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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 12,447 | $1.65M | 0.10% | −2,810−18.4% | Reduced |
| Resources Investment Advisors, LLC. | 12,384 | $1.64M | 0.05% | −1,231−9.0% | Reduced |
| Apollon Wealth Management, LLC | 12,372 | $1.64M | 0.12% | −1,307−9.6% | Reduced |
| Comerica Securities,inc. | 12,370 | $1.64M | 0.12% | −1,130−8.4% | Reduced |
| Harrell Investment Partners, LLC | 12,322 | $1.63M | 0.64% | −1,264−9.3% | Reduced |
| Geneva Capital Management LLC | 12,314 | $1.63M | 0.04% | −1,324−9.7% | Reduced |
| Wellington Shields Capital Management, LLC | 64,885 | $1.62M | 0.20% | −6,588−9.2% | Reduced |
| Red Door Wealth Management, LLC | 12,201 | $1.62M | 0.53% | −194−1.6% | Reduced |
| Glynn Capital Management LLC | 12,197 | $1.62M | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 12,131 | $1.61M | 0.35% | +1,493+14.0% | Added |
| Enterprise Bank & Trust Co | 12,077 | $1.60M | 0.76% | −170−1.4% | Reduced |
| Modus Advisors, LLC | 12,062 | $1.60M | 0.77% | +2,025+20.2% | Added |
| Cigna Investments Inc | 12,032 | $1.60M | 0.33% | +29+0.2% | Added |
| EP Wealth Advisors, LLC | 12,014 | $1.59M | 0.03% | +12,014 | New |
| Sendero Wealth Management, LLC | 11,994 | $1.59M | 0.57% | +8,381+232.0% | Added |
| Agf Management Ltd | 11,970 | $1.59M | 0.01% | +11,970 | New |
| Fulton Bank, N.A. | 11,857 | $1.57M | 0.09% | −734−5.8% | Reduced |
| Equitable Holdings, Inc. | 11,743 | $1.56M | 0.03% | +2,650+29.1% | Added |
| Waldron Private Wealth LLC | 10,733 | $1.54M | 0.10% | 00.0% | Unchanged |
| Citizens & Northern Corp | 11,528 | $1.53M | 0.63% | −20.0% | Reduced |
| Bradley Mark J. | 11,512 | $1.53M | 1.36% | −230−2.0% | Reduced |
| Caxton Associates LP | 11,385 | $1.51M | 0.11% | +11,385 | New |
| Aj Wealth Strategies, LLC | 11,382 | $1.51M | 0.08% | 00.0% | Unchanged |
| Bank Ozk | 11,360 | $1.51M | 0.75% | −305−2.6% | Reduced |
| Stonegate Investment Group, LLC | 11,358 | $1.51M | 0.07% | −608−5.1% | Reduced |
| Pearl River Capital, LLC | 11,330 | $1.50M | 0.25% | +11,330 | New |
| Trust Asset Management LLC | 11,324 | $1.50M | 0.19% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,103 | $1.50M | 0.04% | −20.0% | Reduced |
| Wedmont Private Capital | 10,635 | $1.49M | 0.22% | +395+3.9% | Added |
| Intellectus Partners, LLC | 11,214 | $1.49M | 0.52% | +95+0.9% | Added |
| Signaturefd, LLC | 11,184 | $1.48M | 0.04% | +160+1.5% | Added |
| Kelly Lawrence W & Associates Inc | 11,125 | $1.48M | 0.42% | −10,700−49.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,061 | $1.47M | 0.14% | −269−2.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,009 | $1.46M | 0.36% | +1,441+15.1% | Added |
| WSFS Capital Management, LLC | 11,000 | $1.46M | 0.16% | +3,096+39.2% | Added |
| Laffer Tengler Investments | 10,979 | $1.46M | 0.42% | +1,121+11.4% | Added |
| Herbst Group, LLC | 10,905 | $1.45M | 1.17% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 10,948 | $1.44M | 0.86% | −1,682−13.3% | Reduced |
| Dana Investment Advisors, Inc. | 10,834 | $1.44M | 0.08% | −6,163−36.3% | Reduced |
| Courier Capital LLC | 10,812 | $1.43M | 0.17% | −25−0.2% | Reduced |
| Insight Wealth Strategies, LLC | 10,783 | $1.43M | 0.28% | +486+4.7% | Added |
| Gilder Gagnon Howe & Co LLC | 10,782 | $1.43M | 0.03% | −5,976−35.7% | Reduced |
| Duff & Phelps Investment Management Co | 10,775 | $1.43M | 0.02% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,758 | $1.43M | 0.43% | −708−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,750 | $1.43M | 0.04% | −7,235−40.2% | Reduced |
| Ronald Blue Trust, Inc. | 9,898 | $1.42M | 0.03% | +2,284+30.0% | Added |
| Arabesque Asset Management Ltd | 10,701 | $1.42M | 0.48% | +10,701 | New |
| Mission Wealth Management, LP | 10,652 | $1.41M | 0.07% | −216−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 10,646 | $1.41M | 0.05% | −23,003−68.4% | Reduced |
| Boltwood Capital Management | 10,571 | $1.40M | 0.57% | −147−1.4% | Reduced |
