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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 4,278 | $1.17M | 0.08% | −302−6.6% | Reduced |
| Dudley Capital Management, LLC | 4,274 | $1.17M | 0.61% | +51+1.2% | Added |
| Focus Financial Network, Inc. | 4,266 | $1.17M | 0.05% | −597−12.3% | Reduced |
| Larson Financial Group LLC | 4,269 | $1.17M | 0.07% | +1,188+38.6% | Added |
| Gen-Wealth Partners Inc | 3,940 | $1.17M | 0.51% | +47+1.2% | Added |
| Wallace Advisory Group, LLC | 4,526 | $1.16M | 0.85% | −82−1.8% | Reduced |
| Shum Financial Group, Inc. | 3,893 | $1.16M | 0.97% | +3,893 | New |
| Clare Market Investments LLC | 4,226 | $1.16M | 0.30% | −345−7.5% | Reduced |
| Cove Private Wealth, LLC | 4,225 | $1.16M | 0.90% | 00.0% | Unchanged |
| Terry L. Blaker | 4,223 | $1.16M | 0.04% | +17+0.4% | Added |
| Michael B. Yongue | 4,218 | $1.15M | 0.93% | +9+0.2% | Added |
| Allred Capital Management, LLC | 4,217 | $1.15M | 0.45% | +257+6.5% | Added |
| Nwam LLC | 4,209 | $1.15M | 0.07% | +4,209 | New |
| Octavia Wealth Advisors, LLC | 4,196 | $1.15M | 0.14% | +148+3.7% | Added |
| Portside Wealth Group, LLC | 4,201 | $1.15M | 0.20% | −23,495−84.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,913 | $1.15M | 0.28% | +10.0% | Added |
| CSS LLC | 4,200 | $1.15M | 0.07% | +3,200+320.0% | Added |
| Orrstown Financial Services Inc | 4,194 | $1.15M | 0.34% | +1,814+76.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,183 | $1.14M | 0.15% | +738+21.4% | Added |
| Diligent Investors, LLC | 4,182 | $1.14M | 0.27% | +76+1.9% | Added |
| Arete Wealth Advisors, LLC | 4,234 | $1.14M | 0.10% | +4,234 | New |
| Wolverine Trading, LLC | 4,135 | $1.14M | 0.03% | −95,585−95.9% | Reduced |
| Bank of Hawaii | 4,179 | $1.14M | 0.05% | +69+1.7% | Added |
| Prostatis Group LLC | 4,165 | $1.14M | 0.37% | +340+8.9% | Added |
| Byrne Asset Management LLC | 4,159 | $1.14M | 0.78% | +23+0.6% | Added |
| Watts Gwilliam & Co., LLC | 3,897 | $1.14M | 0.25% | +3,897 | New |
| Choate Investment Advisors | 4,149 | $1.14M | 0.03% | +9+0.2% | Added |
| Seven Springs Wealth Group, LLC | 4,142 | $1.13M | 0.41% | −89−2.1% | Reduced |
| Carmel Capital Partners, LLC | 4,141 | $1.13M | 0.44% | +4,141 | New |
| Jaffetilchin Investment Partners, LLC | 4,128 | $1.13M | 0.09% | +289+7.5% | Added |
| HM Payson & Co | 4,112 | $1.13M | 0.02% | +76+1.9% | Added |
| Marietta Investment Partners LLC | 4,098 | $1.12M | 0.24% | −538−11.6% | Reduced |
| Salem Investment Counselors Inc | 4,089 | $1.12M | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,080 | $1.12M | 0.67% | +4,080 | New |
| BFSG, LLC | 4,054 | $1.11M | 0.13% | +183+4.7% | Added |
| Shaker Investments LLC | 4,052 | $1.11M | 0.46% | −4,033−49.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.11M | 0.70% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,044 | $1.11M | 0.02% | −670−14.2% | Reduced |
| CMT Capital Markets Trading GmbH | 4,041 | $1.11M | 0.51% | −25,209−86.2% | Reduced |
| Advisor Resource Council | 4,033 | $1.10M | 0.50% | +4,033 | New |
| Belpointe Asset Management LLC | 4,026 | $1.10M | 0.07% | +796+24.6% | Added |
| Sage Rhino Capital LLC | 4,023 | $1.10M | 0.24% | +28+0.7% | Added |
| Carnegie Lake Advisors LLC | 4,020 | $1.10M | 0.44% | +4,020 | New |
| Baker Tilly Wealth Management, LLC | 3,993 | $1.09M | 0.48% | −2,290−36.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,980 | $1.09M | 0.25% | −3−0.1% | Reduced |
| LCM Capital Management Inc | 3,946 | $1.08M | 0.62% | +74+1.9% | Added |
| Monetta Financial Services Inc | 3,900 | $1.07M | 0.91% | +3,900 | New |
| Romano Brothers and Company | 3,891 | $1.07M | 0.13% | −49−1.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,871 | $1.06M | 0.45% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,871 | $1.06M | 0.38% | +61+1.6% | Added |
| Prudent Man Advisors, LLC | 3,870 | $1.06M | 0.35% | −177−4.4% | Reduced |
