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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| O'Neil Global Advisors, Inc. | 9,330 | $2.55M | 0.65% | +9,330 | New |
| Northstar Advisory Group, LLC | 9,328 | $2.55M | 1.33% | −1,169−11.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,327 | $2.55M | 0.74% | +424+4.8% | Added |
| Norway Savings Bank | 9,318 | $2.55M | 1.38% | +231+2.5% | Added |
| Maxwell Wealth Strategies Inc. | 8,570 | $2.55M | 1.08% | −1,017−10.6% | Reduced |
| Boomfish Wealth Group, LLC | 9,312 | $2.55M | 1.56% | +38+0.4% | Added |
| Moneta Group Investment Advisors LLC | 9,296 | $2.54M | 0.04% | −304−3.2% | Reduced |
| Missouri Trust & Investment Co | 9,276 | $2.54M | 0.89% | +739+8.7% | Added |
| Mirabaud & Cie SA | 9,275 | $2.54M | 0.74% | −11,160−54.6% | Reduced |
| Fulton Bank, N.A. | 9,269 | $2.54M | 0.10% | +38+0.4% | Added |
| DRW Securities, LLC | 9,262 | $2.54M | 0.14% | −2,685−22.5% | Reduced |
| Applied Finance Capital Management, LLC | 9,238 | $2.53M | 0.11% | +951+11.5% | Added |
| Principle Wealth Partners LLC | 9,224 | $2.52M | 0.18% | +300+3.4% | Added |
| WealthShield Partners, LLC | 9,204 | $2.52M | 0.34% | −815−8.1% | Reduced |
| Kovack Advisors, Inc. | 9,213 | $2.52M | 0.27% | +1,690+22.5% | Added |
| Valley National Advisers Inc | 9,204 | $2.52M | 0.45% | +6,754+275.7% | Added |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.50M | 0.82% | 00.0% | Unchanged |
| Burns J W & Co Inc | 9,140 | $2.50M | 0.33% | −624−6.4% | Reduced |
| iA Global Asset Management Inc. | 9,135 | $2.50M | 0.04% | +255+2.9% | Added |
| Alps Advisors Inc | 9,123 | $2.50M | 0.02% | −3,025−24.9% | Reduced |
| Welch & Forbes LLC | 9,079 | $2.49M | 0.03% | −165−1.8% | Reduced |
| Financial Advocates Investment Management | 8,968 | $2.45M | 0.14% | +120+1.4% | Added |
| Triangle Securities Wealth Management | 8,947 | $2.45M | 0.63% | −81−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 8,936 | $2.45M | 0.15% | +1,435+19.1% | Added |
| Aptus Capital Advisors, LLC | 8,917 | $2.44M | 0.04% | +1,724+24.0% | Added |
| Mission Creek Capital Partners, Inc. | 8,896 | $2.43M | 0.57% | −1,582−15.1% | Reduced |
| Schechter Investment Advisors, LLC | 8,882 | $2.43M | 0.18% | −6,696−43.0% | Reduced |
| Penserra Capital Management LLC | 8,825 | $2.42M | 0.05% | +105+1.2% | Added |
| Citizens & Northern Corp | 8,804 | $2.41M | 0.72% | +635+7.8% | Added |
| Interval Partners, LP | 8,742 | $2.39M | 0.07% | +2,216+34.0% | Added |
| Congress Park Capital LLC | 8,727 | $2.39M | 0.89% | −388−4.3% | Reduced |
| Adviser Investments LLC | 8,702 | $2.38M | 0.03% | −329−3.6% | Reduced |
| Private Trust Co NA | 8,696 | $2.38M | 0.24% | −430−4.7% | Reduced |
| Nishkama Capital, LLC | 8,690 | $2.38M | 0.37% | +8,690 | New |
| Bell Bank | 8,661 | $2.37M | 0.28% | +173+2.0% | Added |
| EFG Asset Management (North America) Corp. | 8,646 | $2.37M | 0.40% | −2,010−18.9% | Reduced |
| Semmax Financial Advisors Inc. | 6,925 | $2.36M | 0.65% | +1,954+39.3% | Added |
| Edge Capital Group, LLC | 8,542 | $2.34M | 0.10% | +281+3.4% | Added |
| Burney Co | 8,507 | $2.33M | 0.08% | −20,975−71.1% | Reduced |
| Little House Capital LLC | 8,505 | $2.33M | 0.67% | +890+11.7% | Added |
| Leo Wealth, LLC | 8,473 | $2.32M | 0.21% | +783+10.2% | Added |
| Forum Financial Management, LP | 8,468 | $2.32M | 0.04% | +28+0.3% | Added |
| LifePlan Financial, LLC | 8,463 | $2.32M | 1.99% | +1,822+27.4% | Added |
| Pinnacle Holdings, LLC | 8,451 | $2.31M | 0.90% | −61−0.7% | Reduced |
| Core Wealth Advisors, Inc. | 8,444 | $2.31M | 0.74% | +329+4.1% | Added |
| Central Pacific Bank - Trust Division | 8,434 | $2.31M | 0.29% | −2,967−26.0% | Reduced |
| Shorepoint Capital Partners LLC | 8,404 | $2.30M | 0.52% | +1,063+14.5% | Added |
| L.M. Kohn & Company | 8,348 | $2.28M | 0.58% | −17−0.2% | Reduced |
| AMG National Trust Bank | 8,325 | $2.28M | 0.06% | −344−4.0% | Reduced |
