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 |
|---|---|---|---|---|---|
| Hill Island Financial LLC | 2,747 | $557.0K | 0.22% | −87−3.1% | Reduced |
| Kapstone Financial Advisors LLC | 2,745 | $556.6K | 0.50% | −87−3.1% | Reduced |
| Golden Green, Inc. | 2,717 | $551.0K | 0.58% | +377+16.1% | Added |
| Relative Value Partners Group, LLC | 2,717 | $551.0K | 0.04% | +2,717 | New |
| Alta Advisers Ltd | 2,700 | $547.5K | 0.32% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,698 | $547.1K | 0.13% | +88+3.4% | Added |
| New Republic Capital, LLC | 2,693 | $546.5K | 0.45% | +204+8.2% | Added |
| AdvisorNet Financial, Inc | 2,694 | $546.3K | 0.05% | +287+11.9% | Added |
| Knuff & Co LLC | 2,690 | $545.5K | 0.22% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,689 | $545.3K | 0.25% | −142−5.0% | Reduced |
| Drive Wealth Management, LLC | 2,634 | $534.1K | 0.20% | −298−10.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,633 | $533.8K | 0.14% | +74+2.9% | Added |
| Studio Investment Management LLC | 2,624 | $532.1K | 0.15% | −503−16.1% | Reduced |
| Soltis Investment Advisors LLC | 2,621 | $531.5K | 0.07% | +212+8.8% | Added |
| Cantor Fitzgerald, L. P. | 2,620 | $531.3K | 0.01% | −130−4.7% | Reduced |
| Financial Advisory Service, Inc. | 2,604 | $528.0K | 0.06% | +17+0.7% | Added |
| Grey Street Capital, LLC | 2,600 | $527.2K | 0.30% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,599 | $527.0K | 0.41% | −71−2.7% | Reduced |
| Haverford Trust Co | 2,587 | $524.6K | 0.01% | −200−7.2% | Reduced |
| Covenant Partners, LLC | 2,575 | $522.2K | 0.19% | −510−16.5% | Reduced |
| Vicus Capital | 2,575 | $522.2K | 0.05% | +1,558+153.2% | Added |
| Key Financial Inc | 2,567 | $520.5K | 0.18% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,508 | $520.1K | 0.19% | +81+3.3% | Added |
| First Citizens Bank & Trust Co | 2,564 | $519.9K | 0.01% | −2,165−45.8% | Reduced |
| Naples Global Advisors, LLC | 2,557 | $518.5K | 0.06% | +363+16.5% | Added |
| RAM Investment Partners, LLC | 2,553 | $517.6K | 0.22% | −72−2.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,549 | $516.9K | 0.01% | −1,589−38.4% | Reduced |
| Gradient Investments LLC | 2,544 | $515.9K | 0.01% | +98+4.0% | Added |
| Washington Trust Advisors, Inc. | 2,537 | $514.4K | 0.05% | +45+1.8% | Added |
| Virtue Capital Management, LLC | 2,405 | $514.3K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,534 | $513.8K | 0.17% | +2,534 | New |
| First Financial Corp | 2,530 | $513.0K | 0.30% | +291+13.0% | Added |
| Boothbay Fund Management, LLC | 2,527 | $512.4K | 0.02% | −15,699−86.1% | Reduced |
| Silverlake Wealth Management LLC | 2,519 | $510.8K | 0.29% | +626+33.1% | Added |
| Headinvest, LLC | 2,507 | $510.7K | 0.11% | −22−0.9% | Reduced |
| Change Path, LLC | 2,514 | $510.0K | 0.04% | −4,149−62.3% | Reduced |
| Garden State Investment Advisory Services LLC | 2,508 | $508.6K | 0.24% | +212+9.2% | Added |
| Hengehold Capital Management LLC | 2,504 | $507.8K | 0.07% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,499 | $506.7K | 1.52% | −148−5.6% | Reduced |
| Semmax Financial Advisors Inc. | 2,352 | $506.3K | 0.20% | +2,352 | New |
| Perfromance Wealth Partners, LLC | 2,491 | $505.1K | 0.02% | +120+5.1% | Added |
| Sunflower Bank, N.A. | 2,488 | $504.5K | 0.12% | +151+6.5% | Added |
| Solstein Capital, LLC | 2,487 | $504.3K | 0.43% | 00.0% | Unchanged |
| Advisory Research Inc | 2,485 | $503.9K | 0.07% | +63+2.6% | Added |
| IAM Advisory, LLC | 2,484 | $503.7K | 0.18% | +2,484 | New |
| Fayez Sarofim & Co | 2,478 | $502.5K | 0.00% | +2,478 | New |
| Jaffetilchin Investment Partners, LLC | 2,477 | $502.3K | 0.06% | −65−2.6% | Reduced |
| Circle Wealth Management, LLC | 2,443 | $495.4K | 0.01% | +63+2.6% | Added |
| Copperwynd Financial, LLC | 2,405 | $487.7K | 0.23% | −468−16.3% | Reduced |
| Allred Capital Management, LLC | 2,403 | $487.3K | 0.24% | −14−0.6% | Reduced |
