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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 1,821 | $608.7K | 0.10% | +923+102.8% | Added |
| McDaniel Terry & Co | 1,823 | $610.0K | 0.05% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,827 | $610.8K | 0.09% | −89−4.6% | Reduced |
| Revolve Wealth Partners, LLC | 1,827 | $610.8K | 0.09% | +205+12.6% | Added |
| Iams Wealth Management, LLC | 1,836 | $613.8K | 0.28% | −6−0.3% | Reduced |
| Essex LLC | 1,841 | $615.5K | 0.13% | +27+1.5% | Added |
| Arcataur Capital Management LLC | 1,845 | $616.8K | 0.21% | −10−0.5% | Reduced |
| Silver Coast Investments LLC | 1,846 | $617.2K | 0.23% | −109−5.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,846 | $617.9K | 0.17% | +83+4.7% | Added |
| Wisconsin Wealth Advisors, LLC | 1,853 | $619.4K | 0.91% | +1,853 | New |
| Baxter Bros Inc | 1,855 | $620.2K | 0.08% | +8+0.4% | Added |
| MBL Wealth, LLC | 1,856 | $620.5K | 0.06% | +625+50.8% | Added |
| Aviance Capital Partners, LLC | 1,857 | $620.9K | 0.09% | −4,940−72.7% | Reduced |
| Jeppson Wealth Management, LLC | 1,859 | $621.5K | 0.23% | −49−2.6% | Reduced |
| Northern Financial Advisors Inc | 1,865 | $623.5K | 0.50% | −58−3.0% | Reduced |
| Wealthstar Advisors, LLC | 1,869 | $624.9K | 0.27% | +1,869 | New |
| Sage Private Wealth Group, LLC | 1,869 | $625.0K | 0.47% | −57−3.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,878 | $627.8K | 0.06% | +2+0.1% | Added |
| Arvest Bank Trust Division | 1,880 | $628.5K | 0.04% | +492+35.4% | Added |
| Avalon Trust Co | 1,884 | $629.9K | 0.04% | +28+1.5% | Added |
| Peninsula Wealth, LLC | 1,886 | $630.6K | 0.11% | +47+2.6% | Added |
| Nicholas Hoffman & Company, LLC. | 1,886 | $630.6K | 0.03% | +321+20.5% | Added |
| Uniting Wealth Partners, LLC | 1,887 | $630.9K | 0.30% | +1,887 | New |
| Ramiah Investment Group | 1,895 | $633.6K | 0.58% | −205−9.8% | Reduced |
| Beck Bode, LLC | 1,899 | $634.9K | 0.12% | −899−32.1% | Reduced |
| Wolverine Asset Management LLC | 1,901 | $635.6K | 0.01% | +1,901 | New |
| Magnetar Financial LLC | 1,903 | $636.2K | 0.01% | +1,903 | New |
| Hilltop National Bank | 1,908 | $637.9K | 0.19% | −60−3.0% | Reduced |
| Financial Life Planners | 1,906 | $638.2K | 0.53% | +1,906 | New |
| United Advisor Group, LLC | 1,911 | $638.9K | 0.13% | +196+11.4% | Added |
| Poehling Capital Management, LLC | 1,914 | $639.9K | 0.16% | −955−33.3% | Reduced |
| Battery Global Advisors, LLC | 1,914 | $640.7K | 0.34% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,020 | $642.1K | 0.64% | +134+7.1% | Added |
| Howard Wealth Management, LLC | 1,922 | $642.7K | 0.35% | +1,922 | New |
| Citizens National Bank Trust Department | 1,924 | $643.3K | 0.14% | +35+1.9% | Added |
| Alliance Wealth Advisors, LLC | 1,927 | $644.3K | 0.37% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,932 | $645.9K | 0.01% | +155+8.7% | Added |
| Patron Partners Advisors, LLC | 1,939 | $648.3K | 0.35% | +146+8.1% | Added |
| Berry Wealth Group, LP | 1,942 | $649.2K | 0.47% | +87+4.7% | Added |
| Redwood Financial Network Corp | 1,946 | $650.6K | 0.48% | −95−4.7% | Reduced |
| Geller Advisors LLC | 1,947 | $651.7K | 0.04% | +93+5.0% | Added |
| New Republic Capital, LLC | 1,949 | $651.8K | 0.43% | +265+15.7% | Added |
| Winthrop Advisory Group LLC | 1,950 | $651.9K | 0.08% | +51+2.7% | Added |
| Meeder Asset Management Inc | 1,951 | $652.3K | 0.05% | +1,285+192.9% | Added |
| Everpar Advisors LLC | 1,957 | $654.3K | 0.33% | +205+11.7% | Added |
| Triumph Capital Management | 1,964 | $656.6K | 0.22% | +1,964 | New |
| Brady Martz Wealth Solutions, LLC | 2,034 | $658.1K | 0.16% | +2,034 | New |
| Waypoint Wealth Partners Inc. | 1,970 | $658.6K | 0.18% | +100+5.3% | Added |
| Florida Financial Advisors, LLC | 1,972 | $659.2K | 0.29% | +1,030+109.3% | Added |
