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; 2,491 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
- 2,630
- −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
- 1,241 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 94 | $24.1K | 0.01% | −100−51.5% | Reduced |
| Signature Resources Capital Management, LLC | 97 | $25.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $25.7K | 0.02% | +96+2,400.0% | Added |
| Tacita Capital Inc | 100 | $25.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $25.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 105 | $27.0K | 0.01% | −15−12.5% | Reduced |
| Quarry LP | 108 | $27.8K | 0.01% | −152−58.5% | Reduced |
| Red Tortoise LLC | 108 | $27.8K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 109 | $28.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 110 | $28.3K | 0.01% | −175−61.4% | Reduced |
| Clear Investment Research, LLC | 110 | $28.3K | 0.04% | +98+816.7% | Added |
| ZynergyRetirementPlanningLLC | 110 | $28.3K | 0.02% | +110 | New |
| Cedar Mountain Advisors, LLC | 111 | $28.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $29.8K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $29.8K | 0.01% | −25−17.7% | Reduced |
| Emfo, LLC | 117 | $30.1K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $30.1K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 119 | $30.5K | 0.01% | −50−29.6% | Reduced |
| ICA Group Wealth Management, LLC | 122 | $31.4K | 0.02% | −1,288−91.3% | Reduced |
| First Personal Financial Services | 122 | $31.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 128 | $33.1K | 0.01% | +128 | New |
| Stephens Consulting, LLC | 129 | $33.2K | 0.01% | +125+3,125.0% | Added |
| MCF Advisors LLC | 132 | $33.9K | 0.00% | +21+18.9% | Added |
| Carolinas Wealth Consulting LLC | 133 | $34.1K | 0.01% | −396−74.9% | Reduced |
| Colonial Trust Advisors | 134 | $34.5K | 0.00% | +13+10.7% | Added |
| Perkins Coie Trust Co | 135 | $34.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 136 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 139 | $35.7K | 0.01% | +53+61.6% | Added |
| Glass Jacobson Investment Advisors llc | 140 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 142 | $36.5K | 0.01% | +121+576.2% | Added |
| Pacifica Partners Inc. | 144 | $37.6K | 0.02% | +14+10.8% | Added |
| POM Investment Strategies, LLC | 149 | $38.3K | 0.03% | +88+144.3% | Added |
| Slocum, Gordon & Co LLP | 150 | $38.6K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $38.6K | 0.01% | +20+15.4% | Added |
| Core Alternative Capital | 153 | $39.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 153 | $39.3K | 0.03% | −2−1.3% | Reduced |
| Union Savings Bank | 155 | $39.8K | 0.02% | +35+29.2% | Added |
| Lynx Investment Advisory | 156 | $40.1K | 0.03% | +156 | New |
| WFA Asset Management Corp | 158 | $40.7K | 0.02% | −242−60.5% | Reduced |
| 1620 Investment Advisors, Inc. | 159 | $40.9K | 0.03% | +159 | New |
| McCarthy Grittinger Financial Group, LLC | 165 | $42.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 166 | $42.7K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 168 | $43.2K | 0.01% | −83−33.1% | Reduced |
| Pingora Partners LLC | 170 | $43.7K | 0.03% | −25−12.8% | Reduced |
| Kings Path Partners LLC | 176 | $45.3K | 0.02% | +176 | New |
| Duncker Streett & Co Inc | 178 | $45.8K | 0.01% | +5+2.9% | Added |
| Bank & Trust Co | 180 | $46.3K | 0.04% | +180 | New |
| Register Financial Advisors LLC | 180 | $46.3K | 0.02% | −457−71.7% | Reduced |
| Tidemark, LLC | 182 | $46.8K | 0.02% | −21−10.3% | Reduced |
| Tradewinds Capital Management, LLC | 182 | $46.8K | 0.01% | +3+1.7% | Added |
| Sachetta, LLC | 196 | $50.6K | 0.02% | −13−6.2% | Reduced |
| Emerald Advisers, LLC | 200 | $51.4K | 0.00% | −1,566−88.7% | Reduced |
| Breakwater Investment Management | 200 | $51.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 206 | $53.0K | 0.00% | +57+38.3% | Added |
| Oakworth Capital, Inc. | 215 | $55.3K | 0.00% | +100+87.0% | Added |
| EntryPoint Capital, LLC | 216 | $55.5K | 0.03% | +190+730.8% | Added |
| CGC Financial Services, LLC | 223 | $57.3K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 223 | $57.3K | 0.02% | +148+197.3% | Added |
| J.Safra Asset Management Corp | 225 | $57.8K | 0.01% | +194+625.8% | Added |
| Baldwin Brothers Inc | 227 | $58.4K | 0.00% | +14+6.6% | Added |
| Pacific Center for Financial Services | 230 | $59.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 231 | $59.4K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 235 | $60.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 235 | $60.5K | 0.02% | +235 | New |
| Tucker Asset Management LLC | 237 | $60.9K | 0.01% | −4−1.7% | Reduced |
| Creekmur Asset Management LLC | 241 | $62.0K | 0.02% | −14−5.5% | Reduced |
| SYSTM Wealth Solutions LLC | 245 | $63.0K | 0.01% | −390−61.4% | Reduced |
| Virtus Investment Advisers, Inc. | 248 | $63.8K | 0.05% | −128−34.0% | Reduced |
| ZRC Wealth Management, LLC | 259 | $66.6K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $66.9K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 263 | $67.6K | 0.01% | +55+26.4% | Added |
| Live Oak Investment Partners | – | $69.4K | 0.06% | – | New |
| Ibex Wealth Advisors | 280 | $72.0K | 0.01% | +280 | New |
| Northwest Capital Management Inc | 283 | $72.8K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 283 | $72.8K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 286 | $73.6K | 0.05% | +20+7.5% | Added |
| Delta Asset Management LLC | 292 | $75.1K | 0.01% | −3−1.0% | Reduced |
| FWL Investment Management, LLC | 295 | $75.8K | 0.04% | −63−17.6% | Reduced |
| Global Financial Private Client, LLC | 297 | $76.4K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $76.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 298 | $76.6K | 0.05% | +52+21.1% | Added |
| DSM Capital Partners LLC | 299 | $76.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 299 | $76.9K | 0.02% | −12−3.9% | Reduced |
| Cornerstone Planning Group LLC | 323 | $77.2K | 0.02% | +14+4.5% | Added |
| Bank of New Hampshire | 310 | $79.7K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $80.0K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 314 | $80.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 314 | $80.7K | 0.03% | +50+18.9% | Added |
| Private Wealth Management Group, LLC | 320 | $82.3K | 0.04% | −27−7.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 324 | $83.3K | 0.03% | −1−0.3% | Reduced |
| Redwood Wealth Management Group, LLC | 328 | $84.3K | 0.06% | +328 | New |
| SWAN Capital LLC | 329 | $84.6K | 0.05% | +329 | New |
| Estabrook Capital Management | 331 | $85.1K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 341 | $87.8K | 0.02% | +341 | New |
| Union Investments & Development Ltd. | 350 | $90.0K | 0.55% | −350−50.0% | Reduced |
| City Holding Co | 351 | $90.2K | 0.01% | −9−2.5% | Reduced |
| Transcendent Capital Group LLC | 354 | $91.0K | 0.05% | −329−48.2% | Reduced |
| Armstrong Advisory Group, Inc | 356 | $91.6K | 0.01% | +75+26.7% | Added |
| Richardson Capital Management LLC | 360 | $92.6K | 0.07% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 360 | $94.7K | 0.07% | +340+1,700.0% | Added |