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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 1,125 | $376.2K | 0.14% | −11−1.0% | Reduced |
| First Heartland Consultants, Inc. | 1,126 | $376.5K | 0.04% | −725−39.2% | Reduced |
| Forte Asset Management LLC | 1,125 | $376.6K | 0.20% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,129 | $377.5K | 0.05% | +66+6.2% | Added |
| Pinnacle West Asset Management, Inc. | 1,130 | $378.0K | 0.27% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,134 | $379.3K | 0.10% | −1−0.1% | Reduced |
| Sigma Investment Counselors Inc | 1,135 | $379.6K | 0.02% | +4+0.4% | Added |
| Everett Harris & Co | 1,140 | $381.1K | 0.00% | +13+1.2% | Added |
| Opal Wealth Advisors, LLC | 1,141 | $381.5K | 0.11% | +166+17.0% | Added |
| MJP Associates Inc | 1,142 | $381.8K | 0.07% | +411+56.2% | Added |
| Sterling Investment Counsel, LLC | 1,142 | $381.8K | 0.25% | −2,637−69.8% | Reduced |
| Elgethun Capital Management | 1,144 | $382.3K | 0.09% | +145+14.5% | Added |
| Enterprise Financial Services Corp | 1,145 | $382.8K | 0.21% | +6+0.5% | Added |
| Jackson Square Capital, LLC | 1,148 | $383.8K | 0.09% | +334+41.0% | Added |
| Transce3nd, LLC | 1,148 | $384.0K | 0.13% | +1,148 | New |
| Astoria Portfolio Advisors LLC. | 1,187 | $384.0K | 0.14% | −77−6.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,149 | $384.2K | 0.18% | +15+1.3% | Added |
| Fiduciary Alliance LLC | 1,153 | $385.5K | 0.04% | −109−8.6% | Reduced |
| Indiana Trust & Investment Management CO | 1,158 | $387.2K | 0.13% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 1,159 | $387.5K | 0.04% | +1,159 | New |
| May Hill Capital, LLC | 1,164 | $389.2K | 0.15% | +1,164 | New |
| FSM Wealth Advisors, LLC | 1,221 | $390.8K | 0.10% | +1,221 | New |
| VanderPol Investments L.L.C. | 1,169 | $390.8K | 0.85% | +47+4.2% | Added |
| Dempze Nancy E | 1,170 | $391.2K | 0.23% | +1,170 | New |
| GFS Advisors, LLC | 1,173 | $392.0K | 0.06% | +1,173 | New |
| Werlinich Asset Management, LLC | 1,168 | $392.1K | 0.23% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,174 | $392.5K | 0.07% | −722−38.1% | Reduced |
| Huntleigh Advisors, Inc. | 1,175 | $392.8K | 0.08% | +1,175 | New |
| Sabal Trust CO | 1,176 | $393.2K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,176 | $393.2K | 0.06% | +102+9.5% | Added |
| CRA Financial Services, LLC | 1,176 | $393.3K | 0.07% | +16+1.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,180 | $394.5K | 0.16% | +251+27.0% | Added |
| Reuter James Wealth Management, LLC | 1,186 | $396.5K | 0.07% | +65+5.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,189 | $397.5K | 0.14% | −26−2.1% | Reduced |
| Pettee Investors, Inc. | 1,190 | $397.9K | 0.20% | +156+15.1% | Added |
| Sovereign Financial Group, Inc. | 1,193 | $398.7K | 0.09% | −36−2.9% | Reduced |
| Gallacher Capital Management LLC | 1,199 | $400.9K | 0.20% | −109−8.3% | Reduced |
| McLean Asset Management Corp | 1,200 | $401.1K | 0.12% | +235+24.4% | Added |
| First National Bank Sioux Falls | 1,200 | $401.2K | 0.17% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 1,201 | $401.5K | 0.39% | +1,201 | New |
| Spirepoint Private Client, LLC | 1,201 | $401.6K | 0.05% | +6+0.5% | Added |
| KWB Wealth | 1,467 | $401.6K | 0.05% | +685+87.6% | Added |
| Crewe Advisors LLC | 1,202 | $401.9K | 0.06% | −445−27.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,204 | $402.6K | 0.01% | +426+54.8% | Added |
| Trinity Financial Advisors LLC | 1,218 | $403.1K | 0.15% | +216+21.6% | Added |
| Teamwork Financial Advisors, LLC | 1,208 | $404.1K | 0.05% | −139−10.3% | Reduced |
| PSI Advisors, LLC | 1,213 | $405.2K | 0.12% | −661−35.3% | Reduced |
| Pennington Partners & Co., LLC | 1,215 | $406.8K | 0.20% | +1,215 | New |
| Broadway Wealth Solutions, Inc. | 1,217 | $407.0K | 0.31% | +1,217 | New |
