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 |
|---|---|---|---|---|---|
| Argent Trust Co | 24,836 | $6.39M | 0.28% | +2,589+11.6% | Added |
| Central Trust Co | 24,912 | $6.40M | 0.16% | −61−0.2% | Reduced |
| Webster Bank, N. A. | 25,049 | $6.44M | 0.71% | −604−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 25,098 | $6.45M | 0.66% | −4,095−14.0% | Reduced |
| Bleakley Financial Group, LLC | 25,108 | $6.46M | 0.19% | +1,253+5.3% | Added |
| Arrow Financial Corp | 25,250 | $6.49M | 0.63% | +538+2.2% | Added |
| Strategic Advisors LLC | 25,310 | $6.51M | 1.26% | −2,127−7.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 22,181 | $6.54M | 0.38% | +443+2.0% | Added |
| ATOMVEST Ltd | 25,000 | $6.56M | 10.56% | +25,000 | New |
| Brighton Jones LLC | 25,525 | $6.56M | 0.22% | −1,804−6.6% | Reduced |
| Spinnaker Trust | 25,555 | $6.57M | 0.42% | +277+1.1% | Added |
| SP Asset Management LLC | 25,557 | $6.57M | 0.60% | +90+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,568 | $6.57M | 0.61% | +10,825+73.4% | Added |
| First Nebraska Trust Co | 25,659 | $6.60M | 0.68% | −105−0.4% | Reduced |
| FourThought Financial Partners, LLC | 25,857 | $6.65M | 0.86% | +1,955+8.2% | Added |
| Cohen Capital Management, Inc. | 25,901 | $6.66M | 1.15% | +1,110+4.5% | Added |
| Sigma Planning Corp | 25,992 | $6.68M | 0.21% | −2,233−7.9% | Reduced |
| Neo Ivy Capital Management | 26,008 | $6.69M | 1.31% | +26,008 | New |
| Concurrent Investment Advisors, LLC | 52,188 | $6.76M | 0.22% | +6,769+14.9% | Added |
| Bragg Financial Advisors, Inc | 26,359 | $6.78M | 0.30% | +8,939+51.3% | Added |
| Guinness Atkinson Asset Management Inc | 26,547 | $6.83M | 3.34% | −23−0.1% | Reduced |
| Kornitzer Capital Management Inc | 26,735 | $6.87M | 0.13% | +1,422+5.6% | Added |
| Dillon & Associates Inc | 26,748 | $6.87M | 1.01% | +1,283+5.0% | Added |
| Sompo Asset Management Co., Ltd. | 26,810 | $6.89M | 1.16% | +3,860+16.8% | Added |
| Selective Wealth Management, Inc. | 27,324 | $6.90M | 3.04% | −1,368−4.8% | Reduced |
| Foundations Investment Advisors, LLC | 26,830 | $6.90M | 0.17% | +5,804+27.6% | Added |
| Maytus Capital Management, LLC | 26,981 | $6.94M | 2.48% | +8,981+49.9% | Added |
| Selkirk Management LLC | 27,000 | $6.94M | 3.25% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 27,137 | $6.98M | 0.11% | +145+0.5% | Added |
| Fundamentun, LLC | 27,404 | $7.05M | 0.58% | +1,642+6.4% | Added |
| Wetherby Asset Management Inc | 27,539 | $7.08M | 0.33% | +355+1.3% | Added |
| United Services Automobile Association | 27,674 | $7.11M | 0.18% | −1,412−4.9% | Reduced |
| Portside Wealth Group, LLC | 27,696 | $7.12M | 1.36% | −967−3.4% | Reduced |
| Massmutual Trust Co FSB | 27,823 | $7.15M | 0.22% | +2,915+11.7% | Added |
| Hudson Valley Investment Advisors Inc | 27,449 | $7.16M | 0.93% | +79+0.3% | Added |
| Callahan Advisors, LLC | 28,080 | $7.22M | 0.75% | +4,538+19.3% | Added |
| ClariVest Asset Management LLC | 28,128 | $7.23M | 0.74% | −309−1.1% | Reduced |
| Stelac Advisory Services LLC | 28,158 | $7.24M | 3.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 28,300 | $7.28M | 0.26% | 00.0% | Unchanged |
| BDF-Gestion | 28,403 | $7.30M | 0.70% | +28,403 | New |
| Bank of Nova Scotia Trust Co | 28,420 | $7.31M | 0.82% | +3,592+14.5% | Added |
| HighPoint Advisor Group LLC | 28,340 | $7.31M | 0.44% | +9,775+52.7% | Added |
| National Asset Management, Inc. | 28,582 | $7.35M | 0.19% | +2,239+8.5% | Added |
| Simplicity Wealth,LLC | 28,588 | $7.35M | 0.17% | +1,141+4.2% | Added |
| Vestcor Inc | 28,936 | $7.44M | 0.25% | −1,784−5.8% | Reduced |
| Highland Capital Management, LLC | 29,092 | $7.48M | 0.44% | −848−2.8% | Reduced |
| Plato Investment Management Ltd | 29,180 | $7.50M | 0.70% | +2,045+7.5% | Added |
| CMT Capital Markets Trading GmbH | 29,250 | $7.52M | 2.14% | +27,613+1,686.8% | Added |
| Wormser Freres Gestion | 28,460 | $7.56M | 4.93% | +1,123+4.1% | Added |
| Burney Co | 29,482 | $7.58M | 0.29% | −341−1.1% | Reduced |
