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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 1,685 | $341.7K | 0.09% | −29−1.7% | Reduced |
| Thrive Capital Management, LLC | 1,703 | $345.3K | 0.19% | +483+39.6% | Added |
| Meridian Investment Counsel Inc. | 1,710 | $346.8K | 0.13% | −500−22.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,711 | $347.0K | 0.15% | +67+4.1% | Added |
| Cedar Wealth Management, LLC | 1,712 | $347.2K | 0.14% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,715 | $347.8K | 0.23% | −84−4.7% | Reduced |
| OneAscent Wealth Management LLC | 1,724 | $350.0K | 0.15% | −189−9.9% | Reduced |
| Accel Wealth Management | 1,729 | $350.6K | 0.20% | −20−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 1,739 | $352.6K | 0.01% | −1,361−43.9% | Reduced |
| Pointe Capital Management LLC | 1,739 | $352.6K | 0.28% | +188+12.1% | Added |
| Worth Financial Advisory Group, LLC | 1,742 | $353.2K | 0.32% | +50+3.0% | Added |
| Pacific Sage Partners, LLC | 1,748 | $354.5K | 0.11% | −17−1.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,756 | $356.0K | 0.12% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,760 | $356.9K | 0.41% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,764 | $357.7K | 0.16% | +242+15.9% | Added |
| Wedge Capital Management L L P | 1,772 | $359.3K | 0.01% | +18+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,774 | $359.7K | 0.08% | +13+0.7% | Added |
| D'Orazio & Associates, Inc. | 1,775 | $359.9K | 0.08% | +148+9.1% | Added |
| Copperleaf Capital, LLC | 1,778 | $360.5K | 0.39% | −273−13.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,780 | $360.9K | 0.19% | +381+27.2% | Added |
| Private Advisory Group LLC | 1,781 | $361.2K | 0.07% | −1,591−47.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,792 | $363.4K | 0.13% | −259−12.6% | Reduced |
| Harvest Management LLC | 1,800 | $365.0K | 0.21% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,816 | $368.3K | 0.09% | +28+1.6% | Added |
| Pinnacle Bancorp, Inc. | 1,821 | $369.3K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,821 | $369.3K | 0.06% | +767+72.8% | Added |
| Perennial Advisors, LLC | 1,831 | $371.3K | 0.10% | −2−0.1% | Reduced |
| Patron Partners Advisors, LLC | 1,837 | $372.5K | 0.27% | +65+3.7% | Added |
| Verdence Capital Advisors LLC | 1,839 | $372.9K | 0.04% | +328+21.7% | Added |
| Proficio Capital Partners LLC | 1,840 | $373.1K | 0.05% | +56+3.1% | Added |
| Mather Group, LLC. | 1,847 | $374.5K | 0.01% | +636+52.5% | Added |
| Berger Financial Group, Inc | 1,847 | $374.5K | 0.04% | +20+1.1% | Added |
| Avalon Trust Co | 1,856 | $376.4K | 0.04% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,857 | $376.6K | 0.22% | −3,093−62.5% | Reduced |
| Lakeview Capital Partners, LLC | 1,860 | $377.2K | 0.07% | −226−10.8% | Reduced |
| Essex LLC | 1,867 | $378.6K | 0.11% | −125−6.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,876 | $380.4K | 0.05% | −400−17.6% | Reduced |
| Contravisory Investment Management, Inc. | 1,877 | $380.6K | 0.11% | −71−3.6% | Reduced |
| Bigelow Investment Advisors, LLC | 1,879 | $381.0K | 0.22% | +27+1.5% | Added |
| Ategra Capital Management, LLC | 1,880 | $381.2K | 0.21% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,884 | $382.0K | 0.35% | −500−21.0% | Reduced |
| Mondrian Investment Partners LTD | 1,887 | $382.6K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,887 | $382.6K | 0.22% | +199+11.8% | Added |
| Keystone Financial Group | 1,892 | $383.6K | 0.06% | −87−4.4% | Reduced |
| WBH Advisory Inc | 1,894 | $384.1K | 0.05% | +732+63.0% | Added |
| Baxter Bros Inc | 1,896 | $384.5K | 0.06% | +16+0.9% | Added |
| Winthrop Advisory Group LLC | 1,896 | $384.5K | 0.06% | −183−8.8% | Reduced |
| Arden Trust Co | 1,903 | $385.9K | 0.06% | −110−5.5% | Reduced |
| Arcataur Capital Management LLC | 1,905 | $386.3K | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 1,910 | $387.3K | 0.24% | +1,910 | New |