| Stegent Equity Advisors, Inc. | 1,218 | $407.2K | 0.41% | +11+0.9% | Added |
| CSS LLC | 1,220 | $407.9K | 0.02% | −2,980−71.0% | Reduced |
| Rothschild Capital Partners, LLC | 1,220 | $407.9K | 0.10% | +1,220 | New |
| OneAscent Wealth Management LLC | 1,220 | $408.0K | 0.17% | +87+7.7% | Added |
| JBR Co Financial Management Inc | 1,222 | $408.6K | 0.25% | +10+0.8% | Added |
| Glassy Mountain Advisors, Inc. | 1,224 | $409.2K | 0.14% | 00.0% | Unchanged |
| Peoples Bank | 1,225 | $409.5K | 0.28% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,228 | $410.6K | 0.02% | −390−24.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,183 | $411.7K | 0.06% | −35−2.9% | Reduced |
| Scissortail Wealth Management, LLC | 1,232 | $411.9K | 0.11% | +1,220+10,166.7% | Added |
| Dynamic Wealth Strategies, LLC | 1,234 | $412.6K | 0.37% | +44+3.7% | Added |
| Destination Wealth Management | 1,237 | $413.6K | 0.01% | +351+39.6% | Added |
| Lightspeed Management Company, L.L.C. | 1,237 | $413.6K | 0.15% | +1,237 | New |
| Yoder Wealth Management, Inc. | 1,239 | $414.2K | 0.23% | +28+2.3% | Added |
| Inman Jager Wealth Management, LLC | 1,240 | $414.6K | 0.32% | +1,240 | New |
| Prosperity Financial Group, Inc. | 1,242 | $415.4K | 0.21% | +218+21.3% | Added |
| Adapt Wealth Advisors, LLC | 1,243 | $415.6K | 0.20% | −20−1.6% | Reduced |
| American State Bank (Iowa) | 1,245 | $416.2K | 0.25% | 00.0% | Unchanged |
| Exane Asset Management | 1,205 | $417.1K | 0.24% | +1,205 | New |
| Gradient Capital Advisors, LLC | 1,249 | $417.7K | 0.13% | 00.0% | Unchanged |
| Tobam | 1,249 | $418.0K | 0.13% | −376−23.1% | Reduced |
| GSG Advisors LLC | 1,253 | $418.8K | 0.13% | +53+4.4% | Added |
| Argentarii, LLC | 1,254 | $419.1K | 0.21% | +1,254 | New |
| LRI Investments, LLC | 24,480 | $420.5K | 0.04% | −488−2.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,258 | $420.6K | 0.15% | −56−4.3% | Reduced |
| Five Oceans Advisors | 1,260 | $421.3K | 0.19% | +14+1.1% | Added |
| Mindset Wealth Management, LLC | 1,261 | $421.5K | 0.15% | +12+1.0% | Added |
| Powers Advisory Group, LLC | 1,262 | $422.1K | 0.21% | −10−0.8% | Reduced |
| TFC Financial Management | 1,263 | $422.3K | 0.07% | +50+4.1% | Added |
| Sitrin Capital Management LLC | 1,266 | $423.8K | 0.21% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 1,270 | $424.6K | 0.36% | +1,270 | New |
| Opes Wealth Management LLC | 1,270 | $424.6K | 0.09% | −46−3.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,274 | $425.9K | 0.10% | +52+4.3% | Added |
| World Equity Group, Inc. | 1,274 | $425.9K | 0.09% | +1,274 | New |
| Sulzberger Capital Advisors, Inc. | 1,275 | $426.3K | 0.49% | +1,275 | New |
| Intellectus Partners, LLC | 1,281 | $428.9K | 0.09% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,283 | $428.9K | 0.09% | −155−10.8% | Reduced |
| Custom Index Systems, LLC | 1,284 | $429.3K | 0.23% | +1,284 | New |
| Fairtree Asset Management (Pty) Ltd | 1,288 | $430.6K | 0.41% | +1,288 | New |
| Fielder Capital Group LLC | 1,289 | $431.0K | 0.13% | +38+3.0% | Added |
| Resurgent Financial Advisors LLC | 1,290 | $431.3K | 0.25% | −8−0.6% | Reduced |
| Manchester Capital Management LLC | 1,290 | $431.3K | 0.05% | +150+13.2% | Added |
| Janney Capital Management LLC | 1,293 | $432.0K | 0.03% | −6−0.5% | Reduced |
| West Tower Group, LLC | 1,300 | $434.6K | 0.96% | +1,300 | New |
| Cerro Pacific Wealth Advisors LLC | 1,591 | $435.3K | 0.14% | +18+1.1% | Added |
| Tempus Wealth Planning, LLC | 1,304 | $435.8K | 0.13% | +1+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,305 | $436.3K | 0.08% | −30−2.2% | Reduced |
| Bellecapital International Ltd. | 1,313 | $439.0K | 0.08% | −46−3.4% | Reduced |
| Wealth Group, Ltd. | 1,313 | $439.0K | 0.28% | +10+0.8% | Added |
| GLOBALT Investments LLC | 1,319 | $441.0K | 0.02% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,319 | $441.0K | 0.88% | +1,319 | New |