Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q3 2024
Institutional positions in Salesforce, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,656
- +57 vs. Q2 2024
- Shares held
- 764.3M
- +65.8M (+9.4%) vs. Q2 2024
- Total value
- $209.1B
- +$29.6B (+16.5%) vs. Q2 2024
- New holders
- 217
- 1,140 more added
- Sold out
- 160
- 1,013 more reduced
30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | 16,172 | $4.43M | 1.71% | +574+3.7% | Added |
| De Burlo Group Inc | 16,164 | $4.42M | 0.54% | −260−1.6% | Reduced |
| Pegasus Asset Management, Inc. | 16,055 | $4.39M | 1.68% | −257−1.6% | Reduced |
| Kerrisdale Advisers, LLC | 16,041 | $4.39M | 1.49% | −610−3.7% | Reduced |
| Ascent Group, LLC | 16,002 | $4.38M | 0.33% | −3,554−18.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.38M | 0.95% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,951 | $4.37M | 0.16% | −735−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 15,935 | $4.36M | 0.28% | −162−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 15,931 | $4.36M | 0.06% | −3,039−16.0% | Reduced |
| Strategic Planning Group, LLC | 15,877 | $4.35M | 0.86% | +652+4.3% | Added |
| Vickerman Investment Advisors, Inc. | 15,832 | $4.33M | 1.27% | +241+1.5% | Added |
| Sepio Capital, LP | 15,807 | $4.33M | 0.34% | +214+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,708 | $4.30M | 0.20% | +4,967+46.2% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.28M | 0.16% | 00.0% | Unchanged |
| Bey-Douglas LLC | 15,589 | $4.27M | 3.74% | +154+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 15,556 | $4.26M | 0.23% | −335−2.1% | Reduced |
| Linscomb & Williams, Inc. | 15,543 | $4.25M | 0.21% | −515−3.2% | Reduced |
| Sowell Financial Services LLC | 15,442 | $4.23M | 0.20% | −7,366−32.3% | Reduced |
| GeoWealth Management, LLC | 15,460 | $4.23M | 0.15% | −110−0.7% | Reduced |
| Vise Technologies, Inc. | 15,416 | $4.22M | 0.54% | +11,462+289.9% | Added |
| Savant Capital, LLC | 15,399 | $4.21M | 0.03% | +2,035+15.2% | Added |
| LM Advisors LLC | 15,373 | $4.21M | 0.86% | −5,241−25.4% | Reduced |
| WCG Wealth Advisors LLC | 15,330 | $4.20M | 0.28% | −1,118−6.8% | Reduced |
| Arlington Financial Advisors, LLC | 15,255 | $4.18M | 0.86% | +248+1.7% | Added |
| Nicollet Investment Management, Inc. | 15,243 | $4.17M | 1.44% | +201+1.3% | Added |
| Midwest Professional Planners, LTD. | 15,211 | $4.16M | 1.27% | +1,004+7.1% | Added |
| Investment Research & Advisory Group, Inc. | 15,169 | $4.15M | 1.77% | +296+2.0% | Added |
| Progressive Investment Management Corp | 15,149 | $4.15M | 1.06% | −118−0.8% | Reduced |
| Mirova | 15,084 | $4.13M | 0.71% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 15,068 | $4.12M | 2.43% | +2,092+16.1% | Added |
| Symphony Financial, Ltd. Co. | 14,900 | $4.12M | 0.68% | +744+5.3% | Added |
| Zevenbergen Capital Investments LLC | 15,000 | $4.11M | 0.09% | +15,000 | New |
| Hixon Zuercher, LLC | 14,823 | $4.06M | 1.59% | −375−2.5% | Reduced |
| Beech Hill Advisors, Inc. | 14,735 | $4.03M | 1.53% | +346+2.4% | Added |
| Private Wealth Partners, LLC | 14,718 | $4.03M | 0.32% | −604−3.9% | Reduced |
| Tritonpoint Wealth, LLC | 14,538 | $4.03M | 0.37% | +239+1.7% | Added |
| Aperture Investors, LLC | 14,615 | $4.00M | 0.51% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 14,600 | $4.00M | 1.26% | +3,154+27.6% | Added |
| Tudor Investment Corp Et Al | 14,588 | $3.99M | 0.04% | −222,561−93.8% | Reduced |
| Trust Co of Toledo NA | 14,572 | $3.99M | 0.54% | −253−1.7% | Reduced |
| IHT Wealth Management, LLC | 14,539 | $3.98M | 0.11% | +3,967+37.5% | Added |
| Newbridge Financial Services Group, Inc. | 14,542 | $3.98M | 1.40% | +1,598+12.3% | Added |
| Ostrum Asset Management | 14,513 | $3.97M | 0.33% | −3,671−20.2% | Reduced |
| Modus Advisors, LLC | 14,347 | $3.93M | 1.29% | +290+2.1% | Added |
| NBT Bank N A | 14,329 | $3.92M | 0.26% | −242−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 14,307 | $3.92M | 0.19% | −5,183−26.6% | Reduced |
| M&G Plc | 14,273 | $3.91M | 0.02% | +7,038+97.3% | Added |
| Cozad Asset Management Inc | 14,274 | $3.91M | 0.37% | −72−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 11,421 | $3.90M | 0.54% | −174−1.5% | Reduced |
