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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.

Q4 2022 vs. Q3 2022

How the institutions holding Salesforce, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of CRM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2,060482,027+15
Shares774.4M1.94M760.7M−11.8M (−1.5%)
Value$111.4B$280.2M$100.8B−$10.3B (−9.2%)

48 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (233)

Institutions that held Salesforce, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 233 by value.

Institutions new to CRM in Q4 2022
InstitutionSharesValue% of portfolio
Parnassus Investments6,018,220$798.0M1.98%
Capital Research Global Investors3,688,307$489.0M0.15%
Point72 Asset Management, L.P.3,345,741$443.6M1.68%
Starboard Value LPSuperinvestorStarboard Value3,025,982$401.2M7.69%
Inclusive Capital Partners, L.P.1,634,880$216.8M18.28%
Vaughan Nelson Investment Management, L.P.1,048,248$139.0M1.80%
ValueAct Holdings, L.P.SuperinvestorValueAct Capital560,221$74.3M1.40%
Lone Pine Capital LLCSuperinvestorLone Pine Capital549,003$72.8M0.69%
Voloridge Investment Management, LLC529,075$70.2M0.39%
Hudson Bay Capital Management LP518,000$68.7M0.80%
Newlands Management Operations LLC500,618$66.4M1.75%
Clear Street LLC500,001$66.3M2.41%
CI Private Wealth, LLC420,970$55.7M0.20%
Oversea-Chinese Banking CORP Ltd318,819$42.3M2.45%
Alta Park Capital, LP316,500$42.0M5.87%
Bristol John W & Co Inc265,084$35.1M0.84%
Maplelane Capital, LLC230,000$30.5M10.24%
La Banque Postale Asset Management SA222,179$29.5M0.84%
Honeycomb Asset Management LP200,000$26.5M8.06%
Kinney Asset Management, LLC135,721$18.0M13.89%
Capula Management Ltd115,980$15.4M1.59%
Thematics Asset Management99,136$13.1M0.80%
Kingdon Capital Management, L.L.C.87,900$11.7M3.03%
Herr Investment Group LLC87,512$11.6M2.20%
Harvest Portfolios Group Inc.79,948$10.6M0.61%
Maryland State Retirement & Pension System75,744$10.0M0.29%
CCM Investment Advisers LLC71,950$9.54M1.52%
Jefferies Financial Group Inc.68,527$9.09M0.16%
Walleye Capital LLC55,976$7.42M0.16%
Loup Funds, LLC55,551$7.37M4.18%
MUFG Securities EMEA plc53,577$7.10M0.13%
Talbot Financial, LLC52,987$7.03M1.45%
Point72 Middle East FZE50,676$6.72M0.52%
Marex Group plc49,355$6.54M0.93%
Allstate Investment Management Co43,343$5.75M0.17%
Daymark Wealth Partners, LLC40,626$5.39M0.95%
Tegean Capital Management, LLC40,000$5.30M16.97%
Carlson Capital L P38,600$5.12M0.39%
Cidel Asset Management Inc36,123$4.79M0.22%
Snowhook Capital Management LP29,447$3.90M2.09%
Aquatic Capital Management LLC29,300$3.88M0.28%
FourThought Financial Partners, LLC27,503$3.65M0.53%
Rothschild & Co Asset Management US Inc.27,042$3.59M0.05%
SP Asset Management LLC25,444$3.37M0.45%
Quantbot Technologies LP25,132$3.33M0.24%
Petredis Investment Advisors LLC20,933$2.78M0.50%
Alight Capital Management LP20,000$2.65M2.83%
Privium Fund Management (UK) Ltd19,833$2.63M2.00%
Trifecta Capital Advisors, LLC19,467$2.58M1.03%
Moore Capital Management, LP19,333$2.56M0.07%
Maytus Capital Management, LLC19,000$2.52M2.84%
Mirabella Financial Services LLP18,681$2.48M0.22%
Alliance Wealth Advisors, LLC17,766$2.36M1.06%
Green Harvest Asset Management LLC16,035$2.13M0.10%
Tairen Capital Ltd15,390$2.04M0.24%
Linden Thomas Advisory Services, LLC15,312$2.03M0.57%
Seven Eight Capital, LP14,991$1.99M0.52%
New Hampshire Trust14,928$1.98M0.52%
Quadrant Private Wealth Management, LLC14,743$1.95M0.66%
Occudo Quantitative Strategies LP14,702$1.95M0.23%
Y.D. More Investments Ltd13,737$1.82M0.49%
Bleakley Financial Group, LLC13,537$1.79M0.06%
Portman Square Capital LLP13,082$1.73M0.85%
Connable Office Inc12,644$1.68M0.24%
B&D White Capital Company, LLC12,600$1.67M0.59%
EP Wealth Advisors, LLC12,014$1.59M0.03%
Agf Management Ltd11,970$1.59M0.01%
Caxton Associates LP11,385$1.51M0.11%
Pearl River Capital, LLC11,330$1.50M0.25%
Arabesque Asset Management Ltd10,701$1.42M0.48%
Islet Management, LP10,000$1.33M2.47%
Andar Capital Management HK Ltd10,000$1.33M6.50%
Fund 1 Investments, LLC10,000$1.33M0.60%
Coldstream Capital Management Inc9,407$1.25M0.05%
BBJS Financial Advisors, LLC9,376$1.24M0.56%
Meeder Advisory Services, Inc.9,156$1.21M0.15%
Park Place Capital Corp9,148$1.21M0.34%
B.O.S.S. Retirement Advisors, LLC8,813$1.17M0.30%
Hudson Canyon Capital Management8,450$1.12M1.03%
Insigneo Advisory Services, LLC7,573$1.00M0.38%
Greenland Capital Management LP6,853$908.6K0.17%
AM Squared Ltd6,700$888.4K0.59%
Ascent Wealth Partners, LLC6,595$873.8K0.19%
Eagle Strategies LLC6,576$871.9K0.26%
DoubleLine ETF Adviser LP6,268$831.1K0.43%
Carr Financial Group Corp6,147$815.0K0.43%
HRT Financial LP5,963$790.0K0.01%
Kula Investments, LLC5,941$787.7K0.28%
CastleKnight Management LP5,500$729.2K0.21%
Quantamental Technologies LLC5,379$713.2K0.33%
First County Bank5,105$676.9K0.32%
Etesian Wealth Advisors, Inc.4,985$661.0K0.48%
SYSTM Wealth Solutions LLC4,846$642.5K0.08%
Tilt Investment Management Holdings, PBC4,638$615.0K0.52%
Wallace Advisory Group, LLC4,626$613.4K0.48%
Parsec Financial Management, Inc.4,552$603.5K0.03%
Strait & Sound Wealth Management LLC3,998$593.6K0.65%
Werba Rubin Papier Wealth Management4,395$582.7K0.24%
CIC Wealth, LLC4,348$576.5K0.24%
Sather Financial Group Inc4,315$572.1K0.05%

