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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 12,302 | $3.37M | 0.02% | −7,292−37.2% | Reduced |
| River Wealth Advisors LLC | 12,228 | $3.35M | 0.45% | +12,228 | New |
| Carmignac Gestion | 12,212 | $3.35M | 0.06% | +58+0.5% | Added |
| Green Harvest Asset Management LLC | 12,214 | $3.34M | 0.07% | +67+0.6% | Added |
| Diversified Trust Co | 12,193 | $3.34M | 0.08% | −1,576−11.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 12,144 | $3.32M | 0.75% | +1,949+19.1% | Added |
| Merit Financial Group, LLC | 12,082 | $3.31M | 0.07% | −4,271−26.1% | Reduced |
| Finer Wealth Management, Inc. | 12,052 | $3.30M | 2.04% | +105+0.9% | Added |
| Gs Investments, Inc. | 12,034 | $3.29M | 1.47% | +5,088+73.3% | Added |
| Atomi Financial Group, Inc. | 11,999 | $3.28M | 0.21% | +2,589+27.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,933 | $3.27M | 1.35% | +26+0.2% | Added |
| Rockline Wealth Management, LLC | 11,909 | $3.26M | 0.92% | −108−0.9% | Reduced |
| Mutual Advisors, LLC | 11,356 | $3.26M | 0.10% | −2,187−16.1% | Reduced |
| New Hampshire Trust | 11,786 | $3.23M | 0.69% | +58+0.5% | Added |
| Roberts Wealth Advisors, LLC | 11,004 | $3.21M | 1.04% | +312+2.9% | Added |
| Wellington Shields Capital Management, LLC | 11,711 | $3.21M | 0.56% | −332−2.8% | Reduced |
| Pitcairn Co | 11,708 | $3.20M | 0.19% | −1,709−12.7% | Reduced |
| Wright Investors Service Inc | 11,696 | $3.20M | 0.84% | +343+3.0% | Added |
| SeaCrest Wealth Management, LLC | 11,638 | $3.19M | 0.34% | −379−3.2% | Reduced |
| NBC Securities, Inc. | 11,598 | $3.17M | 0.27% | −607−5.0% | Reduced |
| Alberta Investment Management Corp | 11,500 | $3.15M | 0.03% | +10,500+1,050.0% | Added |
| Integrated Advisors Network LLC | 11,451 | $3.13M | 0.15% | +190+1.7% | Added |
| First Hawaiian Bank | 11,420 | $3.13M | 0.10% | −281−2.4% | Reduced |
| Graphene Investments SAS | 11,400 | $3.12M | 2.00% | +11,400 | New |
| Enterprise Bank & Trust Co | 11,332 | $3.10M | 1.00% | +44+0.4% | Added |
| Birch Hill Investment Advisors LLC | 11,251 | $3.08M | 0.14% | −95−0.8% | Reduced |
| Trust Asset Management LLC | 11,221 | $3.07M | 0.24% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 11,204 | $3.07M | 0.54% | −1,165−9.4% | Reduced |
| Cohen Investment Advisors LLC | 11,180 | $3.06M | 1.87% | +1,034+10.2% | Added |
| OV Management LLC | 11,157 | $3.05M | 2.03% | +411+3.8% | Added |
| Weiss Asset Management LP | 11,136 | $3.05M | 0.08% | +11,136 | New |
| Westpac Banking Corp | 11,133 | $3.05M | 0.20% | −2,513−18.4% | Reduced |
| Lake Street Advisors Group, LLC | 11,025 | $3.02M | 0.14% | −460−4.0% | Reduced |
| Canandaigua National Bank & Trust Co | 10,988 | $3.01M | 0.29% | −5,206−32.1% | Reduced |
| Sachetta, LLC | 10,986 | $3.01M | 1.19% | +10,790+5,505.1% | Added |
| Cabot Wealth Management Inc | 10,981 | $3.01M | 0.38% | −5,949−35.1% | Reduced |
| Two Sigma Investments, LP | 10,916 | $2.99M | 0.01% | +700+6.9% | Added |
| Ronald Blue Trust, Inc. | 11,610 | $2.98M | 0.04% | +3,065+35.9% | Added |
| Sumitomo Life Insurance Co | 10,880 | $2.98M | 0.06% | +260+2.4% | Added |
| Hancock Whitney Corp | 10,807 | $2.96M | 0.10% | +88+0.8% | Added |
| Fortis Capital Management LLC | 10,784 | $2.95M | 0.59% | +10,784 | New |
| RFG Advisory, LLC | 10,746 | $2.94M | 0.09% | +53+0.5% | Added |
| Fidelis Capital Partners, LLC | 10,322 | $2.94M | 0.35% | +779+8.2% | Added |
| Roundview Capital LLC | 10,714 | $2.93M | 0.21% | +16+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 10,692 | $2.93M | 0.11% | −5,021−32.0% | Reduced |
| OMC Financial Services LTD | 11,359 | $2.92M | 1.38% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 10,662 | $2.92M | 1.21% | +223+2.1% | Added |
| Naples Global Advisors, LLC | 10,586 | $2.90M | 0.27% | +3,555+50.6% | Added |
| Hilltop Holdings Inc. | 10,597 | $2.90M | 0.19% | +6,148+138.2% | Added |
