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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 18,398 | $3.89M | 0.94% | +851+4.8% | Added |
| Venture Visionary Partners LLC | 18,428 | $3.89M | 0.23% | −650−3.4% | Reduced |
| Harbor Spring Capital, LLC | 18,433 | $3.89M | 2.23% | −26,567−59.0% | Reduced |
| Gardner Lewis Asset Management L P | 18,507 | $3.91M | 1.43% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 18,540 | $3.92M | 2.15% | +23+0.1% | Added |
| Thoroughbred Financial Services, LLC | 18,751 | $3.96M | 0.52% | +2,674+16.6% | Added |
| Veritable, L.P. | 18,774 | $3.97M | 0.06% | −116−0.6% | Reduced |
| Park Avenue Securities LLC | 18,873 | $3.99M | 0.06% | +593+3.2% | Added |
| Bouvel Investment Partners, LLC | 18,904 | $3.99M | 2.19% | +488+2.6% | Added |
| First Interstate Bank | 19,015 | $4.02M | 0.33% | −80−0.4% | Reduced |
| Oak Associates, Ltd | 19,104 | $4.04M | 0.32% | −9,825−34.0% | Reduced |
| Gladstone Institutional Advisory LLC | 19,108 | $4.04M | 0.25% | −252−1.3% | Reduced |
| Bray Capital Advisors | 19,116 | $4.04M | 1.21% | −140−0.7% | Reduced |
| Empowered Funds, LLC | 19,222 | $4.06M | 0.14% | −6,706−25.9% | Reduced |
| EA Series Trust | 19,222 | $4.06M | 0.14% | +19,222 | New |
| Bank of Nova Scotia Trust Co | 19,223 | $4.06M | 0.42% | +1,252+7.0% | Added |
| Sompo Asset Management Co., Ltd. | 19,270 | $4.07M | 0.76% | 00.0% | Unchanged |
| Shelton Capital Management | 19,301 | $4.08M | 0.15% | −3,208−14.3% | Reduced |
| Chartwell Investment Partners, LLC | 19,361 | $4.09M | 0.15% | −50−0.3% | Reduced |
| Zions Bancorporation, N.A. | 19,474 | $4.11M | 0.35% | +377+2.0% | Added |
| Caldwell Trust Co | 19,517 | $4.12M | 0.54% | −1,033−5.0% | Reduced |
| FRG Family Wealth Advisors LLC | 19,625 | $4.15M | 0.91% | −2,143−9.8% | Reduced |
| Y.D. More Investments Ltd | 19,845 | $4.19M | 1.06% | +4,538+29.6% | Added |
| Parsons Capital Management Inc | 20,032 | $4.23M | 0.32% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 20,109 | $4.25M | 0.13% | +645+3.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.25M | 3.46% | 00.0% | Unchanged |
| Ostrum Asset Management | 20,234 | $4.27M | 0.36% | −960−4.5% | Reduced |
| Trifecta Capital Advisors, LLC | 20,247 | $4.28M | 1.38% | +605+3.1% | Added |
| Harbor Capital Advisors, Inc. | 20,258 | $4.28M | 0.86% | −347−1.7% | Reduced |
| Capital Wealth Planning, LLC | 20,298 | $4.29M | 0.05% | +7,541+59.1% | Added |
| Desjardins Global Asset Management Inc. | 20,335 | $4.30M | 0.50% | −6,898−25.3% | Reduced |
| Petredis Investment Advisors LLC | 20,361 | $4.30M | 0.59% | −109−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 20,408 | $4.31M | 0.08% | −2,875−12.3% | Reduced |
| Meridian Wealth Management, LLC | 20,508 | $4.33M | 0.37% | −1,595−7.2% | Reduced |
| Sawyer & Company, Inc | 20,520 | $4.33M | 1.98% | +13+0.1% | Added |
| Financial Enhancement Group LLC | 19,677 | $4.34M | 0.80% | +19,677 | New |
| Lincoln National Corp | 20,545 | $4.34M | 0.09% | +1,246+6.5% | Added |
| Bridge Creek Capital Management LLC | 20,653 | $4.36M | 1.56% | −125−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 20,734 | $4.38M | 0.08% | +5,169+33.2% | Added |
| Vision Capital Management, Inc. | 20,785 | $4.39M | 0.75% | +25+0.1% | Added |
| Once Capital Management, LLC | 20,800 | $4.39M | 4.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 20,802 | $4.39M | 1.97% | +19+0.1% | Added |
| Icon Wealth Partners, LLC | 20,838 | $4.40M | 0.47% | −6,564−24.0% | Reduced |
| Quattro Financial Advisors LLC | 20,851 | $4.40M | 1.75% | +10,161+95.1% | Added |
| Dillon & Associates Inc | 20,943 | $4.42M | 0.81% | −215−1.0% | Reduced |
| Independent Financial Group, LLC | 20,939 | $4.42M | 0.31% | −1,533−6.8% | Reduced |
| Boston Private Wealth LLC | 21,025 | $4.44M | 0.08% | −25,304−54.6% | Reduced |
| Siemens Fonds Invest GmbH | 21,134 | $4.44M | 0.43% | −72−0.3% | Reduced |
| RB Capital Management, LLC | 21,059 | $4.45M | 1.37% | −289−1.4% | Reduced |
