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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 6,243 | $1.64M | 0.23% | +714+12.9% | Added |
| Ramirez Asset Management, Inc. | 6,236 | $1.64M | 0.33% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,224 | $1.64M | 0.36% | +96+1.6% | Added |
| Laffer Tengler Investments | 6,198 | $1.63M | 0.43% | +588+10.5% | Added |
| Cynosure Management, LLC | 6,192 | $1.63M | 0.29% | +665+12.0% | Added |
| Jamison Private Wealth Management, Inc. | 6,187 | $1.63M | 0.30% | +15+0.2% | Added |
| Plancorp, LLC | 6,168 | $1.62M | 0.08% | +182+3.0% | Added |
| Joseph Group Capital Management | 6,128 | $1.61M | 0.94% | +157+2.6% | Added |
| Saturna Capital CORP | 6,106 | $1.61M | 0.03% | +136+2.3% | Added |
| EverSource Wealth Advisors, LLC | 6,094 | $1.60M | 0.15% | +414+7.3% | Added |
| Lindbrook Capital, LLC | 6,087 | $1.60M | 0.16% | +556+10.1% | Added |
| ProVise Management Group, LLC | 6,076 | $1.60M | 0.14% | −123−2.0% | Reduced |
| Stablepoint Partners, LLC | 6,047 | $1.59M | 0.41% | +6,047 | New |
| Cooper Financial Group | 6,040 | $1.59M | 0.29% | +1,322+28.0% | Added |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.75% | +204+2.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,029 | $1.59M | 0.06% | +4,722+361.3% | Added |
| Canopy Partners, LLC | 6,008 | $1.58M | 0.96% | +6,008 | New |
| PKO Investment Management Joint-Stock Co | 6,000 | $1.58M | 0.20% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 6,000 | $1.58M | 1.20% | +6,000 | New |
| Conning Inc. | 5,986 | $1.58M | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,983 | $1.57M | 0.13% | −3,501−36.9% | Reduced |
| Quantbot Technologies LP | 5,981 | $1.57M | 0.09% | +5,981 | New |
| KPP Advisory Services LLC | 5,974 | $1.57M | 1.38% | +457+8.3% | Added |
| Charter Oak Capital Management, LLC | 5,974 | $1.57M | 0.19% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5,969 | $1.57M | 0.27% | +5,962+85,171.4% | Added |
| Northwest Bank & Trust Co | 5,963 | $1.57M | 1.41% | +5,963 | New |
| Eastover Investment Advisors LLC | 5,935 | $1.56M | 0.83% | +115+2.0% | Added |
| Naviter Wealth, LLC | 5,932 | $1.56M | 0.31% | +738+14.2% | Added |
| Sciencast Management LP | 5,924 | $1.56M | 0.85% | −1,477−20.0% | Reduced |
| Aviance Capital Partners, LLC | 5,921 | $1.56M | 0.33% | −1,495−20.2% | Reduced |
| TRUE Private Wealth Advisors | 5,905 | $1.55M | 0.20% | −489−7.6% | Reduced |
| Riverview Capital Advisers, LLC | 5,899 | $1.55M | 0.60% | +55+0.9% | Added |
| Central Valley Advisors, LLC | 5,882 | $1.55M | 0.91% | +5,882 | New |
| Birchbrook, Inc. | 5,875 | $1.55M | 1.02% | +5,875 | New |
| Werba Rubin Papier Wealth Management | 5,872 | $1.55M | 0.52% | −87−1.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $1.54M | 1.28% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 5,860 | $1.54M | 0.42% | −4,060−40.9% | Reduced |
| Harvest Fund Management Co., Ltd | 5,859 | $1.54M | 0.24% | +2,035+53.2% | Added |
| Scott & Selber, Inc. | 5,841 | $1.54M | 0.58% | −59−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,831 | $1.53M | 0.40% | +2,662+84.0% | Added |
| Americana Partners, LLC | 4,684 | $1.53M | 0.15% | −2,703−36.6% | Reduced |
| Platform Technology Partners | 5,332 | $1.53M | 0.60% | +859+19.2% | Added |
| Concord Wealth Partners | 5,811 | $1.53M | 0.31% | +2,751+89.9% | Added |
| Ironwood Investment Management LLC | 5,786 | $1.52M | 0.80% | −75−1.3% | Reduced |
| Trillium Asset Management, LLC | 5,781 | $1.52M | 0.04% | −51−0.9% | Reduced |
| Cinctive Capital Management LP | 5,767 | $1.52M | 0.11% | +2,218+62.5% | Added |
| Bey-Douglas LLC | 5,764 | $1.52M | 1.56% | +5,764 | New |
| Williamson Legacy Group, LLC | 5,763 | $1.52M | 1.41% | +5,763 | New |
| Regatta Capital Group, LLC | 5,759 | $1.52M | 0.40% | +132+2.3% | Added |
| Rehmann Capital Advisory Group | 5,749 | $1.51M | 0.13% | +442+8.3% | Added |
