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
- 3,109
- +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
- 1,197 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 |
|---|---|---|---|---|---|
| TigerOak Management, L.L.C. | 1,320 | $441.3K | 0.16% | +1,320 | New |
| Fedenia Advisers LLC | 1,322 | $442.0K | 0.26% | +1,322 | New |
| Patrick M Sweeney & Associates, Inc | 1,322 | $442.1K | 0.33% | −10−0.8% | Reduced |
| Evanson Asset Management, LLC | 1,327 | $443.7K | 0.03% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,332 | $445.3K | 0.66% | +1,332 | New |
| Sheets Smith Wealth Management | 1,334 | $446.0K | 0.05% | +50+3.9% | Added |
| Delap Wealth Advisory, LLC | 1,336 | $446.7K | 0.27% | +35+2.7% | Added |
| Morling Financial Advisors, LLC | 1,339 | $447.7K | 0.16% | +13+1.0% | Added |
| Busey Wealth Management | 1,340 | $448.0K | 0.01% | −238−15.1% | Reduced |
| Brown Financial Advisors | 1,341 | $448.3K | 0.18% | −398−22.9% | Reduced |
| HCR Wealth Advisors | 1,343 | $449.0K | 0.06% | −15−1.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,346 | $450.0K | 0.26% | +172+14.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,346 | $450.1K | 0.00% | +356+36.0% | Added |
| Krane Funds Advisors LLC | 1,349 | $451.0K | 0.02% | +1,349 | New |
| Whalen Wealth Management Inc. | 1,354 | $452.7K | 0.31% | +1,354 | New |
| Victory Financial Group, LLC | 1,356 | $453.4K | 0.12% | +1,356 | New |
| 4WEALTH Advisors, Inc. | 1,356 | $453.4K | 0.46% | +1,356 | New |
| Grandfield & Dodd, LLC | 1,364 | $456.2K | 0.03% | −100−6.8% | Reduced |
| Bank of Stockton | 1,369 | $457.7K | 0.14% | +156+12.9% | Added |
| Pure Financial Advisors, Inc. | 1,369 | $457.8K | 0.01% | +459+50.4% | Added |
| Community Financial Services Group, LLC | 1,375 | $459.7K | 0.09% | −9,149−86.9% | Reduced |
| Strata Wealth Advisors, LLC | 1,388 | $464.1K | 0.15% | +22+1.6% | Added |
| Chaney Capital Management, Inc. | 1,389 | $464.4K | 0.22% | −425−23.4% | Reduced |
| Cannon Wealth Management Services, LLC | 1,370 | $464.6K | 0.40% | +565+70.2% | Added |
| Sierra Summit Advisors LLC | 1,390 | $464.7K | 0.09% | 00.0% | Unchanged |
| Gries Financial LLC | 1,391 | $465.1K | 0.08% | +187+15.5% | Added |
| GM Advisory Group, Inc. | 1,393 | $465.8K | 0.03% | +590+73.5% | Added |
| Tradition Wealth Management, LLC | 1,394 | $466.0K | 0.04% | −2−0.1% | Reduced |
| Greenfield Savings Bank | 1,394 | $466.1K | 0.22% | +11+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,396 | $466.8K | 0.12% | −1,140−45.0% | Reduced |
| Round Rock Advisors, LLC | 1,398 | $467.4K | 0.10% | +276+24.6% | Added |
| Dorchester Wealth Management Co | 1,400 | $468.1K | 0.09% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,400 | $468.1K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,401 | $468.5K | 0.04% | +89+6.8% | Added |
| W.H. Cornerstone Investments Inc. | 1,406 | $470.0K | 0.31% | +393+38.8% | Added |
| KC Investment Advisors, LLC | 1,407 | $470.4K | 0.19% | −64−4.4% | Reduced |
| CVFG LLC | 1,411 | $471.9K | 0.43% | +1,411 | New |
| Parisi Gray Wealth Management | 1,415 | $473.2K | 0.15% | +146+11.5% | Added |
| Howard Financial Services, Ltd. | 1,416 | $473.4K | 0.06% | +268+23.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,420 | $474.8K | 0.10% | +924+186.3% | Added |
| Drake & Associates, LLC | 1,460 | $475.7K | 0.14% | +1,460 | New |
| Creative Financial Designs Inc | 1,429 | $477.9K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,428 | $478.0K | 0.24% | −104−6.8% | Reduced |
| Adirondack Trust Co | 1,432 | $478.7K | 0.18% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,440 | $481.4K | 0.28% | +16+1.1% | Added |
| DC Investments Management, LLC | 1,441 | $481.8K | 0.31% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,442 | $482.1K | 0.37% | −251−14.8% | Reduced |
| Beacon Capital Management, LLC | 1,443 | $482.3K | 0.06% | +1+0.1% | Added |
