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 |
|---|---|---|---|---|---|
| Connective Portfolio Management, LLC | 5,170 | $1.33M | 2.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,250 | $1.33M | 0.22% | +876+20.0% | Added |
| Cunning Capital Partners, LP | 5,150 | $1.32M | 0.75% | −2,325−31.1% | Reduced |
| Stansberry Asset Management, LLC | 5,147 | $1.32M | 0.17% | −9,770−65.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 5,142 | $1.32M | 0.44% | −3,630−41.4% | Reduced |
| Mainstay Capital Management LLC | 5,133 | $1.32M | 0.23% | +343+7.2% | Added |
| Ancora Advisors, LLC | 5,133 | $1.32M | 0.03% | +2,117+70.2% | Added |
| Carr Financial Group Corp | 5,113 | $1.31M | 0.42% | −857−14.4% | Reduced |
| Intellectus Partners, LLC | 5,095 | $1.31M | 0.36% | −517−9.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,093 | $1.31M | 1.21% | +1,209+31.1% | Added |
| CIC Wealth, LLC | 5,084 | $1.31M | 0.36% | +770+17.8% | Added |
| Fukoku Mutual Life Insurance Co | 5,084 | $1.31M | 0.10% | −300−5.6% | Reduced |
| Weaver Capital Management LLC | 5,081 | $1.31M | 0.42% | +2,545+100.4% | Added |
| Moloney Securities Asset Management, LLC | 5,073 | $1.30M | 0.19% | −350−6.5% | Reduced |
| Pearl River Capital, LLC | 5,070 | $1.30M | 0.21% | −3,491−40.8% | Reduced |
| Aviso Financial Inc. | 5,067 | $1.30M | 0.07% | +5,067 | New |
| BTG Pactual Asset Management US LLC | 5,064 | $1.30M | 0.33% | +5,064 | New |
| Options Solutions, LLC | 5,061 | $1.30M | 0.78% | +3+0.1% | Added |
| Emprise Bank | 5,060 | $1.30M | 0.80% | −28−0.6% | Reduced |
| Coastwise Capital Group, LLC | 5,051 | $1.30M | 1.24% | +546+12.1% | Added |
| Birchbrook, Inc. | 5,051 | $1.30M | 0.78% | −107−2.1% | Reduced |
| Black Swift Group, LLC | 5,030 | $1.29M | 0.30% | +5,030 | New |
| Brown, Lisle/Cummings, Inc. | 5,029 | $1.29M | 0.42% | +50+1.0% | Added |
| Fiduciary Family Office, LLC | 5,014 | $1.29M | 0.51% | −406−7.5% | Reduced |
| TLWM | 5,007 | $1.29M | 0.28% | +73+1.5% | Added |
| Quinn Opportunity Partners LLC | 5,000 | $1.29M | 0.15% | +5,000 | New |
| Interchange Capital Partners, LLC | 4,997 | $1.28M | 0.47% | +2,413+93.4% | Added |
| Castle Wealth Management LLC | 4,980 | $1.28M | 0.61% | +4,980 | New |
| David Loasby | 5,065 | $1.28M | 0.12% | +16+0.3% | Added |
| Trust Point Inc. | 4,974 | $1.28M | 0.10% | −452−8.3% | Reduced |
| Connective Capital Management, LLC | 4,970 | $1.28M | 2.40% | +4,970 | New |
| Ellevest, Inc. | 4,964 | $1.28M | 0.08% | +210+4.4% | Added |
| Country Club Bank | 5,042 | $1.27M | 0.09% | +100+2.0% | Added |
| Sargent Investment Group, LLC | 4,958 | $1.27M | 0.26% | +21+0.4% | Added |
| Occidental Asset Management, LLC | 4,957 | $1.27M | 0.22% | +453+10.1% | Added |
| Chemistry Wealth Management LLC | 4,950 | $1.27M | 0.33% | +24+0.5% | Added |
| Community Bank, N.A. | 4,925 | $1.27M | 0.17% | +4,086+487.0% | Added |
| Semmax Financial Advisors Inc. | 4,971 | $1.27M | 0.38% | +2,123+74.5% | Added |
| Raab & Moskowitz Asset Management LLC | 4,920 | $1.26M | 0.34% | −25−0.5% | Reduced |
| HBK Sorce Advisory LLC | 4,884 | $1.26M | 0.04% | −367−7.0% | Reduced |
| Catalyst Financial Partners LLC | 4,876 | $1.25M | 0.28% | +39+0.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,872 | $1.25M | 0.18% | −74−1.5% | Reduced |
| Trillium Asset Management, LLC | 4,863 | $1.25M | 0.03% | −295−5.7% | Reduced |
| Orion Capital Management LLC | 4,854 | $1.25M | 0.66% | +39+0.8% | Added |
| Navellier & Associates Inc | 4,848 | $1.25M | 0.15% | −7−0.1% | Reduced |
| Ayrshire Capital Management LLC | 4,848 | $1.25M | 0.64% | +292+6.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,842 | $1.24M | 0.46% | +502+11.6% | Added |
| Strategic Investment Advisors | 4,832 | $1.24M | 0.15% | −161−3.2% | Reduced |
| Perfromance Wealth Partners, LLC | 4,824 | $1.24M | 0.05% | +2,505+108.0% | Added |
