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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 7,500 | $2.05M | 0.00% | −26,100−77.7% | Reduced |
| Park Place Capital Corp | 7,450 | $2.04M | 0.59% | −873−10.5% | Reduced |
| Waverton Investment Management Ltd | 7,433 | $2.03M | 0.03% | +518+7.5% | Added |
| Berkshire Bank | 7,397 | $2.02M | 0.47% | +25+0.3% | Added |
| Barings LLC | 7,376 | $2.02M | 0.05% | +93+1.3% | Added |
| Peterson Wealth Management | 7,363 | $2.02M | 1.29% | −1,240−14.4% | Reduced |
| Center for Financial Planning, Inc. | 7,350 | $2.01M | 0.27% | −338−4.4% | Reduced |
| M&R Capital Management Inc | 7,342 | $2.01M | 0.44% | −149−2.0% | Reduced |
| KPP Advisory Services LLC | 7,339 | $2.01M | 0.48% | +418+6.0% | Added |
| Bristlecone Advisors, LLC | 7,332 | $2.01M | 0.16% | +60+0.8% | Added |
| Passumpsic Savings Bank | 7,332 | $2.01M | 1.32% | +87+1.2% | Added |
| Clear Harbor Asset Management, LLC | 7,331 | $2.01M | 0.16% | +310+4.4% | Added |
| Perfromance Wealth Partners, LLC | 7,345 | $2.00M | 0.07% | +2,521+52.3% | Added |
| United Bank | 7,303 | $2.00M | 0.92% | +76+1.1% | Added |
| United Asset Strategies, Inc. | 7,301 | $2.00M | 0.19% | +28+0.4% | Added |
| Dakota Wealth Management | 7,289 | $2.00M | 0.05% | −2,534−25.8% | Reduced |
| GraniteShares Advisors LLC | 7,269 | $1.99M | 1.35% | −489−6.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,247 | $1.98M | 0.27% | −109−1.5% | Reduced |
| Optas, LLC | 7,242 | $1.98M | 0.46% | +107+1.5% | Added |
| Kaizen Financial Strategies | 7,232 | $1.98M | 1.15% | −126−1.7% | Reduced |
| Greenup Street Wealth Management LLC | 7,224 | $1.98M | 0.41% | +7,224 | New |
| Global Wealth Management Investment Advisory, Inc. | 7,209 | $1.97M | 0.43% | +470+7.0% | Added |
| Resonant Capital Advisors, LLC | 7,201 | $1.97M | 0.15% | +3,763+109.5% | Added |
| VeraBank, N.A. | 7,203 | $1.97M | 0.58% | −61−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,187 | $1.97M | 0.07% | +170+2.4% | Added |
| SageView Advisory Group, LLC | 7,186 | $1.97M | 0.10% | −1,260−14.9% | Reduced |
| Atlas Brown,Inc. | 7,175 | $1.96M | 0.68% | +615+9.4% | Added |
| Skopos Labs, Inc. | 7,167 | $1.96M | 0.65% | +346+5.1% | Added |
| Chicago Partners Investment Group LLC | 6,882 | $1.96M | 0.07% | −352−4.9% | Reduced |
| Glynn Capital Management LLC | 7,143 | $1.96M | 0.45% | −5,054−41.4% | Reduced |
| Nilsine Partners, LLC | 7,140 | $1.95M | 0.25% | −146−2.0% | Reduced |
| Cardiff Park Advisors, LLC | 7,134 | $1.95M | 0.18% | −530−6.9% | Reduced |
| Concord Wealth Partners | 7,105 | $1.94M | 0.32% | +953+15.5% | Added |
| Harfst & Associates, Inc. | 7,093 | $1.94M | 0.44% | +1,553+28.0% | Added |
| Intrust Bank NA | 7,089 | $1.94M | 0.19% | −24−0.3% | Reduced |
| Camden Capital, LLC | 7,070 | $1.94M | 0.21% | +160+2.3% | Added |
| Smartleaf Asset Management LLC | 6,993 | $1.93M | 0.23% | +1,743+33.2% | Added |
| Pine Valley Investments Ltd Liability Co | 7,047 | $1.93M | 0.13% | +866+14.0% | Added |
| Chicago Trust Co NA | 7,040 | $1.93M | 0.33% | +1,326+23.2% | Added |
| Lineweaver Wealth Advisors, LLC | 7,014 | $1.92M | 0.37% | +575+8.9% | Added |
| Okabena Investment Services Inc | 7,019 | $1.92M | 0.54% | −34−0.5% | Reduced |
| Invera Wealth Advisors, LLC | 6,175 | $1.92M | 1.91% | −357−5.5% | Reduced |
| RV Capital GmbH | 7,000 | $1.92M | 0.40% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 7,000 | $1.92M | 0.24% | −5,590−44.4% | Reduced |
| Doheny Asset Management | 6,998 | $1.92M | 1.31% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6,985 | $1.91M | 0.52% | −5−0.1% | Reduced |
| Unique Wealth, LLC | 6,972 | $1.91M | 0.44% | +798+12.9% | Added |
| Secure Asset Management, LLC | 6,971 | $1.91M | 0.32% | +1,711+32.5% | Added |
| Schmidt P J Investment Management Inc | 6,936 | $1.90M | 0.33% | +25+0.4% | Added |
