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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 21,108 | $5.55M | 0.29% | −1,002−4.5% | Reduced |
| RB Capital Management, LLC | 21,036 | $5.54M | 1.60% | −69−0.3% | Reduced |
| Trust Co of Kansas | 21,014 | $5.53M | 3.06% | +2,639+14.4% | Added |
| Liontrust Investment Partners LLP | 21,000 | $5.53M | 0.08% | −22,000−51.2% | Reduced |
| Once Capital Management, LLC | 20,800 | $5.47M | 3.93% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 20,716 | $5.45M | 1.02% | +1,488+7.7% | Added |
| Bleakley Financial Group, LLC | 20,669 | $5.44M | 0.17% | −8,053−28.0% | Reduced |
| Bridge Creek Capital Management LLC | 20,603 | $5.42M | 1.88% | −35−0.2% | Reduced |
| Bank of Nova Scotia Trust Co | 20,579 | $5.42M | 0.61% | +3,166+18.2% | Added |
| Integrated Wealth Concepts LLC | 20,491 | $5.39M | 0.09% | −301−1.4% | Reduced |
| Redwood Investments, LLC | 20,337 | $5.35M | 1.40% | +3,502+20.8% | Added |
| Cullen Investment Group, Ltd. | 20,129 | $5.30M | 0.93% | +20,129 | New |
| Dorsey & Whitney Trust CO LLC | 20,120 | $5.29M | 0.41% | −1,556−7.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.29M | 2.77% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 20,111 | $5.29M | 0.99% | −651−3.1% | Reduced |
| Summit Trail Advisors, LLC | 20,095 | $5.29M | 0.17% | −7,951−28.3% | Reduced |
| Callahan Advisors, LLC | 20,021 | $5.27M | 0.61% | +5,828+41.1% | Added |
| FJ Investments, LLC | 20,000 | $5.26M | 0.25% | +20,000 | New |
| Petredis Investment Advisors LLC | 19,804 | $5.21M | 0.68% | −634−3.1% | Reduced |
| DFPG Investments, LLC | 20,561 | $5.18M | 0.40% | +31+0.2% | Added |
| Peapack Gladstone Financial Corp | 19,671 | $5.18M | 0.09% | −1,005−4.9% | Reduced |
| Colony Group, LLC | 19,666 | $5.17M | 0.07% | +19,666 | New |
| Garde Capital, Inc. | 19,653 | $5.17M | 0.39% | −993−4.8% | Reduced |
| Bailard, Inc. | 19,594 | $5.16M | 0.15% | −506−2.5% | Reduced |
| Pioneer Trust Bank N A | 19,590 | $5.15M | 1.54% | +4,930+33.6% | Added |
| Bouvel Investment Partners, LLC | 19,584 | $5.15M | 2.41% | +458+2.4% | Added |
| Gladstone Institutional Advisory LLC | 19,490 | $5.13M | 0.29% | −654−3.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 19,438 | $5.11M | 0.47% | −4,474−18.7% | Reduced |
| Sowell Financial Services LLC | 19,396 | $5.10M | 0.28% | +2,537+15.0% | Added |
| Chemung Canal Trust Co | 19,328 | $5.09M | 1.05% | −469−2.4% | Reduced |
| Xcel Wealth Management, LLC | 19,182 | $5.05M | 1.77% | −932−4.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,171 | $5.04M | 0.83% | −2,222−10.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 19,130 | $5.03M | 2.53% | −17,800−48.2% | Reduced |
| Miracle Mile Advisors, LLC | 19,104 | $5.03M | 0.14% | −1,896−9.0% | Reduced |
| Parsons Capital Management Inc | 19,094 | $5.02M | 0.36% | −300−1.5% | Reduced |
| Sawyer & Company, Inc | 19,017 | $5.00M | 2.21% | −1,417−6.9% | Reduced |
| Veriti Management LLC | 18,868 | $4.96M | 0.44% | +296+1.6% | Added |
| Horizon Investments, LLC | 18,796 | $4.95M | 0.14% | +2,751+17.1% | Added |
| Zions Bancorporation, N.A. | 18,777 | $4.94M | 0.34% | −1,608−7.9% | Reduced |
| Foundations Investment Advisors, LLC | 17,373 | $4.93M | 0.13% | +3,458+24.9% | Added |
| Caldwell Trust Co | 18,693 | $4.92M | 0.62% | −151−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 18,682 | $4.92M | 1.08% | +141+0.8% | Added |
| Bray Capital Advisors | 18,636 | $4.90M | 1.36% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 18,632 | $4.90M | 0.99% | −1,302−6.5% | Reduced |
| SFMG, LLC | 18,630 | $4.90M | 0.45% | +324+1.8% | Added |
| Independent Financial Group, LLC | 18,558 | $4.88M | 0.26% | −2,957−13.7% | Reduced |
| Apollon Wealth Management, LLC | 18,551 | $4.88M | 0.17% | +4,889+35.8% | Added |
| Benson Investment Management Company, Inc. | 18,541 | $4.88M | 2.50% | +15+0.1% | Added |
| HRT Financial LP | 18,531 | $4.88M | 0.04% | −14,159−43.3% | Reduced |
