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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 4,605 | $933.8K | 0.37% | −535−10.4% | Reduced |
| Western Pacific Wealth Management, LP | 4,596 | $932.0K | 0.77% | +65+1.4% | Added |
| TCG Advisory Services, LLC | 4,576 | $927.9K | 0.14% | +574+14.3% | Added |
| Avestar Capital, LLC | 4,574 | $927.5K | 0.14% | +380+9.1% | Added |
| Great Diamond Partners, LLC | 4,567 | $926.1K | 0.25% | −400−8.1% | Reduced |
| Vista Private Wealth Partners. LLC | 4,554 | $925.1K | 0.39% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,554 | $923.5K | 0.40% | +122+2.8% | Added |
| Occudo Quantitative Strategies LP | 4,538 | $920.2K | 0.12% | +4,538 | New |
| Moloney Securities Asset Management, LLC | 4,528 | $918.2K | 0.17% | +448+11.0% | Added |
| HF Advisory Group, LLC | 4,481 | $918.0K | 0.68% | +720+19.1% | Added |
| Mainstay Capital Management LLC | 4,525 | $917.6K | 0.19% | −1,088−19.4% | Reduced |
| SageView Advisory Group, LLC | 4,522 | $917.0K | 0.05% | +2,077+84.9% | Added |
| Moseley Investment Management Inc | 4,518 | $916.2K | 0.55% | −41−0.9% | Reduced |
| Brown Capital Management LLC | 4,500 | $912.5K | 0.01% | −295−6.2% | Reduced |
| Monetta Financial Services Inc | 4,500 | $912.5K | 0.99% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,487 | $910.0K | 0.16% | +259+6.1% | Added |
| Platform Technology Partners | 4,473 | $907.0K | 0.42% | +1,012+29.2% | Added |
| Brady Family Wealth, LLC | 4,464 | $905.2K | 0.35% | +508+12.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,418 | $895.9K | 0.36% | +4,418 | New |
| Davenport & Co LLC | 4,411 | $894.5K | 0.01% | +901+25.7% | Added |
| Strengthening Families & Communities, LLC | 4,401 | $892.0K | 0.39% | +148+3.5% | Added |
| CIC Wealth, LLC | 4,396 | $891.4K | 0.32% | +90+2.1% | Added |
| Goodman Advisory Group, LLC | 4,383 | $888.8K | 0.33% | −82−1.8% | Reduced |
| Navellier & Associates Inc | 4,330 | $878.0K | 0.15% | +4,330 | New |
| Glenview Trust Co | 4,329 | $877.8K | 0.02% | +555+14.7% | Added |
| Alterity Financial Group, LLC | 4,320 | $876.0K | 1.39% | −2,950−40.6% | Reduced |
| Catalyst Financial Partners LLC | 4,317 | $875.4K | 0.28% | +891+26.0% | Added |
| BFSG, LLC | 4,312 | $874.0K | 0.14% | −155−3.5% | Reduced |
| Truadvice, LLC | 4,075 | $870.5K | 0.34% | +224+5.8% | Added |
| Investors Research Corp | 4,291 | $870.1K | 0.23% | +4+0.1% | Added |
| Silicon Valley Capital Partners | 4,290 | $869.8K | 0.16% | +581+15.7% | Added |
| Juncture Wealth Strategies, LLC | 4,275 | $866.9K | 0.42% | +1,413+49.4% | Added |
| Oak Thistle LLC | 4,263 | $864.5K | 0.26% | +4,263 | New |
| Fortitude Advisory Group L.L.C. | 4,254 | $862.6K | 0.58% | −504−10.6% | Reduced |
| Hilltop Holdings Inc. | 4,245 | $860.8K | 0.11% | +629+17.4% | Added |
| DeDora Capital, Inc. | 4,239 | $859.6K | 0.34% | +538+14.5% | Added |
| Chemistry Wealth Management LLC | 4,236 | $859.0K | 0.28% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,230 | $857.8K | 0.57% | +4,230 | New |
| 626 Financial, LLC | 4,219 | $855.5K | 0.58% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 4,210 | $853.7K | 0.04% | −900−17.6% | Reduced |
| HBK Sorce Advisory LLC | 4,204 | $852.5K | 0.04% | +205+5.1% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $851.7K | 0.16% | +4,200 | New |
| First United Bank Trust | 4,182 | $848.0K | 0.39% | +95+2.3% | Added |
| MWA Asset Management | 4,155 | $842.5K | 0.81% | +4,155 | New |
| PDS Planning, Inc | 4,147 | $840.9K | 0.11% | +91+2.2% | Added |
| Claro Advisors LLC | 4,147 | $840.9K | 0.21% | +357+9.4% | Added |
| 1st Source Bank | 4,131 | $837.7K | 0.06% | −173−4.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,118 | $835.0K | 0.03% | −2,944−41.7% | Reduced |
| Axq Capital, LP | 4,100 | $831.4K | 0.29% | +4,100 | New |
| IFP Advisors, Inc | 4,091 | $829.6K | 0.04% | −3,215−44.0% | Reduced |
