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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 6,073 | $1.28M | 1.05% | +6,073 | New |
| Sanders Morris Harris LLC | 6,061 | $1.28M | 0.28% | +6,061 | New |
| Saturna Capital CORP | 6,020 | $1.27M | 0.02% | +980+19.4% | Added |
| EverSource Wealth Advisors, LLC | 6,013 | $1.27M | 0.14% | +336+5.9% | Added |
| Trillium Asset Management, LLC | 6,006 | $1.27M | 0.04% | −1,265−17.4% | Reduced |
| Absolute Capital Management, LLC | 6,001 | $1.27M | 1.17% | +6,001 | New |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.27M | 0.16% | −4,000−40.0% | Reduced |
| Charter Oak Capital Management, LLC | 5,974 | $1.26M | 0.16% | +134+2.3% | Added |
| River & Mercantile Asset Management LLP | 5,960 | $1.26M | 0.25% | +160+2.8% | Added |
| Keeler Thomas Management LLC | 5,955 | $1.26M | 0.51% | −453−7.1% | Reduced |
| Conning Inc. | 5,946 | $1.26M | 0.04% | −860−12.6% | Reduced |
| Scott & Selber, Inc. | 5,910 | $1.25M | 0.49% | −9−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 5,903 | $1.25M | 0.09% | −3,346−36.2% | Reduced |
| Gamco Investors, Inc. Et Al | 5,902 | $1.25M | 0.01% | +578+10.9% | Added |
| Ironwood Investment Management LLC | 5,901 | $1.25M | 0.72% | −111−1.8% | Reduced |
| Wallace Advisory Group, LLC | 6,235 | $1.25M | 0.95% | 00.0% | Unchanged |
| Options Solutions, LLC | 5,867 | $1.24M | 1.22% | +86+1.5% | Added |
| Werba Rubin Papier Wealth Management | 5,864 | $1.24M | 0.43% | +28+0.5% | Added |
| Riverview Capital Advisers, LLC | 5,864 | $1.24M | 0.54% | +41+0.7% | Added |
| Next Century Growth Investors LLC | 5,842 | $1.23M | 0.12% | −1,220−17.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,812 | $1.23M | 0.33% | +113+2.0% | Added |
| Chicago Trust Co NA | 5,786 | $1.22M | 0.29% | +651+12.7% | Added |
| Donaldson Capital Management, LLC | 5,770 | $1.22M | 0.06% | −594−9.3% | Reduced |
| Country Club Bank | 5,778 | $1.22M | 0.10% | +50+0.9% | Added |
| Intellectus Partners, LLC | 5,752 | $1.22M | 0.36% | −5,079−46.9% | Reduced |
| Joseph Group Capital Management | 5,744 | $1.21M | 1.02% | +441+8.3% | Added |
| Plancorp, LLC | 5,736 | $1.21M | 0.07% | +1,479+34.7% | Added |
| Segment Wealth Management, LLC | 5,734 | $1.21M | 0.12% | +37+0.6% | Added |
| Albion Financial Group | 5,733 | $1.21M | 0.11% | −1,114−16.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,733 | $1.21M | 0.40% | +20+0.4% | Added |
| Capital Investment Advisors, LLC | 5,720 | $1.21M | 0.04% | −161−2.7% | Reduced |
| RSM US Wealth Management LLC | 5,707 | $1.21M | 0.04% | −316−5.2% | Reduced |
| Dearborn Partners LLC | 5,700 | $1.20M | 0.05% | +22+0.4% | Added |
| Regatta Capital Group, LLC | 5,697 | $1.20M | 0.38% | −324−5.4% | Reduced |
| Balentine LLC | 5,687 | $1.20M | 0.04% | +322+6.0% | Added |
| Harvest Volatility Management LLC | 5,684 | $1.20M | 0.24% | +173+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,671 | $1.20M | 0.13% | +5,671 | New |
| KRS Capital Management, LLC | 5,666 | $1.20M | 1.20% | +53+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 5,629 | $1.19M | 0.02% | +652+13.1% | Added |
| Ballast, Inc. | 5,628 | $1.19M | 0.46% | +273+5.1% | Added |
| Thrive Wealth Management, LLC | 5,621 | $1.19M | 0.31% | +82+1.5% | Added |
| Mainstay Capital Management LLC | 5,613 | $1.19M | 0.21% | −230−3.9% | Reduced |
| Alta Wealth Advisors LLC | 5,611 | $1.19M | 0.70% | −83−1.5% | Reduced |
| Shorepoint Capital Partners LLC | 5,581 | $1.18M | 0.33% | +377+7.2% | Added |
| Eastover Investment Advisors LLC | 5,576 | $1.18M | 0.63% | +5,576 | New |
| Cornell Pochily Investment Advisors, Inc. | 5,572 | $1.18M | 0.48% | −10−0.2% | Reduced |
| Carr Financial Group Corp | 5,565 | $1.18M | 0.47% | −525−8.6% | Reduced |
| Legal Advantage Investments, Inc. | 5,565 | $1.18M | 0.78% | +515+10.2% | Added |
| NorthRock Partners, LLC | 5,562 | $1.18M | 0.13% | −453−7.5% | Reduced |
