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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 19,497 | $3.95M | 0.09% | −1,528−7.3% | Reduced |
| Harbor Capital Advisors, Inc. | 19,411 | $3.94M | 0.85% | −847−4.2% | Reduced |
| Parsons Capital Management Inc | 19,394 | $3.93M | 0.31% | −638−3.2% | Reduced |
| Phoenix Holdings Ltd. | 19,273 | $3.91M | 0.07% | +6,329+48.9% | Added |
| Linden Thomas Advisory Services, LLC | 19,228 | $3.90M | 0.87% | +2,479+14.8% | Added |
| Bouvel Investment Partners, LLC | 19,126 | $3.88M | 2.10% | +222+1.2% | Added |
| Oak Associates, Ltd | 19,110 | $3.88M | 0.32% | +60.0% | Added |
| Wolverine Asset Management LLC | 19,020 | $3.86M | 0.07% | +19,020 | New |
| Kerrisdale Advisers, LLC | 18,943 | $3.84M | 1.22% | +18,943 | New |
| Caldwell Trust Co | 18,844 | $3.82M | 0.52% | −673−3.4% | Reduced |
| Colony Group LLC | 18,806 | $3.81M | 0.06% | −2,597−12.1% | Reduced |
| First Interstate Bank | 18,789 | $3.81M | 0.33% | −226−1.2% | Reduced |
| Argent Trust Co | 18,775 | $3.81M | 0.21% | +773+4.3% | Added |
| Westpac Banking Corp | 18,702 | $3.79M | 0.28% | +4,832+34.8% | Added |
| Bray Capital Advisors | 18,636 | $3.78M | 1.15% | −480−2.5% | Reduced |
| Veriti Management LLC | 18,572 | $3.77M | 0.43% | +1,263+7.3% | Added |
| Meridian Wealth Advisors, LLC | 18,541 | $3.76M | 0.94% | +143+0.8% | Added |
| Benson Investment Management Company, Inc. | 18,526 | $3.76M | 2.11% | +18,526 | New |
| Bokf, NA | 18,617 | $3.74M | 0.08% | +268+1.5% | Added |
| Trust Co of Kansas | 18,375 | $3.73M | 2.38% | +33+0.2% | Added |
| SFMG, LLC | 18,306 | $3.71M | 0.38% | +1,171+6.8% | Added |
| Intech Investment Management LLC | 18,274 | $3.71M | 0.05% | −8,319−31.3% | Reduced |
| WealthShield Partners, LLC | 18,256 | $3.70M | 0.56% | +4,246+30.3% | Added |
| SeaBridge Investment Advisors LLC | 18,143 | $3.68M | 1.21% | +319+1.8% | Added |
| Timber Creek Capital Management LLC | 18,109 | $3.67M | 1.33% | −7,075−28.1% | Reduced |
| South State Corp. | 17,966 | $3.64M | 0.35% | −278−1.5% | Reduced |
| Woodmont Investment Counsel LLC | 17,957 | $3.64M | 0.39% | −362−2.0% | Reduced |
| Park Avenue Securities LLC | 17,898 | $3.63M | 0.06% | −975−5.2% | Reduced |
| Harbour Capital Advisors, LLC | 17,882 | $3.63M | 1.09% | +105+0.6% | Added |
| Cabot Wealth Management Inc | 17,880 | $3.63M | 0.56% | −337−1.8% | Reduced |
| Prentiss Smith & Co Inc | 17,818 | $3.61M | 2.66% | −421−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,808 | $3.61M | 0.24% | +1,223+7.4% | Added |
| Sepio Capital, LP | 17,725 | $3.59M | 0.31% | +850+5.0% | Added |
| Cornerstone Wealth Group, LLC | 17,673 | $3.58M | 0.64% | +17,673 | New |
| Sendero Wealth Management, LLC | 17,564 | $3.56M | 0.76% | −719−3.9% | Reduced |
| Pitcairn Co | 17,524 | $3.55M | 0.30% | +817+4.9% | Added |
| Bank of Nova Scotia Trust Co | 17,413 | $3.53M | 0.42% | −1,810−9.4% | Reduced |
| IPG Investment Advisors LLC | 17,229 | $3.49M | 0.77% | +8,383+94.8% | Added |
| Vickerman Investment Advisors, Inc. | 17,211 | $3.49M | 1.42% | −500−2.8% | Reduced |
| KMG Fiduciary Partners, LLC | 17,172 | $3.48M | 0.46% | +381+2.3% | Added |
| Venture Visionary Partners LLC | 17,153 | $3.48M | 0.21% | −1,275−6.9% | Reduced |
| Signaturefd, LLC | 16,947 | $3.44M | 0.09% | +662+4.1% | Added |
| Hills Bank & Trust Co | 16,909 | $3.43M | 0.40% | +157+0.9% | Added |
| Qsemble Capital Management, LP | 16,900 | $3.43M | 0.64% | +16,900 | New |
| Sowell Financial Services LLC | 16,859 | $3.42M | 0.21% | −136−0.8% | Reduced |
| Redwood Investments, LLC | 16,835 | $3.41M | 0.46% | −150−0.9% | Reduced |
| CAPROCK Group, Inc. | 16,822 | $3.41M | 0.26% | +1,321+8.5% | Added |
| Cohen Lawrence B | 16,777 | $3.40M | 2.30% | −295−1.7% | Reduced |
| Capital Wealth Planning, LLC | 16,672 | $3.38M | 0.04% | −3,626−17.9% | Reduced |
| YHB Investment Advisors, Inc. | 16,652 | $3.38M | 0.31% | +1,345+8.8% | Added |
