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 |
|---|---|---|---|---|---|
| Mizuho Markets Cayman LP | 993 | $255.3K | 1.18% | −900−47.5% | Reduced |
| Avory & Company, LLC | 998 | $256.6K | 0.18% | −228−18.6% | Reduced |
| Elgethun Capital Management | 999 | $256.9K | 0.06% | −340−25.4% | Reduced |
| Archetype Wealth Partners | 999 | $257.0K | 0.04% | −1,213−54.8% | Reduced |
| Alberta Investment Management Corp | 1,000 | $257.1K | 0.00% | −22,500−95.7% | Reduced |
| Highview Capital Management LLC | 1,000 | $257.1K | 0.11% | −105−9.5% | Reduced |
| Counterweight Ventures, LLC | 1,000 | $257.1K | 0.19% | −15−1.5% | Reduced |
| CSS LLC | 1,000 | $257.1K | 0.02% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $257.1K | 0.14% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,001 | $257.4K | 0.06% | −2,886−74.2% | Reduced |
| Trinity Financial Advisors LLC | 1,002 | $257.7K | 0.12% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,005 | $258.0K | 0.10% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,005 | $258.0K | 0.10% | +10+1.0% | Added |
| Westmount Partners, LLC | 1,007 | $258.1K | 0.09% | −289−22.3% | Reduced |
| Stiles Financial Services Inc | 1,009 | $259.5K | 0.10% | −837−45.3% | Reduced |
| LexAurum Advisors, LLC | 1,012 | $260.2K | 0.06% | −49−4.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,013 | $260.4K | 0.01% | −4−0.4% | Reduced |
| Frisch Financial Group, Inc. | 1,015 | $261.0K | 0.08% | +1+0.1% | Added |
| Coastal Bridge Advisors, LLC | 1,017 | $261.4K | 0.06% | −78−7.1% | Reduced |
| Warther Private Wealth, LLC | 1,017 | $261.5K | 0.10% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,020 | $262.2K | 0.04% | +20+2.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,055 | $262.8K | 0.17% | +66+6.7% | Added |
| Goodman Advisory Group, LLC | 1,023 | $263.0K | 0.08% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,024 | $263.3K | 0.80% | −428−29.5% | Reduced |
| Wambolt & Associates, LLC | 1,029 | $263.6K | 0.08% | −218−17.5% | Reduced |
| Willner & Heller, LLC | 1,027 | $264.0K | 0.25% | +346+50.8% | Added |
| W.H. Cornerstone Investments Inc. | 1,026 | $264.0K | 0.19% | +105+11.4% | Added |
| Pettee Investors, Inc. | 1,034 | $265.8K | 0.13% | +1,034 | New |
| Capital Planning Advisors, LLC | 1,038 | $266.9K | 0.05% | −203−16.4% | Reduced |
| Concentric Wealth Management, LLC | 1,039 | $267.1K | 0.07% | +1,039 | New |
| DLK Investment Management, LLC | 1,039 | $267.1K | 0.11% | +1,039 | New |
| NFP Retirement, Inc. | 1,043 | $268.2K | 0.02% | −16−1.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,044 | $268.4K | 0.15% | −288−21.6% | Reduced |
| Mendel Money Management | 1,046 | $268.9K | 0.13% | +106+11.3% | Added |
| Pring Turner Capital Group Inc | 1,046 | $268.9K | 0.19% | +324+44.9% | Added |
| Signature Wealth Management Partners, LLC | 1,047 | $269.2K | 0.20% | +1,047 | New |
| Zega Financial, LLC | 1,050 | $270.0K | 0.10% | +1,050 | New |
| Well Done, LLC | 1,053 | $270.5K | 0.06% | −370−26.0% | Reduced |
| Red Wave Investments LLC | 1,053 | $270.7K | 0.10% | +9+0.9% | Added |
| Balanced Wealth Group LLC | 1,057 | $270.9K | 0.12% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,055 | $271.2K | 0.05% | −402−27.6% | Reduced |
| Old North State Wealth Management, LLC | 1,055 | $271.5K | 0.18% | +276+35.4% | Added |
| Three Bridge Wealth Advisors, LLC | 1,056 | $271.5K | 0.11% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,057 | $272.7K | 0.01% | −32−2.9% | Reduced |
| Oarsman Capital, Inc. | 1,062 | $273.1K | 0.06% | +47+4.6% | Added |
| Rakuten Securities, Inc. | 1,064 | $273.6K | 0.12% | +601+129.8% | Added |
| Fiducient Advisors LLC | 1,066 | $274.1K | 0.04% | +58+5.8% | Added |
| Breed's Hill Capital LLC | 1,067 | $274.3K | 0.24% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,070 | $275.1K | 0.15% | +1,070 | New |
