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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 7,450 | $2.49M | 0.12% | +1,150+18.3% | Added |
| Nilsine Partners, LLC | 7,463 | $2.50M | 0.27% | +323+4.5% | Added |
| Weaver Capital Management LLC | 7,476 | $2.50M | 0.70% | +933+14.3% | Added |
| Shay Capital LLC | 7,500 | $2.51M | 0.61% | +6,120+443.5% | Added |
| Silphium Asset Management Ltd | 7,500 | $2.51M | 0.91% | +7,500 | New |
| Cito Capital Group, LLC | 7,500 | $2.51M | 0.92% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,528 | $2.52M | 0.41% | +423+6.0% | Added |
| Werba Rubin Papier Wealth Management | 7,559 | $2.53M | 0.60% | −1,922−20.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,588 | $2.54M | 0.09% | +64+0.9% | Added |
| Harfst & Associates, Inc. | 7,589 | $2.54M | 0.53% | +496+7.0% | Added |
| Wealth Management Partners, LLC | 7,592 | $2.54M | 1.10% | −165−2.1% | Reduced |
| Skopos Labs, Inc. | 7,594 | $2.54M | 0.76% | +427+6.0% | Added |
| Ascent Wealth Partners, LLC | 7,618 | $2.55M | 0.34% | −96−1.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,611 | $2.55M | 0.47% | +597+8.5% | Added |
| TSFG, LLC | 7,626 | $2.55M | 0.52% | −200−2.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,626 | $2.55M | 1.48% | −181−2.3% | Reduced |
| Financial Gravity Companies, Inc. | 7,668 | $2.56M | 0.59% | +125+1.7% | Added |
| Peterson Wealth Management | 7,725 | $2.58M | 1.54% | +362+4.9% | Added |
| Unique Wealth Strategies, LLC | 7,738 | $2.59M | 1.14% | −278−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,916 | $2.59M | 0.09% | +1,034+15.0% | Added |
| Jamison Private Wealth Management, Inc. | 7,741 | $2.59M | 0.38% | +837+12.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 7,764 | $2.60M | 0.06% | −143,655−94.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,765 | $2.60M | 0.27% | +3,164+68.8% | Added |
| Clear Harbor Asset Management, LLC | 7,780 | $2.60M | 0.21% | +449+6.1% | Added |
| Thrive Wealth Management, LLC | 7,782 | $2.60M | 0.47% | −8−0.1% | Reduced |
| Quadrant Capital Group LLC | 7,785 | $2.60M | 0.18% | +167+2.2% | Added |
| Navalign, LLC | 7,805 | $2.61M | 0.77% | −212−2.6% | Reduced |
| Field & Main Bank | 7,810 | $2.61M | 0.92% | +35+0.5% | Added |
| Wealth Alliance | 7,814 | $2.61M | 0.31% | +198+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,815 | $2.61M | 0.20% | −6,230−44.4% | Reduced |
| StoneX Group Inc. | 7,810 | $2.61M | 0.14% | +1,234+18.8% | Added |
| Unique Wealth, LLC | 7,839 | $2.62M | 0.55% | +867+12.4% | Added |
| Bangor Savings Bank | 7,862 | $2.63M | 0.25% | −35−0.4% | Reduced |
| PFC Capital Group, Inc. | 7,870 | $2.63M | 1.27% | +50+0.6% | Added |
| Wealthspire Advisors, LLC | 7,898 | $2.64M | 0.03% | +332+4.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,909 | $2.64M | 0.96% | +41+0.5% | Added |
| K.J. Harrison & Partners Inc | 8,000 | $2.65M | 0.41% | +3,000+60.0% | Added |
| Perpetual Ltd | 7,925 | $2.65M | 0.03% | +990+14.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,927 | $2.65M | 0.24% | +20.0% | Added |
| South Dakota Investment Council | 7,928 | $2.65M | 0.05% | 00.0% | Unchanged |
| Power Wealth Management LLC | 7,961 | $2.66M | 1.11% | −65−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 7,959 | $2.66M | 0.19% | +758+10.5% | Added |
| Ellevest, Inc. | 7,982 | $2.67M | 0.15% | −1,371−14.7% | Reduced |
| Edge Capital Group, LLC | 8,000 | $2.67M | 0.12% | −542−6.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.67M | 0.79% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 8,000 | $2.67M | 0.34% | −61−0.8% | Reduced |
| Alps Advisors Inc | 8,004 | $2.68M | 0.02% | −1,119−12.3% | Reduced |
| Okabena Investment Services Inc | 8,013 | $2.68M | 0.74% | +994+14.2% | Added |
| Archford Capital Strategies, LLC | 8,024 | $2.68M | 0.41% | +234+3.0% | Added |
