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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.

Q3 2023 vs. Q2 2023

How the institutions holding Salesforce, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CRM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2,300312,293+24
Shares768.4M4.17M764.9M+638.7K (+0.1%)
Value$161.7B$881.3M$155.1B−$5.69B (−3.5%)

31 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (152)

Institutions that held Salesforce, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 152 by value.

Institutions new to CRM in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA3,196,403$648.2M0.80%
First Republic Investment Management, Inc.564,754$114.5M0.33%
Alyeska Investment Group, L.P.537,464$109.0M0.75%
Cooper Investors Pty Ltd334,085$70.6M5.63%
Jericho Capital Asset Management L.P.339,000$68.7M2.34%
Twinbeech Capital LP280,229$56.8M1.09%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners195,000$39.5M0.57%
Adams Diversified Equity Fund, Inc.135,700$27.5M1.18%
Aquatic Capital Management LLC122,200$24.8M1.03%
Avala Global LP117,900$23.9M2.32%
Main Street Research LLC100,538$20.4M2.10%
Optiver Holding B.V.86,815$17.6M0.50%
Tiaa Trust, National Association85,381$17.3M0.06%
QRG Capital Management, Inc.76,531$15.5M0.27%
Moran Wealth Management, LLC70,457$14.3M0.55%
Payden & Rygel Investment Group65,600$13.3M1.04%
Mizuho Markets Americas LLC63,183$12.8M0.48%
Quest Investment Management LLC62,776$12.7M1.80%
Twin Tree Management, LP59,971$12.2M0.41%
Zevenbergen Capital Investments LLC58,000$11.8M0.30%
Trexquant Investment LP52,013$10.5M0.26%
Soros Capital Management LLC49,000$9.94M4.98%
Holocene Advisors, LP44,914$9.11M0.04%
Envestnet Portfolio Solutions, Inc.43,656$8.85M0.04%
La Financiere de L'Echiquier40,000$8.11M0.42%
Sandler Capital Management36,300$7.36M1.24%
Granite Bay Wealth Management, LLC31,731$6.86M0.07%
Level Four Advisory Services, LLC32,972$6.69M0.43%
Caxton Associates LP23,500$4.77M0.67%
Pearl River Capital, LLC21,796$4.42M0.69%
CMT Capital Markets Trading GmbH19,503$3.96M2.25%
Wolverine Asset Management LLC19,020$3.86M0.07%
Kerrisdale Advisers, LLC18,943$3.84M1.22%
Benson Investment Management Company, Inc.18,526$3.76M2.11%
Cornerstone Wealth Group, LLC17,673$3.58M0.64%
Qsemble Capital Management, LP16,900$3.43M0.64%
Aperture Investors, LLC16,211$3.29M0.52%
NEOS Investment Management LLC15,031$3.05M0.39%
Van Hulzen Asset Management, LLC14,745$2.99M0.23%
Woodline Partners LP14,405$2.92M0.03%
Lloyd Advisory Services, LLC.13,574$2.75M0.91%
