Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q4 2024

Institutional positions in Salesforce, Inc. as of Dec 31, 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: 3,110; +505 vs. Q3 2024
Shares held: 775.1M; +15.0M (+2.0%) vs. Q3 2024
Total value: $258.7B; +$50.7B (+24.4%) vs. Q3 2024
New holders: 592; 1,198 more added
Sold out: 87; 1,029 more reduced

52 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 3,110 institutions

Value heldQ4 2024: $258.7B

Institutions holding CRM and their total value by quarter
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, Q4 2024

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2024.

Institutions holding CRM in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bear Mountain Capital, Inc.	1	$335	0.00%	+1	New
IMG Wealth Management, Inc.	2	$669	0.00%	+2	New
Insight Financial Services	3	$1.00K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	4	$1.34K	0.00%	+4	New
Perritt Capital Management Inc	5	$1.68K	0.00%	00.0%	Unchanged
Demars Financial Group, LLC	655,838	$1.96K	0.06%	+655,838	New
DecisionPoint Financial, LLC	6	$2.01K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	8	$2.34K	0.00%	+8	New
Human Investing LLC	7	$2.34K	0.00%	+7	New
Duncker Streett & Co Inc	8	$2.67K	0.00%	−170−95.5%	Reduced
Investment Counsel Co of Nevada	8	$2.67K	0.01%	+8	New
Twin Lakes Capital Management, LLC	8	$2.69K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	9	$3.01K	0.00%	−1−10.0%	Reduced
JDM Financial Group LLC	9	$3.01K	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	10	$3.34K	0.00%	+10	New
Family CFO Inc	11	$3.68K	0.00%	+11	New
Financially Speaking Inc	11	$3.68K	0.00%	+11	New
NBC Securities, Inc.	11	$3.98K	0.36%	−11,587−99.9%	Reduced
Anfield Capital Management, LLC	12	$4.01K	0.00%	−25−67.6%	Reduced
Old Second National Bank of Aurora	12	$4.01K	0.00%	−19−61.3%	Reduced
Sanctuary Wealth Management, L.L.C.	13	$4.35K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	13	$4.35K	0.00%	−24−64.9%	Reduced
Moisand Fitzgerald Tamayo, LLC	13	$4.35K	0.00%	−12−48.0%	Reduced
Lummis Asset Management, LP	14	$4.68K	0.01%	−2−12.5%	Reduced
Westend Capital Management, LLC	14	$4.68K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	15	$5.00K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	15	$5.01K	0.00%	−6−28.6%	Reduced
Painted Porch Advisors LLC	15	$5.01K	0.00%	+15	New
Country Trust Bank	17	$5.68K	0.00%	+17	New
Rogco, LP	18	$6.02K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	18	$6.02K	0.00%	+18	New
Flagship Wealth Advisors, LLC	18	$6.02K	0.00%	+18	New
HighMark Wealth Management LLC	19	$6.35K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	20	$6.54K	0.01%	+20	New
Synergy Investment Management, LLC	20	$6.69K	0.00%	+20	New
PayPay Securities Corp	20	$6.69K	0.29%	−4−16.7%	Reduced
Capital A Wealth Management, LLC	20	$6.69K	0.01%	+20	New
LSV Asset Management	20	$7.00K	0.00%	+20	New
Darwin Advisors, LLC	21	$7.02K	0.00%	+21	New
Riggs Asset Managment Co. Inc.	21	$7.05K	0.00%	+2+10.5%	Added
Jackson, Grant Investment Advisers, Inc.	22	$7.36K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$8.00K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	24	$8.02K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	25	$8.36K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	25	$8.36K	0.01%	+25	New