| Hel Ved Capital Management Ltd | 8,050 | $2.69M | 0.82% | +1,655+25.9% | Added |
| Charter Research & Investment Group, Inc. | 8,052 | $2.69M | 2.05% | −50−0.6% | Reduced |
| Nicolet Bankshares Inc | 8,056 | $2.69M | 0.64% | −69−0.8% | Reduced |
| DeDora Capital, Inc. | 8,079 | $2.70M | 0.74% | +12+0.1% | Added |
| FOCUS Wealth Advisors, LLC | 8,087 | $2.70M | 1.43% | −121−1.5% | Reduced |
| TrinityPoint Wealth, LLC | 8,092 | $2.71M | 0.38% | +158+2.0% | Added |
| Verde Capital Management | 8,151 | $2.73M | 0.77% | −1,927−19.1% | Reduced |
| Elmwood Wealth Management, Inc. | 8,162 | $2.73M | 1.10% | +1,539+23.2% | Added |
| Chickasaw Capital Management LLC | 8,165 | $2.73M | 0.11% | −70−0.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,167 | $2.73M | 0.70% | +475+6.2% | Added |
| Nelson Capital Management, LLC | 8,182 | $2.74M | 0.45% | +143+1.8% | Added |
| RMR Wealth Builders | 8,210 | $2.74M | 0.28% | +440+5.7% | Added |
| Pinnacle Holdings, LLC | 8,229 | $2.75M | 1.04% | −222−2.6% | Reduced |
| Norden Group LLC | 8,231 | $2.75M | 0.31% | +431+5.5% | Added |
| United Bank | 8,268 | $2.76M | 1.17% | +965+13.2% | Added |
| LifePlan Financial, LLC | 8,285 | $2.77M | 2.45% | −178−2.1% | Reduced |
| Core Wealth Advisors, Inc. | 8,299 | $2.77M | 0.91% | −145−1.7% | Reduced |
| Orin Green Financial, LLC | – | $2.77M | 1.22% | – | – |
| BTG Pactual Asset Management US LLC | 8,302 | $2.78M | 0.36% | +1,638+24.6% | Added |
| AMG National Trust Bank | 8,285 | $2.78M | 0.08% | −40−0.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,320 | $2.78M | 0.61% | −576−6.5% | Reduced |
| Shepherd Financial Partners LLC | 8,330 | $2.78M | 0.33% | +280+3.5% | Added |
| L.M. Kohn & Company | 8,363 | $2.80M | 0.72% | +15+0.2% | Added |
| Graypoint LLC | 8,370 | $2.80M | 0.17% | +336+4.2% | Added |
| Stonegate Investment Group, LLC | 8,377 | $2.80M | 0.07% | +470+5.9% | Added |
| Burney Co | 8,400 | $2.81M | 0.10% | −107−1.3% | Reduced |
| Worth Asset Management, LLC | 8,410 | $2.81M | 1.50% | +8,410 | New |
| Congress Park Capital LLC | 8,437 | $2.82M | 1.02% | −290−3.3% | Reduced |
| Kampmann Melissa S. | 8,459 | $2.83M | 2.22% | −990−10.5% | Reduced |
| Applied Finance Capital Management, LLC | 8,508 | $2.84M | 0.12% | −730−7.9% | Reduced |
| Somerville Kurt F | 8,551 | $2.86M | 0.48% | +8,551 | New |
| Lecap Asset Management Ltd | 8,556 | $2.86M | 0.78% | +8,556 | New |
| WealthShield Partners, LLC | 8,562 | $2.87M | 0.41% | −642−7.0% | Reduced |
| Private Trust Co NA | 8,588 | $2.87M | 0.29% | −108−1.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 8,590 | $2.87M | 1.17% | +20+0.2% | Added |
| Bell Bank | 8,597 | $2.87M | 0.21% | −64−0.7% | Reduced |
| CFC Planning Co LLC | 8,612 | $2.88M | 3.08% | +8,612 | New |
| Schechter Investment Advisors, LLC | 8,615 | $2.88M | 0.22% | −267−3.0% | Reduced |
| Little House Capital LLC | 8,634 | $2.89M | 0.82% | +129+1.5% | Added |
| Shorepoint Capital Partners LLC | 8,665 | $2.90M | 0.66% | +261+3.1% | Added |
| Triangle Securities Wealth Management | 8,772 | $2.93M | 0.75% | −175−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,779 | $2.94M | 0.01% | −109,045−92.5% | Reduced |
| Smartleaf Asset Management LLC | 8,746 | $2.94M | 0.30% | +1,753+25.1% | Added |
| Baker Chad R | 8,790 | $2.94M | 0.58% | +8,790 | New |
| Graphene Investments SAS | 8,800 | $2.94M | 2.03% | −2,600−22.8% | Reduced |
| Joseph Group Capital Management | 8,805 | $2.94M | 1.16% | −891−9.2% | Reduced |
| Wealthcare Advisory Partners LLC | 8,810 | $2.95M | 0.08% | −579−6.2% | Reduced |
| Premier Path Wealth Partners, LLC | 8,856 | $2.96M | 0.45% | −783−8.1% | Reduced |
| Boomfish Wealth Group, LLC | 8,891 | $2.97M | 1.80% | −421−4.5% | Reduced |
| GKV Capital Management Co., Inc. | 8,910 | $2.98M | 1.21% | +8,910 | New |
| Campbell & CO Investment Adviser LLC | 8,911 | $2.98M | 0.23% | +8,911 | New |