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 |
|---|---|---|---|---|---|
| Waypoint Wealth Partners Inc. | 1,545 | $204.9K | 0.08% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,549 | $205.0K | 0.01% | −484−23.8% | Reduced |
| Strategic Investment Advisors | 1,547 | $205.1K | 0.04% | +1,547 | New |
| Lake Street Financial LLC | 1,548 | $205.2K | 0.04% | −836−35.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,461 | $207.8K | 0.02% | −43−2.9% | Reduced |
| Journey Strategic Wealth LLC | 1,573 | $208.6K | 0.02% | +1,573 | New |
| Weybosset Research & Management LLC | 1,575 | $209.0K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,578 | $209.2K | 0.08% | +17+1.1% | Added |
| Affinity Capital Advisors, LLC | 1,578 | $209.2K | 0.07% | +153+10.7% | Added |
| Delphia (USA) Inc. | 1,580 | $209.5K | 0.24% | −398−20.1% | Reduced |
| State of Wyoming | 1,592 | $211.1K | 0.07% | +1,590+79,500.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,593 | $211.2K | 0.04% | −1,369−46.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,593 | $211.2K | 0.03% | +1,593 | New |
| Capital Performance Advisors LLP | 1,600 | $212.1K | 0.12% | −25−1.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,600 | $212.1K | 0.03% | +1,600 | New |
| Semus Wealth Partners LLC | 1,603 | $212.5K | 0.26% | +1,603 | New |
| Hyperion Partners, LLC | 1,608 | $213.2K | 0.20% | +1,608 | New |
| Itau Unibanco Holding S.A. | 1,618 | $214.4K | 0.01% | +913+129.5% | Added |
| Centurion Wealth Management LLC | 1,618 | $214.5K | 0.12% | +1,618 | New |
| Sovereign Financial Group, Inc. | 1,618 | $214.5K | 0.08% | +1,618 | New |
| 626 Financial, LLC | 1,632 | $216.4K | 0.15% | +1,632 | New |
| LJI Wealth Management, LLC | 1,634 | $216.7K | 0.08% | +1,634 | New |
| Trail Ridge Investment Advisors, LLC | 1,635 | $216.8K | 0.15% | −34−2.0% | Reduced |
| Lebenthal Global Advisors, LLC | 1,644 | $218.0K | 0.07% | +40+2.5% | Added |
| Vise Technologies, Inc. | 1,645 | $218.1K | 0.07% | +154+10.3% | Added |
| Pacific Sage Partners, LLC | 1,648 | $218.5K | 0.07% | +1,648 | New |
| Evermay Wealth Management LLC | 1,649 | $218.6K | 0.04% | −200−10.8% | Reduced |
| Global Trust Asset Management, LLC | 1,651 | $218.9K | 0.11% | −438−21.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,656 | $219.5K | 0.08% | −117−6.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $219.6K | 0.65% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,658 | $219.9K | 0.02% | +7+0.4% | Added |
| Tompkins Financial Corp | 1,661 | $221.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,673 | $221.8K | 0.07% | −822−32.9% | Reduced |
| McDaniel Terry & Co | 1,676 | $222.0K | 0.03% | −2,398−58.9% | Reduced |
| First Heartland Consultants, Inc. | 1,682 | $223.0K | 0.04% | +1,682 | New |
| Zacks Investment Management | 1,688 | $223.8K | 0.00% | −103,302−98.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,699 | $225.3K | 0.12% | −57−3.2% | Reduced |
| Corton Capital Inc. | 1,702 | $225.7K | 0.19% | −240−12.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,710 | $226.7K | 0.01% | +16+0.9% | Added |
| Keel Point, LLC | 1,712 | $227.0K | 0.04% | −83−4.6% | Reduced |
| Bigelow Investment Advisors, LLC | 1,717 | $227.7K | 0.13% | +44+2.6% | Added |
| WMS Partners, LLC | 1,720 | $228.1K | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,547 | $229.7K | 0.12% | +64+4.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,733 | $229.8K | 0.08% | −259−13.0% | Reduced |
| Machina Capital S.A.S. | 1,743 | $231.1K | 0.43% | −647−27.1% | Reduced |
| Private Portfolio Partners LLC | 1,747 | $231.6K | 0.06% | −25−1.4% | Reduced |
| First Capital Advisors Group, LLC. | 1,750 | $232.0K | 0.16% | −207−10.6% | Reduced |
| PDS Planning, Inc | 1,751 | $232.2K | 0.04% | −266−13.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,751 | $232.2K | 0.26% | +43+2.5% | Added |
| Modera Wealth Management, LLC | 1,755 | $232.7K | 0.01% | +22+1.3% | Added |
