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 |
|---|---|---|---|---|---|
| Retirement Income Solutions, Inc | 1,510 | $388.2K | 0.09% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,503 | $386.4K | 0.28% | +1,503 | New |
| M3 Advisory Group, LLC | 1,500 | $385.7K | 0.32% | +754+101.1% | Added |
| Zweig-DiMenna Associates LLC | 1,500 | $385.6K | 0.04% | −30,450−95.3% | Reduced |
| Madison Park Capital Advisors, LLC | 1,500 | $385.6K | 0.32% | −44−2.8% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $385.6K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,500 | $385.6K | 0.07% | +1,500 | New |
| WMS Partners, LLC | 1,498 | $385.1K | 0.02% | +179+13.6% | Added |
| West Oak Capital, LLC | 1,495 | $384.4K | 0.15% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,482 | $381.0K | 0.07% | +58+4.1% | Added |
| Diametric Capital, LP | 1,482 | $381.0K | 0.21% | +1,482 | New |
| Nichols & Pratt Advisers LLP | 1,480 | $380.5K | 0.03% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,479 | $380.3K | 0.04% | −238−13.9% | Reduced |
| Grandfield & Dodd, LLC | 1,471 | $378.3K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,471 | $378.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,464 | $376.3K | 0.03% | −295−16.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,461 | $375.6K | 0.08% | −456−23.8% | Reduced |
| Paladin Advisory Group, LLC | 1,464 | $375.1K | 0.29% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,458 | $374.7K | 0.19% | −112−7.1% | Reduced |
| Bank of Stockton | 1,451 | $373.1K | 0.12% | +538+58.9% | Added |
| Spirepoint Private Client, LLC | 1,450 | $372.8K | 0.05% | +306+26.7% | Added |
| Seven Mile Advisory | 1,445 | $371.5K | 0.27% | +35+2.5% | Added |
| Farrell Financial LLC | 1,443 | $371.1K | 0.29% | +80+5.9% | Added |
| OneAscent Wealth Management LLC | 1,442 | $371.0K | 0.19% | +105+7.9% | Added |
| DC Investments Management, LLC | 1,441 | $370.5K | 0.31% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,437 | $369.5K | 0.19% | +684+90.8% | Added |
| Seeds Investor LLC | 1,432 | $368.1K | 0.19% | +529+58.6% | Added |
| North Star Investment Management Corp. | 1,429 | $367.5K | 0.03% | −26−1.8% | Reduced |
| Klingman & Associates, LLC | 1,429 | $367.4K | 0.02% | +44+3.2% | Added |
| Jackson Creek Investment Advisors LLC | 1,426 | $367.0K | 0.13% | −1,401−49.6% | Reduced |
| AllSquare Wealth Management LLC | 1,424 | $366.1K | 0.22% | +100+7.6% | Added |
| Creative Financial Designs Inc | 1,414 | $363.6K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,409 | $362.3K | 0.03% | +115+8.9% | Added |
| Lodestar Private Asset Management LLC | 1,406 | $361.4K | 0.05% | −17−1.2% | Reduced |
| KC Investment Advisors, LLC | 1,405 | $361.2K | 0.18% | +141+11.2% | Added |
| FDx Advisors, Inc. | 1,405 | $361.0K | 0.10% | −20,195−93.5% | Reduced |
| Jacobsen Capital Management | 1,402 | $360.5K | 0.16% | −137−8.9% | Reduced |
| Ridgewood Investments LLC | 1,401 | $360.2K | 0.18% | +350+33.3% | Added |
| TCI Wealth Advisors, Inc. | 1,400 | $360.0K | 0.03% | −106−7.0% | Reduced |
| IFG Advisors, LLC | 1,400 | $359.9K | 0.09% | +10+0.7% | Added |
| Point72 Asset Management, L.P. | 1,400 | $359.9K | 0.00% | −350−20.0% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $359.9K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,398 | $359.4K | 0.02% | −7,969−85.1% | Reduced |
| Outlook Wealth Advisors, LLC | 1,391 | $357.6K | 0.17% | −83−5.6% | Reduced |
| Fermata Advisors, LLC | 1,385 | $356.1K | 0.08% | −3−0.2% | Reduced |
| Avenue 1 Advisors, LLC | 1,381 | $355.1K | 0.14% | +7+0.5% | Added |
| BKD Wealth Advisors, LLC | 1,380 | $354.8K | 0.01% | −270−16.4% | Reduced |
| Hoylecohen, LLC | 1,379 | $354.5K | 0.03% | −30−2.1% | Reduced |
| Bellecapital International Ltd. | 1,359 | $349.4K | 0.07% | +135+11.0% | Added |
| Beacon Capital Management, LLC | 1,357 | $349.0K | 0.06% | +418+44.5% | Added |
