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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 20,688 | $2.74M | 1.07% | +1,087+5.5% | Added |
| Pendal Group Limited | 20,788 | $2.76M | 0.02% | +3,246+18.5% | Added |
| Once Capital Management, LLC | 20,800 | $2.76M | 3.98% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 20,820 | $2.76M | 1.40% | +279+1.4% | Added |
| M. Kulyk & Associates, LLC | 20,845 | $2.76M | 0.92% | +1,040+5.3% | Added |
| China Universal Asset Management Co., Ltd. | 20,900 | $2.77M | 1.11% | −15,643−42.8% | Reduced |
| Petredis Investment Advisors LLC | 20,933 | $2.78M | 0.50% | +20,933 | New |
| Snowden Capital Advisors LLC | 21,093 | $2.80M | 0.12% | −4,614−17.9% | Reduced |
| Siemens Fonds Invest GmbH | 21,167 | $2.81M | 0.28% | −2,475−10.5% | Reduced |
| Alps Advisors Inc | 21,484 | $2.85M | 0.03% | −2,873−11.8% | Reduced |
| Advisor Partners II, LLC | 21,644 | $2.87M | 0.18% | −901−4.0% | Reduced |
| Hyman Charles D | 21,769 | $2.89M | 0.20% | −4,080−15.8% | Reduced |
| Roanoke Asset Management Corp | 21,820 | $2.89M | 1.32% | −1,665−7.1% | Reduced |
| Twin Capital Management Inc | 21,894 | $2.90M | 0.38% | −194−0.9% | Reduced |
| RB Capital Management, LLC | 21,898 | $2.90M | 1.06% | −1,030−4.5% | Reduced |
| Caldwell Trust Co | 21,953 | $2.91M | 0.41% | −1,302−5.6% | Reduced |
| EVR Research LP | 22,000 | $2.92M | 0.91% | −21,000−48.8% | Reduced |
| Fundamentun, LLC | 22,277 | $2.95M | 0.53% | +4,289+23.8% | Added |
| Van Strum & Towne Inc. | 22,299 | $2.96M | 1.27% | −739−3.2% | Reduced |
| FRG Family Wealth Advisors LLC | 22,346 | $2.96M | 0.71% | −2,040−8.4% | Reduced |
| Kornitzer Capital Management Inc | 22,391 | $2.97M | 0.06% | −1,121−4.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,453 | $2.98M | 0.45% | −9,375−29.5% | Reduced |
| Burleson & Company, LLC | 22,564 | $2.99M | 0.75% | +3,813+20.3% | Added |
| Jag Capital Management, LLC | 22,592 | $3.00M | 0.43% | −2,514−10.0% | Reduced |
| Independent Advisor Alliance | 22,646 | $3.00M | 0.37% | −2,959−11.6% | Reduced |
| Arkadios Wealth Advisors | 22,680 | $3.01M | 0.40% | +1,886+9.1% | Added |
| Granite Investment Partners, LLC | 22,885 | $3.03M | 0.13% | −63,480−73.5% | Reduced |
| Orin Green Financial, LLC | 23,258 | $3.08M | 1.81% | +15,504+199.9% | Added |
| Miracle Mile Advisors, LLC | 23,468 | $3.11M | 0.11% | +3,965+20.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,475 | $3.11M | 0.57% | −772−3.2% | Reduced |
| Summit Trail Advisors, LLC | 23,515 | $3.12M | 0.14% | −400−1.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 23,540 | $3.12M | 0.38% | +848+3.7% | Added |
| First Nebraska Trust Co | 23,624 | $3.13M | 0.41% | +9,605+68.5% | Added |
| LGT Group Foundation | 23,631 | $3.13M | 0.10% | +6,345+36.7% | Added |
| Independent Financial Group, LLC | 23,650 | $3.14M | 0.27% | −2,443−9.4% | Reduced |
| Vestcor Inc | 23,723 | $3.15M | 0.12% | −1,095−4.4% | Reduced |
| Marietta Wealth Management, LLC | 23,834 | $3.16M | 0.71% | −3,763−13.6% | Reduced |
| Shelton Capital Management | 23,900 | $3.17M | 0.33% | −15,201−38.9% | Reduced |
| Massmutual Trust Co FSB | 23,901 | $3.17M | 0.13% | +6,436+36.9% | Added |
| Spinnaker Trust | 24,117 | $3.20M | 0.25% | +22,132+1,115.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,292 | $3.23M | 0.67% | +3,493+18.6% | Added |
| Cohen Capital Management, Inc. | 24,365 | $3.23M | 0.66% | 00.0% | Unchanged |
| Lido Advisors, LLC | 24,495 | $3.25M | 0.06% | −56,866−69.9% | Reduced |
| HBW Advisory Services LLC | 24,974 | $3.27M | 0.87% | +459+1.9% | Added |
| Evergreen Capital Management LLC | 24,682 | $3.27M | 0.15% | −35,143−58.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,866 | $3.30M | 2.52% | −3,000−10.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,879 | $3.30M | 0.24% | −7,467−23.1% | Reduced |
| Timber Creek Capital Management LLC | 24,980 | $3.31M | 1.25% | +10,010+66.9% | Added |
| Empirical Finance, LLC | 25,038 | $3.32M | 0.34% | +2,084+9.1% | Added |
