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; 2,492 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 1,027 | $219.5K | 0.07% | −10−1.0% | Reduced |
| Trinity Financial Advisors LLC | 1,039 | $219.5K | 0.12% | +1,039 | New |
| Gordian Capital Singapore Pte Ltd | 1,042 | $220.1K | 0.31% | −550−34.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,042 | $220.1K | 0.15% | −186−15.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,047 | $221.0K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,047 | $221.0K | 0.02% | +444+73.6% | Added |
| Trellis Advisors, LLC | 1,049 | $221.6K | 0.10% | +3+0.3% | Added |
| BIP Wealth, LLC | 1,052 | $222.2K | 0.02% | +1,052 | New |
| Ancora Advisors, LLC | 1,054 | $222.6K | 0.01% | +26+2.5% | Added |
| Guardian Wealth Advisors, LLC | 1,054 | $222.7K | 0.04% | +1,054 | New |
| C2C Wealth Management, LLC | 973 | $222.9K | 0.03% | +973 | New |
| Three Bridge Wealth Advisors, LLC | 1,056 | $223.1K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,058 | $223.5K | 0.02% | +10+1.0% | Added |
| Northeast Investment Management | 1,063 | $224.6K | 0.01% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $224.6K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,069 | $225.8K | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,072 | $226.5K | 0.06% | +1,072 | New |
| Advisors Capital Management, LLC | 1,081 | $228.0K | 0.01% | +1,081 | New |
| Westmount Partners, LLC | 1,081 | $228.4K | 0.10% | −51−4.5% | Reduced |
| NFP Retirement, Inc. | 1,081 | $228.4K | 0.04% | +23+2.2% | Added |
| Carson Advisory Inc. | 1,082 | $228.6K | 0.19% | +1,082 | New |
| Benedetti & Gucer, Inc. | 1,083 | $229.0K | 0.12% | +1,083 | New |
| JB Capital LLC | 1,084 | $229.0K | 0.02% | +70+6.9% | Added |
| Summit X, LLC | 1,084 | $229.0K | 0.06% | +50+4.8% | Added |
| Epiq Partners, LLC | 1,091 | $230.5K | 0.16% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,092 | $230.7K | 0.21% | −3,461−76.0% | Reduced |
| Belfer Management LLC | 1,096 | $231.6K | 6.15% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,098 | $232.0K | 0.09% | +17+1.6% | Added |
| Dohj, LLC | 1,099 | $232.2K | 0.10% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 1,101 | $232.6K | 0.20% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,109 | $234.3K | 0.12% | +1,063+2,310.9% | Added |
| Evanson Asset Management, LLC | 1,116 | $235.8K | 0.02% | +1,116 | New |
| Holderness Investments Co | 1,117 | $236.0K | 0.09% | +25+2.3% | Added |
| Cypress Capital Management LLC (WY) | 1,120 | $236.6K | 0.26% | −300−21.1% | Reduced |
| Delta Financial Group, Inc. | 1,121 | $237.0K | 0.28% | +1,121 | New |
| Phillips Wealth Planners LLC | 1,122 | $237.0K | 0.31% | −5−0.4% | Reduced |
| Forte Asset Management LLC | 1,125 | $237.7K | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,129 | $238.5K | 0.12% | −256−18.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,131 | $238.9K | 0.05% | −23−2.0% | Reduced |
| Clear Creek Financial Management, LLC | 1,134 | $239.6K | 0.04% | −69−5.7% | Reduced |
| SevenBridge Financial Group, LLC | 1,135 | $239.8K | 0.06% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,135 | $240.0K | 0.02% | −30−2.6% | Reduced |
| Peddock Capital Advisors, LLC | 1,137 | $240.2K | 0.08% | +8+0.7% | Added |
| Outlook Wealth Advisors, LLC | 1,139 | $240.6K | 0.09% | +1,139 | New |
| Chilton Investment Co LLC | 1,140 | $240.8K | 0.01% | +1,140 | New |
| Windsor Group LTD | 1,140 | $241.0K | 0.04% | +2+0.2% | Added |
| Hamilton Capital, LLC | 1,142 | $241.3K | 0.02% | +1,142 | New |
| Vawter Financial, Ltd. | 1,143 | $241.5K | 0.21% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,144 | $241.7K | 0.29% | −55−4.6% | Reduced |
| Highview Capital Management LLC | 1,144 | $241.7K | 0.13% | +39+3.5% | Added |
