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 |
|---|---|---|---|---|---|
| David Loasby | 5,065 | $1.28M | 0.12% | +16+0.3% | Added |
| Castle Wealth Management LLC | 4,980 | $1.28M | 0.61% | +4,980 | New |
| Interchange Capital Partners, LLC | 4,997 | $1.28M | 0.47% | +2,413+93.4% | Added |
| Quinn Opportunity Partners LLC | 5,000 | $1.29M | 0.15% | +5,000 | New |
| TLWM | 5,007 | $1.29M | 0.28% | +73+1.5% | Added |
| Fiduciary Family Office, LLC | 5,014 | $1.29M | 0.51% | −406−7.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,029 | $1.29M | 0.42% | +50+1.0% | Added |
| Black Swift Group, LLC | 5,030 | $1.29M | 0.30% | +5,030 | New |
| Birchbrook, Inc. | 5,051 | $1.30M | 0.78% | −107−2.1% | Reduced |
| Coastwise Capital Group, LLC | 5,051 | $1.30M | 1.24% | +546+12.1% | Added |
| Emprise Bank | 5,060 | $1.30M | 0.80% | −28−0.6% | Reduced |
| Options Solutions, LLC | 5,061 | $1.30M | 0.78% | +3+0.1% | Added |
| BTG Pactual Asset Management US LLC | 5,064 | $1.30M | 0.33% | +5,064 | New |
| Aviso Financial Inc. | 5,067 | $1.30M | 0.07% | +5,067 | New |
| Pearl River Capital, LLC | 5,070 | $1.30M | 0.21% | −3,491−40.8% | Reduced |
| Moloney Securities Asset Management, LLC | 5,073 | $1.30M | 0.19% | −350−6.5% | Reduced |
| Weaver Capital Management LLC | 5,081 | $1.31M | 0.42% | +2,545+100.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,084 | $1.31M | 0.10% | −300−5.6% | Reduced |
| CIC Wealth, LLC | 5,084 | $1.31M | 0.36% | +770+17.8% | Added |
| DB Fitzpatrick & Co, Inc | 5,093 | $1.31M | 1.21% | +1,209+31.1% | Added |
| Intellectus Partners, LLC | 5,095 | $1.31M | 0.36% | −517−9.2% | Reduced |
| Carr Financial Group Corp | 5,113 | $1.31M | 0.42% | −857−14.4% | Reduced |
| Ancora Advisors, LLC | 5,133 | $1.32M | 0.03% | +2,117+70.2% | Added |
| Mainstay Capital Management LLC | 5,133 | $1.32M | 0.23% | +343+7.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 5,142 | $1.32M | 0.44% | −3,630−41.4% | Reduced |
| Stansberry Asset Management, LLC | 5,147 | $1.32M | 0.17% | −9,770−65.5% | Reduced |
| Cunning Capital Partners, LP | 5,150 | $1.32M | 0.75% | −2,325−31.1% | Reduced |
| Smartleaf Asset Management LLC | 5,250 | $1.33M | 0.22% | +876+20.0% | Added |
| Connective Portfolio Management, LLC | 5,170 | $1.33M | 2.16% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,202 | $1.34M | 0.06% | +2,670+105.5% | Added |
| Sapient Capital LLC | 5,243 | $1.35M | 0.03% | −388−6.9% | Reduced |
| Thor Investment Management Inc | 5,256 | $1.35M | 1.06% | +28+0.5% | Added |
| Secure Asset Management, LLC | 5,260 | $1.35M | 0.26% | +1,100+26.4% | Added |
| Privium Fund Management (UK) Ltd | 5,205 | $1.36M | 0.53% | −1,300−20.0% | Reduced |
| Apella Capital, LLC | 5,390 | $1.36M | 0.06% | −7−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,296 | $1.36M | 0.09% | −13,708−72.1% | Reduced |
| Flynn Zito Capital Management, LLC | 5,304 | $1.36M | 0.70% | −3,668−40.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,305 | $1.36M | 0.04% | −88−1.6% | Reduced |
| Cornerstone National Bank & Trust Co | 5,340 | $1.37M | 0.67% | +619+13.1% | Added |
| Ironwood Investment Management LLC | 5,363 | $1.38M | 0.74% | 00.0% | Unchanged |
| Syon Capital LLC | 5,363 | $1.38M | 0.13% | +7+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,373 | $1.38M | 0.36% | +329+6.5% | Added |
| St. Clair Advisors, LLC | 5,394 | $1.39M | 0.44% | +3,047+129.8% | Added |
| World Equity Group, Inc. | 5,402 | $1.39M | 0.41% | +350+6.9% | Added |
| Ballast, Inc. | 5,425 | $1.39M | 0.43% | +310+6.1% | Added |
| Guerra Pan Advisors, LLC | 5,453 | $1.40M | 1.17% | +975+21.8% | Added |
| Alta Wealth Advisors LLC | 5,459 | $1.40M | 0.70% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,462 | $1.40M | 0.19% | −837−13.3% | Reduced |
| Oxler Private Wealth LLC | 5,462 | $1.40M | 0.52% | +5+0.1% | Added |
| Sunbelt Securities, Inc. | 5,468 | $1.41M | 0.14% | −1,547−22.1% | Reduced |
