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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 533 | $137.0K | 0.00% | +28+5.5% | Added |
| Sound Income Strategies, LLC | 531 | $136.5K | 0.01% | −284−34.8% | Reduced |
| Pin Oak Investment Advisors Inc | 518 | $133.0K | 0.13% | +20+4.0% | Added |
| Hall Laurie J Trustee | 505 | $130.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $128.6K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 500 | $128.6K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 468 | $120.3K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 467 | $120.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 466 | $119.8K | 0.02% | +9+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 466 | $119.8K | 0.06% | +281+151.9% | Added |
| Plante Moran Financial Advisors, LLC | 464 | $119.3K | 0.01% | +66+16.6% | Added |
| Evergreen Private Wealth LLC | 459 | $118.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 451 | $116.0K | 0.00% | +60+15.3% | Added |
| Dakota Community Bank & Trust NA | 446 | $114.7K | 0.62% | −17−3.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 442 | $113.0K | 0.03% | +66+17.6% | Added |
| Financial Connections Group, Inc. | 416 | $106.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 411 | $105.7K | 0.03% | −42−9.3% | Reduced |
| Institutional & Family Asset Management, LLC | 410 | $105.4K | 0.02% | +179+77.5% | Added |
| JFS Wealth Advisors, LLC | 402 | $103.4K | 0.01% | −73−15.4% | Reduced |
| Meeder Asset Management Inc | 398 | $102.3K | 0.01% | −1,716−81.2% | Reduced |
| Atlas Capital Advisors LLC | 395 | $101.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 384 | $99.0K | 0.01% | −401−51.1% | Reduced |
| Stone House Investment Management, LLC | 385 | $99.0K | 0.03% | −35−8.3% | Reduced |
| Atwood & Palmer Inc | 380 | $97.7K | 0.01% | −119−23.8% | Reduced |
| McMahon Financial Advisors, LLC | 374 | $96.2K | 0.02% | +374 | New |
| EnRich Financial Partners LLC | 373 | $95.9K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 371 | $95.4K | 0.04% | −16−4.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 371 | $95.4K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 360 | $94.7K | 0.07% | +340+1,700.0% | Added |
| Richardson Capital Management LLC | 360 | $92.6K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 356 | $91.6K | 0.01% | +75+26.7% | Added |
| Transcendent Capital Group LLC | 354 | $91.0K | 0.05% | −329−48.2% | Reduced |
| City Holding Co | 351 | $90.2K | 0.01% | −9−2.5% | Reduced |
| Union Investments & Development Ltd. | 350 | $90.0K | 0.55% | −350−50.0% | Reduced |
| Family Firm, Inc. | 341 | $87.8K | 0.02% | +341 | New |
| Estabrook Capital Management | 331 | $85.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 329 | $84.6K | 0.05% | +329 | New |
| Redwood Wealth Management Group, LLC | 328 | $84.3K | 0.06% | +328 | New |
| Bay Harbor Wealth Management, LLC | 324 | $83.3K | 0.03% | −1−0.3% | Reduced |
| Private Wealth Management Group, LLC | 320 | $82.3K | 0.04% | −27−7.8% | Reduced |
| JCIC Asset Management Inc. | 314 | $80.7K | 0.03% | +50+18.9% | Added |
| Ogorek Anthony Joseph | 314 | $80.0K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $80.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $79.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 323 | $77.2K | 0.02% | +14+4.5% | Added |
| Prestige Wealth Management Group LLC | 299 | $76.9K | 0.02% | −12−3.9% | Reduced |
| DSM Capital Partners LLC | 299 | $76.9K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $76.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 298 | $76.6K | 0.05% | +52+21.1% | Added |