| Sage Rhino Capital LLC | 4,085 | $828.4K | 0.23% | +10.0% | Added |
| Northern Oak Wealth Management Inc | 4,075 | $826.3K | 0.10% | +440+12.1% | Added |
| Financial Insights, Inc. | 4,108 | $825.0K | 0.29% | +615+17.6% | Added |
| Meridian Financial Partners LLC | 3,953 | $823.0K | 0.84% | −45−1.1% | Reduced |
| Jmac Enterprises LLC | 4,049 | $821.1K | 0.20% | −34−0.8% | Reduced |
| Essex Savings Bank | 4,037 | $818.6K | 0.28% | −289−6.7% | Reduced |
| BigSur Wealth Management LLC | 4,030 | $817.2K | 0.41% | +230+6.1% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $808.1K | 2.60% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,981 | $807.3K | 0.14% | −155−3.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,947 | $800.4K | 0.51% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,941 | $799.2K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,880 | $786.8K | 0.26% | +26+0.7% | Added |
| Inceptionr LLC | 3,868 | $784.4K | 0.44% | +1,386+55.8% | Added |
| Augustine Asset Management Inc | 3,867 | $784.1K | 0.36% | −6−0.2% | Reduced |
| Valley Brook Capital Group | 3,859 | $782.5K | 0.77% | +100+2.7% | Added |
| Bowman & Co S.C. | 3,858 | $782.3K | 0.62% | +386+11.1% | Added |
| AlphaCore Capital LLC | 3,850 | $780.7K | 0.12% | +828+27.4% | Added |
| Oder Investment Management, LLC | 3,849 | $780.5K | 0.85% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,839 | $778.5K | 0.15% | −2−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,824 | $775.0K | 0.14% | +2,112+123.4% | Added |
| LCM Capital Management Inc | 3,789 | $768.3K | 0.63% | +210+5.9% | Added |
| Glen Eagle Advisors, LLC | 3,786 | $767.7K | 0.18% | −23−0.6% | Reduced |
| Charles Carroll Financial Partners, LLC | 3,750 | $760.4K | 0.94% | +250+7.1% | Added |
| Perennial Investment Advisors, LLC | 3,742 | $758.4K | 0.14% | −386−9.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,740 | $758.4K | 0.12% | +210+5.9% | Added |
| Ropes Wealth Advisors LLC | 3,739 | $758.2K | 0.15% | −120−3.1% | Reduced |
| Sky Investment Group LLC | 3,726 | $755.6K | 0.17% | −75−2.0% | Reduced |
| Curbstone Financial Management Corp | 3,716 | $753.5K | 0.19% | −100−2.6% | Reduced |
| Evoke Wealth, LLC | 3,716 | $753.5K | 0.03% | +474+14.6% | Added |
| FirstPurpose Wealth LLC | 3,713 | $752.9K | 0.33% | +34+0.9% | Added |
| Riverview Trust Co | 3,706 | $751.5K | 0.67% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 3,683 | $746.8K | 0.52% | +314+9.3% | Added |
| Paradigm Financial Partners, LLC | 3,729 | $745.2K | 0.21% | +127+3.5% | Added |
| Ironwood Investment Counsel, LLC | 3,672 | $744.6K | 0.18% | +2,287+165.1% | Added |
| Blueshift Asset Management, LLC | 3,660 | $742.2K | 0.44% | +3,660 | New |
| Warren Averett Asset Management, LLC | 3,658 | $741.8K | 0.03% | −150−3.9% | Reduced |
| Seed Wealth Management, Inc. | 3,650 | $740.1K | 0.83% | 00.0% | Unchanged |
| Allstate Corp | 3,621 | $734.3K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,608 | $731.6K | 0.48% | +30+0.8% | Added |
| Salem Investment Counselors Inc | 3,606 | $731.3K | 0.03% | +2,050+131.7% | Added |
| Everhart Financial Group, Inc. | 3,600 | $730.0K | 0.31% | +212+6.3% | Added |
| Advisors Capital Management, LLC | 3,602 | $730.0K | 0.02% | +2,521+233.2% | Added |
| Credential Qtrade Securities Inc. | 3,580 | $726.0K | 0.05% | −44−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,570 | $723.9K | 0.20% | −31−0.9% | Reduced |
| Cinctive Capital Management LP | 3,549 | $719.7K | 0.04% | +3,549 | New |
| KG&L Capital Management,LLC | 3,507 | $711.1K | 0.34% | −581−14.2% | Reduced |
| InterOcean Capital Group, LLC | 3,493 | $708.3K | 0.02% | +440+14.4% | Added |
| Bank of Hawaii | 3,490 | $707.7K | 0.04% | −1,792−33.9% | Reduced |
| Tectonic Advisors LLC | 3,469 | $703.4K | 0.07% | −15−0.4% | Reduced |
| CFO4Life Group, LLC | 3,445 | $698.6K | 0.16% | +3,445 | New |