Norden Group LLC13,574$2.75M0.91%
Savoie Capital LLC12,950$2.63M0.69%
Arlington Trust Co LLC12,786$2.59M1.06%
Churchill Management Corp12,323$2.50M0.04%
Saxon Interests, Inc.12,052$2.44M1.64%
NBC Securities, Inc.12,034$2.44M0.27%
Vident Advisory, LLC11,861$2.41M0.07%
Stevens Capital Management LP11,486$2.33M0.67%
Versor Investments LP11,396$2.31M0.47%
Ardsley Advisory Partners LP10,900$2.21M0.60%
Kampmann Melissa S.10,855$2.20M2.12%
BNC Wealth Management, LLC10,647$2.16M1.16%
Consolidated Planning Corp10,061$2.04M0.45%
Horizon Investment Services, LLC9,887$2.00M1.21%
TriaGen Wealth Management LLC9,288$1.88M0.96%
Global Endowment Management, LP8,002$1.62M0.17%
Teamwork Financial Advisors, LLC7,396$1.50M0.24%
Pinnacle Wealth Management, LLC7,209$1.46M1.77%
Cardiff Park Advisors, LLC7,199$1.46M0.18%
Walleye Trading LLC6,979$1.42M0.03%
Ibex Wealth Advisors6,793$1.38M0.35%
Duality Advisers, LP6,278$1.27M0.15%
Ramirez Asset Management, Inc.6,236$1.26M0.27%
Strategic Advocates LLC6,220$1.26M0.59%
Jamison Private Wealth Management, Inc.6,172$1.25M0.26%
ISAM Funds (UK) Ltd5,567$1.13M0.71%
KPP Advisory Services LLC5,517$1.12M0.37%
Grace & Mercy Foundation, Inc.5,500$1.12M0.34%
Garda Capital Partners LP5,356$1.09M0.69%
Three Seasons Wealth, LLC5,252$1.07M1.05%
Syon Capital LLC5,166$1.05M0.13%
Occudo Quantitative Strategies LP4,538$920.2K0.12%
Fifth Third Wealth Advisors LLC4,418$895.9K0.36%
Navellier & Associates Inc4,330$878.0K0.15%
Oak Thistle LLC4,263$864.5K0.26%
Geneva Partners, LLC4,230$857.8K0.57%
Hussman Strategic Advisors, Inc.4,200$851.7K0.16%
MWA Asset Management4,155$842.5K0.81%
Axq Capital, LP4,100$831.4K0.29%
Blueshift Asset Management, LLC3,660$742.2K0.44%
Cinctive Capital Management LP3,549$719.7K0.04%
CFO4Life Group, LLC3,445$698.6K0.16%
Greenup Street Wealth Management LLC3,171$643.0K0.21%
Shariaportfolio, Inc.3,070$623.0K0.49%
North Fourth Asset Management, LP3,000$608.3K0.87%
Nebula Research & Development LLC2,947$597.6K0.31%
Relative Value Partners Group, LLC2,717$551.0K0.04%
Childress Capital Advisors, LLC2,534$513.8K0.17%
Semmax Financial Advisors Inc.2,352$506.3K0.20%
IAM Advisory, LLC2,484$503.7K0.18%
Fayez Sarofim & Co2,478$502.5K0.00%
Adviser Investments LLC2,280$462.3K0.01%
National Wealth Management Group, LLC2,254$457.1K0.50%
Sheets Smith Wealth Management2,053$416.3K0.06%
Community Financial Services Group, LLC2,039$413.5K0.10%
IFG Advisory, LLC1,927$390.8K0.03%
MQS Management LLC1,910$387.3K0.24%
BluePath Capital Management, LLC1,623$329.1K0.30%
Coury Firm Asset Management LLC1,553$314.9K0.50%

