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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 1,457 | $383.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,459 | $383.9K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,459 | $384.0K | 0.04% | −2−0.1% | Reduced |
| Paladin Advisory Group, LLC | 1,464 | $385.2K | 0.32% | −10−0.7% | Reduced |
| Grandfield & Dodd, LLC | 1,464 | $385.4K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,471 | $387.1K | 0.03% | +58+4.1% | Added |
| Summit Global Investments | 1,478 | $389.0K | 0.03% | −84,677−98.3% | Reduced |
| Nichols & Pratt Advisers LLP | 1,480 | $389.4K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,480 | $389.5K | 0.05% | +27+1.9% | Added |
| Simplicity Wealth,LLC | 1,481 | $389.7K | 0.15% | +1,481 | New |
| Canton Hathaway, LLC | 1,488 | $392.0K | 0.12% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,497 | $393.9K | 0.35% | +1,497 | New |
| Advisory Alpha, LLC | 1,498 | $394.2K | 0.02% | +53+3.7% | Added |
| Private Capital Management LLC | 1,498 | $394.2K | 0.10% | +127+9.3% | Added |
| Aristotle Atlantic Partners, LLC | 1,500 | $394.7K | 0.01% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,503 | $395.5K | 0.18% | −377−20.1% | Reduced |
| Retirement Income Solutions, Inc | 1,510 | $397.3K | 0.10% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,511 | $397.6K | 0.10% | −56−3.6% | Reduced |
| CNB Bank | 1,511 | $397.6K | 0.21% | −49−3.1% | Reduced |
| Windmill Hill Asset Management Ltd | 1,512 | $397.9K | 0.23% | +1,512 | New |
| Lee Danner & Bass Inc | 1,515 | $399.0K | 0.03% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,522 | $400.5K | 0.10% | +10+0.7% | Added |
| Cedar Brook Financial Partners, LLC | 1,476 | $400.6K | 0.09% | +1,476 | New |
| Evanson Asset Management, LLC | 1,526 | $401.6K | 0.03% | −90−5.6% | Reduced |
| Ssi Investment Management LLC | 1,529 | $402.3K | 0.03% | −5−0.3% | Reduced |
| OneAscent Wealth Management LLC | 1,530 | $403.0K | 0.16% | −194−11.3% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $403.1K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 1,533 | $403.4K | 0.03% | +52+3.5% | Added |
| Jacobsen Capital Management | 1,534 | $403.7K | 0.20% | +27+1.8% | Added |
| Hemenway Trust Co LLC | 1,535 | $403.9K | 0.04% | −20−1.3% | Reduced |
| Koss-Olinger Consulting, LLC | 1,536 | $404.0K | 0.04% | −33−2.1% | Reduced |
| Accurate Wealth Management, LLC | 1,493 | $405.0K | 0.13% | −108−6.7% | Reduced |
| Clarity Wealth Advisors, LLC | 1,541 | $405.5K | 0.15% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,544 | $406.3K | 0.39% | +1,544 | New |
| First Heartland Consultants, Inc. | 1,547 | $407.0K | 0.05% | +41+2.7% | Added |
| Unique Wealth, LLC | 1,549 | $407.6K | 0.13% | +1,549 | New |
| FFT Wealth Management LLC | 1,561 | $410.8K | 0.04% | +49+3.2% | Added |
| Windsor Capital Management, LLC | 1,563 | $411.3K | 0.13% | +88+6.0% | Added |
| Sonata Capital Group Inc | 1,567 | $412.0K | 0.20% | +100+6.8% | Added |
| KG&L Capital Management,LLC | 1,566 | $412.1K | 0.17% | −1,941−55.3% | Reduced |
| Spartan Planning & Wealth Management | 1,567 | $412.3K | 0.44% | +625+66.3% | Added |
| Stonebridge Financial Planning Group, LLC | 1,570 | $413.1K | 0.24% | −75−4.6% | Reduced |
| WNY Asset Management, LLC | 1,572 | $413.7K | 0.07% | +15+1.0% | Added |
| Avory & Company, LLC | 1,574 | $414.2K | 0.29% | −402−20.3% | Reduced |
| Addison Advisors LLC | 1,576 | $414.7K | 0.16% | +41+2.7% | Added |
| Callan Capital, LLC | 1,582 | $416.3K | 0.04% | +209+15.2% | Added |
| Nicholas Hoffman & Company, LLC. | 1,584 | $416.8K | 0.03% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,585 | $417.0K | 0.88% | +1,585 | New |
| Silver Oak Securities, Inc | 1,591 | $418.7K | 0.06% | +929+140.3% | Added |
| Fountainhead AM, LLC | 1,592 | $418.9K | 0.12% | +1,592 | New |
