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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,429 | $367.5K | 0.03% | −26−1.8% | Reduced |
| Seeds Investor LLC | 1,432 | $368.1K | 0.19% | +529+58.6% | Added |
| Triad Wealth Partners, LLC | 1,437 | $369.5K | 0.19% | +684+90.8% | Added |
| DC Investments Management, LLC | 1,441 | $370.5K | 0.31% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,442 | $371.0K | 0.19% | +105+7.9% | Added |
| Farrell Financial LLC | 1,443 | $371.1K | 0.29% | +80+5.9% | Added |
| Seven Mile Advisory | 1,445 | $371.5K | 0.27% | +35+2.5% | Added |
| Spirepoint Private Client, LLC | 1,450 | $372.8K | 0.05% | +306+26.7% | Added |
| Bank of Stockton | 1,451 | $373.1K | 0.12% | +538+58.9% | Added |
| Stonebridge Financial Planning Group, LLC | 1,458 | $374.7K | 0.19% | −112−7.1% | Reduced |
| Paladin Advisory Group, LLC | 1,464 | $375.1K | 0.29% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,461 | $375.6K | 0.08% | −456−23.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,464 | $376.3K | 0.03% | −295−16.8% | Reduced |
| Cobblestone Capital Advisors LLC | 1,471 | $378.2K | 0.02% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,471 | $378.3K | 0.02% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,479 | $380.3K | 0.04% | −238−13.9% | Reduced |
| Nichols & Pratt Advisers LLP | 1,480 | $380.5K | 0.03% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,482 | $381.0K | 0.21% | +1,482 | New |
| CVA Family Office, LLC | 1,482 | $381.0K | 0.07% | +58+4.1% | Added |
| West Oak Capital, LLC | 1,495 | $384.4K | 0.15% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,498 | $385.1K | 0.02% | +179+13.6% | Added |
| Zweig-DiMenna Associates LLC | 1,500 | $385.6K | 0.04% | −30,450−95.3% | Reduced |
| Madison Park Capital Advisors, LLC | 1,500 | $385.6K | 0.32% | −44−2.8% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $385.6K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $385.6K | 0.07% | +1,500 | New |
| M3 Advisory Group, LLC | 1,500 | $385.7K | 0.32% | +754+101.1% | Added |
| Smith Thornton Advisors LLC | 1,503 | $386.4K | 0.28% | +1,503 | New |
| Retirement Income Solutions, Inc | 1,510 | $388.2K | 0.09% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,514 | $389.2K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,518 | $390.3K | 0.00% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,523 | $391.6K | 0.21% | +1,523 | New |
| Waddell & Associates, LLC | 1,523 | $391.7K | 0.05% | +46+3.1% | Added |
| RiverGlades Family Offices LLC | 1,525 | $392.1K | 0.30% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,546 | $392.8K | 0.24% | +482+45.3% | Added |
| Smith Group Asset Management, LLC | 1,528 | $392.8K | 0.03% | −80−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,529 | $393.0K | 0.02% | +213+16.2% | Added |
| Fort Sheridan Advisors LLC | 1,529 | $393.1K | 0.06% | −90−5.6% | Reduced |
| Phillips Wealth Planners LLC | 1,558 | $393.5K | 0.41% | +403+34.9% | Added |
| Pathway Financial Advisors LLC | 1,532 | $393.9K | 0.11% | −23−1.5% | Reduced |
| Waterloo Capital, L.P. | 1,533 | $394.2K | 0.05% | +457+42.5% | Added |
| Keystone Financial Group | 1,538 | $395.3K | 0.14% | −206−11.8% | Reduced |
| Mattern Wealth Management LLC | 1,542 | $396.5K | 0.10% | +172+12.6% | Added |
| Tradition Wealth Management, LLC | 1,543 | $396.6K | 0.04% | +17+1.1% | Added |
| Nicholas Hoffman & Company, LLC. | 1,543 | $396.8K | 0.02% | −41−2.6% | Reduced |
| Waypoint Wealth Partners Inc. | 1,545 | $397.2K | 0.12% | −396−20.4% | Reduced |
| Dougherty Wealth Advisers LLC | 1,549 | $398.2K | 0.35% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,550 | $398.6K | 0.05% | +1,550 | New |
| Wetzel Investment Advisors, Inc. | 1,333 | $401.5K | 0.23% | −228−14.6% | Reduced |
| Sonata Capital Group Inc | 1,567 | $403.0K | 0.21% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,572 | $404.2K | 0.26% | +502+46.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,573 | $404.4K | 0.15% | +1,573 | New |
