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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 2,239 | $612.8K | 0.03% | +43+2.0% | Added |
| Magnus Financial Group LLC | 2,234 | $611.4K | 0.06% | −333−13.0% | Reduced |
| Westover Capital Advisors, LLC | 2,223 | $608.5K | 0.12% | −240−9.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,218 | $607.1K | 0.09% | +265+13.6% | Added |
| Good Life Advisors, LLC | 2,216 | $606.7K | 0.04% | +581+35.5% | Added |
| Capital Investment Advisory Services, LLC | 2,204 | $603.3K | 0.06% | −17−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 2,202 | $602.8K | 0.03% | +673+44.0% | Added |
| Headinvest, LLC | 2,194 | $600.5K | 0.11% | −15−0.7% | Reduced |
| Hengehold Capital Management LLC | 2,192 | $600.0K | 0.06% | +25+1.2% | Added |
| Montag A & Associates Inc | 2,173 | $595.6K | 0.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,175 | $595.3K | 0.41% | +850+64.2% | Added |
| Verdence Capital Advisors LLC | 2,174 | $595.0K | 0.05% | +219+11.2% | Added |
| Beacon Financial Advisory LLC | 2,172 | $594.5K | 0.20% | +525+31.9% | Added |
| WBH Advisory Inc | 2,164 | $592.4K | 0.06% | −123−5.4% | Reduced |
| RAM Investment Partners, LLC | 2,163 | $592.0K | 0.15% | +27+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $591.2K | 0.06% | +117+5.7% | Added |
| Fort Point Capital Partners LLC | 2,158 | $590.7K | 0.07% | +21+1.0% | Added |
| Confluence Wealth Services, Inc. | 2,154 | $589.4K | 0.04% | −358−14.3% | Reduced |
| Brio Consultants, LLC | 2,149 | $588.2K | 0.09% | +141+7.0% | Added |
| Apollon Financial, LLC | 2,147 | $587.6K | 0.17% | +20+0.9% | Added |
| H&H Retirement Design & Management INC | 2,035 | $586.8K | 0.35% | +489+31.6% | Added |
| Independent Solutions Wealth Management, LLC | 2,140 | $585.7K | 0.13% | +145+7.3% | Added |
| Marino, Stram & Associates LLC | 2,137 | $585.0K | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,133 | $583.8K | 0.03% | −912−30.0% | Reduced |
| Western Pacific Wealth Management, LP | 2,116 | $579.2K | 0.39% | −2,573−54.9% | Reduced |
| LRI Investments, LLC | 24,968 | $579.1K | 0.06% | +23,418+1,510.8% | Added |
| Peterson Wealth Services | 2,116 | $579.1K | 0.18% | +101+5.0% | Added |
| ORG Wealth Partners, LLC | 2,111 | $577.8K | 0.19% | +2,111 | New |
| Ramiah Investment Group | 2,100 | $574.8K | 0.54% | −537−20.4% | Reduced |
| Cedrus LLC | 2,096 | $573.7K | 0.21% | +157+8.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,093 | $572.8K | 0.12% | −10.0% | Reduced |
| Laffer Tengler Investments | 2,086 | $571.0K | 0.12% | −53−2.5% | Reduced |
| Eagle Strategies LLC | 2,086 | $570.9K | 0.10% | −4,447−68.1% | Reduced |
| 626 Financial, LLC | 2,085 | $570.6K | 0.32% | −229−9.9% | Reduced |
| FF Advisors,LLC | 1,955 | $570.2K | 0.37% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 2,077 | $568.6K | 0.54% | +120+6.1% | Added |
| White Pine Capital LLC | 2,077 | $568.5K | 0.19% | +113+5.8% | Added |
| Altfest L J & Co Inc | 2,074 | $568.0K | 0.08% | −181−8.0% | Reduced |
| Eqis Capital Management, Inc. | 2,066 | $565.4K | 0.05% | −1,921−48.2% | Reduced |
| Addison Advisors LLC | 2,052 | $561.7K | 0.16% | +177+9.4% | Added |
| Global Assets Advisory, LLC | 2,072 | $561.3K | 0.31% | +2,072 | New |
| Lakeview Capital Partners, LLC | 2,050 | $561.2K | 0.09% | −90−4.2% | Reduced |
| SFM, LLC | 2,042 | $559.0K | 0.42% | −4−0.2% | Reduced |
| Redwood Financial Network Corp | 2,041 | $558.6K | 0.44% | −100−4.7% | Reduced |
| Boston Trust Walden Corp | 2,039 | $558.1K | 0.00% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,038 | $557.8K | 0.20% | +1,248+158.0% | Added |
| Tyche Wealth Partners LLC | 2,029 | $555.2K | 0.13% | −56−2.7% | Reduced |
| Roberts Glore & Co Inc | 2,024 | $554.0K | 0.16% | −75−3.6% | Reduced |
| Bigelow Investment Advisors, LLC | 2,022 | $553.4K | 0.25% | +143+7.6% | Added |
| Beaumont Financial Advisors, LLC | 2,020 | $553.0K | 0.04% | −563−21.8% | Reduced |
