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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| My Personal CFO, LLC | 833 | $278.4K | 0.14% | +1+0.1% | Added |
| Stiles Financial Services Inc | 833 | $278.6K | 0.10% | −119−12.5% | Reduced |
| Meridian Wealth Partners, LLC | 834 | $278.9K | 0.04% | +42+5.3% | Added |
| Auxano Advisors, LLC | 835 | $279.2K | 0.07% | +835 | New |
| SkyOak Wealth, LLC | 836 | $279.5K | 0.06% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 836 | $279.5K | 0.20% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 837 | $279.8K | 0.16% | −27−3.1% | Reduced |
| Algert Global LLC | 837 | $279.8K | 0.01% | +837 | New |
| Israel Discount Bank of New York | 837 | $279.8K | 0.20% | −46−5.2% | Reduced |
| Omnia Family Wealth, LLC | 836 | $279.9K | 0.12% | +28+3.5% | Added |
| Carrera Capital Advisors | 837 | $280.2K | 0.07% | +74+9.7% | Added |
| Brueske Advisory Services, LLC | 839 | $280.5K | 0.25% | +839 | New |
| Well Done, LLC | 1,029 | $281.4K | 0.05% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 842 | $281.6K | 0.03% | −99−10.5% | Reduced |
| Warther Private Wealth, LLC | 843 | $281.8K | 0.10% | −74−8.1% | Reduced |
| Washington Trust Advisors, Inc. | 844 | $282.1K | 0.02% | −88−9.4% | Reduced |
| Cercano Management LLC | 844 | $282.2K | 0.01% | +844 | New |
| Heritage Wealth Advisors | 845 | $282.5K | 0.01% | −229−21.3% | Reduced |
| Gray Wealth Management Inc. | 847 | $283.2K | 0.11% | +7+0.8% | Added |
| Challenger Wealth Management | 848 | $283.5K | 0.24% | +848 | New |
| Intellus Advisors LLC | 850 | $284.2K | 0.05% | +850 | New |
| Total Wealth Planning & Management, Inc. | 850 | $284.2K | 0.28% | +850 | New |
| Breakwater Capital Group | 852 | $284.8K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 852 | $284.9K | 0.02% | +45+5.6% | Added |
| DGS Capital Management, LLC | 852 | $284.9K | 0.07% | +852 | New |
| CenterStar Asset Management, LLC | 854 | $285.4K | 0.63% | −54−5.9% | Reduced |
| Arcadia Investment Management Corp | 855 | $285.9K | 0.05% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 856 | $286.2K | 0.13% | +856 | New |
| Canvas Wealth Advisors, LLC | 859 | $287.2K | 0.07% | +21+2.5% | Added |
| Puff Wealth Management, LLC | 864 | $288.9K | 0.50% | +864 | New |
| Account Management LLC | 865 | $289.2K | 0.34% | 00.0% | Unchanged |
| Somerset Trust Co | 866 | $289.5K | 0.11% | +866 | New |
| Tower Wealth Partners, Inc. | 867 | $289.9K | 0.15% | −13−1.5% | Reduced |
| Clark Financial Services Group Inc | 869 | $290.0K | 0.22% | −8−0.9% | Reduced |
| River & Mercantile Asset Management LLP | 867 | $290.0K | 0.06% | −2,163−71.4% | Reduced |
| Old Port Advisors | 868 | $290.2K | 0.08% | +85+10.9% | Added |
| Hobbs Wealth Management, LLC | 871 | $291.2K | 0.33% | +871 | New |
| Granite Group Advisors, LLC | 872 | $291.5K | 0.19% | −11−1.2% | Reduced |
| Security National Bank of So Dak | 873 | $291.9K | 0.16% | 00.0% | Unchanged |
| Wealth Architects, LLC | 873 | $291.9K | 0.03% | −351−28.7% | Reduced |
| Money Concepts Capital Corp | 875 | $292.7K | 0.02% | +127+17.0% | Added |
| Journey Advisory Group, LLC | 1,140 | $293.1K | 0.04% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 877 | $293.3K | 0.10% | +877 | New |
| BlueStem Wealth Partners, LLC | 879 | $293.7K | 0.04% | +879 | New |
| Smith Group Asset Management, LLC | 880 | $294.2K | 0.02% | +880 | New |
| Burkett Financial Services, LLC | 883 | $295.1K | 0.12% | −96−9.8% | Reduced |
| Whelan Financial | 883 | $295.2K | 0.12% | +883 | New |
| Rossby Financial, LCC | 883 | $295.2K | 0.19% | +883 | New |
| RPS Advisory Solutions LLC | 888 | $296.9K | 0.18% | −15−1.7% | Reduced |
