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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 1,137 | $230.6K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,143 | $231.8K | 0.12% | +34+3.1% | Added |
| LexAurum Advisors, LLC | 1,146 | $232.4K | 0.07% | +1,146 | New |
| Lantz Financial LLC | 1,149 | $233.0K | 0.09% | +2+0.2% | Added |
| Heritage Wealth Advisors | 1,151 | $233.4K | 0.01% | −63−5.2% | Reduced |
| Citizens National Bank Trust Department | 1,167 | $236.6K | 0.06% | +17+1.5% | Added |
| Aprio Wealth Management, LLC | 1,167 | $236.6K | 0.07% | +1,167 | New |
| Capital Advisory Group Advisory Services, LLC | 1,168 | $236.8K | 0.13% | +1,168 | New |
| Hamilton Capital, LLC | 1,171 | $237.5K | 0.02% | +29+2.5% | Added |
| Journey Strategic Wealth LLC | 1,174 | $238.1K | 0.01% | −6−0.5% | Reduced |
| Kavar Capital Partners Group, LLC | 1,178 | $238.9K | 0.05% | −177−13.1% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $239.3K | 0.31% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,182 | $239.7K | 0.41% | 00.0% | Unchanged |
| City State Bank | 1,182 | $240.0K | 0.13% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,184 | $240.1K | 0.22% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,189 | $241.1K | 0.02% | +120+11.2% | Added |
| Gradient Capital Advisors, LLC | 1,190 | $241.3K | 0.10% | +196+19.7% | Added |
| Terry L. Blaker | 1,192 | $241.7K | 0.02% | −32−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,192 | $241.7K | 0.01% | −281−19.1% | Reduced |
| Kure Advisory, LLC | 1,192 | $241.7K | 0.14% | +1,192 | New |
| Five Oceans Advisors | 1,193 | $241.9K | 0.16% | +1+0.1% | Added |
| Somerset Group LLC | 1,196 | $242.5K | 0.23% | −120−9.1% | Reduced |
| XY Capital Ltd | 1,196 | $242.5K | 0.22% | +754+170.6% | Added |
| Princeton Capital Management LLC | 1,198 | $242.9K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,199 | $243.1K | 0.02% | −178−12.9% | Reduced |
| JSF Financial, LLC | 1,199 | $243.1K | 0.09% | −24−2.0% | Reduced |
| Abacus Planning Group, Inc. | 1,199 | $243.1K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,200 | $243.3K | 0.02% | −230−16.1% | Reduced |
| Deltec Asset Management LLC | 1,200 | $243.3K | 0.06% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,200 | $243.3K | 0.10% | +9+0.8% | Added |
| Capital Planning Advisors, LLC | 1,202 | $243.7K | 0.05% | −12−1.0% | Reduced |
| Balboa Wealth Partners | 1,207 | $244.8K | 0.09% | −482−28.5% | Reduced |
| WMS Partners, LLC | 1,208 | $245.0K | 0.02% | −313−20.6% | Reduced |
| Werlinich Asset Management, LLC | 1,211 | $245.5K | 0.20% | +3+0.2% | Added |
| Financial Partners Group, Inc | 1,173 | $246.3K | 0.05% | +19+1.6% | Added |
| Element Wealth, LLC | 1,216 | $246.6K | 0.18% | −44−3.5% | Reduced |
| AllSquare Wealth Management LLC | 1,219 | $247.2K | 0.16% | −77−5.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,220 | $247.4K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 1,220 | $247.4K | 0.05% | +1,220 | New |
| Montecito Bank & Trust | 1,222 | $247.8K | 0.06% | +1,222 | New |
| Sigma Investment Counselors Inc | 1,223 | $248.0K | 0.02% | +223+22.3% | Added |
| Glassy Mountain Advisors, Inc. | 1,224 | $249.3K | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,233 | $250.0K | 0.12% | +1,233 | New |
| Yoder Wealth Management, Inc. | 1,236 | $250.6K | 0.21% | +54+4.6% | Added |
| Bellecapital International Ltd. | 1,237 | $250.8K | 0.06% | +13+1.1% | Added |
| Strata Wealth Advisors, LLC | 1,237 | $250.8K | 0.12% | +1,237 | New |
| Formidable Asset Management, LLC | 1,241 | $251.7K | 0.06% | +50+4.2% | Added |
| Corton Capital Inc. | 1,242 | $251.9K | 0.13% | −1,344−52.0% | Reduced |
| DSC Advisors, L.P. | 1,243 | $252.1K | 0.38% | +59+5.0% | Added |
