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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 2,803 | $568.4K | 0.49% | −81−2.8% | Reduced |
| Smithfield Trust Co | 2,832 | $570.0K | 0.04% | +347+14.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,827 | $570.0K | 0.42% | +367+14.9% | Added |
| EPIQ Capital Group, LLC | 2,815 | $570.8K | 0.31% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,816 | $571.0K | 0.07% | −345−10.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,816 | $571.0K | 0.07% | −104−3.6% | Reduced |
| S&CO Inc | 2,821 | $572.0K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 2,832 | $574.3K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,865 | $581.0K | 0.09% | +363+14.5% | Added |
| TFG Advisers LLC | 2,872 | $582.4K | 0.27% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,876 | $583.0K | 0.05% | −5−0.2% | Reduced |
| Aspire Private Capital, LLC | 2,881 | $584.2K | 0.19% | +43+1.5% | Added |
| Sage Mountain Advisors LLC | 2,881 | $584.2K | 0.08% | +483+20.1% | Added |
| FineMark National Bank & Trust | 2,883 | $584.6K | 0.03% | −81−2.7% | Reduced |
| Simon Quick Advisors, LLC | 2,885 | $585.0K | 0.06% | +265+10.1% | Added |
| Parkside Financial Bank & Trust | 2,886 | $585.2K | 0.14% | +128+4.6% | Added |
| First Foundation Advisors | 2,888 | $585.6K | 0.03% | +246+9.3% | Added |
| Osterweis Capital Management Inc | 2,898 | $587.7K | 0.04% | −385−11.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,898 | $587.7K | 0.04% | −92−3.1% | Reduced |
| ORG Partners LLC | 2,903 | $588.6K | 0.17% | −224−7.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,905 | $589.0K | 0.14% | −4,706−61.8% | Reduced |
| Anchor Investment Management, LLC | 2,906 | $589.3K | 0.08% | +378+15.0% | Added |
| Icapital Wealth LLC | 2,909 | $589.9K | 0.42% | −10−0.3% | Reduced |
| Tranquility Partners, LLC | 2,923 | $592.7K | 0.25% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $592.9K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 2,935 | $595.2K | 0.45% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,947 | $597.6K | 0.31% | +2,947 | New |
| Newbridge Financial Services Group, Inc. | 2,958 | $599.8K | 0.30% | +215+7.8% | Added |
| Sterling Investment Counsel, LLC | 2,977 | $603.7K | 0.35% | −29−1.0% | Reduced |
| Citizens Financial Group Inc | 2,989 | $606.1K | 0.02% | +445+17.5% | Added |
| V2 Financial group LLC | 2,990 | $606.3K | 0.45% | +200+7.2% | Added |
| Gryphon Financial Partners LLC | 2,990 | $606.3K | 0.14% | −61−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 2,870 | $606.3K | 0.14% | −40−1.4% | Reduced |
| Strategy Asset Managers LLC | 2,998 | $607.9K | 0.16% | +801+36.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,000 | $608.0K | 0.10% | +2,000+200.0% | Added |
| State of Wyoming | 3,000 | $608.3K | 0.13% | +1,467+95.7% | Added |
| North Fourth Asset Management, LP | 3,000 | $608.3K | 0.87% | +3,000 | New |
| XTX Topco Ltd | 3,006 | $609.6K | 0.10% | −6,305−67.7% | Reduced |
| Janney Capital Management LLC | 3,012 | $611.0K | 0.05% | +99+3.4% | Added |
| Probity Advisors, Inc. | 3,015 | $611.4K | 0.14% | −82−2.6% | Reduced |
| Legacy Advisors, LLC | 3,024 | $613.2K | 0.10% | +154+5.4% | Added |
| Montag A & Associates Inc | 3,031 | $614.6K | 0.04% | +622+25.8% | Added |
| Corvex Management LP | 3,032 | $614.8K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,040 | $616.5K | 0.21% | +211+7.5% | Added |
| BSW Wealth Partners | 3,049 | $618.3K | 0.14% | +610+25.0% | Added |
| Concord Wealth Partners | 3,060 | $620.5K | 0.13% | +1,813+145.4% | Added |
| Greystone Financial Group, LLC | 3,061 | $620.7K | 0.15% | +804+35.6% | Added |
| Avitas Wealth Management LLC | 3,069 | $622.3K | 0.12% | −1,054−25.6% | Reduced |
| Shariaportfolio, Inc. | 3,070 | $623.0K | 0.49% | +3,070 | New |
| Congress Park Capital LLC | 3,080 | $624.6K | 0.36% | −25−0.8% | Reduced |
