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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 882 | $226.7K | 0.01% | +882 | New |
| Pure Financial Advisors, Inc. | 880 | $226.4K | 0.01% | +40+4.8% | Added |
| RPS Advisory Solutions LLC | 880 | $226.3K | 0.21% | +880 | New |
| Reynders McVeigh Capital Management, LLC | 880 | $226.0K | 0.01% | −25−2.8% | Reduced |
| Welch Group, LLC | 878 | $225.7K | 0.01% | −3−0.3% | Reduced |
| TFC Financial Management | 878 | $225.7K | 0.04% | −2−0.2% | Reduced |
| United Advisor Group, LLC | 877 | $225.5K | 0.07% | +877 | New |
| BluePointe Capital Management, LLC | 874 | $224.7K | 0.15% | −1,118−56.1% | Reduced |
| Security National Bank of So Dak | 873 | $224.4K | 0.13% | −6−0.7% | Reduced |
| Foguth Wealth Management, LLC. | 872 | $224.1K | 0.10% | −3,015−77.6% | Reduced |
| Campbell Wealth Management | 871 | $224.0K | 0.07% | +200+29.8% | Added |
| Horizon Bancorp Inc | 865 | $222.0K | 0.11% | +59+7.3% | Added |
| Smith Anglin Financial, LLC | 862 | $221.7K | 0.02% | −97−10.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 859 | $220.8K | 0.11% | +20+2.4% | Added |
| Motive Wealth Advisors | 856 | $220.1K | 0.13% | −62−6.8% | Reduced |
| Gray Wealth Management Inc. | 854 | $219.6K | 0.09% | +46+5.7% | Added |
| Blossom Wealth Management | 853 | $219.3K | 0.48% | −20−2.3% | Reduced |
| FORA Capital, LLC | 849 | $218.3K | 0.03% | +849 | New |
| Holistic Planning, LLC | 724 | $218.1K | 0.17% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 848 | $218.0K | 0.01% | +56+7.1% | Added |
| Wellspring Financial Advisors, LLC | 846 | $217.6K | 0.03% | −244−22.4% | Reduced |
| Gill Capital Partners, LLC | 843 | $216.7K | 0.08% | +68+8.8% | Added |
| Verus Capital Partners, LLC | 841 | $216.3K | 0.02% | −949−53.0% | Reduced |
| Quantum Financial Advisors, LLC | 841 | $216.2K | 0.04% | 00.0% | Unchanged |
| Affiance Financial, LLC | 840 | $216.0K | 0.06% | +163+24.1% | Added |
| Vista Investment Management | 837 | $215.2K | 0.09% | +837 | New |
| Kowal Investment Group, LLC | 836 | $215.0K | 0.04% | +836 | New |
| SkyOak Wealth, LLC | 836 | $214.9K | 0.05% | +836 | New |
| Wealth Effects LLC | 835 | $214.7K | 0.08% | −20−2.3% | Reduced |
| Breakwater Capital Group | 834 | $214.4K | 0.05% | +45+5.7% | Added |
| Archvest Wealth Advisors, Inc. | 836 | $214.2K | 0.14% | 00.0% | Unchanged |
| Forte Capital LLC | 833 | $214.2K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 830 | $213.5K | 0.04% | +41+5.2% | Added |
| Silverlake Wealth Management LLC | 829 | $213.1K | 0.09% | −196−19.1% | Reduced |
| Capital Market Strategies LLC | 829 | $213.1K | 0.13% | +829 | New |
| Ellsworth Advisors, LLC | 828 | $212.9K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 828 | $212.9K | 0.04% | −500−37.7% | Reduced |
| Manchester Capital Management LLC | 828 | $212.9K | 0.03% | −60−6.8% | Reduced |
| Rise Advisors, LLC | 825 | $212.1K | 0.11% | −29−3.4% | Reduced |
| Marion Wealth Management | 820 | $210.8K | 0.06% | +134+19.5% | Added |
| Arvest Investments, Inc. | 818 | $210.3K | 0.03% | +122+17.5% | Added |
| Allen Capital Group, LLC | 817 | $210.1K | 0.03% | −40−4.7% | Reduced |
| Lockerman Financial Group, Inc. | 816 | $209.8K | 0.38% | +816 | New |
| Woodward Diversified Capital, LLC | 815 | $209.5K | 0.12% | −3,110−79.2% | Reduced |
| Townsend & Associates, Inc | 796 | $209.1K | 0.02% | −101−11.3% | Reduced |
| Financial Network Wealth Management LLC | 816 | $209.0K | 0.08% | +816 | New |
| Atalanta Sosnoff Capital, LLC | 812 | $208.9K | 0.00% | −174,191−99.5% | Reduced |
| Abacus Planning Group, Inc. | 812 | $208.8K | 0.04% | −13−1.6% | Reduced |
| Acorn Creek Capital LLC | 810 | $208.4K | 0.12% | −71−8.1% | Reduced |
