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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 7,066 | $1.43M | 0.46% | −1,571−18.2% | Reduced |
| Morse Asset Management, Inc | 7,069 | $1.43M | 0.45% | +990+16.3% | Added |
| Koshinski Asset Management, Inc. | 7,086 | $1.44M | 0.17% | −75−1.0% | Reduced |
| Bard Financial Services, Inc. | 7,095 | $1.44M | 0.18% | +210+3.1% | Added |
| Global Retirement Partners, LLC | 7,151 | $1.44M | 0.07% | +161+2.3% | Added |
| Boyd Watterson Asset Management LLC | 7,120 | $1.44M | 0.63% | −9−0.1% | Reduced |
| Bristlecone Advisors, LLC | 7,161 | $1.45M | 0.16% | −73−1.0% | Reduced |
| Kaizen Financial Strategies | 7,167 | $1.45M | 1.23% | −265−3.6% | Reduced |
| Schmidt P J Investment Management Inc | 6,986 | $1.46M | 0.31% | −79−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 7,161 | $1.46M | 0.07% | +5,471+323.7% | Added |
| Elmwood Wealth Management, Inc. | 7,189 | $1.46M | 0.70% | −30−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 7,199 | $1.46M | 0.18% | +7,199 | New |
| Gardner Lewis Asset Management L P | 7,200 | $1.46M | 0.53% | −11,307−61.1% | Reduced |
| Amica Retiree Medical Trust | 7,205 | $1.46M | 1.72% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 7,209 | $1.46M | 1.77% | +7,209 | New |
| Americana Partners, LLC | 7,387 | $1.46M | 0.16% | +3,782+104.9% | Added |
| Camarda Financial Advisors, LLC | 7,242 | $1.47M | 0.95% | +674+10.3% | Added |
| Albion Financial Group | 7,273 | $1.47M | 0.14% | +1,540+26.9% | Added |
| Rosenbaum Jay D. | 7,305 | $1.48M | 2.48% | −45−0.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 7,311 | $1.48M | 1.03% | −6−0.1% | Reduced |
| Wolf Group Capital Advisors | 7,319 | $1.48M | 0.70% | −215−2.9% | Reduced |
| Center for Financial Planning, Inc. | 7,351 | $1.49M | 0.32% | +27+0.4% | Added |
| Chickasaw Capital Management LLC | 7,384 | $1.50M | 0.08% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,396 | $1.50M | 0.24% | +7,396 | New |
| Sound View Wealth Advisors Group, LLC | 7,397 | $1.50M | 0.19% | +7+0.1% | Added |
| Sciencast Management LP | 7,401 | $1.50M | 0.68% | +1,920+35.0% | Added |
| M&R Capital Management Inc | 7,407 | $1.50M | 0.41% | +901+13.8% | Added |
| Aviance Capital Partners, LLC | 7,416 | $1.50M | 0.34% | −1,018−12.1% | Reduced |
| AMG National Trust Bank | 7,447 | $1.51M | 0.05% | +2,500+50.5% | Added |
| Ascent Wealth Partners, LLC | 7,457 | $1.51M | 0.28% | +20.0% | Added |
| Bay Rivers Group | 7,459 | $1.51M | 1.16% | +239+3.3% | Added |
| Renasant Bank | 7,476 | $1.52M | 1.28% | +3,020+67.8% | Added |
| Cunning Capital Partners, LP | 7,475 | $1.52M | 1.00% | +7,475 | Added |
| Steinberg Asset Management LLC | 7,496 | $1.52M | 1.35% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 7,503 | $1.52M | 0.41% | −5,058−40.3% | Reduced |
| Financial Advocates Investment Management | 7,531 | $1.53M | 0.11% | −122−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,541 | $1.53M | 0.21% | +685+10.0% | Added |
| Prana Capital Management, LP | 7,556 | $1.53M | 0.10% | −633−7.7% | Reduced |
| Intrust Bank NA | 7,560 | $1.53M | 0.20% | +6+0.1% | Added |
| V-Square Quantitative Management LLC | 7,573 | $1.54M | 0.68% | +1,295+20.6% | Added |
| Cypress Capital Group | 7,574 | $1.54M | 0.22% | −34−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 7,578 | $1.54M | 0.35% | −22−0.3% | Reduced |
| WP Advisors, LLC | 7,602 | $1.54M | 0.64% | −23−0.3% | Reduced |
| Grandview Asset Management LLC | 7,605 | $1.54M | 0.88% | −524−6.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $1.54M | 1.28% | −1,640−21.9% | Reduced |
| Investment Management Corp of Ontario | 7,710 | $1.56M | 0.06% | −2,793−26.6% | Reduced |
| Beck Bode, LLC | 7,714 | $1.56M | 0.40% | −183−2.3% | Reduced |
| Norway Savings Bank | 7,746 | $1.57M | 0.77% | +320+4.3% | Added |
| F/M Investments LLC | 7,749 | $1.57M | 1.17% | −555−6.7% | Reduced |