| Farrell Financial LLC | 1,444 | $482.8K | 0.35% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,446 | $483.4K | 0.37% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,446 | $483.6K | 0.24% | +171+13.4% | Added |
| Sandy Cove Advisors, LLC | 1,449 | $484.3K | 0.19% | +237+19.6% | Added |
| Cobblestone Capital Advisors LLC | 1,451 | $485.1K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 1,452 | $485.4K | 0.02% | +30+2.1% | Added |
| Muirfield Wealth Advisors LLC | 1,457 | $487.0K | 0.40% | +33+2.3% | Added |
| Mechanics Bank Trust Department | 1,459 | $487.8K | 0.07% | +1,459 | New |
| Moment Partners, LLC | 1,460 | $488.1K | 0.09% | +1,460 | New |
| Smith Thornton Advisors LLC | 1,462 | $488.7K | 0.31% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,465 | $489.8K | 0.09% | +1,465 | New |
| Womack Financial LLC | 1,465 | $489.8K | 0.43% | +1,465 | New |
| Tyler-Stone Wealth Management | 1,467 | $490.4K | 0.09% | −55−3.6% | Reduced |
| Alteri Wealth LLC | 1,469 | $491.1K | 0.14% | +1,469 | New |
| Hickory Asset Management, Inc. | 1,472 | $492.1K | 0.42% | +1,472 | New |
| Avenue 1 Advisors, LLC | 1,475 | $493.1K | 0.19% | +64+4.5% | Added |
| Next Capital Management LLC | 1,480 | $495.0K | 0.20% | +443+42.7% | Added |
| Gibbs Wealth Management | 1,482 | $495.5K | 0.13% | +433+41.3% | Added |
| Versant Capital Management, Inc | 1,483 | $495.8K | 0.11% | +441+42.3% | Added |
| Waddell & Associates, LLC | 1,488 | $497.3K | 0.05% | −19−1.3% | Reduced |
| Mainsail Financial Group, LLC | 1,494 | $499.5K | 0.29% | +1,494 | New |
| West Oak Capital, LLC | 1,495 | $499.8K | 0.18% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,496 | $500.2K | 0.10% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,496 | $500.2K | 0.26% | +1,257+525.9% | Added |
| Facet Wealth, Inc. | 1,537 | $500.8K | 0.01% | −1,464−48.8% | Reduced |
| PAX Financial Group, LLC | 1,499 | $501.2K | 0.09% | +1,499 | New |
| Atom Investors LP | 1,500 | $501.5K | 0.06% | −11,679−88.6% | Reduced |
| Harbor Advisors LLC | 1,500 | $501.5K | 0.08% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $501.5K | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,500 | $501.5K | 0.40% | 00.0% | Unchanged |
| Keystone Financial Group | 1,506 | $503.5K | 0.05% | +5+0.3% | Added |
| Stonebridge Financial Planning Group, LLC | 1,509 | $504.6K | 0.23% | +89+6.3% | Added |
| Integrated Investment Consultants, LLC | 1,510 | $504.8K | 0.10% | +52+3.6% | Added |
| Ssi Investment Management LLC | 1,513 | $505.8K | 0.04% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,513 | $505.9K | 0.22% | +206+15.8% | Added |
| Ignite Planners, LLC | 1,524 | $507.5K | 0.11% | +251+19.7% | Added |
| Napatree Capital LLC | 1,520 | $508.2K | 0.30% | +369+32.1% | Added |
| Capstone Wealth Management Group LLC | 1,520 | $508.2K | 0.39% | +1,520 | New |
| Beacon Financial Group | 1,520 | $508.3K | 0.05% | −131−7.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,524 | $509.5K | 0.14% | +214+16.3% | Added |
| RiverGlades Family Offices LLC | 1,525 | $509.9K | 0.36% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,530 | $512.0K | 0.08% | +1,530 | New |
| Harmony Asset Management LLC | 1,535 | $513.2K | 0.20% | +6+0.4% | Added |
| Long Run Wealth Advisors, LLC | 1,541 | $515.2K | 0.12% | −421−21.5% | Reduced |
| Simplicity Wealth,LLC | 1,542 | $515.4K | 0.11% | −1,527−49.8% | Reduced |
| JB Capital LLC | 1,543 | $515.6K | 0.03% | −173−10.1% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $515.9K | 0.16% | −420−21.4% | Reduced |
| Outlook Wealth Advisors, LLC | 1,543 | $515.9K | 0.15% | +127+9.0% | Added |
| Winslow Capital Management, LLC | 1,545 | $516.5K | 0.00% | −1,067−40.8% | Reduced |
| Kolinsky Wealth Management, LLC | 1,546 | $516.9K | 0.32% | +186+13.7% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $517.9K | 0.40% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,561 | $521.9K | 0.08% | +1,561 | New |