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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 4,575 | $1.53M | 0.38% | +24+0.5% | Added |
| North Star Investment Management Corp. | 4,566 | $1.53M | 0.11% | −907−16.6% | Reduced |
| MONECO Advisors, LLC | 4,563 | $1.53M | 0.16% | −55−1.2% | Reduced |
| Texas Yale Capital Corp. | 4,551 | $1.52M | 0.06% | +79+1.8% | Added |
| First United Bank Trust | 4,539 | $1.52M | 0.55% | +75+1.7% | Added |
| Wealth Alliance Advisory Group, LLC | 4,524 | $1.51M | 0.32% | +1,059+30.6% | Added |
| Sig Brokerage, LP | 4,508 | $1.51M | 0.71% | +4,508 | New |
| Embree Financial Group | 4,508 | $1.51M | 0.26% | +30+0.7% | Added |
| Stansberry Asset Management, LLC | 4,505 | $1.51M | 0.20% | −276−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 4,500 | $1.50M | 0.03% | −8,400−65.1% | Reduced |
| Nebula Research & Development LLC | 4,499 | $1.50M | 0.18% | +4,499 | New |
| Stamos Capital Partners, L.P. | 4,490 | $1.50M | 0.35% | −5,870−56.7% | Reduced |
| First Citizens Bank & Trust Co | 4,473 | $1.50M | 0.03% | +1,712+62.0% | Added |
| Aventura Private Wealth, LLC | 4,441 | $1.48M | 0.80% | +4,441 | New |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.48M | 1.12% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,435 | $1.48M | 0.60% | +294+7.1% | Added |
| Edgestream Partners, L.P. | 4,415 | $1.48M | 0.06% | +4,415 | New |
| Meridian Financial Partners LLC | 4,414 | $1.48M | 0.78% | +19+0.4% | Added |
| Abc Arbitrage SA | 4,414 | $1.48M | 0.21% | +4,414 | New |
| Laidlaw Wealth Management LLC | 4,403 | $1.47M | 0.64% | +2,101+91.3% | Added |
| Copperleaf Capital, LLC | 4,401 | $1.47M | 0.93% | +2,460+126.7% | Added |
| Bank of Hawaii | 4,397 | $1.47M | 0.08% | +218+5.2% | Added |
| Allred Capital Management, LLC | 4,394 | $1.47M | 0.57% | +177+4.2% | Added |
| Jaffetilchin Investment Partners, LLC | 4,389 | $1.47M | 0.11% | +261+6.3% | Added |
| Richards, Merrill & Peterson, Inc. | 4,378 | $1.46M | 0.76% | +4,378 | New |
| Bank Ozk | 4,375 | $1.46M | 0.61% | −191−4.2% | Reduced |
| Birinyi Associates Inc | 4,358 | $1.46M | 0.40% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 4,355 | $1.46M | 0.32% | +257+6.3% | Added |
| Carr Financial Group Corp | 4,347 | $1.45M | 0.46% | −475−9.9% | Reduced |
| Orrstown Financial Services Inc | 4,344 | $1.45M | 0.39% | +150+3.6% | Added |
| Brucke Financial, Inc. | 4,242 | $1.45M | 1.25% | +4,242 | New |
| Jmac Enterprises LLC | 4,322 | $1.45M | 0.23% | −3−0.1% | Reduced |
| Fairscale Capital, LLC | 4,317 | $1.44M | 1.24% | −64−1.5% | Reduced |
| Barlow Wealth Partners, Inc. | 4,458 | $1.43M | 0.18% | +4,458 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,281 | $1.43M | 0.19% | +98+2.3% | Added |
| Trillium Asset Management, LLC | 4,274 | $1.43M | 0.04% | −66−1.5% | Reduced |
| Montecito Bank & Trust | 4,270 | $1.43M | 0.25% | +477+12.6% | Added |
| Dudley Capital Management, LLC | 4,263 | $1.43M | 0.73% | −11−0.3% | Reduced |
| Founders Financial Securities LLC | 4,249 | $1.42M | 0.13% | +601+16.5% | Added |
| Terry L. Blaker | 4,227 | $1.41M | 0.05% | +4+0.1% | Added |
| Simon Quick Advisors, LLC | 4,226 | $1.41M | 0.08% | +903+27.2% | Added |
| West Branch Capital LLC | 4,223 | $1.41M | 0.45% | +1,576+59.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,201 | $1.40M | 0.55% | +208+5.2% | Added |
| Seven Springs Wealth Group, LLC | 4,196 | $1.40M | 0.52% | +54+1.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,191 | $1.40M | 0.68% | −173−4.0% | Reduced |
| Diligent Investors, LLC | 4,182 | $1.40M | 0.32% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,181 | $1.40M | 0.20% | −205−4.7% | Reduced |
| Putney Financial Group LLC | 4,171 | $1.39M | 1.24% | +4,171 | New |
| Strategic Investment Advisors | 4,170 | $1.39M | 0.15% | −508−10.9% | Reduced |
