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 |
|---|---|---|---|---|---|
| XR Securities LLC | 5,643 | $748.2K | 0.89% | −6,907−55.0% | Reduced |
| St. Johns Investment Management Company, LLC | 5,627 | $746.1K | 0.45% | −1,090−16.2% | Reduced |
| Allworth Financial LP | 5,624 | $745.7K | 0.01% | −2,147−27.6% | Reduced |
| Occidental Asset Management, LLC | 5,597 | $742.1K | 0.20% | +1,740+45.1% | Added |
| 1776 Wealth LLC | 5,590 | $741.0K | 0.53% | −72−1.3% | Reduced |
| Western Wealth Management, LLC | 5,579 | $739.8K | 0.08% | −2,561−31.5% | Reduced |
| Moloney Securities Asset Management, LLC | 5,570 | $738.5K | 0.16% | +2,143+62.5% | Added |
| Oxler Private Wealth LLC | 5,567 | $738.1K | 0.40% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,556 | $736.7K | 0.24% | −1,246−18.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,555 | $736.5K | 0.29% | +882+18.9% | Added |
| Orion Capital Management LLC | 5,539 | $734.4K | 0.54% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,531 | $733.4K | 0.05% | +1,010+22.3% | Added |
| Moody Lynn & Lieberson, LLC | 5,521 | $732.0K | 0.07% | −5−0.1% | Reduced |
| CastleKnight Management LP | 5,500 | $729.2K | 0.21% | +5,500 | New |
| Compass Financial Advisors LLC | 5,499 | $729.1K | 0.98% | −70−1.3% | Reduced |
| ProVise Management Group, LLC | 5,498 | $729.0K | 0.07% | −423−7.1% | Reduced |
| Country Club Bank | 5,496 | $728.7K | 0.06% | −5,034−47.8% | Reduced |
| Virtu Financial LLC | 5,480 | $727.0K | 0.10% | −3,150−36.5% | Reduced |
| Landscape Capital Management, L.L.C. | 5,459 | $723.8K | 0.11% | +79+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 5,450 | $722.6K | 0.63% | +122+2.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,442 | $721.6K | 0.32% | −215−3.8% | Reduced |
| Engineers Gate Manager LP | 5,431 | $720.1K | 0.04% | +746+15.9% | Added |
| Thrive Wealth Management, LLC | 5,421 | $718.8K | 0.21% | −220−3.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,407 | $716.9K | 0.12% | −2,323−30.1% | Reduced |
| KG&L Capital Management,LLC | 5,395 | $715.3K | 0.41% | −836−13.4% | Reduced |
| Quantamental Technologies LLC | 5,379 | $713.2K | 0.33% | +5,379 | New |
| Raab & Moskowitz Asset Management LLC | 5,366 | $711.5K | 0.27% | −419−7.2% | Reduced |
| BSW Wealth Partners | 5,360 | $711.0K | 0.15% | −1,285−19.3% | Reduced |
| Sentry Investment Management LLC | 5,350 | $709.0K | 0.31% | −1,567−22.7% | Reduced |
| Guerra Pan Advisors, LLC | 5,319 | $705.2K | 0.96% | −470−8.1% | Reduced |
| Prudent Man Advisors, LLC | 5,299 | $703.0K | 0.28% | +2,655+100.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,282 | $700.3K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,268 | $698.5K | 0.08% | +874+19.9% | Added |
| Michael B. Yongue | 5,256 | $696.9K | 0.65% | −3,823−42.1% | Reduced |
| Northern Oak Wealth Management Inc | 5,234 | $694.0K | 0.10% | −1,626−23.7% | Reduced |
| Shorepoint Capital Partners LLC | 5,225 | $693.0K | 0.19% | +139+2.7% | Added |
| Redmont Wealth Advisors LLC | 5,200 | $689.5K | 0.81% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,197 | $689.0K | 0.07% | +254+5.1% | Added |
| Two Sigma Securities, LLC | 5,186 | $687.6K | 0.10% | +1,229+31.1% | Added |
| Global Retirement Partners, LLC | 5,180 | $686.8K | 0.05% | −782−13.1% | Reduced |
| Knuff & Co LLC | 5,160 | $684.2K | 0.29% | −155−2.9% | Reduced |
| Proequities, Inc. | 5,148 | $682.6K | 0.06% | −123−2.3% | Reduced |
| StoneX Group Inc. | 5,140 | $682.5K | 0.08% | −184−3.5% | Reduced |
| Arete Wealth Advisors, LLC | 5,143 | $681.9K | 0.06% | −297−5.5% | Reduced |
| J. Goldman & Co LP | 5,132 | $680.5K | 0.05% | −88,233−94.5% | Reduced |
| First County Bank | 5,105 | $676.9K | 0.32% | +5,105 | New |
