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 |
|---|---|---|---|---|---|
| Trust Co of Kansas | 18,342 | $3.88M | 2.32% | −238−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 18,319 | $3.87M | 0.40% | −79−0.4% | Reduced |
| Sendero Wealth Management, LLC | 18,283 | $3.86M | 0.84% | −1,404−7.1% | Reduced |
| South State Corp. | 18,244 | $3.85M | 0.34% | +92+0.5% | Added |
| Prentiss Smith & Co Inc | 18,239 | $3.85M | 2.89% | −9,898−35.2% | Reduced |
| Boothbay Fund Management, LLC | 18,226 | $3.85M | 0.13% | +18,226 | New |
| Cabot Wealth Management Inc | 18,217 | $3.85M | 0.57% | −10.0% | Reduced |
| Moody National Bank Trust Division | 18,118 | $3.83M | 0.26% | +142+0.8% | Added |
| Mirova | 18,064 | $3.82M | 0.67% | −8,148−31.1% | Reduced |
| Chemung Canal Trust Co | 18,009 | $3.80M | 0.82% | +16,123+854.9% | Added |
| Argent Trust Co | 18,002 | $3.80M | 0.21% | +139+0.8% | Added |
| SeaBridge Investment Advisors LLC | 17,824 | $3.77M | 1.24% | +148+0.8% | Added |
| Harbour Capital Advisors, LLC | 17,777 | $3.76M | 1.11% | −315−1.7% | Reduced |
| Vickerman Investment Advisors, Inc. | 17,711 | $3.74M | 1.46% | −178−1.0% | Reduced |
| Univest Financial Corp | 17,684 | $3.74M | 1.13% | +17,684 | New |
| Lighthouse Investment Partners, LLC | 17,528 | $3.70M | 0.28% | +3,906+28.7% | Added |
| FORA Capital, LLC | 17,442 | $3.68M | 0.52% | +17,442 | New |
| Penserra Capital Management LLC | 17,379 | $3.67M | 0.07% | −12,972−42.7% | Reduced |
| Veriti Management LLC | 17,309 | $3.66M | 0.41% | +641+3.8% | Added |
| SFMG, LLC | 17,135 | $3.62M | 0.37% | +617+3.7% | Added |
| Procyon Private Wealth Partners, LLC | 17,110 | $3.61M | 0.45% | +8,122+90.4% | Added |
| Cohen Lawrence B | 17,072 | $3.61M | 2.31% | −634−3.6% | Reduced |
| Sowell Financial Services LLC | 16,995 | $3.59M | 0.20% | +5,189+44.0% | Added |
| Redwood Investments, LLC | 16,985 | $3.59M | 0.44% | +14,891+711.1% | Added |
| Red Door Wealth Management, LLC | 16,915 | $3.57M | 0.79% | +4,519+36.5% | Added |
| Sepio Capital, LP | 16,875 | $3.56M | 0.29% | +1,064+6.7% | Added |
| KMG Fiduciary Partners, LLC | 16,791 | $3.55M | 0.46% | +450+2.8% | Added |
| Hills Bank & Trust Co | 16,752 | $3.54M | 0.46% | +84+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 16,749 | $3.54M | 0.79% | +629+3.9% | Added |
| Linscomb & Williams, Inc. | 16,728 | $3.53M | 0.19% | −200−1.2% | Reduced |
| Pitcairn Co | 16,707 | $3.53M | 0.30% | −901−5.1% | Reduced |
| Bailard, Inc. | 16,662 | $3.52M | 0.12% | +3,885+30.4% | Added |
| Pioneer Trust Bank N A | 16,595 | $3.51M | 1.01% | +2,040+14.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,585 | $3.50M | 0.23% | −151−0.9% | Reduced |
| Horizon Investments, LLC | 16,573 | $3.50M | 0.10% | +1,301+8.5% | Added |
| Comerica Securities,inc. | 16,478 | $3.48M | 0.24% | +7,766+89.1% | Added |
| David J Yvars Group | 16,405 | $3.47M | 2.86% | +14,145+625.9% | Added |
| Invst, LLC | 16,346 | $3.45M | 0.50% | −143−0.9% | Reduced |
| Arlington Financial Advisors, LLC | 16,315 | $3.45M | 1.26% | +84+0.5% | Added |
| Signaturefd, LLC | 16,285 | $3.44M | 0.09% | +671+4.3% | Added |
| Pegasus Asset Management, Inc. | 16,277 | $3.44M | 1.53% | −229−1.4% | Reduced |
| Strategic Blueprint, LLC | 16,212 | $3.42M | 0.33% | +10,910+205.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.38M | 0.94% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,963 | $3.37M | 0.12% | +15,963 | New |
| Summit Financial, LLC | 15,883 | $3.36M | 0.24% | +343+2.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 15,725 | $3.32M | 0.45% | +15,725 | New |
| Whalerock Point Partners, LLC | 15,720 | $3.32M | 1.13% | +112+0.7% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.30M | 0.16% | 00.0% | Unchanged |
| First Hawaiian Bank | 15,613 | $3.30M | 0.11% | +838+5.7% | Added |
| CAPROCK Group, Inc. | 15,501 | $3.27M | 0.24% | −447−2.8% | Reduced |
