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
- 2,629
- −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
- 1,240 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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 6,118 | $1.57M | 0.97% | −4,129−40.3% | Reduced |
| Stablepoint Partners, LLC | 6,097 | $1.58M | 0.31% | −743−10.9% | Reduced |
| Cooper Financial Group | 6,145 | $1.58M | 0.23% | −398−6.1% | Reduced |
| Redmond Asset Management, LLC | 6,149 | $1.58M | 0.52% | −463−7.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,150 | $1.58M | 0.11% | +24+0.4% | Added |
| Concord Wealth Partners | 6,152 | $1.58M | 0.28% | −600−8.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,170 | $1.59M | 0.60% | +671+12.2% | Added |
| Unique Wealth, LLC | 6,174 | $1.59M | 0.42% | +2,528+69.3% | Added |
| Pine Valley Investments Ltd Liability Co | 6,181 | $1.59M | 0.12% | −204−3.2% | Reduced |
| Strengthening Families & Communities, LLC | 6,205 | $1.59M | 0.46% | +763+14.0% | Added |
| Canopy Partners, LLC | 6,205 | $1.60M | 0.74% | −55−0.9% | Reduced |
| Regatta Capital Group, LLC | 6,249 | $1.61M | 0.35% | +357+6.1% | Added |
| Coastline Trust Co | 6,268 | $1.61M | 0.19% | −4,151−39.8% | Reduced |
| ORG Partners LLC | 6,295 | $1.61M | 0.20% | +6,068+2,673.1% | Added |
| PFG Investments, LLC | 6,276 | $1.61M | 0.12% | −7,063−52.9% | Reduced |
| Pictet Bank & Trust Ltd | 6,276 | $1.61M | 1.65% | +250+4.1% | Added |
| First County Bank | 6,282 | $1.62M | 0.83% | −407−6.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,283 | $1.62M | 0.66% | −11,541−64.7% | Reduced |
| Quadcap Wealth Management, LLC | 6,297 | $1.62M | 0.29% | +170+2.8% | Added |
| Rossmore Private Capital | 6,320 | $1.62M | 0.21% | +37+0.6% | Added |
| StoneX Group Inc. | 6,327 | $1.63M | 0.13% | +770+13.9% | Added |
| EverSource Wealth Advisors, LLC | 6,315 | $1.63M | 0.11% | +411+7.0% | Added |
| Central Bank & Trust Co | 6,360 | $1.64M | 0.23% | +2,561+67.4% | Added |
| Invera Wealth Advisors, LLC | 6,532 | $1.64M | 1.68% | −213−3.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,398 | $1.64M | 0.27% | +127+2.0% | Added |
| Plancorp, LLC | 6,400 | $1.65M | 0.07% | −31−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 6,407 | $1.65M | 0.48% | +72+1.1% | Added |
| IMA Wealth, Inc. | 6,423 | $1.65M | 0.73% | +144+2.3% | Added |
| Axiom Advisory, LLC | 6,176 | $1.65M | 0.02% | +6,176 | New |
| Sonora Investment Management Group, LLC | 5,491 | $1.65M | 0.13% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 6,435 | $1.65M | 0.91% | −684−9.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,439 | $1.66M | 0.34% | +736+12.9% | Added |
| Altrafin AG | 6,443 | $1.66M | 0.61% | +6,443 | New |
| InTrack Investment Management Inc | 6,476 | $1.67M | 1.18% | +1,332+25.9% | Added |
| GPS Wealth Strategies Group, LLC | 6,484 | $1.67M | 0.25% | −174−2.6% | Reduced |
| Lewis Asset Management, LLC | 6,492 | $1.67M | 1.28% | −57−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,495 | $1.67M | 0.32% | +2,377+57.7% | Added |
| Grandview Asset Management LLC | 6,497 | $1.67M | 0.98% | −270−4.0% | Reduced |
| Americana Partners, LLC | 6,499 | $1.67M | 0.13% | +1,502+30.1% | Added |
| Deltec Asset Management LLC | 6,500 | $1.67M | 0.32% | +1,750+36.8% | Added |
| Interval Partners, LP | 6,526 | $1.68M | 0.05% | −29,474−81.9% | Reduced |
| Keel Point, LLC | 6,591 | $1.68M | 0.15% | +997+17.8% | Added |
| Eagle Strategies LLC | 6,533 | $1.68M | 0.32% | +4,591+236.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $1.68M | 0.88% | +55+0.8% | Added |
| Saturna Capital CORP | 6,547 | $1.68M | 0.02% | +197+3.1% | Added |
| St. Johns Investment Management Company, LLC | 6,550 | $1.68M | 0.80% | +716+12.3% | Added |
| Atlas Brown,Inc. | 6,560 | $1.69M | 0.60% | +72+1.1% | Added |
| First Pacific Financial | 6,564 | $1.69M | 0.43% | +184+2.9% | Added |