| Archford Capital Strategies, LLC | 7,790 | $2.27M | 0.34% | −24−0.3% | Reduced |
| Orin Green Financial, LLC | 8,270 | $2.26M | 0.98% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 8,265 | $2.26M | 0.12% | +1,182+16.7% | Added |
| Chickasaw Capital Management LLC | 8,235 | $2.25M | 0.10% | −60−0.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,208 | $2.25M | 1.12% | −64−0.8% | Reduced |
| Charter Oak Capital Management, LLC | 8,168 | $2.24M | 0.21% | +29+0.4% | Added |
| Nicolet Bankshares Inc | 8,125 | $2.22M | 0.54% | −127−1.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,119 | $2.22M | 0.98% | +186+2.3% | Added |
| Charter Research & Investment Group, Inc. | 8,102 | $2.22M | 1.64% | −5−0.1% | Reduced |
| Mizuho Securities Co. Ltd. | 8,090 | $2.21M | 5.45% | −1,910−19.1% | Reduced |
| DeDora Capital, Inc. | 8,067 | $2.21M | 0.62% | +387+5.0% | Added |
| Signet Financial Management, LLC | 8,061 | $2.21M | 0.28% | +2,197+37.5% | Added |
| Shepherd Financial Partners LLC | 8,050 | $2.20M | 0.27% | +127+1.6% | Added |
| Nelson Capital Management, LLC | 8,039 | $2.20M | 0.37% | +846+11.8% | Added |
| Graypoint LLC | 8,034 | $2.20M | 0.14% | −1,915−19.2% | Reduced |
| Power Wealth Management LLC | 8,026 | $2.20M | 0.94% | +904+12.7% | Added |
| Navalign, LLC | 8,017 | $2.19M | 0.65% | +81+1.0% | Added |
| Unique Wealth Strategies, LLC | 8,016 | $2.19M | 0.95% | +4,101+104.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.19M | 0.65% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,994 | $2.19M | 0.08% | −191−2.3% | Reduced |
| TrinityPoint Wealth, LLC | 7,934 | $2.17M | 0.31% | +424+5.6% | Added |
| South Dakota Investment Council | 7,928 | $2.17M | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,925 | $2.17M | 0.19% | +134+1.7% | Added |
| Stonegate Investment Group, LLC | 7,907 | $2.16M | 0.06% | +14+0.2% | Added |
| Bangor Savings Bank | 7,897 | $2.16M | 0.20% | −200−2.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,868 | $2.15M | 0.79% | +113+1.5% | Added |
| Cinctive Capital Management LP | 7,868 | $2.15M | 0.12% | +7,868 | New |
| TSFG, LLC | 7,826 | $2.14M | 0.47% | −914−10.5% | Reduced |
| Albion Financial Group | 7,819 | $2.14M | 0.15% | −31−0.4% | Reduced |
| PFC Capital Group, Inc. | 7,820 | $2.14M | 1.03% | +250+3.3% | Added |
| Beaumont Asset Management, L.L.C. | 7,807 | $2.14M | 1.24% | −1,245−13.8% | Reduced |
| Norden Group LLC | 7,800 | $2.14M | 0.25% | −4,207−35.0% | Reduced |
| Thrive Wealth Management, LLC | 7,790 | $2.13M | 0.39% | −442−5.4% | Reduced |
| Field & Main Bank | 7,775 | $2.13M | 0.76% | −72−0.9% | Reduced |
| Waldron Private Wealth LLC | 7,772 | $2.13M | 0.09% | +919+13.4% | Added |
| RMR Wealth Builders | 7,770 | $2.13M | 0.23% | −654−7.8% | Reduced |
| Wealth Management Partners, LLC | 7,757 | $2.12M | 0.98% | −286−3.6% | Reduced |
| FinTrust Capital Advisors, LLC | 7,753 | $2.12M | 0.36% | −105−1.3% | Reduced |
| Ascent Wealth Partners, LLC | 7,714 | $2.11M | 0.29% | −8−0.1% | Reduced |
| Umpqua Bank | 7,708 | $2.11M | 0.77% | +34+0.4% | Added |
| EPG Wealth Management LLC | 7,696 | $2.11M | 0.53% | +7,696 | Added |
| Compton Wealth Advisory Group, LLC | 7,692 | $2.11M | 0.53% | +780+11.3% | Added |
| Quadrant Capital Group LLC | 7,618 | $2.09M | 0.14% | +60+0.8% | Added |
| Wealth Alliance | 7,616 | $2.08M | 0.25% | −1,416−15.7% | Reduced |
| Mirabella Financial Services LLP | 7,684 | $2.08M | 0.12% | −145−1.9% | Reduced |
| Bay Rivers Group | 7,599 | $2.08M | 1.03% | +166+2.2% | Added |
| Wealthspire Advisors, LLC | 7,566 | $2.07M | 0.02% | −152−2.0% | Reduced |
| Financial Gravity Companies, Inc. | 7,543 | $2.06M | 0.55% | +7,543 | New |
| Ingalls & Snyder LLC | 7,534 | $2.06M | 0.08% | +41+0.5% | Added |
| Ameritas Advisory Services, LLC | 7,524 | $2.06M | 0.09% | −344−4.4% | Reduced |
| Cito Capital Group, LLC | 7,500 | $2.06M | 0.77% | +250+3.4% | Added |