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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 5,379 | $713.2K | 0.33% | +5,379 | New |
| KG&L Capital Management,LLC | 5,395 | $715.3K | 0.41% | −836−13.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,407 | $716.9K | 0.12% | −2,323−30.1% | Reduced |
| Thrive Wealth Management, LLC | 5,421 | $718.8K | 0.21% | −220−3.9% | Reduced |
| Engineers Gate Manager LP | 5,431 | $720.1K | 0.04% | +746+15.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,442 | $721.6K | 0.32% | −215−3.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,450 | $722.6K | 0.63% | +122+2.3% | Added |
| Landscape Capital Management, L.L.C. | 5,459 | $723.8K | 0.11% | +79+1.5% | Added |
| Virtu Financial LLC | 5,480 | $727.0K | 0.10% | −3,150−36.5% | Reduced |
| Country Club Bank | 5,496 | $728.7K | 0.06% | −5,034−47.8% | Reduced |
| ProVise Management Group, LLC | 5,498 | $729.0K | 0.07% | −423−7.1% | Reduced |
| Compass Financial Advisors LLC | 5,499 | $729.1K | 0.98% | −70−1.3% | Reduced |
| CastleKnight Management LP | 5,500 | $729.2K | 0.21% | +5,500 | New |
| Moody Lynn & Lieberson, LLC | 5,521 | $732.0K | 0.07% | −5−0.1% | Reduced |
| Dakota Wealth Management | 5,531 | $733.4K | 0.05% | +1,010+22.3% | Added |
| Orion Capital Management LLC | 5,539 | $734.4K | 0.54% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,555 | $736.5K | 0.29% | +882+18.9% | Added |
| Keudell/Morrison Wealth Management | 5,556 | $736.7K | 0.24% | −1,246−18.3% | Reduced |
| Oxler Private Wealth LLC | 5,567 | $738.1K | 0.40% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,570 | $738.5K | 0.16% | +2,143+62.5% | Added |
| Western Wealth Management, LLC | 5,579 | $739.8K | 0.08% | −2,561−31.5% | Reduced |
| 1776 Wealth LLC | 5,590 | $741.0K | 0.53% | −72−1.3% | Reduced |
| Occidental Asset Management, LLC | 5,597 | $742.1K | 0.20% | +1,740+45.1% | Added |
| Allworth Financial LP | 5,624 | $745.7K | 0.01% | −2,147−27.6% | Reduced |
| St. Johns Investment Management Company, LLC | 5,627 | $746.1K | 0.45% | −1,090−16.2% | Reduced |
| XR Securities LLC | 5,643 | $748.2K | 0.89% | −6,907−55.0% | Reduced |
| Tiedemann Advisors, LLC | 5,662 | $750.7K | 0.04% | +768+15.7% | Added |
| Segment Wealth Management, LLC | 5,669 | $751.7K | 0.09% | −1,584−21.8% | Reduced |
| Alta Wealth Advisors LLC | 5,694 | $755.0K | 0.51% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,567 | $757.0K | 0.12% | +308+9.5% | Added |
| KRS Capital Management, LLC | 5,713 | $757.5K | 1.04% | +150+2.7% | Added |
| Northstar Asset Management LLC | 5,717 | $758.0K | 0.24% | −2,135−27.2% | Reduced |
| Tudor Investment Corp Et Al | 5,732 | $760.0K | 0.02% | −19,956−77.7% | Reduced |
| TLWM | 5,735 | $760.4K | 0.28% | −57,453−90.9% | Reduced |
| Congress Asset Management Co | 5,743 | $761.5K | 0.01% | −45,100−88.7% | Reduced |
| Asset Management Corp | 5,751 | $762.5K | 0.64% | −3,050−34.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,764 | $764.2K | 0.73% | +27+0.5% | Added |
| Leelyn Smith, LLC | 5,794 | $768.2K | 0.21% | +1,890+48.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,805 | $769.7K | 0.53% | −202−3.4% | Reduced |
| Activest Wealth Management | 4,929 | $772.2K | 0.23% | −2,559−34.2% | Reduced |
| Riverview Capital Advisers, LLC | 5,868 | $778.0K | 0.42% | −7,395−55.8% | Reduced |
| EPIQ Capital Group, LLC | 5,868 | $778.0K | 0.44% | +75+1.3% | Added |
| Harvest Volatility Management LLC | 5,870 | $778.3K | 0.16% | −1,260−17.7% | Reduced |
| Goodman Advisory Group, LLC | 5,874 | $779.0K | 0.45% | +934+18.9% | Added |
| Capital Investment Advisors, LLC | 5,880 | $780.0K | 0.02% | −161−2.7% | Reduced |
| Charter Oak Capital Management, LLC | 5,887 | $780.6K | 0.12% | +20+0.3% | Added |
| Northwest & Ethical Investments L.P. | 5,903 | $782.7K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,576 | $782.7K | 0.04% | +1,406+44.4% | Added |
| Scott & Selber, Inc. | 5,914 | $784.0K | 0.35% | −184−3.0% | Reduced |
