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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 1,034 | $265.8K | 0.13% | +1,034 | New |
| W.H. Cornerstone Investments Inc. | 1,026 | $264.0K | 0.19% | +105+11.4% | Added |
| Willner & Heller, LLC | 1,027 | $264.0K | 0.25% | +346+50.8% | Added |
| Wambolt & Associates, LLC | 1,029 | $263.6K | 0.08% | −218−17.5% | Reduced |
| VanderPol Investments L.L.C. | 1,024 | $263.3K | 0.80% | −428−29.5% | Reduced |
| Goodman Advisory Group, LLC | 1,023 | $263.0K | 0.08% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,055 | $262.8K | 0.17% | +66+6.7% | Added |
| Thompson Investment Management, Inc. | 1,020 | $262.2K | 0.04% | +20+2.0% | Added |
| Warther Private Wealth, LLC | 1,017 | $261.5K | 0.10% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,017 | $261.4K | 0.06% | −78−7.1% | Reduced |
| Frisch Financial Group, Inc. | 1,015 | $261.0K | 0.08% | +1+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,013 | $260.4K | 0.01% | −4−0.4% | Reduced |
| LexAurum Advisors, LLC | 1,012 | $260.2K | 0.06% | −49−4.6% | Reduced |
| Stiles Financial Services Inc | 1,009 | $259.5K | 0.10% | −837−45.3% | Reduced |
| Westmount Partners, LLC | 1,007 | $258.1K | 0.09% | −289−22.3% | Reduced |
| Select Asset Management & Trust | 1,005 | $258.0K | 0.10% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,005 | $258.0K | 0.10% | +10+1.0% | Added |
| Trinity Financial Advisors LLC | 1,002 | $257.7K | 0.12% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,001 | $257.4K | 0.06% | −2,886−74.2% | Reduced |
| Alberta Investment Management Corp | 1,000 | $257.1K | 0.00% | −22,500−95.7% | Reduced |
| Highview Capital Management LLC | 1,000 | $257.1K | 0.11% | −105−9.5% | Reduced |
| Counterweight Ventures, LLC | 1,000 | $257.1K | 0.19% | −15−1.5% | Reduced |
| CSS LLC | 1,000 | $257.1K | 0.02% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $257.1K | 0.14% | 00.0% | Unchanged |
| Archetype Wealth Partners | 999 | $257.0K | 0.04% | −1,213−54.8% | Reduced |
| Elgethun Capital Management | 999 | $256.9K | 0.06% | −340−25.4% | Reduced |
| Avory & Company, LLC | 998 | $256.6K | 0.18% | −228−18.6% | Reduced |
| Mizuho Markets Cayman LP | 993 | $255.3K | 1.18% | −900−47.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 992 | $255.1K | 0.08% | +992 | New |
| Kayne Anderson Rudnick Investment Management LLC | 990 | $254.7K | 0.00% | +13+1.3% | Added |
| Forza Wealth Management, LLC | 989 | $254.3K | 0.13% | +64+6.9% | Added |
| Foster Group, Inc. | 986 | $253.5K | 0.01% | +4+0.4% | Added |
| BlueChip Wealth Advisors LLC | 986 | $253.5K | 0.15% | +986 | New |
| Abel Hall, LLC | 985 | $253.3K | 0.18% | −16−1.6% | Reduced |
| Epiq Partners, LLC | 979 | $251.7K | 0.17% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 978 | $251.5K | 0.16% | −86−8.1% | Reduced |
| Burkett Financial Services, LLC | 977 | $251.3K | 0.13% | −49−4.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 977 | $251.2K | 0.08% | +977 | New |
| Summit Wealth Group, LLC | 976 | $251.0K | 0.08% | +11+1.1% | Added |
| Advanced Asset Management Advisors Inc | 975 | $250.7K | 0.07% | +225+30.0% | Added |
| Princeton Capital Management LLC | 973 | $250.2K | 0.08% | −225−18.8% | Reduced |
| Covestor Ltd | 967 | $249.0K | 0.16% | +17+1.8% | Added |
| Redhawk Wealth Advisors, Inc. | 964 | $248.0K | 0.04% | −171−15.1% | Reduced |
| Cladis Investment Advisory, LLC | 963 | $247.6K | 0.18% | +50+5.5% | Added |
| ZWJ Investment Counsel Inc | 963 | $247.5K | 0.01% | −42−4.2% | Reduced |
| Clifford Group, LLC | 957 | $246.0K | 0.20% | 00.0% | Unchanged |
| Destination Wealth Management | 956 | $245.8K | 0.01% | +163+20.6% | Added |
| Global Strategic Investment Solutions, LLC | 956 | $245.8K | 0.03% | −143−13.0% | Reduced |
| Sweet Financial Partners, LLC | 953 | $245.1K | 0.06% | −69−6.8% | Reduced |
