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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 10,241 | $2.16M | 0.24% | +10,241 | New |
| Cohen Investment Advisors LLC | 10,268 | $2.17M | 1.74% | +329+3.3% | Added |
| Herbst Group, LLC | 10,305 | $2.18M | 1.50% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 10,314 | $2.18M | 1.14% | −50−0.5% | Reduced |
| Richelieu Gestion PLC | 10,351 | $2.19M | 1.82% | −1,594−13.3% | Reduced |
| Virtu Financial LLC | 10,352 | $2.19M | 0.17% | +10,352 | New |
| Legacy Private Trust Co. | 10,381 | $2.19M | 0.18% | +1,694+19.5% | Added |
| Flagship Harbor Advisors, LLC | 10,421 | $2.20M | 0.18% | −2,618−20.1% | Reduced |
| Roberts Wealth Advisors, LLC | 10,431 | $2.20M | 0.97% | −329−3.1% | Reduced |
| Grove Bank & Trust | 10,459 | $2.21M | 0.45% | −1,571−13.1% | Reduced |
| Pinnacle Holdings, LLC | 10,472 | $2.21M | 0.99% | −71−0.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,484 | $2.21M | 1.56% | +501+5.0% | Added |
| Investment Management Corp of Ontario | 10,503 | $2.22M | 0.09% | +10,503 | New |
| Boltwood Capital Management | 10,531 | $2.22M | 0.80% | +50.0% | Added |
| Ocean Capital Management, LLC | 10,574 | $2.23M | 1.00% | −2,655−20.1% | Reduced |
| Two Sigma Investments, LP | 10,600 | $2.24M | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,610 | $2.24M | 0.27% | −79,951−88.3% | Reduced |
| Lake Street Advisors Group, LLC | 10,621 | $2.24M | 0.12% | +53+0.5% | Added |
| NVWM, LLC | 10,624 | $2.24M | 0.73% | +3,399+47.0% | Added |
| Courier Capital LLC | 10,682 | $2.26M | 0.18% | +31+0.3% | Added |
| Finer Wealth Management, Inc. | 10,784 | $2.28M | 1.78% | +141+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,863 | $2.29M | 0.06% | +8,764+417.5% | Added |
| Mission Wealth Management, LP | 10,862 | $2.29M | 0.09% | +181+1.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $2.30M | 0.16% | −1,720−13.6% | Reduced |
| Sunbelt Securities, Inc. | 10,909 | $2.30M | 0.33% | +40.0% | Added |
| Canal Capital Management, LLC | 10,923 | $2.31M | 0.47% | +78+0.7% | Added |
| Duff & Phelps Investment Management Co | 10,925 | $2.31M | 0.03% | +150+1.4% | Added |
| Green Harvest Asset Management LLC | 10,988 | $2.32M | 0.09% | −5,147−31.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,775 | $2.34M | 0.60% | −350−3.1% | Reduced |
| Northstar Advisory Group, LLC | 11,112 | $2.35M | 1.54% | +7,594+215.9% | Added |
| Callahan Advisors, LLC | 11,154 | $2.36M | 0.29% | +1,710+18.1% | Added |
| Citizens & Northern Corp | 11,212 | $2.37M | 0.90% | −287−2.5% | Reduced |
| Northeast Financial Consultants Inc | 11,296 | $2.39M | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,316 | $2.39M | 0.31% | +3,447+43.8% | Added |
| Ballentine Partners, LLC | 11,393 | $2.41M | 0.06% | −96−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,413 | $2.41M | 0.06% | +3,660+47.2% | Added |
| Advisors Asset Management, Inc. | 11,423 | $2.41M | 0.05% | −2,145−15.8% | Reduced |
| V Wealth Advisors LLC | 11,573 | $2.44M | 0.42% | +576+5.2% | Added |
| Trust Asset Management LLC | 11,587 | $2.45M | 0.25% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,594 | $2.45M | 0.46% | −219−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 11,697 | $2.47M | 0.09% | −504−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 11,717 | $2.48M | 0.08% | +5,634+92.6% | Added |
| WCG Wealth Advisors LLC | 11,730 | $2.48M | 0.29% | +11,730 | New |
| Diversified Trust Co | 11,744 | $2.48M | 0.09% | −1,111−8.6% | Reduced |
| Caliber Wealth Management, LLC | 11,748 | $2.48M | 1.66% | +231+2.0% | Added |
| Executive Wealth Management, LLC | 11,794 | $2.49M | 0.26% | −546−4.4% | Reduced |
| Eagle Asset Management Inc | 11,869 | $2.51M | 0.01% | +1,551+15.0% | Added |
| Centre Asset Management, LLC | 11,908 | $2.52M | 0.56% | +11,908 | New |
| Modus Advisors, LLC | 11,926 | $2.52M | 1.08% | +178+1.5% | Added |
