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; 2,492 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
- 2,301
- +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
- 884 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Governors Lane LP | 93,103 | $19.7M | 4.75% | −146,808−61.2% | Reduced |
| Sequoia Financial Advisors, LLC | 92,120 | $19.5M | 0.33% | +15,321+19.9% | Added |
| Wealthfront Advisers LLC | 92,036 | $19.4M | 0.08% | +2,707+3.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 91,749 | $19.4M | 0.96% | +78,336+584.0% | Added |
| Jupiter Asset Management Ltd | 91,158 | $19.3M | 0.21% | +91,158 | New |
| British Columbia Investment Management Corp | 90,365 | $19.1M | 0.18% | +943+1.1% | Added |
| Cambridge Trust Co | 90,263 | $19.1M | 0.86% | −7,265−7.4% | Reduced |
| Front Barnett Associates LLC | 90,098 | $19.0M | 2.15% | −1,583−1.7% | Reduced |
| Ithaka Group LLC | 89,685 | $18.9M | 3.96% | −9,338−9.4% | Reduced |
| Columbus Hill Capital Management, L.P. | 89,500 | $18.9M | 6.26% | −5,500−5.8% | Reduced |
| MML Investors Services, LLC | 88,830 | $18.8M | 0.10% | +13,135+17.4% | Added |
| Abner Herrman & Brock LLC | 88,814 | $18.8M | 2.75% | +88,814 | New |
| NewEdge Wealth, LLC | 88,419 | $18.7M | 0.62% | −37,457−29.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 88,368 | $18.7M | 0.39% | −2,448−2.7% | Reduced |
| Jag Capital Management, LLC | 87,700 | $18.5M | 2.14% | +21,288+32.1% | Added |
| Norinchukin Bank, The | 86,911 | $18.4M | 0.31% | +8,757+11.2% | Added |
| NorthCrest Asset Manangement, LLC | 85,556 | $18.1M | 0.72% | −1,045−1.2% | Reduced |
| ClariVest Asset Management LLC | 85,140 | $18.0M | 0.90% | −17,991−17.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $18.0M | 0.23% | +5,000+6.3% | Added |
| Pittenger & Anderson Inc | 84,142 | $17.8M | 0.86% | −47−0.1% | Reduced |
| RDST Capital LLC | 84,000 | $17.7M | 7.30% | +2,550+3.1% | Added |
| Harvest Portfolios Group Inc. | 83,925 | $17.7M | 0.81% | −9,752−10.4% | Reduced |
| MMBG Investment Advisors Co. | 83,339 | $17.7M | 2.15% | −10,690−11.4% | Reduced |
| Boston Family Office LLC | 83,433 | $17.6M | 1.35% | +468+0.6% | Added |
| Dana Investment Advisors, Inc. | 83,047 | $17.5M | 0.86% | +65,446+371.8% | Added |
| Insight Holdings Group, LLC | 82,900 | $17.5M | 0.40% | −21,100−20.3% | Reduced |
| Boston Common Asset Management, LLC | 82,575 | $17.4M | 0.37% | −15,980−16.2% | Reduced |
| Elo Mutual Pension Insurance Co | 82,180 | $17.4M | 0.51% | +4,753+6.1% | Added |
| Capital International Ltd | 80,550 | $17.0M | 0.95% | +16,798+26.3% | Added |
| Prime Capital Investment Advisors, LLC | 80,016 | $16.9M | 0.33% | +25,273+46.2% | Added |
| Securian Asset Management, Inc | 79,871 | $16.9M | 0.43% | −2,966−3.6% | Reduced |
| Capital International Sarl | 78,840 | $16.7M | 0.75% | +24,420+44.9% | Added |
| Kentucky Retirement Systems | 78,716 | $16.6M | 0.56% | −351−0.4% | Reduced |
| Oribel Capital Management, LP | 77,500 | $16.4M | 1.53% | +77,500 | New |
| Credit Agricole S A | 77,050 | $16.3M | 0.53% | −17,029−18.1% | Reduced |
| CCM Investment Advisers LLC | 76,629 | $16.2M | 2.17% | −690−0.9% | Reduced |
| Achmea Investment Management B.V. | 76,422 | $16.1M | 0.34% | +26,208+52.2% | Added |
| Artemis Investment Management LLP | 76,369 | $16.1M | 0.21% | −34,415−31.1% | Reduced |
| Oregon Public Employees Retirement Fund | 76,217 | $16.1M | 0.19% | −1,254−1.6% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $16.1M | 3.48% | −3,536−4.4% | Reduced |
| Old National Bancorp | 75,738 | $16.0M | 0.46% | +10,925+16.9% | Added |
| Community Trust & Investment Co | 73,921 | $15.6M | 1.25% | −563−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 73,811 | $15.6M | 0.76% | −1,691−2.2% | Reduced |
| Cidel Asset Management Inc | 73,694 | $15.6M | 0.71% | −12,400−14.4% | Reduced |
| Bridgecreek Investment Management, LLC | 72,695 | $15.4M | 2.94% | −1,575−2.1% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $15.3M | 0.87% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 72,456 | $15.3M | 0.40% | −6,998−8.8% | Reduced |
| Maryland State Retirement & Pension System | 72,312 | $15.3M | 0.32% | −3,882−5.1% | Reduced |
