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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 3,387 | $870.8K | 0.34% | +3,387 | New |
| Ironwood Investment Counsel, LLC | 3,385 | $870.4K | 0.16% | −40−1.2% | Reduced |
| Monetary Management Group Inc | 3,365 | $865.1K | 0.23% | −675−16.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,336 | $857.7K | 0.01% | −831−19.9% | Reduced |
| Chemung Canal Trust Co | 3,335 | $857.4K | 0.17% | −15,671−82.5% | Reduced |
| Alpha Cubed Investments, LLC | 3,316 | $852.6K | 0.04% | −24−0.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,313 | $851.8K | 0.71% | +159+5.0% | Added |
| FLC Capital Advisors | 3,312 | $851.5K | 0.21% | +112+3.5% | Added |
| Staley Capital Advisers Inc | 3,305 | $849.7K | 0.04% | −160−4.6% | Reduced |
| Northern Oak Wealth Management Inc | 3,299 | $848.2K | 0.10% | +1,333+67.8% | Added |
| Principal Street Partners, LLC | 3,263 | $838.9K | 0.15% | +90+2.8% | Added |
| Prossimo Advisors, LLC | 3,261 | $838.0K | 0.76% | +1,469+82.0% | Added |
| Calamos Wealth Management LLC | 3,253 | $836.3K | 0.04% | −101−3.0% | Reduced |
| Baron Wealth Management LLC | 3,242 | $833.5K | 0.43% | −65−2.0% | Reduced |
| Belpointe Asset Management LLC | 3,230 | $830.6K | 0.06% | −1,308−28.8% | Reduced |
| Rinkey Investments | 3,227 | $829.9K | 0.30% | +3,227 | New |
| Continuum Advisory, LLC | 3,222 | $828.4K | 0.12% | +207+6.9% | Added |
| Copperwynd Financial, LLC | 3,197 | $827.3K | 0.27% | +599+23.1% | Added |
| Bullock Wealth Management Group | 3,220 | $825.1K | 0.54% | +148+4.8% | Added |
| Essex Financial Services, Inc. | 3,312 | $825.0K | 0.06% | +464+16.3% | Added |
| My Legacy Advisors, LLC | 3,201 | $823.0K | 0.26% | +341+11.9% | Added |
| Wolff Wiese Magana LLC | 3,193 | $820.9K | 0.65% | +503+18.7% | Added |
| Cromwell Holdings LLC | 3,188 | $819.6K | 0.49% | +3,188 | New |
| Stock Yards Bank & Trust Co | 3,171 | $815.3K | 0.03% | −50−1.6% | Reduced |
| BSW Wealth Partners | 3,169 | $814.8K | 0.13% | −41−1.3% | Reduced |
| Maia Wealth LLC | 3,220 | $814.2K | 0.25% | +3,220 | New |
| First National Bank | 3,162 | $813.0K | 0.60% | −72−2.2% | Reduced |
| Allstate Corp | 3,162 | $813.0K | 0.07% | −241−7.1% | Reduced |
| Visionary Wealth Advisors | 3,153 | $810.6K | 0.05% | −48−1.5% | Reduced |
| Capital Management Associates | 3,150 | $809.9K | 0.96% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,147 | $809.1K | 0.03% | −11−0.3% | Reduced |
| Cyr Financial Inc. | 3,140 | $807.3K | 0.81% | +3,140 | New |
| Davis R M Inc | 3,119 | $801.9K | 0.02% | −25−0.8% | Reduced |
| Soltis Investment Advisors LLC | 3,114 | $800.6K | 0.08% | −20,326−86.7% | Reduced |
| River & Mercantile Asset Management LLP | 3,107 | $799.0K | 0.22% | −4,777−60.6% | Reduced |
| Simon Quick Advisors, LLC | 3,102 | $797.6K | 0.06% | −1,148−27.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,098 | $796.5K | 0.75% | −125−3.9% | Reduced |
| Larson Financial Group LLC | 3,081 | $792.2K | 0.05% | +2,063+202.7% | Added |
| KG&L Capital Management,LLC | 3,079 | $791.7K | 0.27% | +1,563+103.1% | Added |
| Aviso Wealth Management | 3,075 | $790.7K | 0.47% | +302+10.9% | Added |
| Quent Capital, LLC | 3,067 | $788.6K | 0.09% | −9−0.3% | Reduced |
| Parkside Financial Bank & Trust | 3,065 | $788.0K | 0.12% | −95−3.0% | Reduced |
| BluePath Capital Management, LLC | 3,064 | $787.8K | 0.56% | +766+33.3% | Added |
| Milestone Asset Management, LLC | 3,063 | $787.5K | 0.20% | −306−9.1% | Reduced |
| Virtus ETF Advisers LLC | 3,052 | $784.7K | 0.38% | +316+11.5% | Added |
| Centiva Capital, LP | 3,045 | $782.9K | 0.04% | −2,413−44.2% | Reduced |
| Roman Butler Fullerton & Co | 3,089 | $780.1K | 0.25% | −4,797−60.8% | Reduced |
| EPIQ Capital Group, LLC | 3,034 | $780.0K | 0.27% | +219+7.8% | Added |
| Corvex Management LP | 3,032 | $779.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,017 | $778.0K | 0.04% | −142−4.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,024 | $777.6K | 0.43% | +5+0.2% | Added |
