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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 2,427 | $513.7K | 0.21% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,405 | $514.3K | 0.09% | −62−2.5% | Reduced |
| BSW Wealth Partners | 2,439 | $515.3K | 0.11% | +13+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,442 | $516.0K | 0.01% | −847−25.8% | Reduced |
| SageView Advisory Group, LLC | 2,445 | $516.5K | 0.03% | +137+5.9% | Added |
| Gradient Investments LLC | 2,446 | $516.7K | 0.01% | +840+52.3% | Added |
| Hazlett, Burt & Watson, Inc. | 2,460 | $519.0K | 0.39% | +44+1.8% | Added |
| Smithfield Trust Co | 2,485 | $524.0K | 0.03% | +306+14.0% | Added |
| Inceptionr LLC | 2,482 | $524.3K | 0.28% | +720+40.9% | Added |
| Solstein Capital, LLC | 2,487 | $525.4K | 0.44% | +86+3.6% | Added |
| New Republic Capital, LLC | 2,489 | $525.8K | 0.37% | −536−17.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,492 | $526.5K | 0.05% | +81+3.4% | Added |
| Mirador Capital Partners LP | 2,496 | $527.3K | 0.13% | −13,825−84.7% | Reduced |
| Headinvest, LLC | 2,529 | $527.8K | 0.11% | +10.0% | Added |
| L2 Asset Management, LLC | 2,499 | $527.9K | 0.26% | +198+8.6% | Added |
| Troluce Capital Advisors LLC | 2,500 | $528.1K | 0.80% | +2,500 | New |
| Quent Capital, LLC | 2,502 | $528.6K | 0.08% | +81+3.3% | Added |
| Hengehold Capital Management LLC | 2,504 | $529.0K | 0.07% | +229+10.1% | Added |
| Lion Street Advisors, LLC | 1,779 | $533.1K | 0.18% | +557+45.6% | Added |
| Anchor Investment Management, LLC | 2,528 | $534.1K | 0.07% | +227+9.9% | Added |
| Jaffetilchin Investment Partners, LLC | 2,542 | $537.0K | 0.06% | +244+10.6% | Added |
| Citizens Financial Group Inc | 2,544 | $537.4K | 0.02% | −1,882−42.5% | Reduced |
| Interchange Capital Partners, LLC | 2,559 | $540.4K | 0.41% | −1,809−41.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,559 | $540.5K | 0.14% | −40−1.5% | Reduced |
| Investment House LLC | 2,560 | $540.8K | 0.04% | −995−28.0% | Reduced |
| Key Financial Inc | 2,567 | $542.3K | 0.18% | +60+2.4% | Added |
| Corton Capital Inc. | 2,586 | $546.3K | 0.26% | −225−8.0% | Reduced |
| Financial Advisory Service, Inc. | 2,587 | $546.5K | 0.07% | +21+0.8% | Added |
| Vigilare Wealth Management | 2,600 | $549.3K | 0.32% | −508−16.3% | Reduced |
| Grey Street Capital, LLC | 2,600 | $549.3K | 0.29% | +2,600 | New |
| Keel Point, LLC | 2,603 | $549.9K | 0.07% | +211+8.8% | Added |
| Consolidated Portfolio Review Corp | 2,610 | $551.4K | 0.13% | +68+2.7% | Added |
| Abbot Financial Management, Inc. | 2,618 | $553.1K | 0.35% | −150−5.4% | Reduced |
| Simon Quick Advisors, LLC | 2,620 | $553.5K | 0.05% | +137+5.5% | Added |
| RAM Investment Partners, LLC | 2,625 | $554.6K | 0.23% | +139+5.6% | Added |
| Alpha Cubed Investments, LLC | 2,636 | $556.9K | 0.04% | +68+2.6% | Added |
| First Foundation Advisors | 2,642 | $558.1K | 0.02% | −955−26.5% | Reduced |
| Seaport Global Advisors, LLC | 2,647 | $559.2K | 1.65% | −1,028−28.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,670 | $564.1K | 0.41% | +40+1.5% | Added |
| Fulcrum Capital LLC | 2,683 | $566.8K | 0.15% | −1,086−28.8% | Reduced |
| GraniteShares Advisors LLC | 2,686 | $567.4K | 0.51% | −233−8.0% | Reduced |
| Knuff & Co LLC | 2,690 | $568.3K | 0.21% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,693 | $568.9K | 0.50% | +19+0.7% | Added |
| Alta Advisers Ltd | 2,700 | $570.4K | 0.32% | 00.0% | Unchanged |
| Nwam LLC | 2,712 | $572.9K | 0.05% | +211+8.4% | Added |
| Blodgett Wealth Advisors, LLC | 2,730 | $576.7K | 0.60% | −390−12.5% | Reduced |
| Angeles Wealth Management, LLC | 2,742 | $579.3K | 0.08% | +118+4.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,743 | $579.5K | 0.28% | +350+14.6% | Added |
| Cantor Fitzgerald, L. P. | 2,750 | $581.0K | 0.01% | +2,750 | New |
