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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 3,600 | $730.0K | 0.31% | +212+6.3% | Added |
| Salem Investment Counselors Inc | 3,606 | $731.3K | 0.03% | +2,050+131.7% | Added |
| Lokken Investment Group LLC | 3,608 | $731.6K | 0.48% | +30+0.8% | Added |
| Allstate Corp | 3,621 | $734.3K | 0.04% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,650 | $740.1K | 0.83% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,658 | $741.8K | 0.03% | −150−3.9% | Reduced |
| Blueshift Asset Management, LLC | 3,660 | $742.2K | 0.44% | +3,660 | New |
| Ironwood Investment Counsel, LLC | 3,672 | $744.6K | 0.18% | +2,287+165.1% | Added |
| Paradigm Financial Partners, LLC | 3,729 | $745.2K | 0.21% | +127+3.5% | Added |
| Consilium Wealth Advisory, LLC | 3,683 | $746.8K | 0.52% | +314+9.3% | Added |
| Riverview Trust Co | 3,706 | $751.5K | 0.67% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,713 | $752.9K | 0.33% | +34+0.9% | Added |
| Curbstone Financial Management Corp | 3,716 | $753.5K | 0.19% | −100−2.6% | Reduced |
| Evoke Wealth, LLC | 3,716 | $753.5K | 0.03% | +474+14.6% | Added |
| Sky Investment Group LLC | 3,726 | $755.6K | 0.17% | −75−2.0% | Reduced |
| Ropes Wealth Advisors LLC | 3,739 | $758.2K | 0.15% | −120−3.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,740 | $758.4K | 0.12% | +210+5.9% | Added |
| Perennial Investment Advisors, LLC | 3,742 | $758.4K | 0.14% | −386−9.4% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,750 | $760.4K | 0.94% | +250+7.1% | Added |
| Glen Eagle Advisors, LLC | 3,786 | $767.7K | 0.18% | −23−0.6% | Reduced |
| LCM Capital Management Inc | 3,789 | $768.3K | 0.63% | +210+5.9% | Added |
| Harvest Fund Management Co., Ltd | 3,824 | $775.0K | 0.14% | +2,112+123.4% | Added |
| PFG Investments, LLC | 3,839 | $778.5K | 0.15% | −2−0.1% | Reduced |
| Oder Investment Management, LLC | 3,849 | $780.5K | 0.85% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,850 | $780.7K | 0.12% | +828+27.4% | Added |
| Bowman & Co S.C. | 3,858 | $782.3K | 0.62% | +386+11.1% | Added |
| Valley Brook Capital Group | 3,859 | $782.5K | 0.77% | +100+2.7% | Added |
| Augustine Asset Management Inc | 3,867 | $784.1K | 0.36% | −6−0.2% | Reduced |
| Inceptionr LLC | 3,868 | $784.4K | 0.44% | +1,386+55.8% | Added |
| Newman Dignan & Sheerar, Inc. | 3,880 | $786.8K | 0.26% | +26+0.7% | Added |
| Texas Yale Capital Corp. | 3,941 | $799.2K | 0.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,947 | $800.4K | 0.51% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,981 | $807.3K | 0.14% | −155−3.7% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $808.1K | 2.60% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,030 | $817.2K | 0.41% | +230+6.1% | Added |
| Essex Savings Bank | 4,037 | $818.6K | 0.28% | −289−6.7% | Reduced |
| Jmac Enterprises LLC | 4,049 | $821.1K | 0.20% | −34−0.8% | Reduced |
| Meridian Financial Partners LLC | 3,953 | $823.0K | 0.84% | −45−1.1% | Reduced |
| Financial Insights, Inc. | 4,108 | $825.0K | 0.29% | +615+17.6% | Added |
| Northern Oak Wealth Management Inc | 4,075 | $826.3K | 0.10% | +440+12.1% | Added |
| Sage Rhino Capital LLC | 4,085 | $828.4K | 0.23% | +10.0% | Added |
| IFP Advisors, Inc | 4,091 | $829.6K | 0.04% | −3,215−44.0% | Reduced |
| Axq Capital, LP | 4,100 | $831.4K | 0.29% | +4,100 | New |
| Stock Yards Bank & Trust Co | 4,118 | $835.0K | 0.03% | −2,944−41.7% | Reduced |
| 1st Source Bank | 4,131 | $837.7K | 0.06% | −173−4.0% | Reduced |
| PDS Planning, Inc | 4,147 | $840.9K | 0.11% | +91+2.2% | Added |
| Claro Advisors LLC | 4,147 | $840.9K | 0.21% | +357+9.4% | Added |
| MWA Asset Management | 4,155 | $842.5K | 0.81% | +4,155 | New |
| First United Bank Trust | 4,182 | $848.0K | 0.39% | +95+2.3% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $851.7K | 0.16% | +4,200 | New |
