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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 20,766 | $5.34M | 0.07% | −2,325−10.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,674 | $5.32M | 1.93% | +234+1.1% | Added |
| Checchi Capital Advisers, LLC | 20,649 | $5.31M | 0.42% | −1,181−5.4% | Reduced |
| Greater Midwest Financial Group, LLC | 20,768 | $5.30M | 3.36% | +845+4.2% | Added |
| LM Advisors LLC | 20,614 | $5.30M | 0.01% | −3,476−14.4% | Reduced |
| Eastover Investment Advisors LLC | 20,674 | $5.30M | 2.53% | +663+3.3% | Added |
| Mirabaud & Cie SA | 20,435 | $5.25M | 1.78% | +2,501+13.9% | Added |
| Y.D. More Investments Ltd | 20,405 | $5.25M | 0.54% | −4,546−18.2% | Reduced |
| Bridge Creek Capital Management LLC | 20,400 | $5.24M | 1.69% | +26+0.1% | Added |
| Bailard, Inc. | 20,380 | $5.24M | 0.14% | +310+1.5% | Added |
| Bulltick Wealth Management, LLC | 20,207 | $5.20M | 1.46% | +12,434+160.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.17M | 1.80% | 00.0% | Unchanged |
| Clean Yield Group | 20,114 | $5.17M | 1.93% | +19,653+4,263.1% | Added |
| Axxcess Wealth Management, LLC | 20,091 | $5.17M | 0.14% | +6,137+44.0% | Added |
| Petredis Investment Advisors LLC | 20,078 | $5.16M | 0.58% | −31−0.2% | Reduced |
| Renaissance Investment Group LLC | 20,437 | $5.16M | 1.12% | +3,954+24.0% | Added |
| J. Safra Sarasin Holding AG | 20,062 | $5.16M | 0.09% | +20,062 | New |
| Miracle Mile Advisors, LLC | 20,040 | $5.15M | 0.13% | +1,094+5.8% | Added |
| UBS Oconnor LLC | 20,000 | $5.14M | 0.15% | +5,000+33.3% | Added |
| Verition Fund Management LLC | 19,594 | $5.04M | 0.04% | −187,479−90.5% | Reduced |
| SeaBridge Investment Advisors LLC | 19,569 | $5.03M | 1.30% | +1,306+7.2% | Added |
| Ascent Group, LLC | 19,556 | $5.03M | 0.41% | +2,581+15.2% | Added |
| V-Square Quantitative Management LLC | 19,514 | $5.02M | 0.81% | −891−4.4% | Reduced |
| Gladstone Institutional Advisory LLC | 19,490 | $5.01M | 0.26% | +741+4.0% | Added |
| Bouvel Investment Partners, LLC | 19,426 | $4.99M | 1.93% | −69−0.4% | Reduced |
| Advisors Asset Management, Inc. | 19,418 | $4.99M | 0.10% | +3,191+19.7% | Added |
| Meridian Wealth Advisors, LLC | 19,369 | $4.98M | 0.89% | +150+0.8% | Added |
| Equitable Holdings, Inc. | 19,364 | $4.98M | 0.05% | +3,100+19.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,357 | $4.97M | 0.21% | −154−0.8% | Reduced |
| Univest Financial Corp | 19,194 | $4.93M | 1.37% | −143−0.7% | Reduced |
| Elite Wealth Management, Inc. | 19,157 | $4.93M | 1.08% | −545−2.8% | Reduced |
| Summit Financial, LLC | 19,090 | $4.91M | 0.22% | +10,515+122.6% | Added |
| NorthRock Partners, LLC | 19,024 | $4.89M | 0.18% | −404−2.1% | Reduced |
| Cullen Investment Group, Ltd. | 18,998 | $4.88M | 0.78% | −1,017−5.1% | Reduced |
| Peapack Gladstone Financial Corp | 18,970 | $4.88M | 0.07% | −284−1.5% | Reduced |
| Sendero Wealth Management, LLC | 18,929 | $4.87M | 0.82% | +7,286+62.6% | Added |
| Sawyer & Company, Inc | 18,815 | $4.84M | 1.92% | +30+0.2% | Added |
| We Are One Seven, LLC | 18,813 | $4.84M | 0.23% | +6,675+55.0% | Added |
| HBW Advisory Services LLC | 18,670 | $4.80M | 0.80% | −1,441−7.2% | Reduced |
| First Horizon Advisors, Inc. | 18,649 | $4.79M | 0.15% | −119−0.6% | Reduced |
| HB Wealth Management, LLC | 18,639 | $4.79M | 0.06% | −35−0.2% | Reduced |
| Bray Capital Advisors | 18,441 | $4.74M | 1.19% | −160−0.9% | Reduced |
| Diversify Wealth Management, LLC | 19,833 | $4.74M | 0.59% | +19,833 | New |
| YHB Investment Advisors, Inc. | 18,422 | $4.74M | 0.41% | +1,132+6.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,358 | $4.72M | 2.20% | +155+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,356 | $4.72M | 0.19% | +1,937+11.8% | Added |
| Caldwell Trust Co | 18,352 | $4.72M | 0.52% | −981−5.1% | Reduced |
| Hills Bank & Trust Co | 18,345 | $4.72M | 0.38% | +1,950+11.9% | Added |
| Woodmont Investment Counsel LLC | 18,257 | $4.69M | 0.38% | +361+2.0% | Added |