| Geneos Wealth Management Inc. | 14,234 | $3.90M | 0.15% | +2,404+20.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $3.88M | 0.98% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 14,100 | $3.86M | 0.27% | −1,000−6.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,045 | $3.85M | 0.27% | −750−5.1% | Reduced |
| Charter Trust Co | 14,039 | $3.84M | 0.25% | −145−1.0% | Reduced |
| Graham Capital Management, L.P. | 14,031 | $3.84M | 0.13% | +6,426+84.5% | Added |
| Global Retirement Partners, LLC | 14,025 | $3.84M | 0.12% | −40.0% | Reduced |
| Redwood Investments, LLC | 13,998 | $3.83M | 1.14% | −326−2.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,990 | $3.83M | 0.23% | +492+3.6% | Added |
| WD Rutherford LLC | 13,981 | $3.83M | 1.87% | +278+2.0% | Added |
| KCM Investment Advisors LLC | 13,866 | $3.80M | 0.13% | −155−1.1% | Reduced |
| John G Ullman & Associates Inc | 13,800 | $3.78M | 0.54% | −900−6.1% | Reduced |
| CWA Asset Management Group, LLC | 13,772 | $3.77M | 0.20% | +13,772 | New |
| Richard Bernstein Advisors LLC | 13,758 | $3.77M | 0.08% | +13,758 | New |
| Capital Group Investment Management Pte. Ltd. | 13,693 | $3.75M | 0.75% | +1,468+12.0% | Added |
| Canal Capital Management, LLC | 13,568 | $3.71M | 0.59% | +505+3.9% | Added |
| West Michigan Advisors, LLC | 13,522 | $3.70M | 1.12% | +11,897+732.1% | Added |
| Northcape Capital Pty Ltd | 13,522 | $3.70M | 0.55% | −2,444−15.3% | Reduced |
| Private Advisory Group LLC | 13,488 | $3.69M | 0.47% | +12,296+1,031.5% | Added |
| Transamerica Financial Advisors, Inc. | 13,414 | $3.67M | 0.36% | +13,414 | New |
| International Assets Investment Management, LLC | 1,002,848 | $3.66M | 0.02% | +998,628+23,664.2% | Added |
| Axxcess Wealth Management, LLC | 13,316 | $3.64M | 0.09% | −6,775−33.7% | Reduced |
| Transcend Wealth Collective, LLC | 13,303 | $3.64M | 0.24% | −83−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 13,289 | $3.64M | 0.16% | −4,281−24.4% | Reduced |
| Courier Capital LLC | 13,270 | $3.63M | 0.25% | +337+2.6% | Added |
| Ocean Capital Management, LLC | 13,258 | $3.63M | 0.85% | +1,834+16.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 13,198 | $3.61M | 0.73% | −2,535−16.1% | Reduced |
| Atom Investors LP | 13,179 | $3.61M | 0.38% | −8,661−39.7% | Reduced |
| Qtron Investments LLC | 13,108 | $3.59M | 0.49% | +2,301+21.3% | Added |
| Garrett Investment Advisors LLC | 13,040 | $3.57M | 0.36% | +582+4.7% | Added |
| Davidson Capital Management Inc. | 13,037 | $3.57M | 1.03% | −119−0.9% | Reduced |
| Ritholtz Wealth Management | 12,977 | $3.55M | 0.11% | +160+1.2% | Added |
| Harrell Investment Partners, LLC | 12,971 | $3.55M | 1.00% | +137+1.1% | Added |
| Centaurus Financial, Inc. | 12,958 | $3.55M | 0.23% | +494+4.0% | Added |
| Western Wealth Management, LLC | 12,918 | $3.54M | 0.20% | +2,060+19.0% | Added |
| Transatlantique Private Wealth LLC | 12,917 | $3.54M | 1.36% | −1,428−10.0% | Reduced |
| Bridgeway Capital Management, LLC | 12,900 | $3.53M | 0.08% | −700−5.1% | Reduced |
| Savoie Capital LLC | 12,900 | $3.53M | 0.43% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 12,866 | $3.53M | 0.77% | −2,825−18.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,860 | $3.52M | 0.73% | +962+8.1% | Added |
| Winch Advisory Services, LLC | 12,807 | $3.51M | 0.97% | −82−0.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,804 | $3.50M | 1.13% | −143−1.1% | Reduced |
| Icon Advisers Inc | 12,900 | $3.49M | 0.73% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12,753 | $3.49M | 0.75% | +42+0.3% | Added |
| Stelac Advisory Services LLC | 12,690 | $3.47M | 1.41% | −15,468−54.9% | Reduced |
| Laurel Wealth Advisors LLC | 12,639 | $3.46M | 0.56% | −40.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,613 | $3.45M | 2.09% | +2,393+23.4% | Added |
| Sound View Wealth Advisors Group, LLC | 12,486 | $3.42M | 0.28% | +2,577+26.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,424 | $3.40M | 0.12% | +5,299+74.4% | Added |
| Arthur M. Cohen & Associates, LLC | 12,498 | $3.39M | 0.61% | +192+1.6% | Added |
| Harbor Investment Advisory, LLC | 29,008 | $3.39M | 0.33% | −80−0.3% | Reduced |