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 |
|---|---|---|---|---|---|
| Clarity Wealth Advisors, LLC | 1,528 | $322.8K | 0.15% | +40+2.7% | Added |
| Sovereign Financial Group, Inc. | 1,532 | $323.6K | 0.11% | −77−4.8% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $323.6K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,533 | $323.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,533 | $323.9K | 0.09% | +1,308+581.3% | Added |
| Adirondack Trust Co | 1,441 | $324.2K | 0.15% | +46+3.3% | Added |
| Waypoint Wealth Partners Inc. | 1,546 | $326.6K | 0.11% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,546 | $326.6K | 0.02% | +28+1.8% | Added |
| Ten Capital Wealth Advisors, LLC | 1,552 | $327.0K | 0.09% | +177+12.9% | Added |
| CNB Bank | 1,548 | $327.0K | 0.19% | +193+14.2% | Added |
| Ssi Investment Management LLC | 1,549 | $327.2K | 0.02% | −315−16.9% | Reduced |
| Kennedy Investment Group | 1,550 | $327.5K | 0.19% | −495−24.2% | Reduced |
| Pointe Capital Management LLC | 1,551 | $327.7K | 0.25% | +1,221+370.0% | Added |
| Salem Investment Counselors Inc | 1,556 | $328.8K | 0.01% | −67−4.1% | Reduced |
| Clear Street Markets LLC | 1,568 | $331.0K | 0.14% | +829+112.2% | Added |
| Hemenway Trust Co LLC | 1,585 | $334.8K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,587 | $335.3K | 0.17% | −36−2.2% | Reduced |
| Crewe Advisors LLC | 1,589 | $335.7K | 0.05% | −346−17.9% | Reduced |
| Insight Advisors, LLC | 1,593 | $336.5K | 0.08% | −772−32.6% | Reduced |
| Hartford Funds Management Co LLC | 1,599 | $337.8K | 0.03% | +207+14.9% | Added |
| Gyroscope Capital Management Group, LLC | 1,600 | $338.0K | 0.08% | +200+14.3% | Added |
| Brio Consultants, LLC | 1,605 | $339.1K | 0.06% | −11−0.7% | Reduced |
| Oxford Financial Group Ltd | 1,605 | $339.1K | 0.03% | +499+45.1% | Added |
| Arvest Trust Co N A | 1,508 | $339.3K | 0.02% | +146+10.7% | Added |
| Arcadia Investment Management Corp | 1,607 | $339.5K | 0.07% | +157+10.8% | Added |
| Nicholas Hoffman & Company, LLC. | 1,611 | $340.3K | 0.01% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 1,613 | $340.8K | 0.04% | +1,613 | New |
| TCWP LLC | 1,617 | $341.6K | 0.07% | −53−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,618 | $341.8K | 0.24% | −52−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,627 | $343.7K | 0.08% | +439+37.0% | Added |
| American State Bank (Iowa) | 1,631 | $344.6K | 0.24% | +70+4.5% | Added |
| CoreCap Advisors, LLC | 1,632 | $344.8K | 0.02% | +1,632 | New |
| Wayfinding Financial, LLC | 1,531 | $345.0K | 0.24% | +28+1.9% | Added |
| Smith, Moore & Co. | 1,637 | $345.8K | 0.04% | +138+9.2% | Added |
| VisionPoint Advisory Group, LLC | 1,644 | $347.3K | 0.14% | −309−15.8% | Reduced |
| MONECO Advisors, LLC | 1,648 | $348.2K | 0.09% | −32−1.9% | Reduced |
| SlateStone Wealth, LLC | 1,654 | $349.0K | 0.07% | −102−5.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $349.8K | 0.82% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,659 | $350.5K | 0.09% | −14−0.8% | Reduced |
| Hyperion Partners, LLC | 1,661 | $350.9K | 0.30% | +53+3.3% | Added |
| Koss-Olinger Consulting, LLC | 1,668 | $352.0K | 0.04% | −34−2.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,666 | $352.0K | 0.13% | +332+24.9% | Added |
| Wallace Capital Management Inc. | 1,670 | $352.8K | 0.05% | +1,670 | New |
| True North Advisors, LLC | 1,674 | $353.6K | 0.10% | +239+16.7% | Added |
| Ameritas Advisory Services, LLC | 1,690 | $354.2K | 0.05% | −4,603−73.1% | Reduced |
| Apexium Financial, LP | 1,680 | $355.0K | 0.03% | +22+1.3% | Added |
| Zullo Investment Group, Inc. | 1,688 | $356.6K | 0.20% | +98+6.2% | Added |
| Balboa Wealth Partners | 1,689 | $356.8K | 0.12% | +594+54.2% | Added |
| Worth Financial Advisory Group, LLC | 1,692 | $357.5K | 0.33% | −142−7.7% | Reduced |
| Jeppson Wealth Management, LLC | 1,702 | $359.6K | 0.16% | −187−9.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,707 | $361.0K | 0.14% | −454−21.0% | Reduced |