| De Burlo Group Inc | 23,979 | $4.86M | 0.84% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 18,433 | $4.85M | 0.94% | −978−5.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,246 | $4.80M | 0.29% | +438+2.5% | Added |
| Oak Associates, Ltd | 18,210 | $4.79M | 0.36% | −900−4.7% | Reduced |
| SeaBridge Investment Advisors LLC | 18,184 | $4.78M | 1.39% | +41+0.2% | Added |
| CAPROCK Group, Inc. | 18,149 | $4.78M | 0.31% | +1,327+7.9% | Added |
| Signaturefd, LLC | 18,123 | $4.77M | 0.11% | +1,176+6.9% | Added |
| First Interstate Bank | 18,077 | $4.76M | 0.35% | −712−3.8% | Reduced |
| Timber Creek Capital Management LLC | 18,065 | $4.75M | 1.62% | −44−0.2% | Reduced |
| NEOS Investment Management LLC | 18,027 | $4.74M | 0.45% | +2,996+19.9% | Added |
| Canandaigua National Bank & Trust Co | 18,012 | $4.74M | 0.73% | +1,360+8.2% | Added |
| Louisbourg Investments Inc. | 21,709 | $4.73M | 1.43% | +21,709 | New |
| Vident Advisory, LLC | 17,894 | $4.71M | 0.12% | +6,033+50.9% | Added |
| Beck Capital Management, LLC | 17,884 | $4.71M | 1.61% | +4,645+35.1% | Added |
| Woodmont Investment Counsel LLC | 17,876 | $4.70M | 0.44% | −81−0.5% | Reduced |
| Bokf, NA | 17,849 | $4.70M | 0.09% | −768−4.1% | Reduced |
| South State Corp. | 17,818 | $4.69M | 0.40% | −148−0.8% | Reduced |
| Aperture Investors, LLC | 17,787 | $4.68M | 0.82% | +1,576+9.7% | Added |
| Jupiter Asset Management Ltd | 17,675 | $4.65M | 0.05% | −73,483−80.6% | Reduced |
| Adviser Investments LLC | 17,649 | $4.64M | 0.07% | +15,369+674.1% | Added |
| NorthRock Partners, LLC | 17,609 | $4.63M | 0.19% | +8,024+83.7% | Added |
| KMG Fiduciary Partners, LLC | 17,592 | $4.63M | 0.54% | +420+2.4% | Added |
| Cabot Wealth Management Inc | 17,464 | $4.60M | 0.64% | −416−2.3% | Reduced |
| Invst, LLC | 16,001 | $4.57M | 0.58% | −518−3.1% | Reduced |
| Prentiss Smith & Co Inc | 17,175 | $4.52M | 3.37% | −643−3.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 17,138 | $4.51M | 2.48% | −15,434−47.4% | Reduced |
| Harbour Capital Advisors, LLC | 17,884 | $4.50M | 1.24% | +20.0% | Added |
| Cornerstone Wealth Group, LLC | 17,033 | $4.48M | 0.64% | −640−3.6% | Reduced |
| Condor Capital Management | 16,962 | $4.46M | 0.48% | +16,962 | New |
| KCM Investment Advisors LLC | 16,808 | $4.42M | 0.18% | −4,231−20.1% | Reduced |
| Group One Trading, L.P. | 16,788 | $4.42M | 0.14% | −25,513−60.3% | Reduced |
| Hills Bank & Trust Co | 16,731 | $4.40M | 0.43% | −178−1.1% | Reduced |
| Savant Capital, LLC | 16,576 | $4.36M | 0.06% | +3,595+27.7% | Added |
| WCG Wealth Advisors LLC | 16,539 | $4.35M | 0.32% | +622+3.9% | Added |
| Point72 Middle East FZE | 16,492 | $4.34M | 0.30% | −94,808−85.2% | Reduced |
| V-Square Quantitative Management LLC | 16,486 | $4.34M | 1.03% | +8,913+117.7% | Added |
| Kingswood Wealth Advisors, LLC | 16,461 | $4.33M | 0.49% | +12,066+274.5% | Added |
| Edmond de Rothschild Holding S.A. | 16,407 | $4.32M | 0.08% | −3,405−17.2% | Reduced |
| Univest Financial Corp | 16,353 | $4.30M | 1.27% | −179−1.1% | Reduced |
| David J Yvars Group | 16,310 | $4.29M | 3.45% | −290−1.7% | Reduced |
| Pitcairn Co | 16,261 | $4.28M | 0.32% | −1,263−7.2% | Reduced |
| Arlington Financial Advisors, LLC | 16,246 | $4.27M | 1.28% | +14+0.1% | Added |
| YHB Investment Advisors, Inc. | 16,177 | $4.26M | 0.41% | −475−2.9% | Reduced |
| Winton Group Ltd | 16,161 | $4.25M | 0.31% | +11,157+223.0% | Added |
| Wahed Invest LLC | 16,096 | $4.24M | 1.19% | +961+6.3% | Added |
| Pegasus Asset Management, Inc. | 16,084 | $4.23M | 1.81% | +169+1.1% | Added |
| Asio Capital, LLC | 16,040 | $4.22M | 0.99% | +991+6.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.21M | 1.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 15,981 | $4.21M | 0.79% | −1,583−9.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,885 | $4.18M | 1.43% | −1,326−7.7% | Reduced |
| Linscomb & Williams, Inc. | 15,881 | $4.18M | 0.23% | −267−1.7% | Reduced |