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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 2,417 | $510.6K | 0.25% | −191−7.3% | Reduced |
| Choate Investment Advisors | 2,414 | $510.0K | 0.02% | +1,280+112.9% | Added |
| Montag A & Associates Inc | 2,409 | $508.9K | 0.03% | −104−4.1% | Reduced |
| Soltis Investment Advisors LLC | 2,409 | $508.9K | 0.06% | +691+40.2% | Added |
| AdvisorNet Financial, Inc | 2,407 | $508.5K | 0.04% | −175−6.8% | Reduced |
| Advisor Resource Council | 2,402 | $507.4K | 0.30% | +973+68.1% | Added |
| Symmetry Investments LP | 2,400 | $507.0K | 0.15% | +2,400 | New |
| Perfromance Wealth Partners, LLC | 2,371 | $507.0K | 0.02% | −182−7.1% | Reduced |
| Sage Mountain Advisors LLC | 2,398 | $506.6K | 0.07% | +212+9.7% | Added |
| Vista Wealth Management Group, LLC | 2,393 | $505.5K | 0.05% | −676−22.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,384 | $503.6K | 0.44% | −400−14.4% | Reduced |
| Circle Wealth Management, LLC | 2,380 | $502.8K | 0.07% | −8−0.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,360 | $498.6K | 0.02% | −132−5.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,349 | $496.3K | 0.28% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,343 | $495.0K | 0.45% | −739−24.0% | Reduced |
| Golden Green, Inc. | 2,340 | $494.3K | 0.54% | +2,340 | New |
| Roberts Glore & Co Inc | 2,337 | $493.7K | 0.16% | −35−1.5% | Reduced |
| Sunflower Bank, N.A. | 2,337 | $493.7K | 0.11% | −12−0.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,331 | $492.4K | 0.14% | −44−1.9% | Reduced |
| IFP Advisors, Inc | 7,306 | $490.1K | 0.02% | +2,458+50.7% | Added |
| Sonen Capital LLC | 2,319 | $489.9K | 0.81% | −626−21.3% | Reduced |
| AlphaStar Capital Management, LLC | 2,315 | $489.1K | 0.06% | +2,315 | New |
| Clarus Wealth Advisors | 2,323 | $486.9K | 0.30% | +2,323 | New |
| IVC Wealth Advisors LLC | 2,303 | $486.5K | 0.31% | −190−7.6% | Reduced |
| Boston Trust Walden Corp | 2,302 | $486.3K | 0.00% | −109−4.5% | Reduced |
| Parkside Advisors LLC | 2,299 | $485.7K | 0.15% | −124−5.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,299 | $485.7K | 0.45% | +107+4.9% | Added |
| Garden State Investment Advisory Services LLC | 2,296 | $485.1K | 0.21% | +47+2.1% | Added |
| Synergy Financial Management, LLC | 2,284 | $482.5K | 0.12% | +223+10.8% | Added |
| Redwood Financial Network Corp | 2,281 | $481.9K | 0.45% | +87+4.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,276 | $480.8K | 0.05% | +10.0% | Added |
| Regal Investment Advisors LLC | 2,274 | $480.4K | 0.04% | −597−20.8% | Reduced |
| Johnson Financial Group, Inc. | 2,262 | $477.9K | 0.03% | +601+36.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,256 | $477.0K | 0.03% | +2,256 | New |
| Greystone Financial Group, LLC | 2,257 | $476.8K | 0.11% | +2,257 | New |
| Greenwich Wealth Management LLC | 2,251 | $476.0K | 0.05% | 00.0% | Unchanged |
| New World Advisors LLC | 2,252 | $475.8K | 0.17% | −636−22.0% | Reduced |
| WBI Investments | 2,247 | $474.7K | 0.09% | +2,247 | New |
| First Financial Corp | 2,239 | $473.0K | 0.30% | −87−3.7% | Reduced |
| Valley National Advisers Inc | 2,238 | $473.0K | 0.08% | +109+5.1% | Added |
| Prentice Wealth Management LLC | 2,234 | $472.0K | 0.21% | +4+0.2% | Added |
| Delta Financial Advisors LLC | 2,233 | $471.7K | 0.21% | +458+25.8% | Added |
| Centurion Wealth Management LLC | 2,219 | $468.8K | 0.23% | −11−0.5% | Reduced |
| Vise Technologies, Inc. | 2,218 | $468.6K | 0.11% | +146+7.0% | Added |
| Meridian Investment Counsel Inc. | 2,210 | $466.9K | 0.17% | −62−2.7% | Reduced |
| Park National Corp | 2,205 | $465.8K | 0.02% | −282−11.3% | Reduced |
| Strategy Asset Managers LLC | 2,197 | $464.1K | 0.10% | +133+6.4% | Added |
| Naples Global Advisors, LLC | 2,194 | $463.5K | 0.05% | +321+17.1% | Added |
| Silver Oak Securities, Inc | 2,185 | $462.0K | 0.07% | +98+4.7% | Added |
