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
- 2,656
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 21,679 | $5.93M | 0.38% | −2,753−11.3% | Reduced |
| Allworth Financial LP | 21,665 | $5.93M | 0.04% | −1,495−6.5% | Reduced |
| Iowa State Bank | 21,436 | $5.87M | 1.21% | −220−1.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 21,382 | $5.86M | 0.65% | −18,220−46.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 21,388 | $5.85M | 2.05% | +714+3.5% | Added |
| GFI Investment Counsel Ltd. | 21,364 | $5.85M | 0.68% | +21,364 | New |
| Renaissance Investment Group LLC | 21,277 | $5.82M | 1.21% | +840+4.1% | Added |
| RB Capital Management, LLC | 21,242 | $5.81M | 1.37% | +17+0.1% | Added |
| Hillman Capital Management, Inc. | 21,205 | $5.80M | 1.99% | +12+0.1% | Added |
| Checchi Capital Advisers, LLC | 21,197 | $5.80M | 0.43% | +548+2.7% | Added |
| Lazard Freres Gestion S.A.S. | 21,100 | $5.78M | 0.12% | −3,187−13.1% | Reduced |
| Meritage Portfolio Management | 21,047 | $5.76M | 0.35% | −298−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,866 | $5.71M | 0.40% | +4,267+25.7% | Added |
| Family Management Corp | 20,682 | $5.66M | 0.94% | +7,680+59.1% | Added |
| Greater Midwest Financial Group, LLC | 20,676 | $5.66M | 3.32% | −92−0.4% | Reduced |
| Stevens Capital Management LP | 20,658 | $5.65M | 0.80% | +20,658 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,604 | $5.64M | 2.18% | −407−1.9% | Reduced |
| Bridge Creek Capital Management LLC | 20,455 | $5.60M | 1.69% | +55+0.3% | Added |
| Smithbridge Asset Management Inc | 20,455 | $5.60M | 0.96% | +8,609+72.7% | Added |
| Argent Trust Co | 20,336 | $5.57M | 0.23% | −4,500−18.1% | Reduced |
| Tairen Capital Ltd | 19,000 | $5.54M | 0.20% | −24,000−55.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 20,121 | $5.51M | 0.30% | +8,385+71.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.51M | 1.85% | 00.0% | Unchanged |
| Ossiam | 20,101 | $5.50M | 0.11% | −52,567−72.3% | Reduced |
| E Fund Management Co., Ltd. | 20,074 | $5.49M | 0.28% | +4,236+26.7% | Added |
| Bailard, Inc. | 20,060 | $5.49M | 0.14% | −320−1.6% | Reduced |
| Petredis Investment Advisors LLC | 20,029 | $5.48M | 0.58% | −49−0.2% | Reduced |
| Ally Financial Inc. | 20,000 | $5.47M | 0.66% | +2,000+11.1% | Added |
| Stoneridge Investment Partners LLC | 19,934 | $5.46M | 2.03% | −2,495−11.1% | Reduced |
| Brown Brothers Harriman & Co | 19,902 | $5.45M | 0.04% | −1,361−6.4% | Reduced |
| Meridian Wealth Advisors, LLC | 19,818 | $5.42M | 0.91% | +449+2.3% | Added |
| SeaBridge Investment Advisors LLC | 19,747 | $5.40M | 1.32% | +178+0.9% | Added |
| AlTi Global, Inc. | 19,693 | $5.40M | 0.13% | +3,566+22.1% | Added |
| Mission Wealth Management, LP | 19,574 | $5.36M | 0.13% | +1,357+7.4% | Added |
| Cullinan Associates Inc | 18,396 | $5.35M | 0.30% | −2,826−13.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,523 | $5.34M | 0.21% | +166+0.9% | Added |
| Bouvel Investment Partners, LLC | 19,520 | $5.34M | 2.01% | +94+0.5% | Added |
| Elite Wealth Management, Inc. | 19,368 | $5.30M | 1.22% | +211+1.1% | Added |
| Sonora Investment Management Group, LLC | 19,334 | $5.29M | 0.39% | +13,843+252.1% | Added |
| Walleye Capital LLC | 19,318 | $5.29M | 0.06% | −49,175−71.8% | Reduced |
| Summit Financial, LLC | 19,220 | $5.27M | 0.21% | +130+0.7% | Added |
| YHB Investment Advisors, Inc. | 19,233 | $5.26M | 0.44% | +811+4.4% | Added |
| Red Door Wealth Management, LLC | 19,229 | $5.26M | 0.88% | +1,577+8.9% | Added |
| Miracle Mile Advisors, LLC | 19,200 | $5.26M | 0.12% | −840−4.2% | Reduced |
| Sawyer & Company, Inc | 19,163 | $5.25M | 1.94% | +348+1.8% | Added |
| Linden Thomas Advisory Services, LLC | 19,155 | $5.24M | 0.72% | +922+5.1% | Added |
| Ballentine Partners, LLC | 19,008 | $5.20M | 0.09% | +3,846+25.4% | Added |
| Vestcor Inc | 18,936 | $5.18M | 0.16% | −10,000−34.6% | Reduced |
| Signaturefd, LLC | 18,865 | $5.16M | 0.10% | +837+4.6% | Added |
