Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 2,293 institutions

Value heldQ3 2023: $155.1B

Institutions holding CRM and their total value by quarter
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.

Institutions holding CRM in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Gables Capital Management Inc.	116	$23.5K	0.02%	−500−81.2%	Reduced
Cedar Mountain Advisors, LLC	111	$22.5K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	110	$22.3K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	108	$21.9K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	105	$21.3K	0.01%	00.0%	Unchanged
Mendota Financial Group, LLC	102	$20.7K	0.02%	−235−69.7%	Reduced
Belmont Capital, LLC	101	$20.5K	0.01%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	100	$20.3K	0.01%	00.0%	Unchanged
Tacita Capital Inc	100	$20.3K	0.02%	00.0%	Unchanged
Dividend Assets Capital, LLC	100	$20.0K	0.00%	−25−20.0%	Reduced
Quarry LP	96	$19.5K	0.01%	−97−50.3%	Reduced
Steward Financial Group LLC	97	$19.0K	0.01%	−3−3.0%	Reduced
Cohen & Steers, Inc.	94	$19.0K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	91	$18.5K	0.01%	−53−36.8%	Reduced
Granite FO LLC	89	$18.0K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	89	$18.0K	0.01%	+42+89.4%	Added
Private Ocean, LLC	80	$16.2K	0.00%	−8−9.1%	Reduced
Knott David M Jr	77	$16.0K	0.01%	00.0%	Unchanged
Ameliora Wealth Management Ltd.	78	$15.8K	0.01%	+78	New
Sugarloaf Wealth Management, LLC	76	$15.4K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	75	$15.2K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	75	$15.2K	0.01%	00.0%	Unchanged
Lee Financial Co	73	$14.8K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	70	$14.2K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	69	$14.0K	0.01%	00.0%	Unchanged
Stephenson National Bank & Trust	66	$13.4K	0.01%	00.0%	Unchanged
HHM Wealth Advisors, LLC	64	$13.0K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	62	$12.6K	0.01%	−598−90.6%	Reduced
Johnson Midwest Financial, LLC	60	$12.2K	0.03%	−20−25.0%	Reduced
Trust Co	60	$12.2K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	59	$12.0K	0.00%	00.0%	Unchanged
PFS Partners, LLC	58	$11.8K	0.01%	00.0%	Unchanged
Centennial Bank	58	$11.8K	0.01%	+43+286.7%	Added
Avion Wealth	59	$11.0K	0.00%	+13+28.3%	Added
Park Circle Co	54	$10.9K	0.01%	00.0%	Unchanged
Hibernia Wealth Partners, LLC	53	$10.7K	0.01%	+53	New
Savior LLC	50	$10.1K	0.07%	00.0%	Unchanged
Mechanics Financial Corp	50	$10.1K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	50	$10.0K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	48	$9.73K	0.00%	−136−73.9%	Reduced
New England Capital Financial Advisors LLC	45	$9.13K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	47	$9.00K	0.00%	−9−16.1%	Reduced
Morton Brown Family Wealth, LLC	42	$8.52K	0.00%	00.0%	Unchanged
Bull Oak Capital, LLC	37	$7.50K	0.01%	+37	New
HWG Holdings LP	36	$7.30K	0.00%	00.0%	Unchanged
Rogco, LP	35	$7.10K	0.00%	+35	New
First Community Trust NA	33	$6.69K	0.01%	00.0%	Unchanged
Bourgeon Capital Management LLC	30	$6.08K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	30	$6.08K	0.00%	+30	New
Authentikos Wealth Advisory, LLC	30	$6.08K	0.01%	+30	New
Pacifica Partners Inc.	30	$6.06K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	30	$6.00K	0.01%	−46−60.5%	Reduced
Buck Wealth Strategies, LLC	29	$5.88K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	29	$5.88K	0.00%	+5+20.8%	Added
Ranger Investment Management, L.P.	28	$5.68K	0.00%	00.0%	Unchanged
Davidson Capital Management Inc.	26	$5.27K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$5.27K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	26	$5.27K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	26	$5.27K	0.00%	+26	New
Godsey & Gibb Associates	25	$5.07K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$5.00K	0.00%	−85−77.3%	Reduced
Roble, Belko & Company, Inc	26	$5.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	23	$4.66K	0.00%	−24−51.1%	Reduced
Jackson, Grant Investment Advisers, Inc.	22	$4.46K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	21	$4.26K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	19	$4.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	19	$3.85K	0.00%	00.0%	Unchanged
Flaharty Asset Management, LLC	19	$3.85K	0.00%	+19	New
Lowe Wealth Advisors, LLC	18	$3.65K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	14	$3.00K	0.00%	+14	New
Briaud Financial Planning, Inc	15	$3.00K	0.00%	+15	New
Ritter Daniher Financial Advisory LLC	13	$2.64K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	12	$2.43K	0.00%	00.0%	Unchanged
Legacy Financial Group LLC	10	$2.03K	0.00%	+10	New
Nalls Sherbakoff Group, LLC	9	$1.83K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	9	$1.83K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	8	$1.62K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	7	$1.42K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	7	$1.42K	0.00%	00.0%	Unchanged
PayPay Securities Corp	30	$1.38K	0.07%	+12+66.7%	Added
Delos Wealth Advisors, LLC	6	$1.33K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.22K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$812	0.00%	00.0%	Unchanged
Insight Financial Services	3	$608	0.00%	00.0%	Unchanged
Robinswood Financial LLC	3	$608	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	2	$406	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	1	$203	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$203	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	0	$11	0.00%	0	Unchanged
Sofos Investments, Inc.	107,299	–	–	+102,331+2,059.8%	Added
Transamerica Financial Advisors, Inc.	1	–	–	00.0%	Unchanged
Quilter Plc	130,840	–	–	+13,755+11.7%	Added
TD Ameritrade Investment Management, LLC	0	$0	0.00%	−116−100.0%	Sold out
Trivest Advisors Ltd	0	$0	0.00%	−952,000−100.0%	Sold out
Deccan Value Investors L.P.	0	$0	0.00%	−934,595−100.0%	Sold out
Healthcare of Ontario Pension Plan Trust Fund	0	$0	0.00%	−244,700−100.0%	Sold out
Alta Park Capital, LP	0	$0	0.00%	−177,471−100.0%	Sold out
O'Neil Global Advisors, Inc.	0	$0	0.00%	−136,685−100.0%	Sold out
Columbus Hill Capital Management, L.P.	0	$0	0.00%	−89,500−100.0%	Sold out