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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; 2,492 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
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2024: $258.7B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$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
InstitutionSharesValue% of portfolioChange in sharesAction
CGC Financial Services, LLC223$74.6K0.03%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc224$74.9K0.01%−14−5.9%Reduced
Pacific Center for Financial Services231$77.1K0.02%+1+0.4%Added
MCF Advisors LLC231$77.3K0.01%+90+63.8%Added
GHP Investment Advisors, Inc.235$78.6K0.00%−24−9.3%Reduced
Hartford Financial Management Inc.235$78.6K0.02%00.0%Unchanged
AlphaMark Advisors, LLC238$80.0K0.03%+102+75.0%Added
Quarry LP244$81.6K0.02%+244New
Cadent Capital Advisors, LLC245$81.8K0.03%+245New
Virtus Investment Advisers, Inc.248$82.9K0.06%00.0%Unchanged
Iron Horse Wealth Management, LLC252$84.3K0.03%00.0%Unchanged
Caldwell Sutter Capital, Inc.258$86.3K0.04%−30−10.4%Reduced
Financial Connections Group, Inc.263$87.0K0.04%−114−30.2%Reduced
VisionPoint Advisory Group, LLC264$87.3K0.03%+264New
Tower View Investment Management & Research LLC261$87.3K0.05%00.0%Unchanged
First PREMIER Bank263$88.0K0.02%−200−43.2%Reduced
Creekmur Asset Management LLC265$88.6K0.02%−8−2.9%Reduced
Live Oak Investment Partners–$89.6K0.07%––
Crews Bank & Trust271$90.6K0.02%+271New
Activest Wealth Management275$92.0K0.03%+6+2.2%Added
Northwest Capital Management Inc283$94.6K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC288$96.3K0.02%−7−2.4%Reduced
Delta Asset Management LLC292$97.6K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC292$97.7K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC296$99.0K0.01%−25−7.8%Reduced
Horizon Financial Services, LLC298$99.6K0.06%00.0%Unchanged
Logan Capital Management Inc300$100.3K0.00%+2+0.7%Added
Ulland Investment Advisors, LLC309$103.0K0.07%00.0%Unchanged
Bank of New Hampshire310$103.6K0.03%00.0%Unchanged
Vision Financial Markets LLC310$103.7K0.11%+310New
MB, Levis & Associates, LLC311$104.0K0.05%00.0%Unchanged
Evelyn Partners Asset Management Ltd313$104.6K0.03%+313New
Bay Harbor Wealth Management, LLC314$105.0K0.03%+4+1.3%Added
Ogorek Anthony Joseph323$108.0K0.03%+1+0.3%Added
Financial Perspectives, Inc327$109.3K0.04%+104+46.6%Added
Estabrook Capital Management331$110.7K0.02%00.0%Unchanged
Sherman Asset Management, Inc.333$111.3K0.10%+333New
Strategic Investment Solutions, Inc.401$111.6K0.04%+300+297.0%Added
Armstrong Advisory Group, Inc343$114.7K0.01%+77+28.9%Added
JCIC Asset Management Inc.347$116.0K0.05%+7+2.1%Added
City Holding Co351$117.3K0.02%00.0%Unchanged
Consultiva Wealth Management, Corp.351$117.3K0.59%+351New
Cornerstone Planning Group LLC338$117.4K0.03%+11+3.4%Added
Private Wealth Management Group, LLC357$119.4K0.05%00.0%Unchanged
American Capital Advisory, LLC360$120.4K0.07%00.0%Unchanged
Kapitalo Investimentos Ltda362$121.0K0.08%+362New
Acropolis Investment Management, LLC365$122.0K0.01%+365New
Beaird Harris Wealth Management, LLC367$122.7K0.01%−294−44.5%Reduced
Stonebridge Financial Group, LLC368$123.0K0.01%+368New
EnRich Financial Partners LLC373$124.7K0.04%00.0%Unchanged
Bruce G. Allen Investments, LLC373$124.7K0.10%+292+360.5%Added
Atwood & Palmer Inc380$127.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC395$132.1K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC398$133.2K0.01%−475−54.4%Reduced
Financial Management Professionals, Inc.406$135.9K0.02%+8+2.0%Added
FWL Investment Management, LLC410$137.1K0.05%+100+32.3%Added
Global Financial Private Client, LLC421$140.8K0.05%+3+0.7%Added
Frazier Financial Advisors, LLC420$141.1K0.11%−119−22.1%Reduced
UMA Financial Services, Inc.423$141.4K0.02%+423New
E Fund Management (Hong Kong) Co., Ltd.430$144.0K0.11%+201+87.8%Added
Oakworth Capital, Inc.441$147.4K0.01%+250+130.9%Added
McIlrath & Eck, LLC443$148.2K0.02%+171+62.9%Added
WR Wealth Planners, LLC449$150.1K0.05%+37+9.0%Added
WPG Advisers, LLC450$150.4K0.14%+450New
Cassady Schiller Wealth Management, LLC453$151.5K0.06%+82+22.1%Added
Evergreen Private Wealth LLC459$153.5K0.07%00.0%Unchanged
Deseret Mutual Benefit Administrators460$153.8K0.08%−8−1.7%Reduced
Bell Investment Advisors, Inc460$153.8K0.03%+1+0.2%Added
Nova Wealth Management, Inc.461$154.1K0.13%+461New
JFS Wealth Advisors, LLC482$161.0K0.01%−30−5.9%Reduced
Kessler Investment Group, LLC484$161.8K0.08%−16−3.2%Reduced
Fourth Dimension Wealth, LLC485$162.2K0.08%+485New
Optimum Investment Advisors500$167.2K0.07%00.0%Unchanged
Redwood Park Advisors LLC504$168.6K0.14%+504New
Hall Laurie J Trustee505$169.0K0.06%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC509$170.2K0.11%+509New
Lee Danner & Bass Inc515$172.2K0.01%−700−57.6%Reduced
Mascoma Wealth Management LLC518$173.2K0.04%+51+10.9%Added
First Command Advisory Services, Inc.533$178.2K0.00%−6−1.1%Reduced
Banque de Luxembourg S.A.551$185.0K0.10%+551New
Hanson & Doremus Investment Management568$190.0K0.03%00.0%Unchanged
Park Square Financial Group, LLC569$190.2K0.13%+569New
Tompkins Financial Corp571$190.9K0.02%00.0%Unchanged
GW&K Investment Management, LLC572$191.0K0.00%+27+5.0%Added
Sound Income Strategies, LLC572$191.2K0.01%−67−10.5%Reduced
Dakota Community Bank & Trust NA591$197.6K0.94%+145+32.5%Added
Rockland Trust Co599$200.3K0.01%+599New
Globeflex Capital L P600$200.6K0.02%00.0%Unchanged
Neumann Capital Management, LLC600$200.6K0.07%+600New
Royal Capital Wealth Management, LLC600$200.6K0.14%+600New
Papp L Roy & Associates601$200.9K0.02%+601New
Legacy Financial Group, Inc.602$201.3K0.06%+602New
Retirement Planning Group602$201.3K0.01%+602New
Mainsail Asset Management, LLC604$202.1K0.14%+604New
Golden Road Advisors LLC605$202.3K0.15%+605New
Prospect Financial Services LLC607$202.9K0.11%+607New
CFS Investment Advisory Services, LLC608$203.0K0.02%+608New
Peregrine Asset Advisers, Inc.609$203.6K0.08%+609New
Capital Square, LLC610$203.7K0.12%+610New
Strategic Financial Concepts, LLC610$203.8K0.04%+610New