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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 4,505 | $1.51M | 0.20% | −276−5.8% | Reduced |
| Embree Financial Group | 4,508 | $1.51M | 0.26% | +30+0.7% | Added |
| Sig Brokerage, LP | 4,508 | $1.51M | 0.71% | +4,508 | New |
| Wealth Alliance Advisory Group, LLC | 4,524 | $1.51M | 0.32% | +1,059+30.6% | Added |
| First United Bank Trust | 4,539 | $1.52M | 0.55% | +75+1.7% | Added |
| Texas Yale Capital Corp. | 4,551 | $1.52M | 0.06% | +79+1.8% | Added |
| MONECO Advisors, LLC | 4,563 | $1.53M | 0.16% | −55−1.2% | Reduced |
| North Star Investment Management Corp. | 4,566 | $1.53M | 0.11% | −907−16.6% | Reduced |
| Essex Savings Bank | 4,575 | $1.53M | 0.38% | +24+0.5% | Added |
| Personal Cfo Solutions, LLC | 4,586 | $1.53M | 0.30% | +292+6.8% | Added |
| Johnson Financial Group, Inc. | 4,490 | $1.53M | 0.07% | −545−10.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,592 | $1.54M | 0.56% | +4,592 | New |
| Prelude Capital Management, LLC | 4,606 | $1.54M | 0.13% | +4,606 | New |
| Quantum Private Wealth, LLC | 4,617 | $1.54M | 0.49% | −48−1.0% | Reduced |
| Sage Mountain Advisors LLC | 4,624 | $1.55M | 0.11% | +829+21.8% | Added |
| Cornercap Investment Counsel Inc | 4,626 | $1.55M | 0.50% | −181−3.8% | Reduced |
| Portside Wealth Group, LLC | 4,626 | $1.55M | 0.26% | +425+10.1% | Added |
| Emprise Bank | 4,628 | $1.55M | 0.87% | −187−3.9% | Reduced |
| Country Club Bank | 4,615 | $1.55M | 0.10% | −163−3.4% | Reduced |
| HM Payson & Co | 4,638 | $1.55M | 0.03% | +526+12.8% | Added |
| Gallagher Capital Advisors, LLC | 4,647 | $1.55M | 1.13% | +4,647 | New |
| Raelipskie Partnership | 4,659 | $1.56M | 0.77% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,664 | $1.56M | 0.12% | +2,836+155.1% | Added |
| Bordeaux Wealth Advisors LLC | 4,664 | $1.56M | 0.25% | +261+5.9% | Added |
| Carmignac Gestion | 4,685 | $1.57M | 0.02% | −7,527−61.6% | Reduced |
| RDA Financial Network | 4,688 | $1.57M | 0.46% | +4,688 | New |
| Arjuna Capital | 4,696 | $1.57M | 0.42% | +4,696 | New |
| CNB Bank | 4,701 | $1.57M | 0.73% | +301+6.8% | Added |
| PDS Planning, Inc | 4,711 | $1.58M | 0.14% | +215+4.8% | Added |
| Argus Investors' Counsel, Inc. | 4,712 | $1.58M | 1.05% | −52−1.1% | Reduced |
| VELA Investment Management, LLC | 4,728 | $1.58M | 0.54% | −1,377−22.6% | Reduced |
| Fjell Capital, LLC | 4,732 | $1.58M | 1.63% | +4,732 | New |
| Valley Brook Capital Group | 4,734 | $1.58M | 1.18% | −45−0.9% | Reduced |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.78% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,774 | $1.60M | 0.59% | −17−0.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,789 | $1.60M | 0.68% | −68−1.4% | Reduced |
| Chapman Financial Group, LLC | 4,794 | $1.60M | 1.29% | +4,794 | New |
| Westside Investment Management, Inc. | 4,797 | $1.60M | 0.34% | +5+0.1% | Added |
| Savvy Advisors, Inc. | 4,797 | $1.60M | 0.19% | +1,614+50.7% | Added |
| Options Solutions, LLC | 4,800 | $1.60M | 0.72% | −301−5.9% | Reduced |
| GAM Holding AG | 4,802 | $1.61M | 0.12% | +4,802 | New |
| Dearborn Partners LLC | 4,803 | $1.61M | 0.07% | −50−1.0% | Reduced |
| HBK Sorce Advisory LLC | 4,812 | $1.61M | 0.05% | +65+1.4% | Added |
| Orion Capital Management LLC | 4,813 | $1.61M | 0.71% | −81−1.7% | Reduced |
| bLong Financial, LLC | 4,824 | $1.61M | 1.33% | +4,824 | New |
| Quotient Wealth Partners, LLC | 4,825 | $1.61M | 0.05% | +217+4.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,846 | $1.62M | 0.40% | −449−8.5% | Reduced |
| Navellier & Associates Inc | 4,848 | $1.62M | 0.19% | +18+0.4% | Added |
| Hillsdale Investment Management Inc. | 4,849 | $1.62M | 0.08% | −310−6.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,862 | $1.63M | 0.54% | −145−2.9% | Reduced |
