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; 2,492 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 836 | $214.9K | 0.05% | +836 | New |
| Kowal Investment Group, LLC | 836 | $215.0K | 0.04% | +836 | New |
| Vista Investment Management | 837 | $215.2K | 0.09% | +837 | New |
| Affiance Financial, LLC | 840 | $216.0K | 0.06% | +163+24.1% | Added |
| Quantum Financial Advisors, LLC | 841 | $216.2K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 841 | $216.3K | 0.02% | −949−53.0% | Reduced |
| Gill Capital Partners, LLC | 843 | $216.7K | 0.08% | +68+8.8% | Added |
| Wellspring Financial Advisors, LLC | 846 | $217.6K | 0.03% | −244−22.4% | Reduced |
| TruWealth Advisors, LLC | 848 | $218.0K | 0.01% | +56+7.1% | Added |
| Holistic Planning, LLC | 724 | $218.1K | 0.17% | 00.0% | Unchanged |
| FORA Capital, LLC | 849 | $218.3K | 0.03% | +849 | New |
| Blossom Wealth Management | 853 | $219.3K | 0.48% | −20−2.3% | Reduced |
| Gray Wealth Management Inc. | 854 | $219.6K | 0.09% | +46+5.7% | Added |
| Motive Wealth Advisors | 856 | $220.1K | 0.13% | −62−6.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 859 | $220.8K | 0.11% | +20+2.4% | Added |
| Smith Anglin Financial, LLC | 862 | $221.7K | 0.02% | −97−10.1% | Reduced |
| Horizon Bancorp Inc | 865 | $222.0K | 0.11% | +59+7.3% | Added |
| Campbell Wealth Management | 871 | $224.0K | 0.07% | +200+29.8% | Added |
| Foguth Wealth Management, LLC. | 872 | $224.1K | 0.10% | −3,015−77.6% | Reduced |
| Security National Bank of So Dak | 873 | $224.4K | 0.13% | −6−0.7% | Reduced |
| BluePointe Capital Management, LLC | 874 | $224.7K | 0.15% | −1,118−56.1% | Reduced |
| United Advisor Group, LLC | 877 | $225.5K | 0.07% | +877 | New |
| TFC Financial Management | 878 | $225.7K | 0.04% | −2−0.2% | Reduced |
| Welch Group, LLC | 878 | $225.7K | 0.01% | −3−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 880 | $226.0K | 0.01% | −25−2.8% | Reduced |
| RPS Advisory Solutions LLC | 880 | $226.3K | 0.21% | +880 | New |
| Pure Financial Advisors, Inc. | 880 | $226.4K | 0.01% | +40+4.8% | Added |
| GM Advisory Group, Inc. | 882 | $226.7K | 0.01% | +882 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 882 | $226.8K | 0.16% | +24+2.8% | Added |
| Ariadne Wealth Management, LP | 883 | $226.9K | 0.20% | +883 | New |
| Granite Group Advisors, LLC | 883 | $227.0K | 0.17% | −1,281−59.2% | Reduced |
| Tower Wealth Partners, Inc. | 883 | $227.0K | 0.14% | +13+1.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 889 | $227.8K | 0.13% | +33+3.9% | Added |
| GoalVest Advisory LLC | 887 | $228.0K | 0.07% | −45−4.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 891 | $229.1K | 0.04% | −1,743−66.2% | Reduced |
| Caxton Associates LP | 891 | $229.1K | 0.01% | −151,761−99.4% | Reduced |
| Aries Wealth Management | 891 | $229.1K | 0.07% | +891 | New |
| Elk River Wealth Management, LLC | 897 | $230.6K | 0.05% | −40−4.3% | Reduced |
| Apriem Advisors | 897 | $230.6K | 0.03% | +92+11.4% | Added |
| Maven Securities LTD | 899 | $231.1K | 0.04% | −2,719−75.2% | Reduced |
| Lantz Financial LLC | 899 | $231.1K | 0.07% | −323−26.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 899 | $231.1K | 0.12% | +200+28.6% | Added |
| Polymer Capital Management (HK) LTD | 900 | $231.4K | 0.05% | +900 | New |
| Armstrong, Fleming & Moore, Inc | 900 | $231.4K | 0.15% | −349−27.9% | Reduced |
| Coppell Advisory Solutions LLC | 901 | $231.7K | 0.04% | +901 | New |
| McDonald Partners LLC | 901 | $231.8K | 0.06% | −23−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 903 | $232.2K | 0.01% | +903 | New |
| Morris Retirement Advisors, LLC | 904 | $232.4K | 0.13% | 00.0% | Unchanged |
| Diversified, LLC | 904 | $232.4K | 0.03% | +228+33.7% | Added |
| 49 Wealth Management, LLC | 914 | $234.2K | 0.05% | +85+10.3% | Added |
