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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 7,550 | $1.99M | 0.85% | +1,200+18.9% | Added |
| Chicago Partners Investment Group LLC | 7,160 | $1.98M | 0.09% | +95+1.3% | Added |
| Wealthspire Advisors, LLC | 7,520 | $1.98M | 0.03% | +1,006+15.4% | Added |
| M&G Investments (USA) Inc. | 7,523 | $1.98M | 1.95% | +7,523 | New |
| Waldron Private Wealth LLC | 7,499 | $1.97M | 0.09% | −368−4.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,490 | $1.97M | 0.92% | +572+8.3% | Added |
| Cunning Capital Partners, LP | 7,475 | $1.97M | 1.23% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,471 | $1.97M | 0.13% | −60−0.8% | Reduced |
| First Pacific Financial | 7,462 | $1.96M | 0.60% | +1,420+23.5% | Added |
| Intrust Bank NA | 7,417 | $1.95M | 0.23% | −143−1.9% | Reduced |
| Beck Bode, LLC | 7,405 | $1.95M | 0.44% | −309−4.0% | Reduced |
| Synergy Financial Management, LLC | 7,358 | $1.94M | 0.35% | +1,775+31.8% | Added |
| Center for Financial Planning, Inc. | 7,351 | $1.93M | 0.36% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,345 | $1.93M | 0.92% | −1,943−20.9% | Reduced |
| United Asset Strategies, Inc. | 7,301 | $1.92M | 0.22% | −693−8.7% | Reduced |
| Deltec Asset Management LLC | 7,300 | $1.92M | 0.43% | +6,100+508.3% | Added |
| Arete Wealth Advisors, LLC | 7,290 | $1.92M | 0.15% | +1,317+22.0% | Added |
| Schmidt P J Investment Management Inc | 6,841 | $1.92M | 0.38% | −145−2.1% | Reduced |
| Lewis Asset Management, LLC | 7,271 | $1.91M | 1.76% | +7,271 | New |
| MidWestOne Financial Group, Inc. | 7,266 | $1.91M | 0.36% | −312−4.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 7,254 | $1.91M | 1.21% | −57−0.8% | Reduced |
| Albion Financial Group | 7,250 | $1.91M | 0.16% | −23−0.3% | Reduced |
| Cypress Capital Group | 7,219 | $1.90M | 0.25% | −355−4.7% | Reduced |
| Meeder Asset Management Inc | 7,195 | $1.89M | 0.15% | +5,737+393.5% | Added |
| Stonegate Investment Group, LLC | 7,176 | $1.89M | 0.06% | +260+3.8% | Added |
| Fidelis Capital Partners, LLC | 7,175 | $1.89M | 0.42% | +1,850+34.7% | Added |
| Van Leeuwen & Company, LLC | 7,145 | $1.88M | 1.09% | +5,863+457.3% | Added |
| Pinnacle Wealth Management, LLC | 7,139 | $1.88M | 2.15% | −70−1.0% | Reduced |
| F/M Investments LLC | 7,128 | $1.88M | 1.06% | −621−8.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,117 | $1.87M | 0.07% | −1,309−15.5% | Reduced |
| Archford Capital Strategies, LLC | 7,101 | $1.87M | 0.34% | +1,324+22.9% | Added |
| Bard Financial Services, Inc. | 7,085 | $1.86M | 0.21% | −10−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 7,072 | $1.86M | 0.74% | −48−0.7% | Reduced |
| Skopos Labs, Inc. | 7,072 | $1.86M | 0.89% | +7,072 | New |
| Bristlecone Advisors, LLC | 7,069 | $1.86M | 0.19% | −92−1.3% | Reduced |
| Balentine LLC | 7,049 | $1.85M | 0.06% | +1,261+21.8% | Added |
| First County Bank | 7,044 | $1.85M | 0.90% | +71+1.0% | Added |
| Grandview Asset Management LLC | 7,038 | $1.85M | 0.97% | −567−7.5% | Reduced |
| Steinberg Asset Management LLC | 7,024 | $1.85M | 1.63% | −472−6.3% | Reduced |
| Del-Sette Capital Management, LLC | 7,008 | $1.84M | 1.62% | +118+1.7% | Added |
| Tegean Capital Management, LLC | 7,000 | $1.84M | 2.24% | +7,000 | New |
| Charter Research & Investment Group, Inc. | 6,972 | $1.83M | 1.52% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 6,966 | $1.83M | 0.14% | +360+5.4% | Added |
| LifePlan Financial, LLC | 6,953 | $1.83M | 1.83% | +6,953 | New |
| Voya Financial Advisors, Inc. | 6,873 | $1.83M | 0.22% | +359+5.5% | Added |
| Quadcap Wealth Management, LLC | 6,927 | $1.82M | 0.47% | +6,927 | New |
| Robertson Stephens Wealth Management, LLC | 6,913 | $1.82M | 0.11% | −44−0.6% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.82M | 1.99% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,908 | $1.82M | 0.16% | +491+7.7% | Added |
