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; 2,492 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
- 2,657
- +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
- 1,014 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 95,957 | $26.3M | 0.47% | −4,041−4.0% | Reduced |
| Wesbanco Bank Inc | 95,748 | $26.2M | 0.89% | −10,909−10.2% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 95,000 | $26.0M | 1.28% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 94,583 | $25.9M | 2.79% | −1,565−1.6% | Reduced |
| Crestline Management, LP | 94,269 | $25.8M | 1.47% | +87,140+1,222.3% | Added |
| Schonfeld Strategic Advisors LLC | 93,898 | $25.7M | 0.21% | +87,892+1,463.4% | Added |
| Baader Bank INC | 93,320 | $25.5M | 2.15% | +794+0.9% | Added |
| Wealthfront Advisers LLC | 92,922 | $25.4M | 0.08% | +3,240+3.6% | Added |
| Elo Mutual Pension Insurance Co | 92,093 | $25.2M | 0.54% | +3,088+3.5% | Added |
| Ethic Inc. | 83,583 | $25.2M | 0.64% | −4,842−5.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 91,768 | $25.1M | 0.49% | +140.0% | Added |
| Boston Family Office LLC | 91,644 | $25.1M | 1.70% | +650+0.7% | Added |
| Acadian Asset Management LLC | 91,377 | $25.0M | 0.08% | −74,481−44.9% | Reduced |
| GWM Advisors LLC | 91,133 | $24.9M | 0.16% | +20,254+28.6% | Added |
| Douglas Lane & Associates, LLC | 90,637 | $24.8M | 0.34% | +90,637 | New |
| Tiaa Trust, National Association | 90,089 | $24.7M | 0.07% | −22,140−19.7% | Reduced |
| JustInvest LLC | 89,672 | $24.5M | 0.40% | +11,958+15.4% | Added |
| Harvest Portfolios Group Inc. | 89,098 | $24.4M | 0.81% | +10,656+13.6% | Added |
| Eagle Asset Management Inc | 75,295 | $24.2M | 0.12% | +21,540+40.1% | Added |
| Umb Bank N A | 88,411 | $24.2M | 0.38% | −1,015−1.1% | Reduced |
| Omers Administration Corp | 87,554 | $24.0M | 0.22% | +6,400+7.9% | Added |
| Pacer Advisors, Inc. | 87,277 | $23.9M | 0.05% | −8,928−9.3% | Reduced |
| Community Trust & Investment Co | 87,271 | $23.9M | 1.52% | +1,107+1.3% | Added |
| Impax Asset Management Group plc | 86,944 | $23.8M | 0.09% | −93,584−51.8% | Reduced |
| Valiant Capital Management, L.P. | 86,510 | $23.7M | 3.24% | −37,487−30.2% | Reduced |
| Quantinno Capital Management LP | 85,853 | $23.5M | 0.31% | +15,675+22.3% | Added |
| Pittenger & Anderson Inc | 85,746 | $23.5M | 0.88% | +72+0.1% | Added |
| RDST Capital LLC | 85,295 | $23.3M | 5.27% | −12,475−12.8% | Reduced |
| Boston Common Asset Management, LLC | 84,354 | $23.1M | 0.60% | −8,444−9.1% | Reduced |
| Liontrust Investment Partners LLP | 89,494 | $23.0M | 0.33% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 82,903 | $22.7M | 0.42% | −526−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 82,514 | $22.6M | 0.31% | +953+1.2% | Added |
| Dana Investment Advisors, Inc. | 82,453 | $22.6M | 0.75% | −5,339−6.1% | Reduced |
| Davidson Investment Advisors | 81,993 | $22.4M | 1.08% | +3,672+4.7% | Added |
| Citizens Financial Group Inc | 81,696 | $22.4M | 0.45% | +694+0.9% | Added |
| Freestone Capital Holdings, LLC | 81,250 | $22.2M | 0.77% | +13,746+20.4% | Added |
| Old National Bancorp | 80,190 | $21.9M | 0.51% | +1,444+1.8% | Added |
| Kadensa Capital Ltd | 79,315 | $21.7M | 5.68% | +6,761+9.3% | Added |
| Atria Investments LLC | 78,979 | $21.6M | 0.27% | −25,142−24.1% | Reduced |
| Nixon Peabody Trust Co | 78,304 | $21.4M | 1.78% | +568+0.7% | Added |
| Flputnam Investment Management Co | 90,487 | $21.4M | 0.39% | +4,147+4.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 78,019 | $21.4M | 0.54% | +5,700+7.9% | Added |
| MMBG Investment Advisors Co. | 77,772 | $21.3M | 2.22% | +1,568+2.1% | Added |
| Factory Mutual Insurance Co | 77,700 | $21.3M | 0.22% | −1,300−1.6% | Reduced |
| Motley Fool Asset Management LLC | 78,440 | $21.2M | 1.26% | −527−0.7% | Reduced |
| Univest Financial Corp | 77,382 | $21.2M | 1.40% | +58,188+303.2% | Added |
| CWM, LLC | 77,140 | $21.1M | 0.09% | +4,744+6.6% | Added |
| Avantax Advisory Services, Inc. | 77,134 | $21.1M | 0.14% | +6,270+8.8% | Added |
| Abner Herrman & Brock LLC | 76,579 | $21.0M | 2.53% | −4,093−5.1% | Reduced |