| Qtron Investments LLC | 11,944 | $2.52M | 0.48% | +914+8.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,954 | $2.52M | 0.26% | −1,100−8.4% | Reduced |
| Integrated Advisors Network LLC | 12,082 | $2.55M | 0.15% | +4,954+69.5% | Added |
| Insigneo Advisory Services, LLC | 12,092 | $2.55M | 0.49% | +3,574+42.0% | Added |
| ABN AMRO Bank N.V. | 12,105 | $2.57M | 0.05% | +182+1.5% | Added |
| HB Wealth Management, LLC | 12,177 | $2.57M | 0.04% | +1,164+10.6% | Added |
| Blackhawk Capital Partners LLC. | 12,180 | $2.57M | 1.79% | +5,324+77.7% | Added |
| Glynn Capital Management LLC | 12,197 | $2.58M | 0.57% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 12,205 | $2.58M | 2.09% | −3,394−21.8% | Reduced |
| Garrett Investment Advisors LLC | 12,261 | $2.59M | 0.37% | −1,546−11.2% | Reduced |
| Alps Advisors Inc | 12,291 | $2.60M | 0.02% | −2,201−15.2% | Reduced |
| Atlantic Union Bankshares Corp | 12,298 | $2.60M | 0.26% | −4,650−27.4% | Reduced |
| Wedmont Private Capital | 11,333 | $2.60M | 0.28% | −624−5.2% | Reduced |
| Capital Analysts, LLC | 12,334 | $2.61M | 0.14% | −358−2.8% | Reduced |
| Enterprise Bank & Trust Co | 12,340 | $2.61M | 1.00% | +42+0.3% | Added |
| Centaurus Financial, Inc. | 12,338 | $2.61M | 0.23% | −898−6.8% | Reduced |
| Waverton Investment Management Ltd | 12,345 | $2.61M | 0.07% | −1,270−9.3% | Reduced |
| CastleKnight Management LP | 12,350 | $2.61M | 0.53% | −3,800−23.5% | Reduced |
| Meeder Advisory Services, Inc. | 12,395 | $2.62M | 0.28% | +831+7.2% | Added |
| Wealth Alliance | 12,408 | $2.62M | 0.39% | −98−0.8% | Reduced |
| Aspiriant, LLC | 12,445 | $2.63M | 0.13% | −397−3.1% | Reduced |
| Vident Investment Advisory, LLC | 12,461 | $2.63M | 0.09% | −461−3.6% | Reduced |
| Citizens Business Bank | 12,473 | $2.64M | 0.59% | −674−5.1% | Reduced |
| Merit Financial Group, LLC | 12,513 | $2.64M | 0.09% | +1,926+18.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,547 | $2.65M | 0.13% | +226+1.8% | Added |
| Patton Fund Management, Inc. | 12,561 | $2.65M | 0.78% | +12,561 | New |
| Mark Stevens | 12,565 | $2.65M | 0.34% | −1,001−7.4% | Reduced |
| Savant Capital, LLC | 12,565 | $2.65M | 0.04% | +2,008+19.0% | Added |
| Connable Office Inc | 12,619 | $2.67M | 0.37% | +17+0.1% | Added |
| Equitable Holdings, Inc. | 12,623 | $2.67M | 0.04% | +1,101+9.6% | Added |
| Winch Advisory Services, LLC | 12,623 | $2.67M | 0.96% | −280−2.2% | Reduced |
| Verde Capital Management | 12,670 | $2.68M | 1.02% | −354−2.7% | Reduced |
| Pinnbrook Capital Management LP | 12,672 | $2.68M | 1.58% | +8,829+229.7% | Added |
| Cable Hill Partners, LLC | 12,681 | $2.68M | 0.35% | −231−1.8% | Reduced |
| Coldstream Capital Management Inc | 12,681 | $2.68M | 0.08% | +581+4.8% | Added |
| SeaCrest Wealth Management, LLC | 12,720 | $2.69M | 0.34% | +2,565+25.3% | Added |
| Fund Management at Engine No. 1 LLC | 12,745 | $2.69M | 0.50% | +616+5.1% | Added |
| Trust Co of Toledo NA | 12,849 | $2.71M | 0.46% | −23−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,865 | $2.72M | 0.34% | +12,865 | New |
| Icon Advisers Inc | 12,900 | $2.73M | 0.69% | +12,900 | New |
| Hixon Zuercher, LLC | 12,937 | $2.73M | 1.38% | +115+0.9% | Added |
| Phoenix Holdings Ltd. | 12,944 | $2.73M | 0.06% | +5,568+75.5% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.74M | 1.96% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,971 | $2.74M | 0.14% | +3,313+34.3% | Added |
| Orin Green Financial, LLC | 13,010 | $2.75M | 1.44% | −10,272−44.1% | Reduced |
| First Manhattan Co | 13,046 | $2.76M | 0.01% | −228−1.7% | Reduced |
| Harrell Investment Partners, LLC | 13,068 | $2.76M | 0.94% | −107−0.8% | Reduced |
| Allworth Financial LP | 13,193 | $2.79M | 0.02% | +5,336+67.9% | Added |
| Transcend Wealth Collective, LLC | 13,208 | $2.79M | 0.27% | −1,072−7.5% | Reduced |
| Asset Dedication, LLC | 13,328 | $2.80M | 0.24% | +712+5.6% | Added |
| Sumitomo Life Insurance Co | 13,285 | $2.81M | 0.12% | −1,282−8.8% | Reduced |