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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 3,200 | $424.3K | 0.13% | −5,572−63.5% | Reduced |
| Castleview Partners, LLC | 3,216 | $426.4K | 0.42% | +277+9.4% | Added |
| Thomas White International Ltd | 3,228 | $428.0K | 0.09% | +10.0% | Added |
| Smith, Salley & Associates | 3,228 | $428.0K | 0.04% | −108−3.2% | Reduced |
| New World Advisors LLC | 3,234 | $428.8K | 0.15% | +972+43.0% | Added |
| Adviser Investments LLC | 2,964 | $429.5K | 0.01% | −28−0.9% | Reduced |
| Waycross Partners, LLC | 3,246 | $430.0K | 0.16% | −2,300−41.5% | Reduced |
| Chemistry Wealth Management LLC | 3,252 | $431.2K | 0.17% | +3,252 | New |
| Strata Wealth Advisors, LLC | 3,265 | $432.9K | 0.24% | +3,265 | New |
| GraniteShares Advisors LLC | 3,267 | $433.2K | 0.36% | −369−10.1% | Reduced |
| Davis R M Inc | 3,276 | $434.0K | 0.01% | −188−5.4% | Reduced |
| Platform Technology Partners | 3,280 | $434.9K | 0.22% | −342−9.4% | Reduced |
| Glenview Trust Co | 3,298 | $437.3K | 0.01% | +192+6.2% | Added |
| Watershed Private Wealth LLC | 3,311 | $439.0K | 0.33% | +3,311 | New |
| ArrowMark Colorado Holdings LLC | 3,318 | $439.9K | 0.01% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 3,331 | $441.7K | 0.09% | +36+1.1% | Added |
| Fort Point Capital Partners LLC | 3,339 | $442.7K | 0.08% | −31−0.9% | Reduced |
| TSFG, LLC | 3,344 | $443.0K | 0.18% | +21+0.6% | Added |
| ETF Managers Group, LLC | 3,348 | $443.9K | 0.02% | +121+3.7% | Added |
| Arden Trust Co | 3,366 | $446.3K | 0.09% | −1,945−36.6% | Reduced |
| LCM Capital Management Inc | 3,387 | $449.1K | 0.44% | +91+2.8% | Added |
| David Loasby | 3,110 | $450.6K | 0.06% | +618+24.8% | Added |
| EFG Asset Management (North America) Corp. | 3,410 | $452.0K | 0.10% | −1,348−28.3% | Reduced |
| Cooper Financial Group | 3,423 | $453.9K | 0.14% | +218+6.8% | Added |
| Cascade Investment Group, Inc. | 3,423 | $453.9K | 0.47% | +3,423 | New |
| Avory & Company, LLC | 3,441 | $456.2K | 0.37% | +60+1.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,445 | $456.8K | 0.56% | −100−2.8% | Reduced |
| Regent Investment Management LLC | 3,475 | $461.0K | 0.12% | +3,475 | New |
| Virtue Capital Management, LLC | 3,483 | $461.8K | 0.07% | +3,483 | New |
| Davenport & Co LLC | 3,494 | $463.0K | 0.00% | −1,958−35.9% | Reduced |
| Stonnington Group, LLC | 3,150 | $464.4K | 0.13% | −380−10.8% | Reduced |
| One River Asset Management, LLC | 3,505 | $464.6K | 0.32% | +3,505 | New |
| Bordeaux Wealth Advisors LLC | 3,505 | $464.7K | 0.26% | −178−4.8% | Reduced |
| King Wealth | 3,512 | $466.0K | 0.11% | −2,550−42.1% | Reduced |
| First National Bank | 3,570 | $473.3K | 0.40% | −179−4.8% | Reduced |
| Stiles Financial Services Inc | 3,576 | $474.1K | 0.27% | −230−6.0% | Reduced |
| Heritage Wealth Management, LLC | 3,582 | $474.9K | 0.07% | +1,787+99.6% | Added |
| Central Bank & Trust Co | 3,583 | $475.1K | 0.09% | −27−0.7% | Reduced |
| Seaport Global Advisors, LLC | 3,585 | $475.3K | 1.65% | +1,044+41.1% | Added |
| HM Payson & Co | 3,621 | $480.1K | 0.01% | −122−3.3% | Reduced |
| Seed Wealth Management, Inc. | 3,650 | $484.0K | 0.55% | +3,650 | New |
| FineMark National Bank & Trust | 3,656 | $484.7K | 0.02% | +758+26.2% | Added |
| FirstPurpose Wealth LLC | 3,657 | $484.9K | 0.27% | +410+12.6% | Added |
| Lindbrook Capital, LLC | 3,679 | $487.8K | 0.06% | −2,470−40.2% | Reduced |
| Bridgefront Capital, LLC | 3,680 | $487.9K | 0.34% | +3,680 | New |
| Glen Eagle Advisors, LLC | 3,686 | $488.7K | 0.13% | −176−4.6% | Reduced |
| Ropes Wealth Advisors LLC | 3,689 | $489.1K | 0.09% | +254+7.4% | Added |
| Valley Brook Capital Group | 3,695 | $489.9K | 0.47% | −25−0.7% | Reduced |
| Viawealth, LLC | 3,339 | $491.2K | 0.40% | +3,339 | New |
| BerganKDV Wealth Management, LLC | 3,716 | $492.7K | 0.05% | +81+2.2% | Added |
| Citizens Financial Group Inc | 3,722 | $493.5K | 0.02% | −1,015−21.4% | Reduced |
