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 |
|---|---|---|---|---|---|
| Mizuho Markets Americas LLC | 63,183 | $12.8M | 0.48% | +63,183 | New |
| Perigon Wealth Management, LLC | 63,433 | $12.9M | 0.52% | −4,936−7.2% | Reduced |
| TD Waterhouse Canada Inc. | 59,766 | $13.1M | 0.14% | −10,226−14.6% | Reduced |
| Bayesian Capital Management, LP | 64,500 | $13.1M | 1.49% | +10,900+20.3% | Added |
| Sit Investment Associates Inc | 64,803 | $13.1M | 0.36% | +435+0.7% | Added |
| Freestone Capital Holdings, LLC | 65,050 | $13.2M | 0.70% | +5,257+8.8% | Added |
| Beacon Pointe Advisors, LLC | 65,222 | $13.2M | 0.17% | +27,648+73.6% | Added |
| Middleton & Co Inc | 65,226 | $13.2M | 1.83% | −589−0.9% | Reduced |
| Payden & Rygel | 65,600 | $13.3M | 1.04% | +29,800+83.2% | Added |
| Payden & Rygel Investment Group | 65,600 | $13.3M | 1.04% | +65,600 | New |
| DuPont Capital Management Corp | 65,847 | $13.4M | 1.17% | +30,950+88.7% | Added |
| Pathstone Family Office, LLC | 66,260 | $13.4M | 0.10% | +21,952+49.5% | Added |
| Cullen/Frost Bankers, Inc. | 66,714 | $13.5M | 0.24% | −576−0.9% | Reduced |
| Private Advisor Group, LLC | 66,846 | $13.6M | 0.12% | +566+0.9% | Added |
| JustInvest LLC | 67,023 | $13.6M | 0.41% | +2,742+4.3% | Added |
| Parallel Advisors, LLC | 67,042 | $13.6M | 0.45% | +1,791+2.7% | Added |
| Assetmark, Inc | 67,893 | $13.8M | 0.06% | +20,351+42.8% | Added |
| Daymark Wealth Partners, LLC | 172,421 | $13.8M | 0.95% | +110,907+180.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $13.9M | 2.23% | 00.0% | Unchanged |
| Hartford Investment Management Co | 68,870 | $14.0M | 0.56% | −2,596−3.6% | Reduced |
| Trybe Capital Management LP | 68,871 | $14.0M | 7.80% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 69,810 | $14.2M | 0.70% | −143−0.2% | Reduced |
| Anchor Capital Advisors LLC | 69,882 | $14.2M | 0.40% | −2,574−3.6% | Reduced |
| Securian Asset Management, Inc | 69,895 | $14.2M | 0.42% | −9,976−12.5% | Reduced |
| Motley Fool Asset Management LLC | 70,124 | $14.2M | 1.14% | +253+0.4% | Added |
| Bridgecreek Investment Management, LLC | 70,195 | $14.2M | 2.91% | −2,500−3.4% | Reduced |
| Moran Wealth Management, LLC | 70,457 | $14.3M | 0.55% | +70,457 | New |
| Wealth Enhancement Advisory Services, LLC | 70,725 | $14.3M | 0.05% | +68,283+2,796.2% | Added |
| Kingsview Wealth Management, LLC | 71,410 | $14.5M | 0.52% | +8,426+13.4% | Added |
| Washington Trust Co | 71,767 | $14.6M | 0.64% | +4,832+7.2% | Added |
| Ethic Inc. | 72,139 | $14.6M | 0.51% | +8,480+13.3% | Added |
| Graham Capital Management, L.P. | 72,373 | $14.7M | 0.44% | +26,374+57.3% | Added |
| Yarbrough Capital, LLC | 72,522 | $14.7M | 0.86% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 72,837 | $14.8M | 0.96% | −18,912−20.6% | Reduced |
| Maryland State Retirement & Pension System | 72,908 | $14.8M | 0.34% | +596+0.8% | Added |
| Coronation Fund Managers Ltd. | 74,345 | $15.1M | 0.45% | −92,782−55.5% | Reduced |
| Tower Research Capital LLC (TRC) | 74,883 | $15.2M | 0.48% | +24,028+47.2% | Added |
| Oregon Public Employees Retirement Fund | 75,290 | $15.3M | 0.21% | −927−1.2% | Reduced |
| CCM Investment Advisers LLC | 75,577 | $15.3M | 2.11% | −1,052−1.4% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $15.4M | 3.47% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 76,531 | $15.5M | 0.27% | +76,531 | New |
| Old National Bancorp | 77,067 | $15.6M | 0.45% | +1,329+1.8% | Added |
| Commerzbank Aktiengesellschaft | 77,893 | $15.8M | 0.75% | +4,082+5.5% | Added |
| Prime Capital Investment Advisors, LLC | 79,027 | $16.0M | 0.33% | −989−1.2% | Reduced |
| ClariVest Asset Management LLC | 79,657 | $16.2M | 0.88% | −5,483−6.4% | Reduced |
| Kentucky Retirement Systems | 79,780 | $16.2M | 0.56% | +1,064+1.4% | Added |
| Capital International Ltd | 79,885 | $16.2M | 0.93% | −665−0.8% | Reduced |
| NewEdge Wealth, LLC | 80,253 | $16.3M | 0.52% | −8,166−9.2% | Reduced |
| Elo Mutual Pension Insurance Co | 81,520 | $16.5M | 0.51% | −660−0.8% | Reduced |
