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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 95,588 | $20.2M | 0.85% | −8,183−7.9% | Reduced |
| Braun Stacey Associates Inc | 95,634 | $20.2M | 0.94% | −67,740−41.5% | Reduced |
| Atria Investments LLC | 95,952 | $20.3M | 0.37% | +7,348+8.3% | Added |
| Tiaa, FSB | 96,035 | $20.3M | 0.07% | +8,407+9.6% | Added |
| Cubist Systematic Strategies, LLC | 96,570 | $20.4M | 0.23% | +96,200+26,000.0% | Added |
| Cetera Advisors LLC | 97,075 | $20.5M | 0.32% | +1,839+1.9% | Added |
| Davidson Investment Advisors | 97,632 | $20.6M | 1.30% | −382−0.4% | Reduced |
| Whittier Trust Co | 97,678 | $20.6M | 0.36% | +25,765+35.8% | Added |
| Light Street Capital Management, LLC | 98,495 | $20.8M | 5.51% | −18,305−15.7% | Reduced |
| Chilton Capital Management LLC | 98,675 | $20.8M | 1.15% | +5,221+5.6% | Added |
| AE Wealth Management LLC | 99,408 | $21.0M | 0.13% | +3,316+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 100,932 | $21.3M | 0.32% | +3,973+4.1% | Added |
| Tokio Marine Asset Management Co Ltd | 101,368 | $21.4M | 1.37% | −6,042−5.6% | Reduced |
| NS Partners Ltd | 101,407 | $21.4M | 1.13% | −396−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 95,096 | $21.5M | 0.46% | +46,399+95.3% | Added |
| TCTC Holdings, LLC | 101,697 | $21.5M | 0.86% | +850+0.8% | Added |
| Thomasville National Bank | 103,276 | $21.8M | 2.08% | +917+0.9% | Added |
| Brinker Capital Investments, LLC | 103,603 | $21.9M | 0.23% | −16,096−13.4% | Reduced |
| Orion Portfolio Solutions, LLC | 103,603 | $21.9M | 0.23% | −16,096−13.4% | Reduced |
| Factory Mutual Insurance Co | 104,300 | $22.0M | 0.33% | 00.0% | Unchanged |
| Sycomore Asset Management | 104,058 | $22.1M | 5.16% | −9,366−8.3% | Reduced |
| Honeycomb Asset Management LP | 105,000 | $22.2M | 4.07% | +105,000 | New |
| Gulf International Bank (UK) Ltd | 105,387 | $22.3M | 0.55% | −30,821−22.6% | Reduced |
| Greenleaf Trust | 106,785 | $22.6M | 0.24% | −6,392−5.6% | Reduced |
| Nissay Asset Management Corp | 107,177 | $22.6M | 0.20% | −188,126−63.7% | Reduced |
| Akaris Global Partners, LP | 107,500 | $22.7M | 5.95% | −2,200−2.0% | Reduced |
| Prio Wealth Limited Partnership | 108,144 | $22.8M | 0.82% | −127,781−54.2% | Reduced |
| CWM, LLC | 108,533 | $22.9M | 0.14% | +2,187+2.1% | Added |
| Cresset Asset Management, LLC | 111,904 | $23.6M | 0.17% | +81,338+266.1% | Added |
| Howard Capital Management Group, LLC | 112,882 | $23.8M | 2.22% | −125−0.1% | Reduced |
| UniSuper Management Pty Ltd | 114,622 | $24.2M | 0.27% | +114,622 | New |
| MayTech Global Investments, LLC | 114,719 | $24.2M | 4.80% | +15,944+16.1% | Added |
| CIBC World Markets Corp | 114,737 | $24.2M | 0.20% | −7,741−6.3% | Reduced |
| Steel Peak Wealth Management LLC | 114,980 | $24.3M | 1.46% | −8,496−6.9% | Reduced |
| Czech National Bank | 115,897 | $24.5M | 0.56% | −1,935−1.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 116,708 | $24.7M | 0.81% | +6,851+6.2% | Added |
| United Capital Financial Advisers, LLC | 116,993 | $24.7M | 0.13% | −737−0.6% | Reduced |
| Guggenheim Capital LLC | 117,250 | $24.8M | 0.20% | −2,340−2.0% | Reduced |
| Guinness Asset Management LTD | 118,045 | $24.9M | 0.58% | +7,819+7.1% | Added |
| Cetera Advisor Networks LLC | 118,495 | $25.0M | 0.17% | +1,850+1.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 118,638 | $25.1M | 0.34% | −10,466−8.1% | Reduced |
| Silvant Capital Management LLC | 120,010 | $25.4M | 1.43% | +3,143+2.7% | Added |
| Stephens Inc | 120,702 | $25.5M | 0.46% | −4,410−3.5% | Reduced |
| Erste Asset Management GmbH | 121,756 | $25.6M | 0.45% | +6,951+6.1% | Added |
| State of Alaska, Department of Revenue | 121,325 | $25.6M | 0.31% | −16,463−11.9% | Reduced |
| Tocqueville Asset Management L.P. | 121,731 | $25.7M | 0.46% | −703−0.6% | Reduced |
| Pacer Advisors, Inc. | 121,956 | $25.8M | 0.10% | −9,092−6.9% | Reduced |
| Virginia Retirement Systems Et Al | 122,401 | $25.9M | 0.25% | +114,700+1,489.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 124,663 | $26.4M | 0.34% | +9,271+8.0% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 125,000 | $26.4M | 1.41% | −15,000−10.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 125,208 | $26.5M | 0.63% | +46,457+59.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,624 | $27.0M | 0.12% | +6,305+5.2% | Added |
