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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 1,760 | $463.1K | 0.43% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,764 | $464.2K | 0.19% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,779 | $468.0K | 0.05% | −22,672−92.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,779 | $468.1K | 0.12% | +23+1.3% | Added |
| Park National Corp | 1,780 | $468.4K | 0.02% | −525−22.8% | Reduced |
| Trueblood Wealth Management, LLC | 1,783 | $469.2K | 0.29% | +1,783 | New |
| Evermay Wealth Management LLC | 1,788 | $470.5K | 0.09% | +433+32.0% | Added |
| Traveka Wealth, LLC | 1,790 | $471.0K | 0.24% | +1,790 | New |
| Integrated Investment Consultants, LLC | 1,792 | $471.5K | 0.15% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 1,793 | $471.8K | 0.42% | +1,793 | New |
| Copperleaf Capital, LLC | 1,795 | $472.3K | 0.48% | +17+1.0% | Added |
| High Note Wealth, LLC | 1,800 | $473.7K | 0.18% | +311+20.9% | Added |
| Mather Group, LLC. | 1,802 | $474.3K | 0.01% | −45−2.4% | Reduced |
| Hartford Funds Management Co LLC | 1,802 | $474.3K | 0.05% | +119+7.1% | Added |
| FF Advisors,LLC | 1,803 | $474.4K | 0.40% | +1,803 | New |
| Revolve Wealth Partners, LLC | 1,806 | $475.2K | 0.09% | −10−0.6% | Reduced |
| Accel Wealth Management | 1,807 | $475.5K | 0.24% | +78+4.5% | Added |
| Arcataur Capital Management LLC | 1,815 | $477.6K | 0.18% | −90−4.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,817 | $478.1K | 0.16% | −4−0.2% | Reduced |
| Busey Wealth Management | 1,821 | $479.2K | 0.02% | +1,821 | New |
| Perennial Advisors, LLC | 1,826 | $480.5K | 0.12% | −5−0.3% | Reduced |
| JNBA Financial Advisors | 1,832 | $482.1K | 0.05% | +164+9.8% | Added |
| VanderPol Investments L.L.C. | 1,846 | $485.8K | 1.65% | +1,846 | New |
| Truvestments Capital LLC | 1,850 | $486.8K | 0.22% | −226−10.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,855 | $488.1K | 0.00% | +768+70.7% | Added |
| Contravisory Investment Management, Inc. | 1,856 | $488.4K | 0.12% | −21−1.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,865 | $490.8K | 0.06% | −2,210−54.2% | Reduced |
| Waypoint Wealth Partners Inc. | 1,871 | $492.3K | 0.15% | +325+21.0% | Added |
| Brandywine Oak Private Wealth LLC | 1,876 | $493.7K | 0.05% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,881 | $495.0K | 0.24% | −110−5.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,884 | $495.8K | 0.40% | 00.0% | Unchanged |
| Arden Trust Co | 1,886 | $496.3K | 0.07% | −17−0.9% | Reduced |
| Global Trust Asset Management, LLC | 1,900 | $500.0K | 0.22% | −251−11.7% | Reduced |
| Winthrop Advisory Group LLC | 1,903 | $500.8K | 0.08% | +7+0.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,908 | $502.0K | 0.34% | +332+21.1% | Added |
| Bigelow Investment Advisors, LLC | 1,909 | $502.3K | 0.27% | +30+1.6% | Added |
| Castle Rock Wealth Management, LLC | 2,006 | $502.8K | 0.15% | +706+54.3% | Added |
| SOA Wealth Advisors, LLC. | 1,911 | $502.9K | 0.11% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,914 | $503.6K | 0.39% | +1,914 | New |
| Cubic Asset Management, LLC | 1,920 | $505.2K | 0.13% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,922 | $505.8K | 0.10% | +148+8.3% | Added |
| Encompass Wealth Advisors, LLC | 1,924 | $506.2K | 0.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,925 | $506.5K | 0.05% | +86+4.7% | Added |
| Lakeview Capital Partners, LLC | 1,931 | $508.1K | 0.09% | +71+3.8% | Added |
| Confluence Wealth Services, Inc. | 1,935 | $509.2K | 0.06% | −273−12.4% | Reduced |
| Riversedge Advisors, LLC | 1,936 | $509.4K | 0.14% | −417−17.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,938 | $509.9K | 0.05% | −599−23.6% | Reduced |
| Synergy Financial Group, LTD | 1,938 | $510.0K | 0.62% | +22+1.1% | Added |
| Cape Investment Advisory, Inc. | 1,942 | $511.0K | 0.25% | +29+1.5% | Added |
