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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.

Q4 2024 vs. Q3 2024

How the institutions holding Salesforce, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of CRM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2,656523,109+505
Shares764.3M4.14M775.1M+15.0M (+2.0%)
Value$209.1B$1.14B$258.7B+$50.7B (+24.4%)

52 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (592)

Institutions that held Salesforce, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 592 by value.

Institutions new to CRM in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc3,510,198$1.17B0.43%
Universal- Beteiligungs- und Servicegesellschaft mbH1,174,436$392.6M0.78%
Point72 Asset Management, L.P.888,771$297.1M0.81%
Qube Research & Technologies Ltd644,264$215.4M0.35%
Holocene Advisors, LP624,869$208.9M0.68%
DJE Kapital AG379,525$126.8M2.97%
KLP Kapitalforvaltning AS364,143$121.9M0.58%
Lansforsakringar Fondforvaltning AB (publ)353,283$118.1M0.66%
Actiam N.V.334,579$111.9M1.72%
Union Bancaire Privee, UBP SA313,960$104.2M1.84%
Foxhaven Asset Management, LP241,450$80.7M2.16%
Berkley W R Corp223,800$74.8M4.23%
HRT Financial LP203,628$68.1M0.35%
Raiffeisen Bank International AG196,548$66.0M1.00%
Atalanta Sosnoff Capital, LLC183,947$61.5M1.34%
Lord, Abbett & Co. LLC183,602$61.4M0.19%
Fisher Funds Management LTD176,036$58.7M1.42%
Ofi Invest Asset Management169,835$54.8M1.29%
WT Asset Management Ltd152,451$51.0M5.62%
Police & Firemen's Retirement System of New Jersey134,444$44.9M0.44%
Trybe Capital Management LP133,524$44.6M12.25%
Jain Global LLC132,912$44.4M1.33%
Keystone Investors Pte Ltd131,358$43.9M3.07%
Groupe la Francaise126,931$43.4M1.12%
Antipodes Partners Ltd129,327$43.2M1.50%
Aware Super Pty Ltd as trustee of Aware Super120,787$40.4M0.64%
Bowen Hanes & Co Inc114,380$38.2M1.03%
Triglav Skladi, D.O.O.104,119$34.8M2.74%
Point72 (DIFC) Ltd104,072$34.8M3.14%
Candlestick Capital Management LP97,833$32.7M1.18%
Generali Asset Management SPA SGR90,874$30.4M0.78%
Avala Global LP82,200$27.5M1.71%
Leith Wheeler Investment Counsel Ltd.73,297$24.5M1.77%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.70,395$23.5M2.85%
Cubist Systematic Strategies, LLC69,845$23.4M0.38%
Benchstone Capital Management LP63,338$21.2M2.19%
Avanza Fonder AB62,989$21.1M0.63%
CenterBook Partners LP62,890$21.0M1.26%
Mirae Asset Securities (USA) Inc.62,762$21.0M0.98%
Banque Transatlantique SA63,228$20.9M0.53%
Insight Holdings Group, LLC49,500$16.5M1.07%
Brevan Howard Capital Management LP48,764$16.3M0.40%
Sava Infond d.o.o.48,750$16.3M2.88%
Canada Post Corp Registered Pension Plan47,186$15.8M0.93%
ExodusPoint Capital Management, LP45,957$15.4M0.16%
Parallax Volatility Advisers, L.P.45,317$15.2M0.33%
Artemis Investment Management LLP45,216$15.1M0.22%
Soros Capital Management LLC44,000$14.7M2.30%
Cary Street Partners Financial LLC43,981$14.7M0.48%
Monolith Management Ltd42,000$14.0M7.32%
Point72 Asia (Singapore) Pte. Ltd.41,861$14.0M3.70%
Lynwood Price Capital Management LP41,000$13.7M9.44%
Spence Asset Management40,812$13.6M2.98%
Picton Mahoney Asset Management40,580$13.6M0.51%
Castleark Management LLC38,880$13.0M0.45%
GF Fund Management Co. Ltd.36,379$12.2M0.27%
Kemnay Advisory Services Inc.34,498$11.5M2.07%
Headlands Technologies LLC33,814$11.3M1.14%
Hartline Investment Corp33,071$11.1M1.27%
Boyer & Corporon Wealth Management, LLC32,709$10.9M3.90%
Churchill Management Corp32,696$10.9M0.12%
Caisse des Depots Et Consignations30,191$10.1M0.50%
Premier Fund Managers Ltd29,120$9.78M0.35%
Rheos Capital Works Inc.29,000$9.70M0.54%
Maytus Capital Management, LLC29,000$9.70M3.39%
Bayesian Capital Management, LP28,768$9.62M1.18%
Marsico Capital Management LLC28,653$9.58M0.26%
Hidden Lake Asset Management LP27,450$9.18M6.27%
Capital Fund Management S.A.27,398$9.16M0.09%
Q Fund Management (Hong Kong) Ltd26,100$8.73M9.15%
Evelyn Partners Investment Management LLP24,029$8.03M0.26%
Generali Investments, Management Co LLC23,566$7.88M2.04%
Engineers Gate Manager LP22,879$7.65M0.13%
Triavera Capital LLC22,573$7.55M4.54%
Hamilton Capital Partners, LLC22,517$7.53M4.75%
Square Wave Partners, L.P.21,438$7.17M6.91%
Square Wave Capital, LLC21,438$7.17M6.91%
Sandler Capital Management20,798$6.95M1.14%
Virtu Financial LLC20,718$6.93M0.37%
Telemark Asset Management, LLC20,000$6.69M0.67%
Marathon Trading Investment Management LLC19,997$6.69M1.11%
Atika Capital Management LLC19,400$6.49M0.84%
Jericho Financial, LLP18,887$6.31M4.57%
Burling Wealth Partners, LLC18,492$6.18M1.26%
Y-Intercept (Hong Kong) Ltd18,155$6.07M0.40%
TFJ Management, LLC17,561$5.87M5.29%
Twinbeech Capital LP17,020$5.69M0.10%
Boston Private Wealth LLC16,269$5.44M0.10%
SBI Securities Co., Ltd.16,261$5.44M0.17%
PEAK6 LLC16,108$5.39M0.21%
Chiron Investment Management, LLC16,104$5.38M1.79%
Catalyst Funds Management Pty Ltd15,700$5.25M1.30%
Generali Investments CEE, investicni spolecnost, a.s.15,424$5.16M0.53%
Point72 Hong Kong Ltd15,221$5.09M0.32%
Sagespring Wealth Partners, LLC14,765$4.94M0.13%
MUFG Securities Americas Inc.14,112$4.72M0.60%
Vega Investment Solutions13,880$4.64M3.82%
XTX Topco Ltd13,572$4.54M0.38%
Highland Capital Management, LLC12,925$4.32M0.25%
Otter Creek Advisors, LLC12,525$4.19M2.88%

