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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 2,775 | $759.5K | 0.61% | +419+17.8% | Added |
| Angeles Investment Advisors, LLC | 2,773 | $759.5K | 0.04% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,775 | $759.5K | 0.43% | +870+45.7% | Added |
| Callan Capital, LLC | 2,770 | $758.3K | 0.05% | +768+38.4% | Added |
| Icon Wealth Advisors, LLC | 2,769 | $757.9K | 0.06% | −8,008−74.3% | Reduced |
| First Citizens Bank & Trust Co | 2,761 | $755.7K | 0.02% | −247−8.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,744 | $751.0K | 0.22% | +1,318+92.4% | Added |
| My Legacy Advisors, LLC | 2,742 | $750.5K | 0.30% | −459−14.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,530 | $749.9K | 0.36% | −128−4.8% | Reduced |
| Moseley Investment Management Inc | 2,723 | $745.3K | 0.30% | −1,002−26.9% | Reduced |
| Two Sigma Securities, LLC | 2,719 | $744.2K | 0.06% | +2,719 | New |
| Evermay Wealth Management LLC | 2,713 | $743.2K | 0.12% | −66−2.4% | Reduced |
| Seaport Global Advisors, LLC | 2,715 | $743.1K | 2.35% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,703 | $739.8K | 0.21% | −9−0.3% | Reduced |
| Alta Advisers Ltd | 2,700 | $739.0K | 0.34% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 2,695 | $737.6K | 0.06% | +950+54.4% | Added |
| BKD Wealth Advisors, LLC | 2,685 | $735.0K | 0.02% | +1,305+94.6% | Added |
| Kozak & Associates, Inc. | 2,520 | $732.9K | 0.17% | +5+0.2% | Added |
| Austin Private Wealth, LLC | 2,676 | $732.4K | 0.07% | −11−0.4% | Reduced |
| Vancity Investment Management Ltd | 2,675 | $732.0K | 0.09% | −180,495−98.5% | Reduced |
| Greenwich Wealth Management LLC | 2,671 | $731.0K | 0.05% | +114+4.5% | Added |
| Sivia Capital Partners, LLC | 2,659 | $727.8K | 0.43% | +307+13.1% | Added |
| Gamco Investors, Inc. Et Al | 2,659 | $727.8K | 0.01% | +386+17.0% | Added |
| Avitas Wealth Management LLC | 2,651 | $725.6K | 0.10% | −204−7.1% | Reduced |
| Financial Advisory Service, Inc. | 2,649 | $725.1K | 0.06% | +10.0% | Added |
| West Branch Capital LLC | 2,647 | $724.4K | 0.25% | +929+54.1% | Added |
| Fayez Sarofim & Co | 2,646 | $724.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,617 | $721.0K | 0.01% | −302−10.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,627 | $719.1K | 0.60% | −60−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,626 | $718.8K | 0.02% | −545−17.2% | Reduced |
| Aviso Wealth Management | 2,625 | $718.6K | 0.39% | −450−14.6% | Reduced |
| BIP Wealth, LLC | 2,613 | $715.2K | 0.05% | +20+0.8% | Added |
| Winslow Capital Management, LLC | 2,612 | $714.9K | 0.00% | −83,924−97.0% | Reduced |
| Inscription Capital, LLC | 2,593 | $709.7K | 0.11% | +14+0.5% | Added |
| Castle Rock Wealth Management, LLC | 2,458 | $704.6K | 0.17% | +150+6.5% | Added |
| Kapstone Financial Advisors LLC | 2,532 | $700.5K | 0.42% | 00.0% | Unchanged |
| Key Financial Inc | 2,557 | $699.9K | 0.15% | +10+0.4% | Added |
| Hill Island Financial LLC | 2,549 | $697.6K | 0.21% | +10.0% | Added |
| Fortitude Family Office, LLC | 2,548 | $697.4K | 0.28% | +84+3.4% | Added |
| Onefund, LLC | 2,546 | $696.9K | 0.71% | +11+0.4% | Added |
| Windsor Capital Management, LLC | 2,541 | $695.4K | 0.20% | −14−0.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,536 | $694.0K | 0.14% | +1,264+99.4% | Added |
| Mathes Company, Inc. | 2,525 | $691.0K | 0.24% | −200−7.3% | Reduced |
| Appleton Partners Inc | 2,524 | $691.0K | 0.05% | −97−3.7% | Reduced |
| Catalyst Private Wealth, LLC | 2,523 | $690.6K | 0.34% | 00.0% | Unchanged |
| Global Endowment Management, LP | 2,518 | $689.2K | 0.07% | +9+0.4% | Added |
| AdvisorNet Financial, Inc | 2,516 | $688.7K | 0.05% | +139+5.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $688.1K | 0.44% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,514 | $688.0K | 0.14% | +903+56.1% | Added |
