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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 6,328 | $2.12M | 0.32% | −26−0.4% | Reduced |
| Coastline Trust Co | 6,335 | $2.12M | 0.25% | −71−1.1% | Reduced |
| AA Financial Advisors, LLC | 6,340 | $2.12M | 0.57% | +75+1.2% | Added |
| Princeton Global Asset Management LLC | 6,349 | $2.12M | 0.40% | +6,093+2,380.1% | Added |
| Beck Capital Management, LLC | 6,352 | $2.12M | 0.56% | +6,352 | New |
| Aaron Wealth Advisors | 6,368 | $2.13M | 0.25% | +410+6.9% | Added |
| Canopy Partners, LLC | 6,381 | $2.13M | 0.81% | +98+1.6% | Added |
| Trust Point Inc. | 6,382 | $2.13M | 0.15% | −336−5.0% | Reduced |
| Mainstream Capital Management LLC | 6,409 | $2.14M | 1.50% | +33+0.5% | Added |
| Harold Davidson & Associates Inc. | 6,427 | $2.15M | 1.03% | +6,427 | New |
| Callan Family Office, LLC | 6,490 | $2.17M | 0.14% | +6,490 | New |
| Deltec Asset Management LLC | 6,500 | $2.17M | 0.43% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 6,517 | $2.18M | 0.42% | +64+1.0% | Added |
| Legacy Financial Advisors, Inc. | 6,555 | $2.19M | 0.36% | +188+3.0% | Added |
| WP Advisors, LLC | 6,569 | $2.20M | 0.73% | −87−1.3% | Reduced |
| Cooper Financial Group | 6,573 | $2.20M | 0.26% | +262+4.2% | Added |
| Park Place Capital Corp | 6,578 | $2.20M | 0.62% | −872−11.7% | Reduced |
| Central Valley Advisors, LLC | 6,580 | $2.20M | 1.00% | +150+2.3% | Added |
| Aspiriant, LLC | 6,585 | $2.20M | 0.08% | +261+4.1% | Added |
| Lodestar Private Asset Management LLC | 6,589 | $2.20M | 0.28% | +5,205+376.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,600 | $2.21M | 0.97% | +5,600+560.0% | Added |
| Tealwood Asset Management Inc | 6,605 | $2.21M | 0.91% | −71−1.1% | Reduced |
| Heritage Trust Co | 6,607 | $2.21M | 0.26% | +6,607 | New |
| Ashton Thomas Securities, LLC | 6,664 | $2.23M | 0.61% | +454+7.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 6,663 | $2.23M | 0.98% | −1,456−17.9% | Reduced |
| 1776 Wealth LLC | 6,666 | $2.23M | 1.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,679 | $2.23M | 0.01% | +257+4.0% | Added |
| Grandview Asset Management LLC | 6,682 | $2.23M | 0.82% | +498+8.1% | Added |
| TLWM | 6,689 | $2.24M | 0.44% | +272+4.2% | Added |
| Cove Private Wealth, LLC | 6,712 | $2.24M | 1.35% | +2,487+58.9% | Added |
| Dover Advisors, LLC | 6,739 | $2.25M | 1.29% | +290+4.5% | Added |
| Capital Investment Advisors, LLC | 6,745 | $2.26M | 0.05% | +106+1.6% | Added |
| First Pacific Financial | 6,749 | $2.26M | 0.53% | +77+1.2% | Added |
| Broderick Brian C | 6,764 | $2.26M | 0.44% | +6,764 | New |
| Banco BTG Pactual S.A. | 6,847 | $2.26M | 0.53% | +5,585+442.6% | Added |
| BankPlus Trust Department | 6,772 | $2.26M | 0.74% | +6,772 | New |
| Northstar Group, Inc. | 6,774 | $2.26M | 0.38% | −20.0% | Reduced |
| Strengthening Families & Communities, LLC | 6,781 | $2.27M | 1.29% | +86+1.3% | Added |
| Boyd Watterson Asset Management LLC | 6,781 | $2.27M | 0.63% | −204−2.9% | Reduced |
| Eisler Capital Management Ltd. | 6,876 | $2.27M | 0.08% | +6,876 | New |
| Chicago Trust Co NA | 6,807 | $2.28M | 0.40% | −233−3.3% | Reduced |
| Nations Financial Group Inc, | 6,810 | $2.28M | 0.17% | +106+1.6% | Added |
| Signature Wealth Management Group | 6,837 | $2.29M | 0.92% | +77+1.1% | Added |
| Udine Wealth Management, Inc. | 6,838 | $2.29M | 1.47% | +61+0.9% | Added |
| MidWestOne Financial Group, Inc. | 6,849 | $2.29M | 0.32% | −398−5.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,851 | $2.29M | 0.21% | −1,317−16.1% | Reduced |
| Saturna Capital CORP | 6,878 | $2.30M | 0.03% | +131+1.9% | Added |
| Barings LLC | 6,886 | $2.30M | 0.05% | −490−6.6% | Reduced |
| Camden Capital, LLC | 6,898 | $2.31M | 0.25% | −172−2.4% | Reduced |
| Proequities, Inc. | 6,933 | $2.31M | 0.13% | +301+4.5% | Added |