| Kensington Investment Counsel, LLC | 1,972 | $659.3K | 0.28% | −1,132−36.5% | Reduced |
| Kane Investment Management, Inc. | 1,981 | $662.3K | 0.37% | +1,981 | New |
| Capital Performance Advisors LLP | 1,988 | $664.6K | 0.21% | +25+1.3% | Added |
| Prosperity Wealth Management, Inc. | 1,988 | $664.6K | 0.27% | +1,988 | New |
| Northwest Financial Advisors | 1,988 | $664.7K | 0.55% | +2+0.1% | Added |
| Altfest L J & Co Inc | 1,989 | $664.9K | 0.08% | −85−4.1% | Reduced |
| Roberts Glore & Co Inc | 1,994 | $666.7K | 0.20% | −30−1.5% | Reduced |
| Focused Wealth Management, Inc | 1,994 | $666.8K | 0.09% | +28+1.4% | Added |
| Ewa, LLC | 1,998 | $667.9K | 0.25% | −3−0.1% | Reduced |
| Grace & Mercy Foundation, Inc. | 2,000 | $668.7K | 0.15% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $668.7K | 0.08% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 2,003 | $670.0K | 0.40% | +3+0.2% | Added |
| Gabelli Funds LLC | 2,005 | $670.3K | 0.01% | −350−14.9% | Reduced |
| D'Orazio & Associates, Inc. | 2,013 | $673.0K | 0.10% | +44+2.2% | Added |
| FFT Wealth Management LLC | 2,018 | $674.8K | 0.05% | +143+7.6% | Added |
| Tyche Wealth Partners LLC | 2,019 | $675.0K | 0.14% | −10−0.5% | Reduced |
| TFB Advisors LLC | 2,024 | $676.7K | 0.19% | +38+1.9% | Added |
| Riversedge Advisors, LLC | 2,024 | $676.7K | 0.15% | +104+5.4% | Added |
| Carson Advisory Inc. | 2,026 | $677.5K | 0.47% | +70+3.6% | Added |
| Vista Cima Wealth Management LLC | 2,027 | $677.7K | 0.70% | +2,027 | New |
| Modern Wealth Management, LLC | 2,036 | $680.9K | 0.03% | +687+50.9% | Added |
| Capital Advantage, Inc. | 2,038 | $681.5K | 0.12% | +2,038 | New |
| LVW Advisors, LLC | 2,044 | $683.4K | 0.08% | +198+10.7% | Added |
| Oak Ridge Investments LLC | 2,044 | $683.4K | 0.05% | +2,044 | New |
| Independent Solutions Wealth Management, LLC | 2,050 | $685.4K | 0.15% | −90−4.2% | Reduced |
| McHugh Group, LLC | 2,050 | $685.4K | 0.51% | +2,050 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,048 | $685.5K | 0.26% | +102+5.2% | Added |
| Blackhawk Capital Partners LLC. | 2,052 | $686.0K | 0.36% | −341−14.2% | Reduced |
| Pines Wealth Management, LLC | 2,162 | $687.2K | 0.30% | +2,162 | New |
| Boston Trust Walden Corp | 2,056 | $687.4K | 0.00% | +17+0.8% | Added |
| Addison Advisors LLC | 2,058 | $688.1K | 0.19% | +6+0.3% | Added |
| FF Advisors,LLC | 1,947 | $689.8K | 0.47% | −8−0.4% | Reduced |
| Seeds Investor LLC | 2,065 | $690.3K | 0.20% | +351+20.5% | Added |
| Saiph Capital, LLC | 2,068 | $691.5K | 0.31% | +217+11.7% | Added |
| Synergy Financial Group, LTD | 2,068 | $691.5K | 0.58% | −9−0.4% | Reduced |
| SFM, LLC | 2,070 | $692.2K | 0.49% | +28+1.4% | Added |
| Impact Capital Partners LLC | 2,075 | $693.7K | 0.25% | +2,075 | New |
| 626 Financial, LLC | 2,085 | $697.2K | 0.38% | 00.0% | Unchanged |
| Leuthold Group, LLC | 2,087 | $697.7K | 0.08% | +2,087 | New |
| Eagle Strategies LLC | 2,089 | $698.5K | 0.12% | +3+0.1% | Added |
| Covenant Partners, LLC | 2,093 | $699.8K | 0.22% | −165−7.3% | Reduced |
| Headinvest, LLC | 2,096 | $700.8K | 0.13% | −98−4.5% | Reduced |
| Tandem Capital Management Corp | 2,099 | $701.8K | 0.38% | +2,099 | New |
| Beacon Financial Advisory LLC | 2,101 | $702.5K | 0.23% | −71−3.3% | Reduced |
| ORG Wealth Partners, LLC | 2,104 | $703.5K | 0.22% | −7−0.3% | Reduced |
| Axq Capital, LP | 2,111 | $705.8K | 0.32% | +1,213+135.1% | Added |
| ASB Consultores, LLC | 2,116 | $707.4K | 0.29% | +296+16.3% | Added |
| Fort Point Capital Partners LLC | 2,119 | $708.4K | 0.08% | −39−1.8% | Reduced |
| Accel Wealth Management | 2,123 | $709.7K | 0.27% | −161−7.0% | Reduced |
| Western Pacific Wealth Management, LP | 2,128 | $711.5K | 0.57% | +12+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 2,133 | $713.0K | 0.14% | +40+1.9% | Added |