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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 1,917 | $405.0K | 0.03% | +1,917 | New |
| GYL Financial Synergies, LLC | 1,913 | $404.1K | 0.04% | +1,913 | New |
| OneAscent Wealth Management LLC | 1,913 | $404.0K | 0.19% | +1,913 | New |
| Arcataur Capital Management LLC | 1,905 | $402.4K | 0.16% | +1,905 | New |
| Peterson Wealth Services | 1,904 | $402.2K | 0.19% | +40+2.1% | Added |
| Encompass Wealth Advisors, LLC | 1,904 | $402.1K | 0.13% | −143−7.0% | Reduced |
| PFG Advisors | 1,903 | $402.0K | 0.03% | +731+62.4% | Added |
| Silverlake Wealth Management LLC | 1,893 | $399.9K | 0.22% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,889 | $399.1K | 0.22% | +13+0.7% | Added |
| Mondrian Investment Partners LTD | 1,887 | $398.6K | 0.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,880 | $397.2K | 0.06% | −603−24.3% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $397.2K | 0.22% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,876 | $396.3K | 0.14% | +1,876 | New |
| West Family Investments, Inc. | 1,875 | $396.1K | 0.15% | +472+33.6% | Added |
| Confluence Wealth Services, Inc. | 1,864 | $393.8K | 0.08% | −103−5.2% | Reduced |
| Avalon Trust Co | 1,856 | $392.1K | 0.04% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,852 | $391.3K | 0.21% | +130+7.5% | Added |
| Perennial Advisors, LLC | 1,833 | $387.2K | 0.10% | −243−11.7% | Reduced |
| Global Trust Asset Management, LLC | 1,831 | $386.8K | 0.17% | −251−12.1% | Reduced |
| Berger Financial Group, Inc | 1,827 | $386.0K | 0.04% | −140−7.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,821 | $384.7K | 0.13% | −39−2.1% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $380.3K | 0.10% | 00.0% | Unchanged |
| Harvest Management LLC | 1,800 | $380.3K | 0.39% | +500+38.5% | Added |
| Colonial River Wealth Management, LLC | 1,799 | $380.1K | 0.25% | −80−4.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,795 | $379.2K | 0.05% | +99+5.8% | Added |
| Revolve Wealth Partners, LLC | 1,788 | $377.7K | 0.09% | +77+4.5% | Added |
| Proficio Capital Partners LLC | 1,784 | $376.9K | 0.05% | −594−25.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,779 | $376.0K | 0.20% | −5,990−77.1% | Reduced |
| WNY Asset Management, LLC | 1,777 | $375.4K | 0.08% | −55−3.0% | Reduced |
| Patron Partners Advisors, LLC | 1,772 | $374.4K | 0.26% | +15+0.9% | Added |
| Beverly Hills Private Wealth, LLC | 1,743 | $374.0K | 0.06% | +1,743 | New |
| Future Fund LLC | 1,768 | $373.5K | 3.55% | +128+7.8% | Added |
| Deuterium Capital Management, LLC | 1,767 | $373.3K | 0.52% | +1,767 | New |
| Pacific Sage Partners, LLC | 1,765 | $372.9K | 0.11% | +95+5.7% | Added |
| United Asset Strategies, Inc. | 1,765 | $372.9K | 0.05% | +1,765 | New |
| Relyea Zuckerberg Hanson LLC | 1,761 | $372.0K | 0.08% | +169+10.6% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $371.8K | 0.51% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,756 | $370.9K | 0.12% | +38+2.2% | Added |
| Wedge Capital Management L L P | 1,754 | $370.6K | 0.01% | +1,754 | New |
| Accel Wealth Management | 1,749 | $369.5K | 0.20% | −16−0.9% | Reduced |
| Sonata Capital Group Inc | 1,744 | $368.0K | 0.19% | −738−29.7% | Reduced |
| Accurate Wealth Management, LLC | 1,604 | $367.7K | 0.11% | +314+24.3% | Added |
| First Capital Advisors Group, LLC. | 1,732 | $365.9K | 0.19% | −10−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,726 | $364.6K | 0.10% | −101−5.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,722 | $363.8K | 0.04% | +1,722 | New |
| Private Portfolio Partners LLC | 1,714 | $362.1K | 0.09% | +3+0.2% | Added |
| Harvest Fund Management Co., Ltd | 1,712 | $362.0K | 0.07% | −2,295−57.3% | Reduced |
| Cedar Wealth Management, LLC | 1,712 | $361.7K | 0.14% | +21+1.2% | Added |
| Jackson Creek Investment Advisors LLC | 1,707 | $361.0K | 0.14% | −454−21.0% | Reduced |
