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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 24,905 | $8.33M | 3.36% | +78+0.3% | Added |
| SP Asset Management LLC | 24,865 | $8.31M | 0.70% | −732−2.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,820 | $8.30M | 0.46% | −1,153−4.4% | Reduced |
| Pioneer Trust Bank N A | 24,779 | $8.28M | 2.08% | +780+3.3% | Added |
| Spinnaker Trust | 24,722 | $8.27M | 0.52% | +41+0.2% | Added |
| KMG Fiduciary Partners, LLC | 24,648 | $8.24M | 0.68% | +549+2.3% | Added |
| Marietta Wealth Management, LLC | 24,581 | $8.22M | 1.18% | +310+1.3% | Added |
| Concentric Capital Strategies, LP | 24,472 | $8.18M | 0.52% | +17,690+260.8% | Added |
| National Asset Management, Inc. | 24,437 | $8.18M | 0.27% | −3,162−11.5% | Reduced |
| Hantz Financial Services, Inc. | 24,298 | $8.12M | 0.14% | +1,406+6.1% | Added |
| Equitable Holdings, Inc. | 24,152 | $8.07M | 0.08% | +1,287+5.6% | Added |
| Zions Bancorporation, N.A. | 24,136 | $8.07M | 0.51% | +6,270+35.1% | Added |
| Bank Hapoalim BM | 24,135 | $8.07M | 1.30% | +1,259+5.5% | Added |
| Trifecta Capital Advisors, LLC | 24,071 | $8.05M | 1.59% | +771+3.3% | Added |
| Mission Wealth Management, LP | 24,031 | $8.03M | 0.19% | +4,457+22.8% | Added |
| Evelyn Partners Investment Management LLP | 24,029 | $8.03M | 0.26% | +24,029 | New |
| Johnson Investment Counsel Inc | 23,963 | $8.01M | 0.08% | −186−0.8% | Reduced |
| Summit Global Investments | 23,938 | $8.00M | 0.50% | +60.0% | Added |
| Asio Capital, LLC | 23,920 | $8.00M | 1.51% | −151−0.6% | Reduced |
| F/M Investments LLC | 23,886 | $7.99M | 0.29% | +17,250+259.9% | Added |
| Boston Financial Mangement LLC | 23,821 | $7.96M | 0.24% | −45−0.2% | Reduced |
| Jag Capital Management, LLC | 23,706 | $7.93M | 1.11% | +22,797+2,507.9% | Added |
| Generali Investments, Management Co LLC | 23,566 | $7.88M | 2.04% | +23,566 | New |
| Eastover Investment Advisors LLC | 23,512 | $7.86M | 3.68% | −662−2.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 23,483 | $7.86M | 0.74% | +2,101+9.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,479 | $7.85M | 0.68% | −2,704−10.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 23,394 | $7.82M | 2.26% | +154+0.7% | Added |
| GFI Investment Counsel Ltd. | 23,305 | $7.79M | 0.89% | +1,941+9.1% | Added |
| Moran Wealth Management, LLC | 23,263 | $7.78M | 0.25% | −289−1.2% | Reduced |
| Clean Yield Group | 23,201 | $7.76M | 2.47% | −62−0.3% | Reduced |
| Ceera Investments, LLC | 23,198 | $7.76M | 2.66% | −315−1.3% | Reduced |
| Selective Wealth Management, Inc. | 23,944 | $7.75M | 3.15% | −1,472−5.8% | Reduced |
| Webster Bank, N. A. | 23,139 | $7.74M | 0.83% | −696−2.9% | Reduced |
| Van Strum & Towne Inc. | 23,109 | $7.73M | 2.72% | +166+0.7% | Added |
| Zevenbergen Capital Investments LLC | 23,100 | $7.72M | 0.16% | +8,100+54.0% | Added |
| Everence Capital Management Inc | 23,040 | $7.70M | 0.50% | −1,800−7.2% | Reduced |
| V-Square Quantitative Management LLC | 23,032 | $7.70M | 1.09% | +1,164+5.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,029 | $7.70M | 0.50% | 00.0% | Unchanged |
| Longbow Finance SA | 22,986 | $7.68M | 0.84% | +1,089+5.0% | Added |
| SFMG, LLC | 22,965 | $7.68M | 0.61% | −383−1.6% | Reduced |
| Renaissance Investment Group LLC | 22,933 | $7.67M | 1.62% | +1,656+7.8% | Added |
| We Are One Seven, LLC | 22,917 | $7.66M | 0.29% | −42−0.2% | Reduced |
| Wahed Invest LLC | 22,916 | $7.66M | 1.27% | +390+1.7% | Added |
| Twin Capital Management Inc | 22,902 | $7.66M | 0.84% | +402+1.8% | Added |
| Engineers Gate Manager LP | 22,879 | $7.65M | 0.13% | +22,879 | New |
| Coldstream Capital Management Inc | 22,794 | $7.62M | 0.16% | −216−0.9% | Reduced |
| DRW Securities, LLC | 22,758 | $7.61M | 0.51% | +13,496+145.7% | Added |
| Plimoth Trust Co LLC | 22,753 | $7.61M | 1.95% | −261−1.1% | Reduced |
| Allworth Financial LP | 22,818 | $7.59M | 0.04% | +1,153+5.3% | Added |
| St Germain D J Co Inc | 22,676 | $7.58M | 0.34% | +57+0.3% | Added |
