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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 1,279 | $268.1K | 0.10% | +88+7.4% | Added |
| Curi Capital | 1,269 | $268.1K | 0.04% | −20−1.6% | Reduced |
| West Michigan Advisors, LLC | 1,280 | $270.4K | 0.11% | +18+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,284 | $271.3K | 0.03% | −87−6.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,286 | $271.7K | 0.06% | −1,457−53.1% | Reduced |
| Ridgewood Investments LLC | 1,299 | $274.4K | 0.16% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,304 | $275.5K | 0.08% | +57+4.6% | Added |
| Private Capital Management LLC | 1,304 | $275.5K | 0.08% | +45+3.6% | Added |
| Mengis Capital Management, Inc. | 1,310 | $276.8K | 0.06% | −200−13.2% | Reduced |
| Banco de Sabadell, S.A | 1,309 | $277.0K | 0.22% | −111−7.8% | Reduced |
| LJI Wealth Management, LLC | 1,313 | $277.4K | 0.08% | 00.0% | Unchanged |
| Somerset Group LLC | 1,316 | $278.0K | 0.23% | −44−3.2% | Reduced |
| Fort Sheridan Advisors LLC | 1,318 | $278.4K | 0.06% | +35+2.7% | Added |
| Kolinsky Wealth Management, LLC | 1,327 | $279.2K | 0.26% | +1,327 | New |
| First National Bank Sioux Falls | 1,324 | $279.7K | 0.18% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,325 | $279.9K | 0.25% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,328 | $280.6K | 0.14% | −1−0.1% | Reduced |
| Elgethun Capital Management | 1,339 | $282.9K | 0.09% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,340 | $283.1K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,341 | $283.3K | 0.16% | +135+11.2% | Added |
| AllSquare Wealth Management LLC | 1,296 | $283.7K | 0.18% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,345 | $284.0K | 0.39% | +1,345 | New |
| Powers Advisory Group, LLC | 1,345 | $284.1K | 0.19% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,350 | $285.2K | 0.06% | +145+12.0% | Added |
| First Heartland Consultants, Inc. | 1,351 | $285.4K | 0.04% | −248−15.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,355 | $286.3K | 0.06% | −638−32.0% | Reduced |
| Advus Financial Partners, LLC | 1,361 | $287.5K | 0.11% | +22+1.6% | Added |
| Farmers & Merchants Investments Inc | 1,365 | $288.4K | 0.01% | −165−10.8% | Reduced |
| Creative Financial Designs Inc | 1,374 | $290.3K | 0.03% | +61+4.6% | Added |
| Larson Financial Group LLC | 1,377 | $290.9K | 0.03% | −1,325−49.0% | Reduced |
| Well Done, LLC | 1,377 | $290.9K | 0.06% | −192−12.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,377 | $290.9K | 0.00% | +87+6.7% | Added |
| Evermay Wealth Management LLC | 1,379 | $291.3K | 0.06% | −10−0.7% | Reduced |
| Delphia (USA) Inc. | 1,380 | $291.4K | 0.46% | −931−40.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,380 | $291.5K | 0.10% | +36+2.7% | Added |
| Teza Capital Management LLC | 1,381 | $291.8K | 0.05% | +1,381 | New |
| Ironwood Investment Counsel, LLC | 1,385 | $292.6K | 0.07% | −161−10.4% | Reduced |
| Curated Wealth Partners LLC | 1,385 | $292.6K | 0.06% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,390 | $293.7K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Group | 1,398 | $294.0K | 0.04% | +1,398 | New |
| Harbour Investments, Inc. | 1,392 | $294.1K | 0.01% | −6,451−82.3% | Reduced |
| SPC Financial, Inc. | 1,396 | $294.9K | 0.03% | −10−0.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,399 | $295.6K | 0.15% | +10+0.7% | Added |
| Dorchester Wealth Management Co | 1,400 | $295.8K | 0.06% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,403 | $296.4K | 0.14% | +1,403 | New |
| Ewa, LLC | 1,405 | $296.8K | 0.20% | +53+3.9% | Added |
| Crumly & Associates Inc. | 1,408 | $297.5K | 0.12% | +1,408 | New |
| Opes Wealth Management LLC | 1,415 | $298.9K | 0.08% | +304+27.4% | Added |
| Aigen Investment Management, LP | 1,416 | $299.1K | 0.04% | +1,416 | New |
