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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
Woodward Diversified Capital, LLC716$239.4K0.18%−100−12.3%Reduced
CCG Wealth Management, LLC717$239.6K0.13%+717New
MinichMacGregor Wealth Management, LLC717$239.8K0.05%+717New
Avantra Family Wealth, Inc.718$240.0K0.22%+718New
SGL Investment Advisors, Inc.738$240.7K0.12%+51+7.4%Added
Tranquilli Financial Advisor LLC720$240.7K0.15%+720New
Financial Management Network Inc723$240.8K0.05%−4−0.6%Reduced
GSB Wealth Management, LLC723$241.8K0.06%+723New
Hamilton Capital, LLC724$242.1K0.02%00.0%Unchanged
Perissos Private Wealth Management, LLC725$242.4K0.18%+725New
West Paces Advisors Inc.726$242.7K0.06%−45−5.8%Reduced
Catalyst Capital Advisors LLC726$242.7K0.01%+61+9.2%Added
Private Capital Management LLC733$245.1K0.05%−81−10.0%Reduced
Guyasuta Investment Advisors Inc736$246.1K0.02%00.0%Unchanged
TruWealth Advisors, LLC736$246.1K0.01%+3+0.4%Added
Caitong International Asset Management Co., Ltd739$247.1K0.24%+739New
Keebeck Wealth Management, LLC739$247.3K0.04%+739New
First Community Trust NA740$247.4K0.18%+12+1.6%Added
Cypress Wealth Services, LLC741$247.8K0.05%+741New
Granite Harbor Advisors, Inc.743$248.4K0.14%+2+0.3%Added
Schnieders Capital Management LLC747$249.7K0.05%00.0%Unchanged
Sittner & Nelson, LLC747$249.8K0.11%−45−5.7%Reduced
Archer Investment Corp748$249.9K0.07%+1+0.1%Added
ABLE Financial Group, LLC748$250.0K0.07%−29−3.7%Reduced
Hunter Associates Investment Management LLC747$250.0K0.04%+747New
Affiance Financial, LLC753$251.8K0.06%−87−10.4%Reduced
Pacific Sun Financial Corp753$251.8K0.14%00.0%Unchanged
One Wealth Capital Management, LLC754$252.1K0.13%+754New
Prairie Wealth Advisors, Inc.754$252.4K0.12%+754New
Consolidated Planning Corp755$252.4K0.03%+1+0.1%Added
USA Financial Portformulas Corp756$252.8K0.04%+756New
Hughes Financial Services, LLC757$253.1K0.05%+757New
Goldstone Financial Group, LLC757$253.1K0.04%+757New
Murphy & Mullick Capital Management Corp757$253.2K0.23%+757New
Morris Retirement Advisors, LLC762$254.8K0.13%−242−24.1%Reduced
Alpha Zero LLC762$254.8K0.19%+762New
SOL Capital Management CO764$255.0K0.03%00.0%Unchanged
Exchange Bank764$255.4K0.21%00.0%Unchanged
Quantum Financial Advisors, LLC765$255.8K0.04%−76−9.0%Reduced
Mitchell Sinkler & Starr765$255.8K0.07%00.0%Unchanged
Novem Group767$256.4K0.04%+767New
Wellspring Financial Advisors, LLC767$256.5K0.03%+11+1.5%Added
Riverview Trust Co769$257.1K0.23%00.0%Unchanged
Cypress Advisory Group LLC769$257.1K0.24%+769New
Campbell Wealth Management771$258.0K0.02%+771New
CFO4Life Group, LLC772$258.1K0.05%+772New
Mowery & Schoenfeld Wealth Management, LLC772$258.1K0.50%+772New
Armstrong, Fleming & Moore, Inc773$258.3K0.16%+1+0.1%Added
Ariadne Wealth Management, LP790$258.5K0.12%+790New