| Dunhill Financial, LLC | 888 | $297.0K | 0.14% | +498+127.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 891 | $297.9K | 0.05% | 00.0% | Unchanged |
| Holistic Planning, LLC | 894 | $298.9K | 0.11% | +6+0.7% | Added |
| Apriem Advisors | 894 | $298.9K | 0.03% | +894 | New |
| South Plains Financial, Inc. | 896 | $299.5K | 0.23% | +896 | New |
| Warren Street Wealth Advisors, LLC | 896 | $299.6K | 0.12% | +34+3.9% | Added |
| Elk River Wealth Management, LLC | 897 | $300.3K | 0.05% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 898 | $300.4K | 0.08% | −38−4.1% | Reduced |
| Coordinated Financial Services, Inc. | 900 | $301.0K | 0.23% | +900 | New |
| Wellington Wealth Strategies, LLC. | 915 | $301.9K | 0.28% | −1,407−60.6% | Reduced |
| Postrock Partners LLC | 904 | $302.2K | 0.15% | +904 | New |
| First Financial Group Corp | 905 | $302.6K | 0.33% | +905 | New |
| Gill Capital Partners, LLC | 906 | $302.9K | 0.11% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 911 | $304.6K | 0.18% | −232−20.3% | Reduced |
| Berkshire Money Management, Inc. | 912 | $304.9K | 0.03% | +912 | New |
| Hoxton Planning & Management, LLC | 916 | $306.2K | 0.12% | +105+12.9% | Added |
| Gateway Wealth Partners, LLC | 916 | $306.3K | 0.08% | +916 | New |
| LifeWealth Investments, LLC | 917 | $306.6K | 0.20% | +917 | New |
| McAdam, LLC | 921 | $307.8K | 0.02% | +137+17.5% | Added |
| Acorn Creek Capital LLC | 923 | $308.6K | 0.16% | +38+4.3% | Added |
| May Barnhard Investments LLC | 928 | $310.3K | 0.15% | 00.0% | Unchanged |
| KDT Advisors, LLC | 929 | $310.6K | 0.46% | +929 | New |
| Wealth Effects LLC | 930 | $310.9K | 0.11% | +65+7.5% | Added |
| Bremer Bank National Association | 931 | $311.3K | 0.06% | −190−16.9% | Reduced |
| Yoffe Investment Management, LLC | 937 | $313.1K | 0.47% | +937 | New |
| Momentous Wealth Management, Inc. | 937 | $313.3K | 0.26% | +937 | New |
| Lattice Capital Management, LLC | 938 | $313.6K | 0.26% | 00.0% | Unchanged |
| Kennedy Investment Group | 941 | $314.5K | 0.14% | −90−8.7% | Reduced |
| Curated Wealth Partners LLC | 941 | $314.6K | 0.04% | +2+0.2% | Added |
| Advyzon Investment Management, LLC | 941 | $314.6K | 0.12% | +941 | New |
| Garner Asset Management Corp | 944 | $316.0K | 0.15% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 949 | $317.3K | 0.23% | +949 | New |
| Mirabella Financial Services LLP | 950 | $317.6K | 0.03% | −6,734−87.6% | Reduced |
| Sone Capital Management, LLC | 951 | $317.9K | 0.04% | +951 | New |
| Covestor Ltd | 952 | $318.0K | 0.20% | −94−9.0% | Reduced |
| Intrepid Financial Planning Group LLC | 953 | $318.6K | 0.13% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 958 | $320.3K | 0.25% | +41+4.5% | Added |
| Stenger Family Office, LLC | 962 | $321.6K | 0.11% | +962 | New |
| Oak Hill Wealth Advisors, LLC | 962 | $321.7K | 0.08% | +962 | New |
| Horizon Bancorp Inc | 963 | $322.0K | 0.15% | +28+3.0% | Added |
| Rooted Wealth Advisors, Inc. | 992 | $322.0K | 0.13% | +256+34.8% | Added |
| Center For Asset Management LLC | 964 | $322.3K | 0.21% | +964 | New |
| Aspen Grove Capital, LLC | 969 | $324.4K | 0.07% | −145−13.0% | Reduced |
| Aurora Private Wealth, Inc. | 971 | $325.0K | 0.24% | −59−5.7% | Reduced |
| Aire Advisors, LLC | 975 | $325.9K | 0.07% | +57+6.2% | Added |
| Advanced Asset Management Advisors Inc | 975 | $326.0K | 0.09% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 976 | $326.0K | 0.09% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 976 | $326.4K | 0.53% | +976 | New |
| Clifford Group, LLC | 977 | $326.6K | 0.25% | 00.0% | Unchanged |
| Epiq Partners, LLC | 979 | $327.3K | 0.18% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 985 | $329.2K | 0.11% | +17+1.8% | Added |