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 |
|---|---|---|---|---|---|
| TLWM | 6,417 | $1.76M | 0.36% | +1,410+28.2% | Added |
| AlphaCore Capital LLC | 6,397 | $1.75M | 0.40% | +864+15.6% | Added |
| Coastline Trust Co | 6,406 | $1.75M | 0.21% | +138+2.2% | Added |
| Hel Ved Capital Management Ltd | 6,395 | $1.75M | 0.82% | +6,395 | New |
| L & S Advisors Inc | 6,393 | $1.75M | 0.18% | −1,498−19.0% | Reduced |
| Mainstream Capital Management LLC | 6,376 | $1.75M | 1.48% | +6,376 | New |
| WSFS Capital Management, LLC | 6,373 | $1.74M | 0.09% | −4,011−38.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,367 | $1.74M | 0.29% | +651+11.4% | Added |
| EverSource Wealth Advisors, LLC | 6,356 | $1.74M | 0.11% | +41+0.6% | Added |
| Central Bank & Trust Co | 6,354 | $1.74M | 0.24% | −6−0.1% | Reduced |
| Aspiriant, LLC | 6,324 | $1.73M | 0.07% | −1,883−22.9% | Reduced |
| Rossmore Private Capital | 6,320 | $1.73M | 0.21% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 6,318 | $1.73M | 0.48% | −4,522−41.7% | Reduced |
| Cooper Financial Group | 6,311 | $1.73M | 0.22% | +166+2.7% | Added |
| GTS Securities LLC | 6,300 | $1.72M | 0.03% | −1,349−17.6% | Reduced |
| Canopy Partners, LLC | 6,283 | $1.72M | 0.74% | +78+1.3% | Added |
| AA Financial Advisors, LLC | 6,265 | $1.71M | 0.50% | +466+8.0% | Added |
| Moloney Securities Asset Management, LLC | 6,263 | $1.71M | 0.23% | +1,190+23.5% | Added |
| Ashton Thomas Securities, LLC | 6,210 | $1.70M | 0.33% | +615+11.0% | Added |
| Stablepoint Partners, LLC | 6,189 | $1.69M | 0.31% | +92+1.5% | Added |
| Grandview Asset Management LLC | 6,184 | $1.69M | 0.97% | −313−4.8% | Reduced |
| IMA Wealth, Inc. | 6,174 | $1.69M | 0.37% | −249−3.9% | Reduced |
| Jacobi Capital Management LLC | 6,181 | $1.69M | 0.13% | +341+5.8% | Added |
| Redmond Asset Management, LLC | 6,157 | $1.69M | 0.53% | +8+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $1.68M | 0.88% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 6,105 | $1.67M | 0.57% | +40+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,100 | $1.67M | 0.58% | −70−1.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,084 | $1.67M | 0.96% | −34−0.6% | Reduced |
| Doliver Advisors, LP | 6,076 | $1.66M | 0.46% | +288+5.0% | Added |
| Sanders Morris Harris LLC | 6,061 | $1.66M | 0.28% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,049 | $1.66M | 0.22% | −435−6.7% | Reduced |
| Quadcap Wealth Management, LLC | 6,044 | $1.65M | 0.26% | −253−4.0% | Reduced |
| First County Bank | 6,026 | $1.65M | 0.81% | −256−4.1% | Reduced |
| Resources Management Corp | 6,007 | $1.64M | 0.22% | +65+1.1% | Added |
| Acorn Financial Advisory Services Inc | 5,993 | $1.64M | 0.29% | −17−0.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,986 | $1.64M | 0.31% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,958 | $1.63M | 0.19% | +496+9.1% | Added |
| Scott & Selber, Inc. | 5,932 | $1.62M | 0.50% | −24−0.4% | Reduced |
| Cornerstone National Bank & Trust Co | 5,916 | $1.62M | 0.73% | +576+10.8% | Added |
| Castle Wealth Management LLC | 5,903 | $1.62M | 0.65% | +923+18.5% | Added |
| Axiom Advisory, LLC | 6,272 | $1.61M | 0.02% | +96+1.6% | Added |
| TRUE Private Wealth Advisors | 5,864 | $1.61M | 0.19% | −31−0.5% | Reduced |
| Riverview Capital Advisers, LLC | 5,850 | $1.60M | 0.49% | −20.0% | Reduced |
| Platform Technology Partners | 5,843 | $1.60M | 0.50% | −259−4.2% | Reduced |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.76% | +341+4.7% | Added |
| Rehmann Capital Advisory Group | 5,783 | $1.58M | 0.10% | −111−1.9% | Reduced |
| Lindbrook Capital, LLC | 5,782 | $1.58M | 0.14% | +167+3.0% | Added |
| Gilbert & Cook, Inc. | 5,768 | $1.58M | 0.22% | −159−2.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,748 | $1.57M | 0.39% | +3,032+111.6% | Added |
| Coastwise Capital Group, LLC | 5,748 | $1.57M | 1.30% | +697+13.8% | Added |
