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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 1,212 | $318.9K | 0.01% | +1,212 | New |
| Bedel Financial Consulting, Inc. | 1,214 | $319.5K | 0.06% | −6−0.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,214 | $319.5K | 0.20% | +693+133.0% | Added |
| Financial Partners Group, Inc | 1,216 | $320.0K | 0.06% | +43+3.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,220 | $321.0K | 0.37% | −85−6.5% | Reduced |
| DGS Capital Management, LLC | 1,223 | $321.8K | 0.12% | −10−0.8% | Reduced |
| Bellecapital International Ltd. | 1,224 | $322.1K | 0.07% | −13−1.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,224 | $322.1K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,229 | $323.4K | 0.15% | −180−12.8% | Reduced |
| Strata Wealth Advisors, LLC | 1,235 | $325.0K | 0.13% | −2−0.2% | Reduced |
| Schnieders Capital Management LLC | 1,235 | $325.0K | 0.07% | +1,235 | New |
| JBR Co Financial Management Inc | 1,237 | $325.5K | 0.31% | +1,237 | New |
| Vantage Consulting Group Inc | 1,242 | $326.8K | 0.22% | −217−14.9% | Reduced |
| Savvy Advisors, Inc. | 1,242 | $326.8K | 0.32% | +1,242 | New |
| Armstrong, Fleming & Moore, Inc | 1,249 | $328.7K | 0.25% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,258 | $331.0K | 0.02% | −187−12.9% | Reduced |
| HTLF Bank | 1,258 | $331.0K | 0.04% | +1,258 | New |
| Collective Family Office LLC | 1,261 | $331.8K | 0.12% | +7+0.6% | Added |
| Fortune Financial Advisors, LLC | 1,261 | $331.9K | 0.23% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,262 | $332.0K | 0.20% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,263 | $332.3K | 0.12% | −672−34.7% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $333.1K | 0.19% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,271 | $334.5K | 0.01% | +1,271 | New |
| Montecito Bank & Trust | 1,272 | $334.7K | 0.07% | +50+4.1% | Added |
| Future Fund LLC | 1,278 | $336.3K | 0.93% | −375−22.7% | Reduced |
| DSC Advisors, L.P. | 1,278 | $336.3K | 0.57% | +35+2.8% | Added |
| Raleigh Capital Management Inc. | 1,282 | $337.3K | 0.16% | +139+12.2% | Added |
| Point72 Europe (London) LLP | 1,284 | $337.9K | 0.04% | +1,284 | New |
| KC Investment Advisors, LLC | 1,286 | $338.4K | 0.20% | +1,286 | New |
| Kolinsky Wealth Management, LLC | 1,287 | $338.7K | 0.30% | −13−1.0% | Reduced |
| Formidable Asset Management, LLC | 1,291 | $339.7K | 0.07% | +50+4.0% | Added |
| Insight Advisors, LLC | 1,291 | $339.7K | 0.07% | −11−0.8% | Reduced |
| Wealth Architects, LLC | 1,292 | $340.0K | 0.05% | +222+20.7% | Added |
| Opes Wealth Management LLC | 1,295 | $340.8K | 0.08% | +37+2.9% | Added |
| Mengis Capital Management, Inc. | 1,299 | $341.8K | 0.06% | −9−0.7% | Reduced |
| Waterloo Capital, L.P. | 1,299 | $341.8K | 0.06% | +1,299 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,315 | $342.2K | 0.08% | +288+28.0% | Added |
| Cedrus LLC | 1,301 | $342.3K | 0.21% | +1,301 | New |
| Benchmark Investment Advisors LLC | 1,303 | $342.9K | 0.32% | +1,303 | New |
| Delta Financial Group, Inc. | 1,305 | $343.0K | 0.11% | +200+18.1% | Added |
| Beacon Financial Advisory LLC | 1,309 | $344.4K | 0.17% | −245−15.8% | Reduced |
| Holderness Investments Co | 1,317 | $346.6K | 0.10% | +25+1.9% | Added |
| Landmark Financial Advisors, LLC | 1,319 | $347.1K | 0.12% | +119+9.9% | Added |
| North Star Investment Management Corp. | 1,319 | $347.1K | 0.03% | +130+10.9% | Added |
| Well Done, LLC | 1,322 | $347.9K | 0.07% | −40−2.9% | Reduced |
| First National Bank Sioux Falls | 1,324 | $348.4K | 0.18% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,324 | $348.4K | 0.21% | +105+8.6% | Added |
| Wealth Dimensions Group, Ltd. | 1,324 | $348.5K | 0.11% | −206−13.5% | Reduced |
