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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 54,283 | $11.5M | 0.63% | −194,830−78.2% | Reduced |
| Talbot Financial, LLC | 55,454 | $11.7M | 1.99% | +304+0.6% | Added |
| Partners Capital Investment Group, LLP | 55,949 | $11.8M | 0.25% | +47,909+595.9% | Added |
| CTC LLC | 56,026 | $11.8M | 0.16% | −19,840−26.2% | Reduced |
| BWCP, LP | 56,211 | $11.9M | 4.20% | +9,653+20.7% | Added |
| Nomura Holdings Inc | 56,483 | $11.9M | 0.12% | −1,136,786−95.3% | Reduced |
| Annex Advisory Services, LLC | 56,788 | $12.0M | 0.67% | −17,246−23.3% | Reduced |
| Kingdon Capital Management, L.L.C. | 57,500 | $12.1M | 2.12% | −29,000−33.5% | Reduced |
| Flputnam Investment Management Co | 57,595 | $12.2M | 0.33% | +5,604+10.8% | Added |
| Amica Mutual Insurance Co | 57,857 | $12.2M | 1.38% | −5,031−8.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 57,956 | $12.2M | 0.40% | −5,595−8.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 58,175 | $12.3M | 1.56% | −9,920−14.6% | Reduced |
| Captrust Financial Advisors | 58,152 | $12.3M | 0.05% | +5,730+10.9% | Added |
| Jones Financial Companies LLLP | 58,402 | $12.3M | 0.02% | −6,140−9.5% | Reduced |
| WoodTrust Financial Corp | 59,587 | $12.6M | 2.33% | +1,808+3.1% | Added |
| Freestone Capital Holdings, LLC | 59,793 | $12.6M | 0.51% | −530−0.9% | Reduced |
| Ally Financial Inc. | 60,000 | $12.7M | 1.77% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 60,600 | $12.8M | 0.28% | −4,400−6.8% | Reduced |
| Daymark Wealth Partners, LLC | 61,514 | $13.0M | 0.97% | +21,224+52.7% | Added |
| Point72 Middle East FZE | 61,953 | $13.1M | 0.73% | +61,953 | New |
| Lyell Wealth Management, LP | 62,675 | $13.2M | 1.69% | +391+0.6% | Added |
| Fulton Breakefield Broenniman LLC | 62,725 | $13.3M | 1.10% | −6,519−9.4% | Reduced |
| Kingsview Wealth Management, LLC | 62,984 | $13.3M | 0.52% | +2,171+3.6% | Added |
| Ethic Inc. | 63,659 | $13.4M | 0.50% | +8,395+15.2% | Added |
| Atria Wealth Solutions, Inc. | 63,728 | $13.5M | 0.18% | +7,495+13.3% | Added |
| JustInvest LLC | 64,281 | $13.6M | 0.42% | +4,017+6.7% | Added |
| Sit Investment Associates Inc | 64,368 | $13.6M | 0.36% | +462+0.7% | Added |
| Cornerstone Advisors, LLC | 64,900 | $13.7M | 0.65% | −50,100−43.6% | Reduced |
| Gotham Asset Management, LLC | 64,961 | $13.7M | 0.30% | +2,986+4.8% | Added |
| Umb Bank N A | 65,160 | $13.8M | 0.21% | +31,243+92.1% | Added |
| Parallel Advisors, LLC | 65,251 | $13.8M | 0.44% | +4,702+7.8% | Added |
| Schonfeld Strategic Advisors LLC | 65,637 | $13.9M | 0.12% | −172,463−72.4% | Reduced |
| Middleton & Co Inc | 65,815 | $13.9M | 1.84% | −581−0.9% | Reduced |
| Dash Acquisitions Inc. | 66,139 | $14.0M | 5.54% | +2,716+4.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $14.0M | 2.17% | 00.0% | Unchanged |
| GAM Holding AG | 66,819 | $14.1M | 0.97% | +47,600+247.7% | Added |
| Private Advisor Group, LLC | 66,280 | $14.1M | 0.12% | +4,874+7.9% | Added |
| Washington Trust Co | 66,935 | $14.1M | 0.60% | +1,410+2.2% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 67,000 | $14.2M | 1.25% | +31,000+86.1% | Added |
| Cullen/Frost Bankers, Inc. | 67,290 | $14.2M | 0.24% | −4,149−5.8% | Reduced |
| Lido Advisors, LLC | 67,629 | $14.3M | 0.16% | −2,173−3.1% | Reduced |
| Jefferies Financial Group Inc. | 67,993 | $14.4M | 0.31% | −42,358−38.4% | Reduced |
| Mercer Global Advisors Inc | 68,283 | $14.4M | 0.06% | +3,047+4.7% | Added |
| Perigon Wealth Management, LLC | 68,369 | $14.4M | 0.57% | +190.0% | Added |
| Trybe Capital Management LP | 68,871 | $14.5M | 8.44% | +9,978+16.9% | Added |
| Motley Fool Asset Management LLC | 69,871 | $14.8M | 1.31% | +832+1.2% | Added |
| Azimuth Capital Investment Management LLC | 69,953 | $14.8M | 0.70% | −848−1.2% | Reduced |
| Toroso Investments, LLC | 70,250 | $14.8M | 0.44% | +26,850+61.9% | Added |
| Hartford Investment Management Co | 71,466 | $15.1M | 0.57% | −15,530−17.9% | Reduced |
| TD Waterhouse Canada Inc. | 69,992 | $15.1M | 0.15% | −16,542−19.1% | Reduced |
