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, 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
- 2,293
- +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
- 948 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 | 2,492 | $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, 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 |
|---|---|---|---|---|---|
| Seven Springs Wealth Group, LLC | 4,714 | $955.9K | 0.46% | +49+1.1% | Added |
| Cooper Financial Group | 4,718 | $956.7K | 0.23% | −205−4.2% | Reduced |
| Diligent Investors, LLC | 4,728 | $958.8K | 0.29% | −150−3.1% | Reduced |
| Legacy Financial Advisors, Inc. | 4,729 | $958.9K | 0.19% | +858+22.2% | Added |
| Legacy Capital Group California, Inc. | 4,734 | $960.0K | 0.41% | +73+1.6% | Added |
| Ayrshire Capital Management LLC | 4,739 | $961.0K | 0.62% | +7+0.1% | Added |
| Jefferies Financial Group Inc. | 4,744 | $962.0K | 0.02% | −63,249−93.0% | Reduced |
| Hillsdale Investment Management Inc. | 4,765 | $966.2K | 0.09% | +1,400+41.6% | Added |
| Cornerstone Wealth Management, LLC | 4,771 | $967.5K | 0.09% | +25+0.5% | Added |
| Romano Brothers and Company | 4,783 | $969.9K | 0.15% | +605+14.5% | Added |
| Smith, Salley & Associates | 4,810 | $975.4K | 0.07% | +220+4.8% | Added |
| Exencial Wealth Advisors, LLC | 4,831 | $979.6K | 0.05% | −73−1.5% | Reduced |
| Peterson Wealth Management | 4,835 | $980.4K | 0.81% | +143+3.0% | Added |
| Highlander Capital Management, LLC | 4,842 | $982.0K | 0.39% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,844 | $982.3K | 0.69% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,846 | $982.7K | 0.76% | −308−6.0% | Reduced |
| Ellevest, Inc. | 4,848 | $983.1K | 0.08% | +219+4.7% | Added |
| Occidental Asset Management, LLC | 4,853 | $984.1K | 0.23% | −1,600−24.8% | Reduced |
| Bank Ozk | 4,868 | $987.1K | 0.54% | −3,513−41.9% | Reduced |
| Sargent Investment Group, LLC | 4,871 | $987.7K | 0.24% | +276+6.0% | Added |
| Eqis Capital Management, Inc. | 4,876 | $988.9K | 0.12% | −620−11.3% | Reduced |
| Aaron Wealth Advisors | 4,899 | $993.4K | 0.13% | −546−10.0% | Reduced |
| Parcion Private Wealth LLC | 4,901 | $993.8K | 0.10% | −21−0.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,906 | $994.8K | 0.61% | +19+0.4% | Added |
| Congress Asset Management Co | 4,916 | $996.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,919 | $997.5K | 0.45% | +200+4.2% | Added |
| Michael B. Yongue | 4,927 | $999.1K | 0.97% | −352−6.7% | Reduced |
| Focus Financial Network, Inc. | 4,933 | $1.00M | 0.06% | +76+1.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,934 | $1.00M | 0.30% | −878−15.1% | Reduced |
| Paradigm Asset Management Co LLC | 4,950 | $1.00M | 0.28% | 00.0% | Unchanged |
| Coastline Trust Co | 4,964 | $1.01M | 0.15% | +516+11.6% | Added |
| Octavia Wealth Advisors, LLC | 4,970 | $1.01M | 0.20% | +101+2.1% | Added |
| Legacy Bridge, LLC | 4,974 | $1.01M | 0.72% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,988 | $1.01M | 0.11% | +9+0.2% | Added |
| DB Fitzpatrick & Co, Inc | 4,998 | $1.01M | 1.08% | −2,821−36.1% | Reduced |
| Winton Group Ltd | 5,004 | $1.01M | 0.08% | +1,138+29.4% | Added |
| Coastwise Capital Group, LLC | 5,029 | $1.02M | 1.17% | −222−4.2% | Reduced |
| VELA Investment Management, LLC | 5,040 | $1.02M | 0.45% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,045 | $1.02M | 0.08% | +35+0.7% | Added |
| Guerra Pan Advisors, LLC | 5,046 | $1.02M | 1.18% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,851 | $1.02M | 0.74% | −1,384−22.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,059 | $1.03M | 0.36% | −70−1.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,081 | $1.03M | 0.69% | −78−1.5% | Reduced |
| Lumina Fund Management LLC | 5,100 | $1.03M | 0.50% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,118 | $1.04M | 0.47% | −83−1.6% | Reduced |
| Aldebaran Financial Inc. | 5,129 | $1.04M | 1.70% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,137 | $1.04M | 0.17% | −97−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,137 | $1.04M | 0.04% | −59−1.1% | Reduced |
