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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 11,103 | $2.25M | 0.09% | +1,909+20.8% | Added |
| We Are One Seven, LLC | 11,085 | $2.25M | 0.18% | +1,296+13.2% | Added |
| Lake Street Advisors Group, LLC | 11,065 | $2.24M | 0.13% | +444+4.2% | Added |
| Hancock Whitney Corp | 11,060 | $2.24M | 0.09% | +1,078+10.8% | Added |
| Insigneo Advisory Services, LLC | 11,008 | $2.23M | 0.45% | −1,084−9.0% | Reduced |
| Ally Financial Inc. | 11,000 | $2.23M | 0.33% | −49,000−81.7% | Reduced |
| Green Harvest Asset Management LLC | 10,968 | $2.22M | 0.08% | −20−0.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 10,940 | $2.22M | 0.17% | +2,864+35.5% | Added |
| Herbst Group, LLC | 10,905 | $2.21M | 1.58% | +600+5.8% | Added |
| Ardsley Advisory Partners LP | 10,900 | $2.21M | 0.60% | +10,900 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10,890 | $2.21M | 0.05% | −2,769−20.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $2.21M | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 10,879 | $2.21M | 0.08% | +17+0.2% | Added |
| 180 Wealth Advisors, LLC | 10,872 | $2.20M | 0.50% | +1,175+12.1% | Added |
| Gyroscope Capital Management Group, LLC | 10,867 | $2.20M | 0.51% | +9,267+579.2% | Added |
| Kampmann Melissa S. | 10,855 | $2.20M | 2.12% | +10,855 | New |
| Atlantic Union Bankshares Corp | 10,837 | $2.20M | 0.23% | −1,461−11.9% | Reduced |
| Roberts Wealth Advisors, LLC | 10,522 | $2.19M | 0.96% | +91+0.9% | Added |
| Meeder Advisory Services, Inc. | 10,803 | $2.19M | 0.28% | −1,592−12.8% | Reduced |
| Duff & Phelps Investment Management Co | 10,763 | $2.18M | 0.03% | −162−1.5% | Reduced |
| Axxcess Wealth Management, LLC | 10,746 | $2.18M | 0.07% | +4,843+82.0% | Added |
| Legacy Private Trust Co. | 10,717 | $2.17M | 0.19% | +336+3.2% | Added |
| BNC Wealth Management, LLC | 10,647 | $2.16M | 1.16% | +10,647 | New |
| Two Sigma Investments, LP | 10,633 | $2.16M | 0.01% | +33+0.3% | Added |
| Canal Capital Management, LLC | 10,613 | $2.15M | 0.44% | −310−2.8% | Reduced |
| Choate Investment Advisors | 10,613 | $2.15M | 0.08% | +8,199+339.6% | Added |
| Cable Hill Partners, LLC | 10,596 | $2.15M | 0.29% | −2,085−16.4% | Reduced |
| MUFG Securities EMEA plc | 10,590 | $2.15M | 0.23% | +665+6.7% | Added |
| Trivant Custom Portfolio Group, LLC | 10,546 | $2.14M | 1.57% | +62+0.6% | Added |
| Sunbelt Securities, Inc. | 10,537 | $2.14M | 0.30% | −372−3.4% | Reduced |
| HighVista Strategies LLC | 10,479 | $2.12M | 0.98% | −3,600−25.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,475 | $2.12M | 0.57% | −300−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 10,473 | $2.12M | 0.28% | −137−1.3% | Reduced |
| Graypoint LLC | 10,468 | $2.12M | 0.20% | +634+6.4% | Added |
| Baystate Wealth Management LLC | 10,457 | $2.12M | 0.17% | +1,332+14.6% | Added |
| Midwest Professional Planners, LTD. | 10,388 | $2.11M | 0.95% | +1,474+16.5% | Added |
| Boltwood Capital Management | 10,371 | $2.10M | 0.78% | −160−1.5% | Reduced |
| Cornercap Investment Counsel Inc | 10,347 | $2.10M | 0.38% | +338+3.4% | Added |
| Chase Investment Counsel Corp | 10,341 | $2.10M | 1.05% | −10,934−51.4% | Reduced |
| Flagship Harbor Advisors, LLC | 10,323 | $2.09M | 0.17% | −98−0.9% | Reduced |
| Ritholtz Wealth Management | 10,307 | $2.09M | 0.09% | +583+6.0% | Added |
| Welch & Forbes LLC | 10,259 | $2.08M | 0.03% | +88+0.9% | Added |
| Cigna Investments Inc | 10,198 | $2.07M | 0.48% | −1,396−12.0% | Reduced |
| GPM Growth Investors, Inc. | 10,176 | $2.06M | 1.08% | −138−1.3% | Reduced |
| Sculati Wealth Management, LLC | 10,176 | $2.06M | 1.05% | +482+5.0% | Added |
| Cohen Investment Advisors LLC | 10,146 | $2.06M | 1.65% | −122−1.2% | Reduced |
| iA Global Asset Management Inc. | 10,110 | $2.05M | 0.05% | +1,061+11.7% | Added |
| Cumberland Partners Ltd | 10,100 | $2.05M | 0.20% | +1,750+21.0% | Added |
| Consolidated Planning Corp | 10,061 | $2.04M | 0.45% | +10,061 | New |