| Cedar Wealth Management, LLC | 1,712 | $361.7K | 0.14% | +21+1.2% | Added |
| Harvest Fund Management Co., Ltd | 1,712 | $362.0K | 0.07% | −2,295−57.3% | Reduced |
| Private Portfolio Partners LLC | 1,714 | $362.1K | 0.09% | +3+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,722 | $363.8K | 0.04% | +1,722 | New |
| Lineweaver Wealth Advisors, LLC | 1,726 | $364.6K | 0.10% | −101−5.5% | Reduced |
| First Capital Advisors Group, LLC. | 1,732 | $365.9K | 0.19% | −10−0.6% | Reduced |
| Accurate Wealth Management, LLC | 1,604 | $367.7K | 0.11% | +314+24.3% | Added |
| Sonata Capital Group Inc | 1,744 | $368.0K | 0.19% | −738−29.7% | Reduced |
| Accel Wealth Management | 1,749 | $369.5K | 0.20% | −16−0.9% | Reduced |
| Wedge Capital Management L L P | 1,754 | $370.6K | 0.01% | +1,754 | New |
| Tennessee Valley Asset Management Partners | 1,756 | $370.9K | 0.12% | +38+2.2% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $371.8K | 0.51% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,761 | $372.0K | 0.08% | +169+10.6% | Added |
| Pacific Sage Partners, LLC | 1,765 | $372.9K | 0.11% | +95+5.7% | Added |
| United Asset Strategies, Inc. | 1,765 | $372.9K | 0.05% | +1,765 | New |
| Deuterium Capital Management, LLC | 1,767 | $373.3K | 0.52% | +1,767 | New |
| Future Fund LLC | 1,768 | $373.5K | 3.55% | +128+7.8% | Added |
| Beverly Hills Private Wealth, LLC | 1,743 | $374.0K | 0.06% | +1,743 | New |
| Patron Partners Advisors, LLC | 1,772 | $374.4K | 0.26% | +15+0.9% | Added |
| WNY Asset Management, LLC | 1,777 | $375.4K | 0.08% | −55−3.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,779 | $376.0K | 0.20% | −5,990−77.1% | Reduced |
| Proficio Capital Partners LLC | 1,784 | $376.9K | 0.05% | −594−25.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,788 | $377.7K | 0.09% | +77+4.5% | Added |
| Ausdal Financial Partners, Inc. | 1,795 | $379.2K | 0.05% | +99+5.8% | Added |
| Colonial River Wealth Management, LLC | 1,799 | $380.1K | 0.25% | −80−4.3% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $380.3K | 0.10% | 00.0% | Unchanged |
| Harvest Management LLC | 1,800 | $380.3K | 0.39% | +500+38.5% | Added |
| Pinnacle Bancorp, Inc. | 1,821 | $384.7K | 0.13% | −39−2.1% | Reduced |
| Berger Financial Group, Inc | 1,827 | $386.0K | 0.04% | −140−7.1% | Reduced |
| Global Trust Asset Management, LLC | 1,831 | $386.8K | 0.17% | −251−12.1% | Reduced |
| Perennial Advisors, LLC | 1,833 | $387.2K | 0.10% | −243−11.7% | Reduced |
| Bigelow Investment Advisors, LLC | 1,852 | $391.3K | 0.21% | +130+7.5% | Added |
| Avalon Trust Co | 1,856 | $392.1K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,864 | $393.8K | 0.08% | −103−5.2% | Reduced |
| West Family Investments, Inc. | 1,875 | $396.1K | 0.15% | +472+33.6% | Added |
| Wealth Alliance Advisory Group, LLC | 1,876 | $396.3K | 0.14% | +1,876 | New |
| Ategra Capital Management, LLC | 1,880 | $397.2K | 0.22% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,880 | $397.2K | 0.06% | −603−24.3% | Reduced |
| Mondrian Investment Partners LTD | 1,887 | $398.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,889 | $399.1K | 0.22% | +13+0.7% | Added |
| Silverlake Wealth Management LLC | 1,893 | $399.9K | 0.22% | 00.0% | Unchanged |
| PFG Advisors | 1,903 | $402.0K | 0.03% | +731+62.4% | Added |
| Encompass Wealth Advisors, LLC | 1,904 | $402.1K | 0.13% | −143−7.0% | Reduced |
| Peterson Wealth Services | 1,904 | $402.2K | 0.19% | +40+2.1% | Added |
| Arcataur Capital Management LLC | 1,905 | $402.4K | 0.16% | +1,905 | New |
| OneAscent Wealth Management LLC | 1,913 | $404.0K | 0.19% | +1,913 | New |
| GYL Financial Synergies, LLC | 1,913 | $404.1K | 0.04% | +1,913 | New |
| Connecticut Wealth Management, LLC | 1,917 | $405.0K | 0.03% | +1,917 | New |
| Riversedge Advisors, LLC | 1,933 | $408.4K | 0.11% | +1,933 | New |