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 |
|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | 36,087 | $9.20M | 0.16% | +15,435+74.7% | Added |
| Spire Wealth Management | 35,965 | $9.24M | 0.33% | −4,450−11.0% | Reduced |
| Copeland Capital Management, LLC | 36,115 | $9.29M | 0.17% | +36,115 | New |
| Marks Group Wealth Management, Inc | 36,263 | $9.32M | 0.98% | +768+2.2% | Added |
| Silicon Valley Capital Partners | 36,393 | $9.36M | 1.29% | +7,815+27.3% | Added |
| Northstar Asset Management Inc | 36,612 | $9.41M | 2.40% | −388−1.0% | Reduced |
| Kinneret Advisory, LLC | 36,621 | $9.42M | 0.90% | −1,248−3.3% | Reduced |
| Vinva Investment Management Ltd | 37,239 | $9.42M | 0.48% | +510+1.4% | Added |
| RPG Investment Advisory, LLC | 36,761 | $9.45M | 1.40% | +169+0.5% | Added |
| Forbes J M & Co LLP | 36,767 | $9.45M | 0.97% | +443+1.2% | Added |
| Trust Co of Vermont | 37,123 | $9.54M | 0.52% | +1,087+3.0% | Added |
| Great Lakes Advisors, LLC | 37,167 | $9.56M | 0.08% | −15,393−29.3% | Reduced |
| Shelton Capital Management | 37,557 | $9.66M | 0.26% | +200+0.5% | Added |
| Girard Partners Ltd. | 37,597 | $9.67M | 0.91% | +710+1.9% | Added |
| Glenview Trust Co | 37,966 | $9.76M | 0.20% | +33,307+714.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 38,372 | $9.87M | 2.97% | +38,372 | New |
| Moors & Cabot, Inc. | 38,924 | $10.0M | 0.53% | +572+1.5% | Added |
| NFJ Investment Group, LLC | 39,054 | $10.0M | 0.31% | +16,866+76.0% | Added |
| Philadelphia Trust Co | 39,216 | $10.1M | 0.78% | +4,387+12.6% | Added |
| PGGM Investments | 39,402 | $10.1M | 0.15% | −2,971−7.0% | Reduced |
| Sandy Spring Bank | 39,458 | $10.1M | 0.45% | +169+0.4% | Added |
| Summit Trail Advisors, LLC | 39,545 | $10.2M | 0.27% | −3,639−8.4% | Reduced |
| Adell Harriman & Carpenter Inc | 39,574 | $10.2M | 0.79% | −6,215−13.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 39,602 | $10.2M | 1.44% | −442−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 39,619 | $10.2M | 0.16% | −2,232−5.3% | Reduced |
| McRae Capital Management Inc | 39,652 | $10.2M | 2.32% | +11,905+42.9% | Added |
| Sand Hill Global Advisors, LLC | 39,951 | $10.3M | 0.47% | +3,162+8.6% | Added |
| Dnca Finance | 40,000 | $10.3M | 0.88% | +40,000 | New |
| Motco | 40,358 | $10.4M | 0.61% | +1,236+3.2% | Added |
| Sienna Gestion | 40,443 | $10.4M | 0.92% | −50−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 40,453 | $10.4M | 1.11% | +3,692+10.0% | Added |
| Fiduciary Trust Co | 40,493 | $10.4M | 0.16% | −1,098−2.6% | Reduced |
| Quest Investment Management LLC | 40,514 | $10.4M | 1.15% | −12,927−24.2% | Reduced |
| Means Investment Co., Inc. | 40,702 | $10.5M | 1.25% | +1,700+4.4% | Added |
| Rakuten Investment Management, Inc. | 41,396 | $10.5M | 0.07% | +15,328+58.8% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $10.5M | 0.94% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 40,791 | $10.5M | 0.40% | −278−0.7% | Reduced |
| Abbrea Capital, LLC | 41,400 | $10.6M | 1.41% | −4,908−10.6% | Reduced |
| MAI Capital Management | 41,532 | $10.7M | 0.11% | +2,221+5.6% | Added |
| Profund Advisors LLC | 41,754 | $10.7M | 0.40% | +2,053+5.2% | Added |
| Oppenheimer & Co Inc | 41,817 | $10.8M | 0.17% | −1,664−3.8% | Reduced |
| Exencial Wealth Advisors, LLC | 41,976 | $10.8M | 0.41% | +36,895+726.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 42,148 | $10.8M | 0.19% | −4,453−9.6% | Reduced |
| CFM Wealth Partners LLC | 42,543 | $10.9M | 2.01% | −27−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 42,842 | $11.0M | 0.45% | −20,621−32.5% | Reduced |
| Tairen Capital Ltd | 43,000 | $11.1M | 0.40% | +43,000 | New |
| Amica Mutual Insurance Co | 43,038 | $11.1M | 1.10% | −9,835−18.6% | Reduced |
| Exchange Capital Management, Inc. | 43,191 | $11.1M | 1.81% | −1,888−4.2% | Reduced |
| Kemnay Advisory Services Inc. | 43,445 | $11.2M | 2.32% | +587+1.4% | Added |
| Iyo Bank, Ltd. | 43,532 | $11.2M | 3.97% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 43,973 | $11.3M | 3.03% | −100−0.2% | Reduced |
