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 |
|---|---|---|---|---|---|
| David J Yvars Group | 3,380 | $925.1K | 0.57% | −13,014−79.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,366 | $921.4K | 0.15% | −19−0.6% | Reduced |
| Great Diamond Partners, LLC | 3,349 | $916.7K | 0.23% | −1,223−26.7% | Reduced |
| Gryphon Financial Partners LLC | 3,345 | $915.4K | 0.12% | −139−4.0% | Reduced |
| Prossimo Advisors, LLC | 3,334 | $913.0K | 0.67% | +73+2.2% | Added |
| Formidable Asset Management, LLC | 3,334 | $912.5K | 0.15% | −305−8.4% | Reduced |
| Simon Quick Advisors, LLC | 3,323 | $909.7K | 0.06% | +221+7.1% | Added |
| Staley Capital Advisers Inc | 3,305 | $904.6K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,123 | $901.0K | 0.18% | +881+39.3% | Added |
| Burford Brothers, Inc. | 3,291 | $900.8K | 0.47% | +363+12.4% | Added |
| Garden State Investment Advisory Services LLC | 3,274 | $897.6K | 0.29% | +717+28.0% | Added |
| Oxford Wealth Group, LLC | 3,279 | $897.5K | 0.73% | −1,040−24.1% | Reduced |
| WBI Investments | 3,278 | $897.2K | 0.22% | +3,278 | New |
| Calamos Wealth Management LLC | 3,264 | $893.4K | 0.05% | +11+0.3% | Added |
| TBH Global Asset Management, LLC | 3,262 | $892.9K | 0.19% | −8,318−71.8% | Reduced |
| Roberts Capital Advisors, LLC | 3,262 | $892.8K | 0.76% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,297 | $890.6K | 0.15% | +34+1.0% | Added |
| Monetary Management Group Inc | 3,240 | $886.8K | 0.23% | −125−3.7% | Reduced |
| Visionary Wealth Advisors | 3,239 | $886.5K | 0.05% | +86+2.7% | Added |
| Roman Butler Fullerton & Co | 3,073 | $886.2K | 0.27% | −16−0.5% | Reduced |
| Wolff Wiese Magana LLC | 3,235 | $885.5K | 0.61% | +42+1.3% | Added |
| New Millennium Group LLC | 3,233 | $885.0K | 0.57% | +3,229+80,725.0% | Added |
| Facet Wealth, Inc. | 3,001 | $884.3K | 0.03% | +1,944+183.9% | Added |
| Twin City Private Wealth, LLC | 3,224 | $883.8K | 0.77% | +874+37.2% | Added |
| Masso Torrence Wealth Management Inc. | 3,227 | $883.3K | 0.48% | −173−5.1% | Reduced |
| Americana Partners, LLC | 3,216 | $880.3K | 0.06% | −3,283−50.5% | Reduced |
| Milestone Asset Management, LLC | 3,213 | $879.5K | 0.20% | +150+4.9% | Added |
| Cromwell Holdings LLC | 3,188 | $873.9K | 0.56% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,183 | $871.3K | 0.18% | +517+19.4% | Added |
| Correct Capital Wealth Management | 3,169 | $867.4K | 0.19% | +218+7.4% | Added |
| Probity Advisors, Inc. | 3,163 | $865.7K | 0.17% | +184+6.2% | Added |
| Kennebec Savings Bank | 3,161 | $865.2K | 0.86% | +3,161 | New |
| Capital Management Associates | 3,150 | $862.2K | 0.96% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 3,142 | $861.2K | 0.25% | +108+3.6% | Added |
| Canandaigua National Trust Co of Florida | 3,145 | $860.8K | 0.74% | +3,145 | New |
| Alpha Cubed Investments, LLC | 3,139 | $859.2K | 0.04% | −177−5.3% | Reduced |
| Motiv8 Investments LLC | 3,136 | $858.4K | 0.58% | +711+29.3% | Added |
| Marcum Wealth, LLC | 3,129 | $856.3K | 0.08% | +114+3.8% | Added |
| First National Bank | 3,124 | $855.1K | 0.59% | −38−1.2% | Reduced |
| Harbour Investments, Inc. | 3,107 | $850.4K | 0.03% | −40−1.3% | Reduced |
| Kensington Investment Counsel, LLC | 3,104 | $849.6K | 0.35% | +141+4.8% | Added |
| Ecofi Investissements SA | 3,800 | $848.2K | 0.56% | +50+1.3% | Added |
| Colonial River Wealth Management, LLC | 3,085 | $844.4K | 0.42% | −4,916−61.4% | Reduced |
| TFG Advisers LLC | 3,075 | $841.6K | 0.30% | +163+5.6% | Added |
| Retireful, LLC | 3,073 | $841.1K | 0.62% | +3,073 | New |
| Hazlett, Burt & Watson, Inc. | 3,065 | $841.0K | 0.39% | +126+4.3% | Added |
| Simplicity Wealth,LLC | 3,069 | $840.3K | 0.08% | −25,519−89.3% | Reduced |
| Mather Group, LLC. | 3,069 | $840.0K | 0.01% | −669−17.9% | Reduced |
| Prana Capital Management, LP | 3,067 | $839.5K | 0.04% | −4,288−58.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,065 | $839.0K | 2.03% | +1,003+48.6% | Added |
