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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 5,170 | $1.36M | 0.47% | +565+12.3% | Added |
| VELA Investment Management, LLC | 5,183 | $1.36M | 0.55% | +143+2.8% | Added |
| Apella Capital, LLC | 5,437 | $1.37M | 0.08% | +5,437 | New |
| Old Well Partners, LLC | 5,200 | $1.37M | 1.27% | +500+10.6% | Added |
| RFG Advisory, LLC | 5,218 | $1.37M | 0.05% | +31+0.6% | Added |
| Clear Harbor Asset Management, LLC | 5,262 | $1.38M | 0.13% | −151−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,270 | $1.39M | 0.04% | −247−4.5% | Reduced |
| Wade G W & Inc | 5,272 | $1.39M | 0.05% | −459−8.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,286 | $1.39M | 0.27% | +557+11.8% | Added |
| Exencial Wealth Advisors, LLC | 5,292 | $1.39M | 0.06% | +461+9.5% | Added |
| Cornerstone National Bank & Trust Co | 5,301 | $1.39M | 0.75% | −120−2.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,272 | $1.40M | 0.02% | −1,567−22.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 5,338 | $1.40M | 0.90% | +5,338 | New |
| Parcion Private Wealth LLC | 5,343 | $1.41M | 0.13% | +442+9.0% | Added |
| International Assets Investment Management, LLC | 5,344 | $1.41M | 0.18% | −576−9.7% | Reduced |
| Altfest L J & Co Inc | 5,346 | $1.41M | 0.20% | −1,045−16.4% | Reduced |
| Three Seasons Wealth, LLC | 5,355 | $1.41M | 1.24% | +103+2.0% | Added |
| Chicago Trust Co NA | 5,371 | $1.41M | 0.31% | −457−7.8% | Reduced |
| Elmwood Wealth Management, Inc. | 5,408 | $1.42M | 1.00% | −1,781−24.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,412 | $1.42M | 0.02% | −602−10.0% | Reduced |
| Moloney Securities Asset Management, LLC | 5,431 | $1.43M | 0.23% | +903+19.9% | Added |
| iA Global Asset Management Inc. | 5,444 | $1.43M | 0.03% | −4,666−46.2% | Reduced |
| Mainstay Capital Management LLC | 5,466 | $1.44M | 0.27% | +941+20.8% | Added |
| Secure Asset Management, LLC | 5,494 | $1.45M | 0.39% | −60−1.1% | Reduced |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.45M | 0.39% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,501 | $1.45M | 0.10% | +456+9.0% | Added |
| Trust Point Inc. | 5,505 | $1.45M | 0.12% | +5,505 | New |
| Capstone Triton Financial Group, LLC | 5,512 | $1.45M | 1.06% | −1,295−19.0% | Reduced |
| Alta Wealth Advisors LLC | 5,529 | $1.45M | 0.81% | −82−1.5% | Reduced |
| ISAM Funds (UK) Ltd | 5,548 | $1.46M | 1.04% | −19−0.3% | Reduced |
| Legal Advantage Investments, Inc. | 5,571 | $1.47M | 0.88% | +40+0.7% | Added |
| Carr Financial Group Corp | 5,573 | $1.47M | 0.54% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,573 | $1.47M | 0.18% | +3,521+171.6% | Added |
| Syon Capital LLC | 5,578 | $1.47M | 0.15% | +412+8.0% | Added |
| Coastline Trust Co | 5,582 | $1.47M | 0.20% | +618+12.4% | Added |
| Proequities, Inc. | 5,583 | $1.47M | 0.11% | +2,290+69.5% | Added |
| Buckingham Strategic Wealth, LLC | 5,586 | $1.47M | 0.02% | −82−1.4% | Reduced |
| Versor Investments LP | 5,587 | $1.47M | 0.30% | −5,809−51.0% | Reduced |
| St. Johns Investment Management Company, LLC | 5,606 | $1.48M | 0.75% | +130+2.4% | Added |
| CX Institutional | 5,610 | $1.48M | 0.08% | +197+3.6% | Added |
| Intellectus Partners, LLC | 5,612 | $1.48M | 0.43% | −70−1.2% | Reduced |
| KRS Capital Management, LLC | 5,616 | $1.48M | 1.38% | −100−1.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,622 | $1.48M | 0.61% | +70+1.3% | Added |
| Sanders Morris Harris LLC | 5,685 | $1.48M | 0.73% | −376−6.2% | Reduced |
| Dearborn Partners LLC | 5,640 | $1.48M | 0.05% | −60−1.1% | Reduced |
| Gilbert & Cook, Inc. | 5,659 | $1.49M | 0.21% | +366+6.9% | Added |
| Signet Financial Management, LLC | 5,661 | $1.49M | 0.22% | +5,661 | New |
| Grayhawk Investment Strategies Inc. | 5,688 | $1.50M | 0.77% | +5,688 | New |
| Vantage Financial Partners Ltd., Inc. | 5,725 | $1.51M | 0.46% | −700−10.9% | Reduced |
