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 |
|---|---|---|---|---|---|
| Mirabaud & Cie SA | 985 | $329.3K | 0.11% | −8,290−89.4% | Reduced |
| Arvest Investments, Inc. | 987 | $330.1K | 0.05% | +24+2.5% | Added |
| Oak Family Advisors, LLC | 988 | $330.3K | 0.13% | +988 | New |
| Onyx Bridge Wealth Group LLC | 989 | $330.8K | 0.05% | −10−1.0% | Reduced |
| Counterweight Ventures, LLC | 993 | $332.0K | 0.23% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 995 | $332.7K | 0.09% | +71+7.7% | Added |
| Cura Wealth Advisors, LLC | 998 | $333.7K | 0.15% | +998 | New |
| Mosley Wealth Management | 944 | $334.2K | 0.21% | +67+7.6% | Added |
| MIG Capital, LLC | 1,000 | $334.3K | 0.03% | −65,802−98.5% | Reduced |
| Highview Capital Management LLC | 1,000 | $334.3K | 0.13% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,001 | $334.7K | 0.12% | −864−46.3% | Reduced |
| Cornerstone Advisory, LLC | 1,028 | $335.5K | 0.04% | +251+32.3% | Added |
| Signal Advisors Wealth, LLC | 1,002 | $335.6K | 0.04% | −150−13.0% | Reduced |
| Archetype Wealth Partners | 1,005 | $336.0K | 0.05% | −36−3.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,006 | $336.3K | 0.08% | +79+8.5% | Added |
| MRP Capital Investments, LLC | 1,006 | $336.3K | 0.31% | −504−33.4% | Reduced |
| Monticello Wealth Management, LLC | 1,011 | $338.1K | 0.03% | +1,011 | New |
| Clifford Swan Investment Counsel LLC | 1,013 | $338.7K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,015 | $339.3K | 0.14% | −165−14.0% | Reduced |
| Wintrust Investments LLC | 1,018 | $340.0K | 0.30% | −111−9.8% | Reduced |
| Frisch Financial Group, Inc. | 1,018 | $340.0K | 0.10% | +1+0.1% | Added |
| Capital Asset Advisory Services LLC | 1,023 | $340.6K | 0.02% | +70+7.3% | Added |
| Thompson Investment Management, Inc. | 1,020 | $341.0K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,020 | $341.0K | 0.16% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,022 | $342.1K | 0.22% | +1+0.1% | Added |
| Oarsman Capital, Inc. | 1,026 | $343.1K | 0.06% | −56−5.2% | Reduced |
| Wambolt & Associates, LLC | 1,027 | $343.4K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,028 | $343.6K | 0.30% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 1,028 | $343.6K | 0.11% | +1,028 | New |
| McAlister, Sweet & Associates, Inc. | 1,030 | $344.4K | 0.49% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,032 | $345.0K | 0.24% | −15−1.4% | Reduced |
| Wulff, Hansen & Co. | 1,035 | $346.0K | 0.33% | +35+3.5% | Added |
| Rakuten Securities, Inc. | 1,036 | $346.4K | 0.14% | +240+30.2% | Added |
| ZWJ Investment Counsel Inc | 1,036 | $346.5K | 0.01% | +72+7.5% | Added |
| M1 Capital Management LLC | 1,037 | $346.7K | 0.19% | +1,037 | New |
| Howe & Rusling Inc | 1,037 | $346.7K | 0.03% | +2+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,038 | $347.0K | 0.19% | +125+13.7% | Added |
| Insight Advisors, LLC | 1,035 | $347.6K | 0.06% | +12+1.2% | Added |
| Kavar Capital Partners Group, LLC | 1,040 | $347.7K | 0.06% | −100−8.8% | Reduced |
| Abacus Planning Group, Inc. | 1,048 | $350.4K | 0.06% | +4+0.4% | Added |
| Crescent Grove Advisors, LLC | 1,050 | $351.5K | 0.03% | +203+24.0% | Added |
| Red Wave Investments LLC | 1,053 | $352.0K | 0.12% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,055 | $352.6K | 0.11% | +15+1.4% | Added |
| Lifeworks Advisors, LLC | 1,055 | $352.7K | 0.06% | +223+26.8% | Added |
| Diversified Enterprises, LLC | 1,056 | $353.1K | 0.03% | +127+13.7% | Added |
| Sentinus, LLC | 1,056 | $353.1K | 0.10% | +71+7.2% | Added |
| Collective Family Office LLC | 1,058 | $353.7K | 0.10% | −19−1.8% | Reduced |
| Foster Group, Inc. | 1,058 | $353.7K | 0.01% | +30+2.9% | Added |
| Northeast Investment Management | 1,059 | $354.1K | 0.02% | −35−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 1,060 | $354.4K | 0.01% | −50−4.5% | Reduced |
