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 |
|---|---|---|---|---|---|
| Snowhook Capital Management LP | 29,447 | $3.90M | 2.09% | +29,447 | New |
| Pinnacle Associates Ltd | 29,503 | $3.91M | 0.09% | +10,836+58.0% | Added |
| Novare Capital Management LLC | 29,527 | $3.91M | 0.46% | +999+3.5% | Added |
| Bank of the West | 29,734 | $3.94M | 0.46% | −1,555−5.0% | Reduced |
| Shell Asset Management Co | 30,180 | $4.00M | 0.18% | −11,347−27.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,242 | $4.01M | 0.07% | +309+1.0% | Added |
| Arrow Financial Corp | 30,360 | $4.03M | 0.55% | +4,693+18.3% | Added |
| Bank Hapoalim BM | 30,705 | $4.07M | 0.51% | −9,210−23.1% | Reduced |
| Metis Global Partners, LLC | 30,854 | $4.09M | 0.36% | +12,914+72.0% | Added |
| Vestmark Advisory Solutions, Inc. | 30,896 | $4.10M | 0.20% | −8,205−21.0% | Reduced |
| Tower Research Capital LLC (TRC) | 31,050 | $4.12M | 0.17% | −103,142−76.9% | Reduced |
| Governors Lane LP | 31,100 | $4.12M | 0.45% | −87,400−73.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,343 | $4.16M | 0.11% | −5,613−15.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,550 | $4.18M | 0.03% | −85,792−73.1% | Reduced |
| Cutler Group LP | 31,705 | $4.20M | 0.51% | −7,967−20.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,840 | $4.22M | 0.05% | +4,585+16.8% | Added |
| Fiduciary Trust Co | 32,197 | $4.27M | 0.08% | +248+0.8% | Added |
| Azimuth Capital Investment Management LLC | 32,199 | $4.27M | 0.22% | −12,897−28.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 32,365 | $4.29M | 0.18% | +2,632+8.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 32,564 | $4.32M | 1.27% | +6,530+25.1% | Added |
| Great Valley Advisor Group, Inc. | 32,985 | $4.37M | 0.22% | +220+0.7% | Added |
| Andra AP-fonden | 32,998 | $4.38M | 0.13% | +12,000+57.1% | Added |
| Valeo Financial Advisors, LLC | 79,136 | $4.38M | 0.24% | −4,203−5.0% | Reduced |
| Toroso Investments, LLC | 33,045 | $4.38M | 0.17% | +5,595+20.4% | Added |
| Ethic Inc. | 33,152 | $4.40M | 0.24% | −9,988−23.2% | Reduced |
| Eisler Capital (UK) Ltd. | 33,247 | $4.41M | 1.09% | −94,658−74.0% | Reduced |
| Assetmark, Inc | 33,351 | $4.42M | 0.02% | +1,964+6.3% | Added |
| KCM Investment Advisors LLC | 33,382 | $4.43M | 0.19% | −1,581−4.5% | Reduced |
| Avantax Advisory Services, Inc. | 33,541 | $4.45M | 0.06% | −1,497−4.3% | Reduced |
| AXS Investments LLC | 33,631 | $4.46M | 1.59% | −2,138−6.0% | Reduced |
| Commerce Bank | 33,694 | $4.47M | 0.04% | −5,878−14.9% | Reduced |
| Tiger Management L.L.C. | 33,700 | $4.47M | 2.82% | 00.0% | Unchanged |
| Meyer Handelman Co | 33,930 | $4.50M | 0.19% | −785−2.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 34,067 | $4.52M | 1.15% | −3,072−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,075 | $4.52M | 0.18% | +100.0% | Added |
| Grassi Investment Management | 34,183 | $4.53M | 0.61% | −225−0.7% | Reduced |
| Waverton Investment Management Ltd | 34,195 | $4.53M | 0.17% | −1,580−4.4% | Reduced |
| Parallel Advisors, LLC | 34,233 | $4.54M | 0.20% | −4,328−11.2% | Reduced |
| Fragasso Group Inc. | 34,291 | $4.55M | 0.53% | +1,509+4.6% | Added |
| Trust Co of Vermont | 34,624 | $4.59M | 0.34% | −3,573−9.4% | Reduced |
| Seven Post Investment Office LP | 34,629 | $4.59M | 1.62% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 34,646 | $4.59M | 1.81% | −15,661−31.1% | Reduced |
| Sigma Planning Corp | 34,666 | $4.60M | 0.16% | −4,583−11.7% | Reduced |
| Barrier Capital Management, LLC | 34,683 | $4.60M | 6.82% | −18,165−34.4% | Reduced |
| Keybank National Association | 35,069 | $4.65M | 0.02% | −3,947−10.1% | Reduced |
| Intech Investment Management LLC | 35,096 | $4.65M | 0.03% | −19,813−36.1% | Reduced |
| Equitable Trust Co | 35,165 | $4.66M | 0.37% | −41,958−54.4% | Reduced |
| Neville Rodie & Shaw Inc | 35,273 | $4.68M | 0.44% | −10,792−23.4% | Reduced |
| Edgestream Partners, L.P. | 35,375 | $4.69M | 0.53% | +10,471+42.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,658 | $4.73M | 0.41% | 00.0% | Unchanged |
