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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 25,312 | $5.35M | 0.19% | +578+2.3% | Added |
| Evercore Wealth Management, LLC | 25,684 | $5.43M | 0.10% | −1,414−5.2% | Reduced |
| Balyasny Asset Management LLC | 25,791 | $5.45M | 0.02% | −1,342−4.9% | Reduced |
| Marietta Wealth Management, LLC | 25,791 | $5.45M | 1.03% | −52−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 72,039 | $5.45M | 0.25% | −2,183−2.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 25,954 | $5.48M | 4.53% | −1,708−6.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 26,017 | $5.50M | 0.59% | +1,215+4.9% | Added |
| Wolverine Trading, LLC | 26,271 | $5.53M | 0.07% | +26,271 | New |
| MAI Capital Management | 26,294 | $5.55M | 0.08% | +8,356+46.6% | Added |
| Arkadios Wealth Advisors | 26,299 | $5.56M | 0.65% | +583+2.3% | Added |
| Codex Capital, L.L.C. | 26,300 | $5.56M | 3.58% | +200+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 26,315 | $5.56M | 0.36% | +1,105+4.4% | Added |
| Fragasso Group Inc. | 26,317 | $5.56M | 0.59% | −14,534−35.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,400 | $5.58M | 1.72% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26,428 | $5.58M | 0.72% | −692−2.6% | Reduced |
| Twin Capital Management Inc | 26,548 | $5.61M | 0.73% | +3,031+12.9% | Added |
| Peloton Wealth Strategists | 26,555 | $5.61M | 2.48% | −115−0.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,556 | $5.61M | 2.59% | +126+0.5% | Added |
| Intech Investment Management LLC | 26,593 | $5.62M | 0.06% | −1,021−3.7% | Reduced |
| Wedbush Securities Inc | 26,649 | $5.63M | 0.27% | −5,757−17.8% | Reduced |
| Arrow Financial Corp | 26,893 | $5.68M | 0.69% | −5,352−16.6% | Reduced |
| AXS Investments LLC | 26,973 | $5.70M | 1.52% | −3,654−11.9% | Reduced |
| Selkirk Management LLC | 27,000 | $5.70M | 4.84% | +10,000+58.8% | Added |
| Johnson Investment Counsel Inc | 27,061 | $5.72M | 0.07% | +407+1.5% | Added |
| EP Wealth Advisors, LLC | 1,045,426 | $5.72M | 0.09% | +1,043,421+52,040.9% | Added |
| Knights of Columbus Asset Advisors LLC | 27,176 | $5.74M | 0.52% | +1,766+7.0% | Added |
| Strategic Advisors LLC | 27,273 | $5.76M | 1.10% | −104−0.4% | Reduced |
| Shell Asset Management Co | 27,283 | $5.76M | 0.23% | −3,534−11.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,311 | $5.77M | 3.06% | −642−2.3% | Reduced |
| McRae Capital Management Inc | 27,317 | $5.77M | 1.64% | +495+1.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 27,463 | $5.80M | 5.75% | +93+0.3% | Added |
| Consolidated Investment Group LLC | 27,600 | $5.83M | 1.04% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 27,703 | $5.85M | 1.85% | −4,793−14.7% | Reduced |
| Great Valley Advisor Group, Inc. | 27,740 | $5.86M | 0.25% | +834+3.1% | Added |
| Barrier Capital Management, LLC | 27,783 | $5.87M | 6.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 27,844 | $5.88M | 0.30% | +241+0.9% | Added |
| Stratos Wealth Advisors, LLC | 27,929 | $5.90M | 0.42% | +1,014+3.8% | Added |
| Stelac Advisory Services LLC | 28,158 | $5.95M | 2.65% | −352−1.2% | Reduced |
| Everence Capital Management Inc | 26,700 | $5.96M | 0.48% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 28,300 | $5.98M | 0.26% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 28,335 | $5.99M | 2.11% | −13,111−31.6% | Reduced |
| Simmons Bank | 28,387 | $6.00M | 0.50% | +51+0.2% | Added |
| Gifford Fong Associates | 28,586 | $6.04M | 1.42% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 28,596 | $6.04M | 0.82% | −890−3.0% | Reduced |
| FourThought Financial Partners, LLC | 28,672 | $6.06M | 0.80% | −858−2.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 28,716 | $6.08M | 0.29% | −1,264−4.2% | Reduced |
| Wetherby Asset Management Inc | 28,873 | $6.10M | 0.33% | +458+1.6% | Added |
| Pallas Capital Advisors LLC | 26,837 | $6.12M | 0.28% | +4,603+20.7% | Added |
