Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q2 2024

Institutional positions in Salesforce, Inc. as of Jun 30, 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: 2,630; −103 vs. Q1 2024
Shares held: 773.7M; −7.25M (−0.9%) vs. Q1 2024
Total value: $198.8B; −$36.0B (−15.3%) vs. Q1 2024
New holders: 182; 1,241 more added
Sold out: 285; 965 more reduced

36 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2024: 2,630 institutions

Value heldQ2 2024: $198.8B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q2 2024

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2024.

Institutions holding CRM in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$31	0.00%	0	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$302	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	3	$771	0.00%	−7−70.0%	Reduced
Princeton Global Asset Management LLC	3	$771	0.00%	00.0%	Unchanged
Insight Financial Services	3	$771	0.00%	00.0%	Unchanged
New Millennium Group LLC	4	$1.08K	0.00%	−6,413−99.9%	Reduced
Thomas J. Herzfeld Advisors, Inc.	5	$1.29K	0.00%	+5	New
Perritt Capital Management Inc	5	$1.29K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	6	$1.54K	0.00%	+6	New
DecisionPoint Financial, LLC	6	$1.55K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	7	$1.80K	0.00%	00.0%	Unchanged
Mattson Financial Services, LLC	8	$2.06K	0.00%	+8	New
Twin Lakes Capital Management, LLC	8	$2.06K	0.00%	00.0%	Unchanged
TD Capital Management LLC	9	$2.32K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	10	$2.57K	0.00%	−3−23.1%	Reduced
Cypress Capital, LLC	10	$2.57K	0.00%	+10	New
Providence Capital Advisors, LLC	11	$2.83K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	15	$3.00K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	12	$3.08K	0.00%	−53−81.5%	Reduced
Anfield Capital Management, LLC	12	$3.08K	0.00%	−13−52.0%	Reduced
Sanctuary Wealth Management, L.L.C.	13	$3.34K	0.00%	+7+116.7%	Added
Delos Wealth Advisors, LLC	13	$3.34K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	14	$3.59K	0.00%	−27−65.9%	Reduced
Lummis Asset Management, LP	14	$3.60K	0.00%	00.0%	Unchanged
FPC Investment Advisory, Inc.	15	$3.77K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	15	$4.00K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	17	$4.37K	0.00%	+4+30.8%	Added
WFA of San Diego, LLC	17	$4.37K	0.00%	+17	New
Riggs Asset Managment Co. Inc.	18	$4.63K	0.00%	−1−5.3%	Reduced
Lowe Wealth Advisors, LLC	18	$4.63K	0.00%	00.0%	Unchanged
PayPay Securities Corp	19	$4.88K	0.41%	+5+35.7%	Added
USA Financial Portformulas Corp	20	$5.14K	0.00%	−809−97.6%	Reduced
HighMark Wealth Management LLC	20	$5.14K	0.00%	00.0%	Unchanged
TruNorth Capital Management, LLC	21	$5.40K	0.00%	−31−59.6%	Reduced
Jackson, Grant Investment Advisers, Inc.	22	$5.66K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$6.00K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	24	$6.17K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	24	$6.17K	0.00%	+5+26.3%	Added
Provenance Wealth Advisors, LLC	25	$6.43K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	25	$6.43K	0.00%	+11+78.6%	Added
Carolina Wealth Advisors, LLC	26	$6.68K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	28	$7.20K	0.00%	+2+7.7%	Added
Godsey & Gibb Associates	30	$7.71K	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	31	$7.97K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	31	$7.97K	0.00%	+31	New
Hobbs Group Advisors, LLC	32	$8.23K	0.00%	+32	New
HHM Wealth Advisors, LLC	33	$8.48K	0.00%	−44−57.1%	Reduced
New Age Alpha Advisors, LLC	35	$9.00K	0.00%	−5,965−99.4%	Reduced
Robinswood Financial LLC	35	$9.00K	0.00%	+32+1,066.7%	Added
Beaird Harris Wealth Management, LLC	38	$9.64K	0.00%	+20+111.1%	Added
DiNuzzo Private Wealth, Inc.	40	$10.3K	0.00%	+6+17.6%	Added
Morton Brown Family Wealth, LLC	42	$10.4K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	42	$10.8K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	44	$11.3K	0.00%	−467−91.4%	Reduced
Hoey Investments, Inc	45	$11.6K	0.00%	−105−70.0%	Reduced
New England Capital Financial Advisors LLC	45	$11.6K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	50	$12.0K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$12.0K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	47	$12.0K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	47	$12.1K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	47	$12.1K	0.01%	+47	New
Atticus Wealth Management, LLC	47	$12.1K	0.00%	+11+30.6%	Added
Macroview Investment Management LLC	48	$12.4K	0.01%	−120−71.4%	Reduced
Legacy Bridge, LLC	50	$12.9K	0.01%	−4,873−99.0%	Reduced
Mechanics Financial Corp	50	$12.9K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	50	$12.9K	0.02%	00.0%	Unchanged
SWS Partners	50	$12.9K	0.00%	+50	New
Cultivar Capital, Inc.	50	$12.9K	0.01%	+50	New
Fairfield Financial Advisors, LTD	50	$12.9K	0.00%	+50	New
Vermillion & White Wealth Management Group, LLC	51	$13.1K	0.01%	00.0%	Unchanged
Park Circle Co	54	$13.9K	0.01%	00.0%	Unchanged
PFS Partners, LLC	58	$14.9K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	59	$15.2K	0.00%	00.0%	Unchanged
Trust Co	60	$15.4K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	62	$15.9K	0.01%	00.0%	Unchanged
First PREMIER Bank	63	$16.0K	0.00%	00.0%	Unchanged
Naples Money Management LLC	63	$16.1K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	63	$16.2K	0.00%	−168−72.7%	Reduced
LGT Financial Advisors LLC	63	$16.2K	0.03%	+63	New
Proffitt & Goodson Inc	64	$16.5K	0.00%	+64	New
Foster Dykema Cabot & Partners, LLC	65	$16.7K	0.00%	−3−4.4%	Reduced
Kelly Financial Services LLC	67	$17.2K	0.01%	−22−24.7%	Reduced
Oliver Lagore Vanvalin Investment Group	67	$17.2K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	68	$17.5K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	69	$17.7K	0.01%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	69	$17.7K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	70	$18.0K	0.01%	00.0%	Unchanged
Pineridge Advisors LLC	75	$19.3K	0.01%	−5−6.3%	Reduced
Sugarloaf Wealth Management, LLC	76	$19.5K	0.00%	00.0%	Unchanged
Wiser Advisor Group LLC	78	$19.8K	0.03%	+1+1.3%	Added
Knott David M Jr	77	$20.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	80	$20.6K	0.00%	−12−13.0%	Reduced
Valued Wealth Advisors LLC	80	$20.6K	0.01%	+6+8.1%	Added
Hallmark Capital Management Inc	80	$20.6K	0.00%	+80	New
Bruce G. Allen Investments, LLC	81	$20.8K	0.02%	+13+19.1%	Added
Islay Capital Management, LLC	85	$21.9K	0.02%	+85	New
Cohen & Steers, Inc.	89	$23.0K	0.00%	00.0%	Unchanged
NCP Inc.	91	$23.4K	0.01%	+40+78.4%	Added
Stephenson National Bank & Trust	93	$23.9K	0.01%	−57−38.0%	Reduced
Avion Wealth	96	$24.0K	0.01%	+33+52.4%	Added