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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 8,840 | $1.79M | 0.21% | −131−1.5% | Reduced |
| E Fund Management Co., Ltd. | 8,843 | $1.79M | 0.14% | −543−5.8% | Reduced |
| G&S Capital LLC | 8,849 | $1.79M | 0.91% | −70−0.8% | Reduced |
| Park Place Capital Corp | 8,855 | $1.80M | 0.53% | +2,285+34.8% | Added |
| Beaumont Asset Management, L.L.C. | 8,862 | $1.80M | 1.48% | −64−0.7% | Reduced |
| Modera Wealth Management, LLC | 8,949 | $1.81M | 0.03% | +2,319+35.0% | Added |
| Teza Capital Management LLC | 8,965 | $1.82M | 0.30% | +7,584+549.2% | Added |
| Principle Wealth Partners LLC | 9,068 | $1.84M | 0.18% | +283+3.2% | Added |
| Nilsine Partners, LLC | 9,085 | $1.84M | 0.28% | +1,226+15.6% | Added |
| Triangle Securities Wealth Management | 9,144 | $1.85M | 0.66% | +12+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 9,176 | $1.86M | 0.66% | +119+1.3% | Added |
| Atom Investors LP | 9,195 | $1.86M | 0.43% | +4,230+85.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 9,227 | $1.87M | 0.40% | +863+10.3% | Added |
| Meitav Dash Investments Ltd | 9,238 | $1.88M | 0.03% | −4,911−34.7% | Reduced |
| Aspiriant, LLC | 9,264 | $1.88M | 0.10% | −3,181−25.6% | Reduced |
| Fulton Bank, N.A. | 9,279 | $1.88M | 0.09% | −92−1.0% | Reduced |
| TriaGen Wealth Management LLC | 9,288 | $1.88M | 0.96% | +9,288 | New |
| Jackson Hole Capital Partners, LLC | 9,339 | $1.89M | 0.55% | −831−8.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 9,328 | $1.90M | 0.96% | +900+10.7% | Added |
| Old North State Wealth Management, LLC | 9,378 | $1.90M | 1.67% | +75+0.8% | Added |
| Ingalls & Snyder LLC | 9,380 | $1.90M | 0.09% | −643−6.4% | Reduced |
| Wintrust Investments LLC | 9,388 | $1.90M | 0.20% | +1,965+26.5% | Added |
| Pinnacle Holdings, LLC | 9,410 | $1.91M | 0.89% | −1,062−10.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,442 | $1.91M | 1.41% | +245+2.7% | Added |
| Fukoku Mutual Life Insurance Co | 9,484 | $1.92M | 0.18% | +3,179+50.4% | Added |
| NorthRock Partners, LLC | 9,585 | $1.94M | 0.20% | +4,023+72.3% | Added |
| Centaurus Financial, Inc. | 9,600 | $1.95M | 0.17% | −2,738−22.2% | Reduced |
| Centiva Capital, LP | 9,612 | $1.95M | 0.10% | −12,290−56.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,651 | $1.96M | 0.36% | −199−2.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,684 | $1.96M | 0.50% | +25+0.3% | Added |
| Alphadyne Asset Management LP | 9,751 | $1.98M | 0.95% | +7,756+388.8% | Added |
| Delta Investment Management, LLC | 9,849 | $2.00M | 0.55% | +8,545+655.3% | Added |
| Vestmark Advisory Solutions, Inc. | 9,850 | $2.00M | 0.15% | −21,152−68.2% | Reduced |
| Horizon Investment Services, LLC | 9,887 | $2.00M | 1.21% | +9,887 | New |
| Stamos Capital Partners, L.P. | 9,920 | $2.01M | 0.45% | +610+6.6% | Added |
| Atlantic Trust, LLC | 9,936 | $2.01M | 0.66% | +1,122+12.7% | Added |
| Tiemann Investment Advisors, LLC | 9,940 | $2.02M | 1.08% | −15−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 9,945 | $2.02M | 0.36% | −101−1.0% | Reduced |
| Noked Israel Ltd | 10,000 | $2.03M | 0.62% | −41,980−80.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $2.03M | 1.43% | +5,000+100.0% | Added |
| Northstar Advisory Group, LLC | 10,025 | $2.03M | 1.48% | −1,087−9.8% | Reduced |
| Consolidated Planning Corp | 10,061 | $2.04M | 0.45% | +10,061 | New |
| Cumberland Partners Ltd | 10,100 | $2.05M | 0.20% | +1,750+21.0% | Added |
| iA Global Asset Management Inc. | 10,110 | $2.05M | 0.05% | +1,061+11.7% | Added |
| Cohen Investment Advisors LLC | 10,146 | $2.06M | 1.65% | −122−1.2% | Reduced |
| GPM Growth Investors, Inc. | 10,176 | $2.06M | 1.08% | −138−1.3% | Reduced |
| Sculati Wealth Management, LLC | 10,176 | $2.06M | 1.05% | +482+5.0% | Added |
| Cigna Investments Inc | 10,198 | $2.07M | 0.48% | −1,396−12.0% | Reduced |
| Welch & Forbes LLC | 10,259 | $2.08M | 0.03% | +88+0.9% | Added |
| Ritholtz Wealth Management | 10,307 | $2.09M | 0.09% | +583+6.0% | Added |
