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 |
|---|---|---|---|---|---|
| CCM Investment Advisers LLC | 71,950 | $9.54M | 1.52% | +71,950 | New |
| Covea Finance | 73,706 | $9.77M | 0.49% | −107,455−59.3% | Reduced |
| Synovus Financial Corp | 74,377 | $9.86M | 0.11% | +326+0.4% | Added |
| Bridgecreek Investment Management, LLC | 74,385 | $9.86M | 2.20% | −1,150−1.5% | Reduced |
| Yarbrough Capital, LLC | 74,967 | $9.94M | 0.79% | −1,201−1.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $9.94M | 0.15% | −25,000−25.0% | Reduced |
| Hartford Investment Management Co | 75,168 | $9.97M | 0.30% | −22,160−22.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 75,237 | $9.98M | 1.54% | −13,495−15.2% | Reduced |
| Maryland State Retirement & Pension System | 75,744 | $10.0M | 0.29% | +75,744 | New |
| Norinchukin Bank, The | 76,329 | $10.1M | 0.22% | −12,844−14.4% | Reduced |
| Kadensa Capital Ltd | 77,034 | $10.2M | 3.06% | +7,335+10.5% | Added |
| Oregon Public Employees Retirement Fund | 77,097 | $10.2M | 0.13% | +1,039+1.4% | Added |
| Elo Mutual Pension Insurance Co | 77,412 | $10.3M | 0.35% | +2,763+3.7% | Added |
| Marshall Wace, LLP | 77,435 | $10.3M | 0.03% | −73,056−48.5% | Reduced |
| Mizuho Markets Cayman LP | 77,965 | $10.3M | 1.41% | −2,844−3.5% | Reduced |
| Kentucky Retirement Systems | 78,228 | $10.4M | 0.41% | +341+0.4% | Added |
| Channing Capital Management, LLC | 79,217 | $10.5M | 0.33% | +13,924+21.3% | Added |
| Trillium Asset Management, LLC | 79,466 | $10.5M | 0.32% | −320−0.4% | Reduced |
| Paragon Capital Management Ltd | 79,617 | $10.6M | 2.81% | +97+0.1% | Added |
| Harvest Portfolios Group Inc. | 79,948 | $10.6M | 0.61% | +79,948 | New |
| Securian Asset Management, Inc | 82,210 | $10.9M | 0.30% | −946−1.1% | Reduced |
| MML Investors Services, LLC | 82,376 | $10.9M | 0.07% | +9,272+12.7% | Added |
| Amica Mutual Insurance Co | 83,320 | $11.0M | 1.40% | +14,793+21.6% | Added |
| RDST Capital LLC | 84,650 | $11.2M | 6.86% | +73,250+642.5% | Added |
| Davidson Investment Advisors | 85,141 | $11.3M | 0.88% | +783+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 85,507 | $11.3M | 0.64% | −2,131−2.4% | Reduced |
| Front Barnett Associates LLC | 86,006 | $11.4M | 1.44% | −2,159−2.4% | Reduced |
| PEAK6 Investments LLC | 86,587 | $11.5M | 0.63% | −16,198−15.8% | Reduced |
| Herr Investment Group LLC | 87,512 | $11.6M | 2.20% | +87,512 | New |
| Pittenger & Anderson Inc | 87,661 | $11.6M | 0.64% | −3,281−3.6% | Reduced |
| Perigon Wealth Management, LLC | 87,867 | $11.7M | 0.72% | −4,120−4.5% | Reduced |
| Kingdon Capital Management, L.L.C. | 87,900 | $11.7M | 3.03% | +87,900 | New |
| British Columbia Investment Management Corp | 88,676 | $11.8M | 0.13% | −9,814−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 88,696 | $11.8M | 0.20% | −9,618−9.8% | Reduced |
| AE Wealth Management LLC | 89,767 | $11.9M | 0.09% | +2,519+2.9% | Added |
| Chilton Capital Management LLC | 90,573 | $12.0M | 0.75% | −2,436−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 90,849 | $12.0M | 0.28% | −8,854−8.9% | Reduced |
| Boston Family Office LLC | 92,088 | $12.2M | 1.01% | −8,339−8.3% | Reduced |
| United Capital Financial Advisers, LLC | 92,248 | $12.2M | 0.07% | −39,515−30.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 93,689 | $12.4M | 0.21% | −51,429−35.4% | Reduced |
| Acadian Asset Management LLC | 94,369 | $12.5M | 0.06% | +60,671+180.0% | Added |
| TCTC Holdings, LLC | 94,447 | $12.5M | 0.51% | −1,093−1.1% | Reduced |
| Cetera Advisors LLC | 95,673 | $12.7M | 0.23% | +3,439+3.7% | Added |
| CWM, LLC | 96,768 | $12.8M | 0.09% | −15,133−13.5% | Reduced |
| Pictet & Cie (Europe) SA | 96,898 | $12.8M | 0.63% | −7,918−7.6% | Reduced |
| MMBG Investment Advisors Co. | 97,204 | $12.9M | 1.71% | −252−0.3% | Reduced |
| Thematics Asset Management | 99,136 | $13.1M | 0.80% | +99,136 | New |
| Cambridge Trust Co | 101,067 | $13.4M | 0.60% | −7,144−6.6% | Reduced |
| NS Partners Ltd | 101,706 | $13.5M | 0.81% | +282+0.3% | Added |
| MayTech Global Investments, LLC | 101,832 | $13.5M | 4.48% | +8,838+9.5% | Added |
