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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 3,438 | $697.2K | 0.10% | +696+25.4% | Added |
| Kraematon Investment Advisors, Inc | 3,416 | $692.7K | 0.85% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,412 | $691.9K | 0.05% | +55+1.6% | Added |
| Symmetry Partners, LLC | 3,397 | $689.0K | 0.04% | −413−10.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,384 | $686.2K | 0.28% | −213−5.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,370 | $683.4K | 0.10% | −39−1.1% | Reduced |
| GFG Capital, LLC | 3,352 | $679.8K | 0.22% | −31−0.9% | Reduced |
| First National Bank | 3,340 | $677.3K | 0.59% | −63−1.9% | Reduced |
| Cascade Investment Group, Inc. | 3,323 | $673.8K | 0.64% | −100−2.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,318 | $672.8K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,315 | $672.2K | 0.04% | +18+0.5% | Added |
| Founders Financial Securities LLC | 3,314 | $672.0K | 0.09% | +226+7.3% | Added |
| XML Financial, LLC | 3,307 | $670.6K | 0.08% | +110+3.4% | Added |
| Community Bank & Trust, Waco, Texas | 4,659 | $670.0K | 0.24% | +815+21.2% | Added |
| Fort Point Capital Partners LLC | 3,298 | $668.8K | 0.11% | +49+1.5% | Added |
| Proequities, Inc. | 3,293 | $667.8K | 0.05% | −427−11.5% | Reduced |
| Viawealth, LLC | 3,289 | $666.9K | 0.49% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,276 | $664.3K | 0.40% | −640−16.3% | Reduced |
| Principal Street Partners, LLC | 3,268 | $662.7K | 0.13% | −157−4.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,261 | $661.0K | 1.71% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,258 | $660.7K | 0.06% | +267+8.9% | Added |
| Israel Discount Bank of New York | 3,232 | $655.4K | 0.54% | −35−1.1% | Reduced |
| Dudley Capital Management, LLC | 3,227 | $654.4K | 0.46% | +115+3.7% | Added |
| Magnolia Capital Advisors LLC | 3,283 | $654.2K | 0.63% | +7+0.2% | Added |
| Olistico Wealth, LLC | 3,221 | $653.2K | 0.58% | +12+0.4% | Added |
| Davis R M Inc | 3,213 | $652.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 3,215 | $651.9K | 0.11% | +30+0.9% | Added |
| Vista Wealth Management Group, LLC | 3,208 | $650.5K | 0.06% | +815+34.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,193 | $647.5K | 0.13% | +231+7.8% | Added |
| Visionary Wealth Advisors | 3,178 | $644.4K | 0.05% | −59−1.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,175 | $643.9K | 0.15% | +7+0.2% | Added |
| Bridges Investment Management Inc | 3,174 | $643.6K | 0.02% | −1,295−29.0% | Reduced |
| OneAscent Financial Services LLC | 3,173 | $643.0K | 0.17% | +339+12.0% | Added |
| Greenup Street Wealth Management LLC | 3,171 | $643.0K | 0.21% | +3,171 | New |
| Lineweaver Wealth Advisors, LLC | 3,169 | $642.6K | 0.19% | +1,443+83.6% | Added |
| Alpha Cubed Investments, LLC | 3,159 | $640.6K | 0.04% | +523+19.8% | Added |
| Interchange Capital Partners, LLC | 3,138 | $637.3K | 0.51% | +579+22.6% | Added |
| Watershed Private Wealth LLC | 3,106 | $629.8K | 0.39% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,099 | $628.0K | 0.37% | +69+2.3% | Added |
| Baron Wealth Management LLC | 3,083 | $625.2K | 0.40% | +10+0.3% | Added |
| Shikiar Asset Management Inc | 3,080 | $625.0K | 0.22% | −2,060−40.1% | Reduced |
| Congress Park Capital LLC | 3,080 | $624.6K | 0.36% | −25−0.8% | Reduced |
| Shariaportfolio, Inc. | 3,070 | $623.0K | 0.49% | +3,070 | New |
| Avitas Wealth Management LLC | 3,069 | $622.3K | 0.12% | −1,054−25.6% | Reduced |
| Greystone Financial Group, LLC | 3,061 | $620.7K | 0.15% | +804+35.6% | Added |
| Concord Wealth Partners | 3,060 | $620.5K | 0.13% | +1,813+145.4% | Added |
| BSW Wealth Partners | 3,049 | $618.3K | 0.14% | +610+25.0% | Added |
| Atomi Financial Group, Inc. | 3,040 | $616.5K | 0.21% | +211+7.5% | Added |
