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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 70,453 | $23.6M | 0.13% | −946−1.3% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 70,395 | $23.5M | 2.85% | +70,395 | New |
| Daymark Wealth Partners, LLC | 174,922 | $23.5M | 0.99% | −158−0.1% | Reduced |
| Boothbay Fund Management, LLC | 70,016 | $23.4M | 0.73% | +27,705+65.5% | Added |
| Cubist Systematic Strategies, LLC | 69,845 | $23.4M | 0.38% | +69,845 | New |
| Martingale Asset Management L P | 69,363 | $23.2M | 0.56% | −587−0.8% | Reduced |
| Washington Trust Co | 69,291 | $23.2M | 0.83% | −861−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 68,514 | $22.9M | 0.39% | +603+0.9% | Added |
| Boston Common Asset Management, LLC | 68,301 | $22.8M | 0.66% | −16,053−19.0% | Reduced |
| CCM Investment Advisers LLC | 67,304 | $22.5M | 2.49% | +153+0.2% | Added |
| Parallel Advisors, LLC | 66,934 | $22.4M | 0.51% | +237+0.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 69,000 | $22.3M | 2.78% | −3,500−4.8% | Reduced |
| Kentucky Retirement Systems | 66,589 | $22.3M | 0.66% | −917−1.4% | Reduced |
| Congress Wealth Management LLC | 66,488 | $22.2M | 0.31% | −1,772−2.6% | Reduced |
| Prospera Financial Services Inc | 66,333 | $22.2M | 0.52% | +11,542+21.1% | Added |
| Group One Trading, L.P. | 66,324 | $22.2M | 0.75% | −51,377−43.7% | Reduced |
| TCG Advisory Services, LLC | 65,807 | $22.0M | 0.93% | −5,743−8.0% | Reduced |
| Eastern Bank | 65,785 | $22.0M | 0.41% | −1,683−2.5% | Reduced |
| ARS Investment Partners, LLC | 65,624 | $21.9M | 1.98% | +1,024+1.6% | Added |
| Great Valley Advisor Group, Inc. | 65,503 | $21.9M | 0.49% | −2,418−3.6% | Reduced |
| Dash Acquisitions Inc. | 60,521 | $21.8M | 4.64% | +1,525+2.6% | Added |
| Lyell Wealth Management, LP | 64,202 | $21.5M | 1.92% | +250.0% | Added |
| Beese Fulmer Investment Management, Inc. | 63,840 | $21.3M | 1.82% | −405−0.6% | Reduced |
| Benchstone Capital Management LP | 63,338 | $21.2M | 2.19% | +63,338 | New |
| Moore Capital Management, LP | 63,311 | $21.2M | 0.40% | +27,444+76.5% | Added |
| Avanza Fonder AB | 62,989 | $21.1M | 0.63% | +62,989 | New |
| CenterBook Partners LP | 62,890 | $21.0M | 1.26% | +62,890 | New |
| Envestnet Portfolio Solutions, Inc. | 62,837 | $21.0M | 0.07% | +6,404+11.3% | Added |
| Mirae Asset Securities (USA) Inc. | 62,762 | $21.0M | 0.98% | +62,762 | New |
| Banque Transatlantique SA | 63,228 | $20.9M | 0.53% | +63,228 | New |
| Pensionmark Financial Group, LLC | 62,407 | $20.9M | 0.57% | +7,961+14.6% | Added |
| Hamilton Capital Partners Inc. | 62,370 | $20.9M | 1.56% | +7,126+12.9% | Added |
| Talbot Financial, LLC | 62,229 | $20.8M | 2.47% | −1,632−2.6% | Reduced |
| Osborne Partners Capital Management, LLC | 62,074 | $20.8M | 1.20% | −569−0.9% | Reduced |
| D.A. Davidson & Co. | 62,039 | $20.7M | 0.17% | +2,747+4.6% | Added |
| Grimes & Company, Inc. | 62,031 | $20.7M | 0.60% | −563−0.9% | Reduced |
| Lighthouse Investment Partners, LLC | 61,722 | $20.6M | 0.80% | −5,663−8.4% | Reduced |
| iA Global Asset Management Inc. | 60,907 | $20.4M | 0.36% | +51,772+566.7% | Added |
| GDS Wealth Management | 60,766 | $20.3M | 1.85% | +1,896+3.2% | Added |
| Bessemer Group Inc | 60,722 | $20.3M | 0.03% | +1,715+2.9% | Added |
| Brinker Capital Investments, LLC | 60,713 | $20.3M | 0.20% | −9,428−13.4% | Reduced |
| Orion Portfolio Solutions, LLC | 60,713 | $20.3M | 0.20% | −9,428−13.4% | Reduced |
| Middleton & Co Inc | 60,642 | $20.3M | 2.24% | −338−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 60,539 | $20.2M | 0.29% | +2,503+4.3% | Added |
| Factory Mutual Insurance Co | 60,100 | $20.1M | 0.22% | −17,600−22.7% | Reduced |
| Roffman Miller Associates Inc | 59,651 | $19.9M | 1.23% | +21,566+56.6% | Added |
| Hartford Investment Management Co | 59,080 | $19.8M | 0.65% | −1,909−3.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 58,752 | $19.6M | 1.40% | −1,528−2.5% | Reduced |
| Cidel Asset Management Inc | 58,618 | $19.6M | 1.32% | +562+1.0% | Added |