| Marcum Wealth, LLC | 3,015 | $775.2K | 0.08% | +59+2.0% | Added |
| Meridian Investment Counsel Inc. | 3,013 | $774.6K | 0.25% | +733+32.1% | Added |
| First Citizens Bank & Trust Co | 3,008 | $773.4K | 0.01% | +248+9.0% | Added |
| Probity Advisors, Inc. | 2,979 | $765.9K | 0.16% | +175+6.2% | Added |
| Tranquility Partners, LLC | 2,974 | $764.6K | 0.29% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 2,969 | $763.3K | 0.05% | +24+0.8% | Added |
| Kensington Investment Counsel, LLC | 2,963 | $761.8K | 0.34% | +560+23.3% | Added |
| Consilium Wealth Advisory, LLC | 2,960 | $761.0K | 0.42% | −1,249−29.7% | Reduced |
| Correct Capital Wealth Management | 2,951 | $758.7K | 0.18% | +1,915+184.8% | Added |
| First Trust Investment Solutions L.P. | 2,951 | $758.6K | 0.11% | +1,333+82.4% | Added |
| Knuff & Co LLC | 2,940 | $755.9K | 0.25% | 00.0% | Unchanged |
| Alpha Family Trust | 2,935 | $754.6K | 0.44% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,939 | $754.0K | 0.39% | +13+0.4% | Added |
| Burford Brothers, Inc. | 2,928 | $752.8K | 0.44% | +395+15.6% | Added |
| Cape Investment Advisory, Inc. | 2,927 | $752.5K | 0.34% | +975+49.9% | Added |
| Bienville Capital Management, LLC | 2,924 | $751.8K | 0.18% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,912 | $748.7K | 0.29% | +92+3.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,919 | $745.0K | 0.01% | +936+47.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,872 | $738.4K | 0.08% | +1,385+93.1% | Added |
| ARS Wealth Advisors Group, LLC | 2,861 | $735.4K | 0.10% | −216−7.0% | Reduced |
| Avitas Wealth Management LLC | 2,855 | $734.0K | 0.11% | −153−5.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,839 | $729.9K | 0.02% | +240+9.2% | Added |
| S&CO Inc | 2,839 | $729.0K | 0.05% | −132−4.4% | Reduced |
| Cascade Investment Group, Inc. | 2,810 | $722.5K | 0.56% | −110−3.8% | Reduced |
| King Wealth | 2,802 | $720.0K | 0.12% | +2,132+318.2% | Added |
| Exane Asset Management | 2,790 | $717.3K | 0.50% | +2,790 | New |
| Evermay Wealth Management LLC | 2,779 | $714.5K | 0.11% | +900+47.9% | Added |
| Angeles Investment Advisors, LLC | 2,773 | $712.9K | 0.04% | +211+8.2% | Added |
| Mathes Company, Inc. | 2,725 | $701.0K | 0.25% | −100−3.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,716 | $698.3K | 0.15% | −500−15.5% | Reduced |
| Seaport Global Advisors, LLC | 2,715 | $698.0K | 2.50% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,712 | $697.3K | 0.21% | +48+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,645 | $696.1K | 0.14% | −211−7.4% | Reduced |
| Alta Advisers Ltd | 2,700 | $694.2K | 0.33% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,695 | $692.9K | 0.04% | −100−3.6% | Reduced |
| OneAscent Financial Services LLC | 2,686 | $691.0K | 0.10% | +215+8.7% | Added |
| Blodgett Wealth Advisors, LLC | 2,687 | $690.9K | 0.59% | −205−7.1% | Reduced |
| Austin Private Wealth, LLC | 2,687 | $690.8K | 0.07% | −104−3.7% | Reduced |
| Poehling Capital Management, LLC | 2,681 | $689.3K | 0.19% | +2,681 | New |
| Carret Asset Management, LLC | 2,679 | $688.8K | 0.08% | +5+0.2% | Added |
| Savvy Advisors, Inc. | 2,666 | $685.4K | 0.22% | +1,278+92.1% | Added |
| Valmark Advisers, Inc. | 2,657 | $683.1K | 0.01% | −703−20.9% | Reduced |
| Financial Advisory Service, Inc. | 2,648 | $680.8K | 0.06% | +300+12.8% | Added |
| Fayez Sarofim & Co | 2,646 | $680.3K | 0.00% | −271−9.3% | Reduced |
| Drucker Wealth 3.0, LLC | 2,642 | $679.3K | 0.18% | +2,642 | New |
| Gradient Investments LLC | 2,641 | $679.0K | 0.02% | −42,314−94.1% | Reduced |
| Malaga Cove Capital, LLC | 2,640 | $678.7K | 0.28% | −43−1.6% | Reduced |
| Castleview Partners, LLC | 2,638 | $678.2K | 0.39% | +208+8.6% | Added |
| Ramiah Investment Group | 2,637 | $678.0K | 0.66% | +2,637 | New |