| Aldebaran Financial Inc. | 4,145 | $1.39M | 1.63% | −590−12.5% | Reduced |
| Michael B. Yongue | 4,161 | $1.39M | 1.10% | −57−1.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,155 | $1.39M | 0.62% | −565−12.0% | Reduced |
| Prostatis Group LLC | 4,145 | $1.39M | 0.40% | −20−0.5% | Reduced |
| Octavia Wealth Advisors, LLC | 4,139 | $1.39M | 0.17% | −57−1.4% | Reduced |
| Accurate Wealth Management, LLC | 4,340 | $1.38M | 0.27% | +1,217+39.0% | Added |
| Perennial Investment Advisors, LLC | 4,129 | $1.38M | 0.16% | +482+13.2% | Added |
| Crux Wealth Advisors | 4,121 | $1.38M | 0.77% | +4,121 | New |
| Minot DeBlois Advisors LLC | 4,120 | $1.38M | 1.26% | +4,120 | New |
| Byrne Asset Management LLC | 4,069 | $1.36M | 0.97% | −90−2.2% | Reduced |
| LCM Capital Management Inc | 4,062 | $1.36M | 0.77% | +116+2.9% | Added |
| Sargent Investment Group, LLC | 4,253 | $1.36M | 0.22% | −766−15.3% | Reduced |
| Interchange Capital Partners, LLC | 4,066 | $1.36M | 0.49% | −314−7.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.35M | 0.79% | 00.0% | Unchanged |
| Unified Investment Management | 4,049 | $1.35M | 1.54% | +4,049 | New |
| Aster Capital Management (DIFC) Ltd | 4,035 | $1.35M | 0.52% | +3,907+3,052.3% | Added |
| Exchange Traded Concepts, LLC | 4,027 | $1.35M | 0.03% | −526−11.6% | Reduced |
| Carnegie Lake Advisors LLC | 4,020 | $1.34M | 0.54% | 00.0% | Unchanged |
| Wincap Financial LLC | 4,002 | $1.34M | 1.36% | +4,002 | New |
| BSW Wealth Partners | 4,001 | $1.34M | 0.20% | +321+8.7% | Added |
| Elwood Capital Partners LP | 4,000 | $1.34M | 1.89% | +4,000 | New |
| Ted Buchan & Co | 3,996 | $1.34M | 0.63% | +153+4.0% | Added |
| Bridges Investment Management Inc | 3,992 | $1.33M | 0.02% | −52−1.3% | Reduced |
| Salem Investment Counselors Inc | 3,989 | $1.33M | 0.04% | −100−2.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,981 | $1.33M | 0.31% | +10.0% | Added |
| Gemmer Asset Management LLC | 3,978 | $1.33M | 0.13% | +2,554+179.4% | Added |
| Waterloo Capital, L.P. | 3,971 | $1.33M | 0.14% | +2,009+102.4% | Added |
| Fire Capital Management LLC | 3,966 | $1.33M | 0.99% | +3,966 | New |
| Drucker Wealth 3.0, LLC | 3,961 | $1.32M | 0.31% | +205+5.5% | Added |
| Greykasell Wealth Strategies, Inc. | 3,958 | $1.32M | 0.74% | +3,958 | New |
| Amica Retiree Medical Trust | 3,957 | $1.32M | 1.25% | −346−8.0% | Reduced |
| Magnolia Capital Advisors LLC | 3,955 | $1.32M | 0.34% | +1,549+64.4% | Added |
| Palumbo Wealth Management LLC | 3,945 | $1.32M | 0.49% | +266+7.2% | Added |
| Aprio Wealth Management, LLC | 3,945 | $1.32M | 0.19% | +1,038+35.7% | Added |
| AlphaCore Capital LLC | 3,938 | $1.32M | 0.28% | −2,459−38.4% | Reduced |
| Valmark Advisers, Inc. | 3,936 | $1.32M | 0.02% | +902+29.7% | Added |
| BluePath Capital Management, LLC | 4,120 | $1.31M | 0.72% | +474+13.0% | Added |
| Kidder Stephen W | 3,928 | $1.31M | 0.40% | +3,928 | New |
| Blueprint Investment Partners LLC | 3,926 | $1.31M | 0.21% | +1,026+35.4% | Added |
| Milestone Asset Management, LLC | 3,921 | $1.31M | 0.29% | +708+22.0% | Added |
| Fukoku Mutual Life Insurance Co | 3,916 | $1.31M | 0.09% | −1,500−27.7% | Reduced |
| Virtus ETF Advisers LLC | 3,913 | $1.31M | 0.53% | +3,913 | New |
| Mirador Capital Partners LP | 3,911 | $1.31M | 0.24% | +481+14.0% | Added |
| Essential Planning, LLC. | 4,106 | $1.31M | 0.01% | +4,106 | New |
| BFSG, LLC | 3,902 | $1.30M | 0.15% | −152−3.7% | Reduced |
| Monetta Financial Services Inc | 3,900 | $1.30M | 1.05% | 00.0% | Unchanged |
| Bradyco, Inc. | 3,894 | $1.30M | 0.80% | +3,894 | New |
| Newman Dignan & Sheerar, Inc. | 3,878 | $1.30M | 0.33% | −35−0.9% | Reduced |
| Romano Brothers and Company | 3,878 | $1.30M | 0.16% | −13−0.3% | Reduced |
| Sunbelt Securities, Inc. | 3,861 | $1.30M | 0.11% | −701−15.4% | Reduced |
| Continuum Advisory, LLC | 3,871 | $1.29M | 0.17% | +196+5.3% | Added |