| Lumina Fund Management LLC | 5,100 | $676.0K | 0.34% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 5,095 | $675.5K | 0.42% | −250−4.7% | Reduced |
| Highlander Capital Management, LLC | 5,082 | $674.0K | 0.35% | 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 |
| Ycg, LLC | 5,076 | $673.0K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,070 | $672.2K | 0.11% | +306+6.4% | Added |
| First Foundation Advisors | 5,058 | $670.6K | 0.03% | −3,027−37.4% | Reduced |
| 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 |
| Penserra Capital Management LLC | 5,047 | $669.0K | 0.01% | +292+6.1% | Added |
| Mission Creek Capital Partners, Inc. | 5,032 | $667.2K | 0.24% | +846+20.2% | Added |
| NorthRock Partners, LLC | 5,027 | $666.5K | 0.08% | −576−10.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,018 | $665.3K | 0.42% | −78−1.5% | Reduced |
| Diligent Investors, LLC | 5,003 | $663.3K | 0.22% | +1,172+30.6% | Added |
| BigSur Wealth Management LLC | 5,000 | $663.0K | 0.32% | −600−10.7% | Reduced |
| Desjardins Global Asset Management Inc. | 4,997 | $662.0K | 0.10% | −2,489−33.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,985 | $661.0K | 0.48% | +4,985 | New |
| Buckingham Strategic Wealth, LLC | 4,977 | $660.0K | 0.01% | −280−5.3% | Reduced |
| Ballast, Inc. | 4,976 | $659.8K | 0.29% | +1,551+45.3% | Added |
| Headinvest, LLC | 4,960 | $657.6K | 0.15% | −426−7.9% | Reduced |
| Krilogy Financial LLC | 4,950 | $656.3K | 0.06% | −3,638−42.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,935 | $654.3K | 0.75% | −1,488−23.2% | Reduced |
| CSS LLC | 4,929 | $653.5K | 0.04% | +1,009+25.7% | Added |
| Wade G W & Inc | 4,924 | $653.0K | 0.03% | −2,117−30.1% | Reduced |
| Icapital Wealth LLC | 4,909 | $650.9K | 0.50% | −8,162−62.4% | Reduced |
| Argent Advisors, Inc. | 4,898 | $649.4K | 0.34% | −464−8.7% | Reduced |
| RMR Wealth Builders | 4,867 | $645.3K | 0.15% | +231+5.0% | Added |
| Cim Investment Mangement Inc | 4,866 | $645.2K | 0.25% | +2,594+114.2% | Added |
| Wolff Wiese Magana LLC | 4,861 | $644.5K | 0.55% | −298−5.8% | Reduced |
| Redwood Investment Management, LLC | 4,854 | $644.0K | 0.09% | +2,006+70.4% | Added |
| Legacy Bridge, LLC | 4,849 | $642.9K | 0.46% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4,846 | $642.5K | 0.08% | +4,846 | New |
| 9258 Wealth Management, LLC | 4,832 | $640.7K | 0.14% | −102−2.1% | Reduced |
| Parcion Private Wealth LLC | 4,794 | $635.6K | 0.07% | −695−12.7% | Reduced |
| Ritholtz Wealth Management | 4,777 | $633.4K | 0.04% | −858−15.2% | Reduced |
| Morse Asset Management, Inc | 4,757 | $631.0K | 0.23% | −3,547−42.7% | Reduced |
| VELA Investment Management, LLC | 4,757 | $630.7K | 0.31% | +506+11.9% | Added |
| Sky Investment Group LLC | 4,745 | $629.0K | 0.15% | −201−4.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $623.2K | 0.28% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,690 | $621.8K | 0.45% | +2,020+75.7% | Added |
| Ayrshire Capital Management LLC | 4,688 | $621.6K | 0.44% | −445−8.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $619.0K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,658 | $617.6K | 0.44% | −209−4.3% | Reduced |
| Essex Savings Bank | 4,655 | $617.2K | 0.22% | +403+9.5% | Added |
| 1st Source Bank | 4,643 | $615.6K | 0.04% | −278−5.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,638 | $615.0K | 0.52% | +4,638 | New |
| Wallace Advisory Group, LLC | 4,626 | $613.4K | 0.48% | +4,626 | New |
| Credential Qtrade Securities Inc. | 4,595 | $609.3K | 0.04% | −1,357−22.8% | Reduced |
| Brown Capital Management LLC | 4,589 | $608.5K | 0.01% | −164−3.5% | Reduced |
| 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 |
| Parsec Financial Management, Inc. | 4,552 | $603.5K | 0.03% | +4,552 | New |
| Aaron Wealth Advisors | 4,547 | $602.9K | 0.09% | +354+8.4% | Added |