| Community Financial Services Group, LLC | 10,524 | $2.88M | 0.59% | −229−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 10,514 | $2.88M | 0.36% | +569+5.7% | Added |
| Douglass Winthrop Advisors, LLC | 10,493 | $2.87M | 0.05% | −501−4.6% | Reduced |
| Citizens Business Bank | 10,472 | $2.87M | 0.58% | −179−1.7% | Reduced |
| Conscious Wealth Investments, LLC | 10,046 | $2.86M | 1.97% | +54+0.5% | Added |
| Cable Hill Partners, LLC | 10,366 | $2.84M | 0.28% | −38−0.4% | Reduced |
| Stamos Capital Partners, L.P. | 10,360 | $2.84M | 0.67% | +1,050+11.3% | Added |
| Moody National Bank Trust Division | 10,357 | $2.83M | 0.30% | +352+3.5% | Added |
| Executive Wealth Management, LLC | 10,331 | $2.83M | 0.22% | −136−1.3% | Reduced |
| GAMMA Investing LLC | 10,328 | $2.83M | 0.28% | +3,292+46.8% | Added |
| Diversify Advisory Services, LLC | 9,788 | $2.82M | 0.15% | −4,653−32.2% | Reduced |
| MV Capital Management, Inc. | 10,270 | $2.81M | 0.30% | +1,709+20.0% | Added |
| Delta Investment Management, LLC | 10,225 | $2.80M | 0.57% | −122−1.2% | Reduced |
| Sculati Wealth Management, LLC | 10,218 | $2.80M | 1.12% | +11+0.1% | Added |
| 180 Wealth Advisors, LLC | 10,112 | $2.77M | 0.44% | −50.0% | Reduced |
| Herbst Group, LLC | 10,110 | $2.77M | 1.71% | +500+5.2% | Added |
| Verde Capital Management | 10,078 | $2.76M | 0.83% | +115+1.2% | Added |
| Warren Averett Asset Management, LLC | 10,056 | $2.75M | 0.05% | −796−7.3% | Reduced |
| Advisors Capital Management, LLC | 9,978 | $2.73M | 0.04% | +234+2.4% | Added |
| BigSur Wealth Management LLC | 9,950 | $2.73M | 0.75% | +20+0.2% | Added |
| Insigneo Advisory Services, LLC | 9,962 | $2.73M | 0.27% | −1,874−15.8% | Reduced |
| Change Path, LLC | 9,935 | $2.72M | 0.09% | +2,664+36.6% | Added |
| Processus Wealth & Capital Management, LLC | 9,900 | $2.71M | 2.23% | −534−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 9,866 | $2.70M | 0.11% | −285−2.8% | Reduced |
| Ameritas Investment Partners, Inc. | 9,815 | $2.69M | 0.09% | −406−4.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,804 | $2.68M | 1.32% | −50−0.5% | Reduced |
| Scharf Investments, LLC | 9,763 | $2.67M | 0.07% | +283+3.0% | Added |
| Pictet North America Advisors SA | 9,748 | $2.67M | 0.26% | +9,748 | New |
| Asset Dedication, LLC | 9,745 | $2.67M | 0.18% | −2,327−19.3% | Reduced |
| Clarius Group, LLC | 9,748 | $2.66M | 0.19% | −161−1.6% | Reduced |
| Cigna Investments Inc | 9,721 | $2.66M | 0.47% | −118−1.2% | Reduced |
| Joseph Group Capital Management | 9,696 | $2.65M | 1.01% | +2,515+35.0% | Added |
| Tiemann Investment Advisors, LLC | 9,690 | $2.65M | 1.14% | −185−1.9% | Reduced |
| Nikulski Financial, Inc. | 9,664 | $2.65M | 0.79% | +285+3.0% | Added |
| Premier Path Wealth Partners, LLC | 9,639 | $2.64M | 0.42% | +359+3.9% | Added |
| Boltwood Capital Management | 9,633 | $2.64M | 0.78% | −240−2.4% | Reduced |
| a16z Perennial Management, L.P. | 9,628 | $2.64M | 0.32% | −3,900−28.8% | Reduced |
| Connable Office Inc | 9,608 | $2.63M | 0.26% | +52+0.5% | Added |
| Cetera Trust Company, N.A | 9,591 | $2.63M | 1.61% | −415−4.1% | Reduced |
| Altrafin AG | 9,585 | $2.62M | 0.95% | +3,142+48.8% | Added |
| Avestar Capital, LLC | 9,567 | $2.62M | 0.28% | +970+11.3% | Added |
| Flagship Harbor Advisors, LLC | 9,555 | $2.62M | 0.14% | −340−3.4% | Reduced |
| Naviter Wealth, LLC | 9,528 | $2.61M | 0.36% | +1,502+18.7% | Added |
| Segment Wealth Management, LLC | 9,538 | $2.61M | 0.18% | +596+6.7% | Added |
| Great Lakes Retirement, Inc. | 9,526 | $2.61M | 0.33% | +312+3.4% | Added |
| Oak Harvest Investment Services | 9,491 | $2.60M | 0.37% | +3,453+57.2% | Added |
| Werba Rubin Papier Wealth Management | 9,481 | $2.60M | 0.61% | −239−2.5% | Reduced |
| Kampmann Melissa S. | 9,449 | $2.59M | 1.83% | −920−8.9% | Reduced |
| Voya Financial Advisors, Inc. | 9,318 | $2.58M | 0.28% | +798+9.4% | Added |
| Wealthcare Advisory Partners LLC | 9,389 | $2.57M | 0.07% | −728−7.2% | Reduced |
| Ellevest, Inc. | 9,353 | $2.56M | 0.14% | +4,389+88.4% | Added |