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 |
|---|---|---|---|---|---|
| RFG Holdings, Inc. | 2,028 | $521.5K | 0.20% | +893+78.7% | Added |
| Journey Strategic Wealth LLC | 2,031 | $522.2K | 0.02% | +1,326+188.1% | Added |
| Regal Investment Advisors LLC | 2,032 | $522.3K | 0.03% | −77−3.7% | Reduced |
| Boston Trust Walden Corp | 2,039 | $524.2K | 0.00% | −24−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,043 | $525.3K | 0.05% | −960−32.0% | Reduced |
| SFM, LLC | 2,046 | $526.0K | 0.40% | +46+2.3% | Added |
| Virtue Capital Management, LLC | 2,060 | $526.4K | 0.09% | −234−10.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,062 | $529.0K | 1.32% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,064 | $530.7K | 0.06% | −168−7.5% | Reduced |
| Tyche Wealth Partners LLC | 2,085 | $536.1K | 0.13% | −385−15.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,128 | $538.1K | 0.02% | −2,303−52.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,094 | $538.3K | 0.12% | −455−17.9% | Reduced |
| Roberts Glore & Co Inc | 2,099 | $539.7K | 0.16% | −48−2.2% | Reduced |
| Nicholas Investment Partners, LP | 2,106 | $541.5K | 0.06% | −5,857−73.6% | Reduced |
| Gallacher Capital Management LLC | 2,124 | $546.1K | 0.29% | +2,124 | New |
| Apollon Financial, LLC | 2,127 | $546.8K | 0.18% | −351−14.2% | Reduced |
| JT Stratford LLC | 2,129 | $547.4K | 0.10% | −512−19.4% | Reduced |
| RAM Investment Partners, LLC | 2,136 | $549.1K | 0.16% | +19+0.9% | Added |
| Fort Point Capital Partners LLC | 2,137 | $549.4K | 0.07% | −962−31.0% | Reduced |
| Marino, Stram & Associates LLC | 2,137 | $549.4K | 0.13% | +288+15.6% | Added |
| Laffer Tengler Investments | 2,139 | $549.9K | 0.12% | −2,367−52.5% | Reduced |
| Telos Capital Management, Inc. | 2,140 | $550.3K | 0.06% | −100−4.5% | Reduced |
| Redwood Financial Network Corp | 2,141 | $550.5K | 0.46% | −20−0.9% | Reduced |
| Heartland Bank & Trust Co | 2,144 | $551.2K | 0.31% | −3,888−64.5% | Reduced |
| Berger Financial Group, Inc | 2,151 | $552.9K | 0.04% | +449+26.4% | Added |
| Smith, Moore & Co. | 2,159 | $555.1K | 0.06% | +270+14.3% | Added |
| Hengehold Capital Management LLC | 2,167 | $557.1K | 0.06% | −137−5.9% | Reduced |
| Belmont Capital, LLC | 2,167 | $557.1K | 0.10% | +1,969+994.4% | Added |
| Montag A & Associates Inc | 2,173 | $558.7K | 0.03% | −4,262−66.2% | Reduced |
| Mirador Capital Partners LP | 2,184 | $561.4K | 0.11% | −30−1.4% | Reduced |
| Alera Investment Advisors, LLC | 2,185 | $561.8K | 0.07% | +1,315+151.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,196 | $564.6K | 0.03% | +185+9.2% | Added |
| Accurate Wealth Management, LLC | 2,242 | $567.0K | 0.14% | +835+59.3% | Added |
| Headinvest, LLC | 2,209 | $567.9K | 0.11% | −220−9.1% | Reduced |
| IFG Advisory, LLC | 2,211 | $568.6K | 0.04% | +2,211 | New |
| Capital Investment Advisory Services, LLC | 2,221 | $571.0K | 0.06% | +23+1.0% | Added |
| Duff & Phelps Investment Management Co | 2,223 | $571.5K | 0.01% | −8,993−80.2% | Reduced |
| Legacy Capital Group California, Inc. | 2,224 | $571.8K | 0.21% | +2,224 | New |
| Summit Global Investments | 2,233 | $574.0K | 0.04% | +905+68.1% | Added |
| Hartford Funds Management Co LLC | 2,233 | $574.0K | 0.05% | +40+1.8% | Added |
| New World Advisors LLC | 2,234 | $574.4K | 0.16% | −8−0.4% | Reduced |
| Crumly & Associates Inc. | 2,234 | $574.4K | 0.17% | +37+1.7% | Added |
| Prosperity Consulting Group, LLC | 2,238 | $575.4K | 0.08% | +239+12.0% | Added |
| Iams Wealth Management, LLC | 2,239 | $575.6K | 0.32% | +2,239 | New |
| Childress Capital Advisors, LLC | 2,239 | $575.7K | 0.16% | −113−4.8% | Reduced |
| 17 Capital Partners, LLC | 2,242 | $576.4K | 0.41% | −704−23.9% | Reduced |
| Accel Wealth Management | 2,244 | $577.0K | 0.23% | +387+20.8% | Added |
| Vienna Asset Management LLC | 2,247 | $577.7K | 0.48% | +162+7.8% | Added |
| Altfest L J & Co Inc | 2,255 | $580.0K | 0.08% | −1,325−37.0% | Reduced |
