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 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
- 2,300
- +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
- 883 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 3,916 | $827.3K | 0.49% | +3,916 | New |
| Maven Securities LTD | 3,916 | $827.3K | 0.12% | +3,916 | New |
| Midwest Financial Group LLC | 3,939 | $832.0K | 0.71% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,941 | $832.6K | 0.04% | −222−5.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,947 | $833.8K | 0.52% | −50−1.3% | Reduced |
| Sentry Investment Management LLC | 3,949 | $834.0K | 0.32% | −555−12.3% | Reduced |
| Brady Family Wealth, LLC | 3,956 | $835.7K | 0.31% | +6+0.2% | Added |
| Nichols & Pratt Advisers LLP | 3,980 | $840.8K | 0.06% | +2,500+168.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $841.9K | 2.66% | +1,880+89.3% | Added |
| Campbell & CO Investment Adviser LLC | 3,987 | $842.3K | 0.15% | +3,987 | New |
| HBK Sorce Advisory LLC | 3,999 | $844.8K | 0.04% | −32−0.8% | Reduced |
| TCG Advisory Services, LLC | 4,002 | $845.5K | 0.14% | −151−3.6% | Reduced |
| K.J. Harrison & Partners Inc | 4,023 | $846.8K | 0.15% | +1,023+34.1% | Added |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 4,027 | $850.7K | 0.23% | −442−9.9% | Reduced |
| PDS Planning, Inc | 4,056 | $856.9K | 0.11% | +699+20.8% | Added |
| Moloney Securities Asset Management, LLC | 4,080 | $861.9K | 0.15% | +116+2.9% | Added |
| JT Stratford LLC | 4,082 | $862.4K | 0.23% | +2,992+274.5% | Added |
| Jmac Enterprises LLC | 4,083 | $862.6K | 0.21% | −25−0.6% | Reduced |
| Sage Rhino Capital LLC | 4,084 | $862.8K | 0.24% | +34+0.8% | Added |
| First United Bank Trust | 4,087 | $863.4K | 0.38% | −40−1.0% | Reduced |
| KG&L Capital Management,LLC | 4,088 | $863.6K | 0.41% | −549−11.8% | Reduced |
| Avitas Wealth Management LLC | 4,123 | $871.0K | 0.16% | −59−1.4% | Reduced |
| Dark Forest Capital Management LP | 4,123 | $871.0K | 0.09% | +4,123 | New |
| Perennial Investment Advisors, LLC | 4,128 | $871.7K | 0.16% | −129−3.0% | Reduced |
| Central Bank & Trust Co | 4,136 | $873.8K | 0.15% | +466+12.7% | Added |
| Williams Jones Wealth Management, LLC. | 4,138 | $874.2K | 0.01% | −972−19.0% | Reduced |
| Romano Brothers and Company | 4,178 | $882.6K | 0.13% | +100+2.5% | Added |
| Avestar Capital, LLC | 4,194 | $886.0K | 0.15% | +302+7.8% | Added |
| 626 Financial, LLC | 4,219 | $891.3K | 0.57% | −72−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 4,228 | $893.3K | 0.16% | −102−2.4% | Reduced |
| Chemistry Wealth Management LLC | 4,236 | $894.9K | 0.29% | +96+2.3% | Added |
| Strengthening Families & Communities, LLC | 4,253 | $898.0K | 0.39% | +1,999+88.7% | Added |
| Investors Research Corp | 4,287 | $905.7K | 0.23% | 00.0% | Unchanged |
| 1st Source Bank | 4,304 | $909.3K | 0.06% | −124−2.8% | Reduced |
| CIC Wealth, LLC | 4,306 | $909.7K | 0.31% | −10.0% | Reduced |
| Meridian Financial Partners LLC | 3,998 | $912.0K | 0.55% | +90+2.3% | Added |
| Essex Savings Bank | 4,326 | $913.9K | 0.31% | −547−11.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,333 | $915.4K | 0.07% | +1,660+62.1% | Added |
| Ascent Group, LLC | 4,365 | $923.5K | 0.10% | −325−6.9% | Reduced |
| Wright Investors Service Inc | 4,390 | $927.4K | 0.26% | −284−6.1% | Reduced |
| Ergoteles LLC | 4,425 | $934.8K | 0.04% | −7,595−63.2% | Reduced |
| PSI Advisors, LLC | 4,432 | $936.3K | 0.41% | −800−15.3% | Reduced |
| Coastline Trust Co | 4,448 | $939.7K | 0.13% | +4,448 | New |
| Renasant Bank | 4,456 | $941.4K | 0.77% | −2,117−32.2% | Reduced |
| Goodman Advisory Group, LLC | 4,465 | $943.3K | 0.35% | −9,862−68.8% | Reduced |
| BFSG, LLC | 4,467 | $944.0K | 0.16% | +167+3.9% | Added |
| Bridges Investment Management Inc | 4,469 | $944.1K | 0.03% | −3,859−46.3% | Reduced |
| Monetta Financial Services Inc | 4,500 | $950.7K | 0.93% | +1,000+28.6% | Added |
