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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 371 | $95.4K | 0.04% | −16−4.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 371 | $95.4K | 0.04% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 373 | $95.9K | 0.04% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 374 | $96.2K | 0.02% | +374 | New |
| Atwood & Palmer Inc | 380 | $97.7K | 0.01% | −119−23.8% | Reduced |
| Stone House Investment Management, LLC | 385 | $99.0K | 0.03% | −35−8.3% | Reduced |
| Financial Management Professionals, Inc. | 384 | $99.0K | 0.01% | −401−51.1% | Reduced |
| Atlas Capital Advisors LLC | 395 | $101.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 398 | $102.3K | 0.01% | −1,716−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 402 | $103.4K | 0.01% | −73−15.4% | Reduced |
| Institutional & Family Asset Management, LLC | 410 | $105.4K | 0.02% | +179+77.5% | Added |
| WR Wealth Planners, LLC | 411 | $105.7K | 0.03% | −42−9.3% | Reduced |
| Financial Connections Group, Inc. | 416 | $106.0K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 442 | $113.0K | 0.03% | +66+17.6% | Added |
| Dakota Community Bank & Trust NA | 446 | $114.7K | 0.62% | −17−3.7% | Reduced |
| GW&K Investment Management, LLC | 451 | $116.0K | 0.00% | +60+15.3% | Added |
| Evergreen Private Wealth LLC | 459 | $118.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 464 | $119.3K | 0.01% | +66+16.6% | Added |
| Bell Investment Advisors, Inc | 466 | $119.8K | 0.02% | +9+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 466 | $119.8K | 0.06% | +281+151.9% | Added |
| Mascoma Wealth Management LLC | 467 | $120.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 468 | $120.3K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $128.6K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 500 | $128.6K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 505 | $130.0K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 518 | $133.0K | 0.13% | +20+4.0% | Added |
| Sound Income Strategies, LLC | 531 | $136.5K | 0.01% | −284−34.8% | Reduced |
| First Command Advisory Services, Inc. | 533 | $137.0K | 0.00% | +28+5.5% | Added |
| Ulland Investment Advisors, LLC | 559 | $144.0K | 0.10% | −103−15.6% | Reduced |
| Atlantic Trust, LLC | 563 | $144.7K | 0.04% | −11,347−95.3% | Reduced |
| Frazier Financial Advisors, LLC | 564 | $145.0K | 0.12% | +123+27.9% | Added |
| First Foundation Advisors | 568 | $146.0K | 0.01% | −260−31.4% | Reduced |
| Highline Wealth Partners LLC | 570 | $146.6K | 0.06% | −22−3.7% | Reduced |
| Tompkins Financial Corp | 571 | $146.8K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 577 | $148.3K | 0.11% | −487−45.8% | Reduced |
| Abound Wealth Management | 585 | $150.5K | 0.06% | −2−0.3% | Reduced |
| Globeflex Capital L P | 600 | $154.3K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 606 | $156.0K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 628 | $161.5K | 0.02% | −1,709−73.1% | Reduced |
| Vista Private Wealth Partners. LLC | 642 | $165.0K | 0.07% | −4,033−86.3% | Reduced |
| WealthCollab, LLC | 659 | $169.4K | 0.12% | −26−3.8% | Reduced |
| DT Investment Partners, LLC | 662 | $170.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 666 | $171.2K | 0.16% | −3,040−82.0% | Reduced |
| Tyler-Stone Wealth Management | 673 | $173.1K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $180.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 710 | $182.5K | 0.16% | +152+27.2% | Added |
| Chris Bulman Inc | 722 | $185.6K | 0.13% | +722 | New |
| Vestor Capital, LLC | 727 | $187.0K | 0.02% | −37,714−98.1% | Reduced |
| Financial Network Wealth Advisors LLC | 728 | $187.0K | 0.14% | +56+8.3% | Added |
| Capital Advisors, Ltd. LLC | 742 | $191.0K | 0.02% | −11−1.5% | Reduced |