| Convergence Financial, LLC | 5,745 | $1.57M | 0.33% | +1,870+48.3% | Added |
| Howard Capital Management Inc. | 5,742 | $1.57M | 0.03% | +5,742 | New |
| InTrack Investment Management Inc | 5,728 | $1.57M | 1.11% | −748−11.6% | Reduced |
| Maia Wealth LLC | 5,447 | $1.56M | 0.39% | +2,227+69.2% | Added |
| Capstone Triton Financial Group, LLC | 5,689 | $1.56M | 1.00% | +41+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 5,654 | $1.55M | 0.02% | −1,635−22.4% | Reduced |
| Fred Alger Management, LLC | 5,649 | $1.55M | 0.01% | −4−0.1% | Reduced |
| Stonebrook Private Inc. | 5,645 | $1.54M | 0.41% | +152+2.8% | Added |
| CX Institutional | 5,637 | $1.54M | 0.07% | +110+2.0% | Added |
| Geneva Capital Management LLC | 5,628 | $1.54M | 0.03% | −488−8.0% | Reduced |
| Northwest Bank & Trust Co | 5,594 | $1.53M | 1.16% | +44+0.8% | Added |
| Apella Capital, LLC | 5,472 | $1.53M | 0.06% | +82+1.5% | Added |
| Crown Wealth Group, LLC | 5,574 | $1.53M | 0.66% | −169−2.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,565 | $1.52M | 0.08% | −148−2.6% | Reduced |
| Legal Advantage Investments, Inc. | 5,546 | $1.52M | 0.83% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,534 | $1.51M | 0.13% | −345−5.9% | Reduced |
| 1st Source Bank | 5,519 | $1.51M | 0.09% | −50−0.9% | Reduced |
| Granger Management LLC | 5,508 | $1.51M | 0.30% | −1,160−17.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,510 | $1.51M | 0.04% | −509−8.5% | Reduced |
| CastleKnight Management LP | 5,500 | $1.51M | 0.17% | −7,700−58.3% | Reduced |
| LMG Wealth Partners, LLC | 5,493 | $1.50M | 0.34% | +1,290+30.7% | Added |
| Dohj, LLC | 5,374 | $1.50M | 0.35% | +847+18.7% | Added |
| Aviso Financial Inc. | 5,479 | $1.50M | 0.07% | +412+8.1% | Added |
| ProVise Management Group, LLC | 5,478 | $1.50M | 0.12% | −40−0.7% | Reduced |
| Claro Advisors LLC | 5,476 | $1.50M | 0.19% | +1,550+39.5% | Added |
| North Star Investment Management Corp. | 5,473 | $1.50M | 0.10% | +4,044+283.0% | Added |
| Oxler Private Wealth LLC | 5,469 | $1.50M | 0.52% | +7+0.1% | Added |
| Mainstay Capital Management LLC | 5,465 | $1.50M | 0.25% | +332+6.5% | Added |
| BOK Financial Private Wealth, Inc. | 5,448 | $1.49M | 0.11% | −702−11.4% | Reduced |
| Guerra Pan Advisors, LLC | 5,453 | $1.49M | 1.19% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 5,443 | $1.49M | 0.64% | −234−4.1% | Reduced |
| KRS Capital Management, LLC | 5,420 | $1.48M | 1.08% | −296−5.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 5,420 | $1.48M | 0.27% | −360−6.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,416 | $1.48M | 0.11% | +332+6.5% | Added |
| HF Advisory Group, LLC | 5,410 | $1.48M | 0.69% | +1,821+50.7% | Added |
| Community Bank, N.A. | 5,394 | $1.48M | 0.19% | +469+9.5% | Added |
| Legacy Private Trust Co. | 5,385 | $1.47M | 0.10% | −4,328−44.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 5,368 | $1.47M | 0.45% | +5,368 | New |
| Ballast, Inc. | 5,366 | $1.47M | 0.42% | −59−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,358 | $1.47M | 0.40% | −1,049−16.4% | Reduced |
| Intact Investment Management Inc. | 5,350 | $1.46M | 0.05% | −470−8.1% | Reduced |
| Birchbrook, Inc. | 5,327 | $1.46M | 0.81% | +276+5.5% | Added |
| K.J. Harrison & Partners Inc | 5,000 | $1.46M | 0.22% | +5,000 | New |
| Etesian Wealth Advisors, Inc. | 5,297 | $1.45M | 0.66% | +816+18.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,295 | $1.45M | 0.36% | −78−1.5% | Reduced |
| Sapient Capital LLC | 5,242 | $1.44M | 0.03% | −10.0% | Reduced |
| Syon Capital LLC | 5,225 | $1.43M | 0.13% | −138−2.6% | Reduced |
| CBOE Vest Financial, LLC | 5,201 | $1.42M | 0.03% | +3,262+168.2% | Added |
| St. Clair Advisors, LLC | 5,194 | $1.42M | 0.40% | −200−3.7% | Reduced |
| Thor Investment Management Inc | 5,192 | $1.42M | 1.04% | −64−1.2% | Reduced |