| Northstar Advisory Group, LLC | 10,025 | $2.03M | 1.48% | −1,087−9.8% | Reduced |
| Noked Israel Ltd | 10,000 | $2.03M | 0.62% | −41,980−80.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $2.03M | 1.43% | +5,000+100.0% | Added |
| Acorn Financial Advisory Services Inc | 9,945 | $2.02M | 0.36% | −101−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 9,940 | $2.02M | 1.08% | −15−0.2% | Reduced |
| Atlantic Trust, LLC | 9,936 | $2.01M | 0.66% | +1,122+12.7% | Added |
| Stamos Capital Partners, L.P. | 9,920 | $2.01M | 0.45% | +610+6.6% | Added |
| Horizon Investment Services, LLC | 9,887 | $2.00M | 1.21% | +9,887 | New |
| Vestmark Advisory Solutions, Inc. | 9,850 | $2.00M | 0.15% | −21,152−68.2% | Reduced |
| Delta Investment Management, LLC | 9,849 | $2.00M | 0.55% | +8,545+655.3% | Added |
| Alphadyne Asset Management LP | 9,751 | $1.98M | 0.95% | +7,756+388.8% | Added |
| Arthur M. Cohen & Associates, LLC | 9,684 | $1.96M | 0.50% | +25+0.3% | Added |
| Institute for Wealth Management, LLC. | 9,651 | $1.96M | 0.36% | −199−2.0% | Reduced |
| Centiva Capital, LP | 9,612 | $1.95M | 0.10% | −12,290−56.1% | Reduced |
| Centaurus Financial, Inc. | 9,600 | $1.95M | 0.17% | −2,738−22.2% | Reduced |
| NorthRock Partners, LLC | 9,585 | $1.94M | 0.20% | +4,023+72.3% | Added |
| Fukoku Mutual Life Insurance Co | 9,484 | $1.92M | 0.18% | +3,179+50.4% | Added |
| Aft, Forsyth & Company, Inc. | 9,442 | $1.91M | 1.41% | +245+2.7% | Added |
| Pinnacle Holdings, LLC | 9,410 | $1.91M | 0.89% | −1,062−10.1% | Reduced |
| Wintrust Investments LLC | 9,388 | $1.90M | 0.20% | +1,965+26.5% | Added |
| Ingalls & Snyder LLC | 9,380 | $1.90M | 0.09% | −643−6.4% | Reduced |
| Old North State Wealth Management, LLC | 9,378 | $1.90M | 1.67% | +75+0.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9,328 | $1.90M | 0.96% | +900+10.7% | Added |
| Jackson Hole Capital Partners, LLC | 9,339 | $1.89M | 0.55% | −831−8.2% | Reduced |
| TriaGen Wealth Management LLC | 9,288 | $1.88M | 0.96% | +9,288 | New |
| Fulton Bank, N.A. | 9,279 | $1.88M | 0.09% | −92−1.0% | Reduced |
| Aspiriant, LLC | 9,264 | $1.88M | 0.10% | −3,181−25.6% | Reduced |
| Meitav Dash Investments Ltd | 9,238 | $1.88M | 0.03% | −4,911−34.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 9,227 | $1.87M | 0.40% | +863+10.3% | Added |
| Atom Investors LP | 9,195 | $1.86M | 0.43% | +4,230+85.2% | Added |
| Oak Harbor Wealth Partners, LLC | 9,176 | $1.86M | 0.66% | +119+1.3% | Added |
| Triangle Securities Wealth Management | 9,144 | $1.85M | 0.66% | +12+0.1% | Added |
| Nilsine Partners, LLC | 9,085 | $1.84M | 0.28% | +1,226+15.6% | Added |
| Principle Wealth Partners LLC | 9,068 | $1.84M | 0.18% | +283+3.2% | Added |
| Teza Capital Management LLC | 8,965 | $1.82M | 0.30% | +7,584+549.2% | Added |
| Modera Wealth Management, LLC | 8,949 | $1.81M | 0.03% | +2,319+35.0% | Added |
| Beaumont Asset Management, L.L.C. | 8,862 | $1.80M | 1.48% | −64−0.7% | Reduced |
| Park Place Capital Corp | 8,855 | $1.80M | 0.53% | +2,285+34.8% | Added |
| G&S Capital LLC | 8,849 | $1.79M | 0.91% | −70−0.8% | Reduced |
| E Fund Management Co., Ltd. | 8,843 | $1.79M | 0.14% | −543−5.8% | Reduced |
| Bangor Savings Bank | 8,840 | $1.79M | 0.21% | −131−1.5% | Reduced |
| Private Trust Co NA | 8,837 | $1.79M | 0.24% | −43−0.5% | Reduced |
| Bridgewater Associates, LP | 8,827 | $1.79M | 0.01% | +937+11.9% | Added |
| Nicolet Bankshares Inc | 8,751 | $1.77M | 0.54% | −4,569−34.3% | Reduced |
| Ascent Group, LLC | 8,392 | $1.76M | 0.19% | +4,027+92.3% | Added |
| L.M. Kohn & Company | 8,652 | $1.75M | 0.64% | +20+0.2% | Added |
| Gs Investments, Inc. | 8,648 | $1.75M | 1.00% | −45−0.5% | Reduced |
| Bell Bank | 8,645 | $1.75M | 0.19% | −82−0.9% | Reduced |
| Summit Financial, LLC | 8,614 | $1.75M | 0.13% | −7,269−45.8% | Reduced |
| United Bank | 8,583 | $1.74M | 1.04% | −178−2.0% | Reduced |
| Harvey Capital Management Inc | 8,575 | $1.74M | 0.61% | −50−0.6% | Reduced |