| Lazari Capital Management, Inc. | 5,746 | $1.51M | 0.87% | −2,336−28.9% | Reduced |
| Rehmann Capital Advisory Group | 5,749 | $1.51M | 0.13% | +442+8.3% | Added |
| Regatta Capital Group, LLC | 5,759 | $1.52M | 0.40% | +132+2.3% | Added |
| Williamson Legacy Group, LLC | 5,763 | $1.52M | 1.41% | +5,763 | New |
| Bey-Douglas LLC | 5,764 | $1.52M | 1.56% | +5,764 | New |
| Cinctive Capital Management LP | 5,767 | $1.52M | 0.11% | +2,218+62.5% | Added |
| Trillium Asset Management, LLC | 5,781 | $1.52M | 0.04% | −51−0.9% | Reduced |
| Ironwood Investment Management LLC | 5,786 | $1.52M | 0.80% | −75−1.3% | Reduced |
| Concord Wealth Partners | 5,811 | $1.53M | 0.31% | +2,751+89.9% | Added |
| Platform Technology Partners | 5,332 | $1.53M | 0.60% | +859+19.2% | Added |
| Americana Partners, LLC | 4,684 | $1.53M | 0.15% | −2,703−36.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,831 | $1.53M | 0.40% | +2,662+84.0% | Added |
| Scott & Selber, Inc. | 5,841 | $1.54M | 0.58% | −59−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 5,860 | $1.54M | 0.42% | −4,060−40.9% | Reduced |
| Harvest Fund Management Co., Ltd | 5,859 | $1.54M | 0.24% | +2,035+53.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $1.54M | 1.28% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,872 | $1.55M | 0.52% | −87−1.5% | Reduced |
| Birchbrook, Inc. | 5,875 | $1.55M | 1.02% | +5,875 | New |
| Central Valley Advisors, LLC | 5,882 | $1.55M | 0.91% | +5,882 | New |
| Riverview Capital Advisers, LLC | 5,899 | $1.55M | 0.60% | +55+0.9% | Added |
| TRUE Private Wealth Advisors | 5,905 | $1.55M | 0.20% | −489−7.6% | Reduced |
| Aviance Capital Partners, LLC | 5,921 | $1.56M | 0.33% | −1,495−20.2% | Reduced |
| Sciencast Management LP | 5,924 | $1.56M | 0.85% | −1,477−20.0% | Reduced |
| Naviter Wealth, LLC | 5,932 | $1.56M | 0.31% | +738+14.2% | Added |
| Eastover Investment Advisors LLC | 5,935 | $1.56M | 0.83% | +115+2.0% | Added |
| Northwest Bank & Trust Co | 5,963 | $1.57M | 1.41% | +5,963 | New |
| USA Financial Portformulas Corp | 5,969 | $1.57M | 0.27% | +5,962+85,171.4% | Added |
| Charter Oak Capital Management, LLC | 5,974 | $1.57M | 0.19% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 5,974 | $1.57M | 1.38% | +457+8.3% | Added |
| Quantbot Technologies LP | 5,981 | $1.57M | 0.09% | +5,981 | New |
| Fukoku Mutual Life Insurance Co | 5,983 | $1.57M | 0.13% | −3,501−36.9% | Reduced |
| Conning Inc. | 5,986 | $1.58M | 0.05% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.58M | 0.20% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 6,000 | $1.58M | 1.20% | +6,000 | New |
| Canopy Partners, LLC | 6,008 | $1.58M | 0.96% | +6,008 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,029 | $1.59M | 0.06% | +4,722+361.3% | Added |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.75% | +204+2.8% | Added |
| Cooper Financial Group | 6,040 | $1.59M | 0.29% | +1,322+28.0% | Added |
| Stablepoint Partners, LLC | 6,047 | $1.59M | 0.41% | +6,047 | New |
| ProVise Management Group, LLC | 6,076 | $1.60M | 0.14% | −123−2.0% | Reduced |
| Lindbrook Capital, LLC | 6,087 | $1.60M | 0.16% | +556+10.1% | Added |
| EverSource Wealth Advisors, LLC | 6,094 | $1.60M | 0.15% | +414+7.3% | Added |
| Saturna Capital CORP | 6,106 | $1.61M | 0.03% | +136+2.3% | Added |
| Joseph Group Capital Management | 6,128 | $1.61M | 0.94% | +157+2.6% | Added |
| Plancorp, LLC | 6,168 | $1.62M | 0.08% | +182+3.0% | Added |
| Jamison Private Wealth Management, Inc. | 6,187 | $1.63M | 0.30% | +15+0.2% | Added |
| Cynosure Management, LLC | 6,192 | $1.63M | 0.29% | +665+12.0% | Added |
| Laffer Tengler Investments | 6,198 | $1.63M | 0.43% | +588+10.5% | Added |
| Leelyn Smith, LLC | 6,224 | $1.64M | 0.36% | +96+1.6% | Added |
| Ramirez Asset Management, Inc. | 6,236 | $1.64M | 0.33% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,243 | $1.64M | 0.23% | +714+12.9% | Added |