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; 2,492 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
- 3,110
- +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
- 1,198 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Renaissance Group LLC | 112,898 | $37.7M | 1.56% | −7,331−6.1% | Reduced |
| Pathstone Holdings, LLC | 111,697 | $37.3M | 0.17% | +1,479+1.3% | Added |
| Andra AP-fonden | 110,798 | $37.0M | 0.59% | −67,000−37.7% | Reduced |
| Verition Fund Management LLC | 110,432 | $36.9M | 0.19% | +98,130+797.7% | Added |
| United Capital Financial Advisers, LLC | 110,101 | $36.8M | 0.31% | +3,351+3.1% | Added |
| Guggenheim Capital LLC | 109,238 | $36.5M | 0.30% | −12,873−10.5% | Reduced |
| Lido Advisors, LLC | 108,921 | $36.5M | 0.23% | +718+0.7% | Added |
| State of Alaska, Department of Revenue | 109,010 | $36.4M | 0.41% | −3,555−3.2% | Reduced |
| Kestra Advisory Services, LLC | 108,938 | $36.4M | 0.20% | −17,534−13.9% | Reduced |
| Stephens Inc | 107,083 | $35.8M | 0.50% | +9,081+9.3% | Added |
| Nellore Capital Management LLC | 107,062 | $35.8M | 4.68% | −121,377−53.1% | Reduced |
| Crossmark Global Holdings, Inc. | 107,061 | $35.8M | 0.65% | +11,104+11.6% | Added |
| EP Wealth Advisors, LLC | 104,899 | $35.1M | 0.29% | +2,506+2.4% | Added |
| Quantinno Capital Management LP | 104,581 | $35.0M | 0.34% | +18,728+21.8% | Added |
| Triglav Skladi, D.O.O. | 104,119 | $34.8M | 2.74% | +104,119 | New |
| Achmea Investment Management B.V. | 104,110 | $34.8M | 0.57% | +4,278+4.3% | Added |
| Point72 (DIFC) Ltd | 104,072 | $34.8M | 3.14% | +104,072 | New |
| Commerzbank Aktiengesellschaft | 102,855 | $34.4M | 0.83% | −4,329−4.0% | Reduced |
| Chilton Capital Management LLC | 102,806 | $34.4M | 1.45% | −810−0.8% | Reduced |
| TCTC Holdings, LLC | 102,553 | $34.3M | 1.23% | +203+0.2% | Added |
| Park National Corp | 101,033 | $33.8M | 1.24% | −19,817−16.4% | Reduced |
| Thomasville National Bank | 101,010 | $33.8M | 2.43% | −61−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 100,695 | $33.7M | 1.20% | +1,859+1.9% | Added |
| Wealthfront Advisers LLC | 100,524 | $33.6M | 0.10% | +7,602+8.2% | Added |
| Clear Street LLC | 100,000 | $33.4M | 0.66% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 99,770 | $33.4M | 1.00% | +604+0.6% | Added |
| Ethic Inc. | 99,504 | $33.3M | 0.67% | +15,921+19.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 99,456 | $33.3M | 0.92% | +21,437+27.5% | Added |
| Pacer Advisors, Inc. | 98,712 | $33.0M | 0.07% | +11,435+13.1% | Added |
| JustInvest LLC | 98,309 | $32.9M | 0.50% | +8,637+9.6% | Added |
| Capital International Sarl | 98,046 | $32.8M | 0.76% | −2,849−2.8% | Reduced |
| Candlestick Capital Management LP | 97,833 | $32.7M | 1.18% | +97,833 | New |
| Valiant Capital Management, L.P. | 97,610 | $32.6M | 4.37% | +11,100+12.8% | Added |
| Greenleaf Trust | 97,369 | $32.6M | 0.30% | −2,434−2.4% | Reduced |
| Point72 Europe (London) LLP | 97,200 | $32.5M | 1.88% | +32,800+50.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 96,911 | $32.4M | 0.34% | −25,824−21.0% | Reduced |
| Wesbanco Bank Inc | 96,410 | $32.2M | 1.10% | +662+0.7% | Added |
| Taurus Asset Management, LLC | 95,087 | $31.8M | 3.09% | −901−0.9% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 95,000 | $31.8M | 1.64% | 00.0% | Unchanged |
| GWM Advisors LLC | 94,140 | $31.5M | 0.19% | +3,007+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 93,467 | $31.3M | 0.51% | +92,235+7,486.6% | Added |
| Ardsley Advisory Partners LP | 92,000 | $30.8M | 5.96% | +59,500+183.1% | Added |
| Mesirow Financial Investment Management, Inc. | 91,491 | $30.6M | 0.61% | −277−0.3% | Reduced |
| Boston Family Office LLC | 91,310 | $30.5M | 2.10% | −334−0.4% | Reduced |
| Omers Administration Corp | 91,054 | $30.4M | 0.27% | +3,500+4.0% | Added |
| Generali Asset Management SPA SGR | 90,874 | $30.4M | 0.78% | +90,874 | New |
| BNP Paribas | 90,464 | $30.4M | 1.23% | −16,058−15.1% | Reduced |
| Mizuho Securities USA LLC | 90,607 | $30.3M | 0.55% | +27,773+44.2% | Added |
| Long Path Partners LP | 90,119 | $30.1M | 9.76% | −10,708−10.6% | Reduced |