| Massmutual Trust Co FSB | 29,120 | $6.15M | 0.22% | +1,911+7.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,147 | $6.16M | 0.23% | −129−0.4% | Reduced |
| Raymond James Trust N.A. | 29,196 | $6.17M | 0.18% | +288+1.0% | Added |
| First Horizon Advisors, Inc. | 29,234 | $6.18M | 0.21% | −2,616−8.2% | Reduced |
| Summit Trail Advisors, LLC | 29,259 | $6.18M | 0.23% | +2,645+9.9% | Added |
| Vinva Investment Management Ltd | 29,418 | $6.19M | 0.54% | −4,461−13.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 29,553 | $6.24M | 0.30% | −478−1.6% | Reduced |
| Bank Hapoalim BM | 29,582 | $6.25M | 0.89% | −1,802−5.7% | Reduced |
| Empirical Finance, LLC | 29,803 | $6.30M | 0.49% | +3,221+12.1% | Added |
| Bleakley Financial Group, LLC | 29,852 | $6.31M | 0.20% | +7,015+30.7% | Added |
| Eisler Capital (UK) Ltd. | 30,065 | $6.35M | 0.68% | +30,065 | New |
| Independent Advisor Alliance | 30,229 | $6.39M | 0.28% | +8,646+40.1% | Added |
| Shufro Rose & Co LLC | 30,305 | $6.40M | 0.59% | +514+1.7% | Added |
| Ceera Investments, LLC | 30,403 | $6.42M | 3.71% | −50.0% | Reduced |
| Highland Capital Management, LLC | 30,664 | $6.48M | 0.42% | −24,857−44.8% | Reduced |
| Evergreen Capital Management LLC | 30,813 | $6.51M | 0.27% | −919−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,883 | $6.52M | 0.17% | −551−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,002 | $6.55M | 0.25% | −1,184−3.7% | Reduced |
| Spinnaker Trust | 31,022 | $6.55M | 0.48% | −59−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 31,166 | $6.58M | 2.17% | −3,768−10.8% | Reduced |
| Sawtooth Solutions, LLC | 31,344 | $6.62M | 0.18% | +479+1.6% | Added |
| Private Asset Management Inc | 31,580 | $6.67M | 1.28% | −10,699−25.3% | Reduced |
| Novare Capital Management LLC | 31,583 | $6.67M | 0.72% | −1,437−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 31,647 | $6.69M | 0.15% | +4,361+16.0% | Added |
| Nemes Rush Group LLC | 31,717 | $6.70M | 1.18% | +31,717 | New |
| National Asset Management, Inc. | 31,733 | $6.70M | 0.15% | −548−1.7% | Reduced |
| Mizuho Markets Cayman LP | 31,927 | $6.74M | 1.31% | +31,927 | New |
| Avantax Advisory Services, Inc. | 31,965 | $6.75M | 0.08% | −389−1.2% | Reduced |
| Girard Partners Ltd. | 32,042 | $6.77M | 0.72% | +14,470+82.3% | Added |
| Pinnacle Associates Ltd | 32,084 | $6.78M | 0.12% | +949+3.0% | Added |
| Bessemer Group Inc | 32,092 | $6.78M | 0.01% | +9,699+43.3% | Added |
| Power Corp of Canada | 32,126 | $6.79M | 0.71% | +214+0.7% | Added |
| Westwood Management Corp | 32,341 | $6.83M | 0.88% | −5,060−13.5% | Reduced |
| Barometer Capital Management Inc. | 32,380 | $6.84M | 1.83% | +16,018+97.9% | Added |
| Portside Wealth Group, LLC | 32,686 | $6.91M | 1.28% | +32,686 | New |
| Verition Fund Management LLC | 32,687 | $6.91M | 0.11% | −6,439−16.5% | Reduced |
| Sigma Planning Corp | 32,727 | $6.91M | 0.25% | −1,720−5.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,056 | $6.98M | 1.00% | +364+1.1% | Added |
| Commerce Bank | 33,057 | $6.98M | 0.05% | +1,167+3.7% | Added |
| Chiron Investment Management, LLC | 33,115 | $7.00M | 1.96% | +33,115 | New |
| Advisor Partners II, LLC | 33,252 | $7.02M | 0.33% | +4,491+15.6% | Added |
| Meyer Handelman Co | 33,460 | $7.07M | 0.29% | −510−1.5% | Reduced |
| Oppenheimer & Co Inc | 33,635 | $7.11M | 0.14% | −4,375−11.5% | Reduced |
| Keybank National Association | 33,754 | $7.13M | 0.03% | −1,642−4.6% | Reduced |
| Grassi Investment Management | 33,913 | $7.16M | 0.79% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 33,987 | $7.18M | 0.07% | +1,413+4.3% | Added |
| Selective Wealth Management, Inc. | 34,527 | $7.35M | 3.67% | +34,527 | New |
| DuPont Capital Management Corp | 34,897 | $7.37M | 0.36% | +8,576+32.6% | Added |
| JS Capital Management LLC | 35,000 | $7.39M | 0.97% | +15,000+75.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,144 | $7.42M | 0.56% | −438−1.2% | Reduced |
| Forbes J M & Co LLP | 35,305 | $7.46M | 0.93% | +864+2.5% | Added |
| Marks Group Wealth Management, Inc | 35,358 | $7.47M | 0.89% | −256−0.7% | Reduced |