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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 19,364 | $4.98M | 0.05% | +3,100+19.1% | Added |
| Meridian Wealth Advisors, LLC | 19,369 | $4.98M | 0.89% | +150+0.8% | Added |
| Advisors Asset Management, Inc. | 19,418 | $4.99M | 0.10% | +3,191+19.7% | Added |
| Bouvel Investment Partners, LLC | 19,426 | $4.99M | 1.93% | −69−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 19,490 | $5.01M | 0.26% | +741+4.0% | Added |
| V-Square Quantitative Management LLC | 19,514 | $5.02M | 0.81% | −891−4.4% | Reduced |
| Ascent Group, LLC | 19,556 | $5.03M | 0.41% | +2,581+15.2% | Added |
| SeaBridge Investment Advisors LLC | 19,569 | $5.03M | 1.30% | +1,306+7.2% | Added |
| Verition Fund Management LLC | 19,594 | $5.04M | 0.04% | −187,479−90.5% | Reduced |
| UBS Oconnor LLC | 20,000 | $5.14M | 0.15% | +5,000+33.3% | Added |
| Miracle Mile Advisors, LLC | 20,040 | $5.15M | 0.13% | +1,094+5.8% | Added |
| J. Safra Sarasin Holding AG | 20,062 | $5.16M | 0.09% | +20,062 | New |
| Renaissance Investment Group LLC | 20,437 | $5.16M | 1.12% | +3,954+24.0% | Added |
| Petredis Investment Advisors LLC | 20,078 | $5.16M | 0.58% | −31−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 20,091 | $5.17M | 0.14% | +6,137+44.0% | Added |
| Clean Yield Group | 20,114 | $5.17M | 1.93% | +19,653+4,263.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.17M | 1.80% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 20,207 | $5.20M | 1.46% | +12,434+160.0% | Added |
| Bailard, Inc. | 20,380 | $5.24M | 0.14% | +310+1.5% | Added |
| Bridge Creek Capital Management LLC | 20,400 | $5.24M | 1.69% | +26+0.1% | Added |
| Y.D. More Investments Ltd | 20,405 | $5.25M | 0.54% | −4,546−18.2% | Reduced |
| Mirabaud & Cie SA | 20,435 | $5.25M | 1.78% | +2,501+13.9% | Added |
| Eastover Investment Advisors LLC | 20,674 | $5.30M | 2.53% | +663+3.3% | Added |
| LM Advisors LLC | 20,614 | $5.30M | 0.01% | −3,476−14.4% | Reduced |
| Greater Midwest Financial Group, LLC | 20,768 | $5.30M | 3.36% | +845+4.2% | Added |
| Checchi Capital Advisers, LLC | 20,649 | $5.31M | 0.42% | −1,181−5.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,674 | $5.32M | 1.93% | +234+1.1% | Added |
| Integrated Wealth Concepts LLC | 20,766 | $5.34M | 0.07% | −2,325−10.1% | Reduced |
| Once Capital Management, LLC | 20,800 | $5.35M | 2.65% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,011 | $5.40M | 2.05% | −1,365−6.1% | Reduced |
| Modera Wealth Management, LLC | 21,033 | $5.41M | 0.08% | +8,040+61.9% | Added |
| HighVista Strategies LLC | 21,185 | $5.45M | 1.99% | +8,506+67.1% | Added |
| Hillman Capital Management, Inc. | 21,193 | $5.45M | 1.92% | −5,696−21.2% | Reduced |
| Cullinan Associates Inc | 21,222 | $5.46M | 0.31% | +3,775+21.6% | Added |
| RB Capital Management, LLC | 21,225 | $5.46M | 1.39% | −12−0.1% | Reduced |
| Brown Brothers Harriman & Co | 21,263 | $5.47M | 0.04% | +1,120+5.6% | Added |
| Meritage Portfolio Management | 21,345 | $5.49M | 0.35% | +52+0.2% | Added |
| Hyman Charles D | 21,379 | $5.50M | 0.31% | −100−0.5% | Reduced |
| Strategic Financial Concepts, LLC | 149,213 | $5.52M | 0.02% | +149,213 | New |
| Dynamic Advisor Solutions LLC | 21,548 | $5.54M | 0.17% | +898+4.3% | Added |
| Clark Capital Management Group, Inc. | 21,566 | $5.54M | 0.04% | +4,691+27.8% | Added |
| Pioneer Trust Bank N A | 21,585 | $5.55M | 1.50% | +680+3.3% | Added |
| Roanoke Asset Management Corp | 21,585 | $5.55M | 1.83% | −50.0% | Reduced |
| Meridian Management Co | 21,596 | $5.55M | 1.52% | +5,005+30.2% | Added |
| Trust Co of Kansas | 21,599 | $5.55M | 2.90% | +702+3.4% | Added |
| Wahed Invest LLC | 21,635 | $5.56M | 1.12% | +2,995+16.1% | Added |
| Iowa State Bank | 21,656 | $5.57M | 1.23% | +2,040+10.4% | Added |
| Conning Inc. | 21,753 | $5.59M | 0.20% | +15,824+266.9% | Added |
| Atom Investors LP | 21,840 | $5.62M | 0.56% | +1,415+6.9% | Added |
| Jefferies Financial Group Inc. | 21,895 | $5.63M | 0.11% | +19,138+694.2% | Added |
