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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 7,776 | $1.64M | 0.68% | +403+5.5% | Added |
| CenterBook Partners LP | 7,812 | $1.65M | 0.21% | −10,415−57.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 7,819 | $1.65M | 1.74% | −1,704−17.9% | Reduced |
| Birinyi Associates Inc | 7,840 | $1.66M | 0.60% | +1,900+32.0% | Added |
| Berkshire Bank | 7,841 | $1.66M | 0.46% | −1,337−14.6% | Reduced |
| Nilsine Partners, LLC | 7,859 | $1.66M | 0.24% | +212+2.8% | Added |
| Shepherd Financial Partners LLC | 7,888 | $1.67M | 0.26% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,890 | $1.67M | 0.01% | +1,471+22.9% | Added |
| Beck Bode, LLC | 7,897 | $1.67M | 0.41% | +7,897 | New |
| South Dakota Investment Council | 7,900 | $1.67M | 0.03% | +7,900 | New |
| IHT Wealth Management, LLC | 7,926 | $1.67M | 0.09% | −48−0.6% | Reduced |
| Waldron Private Wealth LLC | 7,932 | $1.68M | 0.08% | −596−7.0% | Reduced |
| Forum Financial Management, LP | 7,963 | $1.68M | 0.04% | −53−0.7% | Reduced |
| Nicholas Investment Partners, LP | 7,963 | $1.68M | 0.12% | +977+14.0% | Added |
| Resources Management Corp | 7,991 | $1.69M | 0.26% | +7,988+266,266.7% | Added |
| Kaizen Financial Strategies | 7,432 | $1.69M | 1.45% | −473−6.0% | Reduced |
| Interval Partners, LP | 8,000 | $1.69M | 0.08% | −63,290−88.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.69M | 0.61% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 8,056 | $1.70M | 0.00% | −212−2.6% | Reduced |
| Edge Capital Group, LLC | 8,067 | $1.70M | 0.10% | −126−1.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 8,076 | $1.71M | 0.13% | +6,283+350.4% | Added |
| Field & Main Bank | 8,077 | $1.71M | 0.95% | −17−0.2% | Reduced |
| DRW Securities, LLC | 8,118 | $1.72M | 0.13% | +8,118 | New |
| Grandview Asset Management LLC | 8,129 | $1.72M | 1.67% | +145+1.8% | Added |
| VeraBank, N.A. | 8,176 | $1.73M | 0.67% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 8,177 | $1.73M | 0.97% | +8,177 | New |
| Prana Capital Management, LP | 8,189 | $1.73M | 0.12% | +5,926+261.9% | Added |
| Lazari Capital Management, Inc. | 8,223 | $1.74M | 0.98% | +8,223 | New |
| Hudson Canyon Capital Management | 8,258 | $1.74M | 1.38% | −268−3.1% | Reduced |
| WSFS Capital Management, LLC | 8,270 | $1.75M | 0.16% | −2,787−25.2% | Reduced |
| Navalign, LLC | 8,280 | $1.75M | 0.70% | +16+0.2% | Added |
| F/M Investments LLC | 8,304 | $1.75M | 1.29% | −12−0.1% | Reduced |
| Beck Capital Management, LLC | 8,317 | $1.76M | 0.69% | +8,317 | New |
| Atlantic Trust, LLC | 8,814 | $1.76M | 0.57% | −700−7.4% | Reduced |
| Cumberland Partners Ltd | 8,350 | $1.76M | 0.16% | +4,250+103.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 8,364 | $1.77M | 0.38% | −1,009−10.8% | Reduced |
| Bank Ozk | 8,381 | $1.77M | 0.84% | −2,364−22.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 8,428 | $1.77M | 0.90% | +990+13.3% | Added |
| Charter Trust Co | 8,413 | $1.78M | 0.14% | +8,413 | New |
| Aviance Capital Partners, LLC | 8,434 | $1.78M | 0.38% | +2,166+34.6% | Added |
| TrinityPoint Wealth, LLC | 8,531 | $1.80M | 0.35% | −16−0.2% | Reduced |
| Optas, LLC | 8,570 | $1.81M | 0.61% | −33−0.4% | Reduced |
| Harvey Capital Management Inc | 8,625 | $1.82M | 0.67% | −4,700−35.3% | Reduced |
| L.M. Kohn & Company | 8,632 | $1.82M | 0.69% | +30+0.3% | Added |
| Wrapmanager Inc | 8,637 | $1.82M | 0.56% | −94−1.1% | Reduced |
| Geneva Capital Management LLC | 8,658 | $1.83M | 0.04% | −368−4.1% | Reduced |
| Gs Investments, Inc. | 8,693 | $1.84M | 1.00% | −40−0.5% | Reduced |
| Bell Bank | 8,727 | $1.84M | 0.20% | −367−4.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,732 | $1.84M | 1.51% | −313−3.5% | Reduced |
| Vetamer Capital Management, L.P. | 8,752 | $1.85M | 2.85% | −90−1.0% | Reduced |
