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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.04M | 0.68% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,062 | $1.04M | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,136 | $1.05M | 0.75% | +245+6.3% | Added |
| Millington Financial Advisors, LLC | 4,080 | $1.05M | 0.73% | +4,080 | New |
| Capital Markets Trading UK LLP | 4,082 | $1.05M | 0.77% | −2,181−34.8% | Reduced |
| Salem Investment Counselors Inc | 4,089 | $1.05M | 0.03% | +350+9.4% | Added |
| Payden & Rygel Investment Group | 4,100 | $1.05M | 0.09% | −54,400−93.0% | Reduced |
| Payden & Rygel | 4,100 | $1.05M | 0.09% | −54,400−93.0% | Reduced |
| Haverford Trust Co | 4,106 | $1.06M | 0.01% | +594+16.9% | Added |
| Diligent Investors, LLC | 4,106 | $1.06M | 0.26% | +45+1.1% | Added |
| Bank of Hawaii | 4,110 | $1.06M | 0.05% | −70−1.7% | Reduced |
| Viawealth, LLC | 4,124 | $1.06M | 0.66% | +850+26.0% | Added |
| Lebenthal Global Advisors, LLC | 4,137 | $1.06M | 0.23% | +160+4.0% | Added |
| Choate Investment Advisors | 4,140 | $1.06M | 0.03% | −142−3.3% | Reduced |
| MONECO Advisors, LLC | 4,149 | $1.07M | 0.16% | +1,490+56.0% | Added |
| PDS Planning, Inc | 4,153 | $1.07M | 0.11% | −142−3.3% | Reduced |
| Meridian Financial Partners LLC | 4,331 | $1.07M | 0.64% | +346+8.7% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.08M | 0.30% | +2,100+100.0% | Added |
| LMG Wealth Partners, LLC | 4,203 | $1.08M | 0.27% | +504+13.6% | Added |
| Terry L. Blaker | 4,206 | $1.08M | 0.04% | +898+27.1% | Added |
| Embree Financial Group | 4,206 | $1.08M | 0.21% | −111−2.6% | Reduced |
| KWB Wealth | 3,591 | $1.08M | 0.15% | −65−1.8% | Reduced |
| Michael B. Yongue | 4,209 | $1.08M | 0.93% | −132−3.0% | Reduced |
| Sentry Investment Management LLC | 4,221 | $1.08M | 0.48% | −1,233−22.6% | Reduced |
| Gsa Capital Partners LLP | 4,219 | $1.08M | 0.08% | +4,219 | New |
| International Assets Investment Management, LLC | 4,220 | $1.09M | 0.10% | −1,104−20.7% | Reduced |
| Dudley Capital Management, LLC | 4,223 | $1.09M | 0.61% | −205−4.6% | Reduced |
| Cove Private Wealth, LLC | 4,225 | $1.09M | 0.87% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,231 | $1.09M | 0.43% | −3−0.1% | Reduced |
| Csenge Advisory Group | 4,260 | $1.10M | 0.06% | +524+14.0% | Added |
| Jmac Enterprises LLC | 4,300 | $1.11M | 0.19% | +140+3.4% | Added |
| Buckingham Strategic Partners | 4,312 | $1.11M | 0.03% | −4,585−51.5% | Reduced |
| Hillsdale Investment Management Inc. | 4,315 | $1.11M | 0.09% | +800+22.8% | Added |
| Shariaportfolio, Inc. | 4,316 | $1.11M | 0.60% | +616+16.6% | Added |
| Oxford Wealth Group, LLC | 4,319 | $1.11M | 0.76% | +1,605+59.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,325 | $1.11M | 0.28% | −50−1.1% | Reduced |
| Essex Savings Bank | 4,326 | $1.11M | 0.30% | −156−3.5% | Reduced |
| MWA Asset Management | 4,327 | $1.11M | 0.79% | −105−2.4% | Reduced |
| Agf Management Ltd | 4,339 | $1.12M | 0.01% | +4,339 | New |
| NorthStar Asset Management LLC | 4,339 | $1.12M | 0.77% | +66+1.5% | Added |
| Birinyi Associates Inc | 4,358 | $1.12M | 0.34% | −1,707−28.1% | Reduced |
| Everhart Financial Group, Inc. | 4,371 | $1.12M | 0.29% | −3−0.1% | Reduced |
| Mather Group, LLC. | 3,738 | $1.13M | 0.01% | +1,958+110.0% | Added |
| Hohimer Wealth Management, LLC | 4,387 | $1.13M | 0.26% | +4,387 | New |
| Vista Wealth Management Group, LLC | 4,392 | $1.13M | 0.08% | +58+1.3% | Added |
| Fairscale Capital, LLC | 4,421 | $1.13M | 1.01% | +4,421 | New |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.14M | 0.93% | −36−0.8% | Reduced |
| Hilltop Holdings Inc. | 4,449 | $1.14M | 0.13% | −302−6.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,465 | $1.15M | 0.69% | −90−2.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,481 | $1.15M | 0.65% | −50−1.1% | Reduced |