| Corvex Management LP | 35,768 | $4.74M | 0.32% | −565,599−94.1% | Reduced |
| Johnson Investment Counsel Inc | 35,850 | $4.75M | 0.06% | −3,143−8.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 35,879 | $4.76M | 1.57% | −9,230−20.5% | Reduced |
| United Services Automobile Association | 35,879 | $4.76M | 0.11% | −2,757−7.1% | Reduced |
| Forbes J M & Co LLP | 35,995 | $4.77M | 0.69% | −8,421−19.0% | Reduced |
| Cidel Asset Management Inc | 36,123 | $4.79M | 0.22% | +36,123 | New |
| Means Investment Co., Inc. | 36,506 | $4.84M | 0.97% | −845−2.3% | Reduced |
| Bogart Wealth, LLC | 36,623 | $4.86M | 0.34% | +4,878+15.4% | Added |
| Prospera Financial Services Inc | 36,818 | $4.88M | 0.24% | −3,856−9.5% | Reduced |
| Orion Portfolio Solutions, LLC | 36,893 | $4.89M | 0.17% | +783+2.2% | Added |
| Flputnam Investment Management Co | 36,932 | $4.90M | 0.18% | +8,936+31.9% | Added |
| Zeke Capital Advisors, LLC | 36,982 | $4.90M | 0.32% | −15,359−29.3% | Reduced |
| Osborne Partners Capital Management, LLC | 37,002 | $4.91M | 0.39% | +2,772+8.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 37,139 | $4.92M | 0.48% | −2,256−5.7% | Reduced |
| Profund Advisors LLC | 37,368 | $4.95M | 0.32% | +814+2.2% | Added |
| Stonebridge Capital Advisors LLC | 37,477 | $4.97M | 0.59% | +2,712+7.8% | Added |
| JustInvest LLC | 37,478 | $4.97M | 0.21% | −20,026−34.8% | Reduced |
| First National Trust Co | 37,603 | $4.99M | 0.26% | +32+0.1% | Added |
| Westwood Management Corp | 37,601 | $4.99M | 0.67% | −4,800−11.3% | Reduced |
| Wedbush Securities Inc | 37,662 | $4.99M | 0.27% | −2,396−6.0% | Reduced |
| RPG Investment Advisory, LLC | 37,936 | $5.03M | 0.97% | +458+1.2% | Added |
| CMH Wealth Management LLC | 38,091 | $5.05M | 1.62% | −3,259−7.9% | Reduced |
| Moors & Cabot, Inc. | 38,123 | $5.05M | 0.35% | −829−2.1% | Reduced |
| Carlson Capital L P | 38,600 | $5.12M | 0.39% | +38,600 | New |
| Wolverine Asset Management LLC | 38,708 | $5.13M | 0.08% | +37,526+3,174.8% | Added |
| HST Ventures, LLC | 38,989 | $5.17M | 3.65% | +25,962+199.3% | Added |
| Philadelphia Trust Co | 39,352 | $5.22M | 0.56% | −9,528−19.5% | Reduced |
| Cetera Investment Advisers | 39,410 | $5.23M | 0.05% | +16,163+69.5% | Added |
| D.A. Davidson & Co. | 39,533 | $5.24M | 0.06% | +4,329+12.3% | Added |
| Douglass Winthrop Advisors, LLC | 39,568 | $5.25M | 0.14% | −2,822−6.7% | Reduced |
| Advisory Services Network, LLC | 39,926 | $5.29M | 0.16% | −544−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 39,982 | $5.30M | 0.03% | +23,284+139.4% | Added |
| PKO Investment Management Joint-Stock Co | 40,000 | $5.30M | 0.77% | 00.0% | Unchanged |
| Tegean Capital Management, LLC | 40,000 | $5.30M | 16.97% | +40,000 | New |
| Umb Bank N A | 40,147 | $5.32M | 0.08% | −111,229−73.5% | Reduced |
| Kinneret Advisory, LLC | 40,307 | $5.34M | 0.71% | −2,415−5.7% | Reduced |
| Allen Investment Management LLC | 40,384 | $5.35M | 0.09% | −1,267−3.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 40,529 | $5.37M | 0.15% | −45,880−53.1% | Reduced |
| Daymark Wealth Partners, LLC | 40,626 | $5.39M | 0.95% | +40,626 | New |
| Strategic Wealth Designers | 37,341 | $5.43M | 1.26% | +6,671+21.8% | Added |
| Hillman Capital Management, Inc. | 40,977 | $5.43M | 2.13% | −1,576−3.7% | Reduced |
| Bradley Foster & Sargent Inc | 41,112 | $5.45M | 0.14% | −10,678−20.6% | Reduced |
| Ziegler Capital Management, LLC | 41,242 | $5.47M | 0.23% | −5,231−11.3% | Reduced |
| Bryn Mawr Trust Co | 41,324 | $5.48M | 0.25% | −1,010−2.4% | Reduced |
| Sand Hill Global Advisors, LLC | 41,400 | $5.49M | 0.31% | −534−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 41,513 | $5.50M | 0.11% | +458+1.1% | Added |
| Lockheed Martin Investment Management Co | 41,920 | $5.56M | 0.37% | +20,920+99.6% | Added |
| Baker Tilly Wealth Management, LLC | 41,933 | $5.56M | 0.69% | +2,266+5.7% | Added |
| First Horizon Advisors, Inc. | 42,278 | $5.61M | 0.21% | −10,552−20.0% | Reduced |
| Achmea Investment Management B.V. | 45,193 | $5.62M | 0.19% | +1,756+4.0% | Added |