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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 5,304 | $1.77M | 0.13% | +324+6.5% | Added |
| Bowman & Co S.C. | 5,316 | $1.78M | 0.92% | +219+4.3% | Added |
| Brown, Lisle/Cummings, Inc. | 5,328 | $1.78M | 0.53% | +174+3.4% | Added |
| Choate Investment Advisors | 5,342 | $1.79M | 0.04% | +1,193+28.8% | Added |
| Keudell/Morrison Wealth Management | 5,342 | $1.79M | 0.47% | −16−0.3% | Reduced |
| Coastwise Capital Group, LLC | 5,347 | $1.79M | 1.43% | −401−7.0% | Reduced |
| KRS Capital Management, LLC | 5,361 | $1.79M | 1.27% | −59−1.1% | Reduced |
| 111 Capital | 5,409 | $1.81M | 0.38% | +5,409 | New |
| Aigen Investment Management, LP | 5,425 | $1.81M | 0.32% | +5,425 | New |
| Capital Advisors Wealth Management, LLC | 5,437 | $1.82M | 0.32% | +17+0.3% | Added |
| Dohj, LLC | 5,442 | $1.82M | 0.42% | +68+1.3% | Added |
| Smith, Salley & Associates | 5,442 | $1.82M | 0.12% | +418+8.3% | Added |
| Guerra Pan Advisors, LLC | 5,453 | $1.82M | 1.32% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 5,448 | $1.83M | 0.06% | +5,448 | New |
| 1st Source Bank | 5,469 | $1.83M | 0.10% | −50−0.9% | Reduced |
| Oxler Private Wealth LLC | 5,474 | $1.83M | 0.60% | +5+0.1% | Added |
| Apella Capital, LLC | 5,475 | $1.83M | 0.07% | +3+0.1% | Added |
| Evoke Wealth, LLC | 5,469 | $1.83M | 0.05% | +617+12.7% | Added |
| Myriad Asset Management US LP | 5,483 | $1.83M | 1.23% | +5,483 | New |
| Legal Advantage Investments, Inc. | 5,496 | $1.84M | 0.97% | −50−0.9% | Reduced |
| Aviso Financial Inc. | 5,500 | $1.84M | 0.09% | +21+0.4% | Added |
| Inspire Trust Co, N.A. | 5,500 | $1.84M | 0.47% | +2,500+83.3% | Added |
| Lazari Capital Management, Inc. | 5,506 | $1.84M | 0.73% | +63+1.2% | Added |
| Northwest Bank & Trust Co | 5,597 | $1.85M | 1.36% | +3+0.1% | Added |
| Community Bank, N.A. | 5,529 | $1.85M | 0.24% | +135+2.5% | Added |
| Parcion Private Wealth LLC | 5,537 | $1.85M | 0.14% | +3+0.1% | Added |
| Morangie Management LLC | 5,534 | $1.85M | 1.51% | +5,534 | New |
| Puzo Michael J | 5,576 | $1.86M | 0.52% | +4,826+643.5% | Added |
| Arrowroot Family Office, LLC | 5,582 | $1.87M | 0.97% | +888+18.9% | Added |
| Castle Wealth Management LLC | 5,584 | $1.87M | 0.74% | −319−5.4% | Reduced |
| Claro Advisors LLC | 5,598 | $1.87M | 0.25% | +122+2.2% | Added |
| Agf Management Ltd | 5,599 | $1.87M | 0.01% | +2,085+59.3% | Added |
| Resources Management Corp | 5,607 | $1.88M | 0.26% | −400−6.7% | Reduced |
| Plancorp, LLC | 5,625 | $1.88M | 0.08% | +537+10.6% | Added |
| Invera Wealth Advisors, LLC | 5,634 | $1.89M | 1.87% | −541−8.8% | Reduced |
| Clare Market Investments LLC | 5,652 | $1.89M | 0.45% | +1,426+33.7% | Added |
| Mainstay Capital Management LLC | 5,654 | $1.89M | 0.29% | +189+3.5% | Added |
| HWG Holdings LP | 5,665 | $1.89M | 0.62% | +5,665 | New |
| Roman Butler Fullerton & Co | 5,482 | $1.90M | 0.60% | +2,409+78.4% | Added |
| Millington Financial Advisors, LLC | 5,618 | $1.91M | 1.11% | +789+16.3% | Added |
| Leo Wealth, LLC | 5,705 | $1.91M | 0.17% | −2,768−32.7% | Reduced |
| NVWM, LLC | 5,944 | $1.91M | 0.48% | +3,379+131.7% | Added |
| Gilbert & Cook, Inc. | 5,731 | $1.92M | 0.27% | −37−0.6% | Reduced |
| Capstone Triton Financial Group, LLC | 5,736 | $1.92M | 1.20% | +47+0.8% | Added |
| Everhart Financial Group, Inc. | 5,751 | $1.92M | 0.40% | +665+13.1% | Added |
| Doliver Advisors, LP | 5,782 | $1.93M | 0.54% | −294−4.8% | Reduced |
| Convergence Financial, LLC | 5,787 | $1.93M | 0.39% | +42+0.7% | Added |
| Acorn Financial Advisory Services Inc | 5,795 | $1.94M | 0.32% | −198−3.3% | Reduced |
| Scott & Selber, Inc. | 5,804 | $1.94M | 0.58% | −128−2.2% | Reduced |
| Lindbrook Capital, LLC | 5,805 | $1.94M | 0.18% | +23+0.4% | Added |
| Renasant Bank | 5,812 | $1.94M | 1.26% | −874−13.1% | Reduced |
