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 |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 13,308 | $2.81M | 1.02% | +10,436+363.4% | Added |
| Fiduciary Group LLC | 13,372 | $2.82M | 0.35% | −407−3.0% | Reduced |
| Independence Bank of Kentucky | 13,401 | $2.83M | 1.15% | +295+2.3% | Added |
| Telemus Capital, LLC | 13,410 | $2.83M | 0.24% | −1,251−8.5% | Reduced |
| Connolly Sarah T. | 13,473 | $2.85M | 1.72% | −13−0.1% | Reduced |
| Apollon Wealth Management, LLC | 13,485 | $2.85M | 0.14% | +1,931+16.7% | Added |
| NFJ Investment Group, LLC | 13,607 | $2.87M | 0.08% | −2,157−13.7% | Reduced |
| Laurel Wealth Advisors LLC | 13,608 | $2.87M | 0.58% | −640−4.5% | Reduced |
| Wahed Invest LLC | 13,644 | $2.88M | 1.01% | +1,306+10.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 13,659 | $2.88M | 0.07% | −6,615−32.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,736 | $2.90M | 0.41% | +1,483+12.1% | Added |
| Wunderlich Capital Managemnt | 13,753 | $2.90M | 1.43% | +88+0.6% | Added |
| Westpac Banking Corp | 13,870 | $2.93M | 0.21% | −128,062−90.2% | Reduced |
| Stansberry Asset Management, LLC | 13,898 | $2.94M | 0.54% | +6,408+85.6% | Added |
| Beech Hill Advisors, Inc. | 13,975 | $2.95M | 1.44% | −102−0.7% | Reduced |
| WealthShield Partners, LLC | 14,010 | $2.96M | 0.45% | +1,977+16.4% | Added |
| J.W. Cole Advisors, Inc. | 14,020 | $2.96M | 0.21% | +1,401+11.1% | Added |
| TKG Advisors, LLC | 14,035 | $2.97M | 1.93% | +14,035 | New |
| Clearstead Advisors, LLC | 14,036 | $2.97M | 0.18% | +4,287+44.0% | Added |
| HighVista Strategies LLC | 14,079 | $2.97M | 1.36% | +8,469+151.0% | Added |
| Cozad Asset Management Inc | 14,135 | $2.99M | 0.37% | −281−1.9% | Reduced |
| Meitav Dash Investments Ltd | 14,149 | $2.99M | 0.02% | −908−6.0% | Reduced |
| Schechter Investment Advisors, LLC | 14,203 | $3.00M | 0.27% | −2,059−12.7% | Reduced |
| Asio Capital, LLC | 14,228 | $3.01M | 0.74% | +14,228 | New |
| Harbor Investment Advisory, LLC | 30,878 | $3.01M | 0.42% | +16,335+112.3% | Added |
| Investment Research & Advisory Group, Inc. | 14,320 | $3.03M | 1.77% | +389+2.8% | Added |
| Birch Hill Investment Advisors LLC | 14,384 | $3.04M | 0.17% | −590−3.9% | Reduced |
| NBT Bank N A | 14,499 | $3.06M | 0.44% | +12+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 14,587 | $3.08M | 0.89% | +70.0% | Added |
| Cutler Group LP | 14,612 | $3.09M | 0.73% | −1,583−9.8% | Reduced |
| Roundview Capital LLC | 14,656 | $3.10M | 0.30% | +402+2.8% | Added |
| Clarius Group, LLC | 14,700 | $3.11M | 0.24% | +760+5.5% | Added |
| Transatlantique Private Wealth LLC | 14,710 | $3.11M | 1.62% | −55−0.4% | Reduced |
| Symphony Financial, Ltd. Co. | 14,839 | $3.12M | 0.77% | −281−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,827 | $3.13M | 0.08% | +50+0.3% | Added |
| Smithbridge Asset Management Inc | 14,872 | $3.14M | 0.74% | +14,872 | New |
| Neo Ivy Capital Management | 14,892 | $3.15M | 1.66% | +14,892 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 14,945 | $3.16M | 3.13% | +3,300+28.3% | Added |
| New Hampshire Trust | 14,996 | $3.17M | 0.82% | +271+1.8% | Added |
| Canandaigua National Bank & Trust Co | 15,050 | $3.18M | 0.52% | −3,355−18.2% | Reduced |
| Alliance Wealth Advisors, LLC | 15,102 | $3.19M | 1.18% | −3,678−19.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,254 | $3.22M | 0.31% | −402−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 15,307 | $3.23M | 0.30% | +7,671+100.5% | Added |
| Azzad Asset Management Inc | 15,362 | $3.25M | 0.44% | −572−3.6% | Reduced |
| Granite Investment Partners, LLC | 15,390 | $3.25M | 0.13% | −47−0.3% | Reduced |
| Edgestream Partners, L.P. | 15,425 | $3.26M | 0.29% | +15,425 | New |
| Private Wealth Partners, LLC | 15,472 | $3.27M | 0.30% | +1,965+14.5% | Added |
| CAPROCK Group, Inc. | 15,501 | $3.27M | 0.24% | −447−2.8% | Reduced |
