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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,173 | $558.7K | 0.03% | −4,262−66.2% | Reduced |
| Hengehold Capital Management LLC | 2,167 | $557.1K | 0.06% | −137−5.9% | Reduced |
| Belmont Capital, LLC | 2,167 | $557.1K | 0.10% | +1,969+994.4% | Added |
| Smith, Moore & Co. | 2,159 | $555.1K | 0.06% | +270+14.3% | Added |
| Berger Financial Group, Inc | 2,151 | $552.9K | 0.04% | +449+26.4% | Added |
| Heartland Bank & Trust Co | 2,144 | $551.2K | 0.31% | −3,888−64.5% | Reduced |
| Redwood Financial Network Corp | 2,141 | $550.5K | 0.46% | −20−0.9% | Reduced |
| Telos Capital Management, Inc. | 2,140 | $550.3K | 0.06% | −100−4.5% | Reduced |
| Laffer Tengler Investments | 2,139 | $549.9K | 0.12% | −2,367−52.5% | Reduced |
| Marino, Stram & Associates LLC | 2,137 | $549.4K | 0.13% | +288+15.6% | Added |
| Fort Point Capital Partners LLC | 2,137 | $549.4K | 0.07% | −962−31.0% | Reduced |
| RAM Investment Partners, LLC | 2,136 | $549.1K | 0.16% | +19+0.9% | Added |
| JT Stratford LLC | 2,129 | $547.4K | 0.10% | −512−19.4% | Reduced |
| Apollon Financial, LLC | 2,127 | $546.8K | 0.18% | −351−14.2% | Reduced |
| Gallacher Capital Management LLC | 2,124 | $546.1K | 0.29% | +2,124 | New |
| Nicholas Investment Partners, LP | 2,106 | $541.5K | 0.06% | −5,857−73.6% | Reduced |
| Roberts Glore & Co Inc | 2,099 | $539.7K | 0.16% | −48−2.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,094 | $538.3K | 0.12% | −455−17.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,128 | $538.1K | 0.02% | −2,303−52.0% | Reduced |
| Tyche Wealth Partners LLC | 2,085 | $536.1K | 0.13% | −385−15.6% | Reduced |
| Proficio Capital Partners LLC | 2,064 | $530.7K | 0.06% | −168−7.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,062 | $529.0K | 1.32% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,060 | $526.4K | 0.09% | −234−10.2% | Reduced |
| SFM, LLC | 2,046 | $526.0K | 0.40% | +46+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,043 | $525.3K | 0.05% | −960−32.0% | Reduced |
| Boston Trust Walden Corp | 2,039 | $524.2K | 0.00% | −24−1.2% | Reduced |
| Regal Investment Advisors LLC | 2,032 | $522.3K | 0.03% | −77−3.7% | Reduced |
| Journey Strategic Wealth LLC | 2,031 | $522.2K | 0.02% | +1,326+188.1% | Added |
| RFG Holdings, Inc. | 2,028 | $521.5K | 0.20% | +893+78.7% | Added |
| Northern Financial Advisors Inc | 2,024 | $520.4K | 0.42% | −6−0.3% | Reduced |
| Crewe Advisors LLC | 2,020 | $519.3K | 0.06% | +29+1.5% | Added |
| Peterson Wealth Services | 2,015 | $518.1K | 0.18% | +32+1.6% | Added |
| Vicus Capital | 2,014 | $517.8K | 0.05% | +167+9.0% | Added |
| Brio Consultants, LLC | 2,008 | $516.3K | 0.09% | −324−13.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,003 | $515.0K | 0.03% | +56+2.9% | Added |
| Alley Investment Management Company, LLC | 2,003 | $515.0K | 0.07% | −60−2.9% | Reduced |
| Callan Capital, LLC | 2,002 | $514.7K | 0.04% | −220−9.9% | Reduced |
| Pegasus Partners Ltd. | 2,002 | $514.7K | 0.05% | +668+50.1% | Added |
| Hilltop National Bank | 2,002 | $514.7K | 0.17% | +10.0% | Added |
| Northwest Financial Advisors | 2,002 | $514.7K | 0.52% | −160−7.4% | Reduced |
| Covenant Partners, LLC | 2,001 | $514.5K | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $514.0K | 0.27% | −11,000−84.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,995 | $512.9K | 0.12% | −5,555−73.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,993 | $512.4K | 0.03% | +74+3.9% | Added |
| Gratus Capital LLC | 1,992 | $512.2K | 0.02% | +672+50.9% | Added |
| Pointe Capital Management LLC | 1,989 | $511.4K | 0.32% | +4+0.2% | Added |
| Encompass Wealth Advisors, LLC | 1,973 | $507.1K | 0.13% | +49+2.5% | Added |
| D'Orazio & Associates, Inc. | 1,971 | $506.6K | 0.08% | +4+0.2% | Added |
| Redwood Investment Management, LLC | 2,083 | $505.0K | 0.04% | −4,685−69.2% | Reduced |
