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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 4,248 | $1.12M | 0.39% | +4,248 | New |
| Wealthsource Partners, LLC | 4,249 | $1.12M | 0.07% | −1,116−20.8% | Reduced |
| Chemistry Wealth Management LLC | 4,256 | $1.12M | 0.34% | +20+0.5% | Added |
| Northstar Advisory Group, LLC | 4,276 | $1.13M | 0.67% | −5,749−57.3% | Reduced |
| Granger Management LLC | 4,307 | $1.13M | 0.41% | +4,307 | New |
| IFP Advisors, Inc | 4,312 | $1.13M | 0.05% | +221+5.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,333 | $1.14M | 0.07% | +1,561+56.3% | Added |
| CIC Wealth, LLC | 4,361 | $1.15M | 0.36% | −35−0.8% | Reduced |
| MWA Asset Management | 4,365 | $1.15M | 0.95% | +210+5.1% | Added |
| Hillsdale Investment Management Inc. | 4,365 | $1.15M | 0.09% | −400−8.4% | Reduced |
| Finivi Inc. | 4,381 | $1.15M | 1.13% | +4,381 | New |
| Dudley Capital Management, LLC | 4,393 | $1.16M | 0.74% | +1,166+36.1% | Added |
| Hilltop Holdings Inc. | 4,396 | $1.16M | 0.13% | +151+3.6% | Added |
| Prelude Capital Management, LLC | 4,404 | $1.16M | 0.10% | +4,404 | New |
| DeDora Capital, Inc. | 4,428 | $1.17M | 0.41% | +189+4.5% | Added |
| GAMMA Investing LLC | 4,161 | $1.17M | 0.32% | +4,161 | New |
| Vista Wealth Management Group, LLC | 4,467 | $1.18M | 0.10% | +1,259+39.2% | Added |
| Nabity-Jensen Investment Management Inc | 4,476 | $1.18M | 1.06% | +4,476 | New |
| Essex Savings Bank | 4,482 | $1.18M | 0.34% | +445+11.0% | Added |
| Glenview Trust Co | 4,496 | $1.18M | 0.03% | +167+3.9% | Added |
| Arrowroot Family Office, LLC | 4,499 | $1.18M | 0.84% | −858−16.0% | Reduced |
| Monetta Financial Services Inc | 4,500 | $1.18M | 1.13% | 00.0% | Unchanged |
| Keel Point, LLC | 4,505 | $1.19M | 0.14% | −838−15.7% | Reduced |
| Prudent Man Advisors, LLC | 4,505 | $1.19M | 0.44% | −665−12.9% | Reduced |
| Seven Springs Wealth Group, LLC | 4,506 | $1.19M | 0.53% | −208−4.4% | Reduced |
| Catalyst Financial Partners LLC | 4,511 | $1.19M | 0.34% | +194+4.5% | Added |
| Vista Private Wealth Partners. LLC | 4,716 | $1.19M | 0.64% | +162+3.6% | Added |
| Citizens Financial Group Inc | 4,513 | $1.19M | 0.04% | +1,524+51.0% | Added |
| Bordeaux Wealth Advisors LLC | 4,514 | $1.19M | 0.40% | +1,130+33.4% | Added |
| First United Bank Trust | 4,522 | $1.19M | 0.48% | +340+8.1% | Added |
| MUFG Securities EMEA plc | 4,531 | $1.19M | 0.10% | −6,059−57.2% | Reduced |
| Bank Ozk | 4,559 | $1.20M | 0.59% | −309−6.3% | Reduced |
| DRW Securities, LLC | 4,572 | $1.20M | 0.04% | −140,990−96.9% | Reduced |
| Ellevest, Inc. | 4,574 | $1.20M | 0.08% | −274−5.7% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.20M | 0.42% | −2,625−36.5% | Reduced |
| Davenport & Co LLC | 4,578 | $1.20M | 0.01% | +167+3.8% | Added |
| Avantax Planning Partners, Inc. | 4,586 | $1.21M | 0.05% | −551−10.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,594 | $1.21M | 0.21% | −2,802−37.9% | Reduced |
| PFG Investments, LLC | 4,595 | $1.21M | 0.22% | +756+19.7% | Added |
| Western Pacific Wealth Management, LP | 4,596 | $1.21M | 0.88% | 00.0% | Unchanged |
| HM Payson & Co | 4,613 | $1.21M | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,624 | $1.22M | 0.05% | +4,624 | New |
| Michael B. Yongue | 4,635 | $1.22M | 1.09% | −292−5.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,650 | $1.22M | 0.85% | −47−1.0% | Reduced |
| BlueCrest Capital Management Ltd | 4,659 | $1.23M | 0.21% | −3,668−44.0% | Reduced |
| Orion Capital Management LLC | 4,670 | $1.23M | 0.72% | −20−0.4% | Reduced |
| Wambolt & Associates, LLC | 901,270 | $1.23M | 0.40% | +220.0% | Added |
| Concord Asset Management, LLC | 4,692 | $1.23M | 0.36% | +3,277+231.6% | Added |
| Great Diamond Partners, LLC | 4,694 | $1.24M | 0.30% | +127+2.8% | Added |
| Little House Capital LLC | 4,697 | $1.24M | 0.45% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,712 | $1.24M | 0.32% | +42+0.9% | Added |
