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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 35,144 | $7.42M | 0.56% | −438−1.2% | Reduced |
| JS Capital Management LLC | 35,000 | $7.39M | 0.97% | +15,000+75.0% | Added |
| DuPont Capital Management Corp | 34,897 | $7.37M | 0.36% | +8,576+32.6% | Added |
| Selective Wealth Management, Inc. | 34,527 | $7.35M | 3.67% | +34,527 | New |
| Great Lakes Advisors, LLC | 33,987 | $7.18M | 0.07% | +1,413+4.3% | Added |
| Grassi Investment Management | 33,913 | $7.16M | 0.79% | 00.0% | Unchanged |
| Keybank National Association | 33,754 | $7.13M | 0.03% | −1,642−4.6% | Reduced |
| Oppenheimer & Co Inc | 33,635 | $7.11M | 0.14% | −4,375−11.5% | Reduced |
| Meyer Handelman Co | 33,460 | $7.07M | 0.29% | −510−1.5% | Reduced |
| Advisor Partners II, LLC | 33,252 | $7.02M | 0.33% | +4,491+15.6% | Added |
| Chiron Investment Management, LLC | 33,115 | $7.00M | 1.96% | +33,115 | New |
| Commerce Bank | 33,057 | $6.98M | 0.05% | +1,167+3.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,056 | $6.98M | 1.00% | +364+1.1% | Added |
| Sigma Planning Corp | 32,727 | $6.91M | 0.25% | −1,720−5.0% | Reduced |
| Verition Fund Management LLC | 32,687 | $6.91M | 0.11% | −6,439−16.5% | Reduced |
| Portside Wealth Group, LLC | 32,686 | $6.91M | 1.28% | +32,686 | New |
| Barometer Capital Management Inc. | 32,380 | $6.84M | 1.83% | +16,018+97.9% | Added |
| Westwood Management Corp | 32,341 | $6.83M | 0.88% | −5,060−13.5% | Reduced |
| Power Corp of Canada | 32,126 | $6.79M | 0.71% | +214+0.7% | Added |
| Bessemer Group Inc | 32,092 | $6.78M | 0.01% | +9,699+43.3% | Added |
| Pinnacle Associates Ltd | 32,084 | $6.78M | 0.12% | +949+3.0% | Added |
| Girard Partners Ltd. | 32,042 | $6.77M | 0.72% | +14,470+82.3% | Added |
| Avantax Advisory Services, Inc. | 31,965 | $6.75M | 0.08% | −389−1.2% | Reduced |
| Mizuho Markets Cayman LP | 31,927 | $6.74M | 1.31% | +31,927 | New |
| National Asset Management, Inc. | 31,733 | $6.70M | 0.15% | −548−1.7% | Reduced |
| Nemes Rush Group LLC | 31,717 | $6.70M | 1.18% | +31,717 | New |
| Stratos Wealth Partners, LTD. | 31,647 | $6.69M | 0.15% | +4,361+16.0% | Added |
| Novare Capital Management LLC | 31,583 | $6.67M | 0.72% | −1,437−4.4% | Reduced |
| Private Asset Management Inc | 31,580 | $6.67M | 1.28% | −10,699−25.3% | Reduced |
| Sawtooth Solutions, LLC | 31,344 | $6.62M | 0.18% | +479+1.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 31,166 | $6.58M | 2.17% | −3,768−10.8% | Reduced |
| Spinnaker Trust | 31,022 | $6.55M | 0.48% | −59−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,002 | $6.55M | 0.25% | −1,184−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,883 | $6.52M | 0.17% | −551−1.8% | Reduced |
| Evergreen Capital Management LLC | 30,813 | $6.51M | 0.27% | −919−2.9% | Reduced |
| Highland Capital Management, LLC | 30,664 | $6.48M | 0.42% | −24,857−44.8% | Reduced |
| Ceera Investments, LLC | 30,403 | $6.42M | 3.71% | −50.0% | Reduced |
| Shufro Rose & Co LLC | 30,305 | $6.40M | 0.59% | +514+1.7% | Added |
| Independent Advisor Alliance | 30,229 | $6.39M | 0.28% | +8,646+40.1% | Added |
| Eisler Capital (UK) Ltd. | 30,065 | $6.35M | 0.68% | +30,065 | New |
| Bleakley Financial Group, LLC | 29,852 | $6.31M | 0.20% | +7,015+30.7% | Added |
| Empirical Finance, LLC | 29,803 | $6.30M | 0.49% | +3,221+12.1% | Added |
| Bank Hapoalim BM | 29,582 | $6.25M | 0.89% | −1,802−5.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 29,553 | $6.24M | 0.30% | −478−1.6% | Reduced |
| Vinva Investment Management Ltd | 29,418 | $6.19M | 0.54% | −4,461−13.2% | Reduced |
| Summit Trail Advisors, LLC | 29,259 | $6.18M | 0.23% | +2,645+9.9% | Added |
| First Horizon Advisors, Inc. | 29,234 | $6.18M | 0.21% | −2,616−8.2% | Reduced |
| Raymond James Trust N.A. | 29,196 | $6.17M | 0.18% | +288+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,147 | $6.16M | 0.23% | −129−0.4% | Reduced |
| Massmutual Trust Co FSB | 29,120 | $6.15M | 0.22% | +1,911+7.0% | Added |
