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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 1,934 | $408.6K | 0.22% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,939 | $409.6K | 0.10% | −215−10.0% | Reduced |
| Tobam | 1,939 | $410.0K | 0.03% | +493+34.1% | Added |
| Contravisory Investment Management, Inc. | 1,948 | $411.5K | 0.11% | +1,948 | New |
| Monetary Management Group Inc | 1,950 | $412.0K | 0.13% | −1,250−39.1% | Reduced |
| Austin Private Wealth, LLC | 1,966 | $415.3K | 0.06% | −170−8.0% | Reduced |
| D.B. Root & Company, LLC | 1,966 | $415.3K | 0.16% | +64+3.4% | Added |
| Keystone Financial Group | 1,979 | $418.0K | 0.07% | +1,979 | New |
| Pine Haven Investment Counsel, Inc | 1,985 | $419.4K | 0.42% | +55+2.8% | Added |
| Essex LLC | 1,992 | $420.8K | 0.12% | −136−6.4% | Reduced |
| Synergy Financial Group, LTD | 1,995 | $421.5K | 0.57% | +79+4.1% | Added |
| Alphadyne Asset Management LP | 1,995 | $421.5K | 1.29% | +1,995 | New |
| Strategic Wealth Partners, Ltd. | 1,997 | $421.9K | 0.05% | −265−11.7% | Reduced |
| Csenge Advisory Group | 2,000 | $422.4K | 0.03% | +353+21.4% | Added |
| Alley Investment Management Company, LLC | 2,000 | $422.5K | 0.07% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 2,000 | $422.5K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,004 | $423.4K | 0.28% | −522−20.7% | Reduced |
| Essex Financial Services, Inc. | 2,005 | $423.6K | 0.05% | −424−17.5% | Reduced |
| Truvestments Capital LLC | 2,006 | $423.8K | 0.21% | −23−1.1% | Reduced |
| Arden Trust Co | 2,013 | $425.0K | 0.07% | −1,639−44.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,024 | $427.6K | 0.04% | +101+5.3% | Added |
| Lumature Wealth Partners, LLC | 2,026 | $428.0K | 0.25% | −246−10.8% | Reduced |
| Provence Wealth Management Group | 2,045 | $432.0K | 0.25% | +39+1.9% | Added |
| Bremer Bank National Association | 2,049 | $432.9K | 0.08% | −52−2.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,051 | $433.3K | 0.14% | +17+0.8% | Added |
| Copperleaf Capital, LLC | 2,051 | $433.3K | 0.41% | +160+8.5% | Added |
| Angeles Investment Advisors, LLC | 2,054 | $433.9K | 0.04% | −115−5.3% | Reduced |
| Winthrop Advisory Group LLC | 2,079 | $439.2K | 0.07% | +183+9.7% | Added |
| Intrua Financial, LLC | 2,080 | $439.4K | 0.08% | −7−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,081 | $439.6K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,086 | $440.7K | 0.08% | +885+73.7% | Added |
| Collective Family Office LLC | 2,087 | $440.9K | 0.17% | −14−0.7% | Reduced |
| Eads & Heald Wealth Management | 2,091 | $442.0K | 0.22% | −330−13.6% | Reduced |
| Amussen Hunsaker Associates LLC | 2,093 | $442.2K | 0.10% | −41−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $442.4K | 0.13% | +346+19.8% | Added |
| SkyView Investment Advisors, LLC | 1,880 | $444.0K | 0.11% | −144−7.1% | Reduced |
| Catalyst Private Wealth, LLC | 2,111 | $446.0K | 0.28% | −673−24.2% | Reduced |
| Capital Investment Advisory Services, LLC | 2,117 | $447.2K | 0.04% | +12+0.6% | Added |
| Barings LLC | 2,122 | $448.3K | 0.02% | +141+7.1% | Added |
| WESPAC Advisors SoCal, LLC | 2,124 | $448.7K | 0.15% | −110−4.9% | Reduced |
| Blue Fin Capital, Inc. | 2,130 | $450.0K | 0.13% | +14+0.7% | Added |
| Commons Capital, LLC | 2,139 | $451.9K | 0.68% | −391−15.5% | Reduced |
| Valmark Advisers, Inc. | 2,139 | $451.9K | 0.01% | −214−9.1% | Reduced |
| Saiph Capital, LLC | 2,143 | $452.7K | 0.25% | −137−6.0% | Reduced |
| Advanced Portfolio Management, LLC | 2,143 | $452.7K | 0.41% | +2,143 | New |
| Aptus Capital Advisors, LLC | 2,147 | $453.6K | 0.01% | +421+24.4% | Added |
| Cim Investment Mangement Inc | 2,154 | $455.1K | 0.15% | +5+0.2% | Added |
| Salvus Wealth Management, LLC | 2,157 | $455.7K | 0.35% | +38+1.8% | Added |
| Stokes Family Office, LLC | 2,159 | $456.1K | 0.05% | −78−3.5% | Reduced |
| Magnus Financial Group LLC | 2,165 | $457.4K | 0.07% | +722+50.0% | Added |
