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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 20,144 | $4.08M | 0.26% | +1,036+5.4% | Added |
| Snowden Capital Advisors LLC | 20,171 | $4.09M | 0.17% | −5,141−20.3% | Reduced |
| Lincoln National Corp | 20,325 | $4.12M | 0.08% | −220−1.1% | Reduced |
| Zions Bancorporation, N.A. | 20,385 | $4.13M | 0.36% | +911+4.7% | Added |
| Sawyer & Company, Inc | 20,434 | $4.14M | 1.93% | −86−0.4% | Reduced |
| Petredis Investment Advisors LLC | 20,438 | $4.14M | 0.59% | +77+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 20,595 | $4.18M | 0.11% | +5,768+38.9% | Added |
| Bridge Creek Capital Management LLC | 20,638 | $4.18M | 1.59% | −15−0.1% | Reduced |
| Garde Capital, Inc. | 20,646 | $4.19M | 0.36% | −471−2.2% | Reduced |
| Icon Wealth Partners, LLC | 20,651 | $4.19M | 0.48% | −187−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 20,676 | $4.19M | 0.08% | +268+1.3% | Added |
| HBW Advisory Services LLC | 20,762 | $4.21M | 0.88% | −3,147−13.2% | Reduced |
| Vestcor Inc | 20,764 | $4.21M | 0.15% | −2,392−10.3% | Reduced |
| Financial Enhancement Group LLC | 20,217 | $4.22M | 0.81% | +540+2.7% | Added |
| Integrated Wealth Concepts LLC | 20,792 | $4.22M | 0.07% | +58+0.3% | Added |
| Once Capital Management, LLC | 20,800 | $4.22M | 4.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 20,872 | $4.23M | 1.95% | +70+0.3% | Added |
| Siemens Fonds Invest GmbH | 20,896 | $4.24M | 0.43% | −238−1.1% | Reduced |
| Trifecta Capital Advisors, LLC | 20,981 | $4.25M | 1.37% | +734+3.6% | Added |
| Echo Street Capital Management LLC | 20,985 | $4.26M | 0.04% | +14,838+241.4% | Added |
| Miracle Mile Advisors, LLC | 21,000 | $4.26M | 0.13% | −475−2.2% | Reduced |
| Meridian Wealth Management, LLC | 21,036 | $4.27M | 0.26% | +528+2.6% | Added |
| KCM Investment Advisors LLC | 21,039 | $4.27M | 0.18% | −3,500−14.3% | Reduced |
| RB Capital Management, LLC | 21,105 | $4.28M | 1.39% | +46+0.2% | Added |
| Thoroughbred Financial Services, LLC | 21,194 | $4.30M | 0.42% | +2,443+13.0% | Added |
| DFPG Investments, LLC | 20,530 | $4.31M | 0.40% | +1,189+6.1% | Added |
| Brown Brothers Harriman & Co | 21,320 | $4.32M | 0.04% | +240+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 21,393 | $4.34M | 0.71% | −17,128−44.5% | Reduced |
| Independent Financial Group, LLC | 21,515 | $4.36M | 0.28% | +576+2.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,582 | $4.38M | 2.35% | −2,583−10.7% | Reduced |
| Hyman Charles D | 21,609 | $4.38M | 0.28% | −450−2.0% | Reduced |
| Checchi Capital Advisers, LLC | 21,630 | $4.39M | 0.41% | −175−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,676 | $4.40M | 0.38% | −470−2.1% | Reduced |
| Plimoth Trust Co LLC | 21,680 | $4.40M | 1.38% | −1,250−5.5% | Reduced |
| AIA Group Ltd | 21,742 | $4.41M | 0.22% | +12,354+131.6% | Added |
| Roanoke Asset Management Corp | 21,760 | $4.41M | 1.81% | −55−0.3% | Reduced |
| Pearl River Capital, LLC | 21,796 | $4.42M | 0.69% | +21,796 | New |
| Elite Wealth Management, Inc. | 21,869 | $4.43M | 1.43% | +54+0.2% | Added |
| Stoneridge Investment Partners LLC | 21,897 | $4.44M | 2.10% | −799−3.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 22,032 | $4.47M | 0.14% | +1,923+9.6% | Added |
| M. Kulyk & Associates, LLC | 22,045 | $4.47M | 1.24% | +593+2.8% | Added |
| D L Carlson Investment Group Inc | 22,096 | $4.48M | 0.90% | −103−0.5% | Reduced |
| St Germain D J Co Inc | 22,110 | $4.48M | 0.25% | +900+4.2% | Added |
| Golden State Equity Partners | 22,165 | $4.49M | 1.25% | +166+0.8% | Added |
| Strategic Blueprint, LLC | 22,229 | $4.51M | 0.42% | +6,017+37.1% | Added |
| Iowa State Bank | 22,363 | $4.53M | 1.18% | −1,237−5.2% | Reduced |
| Boston Financial Mangement LLC | 22,431 | $4.55M | 0.17% | −1,024−4.4% | Reduced |
| Vision Capital Management, Inc. | 22,608 | $4.58M | 0.84% | +1,823+8.8% | Added |
| Private Asset Management Inc | 23,042 | $4.67M | 1.10% | −8,538−27.0% | Reduced |
| Van Strum & Towne Inc. | 23,164 | $4.70M | 1.98% | −115−0.5% | Reduced |
