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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 2,634 | $677.0K | 0.33% | +200+8.2% | Added |
| Appleton Partners Inc | 2,621 | $674.0K | 0.05% | −48−1.8% | Reduced |
| BIP Wealth, LLC | 2,593 | $666.7K | 0.05% | +78+3.1% | Added |
| Drive Wealth Management, LLC | 2,586 | $664.8K | 0.18% | +50+2.0% | Added |
| Beaumont Financial Advisors, LLC | 2,583 | $664.0K | 0.05% | +113+4.6% | Added |
| Inscription Capital, LLC | 2,579 | $663.1K | 0.11% | +26+1.0% | Added |
| Magnus Financial Group LLC | 2,567 | $660.1K | 0.07% | +372+16.9% | Added |
| Balboa Wealth Partners | 2,562 | $658.7K | 0.17% | +1,044+68.8% | Added |
| Garden State Investment Advisory Services LLC | 2,557 | $657.7K | 0.23% | +216+9.2% | Added |
| New Republic Capital, LLC | 2,556 | $657.3K | 0.33% | +437+20.6% | Added |
| Greenwich Wealth Management LLC | 2,557 | $657.0K | 0.05% | −6−0.2% | Reduced |
| Windsor Capital Management, LLC | 2,555 | $657.0K | 0.20% | +992+63.5% | Added |
| Kozak & Associates, Inc. | 2,515 | $656.4K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 2,552 | $656.1K | 0.11% | +897+54.2% | Added |
| FineMark National Bank & Trust | 2,551 | $655.9K | 0.02% | −4,223−62.3% | Reduced |
| Hill Island Financial LLC | 2,548 | $655.2K | 0.21% | −111−4.2% | Reduced |
| Key Financial Inc | 2,547 | $654.8K | 0.16% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,537 | $652.3K | 0.26% | −133−5.0% | Reduced |
| Onefund, LLC | 2,535 | $651.7K | 0.71% | +24+1.0% | Added |
| Kapstone Financial Advisors LLC | 2,532 | $651.0K | 0.43% | −139−5.2% | Reduced |
| JB Capital LLC | 2,531 | $650.8K | 0.04% | +400+18.8% | Added |
| Park Edge Advisors, LLC | 2,528 | $650.0K | 0.20% | −1,158−31.4% | Reduced |
| Catalyst Private Wealth, LLC | 2,523 | $648.7K | 0.34% | +532+26.7% | Added |
| Bright Futures Wealth Management, LLC. | 2,658 | $648.5K | 0.35% | +735+38.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $646.3K | 0.43% | −20−0.8% | Reduced |
| Sunflower Bank, N.A. | 2,513 | $646.1K | 0.15% | −59−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,512 | $645.9K | 0.05% | +408+19.4% | Added |
| Global Endowment Management, LP | 2,509 | $645.1K | 0.07% | −521−17.2% | Reduced |
| DAGCO, Inc. | 2,507 | $644.5K | 0.29% | +2,507 | New |
| Lakeview Capital Partners, LLC | 2,140 | $644.5K | 0.10% | 00.0% | Unchanged |
| Venator Management LLC | 2,500 | $642.8K | 0.19% | +2,500 | New |
| Solstein Capital, LLC | 2,487 | $639.4K | 0.42% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 2,423 | $637.7K | 0.21% | +2,423 | New |
| United Community Bank | 2,471 | $635.3K | 0.26% | +1,141+85.8% | Added |
| GFG Capital, LLC | 2,470 | $635.2K | 0.17% | −63−2.5% | Reduced |
| Prentice Wealth Management LLC | 2,469 | $634.8K | 0.21% | +53+2.2% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $634.3K | 0.57% | −14−0.6% | Reduced |
| Fortitude Family Office, LLC | 2,464 | $633.5K | 0.36% | +96+4.1% | Added |
| Westover Capital Advisors, LLC | 2,463 | $633.2K | 0.16% | +1,581+179.3% | Added |
| Valley National Advisers Inc | 2,450 | $629.0K | 0.09% | −348−12.4% | Reduced |
| Blackhawk Capital Partners LLC. | 2,436 | $626.3K | 0.38% | −6,363−72.3% | Reduced |
| NVWM, LLC | 2,529 | $626.2K | 0.17% | −8,945−78.0% | Reduced |
| City State Bank | 2,433 | $625.5K | 0.26% | +1,354+125.5% | Added |
| Salvus Wealth Management, LLC | 2,427 | $624.0K | 0.43% | +53+2.2% | Added |
| Motiv8 Investments LLC | 2,425 | $623.6K | 0.46% | −23−0.9% | Reduced |
| PFG Advisors | 2,414 | $620.7K | 0.04% | +740+44.2% | Added |
| Gabelli Funds LLC | 2,405 | $618.3K | 0.00% | +255+11.9% | Added |
| Next Capital Management LLC | 2,401 | $617.2K | 0.26% | +1,109+85.8% | Added |
| Cim Investment Mangement Inc | 2,398 | $616.5K | 0.19% | −27−1.1% | Reduced |
| Magnolia Capital Advisors LLC | 2,393 | $615.2K | 0.34% | −1,532−39.0% | Reduced |