| Boston Common Asset Management, LLC | 82,630 | $16.8M | 0.40% | +55+0.1% | Added |
| Capital International Sarl | 82,968 | $16.8M | 0.77% | +4,128+5.2% | Added |
| Community Trust & Investment Co | 83,070 | $16.8M | 1.41% | +9,149+12.4% | Added |
| MMBG Investment Advisors Co. | 83,189 | $16.9M | 2.13% | −150−0.2% | Reduced |
| Pittenger & Anderson Inc | 84,387 | $17.1M | 0.86% | +245+0.3% | Added |
| Insight Holdings Group, LLC | 84,900 | $17.2M | 0.45% | +2,000+2.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $17.2M | 0.23% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 85,070 | $17.3M | 0.70% | −486−0.6% | Reduced |
| Tiaa Trust, National Association | 85,381 | $17.3M | 0.06% | +85,381 | New |
| Governors Lane LP | 85,503 | $17.3M | 3.34% | −7,600−8.2% | Reduced |
| Ithaka Group LLC | 85,855 | $17.4M | 4.01% | −3,830−4.3% | Reduced |
| Summit Global Investments | 86,155 | $17.5M | 1.16% | +84,723+5,916.4% | Added |
| Optiver Holding B.V. | 86,815 | $17.6M | 0.50% | +86,815 | New |
| Front Barnett Associates LLC | 87,598 | $17.8M | 2.13% | −2,500−2.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 88,107 | $17.9M | 0.39% | −261−0.3% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 88,300 | $17.9M | 1.53% | +21,300+31.8% | Added |
| British Columbia Investment Management Corp | 88,628 | $18.0M | 0.17% | −1,737−1.9% | Reduced |
| Cambridge Trust Co | 88,873 | $18.0M | 0.83% | −1,390−1.5% | Reduced |
| Umb Bank N A | 88,975 | $18.0M | 0.29% | +23,815+36.5% | Added |
| Harvest Portfolios Group Inc. | 89,174 | $18.1M | 0.85% | +5,249+6.3% | Added |
| Achmea Investment Management B.V. | 89,417 | $18.1M | 0.40% | +12,995+17.0% | Added |
| Abner Herrman & Brock LLC | 89,469 | $18.1M | 2.78% | +655+0.7% | Added |
| Prio Wealth Limited Partnership | 89,678 | $18.2M | 0.70% | −18,466−17.1% | Reduced |
| NZS Capital, LLC | 89,882 | $18.2M | 0.98% | −113,469−55.8% | Reduced |
| Honeycomb Asset Management LP | 90,000 | $18.3M | 4.46% | −15,000−14.3% | Reduced |
| RDST Capital LLC | 90,280 | $18.3M | 6.92% | +6,280+7.5% | Added |
| Jupiter Asset Management Ltd | 91,158 | $18.5M | 0.20% | 00.0% | Unchanged |
| Boston Family Office LLC | 91,388 | $18.5M | 1.52% | +7,955+9.5% | Added |
| Toroso Investments, LLC | 91,733 | $18.6M | 0.57% | +21,483+30.6% | Added |
| Stephens Inc | 91,748 | $18.6M | 0.36% | −28,954−24.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 92,811 | $18.8M | 0.17% | +27,174+41.4% | Added |
| Wealthfront Advisers LLC | 92,928 | $18.8M | 0.08% | +892+1.0% | Added |
| CIBC World Markets Corp | 93,287 | $18.9M | 0.19% | −21,450−18.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 93,442 | $18.9M | 0.44% | −31,766−25.4% | Reduced |
| Dana Investment Advisors, Inc. | 93,979 | $19.1M | 0.97% | +10,932+13.2% | Added |
| Credit Agricole S A | 94,426 | $19.1M | 0.59% | +17,376+22.6% | Added |
| FORA Capital, LLC | 94,486 | $19.2M | 1.68% | +77,044+441.7% | Added |
| Braun Stacey Associates Inc | 94,490 | $19.2M | 0.93% | −1,144−1.2% | Reduced |
| Chilton Capital Management LLC | 94,624 | $19.2M | 1.08% | −4,051−4.1% | Reduced |
| Gulf International Bank (UK) Ltd | 94,781 | $19.2M | 0.54% | −10,606−10.1% | Reduced |
| Atria Investments LLC | 96,168 | $19.5M | 0.35% | +216+0.2% | Added |
| MML Investors Services, LLC | 96,508 | $19.6M | 0.11% | +7,678+8.6% | Added |
| Wesbanco Bank Inc | 97,813 | $19.8M | 0.87% | +2,225+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 98,531 | $20.0M | 1.27% | −2,837−2.8% | Reduced |
| Kestra Advisory Services, LLC | 98,545 | $20.0M | 0.20% | +4,564+4.9% | Added |
| Crossmark Global Holdings, Inc. | 96,680 | $20.0M | 0.45% | +1,584+1.7% | Added |
| Davidson Investment Advisors | 98,997 | $20.1M | 1.28% | +1,365+1.4% | Added |
| Whittier Trust Co | 99,242 | $20.1M | 0.36% | +1,564+1.6% | Added |
| MayTech Global Investments, LLC | 99,579 | $20.2M | 4.70% | −15,140−13.2% | Reduced |
| Thomasville National Bank | 100,289 | $20.3M | 2.00% | −2,987−2.9% | Reduced |
| Cetera Advisors LLC | 100,394 | $20.4M | 0.32% | +3,319+3.4% | Added |