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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 7,272 | $1.87M | 0.16% | −86−1.2% | Reduced |
| United Asset Strategies, Inc. | 7,273 | $1.87M | 0.18% | +33+0.5% | Added |
| Barings LLC | 7,283 | $1.87M | 0.05% | −1,517−17.2% | Reduced |
| Nilsine Partners, LLC | 7,286 | $1.87M | 0.25% | −191−2.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,289 | $1.87M | 0.03% | −7,047−49.2% | Reduced |
| 9258 Wealth Management, LLC | 7,296 | $1.88M | 0.29% | +83+1.2% | Added |
| Central Valley Advisors, LLC | 6,159 | $1.89M | 1.04% | +157+2.6% | Added |
| Shorepoint Capital Partners LLC | 7,341 | $1.89M | 0.44% | +1,270+20.9% | Added |
| Prana Capital Management, LP | 7,355 | $1.89M | 0.09% | −2,236−23.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,356 | $1.89M | 0.34% | −300−3.9% | Reduced |
| Berkshire Bank | 7,372 | $1.90M | 0.48% | −411−5.3% | Reduced |
| Kaizen Financial Strategies | 7,358 | $1.90M | 1.18% | +636+9.5% | Added |
| Bay Rivers Group | 7,433 | $1.91M | 0.99% | −22−0.3% | Reduced |
| Wrapmanager Inc | 7,470 | $1.92M | 0.53% | +99+1.3% | Added |
| WP Advisors, LLC | 7,485 | $1.92M | 0.61% | −45−0.6% | Reduced |
| Bard Financial Services, Inc. | 7,485 | $1.92M | 0.20% | +650+9.5% | Added |
| M&R Capital Management Inc | 7,491 | $1.93M | 0.46% | +2,099+38.9% | Added |
| Ingalls & Snyder LLC | 7,493 | $1.93M | 0.08% | −866−10.4% | Reduced |
| Harvest Fund Management Co., Ltd | 7,501 | $1.93M | 0.14% | −1,854−19.8% | Reduced |
| Grace & Mercy Foundation, Inc. | 7,500 | $1.93M | 0.44% | +2,000+36.4% | Added |
| TrinityPoint Wealth, LLC | 7,510 | $1.93M | 0.30% | −465−5.8% | Reduced |
| Kovack Advisors, Inc. | 7,523 | $1.93M | 0.21% | −3,729−33.1% | Reduced |
| Quadrant Capital Group LLC | 7,558 | $1.94M | 0.14% | −100−1.3% | Reduced |
| PFC Capital Group, Inc. | 7,570 | $1.95M | 0.97% | +55+0.7% | Added |
| Hudson Canyon Capital Management | 7,570 | $1.95M | 1.32% | −506−6.3% | Reduced |
| Graham Capital Management, L.P. | 7,605 | $1.96M | 0.07% | −31,024−80.3% | Reduced |
| Little House Capital LLC | 7,615 | $1.96M | 0.61% | +830+12.2% | Added |
| Renasant Bank | 7,623 | $1.96M | 1.35% | −126−1.6% | Reduced |
| GTS Securities LLC | 7,649 | $1.97M | 0.04% | −77,130−91.0% | Reduced |
| Cardiff Park Advisors, LLC | 7,664 | $1.97M | 0.19% | +22+0.3% | Added |
| Umpqua Bank | 7,674 | $1.97M | 0.76% | +194+2.6% | Added |
| Leo Wealth, LLC | 7,690 | $1.97M | 0.20% | +4,086+113.4% | Added |
| DeDora Capital, Inc. | 7,680 | $1.97M | 0.61% | +582+8.2% | Added |
| Center for Financial Planning, Inc. | 7,688 | $1.98M | 0.29% | +11+0.1% | Added |
| Wealthspire Advisors, LLC | 7,718 | $1.98M | 0.03% | +145+1.9% | Added |
| Ascent Wealth Partners, LLC | 7,722 | $1.99M | 0.29% | +94+1.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,755 | $1.99M | 0.78% | +218+2.9% | Added |
| GraniteShares Advisors LLC | 7,758 | $1.99M | 0.66% | +1,408+22.2% | Added |
| Penobscot Investment Management Company, Inc. | 7,791 | $2.00M | 0.19% | −14−0.2% | Reduced |
| Archford Capital Strategies, LLC | 7,814 | $2.01M | 0.33% | +703+9.9% | Added |
| Mirabella Financial Services LLP | 7,829 | $2.01M | 0.15% | −19,984−71.9% | Reduced |
| Field & Main Bank | 7,847 | $2.02M | 0.76% | −72−0.9% | Reduced |
| Albion Financial Group | 7,850 | $2.02M | 0.15% | −41−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 7,858 | $2.02M | 0.38% | −22−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,868 | $2.02M | 0.08% | +417+5.6% | Added |
| Buckingham Strategic Wealth, LLC | 7,885 | $2.03M | 0.02% | +1,229+18.5% | Added |
| L & S Advisors Inc | 7,891 | $2.03M | 0.23% | −10,612−57.4% | Reduced |
| Stonegate Investment Group, LLC | 7,893 | $2.03M | 0.06% | +722+10.1% | Added |
| Shepherd Financial Partners LLC | 7,923 | $2.04M | 0.26% | +19+0.2% | Added |
