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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 9,167 | $3.06M | 0.18% | +199+2.2% | Added |
| Oak Harbor Wealth Partners, LLC | 9,154 | $3.06M | 0.89% | −173−1.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 9,150 | $3.06M | 0.99% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,091 | $3.04M | 0.04% | −2,519−21.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,070 | $3.03M | 0.63% | +1,861+25.8% | Added |
| Citizens & Northern Corp | 9,036 | $3.02M | 0.83% | +232+2.6% | Added |
| Herbst Group, LLC | 9,010 | $3.01M | 1.88% | −1,100−10.9% | Reduced |
| Burns J W & Co Inc | 8,995 | $3.01M | 0.38% | −145−1.6% | Reduced |
| Change Path, LLC | 8,991 | $3.01M | 0.09% | −944−9.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,911 | $2.98M | 0.23% | +8,911 | New |
| GKV Capital Management Co., Inc. | 8,910 | $2.98M | 1.21% | +8,910 | New |
| Boomfish Wealth Group, LLC | 8,891 | $2.97M | 1.80% | −421−4.5% | Reduced |
| Premier Path Wealth Partners, LLC | 8,856 | $2.96M | 0.45% | −783−8.1% | Reduced |
| Wealthcare Advisory Partners LLC | 8,810 | $2.95M | 0.08% | −579−6.2% | Reduced |
| Joseph Group Capital Management | 8,805 | $2.94M | 1.16% | −891−9.2% | Reduced |
| Graphene Investments SAS | 8,800 | $2.94M | 2.03% | −2,600−22.8% | Reduced |
| Baker Chad R | 8,790 | $2.94M | 0.58% | +8,790 | New |
| Smartleaf Asset Management LLC | 8,746 | $2.94M | 0.30% | +1,753+25.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,779 | $2.94M | 0.01% | −109,045−92.5% | Reduced |
| Triangle Securities Wealth Management | 8,772 | $2.93M | 0.75% | −175−2.0% | Reduced |
| Shorepoint Capital Partners LLC | 8,665 | $2.90M | 0.66% | +261+3.1% | Added |
| Little House Capital LLC | 8,634 | $2.89M | 0.82% | +129+1.5% | Added |
| Schechter Investment Advisors, LLC | 8,615 | $2.88M | 0.22% | −267−3.0% | Reduced |
| CFC Planning Co LLC | 8,612 | $2.88M | 3.08% | +8,612 | New |
| Bell Bank | 8,597 | $2.87M | 0.21% | −64−0.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 8,590 | $2.87M | 1.17% | +20+0.2% | Added |
| Private Trust Co NA | 8,588 | $2.87M | 0.29% | −108−1.2% | Reduced |
| WealthShield Partners, LLC | 8,562 | $2.87M | 0.41% | −642−7.0% | Reduced |
| Lecap Asset Management Ltd | 8,556 | $2.86M | 0.78% | +8,556 | New |
| Somerville Kurt F | 8,551 | $2.86M | 0.48% | +8,551 | New |
| Applied Finance Capital Management, LLC | 8,508 | $2.84M | 0.12% | −730−7.9% | Reduced |
| Kampmann Melissa S. | 8,459 | $2.83M | 2.22% | −990−10.5% | Reduced |
| Congress Park Capital LLC | 8,437 | $2.82M | 1.02% | −290−3.3% | Reduced |
| Worth Asset Management, LLC | 8,410 | $2.81M | 1.50% | +8,410 | New |
| Burney Co | 8,400 | $2.81M | 0.10% | −107−1.3% | Reduced |
| Stonegate Investment Group, LLC | 8,377 | $2.80M | 0.07% | +470+5.9% | Added |
| Graypoint LLC | 8,370 | $2.80M | 0.17% | +336+4.2% | Added |
| L.M. Kohn & Company | 8,363 | $2.80M | 0.72% | +15+0.2% | Added |
| Shepherd Financial Partners LLC | 8,330 | $2.78M | 0.33% | +280+3.5% | Added |
| Mission Creek Capital Partners, Inc. | 8,320 | $2.78M | 0.61% | −576−6.5% | Reduced |
| AMG National Trust Bank | 8,285 | $2.78M | 0.08% | −40−0.5% | Reduced |
| BTG Pactual Asset Management US LLC | 8,302 | $2.78M | 0.36% | +1,638+24.6% | Added |
| Orin Green Financial, LLC | – | $2.77M | 1.22% | – | – |
| Core Wealth Advisors, Inc. | 8,299 | $2.77M | 0.91% | −145−1.7% | Reduced |
| LifePlan Financial, LLC | 8,285 | $2.77M | 2.45% | −178−2.1% | Reduced |
| United Bank | 8,268 | $2.76M | 1.17% | +965+13.2% | Added |
| Norden Group LLC | 8,231 | $2.75M | 0.31% | +431+5.5% | Added |
| Pinnacle Holdings, LLC | 8,229 | $2.75M | 1.04% | −222−2.6% | Reduced |
| RMR Wealth Builders | 8,210 | $2.74M | 0.28% | +440+5.7% | Added |
| Nelson Capital Management, LLC | 8,182 | $2.74M | 0.45% | +143+1.8% | Added |
