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 |
|---|---|---|---|---|---|
| Morling Financial Advisors, LLC | 1,182 | $303.9K | 0.13% | +1,182 | New |
| Modern Wealth Management, LLC | 1,185 | $304.8K | 0.02% | +294+33.0% | Added |
| Florida Financial Advisors, LLC | 1,196 | $305.0K | 0.18% | −7−0.6% | Reduced |
| Somerset Group LLC | 1,188 | $305.4K | 0.27% | −18−1.5% | Reduced |
| Private Advisory Group LLC | 1,192 | $306.5K | 0.04% | −483−28.8% | Reduced |
| Fiduciary Alliance LLC | 1,198 | $306.9K | 0.05% | +1,198 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,194 | $307.0K | 0.14% | −396−24.9% | Reduced |
| Fielder Capital Group LLC | 1,195 | $307.2K | 0.12% | +116+10.8% | Added |
| Kennedy Investment Group | 1,195 | $307.3K | 0.16% | −80−6.3% | Reduced |
| WNY Asset Management, LLC | 1,197 | $307.8K | 0.04% | −293−19.7% | Reduced |
| Wealth Architects, LLC | 1,199 | $308.2K | 0.04% | −26−2.1% | Reduced |
| Gradient Capital Advisors, LLC | 1,201 | $308.8K | 0.11% | +6+0.5% | Added |
| JSF Financial, LLC | 1,205 | $309.8K | 0.09% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,206 | $310.2K | 0.11% | +128+11.9% | Added |
| Guardian Capital Advisors LP | 1,230 | $310.7K | 0.03% | −1,800−59.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,214 | $312.1K | 0.10% | +197+19.4% | Added |
| Custom Index Systems, LLC | 1,220 | $313.7K | 0.18% | −1,194−49.5% | Reduced |
| Insight Advisors, LLC | 1,220 | $313.7K | 0.06% | −982−44.6% | Reduced |
| Peoples Bank | 1,225 | $314.9K | 0.25% | +1,035+544.7% | Added |
| Aurora Private Wealth, Inc. | 1,230 | $316.0K | 0.28% | +1,230 | New |
| Willis Johnson & Associates, Inc. | 1,236 | $317.7K | 0.03% | +299+31.9% | Added |
| Wealth Group, Ltd. | 1,237 | $318.0K | 0.23% | +10+0.8% | Added |
| Strata Wealth Advisors, LLC | 1,237 | $318.0K | 0.11% | −390−24.0% | Reduced |
| HCR Wealth Advisors | 1,238 | $318.3K | 0.05% | +59+5.0% | Added |
| HTLF Bank | 1,239 | $318.5K | 0.04% | +31+2.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $318.8K | 0.14% | 00.0% | Unchanged |
| Meritage Group LP | 1,243 | $319.6K | 0.01% | −86,094−98.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,244 | $319.8K | 0.12% | +20+1.6% | Added |
| Janney Capital Management LLC | 1,246 | $320.0K | 0.02% | −1,273−50.5% | Reduced |
| Private Client Services, LLC | 1,246 | $320.3K | 0.20% | +1,246 | New |
| Gallagher Fiduciary Advisors, LLC | 1,249 | $321.1K | 0.07% | +63+5.3% | Added |
| American State Bank (Iowa) | 1,250 | $321.4K | 0.21% | +2+0.2% | Added |
| Vanguard Capital Wealth Advisors | 1,251 | $321.5K | 0.22% | +1,251 | New |
| Sovereign Financial Group, Inc. | 1,251 | $321.7K | 0.08% | +104+9.1% | Added |
| JBR Co Financial Management Inc | 1,252 | $321.9K | 0.23% | +15+1.2% | Added |
| Five Oceans Advisors | 1,259 | $323.7K | 0.17% | +65+5.4% | Added |
| Fortitude Advisory Group L.L.C. | 1,261 | $324.2K | 0.19% | −2,042−61.8% | Reduced |
| Adapt Wealth Advisors, LLC | 1,263 | $324.7K | 0.20% | +325+34.6% | Added |
| Sitrin Capital Management LLC | 1,266 | $325.5K | 0.17% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,268 | $326.0K | 0.07% | −37−2.8% | Reduced |
| Scissortail Wealth Management, LLC | 1,269 | $326.3K | 0.08% | +310+32.3% | Added |
| GLOBALT Investments LLC | 1,271 | $326.8K | 0.01% | −1−0.1% | Reduced |
| Powers Advisory Group, LLC | 1,271 | $326.9K | 0.18% | −32−2.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,272 | $327.0K | 0.09% | +17+1.4% | Added |
| Legacy Capital Wealth Partners, LLC | 1,272 | $327.1K | 0.08% | +1,272 | New |
| MBL Wealth, LLC | 1,279 | $328.8K | 0.04% | −5−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,292 | $329.0K | 0.01% | −3,561−73.4% | Reduced |
| Spotlight Asset Group, Inc. | 1,284 | $330.1K | 0.23% | +100+8.4% | Added |
| First American Trust, FSB | 1,284 | $330.2K | 0.03% | +99+8.4% | Added |
| Financial Partners Group, Inc | 1,286 | $330.8K | 0.05% | +10+0.8% | Added |
