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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 4,974 | $1.05M | 0.14% | −406−7.5% | Reduced |
| Great Diamond Partners, LLC | 4,967 | $1.05M | 0.28% | +1,149+30.1% | Added |
| Atom Investors LP | 4,965 | $1.05M | 0.40% | +1,259+34.0% | Added |
| RFG Advisory, LLC | 4,963 | $1.05M | 0.05% | +859+20.9% | Added |
| Wolff Wiese Magana LLC | 4,959 | $1.05M | 0.81% | −38−0.8% | Reduced |
| Claybrook Capital, LLC | 4,950 | $1.05M | 0.56% | −100−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,950 | $1.05M | 0.28% | +4,500+1,000.0% | Added |
| AMG National Trust Bank | 4,947 | $1.05M | 0.03% | +3,152+175.6% | Added |
| International Assets Investment Management, LLC | 4,942 | $1.04M | 0.14% | −397−7.4% | Reduced |
| BerganKDV Wealth Management, LLC | 4,933 | $1.04M | 0.10% | +376+8.3% | Added |
| Cooper Financial Group | 4,923 | $1.04M | 0.26% | +736+17.6% | Added |
| Parcion Private Wealth LLC | 4,922 | $1.04M | 0.10% | +92+1.9% | Added |
| Pier 88 Investment Partners LLC | 4,920 | $1.04M | 0.26% | −13,563−73.4% | Reduced |
| Congress Asset Management Co | 4,916 | $1.04M | 0.01% | −585−10.6% | Reduced |
| Exencial Wealth Advisors, LLC | 4,904 | $1.04M | 0.05% | −398−7.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,887 | $1.03M | 0.62% | −71−1.4% | Reduced |
| Diligent Investors, LLC | 4,878 | $1.03M | 0.30% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,869 | $1.03M | 0.21% | +676+16.1% | Added |
| Focus Financial Network, Inc. | 4,857 | $1.03M | 0.06% | +1,042+27.3% | Added |
| CWA Asset Management Group, LLC | 4,852 | $1.03M | 0.07% | +373+8.3% | Added |
| Wealth Advisors of Iowa, LLC | 4,844 | $1.02M | 0.75% | −602−11.1% | Reduced |
| Highlander Capital Management, LLC | 4,842 | $1.02M | 0.47% | −400−7.6% | Reduced |
| Brown Capital Management LLC | 4,795 | $1.01M | 0.01% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,778 | $1.01M | 0.76% | −147−3.0% | Reduced |
| RIA Advisory Group LLC | 4,767 | $1.01M | 0.43% | −2,714−36.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,758 | $1.01M | 0.74% | −470−9.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,746 | $1.00M | 0.09% | +441+10.2% | Added |
| GPS Wealth Strategies Group, LLC | 4,731 | $999.5K | 0.19% | −1,643−25.8% | Reduced |
| First Citizens Bank & Trust Co | 4,729 | $999.0K | 0.02% | +409+9.5% | Added |
| Brown, Lisle/Cummings, Inc. | 4,719 | $996.9K | 0.45% | +165+3.6% | Added |
| Old Well Partners, LLC | 4,700 | $992.9K | 0.90% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $992.9K | 0.41% | +150+3.3% | Added |
| Peterson Wealth Management | 4,692 | $991.2K | 0.79% | +4,692 | New |
| Ascension Asset Management LLC | 4,690 | $990.8K | 0.61% | +4,690 | New |
| Westside Investment Management, Inc. | 4,670 | $986.9K | 0.28% | −60−1.3% | Reduced |
| Seven Springs Wealth Group, LLC | 4,665 | $985.5K | 0.47% | +417+9.8% | Added |
| Legacy Capital Group California, Inc. | 4,661 | $984.7K | 0.41% | +4,661 | New |
| Wade G W & Inc | 4,632 | $979.0K | 0.04% | −36−0.8% | Reduced |
| Ellevest, Inc. | 4,629 | $977.9K | 0.07% | +659+16.6% | Added |
| Nations Financial Group Inc, | 4,618 | $975.6K | 0.10% | +77+1.7% | Added |
| Vista Private Wealth Partners. LLC | 4,554 | $974.8K | 0.40% | +4+0.1% | Added |
| Sargent Investment Group, LLC | 4,595 | $970.7K | 0.24% | +35+0.8% | Added |
| Smith, Salley & Associates | 4,590 | $969.7K | 0.07% | −80−1.7% | Reduced |
| SYSTM Wealth Solutions LLC | 4,572 | $965.9K | 0.13% | +1,430+45.5% | Added |
| HM Payson & Co | 4,566 | $964.6K | 0.02% | +411+9.9% | Added |
| Moseley Investment Management Inc | 4,559 | $963.1K | 0.56% | −176−3.7% | Reduced |
| Geller Advisors LLC | 4,555 | $962.3K | 0.12% | +3,022+197.1% | Added |
| Financial Architects, Inc | 4,540 | $959.2K | 0.14% | +45+1.0% | Added |
| Western Pacific Wealth Management, LP | 4,531 | $957.2K | 0.73% | −14−0.3% | Reduced |