| Field & Main Bank | 7,797 | $1.58M | 0.74% | −280−3.5% | Reduced |
| Roman Butler Fullerton & Co | 7,776 | $1.59M | 0.75% | −530−6.4% | Reduced |
| Waldron Private Wealth LLC | 7,867 | $1.60M | 0.08% | −65−0.8% | Reduced |
| Berkshire Bank | 7,899 | $1.60M | 0.46% | +58+0.7% | Added |
| TrinityPoint Wealth, LLC | 7,903 | $1.60M | 0.32% | −628−7.4% | Reduced |
| South Dakota Investment Council | 7,937 | $1.61M | 0.04% | +37+0.5% | Added |
| Shepherd Financial Partners LLC | 7,958 | $1.61M | 0.25% | +70+0.9% | Added |
| Nicholas Investment Partners, LP | 7,963 | $1.61M | 0.12% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,994 | $1.62M | 0.21% | +6,229+352.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.62M | 0.61% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,001 | $1.62M | 0.12% | −6,019−42.9% | Reduced |
| Global Endowment Management, LP | 8,002 | $1.62M | 0.17% | +8,002 | New |
| Missouri Trust & Investment Co | 8,009 | $1.62M | 0.73% | +1,172+17.1% | Added |
| Wealth Management Partners, LLC | 8,030 | $1.63M | 1.02% | +640+8.7% | Added |
| Moneta Group Investment Advisors LLC | 8,032 | $1.63M | 0.04% | +511+6.8% | Added |
| Edge Capital Group, LLC | 8,039 | $1.63M | 0.11% | −28−0.3% | Reduced |
| GraniteShares Advisors LLC | 8,060 | $1.63M | 1.52% | +5,374+200.1% | Added |
| IHT Wealth Management, LLC | 8,078 | $1.64M | 0.08% | +152+1.9% | Added |
| Lazari Capital Management, Inc. | 8,082 | $1.64M | 0.98% | −141−1.7% | Reduced |
| Resources Management Corp | 8,088 | $1.64M | 0.27% | +97+1.2% | Added |
| Navalign, LLC | 8,096 | $1.64M | 0.62% | −184−2.2% | Reduced |
| Forum Financial Management, LP | 8,099 | $1.64M | 0.04% | +136+1.7% | Added |
| VeraBank, N.A. | 8,104 | $1.64M | 0.63% | −72−0.9% | Reduced |
| Financial Engines Advisors L.L.C. | 8,127 | $1.65M | 0.00% | +71+0.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 8,177 | $1.66M | 0.76% | +1,056+14.8% | Added |
| Thrive Wealth Management, LLC | 8,181 | $1.66M | 0.44% | +2,560+45.5% | Added |
| Birinyi Associates Inc | 8,190 | $1.66M | 0.66% | +350+4.5% | Added |
| Orin Green Financial, LLC | 8,233 | $1.67M | 0.93% | −4,777−36.7% | Reduced |
| Hudson Canyon Capital Management | 8,258 | $1.67M | 1.37% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,287 | $1.68M | 0.07% | −1,497−15.3% | Reduced |
| Personal Cfo Solutions, LLC | 8,295 | $1.68M | 0.33% | +793+10.6% | Added |
| Burns J W & Co Inc | 8,316 | $1.69M | 0.27% | +702+9.2% | Added |
| Pictet Bank & Trust Ltd | 8,318 | $1.69M | 1.81% | −414−4.7% | Reduced |
| BlueCrest Capital Management Ltd | 8,327 | $1.69M | 0.26% | +6,714+416.2% | Added |
| Optas, LLC | 8,361 | $1.70M | 0.56% | −209−2.4% | Reduced |
| Geneva Capital Management LLC | 8,424 | $1.71M | 0.04% | −234−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,426 | $1.71M | 0.08% | +1,160+16.0% | Added |
| Nikulski Financial, Inc. | 8,428 | $1.71M | 0.71% | +652+8.4% | Added |
| Barings LLC | 8,440 | $1.71M | 0.06% | +6,318+297.7% | Added |
| Ronald Blue Trust, Inc. | 8,163 | $1.73M | 0.03% | +590+7.8% | Added |
| Pine Valley Investments Ltd Liability Co | 8,524 | $1.73M | 0.17% | +2,100+32.7% | Added |
| Harvey Capital Management Inc | 8,575 | $1.74M | 0.61% | −50−0.6% | Reduced |
| United Bank | 8,583 | $1.74M | 1.04% | −178−2.0% | Reduced |
| Summit Financial, LLC | 8,614 | $1.75M | 0.13% | −7,269−45.8% | Reduced |
| Bell Bank | 8,645 | $1.75M | 0.19% | −82−0.9% | Reduced |
| Gs Investments, Inc. | 8,648 | $1.75M | 1.00% | −45−0.5% | Reduced |
| L.M. Kohn & Company | 8,652 | $1.75M | 0.64% | +20+0.2% | Added |
| Ascent Group, LLC | 8,392 | $1.76M | 0.19% | +4,027+92.3% | Added |
| Nicolet Bankshares Inc | 8,751 | $1.77M | 0.54% | −4,569−34.3% | Reduced |
| Bridgewater Associates, LP | 8,827 | $1.79M | 0.01% | +937+11.9% | Added |
| Private Trust Co NA | 8,837 | $1.79M | 0.24% | −43−0.5% | Reduced |