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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 27,274 | $7.18M | 0.45% | −912−3.2% | Reduced |
| Hillman Capital Management, Inc. | 27,171 | $7.15M | 2.47% | −44−0.2% | Reduced |
| Selkirk Management LLC | 27,000 | $7.10M | 4.81% | 00.0% | Unchanged |
| Bessemer Group Inc | 26,911 | $7.08M | 0.01% | −855−3.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 26,865 | $7.07M | 0.49% | +2,093+8.4% | Added |
| Wetherby Asset Management Inc | 26,846 | $7.06M | 0.37% | −143−0.5% | Reduced |
| Evergreen Capital Management LLC | 26,815 | $7.06M | 0.29% | −891−3.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 26,714 | $7.03M | 3.99% | +390+1.5% | Added |
| Guinness Atkinson Asset Management Inc | 26,664 | $7.02M | 3.59% | −575−2.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,611 | $7.00M | 2.79% | +110+0.4% | Added |
| Arrow Financial Corp | 26,579 | $6.99M | 0.73% | −31−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 26,511 | $6.98M | 0.24% | +1,032+4.1% | Added |
| Ostrum Asset Management | 26,473 | $6.97M | 0.61% | +10,719+68.0% | Added |
| LGT Group Foundation | 26,042 | $6.92M | 0.15% | −28−0.1% | Reduced |
| Y.D. More Investments Ltd | 26,189 | $6.89M | 1.41% | −1,026−3.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,071 | $6.86M | 0.46% | −889−3.3% | Reduced |
| Webster Bank, N. A. | 25,991 | $6.84M | 0.84% | +10.0% | Added |
| National Asset Management, Inc. | 25,932 | $6.82M | 0.18% | −411−1.6% | Reduced |
| Barrier Capital Management, LLC | 25,927 | $6.82M | 7.65% | −3,339−11.4% | Reduced |
| Dynamic Advisor Solutions LLC | 27,164 | $6.82M | 0.25% | +673+2.5% | Added |
| Codex Capital, L.L.C. | 25,900 | $6.82M | 3.97% | −400−1.5% | Reduced |
| First Nebraska Trust Co | 25,879 | $6.81M | 0.79% | +1,582+6.5% | Added |
| Lincoln National Corp | 25,808 | $6.79M | 0.12% | +5,483+27.0% | Added |
| First Horizon Advisors, Inc. | 25,778 | $6.78M | 0.22% | −1,428−5.2% | Reduced |
| Johnson Investment Counsel Inc | 25,686 | $6.76M | 0.08% | −79−0.3% | Reduced |
| Fundamentun, LLC | 25,518 | $6.71M | 0.79% | +751+3.0% | Added |
| Gilder Gagnon Howe & Co LLC | 25,502 | $6.71M | 0.09% | +783+3.2% | Added |
| Mirabaud & Cie SA | 25,495 | $6.71M | 2.24% | +25,495 | New |
| Meridian Management Co | 23,021 | $6.71M | 1.91% | −275−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 71,709 | $6.69M | 0.27% | +255+0.4% | Added |
| SP Asset Management LLC | 25,408 | $6.69M | 0.69% | +250+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 25,377 | $6.68M | 0.15% | +4,782+23.2% | Added |
| FourThought Financial Partners, LLC | 25,364 | $6.67M | 0.84% | −2,990−10.5% | Reduced |
| Peloton Wealth Strategists | 25,350 | $6.67M | 2.89% | −525−2.0% | Reduced |
| Silicon Valley Capital Partners | 25,320 | $6.66M | 1.12% | +21,030+490.2% | Added |
| Marietta Wealth Management, LLC | 25,057 | $6.59M | 1.17% | −363−1.4% | Reduced |
| AXS Investments LLC | 25,007 | $6.58M | 1.58% | −3,030−10.8% | Reduced |
| Maytus Capital Management, LLC | 25,000 | $6.58M | 2.63% | +25,000 | New |
| Central Trust Co | 24,753 | $6.51M | 0.17% | +38+0.2% | Added |
| PGGM Investments | 24,734 | $6.51M | 0.10% | +24,734 | New |
| Penserra Capital Management LLC | 24,574 | $6.46M | 0.12% | +9,584+63.9% | Added |
| Fragasso Group Inc. | 24,477 | $6.44M | 0.59% | −1,122−4.4% | Reduced |
| Dillon & Associates Inc | 24,421 | $6.42M | 1.17% | +287+1.2% | Added |
| AIA Group Ltd | 24,393 | $6.42M | 0.26% | +2,651+12.2% | Added |
| Cohen Capital Management, Inc. | 24,359 | $6.41M | 1.22% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 24,332 | $6.40M | 0.22% | +1,901+8.5% | Added |
| Soltis Investment Advisors LLC | 24,233 | $6.38M | 0.72% | +21,612+824.6% | Added |
| Financial Enhancement Group LLC | 23,478 | $6.37M | 1.12% | +3,261+16.1% | Added |
| Knollwood Investment Advisory, LLC | 24,180 | $6.36M | 1.32% | +10,550+77.4% | Added |
| Twin Capital Management Inc | 24,106 | $6.34M | 0.83% | −553−2.2% | Reduced |