| Capital Asset Advisory Services LLC | 823 | $207.8K | 0.01% | −97−10.5% | Reduced |
| Elevatus Welath Management | 806 | $207.2K | 0.08% | −101−11.1% | Reduced |
| Jag Capital Management, LLC | 803 | $206.5K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 803 | $206.4K | 0.03% | +12+1.5% | Added |
| Cascade Financial Partners, LLC | 801 | $205.9K | 0.03% | −20−2.4% | Reduced |
| Pacitti Group Inc. | 798 | $205.2K | 0.11% | 00.0% | Unchanged |
| Mosley Wealth Management | 798 | $205.2K | 0.17% | +6+0.8% | Added |
| Planning Capital Management Corp | 798 | $205.2K | 0.14% | +70+9.6% | Added |
| Alhambra Investment Partners LLC | 798 | $205.2K | 0.11% | +798 | New |
| HMS Capital Management, LLC | 794 | $204.1K | 0.11% | 00.0% | Unchanged |
| E&G Advisors, LP | 794 | $204.1K | 0.06% | +50+6.7% | Added |
| J. L. Bainbridge & Co., Inc. | 793 | $203.8K | 0.02% | +8+1.0% | Added |
| McAdam, LLC | 792 | $203.6K | 0.01% | +45+6.0% | Added |
| Sittner & Nelson, LLC | 792 | $203.6K | 0.10% | −36−4.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 791 | $203.4K | 0.04% | −133−14.4% | Reduced |
| New Century Financial Group, LLC | 790 | $203.1K | 0.09% | −2,905−78.6% | Reduced |
| ICONIQ Capital, LLC | 790 | $203.1K | 0.00% | +790 | New |
| Gateway Wealth Partners, LLC | 789 | $202.8K | 0.06% | +10+1.3% | Added |
| Aletheian Wealth Advisors LLC | 786 | $202.1K | 0.11% | +786 | New |
| Montz Harcus Wealth Management LLC | 786 | $202.0K | 0.13% | +73+10.2% | Added |
| Old Port Advisors | 784 | $201.6K | 0.06% | +35+4.7% | Added |
| Revisor Wealth Management LLC | 783 | $201.3K | 0.14% | −59−7.0% | Reduced |
| Fullcircle Wealth LLC | 803 | $200.6K | 0.10% | +803 | New |
| Round Rock Advisors, LLC | 780 | $200.5K | 0.05% | −57−6.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 778 | $200.1K | 0.05% | +778 | New |
| Eagle Bay Advisors LLC | 775 | $199.3K | 0.12% | −246−24.1% | Reduced |
| West Paces Advisors Inc. | 771 | $198.2K | 0.05% | +37+5.0% | Added |
| Activest Wealth Management | 768 | $197.5K | 0.06% | +320+71.4% | Added |
| Archer Investment Corp | 759 | $195.2K | 0.06% | +100+15.2% | Added |
| Capital Advisors, Ltd. LLC | 742 | $191.0K | 0.02% | −11−1.5% | Reduced |
| Financial Network Wealth Advisors LLC | 728 | $187.0K | 0.14% | +56+8.3% | Added |
| Vestor Capital, LLC | 727 | $187.0K | 0.02% | −37,714−98.1% | Reduced |
| Chris Bulman Inc | 722 | $185.6K | 0.13% | +722 | New |
| First Community Trust NA | 710 | $182.5K | 0.16% | +152+27.2% | Added |
| Blume Capital Management, Inc. | 700 | $180.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 673 | $173.1K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 666 | $171.2K | 0.16% | −3,040−82.0% | Reduced |
| DT Investment Partners, LLC | 662 | $170.2K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 659 | $169.4K | 0.12% | −26−3.8% | Reduced |
| Vista Private Wealth Partners. LLC | 642 | $165.0K | 0.07% | −4,033−86.3% | Reduced |
| Quest Partners LLC | 628 | $161.5K | 0.02% | −1,709−73.1% | Reduced |
| Hanson & Doremus Investment Management | 606 | $156.0K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 600 | $154.3K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 585 | $150.5K | 0.06% | −2−0.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 577 | $148.3K | 0.11% | −487−45.8% | Reduced |
| Tompkins Financial Corp | 571 | $146.8K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 570 | $146.6K | 0.06% | −22−3.7% | Reduced |
| First Foundation Advisors | 568 | $146.0K | 0.01% | −260−31.4% | Reduced |
| Frazier Financial Advisors, LLC | 564 | $145.0K | 0.12% | +123+27.9% | Added |
| Atlantic Trust, LLC | 563 | $144.7K | 0.04% | −11,347−95.3% | Reduced |
| Ulland Investment Advisors, LLC | 559 | $144.0K | 0.10% | −103−15.6% | Reduced |