| Level Four Advisory Services, LLC | 29,532 | $7.59M | 0.34% | −5,495−15.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 29,555 | $7.60M | 0.44% | +1,770+6.4% | Added |
| Park Avenue Securities LLC | 29,740 | $7.65M | 0.09% | +1,746+6.2% | Added |
| Noked Israel Ltd | 30,000 | $7.71M | 2.13% | −53,000−63.9% | Reduced |
| EP Wealth Advisors, LLC | 30,031 | $7.72M | 0.08% | +3,580+13.5% | Added |
| Zacks Investment Management | 30,429 | $7.82M | 0.09% | +3,400+12.6% | Added |
| Everence Capital Management Inc | 29,160 | $7.84M | 0.54% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 30,520 | $7.85M | 0.45% | +9,210+43.2% | Added |
| First National Trust Co | 30,815 | $7.92M | 0.33% | −1,099−3.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,909 | $7.95M | 0.21% | +193+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 31,172 | $8.01M | 0.59% | +1,131+3.8% | Added |
| Beacon Investment Advisory Services, Inc. | 31,206 | $8.02M | 0.34% | −1,579−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 77,561 | $8.04M | 0.25% | +5,467+7.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 31,327 | $8.05M | 0.55% | −618−1.9% | Reduced |
| Pinnacle Associates Ltd | 31,332 | $8.06M | 0.13% | −532−1.7% | Reduced |
| Chartwell Investment Partners, LLC | 31,533 | $8.11M | 0.28% | +6,451+25.7% | Added |
| SpiderRock Advisors, LLC | 31,592 | $8.12M | 0.21% | −7,600−19.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 32,338 | $8.28M | 0.65% | +32,338 | New |
| Empirical Finance, LLC | 32,446 | $8.34M | 0.52% | −2,186−6.3% | Reduced |
| CMH Wealth Management LLC | 32,601 | $8.38M | 2.06% | +737+2.3% | Added |
| Keybank National Association | 32,875 | $8.45M | 0.03% | +558+1.7% | Added |
| Simmons Bank | 32,965 | $8.48M | 0.64% | +1,215+3.8% | Added |
| Independent Advisor Alliance | 32,996 | $8.48M | 0.29% | +476+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 33,015 | $8.49M | 0.34% | +156+0.5% | Added |
| Wedbush Securities Inc | 33,046 | $8.50M | 0.30% | +455+1.4% | Added |
| Grassi Investment Management | 33,163 | $8.53M | 0.76% | −450−1.3% | Reduced |
| Novare Capital Management LLC | 33,315 | $8.57M | 0.77% | −771−2.3% | Reduced |
| CAPROCK Group, Inc. | 33,571 | $8.63M | 0.35% | +14,891+79.7% | Added |
| Sierra Summit Advisors LLC | 33,578 | $8.63M | 2.14% | +4,779+16.6% | Added |
| Two Sigma Advisers, LP | 33,600 | $8.64M | 0.02% | −8,200−19.6% | Reduced |
| Sphera Funds Management Ltd. | 33,600 | $8.64M | 1.41% | +33,600 | New |
| Strategic Wealth Partners, Ltd. | 33,727 | $8.67M | 0.91% | +12,876+61.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,022 | $8.75M | 1.00% | +125+0.4% | Added |
| Thames Capital Management LLC | 34,055 | $8.76M | 3.43% | −9,503−21.8% | Reduced |
| Arkadios Wealth Advisors | 34,240 | $8.80M | 0.59% | +2,272+7.1% | Added |
| Channing Capital Management, LLC | 34,376 | $8.84M | 0.24% | +5,208+17.9% | Added |
| CSM Advisors, LLC | 34,555 | $8.89M | 0.63% | −815−2.3% | Reduced |
| Investment Management Corp of Ontario | 34,748 | $8.93M | 0.24% | +6,000+20.9% | Added |
| Nemes Rush Group LLC | 34,815 | $8.95M | 1.23% | +468+1.4% | Added |
| NEOS Investment Management LLC | 34,858 | $8.96M | 0.37% | +10,956+45.8% | Added |
| Stratos Wealth Advisors, LLC | 34,905 | $8.97M | 0.44% | +1,527+4.6% | Added |
| Meyer Handelman Co | 35,091 | $9.02M | 0.32% | +46+0.1% | Added |
| Capstone Investment Advisors, LLC | 35,159 | $9.04M | 0.20% | +29,361+506.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 35,315 | $9.08M | 1.08% | −5,050−12.5% | Reduced |
| Roffman Miller Associates Inc | 35,468 | $9.12M | 0.60% | +960+2.8% | Added |
| Snowden Capital Advisors LLC | 35,523 | $9.13M | 0.27% | −303−0.8% | Reduced |
| LGT Fund Management Co Ltd. | 35,587 | $9.15M | 1.14% | +27,037+316.2% | Added |
| Pallas Capital Advisors LLC | 37,033 | $9.16M | 0.41% | +214+0.6% | Added |
| BLB&B Advisors, LLC | 35,679 | $9.17M | 0.50% | +33,578+1,598.2% | Added |
| Principal Securities, Inc. | 35,748 | $9.19M | 0.25% | +13,831+63.1% | Added |