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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1,728 | $444.3K | 0.19% | +55+3.3% | Added |
| Aspire Capital Advisors LLC | 1,732 | $445.3K | 0.15% | +184+11.9% | Added |
| Stokes Family Office, LLC | 1,736 | $446.4K | 0.05% | +394+29.4% | Added |
| Ransom Advisory, Ltd | 1,743 | $448.1K | 0.22% | +100+6.1% | Added |
| Hemenway Trust Co LLC | 1,745 | $448.6K | 0.04% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 1,750 | $449.9K | 0.36% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,752 | $450.4K | 0.10% | −250−12.5% | Reduced |
| Essex LLC | 1,754 | $451.0K | 0.10% | −235−11.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,757 | $452.0K | 0.02% | +262+17.5% | Added |
| Alliance Wealth Advisors, LLC | 1,760 | $452.5K | 0.29% | +145+9.0% | Added |
| 3Chopt Investment Partners, LLC | 1,765 | $453.8K | 0.14% | +1,765 | New |
| Pinnacle Bancorp, Inc. | 1,767 | $454.3K | 0.13% | 00.0% | Unchanged |
| Tobam | 1,769 | $455.0K | 0.07% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,770 | $455.1K | 0.03% | −51−2.8% | Reduced |
| Pacific Sage Partners, LLC | 1,773 | $455.8K | 0.11% | +25+1.4% | Added |
| Main Street Research LLC | 1,774 | $456.1K | 0.03% | −102,708−98.3% | Reduced |
| Cottage Street Advisors LLC | 1,777 | $456.9K | 0.27% | +1+0.1% | Added |
| Sunpointe, LLC | 1,779 | $457.4K | 0.30% | +40+2.3% | Added |
| Sage Private Wealth Group, LLC | 1,781 | $457.9K | 0.39% | +330+22.7% | Added |
| Argonautica Private Wealth Management, Inc | 1,782 | $458.2K | 0.16% | +9+0.5% | Added |
| Root Financial Partners, LLC | 1,784 | $458.7K | 0.11% | +1,784 | New |
| Montecito Bank & Trust | 1,795 | $461.5K | 0.09% | −209−10.4% | Reduced |
| Riversedge Advisors, LLC | 1,798 | $462.3K | 0.11% | −56−3.0% | Reduced |
| First Financial Corp | 1,803 | $463.5K | 0.24% | −207−10.3% | Reduced |
| Strategy Asset Managers LLC | 2,197 | $464.1K | 0.10% | −3,471−61.2% | Reduced |
| Revolve Wealth Partners, LLC | 1,810 | $465.4K | 0.08% | −88−4.6% | Reduced |
| Chaney Capital Management, Inc. | 1,811 | $465.6K | 0.31% | +18+1.0% | Added |
| Beacon Financial Group | 1,811 | $465.7K | 0.05% | +153+9.2% | Added |
| Perennial Advisors, LLC | 1,815 | $466.6K | 0.10% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 1,818 | $467.4K | 0.01% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $467.7K | 0.40% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,821 | $468.1K | 0.13% | −67−3.5% | Reduced |
| ASB Consultores, LLC | 1,823 | $468.7K | 0.17% | −1,464−44.5% | Reduced |
| Semus Wealth Partners LLC | 1,823 | $468.8K | 0.36% | +270+17.4% | Added |
| McDaniel Terry & Co | 1,822 | $469.0K | 0.04% | +80+4.6% | Added |
| LVW Advisors, LLC | 1,826 | $469.5K | 0.07% | −7−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 1,830 | $470.6K | 0.09% | +9+0.5% | Added |
| Leavell Investment Management, Inc. | 1,840 | $473.0K | 0.03% | +930+102.2% | Added |
| Advisory Alpha, LLC | 1,844 | $474.2K | 0.02% | +448+32.1% | Added |
| Contravisory Investment Management, Inc. | 1,846 | $474.6K | 0.11% | +73+4.1% | Added |
| Saiph Capital, LLC | 1,847 | $474.9K | 0.21% | +71+4.0% | Added |
| Berry Wealth Group, LP | 1,849 | $475.3K | 0.38% | +180+10.8% | Added |
| Balanced Rock Investment Advisor | 1,851 | $475.9K | 0.40% | −35−1.9% | Reduced |
| Arcataur Capital Management LLC | 1,860 | $478.2K | 0.17% | +45+2.5% | Added |
| Copperleaf Capital, LLC | 1,867 | $480.0K | 0.38% | −15−0.8% | Reduced |
| Everpar Advisors LLC | 1,871 | $481.0K | 0.24% | +377+25.2% | Added |
| Baxter Bros Inc | 1,904 | $481.4K | 0.06% | −104−5.2% | Reduced |
| PSI Advisors, LLC | 1,873 | $481.6K | 0.15% | +792+73.3% | Added |
| Advus Financial Partners, LLC | 1,873 | $481.6K | 0.15% | +287+18.1% | Added |
| Addison Advisors LLC | 1,875 | $482.1K | 0.16% | +34+1.8% | Added |
