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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,536 | $848.0K | 0.24% | +154+6.5% | Added |
| Drive Wealth Management, LLC | 2,537 | $849.2K | 0.21% | +104+4.3% | Added |
| Duncan Williams Asset Management, LLC | 2,547 | $851.5K | 0.34% | +253+11.0% | Added |
| Hill Island Financial LLC | 2,549 | $852.2K | 0.25% | 00.0% | Unchanged |
| Vista Investment Management | 2,549 | $852.2K | 0.32% | +62+2.5% | Added |
| Kapstone Financial Advisors LLC | 2,408 | $852.4K | 0.45% | −124−4.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,556 | $854.5K | 0.75% | +2,556 | New |
| Avitas Wealth Management LLC | 2,572 | $859.9K | 0.12% | −79−3.0% | Reduced |
| Key Financial Inc | 2,572 | $859.9K | 0.20% | +15+0.6% | Added |
| Fountainhead AM, LLC | 2,574 | $860.5K | 0.16% | +60+2.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,574 | $860.6K | 0.18% | +184+7.7% | Added |
| Prentice Wealth Management LLC | 2,585 | $864.2K | 0.25% | +79+3.2% | Added |
| Eqis Capital Management, Inc. | 2,592 | $866.7K | 0.07% | +526+25.5% | Added |
| RFG Holdings, Inc. | 2,592 | $867.8K | 0.29% | +254+10.9% | Added |
| Alpha Wealth Funds, LLC | 2,600 | $869.3K | 0.91% | +2,600 | New |
| Fortitude Family Office, LLC | 2,603 | $870.3K | 0.31% | +55+2.2% | Added |
| PFG Advisors | 2,604 | $870.7K | 0.05% | +273+11.7% | Added |
| Voloridge Investment Management, LLC | 2,608 | $871.9K | 0.00% | +2,608 | New |
| BIP Wealth, LLC | 2,611 | $873.0K | 0.06% | −2−0.1% | Reduced |
| Evermay Wealth Management LLC | 2,611 | $873.6K | 0.13% | −102−3.8% | Reduced |
| Financial Advisory Service, Inc. | 2,617 | $874.9K | 0.07% | −32−1.2% | Reduced |
| Crown Wealth Group, LLC | 2,621 | $876.2K | 0.36% | −2,953−53.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,622 | $876.7K | 0.32% | −3,126−54.4% | Reduced |
| Three Seasons Wealth, LLC | 2,621 | $877.4K | 0.43% | −257−8.9% | Reduced |
| Grove Bank & Trust | 2,628 | $878.6K | 0.12% | −265−9.2% | Reduced |
| Onefund, LLC | 2,630 | $879.3K | 0.84% | +84+3.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,631 | $880.7K | 0.09% | +234+9.8% | Added |
| Holderness Investments Co | 2,644 | $884.0K | 0.19% | +258+10.8% | Added |
| LeClair Wealth Partners LLC | 2,650 | $886.0K | 0.59% | +2,650 | New |
| Two Sigma Securities, LLC | 2,655 | $887.6K | 0.16% | −64−2.4% | Reduced |
| Cyr Financial Inc. | 2,662 | $889.9K | 0.81% | −394−12.9% | Reduced |
| NWF Advisory Services Inc. | 2,684 | $898.6K | 0.13% | +2,684 | New |
| My Legacy Advisors, LLC | 2,802 | $899.9K | 0.35% | +60+2.2% | Added |
| Chemung Canal Trust Co | 2,695 | $901.0K | 0.19% | −227−7.8% | Reduced |
| Trueblood Wealth Management, LLC | 2,695 | $901.1K | 0.44% | +319+13.4% | Added |
| Aviso Wealth Management | 2,698 | $902.2K | 0.46% | +73+2.8% | Added |
| EHP Funds Inc. | 2,700 | $902.7K | 0.93% | +2,700 | New |
| BKD Wealth Advisors, LLC | 2,700 | $902.8K | 0.02% | +15+0.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,702 | $903.4K | 0.38% | +1,320+95.5% | Added |
| Cornerstone Wealth Group, LLC | 2,725 | $911.1K | 0.07% | +441+19.3% | Added |
| Fayez Sarofim & Co | 2,746 | $918.1K | 0.00% | +100+3.8% | Added |
| Scientech Research LLC | 2,748 | $918.7K | 0.26% | +2,748 | New |
| Heartland Bank & Trust Co | 2,754 | $920.7K | 0.50% | +740+36.7% | Added |
| High Note Wealth, LLC | 2,754 | $920.7K | 0.24% | +51+1.9% | Added |
| Nichols & Pratt Advisers LLP | 2,755 | $921.1K | 0.06% | −50−1.8% | Reduced |
| Proficio Capital Partners LLC | 2,791 | $933.2K | 0.08% | +1,153+70.4% | Added |
| Angeles Investment Advisors, LLC | 2,790 | $933.3K | 0.04% | +17+0.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,794 | $934.2K | 0.79% | +2,794 | New |
| Abbot Financial Management, Inc. | 2,798 | $935.5K | 0.47% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,800 | $936.1K | 0.12% | −225−7.4% | Reduced |
