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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 15,130 | $2.01M | 0.63% | −10,730−41.5% | Reduced |
| Chicago Partners Investment Group LLC | 11,776 | $2.02M | 0.12% | +12+0.1% | Added |
| Hixon Zuercher, LLC | 15,288 | $2.03M | 1.25% | +417+2.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,291 | $2.03M | 0.15% | +1,560+11.4% | Added |
| Linden Thomas Advisory Services, LLC | 15,312 | $2.03M | 0.57% | +15,312 | New |
| Tairen Capital Ltd | 15,390 | $2.04M | 0.24% | +15,390 | New |
| Tiaa, FSB | 15,413 | $2.04M | 0.01% | −117,533−88.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,867 | $2.07M | 0.23% | −1,242−13.6% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $2.07M | 0.11% | 00.0% | Unchanged |
| Power Corp of Canada | 15,700 | $2.08M | 0.37% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 15,705 | $2.08M | 0.14% | +1,376+9.6% | Added |
| Caz Investments LP | 15,800 | $2.10M | 6.84% | +7,900+100.0% | Added |
| Thoroughbred Financial Services, LLC | 15,839 | $2.10M | 0.34% | −1,750−9.9% | Reduced |
| Azzad Asset Management Inc | 15,879 | $2.11M | 0.33% | −11,285−41.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,916 | $2.11M | 0.05% | −136−0.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 15,930 | $2.11M | 0.48% | +790+5.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.12M | 0.66% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 16,035 | $2.13M | 0.10% | +16,035 | New |
| Harbor Investment Advisory, LLC | 16,086 | $2.13M | 0.33% | −5,664−26.0% | Reduced |
| Canandaigua National Corp | 16,100 | $2.13M | 0.36% | +2,514+18.5% | Added |
| Whalerock Point Partners, LLC | 16,128 | $2.14M | 0.87% | −1,885−10.5% | Reduced |
| Hills Bank & Trust Co | 16,131 | $2.14M | 0.32% | −478−2.9% | Reduced |
| Nixon Peabody Trust Co | 16,192 | $2.15M | 1.74% | +1,354+9.1% | Added |
| Salem Investment Counselors Inc | 16,256 | $2.16M | 0.09% | −9,497−36.9% | Reduced |
| Transcend Wealth Collective, LLC | 16,366 | $2.17M | 0.24% | −553−3.3% | Reduced |
| KMG Fiduciary Partners, LLC | 16,387 | $2.17M | 0.36% | −634−3.7% | Reduced |
| Symphony Financial, Ltd. Co. | 15,538 | $2.17M | 0.58% | −1,412−8.3% | Reduced |
| Sunbelt Securities, Inc. | 16,430 | $2.18M | 0.43% | +2,078+14.5% | Added |
| Roberts Wealth Advisors, LLC | 16,164 | $2.18M | 1.05% | −877−5.1% | Reduced |
| Pegasus Asset Management, Inc. | 16,449 | $2.18M | 1.18% | +10+0.1% | Added |
| Kemnay Advisory Services Inc. | 16,619 | $2.20M | 1.11% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 16,663 | $2.21M | 0.23% | −1,930−10.4% | Reduced |
| Versor Investments LP | 16,744 | $2.22M | 0.19% | +9,787+140.7% | Added |
| Capital Wealth Planning, LLC | 16,750 | $2.22M | 0.03% | +58+0.3% | Added |
| Linscomb & Williams, Inc. | 16,881 | $2.24M | 0.11% | +266+1.6% | Added |
| Sowell Financial Services LLC | 17,091 | $2.27M | 0.15% | +3,702+27.6% | Added |
| Alpha Paradigm Partners, LLC | 17,103 | $2.27M | 0.94% | +9,876+136.7% | Added |
| Veritable, L.P. | 17,132 | $2.27M | 0.04% | −111−0.6% | Reduced |
| Roundview Capital LLC | 17,446 | $2.31M | 0.26% | −5,753−24.8% | Reduced |
| Argent Trust Co | 17,469 | $2.32M | 0.15% | +1,076+6.6% | Added |
| MAI Capital Management | 17,611 | $2.34M | 0.04% | −3,763−17.6% | Reduced |
| Harvey Capital Management Inc | 17,625 | $2.34M | 0.98% | −3,455−16.4% | Reduced |
| Carmignac Gestion | 17,648 | $2.34M | 0.04% | −486,835−96.5% | Reduced |
| CenterBook Partners LP | 17,700 | $2.35M | 0.39% | +14,517+456.1% | Added |
| Bank of Nova Scotia Trust Co | 17,763 | $2.36M | 0.26% | +124+0.7% | Added |
| Alliance Wealth Advisors, LLC | 17,766 | $2.36M | 1.06% | +17,766 | New |
| Peapack Gladstone Financial Corp | 17,773 | $2.36M | 0.05% | −6,673−27.3% | Reduced |
| Chartwell Investment Partners, LLC | 17,789 | $2.36M | 0.09% | −6,077−25.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 17,815 | $2.36M | 1.46% | −298−1.6% | Reduced |
| Park Avenue Securities LLC | 17,849 | $2.37M | 0.04% | −409−2.2% | Reduced |
