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; 2,491 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
- 2,301
- +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
- 884 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 | 2,491 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| First Command Bank | 505 | $106.7K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 505 | $106.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 516 | $109.0K | 0.03% | −11−2.1% | Reduced |
| Baldwin Brothers Inc | 527 | $111.3K | 0.01% | −157−23.0% | Reduced |
| Optimum Investment Advisors | 535 | $113.0K | 0.06% | −100−15.7% | Reduced |
| Earnest Partners LLC | 536 | $113.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 537 | $113.4K | 0.05% | −32−5.6% | Reduced |
| Hall Laurie J Trustee | 545 | $115.0K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 547 | $115.6K | 0.68% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 554 | $117.2K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 571 | $120.6K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 585 | $123.6K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 588 | $125.0K | 0.01% | +588 | New |
| Allianz Asset Management GmbH | 592,215 | $125.1K | 0.00% | +203,722+52.4% | Added |
| SRS Capital Advisors, Inc. | 596 | $125.9K | 0.02% | +335+128.4% | Added |
| Globeflex Capital L P | 600 | $126.8K | 0.01% | +600 | New |
| Gables Capital Management Inc. | 616 | $130.1K | 0.09% | +590+2,269.2% | Added |
| Blume Capital Management, Inc. | 625 | $132.0K | 0.04% | +25+4.2% | Added |
| Financial Management Professionals, Inc. | 634 | $134.0K | 0.02% | −88−12.2% | Reduced |
| Manchester Capital Management LLC | 636 | $134.4K | 0.02% | +14+2.3% | Added |
| Core Alternative Capital | 638 | $134.8K | 0.02% | −95−13.0% | Reduced |
| KB Financial Partners, LLC | 645 | $136.0K | 0.04% | +578+862.7% | Added |
| LFA - Lugano Financial Advisors SA | 660 | $139.4K | 0.09% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 661 | $139.6K | 0.07% | +325+96.7% | Added |
| Wellington Shields & Co., LLC | 686 | $144.9K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 688 | $145.3K | 0.05% | +10+1.5% | Added |
| Union Investments & Development Ltd. | 700 | $147.9K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 702 | $148.3K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 662 | $148.5K | 0.02% | +92+16.1% | Added |
| Worth Asset Management, LLC | 706 | $149.2K | 0.11% | +622+740.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 709 | $149.9K | 0.00% | +23+3.4% | Added |
| West Paces Advisors Inc. | 726 | $153.4K | 0.05% | −73−9.1% | Reduced |
| Fairfield, Bush & Co. | 726 | $153.4K | 0.04% | +726 | New |
| Colonial Trust Co | 728 | $153.8K | 0.04% | +198+37.4% | Added |
| Capital Advisors, Ltd. LLC | 727 | $154.0K | 0.02% | +540+288.8% | Added |
| Resurgent Financial Advisors LLC | 759 | $160.3K | 0.11% | +1+0.1% | Added |
| Rock Creek Group, LP | 765 | $161.6K | 0.02% | +237+44.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $164.4K | 0.10% | 00.0% | Unchanged |
| AM Squared Ltd | 800 | $169.0K | 0.19% | −3,400−81.0% | Reduced |
| United Community Bank | 840 | $177.5K | 0.16% | +840 | New |
| Beacon Capital Management, LLC | 848 | $179.1K | 0.05% | +196+30.1% | Added |
| Activest Wealth Management | 835 | $180.2K | 0.13% | +567+211.6% | Added |
| MV Capital Management, Inc. | 853 | $180.2K | 0.02% | +61+7.7% | Added |
| Focused Wealth Management, Inc | 857 | $181.1K | 0.03% | −100−10.4% | Reduced |
| TFC Financial Management | 876 | $185.1K | 0.05% | −108−11.0% | Reduced |
| Front Row Advisors LLC | 906 | $191.0K | 0.08% | −75−7.6% | Reduced |
| ICA Group Wealth Management, LLC | 908 | $191.8K | 0.05% | −840−48.1% | Reduced |
| Hexagon Capital Partners LLC | 925 | $195.4K | 0.05% | −12−1.3% | Reduced |
