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; 2,492 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
- 2,294
- +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
- 949 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 96,168 | $19.5M | 0.35% | +216+0.2% | Added |
| Gulf International Bank (UK) Ltd | 94,781 | $19.2M | 0.54% | −10,606−10.1% | Reduced |
| Chilton Capital Management LLC | 94,624 | $19.2M | 1.08% | −4,051−4.1% | Reduced |
| Braun Stacey Associates Inc | 94,490 | $19.2M | 0.93% | −1,144−1.2% | Reduced |
| FORA Capital, LLC | 94,486 | $19.2M | 1.68% | +77,044+441.7% | Added |
| Credit Agricole S A | 94,426 | $19.1M | 0.59% | +17,376+22.6% | Added |
| Dana Investment Advisors, Inc. | 93,979 | $19.1M | 0.97% | +10,932+13.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 93,442 | $18.9M | 0.44% | −31,766−25.4% | Reduced |
| CIBC World Markets Corp | 93,287 | $18.9M | 0.19% | −21,450−18.7% | Reduced |
| Wealthfront Advisers LLC | 92,928 | $18.8M | 0.08% | +892+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 92,811 | $18.8M | 0.17% | +27,174+41.4% | Added |
| Stephens Inc | 91,748 | $18.6M | 0.36% | −28,954−24.0% | Reduced |
| Toroso Investments, LLC | 91,733 | $18.6M | 0.57% | +21,483+30.6% | Added |
| Boston Family Office LLC | 91,388 | $18.5M | 1.52% | +7,955+9.5% | Added |
| Jupiter Asset Management Ltd | 91,158 | $18.5M | 0.20% | 00.0% | Unchanged |
| RDST Capital LLC | 90,280 | $18.3M | 6.92% | +6,280+7.5% | Added |
| Honeycomb Asset Management LP | 90,000 | $18.3M | 4.46% | −15,000−14.3% | Reduced |
| NZS Capital, LLC | 89,882 | $18.2M | 0.98% | −113,469−55.8% | Reduced |
| Prio Wealth Limited Partnership | 89,678 | $18.2M | 0.70% | −18,466−17.1% | Reduced |
| Abner Herrman & Brock LLC | 89,469 | $18.1M | 2.78% | +655+0.7% | Added |
| Achmea Investment Management B.V. | 89,417 | $18.1M | 0.40% | +12,995+17.0% | Added |
| Harvest Portfolios Group Inc. | 89,174 | $18.1M | 0.85% | +5,249+6.3% | Added |
| Umb Bank N A | 88,975 | $18.0M | 0.29% | +23,815+36.5% | Added |
| Cambridge Trust Co | 88,873 | $18.0M | 0.83% | −1,390−1.5% | Reduced |
| British Columbia Investment Management Corp | 88,628 | $18.0M | 0.17% | −1,737−1.9% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 88,300 | $17.9M | 1.53% | +21,300+31.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 88,107 | $17.9M | 0.39% | −261−0.3% | Reduced |
| Front Barnett Associates LLC | 87,598 | $17.8M | 2.13% | −2,500−2.8% | Reduced |
| Optiver Holding B.V. | 86,815 | $17.6M | 0.50% | +86,815 | New |
| Summit Global Investments | 86,155 | $17.5M | 1.16% | +84,723+5,916.4% | Added |
| Ithaka Group LLC | 85,855 | $17.4M | 4.01% | −3,830−4.3% | Reduced |
| Governors Lane LP | 85,503 | $17.3M | 3.34% | −7,600−8.2% | Reduced |
| Tiaa Trust, National Association | 85,381 | $17.3M | 0.06% | +85,381 | New |
| NorthCrest Asset Manangement, LLC | 85,070 | $17.3M | 0.70% | −486−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 85,000 | $17.2M | 0.23% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 84,900 | $17.2M | 0.45% | +2,000+2.4% | Added |
| Pittenger & Anderson Inc | 84,387 | $17.1M | 0.86% | +245+0.3% | Added |
| MMBG Investment Advisors Co. | 83,189 | $16.9M | 2.13% | −150−0.2% | Reduced |
| Community Trust & Investment Co | 83,070 | $16.8M | 1.41% | +9,149+12.4% | Added |
| Capital International Sarl | 82,968 | $16.8M | 0.77% | +4,128+5.2% | Added |
| Boston Common Asset Management, LLC | 82,630 | $16.8M | 0.40% | +55+0.1% | Added |
| Elo Mutual Pension Insurance Co | 81,520 | $16.5M | 0.51% | −660−0.8% | Reduced |
| NewEdge Wealth, LLC | 80,253 | $16.3M | 0.52% | −8,166−9.2% | Reduced |
| Capital International Ltd | 79,885 | $16.2M | 0.93% | −665−0.8% | Reduced |
| Kentucky Retirement Systems | 79,780 | $16.2M | 0.56% | +1,064+1.4% | Added |
| ClariVest Asset Management LLC | 79,657 | $16.2M | 0.88% | −5,483−6.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 79,027 | $16.0M | 0.33% | −989−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 77,893 | $15.8M | 0.75% | +4,082+5.5% | Added |
| Old National Bancorp | 77,067 | $15.6M | 0.45% | +1,329+1.8% | Added |