| Platform Technology Partners | 5,819 | $1.95M | 0.59% | −24−0.4% | Reduced |
| Atala Financial Inc | 5,825 | $1.95M | 1.37% | +5,825 | New |
| Eos Management, L.P. | 5,843 | $1.95M | 0.82% | +5,843 | New |
| Rehmann Capital Advisory Group | 5,845 | $1.95M | 0.12% | +62+1.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 5,847 | $1.95M | 0.28% | +5,847 | New |
| GraniteShares Advisors LLC | 5,848 | $1.96M | 1.24% | −1,421−19.5% | Reduced |
| Riverview Capital Advisers, LLC | 5,850 | $1.96M | 0.59% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 5,856 | $1.96M | 0.38% | −34,118−85.4% | Reduced |
| CX Institutional | 5,858 | $1.96M | 0.08% | +221+3.9% | Added |
| LMG Wealth Partners, LLC | 5,861 | $1.96M | 0.43% | +368+6.7% | Added |
| TRUE Private Wealth Advisors | 5,865 | $1.96M | 0.24% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,869 | $1.96M | 0.48% | +965+19.7% | Added |
| Legacy Advisors, LLC | 5,880 | $1.97M | 0.19% | +1,221+26.2% | Added |
| Redmond Asset Management, LLC | 5,884 | $1.97M | 0.49% | −273−4.4% | Reduced |
| Delta Financial Advisors LLC | 5,906 | $1.97M | 0.73% | +2,035+52.6% | Added |
| Cornerstone National Bank & Trust Co | 5,935 | $1.98M | 0.91% | +19+0.3% | Added |
| Keel Point, LLC | 5,940 | $1.99M | 0.16% | −627−9.5% | Reduced |
| Albion Financial Group | 5,953 | $1.99M | 0.14% | −1,866−23.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,981 | $2.00M | 1.17% | −103−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 5,986 | $2.00M | 0.40% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,997 | $2.00M | 0.30% | +5,997 | New |
| Valliance Asset Management Ltd | 6,000 | $2.01M | 3.60% | +6,000 | New |
| Landscape Capital Management, L.L.C. | 6,019 | $2.01M | 0.21% | +6,019 | New |
| Donoghue Forlines LLC | 6,021 | $2.01M | 0.67% | +1,567+35.2% | Added |
| PFG Investments, LLC | 6,029 | $2.02M | 0.13% | −589−8.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,049 | $2.02M | 0.71% | −51−0.8% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $2.03M | 0.30% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,066 | $2.03M | 0.06% | +556+10.1% | Added |
| Jacobi Capital Management LLC | 6,082 | $2.03M | 0.15% | −99−1.6% | Reduced |
| CBOE Vest Financial, LLC | 6,084 | $2.03M | 0.04% | +883+17.0% | Added |
| IMA Wealth, Inc. | 6,124 | $2.05M | 0.25% | −50−0.8% | Reduced |
| Fiduciary Group LLC | 6,137 | $2.05M | 0.21% | −657−9.7% | Reduced |
| Stablepoint Partners, LLC | 6,179 | $2.07M | 0.38% | −10−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,200 | $2.07M | 0.15% | −7,103−53.4% | Reduced |
| Lewis Asset Management, LLC | 6,200 | $2.07M | 1.58% | −443−6.7% | Reduced |
| Ancora Advisors, LLC | 6,203 | $2.07M | 0.05% | +1,079+21.1% | Added |
| Asset Dedication, LLC | 6,205 | $2.07M | 0.16% | −3,540−36.3% | Reduced |
| Semmax Financial Advisors Inc. | 6,301 | $2.08M | 0.55% | −624−9.0% | Reduced |
| Gladius Capital Management LP | 6,224 | $2.08M | 1.20% | +2,144+52.5% | Added |
| Quadcap Wealth Management, LLC | 6,231 | $2.08M | 0.31% | +187+3.1% | Added |
| Brendel Financial Advisors LLC | 6,234 | $2.08M | 1.26% | +6,234 | New |
| HF Advisory Group, LLC | 6,282 | $2.10M | 0.97% | +872+16.1% | Added |
| Howard Capital Management Inc. | 6,290 | $2.10M | 0.03% | +548+9.5% | Added |
| Schmidt P J Investment Management Inc | 6,293 | $2.10M | 0.36% | −643−9.3% | Reduced |
| St. Johns Investment Management Company, LLC | 6,304 | $2.11M | 0.98% | −248−3.8% | Reduced |
| Mfg Wealth Management, Inc. | 6,307 | $2.11M | 1.93% | +6,307 | New |
| Steinberg Asset Management LLC | 6,320 | $2.11M | 1.56% | −139−2.2% | Reduced |
| Rossmore Private Capital | 6,320 | $2.11M | 0.26% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 6,325 | $2.11M | 1.20% | −907−12.5% | Reduced |