| Quantbot Technologies LP | 25,132 | $3.33M | 0.24% | +25,132 | New |
| Stoneridge Investment Partners LLC | 25,136 | $3.33M | 1.84% | +3,681+17.2% | Added |
| Plimoth Trust Co LLC | 25,155 | $3.34M | 1.08% | +1,489+6.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | −383−1.5% | Reduced |
| Wetherby Asset Management Inc | 25,290 | $3.35M | 0.22% | +405+1.6% | Added |
| Iowa State Bank | 25,343 | $3.36M | 0.84% | +1,937+8.3% | Added |
| SP Asset Management LLC | 25,444 | $3.37M | 0.45% | +25,444 | New |
| Cresset Asset Management, LLC | 32,511 | $3.45M | 0.04% | −60.0% | Reduced |
| Codex Capital, L.L.C. | 26,100 | $3.46M | 2.89% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 26,125 | $3.46M | 1.67% | +760+3.0% | Added |
| De Burlo Group Inc | 26,154 | $3.47M | 0.77% | −250−0.9% | Reduced |
| Oak Harvest Investment Services | 26,208 | $3.47M | 0.90% | −5,452−17.2% | Reduced |
| Bessemer Group Inc | 26,426 | $3.50M | 0.01% | +4,775+22.1% | Added |
| National Asset Management, Inc. | 26,442 | $3.51M | 0.10% | −6,570−19.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,446 | $3.51M | 1.87% | +232+0.9% | Added |
| Cipher Capital LP | 26,618 | $3.53M | 0.67% | +9,201+52.8% | Added |
| Everence Capital Management Inc | 26,700 | $3.54M | 0.31% | +613+2.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 26,766 | $3.55M | 3.20% | −1,384−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 26,828 | $3.56M | 0.18% | −1,801−6.3% | Reduced |
| McRae Capital Management Inc | 26,877 | $3.56M | 1.04% | −745−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 26,993 | $3.58M | 0.30% | +23,969+792.6% | Added |
| Shannon River Fund Management LLC | 27,000 | $3.58M | 1.14% | −113,464−80.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 27,042 | $3.59M | 0.05% | +27,042 | New |
| Simmons Bank | 27,057 | $3.59M | 0.31% | +1,273+4.9% | Added |
| Brookstone Capital Management | 25,658 | $3.61M | 0.07% | +3,483+15.7% | Added |
| Verition Fund Management LLC | 27,406 | $3.63M | 0.07% | −21,490−44.0% | Reduced |
| FourThought Financial Partners, LLC | 27,503 | $3.65M | 0.53% | +27,503 | New |
| Marks Group Wealth Management, Inc | 27,558 | $3.65M | 0.50% | +1,058+4.0% | Added |
| Consolidated Investment Group LLC | 27,600 | $3.66M | 0.78% | 00.0% | Unchanged |
| Seeyond | 27,679 | $3.67M | 0.36% | +18,382+197.7% | Added |
| Webster Bank, N. A. | 27,776 | $3.68M | 0.50% | −2,281−7.6% | Reduced |
| Strategic Advisors LLC | 27,887 | $3.70M | 0.82% | −651−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,985 | $3.71M | 0.17% | +1,148+4.3% | Added |
| Mirova | 28,028 | $3.72M | 0.58% | +432+1.6% | Added |
| Evercore Wealth Management, LLC | 28,062 | $3.72M | 0.08% | −11,261−28.6% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $3.75M | 0.19% | 00.0% | Unchanged |
| Colony Group LLC | 28,402 | $3.77M | 0.05% | +5,843+25.9% | Added |
| Stelac Advisory Services LLC | 28,544 | $3.78M | 1.71% | +15,493+118.7% | Added |
| Guinness Atkinson Asset Management Inc | 28,577 | $3.79M | 2.38% | −1,456−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 28,694 | $3.80M | 0.03% | −96,047−77.0% | Reduced |
| Stratos Wealth Partners, LTD. | 28,696 | $3.80M | 0.10% | −684−2.3% | Reduced |
| Central Trust Co | 28,699 | $3.81M | 0.12% | −10,230−26.3% | Reduced |
| Brighton Jones LLC | 28,795 | $3.82M | 0.23% | −504−1.7% | Reduced |
| Oak Associates, Ltd | 28,929 | $3.84M | 0.32% | −42,321−59.4% | Reduced |
| Shufro Rose & Co LLC | 28,937 | $3.84M | 0.32% | −1,242−4.1% | Reduced |
| Ceera Investments, LLC | 29,046 | $3.85M | 2.43% | +8,146+39.0% | Added |
| Prentiss Smith & Co Inc | 29,200 | $3.87M | 3.51% | −584−2.0% | Reduced |
| Autus Asset Management, LLC | 29,250 | $3.88M | 0.70% | −3,142−9.7% | Reduced |
| Raymond James Trust N.A. | 29,263 | $3.88M | 0.13% | −2,728−8.5% | Reduced |
| Aquatic Capital Management LLC | 29,300 | $3.88M | 0.28% | +29,300 | New |
| Financial Partners Capital Management LLC | 29,359 | $3.89M | 0.87% | −1,300−4.2% | Reduced |