| Compton Wealth Advisory Group, LLC | 8,167 | $2.73M | 0.70% | +475+6.2% | Added |
| Chickasaw Capital Management LLC | 8,165 | $2.73M | 0.11% | −70−0.9% | Reduced |
| Elmwood Wealth Management, Inc. | 8,162 | $2.73M | 1.10% | +1,539+23.2% | Added |
| Verde Capital Management | 8,151 | $2.73M | 0.77% | −1,927−19.1% | Reduced |
| TrinityPoint Wealth, LLC | 8,092 | $2.71M | 0.38% | +158+2.0% | Added |
| FOCUS Wealth Advisors, LLC | 8,087 | $2.70M | 1.43% | −121−1.5% | Reduced |
| DeDora Capital, Inc. | 8,079 | $2.70M | 0.74% | +12+0.1% | Added |
| Nicolet Bankshares Inc | 8,056 | $2.69M | 0.64% | −69−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 8,052 | $2.69M | 2.05% | −50−0.6% | Reduced |
| Hel Ved Capital Management Ltd | 8,050 | $2.69M | 0.82% | +1,655+25.9% | Added |
| Archford Capital Strategies, LLC | 8,024 | $2.68M | 0.41% | +234+3.0% | Added |
| Okabena Investment Services Inc | 8,013 | $2.68M | 0.74% | +994+14.2% | Added |
| Alps Advisors Inc | 8,004 | $2.68M | 0.02% | −1,119−12.3% | Reduced |
| Signet Financial Management, LLC | 8,000 | $2.67M | 0.34% | −61−0.8% | Reduced |
| Edge Capital Group, LLC | 8,000 | $2.67M | 0.12% | −542−6.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.67M | 0.79% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,982 | $2.67M | 0.15% | −1,371−14.7% | Reduced |
| Resonant Capital Advisors, LLC | 7,959 | $2.66M | 0.19% | +758+10.5% | Added |
| Power Wealth Management LLC | 7,961 | $2.66M | 1.11% | −65−0.8% | Reduced |
| South Dakota Investment Council | 7,928 | $2.65M | 0.05% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,927 | $2.65M | 0.24% | +20.0% | Added |
| Perpetual Ltd | 7,925 | $2.65M | 0.03% | +990+14.3% | Added |
| K.J. Harrison & Partners Inc | 8,000 | $2.65M | 0.41% | +3,000+60.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,909 | $2.64M | 0.96% | +41+0.5% | Added |
| Wealthspire Advisors, LLC | 7,898 | $2.64M | 0.03% | +332+4.4% | Added |
| PFC Capital Group, Inc. | 7,870 | $2.63M | 1.27% | +50+0.6% | Added |
| Bangor Savings Bank | 7,862 | $2.63M | 0.25% | −35−0.4% | Reduced |
| Unique Wealth, LLC | 7,839 | $2.62M | 0.55% | +867+12.4% | Added |
| StoneX Group Inc. | 7,810 | $2.61M | 0.14% | +1,234+18.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,815 | $2.61M | 0.20% | −6,230−44.4% | Reduced |
| Wealth Alliance | 7,814 | $2.61M | 0.31% | +198+2.6% | Added |
| Field & Main Bank | 7,810 | $2.61M | 0.92% | +35+0.5% | Added |
| Navalign, LLC | 7,805 | $2.61M | 0.77% | −212−2.6% | Reduced |
| Quadrant Capital Group LLC | 7,785 | $2.60M | 0.18% | +167+2.2% | Added |
| Thrive Wealth Management, LLC | 7,782 | $2.60M | 0.47% | −8−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 7,780 | $2.60M | 0.21% | +449+6.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,765 | $2.60M | 0.27% | +3,164+68.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 7,764 | $2.60M | 0.06% | −143,655−94.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,741 | $2.59M | 0.38% | +837+12.1% | Added |
| Chicago Partners Investment Group LLC | 7,916 | $2.59M | 0.09% | +1,034+15.0% | Added |
| Unique Wealth Strategies, LLC | 7,738 | $2.59M | 1.14% | −278−3.5% | Reduced |
| Peterson Wealth Management | 7,725 | $2.58M | 1.54% | +362+4.9% | Added |
| Financial Gravity Companies, Inc. | 7,668 | $2.56M | 0.59% | +125+1.7% | Added |
| Beaumont Asset Management, L.L.C. | 7,626 | $2.55M | 1.48% | −181−2.3% | Reduced |
| TSFG, LLC | 7,626 | $2.55M | 0.52% | −200−2.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,611 | $2.55M | 0.47% | +597+8.5% | Added |
| Ascent Wealth Partners, LLC | 7,618 | $2.55M | 0.34% | −96−1.2% | Reduced |
| Skopos Labs, Inc. | 7,594 | $2.54M | 0.76% | +427+6.0% | Added |
| Wealth Management Partners, LLC | 7,592 | $2.54M | 1.10% | −165−2.1% | Reduced |
| Harfst & Associates, Inc. | 7,589 | $2.54M | 0.53% | +496+7.0% | Added |