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; 2,492 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 109 | $28.7K | 0.02% | +109 | New |
| Barrett & Company, Inc. | 110 | $28.9K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $29.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 113 | $29.7K | 0.00% | +5+4.6% | Added |
| Oakworth Capital, Inc. | 115 | $30.3K | 0.00% | −31−21.2% | Reduced |
| Gables Capital Management Inc. | 116 | $30.5K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $30.8K | 0.02% | +117 | New |
| Emfo, LLC | 117 | $30.8K | 0.03% | −46−28.2% | Reduced |
| Main Street Group, LTD | 119 | $31.3K | 0.01% | +119 | New |
| Impact Partnership Wealth, LLC | 119 | $31.3K | 0.01% | −201−62.8% | Reduced |
| Union Savings Bank | 120 | $31.6K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 121 | $31.8K | 0.01% | −51−29.7% | Reduced |
| Centennial Bank | 123 | $32.4K | 0.02% | +65+112.1% | Added |
| Pacifica Partners Inc. | 130 | $32.6K | 0.02% | +100+333.3% | Added |
| BKM Wealth Management, LLC | 129 | $33.9K | 0.01% | +129 | New |
| IAG Wealth Partners, LLC | 130 | $34.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 134 | $35.3K | 0.01% | +134 | New |
| Pflug Koory, LLC | 138 | $36.3K | 0.02% | −7−4.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 140 | $36.8K | 0.02% | +140 | New |
| AlphaMark Advisors, LLC | 139 | $37.0K | 0.01% | +125+892.9% | Added |
| REAP Financial Group, LLC | 141 | $37.1K | 0.01% | +141 | New |
| CapitalatWork S.A. | – | $39.0K | 0.00% | – | New |
| GHP Investment Advisors, Inc. | 149 | $39.2K | 0.00% | −66−30.7% | Reduced |
| Hoey Investments, Inc | 150 | $39.5K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 150 | $39.5K | 0.03% | +150 | New |
| FSA Wealth Management LLC | 153 | $40.0K | 0.02% | +153 | New |
| Caitlin John, LLC | 162 | $42.6K | 0.03% | +162 | New |
| Perkins Coie Trust Co | 164 | $43.2K | 0.01% | −14−7.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $43.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 166 | $43.7K | 0.01% | +7+4.4% | Added |
| MCF Advisors LLC | 166 | $43.7K | 0.00% | +47+39.5% | Added |
| Macroview Investment Management LLC | 168 | $44.2K | 0.05% | −11−6.1% | Reduced |
| Tradewinds Capital Management, LLC | 174 | $45.8K | 0.02% | +5+3.0% | Added |
| Tucker Asset Management LLC | 182 | $47.9K | 0.01% | −34−15.7% | Reduced |
| Pacific Center for Financial Services | 184 | $48.4K | 0.02% | −20−9.8% | Reduced |
| McIlrath & Eck, LLC | 188 | $49.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 190 | $50.0K | 0.04% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 193 | $50.8K | 0.09% | +3+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 193 | $50.8K | 0.03% | +10+5.5% | Added |
| Quarry LP | 193 | $50.8K | 0.03% | +97+101.0% | Added |
| Kapitalo Investimentos Ltda | 193 | $50.8K | 0.01% | +193 | New |
| Rosenberg Matthew Hamilton | 194 | $51.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 195 | $51.3K | 0.01% | −14−6.7% | Reduced |
| Emerald Advisers, LLC | 200 | $52.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 201 | $52.9K | 0.05% | −70−25.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 207 | $54.0K | 0.03% | +79+61.7% | Added |
| ZRC Wealth Management, LLC | 270 | $54.8K | 0.03% | +270 | Added |
| Sachetta, LLC | 209 | $55.0K | 0.03% | +209 | New |
| SJS Investment Consulting Inc. | 217 | $57.1K | 0.01% | +26+13.6% | Added |
| Slocum, Gordon & Co LLP | 218 | $57.4K | 0.05% | +68+45.3% | Added |
| CGC Financial Services, LLC | 223 | $58.7K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 224 | $58.9K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 230 | $60.5K | 0.01% | −3−1.3% | Reduced |
| Operose Advisors LLC | 231 | $60.8K | 0.02% | −250−52.0% | Reduced |
| Pineridge Advisors LLC | 238 | $62.6K | 0.02% | +238 | New |
| Institutional & Family Asset Management, LLC | 248 | $65.3K | 0.01% | −14−5.3% | Reduced |
| FWL Investment Management, LLC | 250 | $65.8K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 251 | $66.0K | 0.02% | +146+139.0% | Added |
| Dunhill Financial, LLC | 254 | $66.8K | 0.06% | +254 | New |
| Tower View Investment Management & Research LLC | 260 | $68.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 259 | $68.2K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 259 | $68.2K | 0.04% | +259 | New |
| Able Wealth Management LLC | 265 | $69.7K | 0.06% | +265 | New |
| Capstone Investment Advisors, LLC | 268 | $70.5K | 0.00% | −53,550−99.5% | Reduced |
| Live Oak Investment Partners | – | $71.0K | 0.06% | – | – |
| Blue Bell Private Wealth Management, LLC | 279 | $73.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 281 | $73.9K | 0.01% | +99+54.4% | Added |
| Northwest Capital Management Inc | 283 | $74.5K | 0.02% | −17−5.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 293 | $77.1K | 0.01% | +149+103.5% | Added |
| Delta Asset Management LLC | 295 | $77.6K | 0.01% | +3+1.0% | Added |
| Global Financial Private Client, LLC | 297 | $78.2K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 298 | $78.4K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 299 | $78.7K | 0.00% | +299 | New |
| Private Wealth Management Group, LLC | 305 | $80.3K | 0.04% | +305 | New |
| Bank of New Hampshire | 310 | $81.6K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 310 | $81.6K | 0.04% | +64+26.0% | Added |
| MB, Levis & Associates, LLC | 311 | $81.8K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 314 | $82.0K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 314 | $82.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 316 | $83.2K | 0.02% | −100−24.0% | Reduced |
| Centiva Capital, LP | 320 | $84.2K | 0.01% | −9,292−96.7% | Reduced |
| Bourgeon Capital Management LLC | 322 | $84.7K | 0.02% | +292+973.3% | Added |
| Bay Harbor Wealth Management, LLC | 324 | $85.3K | 0.03% | +1+0.3% | Added |
| RFP Financial Group LLC | 326 | $85.8K | 0.04% | −104−24.2% | Reduced |
| Estabrook Capital Management | 331 | $87.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 353 | $92.9K | 0.01% | +36+11.4% | Added |
| City Holding Co | 360 | $94.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 360 | $94.7K | 0.07% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 360 | $94.7K | 0.07% | +360 | New |
| Cassady Schiller Wealth Management, LLC | 365 | $96.0K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 377 | $99.0K | 0.03% | −178−32.1% | Reduced |
| Cornerstone Planning Group LLC | 380 | $100.0K | 0.03% | −24−5.9% | Reduced |
| Strategic Investment Solutions, Inc. | 393 | $103.4K | 0.02% | −4,521−92.0% | Reduced |
| Atlas Capital Advisors LLC | 395 | $103.9K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 400 | $105.3K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 408 | $107.4K | 0.02% | +8+2.0% | Added |
| Financial Connections Group, Inc. | 416 | $109.0K | 0.07% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 416 | $109.5K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 419 | $110.0K | 0.00% | +26+6.6% | Added |
| Cordant, Inc. | 422 | $111.0K | 0.07% | +422 | New |