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 |
|---|---|---|---|---|---|
| Seven Springs Wealth Group, LLC | 4,231 | $1.09M | 0.43% | −3−0.1% | Reduced |
| Cove Private Wealth, LLC | 4,225 | $1.09M | 0.87% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 4,223 | $1.09M | 0.61% | −205−4.6% | Reduced |
| International Assets Investment Management, LLC | 4,220 | $1.09M | 0.10% | −1,104−20.7% | Reduced |
| Sentry Investment Management LLC | 4,221 | $1.08M | 0.48% | −1,233−22.6% | Reduced |
| Gsa Capital Partners LLP | 4,219 | $1.08M | 0.08% | +4,219 | New |
| Michael B. Yongue | 4,209 | $1.08M | 0.93% | −132−3.0% | Reduced |
| KWB Wealth | 3,591 | $1.08M | 0.15% | −65−1.8% | Reduced |
| Embree Financial Group | 4,206 | $1.08M | 0.21% | −111−2.6% | Reduced |
| Terry L. Blaker | 4,206 | $1.08M | 0.04% | +898+27.1% | Added |
| LMG Wealth Partners, LLC | 4,203 | $1.08M | 0.27% | +504+13.6% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.08M | 0.30% | +2,100+100.0% | Added |
| Meridian Financial Partners LLC | 4,331 | $1.07M | 0.64% | +346+8.7% | Added |
| PDS Planning, Inc | 4,153 | $1.07M | 0.11% | −142−3.3% | Reduced |
| MONECO Advisors, LLC | 4,149 | $1.07M | 0.16% | +1,490+56.0% | Added |
| Choate Investment Advisors | 4,140 | $1.06M | 0.03% | −142−3.3% | Reduced |
| Lebenthal Global Advisors, LLC | 4,137 | $1.06M | 0.23% | +160+4.0% | Added |
| Viawealth, LLC | 4,124 | $1.06M | 0.66% | +850+26.0% | Added |
| Bank of Hawaii | 4,110 | $1.06M | 0.05% | −70−1.7% | Reduced |
| Diligent Investors, LLC | 4,106 | $1.06M | 0.26% | +45+1.1% | Added |
| Haverford Trust Co | 4,106 | $1.06M | 0.01% | +594+16.9% | Added |
| Payden & Rygel Investment Group | 4,100 | $1.05M | 0.09% | −54,400−93.0% | Reduced |
| Payden & Rygel | 4,100 | $1.05M | 0.09% | −54,400−93.0% | Reduced |
| Salem Investment Counselors Inc | 4,089 | $1.05M | 0.03% | +350+9.4% | Added |
| Capital Markets Trading UK LLP | 4,082 | $1.05M | 0.77% | −2,181−34.8% | Reduced |
| Millington Financial Advisors, LLC | 4,080 | $1.05M | 0.73% | +4,080 | New |
| Byrne Asset Management LLC | 4,136 | $1.05M | 0.75% | +245+6.3% | Added |
| Texas Yale Capital Corp. | 4,062 | $1.04M | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.04M | 0.68% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,048 | $1.04M | 0.14% | +243+6.4% | Added |
| Prudent Man Advisors, LLC | 4,047 | $1.04M | 0.37% | +136+3.5% | Added |
| HM Payson & Co | 4,036 | $1.04M | 0.02% | −144−3.4% | Reduced |
| Souders Financial Advisors | 4,018 | $1.03M | 0.16% | +3,267+435.0% | Added |
| Sage Rhino Capital LLC | 3,995 | $1.03M | 0.25% | −47−1.2% | Reduced |
| Eqis Capital Management, Inc. | 3,987 | $1.02M | 0.08% | −212−5.0% | Reduced |
| Raelipskie Partnership | 3,984 | $1.02M | 0.55% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,983 | $1.02M | 0.26% | +30+0.8% | Added |
| Legacy Advisors, LLC | 3,963 | $1.02M | 0.12% | −1,152−22.5% | Reduced |
| Allred Capital Management, LLC | 3,960 | $1.02M | 0.39% | +246+6.6% | Added |
| Vise Technologies, Inc. | 3,954 | $1.02M | 0.18% | +1,174+42.2% | Added |
| Beck Bode, LLC | 3,949 | $1.02M | 0.20% | −2,380−37.6% | Reduced |
| CNB Bank | 3,946 | $1.01M | 0.49% | +2,451+163.9% | Added |
| Romano Brothers and Company | 3,940 | $1.01M | 0.14% | −99−2.5% | Reduced |
| Claro Advisors LLC | 3,926 | $1.01M | 0.16% | −166−4.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,912 | $1.01M | 0.26% | −119−3.0% | Reduced |
| Prostatis Group LLC | 3,825 | $1.00M | 0.35% | +3,825 | New |
| Gen-Wealth Partners Inc | 3,893 | $1.00M | 0.48% | +208+5.6% | Added |
| Oxford Asset Management LLP | 3,877 | $996.8K | 0.98% | +3,877 | New |
| Convergence Financial, LLC | 3,875 | $996.3K | 0.26% | +3,875 | New |
| LCM Capital Management Inc | 3,872 | $995.5K | 0.62% | +75+2.0% | Added |
