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 |
|---|---|---|---|---|---|
| Meridian Financial Partners LLC | 3,826 | $560.0K | 0.63% | −40−1.0% | Reduced |
| Romano Brothers and Company | 4,248 | $563.2K | 0.09% | +287+7.2% | Added |
| Fortis Capital Management LLC | 4,257 | $564.4K | 0.42% | −115−2.6% | Reduced |
| Israel Discount Bank of New York | 4,281 | $567.0K | 0.48% | −266−5.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 4,305 | $570.8K | 0.21% | +312+7.8% | Added |
| Sather Financial Group Inc | 4,315 | $572.1K | 0.05% | +4,315 | New |
| EverSource Wealth Advisors, LLC | 4,318 | $572.5K | 0.09% | −1,846−29.9% | Reduced |
| First United Bank Trust | 4,342 | $575.6K | 0.28% | −491−10.2% | Reduced |
| CIC Wealth, LLC | 4,348 | $576.5K | 0.24% | +4,348 | New |
| Quadrant Capital Group LLC | 4,351 | $576.9K | 0.07% | +280+6.9% | Added |
| Investors Research Corp | 4,363 | $578.5K | 0.16% | +950+27.8% | Added |
| JT Stratford LLC | 4,365 | $578.8K | 0.19% | −737−14.4% | Reduced |
| Peterson Financial Group, Inc. | 4,381 | $580.9K | 0.77% | −2,352−34.9% | Reduced |
| Werba Rubin Papier Wealth Management | 4,395 | $582.7K | 0.24% | +4,395 | New |
| Archford Capital Strategies, LLC | 4,433 | $587.8K | 0.14% | −303−6.4% | Reduced |
| Saturna Capital CORP | 4,445 | $589.4K | 0.01% | −57−1.3% | Reduced |
| Financial Architects, Inc | 4,462 | $591.6K | 0.10% | −29−0.6% | Reduced |
| Strait & Sound Wealth Management LLC | 3,998 | $593.6K | 0.65% | +3,998 | New |
| Barings LLC | 4,482 | $594.3K | 0.02% | −485−9.8% | Reduced |
| Western Pacific Wealth Management, LP | 4,492 | $595.6K | 0.50% | +151+3.5% | Added |
| Sargent Investment Group, LLC | 4,515 | $598.6K | 0.19% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,517 | $599.0K | 0.10% | +374+9.0% | Added |
| Buckingham Strategic Partners | 4,518 | $599.0K | 0.05% | −615−12.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,524 | $599.8K | 0.32% | −242−5.1% | Reduced |
| Chicago Trust Co NA | 4,544 | $602.0K | 0.15% | +17+0.4% | Added |
| Tectonic Advisors LLC | 4,542 | $602.2K | 0.09% | +630+16.1% | Added |
| Aaron Wealth Advisors | 4,547 | $602.9K | 0.09% | +354+8.4% | Added |
| Parsec Financial Management, Inc. | 4,552 | $603.5K | 0.03% | +4,552 | New |
| Coastal Investment Advisors, Inc. | 4,560 | $604.6K | 0.15% | −701−13.3% | Reduced |
| Vista Private Wealth Partners. LLC | 4,560 | $604.6K | 0.29% | +200+4.6% | Added |
| Brown Capital Management LLC | 4,589 | $608.5K | 0.01% | −164−3.5% | Reduced |
| Credential Qtrade Securities Inc. | 4,595 | $609.3K | 0.04% | −1,357−22.8% | Reduced |
| Wallace Advisory Group, LLC | 4,626 | $613.4K | 0.48% | +4,626 | New |
| Tilt Investment Management Holdings, PBC | 4,638 | $615.0K | 0.52% | +4,638 | New |
| 1st Source Bank | 4,643 | $615.6K | 0.04% | −278−5.6% | Reduced |
| Essex Savings Bank | 4,655 | $617.2K | 0.22% | +403+9.5% | Added |
| Moseley Investment Management Inc | 4,658 | $617.6K | 0.44% | −209−4.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $619.0K | 0.05% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 4,688 | $621.6K | 0.44% | −445−8.7% | Reduced |
| Ascension Asset Management LLC | 4,690 | $621.8K | 0.45% | +2,020+75.7% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $623.2K | 0.28% | 00.0% | Unchanged |
| Sky Investment Group LLC | 4,745 | $629.0K | 0.15% | −201−4.1% | Reduced |
| VELA Investment Management, LLC | 4,757 | $630.7K | 0.31% | +506+11.9% | Added |
| Morse Asset Management, Inc | 4,757 | $631.0K | 0.23% | −3,547−42.7% | Reduced |
| Ritholtz Wealth Management | 4,777 | $633.4K | 0.04% | −858−15.2% | Reduced |
| Parcion Private Wealth LLC | 4,794 | $635.6K | 0.07% | −695−12.7% | Reduced |
| 9258 Wealth Management, LLC | 4,832 | $640.7K | 0.14% | −102−2.1% | Reduced |
| SYSTM Wealth Solutions LLC | 4,846 | $642.5K | 0.08% | +4,846 | New |
| Legacy Bridge, LLC | 4,849 | $642.9K | 0.46% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,854 | $644.0K | 0.09% | +2,006+70.4% | Added |
