Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 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: 3,110; +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; 1,198 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.

Institutional holdersQ4 2024: 3,110 institutions

Value heldQ4 2024: $258.7B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,492	$109.5B
Q1 2026	2,696	$137.9B
Q4 2025	2,959	$201.9B
Q3 2025	2,816	$179.8B
Q2 2025	2,960	$210.0B
Q1 2025	2,956	$209.1B
Q4 2024	3,110	$258.7B
Q3 2024	2,657	$209.1B
Q2 2024	2,630	$198.8B
Q1 2024	2,769	$235.7B
Q4 2023	2,601	$204.8B
Q3 2023	2,294	$155.1B
Q2 2023	2,301	$161.7B
Q1 2023	2,183	$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.

Institutions holding CRM in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Oliver Lagore Vanvalin Investment Group	67	$22.4K	0.01%	00.0%	Unchanged
Caitlin John, LLC	67	$22.4K	0.02%	00.0%	Unchanged
Costello Asset Management, INC	69	$23.1K	0.02%	00.0%	Unchanged
Bellevue Asset Management, LLC	70	$23.4K	0.01%	00.0%	Unchanged
Valued Wealth Advisors LLC	71	$23.8K	0.01%	−22−23.7%	Reduced
Vermillion Wealth Management, Inc.	72	$24.2K	0.01%	+72	New
Knott David M Jr	77	$25.7K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	77	$25.9K	0.04%	00.0%	Unchanged
Legacy Investment Solutions, LLC	82	$26.7K	0.02%	+19+30.2%	Added
Legacy Wealth Managment, LLC	82	$26.7K	0.02%	+19+30.2%	Added
Accredited Wealth Management, LLC	80	$26.8K	0.02%	+80	New
Disciplina Capital Management LLC	81	$27.1K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	82	$27.4K	0.00%	+24+41.4%	Added
DiNuzzo Private Wealth, Inc.	84	$28.1K	0.00%	00.0%	Unchanged
Islay Capital Management, LLC	85	$28.4K	0.02%	00.0%	Unchanged
FLP Wealth Management, LLC	85	$28.5K	0.07%	+85	New
Promus Capital, LLC	86	$28.8K	0.02%	+86	New
Arlington Trust Co LLC	87	$29.1K	0.01%	+40+85.1%	Added
Tradewinds Capital Management, LLC	89	$29.8K	0.01%	00.0%	Unchanged
Compass Financial Services Inc	89	$29.8K	0.02%	+89	New
ZynergyRetirementPlanningLLC	110	$30.1K	0.02%	00.0%	Unchanged
NCP Inc.	91	$30.4K	0.02%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	91	$30.5K	0.01%	+91	New
Medallion Wealth Advisors, LLC	101	$31.0K	0.02%	+101	New
Asset Planning,Inc	93	$31.1K	0.02%	+93	New
FSA Wealth Management LLC	93	$31.2K	0.01%	−99−51.6%	Reduced
Quest 10 Wealth Builders, Inc.	94	$31.4K	0.03%	+94	New
Collier Financial	94	$31.6K	0.03%	+94	New
Castleview Partners, LLC	96	$31.7K	0.02%	+43+81.1%	Added
Operose Advisors LLC	96	$32.1K	0.01%	−166−63.4%	Reduced
Reyes Financial Architecture, Inc.	97	$32.4K	0.03%	+97	New
Signature Resources Capital Management, LLC	97	$32.6K	0.03%	00.0%	Unchanged
Piscataqua Savings Bank	100	$33.4K	0.03%	00.0%	Unchanged
Tacita Capital Inc	100	$33.4K	0.02%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	100	$33.4K	0.01%	+24+31.6%	Added
Atlantic Private Wealth, LLC	102	$34.1K	0.03%	+2+2.0%	Added
Cedar Mountain Advisors, LLC	102	$34.2K	0.01%	−9−8.1%	Reduced
Granite FO LLC	103	$34.4K	0.02%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	107	$35.0K	0.01%	+107	New
Longview Financial Advisors LLC	105	$35.1K	0.02%	+105	New
Halbert Hargrove Global Advisors, LLC	105	$35.2K	0.00%	+105	New
Red Tortoise LLC	108	$36.3K	0.02%	00.0%	Unchanged
Barrett & Company, Inc.	110	$36.8K	0.02%	00.0%	Unchanged
