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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 9,275 | $2.44M | 0.15% | +3,468+59.7% | Added |
| Mirabella Financial Services LLP | 9,272 | $2.44M | 0.35% | +9,272 | New |
| Wintrust Investments LLC | 9,264 | $2.44M | 0.24% | −124−1.3% | Reduced |
| Principle Wealth Partners LLC | 9,183 | $2.42M | 0.21% | +115+1.3% | Added |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.41M | 0.93% | +4,450+94.7% | Added |
| WealthShield Partners, LLC | 9,144 | $2.41M | 0.40% | −9,112−49.9% | Reduced |
| FineMark National Bank & Trust | 9,108 | $2.40M | 0.10% | +6,225+215.9% | Added |
| Fulton Bank, N.A. | 9,102 | $2.40M | 0.11% | −177−1.9% | Reduced |
| Triangle Securities Wealth Management | 9,084 | $2.39M | 0.74% | −60−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 9,021 | $2.39M | 0.53% | +9,021 | New |
| IHT Wealth Management, LLC | 8,999 | $2.37M | 0.11% | +921+11.4% | Added |
| Institute for Wealth Management, LLC. | 8,988 | $2.37M | 0.39% | −663−6.9% | Reduced |
| Consolidated Portfolio Review Corp | 8,958 | $2.36M | 0.54% | +6,260+232.0% | Added |
| Missouri Trust & Investment Co | 8,922 | $2.35M | 0.95% | +913+11.4% | Added |
| Beaumont Asset Management, L.L.C. | 8,901 | $2.34M | 1.65% | +39+0.4% | Added |
| Legacy Private Trust Co. | 8,900 | $2.34M | 0.19% | −1,817−17.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,844 | $2.33M | 0.78% | −332−3.6% | Reduced |
| NFJ Investment Group, LLC | 8,838 | $2.33M | 0.06% | −4,065−31.5% | Reduced |
| Park Place Capital Corp | 8,806 | $2.32M | 0.92% | −49−0.6% | Reduced |
| Advisor Resource Council | 8,803 | $2.32M | 0.27% | +6,514+284.6% | Added |
| G&S Capital LLC | 8,795 | $2.31M | 1.10% | −54−0.6% | Reduced |
| EPG Wealth Management LLC | 8,225 | $2.31M | 0.61% | +1,277+18.4% | Added |
| Fiduciary Group LLC | 8,697 | $2.29M | 0.27% | −4,068−31.9% | Reduced |
| New Insight Wealth Advisors | 8,676 | $2.28M | 1.54% | +8,676 | New |
| Barings LLC | 8,667 | $2.28M | 0.07% | +227+2.7% | Added |
| Nicolet Bankshares Inc | 8,665 | $2.28M | 0.61% | −86−1.0% | Reduced |
| Sunbelt Securities, Inc. | 8,648 | $2.28M | 0.29% | −1,889−17.9% | Reduced |
| Westwood Management Corp | 8,643 | $2.27M | 0.84% | −22,998−72.7% | Reduced |
| L.M. Kohn & Company | 8,627 | $2.27M | 0.72% | −25−0.3% | Reduced |
| Nikulski Financial, Inc. | 8,593 | $2.26M | 0.83% | +165+2.0% | Added |
| Moneta Group Investment Advisors LLC | 8,588 | $2.26M | 0.04% | +556+6.9% | Added |
| Harvey Capital Management Inc | 8,575 | $2.26M | 0.75% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 8,556 | $2.25M | 1.01% | +8,556 | New |
| Gs Investments, Inc. | 8,530 | $2.24M | 1.17% | −118−1.4% | Reduced |
| Bangor Savings Bank | 8,513 | $2.24M | 0.24% | −327−3.7% | Reduced |
| LGT Fund Management Co Ltd. | 8,430 | $2.24M | 0.96% | +8,430 | New |
| Oak Thistle LLC | 8,471 | $2.23M | 0.64% | +4,208+98.7% | Added |
| Ingalls & Snyder LLC | 8,439 | $2.22M | 0.10% | −941−10.0% | Reduced |
| Roman Butler Fullerton & Co | 7,881 | $2.21M | 0.86% | +105+1.4% | Added |
| E Fund Management Co., Ltd. | 8,336 | $2.19M | 0.14% | −507−5.7% | Reduced |
| GeoWealth Management, LLC | 8,324 | $2.19M | 0.18% | +7,956+2,162.0% | Added |
| United Bank | 8,318 | $2.19M | 1.21% | −265−3.1% | Reduced |
| Chickasaw Capital Management LLC | 8,315 | $2.19M | 0.11% | +931+12.6% | Added |
| AMG National Trust Bank | 8,273 | $2.18M | 0.07% | +826+11.1% | Added |
| Orin Green Financial, LLC | 8,272 | $2.18M | 1.07% | +39+0.5% | Added |
| Strategic Planning Group, LLC | 8,266 | $2.18M | 0.72% | +8,266 | New |
| Great Lakes Retirement, Inc. | 8,226 | $2.16M | 0.36% | +3,739+83.3% | Added |
| Thrive Wealth Management, LLC | 8,210 | $2.16M | 0.48% | +29+0.4% | Added |
| Financial Engines Advisors L.L.C. | 8,190 | $2.16M | 0.01% | +63+0.8% | Added |
| Verde Capital Management | 8,183 | $2.15M | 0.81% | −3,065−27.2% | Reduced |