| Linden Thomas Advisory Services, LLC | 18,233 | $4.69M | 0.72% | −3,745−17.0% | Reduced |
| Mission Wealth Management, LP | 18,217 | $4.68M | 0.13% | −3,865−17.5% | Reduced |
| Garde Capital, Inc. | 18,206 | $4.68M | 0.33% | −994−5.2% | Reduced |
| Ostrum Asset Management | 18,184 | $4.68M | 0.41% | −7,123−28.1% | Reduced |
| Signaturefd, LLC | 18,028 | $4.63M | 0.09% | −957−5.0% | Reduced |
| Gifford Fong Associates | 18,009 | $4.63M | 1.23% | 00.0% | Unchanged |
| Ally Financial Inc. | 18,000 | $4.63M | 0.57% | +10,320+134.4% | Added |
| Brady Family Wealth, LLC | 17,957 | $4.62M | 1.49% | +822+4.8% | Added |
| Harbour Capital Advisors, LLC | 17,916 | $4.59M | 1.09% | −119−0.7% | Reduced |
| Red Door Wealth Management, LLC | 17,652 | $4.54M | 0.80% | +2,048+13.1% | Added |
| Harbor Capital Advisors, Inc. | 17,570 | $4.52M | 0.34% | +892+5.3% | Added |
| Independent Financial Group, LLC | 17,543 | $4.51M | 0.18% | −841−4.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,521 | $4.50M | 1.03% | +2,950+20.2% | Added |
| Oak Associates, Ltd | 17,445 | $4.49M | 0.30% | −765−4.2% | Reduced |
| NewSquare Capital LLC | 17,408 | $4.48M | 0.39% | +1,588+10.0% | Added |
| BNC Wealth Management, LLC | 17,374 | $4.47M | 1.66% | +2,701+18.4% | Added |
| Dorsey & Whitney Trust CO LLC | 17,266 | $4.44M | 0.31% | −2,267−11.6% | Reduced |
| Gateway Advisory, LLC | 17,127 | $4.40M | 0.75% | +532+3.2% | Added |
| CenterBook Partners LP | 17,029 | $4.38M | 0.27% | +3,547+26.3% | Added |
| Ardsley Advisory Partners LP | 17,000 | $4.37M | 0.79% | −4,800−22.0% | Reduced |
| South State Corp. | 16,995 | $4.37M | 0.32% | −391−2.2% | Reduced |
| Hudson Capital Management LLC | 16,979 | $4.37M | 1.47% | +2,186+14.8% | Added |
| Cabot Wealth Management Inc | 16,930 | $4.35M | 0.57% | −316−1.8% | Reduced |
| FRG Family Wealth Advisors LLC | 18,222 | $4.34M | 0.84% | −275−1.5% | Reduced |
| Parsons Capital Management Inc | 16,864 | $4.34M | 0.30% | −1,724−9.3% | Reduced |
| First Interstate Bank | 16,863 | $4.34M | 0.29% | −152−0.9% | Reduced |
| Boston Private Wealth LLC | 16,834 | $4.33M | 0.11% | −3,681−17.9% | Reduced |
| D L Carlson Investment Group Inc | 16,824 | $4.33M | 0.83% | −3,675−17.9% | Reduced |
| Timber Creek Capital Management LLC | 16,780 | $4.31M | 1.30% | +380+2.3% | Added |
| Alliance Wealth Advisors, LLC | 16,719 | $4.30M | 1.26% | +376+2.3% | Added |
| Kerrisdale Advisers, LLC | 16,651 | $4.28M | 1.34% | +3,690+28.5% | Added |
| Prentiss Smith & Co Inc | 16,638 | $4.28M | 2.98% | −128−0.8% | Reduced |
| Keystone Investors Pte Ltd | 16,631 | $4.28M | 0.36% | +7,355+79.3% | Added |
| Northeast Financial Consultants Inc | 16,628 | $4.28M | 0.20% | +2,055+14.1% | Added |
| Farther Finance Advisors, LLC | 16,686 | $4.28M | 0.21% | +5,914+54.9% | Added |
| Cyndeo Wealth Partners, LLC | 16,599 | $4.27M | 0.33% | −1,291−7.2% | Reduced |
| Coldstream Capital Management Inc | 16,570 | $4.26M | 0.10% | −633−3.7% | Reduced |
| Condor Capital Management | 16,528 | $4.25M | 0.41% | −80−0.5% | Reduced |
| WCG Wealth Advisors LLC | 16,448 | $4.23M | 0.31% | +5,020+43.9% | Added |
| De Burlo Group Inc | 16,424 | $4.22M | 0.57% | −4,720−22.3% | Reduced |
| David J Yvars Group | 16,394 | $4.21M | 2.64% | −168−1.0% | Reduced |
| Merit Financial Group, LLC | 16,353 | $4.20M | 0.09% | +532+3.4% | Added |
| Pegasus Asset Management, Inc. | 16,312 | $4.19M | 1.61% | +154+1.0% | Added |
| Invst, LLC | 16,318 | $4.18M | 0.46% | +1,455+9.8% | Added |
| Whalerock Point Partners, LLC | 16,249 | $4.18M | 1.12% | +60+0.4% | Added |
| Zions Bancorporation, N.A. | 16,203 | $4.17M | 0.33% | −2,493−13.3% | Reduced |
| Canandaigua National Bank & Trust Co | 16,194 | $4.16M | 0.45% | −863−5.1% | Reduced |
| AlTi Global, Inc. | 16,127 | $4.15M | 0.11% | +3,465+27.4% | Added |
| Azzad Asset Management Inc | 16,124 | $4.15M | 0.49% | +110+0.7% | Added |
| Meeder Advisory Services, Inc. | 16,097 | $4.14M | 0.29% | +4,362+37.2% | Added |
| Linscomb & Williams, Inc. | 16,058 | $4.13M | 0.21% | +154+1.0% | Added |