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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 8,524 | $1.73M | 0.17% | +2,100+32.7% | Added |
| Ronald Blue Trust, Inc. | 8,163 | $1.73M | 0.03% | +590+7.8% | Added |
| Barings LLC | 8,440 | $1.71M | 0.06% | +6,318+297.7% | Added |
| Nikulski Financial, Inc. | 8,428 | $1.71M | 0.71% | +652+8.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,426 | $1.71M | 0.08% | +1,160+16.0% | Added |
| Geneva Capital Management LLC | 8,424 | $1.71M | 0.04% | −234−2.7% | Reduced |
| Optas, LLC | 8,361 | $1.70M | 0.56% | −209−2.4% | Reduced |
| BlueCrest Capital Management Ltd | 8,327 | $1.69M | 0.26% | +6,714+416.2% | Added |
| Pictet Bank & Trust Ltd | 8,318 | $1.69M | 1.81% | −414−4.7% | Reduced |
| Burns J W & Co Inc | 8,316 | $1.69M | 0.27% | +702+9.2% | Added |
| Personal Cfo Solutions, LLC | 8,295 | $1.68M | 0.33% | +793+10.6% | Added |
| TD Private Client Wealth LLC | 8,287 | $1.68M | 0.07% | −1,497−15.3% | Reduced |
| Hudson Canyon Capital Management | 8,258 | $1.67M | 1.37% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 8,233 | $1.67M | 0.93% | −4,777−36.7% | Reduced |
| Birinyi Associates Inc | 8,190 | $1.66M | 0.66% | +350+4.5% | Added |
| Thrive Wealth Management, LLC | 8,181 | $1.66M | 0.44% | +2,560+45.5% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 8,177 | $1.66M | 0.76% | +1,056+14.8% | Added |
| Financial Engines Advisors L.L.C. | 8,127 | $1.65M | 0.00% | +71+0.9% | Added |
| VeraBank, N.A. | 8,104 | $1.64M | 0.63% | −72−0.9% | Reduced |
| Forum Financial Management, LP | 8,099 | $1.64M | 0.04% | +136+1.7% | Added |
| Navalign, LLC | 8,096 | $1.64M | 0.62% | −184−2.2% | Reduced |
| Resources Management Corp | 8,088 | $1.64M | 0.27% | +97+1.2% | Added |
| Lazari Capital Management, Inc. | 8,082 | $1.64M | 0.98% | −141−1.7% | Reduced |
| IHT Wealth Management, LLC | 8,078 | $1.64M | 0.08% | +152+1.9% | Added |
| GraniteShares Advisors LLC | 8,060 | $1.63M | 1.52% | +5,374+200.1% | Added |
| Edge Capital Group, LLC | 8,039 | $1.63M | 0.11% | −28−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 8,032 | $1.63M | 0.04% | +511+6.8% | Added |
| Wealth Management Partners, LLC | 8,030 | $1.63M | 1.02% | +640+8.7% | Added |
| Missouri Trust & Investment Co | 8,009 | $1.62M | 0.73% | +1,172+17.1% | Added |
| Global Endowment Management, LP | 8,002 | $1.62M | 0.17% | +8,002 | New |
| J.W. Cole Advisors, Inc. | 8,001 | $1.62M | 0.12% | −6,019−42.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.62M | 0.61% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,994 | $1.62M | 0.21% | +6,229+352.9% | Added |
| Nicholas Investment Partners, LP | 7,963 | $1.61M | 0.12% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 7,958 | $1.61M | 0.25% | +70+0.9% | Added |
| South Dakota Investment Council | 7,937 | $1.61M | 0.04% | +37+0.5% | Added |
| TrinityPoint Wealth, LLC | 7,903 | $1.60M | 0.32% | −628−7.4% | Reduced |
| Berkshire Bank | 7,899 | $1.60M | 0.46% | +58+0.7% | Added |
| Waldron Private Wealth LLC | 7,867 | $1.60M | 0.08% | −65−0.8% | Reduced |
| Roman Butler Fullerton & Co | 7,776 | $1.59M | 0.75% | −530−6.4% | Reduced |
| Field & Main Bank | 7,797 | $1.58M | 0.74% | −280−3.5% | Reduced |
| F/M Investments LLC | 7,749 | $1.57M | 1.17% | −555−6.7% | Reduced |
| Norway Savings Bank | 7,746 | $1.57M | 0.77% | +320+4.3% | Added |
| Beck Bode, LLC | 7,714 | $1.56M | 0.40% | −183−2.3% | Reduced |
| Investment Management Corp of Ontario | 7,710 | $1.56M | 0.06% | −2,793−26.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $1.54M | 1.28% | −1,640−21.9% | Reduced |
| Grandview Asset Management LLC | 7,605 | $1.54M | 0.88% | −524−6.4% | Reduced |
| WP Advisors, LLC | 7,602 | $1.54M | 0.64% | −23−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 7,578 | $1.54M | 0.35% | −22−0.3% | Reduced |
| Cypress Capital Group | 7,574 | $1.54M | 0.22% | −34−0.4% | Reduced |