| First Hawaiian Bank | 15,613 | $3.30M | 0.11% | +838+5.7% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.30M | 0.16% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 15,720 | $3.32M | 1.13% | +112+0.7% | Added |
| Zweig-DiMenna Associates LLC | 15,725 | $3.32M | 0.45% | +15,725 | New |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | 00.0% | Unchanged |
| Summit Financial, LLC | 15,883 | $3.36M | 0.24% | +343+2.2% | Added |
| Jump Financial, LLC | 15,963 | $3.37M | 0.12% | +15,963 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.38M | 0.94% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 16,212 | $3.42M | 0.33% | +10,910+205.8% | Added |
| Pegasus Asset Management, Inc. | 16,277 | $3.44M | 1.53% | −229−1.4% | Reduced |
| Signaturefd, LLC | 16,285 | $3.44M | 0.09% | +671+4.3% | Added |
| Arlington Financial Advisors, LLC | 16,315 | $3.45M | 1.26% | +84+0.5% | Added |
| Invst, LLC | 16,346 | $3.45M | 0.50% | −143−0.9% | Reduced |
| David J Yvars Group | 16,405 | $3.47M | 2.86% | +14,145+625.9% | Added |
| Comerica Securities,inc. | 16,478 | $3.48M | 0.24% | +7,766+89.1% | Added |
| Horizon Investments, LLC | 16,573 | $3.50M | 0.10% | +1,301+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,585 | $3.50M | 0.23% | −151−0.9% | Reduced |
| Pioneer Trust Bank N A | 16,595 | $3.51M | 1.01% | +2,040+14.0% | Added |
| Bailard, Inc. | 16,662 | $3.52M | 0.12% | +3,885+30.4% | Added |
| Pitcairn Co | 16,707 | $3.53M | 0.30% | −901−5.1% | Reduced |
| Linscomb & Williams, Inc. | 16,728 | $3.53M | 0.19% | −200−1.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 16,749 | $3.54M | 0.79% | +629+3.9% | Added |
| Hills Bank & Trust Co | 16,752 | $3.54M | 0.46% | +84+0.5% | Added |
| KMG Fiduciary Partners, LLC | 16,791 | $3.55M | 0.46% | +450+2.8% | Added |
| Sepio Capital, LP | 16,875 | $3.56M | 0.29% | +1,064+6.7% | Added |
| Red Door Wealth Management, LLC | 16,915 | $3.57M | 0.79% | +4,519+36.5% | Added |
| Redwood Investments, LLC | 16,985 | $3.59M | 0.44% | +14,891+711.1% | Added |
| Sowell Financial Services LLC | 16,995 | $3.59M | 0.20% | +5,189+44.0% | Added |
| Cohen Lawrence B | 17,072 | $3.61M | 2.31% | −634−3.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,110 | $3.61M | 0.45% | +8,122+90.4% | Added |
| SFMG, LLC | 17,135 | $3.62M | 0.37% | +617+3.7% | Added |
| Veriti Management LLC | 17,309 | $3.66M | 0.41% | +641+3.8% | Added |
| Penserra Capital Management LLC | 17,379 | $3.67M | 0.07% | −12,972−42.7% | Reduced |
| FORA Capital, LLC | 17,442 | $3.68M | 0.52% | +17,442 | New |
| Lighthouse Investment Partners, LLC | 17,528 | $3.70M | 0.28% | +3,906+28.7% | Added |
| Univest Financial Corp | 17,684 | $3.74M | 1.13% | +17,684 | New |
| Vickerman Investment Advisors, Inc. | 17,711 | $3.74M | 1.46% | −178−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 17,777 | $3.76M | 1.11% | −315−1.7% | Reduced |
| SeaBridge Investment Advisors LLC | 17,824 | $3.77M | 1.24% | +148+0.8% | Added |
| Argent Trust Co | 18,002 | $3.80M | 0.21% | +139+0.8% | Added |
| Chemung Canal Trust Co | 18,009 | $3.80M | 0.82% | +16,123+854.9% | Added |
| Mirova | 18,064 | $3.82M | 0.67% | −8,148−31.1% | Reduced |
| Moody National Bank Trust Division | 18,118 | $3.83M | 0.26% | +142+0.8% | Added |
| Cabot Wealth Management Inc | 18,217 | $3.85M | 0.57% | −10.0% | Reduced |
| Boothbay Fund Management, LLC | 18,226 | $3.85M | 0.13% | +18,226 | New |
| Prentiss Smith & Co Inc | 18,239 | $3.85M | 2.89% | −9,898−35.2% | Reduced |
| South State Corp. | 18,244 | $3.85M | 0.34% | +92+0.5% | Added |
| Sendero Wealth Management, LLC | 18,283 | $3.86M | 0.84% | −1,404−7.1% | Reduced |
| Woodmont Investment Counsel LLC | 18,319 | $3.87M | 0.40% | −79−0.4% | Reduced |
| Trust Co of Kansas | 18,342 | $3.88M | 2.32% | −238−1.3% | Reduced |
| BDO Wealth Advisors, LLC | 18,346 | $3.88M | 0.44% | +80+0.4% | Added |
| Bokf, NA | 18,349 | $3.88M | 0.08% | −3,057−14.3% | Reduced |