| Moody National Bank Trust Division | 17,854 | $2.37M | 0.21% | −319−1.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 17,878 | $2.37M | 1.08% | +3,782+26.8% | Added |
| Venture Visionary Partners LLC | 17,998 | $2.39M | 0.17% | −253−1.4% | Reduced |
| Gardner Lewis Asset Management L P | 18,157 | $2.41M | 0.85% | −8,970−33.1% | Reduced |
| St Germain D J Co Inc | 36,300 | $2.41M | 0.81% | +1,112+3.2% | Added |
| Cohen Lawrence B | 18,242 | $2.42M | 1.26% | +72+0.4% | Added |
| Harbour Capital Advisors, LLC | 17,996 | $2.43M | 0.82% | −2,731−13.2% | Reduced |
| Mirador Capital Partners LP | 18,312 | $2.43M | 0.57% | −924−4.8% | Reduced |
| Garde Capital, Inc. | 18,356 | $2.43M | 0.29% | −3,603−16.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,464 | $2.45M | 1.58% | −74−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,594 | $2.47M | 0.24% | −1,067−5.4% | Reduced |
| Trust Co of Kansas | 18,628 | $2.47M | 1.60% | −1,370−6.9% | Reduced |
| Mirabella Financial Services LLP | 18,681 | $2.48M | 0.22% | +18,681 | New |
| South State Corp. | 18,706 | $2.48M | 0.23% | −588−3.0% | Reduced |
| BDO Wealth Advisors, LLC | 18,759 | $2.49M | 0.31% | 00.0% | Unchanged |
| First Interstate Bank | 18,788 | $2.49M | 0.18% | −1,105−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 18,837 | $2.50M | 0.27% | −4,688−19.9% | Reduced |
| Gladstone Institutional Advisory LLC | 18,886 | $2.50M | 0.18% | −3,247−14.7% | Reduced |
| Horizon Investments, LLC | 18,926 | $2.51M | 0.07% | −1,016−5.1% | Reduced |
| Duality Advisers, LP | 18,925 | $2.51M | 0.29% | +16,892+830.9% | Added |
| Maytus Capital Management, LLC | 19,000 | $2.52M | 2.84% | +19,000 | New |
| Invst, LLC | 15,028 | $2.52M | 0.39% | −718−4.6% | Reduced |
| Icon Wealth Advisors, LLC | 19,184 | $2.54M | 0.29% | −1,535−7.4% | Reduced |
| Capstone Investment Advisors, LLC | 19,203 | $2.55M | 0.07% | +2,153+12.6% | Added |
| Summit Financial, LLC | 19,254 | $2.55M | 0.24% | −4,592−19.3% | Reduced |
| Bray Capital Advisors | 19,310 | $2.56M | 0.79% | −1,203−5.9% | Reduced |
| Girard Partners Ltd. | 19,321 | $2.56M | 0.29% | −701−3.5% | Reduced |
| Moore Capital Management, LP | 19,333 | $2.56M | 0.07% | +19,333 | New |
| Ocean Capital Management, LLC | 19,354 | $2.57M | 1.48% | −547−2.7% | Reduced |
| Hoylecohen, LLC | 19,369 | $2.57M | 0.26% | −1,505−7.2% | Reduced |
| Global Endowment Management, LP | 19,442 | $2.58M | 0.29% | −325−1.6% | Reduced |
| Trifecta Capital Advisors, LLC | 19,467 | $2.58M | 1.03% | +19,467 | New |
| Echo Street Capital Management LLC | 19,510 | $2.59M | 0.03% | +17,555+898.0% | Added |
| Brown Brothers Harriman & Co | 19,617 | $2.60M | 0.02% | +5,756+41.5% | Added |
| Capricorn Fund Managers Ltd | 19,658 | $2.61M | 0.67% | +7,491+61.6% | Added |
| Lincoln National Corp | 19,737 | $2.62M | 0.06% | +2,180+12.4% | Added |
| Privium Fund Management (UK) Ltd | 19,833 | $2.63M | 2.00% | +19,833 | New |
| Lazard Freres Gestion S.A.S. | 19,869 | $2.63M | 0.10% | −300−1.5% | Reduced |
| Level Four Advisory Services, LLC | 19,867 | $2.63M | 0.20% | +55+0.3% | Added |
| Alight Capital Management LP | 20,000 | $2.65M | 2.83% | +20,000 | New |
| Meridian Wealth Management, LLC | 20,050 | $2.66M | 0.26% | −4,318−17.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.67M | 2.64% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 17,656 | $2.67M | 0.27% | −7,111−28.7% | Reduced |
| Parsons Capital Management Inc | 20,182 | $2.68M | 0.22% | −11,135−35.6% | Reduced |
| Checchi Capital Advisers, LLC | 20,221 | $2.68M | 0.28% | −1,506−6.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,254 | $2.69M | 1.36% | +551+2.8% | Added |
| Graham Capital Management, L.P. | 20,407 | $2.71M | 0.10% | −4,792−19.0% | Reduced |
| Sawyer & Company, Inc | 20,576 | $2.73M | 1.34% | −75−0.4% | Reduced |
| Dillon & Associates Inc | 20,555 | $2.73M | 0.59% | +823+4.2% | Added |
| Boston Financial Mangement LLC | 20,642 | $2.74M | 0.11% | +567+2.8% | Added |