| Aquatic Capital Management LLC | 76,400 | $20.9M | 0.55% | +76,400 | New |
| Gulf International Bank (UK) Ltd | 76,195 | $20.9M | 0.54% | −3,500−4.4% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $20.8M | 4.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 75,685 | $20.7M | 0.66% | +6,260+9.0% | Added |
| Kodai Capital Management LP | 75,176 | $20.6M | 0.43% | +75,176 | New |
| Ithaka Group LLC | 74,028 | $20.3M | 3.84% | −2,683−3.5% | Reduced |
| ICONIQ Capital, LLC | 73,396 | $20.1M | 0.43% | +72,606+9,190.6% | Added |
| Franklin Street Advisors Inc | 72,993 | $20.0M | 1.35% | +9,768+15.4% | Added |
| Clearstead Advisors, LLC | 72,932 | $20.0M | 0.31% | −894−1.2% | Reduced |
| Generate Investment Management Ltd | 72,744 | $19.9M | 1.33% | +49,466+212.5% | Added |
| Yarbrough Capital, LLC | 72,522 | $19.8M | 0.81% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 72,351 | $19.8M | 0.52% | +16,803+30.2% | Added |
| TCG Advisory Services, LLC | 71,550 | $19.6M | 0.86% | −754−1.0% | Reduced |
| Private Advisor Group, LLC | 71,399 | $19.5M | 0.12% | −1,933−2.6% | Reduced |
| TenCore Partners, LP | 71,004 | $19.4M | 9.19% | −34,550−32.7% | Reduced |
| Daymark Wealth Partners, LLC | 175,080 | $19.3M | 0.82% | +396+0.2% | Added |
| Prio Wealth Limited Partnership | 70,162 | $19.2M | 0.56% | −6,045−7.9% | Reduced |
| Washington Trust Co | 70,152 | $19.2M | 0.67% | +132+0.2% | Added |
| Brinker Capital Investments, LLC | 70,141 | $19.2M | 0.19% | −29,922−29.9% | Reduced |
| Orion Portfolio Solutions, LLC | 70,141 | $19.2M | 0.19% | −29,922−29.9% | Reduced |
| Alight Capital Management LP | 70,000 | $19.2M | 6.92% | +48,086+219.4% | Added |
| Martingale Asset Management L P | 69,950 | $19.1M | 0.44% | −16,421−19.0% | Reduced |
| Osterweis Capital Management Inc | 69,736 | $19.1M | 0.97% | +67,041+2,487.6% | Added |
| Quattro Financial Advisors LLC | 65,000 | $18.8M | 5.50% | −10,000−13.3% | Reduced |
| Congress Wealth Management LLC | 68,260 | $18.7M | 0.25% | +16,747+32.5% | Added |
| Haverford Trust Co | 67,944 | $18.6M | 0.18% | +63,838+1,554.7% | Added |
| Great Valley Advisor Group, Inc. | 67,921 | $18.6M | 0.46% | +9,644+16.5% | Added |
| Kestra Private Wealth Services, LLC | 67,911 | $18.6M | 0.34% | −3,367−4.7% | Reduced |
| Kentucky Retirement Systems | 67,506 | $18.5M | 0.54% | −5,684−7.8% | Reduced |
| Eastern Bank | 67,468 | $18.5M | 0.33% | +13,181+24.3% | Added |
| Lighthouse Investment Partners, LLC | 67,385 | $18.4M | 1.00% | −33,696−33.3% | Reduced |
| CCM Investment Advisers LLC | 67,151 | $18.4M | 2.05% | +1,981+3.0% | Added |
| MIG Capital, LLC | 66,802 | $18.3M | 2.22% | +66,802 | New |
| Parallel Advisors, LLC | 66,697 | $18.3M | 0.43% | +568+0.9% | Added |
| Immersion Capital LLP | 66,064 | $18.1M | 9.86% | −18,600−22.0% | Reduced |
| Jupiter Asset Management Ltd | 65,369 | $17.9M | 0.16% | +65,369 | New |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $17.8M | 2.30% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 64,647 | $17.7M | 0.31% | +28,532+79.0% | Added |
| ARS Investment Partners, LLC | 64,600 | $17.7M | 1.58% | +64,600 | New |
| Point72 Europe (London) LLP | 64,400 | $17.6M | 1.49% | +64,400 | New |
| Beese Fulmer Investment Management, Inc. | 64,245 | $17.6M | 1.51% | +600+0.9% | Added |
| Lyell Wealth Management, LP | 64,177 | $17.6M | 1.60% | −103−0.2% | Reduced |
| Talbot Financial, LLC | 63,861 | $17.5M | 2.13% | +2,254+3.7% | Added |
| Capital International Ltd | 63,744 | $17.4M | 0.75% | +6,703+11.8% | Added |
| Crawford Investment Counsel Inc | 63,274 | $17.3M | 0.30% | +63,274 | New |
| Mizuho Securities USA LLC | 62,834 | $17.2M | 0.37% | −12,052−16.1% | Reduced |
| Osborne Partners Capital Management, LLC | 62,643 | $17.1M | 0.97% | −18,402−22.7% | Reduced |
| Dash Acquisitions Inc. | 58,996 | $17.1M | 4.16% | +2,679+4.8% | Added |
| Grimes & Company, Inc. | 62,594 | $17.1M | 0.46% | +312+0.5% | Added |
| Nomura Holdings Inc | 62,539 | $17.1M | 0.13% | −27,761−30.7% | Reduced |
| GW Henssler & Associates Ltd | 61,807 | $16.9M | 0.96% | +61,807 | New |