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 |
|---|---|---|---|---|---|
| TCWP LLC | 2,549 | $338.0K | 0.07% | +251+10.9% | Added |
| Brandywine Oak Private Wealth LLC | 2,568 | $340.5K | 0.04% | −609−19.2% | Reduced |
| Dover Advisors, LLC | 2,577 | $341.7K | 0.37% | +2,577 | New |
| Quent Capital, LLC | 2,578 | $341.8K | 0.06% | +779+43.3% | Added |
| Gryphon Financial Partners LLC | 2,603 | $345.1K | 0.08% | −1,827−41.2% | Reduced |
| Vantage Consulting Group Inc | 2,616 | $346.9K | 0.20% | +373+16.6% | Added |
| Syntax Advisors, LLC | 2,616 | $346.9K | 0.29% | +373+16.6% | Added |
| New Republic Capital, LLC | 2,617 | $346.9K | 0.27% | +2,617 | New |
| Silicon Valley Capital Partners | 2,618 | $347.2K | 0.08% | −5,617−68.2% | Reduced |
| Eads & Heald Wealth Management | 2,626 | $348.0K | 0.18% | −1,637−38.4% | Reduced |
| Financial Advisory Service, Inc. | 2,629 | $348.6K | 0.04% | −470−15.2% | Reduced |
| Tolleson Wealth Management, Inc. | 2,629 | $349.0K | 0.09% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,642 | $349.0K | 0.28% | −82−4.8% | Reduced |
| True Capital Management | 2,633 | $349.1K | 0.28% | +2,633 | New |
| Commons Capital, LLC | 2,643 | $350.4K | 0.58% | −100−3.6% | Reduced |
| Allred Capital Management, LLC | 2,650 | $351.4K | 0.19% | −369−12.2% | Reduced |
| Marcum Wealth, LLC | 2,655 | $352.0K | 0.05% | −881−24.9% | Reduced |
| Prelude Capital Management, LLC | 2,670 | $354.0K | 0.02% | −11,994−81.8% | Reduced |
| Lion Street Advisors, LLC | 1,193 | $357.5K | 0.19% | −287−19.4% | Reduced |
| Alta Advisers Ltd | 2,700 | $358.0K | 0.21% | 00.0% | Unchanged |
| Key Financial Inc | 2,507 | $360.6K | 0.17% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,723 | $361.0K | 0.04% | −218−7.4% | Reduced |
| Intrua Financial, LLC | 2,469 | $361.5K | 0.08% | −612−19.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,716 | $362.0K | 0.32% | −1,027−27.4% | Reduced |
| Olistico Wealth, LLC | 2,734 | $362.5K | 0.39% | +2,734 | New |
| Roberts Glore & Co Inc | 2,758 | $365.7K | 0.13% | −319−10.4% | Reduced |
| Great Diamond Partners, LLC | 2,759 | $365.8K | 0.11% | −1,296−32.0% | Reduced |
| TFG Advisers LLC | 2,759 | $365.8K | 0.19% | +2+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,760 | $365.9K | 0.04% | +883+47.0% | Added |
| Abbot Financial Management, Inc. | 2,768 | $367.0K | 0.25% | −4,076−59.6% | Reduced |
| Tran Capital Management, L.P. | 2,777 | $368.2K | 0.05% | −196,496−98.6% | Reduced |
| Ellevest, Inc. | 2,777 | $368.2K | 0.03% | +151+5.8% | Added |
| VisionPoint Advisory Group, LLC | 2,154 | $368.5K | 0.15% | −516−19.3% | Reduced |
| Rathbone Brothers plc | 2,780 | $368.6K | 0.00% | +100+3.7% | Added |
| V2 Financial group LLC | 2,790 | $369.9K | 0.29% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,793 | $370.3K | 0.04% | +147+5.6% | Added |
| Larson Financial Group LLC | 2,795 | $370.6K | 0.04% | +1,451+108.0% | Added |
| Lumature Wealth Partners, LLC | 2,797 | $370.9K | 0.21% | +216+8.4% | Added |
| First Manhattan Co | 2,798 | $371.0K | 0.00% | +658+30.7% | Added |
| Consilium Wealth Advisory, LLC | 2,820 | $373.9K | 0.32% | −1,280−31.2% | Reduced |
| S&CO Inc | 2,821 | $374.0K | 0.03% | −8−0.3% | Reduced |
| Venturi Wealth Management, LLC | 2,821 | $374.0K | 0.03% | −93−3.2% | Reduced |
| Mathes Company, Inc. | 2,825 | $375.0K | 0.19% | −50−1.7% | Reduced |
| Janney Capital Management LLC | 2,826 | $375.0K | 0.03% | +764+37.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,833 | $375.6K | 0.08% | +520+22.5% | Added |
| Hill Island Financial LLC | 2,834 | $375.8K | 0.16% | +276+10.8% | Added |
| Carret Asset Management, LLC | 2,839 | $376.0K | 0.05% | +107+3.9% | Added |
| Magnolia Capital Advisors LLC | 2,837 | $376.0K | 0.25% | +256+9.9% | Added |
| Trust Co of Oklahoma | 2,836 | $376.0K | 0.15% | +2,836 | New |
| Barnes Pettey Financial Advisors, LLC | 2,837 | $376.2K | 0.39% | +268+10.4% | Added |