| Mathes Company, Inc. | 2,752 | $581.0K | 0.25% | +2,752 | New |
| Parkside Financial Bank & Trust | 2,758 | $582.7K | 0.14% | −7−0.3% | Reduced |
| Carret Asset Management, LLC | 2,775 | $586.2K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 2,777 | $587.0K | 0.22% | +41+1.5% | Added |
| Haverford Trust Co | 2,787 | $588.8K | 0.01% | +104+3.9% | Added |
| V2 Financial group LLC | 2,790 | $589.4K | 0.42% | −2−0.1% | Reduced |
| CenterStar Asset Management, LLC | 2,792 | $589.7K | 0.53% | +2,792 | New |
| Little House Capital LLC | 2,795 | $590.5K | 0.25% | +19+0.7% | Added |
| EPIQ Capital Group, LLC | 2,815 | $594.7K | 0.31% | 00.0% | Unchanged |
| S&CO Inc | 2,821 | $595.0K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,829 | $597.7K | 0.27% | +493+21.1% | Added |
| Malaga Cove Capital, LLC | 2,831 | $598.1K | 0.28% | −184−6.1% | Reduced |
| Eastern Bank | 2,832 | $598.3K | 0.03% | −331−10.5% | Reduced |
| Hill Island Financial LLC | 2,834 | $598.7K | 0.23% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,834 | $599.0K | 0.27% | +2,834 | New |
| Aspire Private Capital, LLC | 2,838 | $599.6K | 0.19% | +2,638+1,319.0% | Added |
| Inscription Capital, LLC | 2,846 | $601.2K | 0.19% | −249−8.0% | Reduced |
| Juncture Wealth Strategies, LLC | 2,862 | $604.6K | 0.28% | +2,862 | New |
| QCM Cayman, Ltd. | 2,869 | $606.1K | 3.56% | +2,869 | New |
| Legacy Advisors, LLC | 2,870 | $606.3K | 0.09% | +273+10.5% | Added |
| TFG Advisers LLC | 2,872 | $606.7K | 0.28% | +30+1.1% | Added |
| Copperwynd Financial, LLC | 2,873 | $607.0K | 0.28% | −9,865−77.4% | Reduced |
| Appleton Partners Inc | 2,881 | $609.0K | 0.05% | −35−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 2,884 | $609.3K | 0.60% | −1,091−27.4% | Reduced |
| FLC Capital Advisors | 2,896 | $611.8K | 0.18% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,900 | $612.7K | 0.32% | +2,900 | New |
| Prelude Capital Management, LLC | 2,902 | $613.1K | 0.05% | +918+46.3% | Added |
| Coastal Investment Advisors, Inc. | 2,910 | $614.8K | 0.14% | −223−7.1% | Reduced |
| Janney Capital Management LLC | 2,913 | $615.0K | 0.04% | +63+2.2% | Added |
| Icapital Wealth LLC | 2,919 | $616.7K | 0.39% | +10+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,920 | $616.9K | 0.08% | −146−4.8% | Reduced |
| Tranquility Partners, LLC | 2,923 | $617.5K | 0.27% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $617.7K | 0.24% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,932 | $619.4K | 0.23% | −173−5.6% | Reduced |
| Kensington Investment Counsel, LLC | 2,934 | $619.8K | 0.39% | +125+4.4% | Added |
| Alpha Family Trust | 2,935 | $620.0K | 0.43% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 2,936 | $620.3K | 0.59% | +2,936 | New |
| Bridgefront Capital, LLC | 2,937 | $620.5K | 0.34% | +2,937 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,962 | $625.8K | 0.12% | −175−5.6% | Reduced |
| FineMark National Bank & Trust | 2,964 | $626.2K | 0.03% | −11−0.4% | Reduced |
| Financial Advisory Corp | 2,977 | $629.0K | 0.28% | −38−1.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,990 | $631.7K | 0.04% | +254+9.3% | Added |
| Sonora Investment Management Group, LLC | 2,991 | $631.9K | 0.05% | +651+27.8% | Added |
| Sterling Investment Counsel, LLC | 3,006 | $635.0K | 0.34% | +77+2.6% | Added |
| Kapstone Financial Advisors LLC | 2,832 | $635.1K | 0.53% | −240−7.8% | Reduced |
| Diametric Capital, LP | 3,012 | $636.3K | 0.28% | +3,012 | New |
| Gabelli Funds LLC | 3,020 | $638.0K | 0.00% | −205−6.4% | Reduced |
| AlphaCore Capital LLC | 3,022 | $638.4K | 0.10% | +145+5.0% | Added |
| Convergence Investment Partners, LLC | 3,030 | $640.0K | 0.37% | +1,313+76.5% | Added |
| Corvex Management LP | 3,032 | $640.5K | 0.04% | −20,400−87.1% | Reduced |
| Gryphon Financial Partners LLC | 3,051 | $644.6K | 0.14% | +125+4.3% | Added |