| Shikiar Asset Management Inc | 3,080 | $625.0K | 0.22% | −2,060−40.1% | Reduced |
| Baron Wealth Management LLC | 3,083 | $625.2K | 0.40% | +10+0.3% | Added |
| Convergence Investment Partners, LLC | 3,099 | $628.0K | 0.37% | +69+2.3% | Added |
| Watershed Private Wealth LLC | 3,106 | $629.8K | 0.39% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,138 | $637.3K | 0.51% | +579+22.6% | Added |
| Alpha Cubed Investments, LLC | 3,159 | $640.6K | 0.04% | +523+19.8% | Added |
| Lineweaver Wealth Advisors, LLC | 3,169 | $642.6K | 0.19% | +1,443+83.6% | Added |
| Greenup Street Wealth Management LLC | 3,171 | $643.0K | 0.21% | +3,171 | New |
| OneAscent Financial Services LLC | 3,173 | $643.0K | 0.17% | +339+12.0% | Added |
| Bridges Investment Management Inc | 3,174 | $643.6K | 0.02% | −1,295−29.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,175 | $643.9K | 0.15% | +7+0.2% | Added |
| Visionary Wealth Advisors | 3,178 | $644.4K | 0.05% | −59−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,193 | $647.5K | 0.13% | +231+7.8% | Added |
| Vista Wealth Management Group, LLC | 3,208 | $650.5K | 0.06% | +815+34.1% | Added |
| American National Bank | 3,215 | $651.9K | 0.11% | +30+0.9% | Added |
| Davis R M Inc | 3,213 | $652.0K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,221 | $653.2K | 0.58% | +12+0.4% | Added |
| Magnolia Capital Advisors LLC | 3,283 | $654.2K | 0.63% | +7+0.2% | Added |
| Dudley Capital Management, LLC | 3,227 | $654.4K | 0.46% | +115+3.7% | Added |
| Israel Discount Bank of New York | 3,232 | $655.4K | 0.54% | −35−1.1% | Reduced |
| Sonora Investment Management Group, LLC | 3,258 | $660.7K | 0.06% | +267+8.9% | Added |
| Lingohr & Partner Asset Management GmbH | 3,261 | $661.0K | 1.71% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,268 | $662.7K | 0.13% | −157−4.6% | Reduced |
| Virtus ETF Advisers LLC | 3,276 | $664.3K | 0.40% | −640−16.3% | Reduced |
| Viawealth, LLC | 3,289 | $666.9K | 0.49% | 00.0% | Unchanged |
| Proequities, Inc. | 3,293 | $667.8K | 0.05% | −427−11.5% | Reduced |
| Fort Point Capital Partners LLC | 3,298 | $668.8K | 0.11% | +49+1.5% | Added |
| Community Bank & Trust, Waco, Texas | 4,659 | $670.0K | 0.24% | +815+21.2% | Added |
| XML Financial, LLC | 3,307 | $670.6K | 0.08% | +110+3.4% | Added |
| Founders Financial Securities LLC | 3,314 | $672.0K | 0.09% | +226+7.3% | Added |
| Staley Capital Advisers Inc | 3,315 | $672.2K | 0.04% | +18+0.5% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $672.8K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,323 | $673.8K | 0.64% | −100−2.9% | Reduced |
| First National Bank | 3,340 | $677.3K | 0.59% | −63−1.9% | Reduced |
| GFG Capital, LLC | 3,352 | $679.8K | 0.22% | −31−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,370 | $683.4K | 0.10% | −39−1.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,384 | $686.2K | 0.28% | −213−5.9% | Reduced |
| Symmetry Partners, LLC | 3,397 | $689.0K | 0.04% | −413−10.8% | Reduced |
| Calamos Wealth Management LLC | 3,412 | $691.9K | 0.05% | +55+1.6% | Added |
| Kraematon Investment Advisors, Inc | 3,416 | $692.7K | 0.85% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,438 | $697.2K | 0.10% | +696+25.4% | Added |
| CFO4Life Group, LLC | 3,445 | $698.6K | 0.16% | +3,445 | New |
| Tectonic Advisors LLC | 3,469 | $703.4K | 0.07% | −15−0.4% | Reduced |
| Bank of Hawaii | 3,490 | $707.7K | 0.04% | −1,792−33.9% | Reduced |
| InterOcean Capital Group, LLC | 3,493 | $708.3K | 0.02% | +440+14.4% | Added |
| KG&L Capital Management,LLC | 3,507 | $711.1K | 0.34% | −581−14.2% | Reduced |
| Cinctive Capital Management LP | 3,549 | $719.7K | 0.04% | +3,549 | New |
| Ipswich Investment Management Co., Inc. | 3,570 | $723.9K | 0.20% | −31−0.9% | Reduced |
| Credential Qtrade Securities Inc. | 3,580 | $726.0K | 0.05% | −44−1.2% | Reduced |
| Advisors Capital Management, LLC | 3,602 | $730.0K | 0.02% | +2,521+233.2% | Added |