| Global Financial Private Client, LLC | 297 | $76.4K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 295 | $75.8K | 0.04% | −63−17.6% | Reduced |
| Delta Asset Management LLC | 292 | $75.1K | 0.01% | −3−1.0% | Reduced |
| Dunhill Financial, LLC | 286 | $73.6K | 0.05% | +20+7.5% | Added |
| Blue Bell Private Wealth Management, LLC | 283 | $72.8K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 283 | $72.8K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 280 | $72.0K | 0.01% | +280 | New |
| Live Oak Investment Partners | – | $69.4K | 0.06% | – | New |
| McIlrath & Eck, LLC | 263 | $67.6K | 0.01% | +55+26.4% | Added |
| Tower View Investment Management & Research LLC | 260 | $66.9K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 259 | $66.6K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 248 | $63.8K | 0.05% | −128−34.0% | Reduced |
| SYSTM Wealth Solutions LLC | 245 | $63.0K | 0.01% | −390−61.4% | Reduced |
| Creekmur Asset Management LLC | 241 | $62.0K | 0.02% | −14−5.5% | Reduced |
| Tucker Asset Management LLC | 237 | $60.9K | 0.01% | −4−1.7% | Reduced |
| Iron Horse Wealth Management, LLC | 235 | $60.5K | 0.02% | +235 | New |
| Hartford Financial Management Inc. | 235 | $60.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 231 | $59.4K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 230 | $59.2K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 227 | $58.4K | 0.00% | +14+6.6% | Added |
| J.Safra Asset Management Corp | 225 | $57.8K | 0.01% | +194+625.8% | Added |
| Financial Perspectives, Inc | 223 | $57.3K | 0.02% | +148+197.3% | Added |
| CGC Financial Services, LLC | 223 | $57.3K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 216 | $55.5K | 0.03% | +190+730.8% | Added |
| Oakworth Capital, Inc. | 215 | $55.3K | 0.00% | +100+87.0% | Added |
| GHP Investment Advisors, Inc. | 206 | $53.0K | 0.00% | +57+38.3% | Added |
| Emerald Advisers, LLC | 200 | $51.4K | 0.00% | −1,566−88.7% | Reduced |
| Breakwater Investment Management | 200 | $51.4K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 196 | $50.6K | 0.02% | −13−6.2% | Reduced |
| Tidemark, LLC | 182 | $46.8K | 0.02% | −21−10.3% | Reduced |
| Tradewinds Capital Management, LLC | 182 | $46.8K | 0.01% | +3+1.7% | Added |
| Register Financial Advisors LLC | 180 | $46.3K | 0.02% | −457−71.7% | Reduced |
| Bank & Trust Co | 180 | $46.3K | 0.04% | +180 | New |
| Duncker Streett & Co Inc | 178 | $45.8K | 0.01% | +5+2.9% | Added |
| Kings Path Partners LLC | 176 | $45.3K | 0.02% | +176 | New |
| Pingora Partners LLC | 170 | $43.7K | 0.03% | −25−12.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 168 | $43.2K | 0.01% | −83−33.1% | Reduced |
| Raffa Wealth Management, LLC | 166 | $42.7K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 165 | $42.4K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 159 | $40.9K | 0.03% | +159 | New |
| WFA Asset Management Corp | 158 | $40.7K | 0.02% | −242−60.5% | Reduced |
| Lynx Investment Advisory | 156 | $40.1K | 0.03% | +156 | New |
| Union Savings Bank | 155 | $39.8K | 0.02% | +35+29.2% | Added |
| Caitlin John, LLC | 153 | $39.3K | 0.03% | −2−1.3% | Reduced |
| Core Alternative Capital | 153 | $39.3K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 150 | $38.6K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 150 | $38.6K | 0.01% | +20+15.4% | Added |
| POM Investment Strategies, LLC | 149 | $38.3K | 0.03% | +88+144.3% | Added |
| Pacifica Partners Inc. | 144 | $37.6K | 0.02% | +14+10.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 142 | $36.5K | 0.01% | +121+576.2% | Added |
| Glass Jacobson Investment Advisors llc | 140 | $36.0K | 0.01% | 00.0% | Unchanged |