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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 37,239 | $7.55M | 0.29% | +328+0.9% | Added |
| Spire Wealth Management | 37,078 | $7.52M | 0.29% | −12,809−25.7% | Reduced |
| Means Investment Co., Inc. | 37,058 | $7.51M | 1.23% | −562−1.5% | Reduced |
| Oppenheimer & Co Inc | 37,002 | $7.50M | 0.15% | +3,367+10.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 36,930 | $7.49M | 2.06% | +18,390+99.2% | Added |
| Profund Advisors LLC | 36,828 | $7.47M | 0.41% | −2,724−6.9% | Reduced |
| Essex Investment Management Co LLC | 36,460 | $7.39M | 1.21% | −1,168−3.1% | Reduced |
| First National Trust Co | 36,359 | $7.37M | 0.35% | +178+0.5% | Added |
| Sandler Capital Management | 36,300 | $7.36M | 1.24% | +36,300 | New |
| Stratos Wealth Partners, LTD. | 35,960 | $7.29M | 0.16% | +4,313+13.6% | Added |
| Trust Co of Vermont | 35,915 | $7.28M | 0.49% | +379+1.1% | Added |
| Moors & Cabot, Inc. | 35,864 | $7.27M | 0.49% | −688−1.9% | Reduced |
| Cullinan Associates Inc | 35,857 | $7.27M | 0.42% | −2,600−6.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 35,824 | $7.26M | 0.36% | −16,549−31.6% | Reduced |
| Andra AP-fonden | 35,798 | $7.26M | 0.43% | +14,200+65.7% | Added |
| Eagle Asset Management Inc | 35,669 | $7.23M | 0.04% | +23,800+200.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,620 | $7.22M | 0.56% | +476+1.4% | Added |
| Pallas Capital Advisors LLC | 36,230 | $7.22M | 0.44% | +9,393+35.0% | Added |
| Forbes J M & Co LLP | 35,574 | $7.21M | 0.94% | +269+0.8% | Added |
| Quattro Financial Advisors LLC | 35,500 | $7.20M | 3.14% | +14,649+70.3% | Added |
| Commerce Bank | 35,197 | $7.14M | 0.06% | +2,140+6.5% | Added |
| Advisor Partners II, LLC | 35,117 | $7.12M | 0.29% | +1,865+5.6% | Added |
| Marks Group Wealth Management, Inc | 34,963 | $7.09M | 0.88% | −395−1.1% | Reduced |
| Meyer Handelman Co | 34,960 | $7.09M | 0.29% | +1,500+4.5% | Added |
| Great Lakes Advisors, LLC | 34,837 | $7.06M | 0.06% | +850+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 34,474 | $6.99M | 0.27% | +5,327+18.3% | Added |
| Grassi Investment Management | 33,913 | $6.88M | 0.79% | 00.0% | Unchanged |
| Philadelphia Trust Co | 33,869 | $6.87M | 0.71% | −5,967−15.0% | Reduced |
| Granite Bay Wealth Management, LLC | 31,731 | $6.86M | 0.07% | +31,731 | New |
| Empirical Finance, LLC | 33,272 | $6.75M | 0.50% | +3,469+11.6% | Added |
| FDx Advisors, Inc. | 33,069 | $6.71M | 0.56% | −21,214−39.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,025 | $6.70M | 1.00% | −31−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 33,001 | $6.69M | 0.44% | +5,072+18.2% | Added |
| Level Four Advisory Services, LLC | 32,972 | $6.69M | 0.43% | +32,972 | New |
| Portside Wealth Group, LLC | 32,953 | $6.68M | 1.26% | +267+0.8% | Added |
| Avantax Advisory Services, Inc. | 32,931 | $6.68M | 0.07% | +966+3.0% | Added |
| Nemes Rush Group LLC | 32,926 | $6.68M | 1.21% | +1,209+3.8% | Added |
| Greenland Capital Management LP | 32,738 | $6.64M | 0.79% | −18,329−35.9% | Reduced |
| HRT Financial LP | 32,690 | $6.63M | 0.07% | −3,965−10.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 32,572 | $6.60M | 2.28% | +1,406+4.5% | Added |
| Thames Capital Management LLC | 32,352 | $6.56M | 3.75% | −13,934−30.1% | Reduced |
| Power Corp of Canada | 32,126 | $6.51M | 0.41% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 32,111 | $6.48M | 3.56% | −2,416−7.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,900 | $6.47M | 1.88% | +5,500+20.8% | Added |
| Keybank National Association | 31,898 | $6.47M | 0.03% | −1,856−5.5% | Reduced |
| Novare Capital Management LLC | 31,654 | $6.42M | 0.72% | +71+0.2% | Added |
| Westwood Management Corp | 31,641 | $6.42M | 0.92% | −700−2.2% | Reduced |
| Arkadios Wealth Advisors | 31,580 | $6.40M | 0.61% | +5,281+20.1% | Added |
| Pinnacle Associates Ltd | 31,458 | $6.38M | 0.12% | −626−2.0% | Reduced |
| Zweig-DiMenna Associates LLC | 31,275 | $6.34M | 0.76% | +15,550+98.9% | Added |
