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 |
|---|---|---|---|---|---|
| Avory & Company, LLC | 3,441 | $456.2K | 0.37% | +60+1.8% | Added |
| Cooper Financial Group | 3,423 | $453.9K | 0.14% | +218+6.8% | Added |
| Cascade Investment Group, Inc. | 3,423 | $453.9K | 0.47% | +3,423 | New |
| EFG Asset Management (North America) Corp. | 3,410 | $452.0K | 0.10% | −1,348−28.3% | Reduced |
| David Loasby | 3,110 | $450.6K | 0.06% | +618+24.8% | Added |
| LCM Capital Management Inc | 3,387 | $449.1K | 0.44% | +91+2.8% | Added |
| Arden Trust Co | 3,366 | $446.3K | 0.09% | −1,945−36.6% | Reduced |
| ETF Managers Group, LLC | 3,348 | $443.9K | 0.02% | +121+3.7% | Added |
| TSFG, LLC | 3,344 | $443.0K | 0.18% | +21+0.6% | Added |
| Fort Point Capital Partners LLC | 3,339 | $442.7K | 0.08% | −31−0.9% | Reduced |
| Avitas Wealth Management LLC | 3,331 | $441.7K | 0.09% | +36+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $439.9K | 0.01% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,311 | $439.0K | 0.33% | +3,311 | New |
| Glenview Trust Co | 3,298 | $437.3K | 0.01% | +192+6.2% | Added |
| Platform Technology Partners | 3,280 | $434.9K | 0.22% | −342−9.4% | Reduced |
| Davis R M Inc | 3,276 | $434.0K | 0.01% | −188−5.4% | Reduced |
| GraniteShares Advisors LLC | 3,267 | $433.2K | 0.36% | −369−10.1% | Reduced |
| Strata Wealth Advisors, LLC | 3,265 | $432.9K | 0.24% | +3,265 | New |
| Chemistry Wealth Management LLC | 3,252 | $431.2K | 0.17% | +3,252 | New |
| Waycross Partners, LLC | 3,246 | $430.0K | 0.16% | −2,300−41.5% | Reduced |
| Adviser Investments LLC | 2,964 | $429.5K | 0.01% | −28−0.9% | Reduced |
| New World Advisors LLC | 3,234 | $428.8K | 0.15% | +972+43.0% | Added |
| Smith, Salley & Associates | 3,228 | $428.0K | 0.04% | −108−3.2% | Reduced |
| Thomas White International Ltd | 3,228 | $428.0K | 0.09% | +10.0% | Added |
| Castleview Partners, LLC | 3,216 | $426.4K | 0.42% | +277+9.4% | Added |
| Monetary Management Group Inc | 3,200 | $424.3K | 0.13% | −5,572−63.5% | Reduced |
| Camelot Portfolios, LLC | 3,187 | $422.6K | 0.31% | +361+12.8% | Added |
| Studio Investment Management LLC | 3,183 | $422.0K | 0.14% | +226+7.6% | Added |
| Mayflower Financial Advisors, LLC | 3,182 | $421.9K | 0.06% | −477−13.0% | Reduced |
| InterOcean Capital Group, LLC | 3,176 | $421.1K | 0.02% | −472−12.9% | Reduced |
| Hillsdale Investment Management Inc. | 3,170 | $420.3K | 0.04% | +2,710+589.1% | Added |
| Alpha Cubed Investments, LLC | 3,151 | $417.8K | 0.03% | −1,409−30.9% | Reduced |
| Smithfield Trust Co | 3,121 | $417.0K | 0.03% | −379−10.8% | Reduced |
| American National Bank | 3,135 | $416.0K | 0.09% | +1,798+134.5% | Added |
| XML Financial, LLC | 3,131 | $415.1K | 0.05% | +16+0.5% | Added |
| RiverGlades Family Offices LLC | 3,125 | $414.3K | 0.38% | +3,125 | New |
| Probity Advisors, Inc. | 3,118 | $413.4K | 0.09% | +82+2.7% | Added |
