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
- 2,300
- +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
- 883 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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 13,208 | $2.79M | 0.27% | −1,072−7.5% | Reduced |
| Allworth Financial LP | 13,193 | $2.79M | 0.02% | +5,336+67.9% | Added |
| Harrell Investment Partners, LLC | 13,068 | $2.76M | 0.94% | −107−0.8% | Reduced |
| First Manhattan Co | 13,046 | $2.76M | 0.01% | −228−1.7% | Reduced |
| Orin Green Financial, LLC | 13,010 | $2.75M | 1.44% | −10,272−44.1% | Reduced |
| Geneos Wealth Management Inc. | 12,971 | $2.74M | 0.14% | +3,313+34.3% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.74M | 1.96% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 12,944 | $2.73M | 0.06% | +5,568+75.5% | Added |
| Hixon Zuercher, LLC | 12,937 | $2.73M | 1.38% | +115+0.9% | Added |
| Icon Advisers Inc | 12,900 | $2.73M | 0.69% | +12,900 | New |
| Dynamic Technology Lab Private Ltd | 12,865 | $2.72M | 0.34% | +12,865 | New |
| Trust Co of Toledo NA | 12,849 | $2.71M | 0.46% | −23−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,745 | $2.69M | 0.50% | +616+5.1% | Added |
| SeaCrest Wealth Management, LLC | 12,720 | $2.69M | 0.34% | +2,565+25.3% | Added |
| Coldstream Capital Management Inc | 12,681 | $2.68M | 0.08% | +581+4.8% | Added |
| Cable Hill Partners, LLC | 12,681 | $2.68M | 0.35% | −231−1.8% | Reduced |
| Pinnbrook Capital Management LP | 12,672 | $2.68M | 1.58% | +8,829+229.7% | Added |
| Verde Capital Management | 12,670 | $2.68M | 1.02% | −354−2.7% | Reduced |
| Winch Advisory Services, LLC | 12,623 | $2.67M | 0.96% | −280−2.2% | Reduced |
| Equitable Holdings, Inc. | 12,623 | $2.67M | 0.04% | +1,101+9.6% | Added |
| Connable Office Inc | 12,619 | $2.67M | 0.37% | +17+0.1% | Added |
| Savant Capital, LLC | 12,565 | $2.65M | 0.04% | +2,008+19.0% | Added |
| Mark Stevens | 12,565 | $2.65M | 0.34% | −1,001−7.4% | Reduced |
| Patton Fund Management, Inc. | 12,561 | $2.65M | 0.78% | +12,561 | New |
| Meiji Yasuda Asset Management Co Ltd. | 12,547 | $2.65M | 0.13% | +226+1.8% | Added |
| Merit Financial Group, LLC | 12,513 | $2.64M | 0.09% | +1,926+18.2% | Added |
| Citizens Business Bank | 12,473 | $2.64M | 0.59% | −674−5.1% | Reduced |
| Vident Investment Advisory, LLC | 12,461 | $2.63M | 0.09% | −461−3.6% | Reduced |
| Aspiriant, LLC | 12,445 | $2.63M | 0.13% | −397−3.1% | Reduced |
| Wealth Alliance | 12,408 | $2.62M | 0.39% | −98−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 12,395 | $2.62M | 0.28% | +831+7.2% | Added |
| CastleKnight Management LP | 12,350 | $2.61M | 0.53% | −3,800−23.5% | Reduced |
| Waverton Investment Management Ltd | 12,345 | $2.61M | 0.07% | −1,270−9.3% | Reduced |
| Centaurus Financial, Inc. | 12,338 | $2.61M | 0.23% | −898−6.8% | Reduced |
| Enterprise Bank & Trust Co | 12,340 | $2.61M | 1.00% | +42+0.3% | Added |
| Capital Analysts, LLC | 12,334 | $2.61M | 0.14% | −358−2.8% | Reduced |
| Wedmont Private Capital | 11,333 | $2.60M | 0.28% | −624−5.2% | Reduced |
| Atlantic Union Bankshares Corp | 12,298 | $2.60M | 0.26% | −4,650−27.4% | Reduced |
| Alps Advisors Inc | 12,291 | $2.60M | 0.02% | −2,201−15.2% | Reduced |
| Garrett Investment Advisors LLC | 12,261 | $2.59M | 0.37% | −1,546−11.2% | Reduced |
| Nixon Peabody Trust Co | 12,205 | $2.58M | 2.09% | −3,394−21.8% | Reduced |
| Glynn Capital Management LLC | 12,197 | $2.58M | 0.57% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 12,180 | $2.57M | 1.79% | +5,324+77.7% | Added |
| HB Wealth Management, LLC | 12,177 | $2.57M | 0.04% | +1,164+10.6% | Added |
| ABN AMRO Bank N.V. | 12,105 | $2.57M | 0.05% | +182+1.5% | Added |
| Insigneo Advisory Services, LLC | 12,092 | $2.55M | 0.49% | +3,574+42.0% | Added |
| Integrated Advisors Network LLC | 12,082 | $2.55M | 0.15% | +4,954+69.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,954 | $2.52M | 0.26% | −1,100−8.4% | Reduced |
| Qtron Investments LLC | 11,944 | $2.52M | 0.48% | +914+8.3% | Added |