| Focus Financial Network Inc | 6,899 | $1.82M | 0.07% | +6,899 | New |
| Grey Street Capital, LLC | 6,893 | $1.81M | 0.86% | +4,293+165.1% | Added |
| PFC Capital Group, Inc. | 6,890 | $1.81M | 1.08% | +6,890 | New |
| Weiss Asset Management LP | 6,878 | $1.81M | 0.13% | +6,878 | New |
| Rathbone Brothers plc | 6,863 | $1.81M | 0.01% | +40+0.6% | Added |
| Northstar Group, Inc. | 6,851 | $1.80M | 0.39% | −115−1.7% | Reduced |
| Wrapmanager Inc | 6,842 | $1.80M | 0.53% | −224−3.2% | Reduced |
| Montag A & Associates Inc | 6,835 | $1.80M | 0.10% | +3,804+125.5% | Added |
| Meitav Dash Investments Ltd | 6,773 | $1.80M | 0.03% | −2,465−26.7% | Reduced |
| TLWM | 6,813 | $1.79M | 0.42% | +23+0.3% | Added |
| Jacobi Capital Management LLC | 6,756 | $1.78M | 0.18% | −104−1.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 6,750 | $1.78M | 0.56% | +1,002+17.4% | Added |
| Redmond Asset Management, LLC | 6,742 | $1.77M | 0.57% | −68−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 6,738 | $1.77M | 1.80% | −1,580−19.0% | Reduced |
| Kaizen Financial Strategies | 6,726 | $1.77M | 1.35% | −441−6.2% | Reduced |
| Heritage Trust Co | 6,704 | $1.76M | 0.25% | +44+0.7% | Added |
| Keeler Thomas Management LLC | 6,700 | $1.76M | 0.70% | +1,457+27.8% | Added |
| 1776 Wealth LLC | 6,681 | $1.76M | 0.87% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 6,641 | $1.75M | 1.09% | +6,641 | New |
| Strategic Advocates LLC | 6,634 | $1.75M | 0.74% | +414+6.7% | Added |
| ORG Partners LLC | 6,604 | $1.74M | 0.29% | +3,701+127.5% | Added |
| Eagle Strategies LLC | 6,582 | $1.73M | 0.37% | −105−1.6% | Reduced |
| Power Wealth Management LLC | 6,579 | $1.73M | 1.26% | +6,579 | New |
| Capital Investment Advisors, LLC | 6,569 | $1.73M | 0.04% | −15−0.2% | Reduced |
| Donaldson Capital Management, LLC | 6,545 | $1.72M | 0.08% | +573+9.6% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,540 | $1.72M | 0.77% | +6,540 | New |
| Wealthcare Advisory Partners LLC | 6,535 | $1.72M | 0.07% | −305−4.5% | Reduced |
| GraniteShares Advisors LLC | 6,524 | $1.72M | 1.55% | −1,536−19.1% | Reduced |
| 9258 Wealth Management, LLC | 6,483 | $1.71M | 0.30% | +1,253+24.0% | Added |
| M&R Capital Management Inc | 6,453 | $1.70M | 0.42% | −954−12.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,451 | $1.70M | 0.14% | −2,073−24.3% | Reduced |
| Congress Wealth Management LLC | 6,431 | $1.69M | 0.03% | +1,078+20.1% | Added |
| Varenne Capital Partners | 6,415 | $1.69M | 0.72% | +6,415 | New |
| CWA Asset Management Group, LLC | 6,402 | $1.68M | 0.12% | +819+14.7% | Added |
| Morse Asset Management, Inc | 6,399 | $1.68M | 0.50% | −670−9.5% | Reduced |
| Atlas Brown,Inc. | 6,389 | $1.68M | 0.70% | +73+1.2% | Added |
| Ronald Blue Trust, Inc. | 8,280 | $1.68M | 0.03% | +117+1.4% | Added |
| Birinyi Associates Inc | 6,380 | $1.68M | 0.60% | −1,810−22.1% | Reduced |
| Doliver Advisors, LP | 6,380 | $1.68M | 0.52% | −105−1.6% | Reduced |
| IMA Wealth, Inc. | 6,371 | $1.68M | 0.84% | −357−5.3% | Reduced |
| Fred Alger Management, LLC | 6,348 | $1.67M | 0.01% | −705−10.0% | Reduced |
| Quantum Private Wealth, LLC | 6,348 | $1.67M | 0.70% | −136−2.1% | Reduced |
| Keudell/Morrison Wealth Management | 6,347 | $1.67M | 0.55% | −20.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,308 | $1.66M | 0.30% | +818+14.9% | Added |
| Axq Capital, LP | 6,300 | $1.66M | 0.44% | +2,200+53.7% | Added |
| Sapient Capital LLC | 6,296 | $1.66M | 0.04% | +6,296 | New |
| Arbor Trust Wealth Advisors, LLC | 6,292 | $1.66M | 0.99% | +90+1.5% | Added |
| Shorepoint Capital Partners LLC | 6,286 | $1.65M | 0.44% | +223+3.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,278 | $1.65M | 0.06% | +1,008+19.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,264 | $1.65M | 0.42% | −393−5.9% | Reduced |
| Rossmore Private Capital | 6,257 | $1.65M | 0.23% | 00.0% | Unchanged |