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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 5,159 | $1.41M | 0.11% | +844+19.6% | Added |
| David Loasby | 5,026 | $1.41M | 0.13% | −39−0.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,154 | $1.41M | 0.43% | +125+2.5% | Added |
| Natixis Investment Managers International | 5,154 | $1.41M | 0.10% | +5,154 | New |
| Cunning Capital Partners, LP | 5,150 | $1.41M | 0.75% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,124 | $1.40M | 0.03% | −9−0.2% | Reduced |
| Ironwood Investment Management LLC | 5,119 | $1.40M | 0.68% | −244−4.5% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.40M | 2.74% | 00.0% | Unchanged |
| Bowman & Co S.C. | 5,097 | $1.40M | 0.73% | +530+11.6% | Added |
| Options Solutions, LLC | 5,101 | $1.40M | 0.67% | +40+0.8% | Added |
| Plancorp, LLC | 5,088 | $1.39M | 0.06% | −1,312−20.5% | Reduced |
| Everhart Financial Group, Inc. | 5,086 | $1.39M | 0.31% | +715+16.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,078 | $1.39M | 1.22% | −15−0.3% | Reduced |
| Alta Wealth Advisors LLC | 5,056 | $1.38M | 0.63% | −403−7.4% | Reduced |
| Granite Investment Partners, LLC | 5,052 | $1.38M | 0.06% | −704−12.2% | Reduced |
| Johnson Financial Group, Inc. | 5,035 | $1.38M | 0.06% | −167−3.2% | Reduced |
| Smith, Salley & Associates | 5,024 | $1.38M | 0.09% | +395+8.5% | Added |
| Sargent Investment Group, LLC | 5,019 | $1.37M | 0.25% | +61+1.2% | Added |
| Catalyst Financial Partners LLC | 5,009 | $1.37M | 0.27% | +133+2.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,007 | $1.37M | 0.50% | +165+3.4% | Added |
| Moody Lynn & Lieberson, LLC | 5,006 | $1.37M | 0.08% | −290−5.5% | Reduced |
| Agate Pass Investment Management, LLC | 5,004 | $1.37M | 0.68% | +5,004 | New |
| UBS Oconnor LLC | 5,000 | $1.37M | 0.03% | −15,000−75.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,987 | $1.36M | 0.03% | −2,993−37.5% | Reduced |
| Prosperity Consulting Group, LLC | 4,980 | $1.36M | 0.11% | +2,742+122.5% | Added |
| Ayrshire Capital Management LLC | 4,955 | $1.36M | 0.65% | +107+2.2% | Added |
| Chemistry Wealth Management LLC | 4,952 | $1.36M | 0.32% | +20.0% | Added |
| CIC Wealth, LLC | 4,943 | $1.35M | 0.35% | −141−2.8% | Reduced |
| Fiduciary Financial Group, LLC | 4,624 | $1.35M | 0.31% | −20.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,904 | $1.34M | 0.34% | −16−0.3% | Reduced |
| Orion Capital Management LLC | 4,894 | $1.34M | 0.65% | +40+0.8% | Added |
| Elyxium Wealth, LLC | 4,883 | $1.34M | 0.74% | +4,883 | New |
| Pictet Bank & Trust Ltd | 4,872 | $1.33M | 1.35% | −1,404−22.4% | Reduced |
| Paragon Private Wealth Management, LLC | 4,865 | $1.33M | 0.66% | +309+6.8% | Added |
| Evoke Wealth, LLC | 4,852 | $1.33M | 0.04% | +4,852 | New |
| Twin Peaks Wealth Advisors, LLC | 4,857 | $1.33M | 0.61% | +97+2.0% | Added |
| Dearborn Partners LLC | 4,853 | $1.33M | 0.05% | −635−11.6% | Reduced |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.18% | −18−0.4% | Reduced |
| Country Club Bank | 4,778 | $1.32M | 0.09% | −264−5.2% | Reduced |
| Millington Financial Advisors, LLC | 4,829 | $1.32M | 0.82% | +749+18.4% | Added |
| Carr Financial Group Corp | 4,822 | $1.32M | 0.39% | −291−5.7% | Reduced |
| Emprise Bank | 4,815 | $1.32M | 0.76% | −245−4.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,807 | $1.32M | 0.39% | −3,745−43.8% | Reduced |
| Icapital Wealth LLC | 4,798 | $1.31M | 0.72% | +1,018+26.9% | Added |
| Argent Advisors, Inc. | 4,791 | $1.31M | 0.49% | +17+0.4% | Added |
| Stansberry Asset Management, LLC | 4,781 | $1.31M | 0.16% | −366−7.1% | Reduced |
| Valley Brook Capital Group | 4,779 | $1.31M | 0.94% | +105+2.2% | Added |
| NorthStar Asset Management LLC | 4,765 | $1.30M | 0.87% | +426+9.8% | Added |
| Argus Investors' Counsel, Inc. | 4,764 | $1.30M | 0.85% | −36−0.8% | Reduced |
