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 |
|---|---|---|---|---|---|
| Resources Management Corp | 9,231 | $1.22M | 0.19% | −1,092−10.6% | Reduced |
| Segall Bryant & Hamill, LLC | 9,225 | $1.22M | 0.01% | −979−9.6% | Reduced |
| Savant Capital, LLC | 9,438 | $1.22M | 0.03% | −277−2.9% | Reduced |
| Sculati Wealth Management, LLC | 9,187 | $1.22M | 0.68% | +4,222+85.0% | Added |
| TD Private Client Wealth LLC | 9,183 | $1.22M | 0.06% | −7,810−46.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,175 | $1.22M | 1.72% | +1,554+20.4% | Added |
| Meeder Advisory Services, Inc. | 9,156 | $1.21M | 0.15% | +9,156 | New |
| Canal Capital Management, LLC | 9,151 | $1.21M | 0.29% | −4,786−34.3% | Reduced |
| Park Place Capital Corp | 9,148 | $1.21M | 0.34% | +9,148 | New |
| Cornerstone National Bank & Trust Co | 9,133 | $1.21M | 0.68% | +38+0.4% | Added |
| Cypress Capital Group | 9,100 | $1.21M | 0.18% | −7,070−43.7% | Reduced |
| Cribstone Capital Management, LLC | 9,087 | $1.20M | 0.70% | +2,449+36.9% | Added |
| VeraBank, N.A. | 9,082 | $1.20M | 0.60% | +14+0.2% | Added |
| Asset Dedication, LLC | 9,143 | $1.20M | 0.12% | −155−1.7% | Reduced |
| Wolf Group Capital Advisors | 9,071 | $1.20M | 0.57% | −226−2.4% | Reduced |
| Grandview Asset Management LLC | 8,956 | $1.19M | 0.74% | −1,141−11.3% | Reduced |
| Principle Wealth Partners LLC | 8,925 | $1.18M | 0.13% | −104−1.2% | Reduced |
| Kovack Advisors, Inc. | 8,914 | $1.18M | 0.17% | −3,885−30.4% | Reduced |
| Avalon Investment & Advisory | 8,878 | $1.18M | 0.03% | −2,863−24.4% | Reduced |
| Legacy Private Trust Co. | 8,868 | $1.18M | 0.11% | −3,660−29.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 8,813 | $1.17M | 0.30% | +8,813 | New |
| Pictet Bank & Trust Ltd | 8,805 | $1.17M | 1.37% | +1,035+13.3% | Added |
| Optas, LLC | 8,790 | $1.17M | 0.48% | +17+0.2% | Added |
| Northcape Capital Pty Ltd | 8,785 | $1.17M | 0.14% | +793+9.9% | Added |
| IPG Investment Advisors LLC | 8,759 | $1.16M | 0.32% | −2,222−20.2% | Reduced |
| Bangor Savings Bank | 8,710 | $1.16M | 0.14% | −733−7.8% | Reduced |
| L.M. Kohn & Company | 8,674 | $1.15M | 0.54% | −993−10.3% | Reduced |
| HB Wealth Management, LLC | 8,653 | $1.15M | 0.02% | +2,939+51.4% | Added |
| International Assets Investment Management, LLC | 8,638 | $1.15M | 0.12% | +2,215+34.5% | Added |
| Procyon Private Wealth Partners, LLC | 8,628 | $1.14M | 0.21% | +1,109+14.7% | Added |
| AIA Group Ltd | 8,600 | $1.14M | 0.07% | +1,700+24.6% | Added |
| Personal Cfo Solutions, LLC | 8,591 | $1.14M | 0.24% | −574−6.3% | Reduced |
| Partners Capital Investment Group, LLP | 8,557 | $1.13M | 0.05% | −412−4.6% | Reduced |
| Aldebaran Financial Inc. | 8,523 | $1.13M | 1.26% | +1,337+18.6% | Added |
| Edge Capital Group, LLC | 8,513 | $1.13M | 0.08% | +3,673+75.9% | Added |
| Coastwise Capital Group, LLC | 8,462 | $1.12M | 1.33% | +343+4.2% | Added |
| Hudson Canyon Capital Management | 8,450 | $1.12M | 1.03% | +8,450 | New |
| Eagle Asset Management Inc | 8,263 | $1.11M | 0.01% | +421+5.4% | Added |
| Empowered Funds, LLC | 8,374 | $1.11M | 0.07% | +3,022+56.5% | Added |
| Fred Alger Management, LLC | 8,365 | $1.11M | 0.01% | −129,334−93.9% | Reduced |
| Elmwood Wealth Management, Inc. | 8,273 | $1.10M | 0.55% | −13−0.2% | Reduced |
| HBK Sorce Advisory LLC | 8,196 | $1.09M | 0.03% | +3,973+94.1% | Added |
| Exchange Traded Concepts, LLC | 8,154 | $1.08M | 0.03% | −439−5.1% | Reduced |
| Wealthspire Advisors, LLC | 8,124 | $1.08M | 0.02% | +1,837+29.2% | Added |
| Oak Harbor Wealth Partners, LLC | 8,118 | $1.08M | 0.41% | −942−10.4% | Reduced |
| IMA Wealth, Inc. | 8,107 | $1.07M | 0.28% | −1,111−12.1% | Reduced |
| Wealth Alliance | 8,106 | $1.07M | 0.19% | −4,220−34.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,380 | $1.07M | 0.03% | −1,775−21.8% | Reduced |
| Ballentine Partners, LLC | 8,025 | $1.06M | 0.03% | −4,805−37.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.06M | 0.44% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,986 | $1.06M | 0.11% | +174+2.2% | Added |