| Jeppson Wealth Management, LLC | 1,702 | $359.6K | 0.16% | −187−9.9% | Reduced |
| Worth Financial Advisory Group, LLC | 1,692 | $357.5K | 0.33% | −142−7.7% | Reduced |
| Balboa Wealth Partners | 1,689 | $356.8K | 0.12% | +594+54.2% | Added |
| Zullo Investment Group, Inc. | 1,688 | $356.6K | 0.20% | +98+6.2% | Added |
| Apexium Financial, LP | 1,680 | $355.0K | 0.03% | +22+1.3% | Added |
| Ameritas Advisory Services, LLC | 1,690 | $354.2K | 0.05% | −4,603−73.1% | Reduced |
| True North Advisors, LLC | 1,674 | $353.6K | 0.10% | +239+16.7% | Added |
| Wallace Capital Management Inc. | 1,670 | $352.8K | 0.05% | +1,670 | New |
| Wealth Dimensions Group, Ltd. | 1,666 | $352.0K | 0.13% | +332+24.9% | Added |
| Koss-Olinger Consulting, LLC | 1,668 | $352.0K | 0.04% | −34−2.0% | Reduced |
| Hyperion Partners, LLC | 1,661 | $350.9K | 0.30% | +53+3.3% | Added |
| Peninsula Wealth, LLC | 1,659 | $350.5K | 0.09% | −14−0.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $349.8K | 0.82% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,654 | $349.0K | 0.07% | −102−5.8% | Reduced |
| MONECO Advisors, LLC | 1,648 | $348.2K | 0.09% | −32−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 1,644 | $347.3K | 0.14% | −309−15.8% | Reduced |
| Smith, Moore & Co. | 1,637 | $345.8K | 0.04% | +138+9.2% | Added |
| Wayfinding Financial, LLC | 1,531 | $345.0K | 0.24% | +28+1.9% | Added |
| CoreCap Advisors, LLC | 1,632 | $344.8K | 0.02% | +1,632 | New |
| American State Bank (Iowa) | 1,631 | $344.6K | 0.24% | +70+4.5% | Added |
| D'Orazio & Associates, Inc. | 1,627 | $343.7K | 0.08% | +439+37.0% | Added |
| Alliance Wealth Advisors, LLC | 1,618 | $341.8K | 0.24% | −52−3.1% | Reduced |
| TCWP LLC | 1,617 | $341.6K | 0.07% | −53−3.2% | Reduced |
| BlueCrest Capital Management Ltd | 1,613 | $340.8K | 0.04% | +1,613 | New |
| Nicholas Hoffman & Company, LLC. | 1,611 | $340.3K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,607 | $339.5K | 0.07% | +157+10.8% | Added |
| Arvest Trust Co N A | 1,508 | $339.3K | 0.02% | +146+10.7% | Added |
| Brio Consultants, LLC | 1,605 | $339.1K | 0.06% | −11−0.7% | Reduced |
| Oxford Financial Group Ltd | 1,605 | $339.1K | 0.03% | +499+45.1% | Added |
| Gyroscope Capital Management Group, LLC | 1,600 | $338.0K | 0.08% | +200+14.3% | Added |
| Hartford Funds Management Co LLC | 1,599 | $337.8K | 0.03% | +207+14.9% | Added |
| Insight Advisors, LLC | 1,593 | $336.5K | 0.08% | −772−32.6% | Reduced |
| Crewe Advisors LLC | 1,589 | $335.7K | 0.05% | −346−17.9% | Reduced |
| Capital Performance Advisors LLP | 1,587 | $335.3K | 0.17% | −36−2.2% | Reduced |
| Hemenway Trust Co LLC | 1,585 | $334.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,568 | $331.0K | 0.14% | +829+112.2% | Added |
| Salem Investment Counselors Inc | 1,556 | $328.8K | 0.01% | −67−4.1% | Reduced |
| Pointe Capital Management LLC | 1,551 | $327.7K | 0.25% | +1,221+370.0% | Added |
| Kennedy Investment Group | 1,550 | $327.5K | 0.19% | −495−24.2% | Reduced |
| Ssi Investment Management LLC | 1,549 | $327.2K | 0.02% | −315−16.9% | Reduced |
| CNB Bank | 1,548 | $327.0K | 0.19% | +193+14.2% | Added |
| Ten Capital Wealth Advisors, LLC | 1,552 | $327.0K | 0.09% | +177+12.9% | Added |
| Waypoint Wealth Partners Inc. | 1,546 | $326.6K | 0.11% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,546 | $326.6K | 0.02% | +28+1.8% | Added |
| Adirondack Trust Co | 1,441 | $324.2K | 0.15% | +46+3.3% | Added |
| JNBA Financial Advisors | 1,533 | $323.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,533 | $323.9K | 0.09% | +1,308+581.3% | Added |
| Sovereign Financial Group, Inc. | 1,532 | $323.6K | 0.11% | −77−4.8% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $323.6K | 0.11% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,528 | $322.8K | 0.15% | +40+2.7% | Added |
| RiverGlades Family Offices LLC | 1,525 | $322.2K | 0.29% | 00.0% | Unchanged |