| Wolff Wiese Magana LLC | 4,861 | $644.5K | 0.55% | −298−5.8% | Reduced |
| Cim Investment Mangement Inc | 4,866 | $645.2K | 0.25% | +2,594+114.2% | Added |
| RMR Wealth Builders | 4,867 | $645.3K | 0.15% | +231+5.0% | Added |
| Argent Advisors, Inc. | 4,898 | $649.4K | 0.34% | −464−8.7% | Reduced |
| Icapital Wealth LLC | 4,909 | $650.9K | 0.50% | −8,162−62.4% | Reduced |
| Wade G W & Inc | 4,924 | $653.0K | 0.03% | −2,117−30.1% | Reduced |
| CSS LLC | 4,929 | $653.5K | 0.04% | +1,009+25.7% | Added |
| DB Fitzpatrick & Co, Inc | 4,935 | $654.3K | 0.75% | −1,488−23.2% | Reduced |
| Krilogy Financial LLC | 4,950 | $656.3K | 0.06% | −3,638−42.4% | Reduced |
| Headinvest, LLC | 4,960 | $657.6K | 0.15% | −426−7.9% | Reduced |
| Ballast, Inc. | 4,976 | $659.8K | 0.29% | +1,551+45.3% | Added |
| Buckingham Strategic Wealth, LLC | 4,977 | $660.0K | 0.01% | −280−5.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,985 | $661.0K | 0.48% | +4,985 | New |
| Desjardins Global Asset Management Inc. | 4,997 | $662.0K | 0.10% | −2,489−33.2% | Reduced |
| BigSur Wealth Management LLC | 5,000 | $663.0K | 0.32% | −600−10.7% | Reduced |
| Diligent Investors, LLC | 5,003 | $663.3K | 0.22% | +1,172+30.6% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,018 | $665.3K | 0.42% | −78−1.5% | Reduced |
| NorthRock Partners, LLC | 5,027 | $666.5K | 0.08% | −576−10.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,032 | $667.2K | 0.24% | +846+20.2% | Added |
| Penserra Capital Management LLC | 5,047 | $669.0K | 0.01% | +292+6.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,050 | $669.6K | 0.04% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 5,050 | $669.6K | 0.55% | +2,000+65.6% | Added |
| First Foundation Advisors | 5,058 | $670.6K | 0.03% | −3,027−37.4% | Reduced |
| Camden Capital, LLC | 5,070 | $672.2K | 0.11% | +306+6.4% | Added |
| Ycg, LLC | 5,076 | $673.0K | 0.07% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,082 | $673.8K | 0.36% | −960−15.9% | Reduced |
| Rehmann Capital Advisory Group | 5,082 | $673.8K | 0.07% | −758−13.0% | Reduced |
| Highlander Capital Management, LLC | 5,082 | $674.0K | 0.35% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 5,095 | $675.5K | 0.42% | −250−4.7% | Reduced |
| Lumina Fund Management LLC | 5,100 | $676.0K | 0.34% | 00.0% | Unchanged |
| First County Bank | 5,105 | $676.9K | 0.32% | +5,105 | New |
| J. Goldman & Co LP | 5,132 | $680.5K | 0.05% | −88,233−94.5% | Reduced |
| Arete Wealth Advisors, LLC | 5,143 | $681.9K | 0.06% | −297−5.5% | Reduced |
| StoneX Group Inc. | 5,140 | $682.5K | 0.08% | −184−3.5% | Reduced |
| Proequities, Inc. | 5,148 | $682.6K | 0.06% | −123−2.3% | Reduced |
| Knuff & Co LLC | 5,160 | $684.2K | 0.29% | −155−2.9% | Reduced |
| Global Retirement Partners, LLC | 5,180 | $686.8K | 0.05% | −782−13.1% | Reduced |
| Two Sigma Securities, LLC | 5,186 | $687.6K | 0.10% | +1,229+31.1% | Added |
| M Holdings Securities, Inc. | 5,197 | $689.0K | 0.07% | +254+5.1% | Added |
| Redmont Wealth Advisors LLC | 5,200 | $689.5K | 0.81% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 5,225 | $693.0K | 0.19% | +139+2.7% | Added |
| Northern Oak Wealth Management Inc | 5,234 | $694.0K | 0.10% | −1,626−23.7% | Reduced |
| Michael B. Yongue | 5,256 | $696.9K | 0.65% | −3,823−42.1% | Reduced |
| Strategic Blueprint, LLC | 5,268 | $698.5K | 0.08% | +874+19.9% | Added |
| Fukoku Mutual Life Insurance Co | 5,282 | $700.3K | 0.06% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,299 | $703.0K | 0.28% | +2,655+100.4% | Added |
| Guerra Pan Advisors, LLC | 5,319 | $705.2K | 0.96% | −470−8.1% | Reduced |
| Sentry Investment Management LLC | 5,350 | $709.0K | 0.31% | −1,567−22.7% | Reduced |
| BSW Wealth Partners | 5,360 | $711.0K | 0.15% | −1,285−19.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,366 | $711.5K | 0.27% | −419−7.2% | Reduced |