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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,355 | $274.8K | 0.06% | −24−1.7% | Reduced |
| LVW Advisors, LLC | 1,350 | $273.8K | 0.06% | +1,350 | New |
| Powers Advisory Group, LLC | 1,345 | $272.7K | 0.19% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,334 | $270.5K | 0.14% | +6+0.5% | Added |
| Elgethun Capital Management | 1,339 | $270.4K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,330 | $269.7K | 0.04% | +95+7.7% | Added |
| Castle Rock Wealth Management, LLC | 1,300 | $269.4K | 0.09% | +273+26.6% | Added |
| Wilson & Boucher Capital Management, LLC | 1,325 | $268.7K | 0.26% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,324 | $268.5K | 0.16% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,318 | $267.3K | 0.02% | −190−12.6% | Reduced |
| Fort Sheridan Advisors LLC | 1,318 | $267.3K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,315 | $266.7K | 0.08% | −3,703−73.8% | Reduced |
| Enterprise Financial Services Corp | 1,311 | $265.8K | 0.18% | −121−8.4% | Reduced |
| Mengis Capital Management, Inc. | 1,308 | $265.2K | 0.06% | −2−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,307 | $265.0K | 0.01% | −2,042−61.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,305 | $264.6K | 0.35% | −35−2.6% | Reduced |
| TBH Global Asset Management, LLC | 1,304 | $264.5K | 0.05% | +72+5.8% | Added |
| Insight Advisors, LLC | 1,302 | $264.0K | 0.06% | −291−18.3% | Reduced |
| Pier 88 Investment Partners LLC | 1,300 | $263.6K | 0.07% | −3,620−73.6% | Reduced |
| Kolinsky Wealth Management, LLC | 1,300 | $263.6K | 0.26% | −27−2.0% | Reduced |
| Seven Mile Advisory | 1,299 | $263.4K | 0.28% | +35+2.8% | Added |
| Traynor Capital Management, Inc. | 1,299 | $263.4K | 0.04% | +105+8.8% | Added |
| Ridgewood Investments LLC | 1,299 | $263.3K | 0.17% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,302 | $263.0K | 0.08% | +23+1.8% | Added |
| West Michigan Advisors, LLC | 1,293 | $262.2K | 0.14% | +13+1.0% | Added |
| Holderness Investments Co | 1,292 | $262.0K | 0.10% | +175+15.7% | Added |
| Ancora Advisors, LLC | 1,287 | $260.9K | 0.01% | +233+22.1% | Added |
| Van Leeuwen & Company, LLC | 1,282 | $260.0K | 0.16% | +1,282 | New |
| Truepoint, Inc. | 1,274 | $258.3K | 0.01% | +1,274 | New |
| Wright Investors Service Inc | 1,270 | $257.5K | 0.07% | −3,120−71.1% | Reduced |
| Gsa Capital Partners LLP | 1,269 | $257.0K | 0.02% | +1,269 | New |
| Sitrin Capital Management LLC | 1,266 | $256.7K | 0.16% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,266 | $256.7K | 0.09% | −266−17.4% | Reduced |
| Beaton Management Co. Inc. | 1,262 | $256.0K | 0.17% | +12+1.0% | Added |
| Fortune Financial Advisors, LLC | 1,261 | $255.8K | 0.20% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,261 | $255.7K | 0.07% | +18+1.4% | Added |
| Opes Wealth Management LLC | 1,258 | $255.1K | 0.07% | −157−11.1% | Reduced |
| First Affirmative Financial Network | 1,256 | $254.6K | 0.25% | +1,256 | New |
| Twin Focus Capital Partners, LLC | 1,255 | $254.5K | 0.06% | −233−15.7% | Reduced |
| Collective Family Office LLC | 1,254 | $254.3K | 0.10% | −833−39.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,249 | $253.3K | 0.25% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 1,243 | $252.1K | 0.38% | +59+5.0% | Added |
| Corton Capital Inc. | 1,242 | $251.9K | 0.13% | −1,344−52.0% | Reduced |
| Formidable Asset Management, LLC | 1,241 | $251.7K | 0.06% | +50+4.2% | Added |
| Bellecapital International Ltd. | 1,237 | $250.8K | 0.06% | +13+1.1% | Added |
| Strata Wealth Advisors, LLC | 1,237 | $250.8K | 0.12% | +1,237 | New |
| Yoder Wealth Management, Inc. | 1,236 | $250.6K | 0.21% | +54+4.6% | Added |
| DGS Capital Management, LLC | 1,233 | $250.0K | 0.12% | +1,233 | New |
| Glassy Mountain Advisors, Inc. | 1,224 | $249.3K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,223 | $248.0K | 0.02% | +223+22.3% | Added |