| VisionPoint Advisory Group, LLC | 1,600 | $421.0K | 0.16% | −111−6.5% | Reduced |
| Good Life Advisors, LLC | 1,601 | $421.3K | 0.04% | +530+49.5% | Added |
| Gabelli Funds LLC | 1,605 | $422.3K | 0.00% | −1,195−42.7% | Reduced |
| Aveo Capital Partners, LLC | 1,605 | $422.3K | 0.05% | +496+44.7% | Added |
| Smith Group Asset Management, LLC | 1,608 | $423.1K | 0.02% | +1,608 | New |
| Alliance Wealth Advisors, LLC | 1,611 | $423.9K | 0.28% | −7−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 1,614 | $424.7K | 0.18% | −59−3.5% | Reduced |
| Gries Financial LLC | 1,615 | $425.0K | 0.09% | +1,615 | New |
| Fort Sheridan Advisors LLC | 1,619 | $426.0K | 0.09% | +301+22.8% | Added |
| Brevan Howard Capital Management LP | 1,621 | $426.6K | 0.04% | +1,621 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,628 | $428.4K | 0.20% | −152−8.5% | Reduced |
| First Affirmative Financial Network | 1,628 | $428.5K | 0.34% | +372+29.6% | Added |
| SlateStone Wealth, LLC | 1,634 | $430.0K | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,637 | $431.0K | 0.26% | +1,637 | New |
| Resonant Capital Advisors, LLC | 1,641 | $431.8K | 0.04% | +71+4.5% | Added |
| Adirondack Trust Co | 1,404 | $433.6K | 0.19% | −37−2.6% | Reduced |
| Tobam | 1,649 | $434.0K | 0.04% | −492−23.0% | Reduced |
| Capital Performance Advisors LLP | 1,652 | $434.7K | 0.19% | +65+4.1% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $435.8K | 0.92% | 00.0% | Unchanged |
| Keystone Financial Group | 1,657 | $435.9K | 0.08% | −235−12.4% | Reduced |
| Hyperion Partners, LLC | 1,661 | $437.1K | 0.35% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,661 | $437.1K | 0.05% | +609+57.9% | Added |
| Aprio Wealth Management, LLC | 1,665 | $438.1K | 0.10% | +498+42.7% | Added |
| RiverGlades Family Offices LLC | 1,525 | $438.2K | 0.35% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,667 | $438.7K | 0.08% | +317+23.5% | Added |
| Orrstown Financial Services Inc | 1,670 | $439.4K | 0.35% | +1,670 | New |
| American State Bank (Iowa) | 1,676 | $441.0K | 0.28% | +20+1.2% | Added |
| White Pine Capital LLC | 1,681 | $442.3K | 0.17% | +222+15.2% | Added |
| Private Portfolio Partners LLC | 1,685 | $443.4K | 0.10% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,687 | $443.9K | 0.04% | +68+4.2% | Added |
| Aigen Investment Management, LP | 1,701 | $447.6K | 0.08% | +1,701 | New |
| Guardian Wealth Advisors, LLC | 1,704 | $448.4K | 0.07% | −117−6.4% | Reduced |
| JT Stratford LLC | 1,705 | $448.7K | 0.10% | +224+15.1% | Added |
| TBH Global Asset Management, LLC | 1,715 | $451.4K | 0.09% | +411+31.5% | Added |
| Apexium Financial, LP | 1,717 | $451.9K | 0.03% | +62+3.7% | Added |
| Verus Capital Partners, LLC | 1,718 | $452.1K | 0.06% | +1,718 | New |
| Bridgefront Capital, LLC | 1,718 | $452.1K | 0.34% | −3,553−67.4% | Reduced |
| Cedar Wealth Management, LLC | 1,722 | $453.1K | 0.16% | +10+0.6% | Added |
| Truepoint, Inc. | 1,725 | $453.9K | 0.01% | +451+35.4% | Added |
| Worth Financial Advisory Group, LLC | 1,727 | $454.4K | 0.36% | −15−0.9% | Reduced |
| Wedge Capital Management L L P | 1,729 | $455.0K | 0.01% | −43−2.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,732 | $455.8K | 0.27% | +17+1.0% | Added |
| Wayfinding Financial, LLC | 1,737 | $457.0K | 0.31% | +225+14.9% | Added |
| Sunpointe, LLC | 1,741 | $458.1K | 0.58% | +1,741 | New |
| Archetype Wealth Partners | 1,745 | $459.0K | 0.08% | +247+16.5% | Added |
| Pacific Sage Partners, LLC | 1,748 | $460.0K | 0.13% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,751 | $460.8K | 0.10% | +231+15.2% | Added |
| Pointe Capital Management LLC | 1,755 | $461.8K | 0.32% | +16+0.9% | Added |
| Patron Partners Advisors, LLC | 1,757 | $462.3K | 0.31% | −80−4.4% | Reduced |
| Berger Financial Group, Inc | 1,758 | $462.6K | 0.05% | −89−4.8% | Reduced |