| Brandywine Managers, LLC | 6,913 | $2.31M | 2.44% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,935 | $2.32M | 0.28% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 6,949 | $2.33M | 1.09% | +407+6.2% | Added |
| Maia Wealth LLC | 6,712 | $2.33M | 0.50% | +1,265+23.2% | Added |
| Optimize Financial Inc | 6,988 | $2.34M | 1.75% | +6,988 | New |
| Doheny Asset Management | 6,993 | $2.34M | 1.74% | −5−0.1% | Reduced |
| Diversify Advisory Services, LLC | 7,358 | $2.34M | 0.13% | −2,430−24.8% | Reduced |
| Allen Investment Management LLC | 7,009 | $2.34M | 0.03% | −114,763−94.2% | Reduced |
| Quantessence Capital LLC | 7,024 | $2.35M | 0.96% | +7,024 | New |
| Zhang Financial LLC | 7,027 | $2.35M | 0.13% | +160+2.3% | Added |
| Nicholas Investment Partners, LP | 7,031 | $2.35M | 0.21% | +6,288+846.3% | Added |
| Winton Group Ltd | 7,040 | $2.35M | 0.16% | +7,040 | New |
| Pine Valley Investments Ltd Liability Co | 7,082 | $2.37M | 0.16% | +35+0.5% | Added |
| Koshinski Asset Management, Inc. | 7,090 | $2.37M | 0.20% | +222+3.2% | Added |
| Leelyn Smith, LLC | 7,095 | $2.37M | 0.42% | +172+2.5% | Added |
| Atlas Brown,Inc. | 7,097 | $2.37M | 0.81% | −78−1.1% | Reduced |
| Nautilus Advisors LLC | 7,132 | $2.38M | 1.90% | +7,132 | New |
| Cardiff Park Advisors, LLC | 7,134 | $2.39M | 0.23% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 7,143 | $2.39M | 0.56% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 7,163 | $2.39M | 1.49% | −169−2.3% | Reduced |
| Umpqua Bank | 7,403 | $2.40M | 0.83% | −305−4.0% | Reduced |
| Intrust Bank NA | 7,174 | $2.40M | 0.24% | +85+1.2% | Added |
| Bristlecone Advisors, LLC | 7,176 | $2.40M | 0.19% | −156−2.1% | Reduced |
| VeraBank, N.A. | 7,197 | $2.41M | 0.68% | −6−0.1% | Reduced |
| Shaker Investments LLC | 7,205 | $2.41M | 1.01% | +3,153+77.8% | Added |
| Concord Asset Management, LLC | 7,217 | $2.41M | 0.53% | +323+4.7% | Added |
| Agate Pass Investment Management, LLC | 7,221 | $2.41M | 1.09% | +2,217+44.3% | Added |
| Berkshire Bank | 7,235 | $2.42M | 0.56% | −162−2.2% | Reduced |
| Augustine Asset Management Inc | 7,246 | $2.42M | 0.64% | +3,406+88.7% | Added |
| Meiji Yasuda Life Insurance Co | 7,253 | $2.42M | 0.05% | +2,266+45.4% | Added |
| EPG Wealth Management LLC | 7,253 | $2.43M | 0.64% | −443−5.8% | Reduced |
| Waldron Private Wealth LLC | 7,257 | $2.43M | 0.10% | −515−6.6% | Reduced |
| Main Street Research LLC | 7,280 | $2.44M | 0.15% | +537+8.0% | Added |
| Natixis Investment Managers International | 7,299 | $2.44M | 0.19% | +2,145+41.6% | Added |
| Hudson Canyon Capital Management | 7,325 | $2.45M | 1.60% | +7,325 | New |
| Stevens Capital Management LP | 7,333 | $2.45M | 0.98% | −13,325−64.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,344 | $2.46M | 0.20% | −5,142−41.2% | Reduced |
| Center for Financial Planning, Inc. | 7,350 | $2.46M | 0.33% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 7,351 | $2.46M | 0.37% | +380+5.5% | Added |
| United Asset Strategies, Inc. | 7,351 | $2.46M | 0.23% | +50+0.7% | Added |
| Perfromance Wealth Partners, LLC | 7,353 | $2.46M | 0.08% | +8+0.1% | Added |
| Ingalls & Snyder LLC | 7,355 | $2.46M | 0.10% | −179−2.4% | Reduced |
| Cornerstone Planning, LLC | 7,367 | $2.46M | 0.94% | +7,367 | New |
| KPP Advisory Services LLC | 7,375 | $2.47M | 0.58% | +36+0.5% | Added |
| Portfolio Design Labs, LLC | 7,387 | $2.47M | 0.51% | +1,069+16.9% | Added |
| WSFS Capital Management, LLC | 7,403 | $2.47M | 0.13% | +1,030+16.2% | Added |
| Gardner Lewis Asset Management L P | 7,405 | $2.48M | 0.63% | +2,830+61.9% | Added |
| Robertson Stephens Wealth Management, LLC | 7,398 | $2.48M | 0.09% | +211+2.9% | Added |
| Kentucky Trust Co | 7,410 | $2.48M | 1.46% | +7,410 | New |
| EverSource Wealth Advisors, LLC | 7,428 | $2.48M | 0.14% | +1,072+16.9% | Added |