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 |
|---|---|---|---|---|---|
| Highview Capital Management LLC | 1,956 | $259.3K | 0.16% | −50−2.5% | Reduced |
| Hemenway Trust Co LLC | 1,971 | $261.3K | 0.03% | +11+0.6% | Added |
| AMG National Trust Bank | 1,990 | $263.9K | 0.01% | −2,031−50.5% | Reduced |
| Copperleaf Capital, LLC | 1,994 | $264.4K | 0.30% | +1,994 | New |
| SkyView Investment Advisors, LLC | 2,002 | $265.0K | 0.08% | −188−8.6% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $265.0K | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Services | 2,000 | $265.2K | 0.15% | +10+0.5% | Added |
| Lineweaver Wealth Advisors, LLC | 2,003 | $265.6K | 0.08% | +384+23.7% | Added |
| Prestige Wealth Management Group LLC | 2,006 | $266.0K | 0.07% | +1,583+374.2% | Added |
| Angeles Investment Advisors, LLC | 2,009 | $266.4K | 0.02% | +2,009 | New |
| Childress Capital Advisors, LLC | 2,038 | $270.2K | 0.09% | +291+16.7% | Added |
| Garner Asset Management Corp | 2,044 | $271.0K | 0.13% | 00.0% | Unchanged |
| GFG Capital, LLC | 2,048 | $271.5K | 0.06% | −4,259−67.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,051 | $271.9K | 0.09% | +390+23.5% | Added |
| Strengthening Families & Communities, LLC | 2,071 | $274.0K | 0.16% | −1,022−33.0% | Reduced |
| Crewe Advisors LLC | 2,077 | $275.4K | 0.04% | −23,804−92.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,081 | $275.9K | 0.02% | −14−0.7% | Reduced |
| Encompass Wealth Advisors, LLC | 2,085 | $276.4K | 0.10% | +237+12.8% | Added |
| Fulcrum Capital LLC | 2,089 | $277.0K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,091 | $277.2K | 0.01% | −4,265−67.1% | Reduced |
| Kavar Capital Partners Group, LLC | 2,093 | $277.5K | 0.06% | +100+5.0% | Added |
| Keystone Financial Group | 2,094 | $277.6K | 0.05% | −450−17.7% | Reduced |
| Prentice Wealth Management LLC | 2,098 | $278.2K | 0.14% | +205+10.8% | Added |
| Saiph Capital, LLC | 2,106 | $279.2K | 0.19% | −501−19.2% | Reduced |
| Drive Wealth Management, LLC | 2,120 | $281.1K | 0.14% | −805−27.5% | Reduced |
| Collective Family Office LLC | 2,124 | $281.6K | 0.13% | −11−0.5% | Reduced |
| Essex LLC | 2,128 | $282.2K | 0.09% | −67−3.1% | Reduced |
| Silver Oak Securities, Inc | 2,144 | $284.0K | 0.05% | +1,482+223.9% | Added |
| Blue Fin Capital, Inc. | 2,143 | $284.1K | 0.10% | −319−13.0% | Reduced |
| CX Institutional | 2,155 | $285.7K | 0.02% | −1,295−37.5% | Reduced |
| Boothbay Fund Management, LLC | 2,157 | $286.0K | 0.01% | −4,838−69.2% | Reduced |
| Angeles Wealth Management, LLC | 2,157 | $286.0K | 0.05% | −291−11.9% | Reduced |
| Ausdal Financial Partners, Inc. | 2,163 | $286.8K | 0.04% | −1,097−33.7% | Reduced |
| Trust Investment Advisors | 2,164 | $286.9K | 0.27% | −1,528−41.4% | Reduced |
| SageView Advisory Group, LLC | 2,172 | $288.0K | 0.02% | +2,172 | New |
| Valley National Advisers Inc | 1,997 | $289.0K | 0.05% | −14−0.7% | Reduced |
| Synergy Financial Management, LLC | 2,187 | $290.0K | 0.07% | +138+6.7% | Added |
| Chiron Capital Management, LLC | 2,200 | $291.7K | 0.20% | −50−2.2% | Reduced |
| L2 Asset Management, LLC | 2,202 | $292.0K | 0.19% | +284+14.8% | Added |
| Essex Financial Services, Inc. | 2,209 | $292.0K | 0.03% | −1,160−34.4% | Reduced |
| Bremer Bank National Association | 2,206 | $292.0K | 0.06% | −203−8.4% | Reduced |
| Redwood Financial Network Corp | 2,203 | $292.1K | 0.33% | +20+0.9% | Added |
| Redwood Investments, LLC | 2,208 | $292.8K | 0.04% | −39−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 2,208 | $292.8K | 0.17% | +2,208 | New |
| Premier Asset Management LLC | 2,210 | $293.0K | 0.37% | +2,210 | New |
| MRP Capital Investments, LLC | 2,222 | $294.6K | 0.33% | +2,222 | New |
| Interchange Capital Partners, LLC | 2,222 | $294.6K | 0.30% | +193+9.5% | Added |
| Legacy Advisors, LLC | 2,234 | $296.2K | 0.05% | −415−15.7% | Reduced |
| Greenwich Wealth Management LLC | 2,251 | $298.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,250 | $298.3K | 0.11% | −124−5.2% | Reduced |
