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; 2,491 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
- 2,294
- +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
- 949 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 | 2,491 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 148 | $30.0K | 0.01% | −1,732−92.1% | Reduced |
| Hoey Investments, Inc | 150 | $30.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 150 | $30.4K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 159 | $32.2K | 0.01% | −24−13.1% | Reduced |
| Raffa Wealth Management, LLC | 159 | $32.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 163 | $33.1K | 0.03% | −1,000−86.0% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $33.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 169 | $34.3K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 172 | $34.9K | 0.01% | −79−31.5% | Reduced |
| Perkins Coie Trust Co | 178 | $36.1K | 0.01% | +14+8.5% | Added |
| Macroview Investment Management LLC | 179 | $36.3K | 0.05% | +16+9.8% | Added |
| Armstrong Advisory Group, Inc | 182 | $36.9K | 0.00% | −54−22.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $37.1K | 0.02% | −12−6.2% | Reduced |
| McIlrath & Eck, LLC | 188 | $38.1K | 0.01% | −63−25.1% | Reduced |
| Peoples Bank | 190 | $38.5K | 0.03% | +190 | New |
| Hanseatic Management Services Inc | 190 | $38.5K | 0.07% | +3+1.6% | Added |
| SJS Investment Consulting Inc. | 191 | $38.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 194 | $39.3K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 200 | $40.6K | 0.00% | +200 | New |
| Pacific Center for Financial Services | 204 | $41.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 209 | $42.4K | 0.01% | +14+7.2% | Added |
| Tucker Asset Management LLC | 216 | $43.8K | 0.01% | −10−4.4% | Reduced |
| GHP Investment Advisors, Inc. | 215 | $44.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 223 | $45.2K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 224 | $45.4K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 228 | $46.2K | 0.02% | −132−36.7% | Reduced |
| First Personal Financial Services | 233 | $47.2K | 0.01% | −81−25.8% | Reduced |
| Intrepid Capital Management Inc | 236 | $47.9K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 246 | $49.9K | 0.02% | +27+12.3% | Added |
| FWL Investment Management, LLC | 250 | $50.7K | 0.03% | +250 | New |
| Hartford Financial Management Inc. | 259 | $52.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $53.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 262 | $53.1K | 0.01% | −12−4.4% | Reduced |
| Atwood & Palmer Inc | 267 | $54.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 268 | $54.3K | 0.03% | +3+1.1% | Added |
| Chesapeake Asset Management LLC | 271 | $55.0K | 0.05% | +9+3.4% | Added |
| Blue Bell Private Wealth Management, LLC | 279 | $56.6K | 0.02% | +153+121.4% | Added |
| Tfo-TDC, LLC | 269 | $56.8K | 0.01% | +8+3.1% | Added |
| Delta Asset Management LLC | 292 | $59.2K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $60.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 297 | $60.5K | 0.03% | +4+1.4% | Added |
| Mizuho Securities Co. Ltd. | 300 | $60.8K | 0.28% | −2,860−90.5% | Reduced |
| Antonetti Capital Management LLC | 300 | $60.8K | 0.10% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 300 | $60.8K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $62.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 314 | $63.0K | 0.02% | −11−3.4% | Reduced |
| Portland Hill Asset Management Ltd | 311 | $63.0K | 0.16% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $63.1K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 314 | $63.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 317 | $64.3K | 0.01% | +9+2.9% | Added |
| FSC Wealth Advisors, LLC | 318 | $64.5K | 0.07% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 320 | $64.9K | 0.02% | +222+226.5% | Added |
| Column Capital Advisors, LLC | 320 | $64.9K | 0.01% | −7−2.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 323 | $65.5K | 0.03% | +9+2.9% | Added |
| Live Oak Investment Partners | – | $66.9K | 0.06% | – | – |
| Estabrook Capital Management | 331 | $67.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 360 | $73.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 360 | $73.0K | 0.06% | +201+126.4% | Added |
| Cassady Schiller Wealth Management, LLC | 365 | $74.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 368 | $75.0K | 0.01% | −220−37.4% | Reduced |
| Archer Investment Corp | 372 | $75.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 384 | $77.9K | 0.02% | +220+134.1% | Added |
| GW&K Investment Management, LLC | 393 | $80.0K | 0.00% | +67+20.6% | Added |
| Atlas Capital Advisors LLC | 395 | $80.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 395 | $80.1K | 0.06% | +395 | New |
| Carolinas Wealth Consulting LLC | 400 | $80.3K | 0.02% | −51−11.3% | Reduced |
| Marathon Trading Investment Management LLC | 398 | $80.7K | 0.06% | +310+352.3% | Added |
| WFA Asset Management Corp | 400 | $81.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 404 | $81.9K | 0.03% | −89−18.1% | Reduced |
| Byrne Asset Management LLC | 405 | $82.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 410 | $83.0K | 0.06% | +35+9.3% | Added |
| Financial Connections Group, Inc. | 416 | $84.0K | 0.10% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 416 | $84.4K | 0.06% | −48−10.3% | Reduced |
| Prestige Wealth Management Group LLC | 416 | $84.4K | 0.02% | −100−19.4% | Reduced |
| RFP Financial Group LLC | 430 | $87.2K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 432 | $87.6K | 0.01% | −12−2.7% | Reduced |
| Activest Wealth Management | 448 | $90.8K | 0.06% | −387−46.3% | Reduced |
| Bell Investment Advisors, Inc | 452 | $91.7K | 0.02% | +9+2.0% | Added |
| SRS Capital Advisors, Inc. | 453 | $91.9K | 0.01% | −143−24.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $92.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 455 | $92.3K | 0.04% | +10+2.2% | Added |
| Mascoma Wealth Management LLC | 467 | $94.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 461 | $95.4K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 481 | $97.5K | 0.04% | +385+401.0% | Added |
| Hanson & Doremus Investment Management | 495 | $100.0K | 0.02% | +30+6.5% | Added |
| CoreFirst Bank & Trust | 500 | $101.4K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 515 | $104.0K | 0.04% | −30−5.5% | Reduced |
| Pin Oak Investment Advisors Inc | 513 | $104.0K | 0.12% | +40+8.5% | Added |
| Highline Wealth Partners LLC | 517 | $104.8K | 0.06% | +338+188.8% | Added |
| Resurgent Financial Advisors LLC | 521 | $105.6K | 0.07% | −238−31.4% | Reduced |
| Dakota Community Bank & Trust NA | 527 | $106.9K | 0.68% | −20−3.7% | Reduced |
| Baldwin Brothers Inc | 527 | $106.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 535 | $108.5K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 536 | $108.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 546 | $110.7K | 0.05% | +9+1.7% | Added |
| First Command Advisory Services, Inc. | 550 | $111.5K | 0.00% | +550 | New |
| Kessler Investment Group, LLC | 554 | $112.5K | 0.09% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 555 | $112.5K | 0.04% | +555 | New |
| Tompkins Financial Corp | 571 | $115.8K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 585 | $119.0K | 0.06% | 00.0% | Unchanged |