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 |
|---|---|---|---|---|---|
| Sabadell Asset Management, S.A S.G.I.I.C | 35,376 | $7.49M | 1.55% | −837−2.3% | Reduced |
| Trust Co of Vermont | 35,536 | $7.51M | 0.49% | +2,186+6.6% | Added |
| Payden & Rygel | 35,800 | $7.56M | 0.53% | +35,800 | New |
| Clear Street LLC | 35,800 | $7.56M | 0.18% | +35,800 | New |
| Acadian Asset Management LLC | 35,937 | $7.59M | 0.03% | −21,162−37.1% | Reduced |
| First National Trust Co | 36,181 | $7.64M | 0.35% | −25−0.1% | Reduced |
| Moors & Cabot, Inc. | 36,552 | $7.72M | 0.51% | −580−1.6% | Reduced |
| Quantinno Capital Management LP | 36,628 | $7.74M | 0.44% | +3,167+9.5% | Added |
| HRT Financial LP | 36,655 | $7.74M | 0.07% | +36,655 | New |
| Prospera Financial Services Inc | 36,911 | $7.80M | 0.30% | −201−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 36,987 | $7.81M | 0.27% | +9,602+35.1% | Added |
| L & S Advisors Inc | 37,028 | $7.82M | 1.04% | +4,001+12.1% | Added |
| Natixis | 37,038 | $7.82M | 0.07% | +13,866+59.8% | Added |
| Two Sigma Securities, LLC | 37,158 | $7.85M | 0.64% | +25,159+209.7% | Added |
| RPG Investment Advisory, LLC | 37,366 | $7.89M | 1.36% | −769−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 37,574 | $7.94M | 0.13% | −1,956−4.9% | Reduced |
| PFS Investments Inc. | 37,578 | $7.94M | 0.13% | +20,990+126.5% | Added |
| Means Investment Co., Inc. | 37,620 | $7.95M | 1.26% | +766+2.1% | Added |
| Essex Investment Management Co LLC | 37,628 | $7.95M | 1.11% | −4,585−10.9% | Reduced |
| Bridgeway Capital Management, LLC | 37,880 | $8.00M | 0.19% | +37,880 | New |
| Channing Capital Management, LLC | 37,891 | $8.00M | 0.25% | +13,481+55.2% | Added |
| Burney Co | 38,166 | $8.06M | 0.37% | +7,936+26.3% | Added |
| Fiduciary Trust Co | 38,228 | $8.08M | 0.14% | +3,115+8.9% | Added |
| Brookfield Asset Management Inc. | 38,246 | $8.08M | 0.03% | −15,062−28.3% | Reduced |
| Kinneret Advisory, LLC | 38,252 | $8.08M | 0.96% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 38,327 | $8.10M | 0.58% | +943+2.5% | Added |
| Cullinan Associates Inc | 38,457 | $8.12M | 0.45% | −7,169−15.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 38,521 | $8.14M | 0.85% | −4,493−10.4% | Reduced |
| Bogart Wealth, LLC | 38,861 | $8.21M | 0.52% | +563+1.5% | Added |
| Profund Advisors LLC | 39,552 | $8.36M | 0.45% | +4,165+11.8% | Added |
| Stonebridge Capital Advisors LLC | 39,739 | $8.40M | 0.89% | +949+2.4% | Added |
| Martingale Asset Management L P | 39,823 | $8.41M | 0.16% | +39,823 | New |
| Philadelphia Trust Co | 39,836 | $8.42M | 0.80% | −146−0.4% | Reduced |
| GWM Advisors LLC | 39,870 | $8.42M | 0.10% | +9,978+33.4% | Added |
| Sand Hill Global Advisors, LLC | 40,069 | $8.46M | 0.42% | −837−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 40,515 | $8.56M | 0.56% | +37,190+1,118.5% | Added |
| Brookstone Capital Management | 41,003 | $8.59M | 0.17% | +4,724+13.0% | Added |
| Premier Fund Managers Ltd | 41,090 | $8.64M | 0.34% | −20,510−33.3% | Reduced |
| Bradley Foster & Sargent Inc | 41,175 | $8.70M | 0.18% | +282+0.7% | Added |
| Bryn Mawr Trust Co | 41,354 | $8.74M | 0.36% | −942−2.2% | Reduced |
| Kemnay Advisory Services Inc. | 41,592 | $8.79M | 3.86% | +41,592 | New |
| Metis Global Partners, LLC | 41,739 | $8.82M | 0.48% | +728+1.8% | Added |
| Neville Rodie & Shaw Inc | 41,763 | $8.82M | 0.76% | +4,565+12.3% | Added |
| Exchange Traded Concepts, LLC | 41,790 | $8.83M | 0.22% | +35,334+547.3% | Added |
| Lockheed Martin Investment Management Co | 41,800 | $8.83M | 0.51% | −13,760−24.8% | Reduced |
| CFM Wealth Partners LLC | 41,825 | $8.84M | 2.15% | −121−0.3% | Reduced |
| Advisory Services Network, LLC | 41,884 | $8.85M | 0.24% | +783+1.9% | Added |
| GDS Wealth Management | 42,088 | $8.89M | 1.44% | +749+1.8% | Added |
| Shannon River Fund Management LLC | 42,136 | $8.90M | 2.22% | −41,469−49.6% | Reduced |
| Sandy Spring Bank | 42,457 | $8.97M | 0.48% | −684−1.6% | Reduced |
