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; 2,491 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, Q3 2023
Institutional positions in Salesforce, Inc. as of Sep 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
- 2,294
- +24 vs. Q2 2023
- Shares held
- 764.9M
- +638.7K (+0.1%) vs. Q2 2023
- Total value
- $155.1B
- −$5.69B (−3.5%) vs. Q2 2023
- New holders
- 152
- 949 more added
- Sold out
- 128
- 882 more reduced
31 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,491 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $406 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 3 | $608 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 3 | $608 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $812 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $1.38K | 0.07% | +12+66.7% | Added |
| USA Financial Portformulas Corp | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 10 | $2.03K | 0.00% | +10 | New |
| WFA of San Diego, LLC | 12 | $2.43K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 13 | $2.64K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Briaud Financial Planning, Inc | 15 | $3.00K | 0.00% | +15 | New |
| Lowe Wealth Advisors, LLC | 18 | $3.65K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $3.85K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 19 | $3.85K | 0.00% | +19 | New |
| Centerpoint Advisors, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 21 | $4.26K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $4.46K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23 | $4.66K | 0.00% | −24−51.1% | Reduced |
| Bollard Group LLC | 25 | $5.00K | 0.00% | −85−77.3% | Reduced |
| Roble, Belko & Company, Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 25 | $5.07K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 26 | $5.27K | 0.00% | +26 | New |
| Davidson Capital Management Inc. | 26 | $5.27K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 28 | $5.68K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 29 | $5.88K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $5.88K | 0.00% | +5+20.8% | Added |
| VitalStone Financial, LLC | 30 | $6.00K | 0.01% | −46−60.5% | Reduced |
| Pacifica Partners Inc. | 30 | $6.06K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 30 | $6.08K | 0.00% | +30 | New |
| Authentikos Wealth Advisory, LLC | 30 | $6.08K | 0.01% | +30 | New |
| Bourgeon Capital Management LLC | 30 | $6.08K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 33 | $6.69K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 35 | $7.10K | 0.00% | +35 | New |
| HWG Holdings LP | 36 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 37 | $7.50K | 0.01% | +37 | New |
| Morton Brown Family Wealth, LLC | 42 | $8.52K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 47 | $9.00K | 0.00% | −9−16.1% | Reduced |
| New England Capital Financial Advisors LLC | 45 | $9.13K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 48 | $9.73K | 0.00% | −136−73.9% | Reduced |
| PrairieView Partners, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 50 | $10.1K | 0.07% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $10.1K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 53 | $10.7K | 0.01% | +53 | New |
| Park Circle Co | 54 | $10.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 59 | $11.0K | 0.00% | +13+28.3% | Added |
| PFS Partners, LLC | 58 | $11.8K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 58 | $11.8K | 0.01% | +43+286.7% | Added |
| Annapolis Financial Services, LLC | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 60 | $12.2K | 0.03% | −20−25.0% | Reduced |
| Trust Co | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 62 | $12.6K | 0.01% | −598−90.6% | Reduced |
| HHM Wealth Advisors, LLC | 64 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 66 | $13.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 69 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 70 | $14.2K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 73 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 75 | $15.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 75 | $15.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 76 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 78 | $15.8K | 0.01% | +78 | New |
| Knott David M Jr | 77 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 80 | $16.2K | 0.00% | −8−9.1% | Reduced |
| Granite FO LLC | 89 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 89 | $18.0K | 0.01% | +42+89.4% | Added |
| Register Financial Advisors LLC | 91 | $18.5K | 0.01% | −53−36.8% | Reduced |
| Steward Financial Group LLC | 97 | $19.0K | 0.01% | −3−3.0% | Reduced |
| Cohen & Steers, Inc. | 94 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $19.5K | 0.01% | −97−50.3% | Reduced |
| Dividend Assets Capital, LLC | 100 | $20.0K | 0.00% | −25−20.0% | Reduced |
| Fairfield Financial Advisors, LTD | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $20.3K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 101 | $20.5K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 102 | $20.7K | 0.02% | −235−69.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 105 | $21.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 108 | $21.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 110 | $22.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $22.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $23.5K | 0.02% | −500−81.2% | Reduced |
| Coppell Advisory Solutions LLC | 180 | $23.9K | 0.01% | −42−18.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 118 | $24.0K | 0.02% | +110+1,375.0% | Added |
| MCF Advisors LLC | 119 | $24.1K | 0.00% | +23+24.0% | Added |
| Union Savings Bank | 120 | $24.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 128 | $26.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 130 | $26.4K | 0.01% | −20−13.3% | Reduced |
| Northwest Investment Counselors, LLC | 141 | $28.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 144 | $29.2K | 0.00% | −152−51.4% | Reduced |
| Pflug Koory, LLC | 145 | $29.4K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 146 | $29.6K | 0.00% | −48−24.7% | Reduced |