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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 17 | $4.37K | 0.00% | +4+30.8% | Added |
| WFA of San Diego, LLC | 17 | $4.37K | 0.00% | +17 | New |
| Centerpoint Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 15 | $3.77K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 14 | $3.60K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $3.59K | 0.00% | −27−65.9% | Reduced |
| Delos Wealth Advisors, LLC | 13 | $3.34K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 13 | $3.34K | 0.00% | +7+116.7% | Added |
| Salomon & Ludwin, LLC | 12 | $3.08K | 0.00% | −53−81.5% | Reduced |
| Anfield Capital Management, LLC | 12 | $3.08K | 0.00% | −13−52.0% | Reduced |
| Keener Financial Planning LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 11 | $2.83K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 10 | $2.57K | 0.00% | −3−23.1% | Reduced |
| Cypress Capital, LLC | 10 | $2.57K | 0.00% | +10 | New |
| TD Capital Management LLC | 9 | $2.32K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 8 | $2.06K | 0.00% | +8 | New |
| Mendota Financial Group, LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.54K | 0.00% | +6 | New |
| Perritt Capital Management Inc | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 5 | $1.29K | 0.00% | +5 | New |
| New Millennium Group LLC | 4 | $1.08K | 0.00% | −6,413−99.9% | Reduced |
| Scarborough Advisors, LLC | 3 | $771 | 0.00% | −7−70.0% | Reduced |
| Princeton Global Asset Management LLC | 3 | $771 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 3 | $771 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $31 | 0.00% | 0 | Unchanged |
| GFS Advisors, LLC | 300 | – | – | −501−62.5% | Reduced |
| GQG Partners LLC | 0 | $0 | 0.00% | −3,022,178−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −2,400,267−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −950,736−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −609,305−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −449,295−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −441,808−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −438,294−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −390,759−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −364,857−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −352,000−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −344,000−100.0% | Sold out |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −335,300−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −316,010−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −311,442−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −292,608−100.0% | Sold out |
| SurgoCap Partners LP | 0 | $0 | 0.00% | −267,397−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −238,972−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −204,643−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −200,111−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −192,485−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −188,200−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −176,631−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −176,129−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −167,371−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −163,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −142,164−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −129,892−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,392−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −104,650−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −104,157−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −94,037−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −83,303−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −81,509−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −81,500−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −67,518−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −58,670−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −55,050−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −47,869−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −45,150−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −43,441−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −40,694−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −39,042−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −38,597−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −38,350−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Barrier Capital Management, LLC | 0 | $0 | 0.00% | −31,267−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −28,055−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −27,779−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −25,757−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −24,625−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −23,460−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −22,282−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −21,929−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −21,602−100.0% | Sold out |
| Palo DS Manager LLC | 0 | $0 | 0.00% | −21,486−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,297−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −20,522−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −19,731−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,117−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −18,945−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −20,011−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −18,385−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −17,897−100.0% | Sold out |
| Mirabaud Asset Management Ltd | 0 | $0 | 0.00% | −17,596−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −15,797−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,255−100.0% | Sold out |