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 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 3,073 | $1.03M | 0.02% | −4,360−58.7% | Reduced |
| Forefront Wealth Partners, LLC | 3,078 | $1.03M | 0.77% | +3,078 | New |
| Brown Capital Management LLC | 3,087 | $1.03M | 0.02% | −430−12.2% | Reduced |
| Quent Capital, LLC | 3,088 | $1.03M | 0.11% | +68+2.3% | Added |
| Himension Fund | 3,111 | $1.04M | 0.07% | +3,111 | New |
| Strait & Sound Wealth Management LLC | 3,119 | $1.04M | 0.48% | +59+1.9% | Added |
| Liberty One Investment Management, LLC | 3,126 | $1.05M | 0.11% | −571−15.4% | Reduced |
| Canandaigua National Trust Co of Florida | 3,140 | $1.05M | 0.82% | −5−0.2% | Reduced |
| Roxbury Financial LLC | 3,188 | $1.05M | 1.01% | +3,188 | New |
| Oxford Wealth Group, LLC | 3,149 | $1.05M | 0.68% | −130−4.0% | Reduced |
| Capital Management Associates | 3,150 | $1.05M | 1.24% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,154 | $1.05M | 0.23% | −869−21.6% | Reduced |
| Alpha Cubed Investments, LLC | 3,155 | $1.05M | 0.05% | +16+0.5% | Added |
| Bond & Devick Financial Network, Inc. | 3,871 | $1.06M | 0.45% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,170 | $1.06M | 0.67% | +470+17.4% | Added |
| Argyle Capital Partners, LLC | 3,172 | $1.06M | 0.91% | +3,172 | New |
| Wolff Wiese Magana LLC | 3,173 | $1.06M | 0.70% | −62−1.9% | Reduced |
| SPC Financial, Inc. | 3,185 | $1.06M | 0.09% | +1,190+59.6% | Added |
| Cromwell Holdings LLC | 3,188 | $1.07M | 0.62% | 00.0% | Unchanged |
| Future Fund LLC | 3,216 | $1.08M | 3.07% | −2,849−47.0% | Reduced |
| EPIQ Capital Group, LLC | 3,214 | $1.08M | 0.28% | +72+2.3% | Added |
| Formidable Asset Management, LLC | 3,229 | $1.08M | 0.18% | −105−3.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,230 | $1.08M | 0.32% | +217+7.2% | Added |
| Focus Financial Network, Inc. | 3,238 | $1.08M | 0.04% | −1,028−24.1% | Reduced |
| TFG Advisers LLC | 3,238 | $1.08M | 0.39% | +163+5.3% | Added |
| Monetary Management Group Inc | 3,240 | $1.08M | 0.28% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 19,646 | $1.08M | 0.19% | −9,044−31.5% | Reduced |
| Probity Advisors, Inc. | 3,249 | $1.09M | 0.21% | +86+2.7% | Added |
| Correct Capital Wealth Management | 3,256 | $1.09M | 0.22% | +87+2.7% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $1.09M | 0.91% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,262 | $1.09M | 0.36% | +220+7.2% | Added |
| TBH Global Asset Management, LLC | 3,262 | $1.09M | 0.26% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,305 | $1.10M | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,351 | $1.11M | 0.09% | −999,497−99.7% | Reduced |
| Great Diamond Partners, LLC | 3,322 | $1.11M | 0.29% | −27−0.8% | Reduced |
| Principal Street Partners, LLC | 3,323 | $1.11M | 0.22% | +26+0.8% | Added |
| Ironwood Investment Counsel, LLC | 3,324 | $1.11M | 0.19% | −42−1.2% | Reduced |
| Twin City Private Wealth, LLC | 3,321 | $1.11M | 0.98% | +97+3.0% | Added |
| Garden State Investment Advisory Services LLC | 3,326 | $1.11M | 0.34% | +52+1.6% | Added |
| Marcum Wealth, LLC | 3,337 | $1.12M | 0.10% | +208+6.6% | Added |
| Voleon Capital Management LP | 3,337 | $1.12M | 0.08% | +3,337 | New |
| Essex Financial Services, Inc. | 3,358 | $1.12M | 0.08% | +90+2.8% | Added |
| Sax Wealth Advisors, LLC | 3,364 | $1.12M | 0.09% | +1,465+77.1% | Added |
| Prossimo Advisors, LLC | 3,366 | $1.13M | 0.81% | +32+1.0% | Added |
| David J Yvars Group | 3,370 | $1.13M | 0.69% | −10−0.3% | Reduced |
| Coppell Advisory Solutions LLC | 3,371 | $1.13M | 0.16% | +2,623+350.7% | Added |
| Masso Torrence Wealth Management Inc. | 3,380 | $1.13M | 0.59% | +153+4.7% | Added |
| KG&L Capital Management,LLC | 3,388 | $1.13M | 0.36% | +10.0% | Added |
| Burford Brothers, Inc. | 3,397 | $1.14M | 0.56% | +106+3.2% | Added |
| FLC Capital Advisors | 3,400 | $1.14M | 0.26% | 00.0% | Unchanged |
