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
- 3,109
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 48,764 | $16.3M | 0.40% | +48,764 | New |
| Sava Infond d.o.o. | 48,750 | $16.3M | 2.88% | +48,750 | New |
| TenCore Partners, LP | 48,508 | $16.2M | 8.00% | −22,496−31.7% | Reduced |
| Investment Management Corp of Ontario | 48,238 | $16.1M | 0.53% | +2,890+6.4% | Added |
| Wolverine Trading, LLC | 47,957 | $16.1M | 0.36% | +43,822+1,059.8% | Added |
| Chesley Taft & Associates LLC | 47,633 | $15.9M | 0.74% | +206+0.4% | Added |
| Thames Capital Management LLC | 47,266 | $15.8M | 4.28% | +8,068+20.6% | Added |
| Canada Post Corp Registered Pension Plan | 47,186 | $15.8M | 0.93% | +47,186 | New |
| Bryn Mawr Trust Co | 47,042 | $15.7M | 0.28% | +3,230+7.4% | Added |
| DuPont Capital Management Corp | 46,879 | $15.7M | 1.46% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 46,486 | $15.5M | 0.79% | +1,949+4.4% | Added |
| Resources Investment Advisors, LLC. | 46,441 | $15.5M | 0.18% | −3,107−6.3% | Reduced |
| RSM US Wealth Management LLC | 46,336 | $15.5M | 0.22% | −1,595−3.3% | Reduced |
| Benjamin Edwards Inc | 46,335 | $15.5M | 0.22% | +1,921+4.3% | Added |
| Synovus Financial Corp | 46,318 | $15.5M | 0.20% | −6,523−12.3% | Reduced |
| LVM Capital Management Ltd | 46,266 | $15.5M | 1.66% | +1,508+3.4% | Added |
| McRae Capital Management Inc | 46,227 | $15.5M | 3.03% | +3,923+9.3% | Added |
| New Mexico Educational Retirement Board | 46,186 | $15.4M | 0.52% | −1,300−2.7% | Reduced |
| Edge Wealth Management LLC | 46,121 | $15.4M | 3.12% | −1,105−2.3% | Reduced |
| MAI Capital Management | 46,081 | $15.4M | 0.11% | +6,452+16.3% | Added |
| Buckingham Capital Management, Inc. | 45,968 | $15.4M | 1.76% | −1,294−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 45,957 | $15.4M | 0.16% | +45,957 | New |
| Atria Wealth Solutions, Inc. | 45,736 | $15.3M | 0.17% | +818+1.8% | Added |
| Leonteq Securities AG | 45,704 | $15.3M | 1.51% | −12,476−21.4% | Reduced |
| Perigon Wealth Management, LLC | 47,537 | $15.2M | 0.37% | +123+0.3% | Added |
| Harvest Fund Management Co., Ltd | 45,462 | $15.2M | 0.70% | +36,526+408.8% | Added |
| Sterling Capital Management LLC | 45,457 | $15.2M | 0.21% | +834+1.9% | Added |
| Summit Trail Advisors, LLC | 45,388 | $15.2M | 0.56% | +2,647+6.2% | Added |
| Parallax Volatility Advisers, L.P. | 45,317 | $15.2M | 0.33% | +45,317 | New |
| Fiduciary Trust Co | 45,238 | $15.1M | 0.20% | +1,673+3.8% | Added |
| Artemis Investment Management LLP | 45,216 | $15.1M | 0.22% | +45,216 | New |
| Noked Israel Ltd | 45,000 | $15.0M | 2.96% | +5,000+12.5% | Added |
| Foster Victor Wealth Advisors, LLC | 45,984 | $14.9M | 1.14% | −5,297−10.3% | Reduced |
| Shelton Capital Management | 44,574 | $14.9M | 0.37% | +7,598+20.5% | Added |
| J. Safra Sarasin Holding AG | 44,340 | $14.8M | 0.25% | +6,095+15.9% | Added |
| Trust Co of Vermont | 44,008 | $14.7M | 0.71% | +6,433+17.1% | Added |
| Soros Capital Management LLC | 44,000 | $14.7M | 2.30% | +44,000 | New |
| Cary Street Partners Financial LLC | 43,981 | $14.7M | 0.48% | +43,981 | New |
| Wiley Bros.-Aintree Capital, LLC | 44,079 | $14.7M | 0.18% | +18,670+73.5% | Added |
| Strategic Wealth Partners, Ltd. | 44,198 | $14.6M | 1.21% | +8,323+23.2% | Added |
| Iyo Bank, Ltd. | 43,532 | $14.6M | 4.98% | 00.0% | Unchanged |
| Independent Advisor Alliance | 43,343 | $14.5M | 0.19% | +8,240+23.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 43,337 | $14.5M | 3.64% | −596−1.4% | Reduced |
| PGGM Investments | 43,111 | $14.4M | 0.19% | +1,413+3.4% | Added |
| Gradient Investments LLC | 42,817 | $14.3M | 0.29% | −9,357−17.9% | Reduced |
| Cornerstone Advisors, LLC | 42,800 | $14.3M | 0.57% | −5,200−10.8% | Reduced |
| Quest Investment Management LLC | 42,617 | $14.2M | 1.65% | −8,292−16.3% | Reduced |
| Vestor Capital, LLC | 42,388 | $14.2M | 1.08% | +491+1.2% | Added |
| Azimuth Capital Investment Management LLC | 42,333 | $14.2M | 0.55% | −93−0.2% | Reduced |