| Beaton Management Co. Inc. | 1,575 | $405.0K | 0.22% | +44+2.9% | Added |
| DCM Advisors, LLC | 1,580 | $406.3K | 0.21% | +275+21.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,586 | $407.8K | 0.12% | −150−8.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,589 | $408.5K | 0.01% | +1,589 | New |
| Trilogy Capital Inc. | 1,594 | $409.8K | 0.02% | +337+26.8% | Added |
| JNBA Financial Advisors | 1,597 | $410.6K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,599 | $411.1K | 0.15% | +419+35.5% | Added |
| Park National Corp | 1,600 | $411.4K | 0.02% | −180−10.1% | Reduced |
| Financial Advisory Corp | 1,606 | $413.0K | 0.17% | −933−36.7% | Reduced |
| Apexium Financial, LP | 1,607 | $413.2K | 0.03% | −186−10.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,609 | $413.7K | 0.15% | +297+22.6% | Added |
| Busey Wealth Management | 1,610 | $413.9K | 0.01% | +89+5.9% | Added |
| LJI Wealth Management, LLC | 1,611 | $414.2K | 0.09% | +1,611 | New |
| Fountainhead AM, LLC | 1,611 | $414.3K | 0.10% | +75+4.9% | Added |
| West Family Investments, Inc. | 1,619 | $416.2K | 0.12% | −439−21.3% | Reduced |
| FFT Wealth Management LLC | 1,625 | $417.7K | 0.04% | −218−11.8% | Reduced |
| West Michigan Advisors, LLC | 1,625 | $417.8K | 0.13% | −39−2.3% | Reduced |
| MRP Capital Investments, LLC | 1,629 | $418.8K | 0.39% | +1,629 | New |
| Gemmer Asset Management LLC | 1,631 | $419.4K | 0.05% | +12+0.7% | Added |
| VisionPoint Advisory Group, LLC | 1,633 | $419.8K | 0.15% | −47−2.8% | Reduced |
| Advisor OS, LLC | 1,633 | $419.9K | 0.05% | −139−7.8% | Reduced |
| Good Life Advisors, LLC | 1,635 | $420.4K | 0.03% | +209+14.7% | Added |
| V2 Financial group LLC | 1,628 | $421.0K | 0.28% | −1,362−45.6% | Reduced |
| Clarity Wealth Advisors, LLC | 1,638 | $421.2K | 0.14% | +9+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 1,645 | $422.9K | 0.01% | +334+25.5% | Added |
| LBMC Investment Advisors, LLC | 1,646 | $423.2K | 0.04% | +1,646 | New |
| Beacon Financial Advisory LLC | 1,647 | $423.5K | 0.16% | +334+25.4% | Added |
| Arden Trust Co | 1,648 | $423.7K | 0.06% | −6−0.4% | Reduced |
| American National Bank | 1,657 | $426.0K | 0.05% | −1,571−48.7% | Reduced |
| Hyperion Partners, LLC | 1,660 | $426.8K | 0.30% | +9+0.5% | Added |
| Howland Capital Management LLC | 1,665 | $428.1K | 0.02% | +1,665 | New |
| Convergence Investment Partners, LLC | 1,667 | $428.6K | 0.13% | −2,891−63.4% | Reduced |
| Pioneer Wealth Management Group | 1,668 | $428.8K | 0.23% | +812+94.9% | Added |
| GYL Financial Synergies, LLC | 1,669 | $429.2K | 0.03% | −289−14.8% | Reduced |
| Legacy Edge Advisors, LLC | 1,671 | $429.6K | 0.08% | +395+31.0% | Added |
| SlateStone Wealth, LLC | 1,673 | $430.0K | 0.05% | +155+10.2% | Added |
| Zimmermann Investment Management & Planning LLC | 1,680 | $431.9K | 0.14% | +1,680 | New |
| LaSalle St. Investment Advisors, LLC | 1,686 | $434.0K | 0.22% | −222−11.6% | Reduced |
| One Wealth Advisors, LLC | 1,724 | $435.4K | 0.09% | −41−2.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,696 | $436.1K | 0.09% | +726+74.8% | Added |
| J. W. Coons Advisors, LLC | 1,702 | $437.6K | 0.11% | +421+32.9% | Added |
| Capital Performance Advisors LLP | 1,703 | $437.8K | 0.17% | +19+1.1% | Added |
| Peninsula Wealth, LLC | 1,725 | $438.2K | 0.08% | −34−1.9% | Reduced |
| Wayfinding Financial, LLC | 1,708 | $439.0K | 0.25% | −56−3.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,714 | $440.7K | 0.06% | −157−8.4% | Reduced |
| Cedar Wealth Management, LLC | 1,716 | $441.2K | 0.14% | −24−1.4% | Reduced |
| West Branch Capital LLC | 1,718 | $441.8K | 0.16% | +334+24.1% | Added |
| Wedge Capital Management L L P | 1,719 | $442.0K | 0.01% | −10−0.6% | Reduced |
| Richardson Financial Services Inc. | 1,726 | $443.8K | 0.32% | −54−3.0% | Reduced |