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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 19,760 | $6.61M | 0.11% | +752+4.0% | Added |
| Bouvel Investment Partners, LLC | 19,733 | $6.60M | 2.38% | +213+1.1% | Added |
| Petredis Investment Advisors LLC | 19,667 | $6.58M | 0.68% | −362−1.8% | Reduced |
| Meridian Wealth Advisors, LLC | 19,638 | $6.57M | 1.08% | −180−0.9% | Reduced |
| Polen Capital Management LLC | 19,582 | $6.55M | 0.02% | −16,128−45.2% | Reduced |
| Merit Financial Group, LLC | 19,581 | $6.55M | 0.12% | +7,499+62.1% | Added |
| First Horizon Advisors, Inc. | 19,451 | $6.50M | 0.18% | +621+3.3% | Added |
| Cinctive Capital Management LP | 19,421 | $6.49M | 0.35% | +11,553+146.8% | Added |
| Atika Capital Management LLC | 19,400 | $6.49M | 0.84% | +19,400 | New |
| Miracle Mile Advisors, LLC | 19,342 | $6.47M | 0.13% | +142+0.7% | Added |
| Lazard Freres Gestion S.A.S. | 19,300 | $6.45M | 0.13% | −1,800−8.5% | Reduced |
| Sawyer & Company, Inc | 19,225 | $6.43M | 2.38% | +62+0.3% | Added |
| Brown Brothers Harriman & Co | 19,128 | $6.40M | 0.04% | −774−3.9% | Reduced |
| Y.D. More Investments Ltd | 18,983 | $6.35M | 0.57% | +850+4.7% | Added |
| Jericho Financial, LLP | 18,887 | $6.31M | 4.57% | +18,887 | New |
| Summit Financial, LLC | 18,699 | $6.26M | 0.22% | −521−2.7% | Reduced |
| Cullinan Associates Inc | 18,586 | $6.21M | 0.40% | +190+1.0% | Added |
| Codex Capital Asset Management L.L.C. | 18,500 | $6.19M | 2.79% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 18,492 | $6.18M | 1.26% | +18,492 | New |
| Quantitative Investment Management, LLC | 18,456 | $6.17M | 0.46% | −24,978−57.5% | Reduced |
| Louisbourg Investments Inc. | 23,187 | $6.15M | 1.61% | −6,810−22.7% | Reduced |
| Woodmont Investment Counsel LLC | 18,362 | $6.14M | 0.45% | −178−1.0% | Reduced |
| AlTi Global, Inc. | 18,472 | $6.12M | 0.15% | −1,221−6.2% | Reduced |
| Farther Finance Advisors, LLC | 18,275 | $6.11M | 0.22% | +2,324+14.6% | Added |
| Dorsey & Whitney Trust CO LLC | 18,250 | $6.10M | 0.34% | −110−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,155 | $6.07M | 0.40% | +18,155 | New |
| Frank, Rimerman Advisors LLC | 18,077 | $6.04M | 0.44% | +1,274+7.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,052 | $6.04M | 0.23% | +867+5.0% | Added |
| Elite Wealth Management, Inc. | 18,039 | $6.03M | 1.41% | −1,329−6.9% | Reduced |
| Gifford Fong Associates | 18,009 | $6.02M | 1.48% | 00.0% | Unchanged |
| Promethos Capital, LLC | 17,990 | $6.01M | 2.12% | +630+3.6% | Added |
| Caldwell Trust Co | 17,910 | $5.99M | 0.63% | +69+0.4% | Added |
| Azzad Asset Management Inc | 17,904 | $5.99M | 1.15% | +104+0.6% | Added |
| Ostrum Asset Management | 17,867 | $5.97M | 0.52% | +3,354+23.1% | Added |
| Mirova | 17,842 | $5.97M | 1.03% | +2,758+18.3% | Added |
| Independent Financial Group, LLC | 17,826 | $5.96M | 0.20% | +654+3.8% | Added |
| Quadrant Private Wealth Management, LLC | 17,724 | $5.93M | 1.46% | +202+1.2% | Added |
| Hills Bank & Trust Co | 17,726 | $5.93M | 0.45% | −268−1.5% | Reduced |
| M. Kulyk & Associates, LLC | 17,705 | $5.92M | 1.28% | −4,420−20.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,697 | $5.92M | 0.22% | −1,826−9.4% | Reduced |
| Vestcor Inc | 17,694 | $5.92M | 0.20% | −1,242−6.6% | Reduced |
| Capital Analysts, LLC | 17,627 | $5.89M | 0.24% | +230+1.3% | Added |
| Ossiam | 17,592 | $5.88M | 0.10% | −2,509−12.5% | Reduced |
| Brady Family Wealth, LLC | 17,576 | $5.88M | 1.80% | −703−3.8% | Reduced |
| TFJ Management, LLC | 17,561 | $5.87M | 5.29% | +17,561 | New |
| Payden & Rygel | 17,500 | $5.85M | 0.50% | +12,800+272.3% | Added |
| Timber Creek Capital Management LLC | 17,500 | $5.85M | 1.69% | +17+0.1% | Added |
| Invst, LLC | 17,418 | $5.82M | 0.71% | +415+2.4% | Added |
| LM Advisors LLC | 17,378 | $5.82M | 1.04% | +2,005+13.0% | Added |
| Harbour Capital Advisors, LLC | 17,433 | $5.80M | 1.29% | −161−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,354 | $5.80M | 0.10% | +11,700+206.9% | Added |
