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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 6,918 | $1.40M | 0.74% | +664+10.6% | Added |
| Stonegate Investment Group, LLC | 6,916 | $1.40M | 0.05% | −24−0.3% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.40M | 2.37% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,895 | $1.40M | 1.23% | +822+13.5% | Added |
| Del-Sette Capital Management, LLC | 6,890 | $1.40M | 1.37% | +3,954+134.7% | Added |
| Jacobi Capital Management LLC | 6,860 | $1.39M | 0.16% | +364+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,839 | $1.39M | 0.03% | −4,024−37.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,840 | $1.39M | 0.06% | −17−0.2% | Reduced |
| Columbia Trust Co 01012016 | 6,831 | $1.39M | 0.80% | +375+5.8% | Added |
| Rathbone Brothers plc | 6,823 | $1.38M | 0.01% | +5,671+492.3% | Added |
| Lake Street Financial LLC | 6,796 | $1.38M | 0.25% | +431+6.8% | Added |
| Redmond Asset Management, LLC | 6,810 | $1.38M | 0.49% | +369+5.7% | Added |
| Capstone Triton Financial Group, LLC | 6,807 | $1.38M | 1.01% | +191+2.9% | Added |
| CoreCap Advisors, LLC | 6,792 | $1.38M | 0.10% | +5,160+316.2% | Added |
| Ibex Wealth Advisors | 6,793 | $1.38M | 0.35% | +6,793 | New |
| TLWM | 6,790 | $1.38M | 0.37% | +217+3.3% | Added |
| IMA Wealth, Inc. | 6,728 | $1.36M | 0.35% | −118−1.7% | Reduced |
| Eagle Strategies LLC | 6,687 | $1.36M | 0.33% | +315+4.9% | Added |
| 1776 Wealth LLC | 6,681 | $1.35M | 0.72% | 00.0% | Unchanged |
| Heritage Trust Co | 6,660 | $1.35M | 0.21% | −220−3.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,657 | $1.35M | 0.38% | +270+4.2% | Added |
| Mission Creek Capital Partners, Inc. | 6,627 | $1.34M | 0.45% | +125+1.9% | Added |
| Moody Lynn & Lieberson, LLC | 6,606 | $1.34M | 0.11% | −15,077−69.5% | Reduced |
| Western Wealth Management, LLC | 6,599 | $1.34M | 0.11% | +373+6.0% | Added |
| Capital Investment Advisors, LLC | 6,584 | $1.34M | 0.04% | +864+15.1% | Added |
| V Wealth Advisors LLC | 6,580 | $1.33M | 1.08% | −4,993−43.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,530 | $1.32M | 0.39% | −325−4.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,514 | $1.32M | 0.16% | −6−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 6,523 | $1.32M | 0.01% | −96−1.5% | Reduced |
| Wealthspire Advisors, LLC | 6,514 | $1.32M | 0.02% | −317−4.6% | Reduced |
| Capital Markets Trading UK LLP | 6,506 | $1.32M | 1.15% | +5,038+343.2% | Added |
| Doliver Advisors, LP | 6,485 | $1.32M | 0.40% | −148−2.2% | Reduced |
| Quantum Private Wealth, LLC | 6,484 | $1.31M | 0.63% | −3,023−31.8% | Reduced |
| Vetamer Capital Management, L.P. | 6,482 | $1.31M | 2.42% | −2,270−25.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,475 | $1.31M | 0.36% | +5,403+504.0% | Added |
| River & Mercantile Asset Management LLP | 6,453 | $1.31M | 0.31% | +493+8.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,425 | $1.30M | 0.75% | −700−9.8% | Reduced |
| Quadrant Capital Group LLC | 6,417 | $1.30M | 0.13% | −401−5.9% | Reduced |
| Segment Wealth Management, LLC | 6,415 | $1.30M | 0.13% | +681+11.9% | Added |
| TRUE Private Wealth Advisors | 6,394 | $1.30M | 0.18% | +122+1.9% | Added |
| Altfest L J & Co Inc | 6,391 | $1.30M | 0.20% | +49+0.8% | Added |
| Cito Capital Group, LLC | 6,350 | $1.29M | 0.62% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,349 | $1.29M | 0.39% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,318 | $1.28M | 0.28% | −94−1.5% | Reduced |
| Atlas Brown,Inc. | 6,316 | $1.28M | 0.58% | +79+1.3% | Added |
| Duality Advisers, LP | 6,278 | $1.27M | 0.15% | +6,278 | New |
| Rossmore Private Capital | 6,257 | $1.27M | 0.19% | −12−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,243 | $1.27M | 0.14% | +4,521+262.5% | Added |
| Ramirez Asset Management, Inc. | 6,236 | $1.26M | 0.27% | +6,236 | New |
| Strategic Advocates LLC | 6,220 | $1.26M | 0.59% | +6,220 | New |
