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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 5,425 | $1.81M | 0.32% | +5,425 | New |
| 111 Capital | 5,409 | $1.81M | 0.38% | +5,409 | New |
| KRS Capital Management, LLC | 5,361 | $1.79M | 1.27% | −59−1.1% | Reduced |
| Coastwise Capital Group, LLC | 5,347 | $1.79M | 1.43% | −401−7.0% | Reduced |
| Keudell/Morrison Wealth Management | 5,342 | $1.79M | 0.47% | −16−0.3% | Reduced |
| Choate Investment Advisors | 5,342 | $1.79M | 0.04% | +1,193+28.8% | Added |
| Brown, Lisle/Cummings, Inc. | 5,328 | $1.78M | 0.53% | +174+3.4% | Added |
| Bowman & Co S.C. | 5,316 | $1.78M | 0.92% | +219+4.3% | Added |
| Prosperity Consulting Group, LLC | 5,304 | $1.77M | 0.13% | +324+6.5% | Added |
| InTrack Investment Management Inc | 5,459 | $1.77M | 1.23% | −269−4.7% | Reduced |
| Fred Alger Management, LLC | 5,270 | $1.76M | 0.01% | −379−6.7% | Reduced |
| St. Clair Advisors, LLC | 5,274 | $1.76M | 0.51% | +80+1.5% | Added |
| Paragon Private Wealth Management, LLC | 5,262 | $1.76M | 0.81% | +397+8.2% | Added |
| Financial Engines Advisors L.L.C. | 5,256 | $1.76M | 0.00% | +3,351+175.9% | Added |
| Geneva Capital Management LLC | 5,255 | $1.76M | 0.03% | −373−6.6% | Reduced |
| Generation Capital Management LLC | 5,238 | $1.75M | 1.50% | +5,238 | New |
| Thor Investment Management Inc | 5,233 | $1.75M | 1.35% | +41+0.8% | Added |
| Catalyst Financial Partners LLC | 5,219 | $1.74M | 0.33% | +210+4.2% | Added |
| Birchbrook, Inc. | 5,217 | $1.74M | 0.99% | −110−2.1% | Reduced |
| Stonebrook Private Inc. | 5,209 | $1.74M | 0.46% | −436−7.7% | Reduced |
| Sapient Capital LLC | 5,181 | $1.73M | 0.03% | −61−1.2% | Reduced |
| David Loasby | 5,452 | $1.73M | 0.16% | +426+8.5% | Added |
| Legacy Capital Wealth Management, LLC | 5,178 | $1.73M | 1.72% | +5,178 | New |
| Palacios Wealth Management, LLC | 5,346 | $1.73M | 1.87% | +5,346 | New |
| NorthStar Asset Management LLC | 5,176 | $1.73M | 1.10% | +411+8.6% | Added |
| Arete Wealth Advisors, LLC | 5,297 | $1.73M | 0.12% | +1,063+25.1% | Added |
| Connective Portfolio Management, LLC | 5,170 | $1.73M | 2.57% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,167 | $1.73M | 0.09% | −398−7.2% | Reduced |
| ProVise Management Group, LLC | 5,165 | $1.73M | 0.15% | −313−5.7% | Reduced |
| Glen Eagle Advisors, LLC | 5,159 | $1.72M | 0.29% | +476+10.2% | Added |
| Cunning Capital Partners, LP | 5,150 | $1.72M | 1.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,265 | $1.72M | 0.41% | +2,807+114.2% | Added |
| Ballast, Inc. | 5,132 | $1.72M | 0.49% | −234−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 5,123 | $1.71M | 0.11% | +4,149+426.0% | Added |
| Granite Investment Partners, LLC | 5,122 | $1.71M | 0.07% | +70+1.4% | Added |
| Pictet Bank & Trust Ltd | 5,112 | $1.71M | 1.71% | +240+4.9% | Added |
| Viawealth, LLC | 5,111 | $1.71M | 1.03% | +405+8.6% | Added |
| Ironwood Investment Management LLC | 5,109 | $1.71M | 0.85% | −10−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 5,091 | $1.70M | 0.23% | −1,172−18.7% | Reduced |
| Icapital Wealth LLC | 5,070 | $1.70M | 0.97% | +272+5.7% | Added |
| WBI Investments | 5,069 | $1.69M | 0.42% | +1,791+54.6% | Added |
| Alta Wealth Advisors LLC | 5,061 | $1.69M | 0.74% | +5+0.1% | Added |
| Chemistry Wealth Management LLC | 5,055 | $1.69M | 0.40% | +103+2.1% | Added |
| Etesian Wealth Advisors, Inc. | 5,055 | $1.69M | 0.75% | −242−4.6% | Reduced |
| Polymer Capital Management (HK) LTD | 5,050 | $1.69M | 0.30% | +5,050 | New |
| GPS Wealth Strategies Group, LLC | 5,038 | $1.68M | 0.22% | −1,011−16.7% | Reduced |
| Cypress Capital Group | 5,016 | $1.68M | 0.21% | −1,807−26.5% | Reduced |
| Ayrshire Capital Management LLC | 5,014 | $1.68M | 0.82% | +59+1.2% | Added |
| Moody Lynn & Lieberson, LLC | 5,006 | $1.67M | 0.10% | 00.0% | Unchanged |
