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 |
|---|---|---|---|---|---|
| Selective Wealth Management, Inc. | 37,244 | $5.63M | 2.97% | −8,749−19.0% | Reduced |
| Rothschild Investment Corp | 42,489 | $5.63M | 0.52% | −828−1.9% | Reduced |
| Adell Harriman & Carpenter Inc | 42,501 | $5.64M | 0.65% | −9,169−17.7% | Reduced |
| E. Ohman J:or Asset Management AB | 42,550 | $5.64M | 0.25% | −800−1.8% | Reduced |
| CFM Wealth Partners LLC | 42,559 | $5.64M | 1.69% | −1,245−2.8% | Reduced |
| Pathstone Family Office, LLC | 53,837 | $5.65M | 0.11% | +8,556+18.9% | Added |
| Sycomore Asset Management | 43,638 | $5.65M | 1.56% | −7,150−14.1% | Reduced |
| Banque Cantonale Vaudoise | 42,933 | $5.69M | 0.30% | −817−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $5.73M | 0.13% | 00.0% | Unchanged |
| Allstate Corp | 43,343 | $5.75M | 0.17% | +20,134+86.8% | Added |
| Allstate Investment Management Co | 43,343 | $5.75M | 0.17% | +43,343 | New |
| Iyo Bank, Ltd. | 43,532 | $5.77M | 3.40% | 00.0% | Unchanged |
| Prudential PLC | 43,749 | $5.80M | 0.07% | +13,769+45.9% | Added |
| Edmond de Rothschild Holding S.A. | 43,848 | $5.81M | 0.14% | −10,567−19.4% | Reduced |
| Cullinan Associates Inc | 44,050 | $5.84M | 0.32% | −7,146−14.0% | Reduced |
| Motco | 44,179 | $5.86M | 0.44% | +1,345+3.1% | Added |
| Moreno Evelyn V | 44,400 | $5.89M | 1.36% | +23,322+110.6% | Added |
| Essex Investment Management Co LLC | 45,032 | $5.97M | 0.93% | +656+1.5% | Added |
| Sandy Spring Bank | 45,125 | $5.98M | 0.36% | −4,761−9.5% | Reduced |
| Oppenheimer & Co Inc | 45,747 | $6.07M | 0.14% | −8,718−16.0% | Reduced |
| Boston Private Wealth LLC | 45,788 | $6.07M | 0.08% | −10,357−18.4% | Reduced |
| Edge Wealth Management LLC | 46,445 | $6.09M | 1.42% | −6,467−12.2% | Reduced |
| Bokf, NA | 46,156 | $6.12M | 0.11% | −5,163−10.1% | Reduced |
| Huntington National Bank | 46,409 | $6.15M | 0.06% | −11,294−19.6% | Reduced |
| Exchange Capital Management, Inc. | 46,458 | $6.16M | 1.35% | +309+0.7% | Added |
| Wealthfront Advisers LLC | 46,684 | $6.19M | 0.03% | +6,223+15.4% | Added |
| Private Asset Management Inc | 46,720 | $6.20M | 1.05% | −1,745−3.6% | Reduced |
| Progressive Investment Management Corp | 46,840 | $6.21M | 2.41% | +326+0.7% | Added |
| Buckingham Capital Management, Inc. | 47,558 | $6.31M | 1.10% | −292−0.6% | Reduced |
| Gifford Fong Associates | 47,621 | $6.31M | 1.45% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 47,700 | $6.32M | 0.07% | −2,600−5.2% | Reduced |
| New Mexico Educational Retirement Board | 47,786 | $6.34M | 0.34% | −3,000−5.9% | Reduced |
| Covington Investment Advisors Inc. | 47,999 | $6.36M | 1.52% | −2,200−4.4% | Reduced |
| Clearline Capital LP | 49,206 | $6.52M | 1.17% | +43,735+799.4% | Added |
| Marex Group plc | 49,355 | $6.54M | 0.93% | +49,355 | New |
| WoodTrust Financial Corp | 49,791 | $6.60M | 1.36% | +19,839+66.2% | Added |
| Highland Capital Management Fund Advisors, L.P. | 49,809 | $6.60M | 0.51% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 49,913 | $6.62M | 0.46% | −555−1.1% | Reduced |
| Laurion Capital Management LP | 50,126 | $6.65M | 0.19% | +47,759+2,017.7% | Added |
| Point72 Middle East FZE | 50,676 | $6.72M | 0.52% | +50,676 | New |
| Crossmark Global Holdings, Inc. | 50,861 | $6.74M | 0.17% | −251−0.5% | Reduced |
| Abbrea Capital, LLC | 50,962 | $6.76M | 1.22% | −1,594−3.0% | Reduced |
| Cornerstone Capital, Inc. | 51,139 | $6.78M | 0.87% | −27,200−34.7% | Reduced |
| One Capital Management, LLC | 51,926 | $6.88M | 0.37% | +48,123+1,265.4% | Added |
| Captrust Financial Advisors | 52,390 | $6.95M | 0.03% | −794−1.5% | Reduced |
| Northstar Asset Management Inc | 52,955 | $7.02M | 2.34% | +1,081+2.1% | Added |
| Marco Investment Management LLC | 52,973 | $7.02M | 0.82% | −4,590−8.0% | Reduced |
| Talbot Financial, LLC | 52,987 | $7.03M | 1.45% | +52,987 | New |
| MUFG Securities EMEA plc | 53,577 | $7.10M | 0.13% | +53,577 | New |
| SG Americas Securities, LLC | 53,729 | $7.12M | 0.10% | −21,741−28.8% | Reduced |
