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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 2,108 | $427.5K | 0.27% | −826−28.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,104 | $426.7K | 0.02% | −256−10.8% | Reduced |
| Concentric Capital Strategies, LP | 2,104 | $426.6K | 0.05% | −1,257−37.4% | Reduced |
| Austin Private Wealth, LLC | 2,104 | $426.6K | 0.06% | +138+7.0% | Added |
| Stokes Family Office, LLC | 2,103 | $426.4K | 0.05% | −56−2.6% | Reduced |
| Cim Investment Mangement Inc | 2,099 | $425.6K | 0.16% | −55−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $424.6K | 0.13% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2,090 | $423.8K | 0.26% | +45+2.2% | Added |
| BOK Financial Private Wealth, Inc. | 2,081 | $422.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,076 | $421.0K | 0.22% | +70+3.5% | Added |
| Fulcrum Capital LLC | 2,061 | $417.9K | 0.12% | −622−23.2% | Reduced |
| Alley Investment Management Company, LLC | 2,060 | $417.7K | 0.07% | +60+3.0% | Added |
| Wealth Alliance Advisory Group, LLC | 2,058 | $417.3K | 0.12% | +182+9.7% | Added |
| Sheets Smith Wealth Management | 2,053 | $416.3K | 0.06% | +2,053 | New |
| Strategic Wealth Partners, Ltd. | 2,052 | $416.1K | 0.05% | +55+2.8% | Added |
| Intrua Financial, LLC | 2,042 | $414.1K | 0.07% | −38−1.8% | Reduced |
| Community Financial Services Group, LLC | 2,039 | $413.5K | 0.10% | +2,039 | New |
| Amussen Hunsaker Associates LLC | 2,032 | $412.9K | 0.09% | −61−2.9% | Reduced |
| Blue Barn Wealth, LLC | 2,012 | $408.0K | 0.27% | +8+0.4% | Added |
| Two Sigma Securities, LLC | 2,010 | $407.6K | 0.02% | −35,148−94.6% | Reduced |
| Essex Financial Services, Inc. | 2,010 | $407.6K | 0.05% | +5+0.2% | Added |
| Brio Consultants, LLC | 2,010 | $407.6K | 0.08% | +405+25.2% | Added |
| Peterson Wealth Services | 1,996 | $404.7K | 0.30% | +92+4.8% | Added |
| GYL Financial Synergies, LLC | 1,994 | $404.3K | 0.04% | +81+4.2% | Added |
| Eads & Heald Wealth Management | 1,991 | $404.0K | 0.21% | −100−4.8% | Reduced |
| Rational Advisors LLC | 1,983 | $403.1K | 0.04% | −5,274−72.7% | Reduced |
| Saiph Capital, LLC | 1,984 | $402.3K | 0.22% | −159−7.4% | Reduced |
| Beaumont Financial Advisors, LLC | 1,977 | $400.9K | 0.04% | −47−2.3% | Reduced |
| Avory & Company, LLC | 1,976 | $400.7K | 0.34% | −1,097−35.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,968 | $399.1K | 0.05% | +173+9.6% | Added |
| Bremer Bank National Association | 1,967 | $398.9K | 0.08% | −82−4.0% | Reduced |
| Ewa, LLC | 1,850 | $398.3K | 0.26% | +445+31.7% | Added |
| D.B. Root & Company, LLC | 1,935 | $392.4K | 0.15% | −31−1.6% | Reduced |
| IFG Advisory, LLC | 1,927 | $390.8K | 0.03% | +1,927 | New |
| Harbour Investments, Inc. | 1,927 | $390.8K | 0.02% | +535+38.4% | Added |
| Encompass Wealth Advisors, LLC | 1,924 | $390.1K | 0.13% | +20+1.1% | Added |
| Connecticut Wealth Management, LLC | 1,923 | $390.0K | 0.03% | +6+0.3% | Added |
| Cubic Asset Management, LLC | 1,920 | $389.3K | 0.11% | +120+6.7% | Added |
| Synergy Financial Group, LTD | 1,916 | $388.5K | 0.54% | −79−4.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,913 | $387.9K | 0.22% | +24+1.3% | Added |
| SOA Wealth Advisors, LLC. | 1,911 | $387.5K | 0.10% | −28−1.4% | Reduced |
| MQS Management LLC | 1,910 | $387.3K | 0.24% | +1,910 | New |
| Arcataur Capital Management LLC | 1,905 | $386.3K | 0.16% | 00.0% | Unchanged |
| Arden Trust Co | 1,903 | $385.9K | 0.06% | −110−5.5% | Reduced |
| Winthrop Advisory Group LLC | 1,896 | $384.5K | 0.06% | −183−8.8% | Reduced |
| Baxter Bros Inc | 1,896 | $384.5K | 0.06% | +16+0.9% | Added |
| WBH Advisory Inc | 1,894 | $384.1K | 0.05% | +732+63.0% | Added |
| Keystone Financial Group | 1,892 | $383.6K | 0.06% | −87−4.4% | Reduced |