| Powers Advisory Group, LLC | 1,325 | $348.7K | 0.22% | −20−1.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,325 | $348.7K | 0.29% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,327 | $349.2K | 0.03% | −113−7.8% | Reduced |
| Kennedy Investment Group | 1,330 | $350.0K | 0.20% | −70−5.0% | Reduced |
| Consolidated Capital Management, LLC | 1,333 | $350.8K | 0.19% | −1−0.1% | Reduced |
| Sabal Trust CO | 1,335 | $351.3K | 0.02% | +1,335 | New |
| McAlister, Sweet & Associates, Inc. | 1,337 | $351.8K | 0.33% | +1,337 | New |
| Elgethun Capital Management | 1,339 | $352.3K | 0.10% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,342 | $353.1K | 0.05% | −761−36.2% | Reduced |
| Legacy Edge Advisors, LLC | 1,344 | $353.7K | 0.08% | +1,344 | New |
| Advisor OS, LLC | 1,349 | $355.0K | 0.05% | +328+32.1% | Added |
| Abacus Planning Group, Inc. | 1,353 | $356.0K | 0.08% | +154+12.8% | Added |
| DAGCO, Inc. | 1,357 | $357.1K | 0.33% | +1,357 | New |
| Dynamic Wealth Strategies, LLC | 1,357 | $357.1K | 0.33% | +1,357 | New |
| Klingman & Associates, LLC | 1,359 | $357.6K | 0.03% | −20−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,365 | $359.2K | 0.01% | −31−2.2% | Reduced |
| Seven Mile Advisory | 1,366 | $359.4K | 0.31% | +67+5.2% | Added |
| Glassman Wealth Services | 1,369 | $360.2K | 0.05% | +39+2.9% | Added |
| First Trust Investment Solutions L.P. | 1,369 | $360.2K | 0.08% | +1,369 | New |
| Mattern Wealth Management LLC | 1,370 | $360.5K | 0.09% | +315+29.9% | Added |
| Semus Wealth Partners LLC | 1,373 | $361.3K | 0.30% | −61−4.3% | Reduced |
| Avenue 1 Advisors, LLC | 1,374 | $361.6K | 0.16% | −55−3.8% | Reduced |
| National Philanthropic Trust | 1,380 | $363.1K | 0.01% | +1,380 | New |
| Balboa Wealth Partners | 1,381 | $363.4K | 0.12% | +174+14.4% | Added |
| Gordian Capital Singapore Pte Ltd | 1,382 | $363.7K | 0.33% | +340+32.6% | Added |
| West Michigan Advisors, LLC | 1,385 | $364.4K | 0.14% | +92+7.1% | Added |
| IFG Advisors, LLC | 1,390 | $365.8K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,393 | $366.6K | 0.01% | −346−19.9% | Reduced |
| Enterprise Financial Services Corp | 1,398 | $367.9K | 0.22% | +87+6.6% | Added |
| Berkeley Capital Partners, LLC | 1,398 | $367.9K | 0.12% | +11+0.8% | Added |
| Richard W. Paul & Associates, LLC | 1,400 | $368.4K | 0.15% | −37−2.6% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $368.4K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,405 | $369.7K | 0.04% | +1+0.1% | Added |
| Zhang Financial LLC | 1,406 | $370.0K | 0.03% | +1,406 | New |
| Hoylecohen, LLC | 1,409 | $370.8K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,411 | $371.3K | 0.04% | +37+2.7% | Added |
| Joel Isaacson & Co., LLC | 1,411 | $371.3K | 0.02% | +8+0.6% | Added |
| Beacon Financial Group | 1,411 | $371.4K | 0.05% | +1,411 | New |
| Maxwell Wealth Strategies Inc. | 1,412 | $371.6K | 0.24% | +1,412 | New |
| TCI Wealth Advisors, Inc. | 1,416 | $372.6K | 0.04% | −24−1.7% | Reduced |
| CVA Family Office, LLC | 1,419 | $373.4K | 0.07% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,423 | $374.4K | 0.06% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,424 | $374.7K | 0.02% | +106+8.0% | Added |
| Precision Wealth Strategies, LLC | 1,427 | $375.5K | 0.36% | −16−1.1% | Reduced |
| Aspire Capital Advisors LLC | 1,432 | $376.8K | 0.15% | +10+0.7% | Added |
| Juncture Wealth Strategies, LLC | 1,440 | $378.9K | 0.17% | −2,835−66.3% | Reduced |
| DC Investments Management, LLC | 1,441 | $379.2K | 0.39% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,443 | $379.7K | 0.13% | +22+1.5% | Added |
| Frank, Rimerman Advisors LLC | 1,444 | $380.0K | 0.08% | 00.0% | Unchanged |
| Carlson Capital Management | 1,447 | $380.8K | 0.02% | −38−2.6% | Reduced |
| Hodges Capital Management Inc. | 1,452 | $382.0K | 0.02% | +452+45.2% | Added |
| Waddell & Associates, LLC | 1,452 | $382.1K | 0.05% | −10−0.7% | Reduced |