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 |
|---|---|---|---|---|---|
| Ruedi Wealth Management, Inc. | 139 | $35.7K | 0.01% | +53+61.6% | Added |
| AlphaMark Advisors, LLC | 136 | $35.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 135 | $34.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 134 | $34.5K | 0.00% | +13+10.7% | Added |
| Carolinas Wealth Consulting LLC | 133 | $34.1K | 0.01% | −396−74.9% | Reduced |
| MCF Advisors LLC | 132 | $33.9K | 0.00% | +21+18.9% | Added |
| Stephens Consulting, LLC | 129 | $33.2K | 0.01% | +125+3,125.0% | Added |
| Strategic Investment Solutions, Inc. | 128 | $33.1K | 0.01% | +128 | New |
| ICA Group Wealth Management, LLC | 122 | $31.4K | 0.02% | −1,288−91.3% | Reduced |
| First Personal Financial Services | 122 | $31.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 119 | $30.5K | 0.01% | −50−29.6% | Reduced |
| Emfo, LLC | 117 | $30.1K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $30.1K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 116 | $29.8K | 0.01% | −25−17.7% | Reduced |
| Gables Capital Management Inc. | 116 | $29.8K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $28.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 110 | $28.3K | 0.01% | −175−61.4% | Reduced |
| Clear Investment Research, LLC | 110 | $28.3K | 0.04% | +98+816.7% | Added |
| ZynergyRetirementPlanningLLC | 110 | $28.3K | 0.02% | +110 | New |
| Aspect Partners, LLC | 109 | $28.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 108 | $27.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 108 | $27.8K | 0.01% | −152−58.5% | Reduced |
| Centennial Bank | 105 | $27.0K | 0.01% | −15−12.5% | Reduced |
| Chesapeake Asset Management LLC | 100 | $25.7K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $25.7K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $25.7K | 0.02% | +96+2,400.0% | Added |
| Signature Resources Capital Management, LLC | 97 | $25.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 94 | $24.1K | 0.01% | −100−51.5% | Reduced |
| Avion Wealth | 96 | $24.0K | 0.01% | +33+52.4% | Added |
| Stephenson National Bank & Trust | 93 | $23.9K | 0.01% | −57−38.0% | Reduced |
| NCP Inc. | 91 | $23.4K | 0.01% | +40+78.4% | Added |
| Cohen & Steers, Inc. | 89 | $23.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 85 | $21.9K | 0.02% | +85 | New |
| Bruce G. Allen Investments, LLC | 81 | $20.8K | 0.02% | +13+19.1% | Added |
| Private Ocean, LLC | 80 | $20.6K | 0.00% | −12−13.0% | Reduced |
| Valued Wealth Advisors LLC | 80 | $20.6K | 0.01% | +6+8.1% | Added |
| Hallmark Capital Management Inc | 80 | $20.6K | 0.00% | +80 | New |
| Knott David M Jr | 77 | $20.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 78 | $19.8K | 0.03% | +1+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 76 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 75 | $19.3K | 0.01% | −5−6.3% | Reduced |
| Bellevue Asset Management, LLC | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $17.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 69 | $17.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $17.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 67 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 67 | $17.2K | 0.01% | −22−24.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 65 | $16.7K | 0.00% | −3−4.4% | Reduced |
| Proffitt & Goodson Inc | 64 | $16.5K | 0.00% | +64 | New |
| Tortoise Investment Management, LLC | 63 | $16.2K | 0.00% | −168−72.7% | Reduced |
| LGT Financial Advisors LLC | 63 | $16.2K | 0.03% | +63 | New |
| Naples Money Management LLC | 63 | $16.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 62 | $15.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 60 | $15.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 59 | $15.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 58 | $14.9K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 54 | $13.9K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 51 | $13.1K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 50 | $12.9K | 0.00% | +50 | New |
| Legacy Bridge, LLC | 50 | $12.9K | 0.01% | −4,873−99.0% | Reduced |
| Mechanics Financial Corp | 50 | $12.9K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 50 | $12.9K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 50 | $12.9K | 0.00% | +50 | New |
| Cultivar Capital, Inc. | 50 | $12.9K | 0.01% | +50 | New |
| Macroview Investment Management LLC | 48 | $12.4K | 0.01% | −120−71.4% | Reduced |
| Atticus Wealth Management, LLC | 47 | $12.1K | 0.00% | +11+30.6% | Added |
| Arlington Trust Co LLC | 47 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 47 | $12.1K | 0.01% | +47 | New |
| PrairieView Partners, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 45 | $11.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 45 | $11.6K | 0.00% | −105−70.0% | Reduced |
| SJS Investment Consulting Inc. | 44 | $11.3K | 0.00% | −467−91.4% | Reduced |
| Criterion Capital Advisors, LLC | 42 | $10.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 42 | $10.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $10.3K | 0.00% | +6+17.6% | Added |
| Beaird Harris Wealth Management, LLC | 38 | $9.64K | 0.00% | +20+111.1% | Added |
| New Age Alpha Advisors, LLC | 35 | $9.00K | 0.00% | −5,965−99.4% | Reduced |
| Robinswood Financial LLC | 35 | $9.00K | 0.00% | +32+1,066.7% | Added |
| HHM Wealth Advisors, LLC | 33 | $8.48K | 0.00% | −44−57.1% | Reduced |
| Hobbs Group Advisors, LLC | 32 | $8.23K | 0.00% | +32 | New |
| Gold Investment Management Ltd. | 31 | $7.97K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 31 | $7.97K | 0.00% | +31 | New |
| Godsey & Gibb Associates | 30 | $7.71K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 28 | $7.20K | 0.00% | +2+7.7% | Added |
| Carolina Wealth Advisors, LLC | 26 | $6.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $6.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $6.43K | 0.00% | +11+78.6% | Added |
| Carmichael Hill & Associates, Inc. | 24 | $6.17K | 0.00% | +5+26.3% | Added |
| Christopher J. Hasenberg, Inc | 24 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $5.66K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 21 | $5.40K | 0.00% | −31−59.6% | Reduced |
| USA Financial Portformulas Corp | 20 | $5.14K | 0.00% | −809−97.6% | Reduced |
| HighMark Wealth Management LLC | 20 | $5.14K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 19 | $4.88K | 0.41% | +5+35.7% | Added |
| Riggs Asset Managment Co. Inc. | 18 | $4.63K | 0.00% | −1−5.3% | Reduced |
| Lowe Wealth Advisors, LLC | 18 | $4.63K | 0.00% | 00.0% | Unchanged |