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 |
|---|---|---|---|---|---|
| Centre Asset Management, LLC | 11,499 | $2.33M | 0.57% | −409−3.4% | Reduced |
| Kovack Advisors, Inc. | 11,544 | $2.34M | 0.33% | +228+2.0% | Added |
| Trust Asset Management LLC | 11,587 | $2.35M | 0.25% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 11,590 | $2.35M | 0.07% | −755−6.1% | Reduced |
| Citizens Business Bank | 11,644 | $2.36M | 0.55% | −829−6.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,708 | $2.37M | 0.06% | +295+2.6% | Added |
| Qtron Investments LLC | 11,738 | $2.38M | 0.45% | −206−1.7% | Reduced |
| Grove Bank & Trust | 11,760 | $2.38M | 0.49% | +1,301+12.4% | Added |
| Advisors Asset Management, Inc. | 11,824 | $2.40M | 0.05% | +401+3.5% | Added |
| Vident Advisory, LLC | 11,861 | $2.41M | 0.07% | +11,861 | New |
| Ocean Capital Management, LLC | 11,895 | $2.41M | 1.12% | +1,321+12.5% | Added |
| Modus Advisors, LLC | 11,918 | $2.42M | 1.05% | −8−0.1% | Reduced |
| Edgestream Partners, L.P. | 11,961 | $2.43M | 0.19% | −3,464−22.5% | Reduced |
| NVWM, LLC | 11,910 | $2.43M | 0.79% | +1,286+12.1% | Added |
| Nixon Peabody Trust Co | 12,018 | $2.44M | 2.04% | −187−1.5% | Reduced |
| CenterBook Partners LP | 12,027 | $2.44M | 0.30% | +4,215+54.0% | Added |
| NBC Securities, Inc. | 12,034 | $2.44M | 0.27% | +12,034 | New |
| Privium Fund Management (UK) Ltd | 12,050 | $2.44M | 1.91% | +2,217+22.5% | Added |
| Caliber Wealth Management, LLC | 12,052 | $2.44M | 1.64% | +304+2.6% | Added |
| Saxon Interests, Inc. | 12,052 | $2.44M | 1.64% | +12,052 | New |
| Executive Wealth Management, LLC | 12,067 | $2.45M | 0.25% | +273+2.3% | Added |
| Enterprise Bank & Trust Co | 12,089 | $2.45M | 1.01% | −251−2.0% | Reduced |
| Alps Advisors Inc | 12,140 | $2.46M | 0.02% | −151−1.2% | Reduced |
| Machina Capital S.A.S. | 12,151 | $2.46M | 1.38% | +2,638+27.7% | Added |
| Ballentine Partners, LLC | 12,166 | $2.47M | 0.06% | +773+6.8% | Added |
| Glynn Capital Management LLC | 12,197 | $2.47M | 0.54% | 00.0% | Unchanged |
| Mark Stevens | 12,209 | $2.48M | 0.33% | −356−2.8% | Reduced |
| Blackhawk Capital Partners LLC. | 12,289 | $2.49M | 1.82% | +109+0.9% | Added |
| Churchill Management Corp | 12,323 | $2.50M | 0.04% | +12,323 | New |
| Wealth Alliance | 12,351 | $2.50M | 0.39% | −57−0.5% | Reduced |
| Winch Advisory Services, LLC | 12,428 | $2.52M | 0.92% | −195−1.5% | Reduced |
| Garrett Investment Advisors LLC | 12,474 | $2.53M | 0.34% | +213+1.7% | Added |
| Richelieu Gestion PLC | 12,475 | $2.53M | 2.35% | +2,124+20.5% | Added |
| Charter Trust Co | 12,532 | $2.54M | 0.20% | +4,119+49.0% | Added |
| Coldstream Capital Management Inc | 12,532 | $2.54M | 0.08% | −149−1.2% | Reduced |
| First Manhattan Co | 12,547 | $2.54M | 0.01% | −499−3.8% | Reduced |
| SeaCrest Wealth Management, LLC | 12,564 | $2.55M | 0.33% | −156−1.2% | Reduced |
| Clarius Group, LLC | 12,619 | $2.56M | 0.24% | −2,081−14.2% | Reduced |
| Courier Capital LLC | 12,630 | $2.56M | 0.21% | +1,948+18.2% | Added |
| Connable Office Inc | 12,639 | $2.56M | 0.35% | +20+0.2% | Added |
| Fiduciary Group LLC | 12,765 | $2.59M | 0.33% | −607−4.5% | Reduced |
| Arlington Partners LLC | 12,786 | $2.59M | 1.06% | +12,668+10,735.6% | Added |
| Arlington Trust Co LLC | 12,786 | $2.59M | 1.06% | +12,786 | New |
| Lombard Odier Asset Management (Switzerland) SA | 12,825 | $2.60M | 0.42% | −911−6.6% | Reduced |
| Connolly Sarah T. | 12,848 | $2.61M | 1.72% | −625−4.6% | Reduced |
| Icon Advisers Inc | 12,900 | $2.62M | 0.65% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,903 | $2.62M | 0.26% | −305−2.3% | Reduced |
| NFJ Investment Group, LLC | 12,903 | $2.62M | 0.08% | −704−5.2% | Reduced |
| Savoie Capital LLC | 12,950 | $2.63M | 0.69% | +12,950 | New |
| Maxi Investments CY Ltd | 12,970 | $2.63M | 1.22% | 00.0% | Unchanged |
