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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 58,868 | $11.9M | 2.28% | −719−1.2% | Reduced |
| CTC LLC | 58,583 | $11.9M | 0.53% | +2,557+4.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 58,442 | $11.9M | 0.41% | +486+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 58,244 | $11.8M | 0.18% | +12,882+28.4% | Added |
| Zevenbergen Capital Investments LLC | 58,000 | $11.8M | 0.30% | +58,000 | New |
| Amica Mutual Insurance Co | 57,857 | $11.7M | 1.38% | 00.0% | Unchanged |
| Interval Partners, LP | 57,500 | $11.7M | 0.48% | +49,500+618.8% | Added |
| Sycomore Asset Management | 56,426 | $11.6M | 2.98% | −47,632−45.8% | Reduced |
| Artemis Investment Management LLP | 57,378 | $11.6M | 0.16% | −18,991−24.9% | Reduced |
| Cornerstone Advisors, LLC | 56,900 | $11.5M | 0.54% | −8,000−12.3% | Reduced |
| Nomura Holdings Inc | 56,716 | $11.5M | 0.12% | +233+0.4% | Added |
| Tudor Investment Corp Et Al | 56,654 | $11.5M | 0.17% | −100,737−64.0% | Reduced |
| Baker Avenue Asset Management, LP | 56,589 | $11.5M | 0.57% | +34,443+155.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 56,575 | $11.5M | 1.50% | −1,600−2.8% | Reduced |
| Talbot Financial, LLC | 56,266 | $11.4M | 1.99% | +812+1.5% | Added |
| Engineers Gate Manager LP | 55,580 | $11.3M | 0.42% | +46,204+492.8% | Added |
| Light Street Capital Management, LLC | 55,555 | $11.3M | 3.32% | −42,940−43.6% | Reduced |
| Jones Financial Companies LLLP | 55,069 | $11.2M | 0.02% | −3,333−5.7% | Reduced |
| Synovus Financial Corp | 54,785 | $11.1M | 0.13% | +1,020+1.9% | Added |
| D.A. Davidson & Co. | 54,732 | $11.1M | 0.12% | +4,258+8.4% | Added |
| Partners Capital Investment Group, LLP | 54,300 | $11.0M | 0.26% | −1,649−2.9% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $11.0M | 0.52% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 53,818 | $10.9M | 0.29% | +53,607+25,406.2% | Added |
| Marco Investment Management LLC | 52,417 | $10.6M | 1.22% | +217+0.4% | Added |
| Strategic Wealth Designers | 52,234 | $10.6M | 1.92% | +5,059+10.7% | Added |
| Trexquant Investment LP | 52,013 | $10.5M | 0.26% | +52,013 | New |
| Annex Advisory Services, LLC | 51,829 | $10.5M | 0.64% | −4,959−8.7% | Reduced |
| Norinchukin Bank, The | 51,809 | $10.5M | 0.25% | −35,102−40.4% | Reduced |
| One Capital Management, LLC | 51,522 | $10.4M | 0.46% | +819+1.6% | Added |
| Dash Acquisitions Inc. | 50,451 | $10.4M | 4.18% | −15,688−23.7% | Reduced |
| Cornerstone Capital, Inc. | 51,089 | $10.4M | 1.25% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 50,986 | $10.3M | 0.44% | +2,400+4.9% | Added |
| Prudential PLC | 50,411 | $10.2M | 0.12% | +5,111+11.3% | Added |
| Abbrea Capital, LLC | 50,403 | $10.2M | 1.63% | +91+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 49,262 | $10.2M | 1.19% | −422−0.8% | Reduced |
| Cetera Investment Advisers | 49,985 | $10.1M | 0.09% | +470+0.9% | Added |
| Chesley Taft & Associates LLC | 49,889 | $10.1M | 0.66% | −393−0.8% | Reduced |
| Mill Capital Management, LLC | 49,715 | $10.1M | 0.99% | +60+0.1% | Added |
| Buckingham Capital Management, Inc. | 49,534 | $10.0M | 1.53% | +1,047+2.2% | Added |
| Northstar Asset Management Inc | 49,510 | $10.0M | 3.21% | −80−0.2% | Reduced |
| Edentree Asset Management Ltd | 49,440 | $10.0M | 3.93% | −2,000−3.9% | Reduced |
| Soros Capital Management LLC | 49,000 | $9.94M | 4.98% | +49,000 | New |
| GWM Advisors LLC | 48,058 | $9.75M | 0.11% | +8,188+20.5% | Added |
| Edge Wealth Management LLC | 47,991 | $9.73M | 2.27% | −315−0.7% | Reduced |
| Equitable Trust Co | 47,845 | $9.70M | 0.80% | +1,830+4.0% | Added |
| CMH Wealth Management LLC | 47,751 | $9.68M | 2.71% | +1,296+2.8% | Added |
| Metis Global Partners, LLC | 47,664 | $9.67M | 0.47% | +5,925+14.2% | Added |
| Rothschild Investment Corp | 47,480 | $9.63M | 0.81% | +28+0.1% | Added |
| Banque Cantonale Vaudoise | 47,407 | $9.61M | 0.48% | −2,728−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 47,323 | $9.60M | 0.30% | +10,336+27.9% | Added |
