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
- 2,600
- +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
- 987 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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 15,826 | $4.16M | 1.40% | +21+0.1% | Added |
| Whalerock Point Partners, LLC | 15,814 | $4.16M | 1.29% | −45−0.3% | Reduced |
| Azzad Asset Management Inc | 15,795 | $4.16M | 0.53% | +357+2.3% | Added |
| WD Rutherford LLC | 14,698 | $4.12M | 2.40% | −170−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $4.11M | 0.18% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 15,558 | $4.09M | 0.35% | +196+1.3% | Added |
| CMT Capital Markets Trading GmbH | 15,500 | $4.08M | 2.86% | −4,003−20.5% | Reduced |
| Gateway Advisory, LLC | 15,472 | $4.07M | 0.78% | +15,472 | New |
| Moreno Evelyn V | 15,283 | $4.02M | 1.90% | −29,029−65.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,240 | $4.01M | 0.54% | +2,415+18.8% | Added |
| IPG Investment Advisors LLC | 15,228 | $4.01M | 0.80% | −2,001−11.6% | Reduced |
| Allworth Financial LP | 15,195 | $4.00M | 0.03% | +1,562+11.5% | Added |
| NewSquare Capital LLC | 15,130 | $3.98M | 0.38% | +510+3.5% | Added |
| HighVista Strategies LLC | 14,979 | $3.94M | 1.43% | +4,500+42.9% | Added |
| Ballentine Partners, LLC | 14,865 | $3.91M | 0.08% | +2,699+22.2% | Added |
| Hudson Capital Management LLC | 14,794 | $3.89M | 1.41% | +14,794 | New |
| Granite Investment Partners, LLC | 14,780 | $3.89M | 0.15% | −297−2.0% | Reduced |
| Privium Fund Management (UK) Ltd | 15,011 | $3.87M | 2.63% | +2,961+24.6% | Added |
| Investment Research & Advisory Group, Inc. | 14,646 | $3.85M | 1.98% | +34+0.2% | Added |
| Sepio Capital, LP | 14,609 | $3.84M | 0.32% | −3,116−17.6% | Reduced |
| Coldstream Capital Management Inc | 14,566 | $3.83M | 0.11% | +2,034+16.2% | Added |
| Red Door Wealth Management, LLC | 14,560 | $3.83M | 0.83% | +966+7.1% | Added |
| Integrated Advisors Network LLC | 14,529 | $3.82M | 0.22% | +155+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 14,497 | $3.81M | 1.06% | −29−0.2% | Reduced |
| Northeast Financial Consultants Inc | 14,421 | $3.79M | 0.21% | +166+1.2% | Added |
| Clark Capital Management Group, Inc. | 14,331 | $3.77M | 0.03% | +7,808+119.7% | Added |
| New Hampshire Trust | 14,327 | $3.77M | 0.91% | −529−3.6% | Reduced |
| Equitable Holdings, Inc. | 14,305 | $3.76M | 0.05% | +837+6.2% | Added |
| Transatlantique Private Wealth LLC | 14,376 | $3.76M | 1.75% | −352−2.4% | Reduced |
| BNC Wealth Management, LLC | 14,161 | $3.73M | 1.76% | +3,514+33.0% | Added |
| Asset Dedication, LLC | 14,114 | $3.72M | 0.30% | +580+4.3% | Added |
| Cavalier Investments, LLC | 14,134 | $3.72M | 1.37% | +337+2.4% | Added |
| NBT Bank N A | 14,128 | $3.72M | 0.29% | +551+4.1% | Added |
| Smithbridge Asset Management Inc | 14,059 | $3.70M | 0.84% | −981−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 14,053 | $3.70M | 0.32% | −620−4.2% | Reduced |
| Cozad Asset Management Inc | 14,048 | $3.70M | 0.43% | −395−2.7% | Reduced |
| Capital Analysts, LLC | 14,001 | $3.68M | 0.19% | +1,026+7.9% | Added |
| Interval Partners, LP | 14,000 | $3.68M | 0.16% | −43,500−75.7% | Reduced |
| First Hawaiian Bank | 13,995 | $3.68M | 0.12% | −1,671−10.7% | Reduced |
| Hixon Zuercher, LLC | 13,978 | $3.68M | 1.71% | +343+2.5% | Added |
| Hel Ved Capital Management Ltd | 13,940 | $3.67M | 1.09% | +13,940 | New |
| Stansberry Asset Management, LLC | 13,845 | $3.64M | 0.61% | −2,611−15.9% | Reduced |
| Telemus Capital, LLC | 13,780 | $3.63M | 0.30% | +653+5.0% | Added |
| HB Wealth Management, LLC | 13,763 | $3.62M | 0.05% | −1,279−8.5% | Reduced |
| Trust Co of Toledo NA | 13,718 | $3.61M | 0.62% | +339+2.5% | Added |
| TKG Advisors, LLC | 13,712 | $3.61M | 2.15% | −95−0.7% | Reduced |
| Tritonpoint Wealth, LLC | 13,629 | $3.59M | 0.35% | +13,629 | New |
| Clearstead Advisors, LLC | 13,606 | $3.58M | 0.19% | −311−2.2% | Reduced |
