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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 2,135 | $713.7K | 0.06% | −39−1.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,142 | $716.0K | 0.24% | +2,142 | New |
| Coign Capital Advisors LLC | 2,146 | $717.5K | 0.66% | +2,146 | New |
| Confluence Wealth Services, Inc. | 2,146 | $718.0K | 0.05% | −8−0.4% | Reduced |
| Investors Research Corp | 2,148 | $718.1K | 0.16% | −169−7.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,175 | $727.2K | 0.52% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,177 | $727.8K | 0.20% | −67−3.0% | Reduced |
| Berbice Capital Management LLC | 2,180 | $728.8K | 0.58% | +2,180 | New |
| WBH Advisory Inc | 2,184 | $730.3K | 0.07% | +20+0.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,185 | $730.5K | 0.07% | +25+1.2% | Added |
| Silver Oak Securities, Inc | 2,180 | $732.0K | 0.07% | +1,209+124.5% | Added |
| Hengehold Capital Management LLC | 2,192 | $732.9K | 0.07% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 2,194 | $733.7K | 0.55% | +2,194 | New |
| Capital Investment Advisory Services, LLC | 2,202 | $736.3K | 0.07% | −2−0.1% | Reduced |
| Peterson Wealth Services | 2,205 | $737.2K | 0.22% | +89+4.2% | Added |
| White Pine Capital LLC | 2,212 | $739.5K | 0.25% | +135+6.5% | Added |
| Bingham Private Wealth, LLC | 2,215 | $740.5K | 0.79% | +2,215 | New |
| Westover Capital Advisors, LLC | 2,219 | $741.9K | 0.16% | −4−0.2% | Reduced |
| Apollon Financial, LLC | 2,220 | $742.1K | 0.18% | +73+3.4% | Added |
| Everest Management Corp. | 2,230 | $745.6K | 0.66% | +2,230 | New |
| Lakeview Capital Partners, LLC | 2,234 | $746.9K | 0.16% | +184+9.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,238 | $748.2K | 0.11% | −2,357−51.3% | Reduced |
| SevenBridge Financial Group, LLC | 2,308 | $748.7K | 0.14% | +790+52.0% | Added |
| Notis-McConarty Edward | 2,240 | $748.9K | 0.36% | +2,240 | New |
| Berger Financial Group, Inc | 2,245 | $750.5K | 0.05% | −22−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 2,248 | $751.6K | 0.56% | +2,248 | New |
| Dogwood Wealth Management LLC | 2,248 | $751.8K | 0.40% | +2,248 | Added |
| Montag A & Associates Inc | 2,248 | $752.5K | 0.04% | +75+3.5% | Added |
| 17 Capital Partners, LLC | 2,252 | $752.9K | 0.48% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,257 | $754.5K | 0.17% | +120+5.6% | Added |
| Delta Investment Management, LLC | 2,263 | $756.4K | 0.15% | −7,962−77.9% | Reduced |
| Advisor OS, LLC | 2,266 | $757.8K | 0.09% | +734+47.9% | Added |
| Hartford Funds Management Co LLC | 2,267 | $758.0K | 0.07% | −183−7.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,268 | $758.1K | 0.15% | +2,268 | New |
| IFG Advisory, LLC | 2,269 | $758.5K | 0.04% | +2,269 | New |
| Virtue Capital Management, LLC | 2,276 | $760.8K | 0.15% | −180−7.3% | Reduced |
| Magnus Financial Group LLC | 2,285 | $763.9K | 0.07% | +51+2.3% | Added |
| Cim Investment Mangement Inc | 2,292 | $766.3K | 0.22% | −24−1.0% | Reduced |
| Traveka Wealth, LLC | 2,297 | $767.9K | 0.42% | +301+15.1% | Added |
| Alberta Investment Management Corp | 2,300 | $769.0K | 0.01% | −9,200−80.0% | Reduced |
| RAM Investment Partners, LLC | 2,302 | $769.5K | 0.19% | +139+6.4% | Added |
| Parkside Advisors LLC | 2,299 | $769.5K | 0.18% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,302 | $769.6K | 0.81% | +2,302 | New |
| Cascades Capital Asset Management, LLC | 2,302 | $769.7K | 0.41% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,310 | $775.0K | 0.01% | −307−11.7% | Reduced |
| Brio Consultants, LLC | 2,319 | $775.3K | 0.12% | +170+7.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,320 | $775.8K | 0.03% | +81+3.6% | Added |
| One River Asset Management, LLC | 2,319 | $778.6K | 1.17% | +2,319 | New |
| Woodard & Co Asset Management Group Inc | 2,331 | $779.2K | 0.17% | +2,331 | New |
| Root Financial Partners, LLC | 2,335 | $780.6K | 0.10% | +401+20.7% | Added |
