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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 3,871 | $817.8K | 0.15% | +364+10.4% | Added |
| Winton Group Ltd | 3,866 | $816.7K | 0.07% | +3,866 | New |
| Ropes Wealth Advisors LLC | 3,859 | $815.3K | 0.14% | +143+3.8% | Added |
| Newman Dignan & Sheerar, Inc. | 3,854 | $814.2K | 0.25% | −46−1.2% | Reduced |
| Oder Investment Management, LLC | 3,849 | $813.1K | 0.89% | −271−6.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,844 | $812.0K | 0.24% | +31+0.8% | Added |
| PFG Investments, LLC | 3,841 | $811.5K | 0.14% | +132+3.6% | Added |
| Curbstone Financial Management Corp | 3,816 | $806.2K | 0.19% | +60+1.6% | Added |
| Symmetry Partners, LLC | 3,810 | $805.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,809 | $804.7K | 0.19% | +13+0.3% | Added |
| Warren Averett Asset Management, LLC | 3,808 | $804.5K | 0.04% | +2,347+160.6% | Added |
| Sky Investment Group LLC | 3,801 | $803.0K | 0.17% | −50−1.3% | Reduced |
| BigSur Wealth Management LLC | 3,800 | $802.8K | 0.38% | −600−13.6% | Reduced |
| Truadvice, LLC | 3,851 | $802.0K | 0.29% | +1,207+45.7% | Added |
| Claro Advisors LLC | 3,790 | $800.7K | 0.20% | +138+3.8% | Added |
| Glenview Trust Co | 3,774 | $797.3K | 0.02% | +309+8.9% | Added |
| HF Advisory Group, LLC | 3,761 | $794.5K | 0.63% | −83−2.2% | Reduced |
| Valley Brook Capital Group | 3,759 | $794.1K | 0.73% | −40−1.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 3,756 | $790.4K | 0.03% | +963+34.5% | Added |
| Proequities, Inc. | 3,720 | $785.9K | 0.06% | −41−1.1% | Reduced |
| Silicon Valley Capital Partners | 3,709 | $783.6K | 0.15% | +47+1.3% | Added |
| Riverview Trust Co | 3,706 | $782.9K | 0.71% | −71−1.9% | Reduced |
| DeDora Capital, Inc. | 3,701 | $781.9K | 0.30% | +512+16.1% | Added |
| FirstPurpose Wealth LLC | 3,679 | $777.2K | 0.33% | −766−17.2% | Reduced |
| Seed Wealth Management, Inc. | 3,650 | $771.1K | 0.82% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,635 | $767.9K | 0.09% | +963+36.0% | Added |
| David Loasby | 3,651 | $767.2K | 0.08% | +198+5.7% | Added |
| Credential Qtrade Securities Inc. | 3,624 | $765.6K | 0.05% | −65−1.8% | Reduced |
| Platform Technology Partners | 3,461 | $765.5K | 0.36% | +14+0.4% | Added |
| Allstate Corp | 3,621 | $765.0K | 0.05% | +8+0.2% | Added |
| Hilltop Holdings Inc. | 3,616 | $763.9K | 0.09% | −31−0.9% | Reduced |
| Americana Partners, LLC | 3,605 | $761.6K | 0.10% | +1,975+121.2% | Added |
| Paradigm Financial Partners, LLC | 3,602 | $761.0K | 0.21% | −101−2.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,601 | $760.7K | 0.20% | −20−0.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,597 | $759.9K | 0.31% | −72−2.0% | Reduced |
| RMR Wealth Builders | 3,588 | $758.0K | 0.13% | −1,176−24.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,585 | $757.4K | 0.03% | −272−7.1% | Reduced |
| LCM Capital Management Inc | 3,579 | $756.1K | 0.61% | +44+1.2% | Added |
| Lokken Investment Group LLC | 3,578 | $755.9K | 0.49% | +3,578 | New |
| Congress Wealth Management LLC | 3,574 | $755.1K | 0.02% | −368−9.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,530 | $745.7K | 0.12% | −830−19.0% | Reduced |
| Davenport & Co LLC | 3,510 | $741.5K | 0.01% | +129+3.8% | Added |
| Charles Carroll Financial Partners, LLC | 3,500 | $739.4K | 0.94% | +3,500 | New |
| Financial Insights, Inc. | 3,493 | $737.9K | 0.27% | +1,153+49.3% | Added |
| Tectonic Advisors LLC | 3,484 | $736.0K | 0.09% | −1,057−23.3% | Reduced |
| Bowman & Co S.C. | 3,472 | $733.5K | 0.56% | +110+3.3% | Added |
| Oak Harvest Investment Services | 3,472 | $733.5K | 0.16% | −19,729−85.0% | Reduced |
| Catalyst Financial Partners LLC | 3,426 | $723.8K | 0.26% | +431+14.4% | Added |
| Principal Street Partners, LLC | 3,425 | $723.6K | 0.17% | +57+1.7% | Added |
