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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 1,655 | $335.7K | 0.03% | −25−1.5% | Reduced |
| Future Fund LLC | 1,653 | $335.2K | 0.93% | −115−6.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,645 | $333.6K | 0.21% | +140+9.3% | Added |
| JB Capital LLC | 1,643 | $333.2K | 0.03% | +559+51.6% | Added |
| SlateStone Wealth, LLC | 1,634 | $331.0K | 0.05% | −20−1.2% | Reduced |
| BluePath Capital Management, LLC | 1,623 | $329.1K | 0.30% | +1,623 | New |
| Geller Advisors LLC | 1,619 | $328.3K | 0.04% | −2,936−64.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,618 | $328.1K | 0.24% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,616 | $327.7K | 0.03% | +500+44.8% | Added |
| Northern Financial Advisors Inc | 1,610 | $326.5K | 0.30% | −230−12.5% | Reduced |
| Arcadia Investment Management Corp | 1,607 | $325.9K | 0.07% | 00.0% | Unchanged |
| TCWP LLC | 1,605 | $325.5K | 0.25% | −12−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,599 | $324.2K | 0.32% | −700−30.4% | Reduced |
| Smith, Moore & Co. | 1,587 | $321.8K | 0.04% | −50−3.1% | Reduced |
| Capital Performance Advisors LLP | 1,587 | $321.8K | 0.16% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 1,584 | $321.2K | 0.02% | −27−1.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,576 | $319.0K | 0.16% | +108+7.4% | Added |
| Resonant Capital Advisors, LLC | 1,570 | $318.4K | 0.03% | +52+3.4% | Added |
| Koss-Olinger Consulting, LLC | 1,569 | $318.0K | 0.05% | −99−5.9% | Reduced |
| LJI Wealth Management, LLC | 1,567 | $317.8K | 0.09% | +254+19.3% | Added |
| CNB Bank | 1,560 | $316.3K | 0.19% | +12+0.8% | Added |
| WNY Asset Management, LLC | 1,557 | $315.7K | 0.06% | −220−12.4% | Reduced |
| Hemenway Trust Co LLC | 1,555 | $315.3K | 0.03% | −30−1.9% | Reduced |
| Beacon Financial Advisory LLC | 1,554 | $315.1K | 0.17% | +213+15.9% | Added |
| Coury Firm Asset Management LLC | 1,553 | $314.9K | 0.50% | +1,553 | New |
| Crumly & Associates Inc. | 1,547 | $313.7K | 0.12% | +139+9.9% | Added |
| Waypoint Wealth Partners Inc. | 1,546 | $313.5K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,546 | $313.5K | 0.02% | +1,546 | New |
| Clarity Wealth Advisors, LLC | 1,541 | $312.5K | 0.14% | +13+0.9% | Added |
| Addison Advisors LLC | 1,535 | $311.3K | 0.14% | +71+4.8% | Added |
| Ssi Investment Management LLC | 1,534 | $311.1K | 0.03% | −15−1.0% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $310.7K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,530 | $310.3K | 0.11% | −136−8.2% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $309.2K | 0.27% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,512 | $308.0K | 0.23% | −19−1.2% | Reduced |
| Peninsula Wealth, LLC | 1,520 | $307.0K | 0.07% | −139−8.4% | Reduced |
| Lee Danner & Bass Inc | 1,515 | $307.0K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,512 | $306.6K | 0.09% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,512 | $306.6K | 0.04% | +268+21.5% | Added |
| Retirement Income Solutions, Inc | 1,510 | $306.2K | 0.09% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,507 | $305.6K | 0.17% | +3+0.2% | Added |
| First Heartland Consultants, Inc. | 1,506 | $305.0K | 0.04% | +155+11.5% | Added |
| Aristotle Atlantic Partners, LLC | 1,500 | $304.2K | 0.01% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,498 | $304.0K | 0.06% | +1,498 | New |
| Canton Hathaway, LLC | 1,488 | $302.0K | 0.10% | −10−0.7% | Reduced |
| Banco de Sabadell, S.A | 1,489 | $302.0K | 0.26% | +180+13.8% | Added |
| Avidian Wealth Solutions, LLC | 1,489 | $301.9K | 0.02% | −39,026−96.3% | Reduced |
| High Note Wealth, LLC | 1,489 | $301.9K | 0.12% | +49+3.4% | Added |
| Carlson Capital Management | 1,485 | $301.1K | 0.02% | +1,485 | New |
