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 |
|---|---|---|---|---|---|
| Dorchester Wealth Management Co | 1,400 | $283.9K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,403 | $284.5K | 0.02% | −20−1.4% | Reduced |
| SPC Financial, Inc. | 1,404 | $284.7K | 0.03% | +8+0.6% | Added |
| Indiana Trust & Investment Management CO | 1,409 | $285.7K | 0.14% | +220+18.5% | Added |
| Hoylecohen, LLC | 1,409 | $285.7K | 0.03% | −12−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 1,413 | $286.5K | 0.02% | −4−0.3% | Reduced |
| Concord Asset Management, LLC | 1,415 | $286.9K | 0.10% | +1,415 | New |
| Continuum Advisory, LLC | 1,417 | $287.3K | 0.05% | −12−0.8% | Reduced |
| CVA Family Office, LLC | 1,419 | $287.7K | 0.07% | +69+5.1% | Added |
| Advus Financial Partners, LLC | 1,421 | $288.1K | 0.11% | +60+4.4% | Added |
| Aspire Capital Advisors LLC | 1,422 | $288.4K | 0.13% | +19+1.4% | Added |
| Lodestar Private Asset Management LLC | 1,423 | $288.6K | 0.05% | −28−1.9% | Reduced |
| Avenue 1 Advisors, LLC | 1,429 | $289.8K | 0.14% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,434 | $290.8K | 0.27% | +12+0.8% | Added |
| Richard W. Paul & Associates, LLC | 1,437 | $291.4K | 0.13% | −51−3.4% | Reduced |
| BIP Wealth, LLC | 1,440 | $292.0K | 0.03% | +388+36.9% | Added |
| TCI Wealth Advisors, Inc. | 1,440 | $292.0K | 0.04% | +6+0.4% | Added |
| Adirondack Trust Co | 1,441 | $292.2K | 0.15% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,441 | $292.2K | 0.37% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,443 | $292.6K | 0.32% | +1,443 | New |
| Frank, Rimerman Advisors LLC | 1,444 | $292.8K | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,445 | $293.0K | 0.02% | −28−1.9% | Reduced |
| Advisory Alpha, LLC | 1,445 | $293.0K | 0.02% | +1,445 | New |
| Main Street Financial Solutions, LLC | 1,453 | $294.7K | 0.04% | +11+0.8% | Added |
| Waters Parkerson & Co., LLC | 1,457 | $295.0K | 0.02% | −30−2.0% | Reduced |
| Meeder Asset Management Inc | 1,458 | $295.7K | 0.02% | −88−5.7% | Reduced |
| West Family Investments, Inc. | 1,459 | $295.9K | 0.10% | −416−22.2% | Reduced |
| Vantage Consulting Group Inc | 1,459 | $295.9K | 0.20% | −57−3.8% | Reduced |
| Syntax Advisors, LLC | 1,459 | $295.9K | 0.26% | −57−3.8% | Reduced |
| White Pine Capital LLC | 1,459 | $295.9K | 0.12% | +479+48.9% | Added |
| Tradition Wealth Management, LLC | 1,461 | $296.0K | 0.04% | +35+2.5% | Added |
| Waddell & Associates, LLC | 1,462 | $296.5K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,464 | $297.0K | 0.02% | −20−1.3% | Reduced |
| Sonata Capital Group Inc | 1,467 | $297.0K | 0.16% | −277−15.9% | Reduced |
| Lion Street Advisors, LLC | 1,474 | $298.9K | 0.10% | −305−17.1% | Reduced |
| Paladin Advisory Group, LLC | 1,474 | $298.9K | 0.25% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,475 | $299.1K | 0.10% | +1,475 | New |
| Outlook Wealth Advisors, LLC | 1,476 | $299.3K | 0.11% | +337+29.6% | Added |
| Nichols & Pratt Advisers LLP | 1,480 | $300.1K | 0.02% | −2,500−62.8% | Reduced |
| JT Stratford LLC | 1,481 | $300.3K | 0.08% | −2,601−63.7% | Reduced |
| PFG Advisors | 1,481 | $300.3K | 0.03% | −422−22.2% | Reduced |
| Capula Management Ltd | 1,482 | $300.5K | 0.02% | +1,482 | New |
| Carlson Capital Management | 1,485 | $301.1K | 0.02% | +1,485 | New |
| Avidian Wealth Solutions, LLC | 1,489 | $301.9K | 0.02% | −39,026−96.3% | Reduced |
| High Note Wealth, LLC | 1,489 | $301.9K | 0.12% | +49+3.4% | Added |
| Canton Hathaway, LLC | 1,488 | $302.0K | 0.10% | −10−0.7% | Reduced |
| Banco de Sabadell, S.A | 1,489 | $302.0K | 0.26% | +180+13.8% | Added |
| Archetype Wealth Partners | 1,498 | $304.0K | 0.06% | +1,498 | New |
| Aristotle Atlantic Partners, LLC | 1,500 | $304.2K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,506 | $305.0K | 0.04% | +155+11.5% | Added |
