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	Value	% of portfolio	Change in shares	Action
Oribel Capital Management, LP	$0	0.00%	−77,500−100.0%	Sold out
GAM Holding AG	$0	0.00%	−66,819−100.0%	Sold out
Kingdon Capital Management, L.L.C.	$0	0.00%	−57,500−100.0%	Sold out
Bornite Capital Management LP	$0	0.00%	−50,000−100.0%	Sold out
Shannon River Fund Management LLC	$0	0.00%	−42,136−100.0%	Sold out
Brookfield Asset Management Inc.	$0	0.00%	−38,246−100.0%	Sold out
Clear Street LLC	$0	0.00%	−35,800−100.0%	Sold out
JS Capital Management LLC	$0	0.00%	−35,000−100.0%	Sold out
Chiron Investment Management, LLC	$0	0.00%	−33,115−100.0%	Sold out
Barometer Capital Management Inc.	$0	0.00%	−32,380−100.0%	Sold out
Seven Eight Capital, LP	$0	0.00%	−21,734−100.0%	Sold out
Veritable, L.P.	$0	0.00%	−18,774−100.0%	Sold out
Harbor Spring Capital, LLC	$0	0.00%	−18,433−100.0%	Sold out
B & T Capital Management DBA Alpha Capital Management	$0	0.00%	−25,282−100.0%	Sold out
Central Asset Investments & Management Holdings (HK) Ltd	$0	0.00%	−14,945−100.0%	Sold out
Neo Ivy Capital Management	$0	0.00%	−14,892−100.0%	Sold out
Pinnbrook Capital Management LP	$0	0.00%	−12,672−100.0%	Sold out
Vident Investment Advisory, LLC	$0	0.00%	−12,461−100.0%	Sold out
Cipher Capital LP	$0	0.00%	−9,651−100.0%	Sold out
Segall Bryant & Hamill, LLC	$0	0.00%	−8,791−100.0%	Sold out
IronBridge Private Wealth, LLC	$0	0.00%	−8,177−100.0%	Sold out
Mirabella Financial Services LLP	$0	0.00%	−6,374−100.0%	Sold out
Absolute Capital Management, LLC	$0	0.00%	−6,001−100.0%	Sold out
Next Century Growth Investors LLC	$0	0.00%	−5,842−100.0%	Sold out
Harvest Volatility Management LLC	$0	0.00%	−5,684−100.0%	Sold out
Landscape Capital Management, L.L.C.	$0	0.00%	−4,974−100.0%	Sold out
RIA Advisory Group LLC	$0	0.00%	−4,767−100.0%	Sold out
Ergoteles LLC	$0	0.00%	−4,425−100.0%	Sold out
Dark Forest Capital Management LP	$0	0.00%	−4,123−100.0%	Sold out
Northstar Asset Management LLC	$0	0.00%	−4,027−100.0%	Sold out
K.J. Harrison & Partners Inc	$0	0.00%	−4,023−100.0%	Sold out
Midwest Financial Group LLC	$0	0.00%	−3,939−100.0%	Sold out
Maven Securities LTD	$0	0.00%	−3,916−100.0%	Sold out
Friedenthal Financial	$0	0.00%	−3,281−100.0%	Sold out
Donoghue Forlines LLC	$0	0.00%	−3,268−100.0%	Sold out
Diametric Capital, LP	$0	0.00%	−3,012−100.0%	Sold out
Prelude Capital Management, LLC	$0	0.00%	−2,902−100.0%	Sold out
QCM Cayman, Ltd.	$0	0.00%	−2,869−100.0%	Sold out
CenterStar Asset Management, LLC	$0	0.00%	−2,792−100.0%	Sold out
Troluce Capital Advisors LLC	$0	0.00%	−2,500−100.0%	Sold out
AlphaStar Capital Management, LLC	$0	0.00%	−2,315−100.0%	Sold out
WBI Investments	$0	0.00%	−2,247−100.0%	Sold out
Advanced Portfolio Management, LLC	$0	0.00%	−2,143−100.0%	Sold out
Commons Capital, LLC	$0	0.00%	−2,139−100.0%	Sold out
Hyperion Capital Advisors LP	$0	0.00%	−1,934−100.0%	Sold out
Industrial Alliance Investment Management Inc.	$0	0.00%	−1,779−100.0%	Sold out
Deuterium Capital Management, LLC	$0	0.00%	−1,767−100.0%	Sold out