| Vise Technologies, Inc. | 2,403 | $487.3K | 0.12% | +185+8.3% | Added |
| Symmetry Investments LP | 2,400 | $486.7K | 0.14% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,388 | $484.2K | 0.11% | −108−4.3% | Reduced |
| Salvus Wealth Management, LLC | 2,383 | $483.2K | 0.38% | +226+10.5% | Added |
| Blueprint Investment Partners LLC | 2,383 | $483.2K | 0.16% | −774−24.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,381 | $482.8K | 0.15% | +50+2.1% | Added |
| Castleview Partners, LLC | 2,378 | $482.2K | 0.45% | +35+1.5% | Added |
| Abbot Financial Management, Inc. | 2,368 | $480.2K | 0.32% | −250−9.5% | Reduced |
| Valley National Advisers Inc | 2,367 | $480.0K | 0.08% | +129+5.8% | Added |
| Riversedge Advisors, LLC | 2,353 | $477.1K | 0.14% | +420+21.7% | Added |
| Stiles Financial Services Inc | 2,326 | $471.7K | 0.24% | −900−27.9% | Reduced |
| Nwam LLC | 2,324 | $471.3K | 0.05% | −388−14.3% | Reduced |
| Sonen Capital LLC | 2,319 | $470.2K | 0.92% | 00.0% | Unchanged |
| Park National Corp | 2,305 | $467.4K | 0.02% | +100+4.5% | Added |
| Boston Trust Walden Corp | 2,302 | $466.8K | 0.00% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,299 | $466.2K | 0.14% | 00.0% | Unchanged |
| Investment House LLC | 2,293 | $465.0K | 0.04% | −267−10.4% | Reduced |
| IVC Wealth Advisors LLC | 2,293 | $465.0K | 0.31% | −10−0.4% | Reduced |
| Advisor Resource Council | 2,289 | $464.2K | 0.31% | −113−4.7% | Reduced |
| Adviser Investments LLC | 2,280 | $462.3K | 0.01% | +2,280 | New |
| Monetary Management Group Inc | 2,275 | $461.3K | 0.15% | +325+16.7% | Added |
| Blue Fin Capital, Inc. | 2,274 | $461.1K | 0.13% | +144+6.8% | Added |
| Capital Investment Advisory Services, LLC | 2,274 | $461.1K | 0.05% | +157+7.4% | Added |
| Greenwich Wealth Management LLC | 2,265 | $459.0K | 0.05% | +14+0.6% | Added |
| Roberts Glore & Co Inc | 2,259 | $458.1K | 0.15% | −78−3.3% | Reduced |
| Prentice Wealth Management LLC | 2,256 | $457.5K | 0.21% | +22+1.0% | Added |
| National Wealth Management Group, LLC | 2,254 | $457.1K | 0.50% | +2,254 | New |
| New World Advisors LLC | 2,245 | $455.2K | 0.16% | −7−0.3% | Reduced |
| Delta Financial Advisors LLC | 2,233 | $452.8K | 0.20% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,218 | $450.0K | 0.21% | −759−25.5% | Reduced |
| Csenge Advisory Group | 2,217 | $449.5K | 0.03% | +217+10.9% | Added |
| Centurion Wealth Management LLC | 2,216 | $449.4K | 0.22% | −3−0.1% | Reduced |
| Inscription Capital, LLC | 2,211 | $448.3K | 0.15% | −635−22.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,208 | $447.7K | 0.09% | +344+18.5% | Added |
| Pine Haven Investment Counsel, Inc | 2,184 | $442.9K | 0.46% | +199+10.0% | Added |
| Regal Investment Advisors LLC | 2,175 | $441.1K | 0.04% | −99−4.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,173 | $441.0K | 0.19% | +466+27.3% | Added |
| MRP Capital Investments, LLC | 2,159 | $437.8K | 0.49% | −3,218−59.8% | Reduced |
| Redwood Financial Network Corp | 2,156 | $437.2K | 0.46% | −125−5.5% | Reduced |
| Angeles Investment Advisors, LLC | 2,151 | $436.2K | 0.03% | +97+4.7% | Added |
| Global Trust Asset Management, LLC | 2,151 | $436.2K | 0.21% | +320+17.5% | Added |
| Johnson Financial Group, Inc. | 2,148 | $435.6K | 0.03% | −114−5.0% | Reduced |
| St. Clair Advisors, LLC | 2,147 | $435.4K | 0.17% | +147+7.4% | Added |
| Vigilare Wealth Management | 2,145 | $435.0K | 0.28% | −455−17.5% | Reduced |
| Tobam | 2,141 | $434.0K | 0.03% | +202+10.4% | Added |
| Valmark Advisers, Inc. | 2,139 | $433.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,137 | $433.3K | 0.26% | +26+1.2% | Added |
| Weil Company, Inc. | 2,129 | $431.7K | 0.21% | −1,136−34.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,124 | $430.7K | 0.15% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,123 | $430.5K | 0.06% | −42−1.9% | Reduced |