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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 53,600 | $11.3M | 1.22% | +45,200+538.1% | Added |
| Roffman Miller Associates Inc | 53,476 | $11.3M | 0.85% | −7,371−12.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 52,373 | $11.1M | 0.51% | −876−1.6% | Reduced |
| Marco Investment Management LLC | 52,200 | $11.0M | 1.19% | −98−0.2% | Reduced |
| Noked Israel Ltd | 51,980 | $11.0M | 3.76% | −24,470−32.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 51,707 | $10.9M | 0.68% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 51,440 | $10.9M | 3.73% | +51,440 | New |
| Bloom Tree Partners, LLC | 51,249 | $10.8M | 5.04% | −46,507−47.6% | Reduced |
| Cornerstone Capital, Inc. | 51,089 | $10.8M | 1.25% | −65−0.1% | Reduced |
| Greenland Capital Management LP | 51,067 | $10.8M | 1.55% | +45,702+851.9% | Added |
| Tower Research Capital LLC (TRC) | 50,855 | $10.7M | 0.36% | +18,062+55.1% | Added |
| One Capital Management, LLC | 50,703 | $10.7M | 0.48% | −1,943−3.7% | Reduced |
| D.A. Davidson & Co. | 50,474 | $10.7M | 0.11% | +3,141+6.6% | Added |
| Abbrea Capital, LLC | 50,312 | $10.6M | 1.63% | +7,205+16.7% | Added |
| Foster Victor Wealth Advisors, LLC | 49,684 | $10.6M | 1.18% | +1,162+2.4% | Added |
| Chesley Taft & Associates LLC | 50,282 | $10.6M | 0.65% | +207+0.4% | Added |
| Banque Cantonale Vaudoise | 50,135 | $10.6M | 0.49% | +1,334+2.7% | Added |
| Bornite Capital Management LP | 50,000 | $10.6M | 2.04% | +50,000 | New |
| Spire Wealth Management | 49,887 | $10.5M | 0.39% | +14,357+40.4% | Added |
| Mill Capital Management, LLC | 49,655 | $10.5M | 0.99% | +3,560+7.7% | Added |
| Northstar Asset Management Inc | 49,590 | $10.5M | 3.09% | −7,780−13.6% | Reduced |
| Cetera Investment Advisers | 49,515 | $10.5M | 0.09% | +10,098+25.6% | Added |
| New Mexico Educational Retirement Board | 48,586 | $10.3M | 0.45% | +2,300+5.0% | Added |
| Buckingham Capital Management, Inc. | 48,487 | $10.2M | 1.53% | +328+0.7% | Added |
| Edge Wealth Management LLC | 48,306 | $10.2M | 2.23% | +2,070+4.5% | Added |
| Assetmark, Inc | 47,542 | $10.0M | 0.04% | +7,214+17.9% | Added |
| Rothschild Investment Corp | 47,452 | $10.0M | 0.83% | +308+0.7% | Added |
| Exchange Capital Management, Inc. | 47,341 | $10.0M | 1.86% | +688+1.5% | Added |
| Group One Trading, L.P. | 47,237 | $9.98M | 0.43% | +45,471+2,574.8% | Added |
| Strategic Wealth Designers | 47,175 | $9.97M | 1.58% | +3,219+7.3% | Added |
| CMH Wealth Management LLC | 46,455 | $9.81M | 2.64% | +556+1.2% | Added |
| Thames Capital Management LLC | 46,286 | $9.78M | 5.21% | +14,814+47.1% | Added |
| Equitable Trust Co | 46,015 | $9.72M | 0.74% | +7,925+20.8% | Added |
| Graham Capital Management, L.P. | 45,999 | $9.72M | 0.33% | +32,523+241.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 45,922 | $9.70M | 3.20% | −397−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 45,750 | $9.67M | 0.35% | +900+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 45,507 | $9.61M | 0.33% | +11,631+34.3% | Added |
| O'Shaughnessy Asset Management, LLC | 45,362 | $9.58M | 0.14% | +1,608+3.7% | Added |
| Prudential PLC | 45,300 | $9.57M | 0.11% | −1,135−2.4% | Reduced |
| Dakota Wealth Management | 44,181 | $9.33M | 0.44% | +38,673+702.1% | Added |
| Pathstone Family Office, LLC | 44,308 | $9.27M | 0.13% | +565+1.3% | Added |
| Tran Capital Management, L.P. | 43,674 | $9.23M | 1.09% | −1,208−2.7% | Reduced |
| Motco | 43,642 | $9.22M | 0.60% | −1,369−3.0% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $9.20M | 4.77% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 43,392 | $9.18M | 0.93% | −614−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $9.13M | 0.18% | 00.0% | Unchanged |
| Moreno Evelyn V | 42,942 | $9.07M | 1.94% | −2,544−5.6% | Reduced |
| Metropolitan Life Insurance Co | 42,666 | $9.01M | 0.44% | −2,062−4.6% | Reduced |
| Sandy Spring Bank | 42,457 | $8.97M | 0.48% | −684−1.6% | Reduced |
