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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 5,552 | $1.13M | 0.49% | −20−0.4% | Reduced |
| Lindbrook Capital, LLC | 5,531 | $1.12M | 0.13% | −1,251−18.4% | Reduced |
| Legal Advantage Investments, Inc. | 5,531 | $1.12M | 0.80% | −34−0.6% | Reduced |
| RMR Wealth Builders | 5,529 | $1.12M | 0.18% | +1,941+54.1% | Added |
| Cynosure Management, LLC | 5,527 | $1.12M | 0.34% | −693−11.1% | Reduced |
| Aptus Capital Advisors, LLC | 5,517 | $1.12M | 0.03% | +3,370+157.0% | Added |
| KPP Advisory Services LLC | 5,517 | $1.12M | 0.37% | +5,517 | New |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.12M | 0.34% | +5,500 | New |
| GPS Wealth Strategies Group, LLC | 5,490 | $1.11M | 0.21% | +759+16.0% | Added |
| St. Johns Investment Management Company, LLC | 5,476 | $1.11M | 0.63% | −58−1.0% | Reduced |
| Country Club Bank | 5,446 | $1.11M | 0.09% | −332−5.7% | Reduced |
| Cornerstone National Bank & Trust Co | 5,421 | $1.10M | 0.68% | −76−1.4% | Reduced |
| CX Institutional | 5,413 | $1.10M | 0.06% | −114−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 5,413 | $1.10M | 0.11% | −35−0.6% | Reduced |
| Laidlaw Wealth Management LLC | 5,403 | $1.10M | 0.36% | −113−2.0% | Reduced |
| Wealthsource Partners, LLC | 5,365 | $1.09M | 0.07% | −37−0.7% | Reduced |
| Arrowroot Family Office, LLC | 5,357 | $1.09M | 0.86% | −1,430−21.1% | Reduced |
| Garda Capital Partners LP | 5,356 | $1.09M | 0.69% | +5,356 | New |
| Congress Wealth Management LLC | 5,353 | $1.09M | 0.02% | +1,779+49.8% | Added |
| Ballast, Inc. | 5,350 | $1.08M | 0.43% | −278−4.9% | Reduced |
| Keel Point, LLC | 5,343 | $1.08M | 0.15% | +2,740+105.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 5,313 | $1.08M | 0.03% | +1,557+41.5% | Added |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.08M | 0.77% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,325 | $1.08M | 0.37% | +148+2.9% | Added |
| Rehmann Capital Advisory Group | 5,307 | $1.08M | 0.10% | −149−2.7% | Reduced |
| Gilbert & Cook, Inc. | 5,293 | $1.07M | 0.17% | +2,026+62.0% | Added |
| World Equity Group, Inc. | 5,243 | $1.07M | 0.22% | +133+2.6% | Added |
| Bridgefront Capital, LLC | 5,271 | $1.07M | 0.75% | +2,334+79.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,270 | $1.07M | 0.04% | +1,685+47.0% | Added |
| Three Seasons Wealth, LLC | 5,252 | $1.07M | 1.05% | +5,252 | New |
| Strategic Investment Solutions, Inc. | 4,914 | $1.06M | 0.01% | +4,836+6,200.0% | Added |
| David Loasby | 5,256 | $1.06M | 0.12% | +1,605+44.0% | Added |
| 9258 Wealth Management, LLC | 5,230 | $1.06M | 0.21% | +222+4.4% | Added |
| Keeler Thomas Management LLC | 5,243 | $1.06M | 0.39% | −712−12.0% | Reduced |
| Strategic Investment Advisors | 5,216 | $1.06M | 0.17% | −90−1.7% | Reduced |
| Naviter Wealth, LLC | 5,194 | $1.05M | 0.25% | +139+2.7% | Added |
| RFG Advisory, LLC | 5,187 | $1.05M | 0.05% | +224+4.5% | Added |
| Farther Finance Advisors, LLC | 5,184 | $1.05M | 0.17% | +1,279+32.8% | Added |
| Prudent Man Advisors, LLC | 5,170 | $1.05M | 0.42% | −106−2.0% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.05M | 3.19% | 00.0% | Unchanged |
| Syon Capital LLC | 5,166 | $1.05M | 0.13% | +5,166 | New |
| Jump Financial, LLC | 5,158 | $1.05M | 0.04% | −10,805−67.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,137 | $1.04M | 0.17% | −97−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 5,137 | $1.04M | 0.04% | −59−1.1% | Reduced |
| Aldebaran Financial Inc. | 5,129 | $1.04M | 1.70% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 5,118 | $1.04M | 0.47% | −83−1.6% | Reduced |
| Lumina Fund Management LLC | 5,100 | $1.03M | 0.50% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 5,081 | $1.03M | 0.69% | −78−1.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,059 | $1.03M | 0.36% | −70−1.4% | Reduced |