TD Capital Management LLC	26	$8.71K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	27	$8.89K	0.00%	+10+58.8%	Added
Clal Insurance Enterprises Holdings Ltd	26	$9.00K	0.00%	+26	New
CBIZ Investment Advisory Services, LLC	27	$9.03K	0.00%	+19+237.5%	Added
a16z Perennial Management, L.P.	28	$9.36K	0.00%	−9,600−99.7%	Reduced
Carolina Wealth Advisors, LLC	29	$9.70K	0.01%	−26−47.3%	Reduced
Sugar Maple Asset Management, LLC	30	$10.0K	0.01%	+30	New
Gold Investment Management Ltd.	31	$10.4K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	42	$10.8K	0.01%	00.0%	Unchanged
Cyrus J. Lawrence, LLC	35	$11.0K	0.00%	+35	New
Godsey & Gibb Associates	34	$11.4K	0.00%	−86−71.7%	Reduced
Atlantic Edge Private Wealth Management, LLC	34	$11.4K	0.00%	+34	New
Lowe Wealth Advisors, LLC	35	$11.7K	0.00%	+17+94.4%	Added
HHM Wealth Advisors, LLC	35	$11.7K	0.00%	+18+105.9%	Added
Capital & Planning, LLC	35	$11.7K	0.01%	+35	New
Robinswood Financial LLC	35	$11.7K	0.00%	00.0%	Unchanged
S&T Bank	36	$12.0K	0.00%	+36	New
Wingate Wealth Advisors, Inc.	36	$12.0K	0.01%	+36	New
Morse Asset Management, Inc	38	$12.7K	0.00%	+38	New
Centennial Bank	40	$13.4K	0.01%	00.0%	Unchanged
Decker Retirement Planning Inc.	41	$13.7K	0.01%	+41	New
WealthTrak Capital Management LLC	41	$13.7K	0.01%	+41	New
Koesten, Hirschmann & Crabtree, INC.	41	$13.7K	0.01%	+40+4,000.0%	Added
HBC Financial Services, PLLC	43	$14.0K	0.01%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	42	$14.0K	0.00%	00.0%	Unchanged
Hurley Capital, LLC	39	$14.6K	0.01%	+39	New
Cohen & Steers, Inc.	44	$15.0K	0.00%	00.0%	Unchanged
New England Capital Financial Advisors LLC	45	$15.1K	0.01%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	47	$15.4K	0.01%	+47	New
PrairieView Partners, LLC	50	$16.0K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$16.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	50	$16.0K	0.00%	+3+6.4%	Added
XY Capital Ltd	48	$16.0K	0.02%	+48	New
SJS Investment Consulting Inc.	49	$16.4K	0.00%	−59−54.6%	Reduced
Legacy Bridge, LLC	50	$16.7K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	50	$16.7K	0.01%	00.0%	Unchanged
Providence First Trust Co	50	$16.7K	0.01%	+50	New
Menard Financial Group LLC	50	$16.7K	0.01%	+50	New
Fairfield Financial Advisors, LTD	50	$16.8K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	51	$17.1K	0.01%	00.0%	Unchanged
Hager Investment Management Services, LLC	51	$17.1K	0.01%	+51	New
Midwest Capital Advisors, LLC	53	$17.7K	0.01%	+53	New
Centricity Wealth Management, LLC	53	$17.7K	0.02%	+53	New
Park Circle Co	54	$18.1K	0.02%	00.0%	Unchanged
WFA Asset Management Corp	56	$18.8K	0.01%	−102−64.6%	Reduced
MPWM Advisory Solutions, LLC	57	$19.1K	0.01%	+57	New
PFS Partners, LLC	58	$19.5K	0.01%	00.0%	Unchanged
Kames Capital plc	59	$19.7K	0.00%	+59	New
Trust Co	60	$20.1K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	61	$20.4K	0.02%	00.0%	Unchanged
Bellwether Advisors, LLC	61	$20.4K	0.00%	+61	New
LFA - Lugano Financial Advisors SA	62	$20.7K	0.01%	00.0%	Unchanged
Stephenson National Bank & Trust	63	$21.1K	0.01%	−48−43.2%	Reduced
Proffitt & Goodson Inc	64	$21.4K	0.00%	−7−9.9%	Reduced
Financial Network Wealth Advisors LLC	65	$21.7K	0.04%	−144−68.9%	Reduced