| Franklin Street Advisors Inc | 128,893 | $27.2M | 2.31% | +18,947+17.2% | Added |
| GTS Securities LLC | 129,285 | $27.3M | 0.86% | +129,285 | New |
| Glenmede Trust Co NA | 136,999 | $27.4M | 0.16% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 129,997 | $27.5M | 0.26% | +9,333+7.7% | Added |
| M&T Bank Corp | 130,573 | $27.6M | 0.10% | −5,061−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 130,956 | $27.7M | 0.27% | +72,310+123.3% | Added |
| SG Americas Securities, LLC | 132,469 | $28.0M | 0.24% | +73,703+125.4% | Added |
| Capital Group Private Client Services, Inc. | 133,189 | $28.1M | 0.33% | +133,189 | New |
| Baader Bank INC | 134,303 | $28.4M | 2.46% | −6,710−4.8% | Reduced |
| Regions Financial Corp | 134,721 | $28.5M | 0.25% | +1,681+1.3% | Added |
| O'Neil Global Advisors, Inc. | 136,685 | $28.9M | 5.99% | +90,442+195.6% | Added |
| Capital International Inc | 137,908 | $29.1M | 0.53% | +101,941+283.4% | Added |
| Mutual of America Capital Management LLC | 140,839 | $29.8M | 0.34% | −2,241−1.6% | Reduced |
| Morningstar Investment Services LLC | 142,084 | $30.0M | 0.39% | −2,839−2.0% | Reduced |
| Yousif Capital Management, LLC | 142,063 | $30.0M | 0.36% | −338−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 142,141 | $30.0M | 0.44% | +15,099+11.9% | Added |
| Vancity Investment Management Ltd | 142,448 | $30.1M | 3.87% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $30.7M | 2.56% | 00.0% | Unchanged |
| Renaissance Group LLC | 149,494 | $31.6M | 1.36% | −1,110−0.7% | Reduced |
| New York Life Investment Management LLC | 154,039 | $32.5M | 0.34% | −3,298−2.1% | Reduced |
| Becker Capital Management Inc | 154,780 | $32.7M | 1.24% | −3,677−2.3% | Reduced |
| Tudor Investment Corp Et Al | 157,391 | $33.3M | 0.54% | +153,262+3,711.8% | Added |
| Connectus Wealth, LLC | 157,527 | $33.3M | 0.77% | +19,925+14.5% | Added |
| Kempen Capital Management N.V. | 157,925 | $33.4M | 0.60% | +2,313+1.5% | Added |
| Pinnacle Financial Partners Inc | 158,403 | $33.5M | 0.84% | +4,664+3.0% | Added |
| Polar Asset Management Partners Inc. | 160,000 | $33.8M | 0.67% | +116,500+267.8% | Added |
| ExodusPoint Capital Management, LP | 160,280 | $33.9M | 0.40% | +131,968+466.1% | Added |
| USS Investment Management Ltd | 160,599 | $33.9M | 0.40% | +1,741+1.1% | Added |
| Hollencrest Capital Management | 161,483 | $34.1M | 3.54% | −202−0.1% | Reduced |
| Utah Retirement Systems | 162,532 | $34.3M | 0.48% | −9,000−5.2% | Reduced |
| Hantz Financial Services, Inc. | 163,497 | $34.5M | 0.86% | −26,671−14.0% | Reduced |
| Natixis Investment Managers International | 164,945 | $34.8M | 2.58% | −49,205−23.0% | Reduced |
| Lannebo Fonder AB | 165,000 | $35.1M | 4.94% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 166,558 | $35.2M | 1.41% | −348−0.2% | Reduced |
| Coronation Fund Managers Ltd. | 167,127 | $35.3M | 0.95% | −183,603−52.3% | Reduced |
| Brown Advisory Inc | 168,554 | $35.6M | 0.06% | −3,744−2.2% | Reduced |
| CIBC World Markets Inc. | 169,380 | $35.8M | 0.12% | +31,149+22.5% | Added |
| Crestwood Advisors Group LLC | 169,848 | $35.9M | 1.13% | +19,440+12.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 170,055 | $35.9M | 0.44% | +300+0.2% | Added |
| Long Path Partners LP | 170,211 | $36.0M | 15.82% | −25,667−13.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 170,745 | $36.1M | 0.28% | +1,220+0.7% | Added |
| Davidson Kempner Capital Management LP | 171,000 | $36.1M | 0.76% | +171,000 | New |
| Atalanta Sosnoff Capital, LLC | 172,406 | $36.4M | 0.99% | −1,735−1.0% | Reduced |
| Aureus Asset Management, LLC | 172,607 | $36.5M | 2.73% | −6,509−3.6% | Reduced |
| Scotia Capital Inc. | 174,928 | $37.0M | 0.25% | −631−0.4% | Reduced |
| Huntington National Bank | 175,092 | $37.0M | 0.34% | +37,640+27.4% | Added |
| Financial Counselors Inc | 175,530 | $37.1M | 0.75% | −178−0.1% | Reduced |
| Alta Park Capital, LP | 177,471 | $37.5M | 4.23% | −33,576−15.9% | Reduced |