Sold out (218)

Institutions that held Salesforce, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 218 by value.

Institutions that sold out of CRM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Akre Capital Management LLCSuperinvestorAkre Capital Management3,095,500$445.3M
Viking Global Investors LPSuperinvestorViking Global Investors2,400,649$345.3M
PointState Capital LP1,263,206$181.7M
Sculptor Capital LP730,121$105.0M
Whale Rock Capital Management LLC519,388$74.7M
Southpoint Capital Advisors LP500,000$71.9M
Bain Capital Public Equity Management II, LLC429,491$61.8M
Atalanta Sosnoff Capital, LLC410,746$59.1M
Matrix Capital Management Company, LP316,500$45.5M
Capital Fund Management S.A.309,276$44.5M
Akaris Global Partners, LP285,751$41.1M
Sachem Head Capital Management LP271,900$39.1M
Ardevora Asset Management LLP186,488$26.8M
Cinctive Capital Management LP182,346$26.2M
Unigestion Holding SA170,689$25.1M
Harbor Spring Capital, LLC124,000$17.8M
Border to Coast Pensions Partnership Ltd116,971$16.8M
Thunderbird Partners LLP82,333$11.8M
Providence Equity Partners L.L.C.69,950$10.1M
Point72 Hong Kong Ltd65,319$9.39M
Zevenbergen Capital Investments LLC58,000$8.34M
First Sabrepoint Capital Management LP50,000$7.19M
Stillwater Capital Advisors, LLC49,326$7.09M
Eagle Global Advisors LLC49,044$7.05M
Carroll Investors, Inc46,424$6.68M
Connor, Clark & Lunn Investment Management Ltd.39,885$5.74M
Gluskin Sheff & Assoc Inc39,486$5.68M
Lord, Abbett & Co. LLC35,805$5.15M
SG3 Management, LLC35,000$5.03M
Hunt Lane Capital LP35,000$5.03M
Trexquant Investment LP34,875$5.02M
Weiss Multi-Strategy Advisers LLC34,590$4.97M
Seldon Capital LP33,903$4.88M
Maven Securities LTD31,187$4.49M
Union Square Park Capital Management, LLC30,000$4.32M
Sandler Capital Management28,771$4.14M
Marlowe Partners LP26,994$3.88M
SPX Equities Gestao de Recursos Ltda26,730$3.84M
Unio Capital LLC26,627$3.83M
Teza Capital Management LLC24,163$3.48M
Bayesian Capital Management, LP23,300$3.35M
Prana Capital Management, LP22,497$3.24M
Spark Investment Management LLC21,800$3.13M
Breakline Capital LLC20,196$2.90M
Security National Bank19,571$2.81M
Element Capital Management LLC19,313$2.78M
HAP Trading, LLC19,300$2.78M
Asio Capital, LLC18,556$2.67M
Chapman Investment Management, LLC17,303$2.49M
Hohimer Wealth Management, LLC17,131$2.46M
Y-Intercept (Hong Kong) Ltd17,086$2.46M
Blueshift Asset Management, LLC16,986$2.44M
High Note Wealth, LLC15,180$2.42M
Brookfield Asset Management Inc.15,931$2.29M
GPS Wealth Strategies Group, LLC13,666$1.97M
GAM Holding AG12,705$1.83M
Mountain Capital Investment Advisors, Inc11,305$1.74M
Dock Street Asset Management Inc11,999$1.73M
American Investment Services, Inc.11,767$1.69M
Central Asset Investments & Management Holdings (HK) Ltd10,800$1.55M
Ramsay, Stattman, Vela & Price, Inc.10,640$1.53M
Slow Capital, Inc.10,573$1.52M
Zenyatta Capital Management LP10,000$1.44M
Meeder Asset Management Inc9,609$1.38M
Quantitative Investment Management, LLC9,145$1.31M
Jackson Square Capital, LLC8,612$1.24M
Perfromance Wealth Partners, LLC8,553$1.23M
Freedom Day Solutions, LLC8,387$1.21M
Cypress Asset Management Inc6,626$953.0K
Parkside Investments, LLC6,373$916.0K
Gemmer Asset Management LLC5,709$821.0K
Pennsylvania Capital Management Inc5,207$749.0K
WCG Wealth Advisors LLC4,589$730.0K
Journey Advisory Group, LLC4,971$715.0K
Northstar Advisory Group, LLC4,734$681.0K
MUFG Americas Holdings Corp4,614$664.0K
Corundum Group, Inc.4,503$648.0K
Parametrica Management Ltd4,465$643.0K
Newman Dignan & Sheerar, Inc.4,304$619.0K
DSC Advisors, L.P.4,259$613.0K
GM Advisory Group, Inc.4,208$605.0K
TCG Advisory Services, LLC4,099$590.0K
LWM Advisory Services, LLC3,927$569.0K
Kapitalo Investimentos Ltda3,830$550.9K
Castle Rock Wealth Management, LLC3,722$531.0K
Centric Wealth Management3,664$527.0K
Karp Capital Management Corp3,599$518.0K
Klingenstein Fields & Co LP3,490$502.0K
Covenant Partners, LLC3,477$500.0K
AlphaCrest Capital Management LLC3,251$468.0K
Highland Private Wealth Management3,214$463.0K
Paloma Partners Management Co3,132$451.0K
Element Pointe Advisors, LLC3,123$449.0K
Sax Wealth Advisors, LLC3,010$433.0K
Bluefin Capital Management, LLC3,000$432.0K
Mather Group, LLC.2,995$431.0K
Pitti Group Wealth Management, LLC2,877$414.0K
Centiva Capital, LP2,754$396.0K
Cypress Capital Management LLC2,749$395.0K
Capitolis Advisors LLC2,683$386.0K