| Belmont Capital, LLC | 5,000 | $1.67M | 0.27% | −1,570−23.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,993 | $1.67M | 1.07% | +710+16.6% | Added |
| Syon Capital LLC | 4,968 | $1.66M | 0.15% | −257−4.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,966 | $1.66M | 0.31% | +425+9.4% | Added |
| BOK Financial Private Wealth, Inc. | 4,921 | $1.65M | 0.12% | −527−9.7% | Reduced |
| Legacy Private Trust Co. | 4,913 | $1.64M | 0.11% | −472−8.8% | Reduced |
| Lebenthal Global Advisors, LLC | 4,901 | $1.64M | 0.30% | +403+9.0% | Added |
| Sym Financial Corp | 4,881 | $1.63M | 0.21% | +3,550+266.7% | Added |
| First County Bank | 4,867 | $1.63M | 0.91% | −1,159−19.2% | Reduced |
| Fiduciary Financial Group, LLC | 5,116 | $1.63M | 0.36% | +492+10.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,862 | $1.63M | 0.54% | −145−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 4,849 | $1.62M | 0.08% | −310−6.0% | Reduced |
| Navellier & Associates Inc | 4,848 | $1.62M | 0.19% | +18+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,846 | $1.62M | 0.40% | −449−8.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,825 | $1.61M | 0.05% | +217+4.7% | Added |
| bLong Financial, LLC | 4,824 | $1.61M | 1.33% | +4,824 | New |
| Orion Capital Management LLC | 4,813 | $1.61M | 0.71% | −81−1.7% | Reduced |
| HBK Sorce Advisory LLC | 4,812 | $1.61M | 0.05% | +65+1.4% | Added |
| Dearborn Partners LLC | 4,803 | $1.61M | 0.07% | −50−1.0% | Reduced |
| GAM Holding AG | 4,802 | $1.61M | 0.12% | +4,802 | New |
| Options Solutions, LLC | 4,800 | $1.60M | 0.72% | −301−5.9% | Reduced |
| Savvy Advisors, Inc. | 4,797 | $1.60M | 0.19% | +1,614+50.7% | Added |
| Westside Investment Management, Inc. | 4,797 | $1.60M | 0.34% | +5+0.1% | Added |
| Chapman Financial Group, LLC | 4,794 | $1.60M | 1.29% | +4,794 | New |
| Twin Peaks Wealth Advisors, LLC | 4,789 | $1.60M | 0.68% | −68−1.4% | Reduced |
| Argent Advisors, Inc. | 4,774 | $1.60M | 0.59% | −17−0.4% | Reduced |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.78% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,734 | $1.58M | 1.18% | −45−0.9% | Reduced |
| Fjell Capital, LLC | 4,732 | $1.58M | 1.63% | +4,732 | New |
| VELA Investment Management, LLC | 4,728 | $1.58M | 0.54% | −1,377−22.6% | Reduced |
| Argus Investors' Counsel, Inc. | 4,712 | $1.58M | 1.05% | −52−1.1% | Reduced |
| PDS Planning, Inc | 4,711 | $1.58M | 0.14% | +215+4.8% | Added |
| CNB Bank | 4,701 | $1.57M | 0.73% | +301+6.8% | Added |
| Arjuna Capital | 4,696 | $1.57M | 0.42% | +4,696 | New |
| RDA Financial Network | 4,688 | $1.57M | 0.46% | +4,688 | New |
| Carmignac Gestion | 4,685 | $1.57M | 0.02% | −7,527−61.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,664 | $1.56M | 0.25% | +261+5.9% | Added |
| Guardian Wealth Advisors, LLC | 4,664 | $1.56M | 0.12% | +2,836+155.1% | Added |
| Raelipskie Partnership | 4,659 | $1.56M | 0.77% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 4,647 | $1.55M | 1.13% | +4,647 | New |
| HM Payson & Co | 4,638 | $1.55M | 0.03% | +526+12.8% | Added |
| Country Club Bank | 4,615 | $1.55M | 0.10% | −163−3.4% | Reduced |
| Emprise Bank | 4,628 | $1.55M | 0.87% | −187−3.9% | Reduced |
| Portside Wealth Group, LLC | 4,626 | $1.55M | 0.26% | +425+10.1% | Added |
| Cornercap Investment Counsel Inc | 4,626 | $1.55M | 0.50% | −181−3.8% | Reduced |
| Sage Mountain Advisors LLC | 4,624 | $1.55M | 0.11% | +829+21.8% | Added |
| Quantum Private Wealth, LLC | 4,617 | $1.54M | 0.49% | −48−1.0% | Reduced |
| Prelude Capital Management, LLC | 4,606 | $1.54M | 0.13% | +4,606 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 4,592 | $1.54M | 0.56% | +4,592 | New |
| Johnson Financial Group, Inc. | 4,490 | $1.53M | 0.07% | −545−10.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,586 | $1.53M | 0.30% | +292+6.8% | Added |