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
- 2,629
- −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
- 1,240 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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 6,423 | $1.65M | 0.73% | +144+2.3% | Added |
| Keudell/Morrison Wealth Management | 6,407 | $1.65M | 0.48% | +72+1.1% | Added |
| Plancorp, LLC | 6,400 | $1.65M | 0.07% | −31−0.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,398 | $1.64M | 0.27% | +127+2.0% | Added |
| Invera Wealth Advisors, LLC | 6,532 | $1.64M | 1.68% | −213−3.2% | Reduced |
| Central Bank & Trust Co | 6,360 | $1.64M | 0.23% | +2,561+67.4% | Added |
| EverSource Wealth Advisors, LLC | 6,315 | $1.63M | 0.11% | +411+7.0% | Added |
| StoneX Group Inc. | 6,327 | $1.63M | 0.13% | +770+13.9% | Added |
| Rossmore Private Capital | 6,320 | $1.62M | 0.21% | +37+0.6% | Added |
| Quadcap Wealth Management, LLC | 6,297 | $1.62M | 0.29% | +170+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 6,283 | $1.62M | 0.66% | −11,541−64.7% | Reduced |
| First County Bank | 6,282 | $1.62M | 0.83% | −407−6.1% | Reduced |
| Pictet Bank & Trust Ltd | 6,276 | $1.61M | 1.65% | +250+4.1% | Added |
| PFG Investments, LLC | 6,276 | $1.61M | 0.12% | −7,063−52.9% | Reduced |
| ORG Partners LLC | 6,295 | $1.61M | 0.20% | +6,068+2,673.1% | Added |
| Coastline Trust Co | 6,268 | $1.61M | 0.19% | −4,151−39.8% | Reduced |
| Regatta Capital Group, LLC | 6,249 | $1.61M | 0.35% | +357+6.1% | Added |
| Canopy Partners, LLC | 6,205 | $1.60M | 0.74% | −55−0.9% | Reduced |
| Strengthening Families & Communities, LLC | 6,205 | $1.59M | 0.46% | +763+14.0% | Added |
| Pine Valley Investments Ltd Liability Co | 6,181 | $1.59M | 0.12% | −204−3.2% | Reduced |
| Unique Wealth, LLC | 6,174 | $1.59M | 0.42% | +2,528+69.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,170 | $1.59M | 0.60% | +671+12.2% | Added |
| Concord Wealth Partners | 6,152 | $1.58M | 0.28% | −600−8.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,150 | $1.58M | 0.11% | +24+0.4% | Added |
| Redmond Asset Management, LLC | 6,149 | $1.58M | 0.52% | −463−7.0% | Reduced |
| Cooper Financial Group | 6,145 | $1.58M | 0.23% | −398−6.1% | Reduced |
| Stablepoint Partners, LLC | 6,097 | $1.58M | 0.31% | −743−10.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,118 | $1.57M | 0.97% | −4,129−40.3% | Reduced |
| Geneva Capital Management LLC | 6,116 | $1.57M | 0.03% | −1,523−19.9% | Reduced |
| Platform Technology Partners | 6,102 | $1.57M | 0.54% | +6,102 | New |
| VELA Investment Management, LLC | 6,065 | $1.56M | 0.55% | +846+16.2% | Added |
| Sanders Morris Harris LLC | 6,061 | $1.56M | 0.26% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 6,038 | $1.55M | 0.25% | −374−5.8% | Reduced |
| Global X Japan Co., Ltd. | 6,034 | $1.55M | 0.22% | +6,034 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,019 | $1.55M | 0.05% | +504+9.1% | Added |
| Signature Wealth Management Group | 6,012 | $1.55M | 0.68% | +1,643+37.6% | Added |
| Acorn Financial Advisory Services Inc | 6,010 | $1.55M | 0.29% | +4+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,006 | $1.54M | 0.01% | −190,807−96.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,986 | $1.54M | 0.31% | +92+1.6% | Added |
| Scott & Selber, Inc. | 5,956 | $1.53M | 0.49% | +97+1.7% | Added |
| Resources Management Corp | 5,942 | $1.53M | 0.22% | +323+5.7% | Added |
| Gilbert & Cook, Inc. | 5,927 | $1.52M | 0.22% | −603−9.2% | Reduced |
| Scientech Research LLC | 5,918 | $1.52M | 0.31% | +3,048+106.2% | Added |
| TRUE Private Wealth Advisors | 5,895 | $1.52M | 0.17% | +35+0.6% | Added |
| Rehmann Capital Advisory Group | 5,894 | $1.52M | 0.11% | +220+3.9% | Added |
| Parcion Private Wealth LLC | 5,879 | $1.51M | 0.14% | +560+10.5% | Added |
| Concord Asset Management, LLC | 5,870 | $1.51M | 0.37% | −96−1.6% | Reduced |
| Signet Financial Management, LLC | 5,864 | $1.51M | 0.20% | −26−0.4% | Reduced |
| Riverview Capital Advisers, LLC | 5,852 | $1.50M | 0.51% | −47−0.8% | Reduced |
