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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7,588 | $2.54M | 0.09% | +64+0.9% | Added |
| Werba Rubin Papier Wealth Management | 7,559 | $2.53M | 0.60% | −1,922−20.3% | Reduced |
| Concord Wealth Partners | 7,528 | $2.52M | 0.41% | +423+6.0% | Added |
| Cito Capital Group, LLC | 7,500 | $2.51M | 0.92% | 00.0% | Unchanged |
| Shay Capital LLC | 7,500 | $2.51M | 0.61% | +6,120+443.5% | Added |
| Silphium Asset Management Ltd | 7,500 | $2.51M | 0.91% | +7,500 | New |
| Weaver Capital Management LLC | 7,476 | $2.50M | 0.70% | +933+14.3% | Added |
| Nilsine Partners, LLC | 7,463 | $2.50M | 0.27% | +323+4.5% | Added |
| GTS Securities LLC | 7,450 | $2.49M | 0.12% | +1,150+18.3% | Added |
| EverSource Wealth Advisors, LLC | 7,428 | $2.48M | 0.14% | +1,072+16.9% | Added |
| Kentucky Trust Co | 7,410 | $2.48M | 1.46% | +7,410 | New |
| Robertson Stephens Wealth Management, LLC | 7,398 | $2.48M | 0.09% | +211+2.9% | Added |
| Gardner Lewis Asset Management L P | 7,405 | $2.48M | 0.63% | +2,830+61.9% | Added |
| WSFS Capital Management, LLC | 7,403 | $2.47M | 0.13% | +1,030+16.2% | Added |
| Portfolio Design Labs, LLC | 7,387 | $2.47M | 0.51% | +1,069+16.9% | Added |
| KPP Advisory Services LLC | 7,375 | $2.47M | 0.58% | +36+0.5% | Added |
| Cornerstone Planning, LLC | 7,367 | $2.46M | 0.94% | +7,367 | New |
| Ingalls & Snyder LLC | 7,355 | $2.46M | 0.10% | −179−2.4% | Reduced |
| Perfromance Wealth Partners, LLC | 7,353 | $2.46M | 0.08% | +8+0.1% | Added |
| United Asset Strategies, Inc. | 7,351 | $2.46M | 0.23% | +50+0.7% | Added |
| Secure Asset Management, LLC | 7,351 | $2.46M | 0.37% | +380+5.5% | Added |
| Center for Financial Planning, Inc. | 7,350 | $2.46M | 0.33% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,344 | $2.46M | 0.20% | −5,142−41.2% | Reduced |
| Stevens Capital Management LP | 7,333 | $2.45M | 0.98% | −13,325−64.5% | Reduced |
| Hudson Canyon Capital Management | 7,325 | $2.45M | 1.60% | +7,325 | New |
| Natixis Investment Managers International | 7,299 | $2.44M | 0.19% | +2,145+41.6% | Added |
| Main Street Research LLC | 7,280 | $2.44M | 0.15% | +537+8.0% | Added |
| Waldron Private Wealth LLC | 7,257 | $2.43M | 0.10% | −515−6.6% | Reduced |
| EPG Wealth Management LLC | 7,253 | $2.43M | 0.64% | −443−5.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,253 | $2.42M | 0.05% | +2,266+45.4% | Added |
| Augustine Asset Management Inc | 7,246 | $2.42M | 0.64% | +3,406+88.7% | Added |
| Berkshire Bank | 7,235 | $2.42M | 0.56% | −162−2.2% | Reduced |
| Agate Pass Investment Management, LLC | 7,221 | $2.41M | 1.09% | +2,217+44.3% | Added |
| Concord Asset Management, LLC | 7,217 | $2.41M | 0.53% | +323+4.7% | Added |
| Shaker Investments LLC | 7,205 | $2.41M | 1.01% | +3,153+77.8% | Added |
| VeraBank, N.A. | 7,197 | $2.41M | 0.68% | −6−0.1% | Reduced |
| Bristlecone Advisors, LLC | 7,176 | $2.40M | 0.19% | −156−2.1% | Reduced |
| Intrust Bank NA | 7,174 | $2.40M | 0.24% | +85+1.2% | Added |
| Umpqua Bank | 7,403 | $2.40M | 0.83% | −305−4.0% | Reduced |
| Passumpsic Savings Bank | 7,163 | $2.39M | 1.49% | −169−2.3% | Reduced |
| Glynn Capital Management LLC | 7,143 | $2.39M | 0.56% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,134 | $2.39M | 0.23% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 7,132 | $2.38M | 1.90% | +7,132 | New |
| Atlas Brown,Inc. | 7,097 | $2.37M | 0.81% | −78−1.1% | Reduced |
| Leelyn Smith, LLC | 7,095 | $2.37M | 0.42% | +172+2.5% | Added |
| Koshinski Asset Management, Inc. | 7,090 | $2.37M | 0.20% | +222+3.2% | Added |
| Pine Valley Investments Ltd Liability Co | 7,082 | $2.37M | 0.16% | +35+0.5% | Added |
| Winton Group Ltd | 7,040 | $2.35M | 0.16% | +7,040 | New |
| Nicholas Investment Partners, LP | 7,031 | $2.35M | 0.21% | +6,288+846.3% | Added |
