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; 2,492 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 600 | $121.7K | 0.04% | −25−4.0% | Reduced |
| Globeflex Capital L P | 600 | $121.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 616 | $125.0K | 0.04% | −29−4.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 622 | $126.1K | 0.05% | +622 | New |
| Deseret Mutual Benefit Administrators | 628 | $127.3K | 0.06% | −74−10.5% | Reduced |
| Sutton Wealth Advisors Inc. | 637 | $129.2K | 0.06% | −24−3.6% | Reduced |
| Manchester Capital Management LLC | 653 | $132.4K | 0.02% | +17+2.7% | Added |
| Tyler-Stone Wealth Management | 655 | $133.0K | 0.08% | +225+52.3% | Added |
| Silver Oak Securities, Inc | 662 | $134.2K | 0.03% | −1,523−69.7% | Reduced |
| DT Investment Partners, LLC | 662 | $134.2K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 682 | $138.3K | 0.02% | −83−10.8% | Reduced |
| Wellington Shields & Co., LLC | 686 | $139.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 688 | $139.5K | 0.04% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $141.9K | 0.08% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 709 | $143.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 727 | $147.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 726 | $147.2K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $157.8K | 0.10% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 795 | $161.0K | 0.03% | +161+25.4% | Added |
| Carmel Capital Partners, LLC | 795 | $161.2K | 0.07% | +395+98.8% | Added |
| Colonial Trust Co | 822 | $166.7K | 0.04% | +94+12.9% | Added |
| Headlands Technologies LLC | 846 | $171.6K | 0.08% | +394+87.2% | Added |
| United Community Bank | 850 | $172.4K | 0.08% | +10+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $172.4K | 0.09% | +850 | New |
| Focused Wealth Management, Inc | 857 | $173.8K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 867 | $175.8K | 0.03% | +229+35.9% | Added |
| TFC Financial Management | 876 | $177.6K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 848 | $179.1K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 902 | $182.9K | 0.08% | −4−0.4% | Reduced |
| Hexagon Capital Partners LLC | 910 | $184.5K | 0.05% | −15−1.6% | Reduced |
| Stephens Investment Management Group LLC | 942 | $191.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 942 | $191.0K | 0.22% | +942 | New |
| Horizon Bancorp Inc | 969 | $196.0K | 0.13% | +697+256.3% | Added |
| Rockingstone Advisors LLC | 993 | $201.4K | 0.11% | +1+0.1% | Added |
| Weybosset Research & Management LLC | 995 | $202.0K | 0.08% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $202.8K | 0.04% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $202.8K | 0.16% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,000 | $203.0K | 0.02% | +1,000 | Added |
| Trinity Financial Advisors LLC | 1,002 | $203.2K | 0.11% | −37−3.6% | Reduced |
| Gratus Capital LLC | 1,006 | $204.0K | 0.01% | +1,006 | New |
| MV Capital Management, Inc. | 1,006 | $204.0K | 0.03% | +153+17.9% | Added |
| Select Asset Management & Trust | 1,005 | $204.0K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,014 | $206.0K | 0.08% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,016 | $206.0K | 0.28% | +20+2.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,017 | $206.2K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,021 | $207.0K | 0.03% | +1,021 | New |
| Trellis Advisors, LLC | 1,025 | $207.8K | 0.09% | −24−2.3% | Reduced |
| SYSTM Wealth Solutions LLC | 1,025 | $207.8K | 0.03% | −3,547−77.6% | Reduced |
| SFG Wealth Management, LLC. | 1,025 | $207.8K | 0.17% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,025 | $208.0K | 0.20% | +1,025 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,027 | $208.3K | 0.10% | +9+0.9% | Added |
