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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 55,000 | $14.1M | 0.27% | −1,300−2.3% | Reduced |
| Dash Acquisitions Inc. | 56,317 | $14.1M | 3.87% | +5,586+11.0% | Added |
| GDS Wealth Management | 55,378 | $14.2M | 1.56% | +3,940+7.7% | Added |
| First Financial Bankshares Inc | 55,384 | $14.2M | 0.33% | +167+0.3% | Added |
| Tower Research Capital LLC (TRC) | 55,548 | $14.3M | 0.24% | −28,515−33.9% | Reduced |
| Strategic Wealth Designers | 55,941 | $14.3M | 1.81% | +55,941 | New |
| Securian Asset Management, Inc | 55,848 | $14.4M | 0.42% | −1,167−2.0% | Reduced |
| Cornerstone Capital, Inc. | 55,954 | $14.4M | 1.45% | +4,335+8.4% | Added |
| Makena Capital Management LLC | 56,106 | $14.4M | 3.34% | +11,874+26.8% | Added |
| WoodTrust Financial Corp | 56,301 | $14.5M | 2.25% | +39+0.1% | Added |
| Bessemer Group Inc | 56,348 | $14.5M | 0.03% | +1,587+2.9% | Added |
| TD Waterhouse Canada Inc. | 56,604 | $14.5M | 0.13% | +246+0.4% | Added |
| DuPont Capital Management Corp | 56,828 | $14.6M | 1.27% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 56,877 | $14.6M | 0.50% | +1,911+3.5% | Added |
| La Banque Postale Asset Management SA | 57,020 | $14.7M | 0.60% | −19,044−25.0% | Reduced |
| Capital International Ltd | 57,041 | $14.7M | 0.68% | −31,470−35.6% | Reduced |
| Empowered Funds, LLC | 57,158 | $14.7M | 0.25% | +36,592+177.9% | Added |
| Cidel Asset Management Inc | 57,667 | $14.8M | 1.15% | −5,577−8.8% | Reduced |
| Great Valley Advisor Group, Inc. | 58,277 | $15.0M | 0.42% | +7,488+14.7% | Added |
| Banque Cantonale Vaudoise | 58,373 | $15.0M | 0.60% | +5,868+11.2% | Added |
| Parallax Volatility Advisers, L.P. | 59,238 | $15.2M | 0.39% | +10,811+22.3% | Added |
| Middleton & Co Inc | 60,021 | $15.4M | 1.79% | −1,179−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 60,133 | $15.5M | 0.18% | −1,284−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 60,700 | $15.6M | 0.05% | +4,881+8.7% | Added |
| Walleye Trading LLC | 60,870 | $15.6M | 0.31% | +60,870 | New |
| Sit Investment Associates Inc | 61,273 | $15.8M | 0.36% | +813+1.3% | Added |
| Talbot Financial, LLC | 61,607 | $15.8M | 2.08% | +2,116+3.6% | Added |
| Fulton Breakefield Broenniman LLC | 62,182 | $16.0M | 1.18% | +252+0.4% | Added |
| Hartford Investment Management Co | 62,227 | $16.0M | 0.55% | −338−0.5% | Reduced |
| Grimes & Company, Inc. | 62,282 | $16.0M | 0.48% | +61,444+7,332.2% | Added |
| Adams Diversified Equity Fund, Inc. | 62,800 | $16.1M | 0.55% | −72,900−53.7% | Reduced |
| CTC LLC | 62,873 | $16.2M | 1.21% | +18,649+42.2% | Added |
| Franklin Street Advisors Inc | 63,225 | $16.3M | 1.16% | −64,598−50.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 63,645 | $16.4M | 1.49% | +33,093+108.3% | Added |
| First Long Island Investors, LLC | 63,981 | $16.4M | 1.39% | +315+0.5% | Added |
| Lyell Wealth Management, LP | 64,280 | $16.5M | 1.58% | +4,110+6.8% | Added |
| Sora Investors LLC | 65,000 | $16.7M | 3.08% | +15,000+30.0% | Added |
| CCM Investment Advisers LLC | 65,170 | $16.8M | 1.97% | +572+0.9% | Added |
| D.A. Davidson & Co. | 65,733 | $16.9M | 0.15% | +1,347+2.1% | Added |
| Parallel Advisors, LLC | 66,129 | $17.0M | 0.44% | +300+0.5% | Added |
| Freestone Capital Holdings, LLC | 67,504 | $17.4M | 0.62% | +1,372+2.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $17.4M | 2.23% | 00.0% | Unchanged |
| Walleye Capital LLC | 68,493 | $17.6M | 0.18% | −83,017−54.8% | Reduced |
| MBB Public Markets I LLC | 68,929 | $17.7M | 0.37% | +66,504+2,742.4% | Added |
| Annex Advisory Services, LLC | 69,425 | $17.8M | 0.63% | −18,782−21.3% | Reduced |
| Washington Trust Co | 70,020 | $18.0M | 0.66% | −1,911−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 174,684 | $18.0M | 0.83% | +3,456+2.0% | Added |
| Quantinno Capital Management LP | 70,178 | $18.0M | 0.32% | +10,833+18.3% | Added |
| Avantax Advisory Services, Inc. | 70,864 | $18.2M | 0.13% | +35,394+99.8% | Added |
