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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 9,551 | $2.46M | 0.01% | −232−2.4% | Reduced |
| Jump Financial, LLC | 9,531 | $2.45M | 0.05% | −4,245−30.8% | Reduced |
| Scharf Investments, LLC | 9,480 | $2.44M | 0.07% | +3,232+51.7% | Added |
| Atomi Financial Group, Inc. | 9,410 | $2.42M | 0.18% | +1,503+19.0% | Added |
| Nikulski Financial, Inc. | 9,379 | $2.41M | 0.77% | +733+8.5% | Added |
| Teamwork Financial Advisors, LLC | 9,374 | $2.41M | 0.36% | +3,789+67.8% | Added |
| Stamos Capital Partners, L.P. | 9,310 | $2.39M | 0.51% | +4,450+91.6% | Added |
| Premier Path Wealth Partners, LLC | 9,280 | $2.39M | 0.41% | +534+6.1% | Added |
| Boomfish Wealth Group, LLC | 9,274 | $2.38M | 1.54% | +711+8.3% | Added |
| Fulton Bank, N.A. | 9,231 | $2.37M | 0.10% | +125+1.4% | Added |
| Great Lakes Retirement, Inc. | 9,214 | $2.37M | 0.32% | +874+10.5% | Added |
| Winton Group Ltd | 9,161 | $2.36M | 0.16% | −2,102−18.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.35M | 0.81% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9,137 | $2.35M | 0.24% | +781+9.3% | Added |
| Private Trust Co NA | 9,126 | $2.35M | 0.25% | −1,465−13.8% | Reduced |
| Congress Park Capital LLC | 9,115 | $2.34M | 0.94% | +6,080+200.3% | Added |
| Welch & Forbes LLC | 9,244 | $2.34M | 0.03% | +353+4.0% | Added |
| Norway Savings Bank | 9,087 | $2.34M | 1.33% | +743+8.9% | Added |
| Beaumont Asset Management, L.L.C. | 9,052 | $2.33M | 1.50% | −31−0.3% | Reduced |
| Wealth Alliance | 9,032 | $2.32M | 0.30% | −2,325−20.5% | Reduced |
| Adviser Investments LLC | 9,031 | $2.32M | 0.03% | −10,637−54.1% | Reduced |
| Triangle Securities Wealth Management | 9,028 | $2.32M | 0.66% | +43+0.5% | Added |
| Gibbs Wealth Management | 8,967 | $2.31M | 0.93% | +2,954+49.1% | Added |
| Segment Wealth Management, LLC | 8,942 | $2.30M | 0.17% | +361+4.2% | Added |
| Principle Wealth Partners LLC | 8,924 | $2.29M | 0.17% | −59−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 9,543 | $2.29M | 0.33% | +320+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 8,903 | $2.29M | 0.72% | +5+0.1% | Added |
| iA Global Asset Management Inc. | 8,880 | $2.28M | 0.04% | −52,102−85.4% | Reduced |
| Financial Advocates Investment Management | 8,848 | $2.27M | 0.14% | +1,360+18.2% | Added |
| Venturi Wealth Management, LLC | 7,083 | $2.26M | 0.13% | +1,440+25.5% | Added |
| TSFG, LLC | 8,740 | $2.25M | 0.53% | +6,945+386.9% | Added |
| Penserra Capital Management LLC | 8,720 | $2.24M | 0.03% | −5,179−37.3% | Reduced |
| AMG National Trust Bank | 8,669 | $2.23M | 0.06% | +183+2.2% | Added |
| EPG Wealth Management LLC | 0 | $2.22M | 0.52% | −8,264−100.0% | Reduced |
| Peterson Wealth Management | 8,603 | $2.21M | 1.37% | +2,158+33.5% | Added |
| Avestar Capital, LLC | 8,597 | $2.21M | 0.24% | +1,776+26.0% | Added |
| MV Capital Management, Inc. | 8,561 | $2.20M | 0.25% | +91+1.1% | Added |
| Cornercap Investment Counsel Inc | 8,552 | $2.20M | 0.36% | −178−2.0% | Reduced |
| Missouri Trust & Investment Co | 8,537 | $2.19M | 0.83% | −70−0.8% | Reduced |
| Pinnacle Holdings, LLC | 8,512 | $2.19M | 0.89% | −145−1.7% | Reduced |
| Bell Bank | 8,488 | $2.18M | 0.18% | +788+10.2% | Added |
| Harvey Capital Management Inc | 8,475 | $2.18M | 0.57% | −100−1.2% | Reduced |
| New Insight Wealth Advisors | 8,471 | $2.18M | 1.28% | −146−1.7% | Reduced |
| SageView Advisory Group, LLC | 8,446 | $2.17M | 0.10% | +5,383+175.7% | Added |
| Forum Financial Management, LP | 8,440 | $2.17M | 0.04% | +219+2.7% | Added |
| Fiduciary Group LLC | 8,434 | $2.17M | 0.23% | −90−1.1% | Reduced |
| RMR Wealth Builders | 8,424 | $2.17M | 0.25% | −216−2.5% | Reduced |
| Voya Financial Advisors, Inc. | 8,520 | $2.15M | 0.24% | +1,563+22.5% | Added |
| L.M. Kohn & Company | 8,365 | $2.15M | 0.58% | −361−4.1% | Reduced |
| Sofos Investments, Inc. | 8,348 | $2.15M | 0.54% | −7,621−47.7% | Reduced |
