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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 1,811 | $465.7K | 0.05% | +153+9.2% | Added |
| Chaney Capital Management, Inc. | 1,811 | $465.6K | 0.31% | +18+1.0% | Added |
| Revolve Wealth Partners, LLC | 1,810 | $465.4K | 0.08% | −88−4.6% | Reduced |
| Strategy Asset Managers LLC | 2,197 | $464.1K | 0.10% | −3,471−61.2% | Reduced |
| First Financial Corp | 1,803 | $463.5K | 0.24% | −207−10.3% | Reduced |
| Riversedge Advisors, LLC | 1,798 | $462.3K | 0.11% | −56−3.0% | Reduced |
| Montecito Bank & Trust | 1,795 | $461.5K | 0.09% | −209−10.4% | Reduced |
| Root Financial Partners, LLC | 1,784 | $458.7K | 0.11% | +1,784 | New |
| Argonautica Private Wealth Management, Inc | 1,782 | $458.2K | 0.16% | +9+0.5% | Added |
| Sage Private Wealth Group, LLC | 1,781 | $457.9K | 0.39% | +330+22.7% | Added |
| Sunpointe, LLC | 1,779 | $457.4K | 0.30% | +40+2.3% | Added |
| Cottage Street Advisors LLC | 1,777 | $456.9K | 0.27% | +1+0.1% | Added |
| Main Street Research LLC | 1,774 | $456.1K | 0.03% | −102,708−98.3% | Reduced |
| Pacific Sage Partners, LLC | 1,773 | $455.8K | 0.11% | +25+1.4% | Added |
| Geller Advisors LLC | 1,770 | $455.1K | 0.03% | −51−2.8% | Reduced |
| Tobam | 1,769 | $455.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,767 | $454.3K | 0.13% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,765 | $453.8K | 0.14% | +1,765 | New |
| Alliance Wealth Advisors, LLC | 1,760 | $452.5K | 0.29% | +145+9.0% | Added |
| Waters Parkerson & Co., LLC | 1,757 | $452.0K | 0.02% | +262+17.5% | Added |
| Essex LLC | 1,754 | $451.0K | 0.10% | −235−11.8% | Reduced |
| Citizens National Bank Trust Department | 1,752 | $450.4K | 0.10% | −250−12.5% | Reduced |
| Harbert Fund Advisors, Inc. | 1,750 | $449.9K | 0.36% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,745 | $448.6K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,743 | $448.1K | 0.22% | +100+6.1% | Added |
| Stokes Family Office, LLC | 1,736 | $446.4K | 0.05% | +394+29.4% | Added |
| Aspire Capital Advisors LLC | 1,732 | $445.3K | 0.15% | +184+11.9% | Added |
| Raleigh Capital Management Inc. | 1,728 | $444.3K | 0.19% | +55+3.3% | Added |
| Richardson Financial Services Inc. | 1,726 | $443.8K | 0.32% | −54−3.0% | Reduced |
| Wedge Capital Management L L P | 1,719 | $442.0K | 0.01% | −10−0.6% | Reduced |
| West Branch Capital LLC | 1,718 | $441.8K | 0.16% | +334+24.1% | Added |
| Cedar Wealth Management, LLC | 1,716 | $441.2K | 0.14% | −24−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,714 | $440.7K | 0.06% | −157−8.4% | Reduced |
| Wayfinding Financial, LLC | 1,708 | $439.0K | 0.25% | −56−3.2% | Reduced |
| Peninsula Wealth, LLC | 1,725 | $438.2K | 0.08% | −34−1.9% | Reduced |
| Capital Performance Advisors LLP | 1,703 | $437.8K | 0.17% | +19+1.1% | Added |
| J. W. Coons Advisors, LLC | 1,702 | $437.6K | 0.11% | +421+32.9% | Added |
| Beverly Hills Private Wealth, LLC | 1,696 | $436.1K | 0.09% | +726+74.8% | Added |
| One Wealth Advisors, LLC | 1,724 | $435.4K | 0.09% | −41−2.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,686 | $434.0K | 0.22% | −222−11.6% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,680 | $431.9K | 0.14% | +1,680 | New |
| SlateStone Wealth, LLC | 1,673 | $430.0K | 0.05% | +155+10.2% | Added |
| Legacy Edge Advisors, LLC | 1,671 | $429.6K | 0.08% | +395+31.0% | Added |
| GYL Financial Synergies, LLC | 1,669 | $429.2K | 0.03% | −289−14.8% | Reduced |
| Pioneer Wealth Management Group | 1,668 | $428.8K | 0.23% | +812+94.9% | Added |
| Convergence Investment Partners, LLC | 1,667 | $428.6K | 0.13% | −2,891−63.4% | Reduced |
| Howland Capital Management LLC | 1,665 | $428.1K | 0.02% | +1,665 | New |
| Hyperion Partners, LLC | 1,660 | $426.8K | 0.30% | +9+0.5% | Added |
| American National Bank | 1,657 | $426.0K | 0.05% | −1,571−48.7% | Reduced |
| Arden Trust Co | 1,648 | $423.7K | 0.06% | −6−0.4% | Reduced |
