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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 1,109 | $224.9K | 0.10% | −385−25.8% | Reduced |
| WealthBridge Capital Management, LLC | 1,109 | $224.9K | 0.09% | +11+1.0% | Added |
| Aveo Capital Partners, LLC | 1,109 | $224.9K | 0.03% | +100+9.9% | Added |
| Clear Creek Financial Management, LLC | 1,108 | $224.7K | 0.04% | −26−2.3% | Reduced |
| Highview Capital Management LLC | 1,105 | $224.1K | 0.13% | −39−3.4% | Reduced |
| Delta Financial Group, Inc. | 1,105 | $224.0K | 0.08% | −16−1.4% | Reduced |
| Carson Advisory Inc. | 1,103 | $223.7K | 0.20% | +21+1.9% | Added |
| DCM Advisors, LLC | 1,103 | $223.7K | 0.10% | +1,103 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,101 | $223.3K | 0.06% | +38+3.6% | Added |
| Phillips Wealth Planners LLC | 1,069 | $222.7K | 0.30% | −53−4.7% | Reduced |
| Westmount Partners, LLC | 1,097 | $222.4K | 0.10% | +16+1.5% | Added |
| Coastal Bridge Advisors, LLC | 1,097 | $222.4K | 0.06% | +1,097 | New |
| Belfer Management LLC | 1,096 | $222.3K | 5.76% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,093 | $222.0K | 0.02% | −42−3.7% | Reduced |
| Reuter James Wealth Management, LLC | 1,094 | $221.8K | 0.17% | −50−4.4% | Reduced |
| Epiq Partners, LLC | 1,091 | $221.2K | 0.17% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,088 | $220.6K | 0.10% | +1,088 | New |
| Silvercrest Asset Management Group LLC | 1,087 | $220.4K | 0.00% | −290−21.1% | Reduced |
| NFP Retirement, Inc. | 1,081 | $219.2K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,071 | $217.2K | 0.02% | +102+10.5% | Added |
| Harbor Group, Inc. | 1,071 | $217.2K | 0.12% | +1,071 | New |
| My Personal CFO, LLC | 1,070 | $217.0K | 0.18% | +1,070 | New |
| Wealth Architects, LLC | 1,070 | $216.9K | 0.04% | +68+6.8% | Added |
| Oxford Financial Group Ltd | 1,066 | $216.2K | 0.02% | −539−33.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,065 | $216.0K | 0.13% | −64−5.7% | Reduced |
| Cornerstone Advisory, LLC | 1,064 | $215.8K | 0.04% | +84+8.6% | Added |
| Pegasus Partners Ltd. | 1,063 | $215.6K | 0.03% | +93+9.6% | Added |
| Northeast Investment Management | 1,063 | $215.6K | 0.01% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 1,056 | $214.1K | 0.09% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,056 | $214.1K | 0.10% | +1,056 | New |
| Benjamin Edwards Inc | 1,055 | $214.0K | 0.05% | −205−16.3% | Reduced |
| Mattern Wealth Management LLC | 1,055 | $213.9K | 0.06% | +20+1.9% | Added |
| ZWJ Investment Counsel Inc | 1,055 | $213.9K | 0.01% | +1,055 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,053 | $213.5K | 0.03% | −231−18.0% | Reduced |
| Gemmer Asset Management LLC | 1,052 | $213.3K | 0.03% | −197−15.8% | Reduced |
| Dohj, LLC | 1,033 | $210.4K | 0.09% | −66−6.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $209.3K | 0.23% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,032 | $209.0K | 0.02% | +70+7.3% | Added |
| Sittner & Nelson, LLC | 1,028 | $208.5K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,027 | $208.3K | 0.10% | +9+0.9% | Added |
| Pinnacle West Asset Management, Inc. | 1,025 | $208.0K | 0.20% | +1,025 | New |
| SYSTM Wealth Solutions LLC | 1,025 | $207.8K | 0.03% | −3,547−77.6% | Reduced |
| SFG Wealth Management, LLC. | 1,025 | $207.8K | 0.17% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,025 | $207.8K | 0.09% | −24−2.3% | Reduced |
| Advisor OS, LLC | 1,021 | $207.0K | 0.03% | +1,021 | New |
| Clifford Swan Investment Counsel LLC | 1,017 | $206.2K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,016 | $206.0K | 0.28% | +20+2.0% | Added |