| Quotient Wealth Partners, LLC | 4,520 | $1.16M | 0.04% | −278−5.8% | Reduced |
| Dohj, LLC | 4,527 | $1.16M | 0.29% | +3,494+338.2% | Added |
| Arrowroot Family Office, LLC | 4,538 | $1.17M | 0.75% | +185+4.2% | Added |
| Paragon Private Wealth Management, LLC | 4,556 | $1.17M | 0.66% | +620+15.8% | Added |
| Clare Market Investments LLC | 4,571 | $1.18M | 0.33% | −760−14.3% | Reduced |
| Bowman & Co S.C. | 4,567 | $1.18M | 0.68% | +402+9.7% | Added |
| Great Diamond Partners, LLC | 4,572 | $1.18M | 0.28% | −145−3.1% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.18M | 0.33% | 00.0% | Unchanged |
| Finivi Inc. | 4,575 | $1.18M | 0.97% | +54+1.2% | Added |
| First United Bank Trust | 4,577 | $1.18M | 0.44% | +45+1.0% | Added |
| Cornerstone Wealth Management, LLC | 4,580 | $1.18M | 0.09% | −22−0.5% | Reduced |
| Unique Wealth Strategies, LLC | 3,915 | $1.18M | 0.55% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 4,626 | $1.18M | 0.29% | +4,626 | New |
| Wallace Advisory Group, LLC | 4,608 | $1.18M | 0.85% | −45−1.0% | Reduced |
| Smith, Salley & Associates | 4,629 | $1.19M | 0.09% | −657−12.4% | Reduced |
| Marietta Investment Partners LLC | 4,636 | $1.19M | 0.26% | +580+14.3% | Added |
| Valley Brook Capital Group | 4,674 | $1.20M | 0.94% | +320+7.3% | Added |
| Western Pacific Wealth Management, LP | 4,689 | $1.21M | 0.91% | −85−1.8% | Reduced |
| Xcel Wealth Management, LLC | 4,697 | $1.21M | 0.38% | −10,047−68.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,701 | $1.21M | 0.11% | +522+12.5% | Added |
| Bank Ozk | 4,711 | $1.21M | 0.52% | +266+6.0% | Added |
| Bridges Investment Management Inc | 4,714 | $1.21M | 0.02% | +3,418+263.7% | Added |
| Ascension Asset Management LLC | 4,715 | $1.21M | 0.63% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,735 | $1.22M | 1.69% | +121+2.6% | Added |
| Focus Financial Network, Inc. | 4,863 | $1.22M | 0.05% | +306+6.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,760 | $1.22M | 0.61% | −223−4.5% | Reduced |
| Argent Advisors, Inc. | 4,774 | $1.23M | 0.49% | −226−4.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,796 | $1.23M | 0.62% | +1,143+31.3% | Added |
| Argus Investors' Counsel, Inc. | 4,800 | $1.23M | 0.76% | +1,023+27.1% | Added |
| Westside Investment Management, Inc. | 4,812 | $1.24M | 0.28% | +100+2.1% | Added |
| Perfromance Wealth Partners, LLC | 4,824 | $1.24M | 0.05% | +2,505+108.0% | Added |
| Strategic Investment Advisors | 4,832 | $1.24M | 0.15% | −161−3.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,842 | $1.24M | 0.46% | +502+11.6% | Added |
| Ayrshire Capital Management LLC | 4,848 | $1.25M | 0.64% | +292+6.4% | Added |
| Navellier & Associates Inc | 4,848 | $1.25M | 0.15% | −7−0.1% | Reduced |
| Orion Capital Management LLC | 4,854 | $1.25M | 0.66% | +39+0.8% | Added |
| Trillium Asset Management, LLC | 4,863 | $1.25M | 0.03% | −295−5.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,872 | $1.25M | 0.18% | −74−1.5% | Reduced |
| Catalyst Financial Partners LLC | 4,876 | $1.25M | 0.28% | +39+0.8% | Added |
| HBK Sorce Advisory LLC | 4,884 | $1.26M | 0.04% | −367−7.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,920 | $1.26M | 0.34% | −25−0.5% | Reduced |
| Semmax Financial Advisors Inc. | 4,971 | $1.27M | 0.38% | +2,123+74.5% | Added |
| Community Bank, N.A. | 4,925 | $1.27M | 0.17% | +4,086+487.0% | Added |
| Chemistry Wealth Management LLC | 4,950 | $1.27M | 0.33% | +24+0.5% | Added |
| Occidental Asset Management, LLC | 4,957 | $1.27M | 0.22% | +453+10.1% | Added |
| Sargent Investment Group, LLC | 4,958 | $1.27M | 0.26% | +21+0.4% | Added |
| Country Club Bank | 5,042 | $1.27M | 0.09% | +100+2.0% | Added |
| Ellevest, Inc. | 4,964 | $1.28M | 0.08% | +210+4.4% | Added |
| Connective Capital Management, LLC | 4,970 | $1.28M | 2.40% | +4,970 | New |
| Trust Point Inc. | 4,974 | $1.28M | 0.10% | −452−8.3% | Reduced |