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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 8,880 | $2.28M | 0.04% | −52,102−85.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,903 | $2.29M | 0.72% | +5+0.1% | Added |
| Fidelis Capital Partners, LLC | 9,543 | $2.29M | 0.33% | +320+3.5% | Added |
| Principle Wealth Partners LLC | 8,924 | $2.29M | 0.17% | −59−0.7% | Reduced |
| Segment Wealth Management, LLC | 8,942 | $2.30M | 0.17% | +361+4.2% | Added |
| Gibbs Wealth Management | 8,967 | $2.31M | 0.93% | +2,954+49.1% | Added |
| Triangle Securities Wealth Management | 9,028 | $2.32M | 0.66% | +43+0.5% | Added |
| Adviser Investments LLC | 9,031 | $2.32M | 0.03% | −10,637−54.1% | Reduced |
| Wealth Alliance | 9,032 | $2.32M | 0.30% | −2,325−20.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,052 | $2.33M | 1.50% | −31−0.3% | Reduced |
| Norway Savings Bank | 9,087 | $2.34M | 1.33% | +743+8.9% | Added |
| Welch & Forbes LLC | 9,244 | $2.34M | 0.03% | +353+4.0% | Added |
| Congress Park Capital LLC | 9,115 | $2.34M | 0.94% | +6,080+200.3% | Added |
| Private Trust Co NA | 9,126 | $2.35M | 0.25% | −1,465−13.8% | Reduced |
| CoreCap Advisors, LLC | 9,137 | $2.35M | 0.24% | +781+9.3% | Added |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.35M | 0.81% | 00.0% | Unchanged |
| Winton Group Ltd | 9,161 | $2.36M | 0.16% | −2,102−18.7% | Reduced |
| Great Lakes Retirement, Inc. | 9,214 | $2.37M | 0.32% | +874+10.5% | Added |
| Fulton Bank, N.A. | 9,231 | $2.37M | 0.10% | +125+1.4% | Added |
| Boomfish Wealth Group, LLC | 9,274 | $2.38M | 1.54% | +711+8.3% | Added |
| Premier Path Wealth Partners, LLC | 9,280 | $2.39M | 0.41% | +534+6.1% | Added |
| Stamos Capital Partners, L.P. | 9,310 | $2.39M | 0.51% | +4,450+91.6% | Added |
| Teamwork Financial Advisors, LLC | 9,374 | $2.41M | 0.36% | +3,789+67.8% | Added |
| Nikulski Financial, Inc. | 9,379 | $2.41M | 0.77% | +733+8.5% | Added |
| Atomi Financial Group, Inc. | 9,410 | $2.42M | 0.18% | +1,503+19.0% | Added |
| Scharf Investments, LLC | 9,480 | $2.44M | 0.07% | +3,232+51.7% | Added |
| Jump Financial, LLC | 9,531 | $2.45M | 0.05% | −4,245−30.8% | Reduced |
| Financial Engines Advisors L.L.C. | 9,551 | $2.46M | 0.01% | −232−2.4% | Reduced |
| Connable Office Inc | 9,556 | $2.46M | 0.26% | −2,596−21.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 9,587 | $2.46M | 1.21% | +139+1.5% | Added |
| Moneta Group Investment Advisors LLC | 9,600 | $2.47M | 0.04% | +1,076+12.6% | Added |
| Herbst Group, LLC | 9,610 | $2.47M | 1.50% | −200−2.0% | Reduced |
| Legacy Private Trust Co. | 9,713 | $2.50M | 0.18% | +745+8.3% | Added |
| Werba Rubin Papier Wealth Management | 9,720 | $2.50M | 0.69% | +3,882+66.5% | Added |
| Advisors Capital Management, LLC | 9,744 | $2.50M | 0.04% | +5,476+128.3% | Added |
| M Holdings Securities, Inc. | 9,770 | $2.51M | 0.32% | +9,770 | New |
| Burns J W & Co Inc | 9,764 | $2.51M | 0.34% | +929+10.5% | Added |
| Dakota Wealth Management | 9,823 | $2.53M | 0.06% | −17,253−63.7% | Reduced |
| Cigna Investments Inc | 9,839 | $2.53M | 0.47% | −143−1.4% | Reduced |
| AnglePoint Asset Management Ltd | 9,850 | $2.53M | 2.66% | +9,850 | New |
| Aft, Forsyth & Company, Inc. | 9,854 | $2.53M | 1.29% | +658+7.2% | Added |
| Boltwood Capital Management | 9,873 | $2.54M | 0.79% | −169−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 9,875 | $2.54M | 1.13% | −313−3.1% | Reduced |
| 180 Wealth Advisors, LLC | 10,117 | $2.54M | 0.41% | −1,411−12.2% | Reduced |
| Flagship Harbor Advisors, LLC | 9,895 | $2.54M | 0.15% | +791+8.7% | Added |
| Clarius Group, LLC | 9,909 | $2.55M | 0.18% | −352−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,909 | $2.55M | 0.26% | +523+5.6% | Added |
| BigSur Wealth Management LLC | 9,930 | $2.55M | 0.78% | +650+7.0% | Added |
| Institute for Wealth Management, LLC. | 9,945 | $2.56M | 0.34% | +939+10.4% | Added |
| Graypoint LLC | 9,949 | $2.56M | 0.18% | −1,249−11.2% | Reduced |