| Capital Analysts, LLC | 12,975 | $2.63M | 0.15% | +641+5.2% | Added |
| Savant Capital, LLC | 12,981 | $2.63M | 0.04% | +416+3.3% | Added |
| Laurel Wealth Advisors LLC | 13,003 | $2.64M | 0.56% | −605−4.4% | Reduced |
| Wedmont Private Capital | 12,771 | $2.65M | 0.27% | +1,438+12.7% | Added |
| Sumitomo Life Insurance Co | 13,109 | $2.66M | 0.07% | −176−1.3% | Reduced |
| Telemus Capital, LLC | 13,127 | $2.66M | 0.25% | −283−2.1% | Reduced |
| Birch Hill Investment Advisors LLC | 13,168 | $2.67M | 0.16% | −1,216−8.5% | Reduced |
| Beck Capital Management, LLC | 13,239 | $2.68M | 1.04% | +4,922+59.2% | Added |
| Harrell Investment Partners, LLC | 13,191 | $2.69M | 0.92% | +123+0.9% | Added |
| Sturgeon Ventures LLP | 13,292 | $2.70M | 3.55% | +3,805+40.1% | Added |
| Diversified Trust Co | 13,297 | $2.70M | 0.10% | +1,553+13.2% | Added |
| Trust Co of Toledo NA | 13,379 | $2.71M | 0.53% | +530+4.1% | Added |
| Independence Bank of Kentucky | 13,398 | $2.72M | 1.15% | −30.0% | Reduced |
| Equitable Holdings, Inc. | 13,468 | $2.73M | 0.04% | +845+6.7% | Added |
| Asset Dedication, LLC | 13,534 | $2.73M | 0.23% | +206+1.5% | Added |
| Lloyd Advisory Services, LLC. | 13,574 | $2.75M | 0.91% | +13,574 | New |
| Norden Group LLC | 13,574 | $2.75M | 0.91% | +13,574 | New |
| NBT Bank N A | 13,577 | $2.75M | 0.26% | −922−6.4% | Reduced |
| PEAK6 Investments LLC | 13,585 | $2.75M | 0.13% | +13,581+339,525.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,586 | $2.75M | 0.13% | +1,039+8.3% | Added |
| Red Door Wealth Management, LLC | 13,594 | $2.76M | 0.69% | −3,321−19.6% | Reduced |
| Knollwood Investment Advisory, LLC | 13,630 | $2.76M | 1.29% | +7,300+115.3% | Added |
| Allworth Financial LP | 13,633 | $2.76M | 0.02% | +440+3.3% | Added |
| Hixon Zuercher, LLC | 13,635 | $2.76M | 1.45% | +698+5.4% | Added |
| Apollon Wealth Management, LLC | 13,662 | $2.77M | 0.14% | +177+1.3% | Added |
| Wunderlich Capital Managemnt | 13,712 | $2.78M | 1.37% | −41−0.3% | Reduced |
| Cutler Group LP | 13,716 | $2.78M | 0.44% | −896−6.1% | Reduced |
| Northcape Capital Pty Ltd | 13,763 | $2.79M | 0.42% | +3,954+40.3% | Added |
| Cavalier Investments, LLC | 13,797 | $2.80M | 1.09% | +489+3.7% | Added |
| TKG Advisors, LLC | 13,807 | $2.80M | 1.86% | −228−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,395 | $2.82M | 0.48% | −1,001−18.6% | Reduced |
| Beech Hill Advisors, Inc. | 13,915 | $2.82M | 1.42% | −60−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 13,915 | $2.82M | 0.09% | +2,198+18.8% | Added |
| Clearstead Advisors, LLC | 13,917 | $2.82M | 0.17% | −119−0.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 13,930 | $2.82M | 0.45% | +1,185+9.3% | Added |
| Harbor Investment Advisory, LLC | 30,624 | $2.84M | 0.37% | −254−0.8% | Reduced |
| Geneos Wealth Management Inc. | 14,008 | $2.84M | 0.15% | +1,037+8.0% | Added |
| Roundview Capital LLC | 14,029 | $2.84M | 0.29% | −627−4.3% | Reduced |
| Callahan Advisors, LLC | 14,193 | $2.88M | 0.36% | +3,039+27.2% | Added |
| Northeast Financial Consultants Inc | 14,255 | $2.89M | 0.18% | +2,959+26.2% | Added |
| Mirova | 14,281 | $2.90M | 0.58% | −3,783−20.9% | Reduced |
| Integrated Advisors Network LLC | 14,374 | $2.91M | 0.18% | +2,292+19.0% | Added |
| Woodline Partners LP | 14,405 | $2.92M | 0.03% | +14,405 | New |
| Perpetual Ltd | 14,423 | $2.92M | 0.03% | −8,240−36.4% | Reduced |
| Cozad Asset Management Inc | 14,443 | $2.93M | 0.38% | +308+2.2% | Added |
| Balyasny Asset Management LLC | 14,483 | $2.94M | 0.01% | −11,308−43.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,526 | $2.95M | 0.99% | −61−0.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,612 | $2.96M | 1.70% | +292+2.0% | Added |
| NewSquare Capital LLC | 14,620 | $2.96M | 0.31% | +14,546+19,656.8% | Added |
| Pioneer Trust Bank N A | 14,660 | $2.97M | 0.99% | −1,935−11.7% | Reduced |