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 |
|---|---|---|---|---|---|
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.11M | 0.94% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 15,966 | $4.11M | 0.61% | +4,097+34.5% | Added |
| Frank, Rimerman Advisors LLC | 15,894 | $4.09M | 0.29% | +14,450+1,000.7% | Added |
| Ashton Thomas Private Wealth, LLC | 15,891 | $4.09M | 0.23% | +2,912+22.4% | Added |
| E Fund Management Co., Ltd. | 15,838 | $4.07M | 0.23% | +551+3.6% | Added |
| Prelude Capital Management, LLC | 15,818 | $4.07M | 0.34% | +3,471+28.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,733 | $4.05M | 1.03% | +5,790+58.2% | Added |
| Vestmark Advisory Solutions, Inc. | 15,713 | $4.04M | 0.17% | +130+0.8% | Added |
| IPG Investment Advisors LLC | 15,691 | $4.03M | 0.88% | +4,158+36.1% | Added |
| Wedmont Private Capital | 15,874 | $4.03M | 0.25% | −30−0.2% | Reduced |
| Capital Analysts, LLC | 15,662 | $4.03M | 0.18% | +1,530+10.8% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.02M | 0.15% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 15,598 | $4.01M | 1.61% | +14,912+2,173.8% | Added |
| Sepio Capital, LP | 15,593 | $4.01M | 0.37% | −28−0.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,591 | $4.01M | 1.29% | +211+1.4% | Added |
| Schechter Investment Advisors, LLC | 15,578 | $4.01M | 0.30% | −1,081−6.5% | Reduced |
| GeoWealth Management, LLC | 15,570 | $4.00M | 0.17% | +2,333+17.6% | Added |
| Cavalier Investments, LLC | 15,381 | $3.95M | 1.22% | +434+2.9% | Added |
| Private Wealth Partners, LLC | 15,322 | $3.94M | 0.30% | −452−2.9% | Reduced |
| Progressive Investment Management Corp | 15,267 | $3.93M | 1.04% | −8,029−34.5% | Reduced |
| River Road Asset Management, LLC | 15,246 | $3.92M | 0.06% | +15,246 | New |
| Strategic Planning Group, LLC | 15,225 | $3.91M | 0.86% | +5,642+58.9% | Added |
| Hixon Zuercher, LLC | 15,198 | $3.91M | 1.65% | +1,164+8.3% | Added |
| Bey-Douglas LLC | 15,435 | $3.90M | 3.61% | +3,530+29.7% | Added |
| Ballentine Partners, LLC | 15,162 | $3.90M | 0.07% | −1,178−7.2% | Reduced |
| Cumberland Partners Ltd | 15,100 | $3.88M | 0.28% | +4,000+36.0% | Added |
| Mirova | 15,084 | $3.88M | 0.71% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 15,042 | $3.87M | 1.44% | +15,042 | New |
| Arlington Financial Advisors, LLC | 15,007 | $3.86M | 0.85% | −92−0.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,873 | $3.82M | 1.72% | +30+0.2% | Added |
| Trust Co of Toledo NA | 14,825 | $3.81M | 0.55% | +516+3.6% | Added |
| Kingswood Wealth Advisors, LLC | 14,795 | $3.80M | 0.34% | +608+4.3% | Added |
| John G Ullman & Associates Inc | 14,700 | $3.78M | 0.58% | +14,700 | New |
| Aperture Investors, LLC | 14,615 | $3.76M | 0.55% | 00.0% | Unchanged |
| NBT Bank N A | 14,571 | $3.75M | 0.27% | +473+3.4% | Added |
| Landscape Capital Management, L.L.C. | 14,503 | $3.73M | 0.31% | +7,312+101.7% | Added |
| Beech Hill Advisors, Inc. | 14,389 | $3.70M | 1.53% | +1,885+15.1% | Added |
| Cozad Asset Management Inc | 14,346 | $3.69M | 0.37% | +383+2.7% | Added |
| Tritonpoint Wealth, LLC | 14,299 | $3.68M | 0.35% | +12,778+840.1% | Added |
| Midwest Professional Planners, LTD. | 14,207 | $3.65M | 1.22% | +794+5.9% | Added |
| Transatlantique Private Wealth LLC | 14,345 | $3.65M | 1.49% | +313+2.2% | Added |
| Charter Trust Co | 14,184 | $3.65M | 0.24% | +105+0.7% | Added |
| Diversify Advisory Services, LLC | 14,441 | $3.65M | 0.20% | −6,883−32.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $3.64M | 0.99% | 00.0% | Unchanged |
| Modus Advisors, LLC | 14,057 | $3.61M | 1.28% | +1,455+11.5% | Added |
| Global Retirement Partners, LLC | 14,029 | $3.61M | 0.11% | +5,235+59.5% | Added |
| KCM Investment Advisors LLC | 14,021 | $3.60M | 0.13% | −1,450−9.4% | Reduced |
| Synergy Financial Management, LLC | 14,017 | $3.60M | 0.56% | +2,902+26.1% | Added |
| Symphony Financial, Ltd. Co. | 14,156 | $3.59M | 0.66% | +3,621+34.4% | Added |