| Phoenix Holdings Ltd. | 21,453 | $6.32M | 0.10% | +2,180+11.3% | Added |
| Kornitzer Capital Management Inc | 23,863 | $6.28M | 0.12% | −892−3.6% | Reduced |
| Jump Financial, LLC | 23,845 | $6.27M | 0.20% | +18,687+362.3% | Added |
| RSM US Wealth Management LLC | 23,829 | $6.27M | 0.17% | +17,947+305.1% | Added |
| Zacks Investment Management | 23,716 | $6.24M | 0.08% | +100.0% | Added |
| Progressive Investment Management Corp | 23,641 | $6.22M | 1.77% | −96−0.4% | Reduced |
| Bank Hapoalim BM | 23,631 | $6.22M | 0.85% | −3,691−13.5% | Reduced |
| Alberta Investment Management Corp | 23,500 | $6.18M | 0.06% | −100,538−81.1% | Reduced |
| Venture Visionary Partners LLC | 23,415 | $6.16M | 0.33% | +6,262+36.5% | Added |
| Sompo Asset Management Co., Ltd. | 23,290 | $6.13M | 1.11% | +3,450+17.4% | Added |
| Hudson Valley Investment Advisors Inc | 23,429 | $6.11M | 0.84% | −3,298−12.3% | Reduced |
| Consolidated Investment Group LLC | 23,200 | $6.11M | 1.08% | −4,400−15.9% | Reduced |
| Siemens Fonds Invest GmbH | 23,166 | $6.10M | 0.50% | +2,270+10.9% | Added |
| Mirabaud Asset Management Ltd | 23,122 | $6.08M | 2.61% | +23,122 | New |
| Van Strum & Towne Inc. | 23,109 | $6.08M | 2.38% | −55−0.2% | Reduced |
| Shufro Rose & Co LLC | 29,971 | $6.08M | 0.58% | −327−1.1% | Reduced |
| D L Carlson Investment Group Inc | 20,812 | $6.08M | 1.24% | −1,284−5.8% | Reduced |
| Vision Capital Management, Inc. | 22,725 | $5.98M | 0.93% | +117+0.5% | Added |
| Strategic Blueprint, LLC | 22,707 | $5.98M | 0.49% | +478+2.2% | Added |
| Meritage Portfolio Management | 22,667 | $5.96M | 0.39% | +22,667 | New |
| Unisphere Establishment | 22,500 | $5.92M | 0.06% | +22,500 | New |
| Thoroughbred Financial Services, LLC | 22,474 | $5.91M | 0.48% | +1,280+6.0% | Added |
| Kerrisdale Advisers, LLC | 22,469 | $5.91M | 1.76% | +3,526+18.6% | Added |
| Patton Fund Management, Inc. | 22,421 | $5.90M | 1.31% | +14,918+198.8% | Added |
| Meridian Wealth Management, LLC | 22,352 | $5.88M | 0.38% | +1,316+6.3% | Added |
| Brown Brothers Harriman & Co | 22,166 | $5.83M | 0.05% | +846+4.0% | Added |
| Icon Wealth Advisors, LLC | 22,144 | $5.83M | 0.61% | +22,144 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,126 | $5.82M | 2.45% | +544+2.5% | Added |
| Iowa State Bank | 22,064 | $5.81M | 1.39% | −299−1.3% | Reduced |
| Sawtooth Solutions, LLC | 22,052 | $5.80M | 0.16% | −8,018−26.7% | Reduced |
| M. Kulyk & Associates, LLC | 22,009 | $5.79M | 1.35% | −36−0.2% | Reduced |
| Golden State Equity Partners | 21,962 | $5.78M | 1.40% | −203−0.9% | Reduced |
| EP Wealth Advisors, LLC | 21,898 | $5.76M | 0.07% | +1,930+9.7% | Added |
| Boston Private Wealth LLC | 21,869 | $5.75M | 0.14% | +2,372+12.2% | Added |
| Westbourne Investment Advisors, Inc. | 21,757 | $5.72M | 2.29% | +885+4.2% | Added |
| Shelton Capital Management | 21,657 | $5.70M | 0.18% | +5,256+32.0% | Added |
| Plimoth Trust Co LLC | 21,647 | $5.70M | 1.64% | −33−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 21,620 | $5.69M | 1.57% | +639+3.0% | Added |
| Roanoke Asset Management Corp | 21,620 | $5.69M | 2.11% | −140−0.6% | Reduced |
| Park Avenue Securities LLC | 21,502 | $5.66M | 0.08% | +3,604+20.1% | Added |
| Palo DS Manager LLC | 21,486 | $5.65M | 4.91% | +21,486 | New |
| Checchi Capital Advisers, LLC | 21,473 | $5.65M | 0.46% | −157−0.7% | Reduced |
| HighPoint Advisor Group LLC | 18,455 | $5.65M | 0.41% | +18,455 | New |
| Hyman Charles D | 21,459 | $5.65M | 0.34% | −150−0.7% | Reduced |
| Elite Wealth Management, Inc. | 21,441 | $5.64M | 1.66% | −428−2.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 21,232 | $5.59M | 0.16% | −800−3.6% | Reduced |
| Dakota Wealth Management | 21,223 | $5.58M | 0.22% | −18,292−46.3% | Reduced |
| Eisler Capital (UK) Ltd. | 21,211 | $5.58M | 0.51% | −91,450−81.2% | Reduced |
| Concurrent Investment Advisors, LLC | 47,073 | $5.57M | 0.26% | +47,073 | New |
| Argent Trust Co | 21,109 | $5.55M | 0.28% | +2,334+12.4% | Added |