| BFSG, LLC | 3,871 | $995.2K | 0.13% | −19−0.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,871 | $995.2K | 0.53% | +150+4.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 3,842 | $987.8K | 0.52% | −7,327−65.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,839 | $987.0K | 0.08% | +230+6.4% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $982.4K | 0.94% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 3,810 | $979.5K | 0.38% | +2+0.1% | Added |
| Zhang Financial LLC | 3,803 | $977.7K | 0.07% | +590+18.4% | Added |
| Augustine Asset Management Inc | 3,797 | $976.2K | 0.38% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 3,792 | $975.0K | 0.11% | +3,356+769.7% | Added |
| Icapital Wealth LLC | 3,780 | $971.8K | 0.53% | +871+29.9% | Added |
| Perennial Investment Advisors, LLC | 3,761 | $966.7K | 0.14% | +117+3.2% | Added |
| Element Capital Management LLC | 3,743 | $962.3K | 0.07% | −673−15.2% | Reduced |
| Sterling Investment Counsel, LLC | 3,726 | $958.0K | 0.38% | +166+4.7% | Added |
| Moseley Investment Management Inc | 3,725 | $957.7K | 0.44% | −178−4.6% | Reduced |
| Kraematon Investment Advisors, Inc | 3,723 | $957.2K | 0.97% | +417+12.6% | Added |
| Oder Investment Management, LLC | 3,711 | $954.1K | 0.86% | −100−2.6% | Reduced |
| Anchor Investment Management, LLC | 3,709 | $953.6K | 0.10% | +195+5.5% | Added |
| Mayflower Financial Advisors, LLC | 3,673 | $944.3K | 0.16% | +191+5.5% | Added |
| Curbstone Financial Management Corp | 3,666 | $942.5K | 0.20% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,650 | $938.4K | 0.82% | −40−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,646 | $937.4K | 0.17% | +18+0.5% | Added |
| Ipswich Investment Management Co., Inc. | 3,640 | $935.8K | 0.22% | +31+0.9% | Added |
| Formidable Asset Management, LLC | 3,639 | $935.7K | 0.15% | +339+10.3% | Added |
| Aspire Private Capital, LLC | 3,628 | $932.7K | 0.24% | +144+4.1% | Added |
| L2 Asset Management, LLC | 3,622 | $931.2K | 0.28% | +358+11.0% | Added |
| Palumbo Wealth Management LLC | 3,604 | $926.6K | 0.39% | +765+26.9% | Added |
| Old Point Trust & Financial Services N A | 3,602 | $926.1K | 0.36% | +1,449+67.3% | Added |
| Strait & Sound Wealth Management LLC | 3,599 | $925.4K | 0.47% | +716+24.8% | Added |
| Greystone Financial Group, LLC | 3,595 | $924.3K | 0.18% | −41−1.1% | Reduced |
| HF Advisory Group, LLC | 3,589 | $922.8K | 0.48% | −590−14.1% | Reduced |
| Financial Insights, Inc. | 3,566 | $916.8K | 0.25% | −639−15.2% | Reduced |
| Lokken Investment Group LLC | 3,553 | $913.5K | 0.43% | −40−1.1% | Reduced |
| Sky Investment Group LLC | 3,548 | $912.2K | 0.17% | −13−0.4% | Reduced |
| Brown Capital Management LLC | 3,545 | $911.4K | 0.02% | −56−1.6% | Reduced |
| XML Financial, LLC | 3,522 | $905.6K | 0.09% | +174+5.2% | Added |
| Wealth Alliance Advisory Group, LLC | 3,509 | $902.2K | 0.20% | +874+33.2% | Added |
| Founders Financial Securities LLC | 3,504 | $900.9K | 0.09% | +247+7.6% | Added |
| First Commonwealth Financial Corp | 3,487 | $896.5K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,484 | $895.8K | 0.13% | +323+10.2% | Added |
| Tectonic Advisors LLC | 3,477 | $893.8K | 0.06% | +27+0.8% | Added |
| Watershed Private Wealth LLC | 3,461 | $889.8K | 0.38% | −10.0% | Reduced |
| Sage Mountain Advisors LLC | 3,446 | $886.1K | 0.08% | +15+0.4% | Added |
| Investment Partners Asset Management, Inc. | 3,446 | $886.0K | 0.79% | −589−14.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,445 | $885.8K | 0.13% | +101+3.0% | Added |
| Resonant Capital Advisors, LLC | 3,438 | $883.9K | 0.07% | +212+6.6% | Added |
| Ecofi Investissements SA | 3,750 | $874.6K | 0.49% | +3,750 | New |
| Masso Torrence Wealth Management Inc. | 3,400 | $874.1K | 0.48% | +158+4.9% | Added |
| Symmetry Partners, LLC | 3,397 | $873.0K | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,393 | $872.3K | 0.08% | −845−19.9% | Reduced |
| Ted Buchan & Co | 3,388 | $871.1K | 0.47% | +2,251+198.0% | Added |