| Strait & Sound Wealth Management LLC | 3,060 | $837.7K | 0.41% | −539−15.0% | Reduced |
| Cyr Financial Inc. | 3,056 | $836.3K | 0.78% | −84−2.7% | Reduced |
| Catalina Capital Group, LLC | 3,042 | $832.6K | 0.28% | +689+29.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,036 | $831.0K | 0.66% | −62−2.0% | Reduced |
| Valmark Advisers, Inc. | 3,034 | $830.5K | 0.01% | +377+14.2% | Added |
| Corvex Management LP | 3,032 | $829.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,030 | $829.3K | 0.12% | −35−1.1% | Reduced |
| River & Mercantile Asset Management LLP | 3,030 | $829.3K | 0.18% | −77−2.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,028 | $828.8K | 0.42% | +4+0.1% | Added |
| Northern Oak Wealth Management Inc | 3,025 | $828.0K | 0.10% | −274−8.3% | Reduced |
| Quent Capital, LLC | 3,020 | $827.5K | 0.08% | −47−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 3,013 | $824.7K | 0.25% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 3,011 | $824.1K | 0.09% | +332+12.4% | Added |
| Bullock Wealth Management Group | 3,040 | $823.6K | 0.50% | −180−5.6% | Reduced |
| Midland Wealth Advisors LLC | 3,005 | $822.5K | 0.05% | +36+1.2% | Added |
| Inspire Trust Co, N.A. | 3,000 | $821.1K | 0.23% | +3,000 | New |
| Tranquility Partners, LLC | 2,974 | $814.0K | 0.30% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,966 | $809.0K | 0.04% | −51−1.7% | Reduced |
| Financial Advisory Corp | 2,941 | $805.0K | 0.30% | +1,335+83.1% | Added |
| Knuff & Co LLC | 2,940 | $804.7K | 0.25% | 00.0% | Unchanged |
| Alpha Family Trust | 2,935 | $803.3K | 0.45% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $801.5K | 0.21% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,927 | $801.1K | 0.08% | −187−6.0% | Reduced |
| Chemung Canal Trust Co | 2,922 | $799.8K | 0.16% | −413−12.4% | Reduced |
| Aprio Wealth Management, LLC | 2,907 | $795.7K | 0.13% | +606+26.3% | Added |
| Davis R M Inc | 2,901 | $794.0K | 0.02% | −218−7.0% | Reduced |
| Blueprint Investment Partners LLC | 2,900 | $793.8K | 0.14% | +1,899+189.7% | Added |
| Eisler Capital (UK) Ltd. | 2,896 | $792.7K | 0.19% | −9,028−75.7% | Reduced |
| Grove Bank & Trust | 2,893 | $791.8K | 0.12% | −10,423−78.3% | Reduced |
| Vista Wealth Management Group, LLC | 2,891 | $791.2K | 0.05% | −1,501−34.2% | Reduced |
| Greystone Financial Group, LLC | 2,886 | $790.0K | 0.14% | −709−19.7% | Reduced |
| Pointe Capital Management LLC | 2,886 | $789.9K | 0.46% | +897+45.1% | Added |
| Three Seasons Wealth, LLC | 2,878 | $788.9K | 0.42% | −3,557−55.3% | Reduced |
| United Community Bank | 2,875 | $786.9K | 0.31% | +404+16.3% | Added |
| Poehling Capital Management, LLC | 2,869 | $785.3K | 0.20% | +188+7.0% | Added |
| West Family Investments, Inc. | 2,860 | $782.8K | 0.27% | +1,241+76.7% | Added |
| ARS Wealth Advisors Group, LLC | 2,852 | $780.7K | 0.10% | −9−0.3% | Reduced |
| Eads & Heald Wealth Management | 2,841 | $778.0K | 0.37% | +207+7.9% | Added |
| JT Stratford LLC | 2,841 | $777.6K | 0.13% | +712+33.4% | Added |
| Dark Forest Capital Management LP | 2,839 | $777.1K | 0.10% | +2,839 | New |
| S&CO Inc | 2,839 | $777.0K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,810 | $769.1K | 0.56% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 2,806 | $768.0K | 0.01% | +1,217+76.6% | Added |
| Nichols & Pratt Advisers LLP | 2,805 | $767.8K | 0.05% | +1,325+89.5% | Added |
| Kestra Investment Management, LLC | 2,800 | $766.4K | 0.03% | +2,800 | New |
| First Affirmative Financial Network | 2,799 | $766.0K | 0.42% | +527+23.2% | Added |
| Beck Bode, LLC | 2,798 | $765.8K | 0.14% | −1,151−29.1% | Reduced |
| Abbot Financial Management, Inc. | 2,798 | $765.8K | 0.39% | +430+18.2% | Added |
| Klingman & Associates, LLC | 2,778 | $760.4K | 0.05% | +1,349+94.4% | Added |
| Sunflower Bank, N.A. | 2,775 | $759.5K | 0.21% | +262+10.4% | Added |