| Heartland Bank & Trust Co | 2,014 | $551.3K | 0.30% | −130−6.1% | Reduced |
| Phillips Wealth Planners LLC | 1,886 | $548.6K | 0.53% | +328+21.1% | Added |
| Alley Investment Management Company, LLC | 2,000 | $547.4K | 0.07% | −3−0.1% | Reduced |
| Grace & Mercy Foundation, Inc. | 2,000 | $547.4K | 0.12% | −5,500−73.3% | Reduced |
| Latko Wealth Management, Ltd. | 2,000 | $547.0K | 0.33% | +2,000 | New |
| Traveka Wealth, LLC | 1,996 | $546.2K | 0.28% | +77+4.0% | Added |
| SPC Financial, Inc. | 1,995 | $546.1K | 0.05% | +71+3.7% | Added |
| Northwest Financial Advisors | 1,986 | $543.6K | 0.43% | −16−0.8% | Reduced |
| TFB Advisors LLC | 1,986 | $543.6K | 0.16% | +63+3.3% | Added |
| Intrua Financial, LLC | 1,978 | $541.5K | 0.09% | +92+4.9% | Added |
| Connecticut Wealth Management, LLC | 1,971 | $539.5K | 0.03% | −22−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,969 | $539.0K | 0.08% | −2−0.1% | Reduced |
| Hilltop National Bank | 1,968 | $538.7K | 0.16% | −34−1.7% | Reduced |
| Focused Wealth Management, Inc | 1,966 | $538.1K | 0.07% | +83+4.4% | Added |
| FNY Investment Advisers, LLC | 1,966 | $538.0K | 0.26% | +1,966 | New |
| Cypress Point Wealth Management, LLC | 1,963 | $537.3K | 0.21% | +87+4.6% | Added |
| Capital Performance Advisors LLP | 1,963 | $537.3K | 0.16% | +260+15.3% | Added |
| Long Run Wealth Advisors, LLC | 1,962 | $537.0K | 0.13% | +1,962 | New |
| Waterloo Capital, L.P. | 1,962 | $537.0K | 0.06% | +429+28.0% | Added |
| Carson Advisory Inc. | 1,956 | $535.4K | 0.34% | +18+0.9% | Added |
| Silver Coast Investments LLC | 1,955 | $535.1K | 0.20% | +40+2.1% | Added |
| Peninsula Wealth, LLC | 1,839 | $534.9K | 0.09% | +114+6.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,931 | $534.2K | 0.01% | −197−9.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,946 | $532.6K | 0.21% | +752+63.0% | Added |
| Copperleaf Capital, LLC | 1,941 | $531.3K | 0.41% | +74+4.0% | Added |
| Root Financial Partners, LLC | 1,934 | $529.4K | 0.08% | +150+8.4% | Added |
| Alliance Wealth Advisors, LLC | 1,927 | $527.4K | 0.30% | +167+9.5% | Added |
| Sage Private Wealth Group, LLC | 1,926 | $527.2K | 0.42% | +145+8.1% | Added |
| Northern Financial Advisors Inc | 1,923 | $526.3K | 0.40% | −101−5.0% | Reduced |
| Riversedge Advisors, LLC | 1,920 | $525.5K | 0.12% | +122+6.8% | Added |
| Battery Global Advisors, LLC | 1,914 | $524.6K | 0.29% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,916 | $524.4K | 0.08% | −7−0.4% | Reduced |
| Telos Capital Management, Inc. | 1,911 | $522.9K | 0.05% | −229−10.7% | Reduced |
| Elevated Capital Advisors, LLC | 1,909 | $522.5K | 0.14% | +1,909 | New |
| Jeppson Wealth Management, LLC | 1,908 | $522.3K | 0.19% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 1,905 | $522.0K | 0.00% | −7,646−80.1% | Reduced |
| Winthrop Advisory Group LLC | 1,899 | $520.5K | 0.06% | +1+0.1% | Added |
| Sax Wealth Advisors, LLC | 1,899 | $519.8K | 0.05% | +962+102.7% | Added |
| Fermata Advisors, LLC | 1,896 | $518.9K | 0.11% | +511+36.9% | Added |
| SevenBridge Financial Group, LLC | 1,518 | $518.7K | 0.10% | +344+29.3% | Added |
| Citizens National Bank Trust Department | 1,889 | $517.0K | 0.11% | +137+7.8% | Added |
| Brandywine Oak Private Wealth LLC | 1,876 | $513.5K | 0.05% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,875 | $513.1K | 0.04% | +250+15.4% | Added |
| PSI Advisors, LLC | 1,874 | $512.7K | 0.15% | +1+0.1% | Added |
| Waypoint Wealth Partners Inc. | 1,870 | $511.8K | 0.14% | +325+21.0% | Added |
| Financial Insights, Inc. | 1,865 | $510.5K | 0.16% | −1,701−47.7% | Reduced |
| Raleigh Capital Management Inc. | 1,858 | $508.5K | 0.20% | +130+7.5% | Added |
| Geller Advisors LLC | 1,854 | $508.2K | 0.04% | +84+4.7% | Added |
| Avalon Trust Co | 1,856 | $508.0K | 0.04% | −425−18.6% | Reduced |
| Arcataur Capital Management LLC | 1,855 | $507.7K | 0.17% | −5−0.3% | Reduced |