| Blue Fin Capital, Inc. | 2,257 | $580.3K | 0.12% | −124−5.2% | Reduced |
| IVC Wealth Advisors LLC | 2,266 | $582.6K | 0.33% | +21+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 2,267 | $582.9K | 0.15% | −14−0.6% | Reduced |
| First Affirmative Financial Network | 2,272 | $584.0K | 0.41% | +412+22.2% | Added |
| Gamco Investors, Inc. Et Al | 2,273 | $584.4K | 0.01% | −2,917−56.2% | Reduced |
| Avalon Trust Co | 2,281 | $586.4K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,287 | $588.0K | 0.06% | −5−0.2% | Reduced |
| Zullo Investment Group, Inc. | 2,290 | $588.8K | 0.26% | +142+6.6% | Added |
| Parkside Advisors LLC | 2,299 | $591.1K | 0.15% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,308 | $591.6K | 0.15% | −7−0.3% | Reduced |
| Aprio Wealth Management, LLC | 2,301 | $591.6K | 0.11% | +38+1.7% | Added |
| Blue Barn Wealth, LLC | 2,302 | $591.8K | 0.33% | +95+4.3% | Added |
| Laidlaw Wealth Management LLC | 2,310 | $593.9K | 0.33% | +106+4.8% | Added |
| 626 Financial, LLC | 2,314 | $594.9K | 0.35% | +10.0% | Added |
| Investors Research Corp | 2,317 | $595.7K | 0.14% | +100+4.5% | Added |
| Trueblood Wealth Management, LLC | 2,327 | $598.3K | 0.34% | +94+4.2% | Added |
| Oxford Financial Group Ltd | 2,340 | $601.6K | 0.04% | +1,095+88.0% | Added |
| Twin City Private Wealth, LLC | 2,350 | $604.1K | 0.57% | +945+67.3% | Added |
| Sivia Capital Partners, LLC | 2,352 | $604.7K | 0.40% | −169−6.7% | Reduced |
| Catalina Capital Group, LLC | 2,353 | $605.0K | 0.23% | −80−3.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,356 | $605.7K | 0.52% | +77+3.4% | Added |
| Studio Investment Management LLC | 2,360 | $606.8K | 0.14% | +12+0.5% | Added |
| Worth Financial Advisory Group, LLC | 2,362 | $607.3K | 0.40% | +601+34.1% | Added |
| Abbot Financial Management, Inc. | 2,368 | $608.8K | 0.33% | 00.0% | Unchanged |
| Holderness Investments Co | 2,373 | $610.1K | 0.14% | +430+22.1% | Added |
| AdvisorNet Financial, Inc | 2,377 | $611.0K | 0.06% | −73−3.0% | Reduced |
| Orrstown Financial Services Inc | 2,380 | $611.9K | 0.32% | +175+7.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $611.9K | 0.14% | +189+8.6% | Added |
| Sierra Capital LLC | 2,390 | $614.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,391 | $614.7K | 0.05% | −11,162−82.4% | Reduced |
| Magnolia Capital Advisors LLC | 2,393 | $615.2K | 0.34% | −1,532−39.0% | Reduced |
| Cim Investment Mangement Inc | 2,398 | $616.5K | 0.19% | −27−1.1% | Reduced |
| Next Capital Management LLC | 2,401 | $617.2K | 0.26% | +1,109+85.8% | Added |
| Gabelli Funds LLC | 2,405 | $618.3K | 0.00% | +255+11.9% | Added |
| PFG Advisors | 2,414 | $620.7K | 0.04% | +740+44.2% | Added |
| Motiv8 Investments LLC | 2,425 | $623.6K | 0.46% | −23−0.9% | Reduced |
| Salvus Wealth Management, LLC | 2,427 | $624.0K | 0.43% | +53+2.2% | Added |
| City State Bank | 2,433 | $625.5K | 0.26% | +1,354+125.5% | Added |
| NVWM, LLC | 2,529 | $626.2K | 0.17% | −8,945−78.0% | Reduced |
| Blackhawk Capital Partners LLC. | 2,436 | $626.3K | 0.38% | −6,363−72.3% | Reduced |
| Valley National Advisers Inc | 2,450 | $629.0K | 0.09% | −348−12.4% | Reduced |
| Westover Capital Advisors, LLC | 2,463 | $633.2K | 0.16% | +1,581+179.3% | Added |
| Fortitude Family Office, LLC | 2,464 | $633.5K | 0.36% | +96+4.1% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $634.3K | 0.57% | −14−0.6% | Reduced |
| Prentice Wealth Management LLC | 2,469 | $634.8K | 0.21% | +53+2.2% | Added |
| GFG Capital, LLC | 2,470 | $635.2K | 0.17% | −63−2.5% | Reduced |
| United Community Bank | 2,471 | $635.3K | 0.26% | +1,141+85.8% | Added |
| Heritage Wealth Management, Inc. | 2,423 | $637.7K | 0.21% | +2,423 | New |
| Solstein Capital, LLC | 2,487 | $639.4K | 0.42% | 00.0% | Unchanged |
| Venator Management LLC | 2,500 | $642.8K | 0.19% | +2,500 | New |
| Lakeview Capital Partners, LLC | 2,140 | $644.5K | 0.10% | 00.0% | Unchanged |