| Zhang Financial LLC | 7,027 | $2.35M | 0.13% | +160+2.3% | Added |
| Quantessence Capital LLC | 7,024 | $2.35M | 0.96% | +7,024 | New |
| Allen Investment Management LLC | 7,009 | $2.34M | 0.03% | −114,763−94.2% | Reduced |
| Diversify Advisory Services, LLC | 7,358 | $2.34M | 0.13% | −2,430−24.8% | Reduced |
| Doheny Asset Management | 6,993 | $2.34M | 1.74% | −5−0.1% | Reduced |
| Optimize Financial Inc | 6,988 | $2.34M | 1.75% | +6,988 | New |
| Maia Wealth LLC | 6,712 | $2.33M | 0.50% | +1,265+23.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,949 | $2.33M | 1.09% | +407+6.2% | Added |
| Bard Financial Services, Inc. | 6,935 | $2.32M | 0.28% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 6,913 | $2.31M | 2.44% | 00.0% | Unchanged |
| Proequities, Inc. | 6,933 | $2.31M | 0.13% | +301+4.5% | Added |
| Camden Capital, LLC | 6,898 | $2.31M | 0.25% | −172−2.4% | Reduced |
| Barings LLC | 6,886 | $2.30M | 0.05% | −490−6.6% | Reduced |
| Saturna Capital CORP | 6,878 | $2.30M | 0.03% | +131+1.9% | Added |
| Charter Oak Capital Management, LLC | 6,851 | $2.29M | 0.21% | −1,317−16.1% | Reduced |
| MidWestOne Financial Group, Inc. | 6,849 | $2.29M | 0.32% | −398−5.5% | Reduced |
| Udine Wealth Management, Inc. | 6,838 | $2.29M | 1.47% | +61+0.9% | Added |
| Signature Wealth Management Group | 6,837 | $2.29M | 0.92% | +77+1.1% | Added |
| Nations Financial Group Inc, | 6,810 | $2.28M | 0.17% | +106+1.6% | Added |
| Chicago Trust Co NA | 6,807 | $2.28M | 0.40% | −233−3.3% | Reduced |
| Eisler Capital Management Ltd. | 6,876 | $2.27M | 0.08% | +6,876 | New |
| Boyd Watterson Asset Management LLC | 6,781 | $2.27M | 0.63% | −204−2.9% | Reduced |
| Strengthening Families & Communities, LLC | 6,781 | $2.27M | 1.29% | +86+1.3% | Added |
| Northstar Group, Inc. | 6,774 | $2.26M | 0.38% | −20.0% | Reduced |
| BankPlus Trust Department | 6,772 | $2.26M | 0.74% | +6,772 | New |
| Banco BTG Pactual S.A. | 6,847 | $2.26M | 0.53% | +5,585+442.6% | Added |
| Broderick Brian C | 6,764 | $2.26M | 0.44% | +6,764 | New |
| First Pacific Financial | 6,749 | $2.26M | 0.53% | +77+1.2% | Added |
| Capital Investment Advisors, LLC | 6,745 | $2.26M | 0.05% | +106+1.6% | Added |
| Dover Advisors, LLC | 6,739 | $2.25M | 1.29% | +290+4.5% | Added |
| Cove Private Wealth, LLC | 6,712 | $2.24M | 1.35% | +2,487+58.9% | Added |
| TLWM | 6,689 | $2.24M | 0.44% | +272+4.2% | Added |
| Grandview Asset Management LLC | 6,682 | $2.23M | 0.82% | +498+8.1% | Added |
| Davenport & Co LLC | 6,679 | $2.23M | 0.01% | +257+4.0% | Added |
| 1776 Wealth LLC | 6,666 | $2.23M | 1.02% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 6,663 | $2.23M | 0.98% | −1,456−17.9% | Reduced |
| Ashton Thomas Securities, LLC | 6,664 | $2.23M | 0.61% | +454+7.3% | Added |
| Heritage Trust Co | 6,607 | $2.21M | 0.26% | +6,607 | New |
| Tealwood Asset Management Inc | 6,605 | $2.21M | 0.91% | −71−1.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,600 | $2.21M | 0.97% | +5,600+560.0% | Added |
| Lodestar Private Asset Management LLC | 6,589 | $2.20M | 0.28% | +5,205+376.1% | Added |
| Aspiriant, LLC | 6,585 | $2.20M | 0.08% | +261+4.1% | Added |
| Central Valley Advisors, LLC | 6,580 | $2.20M | 1.00% | +150+2.3% | Added |
| Park Place Capital Corp | 6,578 | $2.20M | 0.62% | −872−11.7% | Reduced |
| Cooper Financial Group | 6,573 | $2.20M | 0.26% | +262+4.2% | Added |
| WP Advisors, LLC | 6,569 | $2.20M | 0.73% | −87−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 6,555 | $2.19M | 0.36% | +188+3.0% | Added |
| Regatta Capital Group, LLC | 6,517 | $2.18M | 0.42% | +64+1.0% | Added |
| Deltec Asset Management LLC | 6,500 | $2.17M | 0.43% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,490 | $2.17M | 0.14% | +6,490 | New |
| Harold Davidson & Associates Inc. | 6,427 | $2.15M | 1.03% | +6,427 | New |