| Sunflower Bank, N.A. | 2,260 | $299.0K | 0.07% | −333−12.8% | Reduced |
| David J Yvars Group | 2,260 | $299.7K | 0.38% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,256 | $300.0K | 0.00% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 2,263 | $300.1K | 0.08% | −1,196−34.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,264 | $300.2K | 0.08% | −31−1.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,267 | $300.6K | 0.04% | −357−13.6% | Reduced |
| HighVista Strategies LLC | 2,270 | $301.0K | 0.18% | +594+35.4% | Added |
| Meridian Investment Counsel Inc. | 2,272 | $301.0K | 0.12% | +49+2.2% | Added |
| Winthrop Advisory Group LLC | 2,271 | $301.1K | 0.06% | −70−3.0% | Reduced |
| Legacy Financial Advisors, Inc. | 2,279 | $302.2K | 0.07% | +547+31.6% | Added |
| Stonebridge Financial Planning Group, LLC | 2,294 | $304.2K | 0.20% | −265−10.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,307 | $305.9K | 0.03% | −983−29.9% | Reduced |
| Am Investment Strategies LLC | 2,325 | $308.0K | 0.11% | −48−2.0% | Reduced |
| Hengehold Capital Management LLC | 2,325 | $308.3K | 0.04% | +42+1.8% | Added |
| First Financial Corp | 2,326 | $308.4K | 0.19% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,345 | $310.9K | 0.03% | −281−10.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,347 | $311.2K | 0.18% | +125+5.6% | Added |
| Valmark Advisers, Inc. | 2,348 | $311.3K | 0.01% | −164−6.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,349 | $311.5K | 0.23% | −816−25.8% | Reduced |
| Ssi Investment Management LLC | 2,349 | $311.5K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,350 | $311.7K | 0.01% | −906−27.8% | Reduced |
| Chemung Canal Trust Co | 2,361 | $313.0K | 0.07% | −189−7.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,369 | $314.1K | 0.12% | −1,410−37.3% | Reduced |
| AlphaCore Capital LLC | 2,371 | $314.4K | 0.12% | +8+0.3% | Added |
| Circle Wealth Management, LLC | 2,379 | $315.4K | 0.05% | +2,379 | New |
| Bank of Hawaii | 2,387 | $316.5K | 0.02% | −114−4.6% | Reduced |
| RAM Investment Partners, LLC | 2,395 | $317.6K | 0.20% | +2,395 | New |
| AdvisorNet Financial, Inc | 2,398 | $318.0K | 0.03% | −148−5.8% | Reduced |
| Jump Financial, LLC | 2,401 | $318.3K | 0.02% | −4,943−67.3% | Reduced |
| Solstein Capital, LLC | 2,401 | $318.3K | 0.27% | −520−17.8% | Reduced |
| Copperwynd Financial, LLC | 2,416 | $320.3K | 0.18% | −247−9.3% | Reduced |
| Bowman & Co S.C. | 2,423 | $321.3K | 0.25% | −465−16.1% | Reduced |
| Parkside Advisors LLC | 2,423 | $321.3K | 0.11% | +124+5.4% | Added |
| Kennedy Investment Group | 2,440 | $323.5K | 0.21% | +2,440 | New |
| Parkside Financial Bank & Trust | 2,452 | $325.1K | 0.09% | +251+11.4% | Added |
| Capital Investment Advisory Services, LLC | 2,456 | $325.6K | 0.04% | −414−14.4% | Reduced |
| Anchor Investment Management, LLC | 2,465 | $326.8K | 0.05% | −135−5.2% | Reduced |
| Catalyst Financial Partners LLC | 2,468 | $327.2K | 0.17% | +2,468 | New |
| Sonata Capital Group Inc | 2,482 | $329.0K | 0.18% | −525−17.5% | Reduced |
| Park National Corp | 2,482 | $329.1K | 0.01% | −43−1.7% | Reduced |
| Taconic Capital Advisors LP | 2,500 | $331.5K | 0.01% | +2,500 | New |
| DeDora Capital, Inc. | 2,501 | $331.6K | 0.16% | +728+41.1% | Added |
| IVC Wealth Advisors LLC | 2,502 | $331.7K | 0.24% | −115−4.4% | Reduced |
| Montag A & Associates Inc | 2,513 | $333.2K | 0.02% | −121−4.6% | Reduced |
| Andesa Financial Management Inc. | 2,519 | $334.0K | 0.18% | −1,419−36.0% | Reduced |
| Martingale Asset Management L P | 2,529 | $335.3K | 0.01% | −1,782−41.3% | Reduced |
| Aspen Wealth Strategies, LLC | 2,536 | $336.3K | 0.27% | +2,536 | New |
| Truvestments Capital LLC | 2,542 | $337.0K | 0.19% | +417+19.6% | Added |
| Simon Quick Advisors, LLC | 2,543 | $337.2K | 0.04% | +807+46.5% | Added |
| Walkner Condon Financial Advisors LLC | 2,548 | $337.8K | 0.10% | −7−0.3% | Reduced |