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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 6,634 | $879.6K | 0.29% | −1,102−14.2% | Reduced |
| Clark Capital Management Group, Inc. | 6,643 | $880.8K | 0.01% | −22−0.3% | Reduced |
| Change Path, LLC | 6,645 | $881.0K | 0.05% | −328−4.7% | Reduced |
| EPG Wealth Management LLC | 6,646 | $881.2K | 0.34% | +183+2.8% | Added |
| Wealth Management Partners, LLC | 7,000 | $882.8K | 0.74% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 6,668 | $884.1K | 0.42% | −614−8.4% | Reduced |
| Signature Wealth Management Group | 6,675 | $885.0K | 0.43% | −3,887−36.8% | Reduced |
| Dearborn Partners LLC | 6,697 | $888.0K | 0.04% | +415+6.6% | Added |
| AM Squared Ltd | 6,700 | $888.4K | 0.59% | +6,700 | New |
| Congress Park Capital LLC | 6,705 | $889.0K | 0.57% | +428+6.8% | Added |
| Clear Street Markets LLC | 6,741 | $894.0K | 0.18% | −136,751−95.3% | Reduced |
| NVWM, LLC | 6,743 | $894.1K | 0.32% | −3,462−33.9% | Reduced |
| Lynch Asset Management, Inc. | 6,750 | $895.0K | 0.77% | −1,250−15.6% | Reduced |
| Wealthcare Advisory Partners LLC | 6,773 | $898.1K | 0.04% | −216−3.1% | Reduced |
| MidWestOne Financial Group, Inc. | 6,820 | $904.3K | 0.21% | −1,376−16.8% | Reduced |
| Jacobi Capital Management LLC | 6,841 | $907.0K | 0.11% | −1,154−14.4% | Reduced |
| Ardsley Advisory Partners LP | 6,850 | $908.2K | 0.23% | +1,850+37.0% | Added |
| Greenland Capital Management LP | 6,853 | $908.6K | 0.17% | +6,853 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,870 | $910.9K | 0.24% | −290−4.1% | Reduced |
| Private Trust Co NA | 6,880 | $912.0K | 0.14% | −2,522−26.8% | Reduced |
| Axxcess Wealth Management, LLC | 6,911 | $916.3K | 0.08% | −23,111−77.0% | Reduced |
| Brandywine Managers, LLC | 6,913 | $916.6K | 3.20% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 6,925 | $918.2K | 0.53% | +125+1.8% | Added |
| Bristlecone Advisors, LLC | 6,936 | $919.6K | 0.11% | +449+6.9% | Added |
| Avantax Planning Partners, Inc. | 6,964 | $923.4K | 0.04% | −378−5.1% | Reduced |
| Conning Inc. | 6,980 | $925.5K | 0.03% | −40−0.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $928.0K | 0.65% | −4,000−36.4% | Reduced |
| Bard Financial Services, Inc. | 7,010 | $929.0K | 0.08% | −425−5.7% | Reduced |
| IFP Advisors, Inc | 13,101 | $930.0K | 0.03% | −6,077−31.7% | Reduced |
| Eqis Capital Management, Inc. | 7,025 | $931.4K | 0.10% | −1,030−12.8% | Reduced |
| Nicolet Bankshares Inc | 10,164 | $931.7K | 0.32% | −32−0.3% | Reduced |
| Secure Asset Management, LLC | 7,045 | $934.1K | 0.34% | +4,456+172.1% | Added |
| Capstone Triton Financial Group, LLC | 7,089 | $939.9K | 0.75% | −340−4.6% | Reduced |
| Boyd Watterson Asset Management LLC | 7,117 | $943.6K | 0.39% | −71−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 7,150 | $947.7K | 0.12% | −2,580−26.5% | Reduced |
| Northstar Group, Inc. | 7,172 | $950.9K | 0.27% | −1,651−18.7% | Reduced |
| Wealthsource Partners, LLC | 7,208 | $955.7K | 0.07% | −373−4.9% | Reduced |
| Renasant Bank | 7,211 | $956.1K | 0.72% | +1,912+36.1% | Added |
| Baystate Wealth Management LLC | 7,229 | $958.0K | 0.09% | −1,857−20.4% | Reduced |
| Rosenbaum Jay D. | 7,234 | $959.2K | 2.07% | +185+2.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,241 | $960.1K | 0.04% | −507−6.5% | Reduced |
| Private Advisor Group, LLC | 61,564 | $963.2K | 0.05% | −306−0.5% | Reduced |
| Van Hulzen Asset Management, LLC | 7,289 | $966.0K | 0.11% | −594−7.5% | Reduced |
| Bay Rivers Group | 7,294 | $967.1K | 0.98% | +99+1.4% | Added |
| Sawtooth Solutions, LLC | 7,315 | $969.9K | 0.13% | −821−10.1% | Reduced |
| Center for Financial Planning, Inc. | 7,324 | $971.1K | 0.24% | +370+5.3% | Added |
| WP Advisors, LLC | 7,364 | $976.4K | 0.44% | −1,287−14.9% | Reduced |
| Missouri Trust & Investment Co | 7,368 | $977.0K | 0.59% | −1,793−19.6% | Reduced |
| Chickasaw Capital Management LLC | 7,384 | $979.0K | 0.05% | −305−4.0% | Reduced |
| Harbour Investments, Inc. | 7,442 | $986.7K | 0.06% | +704+10.4% | Added |