| Kadensa Capital Ltd | 90,080 | $30.1M | 3.66% | +10,765+13.6% | Added |
| Magellan Asset Management Ltd | 89,885 | $30.1M | 0.33% | −17,624−16.4% | Reduced |
| Paloma Partners Management Co | 89,200 | $29.8M | 1.96% | +63,700+249.8% | Added |
| Atria Investments LLC | 88,528 | $29.6M | 0.37% | +9,549+12.1% | Added |
| Tiaa Trust, National Association | 88,408 | $29.6M | 0.09% | −1,681−1.9% | Reduced |
| Tran Capital Management, L.P. | 87,711 | $29.3M | 3.33% | −6,872−7.3% | Reduced |
| Umb Bank N A | 87,532 | $29.3M | 0.46% | −879−1.0% | Reduced |
| Community Trust & Investment Co | 87,336 | $29.2M | 1.81% | +65+0.1% | Added |
| ATOMVEST Ltd | 87,300 | $29.2M | 40.55% | +43,100+97.5% | Added |
| Elo Mutual Pension Insurance Co | 87,243 | $29.2M | 0.62% | −4,850−5.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 87,000 | $29.1M | 0.06% | −344,492−79.8% | Reduced |
| Motley Fool Asset Management LLC | 86,889 | $29.0M | 1.51% | +8,449+10.8% | Added |
| Zacks Investment Management | 86,837 | $29.0M | 0.27% | +51,919+148.7% | Added |
| Baader Bank INC | 86,190 | $28.8M | 2.65% | −7,130−7.6% | Reduced |
| Pittenger & Anderson Inc | 86,162 | $28.8M | 1.05% | +416+0.5% | Added |
| Annex Advisory Services, LLC | 84,407 | $28.2M | 0.85% | +8,722+11.5% | Added |
| Dana Investment Advisors, Inc. | 84,147 | $28.1M | 0.93% | +1,694+2.1% | Added |
| Citizens Financial Group Inc | 83,864 | $28.0M | 0.55% | +2,168+2.7% | Added |
| Davidson Investment Advisors | 83,139 | $27.8M | 1.35% | +1,146+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 82,881 | $27.7M | 0.38% | +367+0.4% | Added |
| Worldquant Millennium Advisors LLC | 82,793 | $27.7M | 0.18% | −23,599−22.2% | Reduced |
| Avala Global LP | 82,200 | $27.5M | 1.71% | +82,200 | New |
| Oregon Public Employees Retirement Fund | 81,954 | $27.4M | 0.50% | −949−1.1% | Reduced |
| Acadian Asset Management LLC | 81,962 | $27.4M | 0.08% | −9,415−10.3% | Reduced |
| Avantax Advisory Services, Inc. | 81,757 | $27.3M | 0.17% | +4,623+6.0% | Added |
| Old National Bancorp | 80,591 | $26.9M | 0.64% | +401+0.5% | Added |
| Marex Group plc | 80,204 | $26.8M | 0.46% | −50,246−38.5% | Reduced |
| Cresset Asset Management, LLC | 79,900 | $26.7M | 0.13% | −68,153−46.0% | Reduced |
| Flputnam Investment Management Co | 79,981 | $26.7M | 0.49% | −10,506−11.6% | Reduced |
| CWM, LLC | 79,908 | $26.7M | 0.11% | +2,768+3.6% | Added |
| Reynders McVeigh Capital Management, LLC | 79,486 | $26.6M | 1.40% | +35,889+82.3% | Added |
| Nixon Peabody Trust Co | 78,354 | $26.2M | 2.16% | +50+0.1% | Added |
| Freestone Capital Holdings, LLC | 77,949 | $26.1M | 0.90% | −3,301−4.1% | Reduced |
| Abner Herrman & Brock LLC | 77,267 | $25.8M | 3.21% | +688+0.9% | Added |
| Univest Financial Corp | 76,302 | $25.5M | 1.61% | −1,080−1.4% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $25.4M | 5.07% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 75,851 | $25.4M | 0.64% | −344−0.5% | Reduced |
| Franklin Street Advisors Inc | 75,523 | $25.3M | 1.68% | +2,530+3.5% | Added |
| Harvest Portfolios Group Inc. | 74,631 | $25.0M | 0.83% | −14,467−16.2% | Reduced |
| Sit Investment Associates Inc | 74,566 | $24.9M | 0.57% | +13,355+21.8% | Added |
| Clearstead Advisors, LLC | 73,994 | $24.7M | 0.38% | +1,062+1.5% | Added |
| Quattro Financial Advisors LLC | 75,000 | $24.7M | 6.43% | +10,000+15.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 73,297 | $24.5M | 1.77% | +73,297 | New |
| MMBG Investment Advisors Co. | 72,820 | $24.3M | 2.59% | −4,952−6.4% | Reduced |
| Generate Investment Management Ltd | 72,816 | $24.3M | 1.70% | +72+0.1% | Added |
| Liontrust Investment Partners LLP | 72,734 | $24.3M | 0.35% | −16,760−18.7% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $24.2M | 0.93% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 71,766 | $24.0M | 2.10% | +11,481+19.0% | Added |
| Tower Research Capital LLC (TRC) | 71,606 | $23.9M | 0.48% | −745−1.0% | Reduced |
| Ithaka Group LLC | 71,029 | $23.7M | 4.37% | −2,999−4.1% | Reduced |
| Haverford Trust Co | 70,840 | $23.7M | 0.24% | +2,896+4.3% | Added |