Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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 2022

Institutional positions in Salesforce, Inc. as of Dec 31, 2022. 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: 2,027; +15 vs. Q3 2022
Shares held: 760.7M; −11.8M (−1.5%) vs. Q3 2022
Total value: $100.8B; −$10.3B (−9.2%) vs. Q3 2022
New holders: 233; 620 more added
Sold out: 218; 998 more reduced

48 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 2,027 institutions

Value heldQ4 2022: $100.8B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2022.

Institutions holding CRM in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
First Command Advisory Services, Inc.	15	$0	0.00%	+9+150.0%	Added
Providence Capital Advisors, LLC	1	$133	0.00%	−20−95.2%	Reduced
Spartan Planning & Wealth Management	1	$133	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$133	0.00%	+1	New
Sofos Investments, Inc.	1,285	$314	0.00%	+125+10.8%	Added
Insight Financial Services	3	$397	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$530	0.00%	00.0%	Unchanged
Horan Securities, Inc.	5	$609	0.00%	+1+25.0%	Added
Duncker Streett & Co Inc	5	$663	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	6	$796	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	6	$796	0.00%	+6	New
Raleigh Capital Management Inc.	7	$928	0.00%	−67−90.5%	Reduced
Thompson Siegel & Walmsley LLC	9	$1.00K	0.00%	−520−98.3%	Reduced
James Investment Research Inc	5	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	7	$1.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	6	$1.00K	0.00%	+6	New
Twin Lakes Capital Management, LLC	8	$1.06K	0.00%	−100−92.6%	Reduced
Red Tortoise LLC	8	$1.06K	0.00%	+8	New
Global Wealth Strategies & Associates	10	$1.33K	0.00%	+10	New
Parallax Volatility Advisers, L.P.	13	$1.72K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	13	$1.72K	0.00%	+13	New
Old Second National Bank of Aurora	14	$1.86K	0.00%	+14	New
Riverpoint Wealth Management Holdings, LLC	14	$1.86K	0.00%	+14	New
Atwood & Palmer Inc	15	$1.99K	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	15	$1.99K	0.00%	+15	New
Centennial Bank	15	$1.99K	0.00%	+15	New
Transamerica Financial Advisors, Inc.	10	$2.00K	0.00%	−3−23.1%	Reduced
Centerpoint Advisors, LLC	15	$2.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$2.39K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	19	$2.52K	0.00%	−100−84.0%	Reduced
Arcus Capital Partners, LLC	19	$2.52K	0.00%	+19	New
IAG Wealth Partners, LLC	20	$2.65K	0.00%	−58−74.4%	Reduced
TD Capital Management LLC	20	$2.65K	0.00%	00.0%	Unchanged
Davidson Capital Management Inc.	20	$2.65K	0.00%	+1+5.3%	Added
West Branch Capital LLC	21	$2.74K	0.00%	−7,935−99.7%	Reduced
Bollard Group LLC	25	$3.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	26	$3.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$3.00K	0.00%	00.0%	Unchanged
Sageworth Trust Co	24	$3.00K	0.00%	+4+20.0%	Added
Your Advocates Ltd., LLP	24	$3.18K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$3.18K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	27	$3.58K	0.00%	−4−12.9%	Reduced
Ranger Investment Management, L.P.	28	$3.71K	0.00%	00.0%	Unchanged
Syverson Strege & Co	28	$3.71K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	29	$3.85K	0.00%	+29	New
Pacifica Partners Inc.	30	$3.92K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	30	$3.98K	0.00%	−30−50.0%	Reduced
Morton Brown Family Wealth, LLC	30	$3.98K	0.00%	00.0%	Unchanged
First Community Trust NA	33	$4.00K	0.00%	+33	New
True Wealth Design, LLC	32	$4.24K	0.00%	+32	New
PayPay Securities Corp	35	$4.64K	0.31%	+35	New
Schubert & Co	36	$4.77K	0.00%	−17−32.1%	Reduced
SJS Investment Consulting Inc.	36	$4.77K	0.00%	+11+44.0%	Added
Sierra Capital LLC	34	$5.00K	0.00%	−1,361−97.6%	Reduced
Lakewood Asset Management LLC	40	$5.00K	0.00%	+40	New
My Personal CFO, LLC	42	$5.57K	0.01%	+42	New
Delos Wealth Advisors, LLC	45	$5.97K	0.01%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	45	$5.97K	0.00%	+45	New
PrairieView Partners, LLC	50	$6.00K	0.00%	00.0%	Unchanged
First National Bank of South Miami	44	$6.00K	0.00%	00.0%	Unchanged
Savior LLC	50	$6.63K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	45	$6.81K	0.00%	+45	New
Coston, McIsaac & Partners	56	$7.00K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	50	$7.00K	0.00%	00.0%	Unchanged
Boulder Wealth Advisors, LLC	50	$7.00K	0.01%	+50	New
Park Circle Co	54	$7.16K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	57	$7.56K	0.01%	−24−29.6%	Reduced
Annapolis Financial Services, LLC	59	$7.82K	0.00%	−40−40.4%	Reduced
Trust Co	60	$8.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	57	$8.00K	0.00%	+57	New
NewSquare Capital LLC	64	$8.49K	0.00%	+64	New
FSC Wealth Advisors, LLC	68	$9.02K	0.02%	−77−53.1%	Reduced
Costello Asset Management, INC	69	$9.15K	0.01%	−74−51.7%	Reduced
McElhenny Sheffield Capital Management, LLC	86	$9.53K	0.00%	+86	New
Financial Perspectives, Inc	75	$9.94K	0.01%	00.0%	Unchanged
Piershale Financial Group, Inc.	75	$9.94K	0.01%	+75	New
Vigilant Capital Management, LLC	75	$10.0K	0.00%	−957−92.7%	Reduced
Knott David M Jr	77	$10.0K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	76	$10.0K	0.00%	+76	New
VitalStone Financial, LLC	75	$10.0K	0.01%	+75	New
Carolinas Wealth Consulting LLC	78	$10.3K	0.00%	−384−83.1%	Reduced
Ten Capital Wealth Advisors, LLC	79	$10.5K	0.00%	−170−68.3%	Reduced
Kelly Financial Services LLC	79	$10.5K	0.01%	00.0%	Unchanged
Johnson Midwest Financial, LLC	80	$11.0K	0.04%	+60+300.0%	Added
MCF Advisors LLC	84	$11.1K	0.00%	−39−31.7%	Reduced
Lee Financial Co	84	$11.1K	0.00%	+27+47.4%	Added
Stephenson National Bank & Trust	88	$12.0K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	92	$12.2K	0.00%	+92	New
Operose Advisors LLC	96	$12.7K	0.01%	−426−81.6%	Reduced
Tacita Capital Inc	100	$13.0K	0.01%	−74−42.5%	Reduced
Dividend Assets Capital, LLC	100	$13.0K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	100	$13.3K	0.00%	−124−55.4%	Reduced
Blue Bell Private Wealth Management, LLC	101	$13.4K	0.00%	−1−1.0%	Reduced
Legend Financial Advisors, Inc.	103	$13.7K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	105	$13.9K	0.01%	+105	New
Tower View Investment Management & Research LLC	260	$14.0K	0.01%	00.0%	Unchanged
Granite FO LLC	89	$14.3K	0.01%	+89	New
Barrett & Company, Inc.	110	$14.6K	0.01%	00.0%	Unchanged