| Park Place Capital Corp | 8,323 | $2.14M | 0.68% | −316−3.7% | Reduced |
| Chickasaw Capital Management LLC | 8,295 | $2.13M | 0.09% | −105−1.3% | Reduced |
| Applied Finance Capital Management, LLC | 8,287 | $2.13M | 0.10% | +8,287 | New |
| FOCUS Wealth Advisors, LLC | 8,272 | $2.13M | 1.09% | +804+10.8% | Added |
| Orin Green Financial, LLC | 8,270 | $2.13M | 0.98% | – | – |
| Edge Capital Group, LLC | 8,261 | $2.12M | 0.10% | +158+1.9% | Added |
| Nicolet Bankshares Inc | 8,252 | $2.12M | 0.53% | −285−3.3% | Reduced |
| Thrive Wealth Management, LLC | 8,232 | $2.12M | 0.41% | −454−5.2% | Reduced |
| Aspiriant, LLC | 8,207 | $2.11M | 0.09% | −2,287−21.8% | Reduced |
| IFP Advisors, Inc | 8,185 | $2.10M | 0.08% | +1,982+32.0% | Added |
| Citizens & Northern Corp | 8,169 | $2.10M | 0.66% | −252−3.0% | Reduced |
| Charter Oak Capital Management, LLC | 8,139 | $2.09M | 0.22% | −897−9.9% | Reduced |
| Pensionmark Financial Group, LLC | 8,122 | $2.09M | 0.13% | +8,122 | New |
| Core Wealth Advisors, Inc. | 8,115 | $2.09M | 0.71% | −1,011−11.1% | Reduced |
| Charter Research & Investment Group, Inc. | 8,107 | $2.08M | 1.64% | +1,175+17.0% | Added |
| Bangor Savings Bank | 8,097 | $2.08M | 0.21% | −65−0.8% | Reduced |
| Shaker Investments LLC | 8,085 | $2.08M | 0.90% | −30−0.4% | Reduced |
| Wealth Management Partners, LLC | 8,043 | $2.07M | 1.01% | +132+1.7% | Added |
| Naviter Wealth, LLC | 8,026 | $2.06M | 0.31% | +951+13.4% | Added |
| Skopos Labs, Inc. | 6,821 | $2.06M | 0.89% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 10,146 | $2.06M | 1.65% | −447−4.2% | Reduced |
| Colonial River Wealth Management, LLC | 8,001 | $2.06M | 1.11% | +6,845+592.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.06M | 0.63% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,982 | $2.05M | 0.32% | −206−2.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,980 | $2.05M | 0.04% | −31,563−79.8% | Reduced |
| Navalign, LLC | 7,936 | $2.04M | 0.64% | +284+3.7% | Added |
| TD Private Client Wealth LLC | 7,934 | $2.04M | 0.06% | −3,011−27.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,933 | $2.04M | 1.00% | +1,301+19.6% | Added |
| South Dakota Investment Council | 7,928 | $2.04M | 0.04% | −9−0.1% | Reduced |
| Shepherd Financial Partners LLC | 7,923 | $2.04M | 0.26% | +19+0.2% | Added |
| Stonegate Investment Group, LLC | 7,893 | $2.03M | 0.06% | +722+10.1% | Added |
| L & S Advisors Inc | 7,891 | $2.03M | 0.23% | −10,612−57.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,885 | $2.03M | 0.02% | +1,229+18.5% | Added |
| Ameritas Advisory Services, LLC | 7,868 | $2.02M | 0.08% | +417+5.6% | Added |
| FinTrust Capital Advisors, LLC | 7,858 | $2.02M | 0.38% | −22−0.3% | Reduced |
| Albion Financial Group | 7,850 | $2.02M | 0.15% | −41−0.5% | Reduced |
| Field & Main Bank | 7,847 | $2.02M | 0.76% | −72−0.9% | Reduced |
| Mirabella Financial Services LLP | 7,829 | $2.01M | 0.15% | −19,984−71.9% | Reduced |
| Archford Capital Strategies, LLC | 7,814 | $2.01M | 0.33% | +703+9.9% | Added |
| Penobscot Investment Management Company, Inc. | 7,791 | $2.00M | 0.19% | −14−0.2% | Reduced |
| GraniteShares Advisors LLC | 7,758 | $1.99M | 0.66% | +1,408+22.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,755 | $1.99M | 0.78% | +218+2.9% | Added |
| Ascent Wealth Partners, LLC | 7,722 | $1.99M | 0.29% | +94+1.2% | Added |
| Wealthspire Advisors, LLC | 7,718 | $1.98M | 0.03% | +145+1.9% | Added |
| Center for Financial Planning, Inc. | 7,688 | $1.98M | 0.29% | +11+0.1% | Added |
| DeDora Capital, Inc. | 7,680 | $1.97M | 0.61% | +582+8.2% | Added |
| Leo Wealth, LLC | 7,690 | $1.97M | 0.20% | +4,086+113.4% | Added |
| Umpqua Bank | 7,674 | $1.97M | 0.76% | +194+2.6% | Added |
| Cardiff Park Advisors, LLC | 7,664 | $1.97M | 0.19% | +22+0.3% | Added |
| GTS Securities LLC | 7,649 | $1.97M | 0.04% | −77,130−91.0% | Reduced |