| Modus Advisors, LLC | 11,926 | $2.52M | 1.08% | +178+1.5% | Added |
| Centre Asset Management, LLC | 11,908 | $2.52M | 0.56% | +11,908 | New |
| Eagle Asset Management Inc | 11,869 | $2.51M | 0.01% | +1,551+15.0% | Added |
| Executive Wealth Management, LLC | 11,794 | $2.49M | 0.26% | −546−4.4% | Reduced |
| Caliber Wealth Management, LLC | 11,748 | $2.48M | 1.66% | +231+2.0% | Added |
| Diversified Trust Co | 11,744 | $2.48M | 0.09% | −1,111−8.6% | Reduced |
| WCG Wealth Advisors LLC | 11,730 | $2.48M | 0.29% | +11,730 | New |
| Foundations Investment Advisors, LLC | 11,717 | $2.48M | 0.08% | +5,634+92.6% | Added |
| Ameritas Investment Partners, Inc. | 11,697 | $2.47M | 0.09% | −504−4.1% | Reduced |
| Cigna Investments Inc | 11,594 | $2.45M | 0.46% | −219−1.9% | Reduced |
| Trust Asset Management LLC | 11,587 | $2.45M | 0.25% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,573 | $2.44M | 0.42% | +576+5.2% | Added |
| Advisors Asset Management, Inc. | 11,423 | $2.41M | 0.05% | −2,145−15.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,413 | $2.41M | 0.06% | +3,660+47.2% | Added |
| Ballentine Partners, LLC | 11,393 | $2.41M | 0.06% | −96−0.8% | Reduced |
| Kovack Advisors, Inc. | 11,316 | $2.39M | 0.31% | +3,447+43.8% | Added |
| Northeast Financial Consultants Inc | 11,296 | $2.39M | 0.15% | 00.0% | Unchanged |
| Citizens & Northern Corp | 11,212 | $2.37M | 0.90% | −287−2.5% | Reduced |
| Callahan Advisors, LLC | 11,154 | $2.36M | 0.29% | +1,710+18.1% | Added |
| Northstar Advisory Group, LLC | 11,112 | $2.35M | 1.54% | +7,594+215.9% | Added |
| Kelly Lawrence W & Associates Inc | 10,775 | $2.34M | 0.60% | −350−3.1% | Reduced |
| Green Harvest Asset Management LLC | 10,988 | $2.32M | 0.09% | −5,147−31.9% | Reduced |
| Duff & Phelps Investment Management Co | 10,925 | $2.31M | 0.03% | +150+1.4% | Added |
| Canal Capital Management, LLC | 10,923 | $2.31M | 0.47% | +78+0.7% | Added |
| Sunbelt Securities, Inc. | 10,909 | $2.30M | 0.33% | +40.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $2.30M | 0.16% | −1,720−13.6% | Reduced |
| Mission Wealth Management, LP | 10,862 | $2.29M | 0.09% | +181+1.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,863 | $2.29M | 0.06% | +8,764+417.5% | Added |
| Finer Wealth Management, Inc. | 10,784 | $2.28M | 1.78% | +141+1.3% | Added |
| Courier Capital LLC | 10,682 | $2.26M | 0.18% | +31+0.3% | Added |
| NVWM, LLC | 10,624 | $2.24M | 0.73% | +3,399+47.0% | Added |
| Lake Street Advisors Group, LLC | 10,621 | $2.24M | 0.12% | +53+0.5% | Added |
| Wellington Shields Capital Management, LLC | 10,610 | $2.24M | 0.27% | −79,951−88.3% | Reduced |
| Two Sigma Investments, LP | 10,600 | $2.24M | 0.01% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 10,574 | $2.23M | 1.00% | −2,655−20.1% | Reduced |
| Boltwood Capital Management | 10,531 | $2.22M | 0.80% | +50.0% | Added |
| Investment Management Corp of Ontario | 10,503 | $2.22M | 0.09% | +10,503 | New |
| Trivant Custom Portfolio Group, LLC | 10,484 | $2.21M | 1.56% | +501+5.0% | Added |
| Pinnacle Holdings, LLC | 10,472 | $2.21M | 0.99% | −71−0.7% | Reduced |
| Grove Bank & Trust | 10,459 | $2.21M | 0.45% | −1,571−13.1% | Reduced |
| Roberts Wealth Advisors, LLC | 10,431 | $2.20M | 0.97% | −329−3.1% | Reduced |
| Flagship Harbor Advisors, LLC | 10,421 | $2.20M | 0.18% | −2,618−20.1% | Reduced |
| Legacy Private Trust Co. | 10,381 | $2.19M | 0.18% | +1,694+19.5% | Added |
| Richelieu Gestion PLC | 10,351 | $2.19M | 1.82% | −1,594−13.3% | Reduced |
| Virtu Financial LLC | 10,352 | $2.19M | 0.17% | +10,352 | New |
| GPM Growth Investors, Inc. | 10,314 | $2.18M | 1.14% | −50−0.5% | Reduced |
| Herbst Group, LLC | 10,305 | $2.18M | 1.50% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 10,268 | $2.17M | 1.74% | +329+3.3% | Added |
| Crestline Management, LP | 10,241 | $2.16M | 0.24% | +10,241 | New |
| Nicolet Bankshares Inc | 13,320 | $2.15M | 0.61% | +3,149+31.0% | Added |
| Welch & Forbes LLC | 10,171 | $2.15M | 0.03% | −26−0.3% | Reduced |