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 |
|---|---|---|---|---|---|
| LGT Fund Management Co Ltd. | 60,285 | $16.8M | 1.75% | +24,698+69.4% | Added |
| Sit Investment Associates Inc | 61,211 | $16.8M | 0.37% | −62−0.1% | Reduced |
| Hartford Investment Management Co | 60,989 | $16.7M | 0.55% | −1,238−2.0% | Reduced |
| Middleton & Co Inc | 60,980 | $16.7M | 1.84% | +959+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 60,280 | $16.5M | 1.15% | −1,902−3.1% | Reduced |
| D.A. Davidson & Co. | 59,292 | $16.2M | 0.13% | −6,441−9.8% | Reduced |
| Bessemer Group Inc | 59,007 | $16.2M | 0.03% | +2,659+4.7% | Added |
| Exencial Wealth Advisors, LLC | 58,919 | $16.1M | 0.58% | +16,943+40.4% | Added |
| GDS Wealth Management | 58,870 | $16.1M | 1.57% | +3,492+6.3% | Added |
| One Capital Management, LLC | 58,757 | $16.1M | 0.51% | +4,656+8.6% | Added |
| Metis Global Partners, LLC | 58,317 | $16.0M | 0.50% | +1,440+2.5% | Added |
| WoodTrust Financial Corp | 58,198 | $15.9M | 2.26% | +1,897+3.4% | Added |
| Leonteq Securities AG | 58,180 | $15.9M | 1.88% | +5,863+11.2% | Added |
| Oddo BHF Asset Management SAS | 58,061 | $15.9M | 0.79% | +58,061 | New |
| Cidel Asset Management Inc | 58,056 | $15.9M | 1.12% | +389+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 58,036 | $15.9M | 0.23% | +6,938+13.6% | Added |
| Baker Avenue Asset Management, LP | 57,990 | $15.9M | 0.50% | +13,540+30.5% | Added |
| Beacon Pointe Advisors, LLC | 57,701 | $15.8M | 0.18% | −2,432−4.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 57,400 | $15.7M | 0.58% | −5,400−8.6% | Reduced |
| Allianz SE | 57,059 | $15.6M | 0.42% | +7,601+15.4% | Added |
| Coronation Fund Managers Ltd. | 56,683 | $15.5M | 0.86% | +56,683 | New |
| Brookstone Capital Management | 56,515 | $15.5M | 0.23% | +4,642+8.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 56,433 | $15.4M | 0.05% | −4,267−7.0% | Reduced |
| Cornerstone Capital, Inc. | 55,954 | $15.3M | 1.43% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 55,826 | $15.3M | 0.32% | +442+0.8% | Added |
| Rakuten Investment Management, Inc. | 55,022 | $15.2M | 0.09% | +13,626+32.9% | Added |
| Bradley Foster & Sargent Inc | 55,263 | $15.1M | 0.25% | +1,110+2.0% | Added |
| Hamilton Capital Partners Inc. | 55,244 | $15.1M | 1.31% | +14,791+36.6% | Added |
| Prospera Financial Services Inc | 54,791 | $15.0M | 0.38% | +4,047+8.0% | Added |
| Louisiana State Employees Retirement System | 54,600 | $14.9M | 0.27% | −400−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 54,465 | $14.9M | 0.99% | +10,123+22.8% | Added |
| Pensionmark Financial Group, LLC | 54,446 | $14.9M | 0.47% | +46,324+570.4% | Added |
| Jasper Ridge Partners, L.P. | 54,103 | $14.8M | 0.42% | −72−0.1% | Reduced |
| Maryland State Retirement & Pension System | 54,080 | $14.8M | 0.31% | −19,105−26.1% | Reduced |
| Mill Capital Management, LLC | 54,076 | $14.8M | 1.16% | +1,247+2.4% | Added |
| Foster Victor Wealth Advisors, LLC | 51,281 | $14.8M | 1.18% | +1,846+3.7% | Added |
| Securian Asset Management, Inc | 53,593 | $14.7M | 0.42% | −2,255−4.0% | Reduced |
| Marco Investment Management LLC | 53,404 | $14.6M | 1.26% | +806+1.5% | Added |
| Trajan Wealth LLC | 53,264 | $14.6M | 0.86% | +4,881+10.1% | Added |
| Synovus Financial Corp | 52,841 | $14.5M | 0.17% | −1,461−2.7% | Reduced |
| Anchor Capital Advisors LLC | 52,824 | $14.5M | 0.38% | −966−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 52,693 | $14.4M | 1.18% | +4,805+10.0% | Added |
| Gradient Investments LLC | 52,174 | $14.3M | 0.30% | +49,533+1,875.5% | Added |
| Captrust Financial Advisors | 52,069 | $14.3M | 0.04% | +582+1.1% | Added |
| Walleye Trading LLC | 51,721 | $14.2M | 0.34% | −9,149−15.0% | Reduced |
| Neville Rodie & Shaw Inc | 51,151 | $14.0M | 1.03% | +210+0.4% | Added |
| Norinchukin Bank, The | 50,910 | $13.9M | 0.33% | +6,332+14.2% | Added |
| Quest Investment Management LLC | 50,909 | $13.9M | 1.63% | +10,395+25.7% | Added |
| Raymond James Trust N.A. | 50,667 | $13.9M | 0.30% | +1,473+3.0% | Added |
