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 |
|---|---|---|---|---|---|
| Mainstream Capital Management LLC | 6,409 | $2.14M | 1.50% | +33+0.5% | Added |
| Trust Point Inc. | 6,382 | $2.13M | 0.15% | −336−5.0% | Reduced |
| Canopy Partners, LLC | 6,381 | $2.13M | 0.81% | +98+1.6% | Added |
| Aaron Wealth Advisors | 6,368 | $2.13M | 0.25% | +410+6.9% | Added |
| Beck Capital Management, LLC | 6,352 | $2.12M | 0.56% | +6,352 | New |
| Princeton Global Asset Management LLC | 6,349 | $2.12M | 0.40% | +6,093+2,380.1% | Added |
| AA Financial Advisors, LLC | 6,340 | $2.12M | 0.57% | +75+1.2% | Added |
| Coastline Trust Co | 6,335 | $2.12M | 0.25% | −71−1.1% | Reduced |
| Central Bank & Trust Co | 6,328 | $2.12M | 0.32% | −26−0.4% | Reduced |
| Kaizen Financial Strategies | 6,325 | $2.11M | 1.20% | −907−12.5% | Reduced |
| Steinberg Asset Management LLC | 6,320 | $2.11M | 1.56% | −139−2.2% | Reduced |
| Rossmore Private Capital | 6,320 | $2.11M | 0.26% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 6,307 | $2.11M | 1.93% | +6,307 | New |
| St. Johns Investment Management Company, LLC | 6,304 | $2.11M | 0.98% | −248−3.8% | Reduced |
| Schmidt P J Investment Management Inc | 6,293 | $2.10M | 0.36% | −643−9.3% | Reduced |
| Howard Capital Management Inc. | 6,290 | $2.10M | 0.03% | +548+9.5% | Added |
| HF Advisory Group, LLC | 6,282 | $2.10M | 0.97% | +872+16.1% | Added |
| Brendel Financial Advisors LLC | 6,234 | $2.08M | 1.26% | +6,234 | New |
| Quadcap Wealth Management, LLC | 6,231 | $2.08M | 0.31% | +187+3.1% | Added |
| Gladius Capital Management LP | 6,224 | $2.08M | 1.20% | +2,144+52.5% | Added |
| Semmax Financial Advisors Inc. | 6,301 | $2.08M | 0.55% | −624−9.0% | Reduced |
| Asset Dedication, LLC | 6,205 | $2.07M | 0.16% | −3,540−36.3% | Reduced |
| Ancora Advisors, LLC | 6,203 | $2.07M | 0.05% | +1,079+21.1% | Added |
| Lewis Asset Management, LLC | 6,200 | $2.07M | 1.58% | −443−6.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,200 | $2.07M | 0.15% | −7,103−53.4% | Reduced |
| Stablepoint Partners, LLC | 6,179 | $2.07M | 0.38% | −10−0.2% | Reduced |
| Fiduciary Group LLC | 6,137 | $2.05M | 0.21% | −657−9.7% | Reduced |
| IMA Wealth, Inc. | 6,124 | $2.05M | 0.25% | −50−0.8% | Reduced |
| CBOE Vest Financial, LLC | 6,084 | $2.03M | 0.04% | +883+17.0% | Added |
| Jacobi Capital Management LLC | 6,082 | $2.03M | 0.15% | −99−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,066 | $2.03M | 0.06% | +556+10.1% | Added |
| Sanders Morris Harris LLC | 6,061 | $2.03M | 0.30% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,049 | $2.02M | 0.71% | −51−0.8% | Reduced |
| PFG Investments, LLC | 6,029 | $2.02M | 0.13% | −589−8.9% | Reduced |
| Donoghue Forlines LLC | 6,021 | $2.01M | 0.67% | +1,567+35.2% | Added |
| Landscape Capital Management, L.L.C. | 6,019 | $2.01M | 0.21% | +6,019 | New |
| Valliance Asset Management Ltd | 6,000 | $2.01M | 3.60% | +6,000 | New |
| Teza Capital Management LLC | 5,997 | $2.00M | 0.30% | +5,997 | New |
| Ramirez Asset Management, Inc. | 5,986 | $2.00M | 0.40% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 5,981 | $2.00M | 1.17% | −103−1.7% | Reduced |
| Albion Financial Group | 5,953 | $1.99M | 0.14% | −1,866−23.9% | Reduced |
| Keel Point, LLC | 5,940 | $1.99M | 0.16% | −627−9.5% | Reduced |
| Cornerstone National Bank & Trust Co | 5,935 | $1.98M | 0.91% | +19+0.3% | Added |
| Delta Financial Advisors LLC | 5,906 | $1.97M | 0.73% | +2,035+52.6% | Added |
| Redmond Asset Management, LLC | 5,884 | $1.97M | 0.49% | −273−4.4% | Reduced |
| Legacy Advisors, LLC | 5,880 | $1.97M | 0.19% | +1,221+26.2% | Added |
| Raab & Moskowitz Asset Management LLC | 5,869 | $1.96M | 0.48% | +965+19.7% | Added |
| TRUE Private Wealth Advisors | 5,865 | $1.96M | 0.24% | +10.0% | Added |