Tufton Capital Management775$259.1K0.05%00.0%Unchanged
Montz Harcus Wealth Management LLC776$259.5K0.15%−16−2.0%Reduced
Avory & Company, LLC776$259.6K0.15%−187−19.4%Reduced
Vista Capital Partners, Inc.781$261.1K0.03%+781New
Hexagon Capital Partners LLC782$261.4K0.05%−35−4.3%Reduced
Latitude Advisors, LLC782$261.5K0.15%+18+2.4%Added
Laffer Tengler Investments783$261.8K0.05%−1,303−62.5%Reduced
Sciencast Management LP783$261.8K0.07%+783New
Purkiss Capital Advisors LLC783$261.8K0.23%+783New
Coastal Bridge Advisors, LLC784$262.1K0.07%+1+0.1%Added
Blalock Williams, LLC785$262.4K0.31%+785New
ERn Financial, LLC785$262.5K0.04%+785New
Talisman Wealth Advisors LLC785$262.6K0.28%+26+3.4%Added
Summit Asset Management, LLC786$262.8K0.05%−20−2.5%Reduced
Capital Advisors Inc786$262.8K0.01%+786New
Capital Advisors, Ltd. LLC787$263.0K0.03%+31+4.1%Added
Somerset Group LLC787$263.1K0.24%00.0%Unchanged
Apeiron RIA LLC791$264.5K0.07%+791New
Verus Capital Partners, LLC792$264.8K0.03%−16−2.0%Reduced
LWM Advisory Services, LLC798$265.1K0.18%+798New
Wellington Shields & Co., LLC793$265.1K0.08%00.0%Unchanged
HMS Capital Management, LLC794$265.5K0.13%00.0%Unchanged
Wallace Advisory Group, LLC970$265.5K0.18%−3,556−78.6%Reduced
Rise Advisors, LLC794$265.6K0.13%−32−3.9%Reduced
Abound Wealth Management796$266.2K0.09%−8−1.0%Reduced
Full Sail Capital, LLC798$266.8K0.02%+67+9.2%Added
McDonald Partners LLC798$266.9K0.07%−114−12.5%Reduced
Cypress Capital Management LLC (WY)800$267.5K0.31%−120−13.0%Reduced
Front Row Advisors LLC800$267.5K0.09%00.0%Unchanged
Cladis Investment Advisory, LLC800$267.5K0.19%00.0%Unchanged
Smith Anglin Financial, LLC801$267.8K0.03%−9−1.1%Reduced
Sherbrooke Park Advisers LLC802$268.1K0.09%+802New
Cascade Financial Partners, LLC805$269.1K0.04%−2−0.2%Reduced
Cahill Financial Advisors Inc805$269.3K0.04%−210−20.7%Reduced
Coastal Investment Advisors, Inc.809$269.4K0.11%−54−6.3%Reduced
Maridea Wealth Management LLC808$270.1K0.09%+808New
New Covenant Trust Company, N.A.805$270.3K0.27%−11−1.3%Reduced
Hemington Wealth Management811$271.0K0.07%+46+6.0%Added
Lockerman Financial Group, Inc.811$271.1K0.46%−11−1.3%Reduced
J. L. Bainbridge & Co., Inc.812$271.4K0.03%+19+2.4%Added
Texas Capital Bank Wealth Management Services Inc813$271.8K0.03%+813New
Financial Network Wealth Management LLC816$272.0K0.10%00.0%Unchanged
Weatherly Asset Management L. P.813$272.0K0.02%+35+4.5%Added
Blueshift Asset Management, LLC818$273.5K0.10%+818New
Redhawk Wealth Advisors, Inc.818$273.6K0.04%+5+0.6%Added
Vivaldi Capital Management, LLC789$273.9K0.04%+789New
Forte Capital LLC822$274.9K0.03%−30−3.5%Reduced
AlphaStar Capital Management, LLC824$275.5K0.03%+824New
Clark Asset Management, LLC828$276.8K0.05%−120−12.7%Reduced
Blossom Wealth Management829$277.2K0.53%+6+0.7%Added
Farmers National Bank831$277.8K0.08%+831New