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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Grafton Street Partners Fund, LP | 39,500 | $10.4M | 10.55% | +39,500 | New |
| Osborne Partners Capital Management, LLC | 39,370 | $10.4M | 0.68% | +102+0.3% | Added |
| Exchange Traded Concepts, LLC | 39,059 | $10.3M | 0.27% | −1,050−2.6% | Reduced |
| Acadian Asset Management LLC | 39,011 | $10.3M | 0.04% | −1,515−3.7% | Reduced |
| Sandy Spring Bank | 38,866 | $10.2M | 0.51% | −1,691−4.2% | Reduced |
| Sand Hill Global Advisors, LLC | 38,727 | $10.2M | 0.49% | −547−1.4% | Reduced |
| Brookstone Capital Management | 38,466 | $10.1M | 0.20% | +1,183+3.2% | Added |
| E. Ohman J:or Asset Management AB | 38,150 | $10.0M | 0.37% | −7,200−15.9% | Reduced |
| Means Investment Co., Inc. | 38,060 | $10.0M | 1.44% | +1,002+2.7% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 38,000 | $10.0M | 1.43% | +38,000 | New |
| Andra AP-fonden | 37,998 | $10.0M | 0.53% | +2,200+6.1% | Added |
| Kinneret Advisory, LLC | 37,987 | $10.0M | 1.11% | −242−0.6% | Reduced |
| Shell Asset Management Co | 37,724 | $9.93M | 0.46% | −6,486−14.7% | Reduced |
| Great Lakes Advisors, LLC | 37,578 | $9.89M | 0.09% | +2,741+7.9% | Added |
| Commerce Bank | 36,968 | $9.73M | 0.07% | +1,771+5.0% | Added |
| RPG Investment Advisory, LLC | 36,697 | $9.66M | 1.57% | +7,368+25.1% | Added |
| Forbes J M & Co LLP | 36,362 | $9.57M | 1.11% | +788+2.2% | Added |
| Thames Capital Management LLC | 36,300 | $9.55M | 4.92% | +3,948+12.2% | Added |
| Roffman Miller Associates Inc | 36,225 | $9.53M | 0.68% | −8,555−19.1% | Reduced |
| Wormser Freres Gestion | 36,257 | $9.52M | 7.72% | +36,257 | New |
| Trust Co of Vermont | 36,090 | $9.50M | 0.63% | +175+0.5% | Added |
| Crestline Management, LP | 36,023 | $9.48M | 0.88% | +19,390+116.6% | Added |
| Eagle Asset Management Inc | 35,954 | $9.46M | 0.05% | +285+0.8% | Added |
| Pallas Capital Advisors LLC | 35,942 | $9.46M | 0.50% | −288−0.8% | Reduced |
| Channing Capital Management, LLC | 35,713 | $9.40M | 0.28% | −2,117−5.6% | Reduced |
| Moors & Cabot, Inc. | 35,678 | $9.39M | 0.58% | −186−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 35,220 | $9.27M | 1.06% | +257+0.7% | Added |
| Meyer Handelman Co | 35,030 | $9.22M | 0.36% | +70+0.2% | Added |
| CSM Advisors, LLC | 34,840 | $9.17M | 0.66% | +34,840 | New |
| LM Advisors LLC | 34,796 | $9.16M | 1.84% | +34,796 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 34,664 | $9.12M | 0.64% | −956−2.7% | Reduced |
| FDx Advisors, Inc. | 34,186 | $9.00M | 0.70% | +1,117+3.4% | Added |
| Nemes Rush Group LLC | 34,154 | $8.99M | 1.45% | +1,228+3.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,113 | $8.98M | 0.81% | +18,925+124.6% | Added |
| Grassi Investment Management | 33,813 | $8.90M | 0.93% | −100−0.3% | Reduced |
| Philadelphia Trust Co | 33,700 | $8.87M | 0.83% | −169−0.5% | Reduced |
| Novare Capital Management LLC | 33,701 | $8.87M | 0.90% | +2,047+6.5% | Added |
| Level Four Advisory Services, LLC | 33,635 | $8.85M | 0.50% | +663+2.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,522 | $8.82M | 1.14% | +497+1.5% | Added |
| Cubist Systematic Strategies, LLC | 33,513 | $8.82M | 0.11% | −215,629−86.5% | Reduced |
| Artemis Investment Management LLP | 33,498 | $8.81M | 0.13% | −23,880−41.6% | Reduced |
| Snowden Capital Advisors LLC | 33,488 | $8.81M | 0.34% | +13,317+66.0% | Added |
| Empirical Finance, LLC | 33,482 | $8.81M | 0.61% | +210+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 33,466 | $8.81M | 0.40% | −2,358−6.6% | Reduced |
| Generate Investment Management Ltd | 33,332 | $8.77M | 0.76% | +33,332 | New |
| Jefferies Financial Group Inc. | 33,057 | $8.70M | 0.14% | +28,313+596.8% | Added |
| Avantax Advisory Services, Inc. | 33,010 | $8.69M | 0.09% | +79+0.2% | Added |
| Great Valley Advisor Group, Inc. | 32,510 | $8.56M | 0.30% | +8,446+35.1% | Added |
| Maxi Investments CY Ltd | 32,489 | $8.55M | 2.40% | +19,519+150.5% | Added |
