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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 2,151 | $436.2K | 0.03% | +97+4.7% | Added |
| Global Trust Asset Management, LLC | 2,151 | $436.2K | 0.21% | +320+17.5% | Added |
| Redwood Financial Network Corp | 2,156 | $437.2K | 0.46% | −125−5.5% | Reduced |
| MRP Capital Investments, LLC | 2,159 | $437.8K | 0.49% | −3,218−59.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,173 | $441.0K | 0.19% | +466+27.3% | Added |
| Regal Investment Advisors LLC | 2,175 | $441.1K | 0.04% | −99−4.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,184 | $442.9K | 0.46% | +199+10.0% | Added |
| Confluence Wealth Services, Inc. | 2,208 | $447.7K | 0.09% | +344+18.5% | Added |
| Inscription Capital, LLC | 2,211 | $448.3K | 0.15% | −635−22.3% | Reduced |
| Centurion Wealth Management LLC | 2,216 | $449.4K | 0.22% | −3−0.1% | Reduced |
| Csenge Advisory Group | 2,217 | $449.5K | 0.03% | +217+10.9% | Added |
| Financial Advisory Corp | 2,218 | $450.0K | 0.21% | −759−25.5% | Reduced |
| Delta Financial Advisors LLC | 2,233 | $452.8K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 2,245 | $455.2K | 0.16% | −7−0.3% | Reduced |
| National Wealth Management Group, LLC | 2,254 | $457.1K | 0.50% | +2,254 | New |
| Prentice Wealth Management LLC | 2,256 | $457.5K | 0.21% | +22+1.0% | Added |
| Roberts Glore & Co Inc | 2,259 | $458.1K | 0.15% | −78−3.3% | Reduced |
| Greenwich Wealth Management LLC | 2,265 | $459.0K | 0.05% | +14+0.6% | Added |
| Blue Fin Capital, Inc. | 2,274 | $461.1K | 0.13% | +144+6.8% | Added |
| Capital Investment Advisory Services, LLC | 2,274 | $461.1K | 0.05% | +157+7.4% | Added |
| Monetary Management Group Inc | 2,275 | $461.3K | 0.15% | +325+16.7% | Added |
| Adviser Investments LLC | 2,280 | $462.3K | 0.01% | +2,280 | New |
| Advisor Resource Council | 2,289 | $464.2K | 0.31% | −113−4.7% | Reduced |
| Investment House LLC | 2,293 | $465.0K | 0.04% | −267−10.4% | Reduced |
| IVC Wealth Advisors LLC | 2,293 | $465.0K | 0.31% | −10−0.4% | Reduced |
| Parkside Advisors LLC | 2,299 | $466.2K | 0.14% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,302 | $466.8K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 2,305 | $467.4K | 0.02% | +100+4.5% | Added |
| Sonen Capital LLC | 2,319 | $470.2K | 0.92% | 00.0% | Unchanged |
| Nwam LLC | 2,324 | $471.3K | 0.05% | −388−14.3% | Reduced |
| Stiles Financial Services Inc | 2,326 | $471.7K | 0.24% | −900−27.9% | Reduced |
| Riversedge Advisors, LLC | 2,353 | $477.1K | 0.14% | +420+21.7% | Added |
| Valley National Advisers Inc | 2,367 | $480.0K | 0.08% | +129+5.8% | Added |
| Abbot Financial Management, Inc. | 2,368 | $480.2K | 0.32% | −250−9.5% | Reduced |
| Castleview Partners, LLC | 2,378 | $482.2K | 0.45% | +35+1.5% | Added |
| Regent Peak Wealth Advisors LLC | 2,381 | $482.8K | 0.15% | +50+2.1% | Added |
| Blueprint Investment Partners LLC | 2,383 | $483.2K | 0.16% | −774−24.5% | Reduced |
| Salvus Wealth Management, LLC | 2,383 | $483.2K | 0.38% | +226+10.5% | Added |
| Mirador Capital Partners LP | 2,388 | $484.2K | 0.11% | −108−4.3% | Reduced |
| Symmetry Investments LP | 2,400 | $486.7K | 0.14% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,403 | $487.3K | 0.24% | −14−0.6% | Reduced |
| Vise Technologies, Inc. | 2,403 | $487.3K | 0.12% | +185+8.3% | Added |
| Copperwynd Financial, LLC | 2,405 | $487.7K | 0.23% | −468−16.3% | Reduced |
| Circle Wealth Management, LLC | 2,443 | $495.4K | 0.01% | +63+2.6% | Added |
| Jaffetilchin Investment Partners, LLC | 2,477 | $502.3K | 0.06% | −65−2.6% | Reduced |
| Fayez Sarofim & Co | 2,478 | $502.5K | 0.00% | +2,478 | New |
| IAM Advisory, LLC | 2,484 | $503.7K | 0.18% | +2,484 | New |
| Advisory Research Inc | 2,485 | $503.9K | 0.07% | +63+2.6% | Added |
| Solstein Capital, LLC | 2,487 | $504.3K | 0.43% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,488 | $504.5K | 0.12% | +151+6.5% | Added |