| Capula Management Ltd | 1,482 | $300.5K | 0.02% | +1,482 | New |
| JT Stratford LLC | 1,481 | $300.3K | 0.08% | −2,601−63.7% | Reduced |
| PFG Advisors | 1,481 | $300.3K | 0.03% | −422−22.2% | Reduced |
| Nichols & Pratt Advisers LLP | 1,480 | $300.1K | 0.02% | −2,500−62.8% | Reduced |
| Outlook Wealth Advisors, LLC | 1,476 | $299.3K | 0.11% | +337+29.6% | Added |
| Windsor Capital Management, LLC | 1,475 | $299.1K | 0.10% | +1,475 | New |
| Paladin Advisory Group, LLC | 1,474 | $298.9K | 0.25% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,474 | $298.9K | 0.10% | −305−17.1% | Reduced |
| Sonata Capital Group Inc | 1,467 | $297.0K | 0.16% | −277−15.9% | Reduced |
| Grandfield & Dodd, LLC | 1,464 | $297.0K | 0.02% | −20−1.3% | Reduced |
| Waddell & Associates, LLC | 1,462 | $296.5K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,461 | $296.0K | 0.04% | +35+2.5% | Added |
| West Family Investments, Inc. | 1,459 | $295.9K | 0.10% | −416−22.2% | Reduced |
| Vantage Consulting Group Inc | 1,459 | $295.9K | 0.20% | −57−3.8% | Reduced |
| Syntax Advisors, LLC | 1,459 | $295.9K | 0.26% | −57−3.8% | Reduced |
| White Pine Capital LLC | 1,459 | $295.9K | 0.12% | +479+48.9% | Added |
| Meeder Asset Management Inc | 1,458 | $295.7K | 0.02% | −88−5.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,457 | $295.0K | 0.02% | −30−2.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,453 | $294.7K | 0.04% | +11+0.8% | Added |
| Advisory Alpha, LLC | 1,445 | $293.0K | 0.02% | +1,445 | New |
| Cookson Peirce & Co Inc | 1,445 | $293.0K | 0.02% | −28−1.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,444 | $292.8K | 0.07% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,443 | $292.6K | 0.32% | +1,443 | New |
| DC Investments Management, LLC | 1,441 | $292.2K | 0.37% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,441 | $292.2K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,440 | $292.0K | 0.04% | +6+0.4% | Added |
| BIP Wealth, LLC | 1,440 | $292.0K | 0.03% | +388+36.9% | Added |
| Richard W. Paul & Associates, LLC | 1,437 | $291.4K | 0.13% | −51−3.4% | Reduced |
| Semus Wealth Partners LLC | 1,434 | $290.8K | 0.27% | +12+0.8% | Added |
| Avenue 1 Advisors, LLC | 1,429 | $289.8K | 0.14% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,423 | $288.6K | 0.05% | −28−1.9% | Reduced |
| Aspire Capital Advisors LLC | 1,422 | $288.4K | 0.13% | +19+1.4% | Added |
| CVA Family Office, LLC | 1,419 | $287.7K | 0.07% | +69+5.1% | Added |
| Continuum Advisory, LLC | 1,417 | $287.3K | 0.05% | −12−0.8% | Reduced |
| Concord Asset Management, LLC | 1,415 | $286.9K | 0.10% | +1,415 | New |
| Cobblestone Capital Advisors LLC | 1,413 | $286.5K | 0.02% | −4−0.3% | Reduced |
| Hoylecohen, LLC | 1,409 | $285.7K | 0.03% | −12−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 1,409 | $285.7K | 0.14% | +220+18.5% | Added |
| SPC Financial, Inc. | 1,404 | $284.7K | 0.03% | +8+0.6% | Added |
| Joel Isaacson & Co., LLC | 1,403 | $284.5K | 0.02% | −20−1.4% | Reduced |
| Kennedy Investment Group | 1,400 | $283.9K | 0.17% | −150−9.7% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $283.9K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,396 | $283.1K | 0.01% | +31+2.3% | Added |
| IFG Advisors, LLC | 1,390 | $281.9K | 0.10% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,387 | $281.3K | 0.10% | +7+0.5% | Added |
| Eudaimonia Partners, LLC | 1,379 | $279.6K | 0.07% | −63−4.4% | Reduced |
| Klingman & Associates, LLC | 1,379 | $279.6K | 0.02% | −43−3.0% | Reduced |
| Creative Financial Designs Inc | 1,374 | $278.6K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,373 | $278.4K | 0.03% | +315+29.8% | Added |
| Private Capital Management LLC | 1,371 | $278.0K | 0.08% | +67+5.1% | Added |
| Well Done, LLC | 1,362 | $276.2K | 0.06% | −15−1.1% | Reduced |