| Arbor Trust Wealth Advisors, LLC | 6,202 | $1.26M | 0.83% | +57+0.9% | Added |
| ProVise Management Group, LLC | 6,199 | $1.26M | 0.12% | +80+1.3% | Added |
| Jamison Private Wealth Management, Inc. | 6,172 | $1.25M | 0.26% | +6,172 | New |
| Leelyn Smith, LLC | 6,128 | $1.24M | 0.30% | −104−1.7% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.23M | 0.25% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 6,063 | $1.23M | 0.36% | +482+8.6% | Added |
| First Pacific Financial | 6,042 | $1.23M | 0.55% | −111−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 6,014 | $1.22M | 0.01% | +112+1.9% | Added |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.22M | 0.16% | 00.0% | Unchanged |
| Conning Inc. | 5,986 | $1.21M | 0.04% | +40+0.7% | Added |
| Plancorp, LLC | 5,986 | $1.21M | 0.06% | +250+4.4% | Added |
| Charter Oak Capital Management, LLC | 5,974 | $1.21M | 0.16% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,973 | $1.21M | 0.21% | +835+16.3% | Added |
| Donaldson Capital Management, LLC | 5,972 | $1.21M | 0.06% | +202+3.5% | Added |
| Joseph Group Capital Management | 5,971 | $1.21M | 0.87% | +227+4.0% | Added |
| Saturna Capital CORP | 5,970 | $1.21M | 0.02% | −50−0.8% | Reduced |
| Werba Rubin Papier Wealth Management | 5,959 | $1.21M | 0.43% | +95+1.6% | Added |
| International Assets Investment Management, LLC | 5,920 | $1.20M | 0.16% | +978+19.8% | Added |
| Scott & Selber, Inc. | 5,900 | $1.20M | 0.49% | −10−0.2% | Reduced |
| RSM US Wealth Management LLC | 5,882 | $1.19M | 0.04% | +175+3.1% | Added |
| Ironwood Investment Management LLC | 5,861 | $1.19M | 0.73% | −40−0.7% | Reduced |
| Riverview Capital Advisers, LLC | 5,844 | $1.19M | 0.52% | −20−0.3% | Reduced |
| Trillium Asset Management, LLC | 5,832 | $1.18M | 0.04% | −174−2.9% | Reduced |
| Chicago Trust Co NA | 5,828 | $1.18M | 0.30% | +42+0.7% | Added |
| Eastover Investment Advisors LLC | 5,820 | $1.18M | 0.71% | +244+4.4% | Added |
| Ashton Thomas Private Wealth, LLC | 5,807 | $1.18M | 0.09% | +1,474+34.0% | Added |
| EFG Asset Management (North America) Corp. | 5,798 | $1.18M | 0.28% | +662+12.9% | Added |
| Balentine LLC | 5,788 | $1.17M | 0.04% | +101+1.8% | Added |
| Archford Capital Strategies, LLC | 5,777 | $1.17M | 0.23% | −160−2.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,748 | $1.17M | 0.40% | +15+0.3% | Added |
| Wade G W & Inc | 5,731 | $1.16M | 0.04% | +1,099+23.7% | Added |
| KRS Capital Management, LLC | 5,716 | $1.16M | 1.24% | +50+0.9% | Added |
| Options Solutions, LLC | 5,711 | $1.16M | 1.33% | −156−2.7% | Reduced |
| Carr Financial Group Corp | 5,573 | $1.16M | 0.46% | +8+0.1% | Added |
| Dearborn Partners LLC | 5,700 | $1.16M | 0.05% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 901,248 | $1.15M | 0.42% | +40.0% | Added |
| Intellectus Partners, LLC | 5,682 | $1.15M | 0.36% | −70−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,680 | $1.15M | 0.12% | −333−5.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,668 | $1.15M | 0.02% | +39+0.7% | Added |
| Sentry Investment Management LLC | 5,656 | $1.15M | 0.55% | +1,707+43.2% | Added |
| Regatta Capital Group, LLC | 5,627 | $1.14M | 0.36% | −70−1.2% | Reduced |
| Alta Wealth Advisors LLC | 5,611 | $1.14M | 0.70% | 00.0% | Unchanged |
| Laffer Tengler Investments | 5,610 | $1.14M | 0.33% | −1,219−17.9% | Reduced |
| Oak Harvest Investment Services | 5,599 | $1.14M | 0.24% | +2,127+61.3% | Added |
| CWA Asset Management Group, LLC | 5,583 | $1.13M | 0.08% | +731+15.1% | Added |
| Synergy Financial Management, LLC | 5,583 | $1.13M | 0.22% | +3,299+144.4% | Added |
| Belpointe Asset Management LLC | 5,578 | $1.13M | 0.12% | +413+8.0% | Added |
| ISAM Funds (UK) Ltd | 5,567 | $1.13M | 0.71% | +5,567 | New |
| Oxler Private Wealth LLC | 5,557 | $1.13M | 0.57% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 5,554 | $1.13M | 0.34% | +142+2.6% | Added |