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, 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
- 3,109
- +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
- 1,197 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch Group, LLC | 1,559 | $523.4K | 0.02% | −37−2.3% | Reduced |
| LBMC Investment Advisors, LLC | 1,566 | $523.6K | 0.04% | −80−4.9% | Reduced |
| Ransom Advisory, Ltd | 1,568 | $524.2K | 0.24% | 00.0% | Unchanged |
| First Financial Corp | 1,572 | $525.6K | 0.24% | −160−9.2% | Reduced |
| JSF Financial, LLC | 1,572 | $525.7K | 0.14% | +373+31.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,573 | $525.9K | 0.10% | +444+39.3% | Added |
| Beaton Management Co. Inc. | 1,575 | $527.0K | 0.27% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,584 | $529.6K | 0.11% | −65−3.9% | Reduced |
| American National Bank | 1,585 | $529.9K | 0.06% | −50−3.1% | Reduced |
| Canton Hathaway, LLC | 1,588 | $531.0K | 0.13% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $531.6K | 0.84% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 1,590 | $531.6K | 0.47% | +1,590 | New |
| Guardian Asset Advisors, LLC | 1,604 | $536.6K | 0.34% | +114+7.7% | Added |
| FineMark National Bank & Trust | 1,606 | $536.9K | 0.02% | +719+81.1% | Added |
| Convergence Investment Partners, LLC | 1,611 | $538.7K | 0.12% | −11−0.7% | Reduced |
| Thompson David Blair | 1,613 | $539.3K | 0.39% | +1,613 | New |
| Mattern Wealth Management LLC | 1,614 | $539.7K | 0.12% | +170+11.8% | Added |
| Pathway Financial Advisors LLC | 1,621 | $541.9K | 0.12% | −13−0.8% | Reduced |
| LJI Wealth Management, LLC | 1,621 | $542.0K | 0.11% | +26+1.6% | Added |
| Claret Asset Management Corp | 1,620 | $542.0K | 0.09% | +464+40.1% | Added |
| Brass Tax Wealth Management, Inc | 1,621 | $542.1K | 0.11% | +1,621 | New |
| Olistico Wealth, LLC | 1,622 | $542.3K | 0.32% | +50+3.2% | Added |
| J. W. Coons Advisors, LLC | 1,623 | $542.6K | 0.14% | −105−6.1% | Reduced |
| Wedge Capital Management L L P | 1,626 | $543.6K | 0.01% | −67−4.0% | Reduced |
| Smith, Moore & Co. | 1,627 | $544.0K | 0.05% | +159+10.8% | Added |
| V2 Financial group LLC | 1,628 | $544.3K | 0.33% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,629 | $544.6K | 0.08% | +100+6.5% | Added |
| TCI Wealth Advisors, Inc. | 1,630 | $544.9K | 0.05% | +18+1.1% | Added |
| Financial Advisory Corp | 1,630 | $545.0K | 0.20% | −1,311−44.6% | Reduced |
| Guerra Advisors Inc | 1,641 | $548.6K | 0.30% | +1,641 | New |
| WMS Partners, LLC | 1,641 | $548.6K | 0.03% | +100+6.5% | Added |
| Jacobsen Capital Management | 1,646 | $550.3K | 0.23% | +68+4.3% | Added |
| Apexium Financial, LP | 1,647 | $550.6K | 0.03% | +83+5.3% | Added |
| RD Lewis Holdings, Inc. | 1,691 | $551.0K | 0.61% | +1,691 | New |
| Cottage Street Advisors LLC | 1,650 | $551.7K | 0.29% | −2−0.1% | Reduced |
| Corps Capital Advisors, LLC | 1,654 | $553.0K | 0.56% | +1,654 | New |
| Real Talk Capital, LLC | 1,657 | $553.9K | 0.73% | +1,657 | New |
| Stokes Family Office, LLC | 1,660 | $554.8K | 0.06% | −76−4.4% | Reduced |
| Legacy Edge Advisors, LLC | 1,665 | $559.0K | 0.09% | +12+0.7% | Added |
| SlateStone Wealth, LLC | 1,676 | $560.0K | 0.05% | +23+1.4% | Added |
| Stock Yards Bank & Trust Co | 1,682 | $562.3K | 0.02% | −944−35.9% | Reduced |
| Private Portfolio Partners LLC | 1,688 | $564.5K | 0.10% | +69+4.3% | Added |
| Triad Wealth Partners, LLC | 1,689 | $564.7K | 0.20% | +1,689 | New |
| Global Endowment Management, LP | 1,691 | $565.4K | 0.07% | −827−32.8% | Reduced |
| Breed's Hill Capital LLC | 1,692 | $565.8K | 0.30% | +652+62.7% | Added |
| IFG Advisors, LLC | 1,700 | $568.4K | 0.11% | +300+21.4% | Added |
| New Century Financial Group, LLC | 1,710 | $569.3K | 0.24% | −328−16.1% | Reduced |
| H&H Retirement Design & Management INC | 1,838 | $569.4K | 0.35% | −197−9.7% | Reduced |
| Balanced Rock Investment Advisor | 1,707 | $570.7K | 0.45% | −104−5.7% | Reduced |
