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
- 2,293
- +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
- 948 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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 14,255 | $2.89M | 0.18% | +2,959+26.2% | Added |
| Callahan Advisors, LLC | 14,193 | $2.88M | 0.36% | +3,039+27.2% | Added |
| Roundview Capital LLC | 14,029 | $2.84M | 0.29% | −627−4.3% | Reduced |
| Geneos Wealth Management Inc. | 14,008 | $2.84M | 0.15% | +1,037+8.0% | Added |
| Harbor Investment Advisory, LLC | 30,624 | $2.84M | 0.37% | −254−0.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 13,930 | $2.82M | 0.45% | +1,185+9.3% | Added |
| Clearstead Advisors, LLC | 13,917 | $2.82M | 0.17% | −119−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 13,915 | $2.82M | 0.09% | +2,198+18.8% | Added |
| Beech Hill Advisors, Inc. | 13,915 | $2.82M | 1.42% | −60−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,395 | $2.82M | 0.48% | −1,001−18.6% | Reduced |
| TKG Advisors, LLC | 13,807 | $2.80M | 1.86% | −228−1.6% | Reduced |
| Cavalier Investments, LLC | 13,797 | $2.80M | 1.09% | +489+3.7% | Added |
| Northcape Capital Pty Ltd | 13,763 | $2.79M | 0.42% | +3,954+40.3% | Added |
| Cutler Group LP | 13,716 | $2.78M | 0.44% | −896−6.1% | Reduced |
| Wunderlich Capital Managemnt | 13,712 | $2.78M | 1.37% | −41−0.3% | Reduced |
| Apollon Wealth Management, LLC | 13,662 | $2.77M | 0.14% | +177+1.3% | Added |
| Hixon Zuercher, LLC | 13,635 | $2.76M | 1.45% | +698+5.4% | Added |
| Allworth Financial LP | 13,633 | $2.76M | 0.02% | +440+3.3% | Added |
| Knollwood Investment Advisory, LLC | 13,630 | $2.76M | 1.29% | +7,300+115.3% | Added |
| Red Door Wealth Management, LLC | 13,594 | $2.76M | 0.69% | −3,321−19.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,586 | $2.75M | 0.13% | +1,039+8.3% | Added |
| PEAK6 Investments LLC | 13,585 | $2.75M | 0.13% | +13,581+339,525.0% | Added |
| NBT Bank N A | 13,577 | $2.75M | 0.26% | −922−6.4% | Reduced |
| Lloyd Advisory Services, LLC. | 13,574 | $2.75M | 0.91% | +13,574 | New |
| Norden Group LLC | 13,574 | $2.75M | 0.91% | +13,574 | New |
| Asset Dedication, LLC | 13,534 | $2.73M | 0.23% | +206+1.5% | Added |
| Equitable Holdings, Inc. | 13,468 | $2.73M | 0.04% | +845+6.7% | Added |
| Independence Bank of Kentucky | 13,398 | $2.72M | 1.15% | −30.0% | Reduced |
| Trust Co of Toledo NA | 13,379 | $2.71M | 0.53% | +530+4.1% | Added |
| Diversified Trust Co | 13,297 | $2.70M | 0.10% | +1,553+13.2% | Added |
| Sturgeon Ventures LLP | 13,292 | $2.70M | 3.55% | +3,805+40.1% | Added |
| Harrell Investment Partners, LLC | 13,191 | $2.69M | 0.92% | +123+0.9% | Added |
| Beck Capital Management, LLC | 13,239 | $2.68M | 1.04% | +4,922+59.2% | Added |
| Birch Hill Investment Advisors LLC | 13,168 | $2.67M | 0.16% | −1,216−8.5% | Reduced |
| Telemus Capital, LLC | 13,127 | $2.66M | 0.25% | −283−2.1% | Reduced |
| Sumitomo Life Insurance Co | 13,109 | $2.66M | 0.07% | −176−1.3% | Reduced |
| Wedmont Private Capital | 12,771 | $2.65M | 0.27% | +1,438+12.7% | Added |
| Laurel Wealth Advisors LLC | 13,003 | $2.64M | 0.56% | −605−4.4% | Reduced |
| Savant Capital, LLC | 12,981 | $2.63M | 0.04% | +416+3.3% | Added |
| Capital Analysts, LLC | 12,975 | $2.63M | 0.15% | +641+5.2% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.63M | 1.22% | 00.0% | Unchanged |
| Savoie Capital LLC | 12,950 | $2.63M | 0.69% | +12,950 | New |
| NFJ Investment Group, LLC | 12,903 | $2.62M | 0.08% | −704−5.2% | Reduced |
| Transcend Wealth Collective, LLC | 12,903 | $2.62M | 0.26% | −305−2.3% | Reduced |
| Icon Advisers Inc | 12,900 | $2.62M | 0.65% | 00.0% | Unchanged |
| Connolly Sarah T. | 12,848 | $2.61M | 1.72% | −625−4.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,825 | $2.60M | 0.42% | −911−6.6% | Reduced |
| Arlington Partners LLC | 12,786 | $2.59M | 1.06% | +12,668+10,735.6% | Added |
| Arlington Trust Co LLC | 12,786 | $2.59M | 1.06% | +12,786 | New |