| Bogart Wealth, LLC | 42,067 | $14.1M | 0.67% | −4,649−10.0% | Reduced |
| Arkadios Wealth Advisors | 42,050 | $14.1M | 0.77% | +4,212+11.1% | Added |
| Monolith Management Ltd | 42,000 | $14.0M | 7.32% | +42,000 | New |
| Tudor Investment Corp Et Al | 41,999 | $14.0M | 0.15% | +27,411+187.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 41,861 | $14.0M | 3.70% | +41,861 | New |
| CFM Wealth Partners LLC | 41,806 | $14.0M | 2.36% | −199−0.5% | Reduced |
| Means Investment Co., Inc. | 41,755 | $14.0M | 1.45% | −244−0.6% | Reduced |
| Profund Advisors LLC | 41,167 | $13.8M | 0.50% | −2,820−6.4% | Reduced |
| Great Lakes Advisors, LLC | 41,030 | $13.7M | 0.12% | −1,104−2.6% | Reduced |
| Lynwood Price Capital Management LP | 41,000 | $13.7M | 9.44% | +41,000 | New |
| Spence Asset Management | 40,812 | $13.6M | 2.98% | +40,812 | New |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $13.6M | 1.08% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 40,580 | $13.6M | 0.51% | +40,580 | New |
| Exchange Capital Management, Inc. | 40,567 | $13.6M | 2.15% | −563−1.4% | Reduced |
| Moors & Cabot, Inc. | 40,381 | $13.5M | 0.64% | +268+0.7% | Added |
| Alight Capital Management LP | 40,000 | $13.4M | 4.51% | −30,000−42.9% | Reduced |
| Zweig-DiMenna Associates LLC | 39,800 | $13.3M | 1.12% | +14,800+59.2% | Added |
| Northwest & Ethical Investments L.P. | 39,564 | $13.2M | 0.36% | +37,854+2,213.7% | Added |
| ICONIQ Capital, LLC | 39,254 | $13.1M | 0.20% | −34,142−46.5% | Reduced |
| Investment House LLC | 39,104 | $13.1M | 0.71% | −210−0.5% | Reduced |
| Sand Hill Global Advisors, LLC | 39,004 | $13.0M | 0.55% | −1,191−3.0% | Reduced |
| Castleark Management LLC | 38,880 | $13.0M | 0.45% | +38,880 | New |
| Bragg Financial Advisors, Inc | 38,807 | $13.0M | 0.53% | +3,844+11.0% | Added |
| Philadelphia Trust Co | 38,488 | $12.9M | 0.94% | −2,309−5.7% | Reduced |
| Jefferies Financial Group Inc. | 38,441 | $12.9M | 0.14% | +16,092+72.0% | Added |
| Marks Group Wealth Management, Inc | 38,200 | $12.8M | 1.26% | +100+0.3% | Added |
| Amica Mutual Insurance Co | 38,152 | $12.8M | 1.31% | −1,904−4.8% | Reduced |
| RPG Investment Advisory, LLC | 38,147 | $12.8M | 1.71% | +46+0.1% | Added |
| North Star Asset Management Inc | 38,117 | $12.7M | 0.56% | +7,205+23.3% | Added |
| Adell Harriman & Carpenter Inc | 38,086 | $12.7M | 0.89% | −743−1.9% | Reduced |
| E Fund Management Co., Ltd. | 38,084 | $12.7M | 0.64% | +18,010+89.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 37,882 | $12.7M | 0.88% | −673−1.7% | Reduced |
| Motco | 37,485 | $12.5M | 1.29% | −1,110−2.9% | Reduced |
| CAPROCK Group, Inc. | 37,346 | $12.5M | 0.41% | +4,204+12.7% | Added |
| Stratos Wealth Partners, LTD. | 37,220 | $12.4M | 0.18% | +957+2.6% | Added |
| Phoenix Holdings Ltd. | 37,174 | $12.4M | 0.17% | +10,520+39.5% | Added |
| Vinva Investment Management Ltd | 36,882 | $12.4M | 0.48% | −150.0% | Reduced |
| Groupama Asset Managment | 36,881 | $12.4M | 0.25% | −57,704−61.0% | Reduced |
| EULAV Asset Management | 37,006 | $12.4M | 0.30% | −998−2.6% | Reduced |
| Forbes J M & Co LLP | 36,719 | $12.3M | 1.18% | +91+0.2% | Added |
| River Wealth Advisors LLC | 36,701 | $12.3M | 1.63% | +24,473+200.1% | Added |
| Equitable Trust Co | 36,664 | $12.3M | 0.68% | −8,603−19.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 36,491 | $12.2M | 1.38% | −3,252−8.2% | Reduced |
| Foundations Investment Advisors, LLC | 36,473 | $12.2M | 0.24% | +4,752+15.0% | Added |
| Nemes Rush Group LLC | 36,411 | $12.2M | 1.50% | +2,478+7.3% | Added |
| GF Fund Management Co. Ltd. | 36,379 | $12.2M | 0.27% | +36,379 | New |
| SG Americas Securities, LLC | 36,305 | $12.1M | 0.05% | −125,560−77.6% | Reduced |
| Northstar Asset Management Inc | 35,945 | $12.0M | 3.16% | −1,540−4.1% | Reduced |
| Sandy Spring Bank | 35,830 | $12.0M | 0.48% | −1,463−3.9% | Reduced |
| Pallas Capital Advisors LLC | 35,788 | $12.0M | 0.51% | −870−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 35,640 | $11.9M | 0.57% | +452+1.3% | Added |