| Jacobi Capital Management LLC | 5,840 | $1.50M | 0.13% | −578−9.0% | Reduced |
| Intact Investment Management Inc. | 5,820 | $1.50M | 0.06% | +2,250+63.0% | Added |
| Coastal Investment Advisors, Inc. | 5,805 | $1.49M | 0.29% | +1,475+34.1% | Added |
| AA Financial Advisors, LLC | 5,799 | $1.49M | 0.53% | −219−3.6% | Reduced |
| Doliver Advisors, LP | 5,788 | $1.49M | 0.42% | −35−0.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 5,780 | $1.49M | 0.29% | +2,127+58.2% | Added |
| Granite Investment Partners, LLC | 5,756 | $1.48M | 0.06% | −8,926−60.8% | Reduced |
| Future Fund LLC | 5,775 | $1.48M | 3.71% | +4,113+247.5% | Added |
| Crown Wealth Group, LLC | 5,743 | $1.48M | 0.74% | +4,476+353.3% | Added |
| KRS Capital Management, LLC | 5,716 | $1.47M | 1.10% | +10+0.2% | Added |
| Legacy Financial Advisors, Inc. | 5,716 | $1.47M | 0.26% | −114−2.0% | Reduced |
| Chicago Trust Co NA | 5,714 | $1.47M | 0.30% | +82+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,713 | $1.47M | 0.08% | −165,423−96.7% | Reduced |
| Lazari Capital Management, Inc. | 5,677 | $1.46M | 0.66% | +242+4.5% | Added |
| Fred Alger Management, LLC | 5,653 | $1.45M | 0.01% | −25,224−81.7% | Reduced |
| Capstone Triton Financial Group, LLC | 5,648 | $1.45M | 1.02% | +113+2.0% | Added |
| Quantum Private Wealth, LLC | 5,626 | $1.45M | 0.51% | −394−6.5% | Reduced |
| Lindbrook Capital, LLC | 5,615 | $1.44M | 0.14% | −393−6.5% | Reduced |
| 1st Source Bank | 5,569 | $1.43M | 0.08% | +1,496+36.7% | Added |
| Northwest Bank & Trust Co | 5,550 | $1.43M | 1.19% | −268−4.6% | Reduced |
| Davenport & Co LLC | 5,549 | $1.43M | 0.01% | +755+15.7% | Added |
| Legal Advantage Investments, Inc. | 5,546 | $1.43M | 0.82% | −25−0.4% | Reduced |
| Harfst & Associates, Inc. | 5,540 | $1.42M | 0.33% | +203+3.8% | Added |
| AlphaCore Capital LLC | 5,533 | $1.42M | 0.34% | +1,257+29.4% | Added |
| CX Institutional | 5,527 | $1.42M | 0.07% | −37−0.7% | Reduced |
| ProVise Management Group, LLC | 5,518 | $1.42M | 0.12% | +56+1.0% | Added |
| Stonebrook Private Inc. | 5,493 | $1.41M | 0.41% | +1,017+22.7% | Added |
| Ashton Thomas Securities, LLC | 5,595 | $1.41M | 0.34% | +5,595 | New |
| Dearborn Partners LLC | 5,488 | $1.41M | 0.06% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,477 | $1.41M | 0.87% | +2,301+72.4% | Added |
| Sunbelt Securities, Inc. | 5,468 | $1.41M | 0.14% | −1,547−22.1% | Reduced |
| Oxler Private Wealth LLC | 5,462 | $1.40M | 0.52% | +5+0.1% | Added |
| Aaron Wealth Advisors | 5,462 | $1.40M | 0.19% | −837−13.3% | Reduced |
| Alta Wealth Advisors LLC | 5,459 | $1.40M | 0.70% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 5,453 | $1.40M | 1.17% | +975+21.8% | Added |
| Ballast, Inc. | 5,425 | $1.39M | 0.43% | +310+6.1% | Added |
| World Equity Group, Inc. | 5,402 | $1.39M | 0.41% | +350+6.9% | Added |
| St. Clair Advisors, LLC | 5,394 | $1.39M | 0.44% | +3,047+129.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,373 | $1.38M | 0.36% | +329+6.5% | Added |
| Ironwood Investment Management LLC | 5,363 | $1.38M | 0.74% | 00.0% | Unchanged |
| Syon Capital LLC | 5,363 | $1.38M | 0.13% | +7+0.1% | Added |
| Cornerstone National Bank & Trust Co | 5,340 | $1.37M | 0.67% | +619+13.1% | Added |
| Avantax Planning Partners, Inc. | 5,305 | $1.36M | 0.04% | −88−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 5,304 | $1.36M | 0.70% | −3,668−40.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,296 | $1.36M | 0.09% | −13,708−72.1% | Reduced |
| Apella Capital, LLC | 5,390 | $1.36M | 0.06% | −7−0.1% | Reduced |
| Privium Fund Management (UK) Ltd | 5,205 | $1.36M | 0.53% | −1,300−20.0% | Reduced |
| Secure Asset Management, LLC | 5,260 | $1.35M | 0.26% | +1,100+26.4% | Added |
| Thor Investment Management Inc | 5,256 | $1.35M | 1.06% | +28+0.5% | Added |
| Sapient Capital LLC | 5,243 | $1.35M | 0.03% | −388−6.9% | Reduced |
| Johnson Financial Group, Inc. | 5,202 | $1.34M | 0.06% | +2,670+105.5% | Added |