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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 14,728 | $2.98M | 1.59% | +18+0.1% | Added |
| Schechter Investment Advisors, LLC | 14,673 | $2.98M | 0.29% | +470+3.3% | Added |
| Symphony Financial, Ltd. Co. | 14,685 | $2.99M | 0.74% | −154−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 14,745 | $2.99M | 0.23% | +14,745 | New |
| New Hampshire Trust | 14,856 | $3.01M | 0.82% | −140−0.9% | Reduced |
| WD Rutherford LLC | 14,868 | $3.01M | 2.07% | +5,244+54.5% | Added |
| Penserra Capital Management LLC | 14,990 | $3.04M | 0.06% | −2,389−13.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,000 | $3.04M | 0.05% | +8,700+138.1% | Added |
| NEOS Investment Management LLC | 15,031 | $3.05M | 0.39% | +15,031 | New |
| Smithbridge Asset Management Inc | 15,040 | $3.05M | 0.76% | +168+1.1% | Added |
| HB Wealth Management, LLC | 15,042 | $3.05M | 0.05% | +2,865+23.5% | Added |
| Asio Capital, LLC | 15,049 | $3.05M | 0.81% | +821+5.8% | Added |
| Granite Investment Partners, LLC | 15,077 | $3.06M | 0.13% | −313−2.0% | Reduced |
| Merit Financial Group, LLC | 15,077 | $3.06M | 0.10% | +2,564+20.5% | Added |
| Wahed Invest LLC | 15,135 | $3.07M | 1.00% | +1,491+10.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,188 | $3.08M | 0.31% | −66−0.4% | Reduced |
| Private Wealth Partners, LLC | 15,362 | $3.12M | 0.30% | −110−0.7% | Reduced |
| Azzad Asset Management Inc | 15,438 | $3.13M | 0.44% | +76+0.5% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.17M | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,666 | $3.18M | 0.31% | +9,995+176.2% | Added |
| First Hawaiian Bank | 15,666 | $3.18M | 0.11% | +53+0.3% | Added |
| Ostrum Asset Management | 15,754 | $3.19M | 0.30% | −4,480−22.1% | Reduced |
| Alliance Wealth Advisors, LLC | 15,805 | $3.20M | 1.19% | +703+4.7% | Added |
| Whalerock Point Partners, LLC | 15,859 | $3.22M | 1.11% | +139+0.9% | Added |
| Pegasus Asset Management, Inc. | 15,915 | $3.23M | 1.50% | −362−2.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.24M | 0.93% | 00.0% | Unchanged |
| Comerica Securities,inc. | 16,042 | $3.25M | 0.27% | −436−2.6% | Reduced |
| Horizon Investments, LLC | 16,045 | $3.25M | 0.10% | −528−3.2% | Reduced |
| WCG Wealth Advisors LLC | 15,917 | $3.27M | 0.24% | +4,187+35.7% | Added |
| Linscomb & Williams, Inc. | 16,148 | $3.27M | 0.19% | −580−3.5% | Reduced |
| Aperture Investors, LLC | 16,211 | $3.29M | 0.52% | +16,211 | New |
| CastleKnight Management LP | 16,230 | $3.29M | 0.56% | +3,880+31.4% | Added |
| Arlington Financial Advisors, LLC | 16,232 | $3.29M | 1.17% | −83−0.5% | Reduced |
| Shelton Capital Management | 16,401 | $3.33M | 0.12% | −2,900−15.0% | Reduced |
| Stansberry Asset Management, LLC | 16,456 | $3.34M | 0.58% | +2,558+18.4% | Added |
| Invst, LLC | 16,519 | $3.35M | 0.48% | +173+1.1% | Added |
| Univest Financial Corp | 16,532 | $3.35M | 1.12% | −1,152−6.5% | Reduced |
| David J Yvars Group | 16,600 | $3.37M | 2.81% | +195+1.2% | Added |
| Crestline Management, LP | 16,633 | $3.37M | 0.40% | +6,392+62.4% | Added |
| YHB Investment Advisors, Inc. | 16,652 | $3.38M | 0.31% | +1,345+8.8% | Added |
| Canandaigua National Bank & Trust Co | 16,652 | $3.38M | 0.55% | +1,602+10.6% | Added |
| Capital Wealth Planning, LLC | 16,672 | $3.38M | 0.04% | −3,626−17.9% | Reduced |
| Cohen Lawrence B | 16,777 | $3.40M | 2.30% | −295−1.7% | Reduced |
| CAPROCK Group, Inc. | 16,822 | $3.41M | 0.26% | +1,321+8.5% | Added |
| Redwood Investments, LLC | 16,835 | $3.41M | 0.46% | −150−0.9% | Reduced |
| Sowell Financial Services LLC | 16,859 | $3.42M | 0.21% | −136−0.8% | Reduced |
| Qsemble Capital Management, LP | 16,900 | $3.43M | 0.64% | +16,900 | New |
| Hills Bank & Trust Co | 16,909 | $3.43M | 0.40% | +157+0.9% | Added |
| Signaturefd, LLC | 16,947 | $3.44M | 0.09% | +662+4.1% | Added |
| Venture Visionary Partners LLC | 17,153 | $3.48M | 0.21% | −1,275−6.9% | Reduced |