| Montecito Bank & Trust | 1,222 | $247.8K | 0.06% | +1,222 | New |
| Bedel Financial Consulting, Inc. | 1,220 | $247.4K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 1,220 | $247.4K | 0.05% | +1,220 | New |
| AllSquare Wealth Management LLC | 1,219 | $247.2K | 0.16% | −77−5.9% | Reduced |
| Element Wealth, LLC | 1,216 | $246.6K | 0.18% | −44−3.5% | Reduced |
| Financial Partners Group, Inc | 1,173 | $246.3K | 0.05% | +19+1.6% | Added |
| Werlinich Asset Management, LLC | 1,211 | $245.5K | 0.20% | +3+0.2% | Added |
| WMS Partners, LLC | 1,208 | $245.0K | 0.02% | −313−20.6% | Reduced |
| Balboa Wealth Partners | 1,207 | $244.8K | 0.09% | −482−28.5% | Reduced |
| Capital Planning Advisors, LLC | 1,202 | $243.7K | 0.05% | −12−1.0% | Reduced |
| Trustmark National Bank Trust Department | 1,200 | $243.3K | 0.02% | −230−16.1% | Reduced |
| Deltec Asset Management LLC | 1,200 | $243.3K | 0.06% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,200 | $243.3K | 0.10% | +9+0.8% | Added |
| Larson Financial Group LLC | 1,199 | $243.1K | 0.02% | −178−12.9% | Reduced |
| JSF Financial, LLC | 1,199 | $243.1K | 0.09% | −24−2.0% | Reduced |
| Abacus Planning Group, Inc. | 1,199 | $243.1K | 0.06% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,198 | $242.9K | 0.11% | 00.0% | Unchanged |
| Somerset Group LLC | 1,196 | $242.5K | 0.23% | −120−9.1% | Reduced |
| XY Capital Ltd | 1,196 | $242.5K | 0.22% | +754+170.6% | Added |
| Five Oceans Advisors | 1,193 | $241.9K | 0.16% | +1+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 1,192 | $241.7K | 0.01% | −281−19.1% | Reduced |
| Kure Advisory, LLC | 1,192 | $241.7K | 0.14% | +1,192 | New |
| Terry L. Blaker | 1,192 | $241.7K | 0.02% | −32−2.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,190 | $241.3K | 0.10% | +196+19.7% | Added |
| North Star Investment Management Corp. | 1,189 | $241.1K | 0.02% | +120+11.2% | Added |
| Spotlight Asset Group, Inc. | 1,184 | $240.1K | 0.22% | 00.0% | Unchanged |
| City State Bank | 1,182 | $240.0K | 0.13% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,182 | $239.7K | 0.41% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 1,180 | $239.3K | 0.31% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,178 | $238.9K | 0.05% | −177−13.1% | Reduced |
| Journey Strategic Wealth LLC | 1,174 | $238.1K | 0.01% | −6−0.5% | Reduced |
| Hamilton Capital, LLC | 1,171 | $237.5K | 0.02% | +29+2.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,168 | $236.8K | 0.13% | +1,168 | New |
| Citizens National Bank Trust Department | 1,167 | $236.6K | 0.06% | +17+1.5% | Added |
| Aprio Wealth Management, LLC | 1,167 | $236.6K | 0.07% | +1,167 | New |
| Heritage Wealth Advisors | 1,151 | $233.4K | 0.01% | −63−5.2% | Reduced |
| Lantz Financial LLC | 1,149 | $233.0K | 0.09% | +2+0.2% | Added |
| LexAurum Advisors, LLC | 1,146 | $232.4K | 0.07% | +1,146 | New |
| Raleigh Capital Management Inc. | 1,143 | $231.8K | 0.12% | +34+3.1% | Added |
| Peddock Capital Advisors, LLC | 1,137 | $230.6K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,135 | $230.2K | 0.06% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 1,132 | $229.5K | 0.21% | −11−1.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,131 | $229.3K | 0.04% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,127 | $228.5K | 0.17% | +129+12.9% | Added |
| Forte Asset Management LLC | 1,125 | $228.1K | 0.15% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,123 | $227.7K | 0.04% | −262−18.9% | Reduced |
| Cypress Capital Management LLC (WY) | 1,120 | $227.1K | 0.27% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,118 | $226.7K | 0.07% | −625−35.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,094 | $226.3K | 0.02% | +1,094 | New |
| Klingenstein Fields & Co LP | 1,114 | $225.9K | 0.01% | −75−6.3% | Reduced |