| Western Pacific Wealth Management, LP | 4,531 | $957.2K | 0.73% | −14−0.3% | Reduced |
| Financial Architects, Inc | 4,540 | $959.2K | 0.14% | +45+1.0% | Added |
| Geller Advisors LLC | 4,555 | $962.3K | 0.12% | +3,022+197.1% | Added |
| Moseley Investment Management Inc | 4,559 | $963.1K | 0.56% | −176−3.7% | Reduced |
| HM Payson & Co | 4,566 | $964.6K | 0.02% | +411+9.9% | Added |
| SYSTM Wealth Solutions LLC | 4,572 | $965.9K | 0.13% | +1,430+45.5% | Added |
| Smith, Salley & Associates | 4,590 | $969.7K | 0.07% | −80−1.7% | Reduced |
| Sargent Investment Group, LLC | 4,595 | $970.7K | 0.24% | +35+0.8% | Added |
| Vista Private Wealth Partners. LLC | 4,554 | $974.8K | 0.40% | +4+0.1% | Added |
| Nations Financial Group Inc, | 4,618 | $975.6K | 0.10% | +77+1.7% | Added |
| Ellevest, Inc. | 4,629 | $977.9K | 0.07% | +659+16.6% | Added |
| Wade G W & Inc | 4,632 | $979.0K | 0.04% | −36−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 4,661 | $984.7K | 0.41% | +4,661 | New |
| Seven Springs Wealth Group, LLC | 4,665 | $985.5K | 0.47% | +417+9.8% | Added |
| Westside Investment Management, Inc. | 4,670 | $986.9K | 0.28% | −60−1.3% | Reduced |
| Ascension Asset Management LLC | 4,690 | $990.8K | 0.61% | +4,690 | New |
| Peterson Wealth Management | 4,692 | $991.2K | 0.79% | +4,692 | New |
| Old Well Partners, LLC | 4,700 | $992.9K | 0.90% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $992.9K | 0.41% | +150+3.3% | Added |
| Brown, Lisle/Cummings, Inc. | 4,719 | $996.9K | 0.45% | +165+3.6% | Added |
| First Citizens Bank & Trust Co | 4,729 | $999.0K | 0.02% | +409+9.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,731 | $999.5K | 0.19% | −1,643−25.8% | Reduced |
| Cornerstone Wealth Management, LLC | 4,746 | $1.00M | 0.09% | +441+10.2% | Added |
| Fortitude Advisory Group L.L.C. | 4,758 | $1.01M | 0.74% | −470−9.0% | Reduced |
| RIA Advisory Group LLC | 4,767 | $1.01M | 0.43% | −2,714−36.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,778 | $1.01M | 0.76% | −147−3.0% | Reduced |
| Brown Capital Management LLC | 4,795 | $1.01M | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,842 | $1.02M | 0.47% | −400−7.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,844 | $1.02M | 0.75% | −602−11.1% | Reduced |
| CWA Asset Management Group, LLC | 4,852 | $1.03M | 0.07% | +373+8.3% | Added |
| Focus Financial Network, Inc. | 4,857 | $1.03M | 0.06% | +1,042+27.3% | Added |
| Octavia Wealth Advisors, LLC | 4,869 | $1.03M | 0.21% | +676+16.1% | Added |
| Diligent Investors, LLC | 4,878 | $1.03M | 0.30% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 4,887 | $1.03M | 0.62% | −71−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,904 | $1.04M | 0.05% | −398−7.5% | Reduced |
| Congress Asset Management Co | 4,916 | $1.04M | 0.01% | −585−10.6% | Reduced |
| Pier 88 Investment Partners LLC | 4,920 | $1.04M | 0.26% | −13,563−73.4% | Reduced |
| Parcion Private Wealth LLC | 4,922 | $1.04M | 0.10% | +92+1.9% | Added |
| Cooper Financial Group | 4,923 | $1.04M | 0.26% | +736+17.6% | Added |
| BerganKDV Wealth Management, LLC | 4,933 | $1.04M | 0.10% | +376+8.3% | Added |
| International Assets Investment Management, LLC | 4,942 | $1.04M | 0.14% | −397−7.4% | Reduced |
| AMG National Trust Bank | 4,947 | $1.05M | 0.03% | +3,152+175.6% | Added |
| Claybrook Capital, LLC | 4,950 | $1.05M | 0.56% | −100−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,950 | $1.05M | 0.28% | +4,500+1,000.0% | Added |
| Wolff Wiese Magana LLC | 4,959 | $1.05M | 0.81% | −38−0.8% | Reduced |
| RFG Advisory, LLC | 4,963 | $1.05M | 0.05% | +859+20.9% | Added |
| Atom Investors LP | 4,965 | $1.05M | 0.40% | +1,259+34.0% | Added |
| Great Diamond Partners, LLC | 4,967 | $1.05M | 0.28% | +1,149+30.1% | Added |
| Landscape Capital Management, L.L.C. | 4,974 | $1.05M | 0.14% | −406−7.5% | Reduced |
| Legacy Bridge, LLC | 4,974 | $1.05M | 0.70% | +125+2.6% | Added |
| StoneX Group Inc. | 4,979 | $1.05M | 0.11% | +152+3.1% | Added |