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 |
|---|---|---|---|---|---|
| Selkirk Management LLC | 27,000 | $6.94M | 3.25% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 26,981 | $6.94M | 2.48% | +8,981+49.9% | Added |
| Foundations Investment Advisors, LLC | 26,830 | $6.90M | 0.17% | +5,804+27.6% | Added |
| Selective Wealth Management, Inc. | 27,324 | $6.90M | 3.04% | −1,368−4.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 26,810 | $6.89M | 1.16% | +3,860+16.8% | Added |
| Dillon & Associates Inc | 26,748 | $6.87M | 1.01% | +1,283+5.0% | Added |
| Kornitzer Capital Management Inc | 26,735 | $6.87M | 0.13% | +1,422+5.6% | Added |
| Guinness Atkinson Asset Management Inc | 26,547 | $6.83M | 3.34% | −23−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 26,359 | $6.78M | 0.30% | +8,939+51.3% | Added |
| Concurrent Investment Advisors, LLC | 52,188 | $6.76M | 0.22% | +6,769+14.9% | Added |
| Neo Ivy Capital Management | 26,008 | $6.69M | 1.31% | +26,008 | New |
| Sigma Planning Corp | 25,992 | $6.68M | 0.21% | −2,233−7.9% | Reduced |
| Cohen Capital Management, Inc. | 25,901 | $6.66M | 1.15% | +1,110+4.5% | Added |
| FourThought Financial Partners, LLC | 25,857 | $6.65M | 0.86% | +1,955+8.2% | Added |
| First Nebraska Trust Co | 25,659 | $6.60M | 0.68% | −105−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,568 | $6.57M | 0.61% | +10,825+73.4% | Added |
| SP Asset Management LLC | 25,557 | $6.57M | 0.60% | +90+0.4% | Added |
| Spinnaker Trust | 25,555 | $6.57M | 0.42% | +277+1.1% | Added |
| Brighton Jones LLC | 25,525 | $6.56M | 0.22% | −1,804−6.6% | Reduced |
| ATOMVEST Ltd | 25,000 | $6.56M | 10.56% | +25,000 | New |
| Quintet Private Bank (Europe) S.A. | 22,181 | $6.54M | 0.38% | +443+2.0% | Added |
| Strategic Advisors LLC | 25,310 | $6.51M | 1.26% | −2,127−7.8% | Reduced |
| Arrow Financial Corp | 25,250 | $6.49M | 0.63% | +538+2.2% | Added |
| Bleakley Financial Group, LLC | 25,108 | $6.46M | 0.19% | +1,253+5.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,098 | $6.45M | 0.66% | −4,095−14.0% | Reduced |
| Webster Bank, N. A. | 25,049 | $6.44M | 0.71% | −604−2.4% | Reduced |
| Central Trust Co | 24,912 | $6.40M | 0.16% | −61−0.2% | Reduced |
| Argent Trust Co | 24,836 | $6.39M | 0.28% | +2,589+11.6% | Added |
| Concentric Capital Strategies, LP | 24,778 | $6.37M | 0.40% | −18,364−42.6% | Reduced |
| Johnson Investment Counsel Inc | 24,469 | $6.29M | 0.07% | −513−2.1% | Reduced |
| Thoroughbred Financial Services, LLC | 24,432 | $6.28M | 0.42% | +5,981+32.4% | Added |
| Apollon Wealth Management, LLC | 24,367 | $6.26M | 0.19% | +3,373+16.1% | Added |
| Knollwood Investment Advisory, LLC | 24,312 | $6.25M | 0.70% | −6,068−20.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 24,287 | $6.24M | 0.14% | −552−2.2% | Reduced |
| Asio Capital, LLC | 24,088 | $6.19M | 1.27% | +7,357+44.0% | Added |
| Codex Capital Asset Management L.L.C. | 24,000 | $6.17M | 2.82% | +24,000 | New |
| Ceera Investments, LLC | 23,978 | $6.16M | 2.61% | −235−1.0% | Reduced |
| Bank Hapoalim BM | 23,920 | $6.15M | 0.87% | +1,140+5.0% | Added |
| Evergreen Capital Management LLC | 23,900 | $6.14M | 0.22% | −2,171−8.3% | Reduced |
| Moore Capital Management, LP | 23,883 | $6.14M | 0.13% | −436,346−94.8% | Reduced |
| Boston Financial Mangement LLC | 23,855 | $6.13M | 0.20% | +703+3.0% | Added |
| Essex Investment Management Co LLC | 23,730 | $6.10M | 1.14% | −3,200−11.9% | Reduced |
| North Star Asset Management Inc | 23,512 | $6.04M | 0.29% | +22,553+2,351.7% | Added |
| Phoenix Holdings Ltd. | 23,870 | $6.04M | 0.09% | −17,299−42.0% | Reduced |
| KMG Fiduciary Partners, LLC | 23,401 | $6.02M | 0.59% | +1,465+6.7% | Added |
| Venture Visionary Partners LLC | 23,285 | $5.99M | 0.28% | +387+1.7% | Added |
| Generate Investment Management Ltd | 23,278 | $5.98M | 0.44% | −31,018−57.1% | Reduced |
| SFMG, LLC | 23,264 | $5.98M | 0.52% | +4,635+24.9% | Added |