| Frisch Financial Group, Inc. | 1,014 | $206.0K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 1,005 | $204.0K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,006 | $204.0K | 0.03% | +153+17.9% | Added |
| Gratus Capital LLC | 1,006 | $204.0K | 0.01% | +1,006 | New |
| Trinity Financial Advisors LLC | 1,002 | $203.2K | 0.11% | −37−3.6% | Reduced |
| Hodges Capital Management Inc. | 1,000 | $203.0K | 0.02% | +1,000 | Added |
| Thompson Investment Management, Inc. | 1,000 | $202.8K | 0.04% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $202.8K | 0.16% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 995 | $202.0K | 0.08% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 993 | $201.4K | 0.11% | +1+0.1% | Added |
| Horizon Bancorp Inc | 969 | $196.0K | 0.13% | +697+256.3% | Added |
| Stephens Investment Management Group LLC | 942 | $191.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 942 | $191.0K | 0.22% | +942 | New |
| Hexagon Capital Partners LLC | 910 | $184.5K | 0.05% | −15−1.6% | Reduced |
| Front Row Advisors LLC | 902 | $182.9K | 0.08% | −4−0.4% | Reduced |
| Beacon Capital Management, LLC | 848 | $179.1K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 876 | $177.6K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 867 | $175.8K | 0.03% | +229+35.9% | Added |
| Focused Wealth Management, Inc | 857 | $173.8K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 850 | $172.4K | 0.08% | +10+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 850 | $172.4K | 0.09% | +850 | New |
| Headlands Technologies LLC | 846 | $171.6K | 0.08% | +394+87.2% | Added |
| Colonial Trust Co | 822 | $166.7K | 0.04% | +94+12.9% | Added |
| Carmel Capital Partners, LLC | 795 | $161.2K | 0.07% | +395+98.8% | Added |
| Financial Management Professionals, Inc. | 795 | $161.0K | 0.03% | +161+25.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $157.8K | 0.10% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 726 | $147.2K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 727 | $147.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 709 | $143.9K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $141.9K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 688 | $139.5K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 686 | $139.1K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 682 | $138.3K | 0.02% | −83−10.8% | Reduced |
| DT Investment Partners, LLC | 662 | $134.2K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 662 | $134.2K | 0.03% | −1,523−69.7% | Reduced |
| Tyler-Stone Wealth Management | 655 | $133.0K | 0.08% | +225+52.3% | Added |
| Manchester Capital Management LLC | 653 | $132.4K | 0.02% | +17+2.7% | Added |
| Sutton Wealth Advisors Inc. | 637 | $129.2K | 0.06% | −24−3.6% | Reduced |
| Deseret Mutual Benefit Administrators | 628 | $127.3K | 0.06% | −74−10.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 622 | $126.1K | 0.05% | +622 | New |
| KB Financial Partners, LLC | 616 | $125.0K | 0.04% | −29−4.5% | Reduced |
| Blume Capital Management, Inc. | 600 | $121.7K | 0.04% | −25−4.0% | Reduced |
| Globeflex Capital L P | 600 | $121.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 585 | $119.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 571 | $115.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 555 | $112.5K | 0.04% | +555 | New |
| Kessler Investment Group, LLC | 554 | $112.5K | 0.09% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 550 | $111.5K | 0.00% | +550 | New |
| Abound Wealth Management | 546 | $110.7K | 0.05% | +9+1.7% | Added |
| Earnest Partners LLC | 536 | $108.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 535 | $108.5K | 0.06% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 527 | $106.9K | 0.68% | −20−3.7% | Reduced |
| Baldwin Brothers Inc | 527 | $106.9K | 0.01% | 00.0% | Unchanged |