| Oxler Private Wealth LLC | 5,557 | $1.17M | 0.56% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 5,534 | $1.17M | 0.64% | −23−0.4% | Reduced |
| CX Institutional | 5,527 | $1.17M | 0.06% | +359+6.9% | Added |
| Laidlaw Wealth Management LLC | 5,516 | $1.17M | 0.23% | −1,478−21.1% | Reduced |
| Wambolt & Associates, LLC | 901,244 | $1.16M | 0.41% | +1670.0% | Added |
| Cornerstone National Bank & Trust Co | 5,497 | $1.16M | 0.67% | −1,063−16.2% | Reduced |
| Eqis Capital Management, Inc. | 5,496 | $1.16M | 0.13% | −203−3.6% | Reduced |
| Sciencast Management LP | 5,481 | $1.16M | 0.94% | +5,481 | New |
| Rehmann Capital Advisory Group | 5,456 | $1.15M | 0.10% | −229−4.0% | Reduced |
| Clear Harbor Asset Management, LLC | 5,448 | $1.15M | 0.11% | +172+3.3% | Added |
| Aaron Wealth Advisors | 5,445 | $1.15M | 0.15% | +180+3.4% | Added |
| Secure Asset Management, LLC | 5,412 | $1.14M | 0.35% | +73+1.4% | Added |
| Wealthsource Partners, LLC | 5,402 | $1.14M | 0.08% | −1,245−18.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,396 | $1.14M | 0.36% | +5,396 | New |
| MRP Capital Investments, LLC | 5,377 | $1.14M | 1.11% | +5,377 | New |
| Orion Capital Management LLC | 5,370 | $1.13M | 0.75% | +31+0.6% | Added |
| Camden Capital, LLC | 5,346 | $1.13M | 0.13% | +418+8.5% | Added |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.12M | 0.74% | 00.0% | Unchanged |
| Strategic Investment Advisors | 5,306 | $1.12M | 0.16% | +3,477+190.1% | Added |
| Bank of Hawaii | 5,282 | $1.12M | 0.06% | +2,490+89.2% | Added |
| Michael B. Yongue | 5,279 | $1.12M | 1.04% | −216−3.9% | Reduced |
| Prudent Man Advisors, LLC | 5,276 | $1.11M | 0.42% | −79−1.5% | Reduced |
| Coastwise Capital Group, LLC | 5,251 | $1.11M | 1.26% | −3,000−36.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $1.11M | 0.18% | −477−8.4% | Reduced |
| Argent Advisors, Inc. | 5,201 | $1.10M | 0.50% | +249+5.0% | Added |
| Avantax Planning Partners, Inc. | 5,196 | $1.10M | 0.04% | −145−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 5,177 | $1.09M | 0.40% | +187+3.7% | Added |
| Connective Portfolio Management, LLC | 5,170 | $1.09M | 2.71% | −6,195−54.5% | Reduced |
| Belpointe Asset Management LLC | 5,165 | $1.09M | 0.12% | −8,253−61.5% | Reduced |
| Ayrshire Capital Management LLC | 4,732 | $1.09M | 0.69% | +66+1.4% | Added |
| Etesian Wealth Advisors, Inc. | 5,159 | $1.09M | 0.71% | +174+3.5% | Added |
| Okabena Investment Services Inc | 5,154 | $1.09M | 0.80% | +5,154 | New |
| Shikiar Asset Management Inc | 5,140 | $1.09M | 0.35% | −2,060−28.6% | Reduced |
| Clare Market Investments LLC | 5,140 | $1.09M | 0.40% | +1,898+58.5% | Added |
| Arete Wealth Advisors, LLC | 5,138 | $1.08M | 0.10% | −628−10.9% | Reduced |
| EFG Asset Management (North America) Corp. | 5,136 | $1.08M | 0.23% | −1,118−17.9% | Reduced |
| Aldebaran Financial Inc. | 5,129 | $1.08M | 1.55% | −1,277−19.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,129 | $1.08M | 0.37% | −20.0% | Reduced |
| Intact Investment Management Inc. | 5,110 | $1.08M | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,110 | $1.08M | 0.32% | −18,563−78.4% | Reduced |
| Lumina Fund Management LLC | 5,100 | $1.08M | 0.48% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 5,055 | $1.07M | 0.27% | +365+7.8% | Added |
| Guerra Pan Advisors, LLC | 5,046 | $1.07M | 1.18% | +7+0.1% | Added |
| VELA Investment Management, LLC | 5,040 | $1.06M | 0.49% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,018 | $1.06M | 0.30% | +5,018 | New |
| Venturi Wealth Management, LLC | 5,010 | $1.06M | 0.09% | +1,981+65.4% | Added |
| 9258 Wealth Management, LLC | 5,008 | $1.06M | 0.20% | +339+7.3% | Added |
| Thomas White International Ltd | 5,001 | $1.06M | 0.22% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.06M | 0.68% | −13,000−72.2% | Reduced |
| StoneX Group Inc. | 4,979 | $1.05M | 0.11% | +152+3.1% | Added |
| Legacy Bridge, LLC | 4,974 | $1.05M | 0.70% | +125+2.6% | Added |