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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 521 | $105.6K | 0.07% | −238−31.4% | Reduced |
| Highline Wealth Partners LLC | 517 | $104.8K | 0.06% | +338+188.8% | Added |
| Hall Laurie J Trustee | 515 | $104.0K | 0.04% | −30−5.5% | Reduced |
| Pin Oak Investment Advisors Inc | 513 | $104.0K | 0.12% | +40+8.5% | Added |
| CoreFirst Bank & Trust | 500 | $101.4K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 495 | $100.0K | 0.02% | +30+6.5% | Added |
| Operose Advisors LLC | 481 | $97.5K | 0.04% | +385+401.0% | Added |
| Clean Yield Group | 461 | $95.4K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 467 | $94.7K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 455 | $92.3K | 0.04% | +10+2.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $92.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 453 | $91.9K | 0.01% | −143−24.0% | Reduced |
| Bell Investment Advisors, Inc | 452 | $91.7K | 0.02% | +9+2.0% | Added |
| Activest Wealth Management | 448 | $90.8K | 0.06% | −387−46.3% | Reduced |
| Sound Income Strategies, LLC | 432 | $87.6K | 0.01% | −12−2.7% | Reduced |
| RFP Financial Group LLC | 430 | $87.2K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 416 | $84.4K | 0.02% | −100−19.4% | Reduced |
| Virtus Investment Advisers, Inc. | 416 | $84.4K | 0.06% | −48−10.3% | Reduced |
| Financial Connections Group, Inc. | 416 | $84.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 410 | $83.0K | 0.06% | +35+9.3% | Added |
| Byrne Asset Management LLC | 405 | $82.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 404 | $81.9K | 0.03% | −89−18.1% | Reduced |
| WFA Asset Management Corp | 400 | $81.1K | 0.05% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 398 | $80.7K | 0.06% | +310+352.3% | Added |
| Carolinas Wealth Consulting LLC | 400 | $80.3K | 0.02% | −51−11.3% | Reduced |
| Atlas Capital Advisors LLC | 395 | $80.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 395 | $80.1K | 0.06% | +395 | New |
| GW&K Investment Management, LLC | 393 | $80.0K | 0.00% | +67+20.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 384 | $77.9K | 0.02% | +220+134.1% | Added |
| Archer Investment Corp | 372 | $75.4K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 368 | $75.0K | 0.01% | −220−37.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 365 | $74.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 360 | $73.0K | 0.06% | +201+126.4% | Added |
| City Holding Co | 360 | $73.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $67.1K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $66.9K | 0.06% | – | – |
| Bay Harbor Wealth Management, LLC | 323 | $65.5K | 0.03% | +9+2.9% | Added |
| Column Capital Advisors, LLC | 320 | $64.9K | 0.01% | −7−2.1% | Reduced |
| Impact Partnership Wealth, LLC | 320 | $64.9K | 0.02% | +222+226.5% | Added |
| FSC Wealth Advisors, LLC | 318 | $64.5K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 317 | $64.3K | 0.01% | +9+2.9% | Added |
| Community Bank, N.A. | 314 | $63.7K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $63.1K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 314 | $63.0K | 0.02% | −11−3.4% | Reduced |
| Portland Hill Asset Management Ltd | 311 | $63.0K | 0.16% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $62.9K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 300 | $60.8K | 0.28% | −2,860−90.5% | Reduced |
| Antonetti Capital Management LLC | 300 | $60.8K | 0.10% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 300 | $60.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 297 | $60.5K | 0.03% | +4+1.4% | Added |
| Logan Capital Management Inc | 298 | $60.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 292 | $59.2K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 269 | $56.8K | 0.01% | +8+3.1% | Added |
| Blue Bell Private Wealth Management, LLC | 279 | $56.6K | 0.02% | +153+121.4% | Added |
| Chesapeake Asset Management LLC | 271 | $55.0K | 0.05% | +9+3.4% | Added |
| West Branch Capital LLC | 268 | $54.3K | 0.03% | +3+1.1% | Added |
| Atwood & Palmer Inc | 267 | $54.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 262 | $53.1K | 0.01% | −12−4.4% | Reduced |
| Tower View Investment Management & Research LLC | 260 | $53.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 259 | $52.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 250 | $50.7K | 0.03% | +250 | New |
| GoalVest Advisory LLC | 246 | $49.9K | 0.02% | +27+12.3% | Added |
| Intrepid Capital Management Inc | 236 | $47.9K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 233 | $47.2K | 0.01% | −81−25.8% | Reduced |
| WR Wealth Planners, LLC | 228 | $46.2K | 0.02% | −132−36.7% | Reduced |
| JCIC Asset Management Inc. | 224 | $45.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 223 | $45.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 215 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 216 | $43.8K | 0.01% | −10−4.4% | Reduced |
| Tortoise Investment Management, LLC | 209 | $42.4K | 0.01% | +14+7.2% | Added |
| Pacific Center for Financial Services | 204 | $41.4K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 200 | $40.6K | 0.00% | +200 | New |
| Rosenberg Matthew Hamilton | 194 | $39.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 191 | $38.7K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 190 | $38.5K | 0.07% | +3+1.6% | Added |
| Peoples Bank | 190 | $38.5K | 0.03% | +190 | New |
| McIlrath & Eck, LLC | 188 | $38.1K | 0.01% | −63−25.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $37.1K | 0.02% | −12−6.2% | Reduced |
| Armstrong Advisory Group, Inc | 182 | $36.9K | 0.00% | −54−22.9% | Reduced |
| Macroview Investment Management LLC | 179 | $36.3K | 0.05% | +16+9.8% | Added |
| Perkins Coie Trust Co | 178 | $36.1K | 0.01% | +14+8.5% | Added |
| Retirement Group, LLC | 172 | $34.9K | 0.01% | −79−31.5% | Reduced |
| Tradewinds Capital Management, LLC | 169 | $34.3K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 165 | $33.5K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 163 | $33.1K | 0.03% | −1,000−86.0% | Reduced |
| Raffa Wealth Management, LLC | 159 | $32.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 159 | $32.2K | 0.01% | −24−13.1% | Reduced |
| Hoey Investments, Inc | 150 | $30.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 150 | $30.4K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 148 | $30.0K | 0.01% | −1,732−92.1% | Reduced |
| Oakworth Capital, Inc. | 146 | $29.6K | 0.00% | −48−24.7% | Reduced |
| Pflug Koory, LLC | 145 | $29.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 144 | $29.2K | 0.00% | −152−51.4% | Reduced |
| Northwest Investment Counselors, LLC | 141 | $28.6K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 130 | $26.4K | 0.01% | −20−13.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 128 | $26.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 120 | $24.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 119 | $24.1K | 0.00% | +23+24.0% | Added |
| RE Dickinson Investment Advisors, LLC | 118 | $24.0K | 0.02% | +110+1,375.0% | Added |
| Coppell Advisory Solutions LLC | 180 | $23.9K | 0.01% | −42−18.9% | Reduced |