| Schnieders Capital Management LLC | 1,288 | $331.1K | 0.07% | −150−10.4% | Reduced |
| Koss-Olinger Consulting, LLC | 1,293 | $332.0K | 0.03% | −3,263−71.6% | Reduced |
| Crescent Grove Advisors, LLC | 1,292 | $332.2K | 0.04% | +1,292 | New |
| Resurgent Financial Advisors LLC | 1,297 | $333.5K | 0.21% | +74+6.1% | Added |
| Arvest Trust Co N A | 1,300 | $334.2K | 0.02% | −154−10.6% | Reduced |
| Sym Financial Corp | 1,301 | $334.5K | 0.05% | +1,301 | New |
| Kolinsky Wealth Management, LLC | 1,301 | $334.5K | 0.24% | −186−12.5% | Reduced |
| DSC Advisors, L.P. | 1,302 | $334.7K | 1.12% | +39+3.1% | Added |
| Consolidated Capital Management, LLC | 1,303 | $335.0K | 0.16% | −30−2.3% | Reduced |
| New Wave Wealth Advisors LLC | 1,308 | $336.3K | 0.18% | +1,308 | New |
| Berkeley Capital Partners, LLC | 1,310 | $336.8K | 0.10% | −93−6.6% | Reduced |
| Bremer Bank National Association | 1,314 | $337.8K | 0.07% | +141+12.0% | Added |
| Lee Danner & Bass Inc | 1,315 | $338.0K | 0.03% | +1,315 | New |
| Harmony Asset Management LLC | 1,320 | $339.4K | 0.14% | +1,320 | New |
| Sheets Smith Wealth Management | 1,321 | $339.6K | 0.04% | −2,030−60.6% | Reduced |
| First National Bank Sioux Falls | 1,324 | $340.4K | 0.18% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,325 | $340.7K | 0.26% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,331 | $342.0K | 0.29% | +12+0.9% | Added |
| Richard W. Paul & Associates, LLC | 1,334 | $343.0K | 0.13% | −9−0.7% | Reduced |
| Vantage Consulting Group Inc | 1,339 | $344.3K | 0.26% | +301+29.0% | Added |
| Silver Oak Securities, Inc | 1,340 | $344.6K | 0.05% | −101−7.0% | Reduced |
| Adirondack Trust Co | 1,341 | $344.7K | 0.14% | −9−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,341 | $344.8K | 0.05% | +113+9.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,342 | $345.0K | 0.34% | +122+10.0% | Added |
| Ignite Planners, LLC | 1,311 | $345.1K | 0.08% | +167+14.6% | Added |
| Evanson Asset Management, LLC | 1,346 | $346.1K | 0.03% | −180−11.8% | Reduced |
| Fortune Financial Advisors, LLC | 1,349 | $346.8K | 0.21% | +88+7.0% | Added |
| First Heartland Consultants, Inc. | 1,355 | $348.0K | 0.03% | −35−2.5% | Reduced |
| Beacon Capital Management, LLC | 1,357 | $349.0K | 0.06% | +418+44.5% | Added |
| Bellecapital International Ltd. | 1,359 | $349.4K | 0.07% | +135+11.0% | Added |
| Hoylecohen, LLC | 1,379 | $354.5K | 0.03% | −30−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 1,380 | $354.8K | 0.01% | −270−16.4% | Reduced |
| Avenue 1 Advisors, LLC | 1,381 | $355.1K | 0.14% | +7+0.5% | Added |
| Fermata Advisors, LLC | 1,385 | $356.1K | 0.08% | −3−0.2% | Reduced |
| Outlook Wealth Advisors, LLC | 1,391 | $357.6K | 0.17% | −83−5.6% | Reduced |
| Edgestream Partners, L.P. | 1,398 | $359.4K | 0.02% | −7,969−85.1% | Reduced |
| Point72 Asset Management, L.P. | 1,400 | $359.9K | 0.00% | −350−20.0% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $359.9K | 0.07% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,400 | $359.9K | 0.09% | +10+0.7% | Added |
| TCI Wealth Advisors, Inc. | 1,400 | $360.0K | 0.03% | −106−7.0% | Reduced |
| Ridgewood Investments LLC | 1,401 | $360.2K | 0.18% | +350+33.3% | Added |
| Jacobsen Capital Management | 1,402 | $360.5K | 0.16% | −137−8.9% | Reduced |
| FDx Advisors, Inc. | 1,405 | $361.0K | 0.10% | −20,195−93.5% | Reduced |
| KC Investment Advisors, LLC | 1,405 | $361.2K | 0.18% | +141+11.2% | Added |
| Lodestar Private Asset Management LLC | 1,406 | $361.4K | 0.05% | −17−1.2% | Reduced |
| Traynor Capital Management, Inc. | 1,409 | $362.3K | 0.03% | +115+8.9% | Added |
| Creative Financial Designs Inc | 1,414 | $363.6K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,424 | $366.1K | 0.22% | +100+7.6% | Added |
| Jackson Creek Investment Advisors LLC | 1,426 | $367.0K | 0.13% | −1,401−49.6% | Reduced |
| Klingman & Associates, LLC | 1,429 | $367.4K | 0.02% | +44+3.2% | Added |