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 |
|---|---|---|---|---|---|
| Corvex Management LP | 3,032 | $640.5K | 0.04% | −20,400−87.1% | Reduced |
| Convergence Investment Partners, LLC | 3,030 | $640.0K | 0.37% | +1,313+76.5% | Added |
| AlphaCore Capital LLC | 3,022 | $638.4K | 0.10% | +145+5.0% | Added |
| Gabelli Funds LLC | 3,020 | $638.0K | 0.00% | −205−6.4% | Reduced |
| Diametric Capital, LP | 3,012 | $636.3K | 0.28% | +3,012 | New |
| Kapstone Financial Advisors LLC | 2,832 | $635.1K | 0.53% | −240−7.8% | Reduced |
| Sterling Investment Counsel, LLC | 3,006 | $635.0K | 0.34% | +77+2.6% | Added |
| Sonora Investment Management Group, LLC | 2,991 | $631.9K | 0.05% | +651+27.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,990 | $631.7K | 0.04% | +254+9.3% | Added |
| Financial Advisory Corp | 2,977 | $629.0K | 0.28% | −38−1.3% | Reduced |
| FineMark National Bank & Trust | 2,964 | $626.2K | 0.03% | −11−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,962 | $625.8K | 0.12% | −175−5.6% | Reduced |
| Bridgefront Capital, LLC | 2,937 | $620.5K | 0.34% | +2,937 | New |
| Del-Sette Capital Management, LLC | 2,936 | $620.3K | 0.59% | +2,936 | New |
| Alpha Family Trust | 2,935 | $620.0K | 0.43% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 2,934 | $619.8K | 0.39% | +125+4.4% | Added |
| Drive Wealth Management, LLC | 2,932 | $619.4K | 0.23% | −173−5.6% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $617.7K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,923 | $617.5K | 0.27% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,920 | $616.9K | 0.08% | −146−4.8% | Reduced |
| Icapital Wealth LLC | 2,919 | $616.7K | 0.39% | +10+0.3% | Added |
| Janney Capital Management LLC | 2,913 | $615.0K | 0.04% | +63+2.2% | Added |
| Coastal Investment Advisors, Inc. | 2,910 | $614.8K | 0.14% | −223−7.1% | Reduced |
| Prelude Capital Management, LLC | 2,902 | $613.1K | 0.05% | +918+46.3% | Added |
| Sherbrooke Park Advisers LLC | 2,900 | $612.7K | 0.32% | +2,900 | New |
| FLC Capital Advisors | 2,896 | $611.8K | 0.18% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,884 | $609.3K | 0.60% | −1,091−27.4% | Reduced |
| Appleton Partners Inc | 2,881 | $609.0K | 0.05% | −35−1.2% | Reduced |
| Copperwynd Financial, LLC | 2,873 | $607.0K | 0.28% | −9,865−77.4% | Reduced |
| TFG Advisers LLC | 2,872 | $606.7K | 0.28% | +30+1.1% | Added |
| Legacy Advisors, LLC | 2,870 | $606.3K | 0.09% | +273+10.5% | Added |
| QCM Cayman, Ltd. | 2,869 | $606.1K | 3.56% | +2,869 | New |
| Juncture Wealth Strategies, LLC | 2,862 | $604.6K | 0.28% | +2,862 | New |
| Inscription Capital, LLC | 2,846 | $601.2K | 0.19% | −249−8.0% | Reduced |
| Aspire Private Capital, LLC | 2,838 | $599.6K | 0.19% | +2,638+1,319.0% | Added |
| OneAscent Financial Services LLC | 2,834 | $599.0K | 0.27% | +2,834 | New |
| Hill Island Financial LLC | 2,834 | $598.7K | 0.23% | 00.0% | Unchanged |
| Eastern Bank | 2,832 | $598.3K | 0.03% | −331−10.5% | Reduced |
| Malaga Cove Capital, LLC | 2,831 | $598.1K | 0.28% | −184−6.1% | Reduced |
| Atomi Financial Group, Inc. | 2,829 | $597.7K | 0.27% | +493+21.1% | Added |
| S&CO Inc | 2,821 | $595.0K | 0.05% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 2,815 | $594.7K | 0.31% | 00.0% | Unchanged |
| Little House Capital LLC | 2,795 | $590.5K | 0.25% | +19+0.7% | Added |
| CenterStar Asset Management, LLC | 2,792 | $589.7K | 0.53% | +2,792 | New |
| V2 Financial group LLC | 2,790 | $589.4K | 0.42% | −2−0.1% | Reduced |
| Haverford Trust Co | 2,787 | $588.8K | 0.01% | +104+3.9% | Added |
| TSFG, LLC | 2,777 | $587.0K | 0.22% | +41+1.5% | Added |
| Carret Asset Management, LLC | 2,775 | $586.2K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,758 | $582.7K | 0.14% | −7−0.3% | Reduced |
| Mathes Company, Inc. | 2,752 | $581.0K | 0.25% | +2,752 | New |
