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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 11,185 | $2.88M | 0.23% | +1,112+11.0% | Added |
| Trust Asset Management LLC | 11,221 | $2.88M | 0.24% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 11,261 | $2.90M | 0.15% | −1,677−13.0% | Reduced |
| Enterprise Bank & Trust Co | 11,288 | $2.90M | 0.99% | −7−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 11,346 | $2.92M | 0.14% | −38−0.3% | Reduced |
| Wright Investors Service Inc | 11,353 | $2.92M | 0.77% | +5,139+82.7% | Added |
| OMC Financial Services LTD | 11,359 | $2.92M | 1.38% | +21+0.2% | Added |
| Central Pacific Bank - Trust Division | 11,401 | $2.93M | 0.35% | −3,498−23.5% | Reduced |
| Ocean Capital Management, LLC | 11,424 | $2.94M | 0.97% | +98+0.9% | Added |
| Keeler Thomas Management LLC | 11,446 | $2.94M | 1.00% | +5,131+81.3% | Added |
| Lake Street Advisors Group, LLC | 11,485 | $2.95M | 0.14% | +296+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,483 | $2.95M | 0.13% | +7,153+165.2% | Added |
| Machina Capital S.A.S. | 11,514 | $2.96M | 1.33% | +11,514 | New |
| TBH Global Asset Management, LLC | 11,580 | $2.98M | 0.66% | +9,424+437.1% | Added |
| Paradigm Financial Partners, LLC | 11,595 | $2.98M | 0.44% | +461+4.1% | Added |
| First Hawaiian Bank | 11,701 | $3.01M | 0.10% | −4,265−26.7% | Reduced |
| New Hampshire Trust | 11,728 | $3.02M | 0.69% | +141+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,736 | $3.02M | 0.25% | −500−4.1% | Reduced |
| Investment House LLC | 11,741 | $3.02M | 0.17% | +9,348+390.6% | Added |
| Geneos Wealth Management Inc. | 11,830 | $3.04M | 0.14% | +450+4.0% | Added |
| Smithbridge Asset Management Inc | 11,846 | $3.05M | 0.63% | −2,116−15.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,898 | $3.06M | 0.67% | +645+5.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,907 | $3.06M | 2.09% | +63+0.5% | Added |
| Eisler Capital (UK) Ltd. | 11,924 | $3.07M | 1.00% | +5,512+86.0% | Added |
| DRW Securities, LLC | 11,947 | $3.07M | 0.19% | +8,559+252.6% | Added |
| Finer Wealth Management, Inc. | 11,947 | $3.07M | 1.98% | −246−2.0% | Reduced |
| Clear Rock Advisors, LLC | 11,964 | $3.08M | 1.31% | +11,964 | New |
| Norden Group LLC | 12,007 | $3.09M | 0.62% | −1,464−10.9% | Reduced |
| SeaCrest Wealth Management, LLC | 12,017 | $3.09M | 0.35% | −131−1.1% | Reduced |
| Rockline Wealth Management, LLC | 12,017 | $3.09M | 0.95% | +321+2.7% | Added |
| Wellington Shields Capital Management, LLC | 12,043 | $3.10M | 0.56% | +239+2.0% | Added |
| Asset Dedication, LLC | 12,072 | $3.10M | 0.22% | +158+1.3% | Added |
| Carmignac Gestion | 12,154 | $3.12M | 0.05% | −278,849−95.8% | Reduced |
| Green Harvest Asset Management LLC | 12,147 | $3.12M | 0.07% | +250+2.1% | Added |
| Alps Advisors Inc | 12,148 | $3.12M | 0.02% | +864+7.7% | Added |
| Glynn Capital Management LLC | 12,197 | $3.14M | 0.63% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,205 | $3.14M | 0.29% | −199−1.6% | Reduced |
| Artemis Investment Management LLP | 12,206 | $3.14M | 0.04% | −21,444−63.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 12,225 | $3.14M | 0.68% | −12,831−51.2% | Reduced |
| Redwood Investments, LLC | 14,324 | $3.16M | 1.08% | −880−5.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 12,306 | $3.16M | 0.58% | +438+3.7% | Added |
| Dynasty Wealth Management, LLC | 12,329 | $3.17M | 0.09% | +920+8.1% | Added |
| Soros Capital Management LLC | 12,346 | $3.17M | 1.74% | −57,457−82.3% | Reduced |
| RWM Asset Management, LLC | 12,369 | $3.18M | 0.57% | +12,369 | New |
| Harbor Investment Advisory, LLC | 29,088 | $3.20M | 0.33% | −554−1.9% | Reduced |
| Garrett Investment Advisors LLC | 12,458 | $3.20M | 0.37% | +203+1.7% | Added |
| Centaurus Financial, Inc. | 12,464 | $3.20M | 0.21% | +2,365+23.4% | Added |
| PKO Investment Management Joint-Stock Co | 12,590 | $3.24M | 0.40% | +3,000+31.3% | Added |
| Laurel Wealth Advisors LLC | 12,643 | $3.25M | 0.57% | −345−2.7% | Reduced |