| Magnus Financial Group LLC | 2,165 | $457.4K | 0.07% | +722+50.0% | Added |
| Stokes Family Office, LLC | 2,159 | $456.1K | 0.05% | −78−3.5% | Reduced |
| Salvus Wealth Management, LLC | 2,157 | $455.7K | 0.35% | +38+1.8% | Added |
| Cim Investment Mangement Inc | 2,154 | $455.1K | 0.15% | +5+0.2% | Added |
| Aptus Capital Advisors, LLC | 2,147 | $453.6K | 0.01% | +421+24.4% | Added |
| Saiph Capital, LLC | 2,143 | $452.7K | 0.25% | −137−6.0% | Reduced |
| Advanced Portfolio Management, LLC | 2,143 | $452.7K | 0.41% | +2,143 | New |
| Commons Capital, LLC | 2,139 | $451.9K | 0.68% | −391−15.5% | Reduced |
| Valmark Advisers, Inc. | 2,139 | $451.9K | 0.01% | −214−9.1% | Reduced |
| Blue Fin Capital, Inc. | 2,130 | $450.0K | 0.13% | +14+0.7% | Added |
| WESPAC Advisors SoCal, LLC | 2,124 | $448.7K | 0.15% | −110−4.9% | Reduced |
| Barings LLC | 2,122 | $448.3K | 0.02% | +141+7.1% | Added |
| Capital Investment Advisory Services, LLC | 2,117 | $447.2K | 0.04% | +12+0.6% | Added |
| Catalyst Private Wealth, LLC | 2,111 | $446.0K | 0.28% | −673−24.2% | Reduced |
| SkyView Investment Advisors, LLC | 1,880 | $444.0K | 0.11% | −144−7.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $442.4K | 0.13% | +346+19.8% | Added |
| Amussen Hunsaker Associates LLC | 2,093 | $442.2K | 0.10% | −41−1.9% | Reduced |
| Eads & Heald Wealth Management | 2,091 | $442.0K | 0.22% | −330−13.6% | Reduced |
| Collective Family Office LLC | 2,087 | $440.9K | 0.17% | −14−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 2,086 | $440.7K | 0.08% | +885+73.7% | Added |
| BOK Financial Private Wealth, Inc. | 2,081 | $439.6K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,080 | $439.4K | 0.08% | −7−0.3% | Reduced |
| Winthrop Advisory Group LLC | 2,079 | $439.2K | 0.07% | +183+9.7% | Added |
| Angeles Investment Advisors, LLC | 2,054 | $433.9K | 0.04% | −115−5.3% | Reduced |
| Integrated Investment Consultants, LLC | 2,051 | $433.3K | 0.14% | +17+0.8% | Added |
| Copperleaf Capital, LLC | 2,051 | $433.3K | 0.41% | +160+8.5% | Added |
| Bremer Bank National Association | 2,049 | $432.9K | 0.08% | −52−2.5% | Reduced |
| Provence Wealth Management Group | 2,045 | $432.0K | 0.25% | +39+1.9% | Added |
| Lumature Wealth Partners, LLC | 2,026 | $428.0K | 0.25% | −246−10.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,024 | $427.6K | 0.04% | +101+5.3% | Added |
| Arden Trust Co | 2,013 | $425.0K | 0.07% | −1,639−44.9% | Reduced |
| Truvestments Capital LLC | 2,006 | $423.8K | 0.21% | −23−1.1% | Reduced |
| Essex Financial Services, Inc. | 2,005 | $423.6K | 0.05% | −424−17.5% | Reduced |
| Blue Barn Wealth, LLC | 2,004 | $423.4K | 0.28% | −522−20.7% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $422.5K | 0.07% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 2,000 | $422.5K | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,000 | $422.4K | 0.03% | +353+21.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,997 | $421.9K | 0.05% | −265−11.7% | Reduced |
| Synergy Financial Group, LTD | 1,995 | $421.5K | 0.57% | +79+4.1% | Added |
| Alphadyne Asset Management LP | 1,995 | $421.5K | 1.29% | +1,995 | New |
| Essex LLC | 1,992 | $420.8K | 0.12% | −136−6.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,985 | $419.4K | 0.42% | +55+2.8% | Added |
| Keystone Financial Group | 1,979 | $418.0K | 0.07% | +1,979 | New |
| Austin Private Wealth, LLC | 1,966 | $415.3K | 0.06% | −170−8.0% | Reduced |
| D.B. Root & Company, LLC | 1,966 | $415.3K | 0.16% | +64+3.4% | Added |
| Monetary Management Group Inc | 1,950 | $412.0K | 0.13% | −1,250−39.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,948 | $411.5K | 0.11% | +1,948 | New |
| Tobam | 1,939 | $410.0K | 0.03% | +493+34.1% | Added |
| SOA Wealth Advisors, LLC. | 1,939 | $409.6K | 0.10% | −215−10.0% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $408.6K | 0.22% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,933 | $408.4K | 0.11% | +1,933 | New |