| Canandaigua National Bank & Trust Co | 16,652 | $3.38M | 0.55% | +1,602+10.6% | Added |
| Crestline Management, LP | 16,633 | $3.37M | 0.40% | +6,392+62.4% | Added |
| David J Yvars Group | 16,600 | $3.37M | 2.81% | +195+1.2% | Added |
| Univest Financial Corp | 16,532 | $3.35M | 1.12% | −1,152−6.5% | Reduced |
| Invst, LLC | 16,519 | $3.35M | 0.48% | +173+1.1% | Added |
| Stansberry Asset Management, LLC | 16,456 | $3.34M | 0.58% | +2,558+18.4% | Added |
| Shelton Capital Management | 16,401 | $3.33M | 0.12% | −2,900−15.0% | Reduced |
| Arlington Financial Advisors, LLC | 16,232 | $3.29M | 1.17% | −83−0.5% | Reduced |
| CastleKnight Management LP | 16,230 | $3.29M | 0.56% | +3,880+31.4% | Added |
| Aperture Investors, LLC | 16,211 | $3.29M | 0.52% | +16,211 | New |
| Linscomb & Williams, Inc. | 16,148 | $3.27M | 0.19% | −580−3.5% | Reduced |
| WCG Wealth Advisors LLC | 15,917 | $3.27M | 0.24% | +4,187+35.7% | Added |
| Horizon Investments, LLC | 16,045 | $3.25M | 0.10% | −528−3.2% | Reduced |
| Comerica Securities,inc. | 16,042 | $3.25M | 0.27% | −436−2.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.24M | 0.93% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 15,915 | $3.23M | 1.50% | −362−2.2% | Reduced |
| Whalerock Point Partners, LLC | 15,859 | $3.22M | 1.11% | +139+0.9% | Added |
| Alliance Wealth Advisors, LLC | 15,805 | $3.20M | 1.19% | +703+4.7% | Added |
| Ostrum Asset Management | 15,754 | $3.19M | 0.30% | −4,480−22.1% | Reduced |
| First Hawaiian Bank | 15,666 | $3.18M | 0.11% | +53+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,666 | $3.18M | 0.31% | +9,995+176.2% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.17M | 0.16% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 15,438 | $3.13M | 0.44% | +76+0.5% | Added |
| Private Wealth Partners, LLC | 15,362 | $3.12M | 0.30% | −110−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,188 | $3.08M | 0.31% | −66−0.4% | Reduced |
| Wahed Invest LLC | 15,135 | $3.07M | 1.00% | +1,491+10.9% | Added |
| Granite Investment Partners, LLC | 15,077 | $3.06M | 0.13% | −313−2.0% | Reduced |
| Merit Financial Group, LLC | 15,077 | $3.06M | 0.10% | +2,564+20.5% | Added |
| Asio Capital, LLC | 15,049 | $3.05M | 0.81% | +821+5.8% | Added |
| HB Wealth Management, LLC | 15,042 | $3.05M | 0.05% | +2,865+23.5% | Added |
| Smithbridge Asset Management Inc | 15,040 | $3.05M | 0.76% | +168+1.1% | Added |
| NEOS Investment Management LLC | 15,031 | $3.05M | 0.39% | +15,031 | New |
| Thompson Siegel & Walmsley LLC | 15,000 | $3.04M | 0.05% | +8,700+138.1% | Added |
| Penserra Capital Management LLC | 14,990 | $3.04M | 0.06% | −2,389−13.7% | Reduced |
| WD Rutherford LLC | 14,868 | $3.01M | 2.07% | +5,244+54.5% | Added |
| New Hampshire Trust | 14,856 | $3.01M | 0.82% | −140−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 14,745 | $2.99M | 0.23% | +14,745 | New |
| Symphony Financial, Ltd. Co. | 14,685 | $2.99M | 0.74% | −154−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 14,673 | $2.98M | 0.29% | +470+3.3% | Added |
| Transatlantique Private Wealth LLC | 14,728 | $2.98M | 1.59% | +18+0.1% | Added |
| Pioneer Trust Bank N A | 14,660 | $2.97M | 0.99% | −1,935−11.7% | Reduced |
| NewSquare Capital LLC | 14,620 | $2.96M | 0.31% | +14,546+19,656.8% | Added |
| Investment Research & Advisory Group, Inc. | 14,612 | $2.96M | 1.70% | +292+2.0% | Added |
| Quadrant Private Wealth Management, LLC | 14,526 | $2.95M | 0.99% | −61−0.4% | Reduced |
| Balyasny Asset Management LLC | 14,483 | $2.94M | 0.01% | −11,308−43.8% | Reduced |
| Cozad Asset Management Inc | 14,443 | $2.93M | 0.38% | +308+2.2% | Added |
| Perpetual Ltd | 14,423 | $2.92M | 0.03% | −8,240−36.4% | Reduced |
| Woodline Partners LP | 14,405 | $2.92M | 0.03% | +14,405 | New |
| Integrated Advisors Network LLC | 14,374 | $2.91M | 0.18% | +2,292+19.0% | Added |
| Mirova | 14,281 | $2.90M | 0.58% | −3,783−20.9% | Reduced |