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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 3,786 | $1.27M | 0.32% | +23+0.6% | Added |
| Csenge Advisory Group | 3,799 | $1.27M | 0.07% | −670−15.0% | Reduced |
| IronOak Wealth LLC. | 3,797 | $1.27M | 1.42% | +3,797 | New |
| Anchor Investment Management, LLC | 3,804 | $1.27M | 0.12% | −486−11.3% | Reduced |
| Cape Investment Advisory, Inc. | 3,815 | $1.28M | 0.50% | −8−0.2% | Reduced |
| Shum Financial Group, Inc. | 3,815 | $1.28M | 1.10% | −78−2.0% | Reduced |
| Gen-Wealth Partners Inc | 3,826 | $1.28M | 0.55% | −114−2.9% | Reduced |
| Angeles Wealth Management, LLC | 3,838 | $1.28M | 0.11% | +109+2.9% | Added |
| Cornerstone Wealth Management, LLC | 3,841 | $1.28M | 0.09% | −437−10.2% | Reduced |
| Continuum Advisory, LLC | 3,871 | $1.29M | 0.17% | +196+5.3% | Added |
| Sunbelt Securities, Inc. | 3,861 | $1.30M | 0.11% | −701−15.4% | Reduced |
| Romano Brothers and Company | 3,878 | $1.30M | 0.16% | −13−0.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,878 | $1.30M | 0.33% | −35−0.9% | Reduced |
| Bradyco, Inc. | 3,894 | $1.30M | 0.80% | +3,894 | New |
| Monetta Financial Services Inc | 3,900 | $1.30M | 1.05% | 00.0% | Unchanged |
| BFSG, LLC | 3,902 | $1.30M | 0.15% | −152−3.7% | Reduced |
| Essential Planning, LLC. | 4,106 | $1.31M | 0.01% | +4,106 | New |
| Mirador Capital Partners LP | 3,911 | $1.31M | 0.24% | +481+14.0% | Added |
| Virtus ETF Advisers LLC | 3,913 | $1.31M | 0.53% | +3,913 | New |
| Fukoku Mutual Life Insurance Co | 3,916 | $1.31M | 0.09% | −1,500−27.7% | Reduced |
| Milestone Asset Management, LLC | 3,921 | $1.31M | 0.29% | +708+22.0% | Added |
| Blueprint Investment Partners LLC | 3,926 | $1.31M | 0.21% | +1,026+35.4% | Added |
| Kidder Stephen W | 3,928 | $1.31M | 0.40% | +3,928 | New |
| BluePath Capital Management, LLC | 4,120 | $1.31M | 0.72% | +474+13.0% | Added |
| Valmark Advisers, Inc. | 3,936 | $1.32M | 0.02% | +902+29.7% | Added |
| AlphaCore Capital LLC | 3,938 | $1.32M | 0.28% | −2,459−38.4% | Reduced |
| Aprio Wealth Management, LLC | 3,945 | $1.32M | 0.19% | +1,038+35.7% | Added |
| Palumbo Wealth Management LLC | 3,945 | $1.32M | 0.49% | +266+7.2% | Added |
| Magnolia Capital Advisors LLC | 3,955 | $1.32M | 0.34% | +1,549+64.4% | Added |
| Amica Retiree Medical Trust | 3,957 | $1.32M | 1.25% | −346−8.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,958 | $1.32M | 0.74% | +3,958 | New |
| Drucker Wealth 3.0, LLC | 3,961 | $1.32M | 0.31% | +205+5.5% | Added |
| Fire Capital Management LLC | 3,966 | $1.33M | 0.99% | +3,966 | New |
| Waterloo Capital, L.P. | 3,971 | $1.33M | 0.14% | +2,009+102.4% | Added |
| Gemmer Asset Management LLC | 3,978 | $1.33M | 0.13% | +2,554+179.4% | Added |
| Community Bank & Trust, Waco, Texas | 3,981 | $1.33M | 0.31% | +10.0% | Added |
| Salem Investment Counselors Inc | 3,989 | $1.33M | 0.04% | −100−2.4% | Reduced |
| Bridges Investment Management Inc | 3,992 | $1.33M | 0.02% | −52−1.3% | Reduced |
| Ted Buchan & Co | 3,996 | $1.34M | 0.63% | +153+4.0% | Added |
| Elwood Capital Partners LP | 4,000 | $1.34M | 1.89% | +4,000 | New |
| BSW Wealth Partners | 4,001 | $1.34M | 0.20% | +321+8.7% | Added |
| Wincap Financial LLC | 4,002 | $1.34M | 1.36% | +4,002 | New |
| Carnegie Lake Advisors LLC | 4,020 | $1.34M | 0.54% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,027 | $1.35M | 0.03% | −526−11.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,035 | $1.35M | 0.52% | +3,907+3,052.3% | Added |
| Unified Investment Management | 4,049 | $1.35M | 1.54% | +4,049 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.35M | 0.79% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,066 | $1.36M | 0.49% | −314−7.2% | Reduced |
| Sargent Investment Group, LLC | 4,253 | $1.36M | 0.22% | −766−15.3% | Reduced |