Sold out (128)

Institutions that held Salesforce, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 128 by value.

Institutions that sold out of CRM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Trivest Advisors Ltd952,000$201.1M
Deccan Value Investors L.P.934,595$197.4M
Healthcare of Ontario Pension Plan Trust Fund244,700$51.7M
Alta Park Capital, LP177,471$37.5M
O'Neil Global Advisors, Inc.136,685$28.9M
Columbus Hill Capital Management, L.P.89,500$18.9M
Oribel Capital Management, LP77,500$16.4M
GAM Holding AG66,819$14.1M
Kingdon Capital Management, L.L.C.57,500$12.1M
Bornite Capital Management LP50,000$10.6M
Shannon River Fund Management LLC42,136$8.90M
Brookfield Asset Management Inc.38,246$8.08M
Clear Street LLC35,800$7.56M
JS Capital Management LLC35,000$7.39M
Chiron Investment Management, LLC33,115$7.00M
Barometer Capital Management Inc.32,380$6.84M
Seven Eight Capital, LP21,734$4.59M
Veritable, L.P.18,774$3.97M
Harbor Spring Capital, LLC18,433$3.89M
B & T Capital Management DBA Alpha Capital Management25,282$3.35M
Central Asset Investments & Management Holdings (HK) Ltd14,945$3.16M
Neo Ivy Capital Management14,892$3.15M
Pinnbrook Capital Management LP12,672$2.68M
Vident Investment Advisory, LLC12,461$2.63M
Cipher Capital LP9,651$2.04M
Segall Bryant & Hamill, LLC8,791$1.86M
IronBridge Private Wealth, LLC8,177$1.73M
Mirabella Financial Services LLP6,374$1.35M
Absolute Capital Management, LLC6,001$1.27M
Next Century Growth Investors LLC5,842$1.23M
Harvest Volatility Management LLC5,684$1.20M
Landscape Capital Management, L.L.C.4,974$1.05M
RIA Advisory Group LLC4,767$1.01M
Ergoteles LLC4,425$934.8K
Dark Forest Capital Management LP4,123$871.0K
Northstar Asset Management LLC4,027$850.7K
K.J. Harrison & Partners Inc4,023$846.8K
Midwest Financial Group LLC3,939$832.0K
Maven Securities LTD3,916$827.3K
Friedenthal Financial3,281$693.1K
Donoghue Forlines LLC3,268$690.4K
Diametric Capital, LP3,012$636.3K
Prelude Capital Management, LLC2,902$613.1K
QCM Cayman, Ltd.2,869$606.1K
CenterStar Asset Management, LLC2,792$589.7K
Troluce Capital Advisors LLC2,500$528.1K
AlphaStar Capital Management, LLC2,315$489.1K
WBI Investments2,247$474.7K
Advanced Portfolio Management, LLC2,143$452.7K
Commons Capital, LLC2,139$451.9K
Hyperion Capital Advisors LP1,934$408.6K
Industrial Alliance Investment Management Inc.1,779$376.0K
Deuterium Capital Management, LLC1,767$373.3K
Wallace Capital Management Inc.1,670$352.8K
Crewe Advisors LLC1,589$335.7K
Clear Street Markets LLC1,568$331.0K
Weiss Multi-Strategy Advisers LLC1,523$322.0K
Jackson Square Capital, LLC1,514$319.8K
Capricorn Fund Managers Ltd1,500$316.9K
Mill Creek Capital Advisors, LLC1,463$309.1K
King Wealth1,464$309.0K
Aspen Grove Capital, LLC1,461$308.7K
Aigen Investment Management, LP1,416$299.1K
Beacon Financial Group1,398$294.0K
Delphia (USA) Inc.1,380$291.4K
Single Point Partners, LLC1,345$284.0K
Curi Capital1,269$268.1K
Prosperity Financial Group, Inc.1,254$264.9K
Buffington Mohr McNeal1,241$262.2K
Forte Capital LLC1,236$261.1K
Zhang Financial LLC1,138$250.4K
Windsor Group LTD1,140$241.0K
Chilton Investment Co LLC1,140$240.8K
McAlister, Sweet & Associates, Inc.1,101$232.6K
Tilia Fiduciary Partners, Inc.1,092$230.7K
Summit X, LLC1,084$229.0K
Benedetti & Gucer, Inc.1,083$229.0K
C2C Wealth Management, LLC973$222.9K
Morris Retirement Advisors, LLC1,042$220.1K
Monticello Wealth Management, LLC1,037$219.1K
Ziegler Capital Management, LLC1,031$217.8K
KWB Wealth1,026$216.8K
Sax Wealth Advisors, LLC1,022$215.9K
Kapitalo Investimentos Ltda1,013$214.0K
Journey Advisory Group, LLC1,009$213.2K
Account Management LLC1,005$212.3K
Affinity Capital Advisors, LLC1,000$211.3K
Price Jennifer C.1,000$211.3K
Liberty Wealth Management LLC998$210.8K
Phocas Financial Corp.995$210.2K
Verum Partners LLC995$210.2K
American Trust980$207.0K
McDonald Partners LLC979$206.8K
Centric Wealth Management969$206.2K
Wellspring Financial Advisors, LLC974$205.8K
Oak Hill Wealth Advisors, LLC972$205.3K
Townsend & Associates, Inc908$205.2K
Summit Wealth Group, LLC965$204.0K
Enzi Wealth878$202.3K
Forza Wealth Management, LLC957$202.2K

Not filed for Q3 2023 yet (31)

Institutions that held Salesforce, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.