Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 2,601 institutions

Value heldQ4 2023: $204.8B

Institutions holding CRM and their total value by quarter
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.

Institutions holding CRM in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
ASB Consultores, LLC	844	$222.1K	0.07%	+844	New
LRT Capital Management, LLC	844	$222.1K	0.21%	+844	New
Quantum Financial Advisors, LLC	846	$222.6K	0.05%	+846	New
Onyx Bridge Wealth Group LLC	849	$223.4K	0.05%	+849	New
Crown Wealth Group, LLC	849	$223.4K	0.13%	+849	New
Everett Harris & Co	852	$224.2K	0.00%	+852	New
Tower Wealth Partners, Inc.	853	$224.5K	0.16%	+853	New
BCJ Capital Management, LLC	854	$224.7K	0.02%	+854	New
Balanced Wealth Group LLC	856	$225.2K	0.12%	+856	New
Focused Wealth Management, Inc	857	$225.5K	0.04%	00.0%	Unchanged
CRA Financial Services, LLC	857	$225.5K	0.06%	+857	New
Aspen Grove Capital, LLC	904	$225.5K	0.07%	+904	New
Breakwater Capital Group	805	$225.6K	0.06%	+805	New
McLean Asset Management Corp	902	$226.5K	0.08%	+902	New
Coastal Bridge Advisors, LLC	861	$226.6K	0.06%	−236−21.5%	Reduced
Humankind Investments LLC	863	$227.1K	0.07%	+863	New
LWM Advisory Services, LLC	864	$227.4K	0.20%	+864	New
Global Strategic Investment Solutions, LLC	864	$227.4K	0.03%	+864	New
Keyes, Stange & Wooten Wealth Management, LLC	874	$230.0K	0.24%	+874	New
Liberty Wealth Management LLC	873	$230.0K	0.05%	+873	New
LongView Wealth Management	881	$230.2K	0.10%	+881	New
TFC Financial Management	875	$230.2K	0.05%	−1−0.1%	Reduced
Cladis Investment Advisory, LLC	875	$230.2K	0.18%	+875	New
Florida Financial Advisors, LLC	886	$230.5K	0.21%	+886	New
Claret Asset Management Corp	877	$231.0K	0.04%	+877	New
Obsidian Personal Planning Solutions LLC	880	$231.6K	0.18%	+880	New
Patrick M Sweeney & Associates, Inc	881	$231.8K	0.21%	+881	New
MGO Private Wealth, LLC	883	$232.4K	0.16%	+883	New
Wealth Effects LLC	885	$232.9K	0.09%	+885	New
Harbor Group, Inc.	886	$233.1K	0.07%	−185−17.3%	Reduced
Burke & Herbert Bank & Trust Co	886	$233.1K	0.17%	+886	New
Tempus Wealth Planning, LLC	887	$233.4K	0.10%	+887	New
Aire Advisors, LLC	886	$233.6K	0.06%	+886	New
Security National Bank of So Dak	888	$233.7K	0.15%	+888	New
Blossom Wealth Management	888	$233.7K	0.63%	+888	New
May Barnhard Investments LLC	889	$233.9K	0.12%	+889	New
Element Pointe Advisors, LLC	891	$234.5K	0.07%	+891	New
Accredited Investors Inc.	892	$234.7K	0.02%	+892	New
Consilio Wealth Advisors, LLC	896	$235.8K	0.12%	+896	New
Avid Wealth Partners LLC	898	$236.3K	0.23%	+898	New
Sustainable Insight Capital Management, LLC	899	$236.6K	0.19%	−700−43.8%	Reduced
Shikiar Asset Management Inc	900	$237.0K	0.07%	−2,180−70.8%	Reduced
Acorn Creek Capital LLC	902	$237.4K	0.11%	+902	New
Welch Group, LLC	904	$237.9K	0.01%	+904	New
Precedent Wealth Partners, LLC	904	$237.9K	0.12%	+904	New
Apriem Advisors	905	$238.1K	0.03%	+905	New
Core Alternative Capital	906	$238.4K	0.04%	+39+4.5%	Added
Elevatus Welath Management	907	$238.7K	0.11%	+907	New
Legacy Capital Wealth Partners, LLC	909	$239.2K	0.07%	+909	New