| Independence Bank of Kentucky | 12,711 | $3.27M | 0.87% | +65+0.5% | Added |
| Ritholtz Wealth Management | 12,817 | $3.30M | 0.11% | −32−0.2% | Reduced |
| Harrell Investment Partners, LLC | 12,834 | $3.30M | 0.96% | +224+1.8% | Added |
| Icon Advisers Inc | 12,900 | $3.31M | 0.74% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,889 | $3.31M | 0.95% | +327+2.6% | Added |
| Savoie Capital LLC | 12,900 | $3.32M | 0.43% | 00.0% | Unchanged |
| Courier Capital LLC | 12,933 | $3.33M | 0.26% | +212+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 12,944 | $3.33M | 1.24% | +7,863+154.8% | Added |
| Gilliland Jeter Wealth Management LLC | 12,947 | $3.33M | 1.12% | −46−0.4% | Reduced |
| Clarity Capital Partners LLC | 12,976 | $3.34M | 2.04% | +1,249+10.7% | Added |
| Exor Capital LLP | 13,000 | $3.34M | 0.11% | +13,000 | New |
| Family Management Corp | 13,002 | $3.34M | 0.59% | +13,002 | New |
| Gilder Gagnon Howe & Co LLC | 13,035 | $3.35M | 0.04% | −12,287−48.5% | Reduced |
| Canal Capital Management, LLC | 13,063 | $3.36M | 0.57% | +384+3.0% | Added |
| Davidson Capital Management Inc. | 13,156 | $3.38M | 1.04% | +5,079+62.9% | Added |
| Wunderlich Capital Managemnt | 13,194 | $3.39M | 1.51% | +357+2.8% | Added |
| CastleKnight Management LP | 13,200 | $3.39M | 0.45% | +13,200 | New |
| Grove Bank & Trust | 13,316 | $3.42M | 0.55% | +378+2.9% | Added |
| Savant Capital, LLC | 13,364 | $3.44M | 0.03% | −3,668−21.5% | Reduced |
| Transcend Wealth Collective, LLC | 13,386 | $3.44M | 0.25% | −109−0.8% | Reduced |
| Pitcairn Co | 13,417 | $3.45M | 0.21% | −2,568−16.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,498 | $3.47M | 0.26% | +8,493+169.7% | Added |
| a16z Perennial Management, L.P. | 13,528 | $3.48M | 0.37% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 13,600 | $3.50M | 0.08% | −23,300−63.1% | Reduced |
| Mutual Advisors, LLC | 13,543 | $3.50M | 0.11% | +2,882+27.0% | Added |
| Insight Holdings Group, LLC | 13,630 | $3.50M | 0.12% | −89,370−86.8% | Reduced |
| LGT Group Foundation | 13,638 | $3.51M | 0.06% | +1,450+11.9% | Added |
| Westpac Banking Corp | 13,646 | $3.51M | 0.28% | +5,215+61.9% | Added |
| WD Rutherford LLC | 13,703 | $3.52M | 1.77% | −352−2.5% | Reduced |
| Diversified Trust Co | 13,769 | $3.54M | 0.10% | +3,594+35.3% | Added |
| Symphony Financial, Ltd. Co. | 14,156 | $3.59M | 0.66% | +3,621+34.4% | Added |
| Synergy Financial Management, LLC | 14,017 | $3.60M | 0.56% | +2,902+26.1% | Added |
| KCM Investment Advisors LLC | 14,021 | $3.60M | 0.13% | −1,450−9.4% | Reduced |
| Global Retirement Partners, LLC | 14,029 | $3.61M | 0.11% | +5,235+59.5% | Added |
| Modus Advisors, LLC | 14,057 | $3.61M | 1.28% | +1,455+11.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $3.64M | 0.99% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 14,441 | $3.65M | 0.20% | −6,883−32.3% | Reduced |
| Charter Trust Co | 14,184 | $3.65M | 0.24% | +105+0.7% | Added |
| Transatlantique Private Wealth LLC | 14,345 | $3.65M | 1.49% | +313+2.2% | Added |
| Midwest Professional Planners, LTD. | 14,207 | $3.65M | 1.22% | +794+5.9% | Added |
| Tritonpoint Wealth, LLC | 14,299 | $3.68M | 0.35% | +12,778+840.1% | Added |
| Cozad Asset Management Inc | 14,346 | $3.69M | 0.37% | +383+2.7% | Added |
| Beech Hill Advisors, Inc. | 14,389 | $3.70M | 1.53% | +1,885+15.1% | Added |
| Landscape Capital Management, L.L.C. | 14,503 | $3.73M | 0.31% | +7,312+101.7% | Added |
| NBT Bank N A | 14,571 | $3.75M | 0.27% | +473+3.4% | Added |
| Aperture Investors, LLC | 14,615 | $3.76M | 0.55% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 14,700 | $3.78M | 0.58% | +14,700 | New |
| Kingswood Wealth Advisors, LLC | 14,795 | $3.80M | 0.34% | +608+4.3% | Added |
| Trust Co of Toledo NA | 14,825 | $3.81M | 0.55% | +516+3.6% | Added |
| Investment Research & Advisory Group, Inc. | 14,873 | $3.82M | 1.72% | +30+0.2% | Added |
| Arlington Financial Advisors, LLC | 15,007 | $3.86M | 0.85% | −92−0.6% | Reduced |