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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 467 | $61.9K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 468 | $62.1K | 0.02% | +468 | New |
| Johnson Financial Group, Inc. | 480 | $63.6K | 0.01% | +87+22.1% | Added |
| Sonnipe Ltd | 486 | $64.4K | 0.01% | +486 | New |
| FNY Investment Advisers, LLC | 500 | $66.0K | 0.09% | +475+1,900.0% | Added |
| First Command Bank | 505 | $67.0K | 0.01% | −245−32.7% | Reduced |
| First Command Financial Services, Inc. | 505 | $67.0K | 0.01% | −245−32.7% | Reduced |
| CVA Family Office, LLC | 509 | $67.5K | 0.02% | +179+54.2% | Added |
| Abound Wealth Management | 511 | $67.8K | 0.03% | +32+6.7% | Added |
| Covestor Ltd | 513 | $68.0K | 0.06% | −46−8.2% | Reduced |
| Pin Oak Investment Advisors Inc | 510 | $68.0K | 0.08% | +65+14.6% | Added |
| West Oak Capital, LLC | 525 | $70.0K | 0.04% | −150−22.2% | Reduced |
| Earnest Partners LLC | 536 | $71.1K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 555 | $73.6K | 0.04% | +555 | New |
| Kessler Investment Group, LLC | 554 | $74.0K | 0.08% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 563 | $74.6K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 570 | $75.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 585 | $78.0K | 0.02% | −41−6.5% | Reduced |
| Vestor Capital, LLC | 628 | $83.0K | 0.01% | +78+14.2% | Added |
| Deseret Mutual Benefit Administrators | 633 | $83.9K | 0.03% | −333−34.5% | Reduced |
| Optimum Investment Advisors | 635 | $84.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 588 | $86.1K | 0.04% | +588 | New |
| Baldwin Brothers Inc | 669 | $88.7K | 0.01% | −1,553−69.9% | Reduced |
| Affiance Financial, LLC | 675 | $89.5K | 0.04% | +675 | New |
| Kayne Anderson Rudnick Investment Management LLC | 678 | $89.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 680 | $90.2K | 0.03% | −476−41.2% | Reduced |
| Corrado Advisors, LLC | 680 | $90.2K | 0.06% | +680 | New |
| Focused Wealth Management, Inc | 694 | $92.0K | 0.02% | −156−18.4% | Reduced |
| Blume Capital Management, Inc. | 700 | $92.8K | 0.03% | +100+16.7% | Added |
| Tobam | 706 | $94.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 719 | $95.0K | 0.00% | −557−43.7% | Reduced |
| Core Alternative Capital | 719 | $95.3K | 0.01% | −718−50.0% | Reduced |
| TFC Financial Management | 757 | $100.4K | 0.03% | −8−1.0% | Reduced |
| Freedom Wealth Alliance, LLC | 764 | $101.3K | 0.14% | +764 | New |
| Baker Avenue Asset Management, LP | 775 | $102.8K | 0.01% | −5,387−87.4% | Reduced |
| West Paces Advisors Inc. | 775 | $102.8K | 0.03% | −77−9.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $103.2K | 0.08% | +16+2.1% | Added |
| Wellington Shields & Co., LLC | 781 | $103.6K | 0.02% | −250−24.2% | Reduced |
| Bank of New Hampshire | 801 | $106.0K | 0.03% | −175−17.9% | Reduced |
| Colonial Trust Co | 826 | $109.5K | 0.03% | +826 | New |
| City Holding Co | 848 | $112.4K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 879 | $116.5K | 0.02% | −111−11.2% | Reduced |
| Union Investments & Development Ltd. | 700 | $117.6K | 0.07% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 942 | $124.9K | 0.00% | +262+38.5% | Added |
| CoreFirst Bank & Trust | 956 | $126.8K | 0.10% | −664−41.0% | Reduced |
| Sittner & Nelson, LLC | 956 | $126.8K | 0.08% | −80−7.7% | Reduced |
| Phocas Financial Corp. | 960 | $127.3K | 0.02% | +960 | New |
| American State Bank (Iowa) | 965 | $127.9K | 0.10% | +965 | New |
| Front Row Advisors LLC | 981 | $130.0K | 0.07% | −200−16.9% | Reduced |
| Citizens National Bank Trust Department | 990 | $131.0K | 0.04% | −80−7.5% | Reduced |