| Maryland State Retirement & Pension System | 72,312 | $15.3M | 0.32% | −3,882−5.1% | Reduced |
| Anchor Capital Advisors LLC | 72,456 | $15.3M | 0.40% | −6,998−8.8% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $15.3M | 0.87% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 72,695 | $15.4M | 2.94% | −1,575−2.1% | Reduced |
| Cidel Asset Management Inc | 73,694 | $15.6M | 0.71% | −12,400−14.4% | Reduced |
| Commerzbank Aktiengesellschaft | 73,811 | $15.6M | 0.76% | −1,691−2.2% | Reduced |
| Community Trust & Investment Co | 73,921 | $15.6M | 1.25% | −563−0.8% | Reduced |
| Old National Bancorp | 75,738 | $16.0M | 0.46% | +10,925+16.9% | Added |
| Paragon Capital Management Ltd | 76,081 | $16.1M | 3.48% | −3,536−4.4% | Reduced |
| Oregon Public Employees Retirement Fund | 76,217 | $16.1M | 0.19% | −1,254−1.6% | Reduced |
| Artemis Investment Management LLP | 76,369 | $16.1M | 0.21% | −34,415−31.1% | Reduced |
| Achmea Investment Management B.V. | 76,422 | $16.1M | 0.34% | +26,208+52.2% | Added |
| CCM Investment Advisers LLC | 76,629 | $16.2M | 2.17% | −690−0.9% | Reduced |
| Credit Agricole S A | 77,050 | $16.3M | 0.53% | −17,029−18.1% | Reduced |
| Oribel Capital Management, LP | 77,500 | $16.4M | 1.53% | +77,500 | New |
| Kentucky Retirement Systems | 78,716 | $16.6M | 0.56% | −351−0.4% | Reduced |
| Capital International Sarl | 78,840 | $16.7M | 0.75% | +24,420+44.9% | Added |
| Securian Asset Management, Inc | 79,871 | $16.9M | 0.43% | −2,966−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 80,016 | $16.9M | 0.33% | +25,273+46.2% | Added |
| Capital International Ltd | 80,550 | $17.0M | 0.95% | +16,798+26.3% | Added |
| Elo Mutual Pension Insurance Co | 82,180 | $17.4M | 0.51% | +4,753+6.1% | Added |
| Boston Common Asset Management, LLC | 82,575 | $17.4M | 0.37% | −15,980−16.2% | Reduced |
| Insight Holdings Group, LLC | 82,900 | $17.5M | 0.40% | −21,100−20.3% | Reduced |
| Dana Investment Advisors, Inc. | 83,047 | $17.5M | 0.86% | +65,446+371.8% | Added |
| Boston Family Office LLC | 83,433 | $17.6M | 1.35% | +468+0.6% | Added |
| MMBG Investment Advisors Co. | 83,339 | $17.7M | 2.15% | −10,690−11.4% | Reduced |
| Harvest Portfolios Group Inc. | 83,925 | $17.7M | 0.81% | −9,752−10.4% | Reduced |
| RDST Capital LLC | 84,000 | $17.7M | 7.30% | +2,550+3.1% | Added |
| Pittenger & Anderson Inc | 84,142 | $17.8M | 0.86% | −47−0.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $18.0M | 0.23% | +5,000+6.3% | Added |
| ClariVest Asset Management LLC | 85,140 | $18.0M | 0.90% | −17,991−17.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 85,556 | $18.1M | 0.72% | −1,045−1.2% | Reduced |
| Norinchukin Bank, The | 86,911 | $18.4M | 0.31% | +8,757+11.2% | Added |
| Jag Capital Management, LLC | 87,700 | $18.5M | 2.14% | +21,288+32.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 88,368 | $18.7M | 0.39% | −2,448−2.7% | Reduced |
| NewEdge Wealth, LLC | 88,419 | $18.7M | 0.62% | −37,457−29.8% | Reduced |
| Abner Herrman & Brock LLC | 88,814 | $18.8M | 2.75% | +88,814 | New |
| MML Investors Services, LLC | 88,830 | $18.8M | 0.10% | +13,135+17.4% | Added |
| Columbus Hill Capital Management, L.P. | 89,500 | $18.9M | 6.26% | −5,500−5.8% | Reduced |
| Ithaka Group LLC | 89,685 | $18.9M | 3.96% | −9,338−9.4% | Reduced |
| Front Barnett Associates LLC | 90,098 | $19.0M | 2.15% | −1,583−1.7% | Reduced |
| Cambridge Trust Co | 90,263 | $19.1M | 0.86% | −7,265−7.4% | Reduced |
| British Columbia Investment Management Corp | 90,365 | $19.1M | 0.18% | +943+1.1% | Added |
| Jupiter Asset Management Ltd | 91,158 | $19.3M | 0.21% | +91,158 | New |
| Capital Group Investment Management Pte. Ltd. | 91,749 | $19.4M | 0.96% | +78,336+584.0% | Added |
| Wealthfront Advisers LLC | 92,036 | $19.4M | 0.08% | +2,707+3.0% | Added |
| Sequoia Financial Advisors, LLC | 92,120 | $19.5M | 0.33% | +15,321+19.9% | Added |
| Governors Lane LP | 93,103 | $19.7M | 4.75% | −146,808−61.2% | Reduced |
| Kestra Advisory Services, LLC | 93,981 | $19.9M | 0.20% | +5,861+6.7% | Added |
| Bank of Nova Scotia | 94,536 | $20.0M | 0.05% | +4,337+4.8% | Added |