| Bell Bank | 8,164 | $2.15M | 0.21% | −481−5.6% | Reduced |
| Resources Management Corp | 8,119 | $2.14M | 0.32% | +31+0.4% | Added |
| Okabena Investment Services Inc | 8,094 | $2.13M | 0.83% | +3,248+67.0% | Added |
| Forum Financial Management, LP | 8,086 | $2.13M | 0.04% | −13−0.2% | Reduced |
| Bay Rivers Group | 8,085 | $2.13M | 1.34% | +626+8.4% | Added |
| Hudson Canyon Capital Management | 8,076 | $2.13M | 1.55% | −182−2.2% | Reduced |
| Columbia Trust Co 01012016 | 8,076 | $2.13M | 0.96% | +1,245+18.2% | Added |
| Koshinski Asset Management, Inc. | 8,067 | $2.12M | 0.32% | +981+13.8% | Added |
| Edge Capital Group, LLC | 8,063 | $2.12M | 0.12% | +24+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 8,053 | $2.12M | 0.11% | −1,797−18.2% | Reduced |
| Acorn Financial Advisory Services Inc | 8,050 | $2.12M | 0.37% | −1,895−19.1% | Reduced |
| Wealth Management Partners, LLC | 8,042 | $2.12M | 1.18% | +12+0.1% | Added |
| TrinityPoint Wealth, LLC | 8,036 | $2.11M | 0.38% | +133+1.7% | Added |
| Geneva Capital Management LLC | 8,023 | $2.11M | 0.04% | −401−4.8% | Reduced |
| Field & Main Bank | 8,022 | $2.11M | 0.89% | +225+2.9% | Added |
| Sofos Investments, Inc. | 8,004 | $2.11M | 0.59% | −99,295−92.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.11M | 0.73% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,999 | $2.10M | 0.15% | +1,400+21.2% | Added |
| Burns J W & Co Inc | 7,998 | $2.10M | 0.31% | −318−3.8% | Reduced |
| TD Private Client Wealth LLC | 7,990 | $2.10M | 0.08% | −297−3.6% | Reduced |
| River & Mercantile Asset Management LLP | 7,971 | $2.10M | 0.40% | +1,518+23.5% | Added |
| VeraBank, N.A. | 7,965 | $2.10M | 0.71% | −139−1.7% | Reduced |
| Nicholas Investment Partners, LP | 7,963 | $2.10M | 0.25% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 7,963 | $2.10M | 1.50% | +7,963 | New |
| South Dakota Investment Council | 7,937 | $2.09M | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7,916 | $2.08M | 0.42% | +1,598+25.3% | Added |
| Shepherd Financial Partners LLC | 7,908 | $2.08M | 0.30% | −50−0.6% | Reduced |
| Norway Savings Bank | 7,906 | $2.08M | 0.92% | +160+2.1% | Added |
| Navalign, LLC | 7,895 | $2.08M | 0.72% | −201−2.5% | Reduced |
| Optas, LLC | 7,888 | $2.08M | 0.62% | −473−5.7% | Reduced |
| Global Retirement Partners, LLC | 7,699 | $2.07M | 0.09% | +548+7.7% | Added |
| Berkshire Bank | 7,873 | $2.07M | 0.55% | −26−0.3% | Reduced |
| Renasant Bank | 7,869 | $2.07M | 1.65% | +393+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 7,867 | $2.07M | 0.23% | +470+6.4% | Added |
| Independent Solutions Wealth Management, LLC | 7,817 | $2.06M | 0.53% | +1,342+20.7% | Added |
| Penobscot Investment Management Company, Inc. | 7,805 | $2.05M | 0.24% | +264+3.5% | Added |
| Bulltick Wealth Management, LLC | 7,773 | $2.05M | 0.47% | +7,773 | New |
| Camden Capital, LLC | 7,753 | $2.04M | 0.21% | +726+10.3% | Added |
| Ameritas Advisory Services, LLC | 7,586 | $2.04M | 0.11% | +425+5.9% | Added |
| Personal Cfo Solutions, LLC | 7,721 | $2.03M | 0.35% | −574−6.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 7,650 | $2.01M | 0.51% | +1,120+17.2% | Added |
| WP Advisors, LLC | 7,645 | $2.01M | 0.74% | +43+0.6% | Added |
| Cardiff Park Advisors, LLC | 7,642 | $2.01M | 0.22% | +443+6.2% | Added |
| Merit Financial Group, LLC | 7,634 | $2.01M | 0.06% | −7,443−49.4% | Reduced |
| Nilsine Partners, LLC | 7,632 | $2.01M | 0.31% | −1,453−16.0% | Reduced |
| Segment Wealth Management, LLC | 7,620 | $2.01M | 0.18% | +1,205+18.8% | Added |
| Mission Creek Capital Partners, Inc. | 7,605 | $2.00M | 0.51% | +978+14.8% | Added |
| Camarda Financial Advisors, LLC | 7,600 | $2.00M | 0.86% | +358+4.9% | Added |
| Charles Carroll Financial Partners, LLC | 7,600 | $2.00M | 2.15% | +3,850+102.7% | Added |
| Ascent Wealth Partners, LLC | 7,578 | $1.99M | 0.33% | +121+1.6% | Added |