| TD Waterhouse Canada Inc. | 69,992 | $15.1M | 0.15% | −16,542−19.1% | Reduced |
| Hartford Investment Management Co | 71,466 | $15.1M | 0.57% | −15,530−17.9% | Reduced |
| Toroso Investments, LLC | 70,250 | $14.8M | 0.44% | +26,850+61.9% | Added |
| Azimuth Capital Investment Management LLC | 69,953 | $14.8M | 0.70% | −848−1.2% | Reduced |
| Motley Fool Asset Management LLC | 69,871 | $14.8M | 1.31% | +832+1.2% | Added |
| Trybe Capital Management LP | 68,871 | $14.5M | 8.44% | +9,978+16.9% | Added |
| Perigon Wealth Management, LLC | 68,369 | $14.4M | 0.57% | +190.0% | Added |
| Mercer Global Advisors Inc | 68,283 | $14.4M | 0.06% | +3,047+4.7% | Added |
| Jefferies Financial Group Inc. | 67,993 | $14.4M | 0.31% | −42,358−38.4% | Reduced |
| Lido Advisors, LLC | 67,629 | $14.3M | 0.16% | −2,173−3.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 67,290 | $14.2M | 0.24% | −4,149−5.8% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 67,000 | $14.2M | 1.25% | +31,000+86.1% | Added |
| Washington Trust Co | 66,935 | $14.1M | 0.60% | +1,410+2.2% | Added |
| Private Advisor Group, LLC | 66,280 | $14.1M | 0.12% | +4,874+7.9% | Added |
| GAM Holding AG | 66,819 | $14.1M | 0.97% | +47,600+247.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $14.0M | 2.17% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 66,139 | $14.0M | 5.54% | +2,716+4.3% | Added |
| Middleton & Co Inc | 65,815 | $13.9M | 1.84% | −581−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,637 | $13.9M | 0.12% | −172,463−72.4% | Reduced |
| Parallel Advisors, LLC | 65,251 | $13.8M | 0.44% | +4,702+7.8% | Added |
| Umb Bank N A | 65,160 | $13.8M | 0.21% | +31,243+92.1% | Added |
| Gotham Asset Management, LLC | 64,961 | $13.7M | 0.30% | +2,986+4.8% | Added |
| Cornerstone Advisors, LLC | 64,900 | $13.7M | 0.65% | −50,100−43.6% | Reduced |
| Sit Investment Associates Inc | 64,368 | $13.6M | 0.36% | +462+0.7% | Added |
| JustInvest LLC | 64,281 | $13.6M | 0.42% | +4,017+6.7% | Added |
| Atria Wealth Solutions, Inc. | 63,728 | $13.5M | 0.18% | +7,495+13.3% | Added |
| Ethic Inc. | 63,659 | $13.4M | 0.50% | +8,395+15.2% | Added |
| Kingsview Wealth Management, LLC | 62,984 | $13.3M | 0.52% | +2,171+3.6% | Added |
| Fulton Breakefield Broenniman LLC | 62,725 | $13.3M | 1.10% | −6,519−9.4% | Reduced |
| Lyell Wealth Management, LP | 62,675 | $13.2M | 1.69% | +391+0.6% | Added |
| Point72 Middle East FZE | 61,953 | $13.1M | 0.73% | +61,953 | New |
| Daymark Wealth Partners, LLC | 61,514 | $13.0M | 0.97% | +21,224+52.7% | Added |
| Louisiana State Employees Retirement System | 60,600 | $12.8M | 0.28% | −4,400−6.8% | Reduced |
| Ally Financial Inc. | 60,000 | $12.7M | 1.77% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 59,793 | $12.6M | 0.51% | −530−0.9% | Reduced |
| WoodTrust Financial Corp | 59,587 | $12.6M | 2.33% | +1,808+3.1% | Added |
| Jones Financial Companies LLLP | 58,402 | $12.3M | 0.02% | −6,140−9.5% | Reduced |
| Captrust Financial Advisors | 58,152 | $12.3M | 0.05% | +5,730+10.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 58,175 | $12.3M | 1.56% | −9,920−14.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 57,956 | $12.2M | 0.40% | −5,595−8.8% | Reduced |
| Amica Mutual Insurance Co | 57,857 | $12.2M | 1.38% | −5,031−8.0% | Reduced |
| Flputnam Investment Management Co | 57,595 | $12.2M | 0.33% | +5,604+10.8% | Added |
| Kingdon Capital Management, L.L.C. | 57,500 | $12.1M | 2.12% | −29,000−33.5% | Reduced |
| Annex Advisory Services, LLC | 56,788 | $12.0M | 0.67% | −17,246−23.3% | Reduced |
| Nomura Holdings Inc | 56,483 | $11.9M | 0.12% | −1,136,786−95.3% | Reduced |
| BWCP, LP | 56,211 | $11.9M | 4.20% | +9,653+20.7% | Added |
| CTC LLC | 56,026 | $11.8M | 0.16% | −19,840−26.2% | Reduced |
| Partners Capital Investment Group, LLP | 55,949 | $11.8M | 0.25% | +47,909+595.9% | Added |
| Talbot Financial, LLC | 55,454 | $11.7M | 1.99% | +304+0.6% | Added |
| FDx Advisors, Inc. | 54,283 | $11.5M | 0.63% | −194,830−78.2% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $11.4M | 0.58% | 00.0% | Unchanged |
| Synovus Financial Corp | 53,765 | $11.4M | 0.12% | −2,490−4.4% | Reduced |