| Silver Oak Securities, Inc | 2,185 | $462.0K | 0.07% | +98+4.7% | Added |
| Naples Global Advisors, LLC | 2,194 | $463.5K | 0.05% | +321+17.1% | Added |
| Strategy Asset Managers LLC | 2,197 | $464.1K | 0.10% | +133+6.4% | Added |
| Park National Corp | 2,205 | $465.8K | 0.02% | −282−11.3% | Reduced |
| Meridian Investment Counsel Inc. | 2,210 | $466.9K | 0.17% | −62−2.7% | Reduced |
| Vise Technologies, Inc. | 2,218 | $468.6K | 0.11% | +146+7.0% | Added |
| Centurion Wealth Management LLC | 2,219 | $468.8K | 0.23% | −11−0.5% | Reduced |
| Delta Financial Advisors LLC | 2,233 | $471.7K | 0.21% | +458+25.8% | Added |
| Prentice Wealth Management LLC | 2,234 | $472.0K | 0.21% | +4+0.2% | Added |
| Valley National Advisers Inc | 2,238 | $473.0K | 0.08% | +109+5.1% | Added |
| First Financial Corp | 2,239 | $473.0K | 0.30% | −87−3.7% | Reduced |
| WBI Investments | 2,247 | $474.7K | 0.09% | +2,247 | New |
| New World Advisors LLC | 2,252 | $475.8K | 0.17% | −636−22.0% | Reduced |
| Greenwich Wealth Management LLC | 2,251 | $476.0K | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,257 | $476.8K | 0.11% | +2,257 | New |
| Hennion & Walsh Asset Management, Inc. | 2,256 | $477.0K | 0.03% | +2,256 | New |
| Johnson Financial Group, Inc. | 2,262 | $477.9K | 0.03% | +601+36.2% | Added |
| Regal Investment Advisors LLC | 2,274 | $480.4K | 0.04% | −597−20.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,276 | $480.8K | 0.05% | +10.0% | Added |
| Redwood Financial Network Corp | 2,281 | $481.9K | 0.45% | +87+4.0% | Added |
| Synergy Financial Management, LLC | 2,284 | $482.5K | 0.12% | +223+10.8% | Added |
| Garden State Investment Advisory Services LLC | 2,296 | $485.1K | 0.21% | +47+2.1% | Added |
| Parkside Advisors LLC | 2,299 | $485.7K | 0.15% | −124−5.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,299 | $485.7K | 0.45% | +107+4.9% | Added |
| Boston Trust Walden Corp | 2,302 | $486.3K | 0.00% | −109−4.5% | Reduced |
| IVC Wealth Advisors LLC | 2,303 | $486.5K | 0.31% | −190−7.6% | Reduced |
| Clarus Wealth Advisors | 2,323 | $486.9K | 0.30% | +2,323 | New |
| AlphaStar Capital Management, LLC | 2,315 | $489.1K | 0.06% | +2,315 | New |
| Sonen Capital LLC | 2,319 | $489.9K | 0.81% | −626−21.3% | Reduced |
| IFP Advisors, Inc | 7,306 | $490.1K | 0.02% | +2,458+50.7% | Added |
| Regent Peak Wealth Advisors LLC | 2,331 | $492.4K | 0.14% | −44−1.9% | Reduced |
| Sunflower Bank, N.A. | 2,337 | $493.7K | 0.11% | −12−0.5% | Reduced |
| Roberts Glore & Co Inc | 2,337 | $493.7K | 0.16% | −35−1.5% | Reduced |
| Golden Green, Inc. | 2,340 | $494.3K | 0.54% | +2,340 | New |
| Castleview Partners, LLC | 2,343 | $495.0K | 0.45% | −739−24.0% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,349 | $496.3K | 0.28% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,360 | $498.6K | 0.02% | −132−5.3% | Reduced |
| Circle Wealth Management, LLC | 2,380 | $502.8K | 0.07% | −8−0.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,384 | $503.6K | 0.44% | −400−14.4% | Reduced |
| Vista Wealth Management Group, LLC | 2,393 | $505.5K | 0.05% | −676−22.0% | Reduced |
| Sage Mountain Advisors LLC | 2,398 | $506.6K | 0.07% | +212+9.7% | Added |
| Perfromance Wealth Partners, LLC | 2,371 | $507.0K | 0.02% | −182−7.1% | Reduced |
| Symmetry Investments LP | 2,400 | $507.0K | 0.15% | +2,400 | New |
| Advisor Resource Council | 2,402 | $507.4K | 0.30% | +973+68.1% | Added |
| AdvisorNet Financial, Inc | 2,407 | $508.5K | 0.04% | −175−6.8% | Reduced |
| Soltis Investment Advisors LLC | 2,409 | $508.9K | 0.06% | +691+40.2% | Added |
| Montag A & Associates Inc | 2,409 | $508.9K | 0.03% | −104−4.1% | Reduced |
| Choate Investment Advisors | 2,414 | $510.0K | 0.02% | +1,280+112.9% | Added |
| Allred Capital Management, LLC | 2,417 | $510.6K | 0.25% | −191−7.3% | Reduced |
| Advisory Research Inc | 2,422 | $511.7K | 0.07% | +2,422 | New |