| Wallace Advisory Group, LLC | 4,851 | $1.02M | 0.74% | −1,384−22.2% | Reduced |
| Guerra Pan Advisors, LLC | 5,046 | $1.02M | 1.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,045 | $1.02M | 0.08% | +35+0.7% | Added |
| VELA Investment Management, LLC | 5,040 | $1.02M | 0.45% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,029 | $1.02M | 1.17% | −222−4.2% | Reduced |
| Winton Group Ltd | 5,004 | $1.01M | 0.08% | +1,138+29.4% | Added |
| DB Fitzpatrick & Co, Inc | 4,998 | $1.01M | 1.08% | −2,821−36.1% | Reduced |
| StoneX Group Inc. | 4,988 | $1.01M | 0.11% | +9+0.2% | Added |
| Legacy Bridge, LLC | 4,974 | $1.01M | 0.72% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,970 | $1.01M | 0.20% | +101+2.1% | Added |
| Coastline Trust Co | 4,964 | $1.01M | 0.15% | +516+11.6% | Added |
| Paradigm Asset Management Co LLC | 4,950 | $1.00M | 0.28% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,934 | $1.00M | 0.30% | −878−15.1% | Reduced |
| Focus Financial Network, Inc. | 4,933 | $1.00M | 0.06% | +76+1.6% | Added |
| Michael B. Yongue | 4,927 | $999.1K | 0.97% | −352−6.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,919 | $997.5K | 0.45% | +200+4.2% | Added |
| Congress Asset Management Co | 4,916 | $996.9K | 0.01% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 4,906 | $994.8K | 0.61% | +19+0.4% | Added |
| Parcion Private Wealth LLC | 4,901 | $993.8K | 0.10% | −21−0.4% | Reduced |
| Aaron Wealth Advisors | 4,899 | $993.4K | 0.13% | −546−10.0% | Reduced |
| Eqis Capital Management, Inc. | 4,876 | $988.9K | 0.12% | −620−11.3% | Reduced |
| Sargent Investment Group, LLC | 4,871 | $987.7K | 0.24% | +276+6.0% | Added |
| Bank Ozk | 4,868 | $987.1K | 0.54% | −3,513−41.9% | Reduced |
| Occidental Asset Management, LLC | 4,853 | $984.1K | 0.23% | −1,600−24.8% | Reduced |
| Ellevest, Inc. | 4,848 | $983.1K | 0.08% | +219+4.7% | Added |
| Okabena Investment Services Inc | 4,846 | $982.7K | 0.76% | −308−6.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,844 | $982.3K | 0.69% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,842 | $982.0K | 0.39% | 00.0% | Unchanged |
| Peterson Wealth Management | 4,835 | $980.4K | 0.81% | +143+3.0% | Added |
| Exencial Wealth Advisors, LLC | 4,831 | $979.6K | 0.05% | −73−1.5% | Reduced |
| Smith, Salley & Associates | 4,810 | $975.4K | 0.07% | +220+4.8% | Added |
| Romano Brothers and Company | 4,783 | $969.9K | 0.15% | +605+14.5% | Added |
| Cornerstone Wealth Management, LLC | 4,771 | $967.5K | 0.09% | +25+0.5% | Added |
| Hillsdale Investment Management Inc. | 4,765 | $966.2K | 0.09% | +1,400+41.6% | Added |
| Jefferies Financial Group Inc. | 4,744 | $962.0K | 0.02% | −63,249−93.0% | Reduced |
| Ayrshire Capital Management LLC | 4,739 | $961.0K | 0.62% | +7+0.1% | Added |
| Legacy Capital Group California, Inc. | 4,734 | $960.0K | 0.41% | +73+1.6% | Added |
| Legacy Financial Advisors, Inc. | 4,729 | $958.9K | 0.19% | +858+22.2% | Added |
| Diligent Investors, LLC | 4,728 | $958.8K | 0.29% | −150−3.1% | Reduced |
| Cooper Financial Group | 4,718 | $956.7K | 0.23% | −205−4.2% | Reduced |
| Seven Springs Wealth Group, LLC | 4,714 | $955.9K | 0.46% | +49+1.1% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $953.1K | 0.40% | 00.0% | Unchanged |
| Old Well Partners, LLC | 4,700 | $953.1K | 0.83% | 00.0% | Unchanged |
| 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 |
| Orion Capital Management LLC | 4,690 | $951.0K | 0.62% | −680−12.7% | Reduced |
| Nations Financial Group Inc, | 4,684 | $949.8K | 0.10% | +66+1.4% | Added |
| Westside Investment Management, Inc. | 4,670 | $947.0K | 0.27% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4,636 | $940.1K | 0.76% | −323−6.5% | Reduced |
| Sherbrooke Park Advisers LLC | 4,629 | $938.7K | 0.30% | +1,729+59.6% | Added |
| HM Payson & Co | 4,613 | $935.4K | 0.02% | +47+1.0% | Added |