Wallace Capital Management Inc.	$0	0.00%	−1,670−100.0%	Sold out
Crewe Advisors LLC	$0	0.00%	−1,589−100.0%	Sold out
Clear Street Markets LLC	$0	0.00%	−1,568−100.0%	Sold out
Weiss Multi-Strategy Advisers LLC	$0	0.00%	−1,523−100.0%	Sold out
Jackson Square Capital, LLC	$0	0.00%	−1,514−100.0%	Sold out
Capricorn Fund Managers Ltd	$0	0.00%	−1,500−100.0%	Sold out
Mill Creek Capital Advisors, LLC	$0	0.00%	−1,463−100.0%	Sold out
King Wealth	$0	0.00%	−1,464−100.0%	Sold out
Aspen Grove Capital, LLC	$0	0.00%	−1,461−100.0%	Sold out
Aigen Investment Management, LP	$0	0.00%	−1,416−100.0%	Sold out
Beacon Financial Group	$0	0.00%	−1,398−100.0%	Sold out
Delphia (USA) Inc.	$0	0.00%	−1,380−100.0%	Sold out
Single Point Partners, LLC	$0	0.00%	−1,345−100.0%	Sold out
Curi Capital	$0	0.00%	−1,269−100.0%	Sold out
Prosperity Financial Group, Inc.	$0	0.00%	−1,254−100.0%	Sold out
Buffington Mohr McNeal	$0	0.00%	−1,241−100.0%	Sold out
Forte Capital LLC	$0	0.00%	−1,236−100.0%	Sold out
Zhang Financial LLC	$0	0.00%	−1,138−100.0%	Sold out
Windsor Group LTD	$0	0.00%	−1,140−100.0%	Sold out
Chilton Investment Co LLC	$0	0.00%	−1,140−100.0%	Sold out
McAlister, Sweet & Associates, Inc.	$0	0.00%	−1,101−100.0%	Sold out
Tilia Fiduciary Partners, Inc.	$0	0.00%	−1,092−100.0%	Sold out
Summit X, LLC	$0	0.00%	−1,084−100.0%	Sold out
Benedetti & Gucer, Inc.	$0	0.00%	−1,083−100.0%	Sold out
C2C Wealth Management, LLC	$0	0.00%	−973−100.0%	Sold out
Morris Retirement Advisors, LLC	$0	0.00%	−1,042−100.0%	Sold out
Monticello Wealth Management, LLC	$0	0.00%	−1,037−100.0%	Sold out
Ziegler Capital Management, LLC	$0	0.00%	−1,031−100.0%	Sold out
KWB Wealth	$0	0.00%	−1,026−100.0%	Sold out
Sax Wealth Advisors, LLC	$0	0.00%	−1,022−100.0%	Sold out
Kapitalo Investimentos Ltda	$0	0.00%	−1,013−100.0%	Sold out
Journey Advisory Group, LLC	$0	0.00%	−1,009−100.0%	Sold out
Account Management LLC	$0	0.00%	−1,005−100.0%	Sold out
Affinity Capital Advisors, LLC	$0	0.00%	−1,000−100.0%	Sold out
Price Jennifer C.	$0	0.00%	−1,000−100.0%	Sold out
Liberty Wealth Management LLC	$0	0.00%	−998−100.0%	Sold out
Phocas Financial Corp.	$0	0.00%	−995−100.0%	Sold out
Verum Partners LLC	$0	0.00%	−995−100.0%	Sold out
American Trust	$0	0.00%	−980−100.0%	Sold out
McDonald Partners LLC	$0	0.00%	−979−100.0%	Sold out
Centric Wealth Management	$0	0.00%	−969−100.0%	Sold out
Wellspring Financial Advisors, LLC	$0	0.00%	−974−100.0%	Sold out
Oak Hill Wealth Advisors, LLC	$0	0.00%	−972−100.0%	Sold out
Townsend & Associates, Inc	$0	0.00%	−908−100.0%	Sold out
Summit Wealth Group, LLC	$0	0.00%	−965−100.0%	Sold out
Enzi Wealth	$0	0.00%	−878−100.0%	Sold out
Forza Wealth Management, LLC	$0	0.00%	−957−100.0%	Sold out
Clifford Group, LLC	$0	0.00%	−957−100.0%	Sold out
Apriem Advisors	$0	0.00%	−955−100.0%	Sold out
Sweet Financial Partners, LLC	$0	0.00%	−953−100.0%	Sold out
Smith Anglin Financial, LLC	$0	0.00%	−948−100.0%	Sold out
Intrepid Financial Planning Group LLC	$0	0.00%	−948−100.0%	Sold out
ICA Group Wealth Management, LLC	$0	0.00%	−908−100.0%	Sold out