| SOA Wealth Advisors, LLC. | 1,911 | $387.5K | 0.10% | −28−1.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,913 | $387.9K | 0.22% | +24+1.3% | Added |
| Synergy Financial Group, LTD | 1,916 | $388.5K | 0.54% | −79−4.0% | Reduced |
| Cubic Asset Management, LLC | 1,920 | $389.3K | 0.11% | +120+6.7% | Added |
| Connecticut Wealth Management, LLC | 1,923 | $390.0K | 0.03% | +6+0.3% | Added |
| Encompass Wealth Advisors, LLC | 1,924 | $390.1K | 0.13% | +20+1.1% | Added |
| Harbour Investments, Inc. | 1,927 | $390.8K | 0.02% | +535+38.4% | Added |
| IFG Advisory, LLC | 1,927 | $390.8K | 0.03% | +1,927 | New |
| D.B. Root & Company, LLC | 1,935 | $392.4K | 0.15% | −31−1.6% | Reduced |
| Ewa, LLC | 1,850 | $398.3K | 0.26% | +445+31.7% | Added |
| Bremer Bank National Association | 1,967 | $398.9K | 0.08% | −82−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 1,968 | $399.1K | 0.05% | +173+9.6% | Added |
| Avory & Company, LLC | 1,976 | $400.7K | 0.34% | −1,097−35.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,977 | $400.9K | 0.04% | −47−2.3% | Reduced |
| Saiph Capital, LLC | 1,984 | $402.3K | 0.22% | −159−7.4% | Reduced |
| Rational Advisors LLC | 1,983 | $403.1K | 0.04% | −5,274−72.7% | Reduced |
| Eads & Heald Wealth Management | 1,991 | $404.0K | 0.21% | −100−4.8% | Reduced |
| GYL Financial Synergies, LLC | 1,994 | $404.3K | 0.04% | +81+4.2% | Added |
| Peterson Wealth Services | 1,996 | $404.7K | 0.30% | +92+4.8% | Added |
| Two Sigma Securities, LLC | 2,010 | $407.6K | 0.02% | −35,148−94.6% | Reduced |
| Essex Financial Services, Inc. | 2,010 | $407.6K | 0.05% | +5+0.2% | Added |
| Brio Consultants, LLC | 2,010 | $407.6K | 0.08% | +405+25.2% | Added |
| Blue Barn Wealth, LLC | 2,012 | $408.0K | 0.27% | +8+0.4% | Added |
| Amussen Hunsaker Associates LLC | 2,032 | $412.9K | 0.09% | −61−2.9% | Reduced |
| Community Financial Services Group, LLC | 2,039 | $413.5K | 0.10% | +2,039 | New |
| Intrua Financial, LLC | 2,042 | $414.1K | 0.07% | −38−1.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,052 | $416.1K | 0.05% | +55+2.8% | Added |
| Sheets Smith Wealth Management | 2,053 | $416.3K | 0.06% | +2,053 | New |
| Wealth Alliance Advisory Group, LLC | 2,058 | $417.3K | 0.12% | +182+9.7% | Added |
| Alley Investment Management Company, LLC | 2,060 | $417.7K | 0.07% | +60+3.0% | Added |
| Fulcrum Capital LLC | 2,061 | $417.9K | 0.12% | −622−23.2% | Reduced |
| Truvestments Capital LLC | 2,076 | $421.0K | 0.22% | +70+3.5% | Added |
| BOK Financial Private Wealth, Inc. | 2,081 | $422.0K | 0.04% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2,090 | $423.8K | 0.26% | +45+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $424.6K | 0.13% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,099 | $425.6K | 0.16% | −55−2.6% | Reduced |
| Stokes Family Office, LLC | 2,103 | $426.4K | 0.05% | −56−2.6% | Reduced |
| Concentric Capital Strategies, LP | 2,104 | $426.6K | 0.05% | −1,257−37.4% | Reduced |
| Austin Private Wealth, LLC | 2,104 | $426.6K | 0.06% | +138+7.0% | Added |
| Carnegie Capital Asset Management, LLC | 2,104 | $426.7K | 0.02% | −256−10.8% | Reduced |
| Kensington Investment Counsel, LLC | 2,108 | $427.5K | 0.27% | −826−28.2% | Reduced |
| Magnus Financial Group LLC | 2,123 | $430.5K | 0.06% | −42−1.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,124 | $430.7K | 0.15% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,129 | $431.7K | 0.21% | −1,136−34.8% | Reduced |
| Catalyst Private Wealth, LLC | 2,137 | $433.3K | 0.26% | +26+1.2% | Added |
| Valmark Advisers, Inc. | 2,139 | $433.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,141 | $434.0K | 0.03% | +202+10.4% | Added |
| Vigilare Wealth Management | 2,145 | $435.0K | 0.28% | −455−17.5% | Reduced |
| St. Clair Advisors, LLC | 2,147 | $435.4K | 0.17% | +147+7.4% | Added |
| Johnson Financial Group, Inc. | 2,148 | $435.6K | 0.03% | −114−5.0% | Reduced |