| Strategic Wealth Designers | 50,862 | $13.8M | 1.48% | −5,079−9.1% | Reduced |
| Transform Wealth, LLC | 50,165 | $13.8M | 0.91% | +50,165 | New |
| Light Street Capital Management, LLC | 50,083 | $13.7M | 3.39% | −21,417−30.0% | Reduced |
| Davidson Kempner Capital Management LP | 50,000 | $13.7M | 0.30% | −125,000−71.4% | Reduced |
| Illinois Municipal Retirement Fund | 49,932 | $13.7M | 0.19% | +1,416+2.9% | Added |
| Resources Investment Advisors, LLC. | 49,548 | $13.6M | 0.15% | −3,947−7.4% | Reduced |
| Shufro Rose & Co LLC | 52,729 | $13.6M | 1.11% | 00.0% | Unchanged |
| Sienna Gestion | 49,357 | $13.5M | 0.90% | +8,914+22.0% | Added |
| TD Waterhouse Canada Inc. | 49,634 | $13.4M | 0.11% | −6,970−12.3% | Reduced |
| Banque Cantonale Vaudoise | 48,742 | $13.3M | 0.55% | −9,631−16.5% | Reduced |
| Mondrian Investment Partners LTD | 48,705 | $13.3M | 0.20% | +48,705 | New |
| Cornerstone Advisors, LLC | 48,000 | $13.1M | 0.52% | 00.0% | Unchanged |
| Glenview Trust Co | 47,989 | $13.1M | 0.25% | +10,023+26.4% | Added |
| Whittier Trust Co of Nevada Inc | 47,699 | $13.1M | 0.34% | +410+0.9% | Added |
| RSM US Wealth Management LLC | 47,931 | $13.0M | 0.19% | +1,962+4.3% | Added |
| New Mexico Educational Retirement Board | 47,486 | $13.0M | 0.44% | −1,500−3.1% | Reduced |
| APG Asset Management US Inc. | 47,925 | $13.0M | 0.09% | −428,481−89.9% | Reduced |
| Chesley Taft & Associates LLC | 47,427 | $13.0M | 0.62% | −336−0.7% | Reduced |
| Perigon Wealth Management, LLC | 47,414 | $13.0M | 0.35% | −551−1.1% | Reduced |
| Buckingham Capital Management, Inc. | 47,262 | $12.9M | 1.48% | −281−0.6% | Reduced |
| Edge Wealth Management LLC | 47,226 | $12.9M | 2.59% | −309−0.7% | Reduced |
| DuPont Capital Management Corp | 46,879 | $12.8M | 1.07% | −9,949−17.5% | Reduced |
| Hudson Bay Capital Management LP | 46,842 | $12.8M | 0.09% | +46,842 | New |
| Bogart Wealth, LLC | 46,716 | $12.8M | 0.61% | +707+1.5% | Added |
| Eisler Capital (US) LLC | 46,307 | $12.7M | 2.34% | +46,307 | New |
| Investment Management Corp of Ontario | 45,348 | $12.4M | 0.28% | +10,600+30.5% | Added |
| Advisory Services Network, LLC | 48,228 | $12.4M | 0.26% | 00.0% | Unchanged |
| Equitable Trust Co | 45,267 | $12.4M | 0.79% | −262−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 44,918 | $12.3M | 0.13% | −6,776−13.1% | Reduced |
| Sterling Capital Management LLC | 44,623 | $12.2M | 0.16% | +44,623 | New |
| BLB&B Advisors, LLC | 44,537 | $12.2M | 0.62% | +8,858+24.8% | Added |
| Benjamin Edwards Inc | 44,414 | $12.2M | 0.18% | +43,322+3,967.2% | Added |
| Rothschild Investment LLC | 44,358 | $12.1M | 0.80% | −588−1.3% | Reduced |
| ATOMVEST Ltd | 44,200 | $12.1M | 17.15% | +19,200+76.8% | Added |
| Profund Advisors LLC | 43,987 | $12.0M | 0.46% | +2,233+5.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 43,933 | $12.0M | 3.08% | −40−0.1% | Reduced |
| Bryn Mawr Trust Co | 43,812 | $12.0M | 0.22% | +3,021+7.4% | Added |
| NEOS Investment Management LLC | 43,790 | $12.0M | 0.36% | +8,932+25.6% | Added |
| TownSquare Capital, LLC | 43,712 | $12.0M | 0.14% | −142,541−76.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 43,597 | $11.9M | 0.63% | +42,717+4,854.2% | Added |
| Fiduciary Trust Co | 43,565 | $11.9M | 0.17% | +3,072+7.6% | Added |
| Iyo Bank, Ltd. | 43,532 | $11.9M | 4.23% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 43,434 | $11.9M | 1.17% | +43,434 | New |
| Oppenheimer & Co Inc | 43,332 | $11.9M | 0.18% | +1,515+3.6% | Added |
| FORA Capital, LLC | 43,206 | $11.8M | 1.39% | +42,357+4,989.0% | Added |
| Colony Group, LLC | 43,009 | $11.8M | 0.04% | −164,135−79.2% | Reduced |
| Summit Trail Advisors, LLC | 42,741 | $11.7M | 0.29% | +3,196+8.1% | Added |
| Azimuth Capital Investment Management LLC | 42,426 | $11.6M | 0.45% | −416−1.0% | Reduced |
| Boothbay Fund Management, LLC | 42,311 | $11.6M | 0.37% | +42,311 | New |
| McRae Capital Management Inc | 42,304 | $11.6M | 2.26% | +2,652+6.7% | Added |
| Great Lakes Advisors, LLC | 42,134 | $11.5M | 0.10% | +4,967+13.4% | Added |