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 |
|---|---|---|---|---|---|
| NZS Capital, LLC | 35,224 | $11.8M | 0.50% | −88,481−71.5% | Reduced |
| Evergreen Capital Management LLC | 35,179 | $11.8M | 0.38% | +9,552+37.3% | Added |
| CSM Advisors, LLC | 35,157 | $11.8M | 0.55% | −2,308−6.2% | Reduced |
| Kinneret Advisory, LLC | 34,538 | $11.6M | 1.09% | −1,609−4.5% | Reduced |
| Kemnay Advisory Services Inc. | 34,498 | $11.5M | 2.07% | +34,498 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,367 | $11.5M | 1.21% | +163+0.5% | Added |
| Keybank National Association | 34,299 | $11.5M | 0.04% | +1,287+3.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 34,145 | $11.4M | 1.26% | −7,070−17.2% | Reduced |
| Dnca Finance | 34,100 | $11.4M | 0.89% | +300+0.9% | Added |
| UBS Oconnor LLC | 33,896 | $11.3M | 0.28% | +28,896+577.9% | Added |
| Edentree Asset Management Ltd | 33,835 | $11.3M | 3.29% | −6,445−16.0% | Reduced |
| Headlands Technologies LLC | 33,814 | $11.3M | 1.14% | +33,814 | New |
| Snowden Capital Advisors LLC | 33,733 | $11.3M | 0.35% | +1,375+4.2% | Added |
| Silicon Valley Capital Partners | 33,751 | $11.3M | 1.26% | +473+1.4% | Added |
| Valeo Financial Advisors, LLC | 80,000 | $11.3M | 0.31% | +744+0.9% | Added |
| Lockheed Martin Investment Management Co | 33,610 | $11.2M | 0.45% | +3,950+13.3% | Added |
| Simmons Bank | 33,526 | $11.2M | 0.82% | −346−1.0% | Reduced |
| Novare Capital Management LLC | 33,279 | $11.1M | 0.94% | −321−1.0% | Reduced |
| Pinnacle Associates Ltd | 33,172 | $11.1M | 0.15% | +1,508+4.8% | Added |
| Sompo Asset Management Co., Ltd. | 33,147 | $11.1M | 1.87% | −3,285−9.0% | Reduced |
| Hartline Investment Corp | 33,071 | $11.1M | 1.27% | +33,071 | New |
| Empirical Finance, LLC | 32,810 | $11.0M | 0.63% | −393−1.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 32,709 | $10.9M | 3.90% | +32,709 | New |
| Churchill Management Corp | 32,696 | $10.9M | 0.12% | +32,696 | New |
| Principal Securities, Inc. | 32,673 | $10.9M | 0.25% | +5,262+19.2% | Added |
| Parus Finance (UK) Ltd | 32,249 | $10.8M | 3.38% | −921−2.8% | Reduced |
| Grassi Investment Management | 32,164 | $10.8M | 0.92% | −250−0.8% | Reduced |
| APG Asset Management US Inc. | 32,125 | $10.7M | 0.08% | −15,800−33.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 32,117 | $10.7M | 0.69% | +1,252+4.1% | Added |
| Meyer Handelman Co | 31,836 | $10.6M | 0.37% | −245−0.8% | Reduced |
| CMH Wealth Management LLC | 31,437 | $10.5M | 2.41% | −982−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 31,391 | $10.5M | 0.39% | −27,528−46.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 31,159 | $10.4M | 0.54% | +659+2.2% | Added |
| Bokf, NA | 32,655 | $10.4M | 0.18% | −1,121−3.3% | Reduced |
| Massmutual Trust Co FSB | 30,919 | $10.3M | 0.29% | +2,777+9.9% | Added |
| Plato Investment Management Ltd | 30,726 | $10.3M | 0.76% | +862+2.9% | Added |
| Channing Capital Management, LLC | 30,834 | $10.3M | 0.27% | −3,435−10.0% | Reduced |
| Level Four Advisory Services, LLC | 30,757 | $10.3M | 0.42% | +1,231+4.2% | Added |
| Park Avenue Securities LLC | 30,708 | $10.3M | 0.11% | +4,704+18.1% | Added |
| Bank of Nova Scotia Trust Co | 30,690 | $10.3M | 1.08% | +1,422+4.9% | Added |
| River Road Asset Management, LLC | 30,483 | $10.2M | 0.14% | +1,355+4.7% | Added |
| AIA Group Ltd | 30,449 | $10.2M | 0.25% | +6,421+26.7% | Added |
| Callahan Advisors, LLC | 30,366 | $10.2M | 0.96% | +377+1.3% | Added |
| Apollon Wealth Management, LLC | 30,365 | $10.2M | 0.23% | +4,564+17.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,354 | $10.1M | 0.22% | −358−1.2% | Reduced |
| Prana Capital Management, LP | 30,320 | $10.1M | 0.48% | +27,253+888.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 30,302 | $10.1M | 2.80% | −5,911−16.3% | Reduced |
| Caisse des Depots Et Consignations | 30,191 | $10.1M | 0.50% | +30,191 | New |
| Calamos Wealth Management LLC | 29,809 | $9.97M | 0.50% | +26,545+813.3% | Added |