| Jag Capital Management, LLC | 23,209 | $4.71M | 0.57% | −64,491−73.5% | Reduced |
| Meridian Management Co | 23,296 | $4.72M | 1.54% | −134−0.6% | Reduced |
| Caxton Associates LP | 23,500 | $4.77M | 0.67% | +23,500 | New |
| Zacks Investment Management | 23,706 | $4.81M | 0.06% | +1,695+7.7% | Added |
| Progressive Investment Management Corp | 23,737 | $4.81M | 1.56% | +102+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 23,912 | $4.85M | 0.51% | +2,258+10.4% | Added |
| De Burlo Group Inc | 23,979 | $4.86M | 0.84% | −550−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 24,064 | $4.88M | 0.20% | −3,676−13.3% | Reduced |
| Dillon & Associates Inc | 24,134 | $4.90M | 0.94% | +3,191+15.2% | Added |
| First Nebraska Trust Co | 24,297 | $4.93M | 0.61% | +760+3.2% | Added |
| Cohen Capital Management, Inc. | 24,359 | $4.94M | 1.01% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 24,440 | $4.96M | 2.20% | −7,487−23.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,451 | $4.96M | 0.50% | +11,586+90.1% | Added |
| Twin Capital Management Inc | 24,659 | $5.00M | 0.72% | −1,889−7.1% | Reduced |
| Central Trust Co | 24,715 | $5.01M | 0.14% | +616+2.6% | Added |
| Gilder Gagnon Howe & Co LLC | 24,719 | $5.01M | 0.08% | +181+0.7% | Added |
| Kornitzer Capital Management Inc | 24,755 | $5.02M | 0.10% | +2,826+12.9% | Added |
| Fundamentun, LLC | 24,767 | $5.02M | 0.75% | +2,882+13.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 24,772 | $5.02M | 0.41% | +350+1.4% | Added |
| SP Asset Management LLC | 25,158 | $5.10M | 0.57% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 71,454 | $5.12M | 0.23% | −585−0.8% | Reduced |
| Marietta Wealth Management, LLC | 25,420 | $5.15M | 1.02% | −371−1.4% | Reduced |
| Chartwell Investment Partners, LLC | 25,479 | $5.17M | 0.20% | +6,118+31.6% | Added |
| Empowered Funds, LLC | 25,532 | $5.18M | 0.15% | +6,310+32.8% | Added |
| Fragasso Group Inc. | 25,599 | $5.19M | 0.55% | −718−2.7% | Reduced |
| Johnson Investment Counsel Inc | 25,765 | $5.22M | 0.07% | −1,296−4.8% | Reduced |
| Premier Fund Managers Ltd | 25,720 | $5.23M | 0.25% | −15,370−37.4% | Reduced |
| Peloton Wealth Strategists | 25,875 | $5.25M | 2.42% | −680−2.6% | Reduced |
| MAI Capital Management | 25,952 | $5.26M | 0.08% | −342−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 25,969 | $5.27M | 0.11% | +3,209+14.1% | Added |
| Webster Bank, N. A. | 25,990 | $5.27M | 0.71% | −438−1.7% | Reduced |
| LGT Group Foundation | 26,070 | $5.31M | 0.13% | +2,249+9.4% | Added |
| Wolverine Trading, LLC | 26,212 | $5.32M | 0.05% | −59−0.2% | Reduced |
| Codex Capital, L.L.C. | 26,300 | $5.33M | 3.44% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 26,324 | $5.34M | 4.96% | +370+1.4% | Added |
| National Asset Management, Inc. | 26,343 | $5.34M | 0.14% | −5,390−17.0% | Reduced |
| United Services Automobile Association | 26,459 | $5.37M | 0.14% | +3,460+15.0% | Added |
| Dynamic Advisor Solutions LLC | 26,491 | $5.37M | 0.25% | +5,288+24.9% | Added |
| Blue Zone Wealth Advisors, LLC | 26,501 | $5.37M | 2.36% | −55−0.2% | Reduced |
| Arrow Financial Corp | 26,610 | $5.40M | 0.63% | −283−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,727 | $5.42M | 0.76% | −1,869−6.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,960 | $5.47M | 0.29% | −2,593−8.8% | Reduced |
| Wetherby Asset Management Inc | 26,989 | $5.47M | 0.31% | −1,884−6.5% | Reduced |
| Selkirk Management LLC | 27,000 | $5.48M | 4.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 27,152 | $5.51M | 0.10% | +1,468+5.7% | Added |
| Beese Fulmer Investment Management, Inc. | 27,166 | $5.51M | 0.62% | +1,149+4.4% | Added |
| First Horizon Advisors, Inc. | 27,206 | $5.52M | 0.20% | −2,028−6.9% | Reduced |
| Y.D. More Investments Ltd | 27,215 | $5.52M | 1.13% | +7,370+37.1% | Added |
| Hillman Capital Management, Inc. | 27,215 | $5.52M | 2.12% | −1,120−4.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,239 | $5.52M | 3.07% | −72−0.3% | Reduced |