| Relyea Zuckerberg Hanson LLC | 2,336 | $781.0K | 0.11% | +118+5.3% | Added |
| Appleton Partners Inc | 2,337 | $781.0K | 0.06% | −187−7.4% | Reduced |
| Studio Investment Management LLC | 2,347 | $785.6K | 0.17% | −54−2.2% | Reduced |
| Sphera Management Technology Funds Ltd | 2,350 | $785.7K | 0.62% | +2,350 | New |
| Severin Investments, LLC | 2,351 | $785.9K | 0.78% | +2,351 | New |
| Lingohr & Partner Asset Management GmbH | 2,342 | $786.0K | 1.63% | −723−23.6% | Reduced |
| Truvestments Capital LLC | 2,353 | $786.5K | 0.20% | +77+3.4% | Added |
| Global Trust Asset Management, LLC | 2,359 | $788.7K | 0.30% | +8+0.3% | Added |
| Raleigh Capital Management Inc. | 2,367 | $791.5K | 0.31% | +509+27.4% | Added |
| Sentry Investment Management LLC | 2,368 | $792.0K | 0.38% | −2,037−46.2% | Reduced |
| Heritage Wealth Management, Inc. | 2,373 | $793.4K | 0.26% | −50−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 2,384 | $796.9K | 0.06% | +364+18.0% | Added |
| Gamco Investors, Inc. Et Al | 2,385 | $797.4K | 0.01% | −274−10.3% | Reduced |
| Sierra Capital LLC | 2,390 | $799.0K | 0.09% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,393 | $800.3K | 0.32% | +43+1.8% | Added |
| Worth Financial Advisory Group, LLC | 2,394 | $800.4K | 0.49% | −44−1.8% | Reduced |
| Catalyst Private Wealth, LLC | 2,396 | $801.1K | 0.36% | −127−5.0% | Reduced |
| CastleKnight Management LP | 2,400 | $802.4K | 0.09% | −3,100−56.4% | Reduced |
| Strategies Wealth Advisors, LLC | 2,469 | $806.5K | 0.10% | +2,469 | New |
| Cary Street Partner Investment Advisory LLC | 2,428 | $811.8K | 0.53% | −30,076−92.5% | Reduced |
| Quest Partners LLC | 2,432 | $813.1K | 0.11% | +2,432 | New |
| City State Bank | 2,433 | $813.4K | 0.29% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,434 | $813.8K | 0.04% | +85+3.6% | Added |
| Regent Peak Wealth Advisors LLC | 2,447 | $818.2K | 0.18% | +84+3.6% | Added |
| Xcel Wealth Management, LLC | 2,455 | $820.8K | 0.23% | −40−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,455 | $821.0K | 0.25% | +772+45.9% | Added |
| Advisory Alpha, LLC | 2,457 | $821.6K | 0.03% | +205+9.1% | Added |
| Legacy Capital Group California, Inc. | 2,459 | $822.1K | 0.25% | −1,160−32.1% | Reduced |
| Millstone Evans Group, LLC | 2,463 | $823.5K | 0.56% | +2,463 | New |
| Gryphon Financial Partners LLC | 2,466 | $824.3K | 0.12% | −879−26.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,467 | $824.8K | 0.70% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,468 | $825.9K | 0.04% | +650+35.8% | Added |
| Elevated Capital Advisors, LLC | 2,472 | $826.6K | 0.23% | +563+29.5% | Added |
| Mathes Company, Inc. | 2,475 | $827.0K | 0.30% | −50−2.0% | Reduced |
| Sivia Capital Partners, LLC | 2,474 | $827.1K | 0.41% | −185−7.0% | Reduced |
| State of Wyoming | 2,486 | $831.1K | 0.11% | +1,503+152.9% | Added |
| Solstein Capital, LLC | 2,487 | $831.5K | 0.46% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,493 | $833.6K | 0.08% | −434−14.8% | Reduced |
| B&L Asset Management LLC | 2,506 | $837.8K | 0.53% | +137+5.8% | Added |
| Williams Jones Wealth Management, LLC. | 2,507 | $838.2K | 0.01% | +117+4.9% | Added |
| Colonial River Wealth Management, LLC | 2,511 | $839.7K | 0.41% | −574−18.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $840.5K | 0.52% | 00.0% | Unchanged |
| JT Stratford LLC | 2,515 | $840.8K | 0.14% | −326−11.5% | Reduced |
| Kozak & Associates, Inc. | 2,530 | $842.1K | 0.19% | +10+0.4% | Added |
| Windsor Capital Management, LLC | 2,523 | $843.7K | 0.25% | −18−0.7% | Reduced |
| YANKCOM Partnership | 2,530 | $845.9K | 0.45% | +2,530 | New |
| Greenwich Wealth Management LLC | 2,529 | $846.0K | 0.06% | −142−5.3% | Reduced |
| Avidian Wealth Solutions, LLC | 2,532 | $846.4K | 0.04% | +330+15.0% | Added |
| AdvisorNet Financial, Inc | 2,534 | $847.1K | 0.07% | +18+0.7% | Added |
| Atlantic Trust, LLC | 2,534 | $847.2K | 0.18% | +1,950+333.9% | Added |