| Mondrian Investment Partners LTD | 1,887 | $382.6K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,887 | $382.6K | 0.22% | +199+11.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,884 | $382.0K | 0.35% | −500−21.0% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $381.2K | 0.21% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,879 | $381.0K | 0.22% | +27+1.5% | Added |
| Contravisory Investment Management, Inc. | 1,877 | $380.6K | 0.11% | −71−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,876 | $380.4K | 0.05% | −400−17.6% | Reduced |
| Essex LLC | 1,867 | $378.6K | 0.11% | −125−6.3% | Reduced |
| Lakeview Capital Partners, LLC | 1,860 | $377.2K | 0.07% | −226−10.8% | Reduced |
| Claybrook Capital, LLC | 1,857 | $376.6K | 0.22% | −3,093−62.5% | Reduced |
| Avalon Trust Co | 1,856 | $376.4K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,847 | $374.5K | 0.04% | +20+1.1% | Added |
| Mather Group, LLC. | 1,847 | $374.5K | 0.01% | +636+52.5% | Added |
| Proficio Capital Partners LLC | 1,840 | $373.1K | 0.05% | +56+3.1% | Added |
| Verdence Capital Advisors LLC | 1,839 | $372.9K | 0.04% | +328+21.7% | Added |
| Patron Partners Advisors, LLC | 1,837 | $372.5K | 0.27% | +65+3.7% | Added |
| Perennial Advisors, LLC | 1,831 | $371.3K | 0.10% | −2−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,821 | $369.3K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,821 | $369.3K | 0.06% | +767+72.8% | Added |
| Revolve Wealth Partners, LLC | 1,816 | $368.3K | 0.09% | +28+1.6% | Added |
| Harvest Management LLC | 1,800 | $365.0K | 0.21% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,792 | $363.4K | 0.13% | −259−12.6% | Reduced |
| Private Advisory Group LLC | 1,781 | $361.2K | 0.07% | −1,591−47.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,780 | $360.9K | 0.19% | +381+27.2% | Added |
| Copperleaf Capital, LLC | 1,778 | $360.5K | 0.39% | −273−13.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,775 | $359.9K | 0.08% | +148+9.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,774 | $359.7K | 0.08% | +13+0.7% | Added |
| Wedge Capital Management L L P | 1,772 | $359.3K | 0.01% | +18+1.0% | Added |
| Argonautica Private Wealth Management, Inc | 1,764 | $357.7K | 0.16% | +242+15.9% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $356.9K | 0.41% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,756 | $356.0K | 0.12% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,748 | $354.5K | 0.11% | −17−1.0% | Reduced |
| Worth Financial Advisory Group, LLC | 1,742 | $353.2K | 0.32% | +50+3.0% | Added |
| BKD Wealth Advisors, LLC | 1,739 | $352.6K | 0.01% | −1,361−43.9% | Reduced |
| Pointe Capital Management LLC | 1,739 | $352.6K | 0.28% | +188+12.1% | Added |
| Accel Wealth Management | 1,729 | $350.6K | 0.20% | −20−1.1% | Reduced |
| OneAscent Wealth Management LLC | 1,724 | $350.0K | 0.15% | −189−9.9% | Reduced |
| Colonial River Wealth Management, LLC | 1,715 | $347.8K | 0.23% | −84−4.7% | Reduced |
| Cedar Wealth Management, LLC | 1,712 | $347.2K | 0.14% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,711 | $347.0K | 0.15% | +67+4.1% | Added |
| Meridian Investment Counsel Inc. | 1,710 | $346.8K | 0.13% | −500−22.6% | Reduced |
| Thrive Capital Management, LLC | 1,703 | $345.3K | 0.19% | +483+39.6% | Added |
| Private Portfolio Partners LLC | 1,685 | $341.7K | 0.09% | −29−1.7% | Reduced |
| Hartford Funds Management Co LLC | 1,683 | $341.3K | 0.04% | +84+5.3% | Added |
| True North Advisors, LLC | 1,683 | $341.3K | 0.11% | +9+0.5% | Added |
| Jeppson Wealth Management, LLC | 1,673 | $339.3K | 0.16% | −29−1.7% | Reduced |
| MONECO Advisors, LLC | 1,673 | $339.3K | 0.09% | +25+1.5% | Added |
| JNBA Financial Advisors | 1,668 | $338.2K | 0.04% | +135+8.8% | Added |
| Hyperion Partners, LLC | 1,661 | $336.8K | 0.29% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,601 | $335.8K | 0.11% | −3−0.2% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $335.8K | 0.82% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,656 | $335.8K | 0.24% | +25+1.5% | Added |