| Summa Corp. | 1,075 | $276.4K | 0.13% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,077 | $276.9K | 0.03% | −21−1.9% | Reduced |
| Indiana Trust & Investment Management CO | 1,084 | $278.7K | 0.10% | −145−11.8% | Reduced |
| WMG Financial Advisors, LLC | 1,084 | $278.7K | 0.15% | +1,084 | New |
| Colonial Trust Co | 1,085 | $278.9K | 0.05% | +273+33.6% | Added |
| SevenBridge Financial Group, LLC | 1,174 | $279.9K | 0.06% | +7+0.6% | Added |
| Canton Hathaway, LLC | 1,088 | $280.0K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,092 | $281.0K | 0.05% | −68−5.9% | Reduced |
| Northeast Investment Management | 1,094 | $281.3K | 0.01% | +53+5.1% | Added |
| Fort, L.P. | 1,094 | $281.3K | 0.72% | +259+31.0% | Added |
| Tempus Wealth Planning, LLC | 1,096 | $281.8K | 0.12% | +159+17.0% | Added |
| Mosaic Family Wealth Partners, LLC | 1,097 | $282.0K | 0.05% | +53+5.1% | Added |
| Veracity Capital LLC | 1,098 | $282.3K | 0.12% | −268−19.6% | Reduced |
| Mengis Capital Management, Inc. | 1,099 | $282.6K | 0.06% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,104 | $282.9K | 0.10% | −6−0.5% | Reduced |
| Muirfield Wealth Advisors LLC | 1,100 | $282.9K | 0.27% | +68+6.6% | Added |
| Delta Financial Group, Inc. | 1,105 | $284.0K | 0.12% | −250−18.5% | Reduced |
| JJJ Advisors Inc. | 1,106 | $284.4K | 0.06% | −180−14.0% | Reduced |
| Collective Family Office LLC | 1,113 | $286.2K | 0.08% | −102−8.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,113 | $286.2K | 0.01% | −7−0.6% | Reduced |
| Klingenstein Fields & Co LP | 1,114 | $286.4K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,116 | $286.9K | 0.07% | +179+19.1% | Added |
| Pinnacle West Asset Management, Inc. | 1,115 | $287.0K | 0.22% | +10+0.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,116 | $287.0K | 0.10% | +111+11.0% | Added |
| Aspen Grove Capital, LLC | 1,120 | $288.0K | 0.07% | +45+4.2% | Added |
| CRA Financial Services, LLC | 1,122 | $288.5K | 0.06% | +247+28.2% | Added |
| Reuter James Wealth Management, LLC | 1,124 | $289.0K | 0.21% | +154+15.9% | Added |
| Forte Asset Management LLC | 1,125 | $289.2K | 0.17% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,125 | $289.3K | 0.21% | 00.0% | Unchanged |
| Everett Harris & Co | 1,127 | $289.8K | 0.00% | +275+32.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,134 | $290.3K | 0.23% | +152+15.5% | Added |
| Sigma Investment Counselors Inc | 1,131 | $290.8K | 0.02% | +25+2.3% | Added |
| Peddock Capital Advisors, LLC | 1,134 | $291.6K | 0.08% | −3−0.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $291.6K | 0.14% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,137 | $292.2K | 0.16% | +5+0.4% | Added |
| Enterprise Financial Services Corp | 1,137 | $292.3K | 0.18% | −123−9.8% | Reduced |
| Journey Advisory Group, LLC | 1,140 | $293.1K | 0.04% | −478−29.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,140 | $293.1K | 0.05% | −38−3.2% | Reduced |
| Vawter Financial, Ltd. | 1,143 | $293.9K | 0.20% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,168 | $295.3K | 0.18% | +45+4.0% | Added |
| Triumph Capital Management | 1,150 | $295.7K | 0.12% | +1,150 | New |
| Sandy Cove Advisors, LLC | 1,151 | $295.8K | 0.13% | +54+4.9% | Added |
| Heritage Wealth Advisors | 1,151 | $295.9K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,152 | $296.0K | 0.05% | +203+21.4% | Added |
| Versant Capital Management, Inc | 1,154 | $296.7K | 0.08% | +389+50.8% | Added |
| Sabal Trust CO | 1,161 | $298.5K | 0.02% | −75−6.1% | Reduced |
| Evernest Financial Advisors, LLC | 1,167 | $300.0K | 0.13% | +1+0.1% | Added |
| Rosenbaum Jay D. | 1,178 | $302.9K | 1.71% | −5−0.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 1,180 | $303.4K | 0.22% | −157−11.7% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $303.4K | 0.31% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,181 | $303.6K | 0.20% | +4+0.3% | Added |