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 |
|---|---|---|---|---|---|
| Fulton Breakefield Broenniman LLC | 62,182 | $16.0M | 1.18% | +252+0.4% | Added |
| Talbot Financial, LLC | 61,607 | $15.8M | 2.08% | +2,116+3.6% | Added |
| Sit Investment Associates Inc | 61,273 | $15.8M | 0.36% | +813+1.3% | Added |
| Walleye Trading LLC | 60,870 | $15.6M | 0.31% | +60,870 | New |
| Envestnet Portfolio Solutions, Inc. | 60,700 | $15.6M | 0.05% | +4,881+8.7% | Added |
| Beacon Pointe Advisors, LLC | 60,133 | $15.5M | 0.18% | −1,284−2.1% | Reduced |
| Middleton & Co Inc | 60,021 | $15.4M | 1.79% | −1,179−1.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 59,238 | $15.2M | 0.39% | +10,811+22.3% | Added |
| Banque Cantonale Vaudoise | 58,373 | $15.0M | 0.60% | +5,868+11.2% | Added |
| Great Valley Advisor Group, Inc. | 58,277 | $15.0M | 0.42% | +7,488+14.7% | Added |
| Cidel Asset Management Inc | 57,667 | $14.8M | 1.15% | −5,577−8.8% | Reduced |
| Empowered Funds, LLC | 57,158 | $14.7M | 0.25% | +36,592+177.9% | Added |
| Capital International Ltd | 57,041 | $14.7M | 0.68% | −31,470−35.6% | Reduced |
| La Banque Postale Asset Management SA | 57,020 | $14.7M | 0.60% | −19,044−25.0% | Reduced |
| Metis Global Partners, LLC | 56,877 | $14.6M | 0.50% | +1,911+3.5% | Added |
| DuPont Capital Management Corp | 56,828 | $14.6M | 1.27% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 56,604 | $14.5M | 0.13% | +246+0.4% | Added |
| Bessemer Group Inc | 56,348 | $14.5M | 0.03% | +1,587+2.9% | Added |
| WoodTrust Financial Corp | 56,301 | $14.5M | 2.25% | +39+0.1% | Added |
| Makena Capital Management LLC | 56,106 | $14.4M | 3.34% | +11,874+26.8% | Added |
| Cornerstone Capital, Inc. | 55,954 | $14.4M | 1.45% | +4,335+8.4% | Added |
| Securian Asset Management, Inc | 55,848 | $14.4M | 0.42% | −1,167−2.0% | Reduced |
| Strategic Wealth Designers | 55,941 | $14.3M | 1.81% | +55,941 | New |
| Tower Research Capital LLC (TRC) | 55,548 | $14.3M | 0.24% | −28,515−33.9% | Reduced |
| First Financial Bankshares Inc | 55,384 | $14.2M | 0.33% | +167+0.3% | Added |
| GDS Wealth Management | 55,378 | $14.2M | 1.56% | +3,940+7.7% | Added |
| Dash Acquisitions Inc. | 56,317 | $14.1M | 3.87% | +5,586+11.0% | Added |
| Louisiana State Employees Retirement System | 55,000 | $14.1M | 0.27% | −1,300−2.3% | Reduced |
| Synovus Financial Corp | 54,302 | $14.0M | 0.18% | +1,487+2.8% | Added |
| Eastern Bank | 54,287 | $14.0M | 0.56% | +523+1.0% | Added |
| Edentree Asset Management Ltd | 54,205 | $13.9M | 4.42% | +13,010+31.6% | Added |
| Jasper Ridge Partners, L.P. | 54,175 | $13.9M | 0.45% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 54,153 | $13.9M | 0.25% | +14,239+35.7% | Added |
| One Capital Management, LLC | 54,101 | $13.9M | 0.47% | +6,181+12.9% | Added |
| Anchor Capital Advisors LLC | 53,790 | $13.8M | 0.39% | −130.0% | Reduced |
| Eagle Asset Management Inc | 53,755 | $13.8M | 0.07% | +7,087+15.2% | Added |
| Resources Investment Advisors, LLC. | 53,495 | $13.8M | 0.17% | +6,231+13.2% | Added |
| Mill Capital Management, LLC | 52,829 | $13.6M | 1.12% | +2,656+5.3% | Added |
| Shufro Rose & Co LLC | 52,729 | $13.6M | 1.11% | +22,007+71.6% | Added |
| Marco Investment Management LLC | 52,598 | $13.5M | 1.25% | +2,304+4.6% | Added |
| Leonteq Securities AG | 52,317 | $13.5M | 1.88% | +44,500+569.3% | Added |
| Gotham Asset Management, LLC | 51,695 | $13.3M | 0.17% | −10,335−16.7% | Reduced |
| Atria Wealth Solutions, Inc. | 51,694 | $13.3M | 0.15% | −1,827−3.4% | Reduced |
| Congress Wealth Management LLC | 51,513 | $13.2M | 0.21% | +2,905+6.0% | Added |
| Captrust Financial Advisors | 51,487 | $13.2M | 0.04% | −556−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 51,098 | $13.1M | 0.19% | −9,438−15.6% | Reduced |
| Balyasny Asset Management LLC | 50,976 | $13.1M | 0.03% | −136,743−72.8% | Reduced |
| Neville Rodie & Shaw Inc | 50,941 | $13.1M | 0.99% | −930−1.8% | Reduced |
| Prospera Financial Services Inc | 50,744 | $13.0M | 0.36% | +12,030+31.1% | Added |
