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 |
|---|---|---|---|---|---|
| Norden Group LLC | 12,007 | $3.09M | 0.62% | −1,464−10.9% | Reduced |
| Clear Rock Advisors, LLC | 11,964 | $3.08M | 1.31% | +11,964 | New |
| Finer Wealth Management, Inc. | 11,947 | $3.07M | 1.98% | −246−2.0% | Reduced |
| DRW Securities, LLC | 11,947 | $3.07M | 0.19% | +8,559+252.6% | Added |
| Eisler Capital (UK) Ltd. | 11,924 | $3.07M | 1.00% | +5,512+86.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,907 | $3.06M | 2.09% | +63+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 11,898 | $3.06M | 0.67% | +645+5.7% | Added |
| Smithbridge Asset Management Inc | 11,846 | $3.05M | 0.63% | −2,116−15.2% | Reduced |
| Geneos Wealth Management Inc. | 11,830 | $3.04M | 0.14% | +450+4.0% | Added |
| Investment House LLC | 11,741 | $3.02M | 0.17% | +9,348+390.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,736 | $3.02M | 0.25% | −500−4.1% | Reduced |
| New Hampshire Trust | 11,728 | $3.02M | 0.69% | +141+1.2% | Added |
| First Hawaiian Bank | 11,701 | $3.01M | 0.10% | −4,265−26.7% | Reduced |
| Paradigm Financial Partners, LLC | 11,595 | $2.98M | 0.44% | +461+4.1% | Added |
| TBH Global Asset Management, LLC | 11,580 | $2.98M | 0.66% | +9,424+437.1% | Added |
| Machina Capital S.A.S. | 11,514 | $2.96M | 1.33% | +11,514 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,483 | $2.95M | 0.13% | +7,153+165.2% | Added |
| Lake Street Advisors Group, LLC | 11,485 | $2.95M | 0.14% | +296+2.6% | Added |
| Keeler Thomas Management LLC | 11,446 | $2.94M | 1.00% | +5,131+81.3% | Added |
| Ocean Capital Management, LLC | 11,424 | $2.94M | 0.97% | +98+0.9% | Added |
| Central Pacific Bank - Trust Division | 11,401 | $2.93M | 0.35% | −3,498−23.5% | Reduced |
| OMC Financial Services LTD | 11,359 | $2.92M | 1.38% | +21+0.2% | Added |
| Wright Investors Service Inc | 11,353 | $2.92M | 0.77% | +5,139+82.7% | Added |
| Birch Hill Investment Advisors LLC | 11,346 | $2.92M | 0.14% | −38−0.3% | Reduced |
| Enterprise Bank & Trust Co | 11,288 | $2.90M | 0.99% | −7−0.1% | Reduced |
| Integrated Advisors Network LLC | 11,261 | $2.90M | 0.15% | −1,677−13.0% | Reduced |
| Trust Asset Management LLC | 11,221 | $2.88M | 0.24% | 00.0% | Unchanged |
| Wintrust Investments LLC | 11,185 | $2.88M | 0.23% | +1,112+11.0% | Added |
| Lake Street Financial LLC | 11,022 | $2.83M | 0.37% | +962+9.6% | Added |
| Relative Value Partners Group, LLC | 11,022 | $2.83M | 0.37% | +8,280+302.0% | Added |
| Insigneo Advisory Services, LLC | 11,836 | $2.83M | 0.32% | +9,485+403.4% | Added |
| Douglass Winthrop Advisors, LLC | 10,994 | $2.83M | 0.06% | −656−5.6% | Reduced |
| Strategic Advocates LLC | 10,943 | $2.81M | 1.12% | +863+8.6% | Added |
| Exchange Traded Concepts, LLC | 10,940 | $2.81M | 0.07% | −27,012−71.2% | Reduced |
| Western Wealth Management, LLC | 10,858 | $2.79M | 0.21% | +771+7.6% | Added |
| Warren Averett Asset Management, LLC | 10,852 | $2.79M | 0.05% | +1,189+12.3% | Added |
| Icon Wealth Advisors, LLC | 10,777 | $2.79M | 0.25% | −10,814−50.1% | Reduced |
| Portfolio Design Labs, LLC | 10,840 | $2.79M | 0.86% | +1,950+21.9% | Added |
| Qtron Investments LLC | 10,807 | $2.78M | 0.40% | −931−7.9% | Reduced |
| Community Financial Services Group, LLC | 10,753 | $2.76M | 0.60% | +698+6.9% | Added |
| OV Management LLC | 10,746 | $2.76M | 1.93% | +102+1.0% | Added |
| Capital Wealth Planning, LLC | 10,743 | $2.76M | 0.03% | +312+3.0% | Added |
| Campbell & CO Investment Adviser LLC | 10,743 | $2.76M | 0.23% | +8,990+512.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,741 | $2.76M | 0.14% | +3,809+54.9% | Added |
| Hancock Whitney Corp | 10,719 | $2.76M | 0.09% | −271−2.5% | Reduced |
| Roundview Capital LLC | 10,698 | $2.75M | 0.22% | −1,389−11.5% | Reduced |
| RFG Advisory, LLC | 10,693 | $2.75M | 0.09% | +4,255+66.1% | Added |
| EFG Asset Management (North America) Corp. | 10,656 | $2.74M | 0.47% | −419−3.8% | Reduced |
| Citizens Business Bank | 10,651 | $2.74M | 0.58% | −315−2.9% | Reduced |