| Conscious Wealth Investments, LLC | 9,992 | $2.56M | 1.84% | +81+0.8% | Added |
| Verde Capital Management | 9,963 | $2.56M | 0.81% | +2,126+27.1% | Added |
| Mizuho Securities Co. Ltd. | 10,000 | $2.57M | 5.98% | +9,630+2,602.7% | Added |
| Audent Global Asset Management, LLC | 10,000 | $2.57M | 2.68% | +10,000 | New |
| Moody National Bank Trust Division | 10,005 | $2.57M | 0.20% | +518+5.5% | Added |
| Cetera Trust Company, N.A | 10,006 | $2.57M | 1.62% | −910−8.3% | Reduced |
| Ronald Blue Trust, Inc. | 8,545 | $2.57M | 0.04% | +1,564+22.4% | Added |
| WealthShield Partners, LLC | 10,019 | $2.58M | 0.39% | +1,024+11.4% | Added |
| Pinnacle Wealth Management, LLC | 10,092 | $2.59M | 3.24% | +365+3.8% | Added |
| Wealthcare Advisory Partners LLC | 10,117 | $2.60M | 0.08% | +3,354+49.6% | Added |
| J.W. Cole Advisors, Inc. | 10,151 | $2.61M | 0.12% | −126−1.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,195 | $2.62M | 0.60% | +315+3.2% | Added |
| Sculati Wealth Management, LLC | 10,207 | $2.62M | 1.12% | +53+0.5% | Added |
| Two Sigma Investments, LP | 10,216 | $2.63M | 0.01% | +10,216 | New |
| Asahi Life Asset Management Co., Ltd. | 10,220 | $2.63M | 1.81% | −3,918−27.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,221 | $2.63M | 0.09% | −304−2.9% | Reduced |
| Delta Investment Management, LLC | 10,347 | $2.66M | 0.59% | +429+4.3% | Added |
| Kampmann Melissa S. | 10,369 | $2.67M | 1.95% | −1,091−9.5% | Reduced |
| WSFS Capital Management, LLC | 10,384 | $2.67M | 0.15% | −247−2.3% | Reduced |
| Cable Hill Partners, LLC | 10,404 | $2.67M | 0.29% | −97−0.9% | Reduced |
| Processus Wealth & Capital Management, LLC | 10,434 | $2.68M | 2.22% | −36−0.3% | Reduced |
| GPM Growth Investors, Inc. | 10,439 | $2.68M | 1.14% | +10,439 | New |
| Executive Wealth Management, LLC | 10,467 | $2.69M | 0.49% | −248−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,478 | $2.69M | 0.68% | +1,372+15.1% | Added |
| Northstar Advisory Group, LLC | 10,497 | $2.70M | 1.55% | +53+0.5% | Added |
| Roberts Wealth Advisors, LLC | 10,692 | $2.70M | 0.92% | +242+2.3% | Added |
| IHT Wealth Management, LLC | 10,572 | $2.72M | 0.10% | +1,316+14.2% | Added |
| Perpetual Ltd | 10,571 | $2.72M | 0.03% | +847+8.7% | Added |
| Sumitomo Life Insurance Co | 10,620 | $2.73M | 0.06% | −1,385−11.5% | Reduced |
| Citizens Business Bank | 10,651 | $2.74M | 0.58% | −315−2.9% | Reduced |
| EFG Asset Management (North America) Corp. | 10,656 | $2.74M | 0.47% | −419−3.8% | Reduced |
| RFG Advisory, LLC | 10,693 | $2.75M | 0.09% | +4,255+66.1% | Added |
| Roundview Capital LLC | 10,698 | $2.75M | 0.22% | −1,389−11.5% | Reduced |
| Hancock Whitney Corp | 10,719 | $2.76M | 0.09% | −271−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,741 | $2.76M | 0.14% | +3,809+54.9% | Added |
| Capital Wealth Planning, LLC | 10,743 | $2.76M | 0.03% | +312+3.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,743 | $2.76M | 0.23% | +8,990+512.8% | Added |
| OV Management LLC | 10,746 | $2.76M | 1.93% | +102+1.0% | Added |
| Community Financial Services Group, LLC | 10,753 | $2.76M | 0.60% | +698+6.9% | Added |
| Qtron Investments LLC | 10,807 | $2.78M | 0.40% | −931−7.9% | Reduced |
| Portfolio Design Labs, LLC | 10,840 | $2.79M | 0.86% | +1,950+21.9% | Added |
| Icon Wealth Advisors, LLC | 10,777 | $2.79M | 0.25% | −10,814−50.1% | Reduced |
| Warren Averett Asset Management, LLC | 10,852 | $2.79M | 0.05% | +1,189+12.3% | Added |
| Western Wealth Management, LLC | 10,858 | $2.79M | 0.21% | +771+7.6% | Added |
| Exchange Traded Concepts, LLC | 10,940 | $2.81M | 0.07% | −27,012−71.2% | Reduced |
| Strategic Advocates LLC | 10,943 | $2.81M | 1.12% | +863+8.6% | Added |
| Douglass Winthrop Advisors, LLC | 10,994 | $2.83M | 0.06% | −656−5.6% | Reduced |
| Insigneo Advisory Services, LLC | 11,836 | $2.83M | 0.32% | +9,485+403.4% | Added |
| Lake Street Financial LLC | 11,022 | $2.83M | 0.37% | +962+9.6% | Added |
| Relative Value Partners Group, LLC | 11,022 | $2.83M | 0.37% | +8,280+302.0% | Added |