| Cypress Point Wealth Management, LLC | 1,876 | $482.3K | 0.23% | −120−6.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,876 | $482.3K | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,879 | $483.1K | 0.23% | −3−0.2% | Reduced |
| Patron Partners Advisors, LLC | 1,880 | $483.3K | 0.28% | +11+0.6% | Added |
| Fulcrum Capital LLC | 1,883 | $484.1K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,883 | $484.1K | 0.07% | +906+92.7% | Added |
| Guardian Wealth Advisors, LLC | 1,886 | $484.9K | 0.06% | +5+0.3% | Added |
| Intrua Financial, LLC | 1,886 | $484.9K | 0.08% | −520−21.6% | Reduced |
| Winthrop Advisory Group LLC | 1,898 | $488.0K | 0.07% | −55−2.8% | Reduced |
| Nvest Financial, LLC | 1,905 | $489.7K | 0.30% | +1,905 | New |
| Jeppson Wealth Management, LLC | 1,907 | $490.3K | 0.19% | +303+18.9% | Added |
| Battery Global Advisors, LLC | 1,914 | $492.1K | 0.33% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,915 | $492.3K | 0.20% | +1,915 | New |
| Traveka Wealth, LLC | 1,919 | $493.3K | 0.24% | −8−0.4% | Reduced |
| Wellington Shields & Co., LLC | 1,919 | $493.4K | 0.16% | +750+64.2% | Added |
| Amussen Hunsaker Associates LLC | 1,923 | $494.4K | 0.08% | −4−0.2% | Reduced |
| TFB Advisors LLC | 1,923 | $494.4K | 0.16% | +633+49.1% | Added |
| SPC Financial, Inc. | 1,924 | $494.7K | 0.05% | +456+31.1% | Added |
| Truvestments Capital LLC | 1,927 | $495.3K | 0.20% | −7−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,653 | $497.9K | 0.14% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,938 | $498.3K | 0.35% | +936+93.4% | Added |
| Cedrus LLC | 1,939 | $498.5K | 0.25% | +55+2.9% | Added |
| CBOE Vest Financial, LLC | 1,939 | $498.5K | 0.01% | +140+7.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,953 | $502.1K | 0.08% | +18+0.9% | Added |
| Ausdal Financial Partners, Inc. | 1,954 | $502.5K | 0.05% | −279−12.5% | Reduced |
| FF Advisors,LLC | 1,955 | $502.6K | 0.35% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,955 | $502.7K | 0.04% | +35+1.8% | Added |
| Synergy Financial Group, LTD | 1,957 | $503.2K | 0.53% | +6+0.3% | Added |
| Ewa, LLC | 1,968 | $504.0K | 0.21% | +14+0.7% | Added |
| White Pine Capital LLC | 1,964 | $504.9K | 0.19% | +43+2.2% | Added |
| Redwood Investment Management, LLC | 2,083 | $505.0K | 0.04% | −4,685−69.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,971 | $506.6K | 0.08% | +4+0.2% | Added |
| Encompass Wealth Advisors, LLC | 1,973 | $507.1K | 0.13% | +49+2.5% | Added |
| Pointe Capital Management LLC | 1,989 | $511.4K | 0.32% | +4+0.2% | Added |
| Gratus Capital LLC | 1,992 | $512.2K | 0.02% | +672+50.9% | Added |
| Connecticut Wealth Management, LLC | 1,993 | $512.4K | 0.03% | +74+3.9% | Added |
| Independent Solutions Wealth Management, LLC | 1,995 | $512.9K | 0.12% | −5,555−73.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $514.0K | 0.27% | −11,000−84.6% | Reduced |
| Covenant Partners, LLC | 2,001 | $514.5K | 0.16% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,002 | $514.7K | 0.52% | −160−7.4% | Reduced |
| Hilltop National Bank | 2,002 | $514.7K | 0.17% | +10.0% | Added |
| Pegasus Partners Ltd. | 2,002 | $514.7K | 0.05% | +668+50.1% | Added |
| Callan Capital, LLC | 2,002 | $514.7K | 0.04% | −220−9.9% | Reduced |
| Alley Investment Management Company, LLC | 2,003 | $515.0K | 0.07% | −60−2.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,003 | $515.0K | 0.03% | +56+2.9% | Added |
| Brio Consultants, LLC | 2,008 | $516.3K | 0.09% | −324−13.9% | Reduced |
| Vicus Capital | 2,014 | $517.8K | 0.05% | +167+9.0% | Added |
| Peterson Wealth Services | 2,015 | $518.1K | 0.18% | +32+1.6% | Added |
| Crewe Advisors LLC | 2,020 | $519.3K | 0.06% | +29+1.5% | Added |
| Northern Financial Advisors Inc | 2,024 | $520.4K | 0.42% | −6−0.3% | Reduced |