| KMG Fiduciary Partners, LLC | 17,172 | $3.48M | 0.46% | +381+2.3% | Added |
| Vickerman Investment Advisors, Inc. | 17,211 | $3.49M | 1.42% | −500−2.8% | Reduced |
| IPG Investment Advisors LLC | 17,229 | $3.49M | 0.77% | +8,383+94.8% | Added |
| Bank of Nova Scotia Trust Co | 17,413 | $3.53M | 0.42% | −1,810−9.4% | Reduced |
| Pitcairn Co | 17,524 | $3.55M | 0.30% | +817+4.9% | Added |
| Sendero Wealth Management, LLC | 17,564 | $3.56M | 0.76% | −719−3.9% | Reduced |
| Cornerstone Wealth Group, LLC | 17,673 | $3.58M | 0.64% | +17,673 | New |
| Sepio Capital, LP | 17,725 | $3.59M | 0.31% | +850+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,808 | $3.61M | 0.24% | +1,223+7.4% | Added |
| Prentiss Smith & Co Inc | 17,818 | $3.61M | 2.66% | −421−2.3% | Reduced |
| Cabot Wealth Management Inc | 17,880 | $3.63M | 0.56% | −337−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 17,882 | $3.63M | 1.09% | +105+0.6% | Added |
| Park Avenue Securities LLC | 17,898 | $3.63M | 0.06% | −975−5.2% | Reduced |
| Woodmont Investment Counsel LLC | 17,957 | $3.64M | 0.39% | −362−2.0% | Reduced |
| South State Corp. | 17,966 | $3.64M | 0.35% | −278−1.5% | Reduced |
| Timber Creek Capital Management LLC | 18,109 | $3.67M | 1.33% | −7,075−28.1% | Reduced |
| SeaBridge Investment Advisors LLC | 18,143 | $3.68M | 1.21% | +319+1.8% | Added |
| WealthShield Partners, LLC | 18,256 | $3.70M | 0.56% | +4,246+30.3% | Added |
| Intech Investment Management LLC | 18,274 | $3.71M | 0.05% | −8,319−31.3% | Reduced |
| SFMG, LLC | 18,306 | $3.71M | 0.38% | +1,171+6.8% | Added |
| Trust Co of Kansas | 18,375 | $3.73M | 2.38% | +33+0.2% | Added |
| Bokf, NA | 18,617 | $3.74M | 0.08% | +268+1.5% | Added |
| Benson Investment Management Company, Inc. | 18,526 | $3.76M | 2.11% | +18,526 | New |
| Meridian Wealth Advisors, LLC | 18,541 | $3.76M | 0.94% | +143+0.8% | Added |
| Veriti Management LLC | 18,572 | $3.77M | 0.43% | +1,263+7.3% | Added |
| Bray Capital Advisors | 18,636 | $3.78M | 1.15% | −480−2.5% | Reduced |
| Westpac Banking Corp | 18,702 | $3.79M | 0.28% | +4,832+34.8% | Added |
| Argent Trust Co | 18,775 | $3.81M | 0.21% | +773+4.3% | Added |
| First Interstate Bank | 18,789 | $3.81M | 0.33% | −226−1.2% | Reduced |
| Colony Group LLC | 18,806 | $3.81M | 0.06% | −2,597−12.1% | Reduced |
| Caldwell Trust Co | 18,844 | $3.82M | 0.52% | −673−3.4% | Reduced |
| Kerrisdale Advisers, LLC | 18,943 | $3.84M | 1.22% | +18,943 | New |
| Wolverine Asset Management LLC | 19,020 | $3.86M | 0.07% | +19,020 | New |
| Oak Associates, Ltd | 19,110 | $3.88M | 0.32% | +60.0% | Added |
| Bouvel Investment Partners, LLC | 19,126 | $3.88M | 2.10% | +222+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 19,228 | $3.90M | 0.87% | +2,479+14.8% | Added |
| Phoenix Holdings Ltd. | 19,273 | $3.91M | 0.07% | +6,329+48.9% | Added |
| Parsons Capital Management Inc | 19,394 | $3.93M | 0.31% | −638−3.2% | Reduced |
| Harbor Capital Advisors, Inc. | 19,411 | $3.94M | 0.85% | −847−4.2% | Reduced |
| Boston Private Wealth LLC | 19,497 | $3.95M | 0.09% | −1,528−7.3% | Reduced |
| CMT Capital Markets Trading GmbH | 19,503 | $3.96M | 2.25% | +19,503 | New |
| Chemung Canal Trust Co | 19,797 | $4.01M | 0.92% | +1,788+9.9% | Added |
| Edmond de Rothschild Holding S.A. | 19,812 | $4.02M | 0.08% | −1,717−8.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,840 | $4.02M | 0.88% | +570+3.0% | Added |
| FRG Family Wealth Advisors LLC | 19,934 | $4.04M | 0.91% | +309+1.6% | Added |
| EP Wealth Advisors, LLC | 19,968 | $4.05M | 0.06% | −1,025,458−98.1% | Reduced |
| Moody National Bank Trust Division | 19,987 | $4.05M | 0.26% | +1,869+10.3% | Added |
| Bailard, Inc. | 20,100 | $4.08M | 0.14% | +3,438+20.6% | Added |
| Xcel Wealth Management, LLC | 20,114 | $4.08M | 1.61% | −7,589−27.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.08M | 2.66% | 00.0% | Unchanged |