| South Dakota Investment Council | 7,928 | $2.04M | 0.04% | −9−0.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,933 | $2.04M | 1.00% | +1,301+19.6% | Added |
| TD Private Client Wealth LLC | 7,934 | $2.04M | 0.06% | −3,011−27.5% | Reduced |
| Navalign, LLC | 7,936 | $2.04M | 0.64% | +284+3.7% | Added |
| Meiji Yasuda Life Insurance Co | 7,980 | $2.05M | 0.04% | −31,563−79.8% | Reduced |
| Personal Cfo Solutions, LLC | 7,982 | $2.05M | 0.32% | −206−2.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.06M | 0.63% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,001 | $2.06M | 1.11% | +6,845+592.1% | Added |
| Cohen Investment Advisors LLC | 10,146 | $2.06M | 1.65% | −447−4.2% | Reduced |
| Skopos Labs, Inc. | 6,821 | $2.06M | 0.89% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 8,026 | $2.06M | 0.31% | +951+13.4% | Added |
| Wealth Management Partners, LLC | 8,043 | $2.07M | 1.01% | +132+1.7% | Added |
| Shaker Investments LLC | 8,085 | $2.08M | 0.90% | −30−0.4% | Reduced |
| Bangor Savings Bank | 8,097 | $2.08M | 0.21% | −65−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 8,107 | $2.08M | 1.64% | +1,175+17.0% | Added |
| Core Wealth Advisors, Inc. | 8,115 | $2.09M | 0.71% | −1,011−11.1% | Reduced |
| Pensionmark Financial Group, LLC | 8,122 | $2.09M | 0.13% | +8,122 | New |
| Charter Oak Capital Management, LLC | 8,139 | $2.09M | 0.22% | −897−9.9% | Reduced |
| Citizens & Northern Corp | 8,169 | $2.10M | 0.66% | −252−3.0% | Reduced |
| IFP Advisors, Inc | 8,185 | $2.10M | 0.08% | +1,982+32.0% | Added |
| Aspiriant, LLC | 8,207 | $2.11M | 0.09% | −2,287−21.8% | Reduced |
| Thrive Wealth Management, LLC | 8,232 | $2.12M | 0.41% | −454−5.2% | Reduced |
| Nicolet Bankshares Inc | 8,252 | $2.12M | 0.53% | −285−3.3% | Reduced |
| Edge Capital Group, LLC | 8,261 | $2.12M | 0.10% | +158+1.9% | Added |
| Orin Green Financial, LLC | 8,270 | $2.13M | 0.98% | – | – |
| FOCUS Wealth Advisors, LLC | 8,272 | $2.13M | 1.09% | +804+10.8% | Added |
| Applied Finance Capital Management, LLC | 8,287 | $2.13M | 0.10% | +8,287 | New |
| Chickasaw Capital Management LLC | 8,295 | $2.13M | 0.09% | −105−1.3% | Reduced |
| Park Place Capital Corp | 8,323 | $2.14M | 0.68% | −316−3.7% | Reduced |
| Sofos Investments, Inc. | 8,348 | $2.15M | 0.54% | −7,621−47.7% | Reduced |
| L.M. Kohn & Company | 8,365 | $2.15M | 0.58% | −361−4.1% | Reduced |
| Voya Financial Advisors, Inc. | 8,520 | $2.15M | 0.24% | +1,563+22.5% | Added |
| RMR Wealth Builders | 8,424 | $2.17M | 0.25% | −216−2.5% | Reduced |
| Fiduciary Group LLC | 8,434 | $2.17M | 0.23% | −90−1.1% | Reduced |
| Forum Financial Management, LP | 8,440 | $2.17M | 0.04% | +219+2.7% | Added |
| SageView Advisory Group, LLC | 8,446 | $2.17M | 0.10% | +5,383+175.7% | Added |
| New Insight Wealth Advisors | 8,471 | $2.18M | 1.28% | −146−1.7% | Reduced |
| Harvey Capital Management Inc | 8,475 | $2.18M | 0.57% | −100−1.2% | Reduced |
| Bell Bank | 8,488 | $2.18M | 0.18% | +788+10.2% | Added |
| Pinnacle Holdings, LLC | 8,512 | $2.19M | 0.89% | −145−1.7% | Reduced |
| Missouri Trust & Investment Co | 8,537 | $2.19M | 0.83% | −70−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 8,552 | $2.20M | 0.36% | −178−2.0% | Reduced |
| MV Capital Management, Inc. | 8,561 | $2.20M | 0.25% | +91+1.1% | Added |
| Avestar Capital, LLC | 8,597 | $2.21M | 0.24% | +1,776+26.0% | Added |
| Peterson Wealth Management | 8,603 | $2.21M | 1.37% | +2,158+33.5% | Added |
| EPG Wealth Management LLC | 0 | $2.22M | 0.52% | −8,264−100.0% | Reduced |
| AMG National Trust Bank | 8,669 | $2.23M | 0.06% | +183+2.2% | Added |
| Penserra Capital Management LLC | 8,720 | $2.24M | 0.03% | −5,179−37.3% | Reduced |
| TSFG, LLC | 8,740 | $2.25M | 0.53% | +6,945+386.9% | Added |
| Venturi Wealth Management, LLC | 7,083 | $2.26M | 0.13% | +1,440+25.5% | Added |
| Financial Advocates Investment Management | 8,848 | $2.27M | 0.14% | +1,360+18.2% | Added |