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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.06M | 0.68% | −13,000−72.2% | Reduced |
| Thomas White International Ltd | 5,001 | $1.06M | 0.22% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,008 | $1.06M | 0.20% | +339+7.3% | Added |
| Venturi Wealth Management, LLC | 5,010 | $1.06M | 0.09% | +1,981+65.4% | Added |
| Fox Run Management, L.L.C. | 5,018 | $1.06M | 0.30% | +5,018 | New |
| VELA Investment Management, LLC | 5,040 | $1.06M | 0.49% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 5,046 | $1.07M | 1.18% | +7+0.1% | Added |
| Naviter Wealth, LLC | 5,055 | $1.07M | 0.27% | +365+7.8% | Added |
| Lumina Fund Management LLC | 5,100 | $1.08M | 0.48% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 5,110 | $1.08M | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,110 | $1.08M | 0.32% | −18,563−78.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,129 | $1.08M | 0.37% | −20.0% | Reduced |
| Aldebaran Financial Inc. | 5,129 | $1.08M | 1.55% | −1,277−19.9% | Reduced |
| EFG Asset Management (North America) Corp. | 5,136 | $1.08M | 0.23% | −1,118−17.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,138 | $1.08M | 0.10% | −628−10.9% | Reduced |
| Clare Market Investments LLC | 5,140 | $1.09M | 0.40% | +1,898+58.5% | Added |
| Shikiar Asset Management Inc | 5,140 | $1.09M | 0.35% | −2,060−28.6% | Reduced |
| Okabena Investment Services Inc | 5,154 | $1.09M | 0.80% | +5,154 | New |
| Etesian Wealth Advisors, Inc. | 5,159 | $1.09M | 0.71% | +174+3.5% | Added |
| Ayrshire Capital Management LLC | 4,732 | $1.09M | 0.69% | +66+1.4% | Added |
| Belpointe Asset Management LLC | 5,165 | $1.09M | 0.12% | −8,253−61.5% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.09M | 2.71% | −6,195−54.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,177 | $1.09M | 0.40% | +187+3.7% | Added |
| Avantax Planning Partners, Inc. | 5,196 | $1.10M | 0.04% | −145−2.7% | Reduced |
| Argent Advisors, Inc. | 5,201 | $1.10M | 0.50% | +249+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $1.11M | 0.18% | −477−8.4% | Reduced |
| Coastwise Capital Group, LLC | 5,251 | $1.11M | 1.26% | −3,000−36.4% | Reduced |
| Prudent Man Advisors, LLC | 5,276 | $1.11M | 0.42% | −79−1.5% | Reduced |
| Michael B. Yongue | 5,279 | $1.12M | 1.04% | −216−3.9% | Reduced |
| Bank of Hawaii | 5,282 | $1.12M | 0.06% | +2,490+89.2% | Added |
| Strategic Investment Advisors | 5,306 | $1.12M | 0.16% | +3,477+190.1% | Added |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.12M | 0.74% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,346 | $1.13M | 0.13% | +418+8.5% | Added |
| Orion Capital Management LLC | 5,370 | $1.13M | 0.75% | +31+0.6% | Added |
| MRP Capital Investments, LLC | 5,377 | $1.14M | 1.11% | +5,377 | New |
| Kingswood Wealth Advisors, LLC | 5,396 | $1.14M | 0.36% | +5,396 | New |
| Wealthsource Partners, LLC | 5,402 | $1.14M | 0.08% | −1,245−18.7% | Reduced |
| Secure Asset Management, LLC | 5,412 | $1.14M | 0.35% | +73+1.4% | Added |
| Aaron Wealth Advisors | 5,445 | $1.15M | 0.15% | +180+3.4% | Added |
| Clear Harbor Asset Management, LLC | 5,448 | $1.15M | 0.11% | +172+3.3% | Added |
| Rehmann Capital Advisory Group | 5,456 | $1.15M | 0.10% | −229−4.0% | Reduced |
| Sciencast Management LP | 5,481 | $1.16M | 0.94% | +5,481 | New |
| Eqis Capital Management, Inc. | 5,496 | $1.16M | 0.13% | −203−3.6% | Reduced |
| Cornerstone National Bank & Trust Co | 5,497 | $1.16M | 0.67% | −1,063−16.2% | Reduced |
| Wambolt & Associates, LLC | 901,244 | $1.16M | 0.41% | +1670.0% | Added |
| Laidlaw Wealth Management LLC | 5,516 | $1.17M | 0.23% | −1,478−21.1% | Reduced |
| CX Institutional | 5,527 | $1.17M | 0.06% | +359+6.9% | Added |
| St. Johns Investment Management Company, LLC | 5,534 | $1.17M | 0.64% | −23−0.4% | Reduced |
| Oxler Private Wealth LLC | 5,557 | $1.17M | 0.56% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,562 | $1.18M | 0.13% | −453−7.5% | Reduced |