| Perpetual Ltd | 6,935 | $1.90M | 0.02% | −3,636−34.4% | Reduced |
| Bard Financial Services, Inc. | 6,935 | $1.90M | 0.22% | −550−7.3% | Reduced |
| Leelyn Smith, LLC | 6,923 | $1.89M | 0.34% | +246+3.7% | Added |
| Brandywine Managers, LLC | 6,913 | $1.89M | 2.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 6,904 | $1.89M | 0.29% | +506+7.9% | Added |
| AnglePoint Asset Management Ltd | 6,900 | $1.89M | 3.69% | −2,950−29.9% | Reduced |
| Concord Asset Management, LLC | 6,894 | $1.89M | 0.43% | +1,024+17.4% | Added |
| New Insight Wealth Advisors | 6,893 | $1.89M | 0.99% | −1,578−18.6% | Reduced |
| 9258 Wealth Management, LLC | 6,890 | $1.89M | 0.28% | −406−5.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,868 | $1.88M | 0.16% | 00.0% | Unchanged |
| Zhang Financial LLC | 6,867 | $1.88M | 0.12% | +3,064+80.6% | Added |
| Cypress Capital Group | 6,823 | $1.87M | 0.21% | −146−2.1% | Reduced |
| Aviance Capital Partners, LLC | 6,797 | $1.86M | 0.25% | +33+0.5% | Added |
| Fiduciary Group LLC | 6,794 | $1.86M | 0.19% | −1,640−19.4% | Reduced |
| Concentric Capital Strategies, LP | 6,782 | $1.86M | 0.12% | −17,996−72.6% | Reduced |
| Udine Wealth Management, Inc. | 6,777 | $1.85M | 1.31% | +6,777 | New |
| Northstar Group, Inc. | 6,776 | $1.85M | 0.32% | −75−1.1% | Reduced |
| Signature Wealth Management Group | 6,760 | $1.85M | 0.74% | +748+12.4% | Added |
| Main Street Research LLC | 6,743 | $1.85M | 0.12% | +4,969+280.1% | Added |
| Saturna Capital CORP | 6,747 | $1.85M | 0.02% | +200+3.1% | Added |
| Trust Point Inc. | 6,718 | $1.84M | 0.14% | +1,744+35.1% | Added |
| Argent Financial Group, Inc. | 6,708 | $1.84M | 0.22% | +6,708 | New |
| F/M Investments LLC | 6,636 | $1.84M | 0.06% | −49−0.7% | Reduced |
| Nations Financial Group Inc, | 6,704 | $1.84M | 0.13% | +58+0.9% | Added |
| Parametrica Management Ltd | 6,700 | $1.83M | 2.18% | +6,700 | New |
| Strengthening Families & Communities, LLC | 6,695 | $1.83M | 0.47% | +490+7.9% | Added |
| Renasant Bank | 6,686 | $1.83M | 1.20% | −937−12.3% | Reduced |
| Global X Japan Co., Ltd. | 6,676 | $1.83M | 0.23% | +642+10.6% | Added |
| Tealwood Asset Management Inc | 6,676 | $1.83M | 0.80% | +6,676 | New |
| First Pacific Financial | 6,672 | $1.83M | 0.43% | +108+1.6% | Added |
| 1776 Wealth LLC | 6,666 | $1.82M | 0.82% | −198−2.9% | Reduced |
| BTG Pactual Asset Management US LLC | 6,664 | $1.82M | 0.27% | +1,600+31.6% | Added |
| WP Advisors, LLC | 6,656 | $1.82M | 0.67% | −829−11.1% | Reduced |
| Paradigm Asset Management Co LLC | 6,650 | $1.82M | 0.48% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 6,643 | $1.82M | 1.33% | +151+2.3% | Added |
| Proequities, Inc. | 6,632 | $1.82M | 0.11% | −33−0.5% | Reduced |
| Capital Investment Advisors, LLC | 6,639 | $1.82M | 0.04% | −7−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 6,623 | $1.81M | 0.75% | −319−4.6% | Reduced |
| PFG Investments, LLC | 6,618 | $1.81M | 0.12% | +342+5.4% | Added |
| StoneX Group Inc. | 6,576 | $1.80M | 0.13% | +249+3.9% | Added |
| Belmont Capital, LLC | 6,570 | $1.80M | 0.30% | +4,403+203.2% | Added |
| Keel Point, LLC | 6,567 | $1.80M | 0.15% | −24−0.4% | Reduced |
| St. Johns Investment Management Company, LLC | 6,552 | $1.79M | 0.84% | +20.0% | Added |
| Weaver Capital Management LLC | 6,543 | $1.79M | 0.54% | +1,462+28.8% | Added |
| Future Fund LLC | 6,065 | $1.79M | 5.16% | +290+5.0% | Added |
| Deltec Asset Management LLC | 6,500 | $1.78M | 0.35% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 6,459 | $1.77M | 1.35% | −107−1.6% | Reduced |
| Regatta Capital Group, LLC | 6,453 | $1.77M | 0.34% | +204+3.3% | Added |
| Dover Advisors, LLC | 6,449 | $1.77M | 1.00% | +972+17.7% | Added |
| Central Valley Advisors, LLC | 6,430 | $1.76M | 0.99% | +271+4.4% | Added |
| Davenport & Co LLC | 6,422 | $1.76M | 0.01% | +873+15.7% | Added |