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 |
|---|---|---|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 11,707 | $3.91M | 1.67% | −226−1.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,696 | $3.91M | 2.38% | −917−7.3% | Reduced |
| Gs Investments, Inc. | 11,694 | $3.91M | 1.77% | −340−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 11,588 | $3.87M | 0.69% | −123−1.1% | Reduced |
| Centaurus Financial, Inc. | 11,576 | $3.87M | 0.24% | −1,382−10.7% | Reduced |
| Axxcess Wealth Management, LLC | 11,532 | $3.86M | 0.10% | −1,784−13.4% | Reduced |
| Naples Global Advisors, LLC | 11,513 | $3.85M | 0.36% | +927+8.8% | Added |
| Integrated Advisors Network LLC | 11,511 | $3.85M | 0.18% | +60+0.5% | Added |
| OMC Financial Services LTD | 11,390 | $3.81M | 1.62% | +31+0.3% | Added |
| Canandaigua National Bank & Trust Co | 11,332 | $3.79M | 0.37% | +344+3.1% | Added |
| BCJ Capital Management, LLC | 11,240 | $3.76M | 0.28% | +10,492+1,402.7% | Added |
| Cohen Investment Advisors LLC | 11,222 | $3.75M | 2.26% | +42+0.4% | Added |
| Trust Asset Management LLC | 11,221 | $3.75M | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,189 | $3.74M | 0.06% | +6,476+137.4% | Added |
| Accuvest Global Advisors | 11,071 | $3.73M | 5.22% | +11,071 | New |
| Occidental Asset Management, LLC | 11,160 | $3.73M | 0.58% | +6,638+146.8% | Added |
| IHT Wealth Management, LLC | 11,124 | $3.72M | 0.12% | −3,415−23.5% | Reduced |
| Kerrisdale Advisers, LLC | 11,106 | $3.71M | 1.25% | −4,935−30.8% | Reduced |
| Cumberland Partners Ltd | 11,100 | $3.71M | 0.26% | −3,000−21.3% | Reduced |
| Roundview Capital LLC | 11,094 | $3.71M | 0.26% | +380+3.5% | Added |
| RWM Asset Management, LLC | 11,053 | $3.70M | 0.60% | −151−1.3% | Reduced |
| Adviser Investments LLC | 11,026 | $3.69M | 0.05% | +2,324+26.7% | Added |
| Sachetta, LLC | 11,018 | $3.68M | 1.45% | +32+0.3% | Added |
| Katamaran Capital LLP | 11,009 | $3.68M | 4.93% | +11,009 | New |
| Rational Advisors LLC | 11,000 | $3.68M | 0.36% | +11,000 | New |
| Hilltop Holdings Inc. | 10,966 | $3.67M | 0.23% | +369+3.5% | Added |
| Symmetry Investments LP | 10,923 | $3.65M | 0.22% | +10,923 | New |
| Bulltick Wealth Management, LLC | 10,874 | $3.64M | 0.86% | −6,733−38.2% | Reduced |
| Enterprise Bank & Trust Co | 10,878 | $3.64M | 1.20% | −454−4.0% | Reduced |
| Cabot Wealth Management Inc | 10,873 | $3.64M | 0.46% | −108−1.0% | Reduced |
| Impact Asset Management GmbH | 10,780 | $3.60M | 1.42% | +10,780 | New |
| Entropy Technologies, LP | 10,717 | $3.58M | 0.37% | +10,717 | New |
| Vestmark Advisory Solutions, Inc. | 10,706 | $3.58M | 0.12% | +14+0.1% | Added |
| Lake Street Advisors Group, LLC | 10,690 | $3.58M | 0.16% | −335−3.0% | Reduced |
| Sumitomo Life Insurance Co | 10,654 | $3.56M | 0.07% | −226−2.1% | Reduced |
| Roberts Wealth Advisors, LLC | 11,079 | $3.56M | 1.08% | +75+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 10,546 | $3.53M | 0.07% | +53+0.5% | Added |
| Forum Financial Management, LP | 10,543 | $3.52M | 0.06% | +2,075+24.5% | Added |
| Fulton Bank, N.A. | 10,541 | $3.52M | 0.14% | +1,272+13.7% | Added |
| Garrett Investment Advisors LLC | 10,502 | $3.51M | 0.34% | −2,538−19.5% | Reduced |
| Cable Hill Partners, LLC | 10,481 | $3.51M | 0.35% | +115+1.1% | Added |
| Northcape Capital Pty Ltd | 10,491 | $3.51M | 0.56% | −3,031−22.4% | Reduced |
| Weiss Asset Management LP | 10,457 | $3.50M | 0.08% | −679−6.1% | Reduced |
| GPM Growth Investors, Inc. | 10,444 | $3.49M | 1.48% | −218−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,391 | $3.47M | 0.44% | −123−1.2% | Reduced |
| Scharf Investments, LLC | 10,362 | $3.46M | 0.10% | +599+6.1% | Added |
| Flagship Harbor Advisors, LLC | 10,362 | $3.46M | 0.18% | +807+8.4% | Added |
| 180 Wealth Advisors, LLC | 10,339 | $3.46M | 0.54% | +227+2.2% | Added |
| Birch Hill Investment Advisors LLC | 10,334 | $3.46M | 0.16% | −917−8.2% | Reduced |
