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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 5,170 | $1.36M | 0.47% | +565+12.3% | Added |
| Laidlaw Wealth Management LLC | 5,165 | $1.36M | 0.49% | −238−4.4% | Reduced |
| Avestar Capital, LLC | 5,155 | $1.36M | 0.17% | +581+12.7% | Added |
| Oak Harvest Investment Services | 5,134 | $1.35M | 0.27% | −465−8.3% | Reduced |
| Thor Investment Management Inc | 5,133 | $1.35M | 1.18% | +5,133 | New |
| Ballast, Inc. | 5,108 | $1.34M | 0.46% | −242−4.5% | Reduced |
| Sentry Investment Management LLC | 5,107 | $1.34M | 0.58% | −549−9.7% | Reduced |
| Country Club Bank | 5,047 | $1.34M | 0.10% | −399−7.3% | Reduced |
| Aaron Wealth Advisors | 5,089 | $1.34M | 0.22% | +190+3.9% | Added |
| Argent Advisors, Inc. | 5,070 | $1.33M | 0.58% | −48−0.9% | Reduced |
| Options Solutions, LLC | 5,058 | $1.33M | 1.42% | −653−11.4% | Reduced |
| Guerra Pan Advisors, LLC | 5,048 | $1.33M | 1.27% | +20.0% | Added |
| StoneX Group Inc. | 5,033 | $1.32M | 0.13% | +45+0.9% | Added |
| InTrack Investment Management Inc | 5,019 | $1.32M | 0.99% | −1,876−27.2% | Reduced |
| Verition Fund Management LLC | 5,016 | $1.32M | 0.01% | −39,219−88.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,009 | $1.32M | 1.26% | +11+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,009 | $1.32M | 0.35% | +75+1.5% | Added |
| Belpointe Asset Management LLC | 5,002 | $1.32M | 0.12% | −576−10.3% | Reduced |
| Smith, Salley & Associates | 4,995 | $1.31M | 0.08% | +185+3.8% | Added |
| World Equity Group, Inc. | 4,993 | $1.31M | 0.26% | −250−4.8% | Reduced |
| Bragg Financial Advisors, Inc | 4,979 | $1.31M | 0.06% | +4,979 | New |
| Brown, Lisle/Cummings, Inc. | 4,979 | $1.31M | 0.49% | +60+1.2% | Added |
| Legacy Bridge, LLC | 4,974 | $1.31M | 0.85% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,965 | $1.31M | 0.60% | +4,965 | New |
| Strategic Investment Advisors | 4,954 | $1.30M | 0.19% | −262−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,950 | $1.30M | 0.34% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4,943 | $1.30M | 0.90% | +542+12.3% | Added |
| Raab & Moskowitz Asset Management LLC | 4,924 | $1.30M | 0.41% | −135−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,908 | $1.29M | 0.20% | −229−4.5% | Reduced |
| Coastwise Capital Group, LLC | 4,905 | $1.29M | 1.32% | −124−2.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,858 | $1.29M | 0.77% | −223−4.4% | Reduced |
| Sargent Investment Group, LLC | 4,896 | $1.29M | 0.28% | +25+0.5% | Added |
| Fiduciary Family Office, LLC | 4,880 | $1.28M | 0.56% | +4,880 | New |
| Aldebaran Financial Inc. | 4,879 | $1.28M | 1.99% | −250−4.9% | Reduced |
| Octavia Wealth Advisors, LLC | 4,871 | $1.28M | 0.23% | −99−2.0% | Reduced |
| Intact Investment Management Inc. | 4,870 | $1.28M | 0.05% | +660+15.7% | Added |
| Occidental Asset Management, LLC | 4,857 | $1.28M | 0.27% | +4+0.1% | Added |
| Navellier & Associates Inc | 4,855 | $1.28M | 0.19% | +525+12.1% | Added |
| Wealth Advisors of Iowa, LLC | 4,844 | $1.27M | 0.86% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,842 | $1.27M | 0.45% | 00.0% | Unchanged |
| David Loasby | 5,046 | $1.27M | 0.14% | −210−4.0% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,791 | $1.26M | 0.69% | −115−2.3% | Reduced |
| Nations Financial Group Inc, | 4,788 | $1.26M | 0.12% | +104+2.2% | Added |
| Brady Family Wealth, LLC | 4,764 | $1.25M | 0.43% | +300+6.7% | Added |
| Ayrshire Capital Management LLC | 4,748 | $1.25M | 0.72% | +9+0.2% | Added |
| Embree Financial Group | 4,738 | $1.25M | 0.26% | +4,738 | New |
| Peterson Wealth Management | 4,732 | $1.25M | 1.12% | −103−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,726 | $1.24M | 0.40% | +308+7.0% | Added |
| Cornerstone Wealth Management, LLC | 4,713 | $1.24M | 0.11% | −58−1.2% | Reduced |