Sold out (87)

Institutions that held Salesforce, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CRM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Generation Investment Management LLP1,421,407$389.1M
Distillate Capital Partners LLC132,242$36.2M
Temasek Holdings (Private) Ltd96,328$26.4M
Kodai Capital Management LP75,176$20.6M
Immersion Capital LLP66,064$18.1M
FORA Capital, LLC43,206$11.8M
Invenomic Capital Management LP39,250$10.7M
Grafton Street Partners Fund, LP28,095$7.69M
Veriti Management LLC26,944$7.37M
IMC-Chicago, LLC26,248$7.18M
Siemens Fonds Invest GmbH22,130$6.06M
Dynamic Advisor Solutions LLC21,861$5.98M
Westbourne Investment Advisors, Inc.21,388$5.85M
Ally Financial Inc.20,000$5.47M
Sowell Financial Services LLC15,442$4.23M
Graham Capital Management, L.P.14,031$3.84M
O'Neil Global Advisors, Inc.9,330$2.55M
EFG Asset Management (North America) Corp.8,646$2.37M
RV Capital GmbH7,000$1.92M
PKO Investment Management Joint-Stock Co7,000$1.92M
AnglePoint Asset Management Ltd6,900$1.89M
Global X Japan Co., Ltd.6,676$1.83M
Granger Management LLC5,508$1.51M
Prevail Innovative Wealth Advisors, LLC5,368$1.47M
Elyxium Wealth, LLC4,883$1.34M
Fiduciary Family Office, LLC4,630$1.27M
Shariaportfolio, Inc.4,317$1.18M
CMT Capital Markets Trading GmbH4,041$1.11M
Advisor Resource Council4,033$1.10M
Capital Wealth Planning, LLC3,726$1.02M
Copperwynd Financial, LLC3,641$996.5K
Dark Forest Capital Management LP2,839$777.1K
Deerfield Management Company, L.P. (Series C)2,806$768.0K
Bright Futures Wealth Management, LLC.2,530$749.9K
XR Securities LLC2,479$678.5K
Global Assets Advisory, LLC2,072$561.3K
FNY Investment Advisers, LLC1,966$538.0K
Sumitomo Mitsui Financial Group, Inc.1,931$534.2K
Strategic Advocates LLC1,584$433.6K
DCM Advisors, LLC1,495$409.1K
King Wealth1,423$389.0K
Zimmermann Investment Management & Planning LLC1,397$382.4K
Lake Street Financial LLC1,359$372.1K
Turtle Creek Wealth Advisors, LLC1,346$368.4K
Koss-Olinger Consulting, LLC1,296$355.0K
MBB Public Markets I LLC1,260$344.9K
Net Worth Advisory Group1,242$340.0K
Evolutionary Tree Capital Management, LLC1,180$323.0K
Heritage Oak Wealth Advisors LLC1,180$323.0K
Blake Schutter Theil Wealth Advisors, LLC1,132$309.8K
Bridgefront Capital, LLC1,113$304.6K
Goodman Advisory Group, LLC1,046$286.3K
Princeton Capital Management LLC999$273.5K
BlueChip Wealth Advisors LLC991$271.2K
Select Asset Management & Trust986$270.0K
Silverlake Wealth Management LLC894$244.7K
HTLF Bank871$238.4K
E&G Advisors, LP804$220.1K
WealthBridge Capital Management, LLC799$218.7K
Capital Markets Trading UK LLP790$216.0K
Thrive Capital Management, LLC767$210.1K
Legacy Wealth Management, LLC767$209.9K
Burke & Herbert Bank & Trust Co749$205.0K
RHS Financial, LLC748$204.7K
Calton & Associates, Inc.747$204.5K
Mizuho Markets Cayman LP736$201.5K
Paladin Wealth, LLC582$159.3K
Laurion Capital Management LP566$154.9K
Flaharty Asset Management, LLC419$114.7K
Stone House Investment Management, LLC385$105.4K
McMahon Financial Advisors, LLC374$102.4K
Baldwin Brothers Inc368$100.8K
Reston Wealth Management LLC284$77.7K
DSM Capital Partners LLC220$60.2K
Bull Oak Capital, LLC218$59.7K
Voisard Asset Management Group, Inc.93$25.5K
Optiver Holding B.V.88$24.1K
Redmont Wealth Advisors LLC50$13.7K
Macroview Investment Management LLC48$13.2K
Hoey Investments, Inc45$11.6K
Uncommon Cents Investing LLC42$11.5K
Hobbs Group Advisors, LLC32$8.76K
Toth Financial Advisory Corp20$5.47K
Claris Advisors, LLC18$4.93K
Centerpoint Advisors, LLC15$4.00K
Mendota Financial Group, LLC9$2.46K
DAGCO, Inc.7$1.92K

