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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 3,153 | $810.6K | 0.05% | −48−1.5% | Reduced |
| Allstate Corp | 3,162 | $813.0K | 0.07% | −241−7.1% | Reduced |
| First National Bank | 3,162 | $813.0K | 0.60% | −72−2.2% | Reduced |
| Maia Wealth LLC | 3,220 | $814.2K | 0.25% | +3,220 | New |
| BSW Wealth Partners | 3,169 | $814.8K | 0.13% | −41−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,171 | $815.3K | 0.03% | −50−1.6% | Reduced |
| Cromwell Holdings LLC | 3,188 | $819.6K | 0.49% | +3,188 | New |
| Wolff Wiese Magana LLC | 3,193 | $820.9K | 0.65% | +503+18.7% | Added |
| My Legacy Advisors, LLC | 3,201 | $823.0K | 0.26% | +341+11.9% | Added |
| Essex Financial Services, Inc. | 3,312 | $825.0K | 0.06% | +464+16.3% | Added |
| Bullock Wealth Management Group | 3,220 | $825.1K | 0.54% | +148+4.8% | Added |
| Copperwynd Financial, LLC | 3,197 | $827.3K | 0.27% | +599+23.1% | Added |
| Continuum Advisory, LLC | 3,222 | $828.4K | 0.12% | +207+6.9% | Added |
| Rinkey Investments | 3,227 | $829.9K | 0.30% | +3,227 | New |
| Belpointe Asset Management LLC | 3,230 | $830.6K | 0.06% | −1,308−28.8% | Reduced |
| Baron Wealth Management LLC | 3,242 | $833.5K | 0.43% | −65−2.0% | Reduced |
| Calamos Wealth Management LLC | 3,253 | $836.3K | 0.04% | −101−3.0% | Reduced |
| Prossimo Advisors, LLC | 3,261 | $838.0K | 0.76% | +1,469+82.0% | Added |
| Principal Street Partners, LLC | 3,263 | $838.9K | 0.15% | +90+2.8% | Added |
| Northern Oak Wealth Management Inc | 3,299 | $848.2K | 0.10% | +1,333+67.8% | Added |
| Staley Capital Advisers Inc | 3,305 | $849.7K | 0.04% | −160−4.6% | Reduced |
| FLC Capital Advisors | 3,312 | $851.5K | 0.21% | +112+3.5% | Added |
| Kirtland Hills Capital Management, LLC | 3,313 | $851.8K | 0.71% | +159+5.0% | Added |
| Alpha Cubed Investments, LLC | 3,316 | $852.6K | 0.04% | −24−0.7% | Reduced |
| Chemung Canal Trust Co | 3,335 | $857.4K | 0.17% | −15,671−82.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,336 | $857.7K | 0.01% | −831−19.9% | Reduced |
| Monetary Management Group Inc | 3,365 | $865.1K | 0.23% | −675−16.7% | Reduced |
| Ironwood Investment Counsel, LLC | 3,385 | $870.4K | 0.16% | −40−1.2% | Reduced |
| Arcus Capital Partners, LLC | 3,387 | $870.8K | 0.34% | +3,387 | New |
| Ted Buchan & Co | 3,388 | $871.1K | 0.47% | +2,251+198.0% | Added |
| Angeles Wealth Management, LLC | 3,393 | $872.3K | 0.08% | −845−19.9% | Reduced |
| Symmetry Partners, LLC | 3,397 | $873.0K | 0.04% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,400 | $874.1K | 0.48% | +158+4.9% | Added |
| Ecofi Investissements SA | 3,750 | $874.6K | 0.49% | +3,750 | New |
| Resonant Capital Advisors, LLC | 3,438 | $883.9K | 0.07% | +212+6.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,445 | $885.8K | 0.13% | +101+3.0% | Added |
| Investment Partners Asset Management, Inc. | 3,446 | $886.0K | 0.79% | −589−14.6% | Reduced |
| Sage Mountain Advisors LLC | 3,446 | $886.1K | 0.08% | +15+0.4% | Added |
| Watershed Private Wealth LLC | 3,461 | $889.8K | 0.38% | −10.0% | Reduced |
| Tectonic Advisors LLC | 3,477 | $893.8K | 0.06% | +27+0.8% | Added |
| Gryphon Financial Partners LLC | 3,484 | $895.8K | 0.13% | +323+10.2% | Added |
| First Commonwealth Financial Corp | 3,487 | $896.5K | 0.23% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,504 | $900.9K | 0.09% | +247+7.6% | Added |
| Wealth Alliance Advisory Group, LLC | 3,509 | $902.2K | 0.20% | +874+33.2% | Added |
| XML Financial, LLC | 3,522 | $905.6K | 0.09% | +174+5.2% | Added |
| Brown Capital Management LLC | 3,545 | $911.4K | 0.02% | −56−1.6% | Reduced |
| Sky Investment Group LLC | 3,548 | $912.2K | 0.17% | −13−0.4% | Reduced |
| Lokken Investment Group LLC | 3,553 | $913.5K | 0.43% | −40−1.1% | Reduced |
| Financial Insights, Inc. | 3,566 | $916.8K | 0.25% | −639−15.2% | Reduced |
| HF Advisory Group, LLC | 3,589 | $922.8K | 0.48% | −590−14.1% | Reduced |