| Lantz Financial LLC | 1,147 | $242.3K | 0.09% | +95+9.0% | Added |
| First Growth Investment Manager LP | 1,150 | $242.9K | 0.42% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,150 | $242.9K | 0.06% | +615+115.0% | Added |
| Rathbone Brothers plc | 1,152 | $243.4K | 0.00% | −1,503−56.6% | Reduced |
| WBH Advisory Inc | 1,162 | $245.5K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 1,163 | $245.7K | 0.22% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,154 | $247.6K | 0.05% | −22−1.9% | Reduced |
| Journey Strategic Wealth LLC | 1,180 | $249.3K | 0.01% | −911−43.6% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $249.3K | 0.30% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,182 | $249.7K | 0.43% | +5+0.4% | Added |
| Yoder Wealth Management, Inc. | 1,182 | $249.7K | 0.20% | +60+5.3% | Added |
| City State Bank | 1,182 | $250.0K | 0.13% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,184 | $250.1K | 0.22% | −1,564−56.9% | Reduced |
| DSC Advisors, L.P. | 1,184 | $250.1K | 0.39% | +130+12.3% | Added |
| Zhang Financial LLC | 1,138 | $250.4K | 0.03% | +1,138 | New |
| Klingenstein Fields & Co LP | 1,189 | $251.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,189 | $251.2K | 0.13% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,191 | $251.6K | 0.10% | +79+7.1% | Added |
| Five Oceans Advisors | 1,192 | $251.8K | 0.16% | +3+0.3% | Added |
| Formidable Asset Management, LLC | 1,191 | $252.0K | 0.05% | −44−3.6% | Reduced |
| Traynor Capital Management, Inc. | 1,194 | $252.2K | 0.03% | −90−7.0% | Reduced |
| Princeton Capital Management LLC | 1,198 | $253.1K | 0.11% | +25+2.1% | Added |
| Abacus Planning Group, Inc. | 1,199 | $253.3K | 0.06% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 1,200 | $253.5K | 0.06% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,208 | $255.2K | 0.20% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,211 | $255.9K | 0.00% | −229−15.9% | Reduced |
| Capital Planning Advisors, LLC | 1,214 | $256.5K | 0.05% | −14−1.1% | Reduced |
| Heritage Wealth Advisors | 1,214 | $256.5K | 0.01% | −11−0.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,220 | $257.7K | 0.05% | −22−1.8% | Reduced |
| Thrive Capital Management, LLC | 1,220 | $257.7K | 0.15% | +1,220 | New |
| JSF Financial, LLC | 1,223 | $258.4K | 0.09% | +20+1.7% | Added |
| Terry L. Blaker | 1,224 | $258.6K | 0.02% | +1+0.1% | Added |
| Bellecapital International Ltd. | 1,224 | $258.6K | 0.06% | −2,008−62.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,224 | $258.6K | 0.12% | +1,224 | New |
| TBH Global Asset Management, LLC | 1,232 | $260.3K | 0.05% | −105−7.9% | Reduced |
| Glassman Wealth Services | 1,235 | $260.9K | 0.04% | +41+3.4% | Added |
| Forte Capital LLC | 1,236 | $261.1K | 0.04% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 1,241 | $262.2K | 0.06% | +125+11.2% | Added |
| JJJ Advisors Inc. | 1,243 | $262.6K | 0.07% | +20+1.6% | Added |
| FFT Wealth Management LLC | 1,244 | $262.8K | 0.03% | +11+0.9% | Added |
| Concord Wealth Partners | 1,247 | $263.4K | 0.06% | +111+9.8% | Added |
| Gemmer Asset Management LLC | 1,249 | $263.9K | 0.04% | +125+11.1% | Added |
| Armstrong, Fleming & Moore, Inc | 1,249 | $263.9K | 0.24% | +1,249 | New |
| Beaton Management Co. Inc. | 1,250 | $264.0K | 0.17% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,254 | $264.9K | 0.23% | +1,254 | New |
| Benjamin Edwards Inc | 1,260 | $266.0K | 0.06% | −309−19.7% | Reduced |
| Element Wealth, LLC | 1,260 | $266.2K | 0.19% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,261 | $266.5K | 0.20% | +1,261 | New |
| Seven Mile Advisory | 1,264 | $267.0K | 0.31% | +1,264 | New |
| Sitrin Capital Management LLC | 1,266 | $267.5K | 0.15% | −236−15.7% | Reduced |