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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
Legacy Financial Strategies, LLC616$203.8K0.04%+616New
49 Wealth Management, LLC610$204.0K0.03%+610New
Three Bridge Wealth Advisors, LLC611$204.5K0.07%+611New
360 Financial, Inc.615$205.6K0.07%+615New
Compass Capital Corp616$205.9K0.08%+616New
Financial Council Asset Management Inc616$205.9K0.11%+616New
Accelerate Investment Advisors LLC618$206.5K0.18%+618New
Wealthquest Corp618$206.6K0.02%+618New
Francis Financial, Inc.1,036$206.7K0.05%+1,036New
Hanlon Investment Management, Inc.619$206.9K0.06%+619New
NBZ Investment Advisors LLC619$206.9K0.12%+619New
Affinity Capital Advisors, LLC639$207.7K0.04%+639New
University of Texas/Texas Am Investment Managment Co622$208.0K0.02%00.0%Unchanged
O'Rourke & Company, Inc623$208.3K0.10%+623New
Bank of Jackson Hole Trust623$208.3K0.14%+623New
Bill Few Associates, Inc.624$208.6K0.07%+624New
Lion Street Advisors, LLC624$208.6K0.07%+624New
Townsend & Associates, Inc639$208.9K0.02%+639New
Fiera Capital Corp625$209.0K0.00%+625New
Vienna Asset Management LLC625$209.0K0.14%+625New
Financial Advisors Network, Inc.626$209.3K0.03%+626New
Whitaker-Myers Wealth Managers, LTD.626$209.3K0.06%−117−15.7%Reduced
Williams & Novak, LLC627$209.6K0.20%+627New
Landing Point Financial Group, LLC645$210.5K0.16%+645New
Client 1st Advisory Group, LLC631$211.0K0.08%+631New
Steigerwald, Gordon & Koch Inc.633$211.6K0.02%+633New
Harbor Group, Inc.633$211.6K0.05%+633New
Austin Asset Management Co Inc640$214.1K0.04%+640New
NCM Capital Management, LLC641$214.3K0.10%+641New
Seneca Financial Advisors LLC642$214.6K0.11%+642New
Buffington Mohr McNeal642$214.6K0.04%+642New
Topsail Wealth Management, LLC643$215.0K0.05%+643New
Vista Private Wealth Partners. LLC644$215.2K0.08%−25−3.7%Reduced
Eagle Bay Advisors LLC643$215.2K0.14%−133−17.1%Reduced
Riverstone Advisors, LLC646$216.0K0.12%+646New
US Asset Management LLC645$216.0K0.19%−36−5.3%Reduced
Hodges Capital Management Inc.645$216.0K0.01%+645New
Ridgecrest Wealth Partners, LLC647$216.3K0.12%+647New
Kitching Partners, LLC647$216.3K0.28%+647New
Schiavi & Co LLC648$216.7K0.08%+648New
MFA Wealth Services651$217.5K0.17%+651New
Monarch Capital Management Inc650$217.6K0.06%+650New
DMKC Advisory Services, LLC652$218.0K0.20%+652New
D.B. Root & Company, LLC653$218.3K0.07%+653New
Resolute Partners Group653$218.6K0.04%+653New
B.O.S.S. Retirement Advisors, LLC654$218.6K0.06%−12,544−95.0%Reduced
Fairfield, Bush & Co.655$218.9K0.13%+655New
Van Hulzen Asset Management, LLC656$219.4K0.02%+656New
Echo45 Advisors LLC660$219.7K0.14%+660New
Aletheian Wealth Advisors LLC660$220.7K0.13%+660New
Empirical Asset Management, LLC42,048$221.9K0.07%+42,048New
Stewardship Advisors, LLC664$222.0K0.06%+664New
RiverFront Investment Group, LLC666$222.7K0.01%+666New
Leeward Financial Partners, LLC666$222.7K0.08%+666New
Panoramic Capital Partners, LLC666$222.7K0.20%+666New
Future You Wealth LLC666$222.7K0.16%+666New
Mach-1 Financial Group, Inc.666$222.7K0.40%−189−22.1%Reduced
Morris Financial Concepts, Inc.667$223.0K0.10%+667New
Consolidated Portfolio Review Corp668$223.4K0.04%+668New
GoalVest Advisory LLC669$223.7K0.06%−282−29.7%Reduced
Wealthstream Advisors, Inc.670$224.2K0.04%+670New
Harbor Advisory Corp671$224.3K0.07%+671New
RNC Capital Management LLC673$225.1K0.01%+673New
Biltmore Family Office, LLC674$225.6K0.04%−69−9.3%Reduced
Centiva Capital, LP675$225.7K0.01%−1,458−68.4%Reduced
Wall Street Access Asset Management, LLC677$226.3K0.09%+677New
Michael S. Ryan, Inc.677$226.3K0.15%+677New
Willis Johnson & Associates, Inc.678$226.6K0.02%−649−48.9%Reduced
Cherrydale Wealth Management, LLC678$226.7K0.09%+678New
Acorns Advisers, LLC680$227.0K0.00%+680New
Associated Banc-Corp681$227.7K0.01%+681New
Victrix Investment Advisors683$228.3K0.16%+683New
Taylor Financial Group, Inc.685$229.0K0.16%+685New
Total Clarity Wealth Management, Inc.686$229.3K0.07%+686New
Griffin Asset Management, Inc.686$229.4K0.03%+686New
Family Firm, Inc.686$229.5K0.05%+686New
Element Pointe Advisors, LLC687$229.7K0.05%+687New
Capital Market Strategies LLC687$229.7K0.13%+687New
Guardian Partners Inc.705$230.5K0.02%+705New
Rockbridge Investment Management, LCC690$230.7K0.03%+690New
Chiron Capital Management, LLC690$230.7K0.22%+690New
Tanager Wealth Management LLP690$231.0K0.03%+690New
RKL Wealth Management LLC693$231.7K0.02%+693New
Johnson Bixby & Associates, LLC694$232.1K0.04%+694New
Stance Capital LLC695$232.4K0.14%+695New
Verum Partners LLC695$232.4K0.07%+695New
Blue Barn Wealth, LLC696$232.7K0.12%+696New
Alterna Wealth Management, Inc697$233.0K0.20%+697New
Ullmann Financial Group, Inc.699$233.7K0.03%+699New
Blume Capital Management, Inc.700$234.0K0.05%−7−1.0%Reduced
Greatmark Investment Partners, Inc.700$234.0K0.03%+700New
Greenup Street Wealth Management LLC703$235.0K0.05%−6,521−90.3%Reduced
Athena Investment Management705$235.7K0.14%+705New
Post Resch Tallon Group Inc.714$236.0K0.23%+714New
Ethos Financial Group, LLC707$236.6K0.03%+707New
Old North State Wealth Management, LLC706$236.8K0.13%−356−33.5%Reduced
Balentine LLC710$237.4K0.01%+710New
Bearing Point Capital, LLC710$237.4K0.05%+710New
Saxon Interests, Inc.711$237.7K0.10%+711New
Altus Wealth Group LLC713$238.5K0.11%+713New