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 |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 27,275 | $5.53M | 5.77% | −188−0.7% | Reduced |
| Bank Hapoalim BM | 27,322 | $5.54M | 0.90% | −2,260−7.6% | Reduced |
| Brighton Jones LLC | 27,562 | $5.59M | 0.28% | −282−1.0% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $5.60M | 1.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 27,637 | $5.60M | 0.28% | +988+3.7% | Added |
| SG Americas Securities, LLC | 27,646 | $5.61M | 0.07% | −104,823−79.1% | Reduced |
| Burney Co | 27,652 | $5.61M | 0.26% | −10,514−27.5% | Reduced |
| Evergreen Capital Management LLC | 27,706 | $5.62M | 0.25% | −3,107−10.1% | Reduced |
| McRae Capital Management Inc | 27,707 | $5.62M | 1.66% | +390+1.4% | Added |
| Bessemer Group Inc | 27,766 | $5.63M | 0.01% | −4,326−13.5% | Reduced |
| Strategic Advisors LLC | 27,931 | $5.66M | 1.12% | +658+2.4% | Added |
| AXS Investments LLC | 28,037 | $5.69M | 1.47% | +1,064+3.9% | Added |
| Summit Trail Advisors, LLC | 28,046 | $5.69M | 0.21% | −1,213−4.1% | Reduced |
| Vestor Capital, LLC | 28,131 | $5.70M | 0.62% | +27,084+2,586.8% | Added |
| Stelac Advisory Services LLC | 28,158 | $5.71M | 3.12% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 28,186 | $5.72M | 0.38% | −530−1.8% | Reduced |
| Everence Capital Management Inc | 28,280 | $5.74M | 0.45% | +1,580+5.9% | Added |
| Cohen Klingenstein LLC | 28,300 | $5.74M | 0.26% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 28,354 | $5.75M | 0.80% | −318−1.1% | Reduced |
| Simmons Bank | 28,375 | $5.75M | 0.51% | −120.0% | Reduced |
| Gifford Fong Associates | 28,586 | $5.80M | 1.39% | 00.0% | Unchanged |
| Spinnaker Trust | 28,653 | $5.81M | 0.44% | −2,369−7.6% | Reduced |
| Girard Partners Ltd. | 28,671 | $5.81M | 0.66% | −3,371−10.5% | Reduced |
| Bleakley Financial Group, LLC | 28,722 | $5.82M | 0.21% | −1,130−3.8% | Reduced |
| Polar Asset Management Partners Inc. | 28,800 | $5.84M | 0.14% | −131,200−82.0% | Reduced |
| Vinva Investment Management Ltd | 28,744 | $5.84M | 0.56% | −674−2.3% | Reduced |
| Sigma Planning Corp | 29,167 | $5.91M | 0.22% | −3,560−10.9% | Reduced |
| Barrier Capital Management, LLC | 29,266 | $5.93M | 7.21% | +1,483+5.3% | Added |
| RPG Investment Advisory, LLC | 29,329 | $5.95M | 1.09% | −8,037−21.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29,452 | $5.97M | 0.32% | +3,137+11.9% | Added |
| Procyon Private Wealth Partners, LLC | 29,481 | $5.98M | 0.61% | +12,371+72.3% | Added |
| Massmutual Trust Co FSB | 29,775 | $6.04M | 0.22% | +655+2.2% | Added |
| Sawtooth Solutions, LLC | 30,070 | $6.10M | 0.20% | −1,274−4.1% | Reduced |
| Independent Advisor Alliance | 30,109 | $6.11M | 0.28% | −120−0.4% | Reduced |
| Ceera Investments, LLC | 30,203 | $6.12M | 3.33% | −200−0.7% | Reduced |
| Shufro Rose & Co LLC | 30,298 | $6.14M | 0.58% | −70.0% | Reduced |
| Highland Capital Management, LLC | 30,516 | $6.19M | 0.43% | −148−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,744 | $6.23M | 0.17% | −139−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 31,070 | $6.30M | 0.69% | +10,735+52.8% | Added |
| Lighthouse Investment Partners, LLC | 31,080 | $6.30M | 0.37% | +13,552+77.3% | Added |
| Zweig-DiMenna Associates LLC | 31,275 | $6.34M | 0.76% | +15,550+98.9% | Added |
| Pinnacle Associates Ltd | 31,458 | $6.38M | 0.12% | −626−2.0% | Reduced |
| Arkadios Wealth Advisors | 31,580 | $6.40M | 0.61% | +5,281+20.1% | Added |
| Westwood Management Corp | 31,641 | $6.42M | 0.92% | −700−2.2% | Reduced |
| Novare Capital Management LLC | 31,654 | $6.42M | 0.72% | +71+0.2% | Added |
| Keybank National Association | 31,898 | $6.47M | 0.03% | −1,856−5.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,900 | $6.47M | 1.88% | +5,500+20.8% | Added |
| Selective Wealth Management, Inc. | 32,111 | $6.48M | 3.56% | −2,416−7.0% | Reduced |
| Power Corp of Canada | 32,126 | $6.51M | 0.41% | 00.0% | Unchanged |
