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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 6,145 | $1.30M | 0.83% | +370+6.4% | Added |
| Echo Street Capital Management LLC | 6,147 | $1.30M | 0.01% | +2,477+67.5% | Added |
| First Pacific Financial | 6,153 | $1.30M | 0.55% | −95−1.5% | Reduced |
| Cynosure Management, LLC | 6,220 | $1.31M | 0.40% | +6,220 | New |
| Western Wealth Management, LLC | 6,226 | $1.32M | 0.11% | +414+7.1% | Added |
| Leelyn Smith, LLC | 6,232 | $1.32M | 0.32% | +33+0.5% | Added |
| Atlas Brown,Inc. | 6,237 | $1.32M | 0.58% | +44+0.7% | Added |
| Rossmore Private Capital | 6,269 | $1.32M | 0.20% | −6−0.1% | Reduced |
| TRUE Private Wealth Advisors | 6,272 | $1.33M | 0.20% | −103−1.6% | Reduced |
| V-Square Quantitative Management LLC | 6,278 | $1.33M | 0.97% | +81+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 6,300 | $1.33M | 0.02% | +1,500+31.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,305 | $1.33M | 0.13% | +1,023+19.4% | Added |
| Knollwood Investment Advisory, LLC | 6,330 | $1.34M | 0.45% | +4,939+355.1% | Added |
| Archford Capital Strategies, LLC | 5,937 | $1.34M | 0.25% | +71+1.2% | Added |
| Altfest L J & Co Inc | 6,342 | $1.34M | 0.20% | −59−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 6,349 | $1.34M | 0.39% | −279−4.2% | Reduced |
| Cito Capital Group, LLC | 6,350 | $1.34M | 0.61% | +460+7.8% | Added |
| Lake Street Financial LLC | 6,365 | $1.34M | 0.24% | +4,904+335.7% | Added |
| Eagle Strategies LLC | 6,372 | $1.35M | 0.33% | −206−3.1% | Reduced |
| Mirabella Financial Services LLP | 6,374 | $1.35M | 0.16% | +1,818+39.9% | Added |
| Northwest Bank & Trust Co | 6,377 | $1.35M | 1.30% | +6,377 | New |
| Global Wealth Management Investment Advisory, Inc. | 6,387 | $1.35M | 0.37% | −3,384−34.6% | Reduced |
| Signature Wealth Management Group | 6,416 | $1.36M | 0.63% | −501−7.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,424 | $1.36M | 0.13% | −78−1.2% | Reduced |
| Redmond Asset Management, LLC | 6,441 | $1.36M | 0.44% | −68−1.0% | Reduced |
| Occidental Asset Management, LLC | 6,453 | $1.36M | 0.31% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 6,456 | $1.36M | 0.77% | −288−4.3% | Reduced |
| First County Bank | 6,493 | $1.37M | 0.67% | +329+5.3% | Added |
| Voya Financial Advisors, Inc. | 6,520 | $1.37M | 0.16% | +455+7.5% | Added |
| Jacobi Capital Management LLC | 6,496 | $1.37M | 0.15% | +114+1.8% | Added |
| Mission Creek Capital Partners, Inc. | 6,502 | $1.37M | 0.44% | +573+9.7% | Added |
| M&R Capital Management Inc | 6,506 | $1.37M | 0.36% | +1,994+44.2% | Added |
| Camarda Financial Advisors, LLC | 6,568 | $1.39M | 0.69% | +6,568 | New |
| Park Place Capital Corp | 6,570 | $1.39M | 0.39% | −2,121−24.4% | Reduced |
| TLWM | 6,573 | $1.39M | 0.40% | +85+1.3% | Added |
| Capstone Triton Financial Group, LLC | 6,616 | $1.40M | 0.96% | −200−2.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,619 | $1.40M | 0.01% | −63−0.9% | Reduced |
| Modera Wealth Management, LLC | 6,630 | $1.40M | 0.03% | +4,980+301.8% | Added |
| Doliver Advisors, LP | 6,633 | $1.40M | 0.43% | +1,195+22.0% | Added |
| Change Path, LLC | 6,663 | $1.41M | 0.07% | −1,416−17.5% | Reduced |
| 1776 Wealth LLC | 6,681 | $1.41M | 0.75% | +336+5.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,254 | $1.43M | 0.75% | +30+0.5% | Added |
| Lindbrook Capital, LLC | 6,782 | $1.43M | 0.15% | +1,828+36.9% | Added |
| Arrowroot Family Office, LLC | 6,787 | $1.43M | 1.09% | −232−3.3% | Reduced |
| Quadrant Capital Group LLC | 6,818 | $1.44M | 0.14% | −25−0.4% | Reduced |
| Laffer Tengler Investments | 6,829 | $1.44M | 0.38% | +130+1.9% | Added |
| Wealthspire Advisors, LLC | 6,831 | $1.44M | 0.02% | +481+7.6% | Added |
| Missouri Trust & Investment Co | 6,837 | $1.44M | 0.81% | −69−1.0% | Reduced |
