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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; 2,491 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.

Institutional holdersQ4 2022: 2,027 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ4 2022: $100.8B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2022.

Institutions holding CRM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Byrne Asset Management LLC110$14.6K0.01%+65+144.4%Added
Cedar Mountain Advisors, LLC111$14.7K0.00%00.0%Unchanged
Rational Advisors LLC112$14.8K0.00%00.0%Unchanged
Old North State Trust, LLC114$15.0K0.01%00.0%Unchanged
Tucker Asset Management LLC119$15.8K0.01%00.0%Unchanged
Arlington Partners LLC120$15.9K0.00%−1,239−91.2%Reduced
HHM Wealth Advisors, LLC126$16.7K0.00%−25−16.6%Reduced
Private Ocean, LLC127$16.8K0.00%+21+19.8%Added
CarsonAllaria Wealth Management, Ltd.130$17.0K0.01%−37−22.2%Reduced
First PREMIER Bank130$17.0K0.01%−23−15.0%Reduced
Northwest Investment Counselors, LLC139$18.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC690$19.0K0.00%+465+206.7%Added
Pflug Koory, LLC145$19.0K0.01%00.0%Unchanged
Bellevue Asset Management, LLC145$19.0K0.01%−10−6.5%Reduced
Armstrong Advisory Group, Inc150$19.9K0.00%+150New
Slocum, Gordon & Co LLP150$19.9K0.01%+150New
Raffa Wealth Management, LLC159$21.1K0.01%+10+6.7%Added
Madden Securities Corp161$21.3K0.01%+161New
Perkins Coie Trust Co164$21.7K0.01%−38−18.8%Reduced
Moisand Fitzgerald Tamayo, LLC164$21.7K0.00%−162−49.7%Reduced
McCarthy Grittinger Financial Group, LLC165$21.9K0.01%00.0%Unchanged
Dakota Community Bank & Trust NA165$22.0K0.13%−295−64.1%Reduced
TD Ameritrade Investment Management, LLC171$23.0K0.00%+171New
Highline Wealth Partners LLC179$23.7K0.02%−50−21.8%Reduced
Coppell Advisory Solutions LLC180$23.9K0.01%+180New
Coppell Advisory Solutions Corp.180$23.9K0.01%+180New
Retirement Group, LLC182$24.0K0.01%+157+628.0%Added
Fairfield Financial Advisors, LTD190$25.2K0.01%00.0%Unchanged
Tortoise Investment Management, LLC198$26.3K0.00%−129−39.4%Reduced
Emerald Advisers, LLC200$26.5K0.00%00.0%Unchanged
Aspire Private Capital, LLC200$26.5K0.01%00.0%Unchanged
Caption Management, LLC200$26.5K0.00%+200New
Cohen & Steers, Inc.200$27.0K0.00%00.0%Unchanged
Rise Advisors, LLC205$27.2K0.02%−105−33.9%Reduced
Capital Directions Investment Advisors, LLC208$27.6K0.01%+208Added
Simplex Trading, LLC216$28.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.214$28.0K0.01%+168+365.2%Added
JCIC Asset Management Inc.224$30.0K0.01%00.0%Unchanged
MinichMacGregor Wealth Management, LLC232$30.8K0.01%+232New
Plante Moran Financial Advisors, LLC234$31.0K0.00%−150−39.1%Reduced
Oliver Lagore Vanvalin Investment Group236$31.2K0.02%+8+3.5%Added
Sugarloaf Wealth Management, LLC239$31.7K0.01%−249−51.0%Reduced
Tradewinds Capital Management, LLC244$32.4K0.02%+75+44.4%Added
Beaird Harris Wealth Management, LLC245$32.5K0.01%+244+24,400.0%Added
RWM Asset Management, LLC249$33.0K0.01%+38+18.0%Added
Advanced Asset Management Advisors Inc250$33.1K0.01%+250New
