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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 15,621 | $5.22M | 1.34% | +1,079+7.4% | Added |
| Bray Capital Advisors | 15,596 | $5.21M | 1.41% | −2,500−13.8% | Reduced |
| De Burlo Group Inc | 15,564 | $5.20M | 0.69% | −600−3.7% | Reduced |
| Bey-Douglas LLC | 15,522 | $5.19M | 4.47% | −67−0.4% | Reduced |
| Symphony Financial, Ltd. Co. | 15,778 | $5.18M | 0.81% | +878+5.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,424 | $5.16M | 0.53% | +15,424 | New |
| Ashton Thomas Private Wealth, LLC | 15,386 | $5.15M | 0.20% | −170−1.1% | Reduced |
| LGT Group Foundation | 15,388 | $5.14M | 0.08% | −1,086−6.6% | Reduced |
| Global Retirement Partners, LLC | 15,366 | $5.14M | 0.15% | +1,341+9.6% | Added |
| Savant Capital, LLC | 15,327 | $5.12M | 0.04% | −72−0.5% | Reduced |
| Sepio Capital, LP | 15,296 | $5.11M | 0.41% | −511−3.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,221 | $5.09M | 0.27% | −4,900−24.4% | Reduced |
| Point72 Hong Kong Ltd | 15,221 | $5.09M | 0.32% | +15,221 | New |
| Arlington Financial Advisors, LLC | 15,198 | $5.08M | 1.01% | −57−0.4% | Reduced |
| Nicollet Investment Management, Inc. | 15,173 | $5.07M | 1.74% | −70−0.5% | Reduced |
| Clarity Capital Partners LLC | 15,136 | $5.06M | 2.62% | +68+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 15,039 | $5.03M | 2.10% | −130−0.9% | Reduced |
| Progressive Investment Management Corp | 15,026 | $5.02M | 1.29% | −123−0.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,001 | $5.02M | 2.15% | −3,053−16.9% | Reduced |
| Tritonpoint Wealth, LLC | 14,930 | $5.00M | 0.45% | +392+2.7% | Added |
| Trust Co of Toledo NA | 14,942 | $5.00M | 0.65% | +370+2.5% | Added |
| Atomi Financial Group, Inc. | 14,884 | $4.98M | 0.25% | +2,885+24.0% | Added |
| Penserra Capital Management LLC | 14,849 | $4.96M | 0.09% | +6,024+68.3% | Added |
| HBW Advisory Services LLC | 14,770 | $4.94M | 0.73% | −1,402−8.7% | Reduced |
| Sagespring Wealth Partners, LLC | 14,765 | $4.94M | 0.13% | +14,765 | New |
| Fifth Third Wealth Advisors LLC | 14,721 | $4.92M | 0.27% | +731+5.2% | Added |
| Charter Trust Co | 14,666 | $4.90M | 0.32% | +627+4.5% | Added |
| Aperture Investors, LLC | 14,615 | $4.89M | 0.63% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,553 | $4.87M | 0.07% | −1,378−8.6% | Reduced |
| Stoneridge Investment Partners LLC | 14,506 | $4.85M | 1.73% | −5,428−27.2% | Reduced |
| Beech Hill Advisors, Inc. | 14,465 | $4.84M | 1.81% | −270−1.8% | Reduced |
| Cozad Asset Management Inc | 14,417 | $4.82M | 0.45% | +143+1.0% | Added |
| Modus Advisors, LLC | 14,406 | $4.82M | 1.51% | +59+0.4% | Added |
| Keeler Thomas Management LLC | 14,344 | $4.80M | 1.71% | −256−1.8% | Reduced |
| Spire Wealth Management | 14,333 | $4.79M | 0.15% | −4,280−23.0% | Reduced |
| Private Advisory Group LLC | 14,204 | $4.75M | 0.53% | +716+5.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $4.73M | 1.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,144 | $4.73M | 0.17% | −90−0.6% | Reduced |
| Western Wealth Management, LLC | 14,131 | $4.72M | 0.25% | +1,213+9.4% | Added |
| MUFG Securities Americas Inc. | 14,112 | $4.72M | 0.60% | +14,112 | New |
| Hixon Zuercher, LLC | 14,056 | $4.70M | 1.81% | −767−5.2% | Reduced |
| NBT Bank N A | 13,971 | $4.67M | 0.33% | −358−2.5% | Reduced |
| WD Rutherford LLC | 13,964 | $4.67M | 2.21% | −17−0.1% | Reduced |
| True North Advisors, LLC | 13,949 | $4.66M | 1.10% | +12,146+673.7% | Added |
| Fortis Capital Management LLC | 13,948 | $4.66M | 0.87% | +3,164+29.3% | Added |
| Sendero Wealth Management, LLC | 13,899 | $4.65M | 0.69% | −8,768−38.7% | Reduced |
| Vega Investment Solutions | 13,880 | $4.64M | 3.82% | +13,880 | New |
| Redwood Investments, LLC | 13,867 | $4.64M | 1.24% | −131−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,807 | $4.62M | 0.93% | +947+7.4% | Added |