| Cornerstone Wealth Group, LLC | 2,391 | $614.7K | 0.05% | −11,162−82.4% | Reduced |
| Sierra Capital LLC | 2,390 | $614.0K | 0.08% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $611.9K | 0.14% | +189+8.6% | Added |
| Orrstown Financial Services Inc | 2,380 | $611.9K | 0.32% | +175+7.9% | Added |
| AdvisorNet Financial, Inc | 2,377 | $611.0K | 0.06% | −73−3.0% | Reduced |
| Holderness Investments Co | 2,373 | $610.1K | 0.14% | +430+22.1% | Added |
| Abbot Financial Management, Inc. | 2,368 | $608.8K | 0.33% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,362 | $607.3K | 0.40% | +601+34.1% | Added |
| Studio Investment Management LLC | 2,360 | $606.8K | 0.14% | +12+0.5% | Added |
| Pine Haven Investment Counsel, Inc | 2,356 | $605.7K | 0.52% | +77+3.4% | Added |
| Catalina Capital Group, LLC | 2,353 | $605.0K | 0.23% | −80−3.3% | Reduced |
| Sivia Capital Partners, LLC | 2,352 | $604.7K | 0.40% | −169−6.7% | Reduced |
| Twin City Private Wealth, LLC | 2,350 | $604.1K | 0.57% | +945+67.3% | Added |
| Oxford Financial Group Ltd | 2,340 | $601.6K | 0.04% | +1,095+88.0% | Added |
| Trueblood Wealth Management, LLC | 2,327 | $598.3K | 0.34% | +94+4.2% | Added |
| Investors Research Corp | 2,317 | $595.7K | 0.14% | +100+4.5% | Added |
| 626 Financial, LLC | 2,314 | $594.9K | 0.35% | +10.0% | Added |
| Laidlaw Wealth Management LLC | 2,310 | $593.9K | 0.33% | +106+4.8% | Added |
| Blue Barn Wealth, LLC | 2,302 | $591.8K | 0.33% | +95+4.3% | Added |
| Aprio Wealth Management, LLC | 2,301 | $591.6K | 0.11% | +38+1.7% | Added |
| Castle Rock Wealth Management, LLC | 2,308 | $591.6K | 0.15% | −7−0.3% | Reduced |
| Parkside Advisors LLC | 2,299 | $591.1K | 0.15% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,290 | $588.8K | 0.26% | +142+6.6% | Added |
| WBH Advisory Inc | 2,287 | $588.0K | 0.06% | −5−0.2% | Reduced |
| Avalon Trust Co | 2,281 | $586.4K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,273 | $584.4K | 0.01% | −2,917−56.2% | Reduced |
| First Affirmative Financial Network | 2,272 | $584.0K | 0.41% | +412+22.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,267 | $582.9K | 0.15% | −14−0.6% | Reduced |
| IVC Wealth Advisors LLC | 2,266 | $582.6K | 0.33% | +21+0.9% | Added |
| Blue Fin Capital, Inc. | 2,257 | $580.3K | 0.12% | −124−5.2% | Reduced |
| Altfest L J & Co Inc | 2,255 | $580.0K | 0.08% | −1,325−37.0% | Reduced |
| Vienna Asset Management LLC | 2,247 | $577.7K | 0.48% | +162+7.8% | Added |
| Accel Wealth Management | 2,244 | $577.0K | 0.23% | +387+20.8% | Added |
| 17 Capital Partners, LLC | 2,242 | $576.4K | 0.41% | −704−23.9% | Reduced |
| Childress Capital Advisors, LLC | 2,239 | $575.7K | 0.16% | −113−4.8% | Reduced |
| Iams Wealth Management, LLC | 2,239 | $575.6K | 0.32% | +2,239 | New |
| Prosperity Consulting Group, LLC | 2,238 | $575.4K | 0.08% | +239+12.0% | Added |
| New World Advisors LLC | 2,234 | $574.4K | 0.16% | −8−0.4% | Reduced |
| Crumly & Associates Inc. | 2,234 | $574.4K | 0.17% | +37+1.7% | Added |
| Hartford Funds Management Co LLC | 2,233 | $574.0K | 0.05% | +40+1.8% | Added |
| Summit Global Investments | 2,233 | $574.0K | 0.04% | +905+68.1% | Added |
| Legacy Capital Group California, Inc. | 2,224 | $571.8K | 0.21% | +2,224 | New |
| Duff & Phelps Investment Management Co | 2,223 | $571.5K | 0.01% | −8,993−80.2% | Reduced |
| Capital Investment Advisory Services, LLC | 2,221 | $571.0K | 0.06% | +23+1.0% | Added |
| IFG Advisory, LLC | 2,211 | $568.6K | 0.04% | +2,211 | New |
| Headinvest, LLC | 2,209 | $567.9K | 0.11% | −220−9.1% | Reduced |
| Accurate Wealth Management, LLC | 2,242 | $567.0K | 0.14% | +835+59.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,196 | $564.6K | 0.03% | +185+9.2% | Added |
| Alera Investment Advisors, LLC | 2,185 | $561.8K | 0.07% | +1,315+151.1% | Added |
| Mirador Capital Partners LP | 2,184 | $561.4K | 0.11% | −30−1.4% | Reduced |