| Kornitzer Capital Management Inc | 22,638 | $7.57M | 0.15% | −3,024−11.8% | Reduced |
| Vision Capital Management, Inc. | 22,631 | $7.57M | 1.11% | +37+0.2% | Added |
| United Services Automobile Association | 22,585 | $7.55M | 0.25% | −96−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 22,573 | $7.55M | 0.58% | +3,239+16.8% | Added |
| Triavera Capital LLC | 22,573 | $7.55M | 4.54% | +22,573 | New |
| Hamilton Capital Partners, LLC | 22,517 | $7.53M | 4.75% | +22,517 | New |
| Diversify Wealth Management, LLC | 23,680 | $7.53M | 0.59% | +7,335+44.9% | Added |
| Optas, LLC | 22,512 | $7.53M | 1.62% | +15,270+210.9% | Added |
| Thoroughbred Financial Services, LLC | 22,344 | $7.47M | 0.46% | +665+3.1% | Added |
| Essex Investment Management Co LLC | 22,000 | $7.36M | 1.32% | −452−2.0% | Reduced |
| Hemenway Trust Co LLC | 21,897 | $7.32M | 0.59% | +19,202+712.5% | Added |
| Capstone Investment Advisors, LLC | 21,686 | $7.25M | 0.07% | +20,952+2,854.5% | Added |
| Family Management Corp | 21,600 | $7.22M | 1.17% | +918+4.4% | Added |
| Roanoke Asset Management Corp | 21,565 | $7.21M | 2.32% | −600−2.7% | Reduced |
| Argent Trust Co | 21,525 | $7.20M | 0.29% | +1,189+5.8% | Added |
| Square Wave Partners, L.P. | 21,438 | $7.17M | 6.91% | +21,438 | New |
| Square Wave Capital, LLC | 21,438 | $7.17M | 6.91% | +21,438 | New |
| Trust Co of Kansas | 21,345 | $7.14M | 3.43% | −445−2.0% | Reduced |
| RB Capital Management, LLC | 21,210 | $7.09M | 1.66% | −32−0.2% | Reduced |
| Mondrian Investment Partners LTD | 20,722 | $7.08M | 0.12% | −27,983−57.5% | Reduced |
| Integrated Wealth Concepts LLC | 21,159 | $7.07M | 0.08% | +2,379+12.7% | Added |
| Hillman Capital Management, Inc. | 21,157 | $7.07M | 2.62% | −48−0.2% | Reduced |
| Iowa State Bank | 21,069 | $7.04M | 1.47% | −367−1.7% | Reduced |
| Meridian Management Co | 21,022 | $7.03M | 1.85% | −1,402−6.3% | Reduced |
| CTC LLC | 20,903 | $6.99M | 0.71% | −99,941−82.7% | Reduced |
| Fragasso Group Inc. | 20,861 | $6.97M | 0.53% | −1,652−7.3% | Reduced |
| Sandler Capital Management | 20,798 | $6.95M | 1.14% | +20,798 | New |
| Golden State Equity Partners | 20,782 | $6.95M | 1.33% | −1,411−6.4% | Reduced |
| Virtu Financial LLC | 20,718 | $6.93M | 0.37% | +20,718 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,630 | $6.93M | 2.75% | +26+0.1% | Added |
| Citizens Business Bank | 16,880 | $6.92M | 1.29% | +6,408+61.2% | Added |
| Red Door Wealth Management, LLC | 20,680 | $6.91M | 1.06% | +1,451+7.5% | Added |
| NorthRock Partners, LLC | 20,653 | $6.91M | 0.23% | −1,940−8.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 20,619 | $6.89M | 3.52% | −5,973−22.5% | Reduced |
| Gotham Asset Management, LLC | 20,612 | $6.89M | 0.07% | −11,541−35.9% | Reduced |
| Meritage Portfolio Management | 20,609 | $6.89M | 0.43% | −438−2.1% | Reduced |
| Greater Midwest Financial Group, LLC | 20,538 | $6.87M | 4.35% | −138−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 20,405 | $6.82M | 0.46% | −461−2.2% | Reduced |
| Strategic Blueprint, LLC | 20,391 | $6.82M | 0.41% | +1,949+10.6% | Added |
| YHB Investment Advisors, Inc. | 20,158 | $6.74M | 0.55% | +925+4.8% | Added |
| Bailard, Inc. | 20,124 | $6.73M | 0.17% | +64+0.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.73M | 2.26% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 20,100 | $6.72M | 0.94% | −3,100−13.4% | Reduced |
| Bridge Creek Capital Management LLC | 20,094 | $6.72M | 2.07% | −361−1.8% | Reduced |
| SeaBridge Investment Advisors LLC | 20,080 | $6.71M | 1.40% | +333+1.7% | Added |
| Linden Thomas Advisory Services, LLC | 20,046 | $6.70M | 0.85% | +891+4.7% | Added |
| Telemark Asset Management, LLC | 20,000 | $6.69M | 0.67% | +20,000 | New |
| Marathon Trading Investment Management LLC | 19,997 | $6.69M | 1.11% | +19,997 | New |
| Vise Technologies, Inc. | 19,974 | $6.68M | 0.56% | +4,558+29.6% | Added |
| Signaturefd, LLC | 19,821 | $6.63M | 0.13% | +956+5.1% | Added |