| Wunderlich Capital Managemnt | 13,547 | $3.56M | 1.60% | −165−1.2% | Reduced |
| Mirova | 13,468 | $3.54M | 0.73% | −813−5.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 13,405 | $3.53M | 1.46% | +13,405 | New |
| Harrell Investment Partners, LLC | 13,399 | $3.53M | 1.10% | +208+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,316 | $3.50M | 0.16% | −270−2.0% | Reduced |
| Charter Trust Co | 13,289 | $3.50M | 0.26% | +757+6.0% | Added |
| Transcend Wealth Collective, LLC | 13,240 | $3.48M | 0.31% | +337+2.6% | Added |
| Harbor Investment Advisory, LLC | 29,827 | $3.47M | 0.40% | −797−2.6% | Reduced |
| Wedmont Private Capital | 13,271 | $3.46M | 0.28% | +500+3.9% | Added |
| Independence Bank of Kentucky | 13,064 | $3.44M | 1.21% | −334−2.5% | Reduced |
| Qsemble Capital Management, LP | 13,040 | $3.43M | 0.86% | −3,860−22.8% | Reduced |
| Laurel Wealth Advisors LLC | 13,028 | $3.43M | 0.66% | +25+0.2% | Added |
| Birch Hill Investment Advisors LLC | 12,953 | $3.41M | 0.18% | −215−1.6% | Reduced |
| Icon Advisers Inc | 12,900 | $3.39M | 0.78% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,900 | $3.39M | 0.07% | +1,076+9.1% | Added |
| Mango Five Family, Inc. | 12,900 | $3.39M | 1.28% | +12,900 | New |
| We Are One Seven, LLC | 12,849 | $3.38M | 0.20% | +1,764+15.9% | Added |
| First Manhattan Co | 12,824 | $3.37M | 0.01% | +277+2.2% | Added |
| Courier Capital LLC | 12,802 | $3.37M | 0.26% | +172+1.4% | Added |
| Arlington Partners LLC | 12,727 | $3.35M | 0.96% | −59−0.5% | Reduced |
| Greater Midwest Financial Group, LLC | 12,636 | $3.33M | 2.26% | +12,636 | New |
| Westpac Banking Corp | 12,610 | $3.32M | 0.27% | −6,092−32.6% | Reduced |
| Beech Hill Advisors, Inc. | 12,589 | $3.31M | 1.60% | −1,326−9.5% | Reduced |
| Connable Office Inc | 12,575 | $3.31M | 0.40% | −64−0.5% | Reduced |
| Capital Wealth Planning, LLC | 12,565 | $3.31M | 0.04% | −4,107−24.6% | Reduced |
| Winch Advisory Services, LLC | 12,546 | $3.30M | 1.09% | +118+0.9% | Added |
| Sumitomo Life Insurance Co | 12,462 | $3.28M | 0.10% | −647−4.9% | Reduced |
| Ocean Capital Management, LLC | 12,455 | $3.28M | 1.33% | +560+4.7% | Added |
| Geneos Wealth Management Inc. | 12,374 | $3.26M | 0.16% | −1,634−11.7% | Reduced |
| Executive Wealth Management, LLC | 12,315 | $3.24M | 0.30% | +248+2.1% | Added |
| Grove Bank & Trust | 12,253 | $3.22M | 0.59% | +493+4.2% | Added |
| Northcape Capital Pty Ltd | 12,238 | $3.22M | 0.38% | −1,525−11.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,236 | $3.22M | 0.31% | +782+6.8% | Added |
| Glynn Capital Management LLC | 12,197 | $3.21M | 0.60% | 00.0% | Unchanged |
| Modus Advisors, LLC | 12,178 | $3.20M | 1.30% | +260+2.2% | Added |
| Caliber Wealth Management, LLC | 12,164 | $3.20M | 1.88% | +112+0.9% | Added |
| Enterprise Bank & Trust Co | 12,133 | $3.19M | 1.14% | +44+0.4% | Added |
| Principal Securities, Inc. | 12,130 | $3.19M | 0.12% | +12,130 | New |
| Garrett Investment Advisors LLC | 12,121 | $3.19M | 0.44% | −353−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 11,895 | $3.19M | 0.69% | −2,790−19.0% | Reduced |
| Roundview Capital LLC | 12,095 | $3.18M | 0.29% | −1,934−13.8% | Reduced |
| NBC Securities, Inc. | 12,064 | $3.17M | 0.32% | +30+0.2% | Added |
| Atlantic Trust, LLC | 11,912 | $3.13M | 0.86% | +1,976+19.9% | Added |
| SeaCrest Wealth Management, LLC | 12,434 | $3.12M | 0.39% | −130−1.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,846 | $3.12M | 1.51% | +296+2.6% | Added |
| Canal Capital Management, LLC | 11,817 | $3.11M | 0.58% | +1,204+11.3% | Added |
| Kovack Advisors, Inc. | 11,815 | $3.11M | 0.37% | +271+2.3% | Added |
| NVWM, LLC | 11,862 | $3.09M | 0.93% | −48−0.4% | Reduced |
| Qtron Investments LLC | 11,738 | $3.09M | 0.51% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,642 | $3.06M | 0.25% | −977−7.7% | Reduced |
| Waverton Investment Management Ltd | 11,590 | $3.05M | 0.07% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 11,478 | $3.05M | 1.37% | +2,150+23.0% | Added |