Not filed for Q4 2022 yet (48)

Institutions that held Salesforce, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management1,155,431$166.2M
Maryland Capital Management123,944$17.8M
Doyle Wealth Management83,393$12.0M
Jefferies Group LLC74,346$10.7M
Covington Capital Management45,066$6.48M
Ashfield Capital Partners, LLC41,244$5.93M
Regentatlantic Capital LLC37,032$5.33M
Strategic Wealth Advisors Group, LLC35,376$5.09M
SP Asset Management30,044$4.32M
Dowling & Yahnke LLC28,944$4.16M
Corient Capital Partners, LLC24,403$4.03M
Shikiar Asset Management Inc26,350$3.79M
FourThought Financial, LLC24,909$3.58M
ACG Wealth23,698$3.41M
Inverness Counsel LLC23,233$3.34M
Redpoint Investment Management Pty Ltd22,166$3.19M
Surevest, LLC18,098$2.60M
Proem Advisors LLC17,500$2.52M
American Portfolios Advisors15,685$2.26M
Spearhead Capital Advisors, LLC9,571$1.38M
55I, LLC8,971$1.29M
Wipfli Financial Advisors LLC,8,201$1.18M
Bluestein R H & Co8,091$1.16M
Lloyd Park, LLC6,977$1.00M
Solidarilty Wealth, LLC5,264$761.0K
New Century Advisors, LLC5,240$754.0K
CPWM, LLC4,244$610.0K
DRW Securities, L.L.C.3,964$570.0K
Meadow Creek Wealth Advisors LLC3,518$506.0K
Roberts Capital Advisors, LLC3,497$503.0K
Cornerstone Wealth Management, LLC3,330$479.0K
Spotlight Asset Group, Inc.2,748$440.0K
Balasa Dinverno & Foltz LLC3,012$433.0K
Beaumont Financial Partners, LLC2,770$398.0K
H. L. Ormond & Company, LLC2,395$345.0K
Kingsbury Capital Investment Advisors LLC2,334$336.0K
17 Capital Partners, LLC2,120$305.0K
Kore Private Wealth LLC1,777$256.0K
United Maritime Capital LLC1,450$209.0K
Vienna Asset Management LLC1,436$207.0K
NuWave Investment Management, LLC853$123.0K
Monolith Advisors588$84.0K
Pacific Center for Financial Services394$57.0K
Siena Capital LLC210$30.0K
American Research & Management Co.113$16.0K
Spectrum Management Group, LLC100$14.0K
Strategic Asset Management, LLC57$8.00K
USA Financial Portformulas Corp5$1.00K