| one8zero8, LLC | 1,707 | $570.7K | 0.12% | +1,707 | New |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $571.7K | 0.44% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,713 | $572.9K | 0.09% | −265−13.4% | Reduced |
| Elefante Mark B | 1,714 | $573.0K | 0.52% | +1,714 | New |
| Crescent Sterling, Ltd. | 1,719 | $574.7K | 0.59% | +799+86.8% | Added |
| Clarity Wealth Advisors, LLC | 1,720 | $575.1K | 0.16% | −18−1.0% | Reduced |
| Cornerstone Select Advisors, LLC | 1,721 | $575.4K | 0.55% | +1,721 | New |
| Bullock Wealth Management Group | 1,726 | $577.1K | 0.34% | −1,314−43.2% | Reduced |
| Gsa Capital Partners LLP | 1,728 | $578.0K | 0.04% | +1,728 | New |
| Oxford Financial Group Ltd | 1,732 | $579.1K | 0.04% | −71−3.9% | Reduced |
| IVC Wealth Advisors LLC | 1,733 | $579.4K | 0.32% | −8−0.5% | Reduced |
| Balboa Wealth Partners | 1,733 | $579.4K | 0.13% | +410+31.0% | Added |
| Pinnacle Bancorp, Inc. | 1,735 | $580.1K | 0.19% | −32−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,740 | $581.6K | 0.09% | +848+95.1% | Added |
| Sunpointe, LLC | 1,738 | $581.7K | 0.29% | +43+2.5% | Added |
| CoreCap Advisors, LLC | 1,740 | $581.9K | 0.03% | +481+38.2% | Added |
| Encompass Wealth Advisors, LLC | 1,744 | $583.2K | 0.24% | +13+0.8% | Added |
| Natural Investments, LLC | 1,756 | $587.0K | 0.16% | +1,756 | New |
| Seven Mile Advisory | 1,762 | $589.1K | 0.38% | +39+2.3% | Added |
| JNBA Financial Advisors | 1,763 | $589.4K | 0.06% | +201+12.9% | Added |
| Aveo Capital Partners, LLC | 1,763 | $589.4K | 0.06% | +118+7.2% | Added |
| Richardson Financial Services Inc. | 1,758 | $590.2K | 0.41% | +16+0.9% | Added |
| Bigelow Investment Advisors, LLC | 1,768 | $591.1K | 0.28% | −254−12.6% | Reduced |
| Howland Capital Management LLC | 1,768 | $591.8K | 0.03% | +39+2.3% | Added |
| M3 Advisory Group, LLC | 1,770 | $591.8K | 0.42% | +169+10.6% | Added |
| Wayfinding Financial, LLC | 1,771 | $592.0K | 0.32% | +1,771 | New |
| Lionshead Wealth Management, LLC | 1,773 | $592.8K | 0.43% | +1,773 | New |
| Pacific Sage Partners, LLC | 1,773 | $592.8K | 0.14% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,776 | $593.8K | 0.03% | +19+1.1% | Added |
| Rainier Family Wealth Inc | 1,777 | $594.1K | 0.72% | +1,777 | New |
| Trilogy Capital Inc. | 1,780 | $595.1K | 0.03% | +24+1.4% | Added |
| Main Street Financial Solutions, LLC | 1,782 | $595.9K | 0.06% | +527+42.0% | Added |
| One Wealth Advisors, LLC | 1,786 | $597.1K | 0.09% | +56+3.2% | Added |
| Telos Capital Management, Inc. | 1,788 | $597.7K | 0.06% | −123−6.4% | Reduced |
| Good Life Advisors, LLC | 1,789 | $598.1K | 0.04% | −427−19.3% | Reduced |
| Floyd Financial Group LLC | 1,883 | $598.5K | 0.49% | +1,883 | New |
| Semus Wealth Partners LLC | 1,791 | $598.9K | 0.40% | +51+2.9% | Added |
| Machina Capital S.A.S. | 1,792 | $599.1K | 0.25% | −1,842−50.7% | Reduced |
| Centurion Wealth Management LLC | 1,793 | $599.3K | 0.19% | +20+1.1% | Added |
| WS Portfolio Advisory, LLC | 1,800 | $601.8K | 2.45% | +1,800 | New |
| Nutshell Asset Management Ltd | 1,800 | $601.8K | 0.38% | +1,800 | New |
| Tennessee Valley Asset Management Partners | 1,800 | $601.8K | 0.10% | +2+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 1,801 | $602.1K | 0.08% | +1,701+1,701.0% | Added |
| Spartan Planning & Wealth Management | 1,803 | $602.8K | 0.55% | +1,803 | New |
| CVA Family Office, LLC | 1,804 | $603.1K | 0.10% | +190+11.8% | Added |
| Alliance Wealth Advisors, LLC | 1,804 | $603.2K | 0.16% | +1,804 | New |
| Argonautica Private Wealth Management, Inc | 1,805 | $603.5K | 0.19% | −5−0.3% | Reduced |
| Aspire Capital Advisors LLC | 1,815 | $606.7K | 0.17% | +66+3.8% | Added |
| Waterway Wealth Management, LLC | 1,815 | $606.8K | 0.27% | +1,815 | New |
| ArrowMark Colorado Holdings LLC | 1,818 | $607.8K | 0.01% | 00.0% | Unchanged |
| Persium Advisors, LLC | 1,819 | $608.1K | 0.60% | +1,819 | New |