| Armstrong, Fleming & Moore, Inc | 1,249 | $253.3K | 0.25% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,254 | $254.3K | 0.10% | −833−39.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,255 | $254.5K | 0.06% | −233−15.7% | Reduced |
| First Affirmative Financial Network | 1,256 | $254.6K | 0.25% | +1,256 | New |
| Opes Wealth Management LLC | 1,258 | $255.1K | 0.07% | −157−11.1% | Reduced |
| JJJ Advisors Inc. | 1,261 | $255.7K | 0.07% | +18+1.4% | Added |
| Fortune Financial Advisors, LLC | 1,261 | $255.8K | 0.20% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,262 | $256.0K | 0.17% | +12+1.0% | Added |
| Sovereign Financial Group, Inc. | 1,266 | $256.7K | 0.09% | −266−17.4% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $256.7K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,269 | $257.0K | 0.02% | +1,269 | New |
| Wright Investors Service Inc | 1,270 | $257.5K | 0.07% | −3,120−71.1% | Reduced |
| Truepoint, Inc. | 1,274 | $258.3K | 0.01% | +1,274 | New |
| Van Leeuwen & Company, LLC | 1,282 | $260.0K | 0.16% | +1,282 | New |
| Ancora Advisors, LLC | 1,287 | $260.9K | 0.01% | +233+22.1% | Added |
| Holderness Investments Co | 1,292 | $262.0K | 0.10% | +175+15.7% | Added |
| West Michigan Advisors, LLC | 1,293 | $262.2K | 0.14% | +13+1.0% | Added |
| Ignite Planners, LLC | 1,302 | $263.0K | 0.08% | +23+1.8% | Added |
| Ridgewood Investments LLC | 1,299 | $263.3K | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,299 | $263.4K | 0.04% | +105+8.8% | Added |
| Seven Mile Advisory | 1,299 | $263.4K | 0.28% | +35+2.8% | Added |
| Pier 88 Investment Partners LLC | 1,300 | $263.6K | 0.07% | −3,620−73.6% | Reduced |
| Kolinsky Wealth Management, LLC | 1,300 | $263.6K | 0.26% | −27−2.0% | Reduced |
| Insight Advisors, LLC | 1,302 | $264.0K | 0.06% | −291−18.3% | Reduced |
| TBH Global Asset Management, LLC | 1,304 | $264.5K | 0.05% | +72+5.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,305 | $264.6K | 0.35% | −35−2.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,307 | $265.0K | 0.01% | −2,042−61.0% | Reduced |
| Mengis Capital Management, Inc. | 1,308 | $265.2K | 0.06% | −2−0.2% | Reduced |
| Enterprise Financial Services Corp | 1,311 | $265.8K | 0.18% | −121−8.4% | Reduced |
| Fox Run Management, L.L.C. | 1,315 | $266.7K | 0.08% | −3,703−73.8% | Reduced |
| Arvest Trust Co N A | 1,318 | $267.3K | 0.02% | −190−12.6% | Reduced |
| Fort Sheridan Advisors LLC | 1,318 | $267.3K | 0.06% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,324 | $268.5K | 0.16% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,325 | $268.7K | 0.26% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,300 | $269.4K | 0.09% | +273+26.6% | Added |
| Glassman Wealth Services | 1,330 | $269.7K | 0.04% | +95+7.7% | Added |
| Elgethun Capital Management | 1,339 | $270.4K | 0.08% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,334 | $270.5K | 0.14% | +6+0.5% | Added |
| Powers Advisory Group, LLC | 1,345 | $272.7K | 0.19% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,350 | $273.8K | 0.06% | +1,350 | New |
| Evermay Wealth Management LLC | 1,355 | $274.8K | 0.06% | −24−1.7% | Reduced |
| Well Done, LLC | 1,362 | $276.2K | 0.06% | −15−1.1% | Reduced |
| Private Capital Management LLC | 1,371 | $278.0K | 0.08% | +67+5.1% | Added |
| Callan Capital, LLC | 1,373 | $278.4K | 0.03% | +315+29.8% | Added |
| Creative Financial Designs Inc | 1,374 | $278.6K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,379 | $279.6K | 0.07% | −63−4.4% | Reduced |
| Klingman & Associates, LLC | 1,379 | $279.6K | 0.02% | −43−3.0% | Reduced |
| Berkeley Capital Partners, LLC | 1,387 | $281.3K | 0.10% | +7+0.5% | Added |
| IFG Advisors, LLC | 1,390 | $281.9K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,396 | $283.1K | 0.01% | +31+2.3% | Added |
| Kennedy Investment Group | 1,400 | $283.9K | 0.17% | −150−9.7% | Reduced |