| Cornerstone Wealth Management, LLC | 4,713 | $1.24M | 0.11% | −58−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,726 | $1.24M | 0.40% | +308+7.0% | Added |
| Peterson Wealth Management | 4,732 | $1.25M | 1.12% | −103−2.1% | Reduced |
| Embree Financial Group | 4,738 | $1.25M | 0.26% | +4,738 | New |
| Ayrshire Capital Management LLC | 4,748 | $1.25M | 0.72% | +9+0.2% | Added |
| Brady Family Wealth, LLC | 4,764 | $1.25M | 0.43% | +300+6.7% | Added |
| Nations Financial Group Inc, | 4,788 | $1.26M | 0.12% | +104+2.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,791 | $1.26M | 0.69% | −115−2.3% | Reduced |
| David Loasby | 5,046 | $1.27M | 0.14% | −210−4.0% | Reduced |
| Highlander Capital Management, LLC | 4,842 | $1.27M | 0.45% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,844 | $1.27M | 0.86% | 00.0% | Unchanged |
| Navellier & Associates Inc | 4,855 | $1.28M | 0.19% | +525+12.1% | Added |
| Occidental Asset Management, LLC | 4,857 | $1.28M | 0.27% | +4+0.1% | Added |
| Intact Investment Management Inc. | 4,870 | $1.28M | 0.05% | +660+15.7% | Added |
| Octavia Wealth Advisors, LLC | 4,871 | $1.28M | 0.23% | −99−2.0% | Reduced |
| Aldebaran Financial Inc. | 4,879 | $1.28M | 1.99% | −250−4.9% | Reduced |
| Fiduciary Family Office, LLC | 4,880 | $1.28M | 0.56% | +4,880 | New |
| Sargent Investment Group, LLC | 4,896 | $1.29M | 0.28% | +25+0.5% | Added |
| Etesian Wealth Advisors, Inc. | 4,858 | $1.29M | 0.77% | −223−4.4% | Reduced |
| Coastwise Capital Group, LLC | 4,905 | $1.29M | 1.32% | −124−2.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,908 | $1.29M | 0.20% | −229−4.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,924 | $1.30M | 0.41% | −135−2.7% | Reduced |
| Strengthening Families & Communities, LLC | 4,943 | $1.30M | 0.90% | +542+12.3% | Added |
| Paradigm Asset Management Co LLC | 4,950 | $1.30M | 0.34% | 00.0% | Unchanged |
| Strategic Investment Advisors | 4,954 | $1.30M | 0.19% | −262−5.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,965 | $1.31M | 0.60% | +4,965 | New |
| Legacy Bridge, LLC | 4,974 | $1.31M | 0.85% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,979 | $1.31M | 0.49% | +60+1.2% | Added |
| Bragg Financial Advisors, Inc | 4,979 | $1.31M | 0.06% | +4,979 | New |
| World Equity Group, Inc. | 4,993 | $1.31M | 0.26% | −250−4.8% | Reduced |
| Smith, Salley & Associates | 4,995 | $1.31M | 0.08% | +185+3.8% | Added |
| Belpointe Asset Management LLC | 5,002 | $1.32M | 0.12% | −576−10.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,009 | $1.32M | 1.26% | +11+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,009 | $1.32M | 0.35% | +75+1.5% | Added |
| Verition Fund Management LLC | 5,016 | $1.32M | 0.01% | −39,219−88.7% | Reduced |
| InTrack Investment Management Inc | 5,019 | $1.32M | 0.99% | −1,876−27.2% | Reduced |
| StoneX Group Inc. | 5,033 | $1.32M | 0.13% | +45+0.9% | Added |
| Guerra Pan Advisors, LLC | 5,048 | $1.33M | 1.27% | +20.0% | Added |
| Options Solutions, LLC | 5,058 | $1.33M | 1.42% | −653−11.4% | Reduced |
| Argent Advisors, Inc. | 5,070 | $1.33M | 0.58% | −48−0.9% | Reduced |
| Aaron Wealth Advisors | 5,089 | $1.34M | 0.22% | +190+3.9% | Added |
| Country Club Bank | 5,047 | $1.34M | 0.10% | −399−7.3% | Reduced |
| Sentry Investment Management LLC | 5,107 | $1.34M | 0.58% | −549−9.7% | Reduced |
| Ballast, Inc. | 5,108 | $1.34M | 0.46% | −242−4.5% | Reduced |
| Thor Investment Management Inc | 5,133 | $1.35M | 1.18% | +5,133 | New |
| Oak Harvest Investment Services | 5,134 | $1.35M | 0.27% | −465−8.3% | Reduced |
| Avestar Capital, LLC | 5,155 | $1.36M | 0.17% | +581+12.7% | Added |
| Laidlaw Wealth Management LLC | 5,165 | $1.36M | 0.49% | −238−4.4% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.36M | 2.77% | 00.0% | Unchanged |