Macroview Investment Management LLC253$33.5K0.06%+210+488.4%Added
EWG Elevate Inc.253$33.5K0.02%+253New
CenterStar Asset Management, LLC–$34.0K0.06%––
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.260$34.0K0.30%+10+4.0%Added
Hartford Financial Management Inc.259$34.3K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.265$35.1K0.00%−73−21.6%Reduced
Trustcore Financial Services, LLC266$35.3K0.00%−500−65.3%Reduced
Ameliora Wealth Management Ltd.268$35.5K0.02%00.0%Unchanged
Live Oak Investment Partners–$35.8K0.03%–New
GHP Investment Advisors, Inc.270$35.8K0.00%+63+30.4%Added
JFS Wealth Advisors, LLC278$36.9K0.00%−8−2.8%Reduced
Banco de Sabadell, S.A900$37.0K0.03%00.0%Unchanged
Register Financial Advisors LLC284$37.7K0.02%+284New
Coastal Capital Group, Inc.264$38.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC291$38.6K0.01%−75−20.5%Reduced
GoalVest Advisory LLC291$38.6K0.02%00.0%Unchanged
Delta Asset Management LLC292$38.7K0.00%+292New
Global Financial Private Client, LLC293$38.8K0.02%00.0%Unchanged
Rock Creek Group, LP298$39.5K0.00%−176−37.1%Reduced
Logan Capital Management Inc298$39.5K0.00%−158−34.6%Reduced
Antonetti Capital Management LLC300$39.8K0.05%−150−33.3%Reduced
Founders Capital Management300$40.0K0.03%00.0%Unchanged
Portland Hill Asset Management Ltd311$41.0K0.11%00.0%Unchanged
MB, Levis & Associates, LLC311$41.2K0.03%+311New
QVR LLC313$41.5K0.06%−6,007−95.0%Reduced
McIlrath & Eck, LLC313$41.5K0.01%−20−6.0%Reduced
Bell Investment Advisors, Inc313$41.5K0.01%−11−3.4%Reduced
Rosenberg Matthew Hamilton319$42.3K0.01%−53−14.2%Reduced
3Chopt Investment Partners, LLC329$43.6K0.02%+329New
Estabrook Capital Management331$43.9K0.01%00.0%Unchanged
Column Capital Advisors, LLC333$44.2K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC334$44.3K0.03%+334New
First Personal Financial Services336$44.5K0.01%00.0%Unchanged
Mendota Financial Group, LLC337$44.7K0.06%+337New
Archer Investment Corp339$44.9K0.02%−333−49.6%Reduced
Community Bank, N.A.347$46.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC347$46.0K0.02%−2,007−85.3%Reduced
Hall Laurie J Trustee365$48.0K0.02%00.0%Unchanged
Addison Advisors LLC365$48.4K0.03%+135+58.7%Added
MV Capital Management, Inc.371$49.2K0.01%−194−34.3%Reduced
Atlas Capital Advisors LLC374$49.6K0.01%−67−15.2%Reduced
United Community Bank374$49.6K0.05%+374New
Eagle Bay Advisors LLC382$50.6K0.03%−33−8.0%Reduced
Tyler-Stone Wealth Management395$52.0K0.04%+150+61.2%Added
WFA Asset Management Corp400$53.0K0.03%00.0%Unchanged
Financial Connections Group, Inc.416$55.0K0.04%00.0%Unchanged
RFP Financial Group LLC430$57.0K0.03%+430New
Sanctuary Wealth Management, L.L.C.433$57.4K0.07%+433New
Householder Group Estate & Retirement Specialist, LLC438$58.0K0.09%+42+10.6%Added
Fiduciary Alliance LLC440$58.3K0.02%+440New
Manchester Capital Management LLC441$58.5K0.01%−12−2.6%Reduced
Paradigm Asset Management Co LLC450$59.7K0.02%−6,700−93.7%Reduced
Clean Yield Group461$61.1K0.03%+5+1.1%Added
Sound Income Strategies, LLC464$61.5K0.01%+21+4.7%Added