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; 2,492 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
- 2,630
- −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
- 1,241 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 99,425 | $25.6M | 1.21% | +8,254+9.1% | Added |
| NS Partners Ltd | 99,282 | $25.5M | 1.16% | +573+0.6% | Added |
| Berkley W R Corp | 99,200 | $25.5M | 1.43% | +99,200 | New |
| Greenleaf Trust | 98,998 | $25.5M | 0.24% | −220−0.2% | Reduced |
| Taurus Asset Management, LLC | 98,788 | $25.4M | 2.57% | +43,858+79.8% | Added |
| PEAK6 Investments LLC | 98,217 | $25.3M | 1.17% | +93,761+2,104.2% | Added |
| CapitalatWork S.A. | 97,950 | $25.2M | 0.84% | – | – |
| RDST Capital LLC | 97,770 | $25.1M | 6.61% | +2,140+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 97,764 | $25.1M | 1.20% | +4,427+4.7% | Added |
| Prudential PLC | 97,536 | $25.1M | 0.17% | +12,227+14.3% | Added |
| NorthCrest Asset Manangement, LLC | 97,418 | $25.0M | 0.83% | +11,568+13.5% | Added |
| Chilton Capital Management LLC | 97,101 | $25.0M | 1.12% | +1,000+1.0% | Added |
| Lido Advisors, LLC | 96,766 | $24.9M | 0.20% | +66,348+218.1% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 96,358 | $24.8M | 0.61% | −365,779−79.1% | Reduced |
| Pacer Advisors, Inc. | 96,205 | $24.7M | 0.06% | +12,193+14.5% | Added |
| Tran Capital Management, L.P. | 96,148 | $24.7M | 2.87% | +5,923+6.6% | Added |
| Fairview Capital Investment Management, LLC | 95,599 | $24.6M | 1.38% | +94,720+10,775.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 95,000 | $24.4M | 1.28% | −15,000−13.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,439 | $24.0M | 0.25% | +866+0.9% | Added |
| Boston Common Asset Management, LLC | 92,798 | $23.9M | 0.61% | +22,813+32.6% | Added |
| Baader Bank INC | 92,526 | $23.7M | 1.86% | −17,645−16.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 91,754 | $23.6M | 0.53% | +255+0.3% | Added |
| Boston Family Office LLC | 90,994 | $23.4M | 1.69% | −361−0.4% | Reduced |
| NewEdge Wealth, LLC | 90,602 | $23.3M | 0.50% | +15,434+20.5% | Added |
| EULAV Asset Management | 90,405 | $23.2M | 0.63% | −17,000−15.8% | Reduced |
| Nomura Holdings Inc | 90,300 | $23.2M | 0.15% | −10,138−10.1% | Reduced |
| Wealthfront Advisers LLC | 89,682 | $23.1M | 0.08% | −8,640−8.8% | Reduced |
| Liontrust Investment Partners LLP | 89,494 | $23.0M | 0.33% | +89,494 | New |
| Umb Bank N A | 89,426 | $23.0M | 0.38% | +65+0.1% | Added |
| Elo Mutual Pension Insurance Co | 89,005 | $22.9M | 0.54% | +557+0.6% | Added |
| Ethic Inc. | 88,425 | $22.7M | 0.53% | +4,842+5.8% | Added |
| Dana Investment Advisors, Inc. | 87,792 | $22.6M | 0.76% | −12,544−12.5% | Reduced |
| Achmea Investment Management B.V. | 87,120 | $22.4M | 0.40% | +1,863+2.2% | Added |
| La Financiere de L'Echiquier | 86,700 | $22.3M | 0.97% | +1,100+1.3% | Added |
| Winslow Capital Management, LLC | 86,536 | $22.2M | 0.08% | −2,316,242−96.4% | Reduced |
| Martingale Asset Management L P | 86,371 | $22.2M | 0.48% | −65,415−43.1% | Reduced |
| Flputnam Investment Management Co | 86,340 | $22.2M | 0.42% | +19,182+28.6% | Added |
| Community Trust & Investment Co | 86,164 | $22.2M | 1.51% | +6,131+7.7% | Added |
| Pittenger & Anderson Inc | 85,674 | $22.0M | 0.91% | +558+0.7% | Added |
| Immersion Capital LLP | 84,664 | $21.8M | 12.19% | −31,100−26.9% | Reduced |
| Oregon Public Employees Retirement Fund | 83,429 | $21.4M | 0.42% | +712+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 81,561 | $21.0M | 0.30% | +15,075+22.7% | Added |
| Omers Administration Corp | 81,154 | $20.9M | 0.20% | +31,491+63.4% | Added |
| Osborne Partners Capital Management, LLC | 81,045 | $20.8M | 1.25% | +40,056+97.7% | Added |
| Citizens Financial Group Inc | 81,002 | $20.8M | 0.46% | +59,032+268.7% | Added |
| Abner Herrman & Brock LLC | 80,672 | $20.7M | 2.63% | −504−0.6% | Reduced |
| Braun Stacey Associates Inc | 80,274 | $20.6M | 0.80% | −8,806−9.9% | Reduced |
| Gulf International Bank (UK) Ltd | 79,695 | $20.5M | 0.52% | −6,098−7.1% | Reduced |