| Flagship Harbor Advisors, LLC | 10,323 | $2.09M | 0.17% | −98−0.9% | Reduced |
| Chase Investment Counsel Corp | 10,341 | $2.10M | 1.05% | −10,934−51.4% | Reduced |
| Cornercap Investment Counsel Inc | 10,347 | $2.10M | 0.38% | +338+3.4% | Added |
| Boltwood Capital Management | 10,371 | $2.10M | 0.78% | −160−1.5% | Reduced |
| Midwest Professional Planners, LTD. | 10,388 | $2.11M | 0.95% | +1,474+16.5% | Added |
| Baystate Wealth Management LLC | 10,457 | $2.12M | 0.17% | +1,332+14.6% | Added |
| Graypoint LLC | 10,468 | $2.12M | 0.20% | +634+6.4% | Added |
| Wellington Shields Capital Management, LLC | 10,473 | $2.12M | 0.28% | −137−1.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,475 | $2.12M | 0.57% | −300−2.8% | Reduced |
| HighVista Strategies LLC | 10,479 | $2.12M | 0.98% | −3,600−25.6% | Reduced |
| Sunbelt Securities, Inc. | 10,537 | $2.14M | 0.30% | −372−3.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,546 | $2.14M | 1.57% | +62+0.6% | Added |
| MUFG Securities EMEA plc | 10,590 | $2.15M | 0.23% | +665+6.7% | Added |
| Cable Hill Partners, LLC | 10,596 | $2.15M | 0.29% | −2,085−16.4% | Reduced |
| Canal Capital Management, LLC | 10,613 | $2.15M | 0.44% | −310−2.8% | Reduced |
| Choate Investment Advisors | 10,613 | $2.15M | 0.08% | +8,199+339.6% | Added |
| Two Sigma Investments, LP | 10,633 | $2.16M | 0.01% | +33+0.3% | Added |
| BNC Wealth Management, LLC | 10,647 | $2.16M | 1.16% | +10,647 | New |
| Legacy Private Trust Co. | 10,717 | $2.17M | 0.19% | +336+3.2% | Added |
| Axxcess Wealth Management, LLC | 10,746 | $2.18M | 0.07% | +4,843+82.0% | Added |
| Duff & Phelps Investment Management Co | 10,763 | $2.18M | 0.03% | −162−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 10,803 | $2.19M | 0.28% | −1,592−12.8% | Reduced |
| Roberts Wealth Advisors, LLC | 10,522 | $2.19M | 0.96% | +91+0.9% | Added |
| Atlantic Union Bankshares Corp | 10,837 | $2.20M | 0.23% | −1,461−11.9% | Reduced |
| Kampmann Melissa S. | 10,855 | $2.20M | 2.12% | +10,855 | New |
| Gyroscope Capital Management Group, LLC | 10,867 | $2.20M | 0.51% | +9,267+579.2% | Added |
| 180 Wealth Advisors, LLC | 10,872 | $2.20M | 0.50% | +1,175+12.1% | Added |
| Mission Wealth Management, LP | 10,879 | $2.21M | 0.08% | +17+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $2.21M | 0.14% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 10,890 | $2.21M | 0.05% | −2,769−20.3% | Reduced |
| Ardsley Advisory Partners LP | 10,900 | $2.21M | 0.60% | +10,900 | New |
| Herbst Group, LLC | 10,905 | $2.21M | 1.58% | +600+5.8% | Added |
| Polaris Wealth Advisory Group, LLC | 10,940 | $2.22M | 0.17% | +2,864+35.5% | Added |
| Green Harvest Asset Management LLC | 10,968 | $2.22M | 0.08% | −20−0.2% | Reduced |
| Ally Financial Inc. | 11,000 | $2.23M | 0.33% | −49,000−81.7% | Reduced |
| Insigneo Advisory Services, LLC | 11,008 | $2.23M | 0.45% | −1,084−9.0% | Reduced |
| Hancock Whitney Corp | 11,060 | $2.24M | 0.09% | +1,078+10.8% | Added |
| Lake Street Advisors Group, LLC | 11,065 | $2.24M | 0.13% | +444+4.2% | Added |
| We Are One Seven, LLC | 11,085 | $2.25M | 0.18% | +1,296+13.2% | Added |
| Mutual Advisors, LLC | 11,103 | $2.25M | 0.09% | +1,909+20.8% | Added |
| Campbell & CO Investment Adviser LLC | 11,122 | $2.26M | 0.27% | +7,135+179.0% | Added |
| WSFS Capital Management, LLC | 11,169 | $2.26M | 0.15% | +2,899+35.1% | Added |
| Finer Wealth Management, Inc. | 11,171 | $2.27M | 1.81% | +387+3.6% | Added |
| Citizens & Northern Corp | 11,176 | $2.27M | 0.91% | −36−0.3% | Reduced |
| Verde Capital Management | 11,248 | $2.28M | 0.89% | −1,422−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 11,310 | $2.29M | 0.09% | −387−3.3% | Reduced |
| Versor Investments LP | 11,396 | $2.31M | 0.47% | +11,396 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,454 | $2.32M | 0.25% | −500−4.2% | Reduced |
| Stevens Capital Management LP | 11,486 | $2.33M | 0.67% | +11,486 | New |
| Houlihan Financial Resource Group, Ltd. | 11,550 | $2.33M | 1.25% | −308,257−96.4% | Reduced |