| Sittner & Nelson, LLC | 1,028 | $208.5K | 0.12% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,032 | $209.0K | 0.02% | +70+7.3% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $209.3K | 0.23% | 00.0% | Unchanged |
| Dohj, LLC | 1,033 | $210.4K | 0.09% | −66−6.0% | Reduced |
| Gemmer Asset Management LLC | 1,052 | $213.3K | 0.03% | −197−15.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,053 | $213.5K | 0.03% | −231−18.0% | Reduced |
| Mattern Wealth Management LLC | 1,055 | $213.9K | 0.06% | +20+1.9% | Added |
| ZWJ Investment Counsel Inc | 1,055 | $213.9K | 0.01% | +1,055 | New |
| Benjamin Edwards Inc | 1,055 | $214.0K | 0.05% | −205−16.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 1,056 | $214.1K | 0.09% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,056 | $214.1K | 0.10% | +1,056 | New |
| Northeast Investment Management | 1,063 | $215.6K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,063 | $215.6K | 0.03% | +93+9.6% | Added |
| Cornerstone Advisory, LLC | 1,064 | $215.8K | 0.04% | +84+8.6% | Added |
| Opal Wealth Advisors, LLC | 1,065 | $216.0K | 0.13% | −64−5.7% | Reduced |
| Oxford Financial Group Ltd | 1,066 | $216.2K | 0.02% | −539−33.6% | Reduced |
| Wealth Architects, LLC | 1,070 | $216.9K | 0.04% | +68+6.8% | Added |
| My Personal CFO, LLC | 1,070 | $217.0K | 0.18% | +1,070 | New |
| Harbor Group, Inc. | 1,071 | $217.2K | 0.12% | +1,071 | New |
| Good Life Advisors, LLC | 1,071 | $217.2K | 0.02% | +102+10.5% | Added |
| NFP Retirement, Inc. | 1,081 | $219.2K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,087 | $220.4K | 0.00% | −290−21.1% | Reduced |
| Parisi Gray Wealth Management | 1,088 | $220.6K | 0.10% | +1,088 | New |
| Epiq Partners, LLC | 1,091 | $221.2K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,094 | $221.8K | 0.17% | −50−4.4% | Reduced |
| McDaniel Terry & Co | 1,093 | $222.0K | 0.02% | −42−3.7% | Reduced |
| Belfer Management LLC | 1,096 | $222.3K | 5.76% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,097 | $222.4K | 0.10% | +16+1.5% | Added |
| Coastal Bridge Advisors, LLC | 1,097 | $222.4K | 0.06% | +1,097 | New |
| Phillips Wealth Planners LLC | 1,069 | $222.7K | 0.30% | −53−4.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,101 | $223.3K | 0.06% | +38+3.6% | Added |
| Carson Advisory Inc. | 1,103 | $223.7K | 0.20% | +21+1.9% | Added |
| DCM Advisors, LLC | 1,103 | $223.7K | 0.10% | +1,103 | New |
| Delta Financial Group, Inc. | 1,105 | $224.0K | 0.08% | −16−1.4% | Reduced |
| Highview Capital Management LLC | 1,105 | $224.1K | 0.13% | −39−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,108 | $224.7K | 0.04% | −26−2.3% | Reduced |
| WealthBridge Capital Management, LLC | 1,109 | $224.9K | 0.09% | +11+1.0% | Added |
| Aveo Capital Partners, LLC | 1,109 | $224.9K | 0.03% | +100+9.9% | Added |
| Founders Financial Alliance, LLC | 1,109 | $224.9K | 0.10% | −385−25.8% | Reduced |
| Klingenstein Fields & Co LP | 1,114 | $225.9K | 0.01% | −75−6.3% | Reduced |
| Capital Asset Advisory Services LLC | 1,094 | $226.3K | 0.02% | +1,094 | New |
| Beverly Hills Private Wealth, LLC | 1,118 | $226.7K | 0.07% | −625−35.9% | Reduced |
| Cypress Capital Management LLC (WY) | 1,120 | $227.1K | 0.27% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,123 | $227.7K | 0.04% | −262−18.9% | Reduced |
| Forte Asset Management LLC | 1,125 | $228.1K | 0.15% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,127 | $228.5K | 0.17% | +129+12.9% | Added |
| Inspirion Wealth Advisors, LLC | 1,131 | $229.3K | 0.04% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 1,132 | $229.5K | 0.21% | −11−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 1,135 | $230.2K | 0.06% | 00.0% | Unchanged |