| Grafton Street Partners Fund, LP | 44,095 | $11.3M | 9.50% | +4,595+11.6% | Added |
| Knights of Columbus Asset Advisors LLC | 44,342 | $11.4M | 0.74% | +3,786+9.3% | Added |
| Baker Avenue Asset Management, LP | 44,450 | $11.4M | 0.39% | −231−0.5% | Reduced |
| Norinchukin Bank, The | 44,578 | $11.5M | 0.33% | +783+1.8% | Added |
| LVM Capital Management Ltd | 44,758 | $11.5M | 1.31% | +980+2.2% | Added |
| Maxi Investments CY Ltd | 44,927 | $11.6M | 2.60% | +12,438+38.3% | Added |
| Rothschild Investment LLC | 44,946 | $11.6M | 0.80% | +240+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,424 | $11.7M | 0.39% | −16,410−26.5% | Reduced |
| Equitable Trust Co | 45,529 | $11.7M | 0.81% | +12,984+39.9% | Added |
| Bokf, NA | 45,603 | $11.7M | 0.21% | +21,060+85.8% | Added |
| RSM US Wealth Management LLC | 45,969 | $11.8M | 0.20% | +21,847+90.6% | Added |
| Bogart Wealth, LLC | 46,009 | $11.8M | 0.60% | +8,895+24.0% | Added |
| Whittier Trust Co of Nevada Inc | 47,289 | $12.2M | 0.34% | +439+0.9% | Added |
| Edge Wealth Management LLC | 47,535 | $12.2M | 2.57% | −391−0.8% | Reduced |
| Buckingham Capital Management, Inc. | 47,543 | $12.2M | 1.46% | −531−1.1% | Reduced |
| Chesley Taft & Associates LLC | 47,763 | $12.3M | 0.62% | −716−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 47,888 | $12.3M | 1.08% | +5,288+12.4% | Added |
| Perigon Wealth Management, LLC | 47,965 | $12.3M | 0.36% | −2,683−5.3% | Reduced |
| Cornerstone Advisors, LLC | 48,000 | $12.3M | 0.50% | −1,300−2.6% | Reduced |
| Advisory Services Network, LLC | 48,228 | $12.4M | 0.26% | +791+1.7% | Added |
| Trajan Wealth LLC | 48,383 | $12.4M | 0.80% | +3,882+8.7% | Added |
| Illinois Municipal Retirement Fund | 48,516 | $12.5M | 0.19% | +1,290+2.7% | Added |
| New Mexico Educational Retirement Board | 48,986 | $12.6M | 0.44% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 49,194 | $12.6M | 0.30% | −62−0.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,435 | $12.7M | 1.06% | +5,737+13.1% | Added |
| Allianz SE | 49,458 | $12.7M | 0.37% | −3,999−7.5% | Reduced |
| Ardmore Road Asset Management LP | 50,000 | $12.9M | 1.98% | +50,000 | New |
| Brookstone Capital Management | 51,873 | $13.0M | 0.22% | +12,785+32.7% | Added |
| Prospera Financial Services Inc | 50,744 | $13.0M | 0.36% | +12,030+31.1% | Added |
| Neville Rodie & Shaw Inc | 50,941 | $13.1M | 0.99% | −930−1.8% | Reduced |
| Balyasny Asset Management LLC | 50,976 | $13.1M | 0.03% | −136,743−72.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 51,098 | $13.1M | 0.19% | −9,438−15.6% | Reduced |
| Captrust Financial Advisors | 51,487 | $13.2M | 0.04% | −556−1.1% | Reduced |
| Congress Wealth Management LLC | 51,513 | $13.2M | 0.21% | +2,905+6.0% | Added |
| Atria Wealth Solutions, Inc. | 51,694 | $13.3M | 0.15% | −1,827−3.4% | Reduced |
| Gotham Asset Management, LLC | 51,695 | $13.3M | 0.17% | −10,335−16.7% | Reduced |
| Leonteq Securities AG | 52,317 | $13.5M | 1.88% | +44,500+569.3% | Added |
| Marco Investment Management LLC | 52,598 | $13.5M | 1.25% | +2,304+4.6% | Added |
| Shufro Rose & Co LLC | 52,729 | $13.6M | 1.11% | +22,007+71.6% | Added |
| Mill Capital Management, LLC | 52,829 | $13.6M | 1.12% | +2,656+5.3% | Added |
| Resources Investment Advisors, LLC. | 53,495 | $13.8M | 0.17% | +6,231+13.2% | Added |
| Eagle Asset Management Inc | 53,755 | $13.8M | 0.07% | +7,087+15.2% | Added |
| Anchor Capital Advisors LLC | 53,790 | $13.8M | 0.39% | −130.0% | Reduced |
| One Capital Management, LLC | 54,101 | $13.9M | 0.47% | +6,181+12.9% | Added |
| Bradley Foster & Sargent Inc | 54,153 | $13.9M | 0.25% | +14,239+35.7% | Added |
| Jasper Ridge Partners, L.P. | 54,175 | $13.9M | 0.45% | +10.0% | Added |
| Edentree Asset Management Ltd | 54,205 | $13.9M | 4.42% | +13,010+31.6% | Added |
| Eastern Bank | 54,287 | $14.0M | 0.56% | +523+1.0% | Added |
| Synovus Financial Corp | 54,302 | $14.0M | 0.18% | +1,487+2.8% | Added |