| White Pine Capital LLC | 1,964 | $504.9K | 0.19% | +43+2.2% | Added |
| Ewa, LLC | 1,968 | $504.0K | 0.21% | +14+0.7% | Added |
| Synergy Financial Group, LTD | 1,957 | $503.2K | 0.53% | +6+0.3% | Added |
| Verdence Capital Advisors LLC | 1,955 | $502.7K | 0.04% | +35+1.8% | Added |
| FF Advisors,LLC | 1,955 | $502.6K | 0.35% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,954 | $502.5K | 0.05% | −279−12.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,953 | $502.1K | 0.08% | +18+0.9% | Added |
| Cedrus LLC | 1,939 | $498.5K | 0.25% | +55+2.9% | Added |
| CBOE Vest Financial, LLC | 1,939 | $498.5K | 0.01% | +140+7.8% | Added |
| Carson Advisory Inc. | 1,938 | $498.3K | 0.35% | +936+93.4% | Added |
| Integrated Investment Consultants, LLC | 1,653 | $497.9K | 0.14% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,927 | $495.3K | 0.20% | −7−0.4% | Reduced |
| SPC Financial, Inc. | 1,924 | $494.7K | 0.05% | +456+31.1% | Added |
| Amussen Hunsaker Associates LLC | 1,923 | $494.4K | 0.08% | −4−0.2% | Reduced |
| TFB Advisors LLC | 1,923 | $494.4K | 0.16% | +633+49.1% | Added |
| Wellington Shields & Co., LLC | 1,919 | $493.4K | 0.16% | +750+64.2% | Added |
| Traveka Wealth, LLC | 1,919 | $493.3K | 0.24% | −8−0.4% | Reduced |
| Silver Coast Investments LLC | 1,915 | $492.3K | 0.20% | +1,915 | New |
| Battery Global Advisors, LLC | 1,914 | $492.1K | 0.33% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,907 | $490.3K | 0.19% | +303+18.9% | Added |
| Nvest Financial, LLC | 1,905 | $489.7K | 0.30% | +1,905 | New |
| Winthrop Advisory Group LLC | 1,898 | $488.0K | 0.07% | −55−2.8% | Reduced |
| Intrua Financial, LLC | 1,886 | $484.9K | 0.08% | −520−21.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,886 | $484.9K | 0.06% | +5+0.3% | Added |
| Focused Wealth Management, Inc | 1,883 | $484.1K | 0.07% | +906+92.7% | Added |
| Fulcrum Capital LLC | 1,883 | $484.1K | 0.11% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,880 | $483.3K | 0.28% | +11+0.6% | Added |
| Bigelow Investment Advisors, LLC | 1,879 | $483.1K | 0.23% | −3−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,876 | $482.3K | 0.05% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,876 | $482.3K | 0.23% | −120−6.0% | Reduced |
| Addison Advisors LLC | 1,875 | $482.1K | 0.16% | +34+1.8% | Added |
| PSI Advisors, LLC | 1,873 | $481.6K | 0.15% | +792+73.3% | Added |
| Baxter Bros Inc | 1,904 | $481.4K | 0.06% | −104−5.2% | Reduced |
| Everpar Advisors LLC | 1,871 | $481.0K | 0.24% | +377+25.2% | Added |
| Copperleaf Capital, LLC | 1,867 | $480.0K | 0.38% | −15−0.8% | Reduced |
| Arcataur Capital Management LLC | 1,860 | $478.2K | 0.17% | +45+2.5% | Added |
| Balanced Rock Investment Advisor | 1,851 | $475.9K | 0.40% | −35−1.9% | Reduced |
| Berry Wealth Group, LP | 1,849 | $475.3K | 0.38% | +180+10.8% | Added |
| Saiph Capital, LLC | 1,847 | $474.9K | 0.21% | +71+4.0% | Added |
| Contravisory Investment Management, Inc. | 1,846 | $474.6K | 0.11% | +73+4.1% | Added |
| Advisory Alpha, LLC | 1,844 | $474.2K | 0.02% | +448+32.1% | Added |
| Leavell Investment Management, Inc. | 1,840 | $473.0K | 0.03% | +930+102.2% | Added |
| Tennessee Valley Asset Management Partners | 1,830 | $470.6K | 0.09% | +9+0.5% | Added |
| LVW Advisors, LLC | 1,826 | $469.5K | 0.07% | −7−0.4% | Reduced |
| McDaniel Terry & Co | 1,822 | $469.0K | 0.04% | +80+4.6% | Added |
| Semus Wealth Partners LLC | 1,823 | $468.8K | 0.36% | +270+17.4% | Added |
| ASB Consultores, LLC | 1,823 | $468.7K | 0.17% | −1,464−44.5% | Reduced |
| True North Advisors, LLC | 1,821 | $468.1K | 0.13% | −67−3.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $467.7K | 0.40% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 1,818 | $467.4K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 1,815 | $466.6K | 0.10% | 00.0% | Unchanged |