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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 7,614 | $1.61M | 0.26% | +1,102+16.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,611 | $1.61M | 0.39% | +53+0.7% | Added |
| Cypress Capital Group | 7,608 | $1.61M | 0.23% | −103−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,600 | $1.61M | 0.35% | +202+2.7% | Added |
| Wolf Group Capital Advisors | 7,534 | $1.60M | 0.80% | −866−10.3% | Reduced |
| Schmidt P J Investment Management Inc | 7,065 | $1.60M | 0.32% | −158−2.2% | Reduced |
| Intrust Bank NA | 7,554 | $1.60M | 0.19% | +79+1.1% | Added |
| Moneta Group Investment Advisors LLC | 7,521 | $1.59M | 0.04% | −2,131−22.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,503 | $1.59M | 1.38% | −450−5.7% | Reduced |
| Personal Cfo Solutions, LLC | 7,502 | $1.58M | 0.32% | −1,558−17.2% | Reduced |
| Steinberg Asset Management LLC | 7,496 | $1.58M | 1.52% | −99−1.3% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.58M | 1.00% | 0 | New |
| Norway Savings Bank | 7,426 | $1.57M | 0.86% | +810+12.2% | Added |
| Wintrust Investments LLC | 7,423 | $1.57M | 0.16% | +7,423 | New |
| Wealth Management Partners, LLC | 7,390 | $1.56M | 0.98% | +608+9.0% | Added |
| Sound View Wealth Advisors Group, LLC | 7,390 | $1.56M | 0.20% | −718−8.9% | Reduced |
| Chickasaw Capital Management LLC | 7,384 | $1.56M | 0.09% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 7,350 | $1.55M | 2.49% | −545−6.9% | Reduced |
| Center for Financial Planning, Inc. | 7,324 | $1.55M | 0.32% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 7,317 | $1.55M | 1.05% | +7,317 | New |
| Charter Research & Investment Group, Inc. | 7,297 | $1.54M | 1.28% | −315−4.1% | Reduced |
| Alterity Financial Group, LLC | 7,270 | $1.54M | 2.22% | −2,100−22.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,266 | $1.54M | 0.07% | −877−10.8% | Reduced |
| Rational Advisors LLC | 7,257 | $1.53M | 0.13% | −6,938−48.9% | Reduced |
| Ascent Wealth Partners, LLC | 7,455 | $1.53M | 0.27% | +614+9.0% | Added |
| Bristlecone Advisors, LLC | 7,234 | $1.53M | 0.15% | +95+1.3% | Added |
| Bay Rivers Group | 7,220 | $1.53M | 1.14% | −78−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 7,219 | $1.53M | 0.71% | −203−2.7% | Reduced |
| Amica Retiree Medical Trust | 7,205 | $1.52M | 1.70% | −460−6.0% | Reduced |
| Tiedemann Advisors, LLC | 7,167 | $1.51M | 0.06% | +130+1.8% | Added |
| Ronald Blue Trust, Inc. | 7,573 | $1.51M | 0.02% | −1,687−18.2% | Reduced |
| Koshinski Asset Management, Inc. | 7,161 | $1.51M | 0.16% | −2,554−26.3% | Reduced |
| Boyd Watterson Asset Management LLC | 7,129 | $1.51M | 0.60% | −4−0.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $1.51M | 0.83% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 7,121 | $1.50M | 0.65% | +7,121 | New |
| Stock Yards Bank & Trust Co | 7,062 | $1.49M | 0.05% | +41+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 7,025 | $1.48M | 0.24% | −654−8.5% | Reduced |
| Northstar Group, Inc. | 7,022 | $1.48M | 0.35% | −75−1.1% | Reduced |
| Global Retirement Partners, LLC | 6,990 | $1.48M | 0.07% | +319+4.8% | Added |
| EPG Wealth Management LLC | 6,975 | $1.47M | 0.44% | +392+6.0% | Added |
| Stonegate Investment Group, LLC | 6,940 | $1.47M | 0.05% | +758+12.3% | Added |
| Brandywine Managers, LLC | 6,913 | $1.46M | 0.96% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,611 | $1.46M | 0.08% | −859−11.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,891 | $1.46M | 0.11% | −1,558−18.4% | Reduced |
| Bard Financial Services, Inc. | 6,885 | $1.45M | 0.11% | −575−7.7% | Reduced |
| Heritage Trust Co | 6,880 | $1.45M | 0.21% | +323+4.9% | Added |
| Wealthcare Advisory Partners LLC | 6,857 | $1.45M | 0.06% | −28−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,856 | $1.45M | 0.24% | −13−0.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,855 | $1.45M | 0.43% | −212−3.0% | Reduced |