| Thomasville National Bank | 102,470 | $13.6M | 1.57% | +30,449+42.3% | Added |
| Tokio Marine Asset Management Co Ltd | 105,800 | $14.0M | 1.09% | −2,271−2.1% | Reduced |
| Boston Common Asset Management, LLC | 106,273 | $14.1M | 0.67% | −30,163−22.1% | Reduced |
| ClariVest Asset Management LLC | 106,423 | $14.1M | 0.68% | −2,720−2.5% | Reduced |
| Greenleaf Trust | 106,555 | $14.1M | 0.18% | +806+0.8% | Added |
| Howard Capital Management Group, LLC | 106,642 | $14.1M | 1.70% | −6,885−6.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 106,892 | $14.2M | 0.57% | −3,569−3.2% | Reduced |
| Kestra Advisory Services, LLC | 107,896 | $14.3M | 0.13% | −10,573−8.9% | Reduced |
| Guinness Asset Management LTD | 110,100 | $14.6M | 0.41% | +1,206+1.1% | Added |
| Gotham Asset Management, LLC | 111,068 | $14.7M | 0.41% | +36,242+48.4% | Added |
| Group One Trading, L.P. | 112,295 | $14.9M | 0.50% | +39,770+54.8% | Added |
| Brinker Capital Investments, LLC | 112,585 | $14.9M | 0.30% | −10,672−8.7% | Reduced |
| Wesbanco Bank Inc | 113,661 | $15.1M | 0.67% | +32,181+39.5% | Added |
| Cornerstone Advisors, LLC | 115,000 | $15.2M | 0.75% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 115,660 | $15.3M | 0.29% | −92,884−44.5% | Reduced |
| Capula Management Ltd | 115,980 | $15.4M | 1.59% | +115,980 | New |
| Czech National Bank | 117,037 | $15.5M | 0.41% | +1,404+1.2% | Added |
| Ami Asset Management Corp | 117,157 | $15.5M | 1.09% | −76,093−39.4% | Reduced |
| Cetera Advisor Networks LLC | 118,631 | $15.7M | 0.13% | +31,960+36.9% | Added |
| Silvant Capital Management LLC | 118,876 | $15.8M | 1.12% | −3,149−2.6% | Reduced |
| Stephens Inc | 118,990 | $15.8M | 0.32% | −18,767−13.6% | Reduced |
| Light Street Capital Management, LLC | 119,286 | $15.8M | 5.90% | −16,277−12.0% | Reduced |
| Orbis Allan Gray Ltd | 122,012 | $16.2M | 0.13% | −10,303−7.8% | Reduced |
| Pinnacle Financial Partners Inc | 124,418 | $16.5M | 0.48% | +13,670+12.3% | Added |
| Steel Peak Wealth Management LLC | 124,733 | $16.5M | 1.22% | −958−0.8% | Reduced |
| NewEdge Wealth, LLC | 127,710 | $16.9M | 0.73% | +10,433+8.9% | Added |
| Crosslink Capital Inc | 128,755 | $17.1M | 4.12% | −17,390−11.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 130,057 | $17.2M | 0.25% | +21,439+19.7% | Added |
| M&T Bank Corp | 130,784 | $17.3M | 0.07% | −5,733−4.2% | Reduced |
| Guggenheim Capital LLC | 131,450 | $17.4M | 0.15% | −4,283−3.2% | Reduced |
| Regions Financial Corp | 131,467 | $17.4M | 0.16% | −5,590−4.1% | Reduced |
| Bloom Tree Partners, LLC | 132,706 | $17.6M | 9.35% | 00.0% | Unchanged |
| Kinney Asset Management, LLC | 135,721 | $18.0M | 13.89% | +135,721 | New |
| Crestwood Advisors Group LLC | 137,042 | $18.2M | 0.62% | −73,528−34.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 139,247 | $18.5M | 0.10% | −23,440−14.4% | Reduced |
| CIBC World Markets Inc. | 139,719 | $18.5M | 0.07% | −30,181−17.8% | Reduced |
| State of Alaska, Department of Revenue | 139,978 | $18.6M | 0.23% | +1,845+1.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 140,000 | $18.6M | 1.05% | +15,000+12.0% | Added |
| Factory Mutual Insurance Co | 140,900 | $18.7M | 0.28% | 00.0% | Unchanged |
| Texas Permanent School Fund | 142,080 | $18.8M | 0.29% | +1,294+0.9% | Added |
| Vancity Investment Management Ltd | 142,113 | $18.8M | 2.82% | +2,545+1.8% | Added |
| Mutual of America Capital Management LLC | 142,840 | $18.9M | 0.24% | +5,078+3.7% | Added |
| Baader Bank INC | 143,000 | $19.0M | 1.74% | +21,559+17.8% | Added |
| Lannebo Fonder AB | 145,000 | $19.2M | 3.69% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 145,251 | $19.3M | 0.51% | −5,402−3.6% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $19.3M | 2.13% | −30,000−17.1% | Reduced |
| Xponance, Inc. | 146,662 | $19.4M | 0.32% | +21,898+17.6% | Added |
| Yousif Capital Management, LLC | 147,236 | $19.5M | 0.26% | +7,459+5.3% | Added |
| Becker Capital Management Inc | 148,591 | $19.7M | 0.92% | +15,382+11.5% | Added |
| Swiss Life Asset Management Ltd | 149,219 | $19.8M | 0.33% | +5,022+3.5% | Added |