| Cobblestone Capital Advisors LLC | 1,417 | $299.4K | 0.02% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,840 | $299.6K | 0.26% | +115+6.7% | Added |
| Hoylecohen, LLC | 1,421 | $300.2K | 0.03% | +100+7.6% | Added |
| Semus Wealth Partners LLC | 1,422 | $300.4K | 0.28% | −79−5.3% | Reduced |
| Klingman & Associates, LLC | 1,422 | $300.4K | 0.02% | +176+14.1% | Added |
| Joel Isaacson & Co., LLC | 1,423 | $300.6K | 0.02% | +32+2.3% | Added |
| Tradition Wealth Management, LLC | 1,426 | $301.0K | 0.04% | +51+3.7% | Added |
| Continuum Advisory, LLC | 1,429 | $301.9K | 0.05% | −53−3.6% | Reduced |
| Avenue 1 Advisors, LLC | 1,429 | $301.9K | 0.14% | +95+7.1% | Added |
| Trustmark National Bank Trust Department | 1,430 | $302.1K | 0.03% | +15+1.1% | Added |
| Enterprise Financial Services Corp | 1,432 | $302.5K | 0.19% | +2+0.1% | Added |
| TCI Wealth Advisors, Inc. | 1,434 | $302.9K | 0.04% | −27−1.8% | Reduced |
| Summit Global Investments | 1,432 | $303.0K | 0.02% | +1,432 | New |
| High Note Wealth, LLC | 1,440 | $304.2K | 0.12% | −1−0.1% | Reduced |
| DC Investments Management, LLC | 1,441 | $304.4K | 0.35% | −132−8.4% | Reduced |
| Eudaimonia Partners, LLC | 1,442 | $304.6K | 0.07% | −399−21.7% | Reduced |
| Main Street Financial Solutions, LLC | 1,442 | $304.7K | 0.04% | −24−1.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,444 | $305.1K | 0.07% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,451 | $306.5K | 0.05% | +18+1.3% | Added |
| Aspen Grove Capital, LLC | 1,461 | $308.7K | 0.10% | +345+30.9% | Added |
| Waddell & Associates, LLC | 1,462 | $308.9K | 0.05% | 00.0% | Unchanged |
| King Wealth | 1,464 | $309.0K | 0.06% | −48−3.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,463 | $309.1K | 0.01% | +1,463 | New |
| Addison Advisors LLC | 1,464 | $309.3K | 0.15% | +14+1.0% | Added |
| LaSalle St. Investment Advisors, LLC | 1,468 | $310.0K | 0.14% | +137+10.3% | Added |
| Capital Markets Trading UK LLP | 1,468 | $310.0K | 0.23% | +1,468 | New |
| Cookson Peirce & Co Inc | 1,473 | $311.0K | 0.02% | +1,473 | New |
| Ferguson Wellman Capital Management, Inc | 1,473 | $311.2K | 0.01% | +309+26.5% | Added |
| Paladin Advisory Group, LLC | 1,474 | $311.4K | 0.25% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,484 | $313.6K | 0.02% | +36+2.5% | Added |
| Waters Parkerson & Co., LLC | 1,487 | $314.0K | 0.02% | −44−2.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,488 | $314.4K | 0.06% | −263−15.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,488 | $314.4K | 0.14% | +1,488 | New |
| Founders Financial Alliance, LLC | 1,494 | $315.6K | 0.12% | +415+38.5% | Added |
| Canton Hathaway, LLC | 1,498 | $316.0K | 0.10% | −15−1.0% | Reduced |
| Capricorn Fund Managers Ltd | 1,500 | $316.9K | 0.11% | −4,643−75.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $316.9K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,504 | $317.7K | 0.16% | +230+18.1% | Added |
| Stonebridge Financial Planning Group, LLC | 1,505 | $317.9K | 0.19% | −263−14.9% | Reduced |
| Retirement Income Solutions, Inc | 1,510 | $319.0K | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,511 | $319.2K | 0.04% | +190+14.4% | Added |
| Marino, Stram & Associates LLC | 1,512 | $319.4K | 0.09% | +38+2.6% | Added |
| Jackson Square Capital, LLC | 1,514 | $319.8K | 0.13% | +1,514 | New |
| Lee Danner & Bass Inc | 1,515 | $320.0K | 0.03% | +44+3.0% | Added |
| Vantage Consulting Group Inc | 1,516 | $320.3K | 0.18% | −448−22.8% | Reduced |
| Syntax Advisors, LLC | 1,516 | $320.3K | 0.26% | −448−22.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,518 | $320.7K | 0.03% | +179+13.4% | Added |
| WMS Partners, LLC | 1,521 | $321.3K | 0.03% | −129−7.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,522 | $321.5K | 0.14% | −14−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,523 | $322.0K | 0.01% | −60,345−97.5% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $322.2K | 0.29% | 00.0% | Unchanged |