| Heritage Trust Co | 7,457 | $988.7K | 0.16% | +746+11.1% | Added |
| Squarepoint Ops LLC | 7,468 | $990.2K | 0.01% | −128,342−94.5% | Reduced |
| Insigneo Advisory Services, LLC | 7,573 | $1.00M | 0.38% | +7,573 | New |
| IHT Wealth Management, LLC | 7,583 | $1.01M | 0.06% | −1,637−17.8% | Reduced |
| Cavalier Investments, LLC | 7,594 | $1.01M | 0.36% | −120−1.6% | Reduced |
| Cito Capital Group, LLC | 7,600 | $1.01M | 0.55% | −1,950−20.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,605 | $1.01M | 0.21% | +485+6.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,606 | $1.01M | 0.11% | +419+5.8% | Added |
| Laidlaw Wealth Management LLC | 7,624 | $1.01M | 0.22% | +1,788+30.6% | Added |
| Charter Research & Investment Group, Inc. | 7,632 | $1.01M | 0.97% | −270−3.4% | Reduced |
| Steinberg Asset Management LLC | 7,663 | $1.02M | 1.10% | +151+2.0% | Added |
| Gs Investments, Inc. | 7,686 | $1.02M | 0.63% | −1,727−18.3% | Reduced |
| Calamos Wealth Management LLC | 7,774 | $1.03M | 0.08% | −41,291−84.2% | Reduced |
| Wintrust Investments LLC | 7,815 | $1.04M | 0.14% | +2,756+54.5% | Added |
| Financial Advocates Investment Management | 7,863 | $1.04M | 0.08% | +3,367+74.9% | Added |
| Field & Main Bank | 7,868 | $1.04M | 0.67% | +25+0.3% | Added |
| Keeler Thomas Management LLC | 7,869 | $1.04M | 0.53% | −1,099−12.3% | Reduced |
| Quantinno Capital Management LP | 7,890 | $1.05M | 0.08% | −3,631−31.5% | Reduced |
| Wambolt & Associates, LLC | 901,125 | $1.05M | 0.40% | −4400.0% | Reduced |
| Stansberry Asset Management, LLC | 7,941 | $1.05M | 0.22% | +742+10.3% | Added |
| TrinityPoint Wealth, LLC | 7,944 | $1.05M | 0.24% | −1,943−19.7% | Reduced |
| Schmidt P J Investment Management Inc | 7,950 | $1.05M | 0.24% | −1,023−11.4% | Reduced |
| Hellman Jordan Management Co Inc | 7,968 | $1.06M | 1.79% | −153−1.9% | Reduced |
| Golden Green, Inc. | 7,965 | $1.06M | 1.09% | +105+1.3% | Added |
| Stock Yards Bank & Trust Co | 7,973 | $1.06M | 0.04% | −55−0.7% | Reduced |
| We Are One Seven, LLC | 7,986 | $1.06M | 0.11% | +174+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.06M | 0.44% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,025 | $1.06M | 0.03% | −4,805−37.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,380 | $1.07M | 0.03% | −1,775−21.8% | Reduced |
| Wealth Alliance | 8,106 | $1.07M | 0.19% | −4,220−34.2% | Reduced |
| IMA Wealth, Inc. | 8,107 | $1.07M | 0.28% | −1,111−12.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,118 | $1.08M | 0.41% | −942−10.4% | Reduced |
| Wealthspire Advisors, LLC | 8,124 | $1.08M | 0.02% | +1,837+29.2% | Added |
| Exchange Traded Concepts, LLC | 8,154 | $1.08M | 0.03% | −439−5.1% | Reduced |
| HBK Sorce Advisory LLC | 8,196 | $1.09M | 0.03% | +3,973+94.1% | Added |
| Elmwood Wealth Management, Inc. | 8,273 | $1.10M | 0.55% | −13−0.2% | Reduced |
| Fred Alger Management, LLC | 8,365 | $1.11M | 0.01% | −129,334−93.9% | Reduced |
| Empowered Funds, LLC | 8,374 | $1.11M | 0.07% | +3,022+56.5% | Added |
| Eagle Asset Management Inc | 8,263 | $1.11M | 0.01% | +421+5.4% | Added |
| Hudson Canyon Capital Management | 8,450 | $1.12M | 1.03% | +8,450 | New |
| Coastwise Capital Group, LLC | 8,462 | $1.12M | 1.33% | +343+4.2% | Added |
| Edge Capital Group, LLC | 8,513 | $1.13M | 0.08% | +3,673+75.9% | Added |
| Aldebaran Financial Inc. | 8,523 | $1.13M | 1.26% | +1,337+18.6% | Added |
| Partners Capital Investment Group, LLP | 8,557 | $1.13M | 0.05% | −412−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 8,591 | $1.14M | 0.24% | −574−6.3% | Reduced |
| AIA Group Ltd | 8,600 | $1.14M | 0.07% | +1,700+24.6% | Added |
| Procyon Private Wealth Partners, LLC | 8,628 | $1.14M | 0.21% | +1,109+14.7% | Added |
| International Assets Investment Management, LLC | 8,638 | $1.15M | 0.12% | +2,215+34.5% | Added |
| HB Wealth Management, LLC | 8,653 | $1.15M | 0.02% | +2,939+51.4% | Added |
| L.M. Kohn & Company | 8,674 | $1.15M | 0.54% | −993−10.3% | Reduced |