| Founders Financial Securities LLC | 2,840 | $376.6K | 0.06% | −326−10.3% | Reduced |
| Nwam LLC | 2,841 | $376.7K | 0.03% | −501−15.0% | Reduced |
| Stokes Family Office, LLC | 2,843 | $377.0K | 0.05% | −1,913−40.2% | Reduced |
| Gradient Investments LLC | 2,845 | $377.2K | 0.01% | −54,639−95.1% | Reduced |
| Donoghue Forlines LLC | 2,877 | $381.5K | 0.13% | −100−3.4% | Reduced |
| NFJ Investment Group, LLC | 2,881 | $382.0K | 0.01% | −188,296−98.5% | Reduced |
| FLC Capital Advisors | 2,896 | $384.0K | 0.12% | −1,148−28.4% | Reduced |
| Evoke Wealth, LLC | 31,846 | $384.0K | 0.01% | +28,395+822.8% | Added |
| HighTower Trust Services, LTA | 2,993 | $384.5K | 0.04% | −74−2.4% | Reduced |
| Addison Capital Co | 2,905 | $385.0K | 0.25% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,913 | $385.9K | 0.16% | −43−1.5% | Reduced |
| Balentine LLC | 2,922 | $387.4K | 0.01% | −128−4.2% | Reduced |
| Tranquility Partners, LLC | 2,923 | $387.6K | 0.20% | −2,860−49.5% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $387.7K | 0.14% | −3,076−51.3% | Reduced |
| Catalyst Private Wealth, LLC | 2,933 | $388.9K | 0.32% | +892+43.7% | Added |
| Alpha Family Trust | 2,935 | $389.2K | 0.35% | +2,935 | New |
| Boston Trust Walden Corp | 2,943 | $390.2K | 0.00% | +532+22.1% | Added |
| Foundations Investment Advisors, LLC | 2,947 | $390.7K | 0.02% | −1,493−33.6% | Reduced |
| Staley Capital Advisers Inc | 2,950 | $391.0K | 0.02% | +1,000+51.3% | Added |
| D.B. Root & Company, LLC | 2,965 | $393.1K | 0.17% | −283−8.7% | Reduced |
| Gabelli Funds LLC | 2,985 | $395.8K | 0.00% | +165+5.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,988 | $396.2K | 0.04% | −1,661−35.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,990 | $396.4K | 0.07% | +238+8.6% | Added |
| Financial Advisory Corp | 2,994 | $397.0K | 0.20% | +230+8.3% | Added |
| Visionary Wealth Advisors | 2,997 | $397.0K | 0.04% | +416+16.1% | Added |
| Kensington Investment Counsel, LLC | 2,998 | $397.5K | 0.31% | −432−12.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,008 | $398.8K | 0.16% | −200−6.2% | Reduced |
| Malaga Cove Capital, LLC | 3,009 | $399.0K | 0.22% | +1,389+85.7% | Added |
| BKD Wealth Advisors, LLC | 3,023 | $400.8K | 0.01% | −72−2.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,048 | $404.2K | 0.13% | +3,048 | New |
| Baron Wealth Management LLC | 3,050 | $404.4K | 0.31% | +3,050 | New |
| Bradley & Co. Private Wealth Management, LLC | 3,051 | $404.5K | 0.49% | −1,087−26.3% | Reduced |
| Appleton Partners Inc | 3,055 | $405.0K | 0.04% | +1,039+51.5% | Added |
| Bellecapital International Ltd. | 3,060 | $405.7K | 0.11% | +76+2.5% | Added |
| Sterling Investment Counsel, LLC | 3,063 | $406.1K | 0.25% | −382−11.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,091 | $409.8K | 0.33% | −1,025−24.9% | Reduced |
| Money Concepts Capital Corp | 3,111 | $412.5K | 0.02% | +300+10.7% | Added |
| Dudley Capital Management, LLC | 3,112 | $412.6K | 0.30% | +3,112 | New |
| First Citizens Bank & Trust Co | 3,116 | $413.0K | 0.01% | −109−3.4% | Reduced |
| Probity Advisors, Inc. | 3,118 | $413.4K | 0.09% | +82+2.7% | Added |
| RiverGlades Family Offices LLC | 3,125 | $414.3K | 0.38% | +3,125 | New |
| XML Financial, LLC | 3,131 | $415.1K | 0.05% | +16+0.5% | Added |
| American National Bank | 3,135 | $416.0K | 0.09% | +1,798+134.5% | Added |
| Smithfield Trust Co | 3,121 | $417.0K | 0.03% | −379−10.8% | Reduced |
| Alpha Cubed Investments, LLC | 3,151 | $417.8K | 0.03% | −1,409−30.9% | Reduced |
| Hillsdale Investment Management Inc. | 3,170 | $420.3K | 0.04% | +2,710+589.1% | Added |
| InterOcean Capital Group, LLC | 3,176 | $421.1K | 0.02% | −472−12.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,182 | $421.9K | 0.06% | −477−13.0% | Reduced |
| Studio Investment Management LLC | 3,183 | $422.0K | 0.14% | +226+7.6% | Added |
| Camelot Portfolios, LLC | 3,187 | $422.6K | 0.31% | +361+12.8% | Added |