| Pallas Capital Advisors LLC | 26,837 | $6.12M | 0.28% | +4,603+20.7% | Added |
| Wetherby Asset Management Inc | 28,873 | $6.10M | 0.33% | +458+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 28,716 | $6.08M | 0.29% | −1,264−4.2% | Reduced |
| FourThought Financial Partners, LLC | 28,672 | $6.06M | 0.80% | −858−2.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 28,596 | $6.04M | 0.82% | −890−3.0% | Reduced |
| Gifford Fong Associates | 28,586 | $6.04M | 1.42% | 00.0% | Unchanged |
| Simmons Bank | 28,387 | $6.00M | 0.50% | +51+0.2% | Added |
| Hillman Capital Management, Inc. | 28,335 | $5.99M | 2.11% | −13,111−31.6% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $5.98M | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 26,700 | $5.96M | 0.48% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 28,158 | $5.95M | 2.65% | −352−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 27,929 | $5.90M | 0.42% | +1,014+3.8% | Added |
| Brighton Jones LLC | 27,844 | $5.88M | 0.30% | +241+0.9% | Added |
| Barrier Capital Management, LLC | 27,783 | $5.87M | 6.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 27,740 | $5.86M | 0.25% | +834+3.1% | Added |
| Xcel Wealth Management, LLC | 27,703 | $5.85M | 1.85% | −4,793−14.7% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $5.83M | 1.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 27,463 | $5.80M | 5.75% | +93+0.3% | Added |
| McRae Capital Management Inc | 27,317 | $5.77M | 1.64% | +495+1.8% | Added |
| Guinness Atkinson Asset Management Inc | 27,311 | $5.77M | 3.06% | −642−2.3% | Reduced |
| Shell Asset Management Co | 27,283 | $5.76M | 0.23% | −3,534−11.5% | Reduced |
| Strategic Advisors LLC | 27,273 | $5.76M | 1.10% | −104−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,176 | $5.74M | 0.52% | +1,766+7.0% | Added |
| EP Wealth Advisors, LLC | 1,045,426 | $5.72M | 0.09% | +1,043,421+52,040.9% | Added |
| Johnson Investment Counsel Inc | 27,061 | $5.72M | 0.07% | +407+1.5% | Added |
| Selkirk Management LLC | 27,000 | $5.70M | 4.84% | +10,000+58.8% | Added |
| AXS Investments LLC | 26,973 | $5.70M | 1.52% | −3,654−11.9% | Reduced |
| Arrow Financial Corp | 26,893 | $5.68M | 0.69% | −5,352−16.6% | Reduced |
| Wedbush Securities Inc | 26,649 | $5.63M | 0.27% | −5,757−17.8% | Reduced |
| Intech Investment Management LLC | 26,593 | $5.62M | 0.06% | −1,021−3.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,556 | $5.61M | 2.59% | +126+0.5% | Added |
| Peloton Wealth Strategists | 26,555 | $5.61M | 2.48% | −115−0.4% | Reduced |
| Twin Capital Management Inc | 26,548 | $5.61M | 0.73% | +3,031+12.9% | Added |
| Webster Bank, N. A. | 26,428 | $5.58M | 0.72% | −692−2.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,400 | $5.58M | 1.72% | 00.0% | Unchanged |
| Fragasso Group Inc. | 26,317 | $5.56M | 0.59% | −14,534−35.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,315 | $5.56M | 0.36% | +1,105+4.4% | Added |
| Codex Capital, L.L.C. | 26,300 | $5.56M | 3.58% | +200+0.8% | Added |
| Arkadios Wealth Advisors | 26,299 | $5.56M | 0.65% | +583+2.3% | Added |
| MAI Capital Management | 26,294 | $5.55M | 0.08% | +8,356+46.6% | Added |
| Wolverine Trading, LLC | 26,271 | $5.53M | 0.07% | +26,271 | New |
| Beese Fulmer Investment Management, Inc. | 26,017 | $5.50M | 0.59% | +1,215+4.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 25,954 | $5.48M | 4.53% | −1,708−6.2% | Reduced |
| Valeo Financial Advisors, LLC | 72,039 | $5.45M | 0.25% | −2,183−2.9% | Reduced |
| Marietta Wealth Management, LLC | 25,791 | $5.45M | 1.03% | −52−0.2% | Reduced |
| Balyasny Asset Management LLC | 25,791 | $5.45M | 0.02% | −1,342−4.9% | Reduced |
| Evercore Wealth Management, LLC | 25,684 | $5.43M | 0.10% | −1,414−5.2% | Reduced |
| Snowden Capital Advisors LLC | 25,312 | $5.35M | 0.19% | +578+2.3% | Added |
| Timber Creek Capital Management LLC | 25,184 | $5.32M | 1.83% | +316+1.3% | Added |
| SP Asset Management LLC | 25,158 | $5.31M | 0.59% | −286−1.1% | Reduced |