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 |
|---|---|---|---|---|---|
| Evernest Financial Advisors, LLC | 1,000 | $263.1K | 0.13% | +1,000 | New |
| Trinity Financial Advisors LLC | 1,002 | $263.7K | 0.13% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,007 | $265.0K | 0.03% | −56−5.3% | Reduced |
| American Trust | 1,007 | $265.0K | 0.02% | +1,007 | New |
| Select Asset Management & Trust | 1,005 | $265.0K | 0.13% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,008 | $265.2K | 0.08% | +1,008 | New |
| ICA Group Wealth Management, LLC | 1,013 | $266.6K | 0.06% | +1,013 | New |
| Frisch Financial Group, Inc. | 1,014 | $267.0K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 1,015 | $267.1K | 0.11% | +165+19.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,017 | $267.6K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 930 | $267.9K | 0.20% | +930 | New |
| Goodman Advisory Group, LLC | 1,023 | $269.2K | 0.09% | −3,360−76.7% | Reduced |
| SFG Wealth Management, LLC. | 1,025 | $269.7K | 0.18% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,026 | $270.0K | 0.11% | −30−2.8% | Reduced |
| Jackson Square Capital, LLC | 1,030 | $271.0K | 0.09% | +1,030 | New |
| Phillips Wealth Planners LLC | 988 | $271.2K | 0.33% | −81−7.6% | Reduced |
| Founders Financial Alliance, LLC | 1,031 | $271.3K | 0.11% | −78−7.0% | Reduced |
| Muirfield Wealth Advisors LLC | 1,032 | $271.6K | 0.29% | +1,032 | New |
| Dohj, LLC | 1,033 | $271.8K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,034 | $272.1K | 0.05% | +1,034 | New |
| NFP Retirement, Inc. | 1,038 | $273.1K | 0.05% | −43−4.0% | Reduced |
| Weybosset Research & Management LLC | 1,045 | $275.0K | 0.10% | +50+5.0% | Added |
| MV Capital Management, Inc. | 1,045 | $275.0K | 0.03% | +39+3.9% | Added |
| Garner Asset Management Corp | 944 | $275.2K | 0.14% | +944 | New |
| Correct Capital Wealth Management | 1,048 | $275.7K | 0.07% | +1,048 | New |
| Hussman Strategic Advisors, Inc. | 1,050 | $276.3K | 0.06% | −3,150−75.0% | Reduced |
| Parisi Gray Wealth Management | 1,051 | $276.6K | 0.11% | −37−3.4% | Reduced |
| Farrell Financial LLC | 1,363 | $277.0K | 0.28% | +1,363 | New |
| Kingdom Financial Group LLC. | 1,053 | $277.1K | 0.24% | +1,053 | New |
| Three Bridge Wealth Advisors, LLC | 1,056 | $277.9K | 0.10% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,056 | $278.0K | 0.22% | +1,056 | New |
| LexAurum Advisors, LLC | 1,061 | $279.2K | 0.07% | −85−7.4% | Reduced |
| Northeast Investment Management | 1,063 | $279.7K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 1,065 | $280.2K | 0.00% | +1,065 | New |
| 1858 Wealth Management, LLC | 1,065 | $280.2K | 0.27% | +1,065 | New |
| Breed's Hill Capital LLC | 1,067 | $280.8K | 0.27% | +1,067 | New |
| Fielder Capital Group LLC | 1,069 | $281.3K | 0.17% | +1,069 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,072 | $282.1K | 0.07% | −29−2.6% | Reduced |
| Delap Wealth Advisory, LLC | 1,074 | $282.6K | 0.13% | +1,074 | New |
| Summa Corp. | 1,074 | $282.6K | 0.20% | +1,074 | New |
| ZWJ Investment Counsel Inc | 1,075 | $282.9K | 0.01% | +20+1.9% | Added |
| Burkett Financial Services, LLC | 1,076 | $283.1K | 0.16% | +1,076 | New |
| Counterweight Ventures, LLC | 1,076 | $283.1K | 0.26% | +1,076 | New |
| Benjamin Edwards Inc | 1,079 | $284.0K | 0.06% | +24+2.3% | Added |
| Red Wave Investments LLC | 1,082 | $284.7K | 0.11% | +1,082 | New |
| Sovereign Financial Group, Inc. | 1,090 | $286.8K | 0.09% | −176−13.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,092 | $287.2K | 0.15% | +1,092 | New |
| Sigma Investment Counselors Inc | 1,093 | $287.6K | 0.02% | −130−10.6% | Reduced |
| Belfer Management LLC | 1,096 | $288.5K | 6.09% | 00.0% | Unchanged |
| First American Trust, FSB | 1,101 | $289.9K | 0.04% | +1,101 | New |
