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 |
|---|---|---|---|---|---|
| Glassy Mountain Advisors, Inc. | 1,244 | $319.8K | 0.12% | +20+1.6% | Added |
| Meritage Group LP | 1,243 | $319.6K | 0.01% | −86,094−98.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $318.8K | 0.14% | 00.0% | Unchanged |
| HTLF Bank | 1,239 | $318.5K | 0.04% | +31+2.6% | Added |
| HCR Wealth Advisors | 1,238 | $318.3K | 0.05% | +59+5.0% | Added |
| Strata Wealth Advisors, LLC | 1,237 | $318.0K | 0.11% | −390−24.0% | Reduced |
| Wealth Group, Ltd. | 1,237 | $318.0K | 0.23% | +10+0.8% | Added |
| Willis Johnson & Associates, Inc. | 1,236 | $317.7K | 0.03% | +299+31.9% | Added |
| Aurora Private Wealth, Inc. | 1,230 | $316.0K | 0.28% | +1,230 | New |
| Peoples Bank | 1,225 | $314.9K | 0.25% | +1,035+544.7% | Added |
| Insight Advisors, LLC | 1,220 | $313.7K | 0.06% | −982−44.6% | Reduced |
| Custom Index Systems, LLC | 1,220 | $313.7K | 0.18% | −1,194−49.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,214 | $312.1K | 0.10% | +197+19.4% | Added |
| Guardian Capital Advisors LP | 1,230 | $310.7K | 0.03% | −1,800−59.4% | Reduced |
| Parisi Gray Wealth Management | 1,206 | $310.2K | 0.11% | +128+11.9% | Added |
| JSF Financial, LLC | 1,205 | $309.8K | 0.09% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,201 | $308.8K | 0.11% | +6+0.5% | Added |
| Wealth Architects, LLC | 1,199 | $308.2K | 0.04% | −26−2.1% | Reduced |
| WNY Asset Management, LLC | 1,197 | $307.8K | 0.04% | −293−19.7% | Reduced |
| Kennedy Investment Group | 1,195 | $307.3K | 0.16% | −80−6.3% | Reduced |
| Fielder Capital Group LLC | 1,195 | $307.2K | 0.12% | +116+10.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,194 | $307.0K | 0.14% | −396−24.9% | Reduced |
| Fiduciary Alliance LLC | 1,198 | $306.9K | 0.05% | +1,198 | New |
| Private Advisory Group LLC | 1,192 | $306.5K | 0.04% | −483−28.8% | Reduced |
| Somerset Group LLC | 1,188 | $305.4K | 0.27% | −18−1.5% | Reduced |
| Florida Financial Advisors, LLC | 1,196 | $305.0K | 0.18% | −7−0.6% | Reduced |
| Modern Wealth Management, LLC | 1,185 | $304.8K | 0.02% | +294+33.0% | Added |
| Morling Financial Advisors, LLC | 1,182 | $303.9K | 0.13% | +1,182 | New |
| Yoder Wealth Management, Inc. | 1,181 | $303.6K | 0.20% | +4+0.3% | Added |
| McAlister, Sweet & Associates, Inc. | 1,180 | $303.4K | 0.22% | −157−11.7% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $303.4K | 0.31% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,178 | $302.9K | 1.71% | −5−0.4% | Reduced |
| Evernest Financial Advisors, LLC | 1,167 | $300.0K | 0.13% | +1+0.1% | Added |
| Sabal Trust CO | 1,161 | $298.5K | 0.02% | −75−6.1% | Reduced |
| Versant Capital Management, Inc | 1,154 | $296.7K | 0.08% | +389+50.8% | Added |
| Claret Asset Management Corp | 1,152 | $296.0K | 0.05% | +203+21.4% | Added |
| Heritage Wealth Advisors | 1,151 | $295.9K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,151 | $295.8K | 0.13% | +54+4.9% | Added |
| Triumph Capital Management | 1,150 | $295.7K | 0.12% | +1,150 | New |
| Werlinich Asset Management, LLC | 1,168 | $295.3K | 0.18% | +45+4.0% | Added |
| Vawter Financial, Ltd. | 1,143 | $293.9K | 0.20% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,140 | $293.1K | 0.04% | −478−29.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,140 | $293.1K | 0.05% | −38−3.2% | Reduced |
| Enterprise Financial Services Corp | 1,137 | $292.3K | 0.18% | −123−9.8% | Reduced |
| Element Wealth, LLC | 1,137 | $292.2K | 0.16% | +5+0.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $291.6K | 0.14% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,134 | $291.6K | 0.08% | −3−0.3% | Reduced |
| Sigma Investment Counselors Inc | 1,131 | $290.8K | 0.02% | +25+2.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,134 | $290.3K | 0.23% | +152+15.5% | Added |