| Private Wealth Partners, LLC | 15,472 | $3.27M | 0.30% | +1,965+14.5% | Added |
| Edgestream Partners, L.P. | 15,425 | $3.26M | 0.29% | +15,425 | New |
| Granite Investment Partners, LLC | 15,390 | $3.25M | 0.13% | −47−0.3% | Reduced |
| Azzad Asset Management Inc | 15,362 | $3.25M | 0.44% | −572−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 15,307 | $3.23M | 0.30% | +7,671+100.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,254 | $3.22M | 0.31% | −402−2.6% | Reduced |
| Alliance Wealth Advisors, LLC | 15,102 | $3.19M | 1.18% | −3,678−19.6% | Reduced |
| Canandaigua National Bank & Trust Co | 15,050 | $3.18M | 0.52% | −3,355−18.2% | Reduced |
| New Hampshire Trust | 14,996 | $3.17M | 0.82% | +271+1.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 14,945 | $3.16M | 3.13% | +3,300+28.3% | Added |
| Neo Ivy Capital Management | 14,892 | $3.15M | 1.66% | +14,892 | New |
| Smithbridge Asset Management Inc | 14,872 | $3.14M | 0.74% | +14,872 | New |
| Meiji Yasuda Life Insurance Co | 14,827 | $3.13M | 0.08% | +50+0.3% | Added |
| Symphony Financial, Ltd. Co. | 14,839 | $3.12M | 0.77% | −281−1.9% | Reduced |
| Transatlantique Private Wealth LLC | 14,710 | $3.11M | 1.62% | −55−0.4% | Reduced |
| Clarius Group, LLC | 14,700 | $3.11M | 0.24% | +760+5.5% | Added |
| Roundview Capital LLC | 14,656 | $3.10M | 0.30% | +402+2.8% | Added |
| Cutler Group LP | 14,612 | $3.09M | 0.73% | −1,583−9.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,587 | $3.08M | 0.89% | +70.0% | Added |
| NBT Bank N A | 14,499 | $3.06M | 0.44% | +12+0.1% | Added |
| Birch Hill Investment Advisors LLC | 14,384 | $3.04M | 0.17% | −590−3.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,320 | $3.03M | 1.77% | +389+2.8% | Added |
| Harbor Investment Advisory, LLC | 30,878 | $3.01M | 0.42% | +16,335+112.3% | Added |
| Asio Capital, LLC | 14,228 | $3.01M | 0.74% | +14,228 | New |
| Schechter Investment Advisors, LLC | 14,203 | $3.00M | 0.27% | −2,059−12.7% | Reduced |
| Meitav Dash Investments Ltd | 14,149 | $2.99M | 0.02% | −908−6.0% | Reduced |
| Cozad Asset Management Inc | 14,135 | $2.99M | 0.37% | −281−1.9% | Reduced |
| HighVista Strategies LLC | 14,079 | $2.97M | 1.36% | +8,469+151.0% | Added |
| Clearstead Advisors, LLC | 14,036 | $2.97M | 0.18% | +4,287+44.0% | Added |
| TKG Advisors, LLC | 14,035 | $2.97M | 1.93% | +14,035 | New |
| J.W. Cole Advisors, Inc. | 14,020 | $2.96M | 0.21% | +1,401+11.1% | Added |
| WealthShield Partners, LLC | 14,010 | $2.96M | 0.45% | +1,977+16.4% | Added |
| Beech Hill Advisors, Inc. | 13,975 | $2.95M | 1.44% | −102−0.7% | Reduced |
| Stansberry Asset Management, LLC | 13,898 | $2.94M | 0.54% | +6,408+85.6% | Added |
| Westpac Banking Corp | 13,870 | $2.93M | 0.21% | −128,062−90.2% | Reduced |
| Wunderlich Capital Managemnt | 13,753 | $2.90M | 1.43% | +88+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,736 | $2.90M | 0.41% | +1,483+12.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 13,659 | $2.88M | 0.07% | −6,615−32.6% | Reduced |
| Wahed Invest LLC | 13,644 | $2.88M | 1.01% | +1,306+10.6% | Added |
| Laurel Wealth Advisors LLC | 13,608 | $2.87M | 0.58% | −640−4.5% | Reduced |
| NFJ Investment Group, LLC | 13,607 | $2.87M | 0.08% | −2,157−13.7% | Reduced |
| Apollon Wealth Management, LLC | 13,485 | $2.85M | 0.14% | +1,931+16.7% | Added |
| Connolly Sarah T. | 13,473 | $2.85M | 1.72% | −13−0.1% | Reduced |
| Telemus Capital, LLC | 13,410 | $2.83M | 0.24% | −1,251−8.5% | Reduced |
| Independence Bank of Kentucky | 13,401 | $2.83M | 1.15% | +295+2.3% | Added |
| Fiduciary Group LLC | 13,372 | $2.82M | 0.35% | −407−3.0% | Reduced |
| Cavalier Investments, LLC | 13,308 | $2.81M | 1.02% | +10,436+363.4% | Added |
| Sumitomo Life Insurance Co | 13,285 | $2.81M | 0.12% | −1,282−8.8% | Reduced |
| Asset Dedication, LLC | 13,328 | $2.80M | 0.24% | +712+5.6% | Added |