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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 44,758 | $11.5M | 1.31% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 42,005 | $11.5M | 2.01% | −538−1.3% | Reduced |
| Means Investment Co., Inc. | 41,999 | $11.5M | 1.28% | +1,297+3.2% | Added |
| Vestor Capital, LLC | 41,897 | $11.5M | 0.90% | +41,170+5,663.0% | Added |
| NFJ Investment Group, LLC | 41,759 | $11.4M | 0.33% | +2,705+6.9% | Added |
| PGGM Investments | 41,698 | $11.4M | 0.15% | +2,296+5.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 41,215 | $11.3M | 1.19% | +5,900+16.7% | Added |
| Exchange Capital Management, Inc. | 41,130 | $11.3M | 1.79% | −2,061−4.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $11.2M | 0.93% | 00.0% | Unchanged |
| Philadelphia Trust Co | 40,797 | $11.2M | 0.81% | +1,581+4.0% | Added |
| Edentree Asset Management Ltd | 40,280 | $11.0M | 3.19% | −13,925−25.7% | Reduced |
| Sand Hill Global Advisors, LLC | 40,195 | $11.0M | 0.46% | +244+0.6% | Added |
| Moors & Cabot, Inc. | 40,113 | $11.0M | 0.55% | +1,189+3.1% | Added |
| Amica Mutual Insurance Co | 40,056 | $11.0M | 1.06% | −2,982−6.9% | Reduced |
| Bornite Capital Management LP | 40,000 | $10.9M | 1.94% | +40,000 | New |
| Noked Israel Ltd | 40,000 | $10.9M | 2.39% | +10,000+33.3% | Added |
| Maxi Investments CY Ltd | 39,974 | $10.9M | 2.92% | −4,953−11.0% | Reduced |
| Twin Tree Management, LP | 39,750 | $10.9M | 0.25% | −77,391−66.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,743 | $10.9M | 1.20% | +12,294+44.8% | Added |
| MAI Capital Management | 39,629 | $10.8M | 0.10% | −1,903−4.6% | Reduced |
| Investment House LLC | 39,314 | $10.8M | 0.58% | +27,573+234.8% | Added |
| Invenomic Capital Management LP | 39,250 | $10.7M | 0.59% | +39,250 | New |
| Thames Capital Management LLC | 39,198 | $10.7M | 3.34% | +5,143+15.1% | Added |
| Quadrature Capital Ltd | 39,154 | $10.7M | 0.24% | −206,239−84.0% | Reduced |
| Adell Harriman & Carpenter Inc | 38,829 | $10.6M | 0.77% | −745−1.9% | Reduced |
| MUFG Securities EMEA plc | 38,637 | $10.6M | 0.43% | −62,438−61.8% | Reduced |
| Motco | 38,595 | $10.6M | 1.06% | −1,763−4.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,555 | $10.6M | 0.72% | +6,217+19.2% | Added |
| Pallas Capital Advisors LLC | 36,658 | $10.5M | 0.45% | −375−1.0% | Reduced |
| J. Safra Sarasin Holding AG | 38,245 | $10.5M | 0.18% | +18,183+90.6% | Added |
| RPG Investment Advisory, LLC | 38,101 | $10.4M | 1.49% | +1,340+3.6% | Added |
| Marks Group Wealth Management, Inc | 38,100 | $10.4M | 1.00% | +1,837+5.1% | Added |
| Roffman Miller Associates Inc | 38,085 | $10.4M | 0.64% | +2,617+7.4% | Added |
| EULAV Asset Management | 38,004 | $10.4M | 0.25% | −52,401−58.0% | Reduced |
| Groupama Asset Managment | 94,585 | $10.4M | 0.27% | +72,045+319.6% | Added |
| Arkadios Wealth Advisors | 37,838 | $10.4M | 0.59% | +3,598+10.5% | Added |
| Trust Co of Vermont | 37,575 | $10.3M | 0.52% | +452+1.2% | Added |
| Northstar Asset Management Inc | 37,485 | $10.3M | 2.52% | +873+2.4% | Added |
| CSM Advisors, LLC | 37,465 | $10.3M | 0.67% | +2,910+8.4% | Added |
| Nemes Rush Group LLC | 33,933 | $10.2M | 1.48% | −882−2.5% | Reduced |
| Sandy Spring Bank | 37,293 | $10.2M | 0.42% | −2,165−5.5% | Reduced |
| Vinva Investment Management Ltd | 36,897 | $10.2M | 0.44% | −342−0.9% | Reduced |
| Shelton Capital Management | 36,976 | $10.1M | 0.26% | −581−1.5% | Reduced |
| Forbes J M & Co LLP | 36,628 | $10.0M | 0.98% | −139−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,432 | $9.97M | 1.56% | +9,622+35.9% | Added |
| Stratos Wealth Partners, LTD. | 36,263 | $9.93M | 0.14% | −3,356−8.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 36,213 | $9.91M | 2.98% | −2,159−5.6% | Reduced |
| Kinneret Advisory, LLC | 36,147 | $9.91M | 0.91% | −474−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 35,875 | $9.82M | 0.94% | +2,148+6.4% | Added |
| Moore Capital Management, LP | 35,867 | $9.82M | 0.28% | +11,984+50.2% | Added |
