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 |
|---|---|---|---|---|---|
| Nicollet Investment Management, Inc. | 15,042 | $3.87M | 1.44% | +15,042 | New |
| Mirova | 15,084 | $3.88M | 0.71% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 15,100 | $3.88M | 0.28% | +4,000+36.0% | Added |
| Ballentine Partners, LLC | 15,162 | $3.90M | 0.07% | −1,178−7.2% | Reduced |
| Bey-Douglas LLC | 15,435 | $3.90M | 3.61% | +3,530+29.7% | Added |
| Hixon Zuercher, LLC | 15,198 | $3.91M | 1.65% | +1,164+8.3% | Added |
| Strategic Planning Group, LLC | 15,225 | $3.91M | 0.86% | +5,642+58.9% | Added |
| River Road Asset Management, LLC | 15,246 | $3.92M | 0.06% | +15,246 | New |
| Progressive Investment Management Corp | 15,267 | $3.93M | 1.04% | −8,029−34.5% | Reduced |
| Private Wealth Partners, LLC | 15,322 | $3.94M | 0.30% | −452−2.9% | Reduced |
| Cavalier Investments, LLC | 15,381 | $3.95M | 1.22% | +434+2.9% | Added |
| GeoWealth Management, LLC | 15,570 | $4.00M | 0.17% | +2,333+17.6% | Added |
| Schechter Investment Advisors, LLC | 15,578 | $4.01M | 0.30% | −1,081−6.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,591 | $4.01M | 1.29% | +211+1.4% | Added |
| Sepio Capital, LP | 15,593 | $4.01M | 0.37% | −28−0.2% | Reduced |
| RBA Wealth Management, LLC | 15,598 | $4.01M | 1.61% | +14,912+2,173.8% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.02M | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15,662 | $4.03M | 0.18% | +1,530+10.8% | Added |
| Wedmont Private Capital | 15,874 | $4.03M | 0.25% | −30−0.2% | Reduced |
| IPG Investment Advisors LLC | 15,691 | $4.03M | 0.88% | +4,158+36.1% | Added |
| Vestmark Advisory Solutions, Inc. | 15,713 | $4.04M | 0.17% | +130+0.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,733 | $4.05M | 1.03% | +5,790+58.2% | Added |
| Prelude Capital Management, LLC | 15,818 | $4.07M | 0.34% | +3,471+28.1% | Added |
| E Fund Management Co., Ltd. | 15,838 | $4.07M | 0.23% | +551+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 15,891 | $4.09M | 0.23% | +2,912+22.4% | Added |
| Frank, Rimerman Advisors LLC | 15,894 | $4.09M | 0.29% | +14,450+1,000.7% | Added |
| Northcape Capital Pty Ltd | 15,966 | $4.11M | 0.61% | +4,097+34.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.11M | 0.94% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 16,058 | $4.13M | 0.21% | +154+1.0% | Added |
| Meeder Advisory Services, Inc. | 16,097 | $4.14M | 0.29% | +4,362+37.2% | Added |
| Azzad Asset Management Inc | 16,124 | $4.15M | 0.49% | +110+0.7% | Added |
| AlTi Global, Inc. | 16,127 | $4.15M | 0.11% | +3,465+27.4% | Added |
| Canandaigua National Bank & Trust Co | 16,194 | $4.16M | 0.45% | −863−5.1% | Reduced |
| Zions Bancorporation, N.A. | 16,203 | $4.17M | 0.33% | −2,493−13.3% | Reduced |
| Whalerock Point Partners, LLC | 16,249 | $4.18M | 1.12% | +60+0.4% | Added |
| Invst, LLC | 16,318 | $4.18M | 0.46% | +1,455+9.8% | Added |
| Pegasus Asset Management, Inc. | 16,312 | $4.19M | 1.61% | +154+1.0% | Added |
| Merit Financial Group, LLC | 16,353 | $4.20M | 0.09% | +532+3.4% | Added |
| David J Yvars Group | 16,394 | $4.21M | 2.64% | −168−1.0% | Reduced |
| De Burlo Group Inc | 16,424 | $4.22M | 0.57% | −4,720−22.3% | Reduced |
| WCG Wealth Advisors LLC | 16,448 | $4.23M | 0.31% | +5,020+43.9% | Added |
| Condor Capital Management | 16,528 | $4.25M | 0.41% | −80−0.5% | Reduced |
| Coldstream Capital Management Inc | 16,570 | $4.26M | 0.10% | −633−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,599 | $4.27M | 0.33% | −1,291−7.2% | Reduced |
| Farther Finance Advisors, LLC | 16,686 | $4.28M | 0.21% | +5,914+54.9% | Added |
| Northeast Financial Consultants Inc | 16,628 | $4.28M | 0.20% | +2,055+14.1% | Added |
| Keystone Investors Pte Ltd | 16,631 | $4.28M | 0.36% | +7,355+79.3% | Added |
| Prentiss Smith & Co Inc | 16,638 | $4.28M | 2.98% | −128−0.8% | Reduced |
| Kerrisdale Advisers, LLC | 16,651 | $4.28M | 1.34% | +3,690+28.5% | Added |
| Alliance Wealth Advisors, LLC | 16,719 | $4.30M | 1.26% | +376+2.3% | Added |