| Monetta Financial Services Inc | 4,500 | $950.7K | 0.93% | +1,000+28.6% | Added |
| Bridges Investment Management Inc | 4,469 | $944.1K | 0.03% | −3,859−46.3% | Reduced |
| BFSG, LLC | 4,467 | $944.0K | 0.16% | +167+3.9% | Added |
| Goodman Advisory Group, LLC | 4,465 | $943.3K | 0.35% | −9,862−68.8% | Reduced |
| Renasant Bank | 4,456 | $941.4K | 0.77% | −2,117−32.2% | Reduced |
| Coastline Trust Co | 4,448 | $939.7K | 0.13% | +4,448 | New |
| PSI Advisors, LLC | 4,432 | $936.3K | 0.41% | −800−15.3% | Reduced |
| Ergoteles LLC | 4,425 | $934.8K | 0.04% | −7,595−63.2% | Reduced |
| Wright Investors Service Inc | 4,390 | $927.4K | 0.26% | −284−6.1% | Reduced |
| Ascent Group, LLC | 4,365 | $923.5K | 0.10% | −325−6.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,333 | $915.4K | 0.07% | +1,660+62.1% | Added |
| Essex Savings Bank | 4,326 | $913.9K | 0.31% | −547−11.2% | Reduced |
| Meridian Financial Partners LLC | 3,998 | $912.0K | 0.55% | +90+2.3% | Added |
| CIC Wealth, LLC | 4,306 | $909.7K | 0.31% | −10.0% | Reduced |
| 1st Source Bank | 4,304 | $909.3K | 0.06% | −124−2.8% | Reduced |
| Investors Research Corp | 4,287 | $905.7K | 0.23% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4,253 | $898.0K | 0.39% | +1,999+88.7% | Added |
| Chemistry Wealth Management LLC | 4,236 | $894.9K | 0.29% | +96+2.3% | Added |
| Great Lakes Retirement, Inc. | 4,228 | $893.3K | 0.16% | −102−2.4% | Reduced |
| 626 Financial, LLC | 4,219 | $891.3K | 0.57% | −72−1.7% | Reduced |
| Avestar Capital, LLC | 4,194 | $886.0K | 0.15% | +302+7.8% | Added |
| Romano Brothers and Company | 4,178 | $882.6K | 0.13% | +100+2.5% | Added |
| Williams Jones Wealth Management, LLC. | 4,138 | $874.2K | 0.01% | −972−19.0% | Reduced |
| Central Bank & Trust Co | 4,136 | $873.8K | 0.15% | +466+12.7% | Added |
| Perennial Investment Advisors, LLC | 4,128 | $871.7K | 0.16% | −129−3.0% | Reduced |
| Avitas Wealth Management LLC | 4,123 | $871.0K | 0.16% | −59−1.4% | Reduced |
| Dark Forest Capital Management LP | 4,123 | $871.0K | 0.09% | +4,123 | New |
| KG&L Capital Management,LLC | 4,088 | $863.6K | 0.41% | −549−11.8% | Reduced |
| First United Bank Trust | 4,087 | $863.4K | 0.38% | −40−1.0% | Reduced |
| Sage Rhino Capital LLC | 4,084 | $862.8K | 0.24% | +34+0.8% | Added |
| Jmac Enterprises LLC | 4,083 | $862.6K | 0.21% | −25−0.6% | Reduced |
| JT Stratford LLC | 4,082 | $862.4K | 0.23% | +2,992+274.5% | Added |
| Moloney Securities Asset Management, LLC | 4,080 | $861.9K | 0.15% | +116+2.9% | Added |
| PDS Planning, Inc | 4,056 | $856.9K | 0.11% | +699+20.8% | Added |
| Northstar Asset Management LLC | 4,027 | $850.7K | 0.23% | −442−9.9% | Reduced |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.20% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,023 | $846.8K | 0.15% | +1,023+34.1% | Added |
| TCG Advisory Services, LLC | 4,002 | $845.5K | 0.14% | −151−3.6% | Reduced |
| HBK Sorce Advisory LLC | 3,999 | $844.8K | 0.04% | −32−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,987 | $842.3K | 0.15% | +3,987 | New |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $841.9K | 2.66% | +1,880+89.3% | Added |
| Nichols & Pratt Advisers LLP | 3,980 | $840.8K | 0.06% | +2,500+168.9% | Added |
| Brady Family Wealth, LLC | 3,956 | $835.7K | 0.31% | +6+0.2% | Added |
| Sentry Investment Management LLC | 3,949 | $834.0K | 0.32% | −555−12.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,947 | $833.8K | 0.52% | −50−1.3% | Reduced |
| Texas Yale Capital Corp. | 3,941 | $832.6K | 0.04% | −222−5.3% | Reduced |
| Midwest Financial Group LLC | 3,939 | $832.0K | 0.71% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,916 | $827.3K | 0.49% | +3,916 | New |
| Maven Securities LTD | 3,916 | $827.3K | 0.12% | +3,916 | New |
| Farther Finance Advisors, LLC | 3,905 | $825.0K | 0.18% | +324+9.0% | Added |
| Augustine Asset Management Inc | 3,873 | $818.2K | 0.38% | +5+0.1% | Added |