| Price Jennifer C. | 1,000 | $132.6K | 0.03% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,010 | $133.9K | 0.37% | −4,545−81.8% | Reduced |
| Ancora Advisors, LLC | 1,012 | $134.0K | 0.00% | −500−33.1% | Reduced |
| Arcadia Investment Management Corp | 1,028 | $136.3K | 0.03% | +485+89.3% | Added |
| LFA - Lugano Financial Advisors SA | 1,038 | $137.6K | 0.10% | −976−48.5% | Reduced |
| Hexagon Capital Partners LLC | 1,046 | $138.7K | 0.04% | −689−39.7% | Reduced |
| AllSquare Wealth Management LLC | 1,046 | $138.7K | 0.10% | −415−28.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $139.0K | 0.22% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,047 | $139.0K | 0.02% | −7−0.7% | Reduced |
| Beacon Capital Management, LLC | 1,050 | $139.2K | 0.05% | +1,007+2,341.9% | Added |
| Benjamin Edwards Inc | 1,060 | $141.0K | 0.04% | +45+4.4% | Added |
| North Star Investment Management Corp. | 1,069 | $141.7K | 0.01% | +30+2.9% | Added |
| Picton Mahoney Asset Management | 1,127 | $150.0K | 0.01% | +1,127 | New |
| Emfo, LLC | 1,163 | $154.2K | 0.15% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,175 | $156.0K | 0.08% | +20+1.7% | Added |
| Mondrian Investment Partners LTD | 1,176 | $156.0K | 0.00% | +1,176 | New |
| Atlantic Trust, LLC | 1,190 | $158.0K | 0.05% | +389+48.6% | Added |
| Oakworth Capital, Inc. | 1,204 | $159.6K | 0.02% | −1−0.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,255 | $166.4K | 0.09% | +1,255 | New |
| CoreCap Advisors, LLC | 1,257 | $166.7K | 0.01% | +1,257 | New |
| JJJ Advisors Inc. | 1,116 | $167.0K | 0.05% | +598+115.4% | Added |
| Farther Finance Advisors, LLC | 1,270 | $168.4K | 0.07% | +1,270 | New |
| Creative Financial Designs Inc | 1,287 | $170.6K | 0.03% | −3,387−72.5% | Reduced |
| Heritage Wealth Advisors | 1,329 | $176.2K | 0.01% | −123−8.5% | Reduced |
| CNB Bank | 1,358 | $180.1K | 0.11% | +3+0.2% | Added |
| Adirondack Trust Co | 1,379 | $182.8K | 0.09% | +17+1.2% | Added |
| Traynor Capital Management, Inc. | 1,401 | $185.7K | 0.03% | −1,124−44.5% | Reduced |
| Cypress Capital Management LLC (WY) | 1,420 | $188.3K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,424 | $188.8K | 0.08% | +1,424 | New |
| City State Bank | 1,432 | $190.0K | 0.12% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,474 | $195.4K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,489 | $197.4K | 0.01% | +24+1.6% | Added |
| Zullo Investment Group, Inc. | 1,499 | $198.8K | 0.12% | +26+1.8% | Added |
| Mengis Capital Management, Inc. | 1,510 | $200.0K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,512 | $200.5K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,513 | $201.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,356 | $201.0K | 0.08% | +1,356 | New |
| Financial Partners Group, Inc | 1,176 | $201.2K | 0.04% | +1,176 | New |
| Sitrin Capital Management LLC | 1,518 | $201.3K | 0.13% | −23,662−94.0% | Reduced |
| Waters Parkerson & Co., LLC | 1,522 | $202.0K | 0.01% | −600−28.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,526 | $202.3K | 0.03% | −300−16.4% | Reduced |
| Pathway Financial Advisors LLC | 1,532 | $203.1K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,534 | $203.4K | 0.05% | +1,534 | New |
| Well Done, LLC | 1,536 | $203.6K | 0.04% | −168−9.9% | Reduced |
| JNBA Financial Advisors | 1,536 | $203.7K | 0.03% | −100−6.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,536 | $203.7K | 0.10% | +1,536 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $203.9K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,537 | $204.0K | 0.03% | −430−21.9% | Reduced |
| QCM Cayman, Ltd. | 1,541 | $204.3K | 3.14% | +1,541 | New |
| Lakeview Capital Partners, LLC | 1,242 | $204.6K | 0.07% | −158−11.3% | Reduced |