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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 26,610 | $5.40M | 0.63% | −283−1.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,501 | $5.37M | 2.36% | −55−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 26,491 | $5.37M | 0.25% | +5,288+24.9% | Added |
| United Services Automobile Association | 26,459 | $5.37M | 0.14% | +3,460+15.0% | Added |
| National Asset Management, Inc. | 26,343 | $5.34M | 0.14% | −5,390−17.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 26,324 | $5.34M | 4.96% | +370+1.4% | Added |
| Codex Capital, L.L.C. | 26,300 | $5.33M | 3.44% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 26,212 | $5.32M | 0.05% | −59−0.2% | Reduced |
| LGT Group Foundation | 26,070 | $5.31M | 0.13% | +2,249+9.4% | Added |
| Webster Bank, N. A. | 25,990 | $5.27M | 0.71% | −438−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 25,969 | $5.27M | 0.11% | +3,209+14.1% | Added |
| MAI Capital Management | 25,952 | $5.26M | 0.08% | −342−1.3% | Reduced |
| Peloton Wealth Strategists | 25,875 | $5.25M | 2.42% | −680−2.6% | Reduced |
| Premier Fund Managers Ltd | 25,720 | $5.23M | 0.25% | −15,370−37.4% | Reduced |
| Johnson Investment Counsel Inc | 25,765 | $5.22M | 0.07% | −1,296−4.8% | Reduced |
| Fragasso Group Inc. | 25,599 | $5.19M | 0.55% | −718−2.7% | Reduced |
| Empowered Funds, LLC | 25,532 | $5.18M | 0.15% | +6,310+32.8% | Added |
| Chartwell Investment Partners, LLC | 25,479 | $5.17M | 0.20% | +6,118+31.6% | Added |
| Marietta Wealth Management, LLC | 25,420 | $5.15M | 1.02% | −371−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 71,454 | $5.12M | 0.23% | −585−0.8% | Reduced |
| SP Asset Management LLC | 25,158 | $5.10M | 0.57% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 24,772 | $5.02M | 0.41% | +350+1.4% | Added |
| Fundamentun, LLC | 24,767 | $5.02M | 0.75% | +2,882+13.2% | Added |
| Kornitzer Capital Management Inc | 24,755 | $5.02M | 0.10% | +2,826+12.9% | Added |
| Gilder Gagnon Howe & Co LLC | 24,719 | $5.01M | 0.08% | +181+0.7% | Added |
| Central Trust Co | 24,715 | $5.01M | 0.14% | +616+2.6% | Added |
| Twin Capital Management Inc | 24,659 | $5.00M | 0.72% | −1,889−7.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 24,451 | $4.96M | 0.50% | +11,586+90.1% | Added |
| Mizuho Markets Cayman LP | 24,440 | $4.96M | 2.20% | −7,487−23.5% | Reduced |
| Cohen Capital Management, Inc. | 24,359 | $4.94M | 1.01% | 00.0% | Unchanged |
| First Nebraska Trust Co | 24,297 | $4.93M | 0.61% | +760+3.2% | Added |
| Dillon & Associates Inc | 24,134 | $4.90M | 0.94% | +3,191+15.2% | Added |
| Great Valley Advisor Group, Inc. | 24,064 | $4.88M | 0.20% | −3,676−13.3% | Reduced |
| De Burlo Group Inc | 23,979 | $4.86M | 0.84% | −550−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 23,912 | $4.85M | 0.51% | +2,258+10.4% | Added |
| Progressive Investment Management Corp | 23,737 | $4.81M | 1.56% | +102+0.4% | Added |
| Zacks Investment Management | 23,706 | $4.81M | 0.06% | +1,695+7.7% | Added |
| Caxton Associates LP | 23,500 | $4.77M | 0.67% | +23,500 | New |
| Meridian Management Co | 23,296 | $4.72M | 1.54% | −134−0.6% | Reduced |
| Jag Capital Management, LLC | 23,209 | $4.71M | 0.57% | −64,491−73.5% | Reduced |
| Van Strum & Towne Inc. | 23,164 | $4.70M | 1.98% | −115−0.5% | Reduced |
| Private Asset Management Inc | 23,042 | $4.67M | 1.10% | −8,538−27.0% | Reduced |
| Vision Capital Management, Inc. | 22,608 | $4.58M | 0.84% | +1,823+8.8% | Added |
| Boston Financial Mangement LLC | 22,431 | $4.55M | 0.17% | −1,024−4.4% | Reduced |
| Iowa State Bank | 22,363 | $4.53M | 1.18% | −1,237−5.2% | Reduced |
| Strategic Blueprint, LLC | 22,229 | $4.51M | 0.42% | +6,017+37.1% | Added |
| Golden State Equity Partners | 22,165 | $4.49M | 1.25% | +166+0.8% | Added |
| St Germain D J Co Inc | 22,110 | $4.48M | 0.25% | +900+4.2% | Added |
| D L Carlson Investment Group Inc | 22,096 | $4.48M | 0.90% | −103−0.5% | Reduced |
| M. Kulyk & Associates, LLC | 22,045 | $4.47M | 1.24% | +593+2.8% | Added |