| Richard Bernstein Advisors LLC | 13,758 | $4.60M | 0.10% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 13,752 | $4.60M | 0.74% | +184+1.4% | Added |
| M&G Plc | 13,634 | $4.55M | 0.03% | −639−4.5% | Reduced |
| Ritholtz Wealth Management | 13,616 | $4.55M | 0.13% | +639+4.9% | Added |
| XTX Topco Ltd | 13,572 | $4.54M | 0.38% | +13,572 | New |
| West Michigan Advisors, LLC | 13,552 | $4.53M | 1.37% | +30+0.2% | Added |
| Vickerman Investment Advisors, Inc. | 13,548 | $4.53M | 1.23% | −2,284−14.4% | Reduced |
| John G Ullman & Associates Inc | 13,525 | $4.52M | 0.67% | −275−2.0% | Reduced |
| KCM Investment Advisors LLC | 13,457 | $4.50M | 0.16% | −409−2.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,341 | $4.46M | 0.02% | −145,707−91.6% | Reduced |
| First Hawaiian Bank | 13,326 | $4.46M | 0.14% | +1,906+16.7% | Added |
| Aptus Capital Advisors, LLC | 13,292 | $4.45M | 0.05% | +4,375+49.1% | Added |
| Ellsworth Advisors, LLC | 13,233 | $4.42M | 1.16% | +12,437+1,562.4% | Added |
| Davidson Capital Management Inc. | 13,189 | $4.41M | 1.16% | +152+1.2% | Added |
| Harrell Investment Partners, LLC | 13,104 | $4.38M | 1.22% | +133+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 13,058 | $4.37M | 0.43% | −356−2.7% | Reduced |
| Oak Harvest Investment Services | 13,048 | $4.36M | 0.61% | +3,557+37.5% | Added |
| Courier Capital LLC | 12,995 | $4.34M | 0.30% | −275−2.1% | Reduced |
| Winch Advisory Services, LLC | 12,970 | $4.34M | 1.13% | +163+1.3% | Added |
| Highland Capital Management, LLC | 12,925 | $4.32M | 0.25% | +12,925 | New |
| Savoie Capital LLC | 12,900 | $4.31M | 0.51% | 00.0% | Unchanged |
| Icon Advisers Inc | 12,900 | $4.31M | 0.97% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,730 | $4.26M | 0.20% | −1,577−11.0% | Reduced |
| Stelac Advisory Services LLC | 12,690 | $4.24M | 1.65% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12,635 | $4.22M | 0.66% | −40.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 12,618 | $4.22M | 0.80% | −1,075−7.9% | Reduced |
| Otter Creek Advisors, LLC | 12,525 | $4.19M | 2.88% | +12,525 | New |
| Qtron Investments LLC | 12,504 | $4.18M | 0.59% | −604−4.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 12,498 | $4.18M | 0.74% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 12,492 | $4.18M | 0.18% | −797−6.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,463 | $4.17M | 1.41% | −341−2.7% | Reduced |
| GAMMA Investing LLC | 12,441 | $4.16M | 0.35% | +2,113+20.5% | Added |
| Independence Bank of Kentucky | 12,439 | $4.16M | 0.64% | −314−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 12,388 | $4.14M | 0.52% | +967+8.5% | Added |
| Kelly Lawrence W & Associates Inc | 12,234 | $4.09M | 0.95% | +90+0.7% | Added |
| Ashburton (Jersey) Ltd | 12,214 | $4.08M | 1.80% | +12,214 | New |
| Rockline Wealth Management, LLC | 12,212 | $4.08M | 1.09% | +303+2.5% | Added |
| Transatlantique Private Wealth LLC | 12,205 | $4.08M | 1.55% | −712−5.5% | Reduced |
| RFG Advisory, LLC | 12,151 | $4.06M | 0.11% | +1,405+13.1% | Added |
| Green Harvest Asset Management LLC | 12,136 | $4.06M | 0.08% | −78−0.6% | Reduced |
| Hancock Whitney Corp | 12,067 | $4.03M | 0.13% | +1,260+11.7% | Added |
| Finer Wealth Management, Inc. | 12,067 | $4.03M | 2.31% | +15+0.1% | Added |
| Silvercrest Asset Management Group LLC | 12,025 | $4.02M | 0.03% | +10,269+584.8% | Added |
| Harbor Investment Advisory, LLC | 28,649 | $4.01M | 0.38% | −359−1.2% | Reduced |
| Gunderson Capital Management Inc. | 11,992 | $4.01M | 1.97% | +11,992 | New |
| New Hampshire Trust | 11,965 | $4.00M | 0.84% | +179+1.5% | Added |
| Fidelis Capital Partners, LLC | 11,759 | $3.99M | 0.40% | +1,437+13.9% | Added |
| SeaCrest Wealth Management, LLC | 11,918 | $3.98M | 0.42% | +280+2.4% | Added |
| Pitcairn Co | 11,905 | $3.98M | 0.24% | +197+1.7% | Added |
| OV Management LLC | 11,822 | $3.95M | 1.84% | +665+6.0% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 11,750 | $3.93M | 2.41% | +11,750 | New |