| Sumitomo Life Insurance Co | 10,620 | $2.73M | 0.06% | −1,385−11.5% | Reduced |
| Perpetual Ltd | 10,571 | $2.72M | 0.03% | +847+8.7% | Added |
| IHT Wealth Management, LLC | 10,572 | $2.72M | 0.10% | +1,316+14.2% | Added |
| Roberts Wealth Advisors, LLC | 10,692 | $2.70M | 0.92% | +242+2.3% | Added |
| Northstar Advisory Group, LLC | 10,497 | $2.70M | 1.55% | +53+0.5% | Added |
| Mission Creek Capital Partners, Inc. | 10,478 | $2.69M | 0.68% | +1,372+15.1% | Added |
| Executive Wealth Management, LLC | 10,467 | $2.69M | 0.49% | −248−2.3% | Reduced |
| GPM Growth Investors, Inc. | 10,439 | $2.68M | 1.14% | +10,439 | New |
| Processus Wealth & Capital Management, LLC | 10,434 | $2.68M | 2.22% | −36−0.3% | Reduced |
| Cable Hill Partners, LLC | 10,404 | $2.67M | 0.29% | −97−0.9% | Reduced |
| WSFS Capital Management, LLC | 10,384 | $2.67M | 0.15% | −247−2.3% | Reduced |
| Kampmann Melissa S. | 10,369 | $2.67M | 1.95% | −1,091−9.5% | Reduced |
| Delta Investment Management, LLC | 10,347 | $2.66M | 0.59% | +429+4.3% | Added |
| Ameritas Investment Partners, Inc. | 10,221 | $2.63M | 0.09% | −304−2.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,220 | $2.63M | 1.81% | −3,918−27.7% | Reduced |
| Two Sigma Investments, LP | 10,216 | $2.63M | 0.01% | +10,216 | New |
| Sculati Wealth Management, LLC | 10,207 | $2.62M | 1.12% | +53+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 10,195 | $2.62M | 0.60% | +315+3.2% | Added |
| J.W. Cole Advisors, Inc. | 10,151 | $2.61M | 0.12% | −126−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 10,117 | $2.60M | 0.08% | +3,354+49.6% | Added |
| Pinnacle Wealth Management, LLC | 10,092 | $2.59M | 3.24% | +365+3.8% | Added |
| WealthShield Partners, LLC | 10,019 | $2.58M | 0.39% | +1,024+11.4% | Added |
| Ronald Blue Trust, Inc. | 8,545 | $2.57M | 0.04% | +1,564+22.4% | Added |
| Cetera Trust Company, N.A | 10,006 | $2.57M | 1.62% | −910−8.3% | Reduced |
| Moody National Bank Trust Division | 10,005 | $2.57M | 0.20% | +518+5.5% | Added |
| Mizuho Securities Co. Ltd. | 10,000 | $2.57M | 5.98% | +9,630+2,602.7% | Added |
| Audent Global Asset Management, LLC | 10,000 | $2.57M | 2.68% | +10,000 | New |
| Verde Capital Management | 9,963 | $2.56M | 0.81% | +2,126+27.1% | Added |
| Conscious Wealth Investments, LLC | 9,992 | $2.56M | 1.84% | +81+0.8% | Added |
| Graypoint LLC | 9,949 | $2.56M | 0.18% | −1,249−11.2% | Reduced |
| Institute for Wealth Management, LLC. | 9,945 | $2.56M | 0.34% | +939+10.4% | Added |
| BigSur Wealth Management LLC | 9,930 | $2.55M | 0.78% | +650+7.0% | Added |
| Sound View Wealth Advisors Group, LLC | 9,909 | $2.55M | 0.26% | +523+5.6% | Added |
| Clarius Group, LLC | 9,909 | $2.55M | 0.18% | −352−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 9,895 | $2.54M | 0.15% | +791+8.7% | Added |
| 180 Wealth Advisors, LLC | 10,117 | $2.54M | 0.41% | −1,411−12.2% | Reduced |
| Tiemann Investment Advisors, LLC | 9,875 | $2.54M | 1.13% | −313−3.1% | Reduced |
| Boltwood Capital Management | 9,873 | $2.54M | 0.79% | −169−1.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,854 | $2.53M | 1.29% | +658+7.2% | Added |
| AnglePoint Asset Management Ltd | 9,850 | $2.53M | 2.66% | +9,850 | New |
| Cigna Investments Inc | 9,839 | $2.53M | 0.47% | −143−1.4% | Reduced |
| Dakota Wealth Management | 9,823 | $2.53M | 0.06% | −17,253−63.7% | Reduced |
| Burns J W & Co Inc | 9,764 | $2.51M | 0.34% | +929+10.5% | Added |
| M Holdings Securities, Inc. | 9,770 | $2.51M | 0.32% | +9,770 | New |
| Advisors Capital Management, LLC | 9,744 | $2.50M | 0.04% | +5,476+128.3% | Added |
| Werba Rubin Papier Wealth Management | 9,720 | $2.50M | 0.69% | +3,882+66.5% | Added |
| Legacy Private Trust Co. | 9,713 | $2.50M | 0.18% | +745+8.3% | Added |
| Herbst Group, LLC | 9,610 | $2.47M | 1.50% | −200−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,600 | $2.47M | 0.04% | +1,076+12.6% | Added |
| Maxwell Wealth Strategies Inc. | 9,587 | $2.46M | 1.21% | +139+1.5% | Added |
| Connable Office Inc | 9,556 | $2.46M | 0.26% | −2,596−21.4% | Reduced |