| V-Square Quantitative Management LLC | 7,573 | $1.54M | 0.68% | +1,295+20.6% | Added |
| Intrust Bank NA | 7,560 | $1.53M | 0.20% | +6+0.1% | Added |
| Prana Capital Management, LP | 7,556 | $1.53M | 0.10% | −633−7.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,541 | $1.53M | 0.21% | +685+10.0% | Added |
| Financial Advocates Investment Management | 7,531 | $1.53M | 0.11% | −122−1.6% | Reduced |
| Patton Fund Management, Inc. | 7,503 | $1.52M | 0.41% | −5,058−40.3% | Reduced |
| Steinberg Asset Management LLC | 7,496 | $1.52M | 1.35% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 7,475 | $1.52M | 1.00% | +7,475 | Added |
| Renasant Bank | 7,476 | $1.52M | 1.28% | +3,020+67.8% | Added |
| Bay Rivers Group | 7,459 | $1.51M | 1.16% | +239+3.3% | Added |
| Ascent Wealth Partners, LLC | 7,457 | $1.51M | 0.28% | +20.0% | Added |
| AMG National Trust Bank | 7,447 | $1.51M | 0.05% | +2,500+50.5% | Added |
| Aviance Capital Partners, LLC | 7,416 | $1.50M | 0.34% | −1,018−12.1% | Reduced |
| M&R Capital Management Inc | 7,407 | $1.50M | 0.41% | +901+13.8% | Added |
| Sciencast Management LP | 7,401 | $1.50M | 0.68% | +1,920+35.0% | Added |
| Sound View Wealth Advisors Group, LLC | 7,397 | $1.50M | 0.19% | +7+0.1% | Added |
| Teamwork Financial Advisors, LLC | 7,396 | $1.50M | 0.24% | +7,396 | New |
| Chickasaw Capital Management LLC | 7,384 | $1.50M | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 7,351 | $1.49M | 0.32% | +27+0.4% | Added |
| Wolf Group Capital Advisors | 7,319 | $1.48M | 0.70% | −215−2.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 7,311 | $1.48M | 1.03% | −6−0.1% | Reduced |
| Rosenbaum Jay D. | 7,305 | $1.48M | 2.48% | −45−0.6% | Reduced |
| Albion Financial Group | 7,273 | $1.47M | 0.14% | +1,540+26.9% | Added |
| Camarda Financial Advisors, LLC | 7,242 | $1.47M | 0.95% | +674+10.3% | Added |
| Americana Partners, LLC | 7,387 | $1.46M | 0.16% | +3,782+104.9% | Added |
| Pinnacle Wealth Management, LLC | 7,209 | $1.46M | 1.77% | +7,209 | New |
| Amica Retiree Medical Trust | 7,205 | $1.46M | 1.72% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 7,200 | $1.46M | 0.53% | −11,307−61.1% | Reduced |
| Cardiff Park Advisors, LLC | 7,199 | $1.46M | 0.18% | +7,199 | New |
| Elmwood Wealth Management, Inc. | 7,189 | $1.46M | 0.70% | −30−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,161 | $1.46M | 0.07% | +5,471+323.7% | Added |
| Schmidt P J Investment Management Inc | 6,986 | $1.46M | 0.31% | −79−1.1% | Reduced |
| Kaizen Financial Strategies | 7,167 | $1.45M | 1.23% | −265−3.6% | Reduced |
| Bristlecone Advisors, LLC | 7,161 | $1.45M | 0.16% | −73−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 7,120 | $1.44M | 0.63% | −9−0.1% | Reduced |
| Global Retirement Partners, LLC | 7,151 | $1.44M | 0.07% | +161+2.3% | Added |
| Bard Financial Services, Inc. | 7,095 | $1.44M | 0.18% | +210+3.1% | Added |
| Koshinski Asset Management, Inc. | 7,086 | $1.44M | 0.17% | −75−1.0% | Reduced |
| Morse Asset Management, Inc | 7,069 | $1.43M | 0.45% | +990+16.3% | Added |
| Wrapmanager Inc | 7,066 | $1.43M | 0.46% | −1,571−18.2% | Reduced |
| Fred Alger Management, LLC | 7,053 | $1.43M | 0.01% | −237,009−97.1% | Reduced |
| Chicago Partners Investment Group LLC | 7,065 | $1.43M | 0.08% | +454+6.9% | Added |
| Camden Capital, LLC | 7,027 | $1.42M | 0.17% | +1,681+31.4% | Added |
| Tiedemann Advisors, LLC | 7,018 | $1.42M | 0.06% | −149−2.1% | Reduced |
| Walleye Trading LLC | 6,979 | $1.42M | 0.03% | +6,979 | New |
| First County Bank | 6,973 | $1.41M | 0.74% | +480+7.4% | Added |
| Charter Research & Investment Group, Inc. | 6,972 | $1.41M | 1.27% | −325−4.5% | Reduced |
| Northstar Group, Inc. | 6,966 | $1.41M | 0.33% | −56−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,957 | $1.41M | 0.10% | +66+1.0% | Added |
| EPG Wealth Management LLC | 6,948 | $1.41M | 0.42% | −27−0.4% | Reduced |