| Conning Inc. | 17,261 | $5.77M | 0.20% | −4,469−20.6% | Reduced |
| AXS Investments LLC | 17,208 | $5.75M | 1.60% | −1,515−8.1% | Reduced |
| Oak Associates, Ltd | 17,181 | $5.74M | 0.40% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 17,179 | $5.74M | 0.19% | +1,719+11.1% | Added |
| Meeder Advisory Services, Inc. | 17,167 | $5.74M | 0.36% | +1,232+7.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,130 | $5.73M | 0.18% | +4,706+37.9% | Added |
| FourThought Financial Partners, LLC | 17,036 | $5.70M | 0.59% | −9,733−36.4% | Reduced |
| Twinbeech Capital LP | 17,020 | $5.69M | 0.10% | +17,020 | New |
| Cavalier Investments, LLC | 17,019 | $5.69M | 1.90% | +672+4.1% | Added |
| Cullen Investment Group, Ltd. | 17,018 | $5.69M | 0.84% | −280−1.6% | Reduced |
| FRG Family Wealth Advisors LLC | 17,007 | $5.69M | 1.03% | −975−5.4% | Reduced |
| Steel Peak Wealth Management LLC | 16,976 | $5.68M | 0.24% | −755−4.3% | Reduced |
| Whalerock Point Partners, LLC | 16,982 | $5.68M | 1.32% | +345+2.1% | Added |
| Garde Capital, Inc. | 16,975 | $5.67M | 0.37% | −719−4.1% | Reduced |
| Checchi Capital Advisers, LLC | 16,809 | $5.62M | 0.42% | −4,388−20.7% | Reduced |
| South State Corp. | 16,738 | $5.60M | 0.37% | −114−0.7% | Reduced |
| Parsons Capital Management Inc | 16,673 | $5.57M | 0.30% | −121−0.7% | Reduced |
| Pinnbrook Capital Management LP | 16,628 | $5.56M | 1.95% | −7,227−30.3% | Reduced |
| Ocean Capital Management, LLC | 16,499 | $5.52M | 1.20% | +3,241+24.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,477 | $5.51M | 0.25% | +769+4.9% | Added |
| Prentiss Smith & Co Inc | 16,462 | $5.50M | 3.60% | −155−0.9% | Reduced |
| RBA Wealth Management, LLC | 16,457 | $5.50M | 2.09% | +285+1.8% | Added |
| First Interstate Bank | 16,352 | $5.47M | 0.33% | −231−1.4% | Reduced |
| D L Carlson Investment Group Inc | 16,343 | $5.46M | 0.97% | −286−1.7% | Reduced |
| Condor Capital Management | 16,327 | $5.46M | 0.48% | −416−2.5% | Reduced |
| Warren Averett Asset Management, LLC | 16,314 | $5.45M | 0.08% | +6,258+62.2% | Added |
| Boston Private Wealth LLC | 16,269 | $5.44M | 0.10% | +16,269 | New |
| SBI Securities Co., Ltd. | 16,261 | $5.44M | 0.17% | +16,261 | New |
| Hudson Capital Management LLC | 16,255 | $5.43M | 1.69% | −926−5.4% | Reduced |
| Northeast Financial Consultants Inc | 16,203 | $5.42M | 0.23% | +10.0% | Added |
| Ascent Group, LLC | 16,187 | $5.41M | 0.41% | +185+1.2% | Added |
| Pegasus Asset Management, Inc. | 16,164 | $5.40M | 2.04% | +109+0.7% | Added |
| PEAK6 LLC | 16,108 | $5.39M | 0.21% | +16,108 | New |
| Chiron Investment Management, LLC | 16,104 | $5.38M | 1.79% | +16,104 | New |
| IPG Investment Advisors LLC | 16,023 | $5.36M | 1.22% | +3,157+24.5% | Added |
| Strategic Planning Group, LLC | 16,019 | $5.36M | 0.98% | +142+0.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $5.35M | 1.20% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 15,985 | $5.34M | 0.15% | −18,154−53.2% | Reduced |
| WCG Wealth Advisors LLC | 15,948 | $5.33M | 0.35% | +618+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 15,946 | $5.33M | 0.43% | −2,244−12.3% | Reduced |
| Private Wealth Partners, LLC | 15,941 | $5.33M | 0.41% | +1,223+8.3% | Added |
| Diversified Trust Co | 15,899 | $5.32M | 0.13% | +3,706+30.4% | Added |
| Linscomb & Williams, Inc. | 15,872 | $5.31M | 0.26% | +329+2.1% | Added |
| Wedmont Private Capital | 16,656 | $5.29M | 0.28% | −316−1.9% | Reduced |
| CWA Asset Management Group, LLC | 15,708 | $5.25M | 0.26% | +1,936+14.1% | Added |
| Midwest Professional Planners, LTD. | 15,702 | $5.25M | 1.57% | +491+3.2% | Added |
| Catalyst Funds Management Pty Ltd | 15,700 | $5.25M | 1.30% | +15,700 | New |
| Central Pacific Bank - Trust Division | 15,659 | $5.24M | 0.69% | +7,225+85.7% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $5.22M | 0.19% | 00.0% | Unchanged |