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 |
|---|---|---|---|---|---|
| Renasant Bank | 7,623 | $1.96M | 1.35% | −126−1.6% | Reduced |
| Little House Capital LLC | 7,615 | $1.96M | 0.61% | +830+12.2% | Added |
| Graham Capital Management, L.P. | 7,605 | $1.96M | 0.07% | −31,024−80.3% | Reduced |
| Hudson Canyon Capital Management | 7,570 | $1.95M | 1.32% | −506−6.3% | Reduced |
| PFC Capital Group, Inc. | 7,570 | $1.95M | 0.97% | +55+0.7% | Added |
| Quadrant Capital Group LLC | 7,558 | $1.94M | 0.14% | −100−1.3% | Reduced |
| Kovack Advisors, Inc. | 7,523 | $1.93M | 0.21% | −3,729−33.1% | Reduced |
| TrinityPoint Wealth, LLC | 7,510 | $1.93M | 0.30% | −465−5.8% | Reduced |
| Grace & Mercy Foundation, Inc. | 7,500 | $1.93M | 0.44% | +2,000+36.4% | Added |
| Harvest Fund Management Co., Ltd | 7,501 | $1.93M | 0.14% | −1,854−19.8% | Reduced |
| Ingalls & Snyder LLC | 7,493 | $1.93M | 0.08% | −866−10.4% | Reduced |
| M&R Capital Management Inc | 7,491 | $1.93M | 0.46% | +2,099+38.9% | Added |
| Bard Financial Services, Inc. | 7,485 | $1.92M | 0.20% | +650+9.5% | Added |
| WP Advisors, LLC | 7,485 | $1.92M | 0.61% | −45−0.6% | Reduced |
| Wrapmanager Inc | 7,470 | $1.92M | 0.53% | +99+1.3% | Added |
| Bay Rivers Group | 7,433 | $1.91M | 0.99% | −22−0.3% | Reduced |
| Kaizen Financial Strategies | 7,358 | $1.90M | 1.18% | +636+9.5% | Added |
| Berkshire Bank | 7,372 | $1.90M | 0.48% | −411−5.3% | Reduced |
| Prana Capital Management, LP | 7,355 | $1.89M | 0.09% | −2,236−23.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,356 | $1.89M | 0.34% | −300−3.9% | Reduced |
| Shorepoint Capital Partners LLC | 7,341 | $1.89M | 0.44% | +1,270+20.9% | Added |
| Central Valley Advisors, LLC | 6,159 | $1.89M | 1.04% | +157+2.6% | Added |
| 9258 Wealth Management, LLC | 7,296 | $1.88M | 0.29% | +83+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 7,289 | $1.87M | 0.03% | −7,047−49.2% | Reduced |
| Nilsine Partners, LLC | 7,286 | $1.87M | 0.25% | −191−2.6% | Reduced |
| Barings LLC | 7,283 | $1.87M | 0.05% | −1,517−17.2% | Reduced |
| United Asset Strategies, Inc. | 7,273 | $1.87M | 0.18% | +33+0.5% | Added |
| Bristlecone Advisors, LLC | 7,272 | $1.87M | 0.16% | −86−1.2% | Reduced |
| Change Path, LLC | 7,271 | $1.87M | 0.09% | −249−3.3% | Reduced |
| VeraBank, N.A. | 7,264 | $1.87M | 0.58% | −50−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 7,234 | $1.87M | 0.07% | +128+1.8% | Added |
| Cito Capital Group, LLC | 7,250 | $1.86M | 0.72% | −500−6.5% | Reduced |
| Passumpsic Savings Bank | 7,245 | $1.86M | 1.34% | −3,179−30.5% | Reduced |
| M&G Plc | 7,235 | $1.86M | 0.01% | 00.0% | Unchanged |
| United Bank | 7,227 | $1.86M | 0.93% | −987−12.0% | Reduced |
| Nelson Capital Management, LLC | 7,193 | $1.85M | 0.33% | +260+3.8% | Added |
| Aptus Capital Advisors, LLC | 7,193 | $1.85M | 0.04% | +538+8.1% | Added |
| Wolf Group Capital Advisors | 7,182 | $1.85M | 0.73% | −341−4.5% | Reduced |
| Joseph Group Capital Management | 7,181 | $1.85M | 0.96% | +111+1.6% | Added |
| Optiver Holding B.V. | 7,177 | $1.85M | 0.04% | −81,425−91.9% | Reduced |
| Optas, LLC | 7,135 | $1.83M | 0.47% | −674−8.6% | Reduced |
| Vivid Wealth Management, LLC | 7,135 | $1.83M | 1.03% | +4,840+210.9% | Added |
| Crestline Management, LP | 7,129 | $1.83M | 0.14% | −16,096−69.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,125 | $1.83M | 0.07% | +94+1.3% | Added |
| Power Wealth Management LLC | 7,122 | $1.83M | 0.87% | +309+4.5% | Added |
| Intrust Bank NA | 7,113 | $1.83M | 0.19% | −371−5.0% | Reduced |
| Okabena Investment Services Inc | 7,053 | $1.81M | 0.58% | −1,503−17.6% | Reduced |
| GAMMA Investing LLC | 7,036 | $1.81M | 0.25% | +2,382+51.2% | Added |
| Naples Global Advisors, LLC | 7,031 | $1.81M | 0.18% | +4,375+164.7% | Added |
| Clear Harbor Asset Management, LLC | 7,021 | $1.81M | 0.16% | +536+8.3% | Added |