| Longbow Finance SA | 21,897 | $5.63M | 0.58% | −1,186−5.1% | Reduced |
| Alight Capital Management LP | 21,914 | $5.63M | 1.39% | +1,914+9.6% | Added |
| M. Kulyk & Associates, LLC | 21,932 | $5.64M | 1.31% | +2,516+13.0% | Added |
| Fragasso Group Inc. | 21,994 | $5.65M | 0.47% | −2,054−8.5% | Reduced |
| Siemens Fonds Invest GmbH | 22,065 | $5.67M | 0.42% | −82−0.4% | Reduced |
| AIA Group Ltd | 22,066 | $5.67M | 0.17% | −5,847−20.9% | Reduced |
| Atlantic Union Bankshares Corp | 22,071 | $5.67M | 0.35% | +13,003+143.4% | Added |
| Golden State Equity Partners | 22,138 | $5.69M | 1.19% | +22,138 | New |
| Vision Capital Management, Inc. | 22,214 | $5.71M | 0.85% | +1,767+8.6% | Added |
| Allworth Financial LP | 23,160 | $5.74M | 0.04% | +3,131+15.6% | Added |
| AMS Capital Ltda | 22,372 | $5.75M | 1.20% | +2,282+11.4% | Added |
| Veriti Management LLC | 22,418 | $5.76M | 0.36% | +1,714+8.3% | Added |
| Stoneridge Investment Partners LLC | 22,429 | $5.77M | 2.18% | +13,464+150.2% | Added |
| AXS Investments LLC | 22,453 | $5.77M | 1.61% | −1,116−4.7% | Reduced |
| Groupama Asset Managment | 22,540 | $5.80M | 0.12% | +2,236+11.0% | Added |
| Blue Zone Wealth Advisors, LLC | 22,563 | $5.80M | 2.00% | −2,166−8.8% | Reduced |
| Strategic Blueprint, LLC | 22,667 | $5.83M | 0.40% | +312+1.4% | Added |
| Horizon Investments, LLC | 22,824 | $5.86M | 0.16% | +3,622+18.9% | Added |
| Sowell Financial Services LLC | 22,808 | $5.86M | 0.28% | +1,780+8.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 22,825 | $5.87M | 0.29% | −663−2.8% | Reduced |
| Plimoth Trust Co LLC | 22,842 | $5.87M | 1.57% | +699+3.2% | Added |
| Meridian Wealth Management, LLC | 22,879 | $5.88M | 0.70% | +22,879 | New |
| Van Strum & Towne Inc. | 22,903 | $5.89M | 2.14% | +40.0% | Added |
| Twin Capital Management Inc | 22,930 | $5.90M | 0.69% | +268+1.2% | Added |
| Trifecta Capital Advisors, LLC | 22,992 | $5.91M | 1.31% | +493+2.2% | Added |
| St Germain D J Co Inc | 23,019 | $5.92M | 0.29% | +1,733+8.1% | Added |
| Louisbourg Investments Inc. | 28,467 | $5.93M | 1.66% | +8,665+43.8% | Added |
| Peloton Wealth Strategists | 23,132 | $5.95M | 2.45% | −615−2.6% | Reduced |
| Marietta Wealth Management, LLC | 23,195 | $5.96M | 0.93% | +723+3.2% | Added |
| Consolidated Investment Group LLC | 23,200 | $5.96M | 0.92% | 00.0% | Unchanged |
| SFMG, LLC | 23,264 | $5.98M | 0.52% | +4,635+24.9% | Added |
| Generate Investment Management Ltd | 23,278 | $5.98M | 0.44% | −31,018−57.1% | Reduced |
| Venture Visionary Partners LLC | 23,285 | $5.99M | 0.28% | +387+1.7% | Added |
| KMG Fiduciary Partners, LLC | 23,401 | $6.02M | 0.59% | +1,465+6.7% | Added |
| Phoenix Holdings Ltd. | 23,870 | $6.04M | 0.09% | −17,299−42.0% | Reduced |
| North Star Asset Management Inc | 23,512 | $6.04M | 0.29% | +22,553+2,351.7% | Added |
| Essex Investment Management Co LLC | 23,730 | $6.10M | 1.14% | −3,200−11.9% | Reduced |
| Boston Financial Mangement LLC | 23,855 | $6.13M | 0.20% | +703+3.0% | Added |
| Moore Capital Management, LP | 23,883 | $6.14M | 0.13% | −436,346−94.8% | Reduced |
| Evergreen Capital Management LLC | 23,900 | $6.14M | 0.22% | −2,171−8.3% | Reduced |
| Bank Hapoalim BM | 23,920 | $6.15M | 0.87% | +1,140+5.0% | Added |
| Ceera Investments, LLC | 23,978 | $6.16M | 2.61% | −235−1.0% | Reduced |
| Codex Capital Asset Management L.L.C. | 24,000 | $6.17M | 2.82% | +24,000 | New |
| Asio Capital, LLC | 24,088 | $6.19M | 1.27% | +7,357+44.0% | Added |
| Lazard Freres Gestion S.A.S. | 24,287 | $6.24M | 0.14% | −552−2.2% | Reduced |
| Knollwood Investment Advisory, LLC | 24,312 | $6.25M | 0.70% | −6,068−20.0% | Reduced |
| Apollon Wealth Management, LLC | 24,367 | $6.26M | 0.19% | +3,373+16.1% | Added |
| Thoroughbred Financial Services, LLC | 24,432 | $6.28M | 0.42% | +5,981+32.4% | Added |
| Johnson Investment Counsel Inc | 24,469 | $6.29M | 0.07% | −513−2.1% | Reduced |
| Concentric Capital Strategies, LP | 24,778 | $6.37M | 0.40% | −18,364−42.6% | Reduced |