| Metropolitan Life Insurance Co | 42,666 | $9.01M | 0.44% | −2,062−4.6% | Reduced |
| Moreno Evelyn V | 42,942 | $9.07M | 1.94% | −2,544−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $9.13M | 0.18% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 43,392 | $9.18M | 0.93% | −614−1.4% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $9.20M | 4.77% | 00.0% | Unchanged |
| Motco | 43,642 | $9.22M | 0.60% | −1,369−3.0% | Reduced |
| Tran Capital Management, L.P. | 43,674 | $9.23M | 1.09% | −1,208−2.7% | Reduced |
| Pathstone Family Office, LLC | 44,308 | $9.27M | 0.13% | +565+1.3% | Added |
| Dakota Wealth Management | 44,181 | $9.33M | 0.44% | +38,673+702.1% | Added |
| Prudential PLC | 45,300 | $9.57M | 0.11% | −1,135−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 45,362 | $9.58M | 0.14% | +1,608+3.7% | Added |
| Whittier Trust Co of Nevada Inc | 45,507 | $9.61M | 0.33% | +11,631+34.3% | Added |
| E. Ohman J:or Asset Management AB | 45,750 | $9.67M | 0.35% | +900+2.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 45,922 | $9.70M | 3.20% | −397−0.9% | Reduced |
| Graham Capital Management, L.P. | 45,999 | $9.72M | 0.33% | +32,523+241.3% | Added |
| Equitable Trust Co | 46,015 | $9.72M | 0.74% | +7,925+20.8% | Added |
| Thames Capital Management LLC | 46,286 | $9.78M | 5.21% | +14,814+47.1% | Added |
| CMH Wealth Management LLC | 46,455 | $9.81M | 2.64% | +556+1.2% | Added |
| Strategic Wealth Designers | 47,175 | $9.97M | 1.58% | +3,219+7.3% | Added |
| Group One Trading, L.P. | 47,237 | $9.98M | 0.43% | +45,471+2,574.8% | Added |
| Exchange Capital Management, Inc. | 47,341 | $10.0M | 1.86% | +688+1.5% | Added |
| Rothschild Investment Corp | 47,452 | $10.0M | 0.83% | +308+0.7% | Added |
| Assetmark, Inc | 47,542 | $10.0M | 0.04% | +7,214+17.9% | Added |
| Edge Wealth Management LLC | 48,306 | $10.2M | 2.23% | +2,070+4.5% | Added |
| Buckingham Capital Management, Inc. | 48,487 | $10.2M | 1.53% | +328+0.7% | Added |
| New Mexico Educational Retirement Board | 48,586 | $10.3M | 0.45% | +2,300+5.0% | Added |
| Cetera Investment Advisers | 49,515 | $10.5M | 0.09% | +10,098+25.6% | Added |
| Northstar Asset Management Inc | 49,590 | $10.5M | 3.09% | −7,780−13.6% | Reduced |
| Mill Capital Management, LLC | 49,655 | $10.5M | 0.99% | +3,560+7.7% | Added |
| Spire Wealth Management | 49,887 | $10.5M | 0.39% | +14,357+40.4% | Added |
| Bornite Capital Management LP | 50,000 | $10.6M | 2.04% | +50,000 | New |
| Banque Cantonale Vaudoise | 50,135 | $10.6M | 0.49% | +1,334+2.7% | Added |
| Chesley Taft & Associates LLC | 50,282 | $10.6M | 0.65% | +207+0.4% | Added |
| Foster Victor Wealth Advisors, LLC | 49,684 | $10.6M | 1.18% | +1,162+2.4% | Added |
| Abbrea Capital, LLC | 50,312 | $10.6M | 1.63% | +7,205+16.7% | Added |
| D.A. Davidson & Co. | 50,474 | $10.7M | 0.11% | +3,141+6.6% | Added |
| One Capital Management, LLC | 50,703 | $10.7M | 0.48% | −1,943−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 50,855 | $10.7M | 0.36% | +18,062+55.1% | Added |
| Greenland Capital Management LP | 51,067 | $10.8M | 1.55% | +45,702+851.9% | Added |
| Cornerstone Capital, Inc. | 51,089 | $10.8M | 1.25% | −65−0.1% | Reduced |
| Bloom Tree Partners, LLC | 51,249 | $10.8M | 5.04% | −46,507−47.6% | Reduced |
| Edentree Asset Management Ltd | 51,440 | $10.9M | 3.73% | +51,440 | New |
| Kiwi Wealth Investments Limited Partnership | 51,707 | $10.9M | 0.68% | 00.0% | Unchanged |
| Noked Israel Ltd | 51,980 | $11.0M | 3.76% | −24,470−32.0% | Reduced |
| Marco Investment Management LLC | 52,200 | $11.0M | 1.19% | −98−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 52,373 | $11.1M | 0.51% | −876−1.6% | Reduced |
| Roffman Miller Associates Inc | 53,476 | $11.3M | 0.85% | −7,371−12.1% | Reduced |
| Bayesian Capital Management, LP | 53,600 | $11.3M | 1.22% | +45,200+538.1% | Added |
| Synovus Financial Corp | 53,765 | $11.4M | 0.12% | −2,490−4.4% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $11.4M | 0.58% | 00.0% | Unchanged |