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
- 2,300
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 24,539 | $5.18M | 0.21% | −5,539−18.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 24,538 | $5.18M | 0.07% | +14,820+152.5% | Added |
| De Burlo Group Inc | 24,529 | $5.18M | 0.86% | −550−2.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 24,422 | $5.16M | 0.41% | −13,049−34.8% | Reduced |
| Cohen Capital Management, Inc. | 24,359 | $5.15M | 1.00% | −60.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,165 | $5.11M | 2.44% | +1,549+6.8% | Added |
| Central Trust Co | 24,099 | $5.09M | 0.14% | −1,954−7.5% | Reduced |
| HBW Advisory Services LLC | 23,909 | $5.05M | 1.10% | +255+1.1% | Added |
| LGT Group Foundation | 23,821 | $5.03M | 0.12% | −794−3.2% | Reduced |
| Progressive Investment Management Corp | 23,635 | $4.99M | 1.56% | −27−0.1% | Reduced |
| Iowa State Bank | 23,600 | $4.99M | 1.25% | −619−2.6% | Reduced |
| First Nebraska Trust Co | 23,537 | $4.97M | 0.59% | −17−0.1% | Reduced |
| Boston Financial Mangement LLC | 23,455 | $4.96M | 0.18% | +2,822+13.7% | Added |
| Meridian Management Co | 23,430 | $4.95M | 1.55% | −282−1.2% | Reduced |
| Van Strum & Towne Inc. | 23,279 | $4.92M | 2.03% | +380+1.7% | Added |
| Vestcor Inc | 23,156 | $4.89M | 0.18% | −471−2.0% | Reduced |
| United Services Automobile Association | 22,999 | $4.86M | 0.14% | +1,084+4.9% | Added |
| Plimoth Trust Co LLC | 22,930 | $4.84M | 1.45% | −330−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 22,760 | $4.81M | 0.11% | +9,997+78.3% | Added |
| Stoneridge Investment Partners LLC | 22,696 | $4.79M | 2.08% | +2,116+10.3% | Added |
| Perpetual Ltd | 22,663 | $4.79M | 0.04% | +4,886+27.5% | Added |
| D L Carlson Investment Group Inc | 22,199 | $4.69M | 0.90% | +8,253+59.2% | Added |
| Dorsey & Whitney Trust CO LLC | 22,146 | $4.68M | 0.39% | +1,879+9.3% | Added |
| Baker Avenue Asset Management, LP | 22,146 | $4.68M | 0.24% | +15,172+217.6% | Added |
| Hyman Charles D | 22,059 | $4.66M | 0.29% | −100−0.5% | Reduced |
| Zacks Investment Management | 22,011 | $4.65M | 0.06% | +19,556+796.6% | Added |
| Golden State Equity Partners | 21,999 | $4.65M | 1.31% | +20,621+1,496.4% | Added |
| Kornitzer Capital Management Inc | 21,929 | $4.63M | 0.09% | −1,692−7.2% | Reduced |
| Centiva Capital, LP | 21,902 | $4.63M | 0.23% | +21,705+11,017.8% | Added |
| Fundamentun, LLC | 21,885 | $4.62M | 0.71% | −384−1.7% | Reduced |
| Roanoke Asset Management Corp | 21,815 | $4.61M | 1.82% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 21,815 | $4.61M | 1.54% | +960+4.6% | Added |
| Checchi Capital Advisers, LLC | 21,805 | $4.61M | 0.41% | +1,573+7.8% | Added |
| Leonteq Securities AG | 21,738 | $4.59M | 0.47% | −23,240−51.7% | Reduced |
| Seven Eight Capital, LP | 21,734 | $4.59M | 0.76% | +21,734 | New |
| Moody Lynn & Lieberson, LLC | 21,683 | $4.58M | 0.37% | +16,712+336.2% | Added |
| Cyndeo Wealth Partners, LLC | 21,654 | $4.57M | 0.48% | +11,703+117.6% | Added |
| Andra AP-fonden | 21,598 | $4.56M | 0.12% | +14,900+222.5% | Added |
| Edmond de Rothschild Holding S.A. | 21,529 | $4.55M | 0.09% | −6,614−23.5% | Reduced |
| Miracle Mile Advisors, LLC | 21,475 | $4.54M | 0.14% | −363−1.7% | Reduced |
| DFPG Investments, LLC | 19,341 | $4.53M | 0.41% | −465−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 21,452 | $4.53M | 1.27% | −253−1.2% | Reduced |
| Colony Group LLC | 21,403 | $4.52M | 0.06% | −72−0.3% | Reduced |
| Simplex Trading, LLC | 21,393 | $4.52M | 0.19% | +21,293+21,293.0% | Added |
| Chase Investment Counsel Corp | 21,275 | $4.49M | 2.27% | +1,783+9.1% | Added |
| St Germain D J Co Inc | 21,210 | $4.48M | 0.24% | +21,210 | New |
| Dynamic Advisor Solutions LLC | 21,203 | $4.48M | 0.23% | +380+1.8% | Added |
| Garde Capital, Inc. | 21,117 | $4.46M | 0.37% | −20.0% | Reduced |
| Brown Brothers Harriman & Co | 21,080 | $4.45M | 0.04% | +897+4.4% | Added |