| Shannon River Fund Management LLC | 42,136 | $8.90M | 2.22% | −41,469−49.6% | Reduced |
| GDS Wealth Management | 42,088 | $8.89M | 1.44% | +749+1.8% | Added |
| Advisory Services Network, LLC | 41,884 | $8.85M | 0.24% | +783+1.9% | Added |
| CFM Wealth Partners LLC | 41,825 | $8.84M | 2.15% | −121−0.3% | Reduced |
| Lockheed Martin Investment Management Co | 41,800 | $8.83M | 0.51% | −13,760−24.8% | Reduced |
| Exchange Traded Concepts, LLC | 41,790 | $8.83M | 0.22% | +35,334+547.3% | Added |
| Neville Rodie & Shaw Inc | 41,763 | $8.82M | 0.76% | +4,565+12.3% | Added |
| Metis Global Partners, LLC | 41,739 | $8.82M | 0.48% | +728+1.8% | Added |
| Kemnay Advisory Services Inc. | 41,592 | $8.79M | 3.86% | +41,592 | New |
| Bryn Mawr Trust Co | 41,354 | $8.74M | 0.36% | −942−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 41,175 | $8.70M | 0.18% | +282+0.7% | Added |
| Premier Fund Managers Ltd | 41,090 | $8.64M | 0.34% | −20,510−33.3% | Reduced |
| Brookstone Capital Management | 41,003 | $8.59M | 0.17% | +4,724+13.0% | Added |
| Avidian Wealth Solutions, LLC | 40,515 | $8.56M | 0.56% | +37,190+1,118.5% | Added |
| Sand Hill Global Advisors, LLC | 40,069 | $8.46M | 0.42% | −837−2.0% | Reduced |
| GWM Advisors LLC | 39,870 | $8.42M | 0.10% | +9,978+33.4% | Added |
| Philadelphia Trust Co | 39,836 | $8.42M | 0.80% | −146−0.4% | Reduced |
| Martingale Asset Management L P | 39,823 | $8.41M | 0.16% | +39,823 | New |
| Stonebridge Capital Advisors LLC | 39,739 | $8.40M | 0.89% | +949+2.4% | Added |
| Profund Advisors LLC | 39,552 | $8.36M | 0.45% | +4,165+11.8% | Added |
| Bogart Wealth, LLC | 38,861 | $8.21M | 0.52% | +563+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 38,521 | $8.14M | 0.85% | −4,493−10.4% | Reduced |
| Cullinan Associates Inc | 38,457 | $8.12M | 0.45% | −7,169−15.7% | Reduced |
| Osborne Partners Capital Management, LLC | 38,327 | $8.10M | 0.58% | +943+2.5% | Added |
| Kinneret Advisory, LLC | 38,252 | $8.08M | 0.96% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 38,246 | $8.08M | 0.03% | −15,062−28.3% | Reduced |
| Fiduciary Trust Co | 38,228 | $8.08M | 0.14% | +3,115+8.9% | Added |
| Burney Co | 38,166 | $8.06M | 0.37% | +7,936+26.3% | Added |
| Channing Capital Management, LLC | 37,891 | $8.00M | 0.25% | +13,481+55.2% | Added |
| Bridgeway Capital Management, LLC | 37,880 | $8.00M | 0.19% | +37,880 | New |
| Essex Investment Management Co LLC | 37,628 | $7.95M | 1.11% | −4,585−10.9% | Reduced |
| Means Investment Co., Inc. | 37,620 | $7.95M | 1.26% | +766+2.1% | Added |
| PFS Investments Inc. | 37,578 | $7.94M | 0.13% | +20,990+126.5% | Added |
| Beacon Pointe Advisors, LLC | 37,574 | $7.94M | 0.13% | −1,956−4.9% | Reduced |
| RPG Investment Advisory, LLC | 37,366 | $7.89M | 1.36% | −769−2.0% | Reduced |
| Two Sigma Securities, LLC | 37,158 | $7.85M | 0.64% | +25,159+209.7% | Added |
| Natixis | 37,038 | $7.82M | 0.07% | +13,866+59.8% | Added |
| L & S Advisors Inc | 37,028 | $7.82M | 1.04% | +4,001+12.1% | Added |
| Kestra Private Wealth Services, LLC | 36,987 | $7.81M | 0.27% | +9,602+35.1% | Added |
| Prospera Financial Services Inc | 36,911 | $7.80M | 0.30% | −201−0.5% | Reduced |
| HRT Financial LP | 36,655 | $7.74M | 0.07% | +36,655 | New |
| Quantinno Capital Management LP | 36,628 | $7.74M | 0.44% | +3,167+9.5% | Added |
| Moors & Cabot, Inc. | 36,552 | $7.72M | 0.51% | −580−1.6% | Reduced |
| First National Trust Co | 36,181 | $7.64M | 0.35% | −25−0.1% | Reduced |
| Acadian Asset Management LLC | 35,937 | $7.59M | 0.03% | −21,162−37.1% | Reduced |
| Clear Street LLC | 35,800 | $7.56M | 0.18% | +35,800 | New |
| Payden & Rygel | 35,800 | $7.56M | 0.53% | +35,800 | New |
| Trust Co of Vermont | 35,536 | $7.51M | 0.49% | +2,186+6.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 35,376 | $7.49M | 1.55% | −837−2.3% | Reduced |
| Marks Group Wealth Management, Inc | 35,358 | $7.47M | 0.89% | −256−0.7% | Reduced |
| Forbes J M & Co LLP | 35,305 | $7.46M | 0.93% | +864+2.5% | Added |