| Polen Capital Management LLC | 35,710 | $9.77M | 0.03% | −6,678,978−99.5% | Reduced |
| Columbus Hill Capital Management, L.P. | 35,459 | $9.71M | 1.98% | −38,300−51.9% | Reduced |
| Stratos Wealth Advisors, LLC | 35,188 | $9.63M | 0.44% | +283+0.8% | Added |
| Independent Advisor Alliance | 35,103 | $9.61M | 0.35% | +2,107+6.4% | Added |
| Bragg Financial Advisors, Inc | 34,963 | $9.57M | 0.39% | +8,604+32.6% | Added |
| Zacks Investment Management | 34,918 | $9.56M | 0.08% | +4,489+14.8% | Added |
| Bokf, NA | 33,776 | $9.49M | 0.17% | −11,827−25.9% | Reduced |
| Channing Capital Management, LLC | 34,269 | $9.38M | 0.24% | −107−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,204 | $9.36M | 1.00% | +182+0.5% | Added |
| Partners Capital Investment Group, LLP | 34,139 | $9.34M | 0.15% | −1,948−5.4% | Reduced |
| Simmons Bank | 33,872 | $9.27M | 0.67% | +907+2.8% | Added |
| Dnca Finance | 33,800 | $9.25M | 0.79% | −6,200−15.5% | Reduced |
| Novare Capital Management LLC | 33,600 | $9.20M | 0.78% | +285+0.9% | Added |
| Silicon Valley Capital Partners | 33,278 | $9.11M | 1.19% | −3,115−8.6% | Reduced |
| Empirical Finance, LLC | 33,203 | $9.09M | 0.53% | +757+2.3% | Added |
| CAPROCK Group, Inc. | 33,142 | $9.08M | 0.33% | −429−1.3% | Reduced |
| Parus Finance (UK) Ltd | 33,170 | $9.08M | 2.92% | +33,170 | New |
| Keybank National Association | 33,012 | $9.04M | 0.03% | +137+0.4% | Added |
| Valeo Financial Advisors, LLC | 79,256 | $9.02M | 0.26% | +1,695+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 32,504 | $8.90M | 0.33% | −511−1.5% | Reduced |
| Ardsley Advisory Partners LP | 32,500 | $8.90M | 1.68% | +15,500+91.2% | Added |
| CMH Wealth Management LLC | 32,419 | $8.89M | 2.09% | −182−0.6% | Reduced |
| Grassi Investment Management | 32,414 | $8.87M | 0.77% | −749−2.3% | Reduced |
| Snowden Capital Advisors LLC | 32,358 | $8.87M | 0.26% | −3,165−8.9% | Reduced |
| Gotham Asset Management, LLC | 32,153 | $8.80M | 0.09% | −19,542−37.8% | Reduced |
| Meyer Handelman Co | 32,081 | $8.78M | 0.30% | −3,010−8.6% | Reduced |
| Foundations Investment Advisors, LLC | 31,721 | $8.68M | 0.18% | +4,891+18.2% | Added |
| Level Four Advisory Services, LLC | 29,526 | $8.60M | 0.36% | −60.0% | Reduced |
| Citadel Advisors LLC | 31,284 | $8.56M | 0.01% | −278,498−89.9% | Reduced |
| First National Trust Co | 31,131 | $8.52M | 0.33% | +316+1.0% | Added |
| North Star Asset Management Inc | 30,912 | $8.46M | 0.38% | +7,400+31.5% | Added |
| Procyon Private Wealth Partners, LLC | 30,865 | $8.45M | 0.58% | −307−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,712 | $8.41M | 0.20% | −197−0.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 30,500 | $8.35M | 0.45% | +945+3.2% | Added |
| Pinnacle Associates Ltd | 31,664 | $8.33M | 0.14% | +332+1.1% | Added |
| Beacon Investment Advisory Services, Inc. | 30,022 | $8.22M | 0.34% | −1,184−3.8% | Reduced |
| Sora Investors LLC | 30,000 | $8.21M | 1.43% | −35,000−53.8% | Reduced |
| Callahan Advisors, LLC | 29,989 | $8.21M | 0.80% | +1,909+6.8% | Added |
| Wedbush Securities Inc | 29,854 | $8.17M | 0.30% | −3,192−9.7% | Reduced |
| Plato Investment Management Ltd | 29,864 | $8.17M | 0.66% | +684+2.3% | Added |
| SpiderRock Advisors, LLC | 29,726 | $8.14M | 0.17% | −1,866−5.9% | Reduced |
| Lockheed Martin Investment Management Co | 29,660 | $8.12M | 0.38% | −860−2.8% | Reduced |
| Fundamentun, LLC | 29,640 | $8.11M | 0.57% | +2,236+8.2% | Added |
| First Trust Investment Solutions L.P. | 29,557 | $8.09M | 0.91% | +26,606+901.6% | Added |
| Bank of Nova Scotia Trust Co | 29,268 | $8.01M | 0.81% | +848+3.0% | Added |
| Wormser Freres Gestion | 29,072 | $7.98M | 4.87% | +612+2.2% | Added |
| Harvey Capital Management Inc | 29,136 | $7.97M | 1.99% | +20,661+243.8% | Added |
| River Road Asset Management, LLC | 29,128 | $7.97M | 0.10% | +13,882+91.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,690 | $7.85M | 0.54% | −2,637−8.4% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $7.75M | 0.27% | 00.0% | Unchanged |