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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 39,515 | $8.01M | 0.35% | −4,666−10.6% | Reduced |
| Bogart Wealth, LLC | 39,741 | $8.06M | 0.50% | +880+2.3% | Added |
| Lockheed Martin Investment Management Co | 43,110 | $8.06M | 0.62% | +1,310+3.1% | Added |
| La Financiere de L'Echiquier | 40,000 | $8.11M | 0.42% | +40,000 | New |
| Stonebridge Capital Advisors LLC | 40,017 | $8.11M | 0.89% | +278+0.7% | Added |
| Exchange Traded Concepts, LLC | 40,109 | $8.13M | 0.23% | −1,681−4.0% | Reduced |
| Metropolitan Life Insurance Co | 40,299 | $8.17M | 0.42% | −2,367−5.5% | Reduced |
| Acadian Asset Management LLC | 40,526 | $8.21M | 0.03% | +4,589+12.8% | Added |
| Sandy Spring Bank | 40,557 | $8.22M | 0.46% | −1,900−4.5% | Reduced |
| Laurion Capital Management LP | 40,694 | $8.25M | 0.22% | +40,294+10,073.5% | Added |
| Knights of Columbus Asset Advisors LLC | 41,110 | $8.34M | 0.76% | +13,934+51.3% | Added |
| Neville Rodie & Shaw Inc | 41,204 | $8.36M | 0.75% | −559−1.3% | Reduced |
| Bryn Mawr Trust Co | 41,486 | $8.41M | 0.37% | +132+0.3% | Added |
| Virtu Financial LLC | 41,598 | $8.44M | 0.84% | +31,246+301.8% | Added |
| CFM Wealth Partners LLC | 41,771 | $8.47M | 2.22% | −54−0.1% | Reduced |
| CWM, LLC | 41,984 | $8.51M | 0.05% | −66,549−61.3% | Reduced |
| Quantinno Capital Management LP | 42,011 | $8.52M | 0.39% | +5,383+14.7% | Added |
| Group One Trading, L.P. | 42,301 | $8.58M | 0.34% | −4,936−10.4% | Reduced |
| Motco | 42,578 | $8.63M | 0.59% | −1,064−2.4% | Reduced |
| Raymond James Trust N.A. | 42,709 | $8.66M | 0.26% | +13,513+46.3% | Added |
| Bradley Foster & Sargent Inc | 41,175 | $8.70M | 0.18% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 43,000 | $8.72M | 0.14% | +34,000+377.8% | Added |
| Illinois Municipal Retirement Fund | 43,206 | $8.76M | 0.16% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 43,241 | $8.77M | 1.13% | −433−1.0% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $8.83M | 4.81% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 43,656 | $8.85M | 0.04% | +43,656 | New |
| Adell Harriman & Carpenter Inc | 43,804 | $8.88M | 0.92% | +412+0.9% | Added |
| Shell Asset Management Co | 44,210 | $8.96M | 0.37% | +16,927+62.0% | Added |
| Verition Fund Management LLC | 44,235 | $8.97M | 0.12% | +11,548+35.3% | Added |
| Moreno Evelyn V | 44,312 | $8.99M | 1.96% | +1,370+3.2% | Added |
| BWCP, LP | 44,495 | $9.02M | 3.24% | −11,716−20.8% | Reduced |
| Roffman Miller Associates Inc | 44,780 | $9.08M | 0.72% | −8,696−16.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,837 | $9.09M | 0.32% | −670−1.5% | Reduced |
| Holocene Advisors, LP | 44,914 | $9.11M | 0.04% | +44,914 | New |
| GDS Wealth Management | 44,931 | $9.11M | 1.43% | +2,843+6.8% | Added |
| E. Ohman J:or Asset Management AB | 45,350 | $9.20M | 0.35% | −400−0.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 45,955 | $9.32M | 3.17% | +33+0.1% | Added |
| Advisory Services Network, LLC | 46,119 | $9.35M | 0.25% | +4,235+10.1% | Added |
| Kemnay Advisory Services Inc. | 46,188 | $9.37M | 2.80% | +4,596+11.1% | Added |
| Exchange Capital Management, Inc. | 46,500 | $9.43M | 1.78% | −841−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 47,323 | $9.60M | 0.30% | +10,336+27.9% | Added |
| Banque Cantonale Vaudoise | 47,407 | $9.61M | 0.48% | −2,728−5.4% | Reduced |
| Rothschild Investment Corp | 47,480 | $9.63M | 0.81% | +28+0.1% | Added |
| Metis Global Partners, LLC | 47,664 | $9.67M | 0.47% | +5,925+14.2% | Added |
| CMH Wealth Management LLC | 47,751 | $9.68M | 2.71% | +1,296+2.8% | Added |
| Equitable Trust Co | 47,845 | $9.70M | 0.80% | +1,830+4.0% | Added |
| Edge Wealth Management LLC | 47,991 | $9.73M | 2.27% | −315−0.7% | Reduced |
| GWM Advisors LLC | 48,058 | $9.75M | 0.11% | +8,188+20.5% | Added |
| Soros Capital Management LLC | 49,000 | $9.94M | 4.98% | +49,000 | New |
| Edentree Asset Management Ltd | 49,440 | $10.0M | 3.93% | −2,000−3.9% | Reduced |