| Stephens Investment Management Group LLC | 942 | $199.0K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 948 | $200.3K | 0.02% | −162−14.6% | Reduced |
| Intrepid Financial Planning Group LLC | 948 | $200.3K | 0.10% | +948 | New |
| Sweet Financial Partners, LLC | 953 | $201.3K | 0.05% | +953 | New |
| Apriem Advisors | 955 | $201.8K | 0.03% | −200−17.3% | Reduced |
| Forza Wealth Management, LLC | 957 | $202.2K | 0.10% | +957 | New |
| Clifford Group, LLC | 957 | $202.2K | 0.22% | +957 | New |
| Enzi Wealth | 878 | $202.3K | 0.10% | +878 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 962 | $203.0K | 0.02% | +962 | New |
| Summit Wealth Group, LLC | 965 | $204.0K | 0.08% | −191,823−99.5% | Reduced |
| Good Life Advisors, LLC | 969 | $204.7K | 0.02% | −99−9.3% | Reduced |
| Pegasus Partners Ltd. | 970 | $204.9K | 0.03% | +970 | New |
| Townsend & Associates, Inc | 908 | $205.2K | 0.05% | +908 | New |
| Oak Hill Wealth Advisors, LLC | 972 | $205.3K | 0.08% | +972 | New |
| Wellspring Financial Advisors, LLC | 974 | $205.8K | 0.06% | +974 | New |
| Centric Wealth Management | 969 | $206.2K | 0.08% | −257−21.0% | Reduced |
| McDonald Partners LLC | 979 | $206.8K | 0.06% | −371−27.5% | Reduced |
| Cornerstone Advisory, LLC | 980 | $207.0K | 0.04% | −179−15.4% | Reduced |
| White Pine Capital LLC | 980 | $207.0K | 0.08% | +980 | New |
| American Trust | 980 | $207.0K | 0.01% | +980 | New |
| Rockingstone Advisors LLC | 992 | $209.6K | 0.12% | +992 | New |
| Gradient Capital Advisors, LLC | 994 | $210.0K | 0.08% | +994 | New |
| Weybosset Research & Management LLC | 995 | $210.0K | 0.08% | −620−38.4% | Reduced |
| Phocas Financial Corp. | 995 | $210.2K | 0.03% | +995 | New |
| Verum Partners LLC | 995 | $210.2K | 0.19% | +995 | New |
| Sage Private Wealth Group, LLC | 996 | $210.4K | 0.29% | +996 | New |
| Liberty Wealth Management LLC | 998 | $210.8K | 0.05% | −525−34.5% | Reduced |
| Cottage Street Advisors LLC | 998 | $210.8K | 0.15% | +998 | New |
| Hodges Capital Management Inc. | 0 | $211.0K | 0.01% | −1,200−100.0% | Reduced |
| Sigma Investment Counselors Inc | 1,000 | $211.3K | 0.02% | −38−3.7% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $211.3K | 0.03% | −3−0.3% | Reduced |
| Price Jennifer C. | 1,000 | $211.3K | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,000 | $211.3K | 0.02% | +1,000 | New |
| Affinity Capital Advisors, LLC | 1,000 | $211.3K | 0.06% | +1,000 | New |
| CV Advisors LLC | 1,000 | $211.3K | 0.17% | +1,000 | New |
| Wealth Architects, LLC | 1,002 | $211.7K | 0.03% | +1,002 | New |
| Select Asset Management & Trust | 1,005 | $212.0K | 0.13% | +1,005 | New |
| Account Management LLC | 1,005 | $212.3K | 0.28% | −85−7.8% | Reduced |
| Aveo Capital Partners, LLC | 1,009 | $213.2K | 0.03% | +1,009 | New |
| Journey Advisory Group, LLC | 1,009 | $213.2K | 0.03% | −199−16.5% | Reduced |
| Frisch Financial Group, Inc. | 1,014 | $214.0K | 0.10% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,013 | $214.0K | 0.04% | +1,013 | New |
| Clifford Swan Investment Counsel LLC | 1,017 | $214.9K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 1,017 | $214.9K | 0.02% | +1,017 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,018 | $215.1K | 0.10% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,022 | $215.9K | 0.04% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,025 | $216.5K | 0.18% | 00.0% | Unchanged |
| KWB Wealth | 1,026 | $216.8K | 0.03% | +1,026 | New |
| Sittner & Nelson, LLC | 1,028 | $217.2K | 0.12% | +36+3.6% | Added |
| Ziegler Capital Management, LLC | 1,031 | $217.8K | 0.01% | −53−4.9% | Reduced |
| Mattern Wealth Management LLC | 1,035 | $218.7K | 0.06% | −250−19.5% | Reduced |
| Monticello Wealth Management, LLC | 1,037 | $219.1K | 0.02% | +1,037 | New |