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 |
|---|---|---|---|---|---|
| Berry Wealth Group, LP | 1,855 | $507.7K | 0.36% | +6+0.3% | Added |
| First Heartland Consultants, Inc. | 1,851 | $507.0K | 0.05% | +496+36.6% | Added |
| Saiph Capital, LLC | 1,851 | $506.7K | 0.24% | +4+0.2% | Added |
| Baxter Bros Inc | 1,847 | $505.5K | 0.07% | −57−3.0% | Reduced |
| LVW Advisors, LLC | 1,846 | $505.3K | 0.06% | +20+1.1% | Added |
| Iams Wealth Management, LLC | 1,842 | $504.2K | 0.25% | −397−17.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,828 | $500.3K | 0.05% | −58−3.1% | Reduced |
| McDaniel Terry & Co | 1,823 | $499.0K | 0.04% | +1+0.1% | Added |
| Leavell Investment Management, Inc. | 1,818 | $498.4K | 0.02% | −22−1.2% | Reduced |
| ASB Consultores, LLC | 1,820 | $498.2K | 0.20% | −3−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,818 | $497.6K | 0.01% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 1,814 | $496.5K | 0.28% | +3+0.2% | Added |
| Essex LLC | 1,814 | $496.5K | 0.10% | +60+3.4% | Added |
| Balanced Rock Investment Advisor | 1,811 | $495.7K | 0.39% | −40−2.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,810 | $495.4K | 0.16% | +28+1.6% | Added |
| Oxford Financial Group Ltd | 1,803 | $493.5K | 0.03% | −537−22.9% | Reduced |
| True North Advisors, LLC | 1,803 | $493.4K | 0.13% | −18−1.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,798 | $492.2K | 0.08% | −32−1.7% | Reduced |
| Patron Partners Advisors, LLC | 1,793 | $490.8K | 0.27% | −87−4.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,777 | $486.4K | 0.01% | +132+8.0% | Added |
| Pacific Sage Partners, LLC | 1,773 | $485.3K | 0.12% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,773 | $485.2K | 0.15% | +1,773 | New |
| Kowal Investment Group, LLC | 1,772 | $485.0K | 0.09% | +936+112.0% | Added |
| Pinnacle Bancorp, Inc. | 1,767 | $483.6K | 0.13% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,763 | $483.1K | 0.14% | +177+11.2% | Added |
| Waters Parkerson & Co., LLC | 1,757 | $481.0K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,756 | $480.6K | 0.02% | +162+10.2% | Added |
| Silvercrest Asset Management Group LLC | 1,756 | $480.6K | 0.00% | +238+15.7% | Added |
| Everpar Advisors LLC | 1,752 | $479.5K | 0.25% | −119−6.4% | Reduced |
| Aspire Capital Advisors LLC | 1,749 | $478.8K | 0.14% | +17+1.0% | Added |
| IVC Wealth Advisors LLC | 1,741 | $476.5K | 0.26% | −525−23.2% | Reduced |
| Semus Wealth Partners LLC | 1,740 | $476.4K | 0.33% | −83−4.6% | Reduced |
| Brown Financial Advisors | 1,739 | $476.0K | 0.20% | +1,739 | New |
| Clarity Wealth Advisors, LLC | 1,738 | $475.7K | 0.14% | +100+6.1% | Added |
| Stokes Family Office, LLC | 1,736 | $475.3K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,730 | $474.2K | 0.07% | +6+0.3% | Added |
| First Financial Corp | 1,732 | $474.1K | 0.23% | −71−3.9% | Reduced |
| Howland Capital Management LLC | 1,729 | $473.9K | 0.02% | +64+3.8% | Added |
| Encompass Wealth Advisors, LLC | 1,731 | $473.7K | 0.12% | −242−12.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,728 | $473.0K | 0.12% | +26+1.5% | Added |
| Seven Mile Advisory | 1,723 | $471.6K | 0.31% | +278+19.2% | Added |
| JB Capital LLC | 1,716 | $469.7K | 0.03% | −815−32.2% | Reduced |
| Cedar Wealth Management, LLC | 1,716 | $469.7K | 0.15% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,715 | $469.4K | 0.11% | +838+95.6% | Added |
| Seeds Investor LLC | 1,714 | $469.2K | 0.18% | +282+19.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $468.0K | 0.37% | −109−6.0% | Reduced |
| Northwest & Ethical Investments L.P. | 1,710 | $468.0K | 0.01% | +807+89.4% | Added |
| Farrell Financial LLC | 1,444 | $464.9K | 0.33% | +1+0.1% | Added |
| Sunpointe, LLC | 1,695 | $464.7K | 0.38% | −84−4.7% | Reduced |
| Wedge Capital Management L L P | 1,693 | $463.4K | 0.01% | −26−1.5% | Reduced |
