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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 8,710 | $1.16M | 0.14% | −733−7.8% | Reduced |
| IPG Investment Advisors LLC | 8,759 | $1.16M | 0.32% | −2,222−20.2% | Reduced |
| Northcape Capital Pty Ltd | 8,785 | $1.17M | 0.14% | +793+9.9% | Added |
| Optas, LLC | 8,790 | $1.17M | 0.48% | +17+0.2% | Added |
| Pictet Bank & Trust Ltd | 8,805 | $1.17M | 1.37% | +1,035+13.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 8,813 | $1.17M | 0.30% | +8,813 | New |
| Legacy Private Trust Co. | 8,868 | $1.18M | 0.11% | −3,660−29.2% | Reduced |
| Avalon Investment & Advisory | 8,878 | $1.18M | 0.03% | −2,863−24.4% | Reduced |
| Kovack Advisors, Inc. | 8,914 | $1.18M | 0.17% | −3,885−30.4% | Reduced |
| Principle Wealth Partners LLC | 8,925 | $1.18M | 0.13% | −104−1.2% | Reduced |
| Grandview Asset Management LLC | 8,956 | $1.19M | 0.74% | −1,141−11.3% | Reduced |
| Wolf Group Capital Advisors | 9,071 | $1.20M | 0.57% | −226−2.4% | Reduced |
| Asset Dedication, LLC | 9,143 | $1.20M | 0.12% | −155−1.7% | Reduced |
| VeraBank, N.A. | 9,082 | $1.20M | 0.60% | +14+0.2% | Added |
| Cribstone Capital Management, LLC | 9,087 | $1.20M | 0.70% | +2,449+36.9% | Added |
| Cypress Capital Group | 9,100 | $1.21M | 0.18% | −7,070−43.7% | Reduced |
| Cornerstone National Bank & Trust Co | 9,133 | $1.21M | 0.68% | +38+0.4% | Added |
| Park Place Capital Corp | 9,148 | $1.21M | 0.34% | +9,148 | New |
| Canal Capital Management, LLC | 9,151 | $1.21M | 0.29% | −4,786−34.3% | Reduced |
| Meeder Advisory Services, Inc. | 9,156 | $1.21M | 0.15% | +9,156 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,175 | $1.22M | 1.72% | +1,554+20.4% | Added |
| TD Private Client Wealth LLC | 9,183 | $1.22M | 0.06% | −7,810−46.0% | Reduced |
| Sculati Wealth Management, LLC | 9,187 | $1.22M | 0.68% | +4,222+85.0% | Added |
| Savant Capital, LLC | 9,438 | $1.22M | 0.03% | −277−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 9,225 | $1.22M | 0.01% | −979−9.6% | Reduced |
| Resources Management Corp | 9,231 | $1.22M | 0.19% | −1,092−10.6% | Reduced |
| Financial Engines Advisors L.L.C. | 9,231 | $1.22M | 0.00% | +175+1.9% | Added |
| V Wealth Advisors LLC | 9,297 | $1.23M | 0.26% | −407−4.2% | Reduced |
| Kaizen Financial Strategies | 8,247 | $1.23M | 1.22% | −3,750−31.3% | Reduced |
| BBJS Financial Advisors, LLC | 9,376 | $1.24M | 0.56% | +9,376 | New |
| Institute for Wealth Management, LLC. | 9,395 | $1.25M | 0.27% | −1,130−10.7% | Reduced |
| Coldstream Capital Management Inc | 9,407 | $1.25M | 0.05% | +9,407 | New |
| Nations Financial Group Inc, | 9,411 | $1.25M | 0.14% | +173+1.9% | Added |
| Aft, Forsyth & Company, Inc. | 9,417 | $1.25M | 1.07% | −355−3.6% | Reduced |
| Spire Wealth Management | 9,433 | $1.25M | 0.07% | −2,769−22.7% | Reduced |
| Callahan Advisors, LLC | 9,449 | $1.25M | 0.17% | +147+1.6% | Added |
| Caliber Wealth Management, LLC | 9,499 | $1.26M | 0.96% | −894−8.6% | Reduced |
| George Kaiser Family Foundation | 9,518 | $1.26M | 0.19% | +2,119+28.6% | Added |
| Bell Bank | 9,537 | $1.26M | 0.15% | −478−4.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,552 | $1.27M | 0.35% | −120−1.2% | Reduced |
| Alterity Financial Group, LLC | 9,625 | $1.28M | 2.07% | −245−2.5% | Reduced |
| Tiemann Investment Advisors, LLC | 9,625 | $1.28M | 0.75% | +415+4.5% | Added |
| Koshinski Asset Management, Inc. | 9,661 | $1.28M | 0.12% | −754−7.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 9,713 | $1.29M | 0.86% | −5,070−34.3% | Reduced |
| Mutual Advisors, LLC | 9,724 | $1.29M | 0.06% | −200−2.0% | Reduced |
| Quantum Private Wealth, LLC | 9,771 | $1.30M | 0.82% | +82+0.8% | Added |
| Old North State Wealth Management, LLC | 9,780 | $1.30M | 1.30% | −2,080−17.5% | Reduced |
| Merit Financial Group, LLC | 9,802 | $1.30M | 0.05% | +418+4.5% | Added |
| Berkshire Bank | 9,888 | $1.31M | 0.40% | −3,380−25.5% | Reduced |
| Qtron Investments LLC | 9,892 | $1.31M | 0.28% | +2,961+42.7% | Added |
