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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Wealth Alliance | 11,563 | $3.04M | 0.43% | −788−6.4% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 11,556 | $3.04M | 1.68% | +3,379+41.3% | Added |
| Sigma Planning Corp | 11,555 | $3.04M | 0.24% | −17,612−60.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,543 | $3.04M | 0.07% | −165−1.4% | Reduced |
| Norden Group LLC | 11,530 | $3.03M | 0.53% | −2,044−15.1% | Reduced |
| UBS Oconnor LLC | 11,500 | $3.03M | 0.10% | +11,500 | New |
| Axxcess Wealth Management, LLC | 11,493 | $3.02M | 0.09% | +747+7.0% | Added |
| Holocene Advisors, LP | 11,463 | $3.02M | 0.01% | −33,451−74.5% | Reduced |
| Finer Wealth Management, Inc. | 11,412 | $3.00M | 2.24% | +241+2.2% | Added |
| Wellington Shields Capital Management, LLC | 11,408 | $3.00M | 0.37% | +935+8.9% | Added |
| Midwest Professional Planners, LTD. | 11,400 | $3.00M | 1.20% | +1,012+9.7% | Added |
| Cetera Trust Company, N.A | 11,391 | $3.00M | 1.87% | +11,391 | New |
| Van Hulzen Asset Management, LLC | 11,381 | $3.00M | 0.21% | −3,364−22.8% | Reduced |
| Ardsley Advisory Partners LP | 11,275 | $2.97M | 0.64% | +375+3.4% | Added |
| Mission Wealth Management, LP | 11,262 | $2.96M | 0.10% | +383+3.5% | Added |
| Choate Investment Advisors | 11,239 | $2.96M | 0.09% | +626+5.9% | Added |
| Modera Wealth Management, LLC | 11,238 | $2.96M | 0.05% | +2,289+25.6% | Added |
| Trust Asset Management LLC | 11,221 | $2.95M | 0.29% | −366−3.2% | Reduced |
| Stoneridge Investment Partners LLC | 11,186 | $2.94M | 1.24% | −10,711−48.9% | Reduced |
| Lake Street Advisors Group, LLC | 11,169 | $2.94M | 0.15% | +104+0.9% | Added |
| 180 Wealth Advisors, LLC | 11,458 | $2.93M | 0.59% | +586+5.4% | Added |
| EFG Asset Management (North America) Corp. | 11,090 | $2.92M | 0.55% | +5,292+91.3% | Added |
| Cumberland Partners Ltd | 11,100 | $2.91M | 0.27% | +1,000+9.9% | Added |
| Citizens Business Bank | 11,072 | $2.91M | 0.64% | −572−4.9% | Reduced |
| Diversified Trust Co | 11,071 | $2.91M | 0.10% | −2,226−16.7% | Reduced |
| Green Harvest Asset Management LLC | 11,061 | $2.91M | 0.09% | +93+0.8% | Added |
| Meeder Advisory Services, Inc. | 11,022 | $2.90M | 0.33% | +219+2.0% | Added |
| WSFS Capital Management, LLC | 11,021 | $2.90M | 0.18% | −148−1.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 11,000 | $2.89M | 0.43% | +11,000 | New |
| Ardmore Road Asset Management LP | 11,000 | $2.89M | 0.66% | +11,000 | New |
| Migdal Insurance & Financial Holdings Ltd. | 10,921 | $2.88M | 0.06% | +31+0.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $2.87M | 0.16% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 10,873 | $2.86M | 0.03% | +110+1.0% | Added |
| Kampmann Melissa S. | 10,855 | $2.86M | 2.45% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,854 | $2.86M | 0.11% | −206−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 10,812 | $2.85M | 0.10% | −498−4.4% | Reduced |
| Herbst Group, LLC | 10,810 | $2.84M | 1.82% | −95−0.9% | Reduced |
| Perpetual Ltd | 10,795 | $2.84M | 0.03% | −3,628−25.2% | Reduced |
| Ritholtz Wealth Management | 10,721 | $2.82M | 0.11% | +414+4.0% | Added |
| Blackhawk Capital Partners LLC. | 10,704 | $2.82M | 1.91% | −1,585−12.9% | Reduced |
| Lake Street Financial LLC | 10,690 | $2.81M | 0.44% | +3,894+57.3% | Added |
| Rockline Wealth Management, LLC | 10,687 | $2.81M | 1.17% | +10,687 | New |
| Citizens & Northern Corp | 10,674 | $2.81M | 1.00% | −502−4.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 10,648 | $2.80M | 0.54% | +1,421+15.4% | Added |
| OV Management LLC | 10,644 | $2.80M | 2.31% | +10,644 | New |
| Clarity Capital Partners LLC | 10,613 | $2.79M | 1.97% | +10,613 | New |
| Two Sigma Investments, LP | 10,601 | $2.79M | 0.01% | −32−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 10,590 | $2.79M | 0.39% | −418−3.8% | Reduced |
| Alps Advisors Inc | 10,583 | $2.78M | 0.02% | −1,557−12.8% | Reduced |