| LMG Wealth Partners, LLC | 5,861 | $1.96M | 0.43% | +368+6.7% | Added |
| CX Institutional | 5,858 | $1.96M | 0.08% | +221+3.9% | Added |
| Maxi Investments CY Ltd | 5,856 | $1.96M | 0.38% | −34,118−85.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,850 | $1.96M | 0.59% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 5,848 | $1.96M | 1.24% | −1,421−19.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,847 | $1.95M | 0.28% | +5,847 | New |
| Rehmann Capital Advisory Group | 5,845 | $1.95M | 0.12% | +62+1.1% | Added |
| Eos Management, L.P. | 5,843 | $1.95M | 0.82% | +5,843 | New |
| Atala Financial Inc | 5,825 | $1.95M | 1.37% | +5,825 | New |
| Platform Technology Partners | 5,819 | $1.95M | 0.59% | −24−0.4% | Reduced |
| Renasant Bank | 5,812 | $1.94M | 1.26% | −874−13.1% | Reduced |
| Lindbrook Capital, LLC | 5,805 | $1.94M | 0.18% | +23+0.4% | Added |
| Scott & Selber, Inc. | 5,804 | $1.94M | 0.58% | −128−2.2% | Reduced |
| Acorn Financial Advisory Services Inc | 5,795 | $1.94M | 0.32% | −198−3.3% | Reduced |
| Convergence Financial, LLC | 5,787 | $1.93M | 0.39% | +42+0.7% | Added |
| Doliver Advisors, LP | 5,782 | $1.93M | 0.54% | −294−4.8% | Reduced |
| Everhart Financial Group, Inc. | 5,751 | $1.92M | 0.40% | +665+13.1% | Added |
| Capstone Triton Financial Group, LLC | 5,736 | $1.92M | 1.20% | +47+0.8% | Added |
| Gilbert & Cook, Inc. | 5,731 | $1.92M | 0.27% | −37−0.6% | Reduced |
| NVWM, LLC | 5,944 | $1.91M | 0.48% | +3,379+131.7% | Added |
| Leo Wealth, LLC | 5,705 | $1.91M | 0.17% | −2,768−32.7% | Reduced |
| Millington Financial Advisors, LLC | 5,618 | $1.91M | 1.11% | +789+16.3% | Added |
| Roman Butler Fullerton & Co | 5,482 | $1.90M | 0.60% | +2,409+78.4% | Added |
| HWG Holdings LP | 5,665 | $1.89M | 0.62% | +5,665 | New |
| Mainstay Capital Management LLC | 5,654 | $1.89M | 0.29% | +189+3.5% | Added |
| Clare Market Investments LLC | 5,652 | $1.89M | 0.45% | +1,426+33.7% | Added |
| Invera Wealth Advisors, LLC | 5,634 | $1.89M | 1.87% | −541−8.8% | Reduced |
| Plancorp, LLC | 5,625 | $1.88M | 0.08% | +537+10.6% | Added |
| Resources Management Corp | 5,607 | $1.88M | 0.26% | −400−6.7% | Reduced |
| Agf Management Ltd | 5,599 | $1.87M | 0.01% | +2,085+59.3% | Added |
| Claro Advisors LLC | 5,598 | $1.87M | 0.25% | +122+2.2% | Added |
| Castle Wealth Management LLC | 5,584 | $1.87M | 0.74% | −319−5.4% | Reduced |
| Arrowroot Family Office, LLC | 5,582 | $1.87M | 0.97% | +888+18.9% | Added |
| Puzo Michael J | 5,576 | $1.86M | 0.52% | +4,826+643.5% | Added |
| Morangie Management LLC | 5,534 | $1.85M | 1.51% | +5,534 | New |
| Parcion Private Wealth LLC | 5,537 | $1.85M | 0.14% | +3+0.1% | Added |
| Community Bank, N.A. | 5,529 | $1.85M | 0.24% | +135+2.5% | Added |
| Northwest Bank & Trust Co | 5,597 | $1.85M | 1.36% | +3+0.1% | Added |
| Lazari Capital Management, Inc. | 5,506 | $1.84M | 0.73% | +63+1.2% | Added |
| Aviso Financial Inc. | 5,500 | $1.84M | 0.09% | +21+0.4% | Added |
| Inspire Trust Co, N.A. | 5,500 | $1.84M | 0.47% | +2,500+83.3% | Added |
| Legal Advantage Investments, Inc. | 5,496 | $1.84M | 0.97% | −50−0.9% | Reduced |
| Myriad Asset Management US LP | 5,483 | $1.83M | 1.23% | +5,483 | New |
| Evoke Wealth, LLC | 5,469 | $1.83M | 0.05% | +617+12.7% | Added |
| Apella Capital, LLC | 5,475 | $1.83M | 0.07% | +3+0.1% | Added |
| Oxler Private Wealth LLC | 5,474 | $1.83M | 0.60% | +5+0.1% | Added |
| 1st Source Bank | 5,469 | $1.83M | 0.10% | −50−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 5,448 | $1.83M | 0.06% | +5,448 | New |
| Guerra Pan Advisors, LLC | 5,453 | $1.82M | 1.32% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,442 | $1.82M | 0.12% | +418+8.3% | Added |
| Dohj, LLC | 5,442 | $1.82M | 0.42% | +68+1.3% | Added |
| Capital Advisors Wealth Management, LLC | 5,437 | $1.82M | 0.32% | +17+0.3% | Added |