| Perfromance Wealth Partners, LLC | 2,491 | $505.1K | 0.02% | +120+5.1% | Added |
| Semmax Financial Advisors Inc. | 2,352 | $506.3K | 0.20% | +2,352 | New |
| Seaport Global Advisors, LLC | 2,499 | $506.7K | 1.52% | −148−5.6% | Reduced |
| Hengehold Capital Management LLC | 2,504 | $507.8K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,508 | $508.6K | 0.24% | +212+9.2% | Added |
| Change Path, LLC | 2,514 | $510.0K | 0.04% | −4,149−62.3% | Reduced |
| Headinvest, LLC | 2,507 | $510.7K | 0.11% | −22−0.9% | Reduced |
| Silverlake Wealth Management LLC | 2,519 | $510.8K | 0.29% | +626+33.1% | Added |
| Boothbay Fund Management, LLC | 2,527 | $512.4K | 0.02% | −15,699−86.1% | Reduced |
| First Financial Corp | 2,530 | $513.0K | 0.30% | +291+13.0% | Added |
| Childress Capital Advisors, LLC | 2,534 | $513.8K | 0.17% | +2,534 | New |
| Virtue Capital Management, LLC | 2,405 | $514.3K | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,537 | $514.4K | 0.05% | +45+1.8% | Added |
| Gradient Investments LLC | 2,544 | $515.9K | 0.01% | +98+4.0% | Added |
| Williams Jones Wealth Management, LLC. | 2,549 | $516.9K | 0.01% | −1,589−38.4% | Reduced |
| RAM Investment Partners, LLC | 2,553 | $517.6K | 0.22% | −72−2.7% | Reduced |
| Naples Global Advisors, LLC | 2,557 | $518.5K | 0.06% | +363+16.5% | Added |
| First Citizens Bank & Trust Co | 2,564 | $519.9K | 0.01% | −2,165−45.8% | Reduced |
| Kozak & Associates, Inc. | 2,508 | $520.1K | 0.19% | +81+3.3% | Added |
| Key Financial Inc | 2,567 | $520.5K | 0.18% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,575 | $522.2K | 0.19% | −510−16.5% | Reduced |
| Vicus Capital | 2,575 | $522.2K | 0.05% | +1,558+153.2% | Added |
| Haverford Trust Co | 2,587 | $524.6K | 0.01% | −200−7.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,599 | $527.0K | 0.41% | −71−2.7% | Reduced |
| Grey Street Capital, LLC | 2,600 | $527.2K | 0.30% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,604 | $528.0K | 0.06% | +17+0.7% | Added |
| Cantor Fitzgerald, L. P. | 2,620 | $531.3K | 0.01% | −130−4.7% | Reduced |
| Soltis Investment Advisors LLC | 2,621 | $531.5K | 0.07% | +212+8.8% | Added |
| Studio Investment Management LLC | 2,624 | $532.1K | 0.15% | −503−16.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,633 | $533.8K | 0.14% | +74+2.9% | Added |
| Drive Wealth Management, LLC | 2,634 | $534.1K | 0.20% | −298−10.2% | Reduced |
| Malaga Cove Capital, LLC | 2,689 | $545.3K | 0.25% | −142−5.0% | Reduced |
| Knuff & Co LLC | 2,690 | $545.5K | 0.22% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,694 | $546.3K | 0.05% | +287+11.9% | Added |
| New Republic Capital, LLC | 2,693 | $546.5K | 0.45% | +204+8.2% | Added |
| Consolidated Portfolio Review Corp | 2,698 | $547.1K | 0.13% | +88+3.4% | Added |
| Alta Advisers Ltd | 2,700 | $547.5K | 0.32% | 00.0% | Unchanged |
| Golden Green, Inc. | 2,717 | $551.0K | 0.58% | +377+16.1% | Added |
| Relative Value Partners Group, LLC | 2,717 | $551.0K | 0.04% | +2,717 | New |
| Kapstone Financial Advisors LLC | 2,745 | $556.6K | 0.50% | −87−3.1% | Reduced |
| Hill Island Financial LLC | 2,747 | $557.0K | 0.22% | −87−3.1% | Reduced |
| Mathes Company, Inc. | 2,752 | $558.0K | 0.26% | 00.0% | Unchanged |
| Dover Advisors, LLC | 2,758 | $559.3K | 0.57% | +65+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,772 | $562.1K | 0.04% | +516+22.9% | Added |
| TSFG, LLC | 2,777 | $563.0K | 0.20% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,779 | $563.5K | 0.08% | +4+0.1% | Added |
| Blodgett Wealth Advisors, LLC | 2,780 | $563.7K | 0.62% | +50+1.8% | Added |
| FLC Capital Advisors | 2,782 | $564.1K | 0.17% | −114−3.9% | Reduced |
| L2 Asset Management, LLC | 266 | $564.1K | 0.27% | −2,233−89.4% | Reduced |
| Gabelli Funds LLC | 2,800 | $567.8K | 0.00% | −220−7.3% | Reduced |