Not filed for Q4 2024 yet (52)

Institutions that held Salesforce, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,394,487$655.4M
Raymond James Financial Services Advisors, Inc.1,022,242$279.8M
B. Metzler seel. Sohn & Co. Holding AG148,417$40.6M
Eagle Asset Management Inc75,295$24.2M
Prio Wealth Limited Partnership70,162$19.2M
Rakuten Investment Management, Inc.55,022$15.2M
Raymond James Trust N.A.50,667$13.9M
Banque Cantonale Vaudoise48,742$13.3M
Eisler Capital (US) LLC46,307$12.7M
SpiderRock Advisors, LLC29,726$8.14M
First Trust Investment Solutions L.P.29,557$8.09M
ClariVest Asset Management LLC28,128$7.23M
Chartwell Investment Partners, LLC26,100$7.14M
Smithbridge Asset Management Inc20,455$5.60M
Gateway Advisory, LLC17,459$4.78M
FinTrust Capital Advisors, LLC7,753$2.12M
M&R Capital Management Inc7,342$2.01M
9258 Wealth Management, LLC6,890$1.89M
Argent Financial Group, Inc.6,708$1.84M
Axiom Advisory, LLC6,272$1.61M
CIC Wealth, LLC4,943$1.35M
Brophy Wealth Management, LLC4,712$1.29M
Eisler Capital (UK) Ltd.2,896$792.7K
Seaport Global Advisors, LLC2,715$743.1K
Vancity Investment Management Ltd2,675$732.0K
Inscription Capital, LLC2,593$709.7K
Alera Investment Advisors, LLC2,398$656.4K
Pegasus Partners Ltd.2,272$621.9K
Cedrus LLC2,096$573.7K
Kowal Investment Group, LLC1,772$485.0K
Pioneer Wealth Management Group1,668$456.5K
GYL Financial Synergies, LLC1,667$456.2K
Hyperion Partners, LLC1,651$451.9K
Verdad Advisers, LP1,642$449.4K
Susquehanna International Group Ltd.1,392$381.0K
DSC Advisors, L.P.1,214$332.3K
Fort, L.P.1,071$293.1K
Sweet Financial Partners, LLC954$261.0K
Diversified, LLC929$254.3K
Alpine Bank Wealth Management879$240.6K
Source Financial Advisors LLC812$222.3K
Union Investments & Development Ltd.350$95.8K
Northwest Investment Counselors, LLC298$81.6K
Annapolis Financial Services, LLC139$38.0K
First Personal Financial Services125$34.2K
Planning Capital Management Corp116$31.8K
Peterson Financial Group, Inc.75$20.5K
Naples Money Management LLC60$16.4K
Carmichael Hill & Associates, Inc.49$13.4K
WFA of San Diego, LLC17$4.65K
PEAK6 Investments LLC2$676
SYSTM Wealth Solutions LLC2$548