| Lazard Freres Gestion S.A.S. | 22,032 | $4.47M | 0.14% | +1,923+9.6% | Added |
| Stoneridge Investment Partners LLC | 21,897 | $4.44M | 2.10% | −799−3.5% | Reduced |
| Elite Wealth Management, Inc. | 21,869 | $4.43M | 1.43% | +54+0.2% | Added |
| Pearl River Capital, LLC | 21,796 | $4.42M | 0.69% | +21,796 | New |
| Roanoke Asset Management Corp | 21,760 | $4.41M | 1.81% | −55−0.3% | Reduced |
| AIA Group Ltd | 21,742 | $4.41M | 0.22% | +12,354+131.6% | Added |
| Plimoth Trust Co LLC | 21,680 | $4.40M | 1.38% | −1,250−5.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,676 | $4.40M | 0.38% | −470−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 21,630 | $4.39M | 0.41% | −175−0.8% | Reduced |
| Hyman Charles D | 21,609 | $4.38M | 0.28% | −450−2.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,582 | $4.38M | 2.35% | −2,583−10.7% | Reduced |
| Independent Financial Group, LLC | 21,515 | $4.36M | 0.28% | +576+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 21,393 | $4.34M | 0.71% | −17,128−44.5% | Reduced |
| Brown Brothers Harriman & Co | 21,320 | $4.32M | 0.04% | +240+1.1% | Added |
| DFPG Investments, LLC | 20,530 | $4.31M | 0.40% | +1,189+6.1% | Added |
| Thoroughbred Financial Services, LLC | 21,194 | $4.30M | 0.42% | +2,443+13.0% | Added |
| RB Capital Management, LLC | 21,105 | $4.28M | 1.39% | +46+0.2% | Added |
| KCM Investment Advisors LLC | 21,039 | $4.27M | 0.18% | −3,500−14.3% | Reduced |
| Meridian Wealth Management, LLC | 21,036 | $4.27M | 0.26% | +528+2.6% | Added |
| Miracle Mile Advisors, LLC | 21,000 | $4.26M | 0.13% | −475−2.2% | Reduced |
| Echo Street Capital Management LLC | 20,985 | $4.26M | 0.04% | +14,838+241.4% | Added |
| Trifecta Capital Advisors, LLC | 20,981 | $4.25M | 1.37% | +734+3.6% | Added |
| Siemens Fonds Invest GmbH | 20,896 | $4.24M | 0.43% | −238−1.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,872 | $4.23M | 1.95% | +70+0.3% | Added |
| Once Capital Management, LLC | 20,800 | $4.22M | 4.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,792 | $4.22M | 0.07% | +58+0.3% | Added |
| Financial Enhancement Group LLC | 20,217 | $4.22M | 0.81% | +540+2.7% | Added |
| Vestcor Inc | 20,764 | $4.21M | 0.15% | −2,392−10.3% | Reduced |
| HBW Advisory Services LLC | 20,762 | $4.21M | 0.88% | −3,147−13.2% | Reduced |
| Peapack Gladstone Financial Corp | 20,676 | $4.19M | 0.08% | +268+1.3% | Added |
| Icon Wealth Partners, LLC | 20,651 | $4.19M | 0.48% | −187−0.9% | Reduced |
| Garde Capital, Inc. | 20,646 | $4.19M | 0.36% | −471−2.2% | Reduced |
| Bridge Creek Capital Management LLC | 20,638 | $4.18M | 1.59% | −15−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,595 | $4.18M | 0.11% | +5,768+38.9% | Added |
| Petredis Investment Advisors LLC | 20,438 | $4.14M | 0.59% | +77+0.4% | Added |
| Sawyer & Company, Inc | 20,434 | $4.14M | 1.93% | −86−0.4% | Reduced |
| Zions Bancorporation, N.A. | 20,385 | $4.13M | 0.36% | +911+4.7% | Added |
| Lincoln National Corp | 20,325 | $4.12M | 0.08% | −220−1.1% | Reduced |
| Snowden Capital Advisors LLC | 20,171 | $4.09M | 0.17% | −5,141−20.3% | Reduced |
| Gladstone Institutional Advisory LLC | 20,144 | $4.08M | 0.26% | +1,036+5.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.08M | 2.66% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 20,114 | $4.08M | 1.61% | −7,589−27.4% | Reduced |
| Bailard, Inc. | 20,100 | $4.08M | 0.14% | +3,438+20.6% | Added |
| Moody National Bank Trust Division | 19,987 | $4.05M | 0.26% | +1,869+10.3% | Added |
| EP Wealth Advisors, LLC | 19,968 | $4.05M | 0.06% | −1,025,458−98.1% | Reduced |
| FRG Family Wealth Advisors LLC | 19,934 | $4.04M | 0.91% | +309+1.6% | Added |
| Sompo Asset Management Co., Ltd. | 19,840 | $4.02M | 0.88% | +570+3.0% | Added |
| Edmond de Rothschild Holding S.A. | 19,812 | $4.02M | 0.08% | −1,717−8.0% | Reduced |
| Chemung Canal Trust Co | 19,797 | $4.01M | 0.92% | +1,788+9.9% | Added |
| CMT Capital Markets Trading GmbH | 19,503 | $3.96M | 2.25% | +19,503 | New |