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 |
|---|---|---|---|---|---|
| Conning Inc. | 6,980 | $925.5K | 0.03% | −40−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 6,964 | $923.4K | 0.04% | −378−5.1% | Reduced |
| Bristlecone Advisors, LLC | 6,936 | $919.6K | 0.11% | +449+6.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,925 | $918.2K | 0.53% | +125+1.8% | Added |
| Brandywine Managers, LLC | 6,913 | $916.6K | 3.20% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,911 | $916.3K | 0.08% | −23,111−77.0% | Reduced |
| Private Trust Co NA | 6,880 | $912.0K | 0.14% | −2,522−26.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,870 | $910.9K | 0.24% | −290−4.1% | Reduced |
| Greenland Capital Management LP | 6,853 | $908.6K | 0.17% | +6,853 | New |
| Ardsley Advisory Partners LP | 6,850 | $908.2K | 0.23% | +1,850+37.0% | Added |
| Jacobi Capital Management LLC | 6,841 | $907.0K | 0.11% | −1,154−14.4% | Reduced |
| MidWestOne Financial Group, Inc. | 6,820 | $904.3K | 0.21% | −1,376−16.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,773 | $898.1K | 0.04% | −216−3.1% | Reduced |
| Lynch Asset Management, Inc. | 6,750 | $895.0K | 0.77% | −1,250−15.6% | Reduced |
| NVWM, LLC | 6,743 | $894.1K | 0.32% | −3,462−33.9% | Reduced |
| Clear Street Markets LLC | 6,741 | $894.0K | 0.18% | −136,751−95.3% | Reduced |
| Congress Park Capital LLC | 6,705 | $889.0K | 0.57% | +428+6.8% | Added |
| AM Squared Ltd | 6,700 | $888.4K | 0.59% | +6,700 | New |
| Dearborn Partners LLC | 6,697 | $888.0K | 0.04% | +415+6.6% | Added |
| Signature Wealth Management Group | 6,675 | $885.0K | 0.43% | −3,887−36.8% | Reduced |
| Nikulski Financial, Inc. | 6,668 | $884.1K | 0.42% | −614−8.4% | Reduced |
| Wealth Management Partners, LLC | 7,000 | $882.8K | 0.74% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,646 | $881.2K | 0.34% | +183+2.8% | Added |
| Change Path, LLC | 6,645 | $881.0K | 0.05% | −328−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 6,643 | $880.8K | 0.01% | −22−0.3% | Reduced |
| Doliver Advisors, LP | 6,634 | $879.6K | 0.29% | −1,102−14.2% | Reduced |
| Exencial Wealth Advisors, LLC | 6,613 | $876.8K | 0.05% | −26,370−80.0% | Reduced |
| Forum Financial Management, LP | 6,612 | $876.6K | 0.03% | +1,713+35.0% | Added |
| Ameritas Advisory Services, LLC | 6,604 | $875.6K | 0.04% | +64+1.0% | Added |
| Clare Market Investments LLC | 6,600 | $875.1K | 0.41% | +341+5.4% | Added |
| Wrapmanager Inc | 6,588 | $874.0K | 0.28% | −2,116−24.3% | Reduced |
| Ascent Wealth Partners, LLC | 6,595 | $873.8K | 0.19% | +6,595 | New |
| Eagle Strategies LLC | 6,576 | $871.9K | 0.26% | +6,576 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,825 | $871.4K | 0.53% | +519+9.8% | Added |
| SeaBridge Investment Advisors LLC | 6,570 | $871.1K | 0.31% | −7,580−53.6% | Reduced |
| Donaldson Capital Management, LLC | 6,567 | $870.8K | 0.04% | +361+5.8% | Added |
| Penobscot Investment Management Company, Inc. | 6,558 | $869.5K | 0.15% | −540−7.6% | Reduced |
| Ironwood Investment Management LLC | 6,519 | $864.4K | 0.57% | −109−1.6% | Reduced |
| Westwood Holdings Group Inc. | 6,500 | $862.0K | 0.01% | −845−11.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,482 | $859.4K | 0.08% | −1,416−17.9% | Reduced |
| First Pacific Financial | 6,447 | $854.8K | 0.42% | +449+7.5% | Added |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.21% | −4,081−38.9% | Reduced |
| Naviter Wealth, LLC | 5,489 | $850.0K | 0.23% | −186−3.3% | Reduced |
| Navalign, LLC | 6,376 | $845.4K | 0.35% | −1,520−19.3% | Reduced |
| Redmond Asset Management, LLC | 6,359 | $843.1K | 0.30% | +90+1.4% | Added |
| Intrust Bank NA | 6,357 | $842.9K | 0.12% | −284−4.3% | Reduced |
| TRUE Private Wealth Advisors | 6,356 | $842.7K | 0.13% | −198−3.0% | Reduced |
| Birinyi Associates Inc | 6,340 | $841.0K | 0.40% | +175+2.8% | Added |