| Roberts Wealth Advisors, LLC | 10,476 | $8.53M | 1.39% | −46−0.4% | Reduced |
| Keybank National Association | 32,320 | $8.50M | 0.04% | +422+1.3% | Added |
| Stratos Wealth Advisors, LLC | 32,320 | $8.50M | 0.49% | −681−2.1% | Reduced |
| Power Corp of Canada | 32,126 | $8.45M | 0.88% | 00.0% | Unchanged |
| Girard Partners Ltd. | 32,039 | $8.43M | 0.86% | +3,368+11.7% | Added |
| First National Trust Co | 31,925 | $8.40M | 0.37% | −4,434−12.2% | Reduced |
| Pinnacle Associates Ltd | 31,664 | $8.33M | 0.14% | +206+0.7% | Added |
| Vinva Investment Management Ltd | 31,354 | $8.33M | 0.58% | +2,610+9.1% | Added |
| Arkadios Wealth Advisors | 31,509 | $8.29M | 0.70% | −71−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 31,400 | $8.26M | 1.61% | −500−1.6% | Reduced |
| Simmons Bank | 30,925 | $8.14M | 0.66% | +2,550+9.0% | Added |
| Highland Capital Management, LLC | 30,849 | $8.12M | 0.50% | +333+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,797 | $8.10M | 0.21% | +53+0.2% | Added |
| Cullinan Associates Inc | 30,707 | $8.08M | 0.45% | −5,150−14.4% | Reduced |
| Vestcor Inc | 30,539 | $8.04M | 0.27% | +9,775+47.1% | Added |
| Portside Wealth Group, LLC | 30,476 | $8.02M | 1.49% | −2,477−7.5% | Reduced |
| Massmutual Trust Co FSB | 30,422 | $8.01M | 0.27% | +647+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 30,414 | $8.00M | 0.38% | +962+3.3% | Added |
| Essex Investment Management Co LLC | 30,205 | $7.95M | 1.56% | −6,255−17.2% | Reduced |
| Hamilton Capital Partners Inc. | 30,097 | $7.92M | 1.59% | +30,097 | New |
| Procyon Private Wealth Partners, LLC | 30,064 | $7.91M | 0.67% | +583+2.0% | Added |
| Ceera Investments, LLC | 30,058 | $7.91M | 3.72% | −145−0.5% | Reduced |
| Telemark Asset Management, LLC | 30,000 | $7.89M | 1.18% | +30,000 | New |
| Spinnaker Trust | 29,707 | $7.82M | 0.53% | +1,054+3.7% | Added |
| Prospera Financial Services Inc | 29,673 | $7.81M | 0.26% | −7,566−20.3% | Reduced |
| L & S Advisors Inc | 29,635 | $7.80M | 0.95% | −7,669−20.6% | Reduced |
| Independent Advisor Alliance | 29,531 | $7.77M | 0.28% | −578−1.9% | Reduced |
| Wedbush Securities Inc | 29,482 | $7.76M | 0.34% | +1,845+6.7% | Added |
| Burney Co | 29,433 | $7.74M | 0.33% | +1,781+6.4% | Added |
| Two Sigma Securities, LLC | 29,180 | $7.68M | 0.35% | +27,170+1,351.7% | Added |
| Everence Capital Management Inc | 29,160 | $7.67M | 0.55% | +880+3.1% | Added |
| United Services Automobile Association | 29,086 | $7.65M | 0.17% | +2,627+9.9% | Added |
| Sierra Summit Advisors LLC | 29,024 | $7.64M | 2.23% | +29,024 | New |
| Granite Bay Wealth Management, LLC | 33,650 | $7.61M | 0.07% | +1,919+6.0% | Added |
| Brighton Jones LLC | 28,871 | $7.60M | 0.32% | +1,309+4.7% | Added |
| MAI Capital Management | 28,851 | $7.59M | 0.10% | +2,899+11.2% | Added |
| Lido Advisors, LLC | 28,788 | $7.58M | 0.08% | −9,066−23.9% | Reduced |
| Vestor Capital, LLC | 28,693 | $7.55M | 0.72% | +562+2.0% | Added |
| Desjardins Global Asset Management Inc. | 28,620 | $7.53M | 0.81% | −2,450−7.9% | Reduced |
| Gifford Fong Associates | 28,586 | $7.52M | 1.60% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 28,300 | $7.45M | 0.30% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 29,625 | $7.44M | 3.75% | −2,486−7.7% | Reduced |
| Stelac Advisory Services LLC | 28,158 | $7.41M | 3.99% | 00.0% | Unchanged |
| McRae Capital Management Inc | 28,087 | $7.39M | 1.85% | +380+1.4% | Added |
| Beese Fulmer Investment Management, Inc. | 27,945 | $7.35M | 0.76% | +779+2.9% | Added |
| Strategic Advisors LLC | 27,933 | $7.35M | 1.39% | +20.0% | Added |
| Evercore Wealth Management, LLC | 27,737 | $7.30M | 0.12% | +585+2.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 27,462 | $7.23M | 6.69% | +187+0.7% | Added |
| Intech Investment Management LLC | 27,368 | $7.20M | 0.10% | +9,094+49.8% | Added |
| Empowered Funds, LLC | 27,316 | $7.19M | 0.18% | +1,784+7.0% | Added |
| Lockheed Martin Investment Management Co | 32,720 | $7.19M | 0.51% | −10,390−24.1% | Reduced |