| First Horizon Advisors, Inc. | 18,830 | $5.15M | 0.14% | +181+1.0% | Added |
| Integrated Wealth Concepts LLC | 18,780 | $5.14M | 0.06% | −1,986−9.6% | Reduced |
| AXS Investments LLC | 18,723 | $5.12M | 1.36% | −3,730−16.6% | Reduced |
| Spire Wealth Management | 18,613 | $5.09M | 0.17% | −17,352−48.2% | Reduced |
| Woodmont Investment Counsel LLC | 18,540 | $5.07M | 0.38% | +283+1.6% | Added |
| Harbour Capital Advisors, LLC | 17,594 | $5.07M | 1.17% | −322−1.8% | Reduced |
| Codex Capital Asset Management L.L.C. | 18,500 | $5.06M | 2.25% | −5,500−22.9% | Reduced |
| Strategic Blueprint, LLC | 18,442 | $5.05M | 0.31% | −4,225−18.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,360 | $5.03M | 0.27% | +1,094+6.3% | Added |
| Brady Family Wealth, LLC | 18,279 | $5.00M | 1.50% | +322+1.8% | Added |
| Simplex Trading, LLC | 18,218 | $4.99M | 0.17% | +18,218 | New |
| Mount Yale Investment Advisors, LLC | 18,190 | $4.98M | 0.48% | +18,190 | New |
| Y.D. More Investments Ltd | 18,133 | $4.96M | 0.52% | −2,272−11.1% | Reduced |
| Bray Capital Advisors | 18,096 | $4.95M | 1.21% | −345−1.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,054 | $4.94M | 2.06% | −304−1.7% | Reduced |
| Gifford Fong Associates | 18,009 | $4.93M | 1.23% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 17,994 | $4.93M | 0.37% | −351−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 17,982 | $4.92M | 0.88% | −240−1.3% | Reduced |
| Zions Bancorporation, N.A. | 17,866 | $4.89M | 0.36% | +1,663+10.3% | Added |
| Caldwell Trust Co | 17,841 | $4.88M | 0.51% | −511−2.8% | Reduced |
| Azzad Asset Management Inc | 17,800 | $4.87M | 0.55% | +1,676+10.4% | Added |
| Steel Peak Wealth Management LLC | 17,731 | $4.86M | 0.22% | −81,694−82.2% | Reduced |
| Garde Capital, Inc. | 17,694 | $4.84M | 0.32% | −512−2.8% | Reduced |
| Wedmont Private Capital | 16,972 | $4.83M | 0.28% | +1,098+6.9% | Added |
| Bulltick Wealth Management, LLC | 17,607 | $4.83M | 1.20% | −2,600−12.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,522 | $4.80M | 1.19% | +10.0% | Added |
| Timber Creek Capital Management LLC | 17,483 | $4.79M | 1.34% | +703+4.2% | Added |
| Gateway Advisory, LLC | 17,459 | $4.78M | 0.77% | +332+1.9% | Added |
| Capital Analysts, LLC | 17,397 | $4.76M | 0.19% | +1,735+11.1% | Added |
| Promethos Capital, LLC | 17,360 | $4.75M | 1.69% | +17,360 | New |
| Cullen Investment Group, Ltd. | 17,298 | $4.73M | 0.71% | −1,700−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 17,185 | $4.70M | 0.18% | −1,171−6.4% | Reduced |
| Hudson Capital Management LLC | 17,181 | $4.70M | 1.50% | +202+1.2% | Added |
| Oak Associates, Ltd | 17,181 | $4.70M | 0.32% | −264−1.5% | Reduced |
| Independent Financial Group, LLC | 17,172 | $4.70M | 0.17% | −371−2.1% | Reduced |
| Invst, LLC | 17,003 | $4.65M | 0.56% | +685+4.2% | Added |
| Diversify Wealth Management, LLC | 16,345 | $4.65M | 0.45% | −3,488−17.6% | Reduced |
| TD Private Client Wealth LLC | 16,883 | $4.62M | 0.13% | +8,949+112.8% | Added |
| South State Corp. | 16,852 | $4.61M | 0.32% | −143−0.8% | Reduced |
| LGT Group Foundation | 16,474 | $4.60M | 0.08% | +2,836+20.8% | Added |
| Frank, Rimerman Advisors LLC | 16,803 | $4.60M | 0.33% | +909+5.7% | Added |
| Parsons Capital Management Inc | 16,794 | $4.60M | 0.29% | −70−0.4% | Reduced |
| Condor Capital Management | 16,743 | $4.58M | 0.41% | +215+1.3% | Added |
| Whalerock Point Partners, LLC | 16,637 | $4.55M | 1.08% | +388+2.4% | Added |
| D L Carlson Investment Group Inc | 16,629 | $4.55M | 0.82% | −195−1.2% | Reduced |
| Prentiss Smith & Co Inc | 16,617 | $4.55M | 2.91% | −21−0.1% | Reduced |
| HighVista Strategies LLC | 16,585 | $4.54M | 1.57% | −4,600−21.7% | Reduced |
| First Interstate Bank | 16,583 | $4.54M | 0.28% | −280−1.7% | Reduced |
| Cavalier Investments, LLC | 16,347 | $4.47M | 1.37% | +966+6.3% | Added |
| Northeast Financial Consultants Inc | 16,202 | $4.43M | 0.19% | −426−2.6% | Reduced |
| HBW Advisory Services LLC | 16,172 | $4.43M | 0.65% | −2,498−13.4% | Reduced |