Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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 2023

Institutional positions in Salesforce, Inc. as of Jun 30, 2023. 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: 2,301; +133 vs. Q1 2023
Shares held: 768.4M; −38.4M (−4.8%) vs. Q1 2023
Total value: $161.7B; +$8.47B (+5.5%) vs. Q1 2023
New holders: 232; 884 more added
Sold out: 99; 932 more reduced

15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 2,301 institutions

Value heldQ2 2023: $161.7B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2023.

Institutions holding CRM in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
ZRC Wealth Management, LLC	0	$11	0.00%	0	Unchanged
Comerica Bank	1,785	$176	0.02%	+1,785	New
Beaird Harris Wealth Management, LLC	1	$212	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$212	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	2	$423	0.00%	+2	New
Insight Financial Services	3	$633	0.00%	00.0%	Unchanged
Robinswood Financial LLC	3	$633	0.00%	+3	New
Level Financial Advisors, Inc.	4	$845	0.00%	+4	New
Stephens Consulting, LLC	4	$846	0.00%	00.0%	Unchanged
Horan Securities, Inc.	4	$872	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	4	$883	0.00%	+1+33.3%	Added
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	5	$1.06K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	6	$1.27K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.27K	0.00%	+6	New
True Wealth Design, LLC	7	$1.48K	0.00%	−25−78.1%	Reduced
USA Financial Portformulas Corp	7	$1.48K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	8	$1.69K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	4,968	$1.83K	0.01%	+215+4.5%	Added
25 LLC	8	$1.84K	0.00%	+2+33.3%	Added
Financial Synergies Wealth Advisors, Inc.	9	$1.90K	0.00%	−2−18.2%	Reduced
RE Dickinson Investment Advisors, LLC	8	$2.00K	0.00%	−13−61.9%	Reduced
Nalls Sherbakoff Group, LLC	9	$2.01K	0.00%	−15−62.5%	Reduced
WFA of San Diego, LLC	12	$2.54K	0.00%	+12	New
Ritter Daniher Financial Advisory LLC	13	$2.75K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	14	$2.96K	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	15	$3.17K	0.00%	00.0%	Unchanged
Centennial Bank	15	$3.17K	0.00%	00.0%	Unchanged
Red Tortoise LLC	15	$3.17K	0.00%	+7+87.5%	Added
PayPay Securities Corp	18	$3.80K	0.23%	−6−25.0%	Reduced
Lowe Wealth Advisors, LLC	18	$3.80K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	19	$4.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	19	$4.01K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$4.22K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	21	$4.44K	0.00%	−300−93.5%	Reduced
Jackson, Grant Investment Advisers, Inc.	22	$4.65K	0.00%	−1,538−98.6%	Reduced
Roble, Belko & Company, Inc	26	$5.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	24	$5.07K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$5.07K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	25	$5.28K	0.00%	+25	New
Davidson Capital Management Inc.	26	$5.49K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$5.49K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	26	$5.49K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	28	$5.92K	0.00%	00.0%	Unchanged
Buck Wealth Strategies, LLC	29	$6.13K	0.00%	−30−50.8%	Reduced
Bourgeon Capital Management LLC	30	$6.34K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	30	$6.42K	0.00%	00.0%	Unchanged
First Community Trust NA	33	$6.97K	0.01%	00.0%	Unchanged
HWG Holdings LP	36	$7.61K	0.00%	+36	New
Stone House Investment Management, LLC	40	$8.45K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	41	$8.66K	0.00%	−3−6.8%	Reduced
Morton Brown Family Wealth, LLC	42	$8.87K	0.00%	−13−23.6%	Reduced
Avion Wealth	46	$9.00K	0.00%	+39+557.1%	Added
First National Bank of South Miami	44	$9.29K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	45	$9.51K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	47	$9.93K	0.00%	−3−6.0%	Reduced
Toth Financial Advisory Corp	47	$9.93K	0.00%	−1,295−96.5%	Reduced
PrairieView Partners, LLC	50	$10.0K	0.00%	00.0%	Unchanged
Savior LLC	50	$10.6K	0.04%	00.0%	Unchanged
Mechanics Financial Corp	50	$10.6K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	56	$11.0K	0.00%	00.0%	Unchanged
Park Circle Co	54	$11.4K	0.01%	00.0%	Unchanged
PFS Partners, LLC	58	$12.3K	0.01%	+58	New
Annapolis Financial Services, LLC	59	$12.5K	0.00%	00.0%	Unchanged
Trust Co	60	$12.7K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	64	$13.5K	0.00%	−23−26.4%	Reduced
Stephenson National Bank & Trust	66	$13.9K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	69	$14.6K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	69	$14.6K	0.01%	+10+16.9%	Added
Bellevue Asset Management, LLC	70	$14.8K	0.01%	−20−22.2%	Reduced
VitalStone Financial, LLC	76	$15.0K	0.01%	+61+406.7%	Added
Lee Financial Co	73	$15.4K	0.00%	−22−23.2%	Reduced
NewSquare Capital LLC	74	$15.6K	0.00%	−75−50.3%	Reduced
Piershale Financial Group, Inc.	75	$15.8K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	75	$15.8K	0.01%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	75	$15.8K	0.01%	+75	New
Prostatis Group LLC	12,901	$15.8K	0.01%	+12,901	New
Knott David M Jr	77	$16.0K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	76	$16.1K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	78	$16.6K	0.00%	−315−80.2%	Reduced
Johnson Midwest Financial, LLC	80	$16.9K	0.01%	00.0%	Unchanged
Safeguard Financial, LLC	84	$17.0K	0.01%	+84	New
Marathon Trading Investment Management LLC	88	$18.6K	0.01%	−1,012−92.0%	Reduced
Private Ocean, LLC	88	$18.6K	0.00%	−26−22.8%	Reduced
Granite FO LLC	89	$18.8K	0.01%	00.0%	Unchanged
Cohen & Steers, Inc.	94	$20.0K	0.00%	−106−53.0%	Reduced
Operose Advisors LLC	96	$20.3K	0.01%	00.0%	Unchanged
MCF Advisors LLC	96	$20.3K	0.00%	+11+12.9%	Added
Impact Partnership Wealth, LLC	98	$20.7K	0.01%	+98	New
Steward Financial Group LLC	100	$21.0K	0.01%	−20−16.7%	Reduced
Tacita Capital Inc	100	$21.0K	0.02%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	100	$21.1K	0.01%	00.0%	Unchanged
Belmont Capital, LLC	101	$21.3K	0.01%	+101	New
Cherry Tree Wealth Management, LLC	105	$22.2K	0.01%	+105	New
Old Point Trust & Financial Services N A	107	$22.6K	0.01%	+107	New
Colonial Trust Advisors	108	$22.8K	0.00%	+4+3.8%	Added
Bollard Group LLC	110	$23.0K	0.00%	+85+340.0%	Added
Coastal Capital Group, Inc.	109	$23.0K	0.00%	+70+179.5%	Added
Barrett & Company, Inc.	110	$23.2K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	111	$23.4K	0.01%	00.0%	Unchanged