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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 28,142 | $7.70M | 0.22% | +319+1.1% | Added |
| Grafton Street Partners Fund, LP | 28,095 | $7.69M | 6.10% | −16,000−36.3% | Reduced |
| Wetherby Asset Management Inc | 27,952 | $7.65M | 0.35% | +413+1.5% | Added |
| National Asset Management, Inc. | 27,599 | $7.64M | 0.21% | −983−3.4% | Reduced |
| Concurrent Investment Advisors, LLC | 53,674 | $7.60M | 0.23% | +1,486+2.8% | Added |
| Dillon & Associates Inc | 27,584 | $7.56M | 1.06% | +836+3.1% | Added |
| Principal Securities, Inc. | 27,411 | $7.50M | 0.18% | −8,337−23.3% | Reduced |
| Shell Asset Management Co | 27,248 | $7.46M | 0.33% | +27,248 | New |
| Selective Wealth Management, Inc. | 25,416 | $7.41M | 3.08% | −1,908−7.0% | Reduced |
| Evercore Wealth Management, LLC | 27,020 | $7.40M | 0.11% | −117−0.4% | Reduced |
| Selkirk Management LLC | 27,000 | $7.39M | 3.02% | 00.0% | Unchanged |
| Veriti Management LLC | 26,944 | $7.37M | 0.40% | +4,526+20.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,806 | $7.34M | 0.62% | +1,708+6.8% | Added |
| FourThought Financial Partners, LLC | 26,769 | $7.33M | 0.87% | +912+3.5% | Added |
| Empowered Funds, LLC | 26,725 | $7.31M | 0.12% | −30,433−53.2% | Reduced |
| Bleakley Financial Group, LLC | 26,723 | $7.31M | 0.22% | +1,615+6.4% | Added |
| Phoenix Holdings Ltd. | 26,654 | $7.31M | 0.11% | +2,784+11.7% | Added |
| Atlantic Union Bankshares Corp | 26,635 | $7.29M | 0.42% | +4,564+20.7% | Added |
| Guinness Atkinson Asset Management Inc | 26,592 | $7.28M | 3.54% | +45+0.2% | Added |
| Cohen Capital Management, Inc. | 26,461 | $7.24M | 1.17% | +560+2.2% | Added |
| ClariVest Asset Management LLC | 28,128 | $7.23M | 0.74% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 26,248 | $7.18M | 0.21% | +26,248 | New |
| Arrow Financial Corp | 26,235 | $7.18M | 0.66% | +985+3.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 26,183 | $7.17M | 0.63% | +615+2.4% | Added |
| Chartwell Investment Partners, LLC | 26,100 | $7.14M | 0.25% | −5,433−17.2% | Reduced |
| Squarepoint Ops LLC | 26,089 | $7.14M | 0.02% | −99,778−79.3% | Reduced |
| Park Avenue Securities LLC | 26,004 | $7.12M | 0.08% | −3,736−12.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 25,973 | $7.11M | 0.41% | +3,792+17.1% | Added |
| Apollon Wealth Management, LLC | 25,801 | $7.06M | 0.20% | +1,434+5.9% | Added |
| Evergreen Capital Management LLC | 25,627 | $7.02M | 0.24% | +1,727+7.2% | Added |
| Kornitzer Capital Management Inc | 25,662 | $7.02M | 0.13% | −1,073−4.0% | Reduced |
| SP Asset Management LLC | 25,597 | $7.01M | 0.58% | +40+0.2% | Added |
| Paloma Partners Management Co | 25,500 | $6.98M | 0.37% | +25,500 | New |
| First Nebraska Trust Co | 25,479 | $6.97M | 0.68% | −180−0.7% | Reduced |
| Strategic Advisors LLC | 25,308 | $6.93M | 1.29% | −20.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,409 | $6.93M | 0.13% | +13,926+121.3% | Added |
| BDF-Gestion | 28,403 | $6.90M | 1.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,003 | $6.84M | 0.21% | −989−3.8% | Reduced |
| Zweig-DiMenna Associates LLC | 25,000 | $6.84M | 0.69% | +23,500+1,566.7% | Added |
| Everence Capital Management Inc | 24,840 | $6.80M | 0.43% | −4,320−14.8% | Reduced |
| Peloton Wealth Strategists | 24,827 | $6.79M | 2.70% | +1,695+7.3% | Added |
| Spinnaker Trust | 24,681 | $6.76M | 0.42% | −874−3.4% | Reduced |
| Louisbourg Investments Inc. | 29,997 | $6.69M | 1.69% | +1,530+5.4% | Added |
| Modera Wealth Management, LLC | 24,341 | $6.66M | 0.08% | +3,308+15.7% | Added |
| Coldstream Capital Management Inc | 23,010 | $6.66M | 0.14% | +6,440+38.9% | Added |
| Knollwood Investment Advisory, LLC | 24,312 | $6.65M | 0.71% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 24,271 | $6.64M | 0.97% | +1,076+4.6% | Added |
| Eastover Investment Advisors LLC | 24,174 | $6.62M | 3.10% | +3,500+16.9% | Added |