| New Millennium Group LLC | 3,404 | $1.14M | 0.67% | +171+5.3% | Added |
| Harbour Investments, Inc. | 3,407 | $1.14M | 0.03% | +300+9.7% | Added |
| Meadow Creek Wealth Advisors LLC | 3,409 | $1.14M | 0.82% | +373+12.3% | Added |
| Sustainable Insight Capital Management, LLC | 3,411 | $1.14M | 0.50% | +1,912+127.6% | Added |
| Mather Group, LLC. | 3,426 | $1.15M | 0.01% | +357+11.6% | Added |
| Delaney Dennis R | 3,428 | $1.15M | 0.60% | +3,428 | New |
| Investment Partners Asset Management, Inc. | 3,444 | $1.15M | 0.90% | −2−0.1% | Reduced |
| Flynn Zito Capital Management, LLC | 3,456 | $1.16M | 0.54% | −22−0.6% | Reduced |
| XML Financial, LLC | 3,486 | $1.17M | 0.11% | −3−0.1% | Reduced |
| Kraematon Investment Advisors, Inc | 3,497 | $1.17M | 1.16% | −117−3.2% | Reduced |
| L2 Asset Management, LLC | 3,508 | $1.17M | 0.26% | −240−6.4% | Reduced |
| Callan Capital, LLC | 3,508 | $1.17M | 0.09% | +738+26.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 3,518 | $1.18M | 0.90% | +3,518 | New |
| Ausdal Financial Partners, Inc. | 3,519 | $1.18M | 0.10% | +1,223+53.3% | Added |
| Rothschild Investment LLC | 3,523 | $1.18M | 0.08% | −40,835−92.1% | Reduced |
| Moseley Investment Management Inc | 3,524 | $1.18M | 0.46% | +801+29.4% | Added |
| Sky Investment Group LLC | 3,527 | $1.18M | 0.22% | −15−0.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,530 | $1.18M | 1.08% | −1,548−30.5% | Reduced |
| Malaga Cove Capital, LLC | 3,537 | $1.18M | 0.46% | −5−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,541 | $1.18M | 0.18% | −151−4.1% | Reduced |
| New Insight Wealth Advisors | 3,547 | $1.19M | 0.59% | −3,346−48.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,578 | $1.20M | 0.29% | −12−0.3% | Reduced |
| Watts Gwilliam & Co., LLC | 3,684 | $1.20M | 0.25% | −213−5.5% | Reduced |
| Lokken Investment Group LLC | 3,593 | $1.20M | 0.52% | +60+1.7% | Added |
| Connecticut Wealth Management, LLC | 3,615 | $1.21M | 0.06% | +1,644+83.4% | Added |
| IFC Advisors LLC | 3,617 | $1.21M | 0.26% | +3,617 | New |
| Evelyn Partners Investment Management Services Ltd | 3,618 | $1.21M | 0.21% | +3,618 | New |
| MWA Asset Management | 3,620 | $1.21M | 0.81% | −203−5.3% | Reduced |
| Grant Private Wealth Management Inc | 3,622 | $1.21M | 1.31% | +3,622 | New |
| Texas Bank & Trust Co | 3,625 | $1.21M | 0.50% | +3,625 | New |
| Curbstone Financial Management Corp | 3,626 | $1.21M | 0.26% | −50−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 3,630 | $1.21M | 0.04% | +216+6.3% | Added |
| Prudent Man Advisors, LLC | 3,635 | $1.22M | 0.44% | −235−6.1% | Reduced |
| Americana Partners, LLC | 3,638 | $1.22M | 0.05% | +422+13.1% | Added |
| Visionary Wealth Advisors | 3,666 | $1.23M | 0.07% | +427+13.2% | Added |
| Baron Wealth Management LLC | 3,666 | $1.23M | 0.58% | −10−0.3% | Reduced |
| Consilium Wealth Advisory, LLC | 3,669 | $1.23M | 0.59% | −24−0.6% | Reduced |
| Journey Strategic Wealth LLC | 3,678 | $1.23M | 0.05% | +54+1.5% | Added |
| Seed Wealth Management, Inc. | 3,685 | $1.23M | 0.99% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,691 | $1.23M | 0.05% | +891+31.8% | Added |
| ORG Partners LLC | 3,692 | $1.23M | 0.17% | +189+5.4% | Added |
| Flow Traders U.S. LLC | 3,701 | $1.24M | 0.05% | +3,701 | New |
| Motiv8 Investments LLC | 3,715 | $1.24M | 0.87% | +579+18.5% | Added |
| Aspire Private Capital, LLC | 3,719 | $1.24M | 0.31% | +15+0.4% | Added |
| Strive Asset Management, LLC | 3,722 | $1.24M | 0.93% | +3,722 | New |
| Larson Financial Group LLC | 3,749 | $1.25M | 0.06% | −520−12.2% | Reduced |
| Anb Bank | 3,754 | $1.26M | 0.55% | +3,754 | New |
| Oder Investment Management, LLC | 3,758 | $1.26M | 1.05% | −9−0.2% | Reduced |
| Old Point Trust & Financial Services N A | 3,772 | $1.26M | 0.44% | +50+1.3% | Added |
| Nwam LLC | 3,777 | $1.26M | 0.08% | −432−10.3% | Reduced |