| Prentice Wealth Management LLC | 2,506 | $685.9K | 0.20% | +37+1.5% | Added |
| Xcel Wealth Management, LLC | 2,495 | $682.9K | 0.20% | −2,202−46.9% | Reduced |
| Vista Investment Management | 2,487 | $680.7K | 0.26% | +1,650+197.1% | Added |
| Solstein Capital, LLC | 2,487 | $680.7K | 0.36% | 00.0% | Unchanged |
| XR Securities LLC | 2,479 | $678.5K | 4.39% | +2,479 | New |
| Wellington Wealth Strategies, LLC. | 2,322 | $676.6K | 0.51% | +2,322 | New |
| Kuhn & Co Investment Counsel | 2,467 | $675.2K | 0.58% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,456 | $672.1K | 0.13% | +396+19.2% | Added |
| Hartford Funds Management Co LLC | 2,450 | $670.7K | 0.06% | +217+9.7% | Added |
| Worth Financial Advisory Group, LLC | 2,438 | $667.3K | 0.39% | +76+3.2% | Added |
| Drive Wealth Management, LLC | 2,433 | $667.0K | 0.17% | −153−5.9% | Reduced |
| NVWM, LLC | 2,565 | $666.7K | 0.17% | +36+1.4% | Added |
| City State Bank | 2,433 | $665.9K | 0.24% | 00.0% | Unchanged |
| Ewa, LLC | 2,001 | $663.6K | 0.24% | +33+1.7% | Added |
| Heritage Wealth Management, Inc. | 2,423 | $663.2K | 0.22% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,406 | $658.6K | 0.33% | +13+0.5% | Added |
| Studio Investment Management LLC | 2,401 | $658.1K | 0.14% | +41+1.7% | Added |
| Moss Adams Wealth Advisors LLC | 2,397 | $657.0K | 0.07% | +683+39.8% | Added |
| Alera Investment Advisors, LLC | 2,398 | $656.4K | 0.08% | +213+9.7% | Added |
| Blackhawk Capital Partners LLC. | 2,393 | $655.0K | 0.35% | −43−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,390 | $654.2K | 0.14% | +10+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,390 | $654.2K | 0.01% | −946−28.4% | Reduced |
| Sierra Capital LLC | 2,390 | $654.0K | 0.08% | 00.0% | Unchanged |
| Holderness Investments Co | 2,386 | $653.1K | 0.14% | +13+0.5% | Added |
| Childress Capital Advisors, LLC | 2,382 | $652.0K | 0.18% | +143+6.4% | Added |
| Trueblood Wealth Management, LLC | 2,376 | $650.4K | 0.33% | +49+2.1% | Added |
| B&L Asset Management LLC | 2,369 | $648.4K | 0.41% | +2,369 | New |
| Regent Peak Wealth Advisors LLC | 2,363 | $646.8K | 0.15% | +96+4.2% | Added |
| Gabelli Funds LLC | 2,355 | $644.6K | 0.00% | −50−2.1% | Reduced |
| Global Trust Asset Management, LLC | 2,351 | $643.5K | 0.24% | −186−7.3% | Reduced |
| Zullo Investment Group, Inc. | 2,350 | $643.4K | 0.27% | +60+2.6% | Added |
| Joel Isaacson & Co., LLC | 2,349 | $643.0K | 0.03% | +346+17.3% | Added |
| RFG Holdings, Inc. | 2,338 | $640.5K | 0.23% | +310+15.3% | Added |
| PFG Advisors | 2,331 | $638.1K | 0.04% | −83−3.4% | Reduced |
| Investors Research Corp | 2,317 | $634.2K | 0.14% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,316 | $633.9K | 0.19% | −82−3.4% | Reduced |
| Parkside Advisors LLC | 2,299 | $630.2K | 0.15% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,302 | $630.1K | 0.31% | −8−0.3% | Reduced |
| Cascades Capital Asset Management, LLC | 2,302 | $630.0K | 0.35% | +2,302 | New |
| Ausdal Financial Partners, Inc. | 2,296 | $628.4K | 0.07% | +342+17.5% | Added |
| Duncan Williams Asset Management, LLC | 2,294 | $627.9K | 0.35% | +2,294 | New |
| Accel Wealth Management | 2,284 | $625.2K | 0.23% | +40+1.8% | Added |
| Cornerstone Wealth Group, LLC | 2,284 | $625.2K | 0.05% | −107−4.5% | Reduced |
| Truvestments Capital LLC | 2,276 | $622.9K | 0.17% | +349+18.1% | Added |
| Pegasus Partners Ltd. | 2,272 | $621.9K | 0.06% | +270+13.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,271 | $621.5K | 0.13% | −374−14.1% | Reduced |
| Berger Financial Group, Inc | 2,267 | $620.6K | 0.04% | +116+5.4% | Added |
| Covenant Partners, LLC | 2,258 | $618.0K | 0.18% | +257+12.8% | Added |
| Advisory Alpha, LLC | 2,252 | $616.6K | 0.02% | +408+22.1% | Added |
| 17 Capital Partners, LLC | 2,252 | $616.4K | 0.40% | +10+0.4% | Added |
| Crumly & Associates Inc. | 2,244 | $614.2K | 0.17% | +10+0.4% | Added |