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; 2,493 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
- 2,600
- +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
- 987 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 2,651 | $697.5K | 0.22% | +17+0.6% | Added |
| Naples Global Advisors, LLC | 2,656 | $698.9K | 0.08% | +99+3.9% | Added |
| 626 Financial, LLC | 2,658 | $699.4K | 0.46% | −1,561−37.0% | Reduced |
| Marcum Wealth, LLC | 2,662 | $700.5K | 0.07% | −154−5.5% | Reduced |
| XTX Topco Ltd | 2,669 | $702.3K | 0.15% | −337−11.2% | Reduced |
| Wolff Wiese Magana LLC | 2,672 | $703.1K | 0.67% | −1,964−42.4% | Reduced |
| Change Path, LLC | 2,680 | $705.0K | 0.05% | +166+6.6% | Added |
| Malaga Cove Capital, LLC | 2,683 | $706.0K | 0.30% | −6−0.2% | Reduced |
| TSFG, LLC | 2,686 | $707.0K | 0.22% | −91−3.3% | Reduced |
| Alta Advisers Ltd | 2,700 | $710.5K | 0.38% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,701 | $710.7K | 0.04% | −458−14.5% | Reduced |
| Semmax Financial Advisors Inc. | 2,544 | $715.2K | 0.26% | +192+8.2% | Added |
| Haverford Trust Co | 2,737 | $720.2K | 0.01% | +150+5.8% | Added |
| Johnson Financial Group, Inc. | 2,740 | $721.0K | 0.04% | +592+27.6% | Added |
| Relative Value Partners Group, LLC | 2,742 | $721.5K | 0.04% | +25+0.9% | Added |
| Hill Island Financial LLC | 2,747 | $722.8K | 0.25% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 2,750 | $723.6K | 0.25% | +2,750 | New |
| New Millennium Group LLC | 2,769 | $728.6K | 0.64% | +2,769 | New |
| Blodgett Wealth Advisors, LLC | 2,780 | $731.5K | 0.75% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,784 | $732.6K | 0.09% | +5+0.2% | Added |
| Appleton Partners Inc | 2,799 | $737.0K | 0.06% | −77−2.7% | Reduced |
| Mathes Company, Inc. | 2,825 | $743.0K | 0.31% | +73+2.7% | Added |
| Kapstone Financial Advisors LLC | 2,671 | $745.3K | 0.58% | −74−2.7% | Reduced |
| Interchange Capital Partners, LLC | 2,839 | $746.3K | 0.56% | −299−9.5% | Reduced |
| EPIQ Capital Group, LLC | 2,838 | $746.8K | 0.36% | +23+0.8% | Added |
| Driehaus Capital Management LLC | 2,845 | $748.6K | 0.01% | +2,845 | New |
| AdvisorNet Financial, Inc | 2,856 | $751.5K | 0.07% | +162+6.0% | Added |
| TFG Advisers LLC | 2,872 | $755.7K | 0.32% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,874 | $756.3K | 0.09% | −7−0.2% | Reduced |
| Strait & Sound Wealth Management LLC | 2,792 | $757.9K | 0.47% | −11−0.4% | Reduced |
| Virtus ETF Advisers LLC | 2,895 | $761.8K | 0.48% | −381−11.6% | Reduced |
| Osterweis Capital Management Inc | 2,898 | $762.6K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,903 | $763.9K | 0.17% | −112−3.7% | Reduced |
| Icapital Wealth LLC | 2,909 | $765.5K | 0.49% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $769.4K | 0.23% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,924 | $770.0K | 0.52% | +97+3.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,933 | $771.8K | 0.09% | +117+4.2% | Added |
| Alpha Family Trust | 2,935 | $772.3K | 0.52% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,942 | $774.2K | 0.32% | +19+0.7% | Added |
| Jackson Creek Investment Advisors LLC | 2,946 | $775.0K | 0.30% | +773+35.6% | Added |
| Parkside Financial Bank & Trust | 2,950 | $776.3K | 0.14% | +64+2.2% | Added |
| Stevens Capital Management LP | 2,956 | $778.0K | 0.19% | −8,530−74.3% | Reduced |
| Oxler Private Wealth LLC | 2,957 | $778.1K | 0.65% | −2,600−46.8% | Reduced |
| Quent Capital, LLC | 2,962 | $779.4K | 0.10% | +97+3.4% | Added |
| S&CO Inc | 2,971 | $781.0K | 0.06% | +150+5.3% | Added |
| Greenup Street Wealth Management LLC | 2,976 | $783.0K | 0.22% | −195−6.1% | Reduced |
| Baron Wealth Management LLC | 2,978 | $783.6K | 0.43% | −105−3.4% | Reduced |
| Janney Capital Management LLC | 2,988 | $786.0K | 0.05% | −24−0.8% | Reduced |
| Ancora Advisors, LLC | 2,989 | $786.4K | 0.02% | +1,702+132.2% | Added |