| LCM Capital Management Inc | 4,062 | $1.36M | 0.77% | +116+2.9% | Added |
| Byrne Asset Management LLC | 4,069 | $1.36M | 0.97% | −90−2.2% | Reduced |
| Minot DeBlois Advisors LLC | 4,120 | $1.38M | 1.26% | +4,120 | New |
| Crux Wealth Advisors | 4,121 | $1.38M | 0.77% | +4,121 | New |
| Perennial Investment Advisors, LLC | 4,129 | $1.38M | 0.16% | +482+13.2% | Added |
| Accurate Wealth Management, LLC | 4,340 | $1.38M | 0.27% | +1,217+39.0% | Added |
| Octavia Wealth Advisors, LLC | 4,139 | $1.39M | 0.17% | −57−1.4% | Reduced |
| Prostatis Group LLC | 4,145 | $1.39M | 0.40% | −20−0.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,155 | $1.39M | 0.62% | −565−12.0% | Reduced |
| Michael B. Yongue | 4,161 | $1.39M | 1.10% | −57−1.4% | Reduced |
| Aldebaran Financial Inc. | 4,145 | $1.39M | 1.63% | −590−12.5% | Reduced |
| Strategic Investment Advisors | 4,170 | $1.39M | 0.15% | −508−10.9% | Reduced |
| Putney Financial Group LLC | 4,171 | $1.39M | 1.24% | +4,171 | New |
| Souders Financial Advisors | 4,181 | $1.40M | 0.20% | −205−4.7% | Reduced |
| Diligent Investors, LLC | 4,182 | $1.40M | 0.32% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,191 | $1.40M | 0.68% | −173−4.0% | Reduced |
| Seven Springs Wealth Group, LLC | 4,196 | $1.40M | 0.52% | +54+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,201 | $1.40M | 0.55% | +208+5.2% | Added |
| West Branch Capital LLC | 4,223 | $1.41M | 0.45% | +1,576+59.5% | Added |
| Simon Quick Advisors, LLC | 4,226 | $1.41M | 0.08% | +903+27.2% | Added |
| Terry L. Blaker | 4,227 | $1.41M | 0.05% | +4+0.1% | Added |
| Founders Financial Securities LLC | 4,249 | $1.42M | 0.13% | +601+16.5% | Added |
| Dudley Capital Management, LLC | 4,263 | $1.43M | 0.73% | −11−0.3% | Reduced |
| Montecito Bank & Trust | 4,270 | $1.43M | 0.25% | +477+12.6% | Added |
| Trillium Asset Management, LLC | 4,274 | $1.43M | 0.04% | −66−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,281 | $1.43M | 0.19% | +98+2.3% | Added |
| Barlow Wealth Partners, Inc. | 4,458 | $1.43M | 0.18% | +4,458 | New |
| Fairscale Capital, LLC | 4,317 | $1.44M | 1.24% | −64−1.5% | Reduced |
| Jmac Enterprises LLC | 4,322 | $1.45M | 0.23% | −3−0.1% | Reduced |
| Brucke Financial, Inc. | 4,242 | $1.45M | 1.25% | +4,242 | New |
| Orrstown Financial Services Inc | 4,344 | $1.45M | 0.39% | +150+3.6% | Added |
| Carr Financial Group Corp | 4,347 | $1.45M | 0.46% | −475−9.9% | Reduced |
| Marietta Investment Partners LLC | 4,355 | $1.46M | 0.32% | +257+6.3% | Added |
| Birinyi Associates Inc | 4,358 | $1.46M | 0.40% | 00.0% | Unchanged |
| Bank Ozk | 4,375 | $1.46M | 0.61% | −191−4.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 4,378 | $1.46M | 0.76% | +4,378 | New |
| Jaffetilchin Investment Partners, LLC | 4,389 | $1.47M | 0.11% | +261+6.3% | Added |
| Allred Capital Management, LLC | 4,394 | $1.47M | 0.57% | +177+4.2% | Added |
| Bank of Hawaii | 4,397 | $1.47M | 0.08% | +218+5.2% | Added |
| Copperleaf Capital, LLC | 4,401 | $1.47M | 0.93% | +2,460+126.7% | Added |
| Laidlaw Wealth Management LLC | 4,403 | $1.47M | 0.64% | +2,101+91.3% | Added |
| Abc Arbitrage SA | 4,414 | $1.48M | 0.21% | +4,414 | New |
| Meridian Financial Partners LLC | 4,414 | $1.48M | 0.78% | +19+0.4% | Added |
| Edgestream Partners, L.P. | 4,415 | $1.48M | 0.06% | +4,415 | New |
| Carmel Capital Partners, LLC | 4,435 | $1.48M | 0.60% | +294+7.1% | Added |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.48M | 1.12% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4,441 | $1.48M | 0.80% | +4,441 | New |
| First Citizens Bank & Trust Co | 4,473 | $1.50M | 0.03% | +1,712+62.0% | Added |
| Stamos Capital Partners, L.P. | 4,490 | $1.50M | 0.35% | −5,870−56.7% | Reduced |
| Nebula Research & Development LLC | 4,499 | $1.50M | 0.18% | +4,499 | New |
| Bridgeway Capital Management, LLC | 4,500 | $1.50M | 0.03% | −8,400−65.1% | Reduced |