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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 10,170 | $2.15M | 0.59% | −559−5.2% | Reduced |
| Acorn Financial Advisory Services Inc | 10,046 | $2.12M | 0.38% | −257−2.5% | Reduced |
| Ingalls & Snyder LLC | 10,023 | $2.12M | 0.10% | −356−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 10,009 | $2.11M | 0.37% | +10,009 | New |
| Hancock Whitney Corp | 9,982 | $2.11M | 0.08% | −498−4.8% | Reduced |
| Tiemann Investment Advisors, LLC | 9,955 | $2.10M | 1.07% | +195+2.0% | Added |
| MUFG Securities EMEA plc | 9,925 | $2.10M | 0.05% | −3,916−28.3% | Reduced |
| Institute for Wealth Management, LLC. | 9,850 | $2.08M | 0.37% | +496+5.3% | Added |
| Graypoint LLC | 9,834 | $2.08M | 0.21% | +1,587+19.2% | Added |
| Northcape Capital Pty Ltd | 9,809 | $2.07M | 0.26% | −1,886−16.1% | Reduced |
| Privium Fund Management (UK) Ltd | 9,833 | $2.07M | 1.63% | 00.0% | Unchanged |
| We Are One Seven, LLC | 9,789 | $2.07M | 0.19% | −1,561−13.8% | Reduced |
| TD Private Client Wealth LLC | 9,784 | $2.07M | 0.09% | −284−2.8% | Reduced |
| Ritholtz Wealth Management | 9,724 | $2.05M | 0.09% | +522+5.7% | Added |
| 180 Wealth Advisors, LLC | 9,697 | $2.05M | 0.45% | −1,336−12.1% | Reduced |
| Sculati Wealth Management, LLC | 9,694 | $2.05M | 1.03% | −76−0.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,659 | $2.04M | 0.51% | +227+2.4% | Added |
| Cipher Capital LP | 9,651 | $2.04M | 0.35% | +9,651 | New |
| WD Rutherford LLC | 9,624 | $2.03M | 1.30% | +305+3.3% | Added |
| Aj Wealth Strategies, LLC | 9,562 | $2.02M | 0.10% | +96+1.0% | Added |
| Machina Capital S.A.S. | 9,513 | $2.01M | 1.14% | +7,648+410.1% | Added |
| Quantum Private Wealth, LLC | 9,507 | $2.01M | 0.93% | −159−1.6% | Reduced |
| Sturgeon Ventures LLP | 9,487 | $2.00M | 2.71% | +1,937+25.7% | Added |
| AIA Group Ltd | 9,388 | $1.98M | 0.10% | −4,246−31.1% | Reduced |
| E Fund Management Co., Ltd. | 9,386 | $1.98M | 0.16% | −1,406−13.0% | Reduced |
| Engineers Gate Manager LP | 9,376 | $1.98M | 0.07% | −46,954−83.4% | Reduced |
| Fulton Bank, N.A. | 9,371 | $1.98M | 0.10% | −1,882−16.7% | Reduced |
| XTX Topco Ltd | 9,311 | $1.97M | 0.35% | +9,311 | New |
| Stamos Capital Partners, L.P. | 9,310 | $1.97M | 0.46% | −5,820−38.5% | Reduced |
| Old North State Wealth Management, LLC | 9,303 | $1.97M | 1.72% | +118+1.3% | Added |
| Roman Butler Fullerton & Co | 8,306 | $1.95M | 0.89% | +4,085+96.8% | Added |
| Aft, Forsyth & Company, Inc. | 9,197 | $1.94M | 1.38% | −135−1.4% | Reduced |
| Mutual Advisors, LLC | 9,194 | $1.94M | 0.07% | −570−5.8% | Reduced |
| Triangle Securities Wealth Management | 9,132 | $1.93M | 0.66% | −208−2.2% | Reduced |
| Baystate Wealth Management LLC | 9,125 | $1.93M | 0.16% | −185−2.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,057 | $1.91M | 0.66% | −79−0.9% | Reduced |
| iA Global Asset Management Inc. | 9,049 | $1.91M | 0.05% | +9,049 | New |
| Liontrust Investment Partners LLP | 9,000 | $1.90M | 0.03% | −32,000−78.0% | Reduced |
| Bangor Savings Bank | 8,971 | $1.90M | 0.21% | +55+0.6% | Added |
| Beaumont Asset Management, L.L.C. | 8,926 | $1.89M | 1.43% | −82−0.9% | Reduced |
| G&S Capital LLC | 8,919 | $1.88M | 0.91% | +8,919 | New |
| Midwest Professional Planners, LTD. | 8,914 | $1.88M | 0.82% | +2,138+31.6% | Added |
| Bradley Mark J. | 8,882 | $1.88M | 1.86% | −4,390−33.1% | Reduced |
| Private Trust Co NA | 8,880 | $1.88M | 0.24% | +908+11.4% | Added |
| IPG Investment Advisors LLC | 8,846 | $1.87M | 0.41% | −2,557−22.4% | Reduced |
| Segall Bryant & Hamill, LLC | 8,791 | $1.86M | 0.02% | +12+0.1% | Added |
| Principle Wealth Partners LLC | 8,785 | $1.86M | 0.19% | −100−1.1% | Reduced |
| United Bank | 8,761 | $1.85M | 1.05% | −765−8.0% | Reduced |