| Connecticut Wealth Management, LLC | 1,944 | $511.5K | 0.03% | +21+1.1% | Added |
| Virtue Capital Management, LLC | – | $511.6K | 0.10% | – | – |
| Citizens National Bank Trust Department | 1,957 | $515.0K | 0.13% | +790+67.7% | Added |
| Tactive Advisors, LLC | 1,959 | $515.5K | 0.33% | +1,959 | New |
| D'Orazio & Associates, Inc. | 1,968 | $517.8K | 0.09% | +193+10.9% | Added |
| Proficio Capital Partners LLC | 1,971 | $518.7K | 0.06% | +131+7.1% | Added |
| JB Capital LLC | 1,973 | $519.2K | 0.04% | +330+20.1% | Added |
| Thrive Capital Management, LLC | 1,976 | $520.0K | 0.28% | +273+16.0% | Added |
| Blueshift Asset Management, LLC | 1,983 | $521.8K | 0.28% | −1,677−45.8% | Reduced |
| Brio Consultants, LLC | 1,984 | $522.1K | 0.09% | −26−1.3% | Reduced |
| CoreCap Advisors, LLC | 1,987 | $522.9K | 0.03% | −4,805−70.7% | Reduced |
| Stiles Financial Services Inc | 1,991 | $523.9K | 0.24% | −335−14.4% | Reduced |
| Peterson Wealth Services | 1,992 | $524.2K | 0.22% | −4−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 1,996 | $525.2K | 0.06% | +28+1.4% | Added |
| Essex LLC | 1,999 | $526.0K | 0.13% | +132+7.1% | Added |
| BOCHK Asset Management Ltd | 2,000 | $526.1K | 0.32% | +2,000 | New |
| Lombard Odier Asset Management (USA) Corp | 2,000 | $526.3K | 0.08% | −1,000−33.3% | Reduced |
| CSS LLC | 2,000 | $526.3K | 0.04% | +2,000 | New |
| Saiph Capital, LLC | 2,002 | $526.8K | 0.27% | +18+0.9% | Added |
| Mondrian Investment Partners LTD | 2,002 | $526.8K | 0.01% | +115+6.1% | Added |
| Seaport Global Advisors, LLC | 2,011 | $529.2K | 1.27% | −488−19.5% | Reduced |
| Nwam LLC | 2,011 | $529.2K | 0.04% | −313−13.5% | Reduced |
| Zullo Investment Group, Inc. | 2,015 | $530.2K | 0.27% | +128+6.8% | Added |
| Amussen Hunsaker Associates LLC | 2,022 | $532.1K | 0.11% | −10−0.5% | Reduced |
| GYL Financial Synergies, LLC | 2,025 | $532.9K | 0.04% | +31+1.6% | Added |
| BluePath Capital Management, LLC | 2,019 | $533.3K | 0.47% | +396+24.4% | Added |
| Baxter Bros Inc | 2,029 | $533.9K | 0.07% | +133+7.0% | Added |
| Motiv8 Investments LLC | 2,039 | $536.5K | 0.48% | +2,039 | New |
| Northern Financial Advisors Inc | 2,041 | $537.1K | 0.45% | +431+26.8% | Added |
| Smith, Moore & Co. | 2,047 | $538.6K | 0.06% | +460+29.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,049 | $539.2K | 0.03% | −849−29.3% | Reduced |
| New Republic Capital, LLC | 2,055 | $540.8K | 0.38% | −638−23.7% | Reduced |
| Alley Investment Management Company, LLC | 2,060 | $542.1K | 0.08% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,061 | $542.3K | 0.14% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,063 | $542.9K | 0.00% | −239−10.4% | Reduced |
| Intrua Financial, LLC | 2,069 | $544.4K | 0.09% | +27+1.3% | Added |
| Dover Advisors, LLC | 2,070 | $544.7K | 0.72% | −688−24.9% | Reduced |
| Ewa, LLC | 1,914 | $546.8K | 0.27% | +64+3.5% | Added |
| BluePointe Capital Management, LLC | 2,078 | $546.8K | 0.42% | +2,078 | New |
| Inceptionr LLC | 2,081 | $547.6K | 0.39% | −1,787−46.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,081 | $547.6K | 0.04% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 2,087 | $549.2K | 0.37% | +2,087 | New |
| Weil Company, Inc. | 2,092 | $550.5K | 0.24% | −37−1.7% | Reduced |
| True North Advisors, LLC | 2,096 | $551.5K | 0.14% | +413+24.5% | Added |
| Palumbo Wealth Management LLC | 2,100 | $552.6K | 0.28% | +2,100 | New |
| Bremer Bank National Association | 2,103 | $553.4K | 0.10% | +136+6.9% | Added |
| Meridian Investment Counsel Inc. | 2,110 | $555.2K | 0.19% | +400+23.4% | Added |
| Austin Private Wealth, LLC | 2,136 | $562.1K | 0.07% | +32+1.5% | Added |
| Magnus Financial Group LLC | 2,138 | $562.6K | 0.07% | +15+0.7% | Added |
| Vigilare Wealth Management | 2,145 | $564.4K | 0.29% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 2,147 | $565.0K | 0.19% | 00.0% | Unchanged |