| Karani Asset Management LLC | 3,734 | $495.1K | 0.58% | −4,760−56.0% | Reduced |
| Curbstone Financial Management Corp | 3,756 | $498.0K | 0.12% | −250−6.2% | Reduced |
| Hilltop Holdings Inc. | 3,769 | $499.7K | 0.06% | +394+11.7% | Added |
| Avidian Wealth Solutions, LLC | 3,783 | $501.6K | 0.03% | +1,826+93.3% | Added |
| Avestar Capital, LLC | 3,785 | $501.9K | 0.11% | −389−9.3% | Reduced |
| Kraematon Investment Advisors, Inc | 3,801 | $504.0K | 0.55% | +150+4.1% | Added |
| Symmetry Partners, LLC | 3,810 | $505.0K | 0.03% | +1,441+60.8% | Added |
| Next Century Growth Investors LLC | 3,809 | $505.0K | 0.06% | −2,593−40.5% | Reduced |
| Accurate Wealth Management, LLC | 3,440 | $507.1K | 0.19% | +717+26.3% | Added |
| Augustine Asset Management Inc | 3,845 | $509.8K | 0.28% | +3,845 | New |
| Pacer Advisors, Inc. | 3,860 | $511.8K | 0.00% | −71,054−94.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,866 | $513.0K | 0.17% | −793−17.0% | Reduced |
| Congress Wealth Management LLC | 3,870 | $513.1K | 0.01% | −1,615−29.4% | Reduced |
| Sage Rhino Capital LLC | 3,878 | $514.2K | 0.16% | −98−2.5% | Reduced |
| HF Advisory Group, LLC | 3,888 | $515.5K | 0.52% | +3,888 | New |
| Focus Financial Network, Inc. | 3,890 | $515.8K | 0.04% | −796−17.0% | Reduced |
| Credit Capital Investments LLC | 3,900 | $517.1K | 0.75% | +1,258+47.6% | Added |
| Paradigm Financial Partners, LLC | 3,694 | $519.0K | 0.15% | −57−1.5% | Reduced |
| Eastern Bank | 3,920 | $519.8K | 0.03% | −103−2.6% | Reduced |
| Oder Investment Management, LLC | 3,944 | $522.9K | 0.65% | −58−1.4% | Reduced |
| Brady Family Wealth, LLC | 3,950 | $523.7K | 0.22% | +3,950 | New |
| Compton Capital Management Inc | 3,955 | $524.0K | 0.38% | −630−13.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,961 | $525.2K | 0.51% | −1,476−27.1% | Reduced |
| Riverview Trust Co | 3,969 | $526.0K | 0.50% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,926 | $528.0K | 0.18% | +742+23.3% | Added |
| Ipswich Investment Management Co., Inc. | 3,982 | $528.0K | 0.15% | −757−16.0% | Reduced |
| Benchmark Investment Advisors LLC | 3,985 | $528.4K | 0.56% | −920−18.8% | Reduced |
| Plancorp, LLC | 3,989 | $528.9K | 0.03% | −148−3.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,997 | $530.0K | 0.38% | −632−13.7% | Reduced |
| Caas Capital Management LP | 4,000 | $530.4K | 0.10% | −3,701−48.1% | Reduced |
| Great Lakes Retirement, Inc. | 4,017 | $532.7K | 0.14% | +4,017 | New |
| Compton Wealth Advisory Group, LLC | 4,023 | $533.4K | 0.21% | −3,399−45.8% | Reduced |
| Claro Advisors LLC | 4,034 | $534.9K | 0.17% | +224+5.9% | Added |
| Weil Company, Inc. | 4,037 | $535.3K | 0.24% | +4,037 | New |
| Kapstone Financial Advisors LLC | 3,072 | $536.5K | 0.49% | +3,072 | New |
| Jmac Enterprises LLC | 4,049 | $536.9K | 0.15% | −181−4.3% | Reduced |
| Vigilare Wealth Management | 4,067 | $539.2K | 0.31% | −1,245−23.4% | Reduced |
| Texas Yale Capital Corp. | 4,083 | $541.4K | 0.03% | +1,859+83.6% | Added |
| Scissortail Wealth Management, LLC | 3,246 | $542.0K | 0.31% | +3,246 | New |
| Cyndeo Wealth Partners, LLC | 4,098 | $543.4K | 0.06% | +4,098 | New |
| Intact Investment Management Inc. | 4,100 | $543.6K | 0.02% | −2,600−38.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,116 | $545.7K | 0.13% | +15+0.4% | Added |
| Seven Springs Wealth Group, LLC | 4,128 | $547.3K | 0.26% | −690−14.3% | Reduced |
| Ascent Group, LLC | 4,129 | $547.5K | 0.06% | −611−12.9% | Reduced |
| Barden Capital Management, Inc. | 4,115 | $547.7K | 0.56% | −1,994−32.6% | Reduced |
| AlphaStar Capital Management, LLC | 5,198 | $550.8K | 0.06% | −130−2.4% | Reduced |
| Sonen Capital LLC | 4,161 | $551.7K | 0.90% | −928−18.2% | Reduced |
| Greystone Financial Group, LLC | 4,183 | $554.6K | 0.16% | −3,605−46.3% | Reduced |
| Capital Impact Advisors, LLC | 4,209 | $558.1K | 0.55% | +722+20.7% | Added |