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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 151,664 | $20.1M | 0.29% | −1,466−1.0% | Reduced |
| Panagora Asset Management Inc | 156,185 | $20.7M | 0.14% | +28,048+21.9% | Added |
| Morningstar Investment Services LLC | 150,199 | $20.8M | 0.28% | +357+0.2% | Added |
| Aureus Asset Management, LLC | 157,580 | $20.9M | 1.80% | +2,366+1.5% | Added |
| Westpac Banking Corp | 159,271 | $21.1M | 0.31% | −16,069−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 160,589 | $21.3M | 0.02% | −36,315−18.4% | Reduced |
| Hollencrest Capital Management | 161,664 | $21.4M | 2.65% | −2,918−1.8% | Reduced |
| Man Group plc | 162,313 | $21.5M | 0.08% | −27,782−14.6% | Reduced |
| Kempen Capital Management N.V. | 162,841 | $21.6M | 0.63% | +114,587+237.5% | Added |
| Heritage Investors Management Corp | 166,916 | $22.1M | 1.01% | +3,008+1.8% | Added |
| Scotia Capital Inc. | 167,719 | $22.2M | 0.17% | −73,243−30.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 169,034 | $22.4M | 0.19% | +23,496+16.1% | Added |
| Bank of Nova Scotia | 170,117 | $22.6M | 0.06% | −196,758−53.6% | Reduced |
| WestEnd Advisors, LLC | 170,871 | $22.7M | 0.74% | −35,952−17.4% | Reduced |
| Utah Retirement Systems | 171,032 | $22.7M | 0.36% | −1,600−0.9% | Reduced |
| Financial Counselors Inc | 171,741 | $22.8M | 0.51% | +30,451+21.6% | Added |
| Comerica Bank | 153,428 | $22.8M | 0.18% | +1,109+0.7% | Added |
| New York Life Investment Management LLC | 172,171 | $22.8M | 0.26% | +740+0.4% | Added |
| Gulf International Bank (UK) Ltd | 172,188 | $22.8M | 0.40% | −710−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 172,655 | $22.9M | 0.33% | −7,200−4.0% | Reduced |
| Brown Advisory Inc | 173,684 | $23.0M | 0.04% | −13,008−7.0% | Reduced |
| RMB Capital Management, LLC | 174,556 | $23.1M | 0.82% | +95,895+121.9% | Added |
| Magellan Asset Management Ltd | 174,613 | $23.2M | 0.20% | +9,875+6.0% | Added |
| Walleye Trading LLC | 177,276 | $23.5M | 0.59% | +111,962+171.4% | Added |
| Daiwa Securities Group Inc. | 143,462 | $23.5M | 0.18% | +11,025+8.3% | Added |
| Abeille Asset Management SA | 184,564 | $23.5M | 1.21% | −605−0.3% | Reduced |
| CIBC Asset Management Inc | 179,806 | $23.8M | 0.10% | −78,353−30.4% | Reduced |
| Hantz Financial Services, Inc. | 182,235 | $24.2M | 0.73% | +8,174+4.7% | Added |
| Nisa Investment Advisors, LLC | 183,014 | $24.3M | 0.19% | −26,049−12.5% | Reduced |
| IFM Investors Pty Ltd | 183,109 | $24.3M | 0.41% | +8,342+4.8% | Added |
| Summitry LLC | 184,927 | $24.5M | 1.80% | −9,328−4.8% | Reduced |
| Tredje AP-fonden | 185,846 | $24.6M | 0.42% | +15,658+9.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 187,397 | $24.8M | 1.88% | −12,066−6.0% | Reduced |
| Gateway Investment Advisers LLC | 187,611 | $24.9M | 0.31% | −92,953−33.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 189,264 | $25.1M | 0.48% | +4,577+2.5% | Added |
| Mogy Joel R Investment Counsel Inc | 196,789 | $26.1M | 2.61% | +1,684+0.9% | Added |
| Honeycomb Asset Management LP | 200,000 | $26.5M | 8.06% | +200,000 | New |
| Qube Research & Technologies Ltd | 200,433 | $26.6M | 0.16% | +4,775+2.4% | Added |
| ING Groep NV | 200,729 | $26.6M | 0.27% | −97,222−32.6% | Reduced |
| Long Path Partners LP | 201,410 | $26.7M | 11.61% | −1,406−0.7% | Reduced |
| Vontobel Holding Ltd. | 208,224 | $26.8M | 0.27% | +4,560+2.2% | Added |
| Rafferty Asset Management, LLC | 203,944 | $27.0M | 0.23% | +37,252+22.3% | Added |
| Creative Planning | 204,138 | $27.1M | 0.04% | +18,062+9.7% | Added |
| Windward Capital Management Co | 206,446 | $27.4M | 2.97% | −1,104−0.5% | Reduced |
| Gofen & Glossberg LLC | 209,776 | $27.8M | 0.71% | −6,418−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 212,066 | $28.1M | 0.15% | −138,639−39.5% | Reduced |
| Invenomic Capital Management LP | 213,467 | $28.3M | 2.05% | +159,680+296.9% | Added |
| Bartlett & Co. LLC | 214,229 | $28.4M | 0.57% | −45,145−17.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 214,229 | $28.4M | 0.57% | −45,145−17.4% | Reduced |
| Greenlea Lane Capital Management, LLC | 214,405 | $28.4M | 13.53% | −96,050−30.9% | Reduced |