| Steinberg Asset Management LLC | 6,566 | $1.69M | 1.32% | −411−5.9% | Reduced |
| LifePlan Financial, LLC | 6,641 | $1.71M | 1.57% | −239−3.5% | Reduced |
| Capital Investment Advisors, LLC | 6,646 | $1.71M | 0.04% | +212+3.3% | Added |
| Nations Financial Group Inc, | 6,646 | $1.71M | 0.14% | +197+3.1% | Added |
| Paradigm Asset Management Co LLC | 6,650 | $1.71M | 0.48% | +2,900+77.3% | Added |
| Proequities, Inc. | 6,665 | $1.71M | 0.11% | +819+14.0% | Added |
| Granger Management LLC | 6,668 | $1.71M | 0.29% | +2,010+43.2% | Added |
| Leelyn Smith, LLC | 6,677 | $1.72M | 0.33% | +496+8.0% | Added |
| F/M Investments LLC | 6,685 | $1.72M | 0.06% | −387−5.5% | Reduced |
| Heritage Trust Co | 6,720 | $1.73M | 0.23% | +192+2.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,739 | $1.73M | 0.40% | +557+9.0% | Added |
| Koshinski Asset Management, Inc. | 6,868 | $1.73M | 0.16% | −978−12.5% | Reduced |
| Aviance Capital Partners, LLC | 6,764 | $1.74M | 0.25% | −257−3.7% | Reduced |
| Northstar Group, Inc. | 6,851 | $1.76M | 0.33% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 6,853 | $1.76M | 0.08% | +34+0.5% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,860 | $1.76M | 0.70% | +114+1.7% | Added |
| 1776 Wealth LLC | 6,864 | $1.76M | 0.79% | +216+3.2% | Added |
| Camden Capital, LLC | 6,910 | $1.78M | 0.14% | +474+7.4% | Added |
| Schmidt P J Investment Management Inc | 6,911 | $1.78M | 0.32% | +15+0.2% | Added |
| Compton Wealth Advisory Group, LLC | 6,912 | $1.78M | 0.47% | +162+2.4% | Added |
| Brandywine Managers, LLC | 6,913 | $1.78M | 1.88% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 6,915 | $1.78M | 0.03% | −2,465−26.3% | Reduced |
| KPP Advisory Services LLC | 6,921 | $1.78M | 0.47% | +487+7.6% | Added |
| Elmwood Wealth Management, Inc. | 6,942 | $1.78M | 0.79% | −40−0.6% | Reduced |
| Gs Investments, Inc. | 6,946 | $1.79M | 0.84% | −23−0.3% | Reduced |
| Cypress Capital Group | 6,969 | $1.79M | 0.21% | −50−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 6,990 | $1.80M | 0.51% | −418−5.6% | Reduced |
| Doheny Asset Management | 6,998 | $1.80M | 1.28% | +6,998 | New |
| RV Capital GmbH | 7,000 | $1.80M | 0.43% | +7,000 | New |
| Robertson Stephens Wealth Management, LLC | 7,017 | $1.80M | 0.09% | +164+2.4% | Added |
| Clear Harbor Asset Management, LLC | 7,021 | $1.81M | 0.16% | +536+8.3% | Added |
| Naples Global Advisors, LLC | 7,031 | $1.81M | 0.18% | +4,375+164.7% | Added |
| GAMMA Investing LLC | 7,036 | $1.81M | 0.25% | +2,382+51.2% | Added |
| Okabena Investment Services Inc | 7,053 | $1.81M | 0.58% | −1,503−17.6% | Reduced |
| Intrust Bank NA | 7,113 | $1.83M | 0.19% | −371−5.0% | Reduced |
| Power Wealth Management LLC | 7,122 | $1.83M | 0.87% | +309+4.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,125 | $1.83M | 0.07% | +94+1.3% | Added |
| Crestline Management, LP | 7,129 | $1.83M | 0.14% | −16,096−69.3% | Reduced |
| Vivid Wealth Management, LLC | 7,135 | $1.83M | 1.03% | +4,840+210.9% | Added |
| Optas, LLC | 7,135 | $1.83M | 0.47% | −674−8.6% | Reduced |
| Optiver Holding B.V. | 7,177 | $1.85M | 0.04% | −81,425−91.9% | Reduced |
| Joseph Group Capital Management | 7,181 | $1.85M | 0.96% | +111+1.6% | Added |
| Wolf Group Capital Advisors | 7,182 | $1.85M | 0.73% | −341−4.5% | Reduced |
| Aptus Capital Advisors, LLC | 7,193 | $1.85M | 0.04% | +538+8.1% | Added |
| Nelson Capital Management, LLC | 7,193 | $1.85M | 0.33% | +260+3.8% | Added |
| United Bank | 7,227 | $1.86M | 0.93% | −987−12.0% | Reduced |
| M&G Plc | 7,235 | $1.86M | 0.01% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 7,245 | $1.86M | 1.34% | −3,179−30.5% | Reduced |
| Cito Capital Group, LLC | 7,250 | $1.86M | 0.72% | −500−6.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,234 | $1.87M | 0.07% | +128+1.8% | Added |
| VeraBank, N.A. | 7,264 | $1.87M | 0.58% | −50−0.7% | Reduced |
| Change Path, LLC | 7,271 | $1.87M | 0.09% | −249−3.3% | Reduced |