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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 3,053 | $645.0K | 0.02% | −70−2.2% | Reduced |
| Avory & Company, LLC | 3,073 | $649.2K | 0.49% | −767−20.0% | Reduced |
| Baron Wealth Management LLC | 3,073 | $649.2K | 0.41% | +24+0.8% | Added |
| Covenant Partners, LLC | 3,085 | $651.7K | 0.24% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,088 | $652.4K | 0.09% | +126+4.3% | Added |
| Probity Advisors, Inc. | 3,097 | $654.3K | 0.14% | +3,097 | New |
| BKD Wealth Advisors, LLC | 3,100 | $654.9K | 0.02% | +92+3.1% | Added |
| Congress Park Capital LLC | 3,105 | $656.0K | 0.37% | −150−4.6% | Reduced |
| Watershed Private Wealth LLC | 3,106 | $656.2K | 0.40% | −206−6.2% | Reduced |
| Dudley Capital Management, LLC | 3,112 | $657.4K | 0.44% | 00.0% | Unchanged |
| ORG Partners LLC | 3,127 | $660.6K | 0.11% | +3,127 | New |
| Studio Investment Management LLC | 3,127 | $660.6K | 0.18% | −13−0.4% | Reduced |
| BFT Financial Group, LLC | 3,154 | $666.3K | 0.08% | −727−18.7% | Reduced |
| Blueprint Investment Partners LLC | 3,157 | $666.9K | 0.24% | −1,146−26.6% | Reduced |
| Allen Investment Management LLC | 3,160 | $667.6K | 0.01% | −29,563−90.3% | Reduced |
| Mizuho Securities Co. Ltd. | 3,160 | $667.6K | 1.50% | +390+14.1% | Added |
| Marcum Wealth, LLC | 3,161 | $667.8K | 0.08% | −71−2.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,168 | $669.4K | 0.15% | +102+3.3% | Added |
| American National Bank | 3,185 | $672.9K | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,187 | $673.3K | 0.00% | −1,328,167−99.8% | Reduced |
| XML Financial, LLC | 3,197 | $675.4K | 0.08% | +40+1.3% | Added |
| Olistico Wealth, LLC | 3,209 | $677.9K | 0.58% | +475+17.4% | Added |
| Davis R M Inc | 3,213 | $679.0K | 0.02% | +18+0.6% | Added |
| Stiles Financial Services Inc | 3,226 | $681.5K | 0.34% | −10−0.3% | Reduced |
| Visionary Wealth Advisors | 3,237 | $683.9K | 0.05% | −61−1.8% | Reduced |
| Evoke Wealth, LLC | 3,242 | $684.9K | 0.02% | −43,421−93.1% | Reduced |
| Fort Point Capital Partners LLC | 3,249 | $686.4K | 0.10% | +171+5.6% | Added |
| Lingohr & Partner Asset Management GmbH | 3,261 | $689.0K | 1.76% | 00.0% | Unchanged |
| Weil Company, Inc. | 3,265 | $689.8K | 0.31% | −9−0.3% | Reduced |
| Israel Discount Bank of New York | 3,267 | $690.2K | 0.55% | −797−19.6% | Reduced |
| Gilbert & Cook, Inc. | 3,267 | $690.2K | 0.11% | +971+42.3% | Added |
| Donoghue Forlines LLC | 3,268 | $690.4K | 0.22% | +668+25.7% | Added |
| Magnolia Capital Advisors LLC | 3,276 | $692.1K | 0.35% | +195+6.3% | Added |
| Friedenthal Financial | 3,281 | $693.1K | 0.46% | +3,281 | New |
| Osterweis Capital Management Inc | 3,283 | $693.6K | 0.05% | +2,700+463.1% | Added |
| Viawealth, LLC | 3,289 | $694.8K | 0.52% | −50−1.5% | Reduced |
| Staley Capital Advisers Inc | 3,297 | $696.5K | 0.04% | +10+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $701.0K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,349 | $707.5K | 0.03% | +2,177+185.8% | Added |
| Calamos Wealth Management LLC | 3,357 | $709.2K | 0.05% | −496−12.9% | Reduced |
| Concentric Capital Strategies, LP | 3,361 | $710.0K | 0.15% | −11,702−77.7% | Reduced |
| Hillsdale Investment Management Inc. | 3,365 | $710.9K | 0.07% | −30−0.9% | Reduced |
| Consilium Wealth Advisory, LLC | 3,369 | $711.7K | 0.49% | +616+22.4% | Added |
| Private Advisory Group LLC | 3,372 | $712.4K | 0.14% | +1,729+105.2% | Added |
| GFG Capital, LLC | 3,383 | $714.7K | 0.13% | −992−22.7% | Reduced |
| Everhart Financial Group, Inc. | 3,388 | $715.7K | 0.30% | +421+14.2% | Added |
| First National Bank | 3,403 | $718.9K | 0.59% | −164−4.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,409 | $720.2K | 0.09% | +251+7.9% | Added |
| Kraematon Investment Advisors, Inc | 3,416 | $721.7K | 0.79% | −185−5.1% | Reduced |