| Lighthouse Investment Partners, LLC | 31,080 | $6.30M | 0.37% | +13,552+77.3% | Added |
| Desjardins Global Asset Management Inc. | 31,070 | $6.30M | 0.69% | +10,735+52.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,744 | $6.23M | 0.17% | −139−0.5% | Reduced |
| Highland Capital Management, LLC | 30,516 | $6.19M | 0.43% | −148−0.5% | Reduced |
| Shufro Rose & Co LLC | 30,298 | $6.14M | 0.58% | −70.0% | Reduced |
| Ceera Investments, LLC | 30,203 | $6.12M | 3.33% | −200−0.7% | Reduced |
| Independent Advisor Alliance | 30,109 | $6.11M | 0.28% | −120−0.4% | Reduced |
| Sawtooth Solutions, LLC | 30,070 | $6.10M | 0.20% | −1,274−4.1% | Reduced |
| Massmutual Trust Co FSB | 29,775 | $6.04M | 0.22% | +655+2.2% | Added |
| Procyon Private Wealth Partners, LLC | 29,481 | $5.98M | 0.61% | +12,371+72.3% | Added |
| Cary Street Partner Investment Advisory LLC | 29,452 | $5.97M | 0.32% | +3,137+11.9% | Added |
| RPG Investment Advisory, LLC | 29,329 | $5.95M | 1.09% | −8,037−21.5% | Reduced |
| Barrier Capital Management, LLC | 29,266 | $5.93M | 7.21% | +1,483+5.3% | Added |
| Sigma Planning Corp | 29,167 | $5.91M | 0.22% | −3,560−10.9% | Reduced |
| Vinva Investment Management Ltd | 28,744 | $5.84M | 0.56% | −674−2.3% | Reduced |
| Polar Asset Management Partners Inc. | 28,800 | $5.84M | 0.14% | −131,200−82.0% | Reduced |
| Bleakley Financial Group, LLC | 28,722 | $5.82M | 0.21% | −1,130−3.8% | Reduced |
| Girard Partners Ltd. | 28,671 | $5.81M | 0.66% | −3,371−10.5% | Reduced |
| Spinnaker Trust | 28,653 | $5.81M | 0.44% | −2,369−7.6% | Reduced |
| Gifford Fong Associates | 28,586 | $5.80M | 1.39% | 00.0% | Unchanged |
| Simmons Bank | 28,375 | $5.75M | 0.51% | −120.0% | Reduced |
| FourThought Financial Partners, LLC | 28,354 | $5.75M | 0.80% | −318−1.1% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $5.74M | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 28,280 | $5.74M | 0.45% | +1,580+5.9% | Added |
| Quintet Private Bank (Europe) S.A. | 28,186 | $5.72M | 0.38% | −530−1.8% | Reduced |
| Stelac Advisory Services LLC | 28,158 | $5.71M | 3.12% | 00.0% | Unchanged |
| Vestor Capital, LLC | 28,131 | $5.70M | 0.62% | +27,084+2,586.8% | Added |
| Summit Trail Advisors, LLC | 28,046 | $5.69M | 0.21% | −1,213−4.1% | Reduced |
| AXS Investments LLC | 28,037 | $5.69M | 1.47% | +1,064+3.9% | Added |
| Strategic Advisors LLC | 27,931 | $5.66M | 1.12% | +658+2.4% | Added |
| Bessemer Group Inc | 27,766 | $5.63M | 0.01% | −4,326−13.5% | Reduced |
| McRae Capital Management Inc | 27,707 | $5.62M | 1.66% | +390+1.4% | Added |
| Evergreen Capital Management LLC | 27,706 | $5.62M | 0.25% | −3,107−10.1% | Reduced |
| Burney Co | 27,652 | $5.61M | 0.26% | −10,514−27.5% | Reduced |
| SG Americas Securities, LLC | 27,646 | $5.61M | 0.07% | −104,823−79.1% | Reduced |
| Wedbush Securities Inc | 27,637 | $5.60M | 0.28% | +988+3.7% | Added |
| Consolidated Investment Group LLC | 27,600 | $5.60M | 1.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 27,562 | $5.59M | 0.28% | −282−1.0% | Reduced |
| Bank Hapoalim BM | 27,322 | $5.54M | 0.90% | −2,260−7.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 27,275 | $5.53M | 5.77% | −188−0.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,239 | $5.52M | 3.07% | −72−0.3% | Reduced |
| Hillman Capital Management, Inc. | 27,215 | $5.52M | 2.12% | −1,120−4.0% | Reduced |
| Y.D. More Investments Ltd | 27,215 | $5.52M | 1.13% | +7,370+37.1% | Added |
| First Horizon Advisors, Inc. | 27,206 | $5.52M | 0.20% | −2,028−6.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 27,166 | $5.51M | 0.62% | +1,149+4.4% | Added |
| Evercore Wealth Management, LLC | 27,152 | $5.51M | 0.10% | +1,468+5.7% | Added |
| Selkirk Management LLC | 27,000 | $5.48M | 4.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 26,989 | $5.47M | 0.31% | −1,884−6.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,960 | $5.47M | 0.29% | −2,593−8.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,727 | $5.42M | 0.76% | −1,869−6.5% | Reduced |