| IMA Wealth, Inc. | 6,846 | $1.45M | 0.37% | −1,247−15.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,855 | $1.45M | 0.43% | −212−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,856 | $1.45M | 0.24% | −13−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 6,857 | $1.45M | 0.06% | −28−0.4% | Reduced |
| Heritage Trust Co | 6,880 | $1.45M | 0.21% | +323+4.9% | Added |
| Bard Financial Services, Inc. | 6,885 | $1.45M | 0.11% | −575−7.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,891 | $1.46M | 0.11% | −1,558−18.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,611 | $1.46M | 0.08% | −859−11.5% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.46M | 0.96% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 6,940 | $1.47M | 0.05% | +758+12.3% | Added |
| EPG Wealth Management LLC | 6,975 | $1.47M | 0.44% | +392+6.0% | Added |
| Global Retirement Partners, LLC | 6,990 | $1.48M | 0.07% | +319+4.8% | Added |
| Northstar Group, Inc. | 7,022 | $1.48M | 0.35% | −75−1.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,025 | $1.48M | 0.24% | −654−8.5% | Reduced |
| Stock Yards Bank & Trust Co | 7,062 | $1.49M | 0.05% | +41+0.6% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 7,121 | $1.50M | 0.65% | +7,121 | New |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $1.51M | 0.83% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7,129 | $1.51M | 0.60% | −4−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,161 | $1.51M | 0.16% | −2,554−26.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,573 | $1.51M | 0.02% | −1,687−18.2% | Reduced |
| Tiedemann Advisors, LLC | 7,167 | $1.51M | 0.06% | +130+1.8% | Added |
| Amica Retiree Medical Trust | 7,205 | $1.52M | 1.70% | −460−6.0% | Reduced |
| Elmwood Wealth Management, Inc. | 7,219 | $1.53M | 0.71% | −203−2.7% | Reduced |
| Bay Rivers Group | 7,220 | $1.53M | 1.14% | −78−1.1% | Reduced |
| Bristlecone Advisors, LLC | 7,234 | $1.53M | 0.15% | +95+1.3% | Added |
| Ascent Wealth Partners, LLC | 7,455 | $1.53M | 0.27% | +614+9.0% | Added |
| Rational Advisors LLC | 7,257 | $1.53M | 0.13% | −6,938−48.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,266 | $1.54M | 0.07% | −877−10.8% | Reduced |
| Alterity Financial Group, LLC | 7,270 | $1.54M | 2.22% | −2,100−22.4% | Reduced |
| Charter Research & Investment Group, Inc. | 7,297 | $1.54M | 1.28% | −315−4.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 7,317 | $1.55M | 1.05% | +7,317 | New |
| Center for Financial Planning, Inc. | 7,324 | $1.55M | 0.32% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 7,350 | $1.55M | 2.49% | −545−6.9% | Reduced |
| Chickasaw Capital Management LLC | 7,384 | $1.56M | 0.09% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,390 | $1.56M | 0.20% | −718−8.9% | Reduced |
| Wealth Management Partners, LLC | 7,390 | $1.56M | 0.98% | +608+9.0% | Added |
| Wintrust Investments LLC | 7,423 | $1.57M | 0.16% | +7,423 | New |
| Norway Savings Bank | 7,426 | $1.57M | 0.86% | +810+12.2% | Added |
| Cunning Capital Partners, LP | 0 | $1.58M | 1.00% | 0 | New |
| Steinberg Asset Management LLC | 7,496 | $1.58M | 1.52% | −99−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 7,502 | $1.58M | 0.32% | −1,558−17.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,503 | $1.59M | 1.38% | −450−5.7% | Reduced |
| Moneta Group Investment Advisors LLC | 7,521 | $1.59M | 0.04% | −2,131−22.1% | Reduced |
| Intrust Bank NA | 7,554 | $1.60M | 0.19% | +79+1.1% | Added |
| Schmidt P J Investment Management Inc | 7,065 | $1.60M | 0.32% | −158−2.2% | Reduced |
| Wolf Group Capital Advisors | 7,534 | $1.60M | 0.80% | −866−10.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,600 | $1.61M | 0.35% | +202+2.7% | Added |
| Cypress Capital Group | 7,608 | $1.61M | 0.23% | −103−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,611 | $1.61M | 0.39% | +53+0.7% | Added |
| Burns J W & Co Inc | 7,614 | $1.61M | 0.26% | +1,102+16.9% | Added |
| WP Advisors, LLC | 7,625 | $1.61M | 0.64% | +204+2.7% | Added |
| Financial Advocates Investment Management | 7,653 | $1.62M | 0.12% | +21+0.3% | Added |