| HBK Sorce Advisory LLC | 4,747 | $1.30M | 0.04% | −137−2.8% | Reduced |
| Aldebaran Financial Inc. | 4,735 | $1.30M | 1.53% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,720 | $1.29M | 0.59% | −76−1.6% | Reduced |
| Westside Investment Management, Inc. | 4,792 | $1.29M | 0.27% | −20−0.4% | Reduced |
| Buckingham Strategic Partners | 4,713 | $1.29M | 0.03% | +401+9.3% | Added |
| Brophy Wealth Management, LLC | 4,712 | $1.29M | 0.46% | +4,712 | New |
| Viawealth, LLC | 4,706 | $1.29M | 0.75% | +582+14.1% | Added |
| Csenge Advisory Group | 4,469 | $1.29M | 0.07% | +209+4.9% | Added |
| Payden & Rygel | 4,700 | $1.29M | 0.10% | +600+14.6% | Added |
| Arrowroot Family Office, LLC | 4,694 | $1.28M | 0.75% | +156+3.4% | Added |
| Glen Eagle Advisors, LLC | 4,683 | $1.28M | 0.22% | +1,037+28.4% | Added |
| Strategic Investment Advisors | 4,678 | $1.28M | 0.14% | −154−3.2% | Reduced |
| Quantum Private Wealth, LLC | 4,665 | $1.28M | 0.43% | −961−17.1% | Reduced |
| Raelipskie Partnership | 4,659 | $1.28M | 0.62% | +675+16.9% | Added |
| Legacy Advisors, LLC | 4,659 | $1.28M | 0.14% | +696+17.6% | Added |
| Fiduciary Family Office, LLC | 4,630 | $1.27M | 0.42% | −384−7.7% | Reduced |
| MONECO Advisors, LLC | 4,618 | $1.26M | 0.16% | +469+11.3% | Added |
| Quotient Wealth Partners, LLC | 4,608 | $1.26M | 0.04% | +88+1.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,601 | $1.26M | 0.12% | +1,729+60.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,595 | $1.26M | 0.17% | −277−5.7% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.25M | 0.35% | 00.0% | Unchanged |
| Bank Ozk | 4,566 | $1.25M | 0.52% | −145−3.1% | Reduced |
| Sunbelt Securities, Inc. | 4,562 | $1.25M | 0.12% | −906−16.6% | Reduced |
| Exchange Traded Concepts, LLC | 4,553 | $1.25M | 0.03% | −6,387−58.4% | Reduced |
| Essex Savings Bank | 4,551 | $1.25M | 0.31% | +225+5.2% | Added |
| Hohimer Wealth Management, LLC | 4,541 | $1.24M | 0.27% | +154+3.5% | Added |
| Occidental Asset Management, LLC | 4,522 | $1.24M | 0.20% | −435−8.8% | Reduced |
| Lebenthal Global Advisors, LLC | 4,498 | $1.23M | 0.25% | +361+8.7% | Added |
| PDS Planning, Inc | 4,496 | $1.23M | 0.11% | +343+8.3% | Added |
| Embree Financial Group | 4,478 | $1.23M | 0.22% | +272+6.5% | Added |
| Texas Yale Capital Corp. | 4,472 | $1.22M | 0.05% | +410+10.1% | Added |
| First United Bank Trust | 4,464 | $1.22M | 0.44% | −113−2.5% | Reduced |
| Donoghue Forlines LLC | 4,454 | $1.22M | 0.35% | +4,454 | New |
| Continuum Advisory, LLC | 3,675 | $1.22M | 0.16% | +453+14.1% | Added |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.22M | 0.93% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,405 | $1.21M | 0.51% | +184+4.4% | Added |
| Bordeaux Wealth Advisors LLC | 4,403 | $1.21M | 0.22% | −2,092−32.2% | Reduced |
| CNB Bank | 4,400 | $1.20M | 0.56% | +454+11.5% | Added |
| Meridian Financial Partners LLC | 4,395 | $1.20M | 0.61% | +64+1.5% | Added |
| Fairscale Capital, LLC | 4,381 | $1.20M | 1.05% | −40−0.9% | Reduced |
| Souders Financial Advisors | 4,386 | $1.20M | 0.17% | +368+9.2% | Added |
| Interchange Capital Partners, LLC | 4,380 | $1.20M | 0.43% | −617−12.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,364 | $1.19M | 0.69% | −101−2.3% | Reduced |
| Birinyi Associates Inc | 4,358 | $1.19M | 0.34% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,340 | $1.19M | 0.03% | −523−10.8% | Reduced |
| Jmac Enterprises LLC | 4,325 | $1.18M | 0.19% | +25+0.6% | Added |
| Shariaportfolio, Inc. | 4,317 | $1.18M | 0.63% | +10.0% | Added |
| Amica Retiree Medical Trust | 4,303 | $1.18M | 0.98% | +4,303 | New |
| Personal Cfo Solutions, LLC | 4,294 | $1.18M | 0.16% | −3,688−46.2% | Reduced |
| Anchor Investment Management, LLC | 4,290 | $1.17M | 0.11% | +581+15.7% | Added |
| Kirtland Hills Capital Management, LLC | 4,283 | $1.17M | 0.65% | +970+29.3% | Added |