| Thames Capital Management LLC | 32,352 | $6.56M | 3.75% | −13,934−30.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 32,572 | $6.60M | 2.28% | +1,406+4.5% | Added |
| HRT Financial LP | 32,690 | $6.63M | 0.07% | −3,965−10.8% | Reduced |
| Greenland Capital Management LP | 32,738 | $6.64M | 0.79% | −18,329−35.9% | Reduced |
| Nemes Rush Group LLC | 32,926 | $6.68M | 1.21% | +1,209+3.8% | Added |
| Avantax Advisory Services, Inc. | 32,931 | $6.68M | 0.07% | +966+3.0% | Added |
| Portside Wealth Group, LLC | 32,953 | $6.68M | 1.26% | +267+0.8% | Added |
| Level Four Advisory Services, LLC | 32,972 | $6.69M | 0.43% | +32,972 | New |
| Stratos Wealth Advisors, LLC | 33,001 | $6.69M | 0.44% | +5,072+18.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,025 | $6.70M | 1.00% | −31−0.1% | Reduced |
| FDx Advisors, Inc. | 33,069 | $6.71M | 0.56% | −21,214−39.1% | Reduced |
| Empirical Finance, LLC | 33,272 | $6.75M | 0.50% | +3,469+11.6% | Added |
| Granite Bay Wealth Management, LLC | 31,731 | $6.86M | 0.07% | +31,731 | New |
| Philadelphia Trust Co | 33,869 | $6.87M | 0.71% | −5,967−15.0% | Reduced |
| Grassi Investment Management | 33,913 | $6.88M | 0.79% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 34,474 | $6.99M | 0.27% | +5,327+18.3% | Added |
| Great Lakes Advisors, LLC | 34,837 | $7.06M | 0.06% | +850+2.5% | Added |
| Meyer Handelman Co | 34,960 | $7.09M | 0.29% | +1,500+4.5% | Added |
| Marks Group Wealth Management, Inc | 34,963 | $7.09M | 0.88% | −395−1.1% | Reduced |
| Advisor Partners II, LLC | 35,117 | $7.12M | 0.29% | +1,865+5.6% | Added |
| Commerce Bank | 35,197 | $7.14M | 0.06% | +2,140+6.5% | Added |
| Quattro Financial Advisors LLC | 35,500 | $7.20M | 3.14% | +14,649+70.3% | Added |
| Forbes J M & Co LLP | 35,574 | $7.21M | 0.94% | +269+0.8% | Added |
| Pallas Capital Advisors LLC | 36,230 | $7.22M | 0.44% | +9,393+35.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,620 | $7.22M | 0.56% | +476+1.4% | Added |
| Eagle Asset Management Inc | 35,669 | $7.23M | 0.04% | +23,800+200.5% | Added |
| Andra AP-fonden | 35,798 | $7.26M | 0.43% | +14,200+65.7% | Added |
| Beacon Investment Advisory Services, Inc. | 35,824 | $7.26M | 0.36% | −16,549−31.6% | Reduced |
| Cullinan Associates Inc | 35,857 | $7.27M | 0.42% | −2,600−6.8% | Reduced |
| Moors & Cabot, Inc. | 35,864 | $7.27M | 0.49% | −688−1.9% | Reduced |
| Trust Co of Vermont | 35,915 | $7.28M | 0.49% | +379+1.1% | Added |
| Stratos Wealth Partners, LTD. | 35,960 | $7.29M | 0.16% | +4,313+13.6% | Added |
| Sandler Capital Management | 36,300 | $7.36M | 1.24% | +36,300 | New |
| First National Trust Co | 36,359 | $7.37M | 0.35% | +178+0.5% | Added |
| Essex Investment Management Co LLC | 36,460 | $7.39M | 1.21% | −1,168−3.1% | Reduced |
| Profund Advisors LLC | 36,828 | $7.47M | 0.41% | −2,724−6.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 36,930 | $7.49M | 2.06% | +18,390+99.2% | Added |
| Oppenheimer & Co Inc | 37,002 | $7.50M | 0.15% | +3,367+10.0% | Added |
| Means Investment Co., Inc. | 37,058 | $7.51M | 1.23% | −562−1.5% | Reduced |
| Spire Wealth Management | 37,078 | $7.52M | 0.29% | −12,809−25.7% | Reduced |
| Prospera Financial Services Inc | 37,239 | $7.55M | 0.29% | +328+0.9% | Added |
| Bridgeway Capital Management, LLC | 37,280 | $7.56M | 0.18% | −600−1.6% | Reduced |
| L & S Advisors Inc | 37,304 | $7.56M | 1.09% | +276+0.7% | Added |
| Channing Capital Management, LLC | 37,830 | $7.67M | 0.25% | −61−0.2% | Reduced |
| Lido Advisors, LLC | 37,854 | $7.68M | 0.09% | −29,775−44.0% | Reduced |
| Kinneret Advisory, LLC | 38,229 | $7.75M | 0.96% | −23−0.1% | Reduced |
| Brookstone Capital Management | 37,283 | $7.77M | 0.17% | −3,720−9.1% | Reduced |
| Leonteq Securities AG | 38,486 | $7.80M | 0.82% | +16,748+77.0% | Added |
| Fiduciary Trust Co | 38,730 | $7.85M | 0.14% | +502+1.3% | Added |
| Osborne Partners Capital Management, LLC | 39,268 | $7.96M | 0.59% | +941+2.5% | Added |
| Sand Hill Global Advisors, LLC | 39,274 | $7.96M | 0.44% | −795−2.0% | Reduced |