| Capital International Ltd | 58,509 | $19.6M | 0.80% | −5,235−8.2% | Reduced |
| Metis Global Partners, LLC | 58,348 | $19.5M | 0.59% | +31+0.1% | Added |
| Coronation Fund Managers Ltd. | 57,543 | $19.2M | 1.13% | +860+1.5% | Added |
| Adams Diversified Equity Fund, Inc. | 57,400 | $19.2M | 0.73% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 57,293 | $19.2M | 2.69% | −905−1.6% | Reduced |
| Brookstone Capital Management | 57,167 | $19.1M | 0.28% | +652+1.2% | Added |
| Allianz SE | 56,510 | $19.0M | 0.49% | −549−1.0% | Reduced |
| Crestline Management, LP | 56,389 | $18.9M | 0.66% | −37,880−40.2% | Reduced |
| Copeland Capital Management, LLC | 56,142 | $18.8M | 0.35% | −8,505−13.2% | Reduced |
| Crawford Investment Counsel Inc | 56,069 | $18.7M | 0.34% | −7,205−11.4% | Reduced |
| Sora Investors LLC | 56,001 | $18.7M | 2.08% | +26,001+86.7% | Added |
| Trajan Wealth LLC | 55,898 | $18.7M | 1.03% | +2,634+4.9% | Added |
| Baker Avenue Asset Management, LP | 55,863 | $18.7M | 0.57% | −2,127−3.7% | Reduced |
| Dakota Wealth Management | 55,745 | $18.6M | 0.43% | +48,456+664.8% | Added |
| First Financial Bankshares Inc | 55,362 | $18.5M | 0.40% | −464−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 54,988 | $18.4M | 0.45% | +7,289+15.3% | Added |
| Glenview Trust Co | 54,841 | $18.3M | 0.34% | +6,852+14.3% | Added |
| RDST Capital LLC | 54,810 | $18.3M | 2.60% | −30,485−35.7% | Reduced |
| One Capital Management, LLC | 54,434 | $18.2M | 0.60% | −4,323−7.4% | Reduced |
| LMR Partners LLP | 54,146 | $18.1M | 0.31% | +50,307+1,310.4% | Added |
| Mill Capital Management, LLC | 54,079 | $18.1M | 1.43% | +30.0% | Added |
| Transform Wealth, LLC | 53,948 | $18.1M | 1.00% | +3,783+7.5% | Added |
| Bradley Foster & Sargent Inc | 53,832 | $18.0M | 0.30% | −1,431−2.6% | Reduced |
| Norinchukin Bank, The | 53,664 | $17.9M | 0.38% | +2,754+5.4% | Added |
| Quadrature Capital Ltd | 53,455 | $17.9M | 0.36% | +14,301+36.5% | Added |
| Neville Rodie & Shaw Inc | 53,311 | $17.8M | 1.30% | +2,160+4.2% | Added |
| Knights of Columbus Asset Advisors LLC | 53,281 | $17.8M | 1.18% | −1,184−2.2% | Reduced |
| Marco Investment Management LLC | 53,213 | $17.8M | 1.54% | −191−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 53,098 | $17.8M | 0.20% | −4,603−8.0% | Reduced |
| Shufro Rose & Co LLC | 52,764 | $17.6M | 1.38% | +35+0.1% | Added |
| Stonebridge Capital Advisors LLC | 52,430 | $17.5M | 1.41% | −263−0.5% | Reduced |
| Jasper Ridge Partners, L.P. | 51,894 | $17.3M | 0.55% | −2,209−4.1% | Reduced |
| Cornerstone Capital, Inc. | 51,579 | $17.2M | 1.82% | −4,375−7.8% | Reduced |
| Louisiana State Employees Retirement System | 51,400 | $17.2M | 0.32% | −3,200−5.9% | Reduced |
| Securian Asset Management, Inc | 51,381 | $17.2M | 0.50% | −2,212−4.1% | Reduced |
| Illinois Municipal Retirement Fund | 51,286 | $17.1M | 0.24% | +1,354+2.7% | Added |
| NEOS Investment Management LLC | 50,585 | $16.9M | 0.40% | +6,795+15.5% | Added |
| Light Street Capital Management, LLC | 50,255 | $16.8M | 3.46% | +172+0.3% | Added |
| Oppenheimer & Co Inc | 50,179 | $16.8M | 0.25% | +6,847+15.8% | Added |
| Anchor Capital Advisors LLC | 50,159 | $16.8M | 0.48% | −2,665−5.0% | Reduced |
| Davidson Kempner Capital Management LP | 50,000 | $16.7M | 0.29% | 00.0% | Unchanged |
| Bornite Capital Management LP | 50,000 | $16.7M | 2.25% | +10,000+25.0% | Added |
| GW Henssler & Associates Ltd | 61,037 | $16.7M | 0.96% | −770−1.2% | Reduced |
| TownSquare Capital, LLC | 49,961 | $16.7M | 0.19% | +6,249+14.3% | Added |
| Advisory Services Network, LLC | 49,947 | $16.7M | 0.31% | +1,719+3.6% | Added |
| NFJ Investment Group, LLC | 49,945 | $16.7M | 0.54% | +8,186+19.6% | Added |
| Maryland State Retirement & Pension System | 49,876 | $16.7M | 0.36% | −4,204−7.8% | Reduced |
| Strategic Wealth Designers | 49,212 | $16.6M | 1.06% | −1,650−3.2% | Reduced |
| Insight Holdings Group, LLC | 49,500 | $16.5M | 1.07% | +49,500 | New |
| Sienna Gestion | 49,357 | $16.5M | 1.11% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 49,092 | $16.4M | 0.13% | −542−1.1% | Reduced |