| Stock Yards Bank & Trust Co | 7,973 | $1.06M | 0.04% | −55−0.7% | Reduced |
| Golden Green, Inc. | 7,965 | $1.06M | 1.09% | +105+1.3% | Added |
| Hellman Jordan Management Co Inc | 7,968 | $1.06M | 1.79% | −153−1.9% | Reduced |
| Schmidt P J Investment Management Inc | 7,950 | $1.05M | 0.24% | −1,023−11.4% | Reduced |
| TrinityPoint Wealth, LLC | 7,944 | $1.05M | 0.24% | −1,943−19.7% | Reduced |
| Stansberry Asset Management, LLC | 7,941 | $1.05M | 0.22% | +742+10.3% | Added |
| Wambolt & Associates, LLC | 901,125 | $1.05M | 0.40% | −4400.0% | Reduced |
| Quantinno Capital Management LP | 7,890 | $1.05M | 0.08% | −3,631−31.5% | Reduced |
| Keeler Thomas Management LLC | 7,869 | $1.04M | 0.53% | −1,099−12.3% | Reduced |
| Field & Main Bank | 7,868 | $1.04M | 0.67% | +25+0.3% | Added |
| Financial Advocates Investment Management | 7,863 | $1.04M | 0.08% | +3,367+74.9% | Added |
| Wintrust Investments LLC | 7,815 | $1.04M | 0.14% | +2,756+54.5% | Added |
| Calamos Wealth Management LLC | 7,774 | $1.03M | 0.08% | −41,291−84.2% | Reduced |
| Gs Investments, Inc. | 7,686 | $1.02M | 0.63% | −1,727−18.3% | Reduced |
| Steinberg Asset Management LLC | 7,663 | $1.02M | 1.10% | +151+2.0% | Added |
| Charter Research & Investment Group, Inc. | 7,632 | $1.01M | 0.97% | −270−3.4% | Reduced |
| Laidlaw Wealth Management LLC | 7,624 | $1.01M | 0.22% | +1,788+30.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,606 | $1.01M | 0.11% | +419+5.8% | Added |
| Kistler-Tiffany Companies, LLC | 7,605 | $1.01M | 0.21% | +485+6.8% | Added |
| Cito Capital Group, LLC | 7,600 | $1.01M | 0.55% | −1,950−20.4% | Reduced |
| Cavalier Investments, LLC | 7,594 | $1.01M | 0.36% | −120−1.6% | Reduced |
| IHT Wealth Management, LLC | 7,583 | $1.01M | 0.06% | −1,637−17.8% | Reduced |
| Insigneo Advisory Services, LLC | 7,573 | $1.00M | 0.38% | +7,573 | New |
| Squarepoint Ops LLC | 7,468 | $990.2K | 0.01% | −128,342−94.5% | Reduced |
| Heritage Trust Co | 7,457 | $988.7K | 0.16% | +746+11.1% | Added |
| Harbour Investments, Inc. | 7,442 | $986.7K | 0.06% | +704+10.4% | Added |
| Chickasaw Capital Management LLC | 7,384 | $979.0K | 0.05% | −305−4.0% | Reduced |
| Missouri Trust & Investment Co | 7,368 | $977.0K | 0.59% | −1,793−19.6% | Reduced |
| WP Advisors, LLC | 7,364 | $976.4K | 0.44% | −1,287−14.9% | Reduced |
| Center for Financial Planning, Inc. | 7,324 | $971.1K | 0.24% | +370+5.3% | Added |
| Sawtooth Solutions, LLC | 7,315 | $969.9K | 0.13% | −821−10.1% | Reduced |
| Bay Rivers Group | 7,294 | $967.1K | 0.98% | +99+1.4% | Added |
| Van Hulzen Asset Management, LLC | 7,289 | $966.0K | 0.11% | −594−7.5% | Reduced |
| Private Advisor Group, LLC | 61,564 | $963.2K | 0.05% | −306−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,241 | $960.1K | 0.04% | −507−6.5% | Reduced |
| Rosenbaum Jay D. | 7,234 | $959.2K | 2.07% | +185+2.6% | Added |
| Baystate Wealth Management LLC | 7,229 | $958.0K | 0.09% | −1,857−20.4% | Reduced |
| Renasant Bank | 7,211 | $956.1K | 0.72% | +1,912+36.1% | Added |
| Wealthsource Partners, LLC | 7,208 | $955.7K | 0.07% | −373−4.9% | Reduced |
| Northstar Group, Inc. | 7,172 | $950.9K | 0.27% | −1,651−18.7% | Reduced |
| Voya Financial Advisors, Inc. | 7,150 | $947.7K | 0.12% | −2,580−26.5% | Reduced |
| Boyd Watterson Asset Management LLC | 7,117 | $943.6K | 0.39% | −71−1.0% | Reduced |
| Capstone Triton Financial Group, LLC | 7,089 | $939.9K | 0.75% | −340−4.6% | Reduced |
| Secure Asset Management, LLC | 7,045 | $934.1K | 0.34% | +4,456+172.1% | Added |
| Nicolet Bankshares Inc | 10,164 | $931.7K | 0.32% | −32−0.3% | Reduced |
| Eqis Capital Management, Inc. | 7,025 | $931.4K | 0.10% | −1,030−12.8% | Reduced |
| IFP Advisors, Inc | 13,101 | $930.0K | 0.03% | −6,077−31.7% | Reduced |
| Bard Financial Services, Inc. | 7,010 | $929.0K | 0.08% | −425−5.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $928.0K | 0.65% | −4,000−36.4% | Reduced |