| Carr Financial Group Corp | 5,565 | $1.18M | 0.47% | −525−8.6% | Reduced |
| Legal Advantage Investments, Inc. | 5,565 | $1.18M | 0.78% | +515+10.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,572 | $1.18M | 0.48% | −10−0.2% | Reduced |
| Eastover Investment Advisors LLC | 5,576 | $1.18M | 0.63% | +5,576 | New |
| Shorepoint Capital Partners LLC | 5,581 | $1.18M | 0.33% | +377+7.2% | Added |
| Alta Wealth Advisors LLC | 5,611 | $1.19M | 0.70% | −83−1.5% | Reduced |
| Mainstay Capital Management LLC | 5,613 | $1.19M | 0.21% | −230−3.9% | Reduced |
| Thrive Wealth Management, LLC | 5,621 | $1.19M | 0.31% | +82+1.5% | Added |
| Ballast, Inc. | 5,628 | $1.19M | 0.46% | +273+5.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,629 | $1.19M | 0.02% | +652+13.1% | Added |
| KRS Capital Management, LLC | 5,666 | $1.20M | 1.20% | +53+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,671 | $1.20M | 0.13% | +5,671 | New |
| Harvest Volatility Management LLC | 5,684 | $1.20M | 0.24% | +173+3.1% | Added |
| Balentine LLC | 5,687 | $1.20M | 0.04% | +322+6.0% | Added |
| Regatta Capital Group, LLC | 5,697 | $1.20M | 0.38% | −324−5.4% | Reduced |
| Dearborn Partners LLC | 5,700 | $1.20M | 0.05% | +22+0.4% | Added |
| RSM US Wealth Management LLC | 5,707 | $1.21M | 0.04% | −316−5.2% | Reduced |
| Capital Investment Advisors, LLC | 5,720 | $1.21M | 0.04% | −161−2.7% | Reduced |
| Albion Financial Group | 5,733 | $1.21M | 0.11% | −1,114−16.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,733 | $1.21M | 0.40% | +20+0.4% | Added |
| Segment Wealth Management, LLC | 5,734 | $1.21M | 0.12% | +37+0.6% | Added |
| Plancorp, LLC | 5,736 | $1.21M | 0.07% | +1,479+34.7% | Added |
| Joseph Group Capital Management | 5,744 | $1.21M | 1.02% | +441+8.3% | Added |
| Intellectus Partners, LLC | 5,752 | $1.22M | 0.36% | −5,079−46.9% | Reduced |
| Country Club Bank | 5,778 | $1.22M | 0.10% | +50+0.9% | Added |
| Donaldson Capital Management, LLC | 5,770 | $1.22M | 0.06% | −594−9.3% | Reduced |
| Chicago Trust Co NA | 5,786 | $1.22M | 0.29% | +651+12.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,812 | $1.23M | 0.33% | +113+2.0% | Added |
| Next Century Growth Investors LLC | 5,842 | $1.23M | 0.12% | −1,220−17.3% | Reduced |
| Werba Rubin Papier Wealth Management | 5,864 | $1.24M | 0.43% | +28+0.5% | Added |
| Riverview Capital Advisers, LLC | 5,864 | $1.24M | 0.54% | +41+0.7% | Added |
| Options Solutions, LLC | 5,867 | $1.24M | 1.22% | +86+1.5% | Added |
| Wallace Advisory Group, LLC | 6,235 | $1.25M | 0.95% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,901 | $1.25M | 0.72% | −111−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,902 | $1.25M | 0.01% | +578+10.9% | Added |
| Axxcess Wealth Management, LLC | 5,903 | $1.25M | 0.09% | −3,346−36.2% | Reduced |
| Scott & Selber, Inc. | 5,910 | $1.25M | 0.49% | −9−0.2% | Reduced |
| Conning Inc. | 5,946 | $1.26M | 0.04% | −860−12.6% | Reduced |
| Keeler Thomas Management LLC | 5,955 | $1.26M | 0.51% | −453−7.1% | Reduced |
| River & Mercantile Asset Management LLP | 5,960 | $1.26M | 0.25% | +160+2.8% | Added |
| Charter Oak Capital Management, LLC | 5,974 | $1.26M | 0.16% | +134+2.3% | Added |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.27M | 0.16% | −4,000−40.0% | Reduced |
| Absolute Capital Management, LLC | 6,001 | $1.27M | 1.17% | +6,001 | New |
| Trillium Asset Management, LLC | 6,006 | $1.27M | 0.04% | −1,265−17.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,013 | $1.27M | 0.14% | +336+5.9% | Added |
| Saturna Capital CORP | 6,020 | $1.27M | 0.02% | +980+19.4% | Added |
| Sanders Morris Harris LLC | 6,061 | $1.28M | 0.28% | +6,061 | New |
| InTrack Investment Management Inc | 6,073 | $1.28M | 1.05% | +6,073 | New |
| Morse Asset Management, Inc | 6,079 | $1.28M | 0.39% | +2,662+77.9% | Added |
| ProVise Management Group, LLC | 6,119 | $1.29M | 0.12% | +137+2.3% | Added |