| Wright Investors Service Inc | 10,329 | $3.45M | 1.12% | −1,367−11.7% | Reduced |
| Mutual Advisors, LLC | 10,750 | $3.44M | 0.10% | −606−5.3% | Reduced |
| Advisors Capital Management, LLC | 10,277 | $3.44M | 0.05% | +299+3.0% | Added |
| J.W. Cole Advisors, Inc. | 10,266 | $3.43M | 0.14% | +400+4.1% | Added |
| MV Capital Management, Inc. | 10,205 | $3.41M | 0.36% | −65−0.6% | Reduced |
| Caption Management, LLC | 10,200 | $3.41M | 0.14% | +10,200 | New |
| New Age Alpha Advisors, LLC | 10,199 | $3.41M | 0.14% | +10,164+29,040.0% | Added |
| Executive Wealth Management, LLC | 10,192 | $3.41M | 0.27% | −139−1.3% | Reduced |
| Moody National Bank Trust Division | 10,191 | $3.41M | 0.36% | −166−1.6% | Reduced |
| Bay Rivers Group | 10,147 | $3.39M | 1.64% | +2,548+33.5% | Added |
| Sculati Wealth Management, LLC | 10,143 | $3.39M | 1.34% | −75−0.7% | Reduced |
| Avestar Capital, LLC | 10,134 | $3.39M | 0.31% | +567+5.9% | Added |
| SageView Advisory Group, LLC | 10,091 | $3.37M | 0.15% | +2,905+40.4% | Added |
| Kovack Advisors, Inc. | 10,073 | $3.37M | 0.33% | +860+9.3% | Added |
| Westpac Banking Corp | 10,014 | $3.35M | 0.22% | −1,119−10.1% | Reduced |
| BigSur Wealth Management LLC | 10,000 | $3.35M | 0.96% | +50+0.5% | Added |
| Northstar Advisory Group, LLC | 10,001 | $3.34M | 1.70% | +673+7.2% | Added |
| Columbus Hill Capital Management, L.P. | 10,000 | $3.34M | 0.64% | −25,459−71.8% | Reduced |
| Pictet North America Advisors SA | 9,949 | $3.33M | 0.32% | +201+2.1% | Added |
| Moneta Group Investment Advisors LLC | 9,932 | $3.32M | 0.05% | +636+6.8% | Added |
| Venturi Wealth Management, LLC | 9,919 | $3.32M | 0.16% | +1,654+20.0% | Added |
| Clarius Group, LLC | 9,911 | $3.31M | 0.23% | +163+1.7% | Added |
| Tiemann Investment Advisors, LLC | 9,876 | $3.30M | 1.47% | +186+1.9% | Added |
| Aft, Forsyth & Company, Inc. | 9,864 | $3.30M | 1.62% | +60+0.6% | Added |
| Conscious Wealth Investments, LLC | 10,108 | $3.28M | 2.22% | +62+0.6% | Added |
| ADAPT Investment Managers SA | 9,656 | $3.27M | 1.51% | +9,656 | New |
| Nikulski Financial, Inc. | 9,745 | $3.26M | 0.96% | +81+0.8% | Added |
| IFP Advisors, Inc | 9,733 | $3.25M | 0.11% | +1,739+21.8% | Added |
| Interval Partners, LP | 9,684 | $3.24M | 0.08% | +942+10.8% | Added |
| DSG Capital Advisors, LLC | 9,682 | $3.24M | 0.59% | +9,682 | New |
| Great Lakes Retirement, Inc. | 9,675 | $3.23M | 0.42% | +149+1.6% | Added |
| Norway Savings Bank | 9,615 | $3.21M | 1.78% | +297+3.2% | Added |
| Cetera Trust Company, N.A | 9,586 | $3.20M | 2.08% | −5−0.1% | Reduced |
| HighVista Strategies LLC | 9,585 | $3.20M | 1.19% | −7,000−42.2% | Reduced |
| Altrafin AG | 9,585 | $3.20M | 1.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 9,536 | $3.19M | 0.56% | −185−1.9% | Reduced |
| Segment Wealth Management, LLC | 9,538 | $3.19M | 0.22% | 00.0% | Unchanged |
| Cache Advisors, LLC | 9,504 | $3.18M | 1.32% | +9,504 | New |
| Voya Financial Advisors, Inc. | 9,450 | $3.17M | 0.35% | +132+1.4% | Added |
| Connable Office Inc | 9,463 | $3.16M | 0.33% | −145−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,450 | $3.16M | 0.87% | +2,800+42.1% | Added |
| Boltwood Capital Management | 9,448 | $3.16M | 0.96% | −185−1.9% | Reduced |
| Welch & Forbes LLC | 9,395 | $3.14M | 0.04% | +316+3.5% | Added |
| Missouri Trust & Investment Co | 9,372 | $3.13M | 1.10% | +96+1.0% | Added |
| Valley National Advisers Inc | 9,331 | $3.12M | 0.56% | +127+1.4% | Added |
| Ameritas Investment Partners, Inc. | 9,315 | $3.11M | 0.10% | −500−5.1% | Reduced |
| Insigneo Advisory Services, LLC | 9,279 | $3.10M | 0.32% | −683−6.9% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,261 | $3.10M | 2.47% | −639−6.5% | Reduced |
| Principle Wealth Partners LLC | 9,209 | $3.08M | 0.22% | −15−0.2% | Reduced |
| Naviter Wealth, LLC | 9,189 | $3.08M | 0.37% | −339−3.6% | Reduced |
| Parametrica Management Ltd | 9,172 | $3.07M | 4.05% | +2,472+36.9% | Added |