| Vetamer Capital Management, L.P. | 8,752 | $1.85M | 2.85% | −90−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,732 | $1.84M | 1.51% | −313−3.5% | Reduced |
| Bell Bank | 8,727 | $1.84M | 0.20% | −367−4.0% | Reduced |
| Gs Investments, Inc. | 8,693 | $1.84M | 1.00% | −40−0.5% | Reduced |
| Geneva Capital Management LLC | 8,658 | $1.83M | 0.04% | −368−4.1% | Reduced |
| Wrapmanager Inc | 8,637 | $1.82M | 0.56% | −94−1.1% | Reduced |
| L.M. Kohn & Company | 8,632 | $1.82M | 0.69% | +30+0.3% | Added |
| Harvey Capital Management Inc | 8,625 | $1.82M | 0.67% | −4,700−35.3% | Reduced |
| Optas, LLC | 8,570 | $1.81M | 0.61% | −33−0.4% | Reduced |
| TrinityPoint Wealth, LLC | 8,531 | $1.80M | 0.35% | −16−0.2% | Reduced |
| Aviance Capital Partners, LLC | 8,434 | $1.78M | 0.38% | +2,166+34.6% | Added |
| Charter Trust Co | 8,413 | $1.78M | 0.14% | +8,413 | New |
| Psagot Value Holdings Ltd. / (Israel) | 8,428 | $1.77M | 0.90% | +990+13.3% | Added |
| Bank Ozk | 8,381 | $1.77M | 0.84% | −2,364−22.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 8,364 | $1.77M | 0.38% | −1,009−10.8% | Reduced |
| Cumberland Partners Ltd | 8,350 | $1.76M | 0.16% | +4,250+103.7% | Added |
| Atlantic Trust, LLC | 8,814 | $1.76M | 0.57% | −700−7.4% | Reduced |
| Beck Capital Management, LLC | 8,317 | $1.76M | 0.69% | +8,317 | New |
| F/M Investments LLC | 8,304 | $1.75M | 1.29% | −12−0.1% | Reduced |
| Navalign, LLC | 8,280 | $1.75M | 0.70% | +16+0.2% | Added |
| WSFS Capital Management, LLC | 8,270 | $1.75M | 0.16% | −2,787−25.2% | Reduced |
| Hudson Canyon Capital Management | 8,258 | $1.74M | 1.38% | −268−3.1% | Reduced |
| Lazari Capital Management, Inc. | 8,223 | $1.74M | 0.98% | +8,223 | New |
| Prana Capital Management, LP | 8,189 | $1.73M | 0.12% | +5,926+261.9% | Added |
| IronBridge Private Wealth, LLC | 8,177 | $1.73M | 0.97% | +8,177 | New |
| VeraBank, N.A. | 8,176 | $1.73M | 0.67% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 8,129 | $1.72M | 1.67% | +145+1.8% | Added |
| DRW Securities, LLC | 8,118 | $1.72M | 0.13% | +8,118 | New |
| Field & Main Bank | 8,077 | $1.71M | 0.95% | −17−0.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 8,076 | $1.71M | 0.13% | +6,283+350.4% | Added |
| Edge Capital Group, LLC | 8,067 | $1.70M | 0.10% | −126−1.5% | Reduced |
| Financial Engines Advisors L.L.C. | 8,056 | $1.70M | 0.00% | −212−2.6% | Reduced |
| Interval Partners, LP | 8,000 | $1.69M | 0.08% | −63,290−88.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.69M | 0.61% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 7,432 | $1.69M | 1.45% | −473−6.0% | Reduced |
| Resources Management Corp | 7,991 | $1.69M | 0.26% | +7,988+266,266.7% | Added |
| Nicholas Investment Partners, LP | 7,963 | $1.68M | 0.12% | +977+14.0% | Added |
| Forum Financial Management, LP | 7,963 | $1.68M | 0.04% | −53−0.7% | Reduced |
| Waldron Private Wealth LLC | 7,932 | $1.68M | 0.08% | −596−7.0% | Reduced |
| IHT Wealth Management, LLC | 7,926 | $1.67M | 0.09% | −48−0.6% | Reduced |
| South Dakota Investment Council | 7,900 | $1.67M | 0.03% | +7,900 | New |
| Beck Bode, LLC | 7,897 | $1.67M | 0.41% | +7,897 | New |
| Bridgewater Associates, LP | 7,890 | $1.67M | 0.01% | +1,471+22.9% | Added |
| Shepherd Financial Partners LLC | 7,888 | $1.67M | 0.26% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,859 | $1.66M | 0.24% | +212+2.8% | Added |
| Berkshire Bank | 7,841 | $1.66M | 0.46% | −1,337−14.6% | Reduced |
| Birinyi Associates Inc | 7,840 | $1.66M | 0.60% | +1,900+32.0% | Added |
| DB Fitzpatrick & Co, Inc | 7,819 | $1.65M | 1.74% | −1,704−17.9% | Reduced |
| CenterBook Partners LP | 7,812 | $1.65M | 0.21% | −10,415−57.1% | Reduced |
| Nikulski Financial, Inc. | 7,776 | $1.64M | 0.68% | +403+5.5% | Added |
| Financial Advocates Investment Management | 7,653 | $1.62M | 0.12% | +21+0.3% | Added |
| WP Advisors, LLC | 7,625 | $1.61M | 0.64% | +204+2.7% | Added |