| Westside Investment Management, Inc. | 4,712 | $1.24M | 0.32% | +42+0.9% | Added |
| Little House Capital LLC | 4,697 | $1.24M | 0.45% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,694 | $1.24M | 0.30% | +127+2.8% | Added |
| Concord Asset Management, LLC | 4,692 | $1.23M | 0.36% | +3,277+231.6% | Added |
| Wambolt & Associates, LLC | 901,270 | $1.23M | 0.40% | +220.0% | Added |
| Orion Capital Management LLC | 4,670 | $1.23M | 0.72% | −20−0.4% | Reduced |
| BlueCrest Capital Management Ltd | 4,659 | $1.23M | 0.21% | −3,668−44.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,650 | $1.22M | 0.85% | −47−1.0% | Reduced |
| Michael B. Yongue | 4,635 | $1.22M | 1.09% | −292−5.9% | Reduced |
| Quotient Wealth Partners, LLC | 4,624 | $1.22M | 0.05% | +4,624 | New |
| HM Payson & Co | 4,613 | $1.21M | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,596 | $1.21M | 0.88% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,595 | $1.21M | 0.22% | +756+19.7% | Added |
| Teamwork Financial Advisors, LLC | 4,594 | $1.21M | 0.21% | −2,802−37.9% | Reduced |
| Avantax Planning Partners, Inc. | 4,586 | $1.21M | 0.05% | −551−10.7% | Reduced |
| Davenport & Co LLC | 4,578 | $1.20M | 0.01% | +167+3.8% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.20M | 0.42% | −2,625−36.5% | Reduced |
| Ellevest, Inc. | 4,574 | $1.20M | 0.08% | −274−5.7% | Reduced |
| DRW Securities, LLC | 4,572 | $1.20M | 0.04% | −140,990−96.9% | Reduced |
| Bank Ozk | 4,559 | $1.20M | 0.59% | −309−6.3% | Reduced |
| MUFG Securities EMEA plc | 4,531 | $1.19M | 0.10% | −6,059−57.2% | Reduced |
| First United Bank Trust | 4,522 | $1.19M | 0.48% | +340+8.1% | Added |
| Bordeaux Wealth Advisors LLC | 4,514 | $1.19M | 0.40% | +1,130+33.4% | Added |
| Citizens Financial Group Inc | 4,513 | $1.19M | 0.04% | +1,524+51.0% | Added |
| Vista Private Wealth Partners. LLC | 4,716 | $1.19M | 0.64% | +162+3.6% | Added |
| Catalyst Financial Partners LLC | 4,511 | $1.19M | 0.34% | +194+4.5% | Added |
| Seven Springs Wealth Group, LLC | 4,506 | $1.19M | 0.53% | −208−4.4% | Reduced |
| Keel Point, LLC | 4,505 | $1.19M | 0.14% | −838−15.7% | Reduced |
| Prudent Man Advisors, LLC | 4,505 | $1.19M | 0.44% | −665−12.9% | Reduced |
| Monetta Financial Services Inc | 4,500 | $1.18M | 1.13% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 4,499 | $1.18M | 0.84% | −858−16.0% | Reduced |
| Glenview Trust Co | 4,496 | $1.18M | 0.03% | +167+3.9% | Added |
| Essex Savings Bank | 4,482 | $1.18M | 0.34% | +445+11.0% | Added |
| Nabity-Jensen Investment Management Inc | 4,476 | $1.18M | 1.06% | +4,476 | New |
| Vista Wealth Management Group, LLC | 4,467 | $1.18M | 0.10% | +1,259+39.2% | Added |
| GAMMA Investing LLC | 4,161 | $1.17M | 0.32% | +4,161 | New |
| DeDora Capital, Inc. | 4,428 | $1.17M | 0.41% | +189+4.5% | Added |
| Prelude Capital Management, LLC | 4,404 | $1.16M | 0.10% | +4,404 | New |
| Hilltop Holdings Inc. | 4,396 | $1.16M | 0.13% | +151+3.6% | Added |
| Dudley Capital Management, LLC | 4,393 | $1.16M | 0.74% | +1,166+36.1% | Added |
| Finivi Inc. | 4,381 | $1.15M | 1.13% | +4,381 | New |
| Hillsdale Investment Management Inc. | 4,365 | $1.15M | 0.09% | −400−8.4% | Reduced |
| MWA Asset Management | 4,365 | $1.15M | 0.95% | +210+5.1% | Added |
| CIC Wealth, LLC | 4,361 | $1.15M | 0.36% | −35−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,333 | $1.14M | 0.07% | +1,561+56.3% | Added |
| IFP Advisors, Inc | 4,312 | $1.13M | 0.05% | +221+5.4% | Added |
| Granger Management LLC | 4,307 | $1.13M | 0.41% | +4,307 | New |
| Northstar Advisory Group, LLC | 4,276 | $1.13M | 0.67% | −5,749−57.3% | Reduced |
| Chemistry Wealth Management LLC | 4,256 | $1.12M | 0.34% | +20+0.5% | Added |
| Wealthsource Partners, LLC | 4,249 | $1.12M | 0.07% | −1,116−20.8% | Reduced |
| Signal Advisors Wealth, LLC | 4,248 | $1.12M | 0.39% | +4,248 | New |