Chesapeake Asset Management LLC	110	$36.9K	0.03%	+3+2.8%	Added
Ruedi Wealth Management, Inc.	113	$37.8K	0.01%	00.0%	Unchanged
Stephens Consulting, LLC	115	$38.4K	0.01%	00.0%	Unchanged
Gables Capital Management Inc.	116	$38.8K	0.02%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	118	$39.0K	0.03%	−338−74.1%	Reduced
Kathleen S. Wright Associates Inc.	117	$39.1K	0.02%	00.0%	Unchanged
Main Street Group, LTD	117	$39.1K	0.01%	00.0%	Unchanged
Aspect Partners, LLC	120	$40.1K	0.02%	+15+14.3%	Added
Pingora Partners LLC	125	$41.8K	0.03%	00.0%	Unchanged
Colonial Trust Advisors	127	$42.5K	0.00%	−11−8.0%	Reduced
Clear Investment Research, LLC	128	$42.9K	0.06%	−1−0.8%	Reduced
Perkins Coie Trust Co	135	$45.1K	0.01%	00.0%	Unchanged
VSM Wealth Advisory, LLC	135	$45.1K	0.02%	+135	New
Carolinas Wealth Consulting LLC	136	$45.2K	0.01%	00.0%	Unchanged
REAP Financial Group, LLC	136	$45.5K	0.01%	−65−32.3%	Reduced
Pineridge Advisors LLC	137	$45.8K	0.02%	+62+82.7%	Added
Pin Oak Investment Advisors Inc	167	$46.0K	0.04%	00.0%	Unchanged
Pflug Koory, LLC	138	$46.1K	0.02%	00.0%	Unchanged
Sierra Ocean, LLC	139	$46.5K	0.04%	+139	New
Glass Jacobson Investment Advisors llc	140	$46.8K	0.02%	00.0%	Unchanged
Pacifica Partners Inc.	144	$47.6K	0.02%	00.0%	Unchanged
IAG Wealth Partners, LLC	150	$50.1K	0.01%	00.0%	Unchanged
Slocum, Gordon & Co LLP	150	$50.1K	0.04%	00.0%	Unchanged
Clark Wealth Partners	151	$50.6K	0.04%	+151	New
Union Savings Bank	155	$51.8K	0.03%	00.0%	Unchanged
Raffa Wealth Management, LLC	160	$53.5K	0.01%	−6−3.6%	Reduced
Graney & King, LLC	161	$53.7K	0.04%	+161	New
McCarthy Grittinger Financial Group, LLC	165	$55.2K	0.02%	00.0%	Unchanged
Friedenthal Financial	165	$55.2K	0.03%	+165	New
ZRC Wealth Management, LLC	165	$55.2K	0.02%	00.0%	Unchanged
1620 Investment Advisors, Inc.	168	$56.1K	0.04%	−2−1.2%	Reduced
Cherry Tree Wealth Management, LLC	168	$56.2K	0.01%	00.0%	Unchanged
Richardson Capital Management LLC	170	$56.8K	0.04%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	175	$58.5K	0.03%	−125−41.7%	Reduced
Kings Path Partners LLC	176	$58.8K	0.03%	00.0%	Unchanged
Kohmann Bosshard Financial Services, LLC	176	$58.8K	0.01%	+176	New
Rosenberg Matthew Hamilton	177	$59.2K	0.02%	+83+88.3%	Added
FSC Wealth Advisors, LLC	178	$59.5K	0.04%	+178	New
Kieckhefer Group LLC	180	$60.2K	0.04%	+180	New
Whipplewood Advisors, LLC	185	$61.9K	0.04%	+185	New
Cedar Wealth Management, LLC	187	$62.5K	0.02%	−1,529−89.1%	Reduced
Core Alternative Capital	188	$62.9K	0.01%	+35+22.9%	Added
Bank & Trust Co	190	$63.5K	0.05%	−5−2.6%	Reduced
Cordant, Inc.	190	$63.5K	0.03%	+190	New
Mizuho Securities Co. Ltd.	190	$63.8K	0.96%	−7,900−97.7%	Reduced
Tortoise Investment Management, LLC	193	$64.5K	0.01%	+24+14.2%	Added
Avion Wealth	196	$65.0K	0.02%	+101+106.3%	Added
Tidemark, LLC	200	$66.9K	0.03%	+18+9.9%	Added
SWAN Capital LLC	200	$66.9K	0.03%	−129−39.2%	Reduced
Emerald Advisers, LLC	200	$66.9K	0.00%	00.0%	Unchanged
Breakwater Investment Management	200	$66.9K	0.03%	00.0%	Unchanged
Crowley Wealth Management, Inc.	200	$66.9K	0.06%	+200	New
Ameliora Wealth Management Ltd.	200	$66.9K	0.03%	+200	New
Retirement Wealth Solutions LLC	212	$67.3K	0.06%	+212	New
Tucker Asset Management LLC	206	$68.9K	0.01%	−12−5.5%	Reduced
FPC Investment Advisory, Inc.	202	$69.0K	0.05%	+187+1,246.7%	Added
Noble Wealth Management PBC	218	$72.9K	0.05%	+218	New