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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 3,374 | $887.8K | 0.06% | −38−1.1% | Reduced |
| Wellington Wealth Strategies, LLC. | 3,378 | $888.8K | 0.78% | +3,378 | New |
| Sterling Investment Counsel, LLC | 3,388 | $891.5K | 0.45% | +411+13.8% | Added |
| Mayflower Financial Advisors, LLC | 3,411 | $897.6K | 0.12% | +41+1.2% | Added |
| Credential Qtrade Securities Inc. | 3,416 | $898.9K | 0.05% | −164−4.6% | Reduced |
| Kraematon Investment Advisors, Inc | 3,416 | $898.9K | 0.99% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,417 | $899.1K | 0.10% | +511+17.6% | Added |
| Symmetry Partners, LLC | 3,397 | $902.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,438 | $904.8K | 0.03% | +1,334+63.4% | Added |
| Allstate Corp | 3,439 | $904.9K | 0.06% | −182−5.0% | Reduced |
| InterOcean Capital Group, LLC | 3,441 | $905.5K | 0.02% | −52−1.5% | Reduced |
| Tectonic Advisors LLC | 3,450 | $907.8K | 0.08% | −19−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 3,456 | $908.9K | 0.15% | −286−7.6% | Reduced |
| Watershed Private Wealth LLC | 3,462 | $911.0K | 0.50% | +356+11.5% | Added |
| Unique Wealth Strategies, LLC | 3,469 | $912.8K | 0.61% | +3,469 | New |
| 17 Capital Partners, LLC | 3,481 | $916.0K | 0.84% | +3,481 | New |
| Plato Investment Management Ltd | 3,490 | $918.4K | 1.13% | +3,490 | New |
| Capital Management Associates | 3,500 | $921.0K | 1.17% | +3,500 | New |
| Empirical Asset Management, LLC | 3,529 | $928.6K | 0.76% | +3,529 | New |
| Congress Park Capital LLC | 3,530 | $928.9K | 0.45% | +450+14.6% | Added |
| Seed Wealth Management, Inc. | 3,650 | $934.9K | 0.94% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,554 | $935.2K | 0.22% | +3,554 | New |
| Ipswich Investment Management Co., Inc. | 3,559 | $936.5K | 0.24% | −11−0.3% | Reduced |
| Staley Capital Advisers Inc | 3,565 | $938.1K | 0.05% | +250+7.5% | Added |
| Magnolia Capital Advisors LLC | 3,269 | $940.6K | 0.69% | −14−0.4% | Reduced |
| Sky Investment Group LLC | 3,586 | $943.6K | 0.20% | −140−3.8% | Reduced |
| Jarislowsky, Fraser Ltd | 3,600 | $947.3K | 0.01% | +3,600 | New |
| Brown Capital Management LLC | 3,601 | $947.6K | 0.01% | −899−20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,609 | $949.7K | 0.18% | −63−1.7% | Reduced |
| Lokken Investment Group LLC | 3,609 | $949.7K | 0.54% | +10.0% | Added |
| CFO4Life Group, LLC | 3,609 | $949.7K | 0.18% | +164+4.8% | Added |
| Guardian Capital Advisors LP | 3,642 | $950.1K | 0.10% | +3,642 | New |
| Glen Eagle Advisors, LLC | 3,615 | $951.3K | 0.20% | −171−4.5% | Reduced |
| Legacy Advisors, LLC | 3,631 | $955.5K | 0.12% | +607+20.1% | Added |
| Wallace Advisory Group, LLC | 4,715 | $956.1K | 0.75% | −136−2.8% | Reduced |
| Coppell Advisory Solutions LLC | 3,641 | $958.1K | 0.19% | +3,461+1,922.8% | Added |
| Steward Partners Investment Solutions, LLC | 3,648 | $959.9K | 0.40% | +3,648 | New |
| Paragon Private Wealth Management, LLC | 3,655 | $961.8K | 0.67% | +3,655 | New |
| HF Advisory Group, LLC | 3,660 | $963.1K | 0.62% | −821−18.3% | Reduced |
| Scharf Investments, LLC | 3,678 | $967.8K | 0.03% | +3,678 | New |
| Advisors Capital Management, LLC | 3,694 | $972.0K | 0.02% | +92+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 3,701 | $973.9K | 0.48% | +743+25.1% | Added |
| Riverview Trust Co | 3,706 | $975.2K | 0.99% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,708 | $975.7K | 0.12% | +270+7.9% | Added |
| HBK Sorce Advisory LLC | 3,715 | $977.6K | 0.04% | −489−11.6% | Reduced |
| Curbstone Financial Management Corp | 3,716 | $977.8K | 0.22% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,399 | $978.4K | 0.31% | +3,399 | New |
| Bond & Devick Financial Network, Inc. | 3,721 | $979.1K | 0.56% | −226−5.7% | Reduced |
| Argus Investors' Counsel, Inc. | 3,731 | $981.8K | 0.63% | +3,731 | New |