| Group One Trading, L.P. | 79,671 | $20.5M | 0.65% | +56,964+250.9% | Added |
| Capital International Sarl | 79,618 | $20.5M | 0.62% | −30,969−28.0% | Reduced |
| Moran Wealth Management, LLC | 79,267 | $20.4M | 0.67% | +12,731+19.1% | Added |
| Factory Mutual Insurance Co | 79,000 | $20.3M | 0.23% | −21,800−21.6% | Reduced |
| Old National Bancorp | 78,746 | $20.2M | 0.48% | +521+0.7% | Added |
| Motley Fool Asset Management LLC | 78,967 | $20.2M | 1.34% | +7,785+10.9% | Added |
| Harvest Portfolios Group Inc. | 78,442 | $20.2M | 0.77% | +3,096+4.1% | Added |
| Davidson Investment Advisors | 78,321 | $20.1M | 1.04% | −22,674−22.5% | Reduced |
| Nixon Peabody Trust Co | 77,736 | $20.0M | 1.78% | −2,338−2.9% | Reduced |
| Long Path Partners LP | 76,894 | $19.8M | 7.84% | −3,135−3.9% | Reduced |
| Ithaka Group LLC | 76,711 | $19.7M | 3.64% | −2,253−2.9% | Reduced |
| Prio Wealth Limited Partnership | 76,207 | $19.6M | 0.58% | −13,662−15.2% | Reduced |
| MMBG Investment Advisors Co. | 76,204 | $19.6M | 2.10% | +162+0.2% | Added |
| Paragon Capital Management Ltd | 76,081 | $19.6M | 3.59% | 00.0% | Unchanged |
| JustInvest LLC | 77,714 | $19.5M | 0.37% | −1,651−2.1% | Reduced |
| Quattro Financial Advisors LLC | 75,000 | $19.3M | 5.04% | +25,000+50.0% | Added |
| Mizuho Securities USA LLC | 74,886 | $19.3M | 0.43% | +74,886 | New |
| Clearstead Advisors, LLC | 73,826 | $19.0M | 0.32% | +59,981+433.2% | Added |
| Columbus Hill Capital Management, L.P. | 73,759 | $19.0M | 3.89% | +34,435+87.6% | Added |
| Private Advisor Group, LLC | 73,332 | $18.9M | 0.13% | −1,138−1.5% | Reduced |
| Kentucky Retirement Systems | 73,190 | $18.8M | 0.55% | −323−0.4% | Reduced |
| Maryland State Retirement & Pension System | 73,185 | $18.8M | 0.35% | 00.0% | Unchanged |
| Ossiam | 72,668 | $18.7M | 0.35% | +50,422+226.7% | Added |
| Kadensa Capital Ltd | 72,554 | $18.7M | 4.40% | +8,460+13.2% | Added |
| Yarbrough Capital, LLC | 72,522 | $18.6M | 0.77% | 00.0% | Unchanged |
| CWM, LLC | 72,396 | $18.6M | 0.09% | +10,317+16.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 72,319 | $18.6M | 0.45% | −14,630−16.8% | Reduced |
| TCG Advisory Services, LLC | 72,304 | $18.6M | 0.90% | +238+0.3% | Added |
| Light Street Capital Management, LLC | 71,500 | $18.4M | 4.41% | +10,095+16.4% | Added |
| Kestra Private Wealth Services, LLC | 71,278 | $18.3M | 0.37% | +8,748+14.0% | Added |
| GWM Advisors LLC | 70,879 | $18.2M | 0.13% | −464−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 70,864 | $18.2M | 0.13% | +35,394+99.8% | Added |
| Quantinno Capital Management LP | 70,178 | $18.0M | 0.32% | +10,833+18.3% | Added |
| Daymark Wealth Partners, LLC | 174,684 | $18.0M | 0.83% | +3,456+2.0% | Added |
| Washington Trust Co | 70,020 | $18.0M | 0.66% | −1,911−2.7% | Reduced |
| Annex Advisory Services, LLC | 69,425 | $17.8M | 0.63% | −18,782−21.3% | Reduced |
| MBB Public Markets I LLC | 68,929 | $17.7M | 0.37% | +66,504+2,742.4% | Added |
| Walleye Capital LLC | 68,493 | $17.6M | 0.18% | −83,017−54.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $17.4M | 2.23% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 67,504 | $17.4M | 0.62% | +1,372+2.1% | Added |
| Parallel Advisors, LLC | 66,129 | $17.0M | 0.44% | +300+0.5% | Added |
| D.A. Davidson & Co. | 65,733 | $16.9M | 0.15% | +1,347+2.1% | Added |
| CCM Investment Advisers LLC | 65,170 | $16.8M | 1.97% | +572+0.9% | Added |
| Sora Investors LLC | 65,000 | $16.7M | 3.08% | +15,000+30.0% | Added |
| Lyell Wealth Management, LP | 64,280 | $16.5M | 1.58% | +4,110+6.8% | Added |
| First Long Island Investors, LLC | 63,981 | $16.4M | 1.39% | +315+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 63,645 | $16.4M | 1.49% | +33,093+108.3% | Added |
| Franklin Street Advisors Inc | 63,225 | $16.3M | 1.16% | −64,598−50.5% | Reduced |
| CTC LLC | 62,873 | $16.2M | 1.21% | +18,649+42.2% | Added |
| Adams Diversified Equity Fund, Inc. | 62,800 | $16.1M | 0.55% | −72,900−53.7% | Reduced |
| Grimes & Company, Inc. | 62,282 | $16.0M | 0.48% | +61,444+7,332.2% | Added |
| Hartford Investment Management Co | 62,227 | $16.0M | 0.55% | −338−0.5% | Reduced |