| Ingalls & Snyder LLC | 10,553 | $1.40M | 0.08% | −14,785−58.4% | Reduced |
| Hancock Whitney Corp | 10,536 | $1.40M | 0.05% | −114−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 10,527 | $1.40M | 0.13% | +2,853+37.2% | Added |
| GPM Growth Investors, Inc. | 10,516 | $1.39M | 0.85% | −808−7.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,515 | $1.39M | 0.11% | −3,836−26.7% | Reduced |
| Pinnacle Holdings, LLC | 10,505 | $1.39M | 0.62% | −1,790−14.6% | Reduced |
| Deltec Asset Management LLC | 10,500 | $1.39M | 0.40% | −6,100−36.7% | Reduced |
| Triangle Securities Wealth Management | 10,499 | $1.39M | 0.51% | −504−4.6% | Reduced |
| Welch & Forbes LLC | 10,495 | $1.39M | 0.02% | +45+0.4% | Added |
| Finer Wealth Management, Inc. | 10,467 | $1.39M | 1.30% | −790−7.0% | Reduced |
| Sepio Capital, LP | 10,447 | $1.39M | 0.12% | −12,768−55.0% | Reduced |
| Interval Partners, LP | 10,440 | $1.38M | 0.11% | −166,560−94.1% | Reduced |
| Clearstead Advisors, LLC | 10,431 | $1.38M | 0.11% | −5,602−34.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,421 | $1.38M | 0.20% | −1,657−13.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,399 | $1.38M | 0.45% | +170+1.7% | Added |
| Resonate Capital, LLC | 10,386 | $1.38M | 2.25% | −1,134−9.8% | Reduced |
| United Bank | 10,363 | $1.37M | 0.84% | +1,766+20.5% | Added |
| First Hawaiian Bank | 10,078 | $1.34M | 0.05% | −55−0.5% | Reduced |
| Acorn Financial Advisory Services Inc | 10,065 | $1.33M | 0.28% | +979+10.8% | Added |
| E Fund Management Co., Ltd. | 10,007 | $1.33M | 0.11% | −102−1.0% | Reduced |
| Islet Management, LP | 10,000 | $1.33M | 2.47% | +10,000 | New |
| Andar Capital Management HK Ltd | 10,000 | $1.33M | 6.50% | +10,000 | New |
| Fund 1 Investments, LLC | 10,000 | $1.33M | 0.60% | +10,000 | New |
| Amica Retiree Medical Trust | 9,995 | $1.32M | 1.70% | +1,771+21.5% | Added |
| Marathon Trading Investment Management LLC | 9,966 | $1.32M | 0.88% | +7,366+283.3% | Added |
| Cohen Investment Advisors LLC | 9,949 | $1.32M | 1.10% | +229+2.4% | Added |
| Qtron Investments LLC | 9,892 | $1.31M | 0.28% | +2,961+42.7% | Added |
| Berkshire Bank | 9,888 | $1.31M | 0.40% | −3,380−25.5% | Reduced |
| Merit Financial Group, LLC | 9,802 | $1.30M | 0.05% | +418+4.5% | Added |
| Old North State Wealth Management, LLC | 9,780 | $1.30M | 1.30% | −2,080−17.5% | Reduced |
| Quantum Private Wealth, LLC | 9,771 | $1.30M | 0.82% | +82+0.8% | Added |
| Mutual Advisors, LLC | 9,724 | $1.29M | 0.06% | −200−2.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 9,713 | $1.29M | 0.86% | −5,070−34.3% | Reduced |
| Koshinski Asset Management, Inc. | 9,661 | $1.28M | 0.12% | −754−7.2% | Reduced |
| Alterity Financial Group, LLC | 9,625 | $1.28M | 2.07% | −245−2.5% | Reduced |
| Tiemann Investment Advisors, LLC | 9,625 | $1.28M | 0.75% | +415+4.5% | Added |
| Arthur M. Cohen & Associates, LLC | 9,552 | $1.27M | 0.35% | −120−1.2% | Reduced |
| Bell Bank | 9,537 | $1.26M | 0.15% | −478−4.8% | Reduced |
| George Kaiser Family Foundation | 9,518 | $1.26M | 0.19% | +2,119+28.6% | Added |
| Caliber Wealth Management, LLC | 9,499 | $1.26M | 0.96% | −894−8.6% | Reduced |
| Callahan Advisors, LLC | 9,449 | $1.25M | 0.17% | +147+1.6% | Added |
| Spire Wealth Management | 9,433 | $1.25M | 0.07% | −2,769−22.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,417 | $1.25M | 1.07% | −355−3.6% | Reduced |
| Nations Financial Group Inc, | 9,411 | $1.25M | 0.14% | +173+1.9% | Added |
| Coldstream Capital Management Inc | 9,407 | $1.25M | 0.05% | +9,407 | New |
| Institute for Wealth Management, LLC. | 9,395 | $1.25M | 0.27% | −1,130−10.7% | Reduced |
| BBJS Financial Advisors, LLC | 9,376 | $1.24M | 0.56% | +9,376 | New |
| Kaizen Financial Strategies | 8,247 | $1.23M | 1.22% | −3,750−31.3% | Reduced |
| V Wealth Advisors LLC | 9,297 | $1.23M | 0.26% | −407−4.2% | Reduced |
| Financial Engines Advisors L.L.C. | 9,231 | $1.22M | 0.00% | +175+1.9% | Added |