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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 4,542 | $602.2K | 0.09% | +630+16.1% | Added |
| Chicago Trust Co NA | 4,544 | $602.0K | 0.15% | +17+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 4,524 | $599.8K | 0.32% | −242−5.1% | Reduced |
| Buckingham Strategic Partners | 4,518 | $599.0K | 0.05% | −615−12.0% | Reduced |
| Baxter Bros Inc | 4,517 | $599.0K | 0.10% | +374+9.0% | Added |
| Sargent Investment Group, LLC | 4,515 | $598.6K | 0.19% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,492 | $595.6K | 0.50% | +151+3.5% | Added |
| Barings LLC | 4,482 | $594.3K | 0.02% | −485−9.8% | Reduced |
| Strait & Sound Wealth Management LLC | 3,998 | $593.6K | 0.65% | +3,998 | New |
| Financial Architects, Inc | 4,462 | $591.6K | 0.10% | −29−0.6% | Reduced |
| Saturna Capital CORP | 4,445 | $589.4K | 0.01% | −57−1.3% | Reduced |
| Archford Capital Strategies, LLC | 4,433 | $587.8K | 0.14% | −303−6.4% | Reduced |
| Werba Rubin Papier Wealth Management | 4,395 | $582.7K | 0.24% | +4,395 | New |
| Peterson Financial Group, Inc. | 4,381 | $580.9K | 0.77% | −2,352−34.9% | Reduced |
| JT Stratford LLC | 4,365 | $578.8K | 0.19% | −737−14.4% | Reduced |
| Investors Research Corp | 4,363 | $578.5K | 0.16% | +950+27.8% | Added |
| Quadrant Capital Group LLC | 4,351 | $576.9K | 0.07% | +280+6.9% | Added |
| CIC Wealth, LLC | 4,348 | $576.5K | 0.24% | +4,348 | New |
| First United Bank Trust | 4,342 | $575.6K | 0.28% | −491−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,318 | $572.5K | 0.09% | −1,846−29.9% | Reduced |
| Sather Financial Group Inc | 4,315 | $572.1K | 0.05% | +4,315 | New |
| Bank Pictet & Cie (Asia) Ltd | 4,305 | $570.8K | 0.21% | +312+7.8% | Added |
| Israel Discount Bank of New York | 4,281 | $567.0K | 0.48% | −266−5.9% | Reduced |
| Fortis Capital Management LLC | 4,257 | $564.4K | 0.42% | −115−2.6% | Reduced |
| Romano Brothers and Company | 4,248 | $563.2K | 0.09% | +287+7.2% | Added |
| Meridian Financial Partners LLC | 3,826 | $560.0K | 0.63% | −40−1.0% | Reduced |
| Capital Impact Advisors, LLC | 4,209 | $558.1K | 0.55% | +722+20.7% | Added |
| Greystone Financial Group, LLC | 4,183 | $554.6K | 0.16% | −3,605−46.3% | Reduced |
| Sonen Capital LLC | 4,161 | $551.7K | 0.90% | −928−18.2% | Reduced |
| AlphaStar Capital Management, LLC | 5,198 | $550.8K | 0.06% | −130−2.4% | Reduced |
| Barden Capital Management, Inc. | 4,115 | $547.7K | 0.56% | −1,994−32.6% | Reduced |
| Ascent Group, LLC | 4,129 | $547.5K | 0.06% | −611−12.9% | Reduced |
| Seven Springs Wealth Group, LLC | 4,128 | $547.3K | 0.26% | −690−14.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,116 | $545.7K | 0.13% | +15+0.4% | Added |
| Intact Investment Management Inc. | 4,100 | $543.6K | 0.02% | −2,600−38.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,098 | $543.4K | 0.06% | +4,098 | New |
| Scissortail Wealth Management, LLC | 3,246 | $542.0K | 0.31% | +3,246 | New |
| Texas Yale Capital Corp. | 4,083 | $541.4K | 0.03% | +1,859+83.6% | Added |
| Vigilare Wealth Management | 4,067 | $539.2K | 0.31% | −1,245−23.4% | Reduced |
| Jmac Enterprises LLC | 4,049 | $536.9K | 0.15% | −181−4.3% | Reduced |
| Kapstone Financial Advisors LLC | 3,072 | $536.5K | 0.49% | +3,072 | New |
| Weil Company, Inc. | 4,037 | $535.3K | 0.24% | +4,037 | New |
| Claro Advisors LLC | 4,034 | $534.9K | 0.17% | +224+5.9% | Added |
| Compton Wealth Advisory Group, LLC | 4,023 | $533.4K | 0.21% | −3,399−45.8% | Reduced |
| Great Lakes Retirement, Inc. | 4,017 | $532.7K | 0.14% | +4,017 | New |
| Caas Capital Management LP | 4,000 | $530.4K | 0.10% | −3,701−48.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,997 | $530.0K | 0.38% | −632−13.7% | Reduced |
| Plancorp, LLC | 3,989 | $528.9K | 0.03% | −148−3.6% | Reduced |
| Benchmark Investment Advisors LLC | 3,985 | $528.4K | 0.56% | −920−18.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,982 | $528.0K | 0.15% | −757−16.0% | Reduced |