| V2 Financial group LLC | 2,990 | $786.8K | 0.55% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,993 | $788.0K | 0.04% | +161+5.7% | Added |
| Simon Quick Advisors, LLC | 3,008 | $791.5K | 0.07% | +123+4.3% | Added |
| Fort Point Capital Partners LLC | 3,018 | $794.2K | 0.12% | −280−8.5% | Reduced |
| Aspire Private Capital, LLC | 3,023 | $795.5K | 0.24% | +142+4.9% | Added |
| Corvex Management LP | 3,032 | $797.8K | 0.04% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,038 | $799.4K | 0.03% | −136−4.3% | Reduced |
| Aviso Wealth Management | 3,041 | $800.2K | 0.58% | +3,041 | New |
| Principal Street Partners, LLC | 3,047 | $801.8K | 0.19% | −221−6.8% | Reduced |
| Avitas Wealth Management LLC | 3,048 | $802.1K | 0.13% | −21−0.7% | Reduced |
| Strategy Asset Managers LLC | 3,055 | $803.9K | 0.19% | +57+1.9% | Added |
| Smartleaf Asset Management LLC | 3,055 | $805.7K | 0.22% | +3,055 | New |
| L2 Asset Management, LLC | 3,068 | $807.3K | 0.33% | +2,802+1,053.4% | Added |
| Harbour Investments, Inc. | 3,069 | $807.6K | 0.03% | +1,142+59.3% | Added |
| Vahanian & Associates Financial Planning Inc. | 3,075 | $809.2K | 3.20% | −910−22.8% | Reduced |
| Blueprint Investment Partners LLC | 3,076 | $809.4K | 0.22% | +693+29.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,077 | $809.7K | 0.79% | +3,077 | New |
| Greystone Financial Group, LLC | 3,094 | $814.2K | 0.19% | +33+1.1% | Added |
| Davis R M Inc | 3,113 | $819.2K | 0.02% | −100−3.1% | Reduced |
| New Century Financial Group, LLC | 3,113 | $819.2K | 0.71% | +3,113 | New |
| BSW Wealth Partners | 3,126 | $822.6K | 0.16% | +77+2.5% | Added |
| Masso Torrence Wealth Management Inc. | 3,152 | $829.4K | 0.57% | +553+21.3% | Added |
| Midland Wealth Advisors LLC | 3,172 | $834.7K | 0.06% | +3,172 | New |
| Capital Advisors Wealth Management, LLC | 3,184 | $837.8K | 0.19% | +3,184 | New |
| ARS Wealth Advisors Group, LLC | 3,186 | $838.4K | 0.12% | −554−14.8% | Reduced |
| Shariaportfolio, Inc. | 3,190 | $839.0K | 0.57% | +120+3.9% | Added |
| Leo Wealth, LLC | 2,824 | $839.4K | 0.09% | +2,824 | New |
| GFG Capital, LLC | 3,195 | $840.8K | 0.23% | −157−4.7% | Reduced |
| Founders Financial Securities LLC | 3,197 | $841.3K | 0.09% | −117−3.5% | Reduced |
| FLC Capital Advisors | 3,200 | $842.0K | 0.23% | +418+15.0% | Added |
| Continuum Advisory, LLC | 3,223 | $848.4K | 0.12% | +1,806+127.5% | Added |
| American National Bank | 3,228 | $849.4K | 0.13% | +13+0.4% | Added |
| Delta Financial Advisors LLC | 3,233 | $850.7K | 0.37% | +1,000+44.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,249 | $854.9K | 0.16% | +56+1.8% | Added |
| Lingohr & Partner Asset Management GmbH | 3,261 | $858.0K | 1.96% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,264 | $858.9K | 0.31% | +3,264 | New |
| Engineers Gate Manager LP | 3,267 | $859.7K | 0.02% | −52,313−94.1% | Reduced |
| Visionary Wealth Advisors | 3,280 | $863.1K | 0.06% | +102+3.2% | Added |
| Viawealth, LLC | 3,289 | $865.5K | 0.59% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,292 | $866.0K | 0.45% | +193+6.2% | Added |
| Olistico Wealth, LLC | 3,301 | $868.6K | 0.68% | +80+2.5% | Added |
| Bank of Hawaii | 3,305 | $869.7K | 0.05% | −185−5.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,318 | $873.1K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,320 | $873.6K | 0.70% | −3−0.1% | Reduced |
| Fayez Sarofim & Co | 3,002 | $874.5K | 0.00% | +524+21.1% | Added |
| XML Financial, LLC | 3,334 | $877.3K | 0.09% | +27+0.8% | Added |
| Sonora Investment Management Group, LLC | 3,340 | $878.9K | 0.07% | +82+2.5% | Added |
| First National Bank | 3,340 | $878.9K | 0.69% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,349 | $881.2K | 0.05% | +1,132+51.1% | Added |
| Machina Capital S.A.S. | 3,352 | $882.0K | 0.57% | −8,799−72.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 89,930 | $883.0K | 0.03% | +89,930 | New |