| Archer Investment Corp | 759 | $195.2K | 0.06% | +100+15.2% | Added |
| Activest Wealth Management | 768 | $197.5K | 0.06% | +320+71.4% | Added |
| West Paces Advisors Inc. | 771 | $198.2K | 0.05% | +37+5.0% | Added |
| Eagle Bay Advisors LLC | 775 | $199.3K | 0.12% | −246−24.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 778 | $200.1K | 0.05% | +778 | New |
| Round Rock Advisors, LLC | 780 | $200.5K | 0.05% | −57−6.8% | Reduced |
| Fullcircle Wealth LLC | 803 | $200.6K | 0.10% | +803 | New |
| Revisor Wealth Management LLC | 783 | $201.3K | 0.14% | −59−7.0% | Reduced |
| Old Port Advisors | 784 | $201.6K | 0.06% | +35+4.7% | Added |
| Montz Harcus Wealth Management LLC | 786 | $202.0K | 0.13% | +73+10.2% | Added |
| Aletheian Wealth Advisors LLC | 786 | $202.1K | 0.11% | +786 | New |
| Gateway Wealth Partners, LLC | 789 | $202.8K | 0.06% | +10+1.3% | Added |
| New Century Financial Group, LLC | 790 | $203.1K | 0.09% | −2,905−78.6% | Reduced |
| ICONIQ Capital, LLC | 790 | $203.1K | 0.00% | +790 | New |
| Baron Silver Stevens Financial Advisors, LLC | 791 | $203.4K | 0.04% | −133−14.4% | Reduced |
| Sittner & Nelson, LLC | 792 | $203.6K | 0.10% | −36−4.3% | Reduced |
| McAdam, LLC | 792 | $203.6K | 0.01% | +45+6.0% | Added |
| J. L. Bainbridge & Co., Inc. | 793 | $203.8K | 0.02% | +8+1.0% | Added |
| HMS Capital Management, LLC | 794 | $204.1K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 794 | $204.1K | 0.06% | +50+6.7% | Added |
| Mosley Wealth Management | 798 | $205.2K | 0.17% | +6+0.8% | Added |
| Planning Capital Management Corp | 798 | $205.2K | 0.14% | +70+9.6% | Added |
| Alhambra Investment Partners LLC | 798 | $205.2K | 0.11% | +798 | New |
| Pacitti Group Inc. | 798 | $205.2K | 0.11% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 801 | $205.9K | 0.03% | −20−2.4% | Reduced |
| Cahill Financial Advisors Inc | 803 | $206.4K | 0.03% | +12+1.5% | Added |
| Jag Capital Management, LLC | 803 | $206.5K | 0.03% | 00.0% | Unchanged |
| Elevatus Welath Management | 806 | $207.2K | 0.08% | −101−11.1% | Reduced |
| Capital Asset Advisory Services LLC | 823 | $207.8K | 0.01% | −97−10.5% | Reduced |
| Acorn Creek Capital LLC | 810 | $208.4K | 0.12% | −71−8.1% | Reduced |
| Abacus Planning Group, Inc. | 812 | $208.8K | 0.04% | −13−1.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 812 | $208.9K | 0.00% | −174,191−99.5% | Reduced |
| Financial Network Wealth Management LLC | 816 | $209.0K | 0.08% | +816 | New |
| Townsend & Associates, Inc | 796 | $209.1K | 0.02% | −101−11.3% | Reduced |
| Woodward Diversified Capital, LLC | 815 | $209.5K | 0.12% | −3,110−79.2% | Reduced |
| Lockerman Financial Group, Inc. | 816 | $209.8K | 0.38% | +816 | New |
| Allen Capital Group, LLC | 817 | $210.1K | 0.03% | −40−4.7% | Reduced |
| Arvest Investments, Inc. | 818 | $210.3K | 0.03% | +122+17.5% | Added |
| Marion Wealth Management | 820 | $210.8K | 0.06% | +134+19.5% | Added |
| Rise Advisors, LLC | 825 | $212.1K | 0.11% | −29−3.4% | Reduced |
| Arcadia Investment Management Corp | 828 | $212.9K | 0.04% | −500−37.7% | Reduced |
| Manchester Capital Management LLC | 828 | $212.9K | 0.03% | −60−6.8% | Reduced |
| Ellsworth Advisors, LLC | 828 | $212.9K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 829 | $213.1K | 0.09% | −196−19.1% | Reduced |
| Capital Market Strategies LLC | 829 | $213.1K | 0.13% | +829 | New |
| Meridian Wealth Partners, LLC | 830 | $213.5K | 0.04% | +41+5.2% | Added |
| Forte Capital LLC | 833 | $214.2K | 0.03% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 836 | $214.2K | 0.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 834 | $214.4K | 0.05% | +45+5.7% | Added |
| Wealth Effects LLC | 835 | $214.7K | 0.08% | −20−2.3% | Reduced |