| Westside Investment Management, Inc. | 4,812 | $1.24M | 0.28% | +100+2.1% | Added |
| Argus Investors' Counsel, Inc. | 4,800 | $1.23M | 0.76% | +1,023+27.1% | Added |
| Key Client Fiduciary Advisors, LLC | 4,796 | $1.23M | 0.62% | +1,143+31.3% | Added |
| Argent Advisors, Inc. | 4,774 | $1.23M | 0.49% | −226−4.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,760 | $1.22M | 0.61% | −223−4.5% | Reduced |
| Focus Financial Network, Inc. | 4,863 | $1.22M | 0.05% | +306+6.7% | Added |
| Aldebaran Financial Inc. | 4,735 | $1.22M | 1.69% | +121+2.6% | Added |
| Ascension Asset Management LLC | 4,715 | $1.21M | 0.63% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,714 | $1.21M | 0.02% | +3,418+263.7% | Added |
| Bank Ozk | 4,711 | $1.21M | 0.52% | +266+6.0% | Added |
| Main Street Financial Solutions, LLC | 4,701 | $1.21M | 0.11% | +522+12.5% | Added |
| Xcel Wealth Management, LLC | 4,697 | $1.21M | 0.38% | −10,047−68.1% | Reduced |
| Western Pacific Wealth Management, LP | 4,689 | $1.21M | 0.91% | −85−1.8% | Reduced |
| Valley Brook Capital Group | 4,674 | $1.20M | 0.94% | +320+7.3% | Added |
| Marietta Investment Partners LLC | 4,636 | $1.19M | 0.26% | +580+14.3% | Added |
| Smith, Salley & Associates | 4,629 | $1.19M | 0.09% | −657−12.4% | Reduced |
| Wallace Advisory Group, LLC | 4,608 | $1.18M | 0.85% | −45−1.0% | Reduced |
| Fiduciary Financial Group, LLC | 4,626 | $1.18M | 0.29% | +4,626 | New |
| Unique Wealth Strategies, LLC | 3,915 | $1.18M | 0.55% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,580 | $1.18M | 0.09% | −22−0.5% | Reduced |
| First United Bank Trust | 4,577 | $1.18M | 0.44% | +45+1.0% | Added |
| Finivi Inc. | 4,575 | $1.18M | 0.97% | +54+1.2% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.18M | 0.33% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,572 | $1.18M | 0.28% | −145−3.1% | Reduced |
| Bowman & Co S.C. | 4,567 | $1.18M | 0.68% | +402+9.7% | Added |
| Clare Market Investments LLC | 4,571 | $1.18M | 0.33% | −760−14.3% | Reduced |
| Paragon Private Wealth Management, LLC | 4,556 | $1.17M | 0.66% | +620+15.8% | Added |
| Arrowroot Family Office, LLC | 4,538 | $1.17M | 0.75% | +185+4.2% | Added |
| Dohj, LLC | 4,527 | $1.16M | 0.29% | +3,494+338.2% | Added |
| Quotient Wealth Partners, LLC | 4,520 | $1.16M | 0.04% | −278−5.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,481 | $1.15M | 0.65% | −50−1.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,465 | $1.15M | 0.69% | −90−2.0% | Reduced |
| Hilltop Holdings Inc. | 4,449 | $1.14M | 0.13% | −302−6.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.14M | 0.93% | −36−0.8% | Reduced |
| Fairscale Capital, LLC | 4,421 | $1.13M | 1.01% | +4,421 | New |
| Vista Wealth Management Group, LLC | 4,392 | $1.13M | 0.08% | +58+1.3% | Added |
| Hohimer Wealth Management, LLC | 4,387 | $1.13M | 0.26% | +4,387 | New |
| Mather Group, LLC. | 3,738 | $1.13M | 0.01% | +1,958+110.0% | Added |
| Everhart Financial Group, Inc. | 4,371 | $1.12M | 0.29% | −3−0.1% | Reduced |
| Birinyi Associates Inc | 4,358 | $1.12M | 0.34% | −1,707−28.1% | Reduced |
| NorthStar Asset Management LLC | 4,339 | $1.12M | 0.77% | +66+1.5% | Added |
| Agf Management Ltd | 4,339 | $1.12M | 0.01% | +4,339 | New |
| MWA Asset Management | 4,327 | $1.11M | 0.79% | −105−2.4% | Reduced |
| Essex Savings Bank | 4,326 | $1.11M | 0.30% | −156−3.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,325 | $1.11M | 0.28% | −50−1.1% | Reduced |
| Oxford Wealth Group, LLC | 4,319 | $1.11M | 0.76% | +1,605+59.1% | Added |
| Shariaportfolio, Inc. | 4,316 | $1.11M | 0.60% | +616+16.6% | Added |
| Hillsdale Investment Management Inc. | 4,315 | $1.11M | 0.09% | +800+22.8% | Added |
| Buckingham Strategic Partners | 4,312 | $1.11M | 0.03% | −4,585−51.5% | Reduced |
| Jmac Enterprises LLC | 4,300 | $1.11M | 0.19% | +140+3.4% | Added |
| Csenge Advisory Group | 4,260 | $1.10M | 0.06% | +524+14.0% | Added |