| Brown Brothers Harriman & Co | 21,080 | $4.45M | 0.04% | +897+4.4% | Added |
| Garde Capital, Inc. | 21,117 | $4.46M | 0.37% | −20.0% | Reduced |
| Dynamic Advisor Solutions LLC | 21,203 | $4.48M | 0.23% | +380+1.8% | Added |
| St Germain D J Co Inc | 21,210 | $4.48M | 0.24% | +21,210 | New |
| Chase Investment Counsel Corp | 21,275 | $4.49M | 2.27% | +1,783+9.1% | Added |
| Simplex Trading, LLC | 21,393 | $4.52M | 0.19% | +21,293+21,293.0% | Added |
| Colony Group LLC | 21,403 | $4.52M | 0.06% | −72−0.3% | Reduced |
| M. Kulyk & Associates, LLC | 21,452 | $4.53M | 1.27% | −253−1.2% | Reduced |
| DFPG Investments, LLC | 19,341 | $4.53M | 0.41% | −465−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 21,475 | $4.54M | 0.14% | −363−1.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 21,529 | $4.55M | 0.09% | −6,614−23.5% | Reduced |
| Andra AP-fonden | 21,598 | $4.56M | 0.12% | +14,900+222.5% | Added |
| Cyndeo Wealth Partners, LLC | 21,654 | $4.57M | 0.48% | +11,703+117.6% | Added |
| Moody Lynn & Lieberson, LLC | 21,683 | $4.58M | 0.37% | +16,712+336.2% | Added |
| Seven Eight Capital, LP | 21,734 | $4.59M | 0.76% | +21,734 | New |
| Leonteq Securities AG | 21,738 | $4.59M | 0.47% | −23,240−51.7% | Reduced |
| Checchi Capital Advisers, LLC | 21,805 | $4.61M | 0.41% | +1,573+7.8% | Added |
| Elite Wealth Management, Inc. | 21,815 | $4.61M | 1.54% | +960+4.6% | Added |
| Roanoke Asset Management Corp | 21,815 | $4.61M | 1.82% | 00.0% | Unchanged |
| Fundamentun, LLC | 21,885 | $4.62M | 0.71% | −384−1.7% | Reduced |
| Centiva Capital, LP | 21,902 | $4.63M | 0.23% | +21,705+11,017.8% | Added |
| Kornitzer Capital Management Inc | 21,929 | $4.63M | 0.09% | −1,692−7.2% | Reduced |
| Golden State Equity Partners | 21,999 | $4.65M | 1.31% | +20,621+1,496.4% | Added |
| Zacks Investment Management | 22,011 | $4.65M | 0.06% | +19,556+796.6% | Added |
| Hyman Charles D | 22,059 | $4.66M | 0.29% | −100−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 22,146 | $4.68M | 0.24% | +15,172+217.6% | Added |
| Dorsey & Whitney Trust CO LLC | 22,146 | $4.68M | 0.39% | +1,879+9.3% | Added |
| D L Carlson Investment Group Inc | 22,199 | $4.69M | 0.90% | +8,253+59.2% | Added |
| Perpetual Ltd | 22,663 | $4.79M | 0.04% | +4,886+27.5% | Added |
| Stoneridge Investment Partners LLC | 22,696 | $4.79M | 2.08% | +2,116+10.3% | Added |
| Resources Investment Advisors, LLC. | 22,760 | $4.81M | 0.11% | +9,997+78.3% | Added |
| Plimoth Trust Co LLC | 22,930 | $4.84M | 1.45% | −330−1.4% | Reduced |
| United Services Automobile Association | 22,999 | $4.86M | 0.14% | +1,084+4.9% | Added |
| Vestcor Inc | 23,156 | $4.89M | 0.18% | −471−2.0% | Reduced |
| Van Strum & Towne Inc. | 23,279 | $4.92M | 2.03% | +380+1.7% | Added |
| Meridian Management Co | 23,430 | $4.95M | 1.55% | −282−1.2% | Reduced |
| Boston Financial Mangement LLC | 23,455 | $4.96M | 0.18% | +2,822+13.7% | Added |
| First Nebraska Trust Co | 23,537 | $4.97M | 0.59% | −17−0.1% | Reduced |
| Iowa State Bank | 23,600 | $4.99M | 1.25% | −619−2.6% | Reduced |
| Progressive Investment Management Corp | 23,635 | $4.99M | 1.56% | −27−0.1% | Reduced |
| LGT Group Foundation | 23,821 | $5.03M | 0.12% | −794−3.2% | Reduced |
| HBW Advisory Services LLC | 23,909 | $5.05M | 1.10% | +255+1.1% | Added |
| Central Trust Co | 24,099 | $5.09M | 0.14% | −1,954−7.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,165 | $5.11M | 2.44% | +1,549+6.8% | Added |
| Cohen Capital Management, Inc. | 24,359 | $5.15M | 1.00% | −60.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,422 | $5.16M | 0.41% | −13,049−34.8% | Reduced |
| De Burlo Group Inc | 24,529 | $5.18M | 0.86% | −550−2.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 24,538 | $5.18M | 0.07% | +14,820+152.5% | Added |
| KCM Investment Advisors LLC | 24,539 | $5.18M | 0.21% | −5,539−18.4% | Reduced |
| SP Asset Management LLC | 25,158 | $5.31M | 0.59% | −286−1.1% | Reduced |
| Timber Creek Capital Management LLC | 25,184 | $5.32M | 1.83% | +316+1.3% | Added |