| Cascade Investment Group, Inc. | 3,423 | $723.1K | 0.66% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3,416 | $721.7K | 0.79% | −185−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,409 | $720.2K | 0.09% | +251+7.9% | Added |
| First National Bank | 3,403 | $718.9K | 0.59% | −164−4.6% | Reduced |
| Everhart Financial Group, Inc. | 3,388 | $715.7K | 0.30% | +421+14.2% | Added |
| GFG Capital, LLC | 3,383 | $714.7K | 0.13% | −992−22.7% | Reduced |
| Private Advisory Group LLC | 3,372 | $712.4K | 0.14% | +1,729+105.2% | Added |
| Consilium Wealth Advisory, LLC | 3,369 | $711.7K | 0.49% | +616+22.4% | Added |
| Hillsdale Investment Management Inc. | 3,365 | $710.9K | 0.07% | −30−0.9% | Reduced |
| Concentric Capital Strategies, LP | 3,361 | $710.0K | 0.15% | −11,702−77.7% | Reduced |
| Calamos Wealth Management LLC | 3,357 | $709.2K | 0.05% | −496−12.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,349 | $707.5K | 0.03% | +2,177+185.8% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $701.0K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,297 | $696.5K | 0.04% | +10+0.3% | Added |
| Viawealth, LLC | 3,289 | $694.8K | 0.52% | −50−1.5% | Reduced |
| Osterweis Capital Management Inc | 3,283 | $693.6K | 0.05% | +2,700+463.1% | Added |
| Friedenthal Financial | 3,281 | $693.1K | 0.46% | +3,281 | New |
| Magnolia Capital Advisors LLC | 3,276 | $692.1K | 0.35% | +195+6.3% | Added |
| Donoghue Forlines LLC | 3,268 | $690.4K | 0.22% | +668+25.7% | Added |
| Israel Discount Bank of New York | 3,267 | $690.2K | 0.55% | −797−19.6% | Reduced |
| Gilbert & Cook, Inc. | 3,267 | $690.2K | 0.11% | +971+42.3% | Added |
| Weil Company, Inc. | 3,265 | $689.8K | 0.31% | −9−0.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,261 | $689.0K | 1.76% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,249 | $686.4K | 0.10% | +171+5.6% | Added |
| Evoke Wealth, LLC | 3,242 | $684.9K | 0.02% | −43,421−93.1% | Reduced |
| Visionary Wealth Advisors | 3,237 | $683.9K | 0.05% | −61−1.8% | Reduced |
| Stiles Financial Services Inc | 3,226 | $681.5K | 0.34% | −10−0.3% | Reduced |
| Davis R M Inc | 3,213 | $679.0K | 0.02% | +18+0.6% | Added |
| Olistico Wealth, LLC | 3,209 | $677.9K | 0.58% | +475+17.4% | Added |
| XML Financial, LLC | 3,197 | $675.4K | 0.08% | +40+1.3% | Added |
| Point72 Asset Management, L.P. | 3,187 | $673.3K | 0.00% | −1,328,167−99.8% | Reduced |
| American National Bank | 3,185 | $672.9K | 0.11% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,168 | $669.4K | 0.15% | +102+3.3% | Added |
| Marcum Wealth, LLC | 3,161 | $667.8K | 0.08% | −71−2.2% | Reduced |
| Allen Investment Management LLC | 3,160 | $667.6K | 0.01% | −29,563−90.3% | Reduced |
| Mizuho Securities Co. Ltd. | 3,160 | $667.6K | 1.50% | +390+14.1% | Added |
| Blueprint Investment Partners LLC | 3,157 | $666.9K | 0.24% | −1,146−26.6% | Reduced |
| BFT Financial Group, LLC | 3,154 | $666.3K | 0.08% | −727−18.7% | Reduced |
| Studio Investment Management LLC | 3,127 | $660.6K | 0.18% | −13−0.4% | Reduced |
| ORG Partners LLC | 3,127 | $660.6K | 0.11% | +3,127 | New |
| Dudley Capital Management, LLC | 3,112 | $657.4K | 0.44% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,106 | $656.2K | 0.40% | −206−6.2% | Reduced |
| Congress Park Capital LLC | 3,105 | $656.0K | 0.37% | −150−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 3,100 | $654.9K | 0.02% | +92+3.1% | Added |
| Probity Advisors, Inc. | 3,097 | $654.3K | 0.14% | +3,097 | New |
| Founders Financial Securities LLC | 3,088 | $652.4K | 0.09% | +126+4.3% | Added |
| Covenant Partners, LLC | 3,085 | $651.7K | 0.24% | 00.0% | Unchanged |
| Avory & Company, LLC | 3,073 | $649.2K | 0.49% | −767−20.0% | Reduced |
| Baron Wealth Management LLC | 3,073 | $649.2K | 0.41% | +24+0.8% | Added |
| InterOcean Capital Group, LLC | 3,053 | $645.0K | 0.02% | −70−2.2% | Reduced |
| Gryphon Financial Partners LLC | 3,051 | $644.6K | 0.14% | +125+4.3% | Added |