| Consolidated Investment Group LLC | 23,200 | $5.96M | 0.92% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 23,195 | $5.96M | 0.93% | +723+3.2% | Added |
| Peloton Wealth Strategists | 23,132 | $5.95M | 2.45% | −615−2.6% | Reduced |
| Louisbourg Investments Inc. | 28,467 | $5.93M | 1.66% | +8,665+43.8% | Added |
| St Germain D J Co Inc | 23,019 | $5.92M | 0.29% | +1,733+8.1% | Added |
| Trifecta Capital Advisors, LLC | 22,992 | $5.91M | 1.31% | +493+2.2% | Added |
| Twin Capital Management Inc | 22,930 | $5.90M | 0.69% | +268+1.2% | Added |
| Van Strum & Towne Inc. | 22,903 | $5.89M | 2.14% | +40.0% | Added |
| Meridian Wealth Management, LLC | 22,879 | $5.88M | 0.70% | +22,879 | New |
| Plimoth Trust Co LLC | 22,842 | $5.87M | 1.57% | +699+3.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 22,825 | $5.87M | 0.29% | −663−2.8% | Reduced |
| Sowell Financial Services LLC | 22,808 | $5.86M | 0.28% | +1,780+8.5% | Added |
| Horizon Investments, LLC | 22,824 | $5.86M | 0.16% | +3,622+18.9% | Added |
| Strategic Blueprint, LLC | 22,667 | $5.83M | 0.40% | +312+1.4% | Added |
| Blue Zone Wealth Advisors, LLC | 22,563 | $5.80M | 2.00% | −2,166−8.8% | Reduced |
| Groupama Asset Managment | 22,540 | $5.80M | 0.12% | +2,236+11.0% | Added |
| AXS Investments LLC | 22,453 | $5.77M | 1.61% | −1,116−4.7% | Reduced |
| Stoneridge Investment Partners LLC | 22,429 | $5.77M | 2.18% | +13,464+150.2% | Added |
| Veriti Management LLC | 22,418 | $5.76M | 0.36% | +1,714+8.3% | Added |
| AMS Capital Ltda | 22,372 | $5.75M | 1.20% | +2,282+11.4% | Added |
| Allworth Financial LP | 23,160 | $5.74M | 0.04% | +3,131+15.6% | Added |
| Vision Capital Management, Inc. | 22,214 | $5.71M | 0.85% | +1,767+8.6% | Added |
| Golden State Equity Partners | 22,138 | $5.69M | 1.19% | +22,138 | New |
| Atlantic Union Bankshares Corp | 22,071 | $5.67M | 0.35% | +13,003+143.4% | Added |
| AIA Group Ltd | 22,066 | $5.67M | 0.17% | −5,847−20.9% | Reduced |
| Siemens Fonds Invest GmbH | 22,065 | $5.67M | 0.42% | −82−0.4% | Reduced |
| Fragasso Group Inc. | 21,994 | $5.65M | 0.47% | −2,054−8.5% | Reduced |
| M. Kulyk & Associates, LLC | 21,932 | $5.64M | 1.31% | +2,516+13.0% | Added |
| Alight Capital Management LP | 21,914 | $5.63M | 1.39% | +1,914+9.6% | Added |
| Longbow Finance SA | 21,897 | $5.63M | 0.58% | −1,186−5.1% | Reduced |
| Jefferies Financial Group Inc. | 21,895 | $5.63M | 0.11% | +19,138+694.2% | Added |
| Atom Investors LP | 21,840 | $5.62M | 0.56% | +1,415+6.9% | Added |
| Conning Inc. | 21,753 | $5.59M | 0.20% | +15,824+266.9% | Added |
| Iowa State Bank | 21,656 | $5.57M | 1.23% | +2,040+10.4% | Added |
| Wahed Invest LLC | 21,635 | $5.56M | 1.12% | +2,995+16.1% | Added |
| Trust Co of Kansas | 21,599 | $5.55M | 2.90% | +702+3.4% | Added |
| Meridian Management Co | 21,596 | $5.55M | 1.52% | +5,005+30.2% | Added |
| Roanoke Asset Management Corp | 21,585 | $5.55M | 1.83% | −50.0% | Reduced |
| Pioneer Trust Bank N A | 21,585 | $5.55M | 1.50% | +680+3.3% | Added |
| Clark Capital Management Group, Inc. | 21,566 | $5.54M | 0.04% | +4,691+27.8% | Added |
| Dynamic Advisor Solutions LLC | 21,548 | $5.54M | 0.17% | +898+4.3% | Added |
| Strategic Financial Concepts, LLC | 149,213 | $5.52M | 0.02% | +149,213 | New |
| Hyman Charles D | 21,379 | $5.50M | 0.31% | −100−0.5% | Reduced |
| Meritage Portfolio Management | 21,345 | $5.49M | 0.35% | +52+0.2% | Added |
| Brown Brothers Harriman & Co | 21,263 | $5.47M | 0.04% | +1,120+5.6% | Added |
| RB Capital Management, LLC | 21,225 | $5.46M | 1.39% | −12−0.1% | Reduced |
| Cullinan Associates Inc | 21,222 | $5.46M | 0.31% | +3,775+21.6% | Added |
| Hillman Capital Management, Inc. | 21,193 | $5.45M | 1.92% | −5,696−21.2% | Reduced |
| HighVista Strategies LLC | 21,185 | $5.45M | 1.99% | +8,506+67.1% | Added |
| Modera Wealth Management, LLC | 21,033 | $5.41M | 0.08% | +8,040+61.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,011 | $5.40M | 2.05% | −1,365−6.1% | Reduced |
| Once Capital Management, LLC | 20,800 | $5.35M | 2.65% | 00.0% | Unchanged |