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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DAGCO, Inc. | 2,507 | $644.5K | 0.29% | +2,507 | New |
| Global Endowment Management, LP | 2,509 | $645.1K | 0.07% | −521−17.2% | Reduced |
| Confluence Wealth Services, Inc. | 2,512 | $645.9K | 0.05% | +408+19.4% | Added |
| Sunflower Bank, N.A. | 2,513 | $646.1K | 0.15% | −59−2.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $646.3K | 0.43% | −20−0.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,658 | $648.5K | 0.35% | +735+38.2% | Added |
| Catalyst Private Wealth, LLC | 2,523 | $648.7K | 0.34% | +532+26.7% | Added |
| Park Edge Advisors, LLC | 2,528 | $650.0K | 0.20% | −1,158−31.4% | Reduced |
| JB Capital LLC | 2,531 | $650.8K | 0.04% | +400+18.8% | Added |
| Kapstone Financial Advisors LLC | 2,532 | $651.0K | 0.43% | −139−5.2% | Reduced |
| Onefund, LLC | 2,535 | $651.7K | 0.71% | +24+1.0% | Added |
| Global Trust Asset Management, LLC | 2,537 | $652.3K | 0.26% | −133−5.0% | Reduced |
| Key Financial Inc | 2,547 | $654.8K | 0.16% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,548 | $655.2K | 0.21% | −111−4.2% | Reduced |
| FineMark National Bank & Trust | 2,551 | $655.9K | 0.02% | −4,223−62.3% | Reduced |
| State of Wyoming | 2,552 | $656.1K | 0.11% | +897+54.2% | Added |
| Kozak & Associates, Inc. | 2,515 | $656.4K | 0.16% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 2,555 | $657.0K | 0.20% | +992+63.5% | Added |
| Greenwich Wealth Management LLC | 2,557 | $657.0K | 0.05% | −6−0.2% | Reduced |
| New Republic Capital, LLC | 2,556 | $657.3K | 0.33% | +437+20.6% | Added |
| Garden State Investment Advisory Services LLC | 2,557 | $657.7K | 0.23% | +216+9.2% | Added |
| Balboa Wealth Partners | 2,562 | $658.7K | 0.17% | +1,044+68.8% | Added |
| Magnus Financial Group LLC | 2,567 | $660.1K | 0.07% | +372+16.9% | Added |
| Inscription Capital, LLC | 2,579 | $663.1K | 0.11% | +26+1.0% | Added |
| Beaumont Financial Advisors, LLC | 2,583 | $664.0K | 0.05% | +113+4.6% | Added |
| Drive Wealth Management, LLC | 2,586 | $664.8K | 0.18% | +50+2.0% | Added |
| BIP Wealth, LLC | 2,593 | $666.7K | 0.05% | +78+3.1% | Added |
| Appleton Partners Inc | 2,621 | $674.0K | 0.05% | −48−1.8% | Reduced |
| Eads & Heald Wealth Management | 2,634 | $677.0K | 0.33% | +200+8.2% | Added |
| Ramiah Investment Group | 2,637 | $678.0K | 0.66% | +2,637 | New |
| Castleview Partners, LLC | 2,638 | $678.2K | 0.39% | +208+8.6% | Added |
| Malaga Cove Capital, LLC | 2,640 | $678.7K | 0.28% | −43−1.6% | Reduced |
| Gradient Investments LLC | 2,641 | $679.0K | 0.02% | −42,314−94.1% | Reduced |
| Drucker Wealth 3.0, LLC | 2,642 | $679.3K | 0.18% | +2,642 | New |
| Fayez Sarofim & Co | 2,646 | $680.3K | 0.00% | −271−9.3% | Reduced |
| Financial Advisory Service, Inc. | 2,648 | $680.8K | 0.06% | +300+12.8% | Added |
| Valmark Advisers, Inc. | 2,657 | $683.1K | 0.01% | −703−20.9% | Reduced |
| Savvy Advisors, Inc. | 2,666 | $685.4K | 0.22% | +1,278+92.1% | Added |
| Carret Asset Management, LLC | 2,679 | $688.8K | 0.08% | +5+0.2% | Added |
| Poehling Capital Management, LLC | 2,681 | $689.3K | 0.19% | +2,681 | New |
| Austin Private Wealth, LLC | 2,687 | $690.8K | 0.07% | −104−3.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,687 | $690.9K | 0.59% | −205−7.1% | Reduced |
| OneAscent Financial Services LLC | 2,686 | $691.0K | 0.10% | +215+8.7% | Added |
| Osterweis Capital Management Inc | 2,695 | $692.9K | 0.04% | −100−3.6% | Reduced |
| Alta Advisers Ltd | 2,700 | $694.2K | 0.33% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,645 | $696.1K | 0.14% | −211−7.4% | Reduced |
| High Note Wealth, LLC | 2,712 | $697.3K | 0.21% | +48+1.8% | Added |
| Seaport Global Advisors, LLC | 2,715 | $698.0K | 2.50% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,716 | $698.3K | 0.15% | −500−15.5% | Reduced |
| Mathes Company, Inc. | 2,725 | $701.0K | 0.25% | −100−3.5% | Reduced |
