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 |
|---|---|---|---|---|---|
| Dnca Finance | 40,000 | $10.3M | 0.88% | +40,000 | New |
| Sand Hill Global Advisors, LLC | 39,951 | $10.3M | 0.47% | +3,162+8.6% | Added |
| McRae Capital Management Inc | 39,652 | $10.2M | 2.32% | +11,905+42.9% | Added |
| Stratos Wealth Partners, LTD. | 39,619 | $10.2M | 0.16% | −2,232−5.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 39,602 | $10.2M | 1.44% | −442−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 39,574 | $10.2M | 0.79% | −6,215−13.6% | Reduced |
| Summit Trail Advisors, LLC | 39,545 | $10.2M | 0.27% | −3,639−8.4% | Reduced |
| Sandy Spring Bank | 39,458 | $10.1M | 0.45% | +169+0.4% | Added |
| PGGM Investments | 39,402 | $10.1M | 0.15% | −2,971−7.0% | Reduced |
| Philadelphia Trust Co | 39,216 | $10.1M | 0.78% | +4,387+12.6% | Added |
| NFJ Investment Group, LLC | 39,054 | $10.0M | 0.31% | +16,866+76.0% | Added |
| Moors & Cabot, Inc. | 38,924 | $10.0M | 0.53% | +572+1.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 38,372 | $9.87M | 2.97% | +38,372 | New |
| Glenview Trust Co | 37,966 | $9.76M | 0.20% | +33,307+714.9% | Added |
| Girard Partners Ltd. | 37,597 | $9.67M | 0.91% | +710+1.9% | Added |
| Shelton Capital Management | 37,557 | $9.66M | 0.26% | +200+0.5% | Added |
| Great Lakes Advisors, LLC | 37,167 | $9.56M | 0.08% | −15,393−29.3% | Reduced |
| Trust Co of Vermont | 37,123 | $9.54M | 0.52% | +1,087+3.0% | Added |
| Forbes J M & Co LLP | 36,767 | $9.45M | 0.97% | +443+1.2% | Added |
| RPG Investment Advisory, LLC | 36,761 | $9.45M | 1.40% | +169+0.5% | Added |
| Vinva Investment Management Ltd | 37,239 | $9.42M | 0.48% | +510+1.4% | Added |
| Kinneret Advisory, LLC | 36,621 | $9.42M | 0.90% | −1,248−3.3% | Reduced |
| Northstar Asset Management Inc | 36,612 | $9.41M | 2.40% | −388−1.0% | Reduced |
| Silicon Valley Capital Partners | 36,393 | $9.36M | 1.29% | +7,815+27.3% | Added |
| Marks Group Wealth Management, Inc | 36,263 | $9.32M | 0.98% | +768+2.2% | Added |
| Copeland Capital Management, LLC | 36,115 | $9.29M | 0.17% | +36,115 | New |
| Spire Wealth Management | 35,965 | $9.24M | 0.33% | −4,450−11.0% | Reduced |
| Partners Capital Investment Group, LLP | 36,087 | $9.20M | 0.16% | +15,435+74.7% | Added |
| Principal Securities, Inc. | 35,748 | $9.19M | 0.25% | +13,831+63.1% | Added |
| BLB&B Advisors, LLC | 35,679 | $9.17M | 0.50% | +33,578+1,598.2% | Added |
| Pallas Capital Advisors LLC | 37,033 | $9.16M | 0.41% | +214+0.6% | Added |
| LGT Fund Management Co Ltd. | 35,587 | $9.15M | 1.14% | +27,037+316.2% | Added |
| Snowden Capital Advisors LLC | 35,523 | $9.13M | 0.27% | −303−0.8% | Reduced |
| Roffman Miller Associates Inc | 35,468 | $9.12M | 0.60% | +960+2.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 35,315 | $9.08M | 1.08% | −5,050−12.5% | Reduced |
| Capstone Investment Advisors, LLC | 35,159 | $9.04M | 0.20% | +29,361+506.4% | Added |
| Meyer Handelman Co | 35,091 | $9.02M | 0.32% | +46+0.1% | Added |
| Stratos Wealth Advisors, LLC | 34,905 | $8.97M | 0.44% | +1,527+4.6% | Added |
| NEOS Investment Management LLC | 34,858 | $8.96M | 0.37% | +10,956+45.8% | Added |
| Nemes Rush Group LLC | 34,815 | $8.95M | 1.23% | +468+1.4% | Added |
| Investment Management Corp of Ontario | 34,748 | $8.93M | 0.24% | +6,000+20.9% | Added |
| CSM Advisors, LLC | 34,555 | $8.89M | 0.63% | −815−2.3% | Reduced |
| Channing Capital Management, LLC | 34,376 | $8.84M | 0.24% | +5,208+17.9% | Added |
| Arkadios Wealth Advisors | 34,240 | $8.80M | 0.59% | +2,272+7.1% | Added |
| Thames Capital Management LLC | 34,055 | $8.76M | 3.43% | −9,503−21.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,022 | $8.75M | 1.00% | +125+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 33,727 | $8.67M | 0.91% | +12,876+61.8% | Added |
| Two Sigma Advisers, LP | 33,600 | $8.64M | 0.02% | −8,200−19.6% | Reduced |
| Sphera Funds Management Ltd. | 33,600 | $8.64M | 1.41% | +33,600 | New |