| Copley Financial Group, Inc. | 1,693 | $463.4K | 0.42% | +1,693 | New |
| New Republic Capital, LLC | 1,684 | $461.5K | 0.26% | −872−34.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,683 | $460.0K | 0.18% | −3−0.2% | Reduced |
| Pioneer Wealth Management Group | 1,668 | $456.5K | 0.22% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,667 | $456.2K | 0.03% | −2−0.1% | Reduced |
| Legacy Edge Advisors, LLC | 1,653 | $452.4K | 0.07% | −18−1.1% | Reduced |
| Cottage Street Advisors LLC | 1,652 | $452.0K | 0.25% | −125−7.0% | Reduced |
| SlateStone Wealth, LLC | 1,653 | $452.0K | 0.04% | −20−1.2% | Reduced |
| Beacon Financial Group | 1,651 | $452.0K | 0.05% | −160−8.8% | Reduced |
| Hyperion Partners, LLC | 1,651 | $451.9K | 0.29% | −9−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,649 | $451.3K | 0.09% | −47−2.8% | Reduced |
| Crewe Advisors LLC | 1,647 | $450.8K | 0.05% | −373−18.5% | Reduced |
| LBMC Investment Advisors, LLC | 1,646 | $450.5K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,645 | $450.3K | 0.05% | +166+11.2% | Added |
| Verdad Advisers, LP | 1,642 | $449.4K | 0.60% | +1,642 | New |
| Proficio Capital Partners LLC | 1,638 | $448.4K | 0.04% | −426−20.6% | Reduced |
| Richardson Financial Services Inc. | 1,742 | $448.1K | 0.28% | +16+0.9% | Added |
| American National Bank | 1,635 | $447.5K | 0.05% | −22−1.3% | Reduced |
| Pathway Financial Advisors LLC | 1,634 | $447.2K | 0.11% | +102+6.7% | Added |
| V2 Financial group LLC | 1,628 | $445.6K | 0.29% | 00.0% | Unchanged |
| Tobam | 1,625 | $445.0K | 0.08% | −144−8.1% | Reduced |
| Convergence Investment Partners, LLC | 1,622 | $444.0K | 0.12% | −45−2.7% | Reduced |
| Revolve Wealth Partners, LLC | 1,622 | $444.0K | 0.07% | −188−10.4% | Reduced |
| Private Portfolio Partners LLC | 1,619 | $443.1K | 0.08% | +1,619 | New |
| Accredited Investors Inc. | 1,618 | $442.9K | 0.03% | +689+74.2% | Added |
| CVA Family Office, LLC | 1,614 | $441.8K | 0.07% | +132+8.9% | Added |
| TCI Wealth Advisors, Inc. | 1,612 | $441.4K | 0.04% | +212+15.1% | Added |
| M3 Advisory Group, LLC | 1,601 | $438.2K | 0.32% | +101+6.7% | Added |
| Welch Group, LLC | 1,596 | $436.8K | 0.02% | +718+81.8% | Added |
| LJI Wealth Management, LLC | 1,595 | $436.6K | 0.09% | −16−1.0% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $435.2K | 0.76% | −5,270−76.8% | Reduced |
| Canton Hathaway, LLC | 1,588 | $435.0K | 0.11% | +500+46.0% | Added |
| Strategic Advocates LLC | 1,584 | $433.6K | 0.16% | −9,359−85.5% | Reduced |
| Busey Wealth Management | 1,578 | $431.9K | 0.01% | −32−2.0% | Reduced |
| Jacobsen Capital Management | 1,578 | $431.9K | 0.18% | +176+12.6% | Added |
| Beaton Management Co. Inc. | 1,575 | $431.0K | 0.22% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,572 | $430.3K | 0.26% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,568 | $429.2K | 0.20% | −175−10.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,565 | $428.3K | 0.02% | +22+1.4% | Added |
| Apexium Financial, LP | 1,564 | $428.3K | 0.03% | −43−2.7% | Reduced |
| JNBA Financial Advisors | 1,562 | $427.5K | 0.04% | −35−2.2% | Reduced |
| Dougherty Wealth Advisers LLC | 1,549 | $424.0K | 0.34% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,541 | $421.8K | 0.02% | +43+2.9% | Added |
| Wetzel Investment Advisors, Inc. | 1,532 | $419.9K | 0.21% | +199+14.9% | Added |
| Advisor OS, LLC | 1,532 | $419.4K | 0.04% | −101−6.2% | Reduced |
| Harmony Asset Management LLC | 1,529 | $418.5K | 0.15% | +209+15.8% | Added |
| Fort Sheridan Advisors LLC | 1,529 | $418.5K | 0.06% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,525 | $417.4K | 0.30% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,522 | $416.6K | 0.08% | +849+126.2% | Added |
| Ssi Investment Management LLC | 1,513 | $414.1K | 0.03% | −1−0.1% | Reduced |