| Intrepid Financial Planning Group LLC | 953 | $245.0K | 0.11% | +5+0.5% | Added |
| Onyx Bridge Wealth Group LLC | 950 | $244.3K | 0.04% | +21+2.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 950 | $244.2K | 0.05% | −734−43.6% | Reduced |
| Liberty Wealth Management LLC | 8,890 | $244.0K | 0.04% | +8,066+978.9% | Added |
| Garner Asset Management Corp | 944 | $243.0K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 944 | $242.7K | 0.01% | −2,359−71.4% | Reduced |
| Aire Advisors, LLC | 943 | $242.4K | 0.06% | +49+5.5% | Added |
| Account Management LLC | 940 | $241.7K | 0.27% | −30−3.1% | Reduced |
| My Personal CFO, LLC | 939 | $241.5K | 0.13% | +90+10.6% | Added |
| Lattice Capital Management, LLC | 938 | $241.2K | 0.19% | +938 | New |
| Sax Wealth Advisors, LLC | 937 | $240.9K | 0.02% | +162+20.9% | Added |
| McLean Asset Management Corp | 953 | $240.8K | 0.08% | +38+4.2% | Added |
| Mma Asset Management LLC | 935 | $240.5K | 0.11% | −20−2.1% | Reduced |
| Curated Wealth Partners LLC | 935 | $240.4K | 0.03% | +935 | New |
| MJP Associates Inc | 934 | $240.1K | 0.05% | −21−2.2% | Reduced |
| Heritage Wealth Partners, LLC | 933 | $240.0K | 0.35% | +933 | New |
| Hexagon Capital Partners LLC | 931 | $239.4K | 0.05% | +129+16.1% | Added |
| EdgeRock Capital LLC | 929 | $238.9K | 0.18% | +929 | New |
| Accredited Investors Inc. | 929 | $238.8K | 0.01% | +929 | New |
| May Barnhard Investments LLC | 928 | $238.6K | 0.12% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 922 | $236.8K | 0.11% | −42−4.4% | Reduced |
| Cypress Capital Management LLC (WY) | 920 | $236.5K | 0.25% | −200−17.9% | Reduced |
| D.B. Root & Company, LLC | 918 | $236.0K | 0.08% | +228+33.0% | Added |
| JGP Wealth Management, LLC | 918 | $236.0K | 0.03% | +3+0.3% | Added |
| LRT Capital Management, LLC | 918 | $236.0K | 0.22% | +918 | New |
| Van Hulzen Asset Management, LLC | 919 | $236.0K | 0.02% | −10,428−91.9% | Reduced |
| 1858 Wealth Management, LLC | 917 | $235.8K | 0.20% | −148−13.9% | Reduced |
| Front Row Advisors LLC | 916 | $235.5K | 0.08% | +19+2.1% | Added |
| SRS Capital Advisors, Inc. | 913 | $234.8K | 0.02% | +487+114.3% | Added |
| 49 Wealth Management, LLC | 914 | $234.2K | 0.05% | +85+10.3% | Added |
| Morris Retirement Advisors, LLC | 904 | $232.4K | 0.13% | 00.0% | Unchanged |
| Diversified, LLC | 904 | $232.4K | 0.03% | +228+33.7% | Added |
| Northwest & Ethical Investments L.P. | 903 | $232.2K | 0.01% | +903 | New |
| McDonald Partners LLC | 901 | $231.8K | 0.06% | −23−2.5% | Reduced |
| Coppell Advisory Solutions LLC | 901 | $231.7K | 0.04% | +901 | New |
| Armstrong, Fleming & Moore, Inc | 900 | $231.4K | 0.15% | −349−27.9% | Reduced |
| Polymer Capital Management (HK) LTD | 900 | $231.4K | 0.05% | +900 | New |
| Maven Securities LTD | 899 | $231.1K | 0.04% | −2,719−75.2% | Reduced |
| Lantz Financial LLC | 899 | $231.1K | 0.07% | −323−26.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 899 | $231.1K | 0.12% | +200+28.6% | Added |
| Elk River Wealth Management, LLC | 897 | $230.6K | 0.05% | −40−4.3% | Reduced |
| Apriem Advisors | 897 | $230.6K | 0.03% | +92+11.4% | Added |
| Caxton Associates LP | 891 | $229.1K | 0.01% | −151,761−99.4% | Reduced |
| Aries Wealth Management | 891 | $229.1K | 0.07% | +891 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 891 | $229.1K | 0.04% | −1,743−66.2% | Reduced |
| GoalVest Advisory LLC | 887 | $228.0K | 0.07% | −45−4.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 889 | $227.8K | 0.13% | +33+3.9% | Added |
| Granite Group Advisors, LLC | 883 | $227.0K | 0.17% | −1,281−59.2% | Reduced |
| Tower Wealth Partners, Inc. | 883 | $227.0K | 0.14% | +13+1.5% | Added |
| Ariadne Wealth Management, LP | 883 | $226.9K | 0.20% | +883 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 882 | $226.8K | 0.16% | +24+2.8% | Added |