| Lazari Capital Management, Inc. | 5,746 | $1.51M | 0.87% | −2,336−28.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 5,725 | $1.51M | 0.46% | −700−10.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 5,688 | $1.50M | 0.77% | +5,688 | New |
| Signet Financial Management, LLC | 5,661 | $1.49M | 0.22% | +5,661 | New |
| Gilbert & Cook, Inc. | 5,659 | $1.49M | 0.21% | +366+6.9% | Added |
| Dearborn Partners LLC | 5,640 | $1.48M | 0.05% | −60−1.1% | Reduced |
| Sanders Morris Harris LLC | 5,685 | $1.48M | 0.73% | −376−6.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,622 | $1.48M | 0.61% | +70+1.3% | Added |
| KRS Capital Management, LLC | 5,616 | $1.48M | 1.38% | −100−1.7% | Reduced |
| Intellectus Partners, LLC | 5,612 | $1.48M | 0.43% | −70−1.2% | Reduced |
| CX Institutional | 5,610 | $1.48M | 0.08% | +197+3.6% | Added |
| St. Johns Investment Management Company, LLC | 5,606 | $1.48M | 0.75% | +130+2.4% | Added |
| Versor Investments LP | 5,587 | $1.47M | 0.30% | −5,809−51.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,586 | $1.47M | 0.02% | −82−1.4% | Reduced |
| Proequities, Inc. | 5,583 | $1.47M | 0.11% | +2,290+69.5% | Added |
| Coastline Trust Co | 5,582 | $1.47M | 0.20% | +618+12.4% | Added |
| Syon Capital LLC | 5,578 | $1.47M | 0.15% | +412+8.0% | Added |
| Carr Financial Group Corp | 5,573 | $1.47M | 0.54% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,573 | $1.47M | 0.18% | +3,521+171.6% | Added |
| Legal Advantage Investments, Inc. | 5,571 | $1.47M | 0.88% | +40+0.7% | Added |
| ISAM Funds (UK) Ltd | 5,548 | $1.46M | 1.04% | −19−0.3% | Reduced |
| Alta Wealth Advisors LLC | 5,529 | $1.45M | 0.81% | −82−1.5% | Reduced |
| Capstone Triton Financial Group, LLC | 5,512 | $1.45M | 1.06% | −1,295−19.0% | Reduced |
| Trust Point Inc. | 5,505 | $1.45M | 0.12% | +5,505 | New |
| Venturi Wealth Management, LLC | 5,501 | $1.45M | 0.10% | +456+9.0% | Added |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.45M | 0.39% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 5,494 | $1.45M | 0.39% | −60−1.1% | Reduced |
| Mainstay Capital Management LLC | 5,466 | $1.44M | 0.27% | +941+20.8% | Added |
| iA Global Asset Management Inc. | 5,444 | $1.43M | 0.03% | −4,666−46.2% | Reduced |
| Moloney Securities Asset Management, LLC | 5,431 | $1.43M | 0.23% | +903+19.9% | Added |
| Gamco Investors, Inc. Et Al | 5,412 | $1.42M | 0.02% | −602−10.0% | Reduced |
| Elmwood Wealth Management, Inc. | 5,408 | $1.42M | 1.00% | −1,781−24.8% | Reduced |
| Chicago Trust Co NA | 5,371 | $1.41M | 0.31% | −457−7.8% | Reduced |
| Three Seasons Wealth, LLC | 5,355 | $1.41M | 1.24% | +103+2.0% | Added |
| Altfest L J & Co Inc | 5,346 | $1.41M | 0.20% | −1,045−16.4% | Reduced |
| International Assets Investment Management, LLC | 5,344 | $1.41M | 0.18% | −576−9.7% | Reduced |
| Parcion Private Wealth LLC | 5,343 | $1.41M | 0.13% | +442+9.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 5,338 | $1.40M | 0.90% | +5,338 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,272 | $1.40M | 0.02% | −1,567−22.9% | Reduced |
| Cornerstone National Bank & Trust Co | 5,301 | $1.39M | 0.75% | −120−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 5,292 | $1.39M | 0.06% | +461+9.5% | Added |
| Legacy Financial Advisors, Inc. | 5,286 | $1.39M | 0.27% | +557+11.8% | Added |
| Wade G W & Inc | 5,272 | $1.39M | 0.05% | −459−8.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,270 | $1.39M | 0.04% | −247−4.5% | Reduced |
| Clear Harbor Asset Management, LLC | 5,262 | $1.38M | 0.13% | −151−2.8% | Reduced |
| RFG Advisory, LLC | 5,218 | $1.37M | 0.05% | +31+0.6% | Added |
| Old Well Partners, LLC | 5,200 | $1.37M | 1.27% | +500+10.6% | Added |
| Apella Capital, LLC | 5,437 | $1.37M | 0.08% | +5,437 | New |
| VELA Investment Management, LLC | 5,183 | $1.36M | 0.55% | +143+2.8% | Added |
| Connective Portfolio Management, LLC | 5,170 | $1.36M | 2.77% | 00.0% | Unchanged |