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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 5,656 | $1.15M | 0.55% | +1,707+43.2% | Added |
| Buckingham Strategic Wealth, LLC | 5,668 | $1.15M | 0.02% | +39+0.7% | Added |
| EverSource Wealth Advisors, LLC | 5,680 | $1.15M | 0.12% | −333−5.5% | Reduced |
| Intellectus Partners, LLC | 5,682 | $1.15M | 0.36% | −70−1.2% | Reduced |
| Wambolt & Associates, LLC | 901,248 | $1.15M | 0.42% | +40.0% | Added |
| Dearborn Partners LLC | 5,700 | $1.16M | 0.05% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,573 | $1.16M | 0.46% | +8+0.1% | Added |
| Options Solutions, LLC | 5,711 | $1.16M | 1.33% | −156−2.7% | Reduced |
| KRS Capital Management, LLC | 5,716 | $1.16M | 1.24% | +50+0.9% | Added |
| Wade G W & Inc | 5,731 | $1.16M | 0.04% | +1,099+23.7% | Added |
| Compton Wealth Advisory Group, LLC | 5,748 | $1.17M | 0.40% | +15+0.3% | Added |
| Archford Capital Strategies, LLC | 5,777 | $1.17M | 0.23% | −160−2.7% | Reduced |
| Balentine LLC | 5,788 | $1.17M | 0.04% | +101+1.8% | Added |
| EFG Asset Management (North America) Corp. | 5,798 | $1.18M | 0.28% | +662+12.9% | Added |
| Ashton Thomas Private Wealth, LLC | 5,807 | $1.18M | 0.09% | +1,474+34.0% | Added |
| Eastover Investment Advisors LLC | 5,820 | $1.18M | 0.71% | +244+4.4% | Added |
| Chicago Trust Co NA | 5,828 | $1.18M | 0.30% | +42+0.7% | Added |
| Trillium Asset Management, LLC | 5,832 | $1.18M | 0.04% | −174−2.9% | Reduced |
| Riverview Capital Advisers, LLC | 5,844 | $1.19M | 0.52% | −20−0.3% | Reduced |
| Ironwood Investment Management LLC | 5,861 | $1.19M | 0.73% | −40−0.7% | Reduced |
| RSM US Wealth Management LLC | 5,882 | $1.19M | 0.04% | +175+3.1% | Added |
| Scott & Selber, Inc. | 5,900 | $1.20M | 0.49% | −10−0.2% | Reduced |
| International Assets Investment Management, LLC | 5,920 | $1.20M | 0.16% | +978+19.8% | Added |
| Werba Rubin Papier Wealth Management | 5,959 | $1.21M | 0.43% | +95+1.6% | Added |
| Saturna Capital CORP | 5,970 | $1.21M | 0.02% | −50−0.8% | Reduced |
| Joseph Group Capital Management | 5,971 | $1.21M | 0.87% | +227+4.0% | Added |
| Donaldson Capital Management, LLC | 5,972 | $1.21M | 0.06% | +202+3.5% | Added |
| Arete Wealth Advisors, LLC | 5,973 | $1.21M | 0.21% | +835+16.3% | Added |
| Charter Oak Capital Management, LLC | 5,974 | $1.21M | 0.16% | 00.0% | Unchanged |
| Conning Inc. | 5,986 | $1.21M | 0.04% | +40+0.7% | Added |
| Plancorp, LLC | 5,986 | $1.21M | 0.06% | +250+4.4% | Added |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.22M | 0.16% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,014 | $1.22M | 0.01% | +112+1.9% | Added |
| First Pacific Financial | 6,042 | $1.23M | 0.55% | −111−1.8% | Reduced |
| Shorepoint Capital Partners LLC | 6,063 | $1.23M | 0.36% | +482+8.6% | Added |
| Sanders Morris Harris LLC | 6,061 | $1.23M | 0.25% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,128 | $1.24M | 0.30% | −104−1.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,172 | $1.25M | 0.26% | +6,172 | New |
| ProVise Management Group, LLC | 6,199 | $1.26M | 0.12% | +80+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,202 | $1.26M | 0.83% | +57+0.9% | Added |
| Strategic Advocates LLC | 6,220 | $1.26M | 0.59% | +6,220 | New |
| Ramirez Asset Management, Inc. | 6,236 | $1.26M | 0.27% | +6,236 | New |
| Mount Yale Investment Advisors, LLC | 6,243 | $1.27M | 0.14% | +4,521+262.5% | Added |
| Rossmore Private Capital | 6,257 | $1.27M | 0.19% | −12−0.2% | Reduced |
| Duality Advisers, LP | 6,278 | $1.27M | 0.15% | +6,278 | New |
| Atlas Brown,Inc. | 6,316 | $1.28M | 0.58% | +79+1.3% | Added |
| FinTrust Capital Advisors, LLC | 6,318 | $1.28M | 0.28% | −94−1.5% | Reduced |
| Keudell/Morrison Wealth Management | 6,349 | $1.29M | 0.39% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 6,350 | $1.29M | 0.62% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,391 | $1.30M | 0.20% | +49+0.8% | Added |