| Parametrica Management Ltd | 3,743 | $984.9K | 1.62% | +3,743 | New |
| KWB Wealth | 3,745 | $985.5K | 0.14% | +3,745 | New |
| Salem Investment Counselors Inc | 3,751 | $987.1K | 0.03% | +145+4.0% | Added |
| Stock Yards Bank & Trust Co | 3,754 | $987.8K | 0.04% | −364−8.8% | Reduced |
| Byrne Asset Management LLC | 3,704 | $987.9K | 0.75% | +3,299+814.6% | Added |
| Coastal Investment Advisors, Inc. | 3,767 | $991.2K | 0.22% | +897+31.3% | Added |
| FirstPurpose Wealth LLC | 3,778 | $994.1K | 0.38% | +65+1.8% | Added |
| LCM Capital Management Inc | 3,801 | $1.00M | 0.72% | +12+0.3% | Added |
| Everhart Financial Group, Inc. | 3,808 | $1.00M | 0.35% | +208+5.8% | Added |
| Oder Investment Management, LLC | 3,820 | $1.01M | 0.99% | −29−0.8% | Reduced |
| Augustine Asset Management Inc | 3,837 | $1.01M | 0.45% | −30−0.8% | Reduced |
| Investors Research Corp | 3,886 | $1.02M | 0.25% | −405−9.4% | Reduced |
| AlphaCore Capital LLC | 3,887 | $1.02M | 0.15% | +37+1.0% | Added |
| Claro Advisors LLC | 3,900 | $1.03M | 0.22% | −247−6.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,912 | $1.03M | 0.28% | −747−16.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,919 | $1.03M | 1.11% | −1,396−26.3% | Reduced |
| Rosenbaum Jay D. | 3,920 | $1.03M | 2.67% | −3,385−46.3% | Reduced |
| Cutler Group LP | 3,956 | $1.04M | 0.14% | −9,760−71.2% | Reduced |
| Atomi Financial Group, Inc. | 3,977 | $1.05M | 0.14% | +937+30.8% | Added |
| Consilium Wealth Advisory, LLC | 3,978 | $1.05M | 0.63% | +295+8.0% | Added |
| HWG Holdings LP | 4,016 | $1.06M | 0.49% | +3,980+11,055.6% | Added |
| Newman Dignan & Sheerar, Inc. | 4,024 | $1.06M | 0.32% | +144+3.7% | Added |
| NorthStar Asset Management LLC | 4,027 | $1.06M | 0.97% | +4,027 | New |
| BigSur Wealth Management LLC | 4,030 | $1.06M | 0.50% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,960 | $1.06M | 0.19% | +970+32.4% | Added |
| Shaker Investments LLC | 4,046 | $1.06M | 0.50% | +4,046 | New |
| Valley Brook Capital Group | 4,054 | $1.07M | 0.93% | +195+5.1% | Added |
| Texas Yale Capital Corp. | 4,062 | $1.07M | 0.05% | +121+3.1% | Added |
| Maven Securities LTD | 4,064 | $1.07M | 0.12% | +4,064 | New |
| BFSG, LLC | 4,066 | $1.07M | 0.16% | −246−5.7% | Reduced |
| Geneva Partners, LLC | 4,080 | $1.07M | 0.59% | −150−3.5% | Reduced |
| Signature Wealth Management Group | 4,090 | $1.08M | 0.50% | +4,090 | New |
| Investment Partners Asset Management, Inc. | 4,097 | $1.08M | 1.07% | +4,097 | New |
| 1st Source Bank | 4,098 | $1.08M | 0.07% | −33−0.8% | Reduced |
| Stonebrook Private Inc. | 4,109 | $1.08M | 0.36% | +4,109 | New |
| PSI Advisors, LLC | 4,110 | $1.08M | 0.40% | −444−9.7% | Reduced |
| Sage Rhino Capital LLC | 4,119 | $1.08M | 0.28% | +34+0.8% | Added |
| Romano Brothers and Company | 4,129 | $1.09M | 0.16% | −654−13.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,129 | $1.09M | 0.04% | +471+12.9% | Added |
| Jmac Enterprises LLC | 4,131 | $1.09M | 0.23% | +82+2.0% | Added |
| Fortitude Advisory Group L.L.C. | 4,133 | $1.09M | 0.66% | −121−2.8% | Reduced |
| Raelipskie Partnership | 4,144 | $1.09M | 0.66% | +4,144 | New |
| Bowman & Co S.C. | 4,154 | $1.09M | 0.76% | +296+7.7% | Added |
| Moseley Investment Management Inc | 4,161 | $1.09M | 0.61% | −357−7.9% | Reduced |
| PDS Planning, Inc | 4,162 | $1.10M | 0.12% | +15+0.4% | Added |
| Eqis Capital Management, Inc. | 4,189 | $1.10M | 0.09% | −687−14.1% | Reduced |
| Financial Insights, Inc. | 4,200 | $1.11M | 0.35% | +92+2.2% | Added |
| Meridian Financial Partners LLC | 4,035 | $1.11M | 1.14% | +82+2.1% | Added |
| Diligent Investors, LLC | 4,221 | $1.11M | 0.31% | −507−10.7% | Reduced |
| Cove Private Wealth, LLC | 4,225 | $1.11M | 1.05% | +4,225 | New |
| Alterity Financial Group, LLC | 4,245 | $1.12M | 1.60% | −75−1.7% | Reduced |