| Everett Harris & Co | 1,127 | $289.8K | 0.00% | +275+32.3% | Added |
| Benchmark Investment Advisors LLC | 1,125 | $289.3K | 0.21% | 00.0% | Unchanged |
| Forte Asset Management LLC | 1,125 | $289.2K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,124 | $289.0K | 0.21% | +154+15.9% | Added |
| CRA Financial Services, LLC | 1,122 | $288.5K | 0.06% | +247+28.2% | Added |
| Aspen Grove Capital, LLC | 1,120 | $288.0K | 0.07% | +45+4.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,116 | $287.0K | 0.10% | +111+11.0% | Added |
| Pinnacle West Asset Management, Inc. | 1,115 | $287.0K | 0.22% | +10+0.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,116 | $286.9K | 0.07% | +179+19.1% | Added |
| Klingenstein Fields & Co LP | 1,114 | $286.4K | 0.01% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,113 | $286.2K | 0.08% | −102−8.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,113 | $286.2K | 0.01% | −7−0.6% | Reduced |
| JJJ Advisors Inc. | 1,106 | $284.4K | 0.06% | −180−14.0% | Reduced |
| Delta Financial Group, Inc. | 1,105 | $284.0K | 0.12% | −250−18.5% | Reduced |
| GSG Advisors LLC | 1,104 | $282.9K | 0.10% | −6−0.5% | Reduced |
| Muirfield Wealth Advisors LLC | 1,100 | $282.9K | 0.27% | +68+6.6% | Added |
| Mengis Capital Management, Inc. | 1,099 | $282.6K | 0.06% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,098 | $282.3K | 0.12% | −268−19.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,097 | $282.0K | 0.05% | +53+5.1% | Added |
| Tempus Wealth Planning, LLC | 1,096 | $281.8K | 0.12% | +159+17.0% | Added |
| Northeast Investment Management | 1,094 | $281.3K | 0.01% | +53+5.1% | Added |
| Fort, L.P. | 1,094 | $281.3K | 0.72% | +259+31.0% | Added |
| Benjamin Edwards Inc | 1,092 | $281.0K | 0.05% | −68−5.9% | Reduced |
| Canton Hathaway, LLC | 1,088 | $280.0K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,174 | $279.9K | 0.06% | +7+0.6% | Added |
| Colonial Trust Co | 1,085 | $278.9K | 0.05% | +273+33.6% | Added |
| Indiana Trust & Investment Management CO | 1,084 | $278.7K | 0.10% | −145−11.8% | Reduced |
| WMG Financial Advisors, LLC | 1,084 | $278.7K | 0.15% | +1,084 | New |
| Nadler Financial Group, Inc. | 1,077 | $276.9K | 0.03% | −21−1.9% | Reduced |
| Summa Corp. | 1,075 | $276.4K | 0.13% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,070 | $275.1K | 0.15% | +1,070 | New |
| Breed's Hill Capital LLC | 1,067 | $274.3K | 0.24% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,066 | $274.1K | 0.04% | +58+5.8% | Added |
| Rakuten Securities, Inc. | 1,064 | $273.6K | 0.12% | +601+129.8% | Added |
| Oarsman Capital, Inc. | 1,062 | $273.1K | 0.06% | +47+4.6% | Added |
| Facet Wealth, Inc. | 1,057 | $272.7K | 0.01% | −32−2.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,056 | $271.5K | 0.11% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 1,055 | $271.5K | 0.18% | +276+35.4% | Added |
| Private Capital Management LLC | 1,055 | $271.2K | 0.05% | −402−27.6% | Reduced |
| Balanced Wealth Group LLC | 1,057 | $270.9K | 0.12% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,053 | $270.7K | 0.10% | +9+0.9% | Added |
| Well Done, LLC | 1,053 | $270.5K | 0.06% | −370−26.0% | Reduced |
| Zega Financial, LLC | 1,050 | $270.0K | 0.10% | +1,050 | New |
| Signature Wealth Management Partners, LLC | 1,047 | $269.2K | 0.20% | +1,047 | New |
| Mendel Money Management | 1,046 | $268.9K | 0.13% | +106+11.3% | Added |
| Pring Turner Capital Group Inc | 1,046 | $268.9K | 0.19% | +324+44.9% | Added |
| Gordian Capital Singapore Pte Ltd | 1,044 | $268.4K | 0.15% | −288−21.6% | Reduced |
| NFP Retirement, Inc. | 1,043 | $268.2K | 0.02% | −16−1.5% | Reduced |
| DLK Investment Management, LLC | 1,039 | $267.1K | 0.11% | +1,039 | New |
| Concentric Wealth Management, LLC | 1,039 | $267.1K | 0.07% | +1,039 | New |
| Capital Planning Advisors, LLC | 1,038 | $266.9K | 0.05% | −203−16.4% | Reduced |