| Diversified Trust Co | 13,769 | $3.54M | 0.10% | +3,594+35.3% | Added |
| WD Rutherford LLC | 13,703 | $3.52M | 1.77% | −352−2.5% | Reduced |
| Westpac Banking Corp | 13,646 | $3.51M | 0.28% | +5,215+61.9% | Added |
| LGT Group Foundation | 13,638 | $3.51M | 0.06% | +1,450+11.9% | Added |
| Insight Holdings Group, LLC | 13,630 | $3.50M | 0.12% | −89,370−86.8% | Reduced |
| Mutual Advisors, LLC | 13,543 | $3.50M | 0.11% | +2,882+27.0% | Added |
| Bridgeway Capital Management, LLC | 13,600 | $3.50M | 0.08% | −23,300−63.1% | Reduced |
| a16z Perennial Management, L.P. | 13,528 | $3.48M | 0.37% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,498 | $3.47M | 0.26% | +8,493+169.7% | Added |
| Pitcairn Co | 13,417 | $3.45M | 0.21% | −2,568−16.1% | Reduced |
| Transcend Wealth Collective, LLC | 13,386 | $3.44M | 0.25% | −109−0.8% | Reduced |
| Savant Capital, LLC | 13,364 | $3.44M | 0.03% | −3,668−21.5% | Reduced |
| Grove Bank & Trust | 13,316 | $3.42M | 0.55% | +378+2.9% | Added |
| CastleKnight Management LP | 13,200 | $3.39M | 0.45% | +13,200 | New |
| Wunderlich Capital Managemnt | 13,194 | $3.39M | 1.51% | +357+2.8% | Added |
| Davidson Capital Management Inc. | 13,156 | $3.38M | 1.04% | +5,079+62.9% | Added |
| Canal Capital Management, LLC | 13,063 | $3.36M | 0.57% | +384+3.0% | Added |
| Gilder Gagnon Howe & Co LLC | 13,035 | $3.35M | 0.04% | −12,287−48.5% | Reduced |
| Family Management Corp | 13,002 | $3.34M | 0.59% | +13,002 | New |
| Exor Capital LLP | 13,000 | $3.34M | 0.11% | +13,000 | New |
| Clarity Capital Partners LLC | 12,976 | $3.34M | 2.04% | +1,249+10.7% | Added |
| Gilliland Jeter Wealth Management LLC | 12,947 | $3.33M | 1.12% | −46−0.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,944 | $3.33M | 1.24% | +7,863+154.8% | Added |
| Courier Capital LLC | 12,933 | $3.33M | 0.26% | +212+1.7% | Added |
| Savoie Capital LLC | 12,900 | $3.32M | 0.43% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,889 | $3.31M | 0.95% | +327+2.6% | Added |
| Icon Advisers Inc | 12,900 | $3.31M | 0.74% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,834 | $3.30M | 0.96% | +224+1.8% | Added |
| Ritholtz Wealth Management | 12,817 | $3.30M | 0.11% | −32−0.2% | Reduced |
| Independence Bank of Kentucky | 12,711 | $3.27M | 0.87% | +65+0.5% | Added |
| Laurel Wealth Advisors LLC | 12,643 | $3.25M | 0.57% | −345−2.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,590 | $3.24M | 0.40% | +3,000+31.3% | Added |
| Centaurus Financial, Inc. | 12,464 | $3.20M | 0.21% | +2,365+23.4% | Added |
| Garrett Investment Advisors LLC | 12,458 | $3.20M | 0.37% | +203+1.7% | Added |
| Harbor Investment Advisory, LLC | 29,088 | $3.20M | 0.33% | −554−1.9% | Reduced |
| RWM Asset Management, LLC | 12,369 | $3.18M | 0.57% | +12,369 | New |
| Soros Capital Management LLC | 12,346 | $3.17M | 1.74% | −57,457−82.3% | Reduced |
| Dynasty Wealth Management, LLC | 12,329 | $3.17M | 0.09% | +920+8.1% | Added |
| Arthur M. Cohen & Associates, LLC | 12,306 | $3.16M | 0.58% | +438+3.7% | Added |
| Redwood Investments, LLC | 14,324 | $3.16M | 1.08% | −880−5.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 12,225 | $3.14M | 0.68% | −12,831−51.2% | Reduced |
| Artemis Investment Management LLP | 12,206 | $3.14M | 0.04% | −21,444−63.7% | Reduced |
| NBC Securities, Inc. | 12,205 | $3.14M | 0.29% | −199−1.6% | Reduced |
| Glynn Capital Management LLC | 12,197 | $3.14M | 0.63% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,148 | $3.12M | 0.02% | +864+7.7% | Added |
| Green Harvest Asset Management LLC | 12,147 | $3.12M | 0.07% | +250+2.1% | Added |
| Carmignac Gestion | 12,154 | $3.12M | 0.05% | −278,849−95.8% | Reduced |
| Asset Dedication, LLC | 12,072 | $3.10M | 0.22% | +158+1.3% | Added |
| Wellington Shields Capital Management, LLC | 12,043 | $3.10M | 0.56% | +239+2.0% | Added |
| Rockline Wealth Management, LLC | 12,017 | $3.09M | 0.95% | +321+2.7% | Added |
| SeaCrest Wealth Management, LLC | 12,017 | $3.09M | 0.35% | −131−1.1% | Reduced |