| TRUE Private Wealth Advisors | 6,394 | $1.30M | 0.18% | +122+1.9% | Added |
| Segment Wealth Management, LLC | 6,415 | $1.30M | 0.13% | +681+11.9% | Added |
| Quadrant Capital Group LLC | 6,417 | $1.30M | 0.13% | −401−5.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,425 | $1.30M | 0.75% | −700−9.8% | Reduced |
| River & Mercantile Asset Management LLP | 6,453 | $1.31M | 0.31% | +493+8.3% | Added |
| Independent Solutions Wealth Management, LLC | 6,475 | $1.31M | 0.36% | +5,403+504.0% | Added |
| Vetamer Capital Management, L.P. | 6,482 | $1.31M | 2.42% | −2,270−25.9% | Reduced |
| Quantum Private Wealth, LLC | 6,484 | $1.31M | 0.63% | −3,023−31.8% | Reduced |
| Doliver Advisors, LP | 6,485 | $1.32M | 0.40% | −148−2.2% | Reduced |
| Capital Markets Trading UK LLP | 6,506 | $1.32M | 1.15% | +5,038+343.2% | Added |
| Wealthspire Advisors, LLC | 6,514 | $1.32M | 0.02% | −317−4.6% | Reduced |
| Clark Capital Management Group, Inc. | 6,523 | $1.32M | 0.01% | −96−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,514 | $1.32M | 0.16% | −6−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,530 | $1.32M | 0.39% | −325−4.7% | Reduced |
| V Wealth Advisors LLC | 6,580 | $1.33M | 1.08% | −4,993−43.1% | Reduced |
| Capital Investment Advisors, LLC | 6,584 | $1.34M | 0.04% | +864+15.1% | Added |
| Western Wealth Management, LLC | 6,599 | $1.34M | 0.11% | +373+6.0% | Added |
| Moody Lynn & Lieberson, LLC | 6,606 | $1.34M | 0.11% | −15,077−69.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,627 | $1.34M | 0.45% | +125+1.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,657 | $1.35M | 0.38% | +270+4.2% | Added |
| Heritage Trust Co | 6,660 | $1.35M | 0.21% | −220−3.2% | Reduced |
| 1776 Wealth LLC | 6,681 | $1.35M | 0.72% | 00.0% | Unchanged |
| Eagle Strategies LLC | 6,687 | $1.36M | 0.33% | +315+4.9% | Added |
| IMA Wealth, Inc. | 6,728 | $1.36M | 0.35% | −118−1.7% | Reduced |
| TLWM | 6,790 | $1.38M | 0.37% | +217+3.3% | Added |
| Ibex Wealth Advisors | 6,793 | $1.38M | 0.35% | +6,793 | New |
| CoreCap Advisors, LLC | 6,792 | $1.38M | 0.10% | +5,160+316.2% | Added |
| Capstone Triton Financial Group, LLC | 6,807 | $1.38M | 1.01% | +191+2.9% | Added |
| Redmond Asset Management, LLC | 6,810 | $1.38M | 0.49% | +369+5.7% | Added |
| Lake Street Financial LLC | 6,796 | $1.38M | 0.25% | +431+6.8% | Added |
| Rathbone Brothers plc | 6,823 | $1.38M | 0.01% | +5,671+492.3% | Added |
| Columbia Trust Co 01012016 | 6,831 | $1.39M | 0.80% | +375+5.8% | Added |
| Wealthcare Advisory Partners LLC | 6,840 | $1.39M | 0.06% | −17−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,839 | $1.39M | 0.03% | −4,024−37.0% | Reduced |
| Jacobi Capital Management LLC | 6,860 | $1.39M | 0.16% | +364+5.6% | Added |
| Del-Sette Capital Management, LLC | 6,890 | $1.40M | 1.37% | +3,954+134.7% | Added |
| InTrack Investment Management Inc | 6,895 | $1.40M | 1.23% | +822+13.5% | Added |
| Brandywine Managers, LLC | 6,913 | $1.40M | 2.37% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 6,916 | $1.40M | 0.05% | −24−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,918 | $1.40M | 0.74% | +664+10.6% | Added |
| EPG Wealth Management LLC | 6,948 | $1.41M | 0.42% | −27−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,957 | $1.41M | 0.10% | +66+1.0% | Added |
| Northstar Group, Inc. | 6,966 | $1.41M | 0.33% | −56−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 6,972 | $1.41M | 1.27% | −325−4.5% | Reduced |
| First County Bank | 6,973 | $1.41M | 0.74% | +480+7.4% | Added |
| Walleye Trading LLC | 6,979 | $1.42M | 0.03% | +6,979 | New |
| Tiedemann Advisors, LLC | 7,018 | $1.42M | 0.06% | −149−2.1% | Reduced |
| Camden Capital, LLC | 7,027 | $1.42M | 0.17% | +1,681+31.4% | Added |
| Chicago Partners Investment Group LLC | 7,065 | $1.43M | 0.08% | +454+6.9% | Added |
| Fred Alger Management, LLC | 7,053 | $1.43M | 0.01% | −237,009−97.1% | Reduced |