| Sierra Summit Advisors LLC | 33,578 | $8.63M | 2.14% | +4,779+16.6% | Added |
| CAPROCK Group, Inc. | 33,571 | $8.63M | 0.35% | +14,891+79.7% | Added |
| Novare Capital Management LLC | 33,315 | $8.57M | 0.77% | −771−2.3% | Reduced |
| Grassi Investment Management | 33,163 | $8.53M | 0.76% | −450−1.3% | Reduced |
| Wedbush Securities Inc | 33,046 | $8.50M | 0.30% | +455+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 33,015 | $8.49M | 0.34% | +156+0.5% | Added |
| Independent Advisor Alliance | 32,996 | $8.48M | 0.29% | +476+1.5% | Added |
| Simmons Bank | 32,965 | $8.48M | 0.64% | +1,215+3.8% | Added |
| Keybank National Association | 32,875 | $8.45M | 0.03% | +558+1.7% | Added |
| CMH Wealth Management LLC | 32,601 | $8.38M | 2.06% | +737+2.3% | Added |
| Empirical Finance, LLC | 32,446 | $8.34M | 0.52% | −2,186−6.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 32,338 | $8.28M | 0.65% | +32,338 | New |
| SpiderRock Advisors, LLC | 31,592 | $8.12M | 0.21% | −7,600−19.4% | Reduced |
| Chartwell Investment Partners, LLC | 31,533 | $8.11M | 0.28% | +6,451+25.7% | Added |
| Pinnacle Associates Ltd | 31,332 | $8.06M | 0.13% | −532−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,327 | $8.05M | 0.55% | −618−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 77,561 | $8.04M | 0.25% | +5,467+7.6% | Added |
| Beacon Investment Advisory Services, Inc. | 31,206 | $8.02M | 0.34% | −1,579−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 31,172 | $8.01M | 0.59% | +1,131+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,909 | $7.95M | 0.21% | +193+0.6% | Added |
| First National Trust Co | 30,815 | $7.92M | 0.33% | −1,099−3.4% | Reduced |
| Lockheed Martin Investment Management Co | 30,520 | $7.85M | 0.45% | +9,210+43.2% | Added |
| Everence Capital Management Inc | 29,160 | $7.84M | 0.54% | 00.0% | Unchanged |
| Zacks Investment Management | 30,429 | $7.82M | 0.09% | +3,400+12.6% | Added |
| EP Wealth Advisors, LLC | 30,031 | $7.72M | 0.08% | +3,580+13.5% | Added |
| Noked Israel Ltd | 30,000 | $7.71M | 2.13% | −53,000−63.9% | Reduced |
| Park Avenue Securities LLC | 29,740 | $7.65M | 0.09% | +1,746+6.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 29,555 | $7.60M | 0.44% | +1,770+6.4% | Added |
| Level Four Advisory Services, LLC | 29,532 | $7.59M | 0.34% | −5,495−15.7% | Reduced |
| Burney Co | 29,482 | $7.58M | 0.29% | −341−1.1% | Reduced |
| Wormser Freres Gestion | 28,460 | $7.56M | 4.93% | +1,123+4.1% | Added |
| CMT Capital Markets Trading GmbH | 29,250 | $7.52M | 2.14% | +27,613+1,686.8% | Added |
| Plato Investment Management Ltd | 29,180 | $7.50M | 0.70% | +2,045+7.5% | Added |
| Highland Capital Management, LLC | 29,092 | $7.48M | 0.44% | −848−2.8% | Reduced |
| Vestcor Inc | 28,936 | $7.44M | 0.25% | −1,784−5.8% | Reduced |
| Simplicity Wealth,LLC | 28,588 | $7.35M | 0.17% | +1,141+4.2% | Added |
| National Asset Management, Inc. | 28,582 | $7.35M | 0.19% | +2,239+8.5% | Added |
| HighPoint Advisor Group LLC | 28,340 | $7.31M | 0.44% | +9,775+52.7% | Added |
| Bank of Nova Scotia Trust Co | 28,420 | $7.31M | 0.82% | +3,592+14.5% | Added |
| BDF-Gestion | 28,403 | $7.30M | 0.70% | +28,403 | New |
| Cohen Klingenstein LLC | 28,300 | $7.28M | 0.26% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 28,158 | $7.24M | 3.04% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28,128 | $7.23M | 0.74% | −309−1.1% | Reduced |
| Callahan Advisors, LLC | 28,080 | $7.22M | 0.75% | +4,538+19.3% | Added |
| Hudson Valley Investment Advisors Inc | 27,449 | $7.16M | 0.93% | +79+0.3% | Added |
| Massmutual Trust Co FSB | 27,823 | $7.15M | 0.22% | +2,915+11.7% | Added |
| Portside Wealth Group, LLC | 27,696 | $7.12M | 1.36% | −967−3.4% | Reduced |
| United Services Automobile Association | 27,674 | $7.11M | 0.18% | −1,412−4.9% | Reduced |
| Wetherby Asset Management Inc | 27,539 | $7.08M | 0.33% | +355+1.3% | Added |
| Fundamentun, LLC | 27,404 | $7.05M | 0.58% | +1,642+6.4% | Added |
| Evercore Wealth Management, LLC | 27,137 | $6.98M | 0.11% | +145+0.5% | Added |