| Greystone Financial Group, LLC | 3,595 | $924.3K | 0.18% | −41−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 3,599 | $925.4K | 0.47% | +716+24.8% | Added |
| Old Point Trust & Financial Services N A | 3,602 | $926.1K | 0.36% | +1,449+67.3% | Added |
| Palumbo Wealth Management LLC | 3,604 | $926.6K | 0.39% | +765+26.9% | Added |
| L2 Asset Management, LLC | 3,622 | $931.2K | 0.28% | +358+11.0% | Added |
| Aspire Private Capital, LLC | 3,628 | $932.7K | 0.24% | +144+4.1% | Added |
| Formidable Asset Management, LLC | 3,639 | $935.7K | 0.15% | +339+10.3% | Added |
| Ipswich Investment Management Co., Inc. | 3,640 | $935.8K | 0.22% | +31+0.9% | Added |
| Glen Eagle Advisors, LLC | 3,646 | $937.4K | 0.17% | +18+0.5% | Added |
| Seed Wealth Management, Inc. | 3,650 | $938.4K | 0.82% | −40−1.1% | Reduced |
| Curbstone Financial Management Corp | 3,666 | $942.5K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,673 | $944.3K | 0.16% | +191+5.5% | Added |
| Anchor Investment Management, LLC | 3,709 | $953.6K | 0.10% | +195+5.5% | Added |
| Oder Investment Management, LLC | 3,711 | $954.1K | 0.86% | −100−2.6% | Reduced |
| Kraematon Investment Advisors, Inc | 3,723 | $957.2K | 0.97% | +417+12.6% | Added |
| Moseley Investment Management Inc | 3,725 | $957.7K | 0.44% | −178−4.6% | Reduced |
| Sterling Investment Counsel, LLC | 3,726 | $958.0K | 0.38% | +166+4.7% | Added |
| Element Capital Management LLC | 3,743 | $962.3K | 0.07% | −673−15.2% | Reduced |
| Perennial Investment Advisors, LLC | 3,761 | $966.7K | 0.14% | +117+3.2% | Added |
| Icapital Wealth LLC | 3,780 | $971.8K | 0.53% | +871+29.9% | Added |
| Liberty One Investment Management, LLC | 3,792 | $975.0K | 0.11% | +3,356+769.7% | Added |
| Augustine Asset Management Inc | 3,797 | $976.2K | 0.38% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,803 | $977.7K | 0.07% | +590+18.4% | Added |
| Delta Financial Advisors LLC | 3,810 | $979.5K | 0.38% | +2+0.1% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $982.4K | 0.94% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,839 | $987.0K | 0.08% | +230+6.4% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 3,842 | $987.8K | 0.52% | −7,327−65.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,871 | $995.2K | 0.53% | +150+4.0% | Added |
| BFSG, LLC | 3,871 | $995.2K | 0.13% | −19−0.5% | Reduced |
| LCM Capital Management Inc | 3,872 | $995.5K | 0.62% | +75+2.0% | Added |
| Convergence Financial, LLC | 3,875 | $996.3K | 0.26% | +3,875 | New |
| Oxford Asset Management LLP | 3,877 | $996.8K | 0.98% | +3,877 | New |
| Gen-Wealth Partners Inc | 3,893 | $1.00M | 0.48% | +208+5.6% | Added |
| Prostatis Group LLC | 3,825 | $1.00M | 0.35% | +3,825 | New |
| Newman Dignan & Sheerar, Inc. | 3,912 | $1.01M | 0.26% | −119−3.0% | Reduced |
| Claro Advisors LLC | 3,926 | $1.01M | 0.16% | −166−4.1% | Reduced |
| Romano Brothers and Company | 3,940 | $1.01M | 0.14% | −99−2.5% | Reduced |
| CNB Bank | 3,946 | $1.01M | 0.49% | +2,451+163.9% | Added |
| Beck Bode, LLC | 3,949 | $1.02M | 0.20% | −2,380−37.6% | Reduced |
| Vise Technologies, Inc. | 3,954 | $1.02M | 0.18% | +1,174+42.2% | Added |
| Allred Capital Management, LLC | 3,960 | $1.02M | 0.39% | +246+6.6% | Added |
| Legacy Advisors, LLC | 3,963 | $1.02M | 0.12% | −1,152−22.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,983 | $1.02M | 0.26% | +30+0.8% | Added |
| Raelipskie Partnership | 3,984 | $1.02M | 0.55% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,987 | $1.02M | 0.08% | −212−5.0% | Reduced |
| Sage Rhino Capital LLC | 3,995 | $1.03M | 0.25% | −47−1.2% | Reduced |
| Souders Financial Advisors | 4,018 | $1.03M | 0.16% | +3,267+435.0% | Added |
| HM Payson & Co | 4,036 | $1.04M | 0.02% | −144−3.4% | Reduced |
| Prudent Man Advisors, LLC | 4,047 | $1.04M | 0.37% | +136+3.5% | Added |
| Octavia Wealth Advisors, LLC | 4,048 | $1.04M | 0.14% | +243+6.4% | Added |