| Ted Buchan & Co | 3,843 | $1.05M | 0.50% | +455+13.4% | Added |
| Augustine Asset Management Inc | 3,840 | $1.05M | 0.37% | +43+1.1% | Added |
| LMR Partners LLP | 3,839 | $1.05M | 0.02% | +3,839 | New |
| MWA Asset Management | 3,823 | $1.05M | 0.70% | −504−11.6% | Reduced |
| Cape Investment Advisory, Inc. | 3,823 | $1.05M | 0.42% | +896+30.6% | Added |
| Sage Mountain Advisors LLC | 3,795 | $1.04M | 0.09% | +349+10.1% | Added |
| Montecito Bank & Trust | 3,793 | $1.04M | 0.18% | +1,998+111.3% | Added |
| Sterling Investment Counsel, LLC | 3,779 | $1.03M | 0.37% | +53+1.4% | Added |
| Oder Investment Management, LLC | 3,767 | $1.03M | 0.89% | +56+1.5% | Added |
| Wrapmanager Inc | 3,763 | $1.03M | 0.27% | −3,707−49.6% | Reduced |
| Drucker Wealth 3.0, LLC | 3,756 | $1.03M | 0.25% | +1,114+42.2% | Added |
| L2 Asset Management, LLC | 3,748 | $1.03M | 0.28% | +126+3.5% | Added |
| Angeles Wealth Management, LLC | 3,729 | $1.02M | 0.09% | +336+9.9% | Added |
| Capital Wealth Planning, LLC | 3,726 | $1.02M | 0.01% | −7,017−65.3% | Reduced |
| Old Point Trust & Financial Services N A | 3,722 | $1.02M | 0.37% | +120+3.3% | Added |
| Aspire Private Capital, LLC | 3,704 | $1.01M | 0.24% | +76+2.1% | Added |
| Liberty One Investment Management, LLC | 3,697 | $1.01M | 0.10% | −95−2.5% | Reduced |
| Consilium Wealth Advisory, LLC | 3,693 | $1.01M | 0.55% | +733+24.8% | Added |
| Mayflower Financial Advisors, LLC | 3,692 | $1.01M | 0.15% | +19+0.5% | Added |
| Seed Wealth Management, Inc. | 3,685 | $1.01M | 0.81% | +35+1.0% | Added |
| BSW Wealth Partners | 3,680 | $1.01M | 0.15% | +511+16.1% | Added |
| Palumbo Wealth Management LLC | 3,679 | $1.01M | 0.39% | +75+2.1% | Added |
| Baron Wealth Management LLC | 3,676 | $1.01M | 0.48% | +434+13.4% | Added |
| Curbstone Financial Management Corp | 3,676 | $1.01M | 0.22% | +10+0.3% | Added |
| Founders Financial Securities LLC | 3,648 | $998.5K | 0.09% | +144+4.1% | Added |
| Perennial Investment Advisors, LLC | 3,647 | $998.4K | 0.13% | −114−3.0% | Reduced |
| BluePath Capital Management, LLC | 3,646 | $998.0K | 0.63% | +582+19.0% | Added |
| Copperwynd Financial, LLC | 3,641 | $996.5K | 0.30% | +444+13.9% | Added |
| Machina Capital S.A.S. | 3,634 | $994.7K | 0.40% | −7,880−68.4% | Reduced |
| Journey Strategic Wealth LLC | 3,624 | $991.9K | 0.04% | +1,593+78.4% | Added |
| Legacy Capital Group California, Inc. | 3,619 | $990.6K | 0.33% | +1,395+62.7% | Added |
| Kraematon Investment Advisors, Inc | 3,614 | $989.3K | 0.97% | −109−2.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,590 | $982.6K | 0.23% | −50−1.4% | Reduced |
| Sky Investment Group LLC | 3,542 | $969.5K | 0.17% | −6−0.2% | Reduced |
| Malaga Cove Capital, LLC | 3,542 | $969.5K | 0.39% | +902+34.2% | Added |
| Lokken Investment Group LLC | 3,533 | $967.0K | 0.40% | −20−0.6% | Reduced |
| Brown Capital Management LLC | 3,517 | $962.6K | 0.02% | −28−0.8% | Reduced |
| Agf Management Ltd | 3,514 | $961.8K | 0.00% | −825−19.0% | Reduced |
| ORG Partners LLC | 3,503 | $959.0K | 0.15% | −2,792−44.4% | Reduced |
| XML Financial, LLC | 3,489 | $954.9K | 0.09% | −33−0.9% | Reduced |
| Flynn Zito Capital Management, LLC | 3,478 | $952.0K | 0.46% | −1,826−34.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,465 | $948.5K | 0.20% | −44−1.3% | Reduced |
| Watershed Private Wealth LLC | 3,461 | $947.3K | 0.38% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 3,446 | $943.2K | 0.77% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,268 | $942.4K | 0.07% | −44−1.3% | Reduced |
| Mirador Capital Partners LP | 3,430 | $939.0K | 0.17% | +1,246+57.1% | Added |
| Avantax Planning Partners, Inc. | 3,414 | $934.5K | 0.03% | −1,891−35.6% | Reduced |
| FLC Capital Advisors | 3,400 | $930.6K | 0.21% | +88+2.7% | Added |
| KG&L Capital Management,LLC | 3,387 | $927.0K | 0.30% | +308+10.0% | Added |