| Corvex Management LP | 3,032 | $614.8K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,031 | $614.6K | 0.04% | +622+25.8% | Added |
| Legacy Advisors, LLC | 3,024 | $613.2K | 0.10% | +154+5.4% | Added |
| Probity Advisors, Inc. | 3,015 | $611.4K | 0.14% | −82−2.6% | Reduced |
| Janney Capital Management LLC | 3,012 | $611.0K | 0.05% | +99+3.4% | Added |
| XTX Topco Ltd | 3,006 | $609.6K | 0.10% | −6,305−67.7% | Reduced |
| State of Wyoming | 3,000 | $608.3K | 0.13% | +1,467+95.7% | Added |
| North Fourth Asset Management, LP | 3,000 | $608.3K | 0.87% | +3,000 | New |
| Lombard Odier Asset Management (USA) Corp | 3,000 | $608.0K | 0.10% | +2,000+200.0% | Added |
| Strategy Asset Managers LLC | 2,998 | $607.9K | 0.16% | +801+36.5% | Added |
| Coastal Investment Advisors, Inc. | 2,870 | $606.3K | 0.14% | −40−1.4% | Reduced |
| Gryphon Financial Partners LLC | 2,990 | $606.3K | 0.14% | −61−2.0% | Reduced |
| V2 Financial group LLC | 2,990 | $606.3K | 0.45% | +200+7.2% | Added |
| Citizens Financial Group Inc | 2,989 | $606.1K | 0.02% | +445+17.5% | Added |
| Sterling Investment Counsel, LLC | 2,977 | $603.7K | 0.35% | −29−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,958 | $599.8K | 0.30% | +215+7.8% | Added |
| Nebula Research & Development LLC | 2,947 | $597.6K | 0.31% | +2,947 | New |
| Alpha Family Trust | 2,935 | $595.2K | 0.45% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $592.9K | 0.19% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,923 | $592.7K | 0.25% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,909 | $589.9K | 0.42% | −10−0.3% | Reduced |
| Anchor Investment Management, LLC | 2,906 | $589.3K | 0.08% | +378+15.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,905 | $589.0K | 0.14% | −4,706−61.8% | Reduced |
| ORG Partners LLC | 2,903 | $588.6K | 0.17% | −224−7.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,898 | $587.7K | 0.04% | −92−3.1% | Reduced |
| Osterweis Capital Management Inc | 2,898 | $587.7K | 0.04% | −385−11.7% | Reduced |
| First Foundation Advisors | 2,888 | $585.6K | 0.03% | +246+9.3% | Added |
| Parkside Financial Bank & Trust | 2,886 | $585.2K | 0.14% | +128+4.6% | Added |
| Simon Quick Advisors, LLC | 2,885 | $585.0K | 0.06% | +265+10.1% | Added |
| FineMark National Bank & Trust | 2,883 | $584.6K | 0.03% | −81−2.7% | Reduced |
| Aspire Private Capital, LLC | 2,881 | $584.2K | 0.19% | +43+1.5% | Added |
| Sage Mountain Advisors LLC | 2,881 | $584.2K | 0.08% | +483+20.1% | Added |
| Appleton Partners Inc | 2,876 | $583.0K | 0.05% | −5−0.2% | Reduced |
| TFG Advisers LLC | 2,872 | $582.4K | 0.27% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,865 | $581.0K | 0.09% | +363+14.5% | Added |
| Eastern Bank | 2,832 | $574.3K | 0.03% | 00.0% | Unchanged |
| S&CO Inc | 2,821 | $572.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,816 | $571.0K | 0.07% | −345−10.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,816 | $571.0K | 0.07% | −104−3.6% | Reduced |
| EPIQ Capital Group, LLC | 2,815 | $570.8K | 0.31% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,832 | $570.0K | 0.04% | +347+14.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,827 | $570.0K | 0.42% | +367+14.9% | Added |
| Strait & Sound Wealth Management LLC | 2,803 | $568.4K | 0.49% | −81−2.8% | Reduced |
| Gabelli Funds LLC | 2,800 | $567.8K | 0.00% | −220−7.3% | Reduced |
| FLC Capital Advisors | 2,782 | $564.1K | 0.17% | −114−3.9% | Reduced |
| L2 Asset Management, LLC | 266 | $564.1K | 0.27% | −2,233−89.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,780 | $563.7K | 0.62% | +50+1.8% | Added |
| Carret Asset Management, LLC | 2,779 | $563.5K | 0.08% | +4+0.1% | Added |
| TSFG, LLC | 2,777 | $563.0K | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,772 | $562.1K | 0.04% | +516+22.9% | Added |
| Dover Advisors, LLC | 2,758 | $559.3K | 0.57% | +65+2.4% | Added |
| Mathes Company, Inc. | 2,752 | $558.0K | 0.26% | 00.0% | Unchanged |