| QRG Capital Management, Inc. | 76,531 | $15.5M | 0.27% | +76,531 | New |
| Paragon Capital Management Ltd | 76,081 | $15.4M | 3.47% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 75,577 | $15.3M | 2.11% | −1,052−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 75,290 | $15.3M | 0.21% | −927−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 74,883 | $15.2M | 0.48% | +24,028+47.2% | Added |
| Coronation Fund Managers Ltd. | 74,345 | $15.1M | 0.45% | −92,782−55.5% | Reduced |
| Maryland State Retirement & Pension System | 72,908 | $14.8M | 0.34% | +596+0.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 72,837 | $14.8M | 0.96% | −18,912−20.6% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $14.7M | 0.86% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 72,373 | $14.7M | 0.44% | +26,374+57.3% | Added |
| Ethic Inc. | 72,139 | $14.6M | 0.51% | +8,480+13.3% | Added |
| Washington Trust Co | 71,767 | $14.6M | 0.64% | +4,832+7.2% | Added |
| Kingsview Wealth Management, LLC | 71,410 | $14.5M | 0.52% | +8,426+13.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 70,725 | $14.3M | 0.05% | +68,283+2,796.2% | Added |
| Moran Wealth Management, LLC | 70,457 | $14.3M | 0.55% | +70,457 | New |
| Bridgecreek Investment Management, LLC | 70,195 | $14.2M | 2.91% | −2,500−3.4% | Reduced |
| Motley Fool Asset Management LLC | 70,124 | $14.2M | 1.14% | +253+0.4% | Added |
| Securian Asset Management, Inc | 69,895 | $14.2M | 0.42% | −9,976−12.5% | Reduced |
| Anchor Capital Advisors LLC | 69,882 | $14.2M | 0.40% | −2,574−3.6% | Reduced |
| Azimuth Capital Investment Management LLC | 69,810 | $14.2M | 0.70% | −143−0.2% | Reduced |
| Trybe Capital Management LP | 68,871 | $14.0M | 7.80% | 00.0% | Unchanged |
| Hartford Investment Management Co | 68,870 | $14.0M | 0.56% | −2,596−3.6% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $13.9M | 2.23% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 172,421 | $13.8M | 0.95% | +110,907+180.3% | Added |
| Assetmark, Inc | 67,893 | $13.8M | 0.06% | +20,351+42.8% | Added |
| Parallel Advisors, LLC | 67,042 | $13.6M | 0.45% | +1,791+2.7% | Added |
| JustInvest LLC | 67,023 | $13.6M | 0.41% | +2,742+4.3% | Added |
| Private Advisor Group, LLC | 66,846 | $13.6M | 0.12% | +566+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 66,714 | $13.5M | 0.24% | −576−0.9% | Reduced |
| Pathstone Family Office, LLC | 66,260 | $13.4M | 0.10% | +21,952+49.5% | Added |
| DuPont Capital Management Corp | 65,847 | $13.4M | 1.17% | +30,950+88.7% | Added |
| Payden & Rygel | 65,600 | $13.3M | 1.04% | +29,800+83.2% | Added |
| Payden & Rygel Investment Group | 65,600 | $13.3M | 1.04% | +65,600 | New |
| Middleton & Co Inc | 65,226 | $13.2M | 1.83% | −589−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 65,222 | $13.2M | 0.17% | +27,648+73.6% | Added |
| Freestone Capital Holdings, LLC | 65,050 | $13.2M | 0.70% | +5,257+8.8% | Added |
| Sit Investment Associates Inc | 64,803 | $13.1M | 0.36% | +435+0.7% | Added |
| Bayesian Capital Management, LP | 64,500 | $13.1M | 1.49% | +10,900+20.3% | Added |
| TD Waterhouse Canada Inc. | 59,766 | $13.1M | 0.14% | −10,226−14.6% | Reduced |
| Perigon Wealth Management, LLC | 63,433 | $12.9M | 0.52% | −4,936−7.2% | Reduced |
| Mizuho Markets Americas LLC | 63,183 | $12.8M | 0.48% | +63,183 | New |
| Captrust Financial Advisors | 63,175 | $12.8M | 0.05% | +5,023+8.6% | Added |
| Quest Investment Management LLC | 62,776 | $12.7M | 1.80% | +62,776 | New |
| Fulton Breakefield Broenniman LLC | 62,570 | $12.7M | 1.10% | −155−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 61,741 | $12.5M | 0.18% | −1,987−3.1% | Reduced |
| Mercer Global Advisors Inc | 61,523 | $12.5M | 0.05% | −6,760−9.9% | Reduced |
| Lyell Wealth Management, LP | 61,123 | $12.4M | 1.67% | −1,552−2.5% | Reduced |
| Cidel Asset Management Inc | 60,783 | $12.3M | 0.62% | −12,911−17.5% | Reduced |
| Louisiana State Employees Retirement System | 60,300 | $12.2M | 0.28% | −300−0.5% | Reduced |
| Twin Tree Management, LP | 59,971 | $12.2M | 0.41% | +59,971 | New |
| Flputnam Investment Management Co | 59,402 | $12.0M | 0.33% | +1,807+3.1% | Added |