| Cantor Fitzgerald, L. P. | 2,750 | $581.0K | 0.01% | +2,750 | New |
| Newbridge Financial Services Group, Inc. | 2,743 | $579.5K | 0.28% | +350+14.6% | Added |
| Angeles Wealth Management, LLC | 2,742 | $579.3K | 0.08% | +118+4.5% | Added |
| Blodgett Wealth Advisors, LLC | 2,730 | $576.7K | 0.60% | −390−12.5% | Reduced |
| Nwam LLC | 2,712 | $572.9K | 0.05% | +211+8.4% | Added |
| Alta Advisers Ltd | 2,700 | $570.4K | 0.32% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,693 | $568.9K | 0.50% | +19+0.7% | Added |
| Knuff & Co LLC | 2,690 | $568.3K | 0.21% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,686 | $567.4K | 0.51% | −233−8.0% | Reduced |
| Fulcrum Capital LLC | 2,683 | $566.8K | 0.15% | −1,086−28.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,670 | $564.1K | 0.41% | +40+1.5% | Added |
| Seaport Global Advisors, LLC | 2,647 | $559.2K | 1.65% | −1,028−28.0% | Reduced |
| First Foundation Advisors | 2,642 | $558.1K | 0.02% | −955−26.5% | Reduced |
| Alpha Cubed Investments, LLC | 2,636 | $556.9K | 0.04% | +68+2.6% | Added |
| RAM Investment Partners, LLC | 2,625 | $554.6K | 0.23% | +139+5.6% | Added |
| Simon Quick Advisors, LLC | 2,620 | $553.5K | 0.05% | +137+5.5% | Added |
| Abbot Financial Management, Inc. | 2,618 | $553.1K | 0.35% | −150−5.4% | Reduced |
| Consolidated Portfolio Review Corp | 2,610 | $551.4K | 0.13% | +68+2.7% | Added |
| Keel Point, LLC | 2,603 | $549.9K | 0.07% | +211+8.8% | Added |
| Vigilare Wealth Management | 2,600 | $549.3K | 0.32% | −508−16.3% | Reduced |
| Grey Street Capital, LLC | 2,600 | $549.3K | 0.29% | +2,600 | New |
| Financial Advisory Service, Inc. | 2,587 | $546.5K | 0.07% | +21+0.8% | Added |
| Corton Capital Inc. | 2,586 | $546.3K | 0.26% | −225−8.0% | Reduced |
| Key Financial Inc | 2,567 | $542.3K | 0.18% | +60+2.4% | Added |
| Investment House LLC | 2,560 | $540.8K | 0.04% | −995−28.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,559 | $540.5K | 0.14% | −40−1.5% | Reduced |
| Interchange Capital Partners, LLC | 2,559 | $540.4K | 0.41% | −1,809−41.4% | Reduced |
| Citizens Financial Group Inc | 2,544 | $537.4K | 0.02% | −1,882−42.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,542 | $537.0K | 0.06% | +244+10.6% | Added |
| Anchor Investment Management, LLC | 2,528 | $534.1K | 0.07% | +227+9.9% | Added |
| Lion Street Advisors, LLC | 1,779 | $533.1K | 0.18% | +557+45.6% | Added |
| Hengehold Capital Management LLC | 2,504 | $529.0K | 0.07% | +229+10.1% | Added |
| Quent Capital, LLC | 2,502 | $528.6K | 0.08% | +81+3.3% | Added |
| Troluce Capital Advisors LLC | 2,500 | $528.1K | 0.80% | +2,500 | New |
| L2 Asset Management, LLC | 2,499 | $527.9K | 0.26% | +198+8.6% | Added |
| Headinvest, LLC | 2,529 | $527.8K | 0.11% | +10.0% | Added |
| Mirador Capital Partners LP | 2,496 | $527.3K | 0.13% | −13,825−84.7% | Reduced |
| Washington Trust Advisors, Inc. | 2,492 | $526.5K | 0.05% | +81+3.4% | Added |
| New Republic Capital, LLC | 2,489 | $525.8K | 0.37% | −536−17.7% | Reduced |
| Solstein Capital, LLC | 2,487 | $525.4K | 0.44% | +86+3.6% | Added |
| Inceptionr LLC | 2,482 | $524.3K | 0.28% | +720+40.9% | Added |
| Smithfield Trust Co | 2,485 | $524.0K | 0.03% | +306+14.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,460 | $519.0K | 0.39% | +44+1.8% | Added |
| Gradient Investments LLC | 2,446 | $516.7K | 0.01% | +840+52.3% | Added |
| SageView Advisory Group, LLC | 2,445 | $516.5K | 0.03% | +137+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,442 | $516.0K | 0.01% | −847−25.8% | Reduced |
| BSW Wealth Partners | 2,439 | $515.3K | 0.11% | +13+0.5% | Added |
| Virtue Capital Management, LLC | 2,405 | $514.3K | 0.09% | −62−2.5% | Reduced |
| Kozak & Associates, Inc. | 2,427 | $513.7K | 0.21% | 00.0% | Unchanged |
| Advisory Research Inc | 2,422 | $511.7K | 0.07% | +2,422 | New |