Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q4 2023

Institutional positions in Salesforce, Inc. as of Dec 31, 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: 2,601; +344 vs. Q3 2023
Shares held: 782.8M; +19.2M (+2.5%) vs. Q3 2023
Total value: $204.8B; +$50.0B (+32.3%) vs. Q3 2023
New holders: 442; 988 more added
Sold out: 98; 909 more reduced

37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 2,601 institutions

Value heldQ4 2023: $204.8B

Institutions holding CRM and their total value by quarter
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, Q4 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2023.

Institutions holding CRM in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$47	0.00%	0	New
Koesten, Hirschmann & Crabtree, INC.	1	$264	0.00%	00.0%	Unchanged
Ibex Wealth Advisors	2	$408	0.09%	−6,791−100.0%	Reduced
PEAK6 Investments LLC	2	$638	0.00%	−13,583−100.0%	Reduced
Insight Financial Services	3	$789	0.00%	00.0%	Unchanged
Robinswood Financial LLC	3	$789	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	3	$789	0.00%	+3	New
Foster Dykema Cabot & Partners, LLC	3	$789	0.00%	+3	New
Stephens Consulting, LLC	4	$1.05K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	5	$1.32K	0.00%	−4−44.4%	Reduced
Perritt Capital Management Inc	5	$1.32K	0.00%	+5	New
Delos Wealth Advisors, LLC	6	$1.58K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.58K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	6	$1.58K	0.00%	+6	New
True Wealth Design, LLC	7	$1.84K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	7	$2.00K	0.00%	+6+600.0%	Added
Tfo-TDC, LLC	8	$2.10K	0.00%	−261−97.0%	Reduced
Twin Lakes Capital Management, LLC	8	$2.10K	0.00%	00.0%	Unchanged
TD Capital Management LLC	9	$2.37K	0.00%	+9	New
Hobbs Group Advisors, LLC	10	$2.63K	0.00%	+10	New
Point72 Asia (Singapore) Pte. Ltd.	11	$2.79K	0.00%	+11	New
First PREMIER Bank	10	$3.00K	0.00%	+10	New
Ritter Daniher Financial Advisory LLC	13	$3.42K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	14	$3.68K	0.00%	−370−96.4%	Reduced
Lummis Asset Management, LP	14	$3.68K	0.00%	+14	New
Centerpoint Advisors, LLC	15	$4.00K	0.00%	−4−21.1%	Reduced
Keener Financial Planning LLC	15	$4.00K	0.00%	+15	New
Lowe Wealth Advisors, LLC	18	$4.74K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	18	$4.74K	0.00%	+17+1,700.0%	Added
Stone House Investment Management, LLC	18	$4.74K	0.00%	+18	New
Abich Financial Wealth Management LLC	18	$4.74K	0.00%	+18	New
Vermillion & White Wealth Management Group, LLC	19	$5.00K	0.00%	+19	New
Carmichael Hill & Associates, Inc.	19	$5.00K	0.00%	00.0%	Unchanged
PayPay Securities Corp	19	$5.23K	0.26%	−11−36.7%	Reduced
Jackson, Grant Investment Advisers, Inc.	22	$5.79K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	23	$6.05K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	24	$6.32K	0.00%	−5−17.2%	Reduced
Provenance Wealth Advisors, LLC	25	$6.58K	0.00%	−1−3.8%	Reduced
Carolina Wealth Advisors, LLC	26	$6.84K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$7.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	26	$7.00K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	28	$7.37K	0.00%	00.0%	Unchanged
Davidson Capital Management Inc.	28	$7.37K	0.00%	+2+7.7%	Added
Vima LLC	28	$7.37K	0.02%	+28	New
Ruedi Wealth Management, Inc.	30	$7.89K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	30	$7.89K	0.00%	+5+20.0%	Added
VitalStone Financial, LLC	30	$8.00K	0.01%	00.0%	Unchanged
Gold Investment Management Ltd.	31	$8.16K	0.00%	+31	New
First Community Trust NA	33	$8.68K	0.01%	00.0%	Unchanged
Valued Wealth Advisors LLC	43	$8.72K	0.01%	+43	New
DiNuzzo Private Wealth, Inc.	34	$8.95K	0.00%	+34	New
Princeton Global Asset Management LLC	35	$9.21K	0.00%	+14+66.7%	Added
Richardson Capital Management LLC	37	$9.74K	0.01%	+37	New
Clear Investment Research, LLC	41	$10.8K	0.02%	+41	New
Morton Brown Family Wealth, LLC	42	$11.1K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	42	$11.1K	0.01%	+42	New
HHM Wealth Advisors, LLC	44	$11.6K	0.00%	−20−31.3%	Reduced
New England Capital Financial Advisors LLC	45	$11.8K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	47	$12.0K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	48	$12.6K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	50	$13.0K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	50	$13.2K	0.01%	00.0%	Unchanged
Avion Wealth	52	$14.0K	0.00%	−7−11.9%	Reduced
Evolution Advisers, Inc.	55	$14.0K	0.01%	+55	New
Park Circle Co	54	$14.2K	0.01%	00.0%	Unchanged
PFS Partners, LLC	58	$15.3K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	59	$15.5K	0.00%	00.0%	Unchanged
Trust Co	60	$15.8K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	62	$16.3K	0.01%	00.0%	Unchanged
Disciplined Equity Management, Inc.	62	$16.3K	0.01%	+62	New
Naples Money Management LLC	63	$16.6K	0.02%	+63	New
Arlington Trust Co LLC	65	$17.1K	0.00%	−12,721−99.5%	Reduced
Stephenson National Bank & Trust	66	$17.4K	0.01%	00.0%	Unchanged
FSC Wealth Advisors, LLC	68	$17.9K	0.01%	−250−78.6%	Reduced
Long Island Wealth Management, Inc.	69	$18.0K	0.01%	+69	New
Costello Asset Management, INC	69	$18.2K	0.02%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	69	$18.2K	0.01%	+69	New
Bellevue Asset Management, LLC	70	$18.4K	0.02%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	75	$19.7K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	76	$20.0K	0.00%	00.0%	Unchanged
Knott David M Jr	77	$20.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	77	$20.3K	0.01%	+2+2.7%	Added
Wiser Advisor Group LLC	77	$20.3K	0.03%	+77	New
Private Ocean, LLC	80	$21.1K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	81	$21.3K	0.02%	+81	New
Lee Financial Co	83	$21.8K	0.00%	+10+13.7%	Added
Frazier Financial Advisors, LLC	85	$22.4K	0.02%	+85	New
Kelly Financial Services LLC	87	$22.9K	0.01%	−2−2.2%	Reduced
Granite FO LLC	89	$23.4K	0.02%	00.0%	Unchanged
Cohen & Steers, Inc.	94	$25.0K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	97	$25.5K	0.02%	+97	New
RE Dickinson Investment Advisors, LLC	100	$26.0K	0.02%	−18−15.3%	Reduced
Dividend Assets Capital, LLC	100	$26.0K	0.01%	00.0%	Unchanged
Bear Mountain Capital, Inc.	97	$26.1K	0.01%	+97	New
Tacita Capital Inc	100	$26.3K	0.02%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	100	$26.3K	0.01%	00.0%	Unchanged
Belmont Capital, LLC	101	$26.6K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	102	$26.8K	0.01%	−57−35.8%	Reduced
Mendota Financial Group, LLC	107	$28.2K	0.02%	+5+4.9%	Added