| IMA Wealth, Inc. | 6,846 | $1.45M | 0.37% | −1,247−15.4% | Reduced |
| Missouri Trust & Investment Co | 6,837 | $1.44M | 0.81% | −69−1.0% | Reduced |
| Wealthspire Advisors, LLC | 6,831 | $1.44M | 0.02% | +481+7.6% | Added |
| Laffer Tengler Investments | 6,829 | $1.44M | 0.38% | +130+1.9% | Added |
| Quadrant Capital Group LLC | 6,818 | $1.44M | 0.14% | −25−0.4% | Reduced |
| Arrowroot Family Office, LLC | 6,787 | $1.43M | 1.09% | −232−3.3% | Reduced |
| Lindbrook Capital, LLC | 6,782 | $1.43M | 0.15% | +1,828+36.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,254 | $1.43M | 0.75% | +30+0.5% | Added |
| 1776 Wealth LLC | 6,681 | $1.41M | 0.75% | +336+5.3% | Added |
| Change Path, LLC | 6,663 | $1.41M | 0.07% | −1,416−17.5% | Reduced |
| Doliver Advisors, LP | 6,633 | $1.40M | 0.43% | +1,195+22.0% | Added |
| Modera Wealth Management, LLC | 6,630 | $1.40M | 0.03% | +4,980+301.8% | Added |
| Clark Capital Management Group, Inc. | 6,619 | $1.40M | 0.01% | −63−0.9% | Reduced |
| Capstone Triton Financial Group, LLC | 6,616 | $1.40M | 0.96% | −200−2.9% | Reduced |
| TLWM | 6,573 | $1.39M | 0.40% | +85+1.3% | Added |
| Park Place Capital Corp | 6,570 | $1.39M | 0.39% | −2,121−24.4% | Reduced |
| Camarda Financial Advisors, LLC | 6,568 | $1.39M | 0.69% | +6,568 | New |
| M&R Capital Management Inc | 6,506 | $1.37M | 0.36% | +1,994+44.2% | Added |
| Mission Creek Capital Partners, Inc. | 6,502 | $1.37M | 0.44% | +573+9.7% | Added |
| Jacobi Capital Management LLC | 6,496 | $1.37M | 0.15% | +114+1.8% | Added |
| Voya Financial Advisors, Inc. | 6,520 | $1.37M | 0.16% | +455+7.5% | Added |
| First County Bank | 6,493 | $1.37M | 0.67% | +329+5.3% | Added |
| Columbia Trust Co 01012016 | 6,456 | $1.36M | 0.77% | −288−4.3% | Reduced |
| Occidental Asset Management, LLC | 6,453 | $1.36M | 0.31% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,441 | $1.36M | 0.44% | −68−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,424 | $1.36M | 0.13% | −78−1.2% | Reduced |
| Signature Wealth Management Group | 6,416 | $1.36M | 0.63% | −501−7.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,387 | $1.35M | 0.37% | −3,384−34.6% | Reduced |
| Northwest Bank & Trust Co | 6,377 | $1.35M | 1.30% | +6,377 | New |
| Mirabella Financial Services LLP | 6,374 | $1.35M | 0.16% | +1,818+39.9% | Added |
| Eagle Strategies LLC | 6,372 | $1.35M | 0.33% | −206−3.1% | Reduced |
| Lake Street Financial LLC | 6,365 | $1.34M | 0.24% | +4,904+335.7% | Added |
| Cito Capital Group, LLC | 6,350 | $1.34M | 0.61% | +460+7.8% | Added |
| Keudell/Morrison Wealth Management | 6,349 | $1.34M | 0.39% | −279−4.2% | Reduced |
| Altfest L J & Co Inc | 6,342 | $1.34M | 0.20% | −59−0.9% | Reduced |
| Archford Capital Strategies, LLC | 5,937 | $1.34M | 0.25% | +71+1.2% | Added |
| Knollwood Investment Advisory, LLC | 6,330 | $1.34M | 0.45% | +4,939+355.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,305 | $1.33M | 0.13% | +1,023+19.4% | Added |
| Thompson Siegel & Walmsley LLC | 6,300 | $1.33M | 0.02% | +1,500+31.3% | Added |
| V-Square Quantitative Management LLC | 6,278 | $1.33M | 0.97% | +81+1.3% | Added |
| TRUE Private Wealth Advisors | 6,272 | $1.33M | 0.20% | −103−1.6% | Reduced |
| Rossmore Private Capital | 6,269 | $1.32M | 0.20% | −6−0.1% | Reduced |
| Atlas Brown,Inc. | 6,237 | $1.32M | 0.58% | +44+0.7% | Added |
| Leelyn Smith, LLC | 6,232 | $1.32M | 0.32% | +33+0.5% | Added |
| Western Wealth Management, LLC | 6,226 | $1.32M | 0.11% | +414+7.1% | Added |
| Cynosure Management, LLC | 6,220 | $1.31M | 0.40% | +6,220 | New |
| First Pacific Financial | 6,153 | $1.30M | 0.55% | −95−1.5% | Reduced |
| Echo Street Capital Management LLC | 6,147 | $1.30M | 0.01% | +2,477+67.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,145 | $1.30M | 0.83% | +370+6.4% | Added |
| ProVise Management Group, LLC | 6,119 | $1.29M | 0.12% | +137+2.3% | Added |
| Morse Asset Management, Inc | 6,079 | $1.28M | 0.39% | +2,662+77.9% | Added |