| Delta Financial Group, Inc. | 1,062 | $355.0K | 0.08% | −71−6.3% | Reduced |
| Genesis Private Wealth, LLC | 1,062 | $355.1K | 0.20% | +1,062 | New |
| Kathmere Capital Management, LLC | 1,064 | $355.7K | 0.03% | +76+7.7% | Added |
| First American Trust, FSB | 1,065 | $356.0K | 0.04% | −42−3.8% | Reduced |
| DLK Investment Management, LLC | 1,065 | $356.1K | 0.15% | +63+6.3% | Added |
| BluePointe Capital Management, LLC | 1,066 | $356.8K | 0.20% | +171+19.1% | Added |
| Sonata Capital Group Inc | 1,067 | $357.0K | 0.15% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,068 | $357.1K | 0.19% | +212+24.8% | Added |
| LexAurum Advisors, LLC | 1,068 | $357.1K | 0.07% | +270+33.8% | Added |
| Capital Planning Advisors, LLC | 1,070 | $357.7K | 0.06% | +25+2.4% | Added |
| Marion Wealth Management | 1,070 | $357.8K | 0.09% | +165+18.2% | Added |
| Mendel Money Management | 1,073 | $358.7K | 0.16% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,075 | $359.0K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,074 | $359.0K | 0.07% | +1,074 | New |
| Synergy Financial Management, LLC | 1,178 | $360.9K | 0.03% | +1,178 | New |
| Lifestyle Asset Management, Inc. | 1,081 | $361.4K | 0.20% | −4−0.4% | Reduced |
| Jump Financial, LLC | 1,081 | $361.4K | 0.01% | +1,081 | New |
| Helium Advisors LLC | 1,082 | $361.7K | 0.29% | +1,082 | New |
| Ameriflex Group, Inc. | 1,059 | $361.7K | 0.17% | +1,059 | New |
| Forza Wealth Management, LLC | 1,082 | $361.7K | 0.16% | +94+9.5% | Added |
| Nadler Financial Group, Inc. | 1,082 | $361.7K | 0.04% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,062 | $362.7K | 0.16% | +3+0.3% | Added |
| Regal Investment Advisors LLC | 1,086 | $363.2K | 0.03% | −108−9.0% | Reduced |
| Colonial Trust Co | 1,087 | $363.3K | 0.05% | +21+2.0% | Added |
| Clear Creek Financial Management, LLC | 1,087 | $363.5K | 0.04% | +1,087 | New |
| Mengis Capital Management, Inc. | 1,090 | $364.4K | 0.07% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,091 | $364.8K | 0.01% | −18−1.6% | Reduced |
| Shoker Investment Counsel, Inc. | 1,091 | $364.8K | 0.12% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,096 | $366.5K | 0.15% | +56+5.4% | Added |
| GWN Securities Inc. | 1,100 | $367.4K | 0.10% | +1,100 | New |
| Bramshill Investments, LLC | 1,100 | $367.8K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,101 | $368.1K | 0.22% | −160−12.7% | Reduced |
| Financial Partners Group, Inc | 1,102 | $368.3K | 0.05% | −316−22.3% | Reduced |
| EdgeRock Capital LLC | 1,102 | $368.5K | 0.24% | +156+16.5% | Added |
| FDx Advisors, Inc. | 1,105 | $369.0K | 0.11% | −161−12.7% | Reduced |
| USAdvisors Wealth Management, LLC | 1,105 | $369.0K | 0.12% | +1,105 | New |
| WMG Financial Advisors, LLC | 1,106 | $369.8K | 0.16% | +26+2.4% | Added |
| TCFG Wealth Management, LLC | 1,107 | $370.2K | 0.19% | −9−0.8% | Reduced |
| Variant Private Wealth, LLC | 1,110 | $371.2K | 0.35% | +1,110 | New |
| NFP Retirement, Inc. | 1,111 | $371.3K | 0.03% | +68+6.5% | Added |
| Aries Wealth Management | 1,113 | $372.1K | 0.10% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,114 | $372.3K | 0.19% | +2+0.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1,114 | $372.5K | 0.20% | −230−17.1% | Reduced |
| Abel Hall, LLC | 1,114 | $372.6K | 0.24% | +77+7.4% | Added |
| JGP Wealth Management, LLC | 1,116 | $373.1K | 0.05% | +122+12.3% | Added |
| BXM Wealth LLC | 1,119 | $374.1K | 0.52% | +1,119 | New |
| Benchmark Investment Advisors LLC | 1,120 | $374.5K | 0.24% | −10−0.9% | Reduced |
| Allen Capital Group, LLC | 1,120 | $374.6K | 0.05% | +98+9.6% | Added |
| Oregon Pacific Wealth Management, LLC | 1,121 | $374.8K | 0.37% | +1,121 | New |
| Peddock Capital Advisors, LLC | 1,124 | $375.8K | 0.09% | 00.0% | Unchanged |