Planning Capital Management Corp	909	$239.2K	0.19%	+909	New
Spotlight Asset Group, Inc.	1,184	$240.1K	0.22%	00.0%	Unchanged
Turtle Creek Wealth Advisors, LLC	915	$240.8K	0.07%	+915	New
SOL Capital Management CO	914	$241.0K	0.03%	+914	New
Pioneer Wealth Management Group	919	$241.8K	0.15%	+919	New
Eudaimonia Partners, LLC	921	$242.4K	0.06%	−458−33.2%	Reduced
Allen Capital Group, LLC	923	$242.9K	0.04%	+923	New
Forza Wealth Management, LLC	925	$243.4K	0.13%	+925	New
Morris Retirement Advisors, LLC	926	$243.7K	0.16%	+926	New
MainStreet Investment Advisors LLC	927	$243.9K	0.03%	+927	New
MBL Wealth, LLC	928	$244.2K	0.03%	+928	New
JGP Wealth Management, LLC	931	$245.0K	0.04%	+931	New
McDaniel Terry & Co	930	$245.0K	0.02%	−163−14.9%	Reduced
Hamilton Capital, LLC	934	$245.8K	0.02%	−237−20.2%	Reduced
Objective Capital Management, LLC	935	$246.0K	0.19%	+935	New
Mma Asset Management LLC	935	$246.1K	0.13%	+935	New
Morling Financial Advisors, LLC	939	$247.1K	0.20%	+939	New
Townsend & Associates, Inc	894	$247.5K	0.03%	+894	New
Stephens Investment Management Group LLC	942	$247.9K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	942	$247.9K	0.11%	+92+10.8%	Added
Fox Hill Wealth Management	947	$249.2K	0.19%	+947	New
Intrepid Financial Planning Group LLC	948	$249.5K	0.12%	+948	New
Private Advisory Group LLC	953	$250.8K	0.04%	−828−46.5%	Reduced
Oarsman Capital, Inc.	955	$251.3K	0.07%	+955	New
Lloyd Advisory Services, LLC.	956	$251.6K	0.12%	−12,618−93.0%	Reduced
DCM Advisors, LLC	957	$251.8K	0.09%	−146−13.2%	Reduced
Hexagon Capital Partners LLC	957	$251.8K	0.06%	+47+5.2%	Added
Clifford Group, LLC	957	$251.8K	0.23%	+957	New
McDonald Partners LLC	959	$252.4K	0.07%	+959	New
Western Financial Corp	964	$253.7K	0.17%	+964	New
Prosperity Financial Group, Inc.	964	$253.7K	0.18%	+964	New
Summit Wealth Group, LLC	965	$254.0K	0.20%	+965	New
Abel Hall, LLC	966	$254.2K	0.22%	+966	New
Smith Anglin Financial, LLC	969	$255.0K	0.03%	+969	New
Monticello Wealth Management, LLC	969	$255.0K	0.02%	+969	New
Account Management LLC	970	$255.2K	0.31%	+970	New
Pictet North America Advisors SA	972	$255.8K	0.03%	+972	New
Oak Hill Wealth Advisors, LLC	972	$255.8K	0.09%	+972	New
Mosaic Family Wealth Partners, LLC	977	$257.1K	0.04%	+977	New
Epiq Partners, LLC	979	$257.6K	0.18%	−112−10.3%	Reduced
Capital Asset Advisory Services LLC	983	$258.7K	0.02%	−111−10.1%	Reduced
Wellspring Financial Advisors, LLC	984	$258.9K	0.06%	+984	New
Beverly Hills Private Wealth, LLC	984	$258.9K	0.07%	−134−12.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	984	$259.1K	0.00%	+275+38.8%	Added
Opal Wealth Advisors, LLC	989	$260.2K	0.10%	−76−7.1%	Reduced
Reuter James Wealth Management, LLC	990	$260.5K	0.18%	−104−9.5%	Reduced
Carson Advisory Inc.	992	$261.0K	0.20%	−111−10.1%	Reduced
Sweet Financial Partners, LLC	997	$262.4K	0.06%	+997	New
Silverlake Wealth Management LLC	1,000	$263.1K	0.15%	−1,519−60.3%	Reduced
Thompson Investment Management, Inc.	1,000	$263.1K	0.04%	00.0%	Unchanged
CV Advisors LLC	1,000	$263.1K	0.19%	00.0%	Unchanged