| Exchange Capital Management, Inc. | 46,500 | $9.43M | 1.78% | −841−1.8% | Reduced |
| Kemnay Advisory Services Inc. | 46,188 | $9.37M | 2.80% | +4,596+11.1% | Added |
| Advisory Services Network, LLC | 46,119 | $9.35M | 0.25% | +4,235+10.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 45,955 | $9.32M | 3.17% | +33+0.1% | Added |
| E. Ohman J:or Asset Management AB | 45,350 | $9.20M | 0.35% | −400−0.9% | Reduced |
| GDS Wealth Management | 44,931 | $9.11M | 1.43% | +2,843+6.8% | Added |
| Holocene Advisors, LP | 44,914 | $9.11M | 0.04% | +44,914 | New |
| Whittier Trust Co of Nevada Inc | 44,837 | $9.09M | 0.32% | −670−1.5% | Reduced |
| Roffman Miller Associates Inc | 44,780 | $9.08M | 0.72% | −8,696−16.3% | Reduced |
| BWCP, LP | 44,495 | $9.02M | 3.24% | −11,716−20.8% | Reduced |
| Moreno Evelyn V | 44,312 | $8.99M | 1.96% | +1,370+3.2% | Added |
| Verition Fund Management LLC | 44,235 | $8.97M | 0.12% | +11,548+35.3% | Added |
| Shell Asset Management Co | 44,210 | $8.96M | 0.37% | +16,927+62.0% | Added |
| Adell Harriman & Carpenter Inc | 43,804 | $8.88M | 0.92% | +412+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 43,656 | $8.85M | 0.04% | +43,656 | New |
| Iyo Bank, Ltd. | 43,532 | $8.83M | 4.81% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 43,241 | $8.77M | 1.13% | −433−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $8.76M | 0.16% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 43,000 | $8.72M | 0.14% | +34,000+377.8% | Added |
| Bradley Foster & Sargent Inc | 41,175 | $8.70M | 0.18% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 42,709 | $8.66M | 0.26% | +13,513+46.3% | Added |
| Motco | 42,578 | $8.63M | 0.59% | −1,064−2.4% | Reduced |
| Group One Trading, L.P. | 42,301 | $8.58M | 0.34% | −4,936−10.4% | Reduced |
| Quantinno Capital Management LP | 42,011 | $8.52M | 0.39% | +5,383+14.7% | Added |
| CWM, LLC | 41,984 | $8.51M | 0.05% | −66,549−61.3% | Reduced |
| CFM Wealth Partners LLC | 41,771 | $8.47M | 2.22% | −54−0.1% | Reduced |
| Virtu Financial LLC | 41,598 | $8.44M | 0.84% | +31,246+301.8% | Added |
| Bryn Mawr Trust Co | 41,486 | $8.41M | 0.37% | +132+0.3% | Added |
| Neville Rodie & Shaw Inc | 41,204 | $8.36M | 0.75% | −559−1.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 41,110 | $8.34M | 0.76% | +13,934+51.3% | Added |
| Laurion Capital Management LP | 40,694 | $8.25M | 0.22% | +40,294+10,073.5% | Added |
| Sandy Spring Bank | 40,557 | $8.22M | 0.46% | −1,900−4.5% | Reduced |
| Acadian Asset Management LLC | 40,526 | $8.21M | 0.03% | +4,589+12.8% | Added |
| Metropolitan Life Insurance Co | 40,299 | $8.17M | 0.42% | −2,367−5.5% | Reduced |
| Exchange Traded Concepts, LLC | 40,109 | $8.13M | 0.23% | −1,681−4.0% | Reduced |
| Stonebridge Capital Advisors LLC | 40,017 | $8.11M | 0.89% | +278+0.7% | Added |
| La Financiere de L'Echiquier | 40,000 | $8.11M | 0.42% | +40,000 | New |
| Lockheed Martin Investment Management Co | 43,110 | $8.06M | 0.62% | +1,310+3.1% | Added |
| Bogart Wealth, LLC | 39,741 | $8.06M | 0.50% | +880+2.3% | Added |
| Dakota Wealth Management | 39,515 | $8.01M | 0.35% | −4,666−10.6% | Reduced |
| Sand Hill Global Advisors, LLC | 39,274 | $7.96M | 0.44% | −795−2.0% | Reduced |
| Osborne Partners Capital Management, LLC | 39,268 | $7.96M | 0.59% | +941+2.5% | Added |
| Fiduciary Trust Co | 38,730 | $7.85M | 0.14% | +502+1.3% | Added |
| Leonteq Securities AG | 38,486 | $7.80M | 0.82% | +16,748+77.0% | Added |
| Brookstone Capital Management | 37,283 | $7.77M | 0.17% | −3,720−9.1% | Reduced |
| Kinneret Advisory, LLC | 38,229 | $7.75M | 0.96% | −23−0.1% | Reduced |
| Lido Advisors, LLC | 37,854 | $7.68M | 0.09% | −29,775−44.0% | Reduced |
| Channing Capital Management, LLC | 37,830 | $7.67M | 0.25% | −61−0.2% | Reduced |
| L & S Advisors Inc | 37,304 | $7.56M | 1.09% | +276+0.7% | Added |
| Bridgeway Capital Management, LLC | 37,280 | $7.56M | 0.18% | −600−1.6% | Reduced |