| Baird Financial Group, Inc. | 214,813 | $28.5M | 0.08% | −17,402−7.5% | Reduced |
| Janney Montgomery Scott LLC | 215,989 | $28.6M | 0.11% | −12,957−5.7% | Reduced |
| Worldquant Millennium Advisors LLC | 216,893 | $28.8M | 0.66% | +171,290+375.6% | Added |
| King Luther Capital Management Corp | 220,509 | $29.2M | 0.16% | −125,127−36.2% | Reduced |
| La Banque Postale Asset Management SA | 222,179 | $29.5M | 0.84% | +222,179 | New |
| TenCore Partners, LP | 222,965 | $29.6M | 10.68% | −108,507−32.7% | Reduced |
| Employees Retirement System of Texas | 223,000 | $29.6M | 0.43% | +90,000+67.7% | Added |
| Ithaka Group LLC | 223,420 | $29.6M | 3.40% | +102,003+84.0% | Added |
| Motley Fool Wealth Management, LLC | 224,757 | $29.8M | 2.07% | −5,626−2.4% | Reduced |
| Nissay Asset Management Corp | 224,978 | $29.8M | 0.29% | −48,760−17.8% | Reduced |
| Maplelane Capital, LLC | 230,000 | $30.5M | 10.24% | +230,000 | New |
| Oppenheimer Asset Management Inc. | 232,701 | $30.9M | 0.50% | −34,263−12.8% | Reduced |
| TownSquare Capital, LLC | 233,584 | $31.0M | 0.77% | +26,707+12.9% | Added |
| Teacher Retirement System of Texas | 234,118 | $31.0M | 0.23% | −78,292−25.1% | Reduced |
| EULAV Asset Management | 235,400 | $31.2M | 1.34% | −9,000−3.7% | Reduced |
| Mariner, LLC | 237,471 | $31.5M | 0.10% | +32,182+15.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 237,889 | $31.5M | 0.64% | +21,962+10.2% | Added |
| Prio Wealth Limited Partnership | 239,694 | $31.8M | 1.27% | −5,632−2.3% | Reduced |
| Banco Santander, S.A. | 240,231 | $31.9M | 0.47% | −28,586−10.6% | Reduced |
| Henshaw Capital LLC | 240,400 | $31.9M | 2.12% | 00.0% | Unchanged |
| Atmos Capital Gestao de Recursos Ltda. | 241,519 | $32.0M | 5.56% | −60,826−20.1% | Reduced |
| Glenmede Trust Co NA | 246,241 | $32.6M | 0.19% | +26,047+11.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 247,803 | $32.9M | 1.89% | −83,754−25.3% | Reduced |
| FDx Advisors, Inc. | 249,113 | $33.0M | 1.44% | −22,474−8.3% | Reduced |
| Nicholas Company, Inc. | 250,835 | $33.3M | 0.71% | +31,265+14.2% | Added |
| Natixis Investment Managers International | 253,649 | $33.6M | 2.51% | +251,444+11,403.4% | Added |
| Forsta Ap-Fonden | 253,747 | $33.6M | 0.38% | +39,200+18.3% | Added |
| Phoenix Holdings Ltd. | 258,924 | $34.3M | 0.67% | −181,756−41.2% | Reduced |
| Amalgamated Bank | 260,614 | $34.6M | 0.31% | +5,651+2.2% | Added |
| Valiant Capital Management, L.P. | 263,536 | $34.9M | 8.35% | +10,200+4.0% | Added |
| Commonwealth Equity Services, LLC | 263,942 | $35.0M | 0.08% | −40,795−13.4% | Reduced |
| Bristol John W & Co Inc | 265,084 | $35.1M | 0.84% | +265,084 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 265,877 | $35.3M | 0.24% | −354,477−57.1% | Reduced |
| MetLife Investment Management | 268,599 | $35.6M | 0.27% | −3,403−1.3% | Reduced |
| Pinebridge Investments, L.P. | 269,336 | $35.7M | 0.43% | +17,955+7.1% | Added |
| State of Michigan Retirement System | 271,743 | $36.0M | 0.25% | +2,400+0.9% | Added |
| Arizona State Retirement System | 272,471 | $36.1M | 0.35% | +2,299+0.9% | Added |
| Chicago Capital, LLC | 273,927 | $36.3M | 2.01% | −31,728−10.4% | Reduced |
| Cerity Partners LLC | 277,074 | $36.7M | 0.24% | +197,255+247.1% | Added |
| Petrus Trust Company, LTA | 279,300 | $37.0M | 4.70% | +74,027+36.1% | Added |
| Mar Vista Investment Partners LLC | 279,572 | $37.1M | 1.66% | −23,952−7.9% | Reduced |
| Fifth Third Bancorp | 279,579 | $37.1M | 0.18% | −102,945−26.9% | Reduced |
| Locust Wood Capital Advisers, LLC | 280,374 | $37.2M | 2.60% | +16,970+6.4% | Added |
| HighTower Advisors, LLC | 286,981 | $38.1M | 0.09% | −35,153−10.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 289,914 | $38.4M | 0.85% | +275,154+1,864.2% | Added |
| Primecap Management Co | 289,800 | $38.4M | 0.04% | 00.0% | Unchanged |
| Cooper Investors Pty Ltd | 292,637 | $38.8M | 3.65% | +43,593+17.5% | Added |
| Caisse de Depot Et Placement du Quebec | 294,231 | $39.0M | 0.12% | −567,000−65.8% | Reduced |
| American International Group, Inc. | 295,722 | $39.2M | 0.27% | −10,190−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 296,955 | $39.4M | 0.08% | +19,400+7.0% | Added |