| Timber Creek Capital Management LLC | 16,780 | $4.31M | 1.30% | +380+2.3% | Added |
| D L Carlson Investment Group Inc | 16,824 | $4.33M | 0.83% | −3,675−17.9% | Reduced |
| Boston Private Wealth LLC | 16,834 | $4.33M | 0.11% | −3,681−17.9% | Reduced |
| First Interstate Bank | 16,863 | $4.34M | 0.29% | −152−0.9% | Reduced |
| Parsons Capital Management Inc | 16,864 | $4.34M | 0.30% | −1,724−9.3% | Reduced |
| FRG Family Wealth Advisors LLC | 18,222 | $4.34M | 0.84% | −275−1.5% | Reduced |
| Cabot Wealth Management Inc | 16,930 | $4.35M | 0.57% | −316−1.8% | Reduced |
| Hudson Capital Management LLC | 16,979 | $4.37M | 1.47% | +2,186+14.8% | Added |
| South State Corp. | 16,995 | $4.37M | 0.32% | −391−2.2% | Reduced |
| Ardsley Advisory Partners LP | 17,000 | $4.37M | 0.79% | −4,800−22.0% | Reduced |
| CenterBook Partners LP | 17,029 | $4.38M | 0.27% | +3,547+26.3% | Added |
| Gateway Advisory, LLC | 17,127 | $4.40M | 0.75% | +532+3.2% | Added |
| Dorsey & Whitney Trust CO LLC | 17,266 | $4.44M | 0.31% | −2,267−11.6% | Reduced |
| BNC Wealth Management, LLC | 17,374 | $4.47M | 1.66% | +2,701+18.4% | Added |
| NewSquare Capital LLC | 17,408 | $4.48M | 0.39% | +1,588+10.0% | Added |
| Oak Associates, Ltd | 17,445 | $4.49M | 0.30% | −765−4.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,521 | $4.50M | 1.03% | +2,950+20.2% | Added |
| Independent Financial Group, LLC | 17,543 | $4.51M | 0.18% | −841−4.6% | Reduced |
| Harbor Capital Advisors, Inc. | 17,570 | $4.52M | 0.34% | +892+5.3% | Added |
| Red Door Wealth Management, LLC | 17,652 | $4.54M | 0.80% | +2,048+13.1% | Added |
| Harbour Capital Advisors, LLC | 17,916 | $4.59M | 1.09% | −119−0.7% | Reduced |
| Brady Family Wealth, LLC | 17,957 | $4.62M | 1.49% | +822+4.8% | Added |
| Ally Financial Inc. | 18,000 | $4.63M | 0.57% | +10,320+134.4% | Added |
| Gifford Fong Associates | 18,009 | $4.63M | 1.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,028 | $4.63M | 0.09% | −957−5.0% | Reduced |
| Ostrum Asset Management | 18,184 | $4.68M | 0.41% | −7,123−28.1% | Reduced |
| Garde Capital, Inc. | 18,206 | $4.68M | 0.33% | −994−5.2% | Reduced |
| Mission Wealth Management, LP | 18,217 | $4.68M | 0.13% | −3,865−17.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 18,233 | $4.69M | 0.72% | −3,745−17.0% | Reduced |
| Woodmont Investment Counsel LLC | 18,257 | $4.69M | 0.38% | +361+2.0% | Added |
| Hills Bank & Trust Co | 18,345 | $4.72M | 0.38% | +1,950+11.9% | Added |
| Caldwell Trust Co | 18,352 | $4.72M | 0.52% | −981−5.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,356 | $4.72M | 0.19% | +1,937+11.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,358 | $4.72M | 2.20% | +155+0.9% | Added |
| YHB Investment Advisors, Inc. | 18,422 | $4.74M | 0.41% | +1,132+6.5% | Added |
| Diversify Wealth Management, LLC | 19,833 | $4.74M | 0.59% | +19,833 | New |
| Bray Capital Advisors | 18,441 | $4.74M | 1.19% | −160−0.9% | Reduced |
| HB Wealth Management, LLC | 18,639 | $4.79M | 0.06% | −35−0.2% | Reduced |
| First Horizon Advisors, Inc. | 18,649 | $4.79M | 0.15% | −119−0.6% | Reduced |
| HBW Advisory Services LLC | 18,670 | $4.80M | 0.80% | −1,441−7.2% | Reduced |
| We Are One Seven, LLC | 18,813 | $4.84M | 0.23% | +6,675+55.0% | Added |
| Sawyer & Company, Inc | 18,815 | $4.84M | 1.92% | +30+0.2% | Added |
| Sendero Wealth Management, LLC | 18,929 | $4.87M | 0.82% | +7,286+62.6% | Added |
| Peapack Gladstone Financial Corp | 18,970 | $4.88M | 0.07% | −284−1.5% | Reduced |
| Cullen Investment Group, Ltd. | 18,998 | $4.88M | 0.78% | −1,017−5.1% | Reduced |
| NorthRock Partners, LLC | 19,024 | $4.89M | 0.18% | −404−2.1% | Reduced |
| Summit Financial, LLC | 19,090 | $4.91M | 0.22% | +10,515+122.6% | Added |
| Elite Wealth Management, Inc. | 19,157 | $4.93M | 1.08% | −545−2.8% | Reduced |
| Univest Financial Corp | 19,194 | $4.93M | 1.37% | −143−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,357 | $4.97M | 0.21% | −154−0.8% | Reduced |