| Perpetual Investment Management Ltd | 6,298 | $835.1K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,388 | $833.7K | 0.13% | +25+0.4% | Added |
| DoubleLine ETF Adviser LP | 6,268 | $831.1K | 0.43% | +6,268 | New |
| Burns J W & Co Inc | 6,243 | $828.0K | 0.15% | −668−9.7% | Reduced |
| Harbor Capital Advisors, Inc. | 6,236 | $826.8K | 0.82% | −17,659−73.9% | Reduced |
| Integrated Advisors Network LLC | 6,228 | $825.8K | 0.05% | +83+1.4% | Added |
| Midwest Professional Planners, LTD. | 6,227 | $825.6K | 0.46% | +325+5.5% | Added |
| Altfest L J & Co Inc | 6,210 | $823.0K | 0.14% | −1,217−16.4% | Reduced |
| Carr Financial Group Corp | 6,147 | $815.0K | 0.43% | +6,147 | New |
| Lavaca Capital LLC | 5,000 | $813.0K | 0.32% | −5,100−50.5% | Reduced |
| Columbia Trust Co 01012016 | 6,111 | $810.3K | 0.45% | −650−9.6% | Reduced |
| CWA Asset Management Group, LLC | 6,111 | $810.2K | 0.07% | −143−2.3% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $803.6K | 0.30% | 00.0% | Unchanged |
| Albion Financial Group | 6,060 | $803.5K | 0.08% | −492−7.5% | Reduced |
| Mainstay Capital Management LLC | 6,026 | $799.0K | 0.18% | −320−5.0% | Reduced |
| Graypoint LLC | 6,022 | $798.5K | 0.10% | −1,128−15.8% | Reduced |
| Regatta Capital Group, LLC | 6,021 | $798.4K | 0.28% | −2,186−26.6% | Reduced |
| Shepherd Financial Partners LLC | 6,013 | $797.3K | 0.14% | −3,409−36.2% | Reduced |
| Greenline Partners, LLC | 6,006 | $796.3K | 0.16% | −1,069−15.1% | Reduced |
| Norway Savings Bank | 6,006 | $796.3K | 0.41% | −156−2.5% | Reduced |
| Gamco Investors, Inc. Et Al | 6,000 | $795.5K | 0.01% | −189−3.1% | Reduced |
| Options Solutions, LLC | 5,981 | $793.0K | 1.13% | +71+1.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,963 | $790.6K | 0.22% | −1,238−17.2% | Reduced |
| HRT Financial LP | 5,963 | $790.0K | 0.01% | +5,963 | New |
| Kula Investments, LLC | 5,941 | $787.7K | 0.28% | +5,941 | New |
| World Equity Group, Inc. | 5,939 | $787.5K | 0.19% | +57+1.0% | Added |
| YHB Investment Advisors, Inc. | 5,926 | $785.7K | 0.08% | −1,567−20.9% | Reduced |
| Investment House LLC | 5,925 | $785.6K | 0.07% | −6,030−50.4% | Reduced |
| Atlas Brown,Inc. | 5,920 | $784.9K | 0.39% | −1,003−14.5% | Reduced |
| Scott & Selber, Inc. | 5,914 | $784.0K | 0.35% | −184−3.0% | Reduced |
| RFG Advisory, LLC | 4,576 | $782.7K | 0.04% | +1,406+44.4% | Added |
| Northwest & Ethical Investments L.P. | 5,903 | $782.7K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5,887 | $780.6K | 0.12% | +20+0.3% | Added |
| Capital Investment Advisors, LLC | 5,880 | $780.0K | 0.02% | −161−2.7% | Reduced |
| Goodman Advisory Group, LLC | 5,874 | $779.0K | 0.45% | +934+18.9% | Added |
| Harvest Volatility Management LLC | 5,870 | $778.3K | 0.16% | −1,260−17.7% | 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 |
| Activest Wealth Management | 4,929 | $772.2K | 0.23% | −2,559−34.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,805 | $769.7K | 0.53% | −202−3.4% | Reduced |
| Leelyn Smith, LLC | 5,794 | $768.2K | 0.21% | +1,890+48.4% | Added |
| Tilia Fiduciary Partners, Inc. | 5,764 | $764.2K | 0.73% | +27+0.5% | Added |
| Asset Management Corp | 5,751 | $762.5K | 0.64% | −3,050−34.7% | Reduced |
| Congress Asset Management Co | 5,743 | $761.5K | 0.01% | −45,100−88.7% | Reduced |
| TLWM | 5,735 | $760.4K | 0.28% | −57,453−90.9% | Reduced |
| Tudor Investment Corp Et Al | 5,732 | $760.0K | 0.02% | −19,956−77.7% | Reduced |
| Northstar Asset Management LLC | 5,717 | $758.0K | 0.24% | −2,135−27.2% | Reduced |
| KRS Capital Management, LLC | 5,713 | $757.5K | 1.04% | +150+2.7% | Added |
| Boenning & Scattergood, Inc. | 3,567 | $757.0K | 0.12% | +308+9.5% | Added |
| Alta Wealth Advisors LLC | 5,694 | $755.0K | 0.51% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,669 | $751.7K | 0.09% | −1,584−21.8% | Reduced |
| Tiedemann Advisors, LLC | 5,662 | $750.7K | 0.04% | +768+15.7% | Added |