| GWM Advisors LLC | 70,879 | $18.2M | 0.13% | −464−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 71,278 | $18.3M | 0.37% | +8,748+14.0% | Added |
| Light Street Capital Management, LLC | 71,500 | $18.4M | 4.41% | +10,095+16.4% | Added |
| TCG Advisory Services, LLC | 72,304 | $18.6M | 0.90% | +238+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 72,319 | $18.6M | 0.45% | −14,630−16.8% | Reduced |
| CWM, LLC | 72,396 | $18.6M | 0.09% | +10,317+16.6% | Added |
| Yarbrough Capital, LLC | 72,522 | $18.6M | 0.77% | 00.0% | Unchanged |
| Kadensa Capital Ltd | 72,554 | $18.7M | 4.40% | +8,460+13.2% | Added |
| Ossiam | 72,668 | $18.7M | 0.35% | +50,422+226.7% | Added |
| Maryland State Retirement & Pension System | 73,185 | $18.8M | 0.35% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 73,190 | $18.8M | 0.55% | −323−0.4% | Reduced |
| Private Advisor Group, LLC | 73,332 | $18.9M | 0.13% | −1,138−1.5% | Reduced |
| Columbus Hill Capital Management, L.P. | 73,759 | $19.0M | 3.89% | +34,435+87.6% | Added |
| Clearstead Advisors, LLC | 73,826 | $19.0M | 0.32% | +59,981+433.2% | Added |
| Mizuho Securities USA LLC | 74,886 | $19.3M | 0.43% | +74,886 | New |
| Quattro Financial Advisors LLC | 75,000 | $19.3M | 5.04% | +25,000+50.0% | Added |
| JustInvest LLC | 77,714 | $19.5M | 0.37% | −1,651−2.1% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $19.6M | 3.59% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 76,204 | $19.6M | 2.10% | +162+0.2% | Added |
| Prio Wealth Limited Partnership | 76,207 | $19.6M | 0.58% | −13,662−15.2% | Reduced |
| Ithaka Group LLC | 76,711 | $19.7M | 3.64% | −2,253−2.9% | Reduced |
| Long Path Partners LP | 76,894 | $19.8M | 7.84% | −3,135−3.9% | Reduced |
| Nixon Peabody Trust Co | 77,736 | $20.0M | 1.78% | −2,338−2.9% | Reduced |
| Davidson Investment Advisors | 78,321 | $20.1M | 1.04% | −22,674−22.5% | Reduced |
| Harvest Portfolios Group Inc. | 78,442 | $20.2M | 0.77% | +3,096+4.1% | Added |
| Motley Fool Asset Management LLC | 78,967 | $20.2M | 1.34% | +7,785+10.9% | Added |
| Old National Bancorp | 78,746 | $20.2M | 0.48% | +521+0.7% | Added |
| Factory Mutual Insurance Co | 79,000 | $20.3M | 0.23% | −21,800−21.6% | Reduced |
| Moran Wealth Management, LLC | 79,267 | $20.4M | 0.67% | +12,731+19.1% | Added |
| Capital International Sarl | 79,618 | $20.5M | 0.62% | −30,969−28.0% | Reduced |
| Group One Trading, L.P. | 79,671 | $20.5M | 0.65% | +56,964+250.9% | Added |
| Gulf International Bank (UK) Ltd | 79,695 | $20.5M | 0.52% | −6,098−7.1% | Reduced |
| Braun Stacey Associates Inc | 80,274 | $20.6M | 0.80% | −8,806−9.9% | Reduced |
| Abner Herrman & Brock LLC | 80,672 | $20.7M | 2.63% | −504−0.6% | Reduced |
| Citizens Financial Group Inc | 81,002 | $20.8M | 0.46% | +59,032+268.7% | Added |
| Osborne Partners Capital Management, LLC | 81,045 | $20.8M | 1.25% | +40,056+97.7% | Added |
| Omers Administration Corp | 81,154 | $20.9M | 0.20% | +31,491+63.4% | Added |
| Cullen/Frost Bankers, Inc. | 81,561 | $21.0M | 0.30% | +15,075+22.7% | Added |
| Oregon Public Employees Retirement Fund | 83,429 | $21.4M | 0.42% | +712+0.9% | Added |
| Immersion Capital LLP | 84,664 | $21.8M | 12.19% | −31,100−26.9% | Reduced |
| Pittenger & Anderson Inc | 85,674 | $22.0M | 0.91% | +558+0.7% | Added |
| Community Trust & Investment Co | 86,164 | $22.2M | 1.51% | +6,131+7.7% | Added |
| Flputnam Investment Management Co | 86,340 | $22.2M | 0.42% | +19,182+28.6% | Added |
| Martingale Asset Management L P | 86,371 | $22.2M | 0.48% | −65,415−43.1% | Reduced |
| Winslow Capital Management, LLC | 86,536 | $22.2M | 0.08% | −2,316,242−96.4% | Reduced |
| La Financiere de L'Echiquier | 86,700 | $22.3M | 0.97% | +1,100+1.3% | Added |
| Achmea Investment Management B.V. | 87,120 | $22.4M | 0.40% | +1,863+2.2% | Added |
| Dana Investment Advisors, Inc. | 87,792 | $22.6M | 0.76% | −12,544−12.5% | Reduced |
| Ethic Inc. | 88,425 | $22.7M | 0.53% | +4,842+5.8% | Added |
| Elo Mutual Pension Insurance Co | 89,005 | $22.9M | 0.54% | +557+0.6% | Added |
| Umb Bank N A | 89,426 | $23.0M | 0.38% | +65+0.1% | Added |