| Cottage Street Advisors LLC | 1,127 | $290.3K | 0.20% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,105 | $291.0K | 0.25% | +80+7.8% | Added |
| Arcadia Investment Management Corp | 1,107 | $291.3K | 0.06% | −500−31.1% | Reduced |
| Ridgewood Investments LLC | 1,109 | $291.8K | 0.17% | −190−14.6% | Reduced |
| Klingenstein Fields & Co LP | 1,114 | $293.1K | 0.01% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,118 | $294.2K | 0.11% | +1,118 | New |
| Cornerstone Advisory, LLC | 1,119 | $294.5K | 0.05% | +55+5.2% | Added |
| Gratus Capital LLC | 1,120 | $294.6K | 0.02% | +114+11.3% | Added |
| Cypress Capital Management LLC (WY) | 1,120 | $294.7K | 0.32% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,120 | $294.7K | 0.14% | +1,120 | New |
| Larson Financial Group LLC | 1,123 | $295.4K | 0.03% | −76−6.3% | Reduced |
| Forte Asset Management LLC | 1,125 | $296.0K | 0.20% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,125 | $296.0K | 0.16% | +20+1.8% | Added |
| Ignite Planners, LLC | 1,156 | $296.1K | 0.09% | −146−11.2% | Reduced |
| Terry L. Blaker | 1,134 | $298.4K | 0.02% | −58−4.9% | Reduced |
| Curated Wealth Partners LLC | 1,134 | $298.4K | 0.05% | +11+1.0% | Added |
| SevenBridge Financial Group, LLC | 1,135 | $298.7K | 0.07% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,137 | $299.2K | 0.09% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,123 | $299.5K | 0.23% | −88−7.3% | Reduced |
| Oxford Financial Group Ltd | 1,142 | $300.5K | 0.02% | +76+7.1% | Added |
| Vawter Financial, Ltd. | 1,143 | $300.8K | 0.24% | +11+1.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,143 | $300.8K | 0.04% | +90+8.5% | Added |
| Kure Advisory, LLC | 1,148 | $302.1K | 0.16% | −44−3.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,151 | $302.9K | 0.16% | −17−1.5% | Reduced |
| Heritage Wealth Advisors | 1,151 | $302.9K | 0.02% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,206 | $303.7K | 0.11% | +1,206 | New |
| Element Wealth, LLC | 1,159 | $305.0K | 0.19% | −57−4.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,159 | $305.0K | 0.16% | +381+49.0% | Added |
| Riverwater Partners LLC | 1,160 | $305.2K | 0.24% | +1,160 | New |
| Buckingham Strategic Partners | 1,165 | $306.6K | 0.01% | −381−24.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,173 | $308.7K | 0.01% | −19−1.6% | Reduced |
| Lantz Financial LLC | 1,174 | $308.9K | 0.11% | +25+2.2% | Added |
| HCR Wealth Advisors | 1,179 | $310.2K | 0.05% | +1,179 | New |
| Evolutionary Tree Capital Management, LLC | 1,180 | $310.5K | 0.34% | 00.0% | Unchanged |
| City State Bank | 1,182 | $311.0K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,187 | $312.3K | 0.02% | −21−1.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,188 | $312.6K | 0.12% | −2−0.2% | Reduced |
| Five Oceans Advisors | 1,194 | $314.2K | 0.18% | +1+0.1% | Added |
| Westmount Partners, LLC | 1,194 | $314.2K | 0.13% | +97+8.8% | Added |
| Somerset Group LLC | 1,196 | $314.7K | 0.26% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,197 | $315.0K | 0.08% | −64−5.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,197 | $315.0K | 0.03% | +165+16.0% | Added |
| Capital Planning Advisors, LLC | 1,198 | $315.2K | 0.06% | −4−0.3% | Reduced |
| Princeton Capital Management LLC | 1,198 | $315.2K | 0.13% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,199 | $315.5K | 0.22% | −37−3.0% | Reduced |
| Traynor Capital Management, Inc. | 1,200 | $315.9K | 0.04% | −99−7.6% | Reduced |
| JSF Financial, LLC | 1,205 | $317.1K | 0.11% | +6+0.5% | Added |
| Clear Creek Financial Management, LLC | 1,207 | $317.6K | 0.05% | +99+8.9% | Added |
| Oxford Asset Management LLP | 1,207 | $317.6K | 0.48% | +1,207 | New |
| Outlook Wealth Advisors, LLC | 1,212 | $318.9K | 0.11% | −264−17.9% | Reduced |