| Brookstone Capital Management | 51,873 | $13.0M | 0.22% | +12,785+32.7% | Added |
| Ardmore Road Asset Management LP | 50,000 | $12.9M | 1.98% | +50,000 | New |
| Allianz SE | 49,458 | $12.7M | 0.37% | −3,999−7.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,435 | $12.7M | 1.06% | +5,737+13.1% | Added |
| Raymond James Trust N.A. | 49,194 | $12.6M | 0.30% | −62−0.1% | Reduced |
| New Mexico Educational Retirement Board | 48,986 | $12.6M | 0.44% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 48,516 | $12.5M | 0.19% | +1,290+2.7% | Added |
| Trajan Wealth LLC | 48,383 | $12.4M | 0.80% | +3,882+8.7% | Added |
| Advisory Services Network, LLC | 48,228 | $12.4M | 0.26% | +791+1.7% | Added |
| Cornerstone Advisors, LLC | 48,000 | $12.3M | 0.50% | −1,300−2.6% | Reduced |
| Perigon Wealth Management, LLC | 47,965 | $12.3M | 0.36% | −2,683−5.3% | Reduced |
| Stonebridge Capital Advisors LLC | 47,888 | $12.3M | 1.08% | +5,288+12.4% | Added |
| Chesley Taft & Associates LLC | 47,763 | $12.3M | 0.62% | −716−1.5% | Reduced |
| Buckingham Capital Management, Inc. | 47,543 | $12.2M | 1.46% | −531−1.1% | Reduced |
| Edge Wealth Management LLC | 47,535 | $12.2M | 2.57% | −391−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 47,289 | $12.2M | 0.34% | +439+0.9% | Added |
| Bogart Wealth, LLC | 46,009 | $11.8M | 0.60% | +8,895+24.0% | Added |
| RSM US Wealth Management LLC | 45,969 | $11.8M | 0.20% | +21,847+90.6% | Added |
| Bokf, NA | 45,603 | $11.7M | 0.21% | +21,060+85.8% | Added |
| Equitable Trust Co | 45,529 | $11.7M | 0.81% | +12,984+39.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,424 | $11.7M | 0.39% | −16,410−26.5% | Reduced |
| Rothschild Investment LLC | 44,946 | $11.6M | 0.80% | +240+0.5% | Added |
| Maxi Investments CY Ltd | 44,927 | $11.6M | 2.60% | +12,438+38.3% | Added |
| LVM Capital Management Ltd | 44,758 | $11.5M | 1.31% | +980+2.2% | Added |
| Norinchukin Bank, The | 44,578 | $11.5M | 0.33% | +783+1.8% | Added |
| Baker Avenue Asset Management, LP | 44,450 | $11.4M | 0.39% | −231−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 44,342 | $11.4M | 0.74% | +3,786+9.3% | Added |
| Grafton Street Partners Fund, LP | 44,095 | $11.3M | 9.50% | +4,595+11.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 43,973 | $11.3M | 3.03% | −100−0.2% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $11.2M | 3.97% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 43,445 | $11.2M | 2.32% | +587+1.4% | Added |
| Exchange Capital Management, Inc. | 43,191 | $11.1M | 1.81% | −1,888−4.2% | Reduced |
| Amica Mutual Insurance Co | 43,038 | $11.1M | 1.10% | −9,835−18.6% | Reduced |
| Tairen Capital Ltd | 43,000 | $11.1M | 0.40% | +43,000 | New |
| Azimuth Capital Investment Management LLC | 42,842 | $11.0M | 0.45% | −20,621−32.5% | Reduced |
| CFM Wealth Partners LLC | 42,543 | $10.9M | 2.01% | −27−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 42,148 | $10.8M | 0.19% | −4,453−9.6% | Reduced |
| Exencial Wealth Advisors, LLC | 41,976 | $10.8M | 0.41% | +36,895+726.1% | Added |
| Oppenheimer & Co Inc | 41,817 | $10.8M | 0.17% | −1,664−3.8% | Reduced |
| Profund Advisors LLC | 41,754 | $10.7M | 0.40% | +2,053+5.2% | Added |
| MAI Capital Management | 41,532 | $10.7M | 0.11% | +2,221+5.6% | Added |
| Abbrea Capital, LLC | 41,400 | $10.6M | 1.41% | −4,908−10.6% | Reduced |
| Bryn Mawr Trust Co | 40,791 | $10.5M | 0.40% | −278−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $10.5M | 0.94% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 41,396 | $10.5M | 0.07% | +15,328+58.8% | Added |
| Means Investment Co., Inc. | 40,702 | $10.5M | 1.25% | +1,700+4.4% | Added |
| Quest Investment Management LLC | 40,514 | $10.4M | 1.15% | −12,927−24.2% | Reduced |
| Fiduciary Trust Co | 40,493 | $10.4M | 0.16% | −1,098−2.6% | Reduced |
| Hamilton Capital Partners Inc. | 40,453 | $10.4M | 1.11% | +3,692+10.0% | Added |
| Sienna Gestion | 40,443 | $10.4M | 0.92% | −50−0.1% | Reduced |
| Motco | 40,358 | $10.4M | 0.61% | +1,236+3.2% | Added |