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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 11,330 | $1.50M | 0.25% | +11,330 | New |
| Stonegate Investment Group, LLC | 11,358 | $1.51M | 0.07% | −608−5.1% | Reduced |
| Bank Ozk | 11,360 | $1.51M | 0.75% | −305−2.6% | Reduced |
| Aj Wealth Strategies, LLC | 11,382 | $1.51M | 0.08% | 00.0% | Unchanged |
| Caxton Associates LP | 11,385 | $1.51M | 0.11% | +11,385 | New |
| Bradley Mark J. | 11,512 | $1.53M | 1.36% | −230−2.0% | Reduced |
| Citizens & Northern Corp | 11,528 | $1.53M | 0.63% | −20.0% | Reduced |
| Waldron Private Wealth LLC | 10,733 | $1.54M | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,743 | $1.56M | 0.03% | +2,650+29.1% | Added |
| Fulton Bank, N.A. | 11,857 | $1.57M | 0.09% | −734−5.8% | Reduced |
| Agf Management Ltd | 11,970 | $1.59M | 0.01% | +11,970 | New |
| Sendero Wealth Management, LLC | 11,994 | $1.59M | 0.57% | +8,381+232.0% | Added |
| EP Wealth Advisors, LLC | 12,014 | $1.59M | 0.03% | +12,014 | New |
| Cigna Investments Inc | 12,032 | $1.60M | 0.33% | +29+0.2% | Added |
| Modus Advisors, LLC | 12,062 | $1.60M | 0.77% | +2,025+20.2% | Added |
| Enterprise Bank & Trust Co | 12,077 | $1.60M | 0.76% | −170−1.4% | Reduced |
| Grove Bank & Trust | 12,131 | $1.61M | 0.35% | +1,493+14.0% | Added |
| Glynn Capital Management LLC | 12,197 | $1.62M | 0.39% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 12,201 | $1.62M | 0.53% | −194−1.6% | Reduced |
| Wellington Shields Capital Management, LLC | 64,885 | $1.62M | 0.20% | −6,588−9.2% | Reduced |
| Geneva Capital Management LLC | 12,314 | $1.63M | 0.04% | −1,324−9.7% | Reduced |
| Harrell Investment Partners, LLC | 12,322 | $1.63M | 0.64% | −1,264−9.3% | Reduced |
| Comerica Securities,inc. | 12,370 | $1.64M | 0.12% | −1,130−8.4% | Reduced |
| Apollon Wealth Management, LLC | 12,372 | $1.64M | 0.12% | −1,307−9.6% | Reduced |
| Resources Investment Advisors, LLC. | 12,384 | $1.64M | 0.05% | −1,231−9.0% | Reduced |
| Geneos Wealth Management Inc. | 12,447 | $1.65M | 0.10% | −2,810−18.4% | Reduced |
| Wahed Invest LLC | 12,495 | $1.66M | 0.86% | +1,465+13.3% | Added |
| CAPROCK Group, Inc. | 12,508 | $1.66M | 0.15% | −2,946−19.1% | Reduced |
| B&D White Capital Company, LLC | 12,600 | $1.67M | 0.59% | +12,600 | New |
| Houlihan Financial Resource Group, Ltd. | 11,375 | $1.67M | 0.96% | −613−5.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $1.67M | 0.11% | 00.0% | Unchanged |
| Connable Office Inc | 12,644 | $1.68M | 0.24% | +12,644 | New |
| 180 Wealth Advisors, LLC | 10,166 | $1.68M | 0.39% | +2,280+28.9% | Added |
| Executive Wealth Management, LLC | 12,666 | $1.68M | 0.21% | +11,101+709.3% | Added |
| Clear Harbor Asset Management, LLC | 12,690 | $1.68M | 0.21% | +6,816+116.0% | Added |
| Cable Hill Partners, LLC | 12,748 | $1.69M | 0.30% | −494−3.7% | Reduced |
| Trust Co of Toledo NA | 12,795 | $1.70M | 0.32% | −3,011−19.0% | Reduced |
| Diversified Trust Co | 12,922 | $1.71M | 0.07% | +2,102+19.4% | Added |
| Scholtz & Company, LLC | 12,948 | $1.72M | 1.22% | −1,067−7.6% | Reduced |
| Verde Capital Management | 12,956 | $1.72M | 0.82% | −107−0.8% | Reduced |
| Private Wealth Partners, LLC | 12,957 | $1.72M | 0.20% | −2,968−18.6% | Reduced |
| Bailard, Inc. | 12,972 | $1.72M | 0.07% | +4,942+61.5% | Added |
| Maxi Investments CY Ltd | 12,970 | $1.72M | 1.63% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,054 | $1.73M | 0.20% | +7,200+123.0% | Added |
| Garrett Investment Advisors LLC | 13,055 | $1.73M | 0.30% | +5,804+80.0% | Added |
| Winch Advisory Services, LLC | 13,069 | $1.73M | 0.74% | −814−5.9% | Reduced |
| Portman Square Capital LLP | 13,082 | $1.73M | 0.85% | +13,082 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,097 | $1.74M | 0.09% | −587−4.3% | Reduced |
| WealthShield Partners, LLC | 13,114 | $1.74M | 0.33% | +2,418+22.6% | Added |
| Mark Stevens | 13,335 | $1.77M | 0.23% | −1,705−11.3% | Reduced |