| United Bank | 8,761 | $1.85M | 1.05% | −765−8.0% | Reduced |
| Principle Wealth Partners LLC | 8,785 | $1.86M | 0.19% | −100−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 8,791 | $1.86M | 0.02% | +12+0.1% | Added |
| IPG Investment Advisors LLC | 8,846 | $1.87M | 0.41% | −2,557−22.4% | Reduced |
| Private Trust Co NA | 8,880 | $1.88M | 0.24% | +908+11.4% | Added |
| Bradley Mark J. | 8,882 | $1.88M | 1.86% | −4,390−33.1% | Reduced |
| Midwest Professional Planners, LTD. | 8,914 | $1.88M | 0.82% | +2,138+31.6% | Added |
| G&S Capital LLC | 8,919 | $1.88M | 0.91% | +8,919 | New |
| Beaumont Asset Management, L.L.C. | 8,926 | $1.89M | 1.43% | −82−0.9% | Reduced |
| Bangor Savings Bank | 8,971 | $1.90M | 0.21% | +55+0.6% | Added |
| Liontrust Investment Partners LLP | 9,000 | $1.90M | 0.03% | −32,000−78.0% | Reduced |
| iA Global Asset Management Inc. | 9,049 | $1.91M | 0.05% | +9,049 | New |
| Oak Harbor Wealth Partners, LLC | 9,057 | $1.91M | 0.66% | −79−0.9% | Reduced |
| Baystate Wealth Management LLC | 9,125 | $1.93M | 0.16% | −185−2.0% | Reduced |
| Triangle Securities Wealth Management | 9,132 | $1.93M | 0.66% | −208−2.2% | Reduced |
| Mutual Advisors, LLC | 9,194 | $1.94M | 0.07% | −570−5.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,197 | $1.94M | 1.38% | −135−1.4% | Reduced |
| Roman Butler Fullerton & Co | 8,306 | $1.95M | 0.89% | +4,085+96.8% | Added |
| Old North State Wealth Management, LLC | 9,303 | $1.97M | 1.72% | +118+1.3% | Added |
| Stamos Capital Partners, L.P. | 9,310 | $1.97M | 0.46% | −5,820−38.5% | Reduced |
| XTX Topco Ltd | 9,311 | $1.97M | 0.35% | +9,311 | New |
| Fulton Bank, N.A. | 9,371 | $1.98M | 0.10% | −1,882−16.7% | Reduced |
| Engineers Gate Manager LP | 9,376 | $1.98M | 0.07% | −46,954−83.4% | Reduced |
| E Fund Management Co., Ltd. | 9,386 | $1.98M | 0.16% | −1,406−13.0% | Reduced |
| AIA Group Ltd | 9,388 | $1.98M | 0.10% | −4,246−31.1% | Reduced |
| Sturgeon Ventures LLP | 9,487 | $2.00M | 2.71% | +1,937+25.7% | Added |
| Quantum Private Wealth, LLC | 9,507 | $2.01M | 0.93% | −159−1.6% | Reduced |
| Machina Capital S.A.S. | 9,513 | $2.01M | 1.14% | +7,648+410.1% | Added |
| Aj Wealth Strategies, LLC | 9,562 | $2.02M | 0.10% | +96+1.0% | Added |
| WD Rutherford LLC | 9,624 | $2.03M | 1.30% | +305+3.3% | Added |
| Cipher Capital LP | 9,651 | $2.04M | 0.35% | +9,651 | New |
| Arthur M. Cohen & Associates, LLC | 9,659 | $2.04M | 0.51% | +227+2.4% | Added |
| Sculati Wealth Management, LLC | 9,694 | $2.05M | 1.03% | −76−0.8% | Reduced |
| 180 Wealth Advisors, LLC | 9,697 | $2.05M | 0.45% | −1,336−12.1% | Reduced |
| Ritholtz Wealth Management | 9,724 | $2.05M | 0.09% | +522+5.7% | Added |
| TD Private Client Wealth LLC | 9,784 | $2.07M | 0.09% | −284−2.8% | Reduced |
| We Are One Seven, LLC | 9,789 | $2.07M | 0.19% | −1,561−13.8% | Reduced |
| Privium Fund Management (UK) Ltd | 9,833 | $2.07M | 1.63% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 9,809 | $2.07M | 0.26% | −1,886−16.1% | Reduced |
| Graypoint LLC | 9,834 | $2.08M | 0.21% | +1,587+19.2% | Added |
| Institute for Wealth Management, LLC. | 9,850 | $2.08M | 0.37% | +496+5.3% | Added |
| MUFG Securities EMEA plc | 9,925 | $2.10M | 0.05% | −3,916−28.3% | Reduced |
| Tiemann Investment Advisors, LLC | 9,955 | $2.10M | 1.07% | +195+2.0% | Added |
| Hancock Whitney Corp | 9,982 | $2.11M | 0.08% | −498−4.8% | Reduced |
| Cornercap Investment Counsel Inc | 10,009 | $2.11M | 0.37% | +10,009 | New |
| Ingalls & Snyder LLC | 10,023 | $2.12M | 0.10% | −356−3.4% | Reduced |
| Acorn Financial Advisory Services Inc | 10,046 | $2.12M | 0.38% | −257−2.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,170 | $2.15M | 0.59% | −559−5.2% | Reduced |
| Welch & Forbes LLC | 10,171 | $2.15M | 0.03% | −26−0.3% | Reduced |
| Nicolet Bankshares Inc | 13,320 | $2.15M | 0.61% | +3,149+31.0% | Added |