| Robertson Stephens Wealth Management, LLC | 7,017 | $1.80M | 0.09% | +164+2.4% | Added |
| RV Capital GmbH | 7,000 | $1.80M | 0.43% | +7,000 | New |
| Doheny Asset Management | 6,998 | $1.80M | 1.28% | +6,998 | New |
| Boyd Watterson Asset Management LLC | 6,990 | $1.80M | 0.51% | −418−5.6% | Reduced |
| Cypress Capital Group | 6,969 | $1.79M | 0.21% | −50−0.7% | Reduced |
| Gs Investments, Inc. | 6,946 | $1.79M | 0.84% | −23−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 6,942 | $1.78M | 0.79% | −40−0.6% | Reduced |
| KPP Advisory Services LLC | 6,921 | $1.78M | 0.47% | +487+7.6% | Added |
| Waverton Investment Management Ltd | 6,915 | $1.78M | 0.03% | −2,465−26.3% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.78M | 1.88% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 6,912 | $1.78M | 0.47% | +162+2.4% | Added |
| Schmidt P J Investment Management Inc | 6,911 | $1.78M | 0.32% | +15+0.2% | Added |
| Camden Capital, LLC | 6,910 | $1.78M | 0.14% | +474+7.4% | Added |
| 1776 Wealth LLC | 6,864 | $1.76M | 0.79% | +216+3.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,860 | $1.76M | 0.70% | +114+1.7% | Added |
| Waldron Private Wealth LLC | 6,853 | $1.76M | 0.08% | +34+0.5% | Added |
| Northstar Group, Inc. | 6,851 | $1.76M | 0.33% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,764 | $1.74M | 0.25% | −257−3.7% | Reduced |
| Koshinski Asset Management, Inc. | 6,868 | $1.73M | 0.16% | −978−12.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,739 | $1.73M | 0.40% | +557+9.0% | Added |
| Heritage Trust Co | 6,720 | $1.73M | 0.23% | +192+2.9% | Added |
| F/M Investments LLC | 6,685 | $1.72M | 0.06% | −387−5.5% | Reduced |
| Leelyn Smith, LLC | 6,677 | $1.72M | 0.33% | +496+8.0% | Added |
| Granger Management LLC | 6,668 | $1.71M | 0.29% | +2,010+43.2% | Added |
| Proequities, Inc. | 6,665 | $1.71M | 0.11% | +819+14.0% | Added |
| Paradigm Asset Management Co LLC | 6,650 | $1.71M | 0.48% | +2,900+77.3% | Added |
| Nations Financial Group Inc, | 6,646 | $1.71M | 0.14% | +197+3.1% | Added |
| Capital Investment Advisors, LLC | 6,646 | $1.71M | 0.04% | +212+3.3% | Added |
| LifePlan Financial, LLC | 6,641 | $1.71M | 1.57% | −239−3.5% | Reduced |
| Steinberg Asset Management LLC | 6,566 | $1.69M | 1.32% | −411−5.9% | Reduced |
| First Pacific Financial | 6,564 | $1.69M | 0.43% | +184+2.9% | Added |
| Atlas Brown,Inc. | 6,560 | $1.69M | 0.60% | +72+1.1% | Added |
| St. Johns Investment Management Company, LLC | 6,550 | $1.68M | 0.80% | +716+12.3% | Added |
| Saturna Capital CORP | 6,547 | $1.68M | 0.02% | +197+3.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $1.68M | 0.88% | +55+0.8% | Added |
| Eagle Strategies LLC | 6,533 | $1.68M | 0.32% | +4,591+236.4% | Added |
| Keel Point, LLC | 6,591 | $1.68M | 0.15% | +997+17.8% | Added |
| Interval Partners, LP | 6,526 | $1.68M | 0.05% | −29,474−81.9% | Reduced |
| Deltec Asset Management LLC | 6,500 | $1.67M | 0.32% | +1,750+36.8% | Added |
| Americana Partners, LLC | 6,499 | $1.67M | 0.13% | +1,502+30.1% | Added |
| Grandview Asset Management LLC | 6,497 | $1.67M | 0.98% | −270−4.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,495 | $1.67M | 0.32% | +2,377+57.7% | Added |
| Lewis Asset Management, LLC | 6,492 | $1.67M | 1.28% | −57−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,484 | $1.67M | 0.25% | −174−2.6% | Reduced |
| InTrack Investment Management Inc | 6,476 | $1.67M | 1.18% | +1,332+25.9% | Added |
| Altrafin AG | 6,443 | $1.66M | 0.61% | +6,443 | New |
| Lineweaver Wealth Advisors, LLC | 6,439 | $1.66M | 0.34% | +736+12.9% | Added |
| Three Seasons Wealth, LLC | 6,435 | $1.65M | 0.91% | −684−9.6% | Reduced |
| Sonora Investment Management Group, LLC | 5,491 | $1.65M | 0.13% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 6,176 | $1.65M | 0.02% | +6,176 | New |