| Aspiriant, LLC | 10,513 | $2.77M | 0.12% | +1,249+13.5% | Added |
| Graypoint LLC | 10,504 | $2.76M | 0.22% | +36+0.3% | Added |
| Trivant Custom Portfolio Group, LLC | 10,503 | $2.76M | 1.84% | −43−0.4% | Reduced |
| Conscious Wealth Investments, LLC | 9,896 | $2.76M | 2.20% | +9,896 | New |
| Baystate Wealth Management LLC | 10,481 | $2.76M | 0.20% | +24+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 10,475 | $2.76M | 0.66% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,469 | $2.75M | 0.45% | +122+1.2% | Added |
| Cable Hill Partners, LLC | 10,501 | $2.74M | 0.34% | −95−0.9% | Reduced |
| SageView Advisory Group, LLC | 9,512 | $2.74M | 0.12% | +4,990+110.3% | Added |
| Chase Investment Counsel Corp | 10,377 | $2.73M | 1.21% | +36+0.3% | Added |
| Boltwood Capital Management | 10,349 | $2.72M | 0.90% | −22−0.2% | Reduced |
| Ascent Group, LLC | 9,428 | $2.71M | 0.26% | +1,036+12.3% | Added |
| Mutual Advisors, LLC | 10,274 | $2.70M | 0.09% | −829−7.5% | Reduced |
| Welch & Forbes LLC | 10,259 | $2.70M | 0.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 10,225 | $2.69M | 1.98% | +79+0.8% | Added |
| Jackson Hole Capital Partners, LLC | 10,224 | $2.69M | 0.69% | +885+9.5% | Added |
| Tiemann Investment Advisors, LLC | 10,188 | $2.68M | 1.30% | +248+2.5% | Added |
| GPM Growth Investors, Inc. | 10,170 | $2.68M | 1.26% | −6−0.1% | Reduced |
| Cigna Investments Inc | 10,151 | $2.67M | 0.55% | −47−0.5% | Reduced |
| Sculati Wealth Management, LLC | 10,149 | $2.67M | 1.24% | −27−0.3% | Reduced |
| Atom Investors LP | 10,137 | $2.67M | 0.47% | +942+10.2% | Added |
| Arthur M. Cohen & Associates, LLC | 10,058 | $2.65M | 0.62% | +374+3.9% | Added |
| Delta Investment Management, LLC | 10,019 | $2.64M | 0.65% | +170+1.7% | Added |
| Horizon Investment Services, LLC | 10,006 | $2.63M | 1.42% | +119+1.2% | Added |
| Advent Capital Management | 10,000 | $2.63M | 0.06% | +10,000 | New |
| Processus Wealth & Capital Management, LLC | 10,000 | $2.63M | 2.63% | +10,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $2.63M | 1.44% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 10,000 | $2.63M | 0.12% | +10,000 | New |
| J.W. Cole Advisors, Inc. | 9,867 | $2.60M | 0.15% | +1,866+23.3% | Added |
| Aft, Forsyth & Company, Inc. | 9,731 | $2.56M | 1.61% | +289+3.1% | Added |
| Core Wealth Advisors, Inc. | 9,724 | $2.56M | 0.94% | +9,724 | New |
| Worldquant Millennium Advisors LLC | 9,710 | $2.56M | 0.04% | −265,115−96.5% | Reduced |
| CenterBook Partners LP | 9,705 | $2.55M | 0.31% | −2,322−19.3% | Reduced |
| Symmetry Investments LP | 9,700 | $2.55M | 0.47% | +7,300+304.2% | Added |
| Paradigm Financial Partners, LLC | 9,692 | $2.55M | 0.62% | +5,963+159.9% | Added |
| Old North State Wealth Management, LLC | 9,638 | $2.54M | 1.87% | +260+2.8% | Added |
| CastleKnight Management LP | 9,630 | $2.53M | 0.41% | −6,600−40.7% | Reduced |
| Global Endowment Management, LP | 9,589 | $2.52M | 0.28% | +1,587+19.8% | Added |
| Farther Finance Advisors, LLC | 9,555 | $2.51M | 0.18% | +4,371+84.3% | Added |
| Flagship Harbor Advisors, LLC | 9,533 | $2.51M | 0.18% | −790−7.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,525 | $2.51M | 0.23% | −1,597−14.4% | Reduced |
| Bridgewater Associates, LP | 9,523 | $2.51M | 0.01% | +696+7.9% | Added |
| Private Trust Co NA | 9,520 | $2.51M | 0.29% | +683+7.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 9,495 | $2.50M | 2.67% | +9,495 | New |
| Moody National Bank Trust Division | 9,465 | $2.49M | 0.19% | −10,522−52.6% | Reduced |
| Pinnacle Holdings, LLC | 9,365 | $2.46M | 1.01% | −45−0.5% | Reduced |
| Boomfish Wealth Group, LLC | 9,359 | $2.46M | 1.78% | +9,359 | New |
| Summit Financial, LLC | 9,326 | $2.45M | 0.16% | +712+8.3% | Added |
| AlTi Global, Inc. | 9,306 | $2.45M | 0.07% | +9,306 | New |
| Atlantic Union Bankshares Corp | 9,286 | $2.44M | 0.23% | −1,551−14.3% | Reduced |
| Centaurus Financial, Inc. | 9,282 | $2.44M | 0.19% | −318−3.3% | Reduced |