| Johnson Investment Counsel Inc | 24,149 | $6.61M | 0.07% | −320−1.3% | Reduced |
| KMG Fiduciary Partners, LLC | 24,099 | $6.60M | 0.57% | +698+3.0% | Added |
| Asio Capital, LLC | 24,071 | $6.59M | 1.25% | −17−0.1% | Reduced |
| HB Wealth Management, LLC | 24,044 | $6.58M | 0.07% | +5,405+29.0% | Added |
| AIA Group Ltd | 24,028 | $6.58M | 0.17% | +1,962+8.9% | Added |
| Pioneer Trust Bank N A | 23,999 | $6.57M | 1.68% | +2,414+11.2% | Added |
| Summit Global Investments | 23,932 | $6.55M | 0.42% | +21,699+971.7% | Added |
| Boston Financial Mangement LLC | 23,866 | $6.53M | 0.19% | +110.0% | Added |
| Pinnbrook Capital Management LP | 23,855 | $6.53M | 1.97% | +23,855 | New |
| Webster Bank, N. A. | 23,835 | $6.52M | 0.69% | −1,214−4.8% | Reduced |
| Clark Capital Management Group, Inc. | 23,833 | $6.52M | 0.04% | +2,267+10.5% | Added |
| Meridian Wealth Management, LLC | 23,729 | $6.49M | 0.32% | +850+3.7% | Added |
| Central Trust Co | 23,592 | $6.46M | 0.15% | −1,320−5.3% | Reduced |
| Moran Wealth Management, LLC | 23,552 | $6.45M | 0.20% | −55,715−70.3% | Reduced |
| Ceera Investments, LLC | 23,513 | $6.44M | 2.43% | −465−1.9% | Reduced |
| SFMG, LLC | 23,348 | $6.39M | 0.52% | +84+0.4% | Added |
| Trifecta Capital Advisors, LLC | 23,300 | $6.38M | 1.33% | +308+1.3% | Added |
| Clean Yield Group | 23,263 | $6.37M | 2.02% | +3,149+15.7% | Added |
| Blue Zone Wealth Advisors, LLC | 23,240 | $6.36M | 1.98% | +677+3.0% | Added |
| Consolidated Investment Group LLC | 23,200 | $6.35M | 0.94% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,142 | $6.33M | 0.28% | −143−0.6% | Reduced |
| HighPoint Advisor Group LLC | 23,046 | $6.31M | 0.37% | −5,294−18.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,029 | $6.30M | 0.29% | +204+0.9% | Added |
| Plimoth Trust Co LLC | 23,014 | $6.30M | 1.59% | +172+0.8% | Added |
| We Are One Seven, LLC | 22,959 | $6.28M | 0.27% | +4,146+22.0% | Added |
| Van Strum & Towne Inc. | 22,943 | $6.28M | 2.17% | +40+0.2% | Added |
| Hantz Financial Services, Inc. | 22,892 | $6.27M | 0.11% | −114,467−83.3% | Reduced |
| Bank Hapoalim BM | 22,876 | $6.26M | 0.95% | −1,044−4.4% | Reduced |
| Equitable Holdings, Inc. | 22,865 | $6.26M | 0.06% | +3,501+18.1% | Added |
| United Services Automobile Association | 22,681 | $6.21M | 0.16% | −4,993−18.0% | Reduced |
| Sendero Wealth Management, LLC | 22,667 | $6.20M | 0.98% | +3,738+19.7% | Added |
| NorthRock Partners, LLC | 22,593 | $6.19M | 0.20% | +3,569+18.8% | Added |
| St Germain D J Co Inc | 22,619 | $6.19M | 0.28% | −400−1.7% | Reduced |
| Vision Capital Management, Inc. | 22,594 | $6.18M | 0.87% | +380+1.7% | Added |
| Horizon Investments, LLC | 22,578 | $6.18M | 0.16% | −246−1.1% | Reduced |
| Brighton Jones LLC | 22,566 | $6.18M | 0.23% | −2,959−11.6% | Reduced |
| Wahed Invest LLC | 22,526 | $6.17M | 1.10% | +891+4.1% | Added |
| Fragasso Group Inc. | 22,513 | $6.16M | 0.47% | +519+2.4% | Added |
| Twin Capital Management Inc | 22,500 | $6.16M | 0.69% | −430−1.9% | Reduced |
| Essex Investment Management Co LLC | 22,452 | $6.15M | 1.07% | −1,278−5.4% | Reduced |
| Meridian Management Co | 22,424 | $6.14M | 1.56% | +828+3.8% | Added |
| Jefferies Financial Group Inc. | 22,349 | $6.12M | 0.10% | +454+2.1% | Added |
| Golden State Equity Partners | 22,193 | $6.07M | 0.95% | +55+0.2% | Added |
| Roanoke Asset Management Corp | 22,165 | $6.07M | 1.91% | +580+2.7% | Added |
| Siemens Fonds Invest GmbH | 22,130 | $6.06M | 0.48% | +65+0.3% | Added |
| M. Kulyk & Associates, LLC | 22,125 | $6.06M | 1.22% | +193+0.9% | Added |
| Advisors Asset Management, Inc. | 22,083 | $6.04M | 0.11% | +2,665+13.7% | Added |
| Longbow Finance SA | 21,897 | $5.99M | 0.64% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 21,868 | $5.99M | 0.88% | +2,354+12.1% | Added |
| Dynamic Advisor Solutions LLC | 21,861 | $5.98M | 0.18% | +313+1.5% | Added |
| Trust Co of Kansas | 21,790 | $5.96M | 2.90% | +191+0.9% | Added |
| Conning Inc. | 21,730 | $5.95M | 0.20% | −23−0.1% | Reduced |