| Alliance Wealth Advisors, LLC | 1,758 | $233.1K | 0.19% | +118+7.2% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $233.4K | 0.38% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,762 | $233.6K | 0.03% | +1,762 | New |
| Delta Financial Advisors LLC | 1,775 | $235.3K | 0.11% | −1,100−38.3% | Reduced |
| Magnus Financial Group LLC | 1,778 | $235.7K | 0.04% | +267+17.7% | Added |
| Beaumont Financial Advisors, LLC | 1,781 | $236.1K | 0.02% | +1,781 | New |
| Fidelis Capital Partners, LLC | 1,614 | $237.4K | 0.28% | +1,614 | New |
| Peninsula Wealth, LLC | 1,792 | $237.6K | 0.07% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 1,793 | $237.6K | 0.01% | −3,737−67.6% | Reduced |
| Proficio Capital Partners LLC | 2,095 | $237.7K | 0.05% | +299+16.6% | Added |
| Worth Financial Advisory Group, LLC | 1,795 | $238.0K | 0.28% | +1,795 | New |
| Cubic Asset Management, LLC | 1,800 | $238.7K | 0.07% | 00.0% | Unchanged |
| Jenkins Wealth | 1,800 | $238.7K | 0.10% | +1,800 | New |
| Main Street Research LLC | 1,802 | $238.9K | 0.06% | −255−12.4% | Reduced |
| Ethos Financial Group, LLC | 1,808 | $239.7K | 0.08% | +1,808 | New |
| McDonald Partners LLC | 1,818 | $241.0K | 0.08% | −166−8.4% | Reduced |
| Salvus Wealth Management, LLC | 1,820 | $241.3K | 0.22% | −230−11.2% | Reduced |
| Jeppson Wealth Management, LLC | 1,822 | $241.6K | 0.10% | −922−33.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,823 | $241.7K | 0.06% | +149+8.9% | Added |
| Strategy Asset Managers LLC | 1,827 | $242.0K | 0.06% | −83−4.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,830 | $242.6K | 0.27% | +395+27.5% | Added |
| Hodges Capital Management Inc. | 1,850 | $245.0K | 0.02% | −1,300−41.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,848 | $245.0K | 0.07% | −298−13.9% | Reduced |
| Accel Wealth Management | 1,865 | $247.3K | 0.12% | −100−5.1% | Reduced |
| Austin Private Wealth, LLC | 1,873 | $248.3K | 0.04% | −62−3.2% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $249.3K | 0.13% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 1,882 | $249.5K | 0.07% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,883 | $249.7K | 0.19% | −126−6.3% | Reduced |
| IFG Advisory, LLC | 1,893 | $250.0K | 0.02% | −1,380−42.2% | Reduced |
| MQS Management LLC | 1,886 | $250.1K | 0.17% | +1,886 | New |
| Bulltick Wealth Management, LLC | 1,895 | $251.3K | 0.07% | +1,895 | New |
| Synergy Financial Group, LTD | 1,900 | $251.9K | 0.50% | −1,190−38.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,910 | $253.0K | 0.10% | +222+13.2% | Added |
| Naples Global Advisors, LLC | 1,909 | $253.1K | 0.03% | +341+21.7% | Added |
| Future Fund LLC | 1,912 | $253.5K | 1.07% | +68+3.7% | Added |
| Aevitas Wealth Management, Inc. | 1,914 | $253.8K | 0.15% | +250+15.0% | Added |
| Meitav Dash Investments Ltd | 1,915 | $253.9K | 0.00% | +1,915 | New |
| Eudaimonia Partners, LLC | 1,915 | $253.9K | 0.06% | −171−8.2% | Reduced |
| Schear Investment Advisers, LLC | 1,915 | $253.9K | 0.31% | +1,915 | New |
| Twin Focus Capital Partners, LLC | 1,920 | $254.6K | 0.05% | −48−2.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,921 | $254.7K | 0.14% | −699−26.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,923 | $255.0K | 0.16% | −225−10.5% | Reduced |
| Sargent Bickham Lagudis LLC | 1,925 | $255.2K | 0.02% | −326−14.5% | Reduced |
| Trustmark National Bank Trust Department | 1,930 | $255.9K | 0.02% | −1,270−39.7% | Reduced |
| M&R Capital Management Inc | 1,934 | $256.4K | 0.07% | −205−9.6% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $256.4K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,941 | $257.4K | 0.16% | +49+2.6% | Added |
| Polaris Wealth Advisory Group, LLC | 1,783 | $258.4K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,939 | $258.9K | 0.08% | −115−5.6% | Reduced |
| Inscription Capital, LLC | 1,953 | $258.9K | 0.09% | −180−8.4% | Reduced |