| Atlas Brown,Inc. | 5,920 | $784.9K | 0.39% | −1,003−14.5% | Reduced |
| Investment House LLC | 5,925 | $785.6K | 0.07% | −6,030−50.4% | Reduced |
| YHB Investment Advisors, Inc. | 5,926 | $785.7K | 0.08% | −1,567−20.9% | Reduced |
| World Equity Group, Inc. | 5,939 | $787.5K | 0.19% | +57+1.0% | Added |
| Kula Investments, LLC | 5,941 | $787.7K | 0.28% | +5,941 | New |
| HRT Financial LP | 5,963 | $790.0K | 0.01% | +5,963 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,963 | $790.6K | 0.22% | −1,238−17.2% | Reduced |
| Options Solutions, LLC | 5,981 | $793.0K | 1.13% | +71+1.2% | Added |
| Gamco Investors, Inc. Et Al | 6,000 | $795.5K | 0.01% | −189−3.1% | Reduced |
| Norway Savings Bank | 6,006 | $796.3K | 0.41% | −156−2.5% | Reduced |
| Greenline Partners, LLC | 6,006 | $796.3K | 0.16% | −1,069−15.1% | Reduced |
| Shepherd Financial Partners LLC | 6,013 | $797.3K | 0.14% | −3,409−36.2% | Reduced |
| Regatta Capital Group, LLC | 6,021 | $798.4K | 0.28% | −2,186−26.6% | Reduced |
| Graypoint LLC | 6,022 | $798.5K | 0.10% | −1,128−15.8% | Reduced |
| Mainstay Capital Management LLC | 6,026 | $799.0K | 0.18% | −320−5.0% | Reduced |
| Albion Financial Group | 6,060 | $803.5K | 0.08% | −492−7.5% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $803.6K | 0.30% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,111 | $810.2K | 0.07% | −143−2.3% | Reduced |
| Columbia Trust Co 01012016 | 6,111 | $810.3K | 0.45% | −650−9.6% | Reduced |
| Lavaca Capital LLC | 5,000 | $813.0K | 0.32% | −5,100−50.5% | Reduced |
| Carr Financial Group Corp | 6,147 | $815.0K | 0.43% | +6,147 | New |
| Altfest L J & Co Inc | 6,210 | $823.0K | 0.14% | −1,217−16.4% | Reduced |
| Midwest Professional Planners, LTD. | 6,227 | $825.6K | 0.46% | +325+5.5% | Added |
| Integrated Advisors Network LLC | 6,228 | $825.8K | 0.05% | +83+1.4% | Added |
| Harbor Capital Advisors, Inc. | 6,236 | $826.8K | 0.82% | −17,659−73.9% | Reduced |
| Burns J W & Co Inc | 6,243 | $828.0K | 0.15% | −668−9.7% | Reduced |
| DoubleLine ETF Adviser LP | 6,268 | $831.1K | 0.43% | +6,268 | New |
| Rossmore Private Capital | 6,388 | $833.7K | 0.13% | +25+0.4% | Added |
| Perpetual Investment Management Ltd | 6,298 | $835.1K | 0.10% | 00.0% | Unchanged |
| Birinyi Associates Inc | 6,340 | $841.0K | 0.40% | +175+2.8% | Added |
| TRUE Private Wealth Advisors | 6,356 | $842.7K | 0.13% | −198−3.0% | Reduced |
| Intrust Bank NA | 6,357 | $842.9K | 0.12% | −284−4.3% | Reduced |
| Redmond Asset Management, LLC | 6,359 | $843.1K | 0.30% | +90+1.4% | Added |
| Navalign, LLC | 6,376 | $845.4K | 0.35% | −1,520−19.3% | Reduced |
| Naviter Wealth, LLC | 5,489 | $850.0K | 0.23% | −186−3.3% | Reduced |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.21% | −4,081−38.9% | Reduced |
| First Pacific Financial | 6,447 | $854.8K | 0.42% | +449+7.5% | Added |
| Robertson Stephens Wealth Management, LLC | 6,482 | $859.4K | 0.08% | −1,416−17.9% | Reduced |
| Westwood Holdings Group Inc. | 6,500 | $862.0K | 0.01% | −845−11.5% | Reduced |
| Ironwood Investment Management LLC | 6,519 | $864.4K | 0.57% | −109−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,558 | $869.5K | 0.15% | −540−7.6% | Reduced |
| Donaldson Capital Management, LLC | 6,567 | $870.8K | 0.04% | +361+5.8% | Added |
| SeaBridge Investment Advisors LLC | 6,570 | $871.1K | 0.31% | −7,580−53.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,825 | $871.4K | 0.53% | +519+9.8% | Added |
| Eagle Strategies LLC | 6,576 | $871.9K | 0.26% | +6,576 | New |
| Ascent Wealth Partners, LLC | 6,595 | $873.8K | 0.19% | +6,595 | New |
| Wrapmanager Inc | 6,588 | $874.0K | 0.28% | −2,116−24.3% | Reduced |
| Clare Market Investments LLC | 6,600 | $875.1K | 0.41% | +341+5.4% | Added |
| Ameritas Advisory Services, LLC | 6,604 | $875.6K | 0.04% | +64+1.0% | Added |
| Forum Financial Management, LP | 6,612 | $876.6K | 0.03% | +1,713+35.0% | Added |
| Exencial Wealth Advisors, LLC | 6,613 | $876.8K | 0.05% | −26,370−80.0% | Reduced |