| SRS Capital Advisors, Inc. | 913 | $234.8K | 0.02% | +487+114.3% | Added |
| Front Row Advisors LLC | 916 | $235.5K | 0.08% | +19+2.1% | Added |
| 1858 Wealth Management, LLC | 917 | $235.8K | 0.20% | −148−13.9% | Reduced |
| Van Hulzen Asset Management, LLC | 919 | $236.0K | 0.02% | −10,428−91.9% | Reduced |
| JGP Wealth Management, LLC | 918 | $236.0K | 0.03% | +3+0.3% | Added |
| LRT Capital Management, LLC | 918 | $236.0K | 0.22% | +918 | New |
| D.B. Root & Company, LLC | 918 | $236.0K | 0.08% | +228+33.0% | Added |
| Cypress Capital Management LLC (WY) | 920 | $236.5K | 0.25% | −200−17.9% | Reduced |
| Consilio Wealth Advisors, LLC | 922 | $236.8K | 0.11% | −42−4.4% | Reduced |
| May Barnhard Investments LLC | 928 | $238.6K | 0.12% | 00.0% | Unchanged |
| Accredited Investors Inc. | 929 | $238.8K | 0.01% | +929 | New |
| EdgeRock Capital LLC | 929 | $238.9K | 0.18% | +929 | New |
| Hexagon Capital Partners LLC | 931 | $239.4K | 0.05% | +129+16.1% | Added |
| Heritage Wealth Partners, LLC | 933 | $240.0K | 0.35% | +933 | New |
| MJP Associates Inc | 934 | $240.1K | 0.05% | −21−2.2% | Reduced |
| Curated Wealth Partners LLC | 935 | $240.4K | 0.03% | +935 | New |
| Mma Asset Management LLC | 935 | $240.5K | 0.11% | −20−2.1% | Reduced |
| McLean Asset Management Corp | 953 | $240.8K | 0.08% | +38+4.2% | Added |
| Sax Wealth Advisors, LLC | 937 | $240.9K | 0.02% | +162+20.9% | Added |
| Lattice Capital Management, LLC | 938 | $241.2K | 0.19% | +938 | New |
| My Personal CFO, LLC | 939 | $241.5K | 0.13% | +90+10.6% | Added |
| Account Management LLC | 940 | $241.7K | 0.27% | −30−3.1% | Reduced |
| Aire Advisors, LLC | 943 | $242.4K | 0.06% | +49+5.5% | Added |
| Carnegie Capital Asset Management, LLC | 944 | $242.7K | 0.01% | −2,359−71.4% | Reduced |
| Garner Asset Management Corp | 944 | $243.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8,890 | $244.0K | 0.04% | +8,066+978.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 950 | $244.2K | 0.05% | −734−43.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 950 | $244.3K | 0.04% | +21+2.3% | Added |
| Intrepid Financial Planning Group LLC | 953 | $245.0K | 0.11% | +5+0.5% | Added |
| Sweet Financial Partners, LLC | 953 | $245.1K | 0.06% | −69−6.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 956 | $245.8K | 0.03% | −143−13.0% | Reduced |
| Destination Wealth Management | 956 | $245.8K | 0.01% | +163+20.6% | Added |
| Clifford Group, LLC | 957 | $246.0K | 0.20% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 963 | $247.5K | 0.01% | −42−4.2% | Reduced |
| Cladis Investment Advisory, LLC | 963 | $247.6K | 0.18% | +50+5.5% | Added |
| Redhawk Wealth Advisors, Inc. | 964 | $248.0K | 0.04% | −171−15.1% | Reduced |
| Covestor Ltd | 967 | $249.0K | 0.16% | +17+1.8% | Added |
| Princeton Capital Management LLC | 973 | $250.2K | 0.08% | −225−18.8% | Reduced |
| Advanced Asset Management Advisors Inc | 975 | $250.7K | 0.07% | +225+30.0% | Added |
| Summit Wealth Group, LLC | 976 | $251.0K | 0.08% | +11+1.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 977 | $251.2K | 0.08% | +977 | New |
| Burkett Financial Services, LLC | 977 | $251.3K | 0.13% | −49−4.8% | Reduced |
| Prosperity Financial Group, Inc. | 978 | $251.5K | 0.16% | −86−8.1% | Reduced |
| Epiq Partners, LLC | 979 | $251.7K | 0.17% | 00.0% | Unchanged |
| Abel Hall, LLC | 985 | $253.3K | 0.18% | −16−1.6% | Reduced |
| BlueChip Wealth Advisors LLC | 986 | $253.5K | 0.15% | +986 | New |
| Foster Group, Inc. | 986 | $253.5K | 0.01% | +4+0.4% | Added |
| Forza Wealth Management, LLC | 989 | $254.3K | 0.13% | +64+6.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 990 | $254.7K | 0.00% | +13+1.3% | Added |
| Oak Hill Wealth Advisors, LLC | 992 | $255.1K | 0.08% | +992 | New |