| Angeles Investment Advisors, LLC | 2,773 | $712.9K | 0.04% | +211+8.2% | Added |
| Evermay Wealth Management LLC | 2,779 | $714.5K | 0.11% | +900+47.9% | Added |
| Exane Asset Management | 2,790 | $717.3K | 0.50% | +2,790 | New |
| King Wealth | 2,802 | $720.0K | 0.12% | +2,132+318.2% | Added |
| Cascade Investment Group, Inc. | 2,810 | $722.5K | 0.56% | −110−3.8% | Reduced |
| S&CO Inc | 2,839 | $729.0K | 0.05% | −132−4.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,839 | $729.9K | 0.02% | +240+9.2% | Added |
| Avitas Wealth Management LLC | 2,855 | $734.0K | 0.11% | −153−5.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,861 | $735.4K | 0.10% | −216−7.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,872 | $738.4K | 0.08% | +1,385+93.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,919 | $745.0K | 0.01% | +936+47.2% | Added |
| TFG Advisers LLC | 2,912 | $748.7K | 0.29% | +92+3.3% | Added |
| Bienville Capital Management, LLC | 2,924 | $751.8K | 0.18% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,927 | $752.5K | 0.34% | +975+49.9% | Added |
| Burford Brothers, Inc. | 2,928 | $752.8K | 0.44% | +395+15.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,939 | $754.0K | 0.39% | +13+0.4% | Added |
| Alpha Family Trust | 2,935 | $754.6K | 0.44% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,940 | $755.9K | 0.25% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 2,951 | $758.6K | 0.11% | +1,333+82.4% | Added |
| Correct Capital Wealth Management | 2,951 | $758.7K | 0.18% | +1,915+184.8% | Added |
| Consilium Wealth Advisory, LLC | 2,960 | $761.0K | 0.42% | −1,249−29.7% | Reduced |
| Kensington Investment Counsel, LLC | 2,963 | $761.8K | 0.34% | +560+23.3% | Added |
| Midland Wealth Advisors LLC | 2,969 | $763.3K | 0.05% | +24+0.8% | Added |
| Tranquility Partners, LLC | 2,974 | $764.6K | 0.29% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,979 | $765.9K | 0.16% | +175+6.2% | Added |
| First Citizens Bank & Trust Co | 3,008 | $773.4K | 0.01% | +248+9.0% | Added |
| Meridian Investment Counsel Inc. | 3,013 | $774.6K | 0.25% | +733+32.1% | Added |
| Marcum Wealth, LLC | 3,015 | $775.2K | 0.08% | +59+2.0% | Added |
| Wealth Advisors of Iowa, LLC | 3,024 | $777.6K | 0.43% | +5+0.2% | Added |
| Smithfield Trust Co | 3,017 | $778.0K | 0.04% | −142−4.5% | Reduced |
| Corvex Management LP | 3,032 | $779.5K | 0.04% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 3,034 | $780.0K | 0.27% | +219+7.8% | Added |
| Roman Butler Fullerton & Co | 3,089 | $780.1K | 0.25% | −4,797−60.8% | Reduced |
| Centiva Capital, LP | 3,045 | $782.9K | 0.04% | −2,413−44.2% | Reduced |
| Virtus ETF Advisers LLC | 3,052 | $784.7K | 0.38% | +316+11.5% | Added |
| Milestone Asset Management, LLC | 3,063 | $787.5K | 0.20% | −306−9.1% | Reduced |
| BluePath Capital Management, LLC | 3,064 | $787.8K | 0.56% | +766+33.3% | Added |
| Parkside Financial Bank & Trust | 3,065 | $788.0K | 0.12% | −95−3.0% | Reduced |
| Quent Capital, LLC | 3,067 | $788.6K | 0.09% | −9−0.3% | Reduced |
| Aviso Wealth Management | 3,075 | $790.7K | 0.47% | +302+10.9% | Added |
| KG&L Capital Management,LLC | 3,079 | $791.7K | 0.27% | +1,563+103.1% | Added |
| Larson Financial Group LLC | 3,081 | $792.2K | 0.05% | +2,063+202.7% | Added |
| Meadow Creek Wealth Advisors LLC | 3,098 | $796.5K | 0.75% | −125−3.9% | Reduced |
| Simon Quick Advisors, LLC | 3,102 | $797.6K | 0.06% | −1,148−27.0% | Reduced |
| River & Mercantile Asset Management LLP | 3,107 | $799.0K | 0.22% | −4,777−60.6% | Reduced |
| Soltis Investment Advisors LLC | 3,114 | $800.6K | 0.08% | −20,326−86.7% | Reduced |
| Davis R M Inc | 3,119 | $801.9K | 0.02% | −25−0.8% | Reduced |
| Cyr Financial Inc. | 3,140 | $807.3K | 0.81% | +3,140 | New |
| Harbour Investments, Inc. | 3,147 | $809.1K | 0.03% | −11−0.3% | Reduced |
| Capital Management Associates | 3,150 | $809.9K | 0.96% | 00.0% | Unchanged |