| Aspiriant, LLC | 13,375 | $1.77M | 0.09% | +222+1.7% | Added |
| Kerrisdale Advisers, LLC | 13,380 | $1.77M | 0.53% | +3,500+35.4% | Added |
| Wunderlich Capital Managemnt | 13,396 | $1.78M | 0.99% | +135+1.0% | Added |
| SFMG, LLC | 13,419 | $1.78M | 0.20% | −2,040−13.2% | Reduced |
| Capital Analysts, LLC | 13,507 | $1.79M | 0.11% | +1,793+15.3% | Added |
| Bleakley Financial Group, LLC | 13,537 | $1.79M | 0.06% | +13,537 | New |
| Arlington Financial Advisors, LLC | 13,559 | $1.80M | 0.76% | −1,987−12.8% | Reduced |
| Vident Investment Advisory, LLC | 13,617 | $1.81M | 0.07% | +487+3.7% | Added |
| J.W. Cole Advisors, Inc. | 13,657 | $1.81M | 0.14% | −3,255−19.2% | Reduced |
| Y.D. More Investments Ltd | 13,737 | $1.82M | 0.49% | +13,737 | New |
| Veriti Management LLC | 13,760 | $1.82M | 0.24% | −1,469−9.6% | Reduced |
| Centaurus Financial, Inc. | 13,778 | $1.83M | 0.17% | −3,119−18.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 13,855 | $1.84M | 1.35% | −429−3.0% | Reduced |
| Rokos Capital Management LLP | 14,083 | $1.85M | 0.19% | −185,737−93.0% | Reduced |
| Quilter Plc | 13,944 | $1.85M | 0.06% | −1,681−10.8% | Reduced |
| Independence Bank of Kentucky | 13,996 | $1.86M | 0.83% | −55−0.4% | Reduced |
| DuPont Capital Management Corp | 14,099 | $1.87M | 0.09% | −2,892−17.0% | Reduced |
| Citizens Business Bank | 14,104 | $1.87M | 0.43% | −639−4.3% | Reduced |
| Cozad Asset Management Inc | 14,119 | $1.87M | 0.26% | +492+3.6% | Added |
| Pitcairn Co | 14,189 | $1.88M | 0.19% | +2,448+20.9% | Added |
| Laurel Wealth Advisors LLC | 14,233 | $1.89M | 0.43% | −649−4.4% | Reduced |
| WD Rutherford LLC | 14,229 | $1.90M | 1.49% | −1,092−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 12,201 | $1.90M | 0.08% | −154−1.2% | Reduced |
| Fiduciary Group LLC | 14,462 | $1.92M | 0.26% | −13,857−48.9% | Reduced |
| Advisors Asset Management, Inc. | 14,563 | $1.93M | 0.04% | −1,352−8.5% | Reduced |
| Connolly Sarah T. | 14,565 | $1.93M | 1.31% | +278+1.9% | Added |
| PFS Investments Inc. | 14,571 | $1.93M | 0.04% | −430−2.9% | Reduced |
| Clarius Group, LLC | 14,606 | $1.94M | 0.17% | −389−2.6% | Reduced |
| Belpointe Asset Management LLC | 14,613 | $1.94M | 0.12% | −2,166−12.9% | Reduced |
| Beech Hill Advisors, Inc. | 14,617 | $1.94M | 1.08% | −974−6.2% | Reduced |
| Sumitomo Life Insurance Co | 14,674 | $1.95M | 0.14% | −105−0.7% | Reduced |
| Northeast Financial Consultants Inc | 14,693 | $1.95M | 0.13% | +4,347+42.0% | Added |
| Occudo Quantitative Strategies LP | 14,702 | $1.95M | 0.23% | +14,702 | New |
| Tsai Capital Corp | 14,707 | $1.95M | 2.82% | −4,223−22.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,743 | $1.95M | 0.66% | +14,743 | New |
| NBT Bank N A | 14,755 | $1.96M | 0.29% | −723−4.7% | Reduced |
| Vision Capital Management, Inc. | 14,788 | $1.96M | 0.37% | −6,814−31.5% | Reduced |
| Cabot Wealth Management Inc | 14,815 | $1.96M | 0.33% | −659−4.3% | Reduced |
| Quattro Financial Advisors LLC | 14,880 | $1.97M | 0.79% | −7,120−32.4% | Reduced |
| Elk River Wealth Management, LLC | 14,887 | $1.97M | 0.48% | −2,415−14.0% | Reduced |
| New Hampshire Trust | 14,928 | $1.98M | 0.52% | +14,928 | New |
| Woodmont Investment Counsel LLC | 14,952 | $1.98M | 0.22% | +3,339+28.8% | Added |
| Birch Hill Investment Advisors LLC | 14,964 | $1.98M | 0.13% | −5,768−27.8% | Reduced |
| Meridian Management Co | 14,969 | $1.98M | 0.72% | −8,250−35.5% | Reduced |
| Seven Eight Capital, LP | 14,991 | $1.99M | 0.52% | +14,991 | New |
| Flagship Harbor Advisors, LLC | 14,994 | $1.99M | 0.20% | +1,666+12.5% | Added |
| Telemus Capital, LLC | 14,161 | $1.99M | 0.18% | −2,037−12.6% | Reduced |
| Zions Bancorporation, N.A. | 15,038 | $1.99M | 0.16% | −3,406−18.5% | Reduced |
| DFPG Investments, LLC | 13,804 | $2.00M | 0.33% | +11,974+654.3% | Added |
| Meridian Wealth Advisors, LLC | 15,105 | $2.00M | 0.52% | +2,611+20.9% | Added |