| HBK Sorce Advisory LLC | 4,204 | $852.5K | 0.04% | +205+5.1% | Added |
| Intact Investment Management Inc. | 4,210 | $853.7K | 0.04% | −900−17.6% | Reduced |
| 626 Financial, LLC | 4,219 | $855.5K | 0.58% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,230 | $857.8K | 0.57% | +4,230 | New |
| Chemistry Wealth Management LLC | 4,236 | $859.0K | 0.28% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,239 | $859.6K | 0.34% | +538+14.5% | Added |
| Hilltop Holdings Inc. | 4,245 | $860.8K | 0.11% | +629+17.4% | Added |
| Fortitude Advisory Group L.L.C. | 4,254 | $862.6K | 0.58% | −504−10.6% | Reduced |
| Oak Thistle LLC | 4,263 | $864.5K | 0.26% | +4,263 | New |
| Juncture Wealth Strategies, LLC | 4,275 | $866.9K | 0.42% | +1,413+49.4% | Added |
| Silicon Valley Capital Partners | 4,290 | $869.8K | 0.16% | +581+15.7% | Added |
| Investors Research Corp | 4,291 | $870.1K | 0.23% | +4+0.1% | Added |
| Truadvice, LLC | 4,075 | $870.5K | 0.34% | +224+5.8% | Added |
| BFSG, LLC | 4,312 | $874.0K | 0.14% | −155−3.5% | Reduced |
| Catalyst Financial Partners LLC | 4,317 | $875.4K | 0.28% | +891+26.0% | Added |
| Alterity Financial Group, LLC | 4,320 | $876.0K | 1.39% | −2,950−40.6% | Reduced |
| Glenview Trust Co | 4,329 | $877.8K | 0.02% | +555+14.7% | Added |
| Navellier & Associates Inc | 4,330 | $878.0K | 0.15% | +4,330 | New |
| Goodman Advisory Group, LLC | 4,383 | $888.8K | 0.33% | −82−1.8% | Reduced |
| CIC Wealth, LLC | 4,396 | $891.4K | 0.32% | +90+2.1% | Added |
| Strengthening Families & Communities, LLC | 4,401 | $892.0K | 0.39% | +148+3.5% | Added |
| Davenport & Co LLC | 4,411 | $894.5K | 0.01% | +901+25.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,418 | $895.9K | 0.36% | +4,418 | New |
| Brady Family Wealth, LLC | 4,464 | $905.2K | 0.35% | +508+12.8% | Added |
| Platform Technology Partners | 4,473 | $907.0K | 0.42% | +1,012+29.2% | Added |
| Great Lakes Retirement, Inc. | 4,487 | $910.0K | 0.16% | +259+6.1% | Added |
| Brown Capital Management LLC | 4,500 | $912.5K | 0.01% | −295−6.2% | Reduced |
| Monetta Financial Services Inc | 4,500 | $912.5K | 0.99% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,518 | $916.2K | 0.55% | −41−0.9% | Reduced |
| SageView Advisory Group, LLC | 4,522 | $917.0K | 0.05% | +2,077+84.9% | Added |
| Mainstay Capital Management LLC | 4,525 | $917.6K | 0.19% | −1,088−19.4% | Reduced |
| HF Advisory Group, LLC | 4,481 | $918.0K | 0.68% | +720+19.1% | Added |
| Moloney Securities Asset Management, LLC | 4,528 | $918.2K | 0.17% | +448+11.0% | Added |
| Occudo Quantitative Strategies LP | 4,538 | $920.2K | 0.12% | +4,538 | New |
| PSI Advisors, LLC | 4,554 | $923.5K | 0.40% | +122+2.8% | Added |
| Vista Private Wealth Partners. LLC | 4,554 | $925.1K | 0.39% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,567 | $926.1K | 0.25% | −400−8.1% | Reduced |
| Avestar Capital, LLC | 4,574 | $927.5K | 0.14% | +380+9.1% | Added |
| TCG Advisory Services, LLC | 4,576 | $927.9K | 0.14% | +574+14.3% | Added |
| Western Pacific Wealth Management, LP | 4,596 | $932.0K | 0.77% | +65+1.4% | Added |
| Clare Market Investments LLC | 4,605 | $933.8K | 0.37% | −535−10.4% | Reduced |
| HM Payson & Co | 4,613 | $935.4K | 0.02% | +47+1.0% | Added |
| Sherbrooke Park Advisers LLC | 4,629 | $938.7K | 0.30% | +1,729+59.6% | Added |
| Wolff Wiese Magana LLC | 4,636 | $940.1K | 0.76% | −323−6.5% | Reduced |
| Westside Investment Management, Inc. | 4,670 | $947.0K | 0.27% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,684 | $949.8K | 0.10% | +66+1.4% | Added |
| Orion Capital Management LLC | 4,690 | $951.0K | 0.62% | −680−12.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,697 | $952.5K | 0.75% | −81−1.7% | Reduced |
| Little House Capital LLC | 4,697 | $952.5K | 0.39% | +1,902+68.1% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $953.1K | 0.40% | 00.0% | Unchanged |