| RB Capital Management, LLC | 21,059 | $4.45M | 1.37% | −289−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 21,134 | $4.44M | 0.43% | −72−0.3% | Reduced |
| Boston Private Wealth LLC | 21,025 | $4.44M | 0.08% | −25,304−54.6% | Reduced |
| Independent Financial Group, LLC | 20,939 | $4.42M | 0.31% | −1,533−6.8% | Reduced |
| Dillon & Associates Inc | 20,943 | $4.42M | 0.81% | −215−1.0% | Reduced |
| Quattro Financial Advisors LLC | 20,851 | $4.40M | 1.75% | +10,161+95.1% | Added |
| Icon Wealth Partners, LLC | 20,838 | $4.40M | 0.47% | −6,564−24.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,802 | $4.39M | 1.97% | +19+0.1% | Added |
| Once Capital Management, LLC | 20,800 | $4.39M | 4.11% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 20,785 | $4.39M | 0.75% | +25+0.1% | Added |
| Integrated Wealth Concepts LLC | 20,734 | $4.38M | 0.08% | +5,169+33.2% | Added |
| Bridge Creek Capital Management LLC | 20,653 | $4.36M | 1.56% | −125−0.6% | Reduced |
| Lincoln National Corp | 20,545 | $4.34M | 0.09% | +1,246+6.5% | Added |
| Financial Enhancement Group LLC | 19,677 | $4.34M | 0.80% | +19,677 | New |
| Sawyer & Company, Inc | 20,520 | $4.33M | 1.98% | +13+0.1% | Added |
| Meridian Wealth Management, LLC | 20,508 | $4.33M | 0.37% | −1,595−7.2% | Reduced |
| Peapack Gladstone Financial Corp | 20,408 | $4.31M | 0.08% | −2,875−12.3% | Reduced |
| Petredis Investment Advisors LLC | 20,361 | $4.30M | 0.59% | −109−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 20,335 | $4.30M | 0.50% | −6,898−25.3% | Reduced |
| Capital Wealth Planning, LLC | 20,298 | $4.29M | 0.05% | +7,541+59.1% | Added |
| Harbor Capital Advisors, Inc. | 20,258 | $4.28M | 0.86% | −347−1.7% | Reduced |
| Trifecta Capital Advisors, LLC | 20,247 | $4.28M | 1.38% | +605+3.1% | Added |
| Ostrum Asset Management | 20,234 | $4.27M | 0.36% | −960−4.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.25M | 3.46% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 20,109 | $4.25M | 0.13% | +645+3.3% | Added |
| Parsons Capital Management Inc | 20,032 | $4.23M | 0.32% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 19,845 | $4.19M | 1.06% | +4,538+29.6% | Added |
| FRG Family Wealth Advisors LLC | 19,625 | $4.15M | 0.91% | −2,143−9.8% | Reduced |
| Caldwell Trust Co | 19,517 | $4.12M | 0.54% | −1,033−5.0% | Reduced |
| Zions Bancorporation, N.A. | 19,474 | $4.11M | 0.35% | +377+2.0% | Added |
| Chartwell Investment Partners, LLC | 19,361 | $4.09M | 0.15% | −50−0.3% | Reduced |
| Shelton Capital Management | 19,301 | $4.08M | 0.15% | −3,208−14.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,270 | $4.07M | 0.76% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 19,223 | $4.06M | 0.42% | +1,252+7.0% | Added |
| Empowered Funds, LLC | 19,222 | $4.06M | 0.14% | −6,706−25.9% | Reduced |
| EA Series Trust | 19,222 | $4.06M | 0.14% | +19,222 | New |
| Bray Capital Advisors | 19,116 | $4.04M | 1.21% | −140−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 19,108 | $4.04M | 0.25% | −252−1.3% | Reduced |
| Oak Associates, Ltd | 19,104 | $4.04M | 0.32% | −9,825−34.0% | Reduced |
| First Interstate Bank | 19,015 | $4.02M | 0.33% | −80−0.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,904 | $3.99M | 2.19% | +488+2.6% | Added |
| Park Avenue Securities LLC | 18,873 | $3.99M | 0.06% | +593+3.2% | Added |
| Veritable, L.P. | 18,774 | $3.97M | 0.06% | −116−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 18,751 | $3.96M | 0.52% | +2,674+16.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,540 | $3.92M | 2.15% | +23+0.1% | Added |
| Gardner Lewis Asset Management L P | 18,507 | $3.91M | 1.43% | 00.0% | Unchanged |
| Harbor Spring Capital, LLC | 18,433 | $3.89M | 2.23% | −26,567−59.0% | Reduced |
| Venture Visionary Partners LLC | 18,428 | $3.89M | 0.23% | −650−3.4% | Reduced |
| Meridian Wealth Advisors, LLC | 18,398 | $3.89M | 0.94% | +851+4.8% | Added |
| Bokf, NA | 18,349 | $3.88M | 0.08% | −3,057−14.3% | Reduced |
| BDO Wealth Advisors, LLC | 18,346 | $3.88M | 0.44% | +80+0.4% | Added |