| Northstar Asset Management Inc | 49,510 | $10.0M | 3.21% | −80−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 49,534 | $10.0M | 1.53% | +1,047+2.2% | Added |
| Mill Capital Management, LLC | 49,715 | $10.1M | 0.99% | +60+0.1% | Added |
| Chesley Taft & Associates LLC | 49,889 | $10.1M | 0.66% | −393−0.8% | Reduced |
| Cetera Investment Advisers | 49,985 | $10.1M | 0.09% | +470+0.9% | Added |
| Foster Victor Wealth Advisors, LLC | 49,262 | $10.2M | 1.19% | −422−0.8% | Reduced |
| Abbrea Capital, LLC | 50,403 | $10.2M | 1.63% | +91+0.2% | Added |
| Prudential PLC | 50,411 | $10.2M | 0.12% | +5,111+11.3% | Added |
| New Mexico Educational Retirement Board | 50,986 | $10.3M | 0.44% | +2,400+4.9% | Added |
| Cornerstone Capital, Inc. | 51,089 | $10.4M | 1.25% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 50,451 | $10.4M | 4.18% | −15,688−23.7% | Reduced |
| One Capital Management, LLC | 51,522 | $10.4M | 0.46% | +819+1.6% | Added |
| Norinchukin Bank, The | 51,809 | $10.5M | 0.25% | −35,102−40.4% | Reduced |
| Annex Advisory Services, LLC | 51,829 | $10.5M | 0.64% | −4,959−8.7% | Reduced |
| Trexquant Investment LP | 52,013 | $10.5M | 0.26% | +52,013 | New |
| Strategic Wealth Designers | 52,234 | $10.6M | 1.92% | +5,059+10.7% | Added |
| Marco Investment Management LLC | 52,417 | $10.6M | 1.22% | +217+0.4% | Added |
| Capstone Investment Advisors, LLC | 53,818 | $10.9M | 0.29% | +53,607+25,406.2% | Added |
| Jasper Ridge Partners, L.P. | 54,174 | $11.0M | 0.52% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 54,300 | $11.0M | 0.26% | −1,649−2.9% | Reduced |
| D.A. Davidson & Co. | 54,732 | $11.1M | 0.12% | +4,258+8.4% | Added |
| Synovus Financial Corp | 54,785 | $11.1M | 0.13% | +1,020+1.9% | Added |
| Jones Financial Companies LLLP | 55,069 | $11.2M | 0.02% | −3,333−5.7% | Reduced |
| Light Street Capital Management, LLC | 55,555 | $11.3M | 3.32% | −42,940−43.6% | Reduced |
| Engineers Gate Manager LP | 55,580 | $11.3M | 0.42% | +46,204+492.8% | Added |
| Talbot Financial, LLC | 56,266 | $11.4M | 1.99% | +812+1.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 56,575 | $11.5M | 1.50% | −1,600−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 56,589 | $11.5M | 0.57% | +34,443+155.5% | Added |
| Tudor Investment Corp Et Al | 56,654 | $11.5M | 0.17% | −100,737−64.0% | Reduced |
| Nomura Holdings Inc | 56,716 | $11.5M | 0.12% | +233+0.4% | Added |
| Cornerstone Advisors, LLC | 56,900 | $11.5M | 0.54% | −8,000−12.3% | Reduced |
| Artemis Investment Management LLP | 57,378 | $11.6M | 0.16% | −18,991−24.9% | Reduced |
| Sycomore Asset Management | 56,426 | $11.6M | 2.98% | −47,632−45.8% | Reduced |
| Interval Partners, LP | 57,500 | $11.7M | 0.48% | +49,500+618.8% | Added |
| Amica Mutual Insurance Co | 57,857 | $11.7M | 1.38% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 58,000 | $11.8M | 0.30% | +58,000 | New |
| O'Shaughnessy Asset Management, LLC | 58,244 | $11.8M | 0.18% | +12,882+28.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 58,442 | $11.9M | 0.41% | +486+0.8% | Added |
| CTC LLC | 58,583 | $11.9M | 0.53% | +2,557+4.6% | Added |
| WoodTrust Financial Corp | 58,868 | $11.9M | 2.28% | −719−1.2% | Reduced |
| Flputnam Investment Management Co | 59,402 | $12.0M | 0.33% | +1,807+3.1% | Added |
| Twin Tree Management, LP | 59,971 | $12.2M | 0.41% | +59,971 | New |
| Louisiana State Employees Retirement System | 60,300 | $12.2M | 0.28% | −300−0.5% | Reduced |
| Cidel Asset Management Inc | 60,783 | $12.3M | 0.62% | −12,911−17.5% | Reduced |
| Lyell Wealth Management, LP | 61,123 | $12.4M | 1.67% | −1,552−2.5% | Reduced |
| Mercer Global Advisors Inc | 61,523 | $12.5M | 0.05% | −6,760−9.9% | Reduced |
| Atria Wealth Solutions, Inc. | 61,741 | $12.5M | 0.18% | −1,987−3.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 62,570 | $12.7M | 1.10% | −155−0.2% | Reduced |
| Quest Investment Management LLC | 62,776 | $12.7M | 1.80% | +62,776 | New |
| Captrust Financial Advisors | 63,175 | $12.8M | 0.05% | +5,023+8.6% | Added |