| Cascade Investment Group, Inc. | 3,423 | $723.1K | 0.66% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,425 | $723.6K | 0.17% | +57+1.7% | Added |
| Catalyst Financial Partners LLC | 3,426 | $723.8K | 0.26% | +431+14.4% | Added |
| Oak Harvest Investment Services | 3,472 | $733.5K | 0.16% | −19,729−85.0% | Reduced |
| Bowman & Co S.C. | 3,472 | $733.5K | 0.56% | +110+3.3% | Added |
| Tectonic Advisors LLC | 3,484 | $736.0K | 0.09% | −1,057−23.3% | Reduced |
| Financial Insights, Inc. | 3,493 | $737.9K | 0.27% | +1,153+49.3% | Added |
| Charles Carroll Financial Partners, LLC | 3,500 | $739.4K | 0.94% | +3,500 | New |
| Davenport & Co LLC | 3,510 | $741.5K | 0.01% | +129+3.8% | Added |
| ARS Wealth Advisors Group, LLC | 3,530 | $745.7K | 0.12% | −830−19.0% | Reduced |
| Congress Wealth Management LLC | 3,574 | $755.1K | 0.02% | −368−9.3% | Reduced |
| Lokken Investment Group LLC | 3,578 | $755.9K | 0.49% | +3,578 | New |
| LCM Capital Management Inc | 3,579 | $756.1K | 0.61% | +44+1.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,585 | $757.4K | 0.03% | −272−7.1% | Reduced |
| RMR Wealth Builders | 3,588 | $758.0K | 0.13% | −1,176−24.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,597 | $759.9K | 0.31% | −72−2.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,601 | $760.7K | 0.20% | −20−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 3,602 | $761.0K | 0.21% | −101−2.7% | Reduced |
| Americana Partners, LLC | 3,605 | $761.6K | 0.10% | +1,975+121.2% | Added |
| Hilltop Holdings Inc. | 3,616 | $763.9K | 0.09% | −31−0.9% | Reduced |
| Allstate Corp | 3,621 | $765.0K | 0.05% | +8+0.2% | Added |
| Platform Technology Partners | 3,461 | $765.5K | 0.36% | +14+0.4% | Added |
| Credential Qtrade Securities Inc. | 3,624 | $765.6K | 0.05% | −65−1.8% | Reduced |
| David Loasby | 3,651 | $767.2K | 0.08% | +198+5.7% | Added |
| Northern Oak Wealth Management Inc | 3,635 | $767.9K | 0.09% | +963+36.0% | Added |
| Seed Wealth Management, Inc. | 3,650 | $771.1K | 0.82% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,679 | $777.2K | 0.33% | −766−17.2% | Reduced |
| DeDora Capital, Inc. | 3,701 | $781.9K | 0.30% | +512+16.1% | Added |
| Riverview Trust Co | 3,706 | $782.9K | 0.71% | −71−1.9% | Reduced |
| Silicon Valley Capital Partners | 3,709 | $783.6K | 0.15% | +47+1.3% | Added |
| Proequities, Inc. | 3,720 | $785.9K | 0.06% | −41−1.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 3,756 | $790.4K | 0.03% | +963+34.5% | Added |
| Valley Brook Capital Group | 3,759 | $794.1K | 0.73% | −40−1.1% | Reduced |
| HF Advisory Group, LLC | 3,761 | $794.5K | 0.63% | −83−2.2% | Reduced |
| Glenview Trust Co | 3,774 | $797.3K | 0.02% | +309+8.9% | Added |
| Claro Advisors LLC | 3,790 | $800.7K | 0.20% | +138+3.8% | Added |
| Truadvice, LLC | 3,851 | $802.0K | 0.29% | +1,207+45.7% | Added |
| BigSur Wealth Management LLC | 3,800 | $802.8K | 0.38% | −600−13.6% | Reduced |
| Sky Investment Group LLC | 3,801 | $803.0K | 0.17% | −50−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,808 | $804.5K | 0.04% | +2,347+160.6% | Added |
| Glen Eagle Advisors, LLC | 3,809 | $804.7K | 0.19% | +13+0.3% | Added |
| Symmetry Partners, LLC | 3,810 | $805.0K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,816 | $806.2K | 0.19% | +60+1.6% | Added |
| PFG Investments, LLC | 3,841 | $811.5K | 0.14% | +132+3.6% | Added |
| Community Bank & Trust, Waco, Texas | 3,844 | $812.0K | 0.24% | +31+0.8% | Added |
| Oder Investment Management, LLC | 3,849 | $813.1K | 0.89% | −271−6.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,854 | $814.2K | 0.25% | −46−1.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,859 | $815.3K | 0.14% | +143+3.8% | Added |
| Winton Group Ltd | 3,866 | $816.7K | 0.07% | +3,866 | New |
| Legacy Financial Advisors, Inc. | 3,871 | $817.8K | 0.15% | +364+10.4% | Added |
| Augustine Asset Management Inc | 3,873 | $818.2K | 0.38% | +5+0.1% | Added |