| Cohen Investment Advisors LLC | 9,949 | $1.32M | 1.10% | +229+2.4% | Added |
| Marathon Trading Investment Management LLC | 9,966 | $1.32M | 0.88% | +7,366+283.3% | Added |
| Amica Retiree Medical Trust | 9,995 | $1.32M | 1.70% | +1,771+21.5% | Added |
| Islet Management, LP | 10,000 | $1.33M | 2.47% | +10,000 | New |
| Andar Capital Management HK Ltd | 10,000 | $1.33M | 6.50% | +10,000 | New |
| Fund 1 Investments, LLC | 10,000 | $1.33M | 0.60% | +10,000 | New |
| E Fund Management Co., Ltd. | 10,007 | $1.33M | 0.11% | −102−1.0% | Reduced |
| Acorn Financial Advisory Services Inc | 10,065 | $1.33M | 0.28% | +979+10.8% | Added |
| First Hawaiian Bank | 10,078 | $1.34M | 0.05% | −55−0.5% | Reduced |
| United Bank | 10,363 | $1.37M | 0.84% | +1,766+20.5% | Added |
| Resonate Capital, LLC | 10,386 | $1.38M | 2.25% | −1,134−9.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,399 | $1.38M | 0.45% | +170+1.7% | Added |
| SeaCrest Wealth Management, LLC | 10,421 | $1.38M | 0.20% | −1,657−13.7% | Reduced |
| Clearstead Advisors, LLC | 10,431 | $1.38M | 0.11% | −5,602−34.9% | Reduced |
| Interval Partners, LP | 10,440 | $1.38M | 0.11% | −166,560−94.1% | Reduced |
| Sepio Capital, LP | 10,447 | $1.39M | 0.12% | −12,768−55.0% | Reduced |
| Finer Wealth Management, Inc. | 10,467 | $1.39M | 1.30% | −790−7.0% | Reduced |
| Welch & Forbes LLC | 10,495 | $1.39M | 0.02% | +45+0.4% | Added |
| Triangle Securities Wealth Management | 10,499 | $1.39M | 0.51% | −504−4.6% | Reduced |
| Deltec Asset Management LLC | 10,500 | $1.39M | 0.40% | −6,100−36.7% | Reduced |
| Pinnacle Holdings, LLC | 10,505 | $1.39M | 0.62% | −1,790−14.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,515 | $1.39M | 0.11% | −3,836−26.7% | Reduced |
| GPM Growth Investors, Inc. | 10,516 | $1.39M | 0.85% | −808−7.1% | Reduced |
| Schechter Investment Advisors, LLC | 10,527 | $1.40M | 0.13% | +2,853+37.2% | Added |
| Hancock Whitney Corp | 10,536 | $1.40M | 0.05% | −114−1.1% | Reduced |
| Ingalls & Snyder LLC | 10,553 | $1.40M | 0.08% | −14,785−58.4% | Reduced |
| Boltwood Capital Management | 10,571 | $1.40M | 0.57% | −147−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 10,646 | $1.41M | 0.05% | −23,003−68.4% | Reduced |
| Mission Wealth Management, LP | 10,652 | $1.41M | 0.07% | −216−2.0% | Reduced |
| Arabesque Asset Management Ltd | 10,701 | $1.42M | 0.48% | +10,701 | New |
| Ronald Blue Trust, Inc. | 9,898 | $1.42M | 0.03% | +2,284+30.0% | Added |
| Integrated Wealth Concepts LLC | 10,750 | $1.43M | 0.04% | −7,235−40.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,758 | $1.43M | 0.43% | −708−6.2% | Reduced |
| Duff & Phelps Investment Management Co | 10,775 | $1.43M | 0.02% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 10,782 | $1.43M | 0.03% | −5,976−35.7% | Reduced |
| Insight Wealth Strategies, LLC | 10,783 | $1.43M | 0.28% | +486+4.7% | Added |
| Courier Capital LLC | 10,812 | $1.43M | 0.17% | −25−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 10,834 | $1.44M | 0.08% | −6,163−36.3% | Reduced |
| Transatlantique Private Wealth LLC | 10,948 | $1.44M | 0.86% | −1,682−13.3% | Reduced |
| Herbst Group, LLC | 10,905 | $1.45M | 1.17% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10,979 | $1.46M | 0.42% | +1,121+11.4% | Added |
| WSFS Capital Management, LLC | 11,000 | $1.46M | 0.16% | +3,096+39.2% | Added |
| Fund Management at Engine No. 1 LLC | 11,009 | $1.46M | 0.36% | +1,441+15.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,061 | $1.47M | 0.14% | −269−2.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,125 | $1.48M | 0.42% | −10,700−49.0% | Reduced |
| Signaturefd, LLC | 11,184 | $1.48M | 0.04% | +160+1.5% | Added |
| Intellectus Partners, LLC | 11,214 | $1.49M | 0.52% | +95+0.9% | Added |
| Wedmont Private Capital | 10,635 | $1.49M | 0.22% | +395+3.9% | Added |
| GWM Advisors LLC | 21,103 | $1.50M | 0.04% | −20.0% | Reduced |
| Trust Asset Management LLC | 11,324 | $1.50M | 0.19% | 00.0% | Unchanged |