| First Heartland Consultants, Inc. | 1,355 | $348.0K | 0.03% | −35−2.5% | Reduced |
| Fortune Financial Advisors, LLC | 1,349 | $346.8K | 0.21% | +88+7.0% | Added |
| Evanson Asset Management, LLC | 1,346 | $346.1K | 0.03% | −180−11.8% | Reduced |
| Ignite Planners, LLC | 1,311 | $345.1K | 0.08% | +167+14.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,342 | $345.0K | 0.34% | +122+10.0% | Added |
| Bedel Financial Consulting, Inc. | 1,341 | $344.8K | 0.05% | +113+9.2% | Added |
| Adirondack Trust Co | 1,341 | $344.7K | 0.14% | −9−0.7% | Reduced |
| Silver Oak Securities, Inc | 1,340 | $344.6K | 0.05% | −101−7.0% | Reduced |
| Vantage Consulting Group Inc | 1,339 | $344.3K | 0.26% | +301+29.0% | Added |
| Richard W. Paul & Associates, LLC | 1,334 | $343.0K | 0.13% | −9−0.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,331 | $342.0K | 0.29% | +12+0.9% | Added |
| Wilson & Boucher Capital Management, LLC | 1,325 | $340.7K | 0.26% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,324 | $340.4K | 0.18% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,321 | $339.6K | 0.04% | −2,030−60.6% | Reduced |
| Harmony Asset Management LLC | 1,320 | $339.4K | 0.14% | +1,320 | New |
| Lee Danner & Bass Inc | 1,315 | $338.0K | 0.03% | +1,315 | New |
| Bremer Bank National Association | 1,314 | $337.8K | 0.07% | +141+12.0% | Added |
| Berkeley Capital Partners, LLC | 1,310 | $336.8K | 0.10% | −93−6.6% | Reduced |
| New Wave Wealth Advisors LLC | 1,308 | $336.3K | 0.18% | +1,308 | New |
| Consolidated Capital Management, LLC | 1,303 | $335.0K | 0.16% | −30−2.3% | Reduced |
| DSC Advisors, L.P. | 1,302 | $334.7K | 1.12% | +39+3.1% | Added |
| Kolinsky Wealth Management, LLC | 1,301 | $334.5K | 0.24% | −186−12.5% | Reduced |
| Sym Financial Corp | 1,301 | $334.5K | 0.05% | +1,301 | New |
| Arvest Trust Co N A | 1,300 | $334.2K | 0.02% | −154−10.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,297 | $333.5K | 0.21% | +74+6.1% | Added |
| Crescent Grove Advisors, LLC | 1,292 | $332.2K | 0.04% | +1,292 | New |
| Koss-Olinger Consulting, LLC | 1,293 | $332.0K | 0.03% | −3,263−71.6% | Reduced |
| Schnieders Capital Management LLC | 1,288 | $331.1K | 0.07% | −150−10.4% | Reduced |
| Financial Partners Group, Inc | 1,286 | $330.8K | 0.05% | +10+0.8% | Added |
| First American Trust, FSB | 1,284 | $330.2K | 0.03% | +99+8.4% | Added |
| Spotlight Asset Group, Inc. | 1,284 | $330.1K | 0.23% | +100+8.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,292 | $329.0K | 0.01% | −3,561−73.4% | Reduced |
| MBL Wealth, LLC | 1,279 | $328.8K | 0.04% | −5−0.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,272 | $327.1K | 0.08% | +1,272 | New |
| Wealth Dimensions Group, Ltd. | 1,272 | $327.0K | 0.09% | +17+1.4% | Added |
| Powers Advisory Group, LLC | 1,271 | $326.9K | 0.18% | −32−2.5% | Reduced |
| GLOBALT Investments LLC | 1,271 | $326.8K | 0.01% | −1−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 1,269 | $326.3K | 0.08% | +310+32.3% | Added |
| Opes Wealth Management LLC | 1,268 | $326.0K | 0.07% | −37−2.8% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $325.5K | 0.17% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 1,263 | $324.7K | 0.20% | +325+34.6% | Added |
| Fortitude Advisory Group L.L.C. | 1,261 | $324.2K | 0.19% | −2,042−61.8% | Reduced |
| Five Oceans Advisors | 1,259 | $323.7K | 0.17% | +65+5.4% | Added |
| JBR Co Financial Management Inc | 1,252 | $321.9K | 0.23% | +15+1.2% | Added |
| Sovereign Financial Group, Inc. | 1,251 | $321.7K | 0.08% | +104+9.1% | Added |
| Vanguard Capital Wealth Advisors | 1,251 | $321.5K | 0.22% | +1,251 | New |
| American State Bank (Iowa) | 1,250 | $321.4K | 0.21% | +2+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,249 | $321.1K | 0.07% | +63+5.3% | Added |
| Private Client Services, LLC | 1,246 | $320.3K | 0.20% | +1,246 | New |
| Janney Capital Management LLC | 1,246 | $320.0K | 0.02% | −1,273−50.5% | Reduced |