| Fiduciary Financial Group, LLC | 5,116 | $1.63M | 0.36% | +492+10.6% | Added |
| First County Bank | 4,867 | $1.63M | 0.91% | −1,159−19.2% | Reduced |
| Sym Financial Corp | 4,881 | $1.63M | 0.21% | +3,550+266.7% | Added |
| Lebenthal Global Advisors, LLC | 4,901 | $1.64M | 0.30% | +403+9.0% | Added |
| Legacy Private Trust Co. | 4,913 | $1.64M | 0.11% | −472−8.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,921 | $1.65M | 0.12% | −527−9.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,966 | $1.66M | 0.31% | +425+9.4% | Added |
| Syon Capital LLC | 4,968 | $1.66M | 0.15% | −257−4.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,993 | $1.67M | 1.07% | +710+16.6% | Added |
| Belmont Capital, LLC | 5,000 | $1.67M | 0.27% | −1,570−23.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,006 | $1.67M | 0.10% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 5,014 | $1.68M | 0.82% | +59+1.2% | Added |
| Cypress Capital Group | 5,016 | $1.68M | 0.21% | −1,807−26.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,038 | $1.68M | 0.22% | −1,011−16.7% | Reduced |
| Polymer Capital Management (HK) LTD | 5,050 | $1.69M | 0.30% | +5,050 | New |
| Etesian Wealth Advisors, Inc. | 5,055 | $1.69M | 0.75% | −242−4.6% | Reduced |
| Chemistry Wealth Management LLC | 5,055 | $1.69M | 0.40% | +103+2.1% | Added |
| Alta Wealth Advisors LLC | 5,061 | $1.69M | 0.74% | +5+0.1% | Added |
| WBI Investments | 5,069 | $1.69M | 0.42% | +1,791+54.6% | Added |
| Icapital Wealth LLC | 5,070 | $1.70M | 0.97% | +272+5.7% | Added |
| Moloney Securities Asset Management, LLC | 5,091 | $1.70M | 0.23% | −1,172−18.7% | Reduced |
| Ironwood Investment Management LLC | 5,109 | $1.71M | 0.85% | −10−0.2% | Reduced |
| Viawealth, LLC | 5,111 | $1.71M | 1.03% | +405+8.6% | Added |
| Pictet Bank & Trust Ltd | 5,112 | $1.71M | 1.71% | +240+4.9% | Added |
| Granite Investment Partners, LLC | 5,122 | $1.71M | 0.07% | +70+1.4% | Added |
| SRS Capital Advisors, Inc. | 5,123 | $1.71M | 0.11% | +4,149+426.0% | Added |
| Ballast, Inc. | 5,132 | $1.72M | 0.49% | −234−4.4% | Reduced |
| Castle Rock Wealth Management, LLC | 5,265 | $1.72M | 0.41% | +2,807+114.2% | Added |
| Cunning Capital Partners, LP | 5,150 | $1.72M | 1.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,159 | $1.72M | 0.29% | +476+10.2% | Added |
| ProVise Management Group, LLC | 5,165 | $1.73M | 0.15% | −313−5.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,167 | $1.73M | 0.09% | −398−7.2% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.73M | 2.57% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,297 | $1.73M | 0.12% | +1,063+25.1% | Added |
| NorthStar Asset Management LLC | 5,176 | $1.73M | 1.10% | +411+8.6% | Added |
| Palacios Wealth Management, LLC | 5,346 | $1.73M | 1.87% | +5,346 | New |
| Legacy Capital Wealth Management, LLC | 5,178 | $1.73M | 1.72% | +5,178 | New |
| David Loasby | 5,452 | $1.73M | 0.16% | +426+8.5% | Added |
| Sapient Capital LLC | 5,181 | $1.73M | 0.03% | −61−1.2% | Reduced |
| Stonebrook Private Inc. | 5,209 | $1.74M | 0.46% | −436−7.7% | Reduced |
| Birchbrook, Inc. | 5,217 | $1.74M | 0.99% | −110−2.1% | Reduced |
| Catalyst Financial Partners LLC | 5,219 | $1.74M | 0.33% | +210+4.2% | Added |
| Thor Investment Management Inc | 5,233 | $1.75M | 1.35% | +41+0.8% | Added |
| Generation Capital Management LLC | 5,238 | $1.75M | 1.50% | +5,238 | New |
| Geneva Capital Management LLC | 5,255 | $1.76M | 0.03% | −373−6.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,256 | $1.76M | 0.00% | +3,351+175.9% | Added |
| Paragon Private Wealth Management, LLC | 5,262 | $1.76M | 0.81% | +397+8.2% | Added |
| St. Clair Advisors, LLC | 5,274 | $1.76M | 0.51% | +80+1.5% | Added |
| Fred Alger Management, LLC | 5,270 | $1.76M | 0.01% | −379−6.7% | Reduced |
| InTrack Investment Management Inc | 5,459 | $1.77M | 1.23% | −269−4.7% | Reduced |