| Jump Financial, LLC | 5,158 | $1.05M | 0.04% | −10,805−67.7% | Reduced |
| Syon Capital LLC | 5,166 | $1.05M | 0.13% | +5,166 | New |
| Connective Portfolio Management, LLC | 5,170 | $1.05M | 3.19% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,170 | $1.05M | 0.42% | −106−2.0% | Reduced |
| Farther Finance Advisors, LLC | 5,184 | $1.05M | 0.17% | +1,279+32.8% | Added |
| RFG Advisory, LLC | 5,187 | $1.05M | 0.05% | +224+4.5% | Added |
| Naviter Wealth, LLC | 5,194 | $1.05M | 0.25% | +139+2.7% | Added |
| Strategic Investment Advisors | 5,216 | $1.06M | 0.17% | −90−1.7% | Reduced |
| Keeler Thomas Management LLC | 5,243 | $1.06M | 0.39% | −712−12.0% | Reduced |
| 9258 Wealth Management, LLC | 5,230 | $1.06M | 0.21% | +222+4.4% | Added |
| David Loasby | 5,256 | $1.06M | 0.12% | +1,605+44.0% | Added |
| Strategic Investment Solutions, Inc. | 4,914 | $1.06M | 0.01% | +4,836+6,200.0% | Added |
| Three Seasons Wealth, LLC | 5,252 | $1.07M | 1.05% | +5,252 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,270 | $1.07M | 0.04% | +1,685+47.0% | Added |
| Bridgefront Capital, LLC | 5,271 | $1.07M | 0.75% | +2,334+79.5% | Added |
| World Equity Group, Inc. | 5,243 | $1.07M | 0.22% | +133+2.6% | Added |
| Gilbert & Cook, Inc. | 5,293 | $1.07M | 0.17% | +2,026+62.0% | Added |
| Rehmann Capital Advisory Group | 5,307 | $1.08M | 0.10% | −149−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 5,325 | $1.08M | 0.37% | +148+2.9% | Added |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.08M | 0.77% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 5,313 | $1.08M | 0.03% | +1,557+41.5% | Added |
| Keel Point, LLC | 5,343 | $1.08M | 0.15% | +2,740+105.3% | Added |
| Ballast, Inc. | 5,350 | $1.08M | 0.43% | −278−4.9% | Reduced |
| Congress Wealth Management LLC | 5,353 | $1.09M | 0.02% | +1,779+49.8% | Added |
| Garda Capital Partners LP | 5,356 | $1.09M | 0.69% | +5,356 | New |
| Arrowroot Family Office, LLC | 5,357 | $1.09M | 0.86% | −1,430−21.1% | Reduced |
| Wealthsource Partners, LLC | 5,365 | $1.09M | 0.07% | −37−0.7% | Reduced |
| Laidlaw Wealth Management LLC | 5,403 | $1.10M | 0.36% | −113−2.0% | Reduced |
| CX Institutional | 5,413 | $1.10M | 0.06% | −114−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 5,413 | $1.10M | 0.11% | −35−0.6% | Reduced |
| Cornerstone National Bank & Trust Co | 5,421 | $1.10M | 0.68% | −76−1.4% | Reduced |
| Country Club Bank | 5,446 | $1.11M | 0.09% | −332−5.7% | Reduced |
| St. Johns Investment Management Company, LLC | 5,476 | $1.11M | 0.63% | −58−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,490 | $1.11M | 0.21% | +759+16.0% | Added |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.12M | 0.34% | +5,500 | New |
| KPP Advisory Services LLC | 5,517 | $1.12M | 0.37% | +5,517 | New |
| Aptus Capital Advisors, LLC | 5,517 | $1.12M | 0.03% | +3,370+157.0% | Added |
| Cynosure Management, LLC | 5,527 | $1.12M | 0.34% | −693−11.1% | Reduced |
| RMR Wealth Builders | 5,529 | $1.12M | 0.18% | +1,941+54.1% | Added |
| Lindbrook Capital, LLC | 5,531 | $1.12M | 0.13% | −1,251−18.4% | Reduced |
| Legal Advantage Investments, Inc. | 5,531 | $1.12M | 0.80% | −34−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,552 | $1.13M | 0.49% | −20−0.4% | Reduced |
| Secure Asset Management, LLC | 5,554 | $1.13M | 0.34% | +142+2.6% | Added |
| Oxler Private Wealth LLC | 5,557 | $1.13M | 0.57% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,567 | $1.13M | 0.71% | +5,567 | New |
| Belpointe Asset Management LLC | 5,578 | $1.13M | 0.12% | +413+8.0% | Added |
| Synergy Financial Management, LLC | 5,583 | $1.13M | 0.22% | +3,299+144.4% | Added |
| CWA Asset Management Group, LLC | 5,583 | $1.13M | 0.08% | +731+15.1% | Added |
| Oak Harvest Investment Services | 5,599 | $1.14M | 0.24% | +2,127+61.3% | Added |
| Laffer Tengler Investments | 5,610 | $1.14M | 0.33% | −1,219−17.9% | Reduced |
| Alta Wealth Advisors LLC | 5,611 | $1.14M | 0.70% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 5,627 | $1.14M | 0.36% | −70−1.2% | Reduced |