| Hudson Bay Capital Management LP | 29,779 | $9.96M | 0.06% | −17,063−36.4% | Reduced |
| TD Private Client Wealth LLC | 29,384 | $9.82M | 0.27% | +12,501+74.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 29,314 | $9.80M | 0.73% | +2,508+9.4% | Added |
| Premier Fund Managers Ltd | 29,120 | $9.78M | 0.35% | +29,120 | New |
| Rheos Capital Works Inc. | 29,000 | $9.70M | 0.54% | +29,000 | New |
| Maytus Capital Management, LLC | 29,000 | $9.70M | 3.39% | +29,000 | New |
| Wedbush Securities Inc | 28,898 | $9.66M | 0.34% | −956−3.2% | Reduced |
| Horizon Investments, LLC | 28,826 | $9.64M | 0.28% | +6,248+27.7% | Added |
| Bayesian Capital Management, LP | 28,768 | $9.62M | 1.18% | +28,768 | New |
| Marsico Capital Management LLC | 28,653 | $9.58M | 0.26% | +28,653 | New |
| Wormser Freres Gestion | 28,181 | $9.51M | 5.65% | −891−3.1% | Reduced |
| Allstate Corp | 28,368 | $9.48M | 0.28% | +27,534+3,301.4% | Added |
| Simplex Trading, LLC | 28,203 | $9.43M | 0.27% | +9,985+54.8% | Added |
| Bleakley Financial Group, LLC | 28,114 | $9.40M | 0.28% | +1,391+5.2% | Added |
| MUFG Securities EMEA plc | 28,000 | $9.36M | 0.18% | −10,637−27.5% | Reduced |
| Shell Asset Management Co | 27,758 | $9.28M | 0.41% | +510+1.9% | Added |
| Wetherby Asset Management Inc | 27,715 | $9.27M | 0.44% | −237−0.8% | Reduced |
| Dillon & Associates Inc | 27,651 | $9.23M | 1.28% | +67+0.2% | Added |
| Intact Investment Management Inc. | 27,600 | $9.23M | 0.32% | +22,250+415.9% | Added |
| Beacon Investment Advisory Services, Inc. | 27,540 | $9.21M | 0.40% | −2,482−8.3% | Reduced |
| Fundamentun, LLC | 27,534 | $9.21M | 0.55% | −2,106−7.1% | Reduced |
| Hidden Lake Asset Management LP | 27,450 | $9.18M | 6.27% | +27,450 | New |
| Capital Fund Management S.A. | 27,398 | $9.16M | 0.09% | +27,398 | New |
| Empowered Funds, LLC | 27,374 | $9.15M | 0.13% | +649+2.4% | Added |
| Atlantic Union Bankshares Corp | 27,358 | $9.15M | 0.53% | +723+2.7% | Added |
| Knollwood Investment Advisory, LLC | 27,312 | $9.13M | 0.96% | +3,000+12.3% | Added |
| Cohen Klingenstein LLC | 27,300 | $9.13M | 0.31% | −1,000−3.5% | Reduced |
| Evercore Wealth Management, LLC | 27,270 | $9.12M | 0.14% | +250+0.9% | Added |
| Clark Capital Management Group, Inc. | 27,018 | $9.03M | 0.06% | +3,185+13.4% | Added |
| Selkirk Management LLC | 27,000 | $9.03M | 3.24% | 00.0% | Unchanged |
| First National Trust Co | 26,973 | $9.02M | 0.34% | −4,158−13.4% | Reduced |
| HB Wealth Management, LLC | 26,718 | $8.93M | 0.09% | +2,674+11.1% | Added |
| Cohen Capital Management, Inc. | 26,461 | $8.85M | 1.48% | 00.0% | Unchanged |
| Arrow Financial Corp | 26,223 | $8.77M | 0.83% | −120.0% | Reduced |
| Q Fund Management (Hong Kong) Ltd | 26,100 | $8.73M | 9.15% | +26,100 | New |
| Modera Wealth Management, LLC | 25,900 | $8.66M | 0.10% | +1,559+6.4% | Added |
| Morningstar Investment Services LLC | 25,751 | $8.61M | 0.78% | −247,116−90.6% | Reduced |
| Concurrent Investment Advisors, LLC | 51,666 | $8.61M | 0.23% | −2,008−3.7% | Reduced |
| First Nebraska Trust Co | 25,724 | $8.60M | 0.83% | +245+1.0% | Added |
| Brighton Jones LLC | 25,668 | $8.58M | 0.25% | +3,102+13.7% | Added |
| Sigma Planning Corp | 25,620 | $8.57M | 0.27% | +617+2.5% | Added |
| Strategic Advisors LLC | 25,530 | $8.54M | 1.54% | +222+0.9% | Added |
| Central Trust Co | 25,442 | $8.51M | 0.21% | +1,850+7.8% | Added |
| Venture Visionary Partners LLC | 25,404 | $8.49M | 0.36% | +2,262+9.8% | Added |
| Harvey Capital Management Inc | 25,306 | $8.46M | 1.99% | −3,830−13.1% | Reduced |
| HighPoint Advisor Group LLC | 25,872 | $8.44M | 0.46% | +2,826+12.3% | Added |
| BDF-Gestion | 25,137 | $8.40M | 0.87% | −3,266−11.5% | Reduced |
| Meridian Wealth Management, LLC | 25,134 | $8.40M | 0.40% | +1,405+5.9% | Added |
| Impax Asset Management Group plc | 25,116 | $8.40M | 0.04% | −61,828−71.1% | Reduced |
| Advisors Asset Management, Inc. | 25,016 | $8.36M | 0.15% | +2,933+13.3% | Added |
| L & S Advisors Inc | 24,935 | $8.34M | 0.91% | +18,542+290.0% | Added |