| Insight Advisors, LLC | 3,926 | $528.0K | 0.18% | +742+23.3% | Added |
| Riverview Trust Co | 3,969 | $526.0K | 0.50% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,961 | $525.2K | 0.51% | −1,476−27.1% | Reduced |
| Compton Capital Management Inc | 3,955 | $524.0K | 0.38% | −630−13.7% | Reduced |
| Brady Family Wealth, LLC | 3,950 | $523.7K | 0.22% | +3,950 | New |
| Oder Investment Management, LLC | 3,944 | $522.9K | 0.65% | −58−1.4% | Reduced |
| Eastern Bank | 3,920 | $519.8K | 0.03% | −103−2.6% | Reduced |
| Paradigm Financial Partners, LLC | 3,694 | $519.0K | 0.15% | −57−1.5% | Reduced |
| Credit Capital Investments LLC | 3,900 | $517.1K | 0.75% | +1,258+47.6% | Added |
| Focus Financial Network, Inc. | 3,890 | $515.8K | 0.04% | −796−17.0% | Reduced |
| HF Advisory Group, LLC | 3,888 | $515.5K | 0.52% | +3,888 | New |
| Sage Rhino Capital LLC | 3,878 | $514.2K | 0.16% | −98−2.5% | Reduced |
| Congress Wealth Management LLC | 3,870 | $513.1K | 0.01% | −1,615−29.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,866 | $513.0K | 0.17% | −793−17.0% | Reduced |
| Pacer Advisors, Inc. | 3,860 | $511.8K | 0.00% | −71,054−94.8% | Reduced |
| Augustine Asset Management Inc | 3,845 | $509.8K | 0.28% | +3,845 | New |
| Accurate Wealth Management, LLC | 3,440 | $507.1K | 0.19% | +717+26.3% | Added |
| Next Century Growth Investors LLC | 3,809 | $505.0K | 0.06% | −2,593−40.5% | Reduced |
| Symmetry Partners, LLC | 3,810 | $505.0K | 0.03% | +1,441+60.8% | Added |
| Kraematon Investment Advisors, Inc | 3,801 | $504.0K | 0.55% | +150+4.1% | Added |
| Avestar Capital, LLC | 3,785 | $501.9K | 0.11% | −389−9.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,783 | $501.6K | 0.03% | +1,826+93.3% | Added |
| Hilltop Holdings Inc. | 3,769 | $499.7K | 0.06% | +394+11.7% | Added |
| Curbstone Financial Management Corp | 3,756 | $498.0K | 0.12% | −250−6.2% | Reduced |
| Karani Asset Management LLC | 3,734 | $495.1K | 0.58% | −4,760−56.0% | Reduced |
| Citizens Financial Group Inc | 3,722 | $493.5K | 0.02% | −1,015−21.4% | Reduced |
| BerganKDV Wealth Management, LLC | 3,716 | $492.7K | 0.05% | +81+2.2% | Added |
| Viawealth, LLC | 3,339 | $491.2K | 0.40% | +3,339 | New |
| Valley Brook Capital Group | 3,695 | $489.9K | 0.47% | −25−0.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,689 | $489.1K | 0.09% | +254+7.4% | Added |
| Glen Eagle Advisors, LLC | 3,686 | $488.7K | 0.13% | −176−4.6% | Reduced |
| Bridgefront Capital, LLC | 3,680 | $487.9K | 0.34% | +3,680 | New |
| Lindbrook Capital, LLC | 3,679 | $487.8K | 0.06% | −2,470−40.2% | Reduced |
| FirstPurpose Wealth LLC | 3,657 | $484.9K | 0.27% | +410+12.6% | Added |
| FineMark National Bank & Trust | 3,656 | $484.7K | 0.02% | +758+26.2% | Added |
| Seed Wealth Management, Inc. | 3,650 | $484.0K | 0.55% | +3,650 | New |
| HM Payson & Co | 3,621 | $480.1K | 0.01% | −122−3.3% | Reduced |
| Seaport Global Advisors, LLC | 3,585 | $475.3K | 1.65% | +1,044+41.1% | Added |
| Central Bank & Trust Co | 3,583 | $475.1K | 0.09% | −27−0.7% | Reduced |
| Heritage Wealth Management, LLC | 3,582 | $474.9K | 0.07% | +1,787+99.6% | Added |
| Stiles Financial Services Inc | 3,576 | $474.1K | 0.27% | −230−6.0% | Reduced |
| First National Bank | 3,570 | $473.3K | 0.40% | −179−4.8% | Reduced |
| King Wealth | 3,512 | $466.0K | 0.11% | −2,550−42.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,505 | $464.7K | 0.26% | −178−4.8% | Reduced |
| One River Asset Management, LLC | 3,505 | $464.6K | 0.32% | +3,505 | New |
| Stonnington Group, LLC | 3,150 | $464.4K | 0.13% | −380−10.8% | Reduced |
| Davenport & Co LLC | 3,494 | $463.0K | 0.00% | −1,958−35.9% | Reduced |
| Virtue Capital Management, LLC | 3,483 | $461.8K | 0.07% | +3,483 | New |
| Regent Investment Management LLC | 3,475 | $461.0K | 0.12% | +3,475 | New |
| Blodgett Wealth Advisors, LLC | 3,445 | $456.8K | 0.56% | −100−2.8% | Reduced |