| Fiduciary Group LLC | 12,765 | $2.59M | 0.33% | −607−4.5% | Reduced |
| Connable Office Inc | 12,639 | $2.56M | 0.35% | +20+0.2% | Added |
| Courier Capital LLC | 12,630 | $2.56M | 0.21% | +1,948+18.2% | Added |
| Clarius Group, LLC | 12,619 | $2.56M | 0.24% | −2,081−14.2% | Reduced |
| SeaCrest Wealth Management, LLC | 12,564 | $2.55M | 0.33% | −156−1.2% | Reduced |
| First Manhattan Co | 12,547 | $2.54M | 0.01% | −499−3.8% | Reduced |
| Coldstream Capital Management Inc | 12,532 | $2.54M | 0.08% | −149−1.2% | Reduced |
| Charter Trust Co | 12,532 | $2.54M | 0.20% | +4,119+49.0% | Added |
| Richelieu Gestion PLC | 12,475 | $2.53M | 2.35% | +2,124+20.5% | Added |
| Garrett Investment Advisors LLC | 12,474 | $2.53M | 0.34% | +213+1.7% | Added |
| Winch Advisory Services, LLC | 12,428 | $2.52M | 0.92% | −195−1.5% | Reduced |
| Wealth Alliance | 12,351 | $2.50M | 0.39% | −57−0.5% | Reduced |
| Churchill Management Corp | 12,323 | $2.50M | 0.04% | +12,323 | New |
| Blackhawk Capital Partners LLC. | 12,289 | $2.49M | 1.82% | +109+0.9% | Added |
| Mark Stevens | 12,209 | $2.48M | 0.33% | −356−2.8% | Reduced |
| Glynn Capital Management LLC | 12,197 | $2.47M | 0.54% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,166 | $2.47M | 0.06% | +773+6.8% | Added |
| Machina Capital S.A.S. | 12,151 | $2.46M | 1.38% | +2,638+27.7% | Added |
| Alps Advisors Inc | 12,140 | $2.46M | 0.02% | −151−1.2% | Reduced |
| Enterprise Bank & Trust Co | 12,089 | $2.45M | 1.01% | −251−2.0% | Reduced |
| Executive Wealth Management, LLC | 12,067 | $2.45M | 0.25% | +273+2.3% | Added |
| Caliber Wealth Management, LLC | 12,052 | $2.44M | 1.64% | +304+2.6% | Added |
| Saxon Interests, Inc. | 12,052 | $2.44M | 1.64% | +12,052 | New |
| Privium Fund Management (UK) Ltd | 12,050 | $2.44M | 1.91% | +2,217+22.5% | Added |
| NBC Securities, Inc. | 12,034 | $2.44M | 0.27% | +12,034 | New |
| CenterBook Partners LP | 12,027 | $2.44M | 0.30% | +4,215+54.0% | Added |
| Nixon Peabody Trust Co | 12,018 | $2.44M | 2.04% | −187−1.5% | Reduced |
| NVWM, LLC | 11,910 | $2.43M | 0.79% | +1,286+12.1% | Added |
| Edgestream Partners, L.P. | 11,961 | $2.43M | 0.19% | −3,464−22.5% | Reduced |
| Modus Advisors, LLC | 11,918 | $2.42M | 1.05% | −8−0.1% | Reduced |
| Ocean Capital Management, LLC | 11,895 | $2.41M | 1.12% | +1,321+12.5% | Added |
| Vident Advisory, LLC | 11,861 | $2.41M | 0.07% | +11,861 | New |
| Advisors Asset Management, Inc. | 11,824 | $2.40M | 0.05% | +401+3.5% | Added |
| Grove Bank & Trust | 11,760 | $2.38M | 0.49% | +1,301+12.4% | Added |
| Qtron Investments LLC | 11,738 | $2.38M | 0.45% | −206−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,708 | $2.37M | 0.06% | +295+2.6% | Added |
| Citizens Business Bank | 11,644 | $2.36M | 0.55% | −829−6.6% | Reduced |
| Waverton Investment Management Ltd | 11,590 | $2.35M | 0.07% | −755−6.1% | Reduced |
| Trust Asset Management LLC | 11,587 | $2.35M | 0.25% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,544 | $2.34M | 0.33% | +228+2.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,550 | $2.33M | 1.25% | −308,257−96.4% | Reduced |
| Centre Asset Management, LLC | 11,499 | $2.33M | 0.57% | −409−3.4% | Reduced |
| Stevens Capital Management LP | 11,486 | $2.33M | 0.67% | +11,486 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,454 | $2.32M | 0.25% | −500−4.2% | Reduced |
| Versor Investments LP | 11,396 | $2.31M | 0.47% | +11,396 | New |
| Ameritas Investment Partners, Inc. | 11,310 | $2.29M | 0.09% | −387−3.3% | Reduced |
| Verde Capital Management | 11,248 | $2.28M | 0.89% | −1,422−11.2% | Reduced |
| Citizens & Northern Corp | 11,176 | $2.27M | 0.91% | −36−0.3% | Reduced |
| Finer Wealth Management, Inc. | 11,171 | $2.27M | 1.81% | +387+3.6% | Added |
| WSFS Capital Management, LLC | 11,169 | $2.26M | 0.15% | +2,899+35.1% | Added |
| Campbell & CO Investment Adviser LLC | 11,122 | $2.26M | 0.27% | +7,135+179.0% | Added |