| Beacon Financial Advisory LLC | 1,647 | $423.5K | 0.16% | +334+25.4% | Added |
| LBMC Investment Advisors, LLC | 1,646 | $423.2K | 0.04% | +1,646 | New |
| Ferguson Wellman Capital Management, Inc | 1,645 | $422.9K | 0.01% | +334+25.5% | Added |
| Clarity Wealth Advisors, LLC | 1,638 | $421.2K | 0.14% | +9+0.6% | Added |
| V2 Financial group LLC | 1,628 | $421.0K | 0.28% | −1,362−45.6% | Reduced |
| Good Life Advisors, LLC | 1,635 | $420.4K | 0.03% | +209+14.7% | Added |
| Advisor OS, LLC | 1,633 | $419.9K | 0.05% | −139−7.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,633 | $419.8K | 0.15% | −47−2.8% | Reduced |
| Gemmer Asset Management LLC | 1,631 | $419.4K | 0.05% | +12+0.7% | Added |
| MRP Capital Investments, LLC | 1,629 | $418.8K | 0.39% | +1,629 | New |
| West Michigan Advisors, LLC | 1,625 | $417.8K | 0.13% | −39−2.3% | Reduced |
| FFT Wealth Management LLC | 1,625 | $417.7K | 0.04% | −218−11.8% | Reduced |
| West Family Investments, Inc. | 1,619 | $416.2K | 0.12% | −439−21.3% | Reduced |
| Fountainhead AM, LLC | 1,611 | $414.3K | 0.10% | +75+4.9% | Added |
| LJI Wealth Management, LLC | 1,611 | $414.2K | 0.09% | +1,611 | New |
| Busey Wealth Management | 1,610 | $413.9K | 0.01% | +89+5.9% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,609 | $413.7K | 0.15% | +297+22.6% | Added |
| Apexium Financial, LP | 1,607 | $413.2K | 0.03% | −186−10.4% | Reduced |
| Financial Advisory Corp | 1,606 | $413.0K | 0.17% | −933−36.7% | Reduced |
| Park National Corp | 1,600 | $411.4K | 0.02% | −180−10.1% | Reduced |
| TrueWealth Advisors, LLC | 1,599 | $411.1K | 0.15% | +419+35.5% | Added |
| JNBA Financial Advisors | 1,597 | $410.6K | 0.04% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,594 | $409.8K | 0.02% | +337+26.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,589 | $408.5K | 0.01% | +1,589 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,586 | $407.8K | 0.12% | −150−8.6% | Reduced |
| DCM Advisors, LLC | 1,580 | $406.3K | 0.21% | +275+21.1% | Added |
| Beaton Management Co. Inc. | 1,575 | $405.0K | 0.22% | +44+2.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,573 | $404.4K | 0.15% | +1,573 | New |
| Olistico Wealth, LLC | 1,572 | $404.2K | 0.26% | +502+46.9% | Added |
| Sonata Capital Group Inc | 1,567 | $403.0K | 0.21% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,333 | $401.5K | 0.23% | −228−14.6% | Reduced |
| LRI Investments, LLC | 1,550 | $398.6K | 0.05% | +1,550 | New |
| Dougherty Wealth Advisers LLC | 1,549 | $398.2K | 0.35% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,545 | $397.2K | 0.12% | −396−20.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,543 | $396.8K | 0.02% | −41−2.6% | Reduced |
| Tradition Wealth Management, LLC | 1,543 | $396.6K | 0.04% | +17+1.1% | Added |
| Mattern Wealth Management LLC | 1,542 | $396.5K | 0.10% | +172+12.6% | Added |
| Keystone Financial Group | 1,538 | $395.3K | 0.14% | −206−11.8% | Reduced |
| Waterloo Capital, L.P. | 1,533 | $394.2K | 0.05% | +457+42.5% | Added |
| Pathway Financial Advisors LLC | 1,532 | $393.9K | 0.11% | −23−1.5% | Reduced |
| Phillips Wealth Planners LLC | 1,558 | $393.5K | 0.41% | +403+34.9% | Added |
| Fort Sheridan Advisors LLC | 1,529 | $393.1K | 0.06% | −90−5.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,529 | $393.0K | 0.02% | +213+16.2% | Added |
| Smith Group Asset Management, LLC | 1,528 | $392.8K | 0.03% | −80−5.0% | Reduced |
| H&H Retirement Design & Management INC | 1,546 | $392.8K | 0.24% | +482+45.3% | Added |
| RiverGlades Family Offices LLC | 1,525 | $392.1K | 0.30% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,523 | $391.7K | 0.05% | +46+3.1% | Added |
| Garda Capital Partners LP | 1,523 | $391.6K | 0.21% | +1,523 | New |
| Silvercrest Asset Management Group LLC | 1,518 | $390.3K | 0.00% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,514 | $389.2K | 0.03% | 00.0% | Unchanged |