| Dover Advisors, LLC | 5,477 | $1.41M | 0.87% | +2,301+72.4% | Added |
| Dearborn Partners LLC | 5,488 | $1.41M | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 5,595 | $1.41M | 0.34% | +5,595 | New |
| Stonebrook Private Inc. | 5,493 | $1.41M | 0.41% | +1,017+22.7% | Added |
| ProVise Management Group, LLC | 5,518 | $1.42M | 0.12% | +56+1.0% | Added |
| CX Institutional | 5,527 | $1.42M | 0.07% | −37−0.7% | Reduced |
| AlphaCore Capital LLC | 5,533 | $1.42M | 0.34% | +1,257+29.4% | Added |
| Harfst & Associates, Inc. | 5,540 | $1.42M | 0.33% | +203+3.8% | Added |
| Legal Advantage Investments, Inc. | 5,546 | $1.43M | 0.82% | −25−0.4% | Reduced |
| Davenport & Co LLC | 5,549 | $1.43M | 0.01% | +755+15.7% | Added |
| Northwest Bank & Trust Co | 5,550 | $1.43M | 1.19% | −268−4.6% | Reduced |
| 1st Source Bank | 5,569 | $1.43M | 0.08% | +1,496+36.7% | Added |
| Lindbrook Capital, LLC | 5,615 | $1.44M | 0.14% | −393−6.5% | Reduced |
| Quantum Private Wealth, LLC | 5,626 | $1.45M | 0.51% | −394−6.5% | Reduced |
| Capstone Triton Financial Group, LLC | 5,648 | $1.45M | 1.02% | +113+2.0% | Added |
| Fred Alger Management, LLC | 5,653 | $1.45M | 0.01% | −25,224−81.7% | Reduced |
| Lazari Capital Management, Inc. | 5,677 | $1.46M | 0.66% | +242+4.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,713 | $1.47M | 0.08% | −165,423−96.7% | Reduced |
| Chicago Trust Co NA | 5,714 | $1.47M | 0.30% | +82+1.5% | Added |
| Legacy Financial Advisors, Inc. | 5,716 | $1.47M | 0.26% | −114−2.0% | Reduced |
| KRS Capital Management, LLC | 5,716 | $1.47M | 1.10% | +10+0.2% | Added |
| Crown Wealth Group, LLC | 5,743 | $1.48M | 0.74% | +4,476+353.3% | Added |
| Future Fund LLC | 5,775 | $1.48M | 3.71% | +4,113+247.5% | Added |
| Granite Investment Partners, LLC | 5,756 | $1.48M | 0.06% | −8,926−60.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 5,780 | $1.49M | 0.29% | +2,127+58.2% | Added |
| Doliver Advisors, LP | 5,788 | $1.49M | 0.42% | −35−0.6% | Reduced |
| AA Financial Advisors, LLC | 5,799 | $1.49M | 0.53% | −219−3.6% | Reduced |
| Coastal Investment Advisors, Inc. | 5,805 | $1.49M | 0.29% | +1,475+34.1% | Added |
| Intact Investment Management Inc. | 5,820 | $1.50M | 0.06% | +2,250+63.0% | Added |
| Jacobi Capital Management LLC | 5,840 | $1.50M | 0.13% | −578−9.0% | Reduced |
| Riverview Capital Advisers, LLC | 5,852 | $1.50M | 0.51% | −47−0.8% | Reduced |
| Signet Financial Management, LLC | 5,864 | $1.51M | 0.20% | −26−0.4% | Reduced |
| Concord Asset Management, LLC | 5,870 | $1.51M | 0.37% | −96−1.6% | Reduced |
| Parcion Private Wealth LLC | 5,879 | $1.51M | 0.14% | +560+10.5% | Added |
| Rehmann Capital Advisory Group | 5,894 | $1.52M | 0.11% | +220+3.9% | Added |
| TRUE Private Wealth Advisors | 5,895 | $1.52M | 0.17% | +35+0.6% | Added |
| Scientech Research LLC | 5,918 | $1.52M | 0.31% | +3,048+106.2% | Added |
| Gilbert & Cook, Inc. | 5,927 | $1.52M | 0.22% | −603−9.2% | Reduced |
| Resources Management Corp | 5,942 | $1.53M | 0.22% | +323+5.7% | Added |
| Scott & Selber, Inc. | 5,956 | $1.53M | 0.49% | +97+1.7% | Added |
| Ramirez Asset Management, Inc. | 5,986 | $1.54M | 0.31% | +92+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 6,006 | $1.54M | 0.01% | −190,807−96.9% | Reduced |
| Acorn Financial Advisory Services Inc | 6,010 | $1.55M | 0.29% | +4+0.1% | Added |
| Signature Wealth Management Group | 6,012 | $1.55M | 0.68% | +1,643+37.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,019 | $1.55M | 0.05% | +504+9.1% | Added |
| Global X Japan Co., Ltd. | 6,034 | $1.55M | 0.22% | +6,034 | New |
| Oak Harvest Investment Services | 6,038 | $1.55M | 0.25% | −374−5.8% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.56M | 0.26% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 6,065 | $1.56M | 0.55% | +846+16.2% | Added |
| Platform Technology Partners | 6,102 | $1.57M | 0.54% | +6,102 | New |