| Jacobsen Capital Management | 1,507 | $305.6K | 0.17% | +3+0.2% | Added |
| Retirement Income Solutions, Inc | 1,510 | $306.2K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,512 | $306.6K | 0.09% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,512 | $306.6K | 0.04% | +268+21.5% | Added |
| Lee Danner & Bass Inc | 1,515 | $307.0K | 0.03% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,520 | $307.0K | 0.07% | −139−8.4% | Reduced |
| Wayfinding Financial, LLC | 1,512 | $308.0K | 0.23% | −19−1.2% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $309.2K | 0.27% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,530 | $310.3K | 0.11% | −136−8.2% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $310.7K | 0.11% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,534 | $311.1K | 0.03% | −15−1.0% | Reduced |
| Addison Advisors LLC | 1,535 | $311.3K | 0.14% | +71+4.8% | Added |
| Clarity Wealth Advisors, LLC | 1,541 | $312.5K | 0.14% | +13+0.9% | Added |
| Waypoint Wealth Partners Inc. | 1,546 | $313.5K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,546 | $313.5K | 0.02% | +1,546 | New |
| Crumly & Associates Inc. | 1,547 | $313.7K | 0.12% | +139+9.9% | Added |
| Coury Firm Asset Management LLC | 1,553 | $314.9K | 0.50% | +1,553 | New |
| Beacon Financial Advisory LLC | 1,554 | $315.1K | 0.17% | +213+15.9% | Added |
| Hemenway Trust Co LLC | 1,555 | $315.3K | 0.03% | −30−1.9% | Reduced |
| WNY Asset Management, LLC | 1,557 | $315.7K | 0.06% | −220−12.4% | Reduced |
| CNB Bank | 1,560 | $316.3K | 0.19% | +12+0.8% | Added |
| LJI Wealth Management, LLC | 1,567 | $317.8K | 0.09% | +254+19.3% | Added |
| Koss-Olinger Consulting, LLC | 1,569 | $318.0K | 0.05% | −99−5.9% | Reduced |
| Resonant Capital Advisors, LLC | 1,570 | $318.4K | 0.03% | +52+3.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,576 | $319.0K | 0.16% | +108+7.4% | Added |
| Nicholas Hoffman & Company, LLC. | 1,584 | $321.2K | 0.02% | −27−1.7% | Reduced |
| Smith, Moore & Co. | 1,587 | $321.8K | 0.04% | −50−3.1% | Reduced |
| Capital Performance Advisors LLP | 1,587 | $321.8K | 0.16% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,599 | $324.2K | 0.32% | −700−30.4% | Reduced |
| TCWP LLC | 1,605 | $325.5K | 0.25% | −12−0.7% | Reduced |
| Arcadia Investment Management Corp | 1,607 | $325.9K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,610 | $326.5K | 0.30% | −230−12.5% | Reduced |
| Evanson Asset Management, LLC | 1,616 | $327.7K | 0.03% | +500+44.8% | Added |
| Alliance Wealth Advisors, LLC | 1,618 | $328.1K | 0.24% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,619 | $328.3K | 0.04% | −2,936−64.5% | Reduced |
| BluePath Capital Management, LLC | 1,623 | $329.1K | 0.30% | +1,623 | New |
| SlateStone Wealth, LLC | 1,634 | $331.0K | 0.05% | −20−1.2% | Reduced |
| JB Capital LLC | 1,643 | $333.2K | 0.03% | +559+51.6% | Added |
| Stonebridge Financial Planning Group, LLC | 1,645 | $333.6K | 0.21% | +140+9.3% | Added |
| Future Fund LLC | 1,653 | $335.2K | 0.93% | −115−6.5% | Reduced |
| Apexium Financial, LP | 1,655 | $335.7K | 0.03% | −25−1.5% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $335.8K | 0.82% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,656 | $335.8K | 0.24% | +25+1.5% | Added |
| Accurate Wealth Management, LLC | 1,601 | $335.8K | 0.11% | −3−0.2% | Reduced |
| Hyperion Partners, LLC | 1,661 | $336.8K | 0.29% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,668 | $338.2K | 0.04% | +135+8.8% | Added |
| Jeppson Wealth Management, LLC | 1,673 | $339.3K | 0.16% | −29−1.7% | Reduced |
| MONECO Advisors, LLC | 1,673 | $339.3K | 0.09% | +25+1.5% | Added |
| True North Advisors, LLC | 1,683 | $341.3K | 0.11% | +9+0.5% | Added |
| Hartford Funds Management Co LLC | 1,683 | $341.3K | 0.04% | +84+5.3% | Added |