| Nvest Financial, LLC | 2,806 | $938.3K | 0.48% | +31+1.1% | Added |
| West Family Investments, Inc. | 2,816 | $941.5K | 0.33% | −44−1.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,816 | $941.5K | 0.16% | +545+24.0% | Added |
| Jackson Creek Investment Advisors LLC | 2,828 | $945.0K | 0.28% | +84+3.1% | Added |
| Retireful, LLC | 2,829 | $945.8K | 0.53% | −244−7.9% | Reduced |
| Greystone Financial Group, LLC | 2,831 | $946.6K | 0.16% | −55−1.9% | Reduced |
| S&CO Inc | 2,839 | $949.0K | 0.06% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,946 | $953.2K | 0.14% | +2,946 | New |
| AGH Wealth Advisors, LLC | 2,853 | $953.8K | 0.88% | +2,853 | New |
| Klingman & Associates, LLC | 2,855 | $954.5K | 0.06% | +77+2.8% | Added |
| Eads & Heald Wealth Management | 2,861 | $957.0K | 0.47% | +20+0.7% | Added |
| Mattson Financial Services, LLC | 3,498 | $957.4K | 0.31% | +3,490+43,625.0% | Added |
| Davis R M Inc | 2,865 | $957.9K | 0.02% | −36−1.2% | Reduced |
| Parkside Financial Bank & Trust | 2,865 | $957.9K | 0.13% | −165−5.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,868 | $958.8K | 0.13% | +16+0.6% | Added |
| WealthCollab, LLC | 2,868 | $958.9K | 0.61% | +2,237+354.5% | Added |
| Sunflower Bank, N.A. | 2,871 | $959.9K | 0.27% | +96+3.5% | Added |
| Ecofi Investissements SA | 3,100 | $960.3K | 0.59% | −700−18.4% | Reduced |
| Talon Private Wealth, LLC | 2,873 | $960.5K | 0.20% | +1,484+106.8% | Added |
| Cascade Investment Group, Inc. | 2,875 | $961.2K | 0.69% | +65+2.3% | Added |
| Pine Haven Investment Counsel, Inc | 2,875 | $961.2K | 0.79% | +100+3.6% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 2,886 | $964.9K | 1.10% | +1,455+101.7% | Added |
| Midland Wealth Advisors LLC | 2,887 | $965.2K | 0.06% | −118−3.9% | Reduced |
| Capula Management Ltd | 2,893 | $967.2K | 0.01% | +2,803+3,114.4% | Added |
| Riverbend Wealth Management, LLC | 2,892 | $969.1K | 0.86% | +2,892 | New |
| Pointe Capital Management LLC | 2,910 | $972.9K | 0.56% | +24+0.8% | Added |
| Kennebec Savings Bank | 3,062 | $977.0K | 0.98% | −99−3.1% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $978.8K | 0.24% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,933 | $980.5K | 0.57% | +134+4.8% | Added |
| Alpha Family Trust | 2,935 | $981.3K | 0.55% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,940 | $982.9K | 0.30% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 2,943 | $984.0K | 0.26% | +2,943 | New |
| Austin Private Wealth, LLC | 2,947 | $985.3K | 0.09% | +271+10.1% | Added |
| Carret Asset Management, LLC | 2,951 | $986.6K | 0.11% | −60−2.0% | Reduced |
| Vista Wealth Management Group, LLC | 2,974 | $994.4K | 0.06% | +83+2.9% | Added |
| Warm Springs Advisors Inc. | 2,975 | $994.6K | 0.92% | +2,975 | New |
| Smithfield Trust Co | 2,974 | $995.0K | 0.05% | +8+0.3% | Added |
| Aspire Growth Partners LLC | 2,997 | $1.00M | 0.98% | +2,997 | New |
| Concentrum Wealth Management | 3,003 | $1.00M | 0.35% | +3,003 | New |
| Hazlett, Burt & Watson, Inc. | 3,015 | $1.01M | 0.45% | −50−1.6% | Reduced |
| First National Bank | 3,027 | $1.01M | 0.69% | −97−3.1% | Reduced |
| Corvex Management LP | 3,032 | $1.01M | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,035 | $1.01M | 0.08% | +266+9.6% | Added |
| United Community Bank | 3,040 | $1.02M | 0.40% | +165+5.7% | Added |
| Wealth Advisors of Iowa, LLC | 3,052 | $1.02M | 0.51% | +24+0.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,052 | $1.02M | 0.80% | +425+16.2% | Added |
| Belpointe Asset Management LLC | 4,041 | $1.02M | 0.06% | +15+0.4% | Added |
| Tranquility Partners, LLC | 3,063 | $1.02M | 0.39% | +89+3.0% | Added |
| Watershed Private Wealth LLC | 3,064 | $1.02M | 0.40% | −397−11.5% | Reduced |
| OneAscent Financial Services LLC | 3,073 | $1.03M | 0.09% | +1,614+110.6% | Added |