| ExodusPoint Capital Management, LP | 53,740 | $7.13M | 0.11% | +19,897+58.8% | Added |
| Beacon Investment Advisory Services, Inc. | 53,794 | $7.13M | 0.37% | −14,553−21.3% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $7.18M | 0.43% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 54,654 | $7.25M | 2.64% | −921−1.7% | Reduced |
| Loup Funds, LLC | 55,551 | $7.37M | 4.18% | +55,551 | New |
| Walleye Capital LLC | 55,976 | $7.42M | 0.16% | +55,976 | New |
| Ergoteles LLC | 56,145 | $7.44M | 0.27% | +14,989+36.4% | Added |
| Dash Acquisitions Inc. | 56,562 | $7.50M | 3.95% | −4,255−7.0% | Reduced |
| Highland Capital Management, LLC | 56,632 | $7.51M | 0.53% | −4,986−8.1% | Reduced |
| Atria Wealth Solutions, Inc. | 56,731 | $7.52M | 0.12% | −5,122−8.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,056 | $7.60M | 0.97% | +8,274+18.1% | Added |
| Alberta Investment Management Corp | 57,440 | $7.62M | 0.07% | −94,250−62.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 57,723 | $7.65M | 0.51% | −27,488−32.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 57,804 | $7.66M | 0.29% | −1,142−1.9% | Reduced |
| Metropolitan Life Insurance Co | 57,840 | $7.67M | 0.34% | −115−0.2% | Reduced |
| Liontrust Investment Partners LLP | 58,000 | $7.69M | 0.14% | 00.0% | Unchanged |
| Trybe Capital Management LP | 58,893 | $7.81M | 9.16% | −4,265−6.8% | Reduced |
| GDS Wealth Management | 59,102 | $7.84M | 1.50% | −5,010−7.8% | Reduced |
| Ally Financial Inc. | 60,000 | $7.96M | 1.24% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 60,224 | $7.99M | 0.37% | −7,053−10.5% | Reduced |
| Community Trust & Investment Co | 60,400 | $8.01M | 0.73% | +54+0.1% | Added |
| Aigen Investment Management, LP | 60,497 | $8.02M | 1.13% | +27,289+82.2% | Added |
| Jones Financial Companies LLLP | 61,823 | $8.20M | 0.01% | +393+0.6% | Added |
| Lyell Wealth Management, LP | 63,006 | $8.35M | 1.32% | −421−0.7% | Reduced |
| Wolverine Trading, LLC | 63,029 | $8.36M | 0.14% | +3,235+5.4% | Added |
| Washington Trust Co | 63,032 | $8.36M | 0.39% | −6,406−9.2% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 67,500 | $8.39M | 1.64% | −8,000−10.6% | Reduced |
| Atria Investments LLC | 63,274 | $8.39M | 0.17% | −15,444−19.6% | Reduced |
| Mercer Global Advisors Inc | 63,393 | $8.40M | 0.04% | +16,970+36.6% | Added |
| Erste Asset Management GmbH | 63,444 | $8.41M | 0.18% | −3,819−5.7% | Reduced |
| Old National Bancorp | 63,879 | $8.47M | 0.27% | −3,930−5.8% | Reduced |
| Louisiana State Employees Retirement System | 64,600 | $8.56M | 0.23% | +900+1.4% | Added |
| Cortland Associates Inc | 64,818 | $8.59M | 1.42% | −697−1.1% | Reduced |
| Anchor Capital Advisors LLC | 64,954 | $8.61M | 0.22% | −1,847−2.8% | Reduced |
| Franklin Street Advisors Inc | 65,959 | $8.75M | 0.83% | −30,894−31.9% | Reduced |
| Sit Investment Associates Inc | 65,991 | $8.75M | 0.25% | +6,552+11.0% | Added |
| TD Waterhouse Canada Inc. | 60,573 | $8.80M | 0.10% | −1,153−1.9% | Reduced |
| Roffman Miller Associates Inc | 66,595 | $8.83M | 0.73% | −1,683−2.5% | Reduced |
| Middleton & Co Inc | 67,390 | $8.94M | 1.32% | −4,057−5.7% | Reduced |
| Credit Agricole S A | 67,979 | $9.01M | 0.33% | +19,111+39.1% | Added |
| Bridges Investment Management Inc | 68,037 | $9.02M | 0.33% | −17,494−20.5% | Reduced |
| Jefferies Financial Group Inc. | 68,527 | $9.09M | 0.16% | +68,527 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 68,714 | $9.11M | 0.24% | +44,236+180.7% | Added |
| Kingsview Wealth Management, LLC | 69,391 | $9.20M | 0.40% | +44,027+173.6% | Added |
| Prime Capital Investment Advisors, LLC | 69,715 | $9.24M | 0.35% | +1,571+2.3% | Added |
| Sequoia Financial Advisors, LLC | 69,791 | $9.25M | 0.23% | +4,736+7.3% | Added |
| Annex Advisory Services, LLC | 69,921 | $9.27M | 0.52% | +24,547+54.1% | Added |
| Fulton Breakefield Broenniman LLC | 70,257 | $9.32M | 0.83% | −4,751−6.3% | Reduced |
| Motley Fool Asset Management LLC | 70,533 | $9.35M | 1.05% | +47,644+208.2% | Added |
| Whittier Trust Co | 71,747 | $9.51M | 0.19% | −1,160−1.6% | Reduced |