| First Citizens Bank & Trust Co | 3,116 | $413.0K | 0.01% | −109−3.4% | Reduced |
| Dudley Capital Management, LLC | 3,112 | $412.6K | 0.30% | +3,112 | New |
| Money Concepts Capital Corp | 3,111 | $412.5K | 0.02% | +300+10.7% | Added |
| Masso Torrence Wealth Management Inc. | 3,091 | $409.8K | 0.33% | −1,025−24.9% | Reduced |
| Sterling Investment Counsel, LLC | 3,063 | $406.1K | 0.25% | −382−11.1% | Reduced |
| Bellecapital International Ltd. | 3,060 | $405.7K | 0.11% | +76+2.5% | Added |
| Appleton Partners Inc | 3,055 | $405.0K | 0.04% | +1,039+51.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 3,051 | $404.5K | 0.49% | −1,087−26.3% | Reduced |
| Baron Wealth Management LLC | 3,050 | $404.4K | 0.31% | +3,050 | New |
| McGlone Suttner Wealth Management, Inc. | 3,048 | $404.2K | 0.13% | +3,048 | New |
| BKD Wealth Advisors, LLC | 3,023 | $400.8K | 0.01% | −72−2.3% | Reduced |
| Malaga Cove Capital, LLC | 3,009 | $399.0K | 0.22% | +1,389+85.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,008 | $398.8K | 0.16% | −200−6.2% | Reduced |
| Kensington Investment Counsel, LLC | 2,998 | $397.5K | 0.31% | −432−12.6% | Reduced |
| Financial Advisory Corp | 2,994 | $397.0K | 0.20% | +230+8.3% | Added |
| Visionary Wealth Advisors | 2,997 | $397.0K | 0.04% | +416+16.1% | Added |
| Strategic Wealth Partners, Ltd. | 2,990 | $396.4K | 0.07% | +238+8.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,988 | $396.2K | 0.04% | −1,661−35.7% | Reduced |
| Gabelli Funds LLC | 2,985 | $395.8K | 0.00% | +165+5.9% | Added |
| D.B. Root & Company, LLC | 2,965 | $393.1K | 0.17% | −283−8.7% | Reduced |
| Staley Capital Advisers Inc | 2,950 | $391.0K | 0.02% | +1,000+51.3% | Added |
| Foundations Investment Advisors, LLC | 2,947 | $390.7K | 0.02% | −1,493−33.6% | Reduced |
| Boston Trust Walden Corp | 2,943 | $390.2K | 0.00% | +532+22.1% | Added |
| Alpha Family Trust | 2,935 | $389.2K | 0.35% | +2,935 | New |
| Catalyst Private Wealth, LLC | 2,933 | $388.9K | 0.32% | +892+43.7% | Added |
| Bienville Capital Management, LLC | 2,924 | $387.7K | 0.14% | −3,076−51.3% | Reduced |
| Tranquility Partners, LLC | 2,923 | $387.6K | 0.20% | −2,860−49.5% | Reduced |
| Balentine LLC | 2,922 | $387.4K | 0.01% | −128−4.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,913 | $385.9K | 0.16% | −43−1.5% | Reduced |
| Addison Capital Co | 2,905 | $385.0K | 0.25% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 2,993 | $384.5K | 0.04% | −74−2.4% | Reduced |
| FLC Capital Advisors | 2,896 | $384.0K | 0.12% | −1,148−28.4% | Reduced |
| Evoke Wealth, LLC | 31,846 | $384.0K | 0.01% | +28,395+822.8% | Added |
| NFJ Investment Group, LLC | 2,881 | $382.0K | 0.01% | −188,296−98.5% | Reduced |
| Donoghue Forlines LLC | 2,877 | $381.5K | 0.13% | −100−3.4% | Reduced |
| Gradient Investments LLC | 2,845 | $377.2K | 0.01% | −54,639−95.1% | Reduced |
| Stokes Family Office, LLC | 2,843 | $377.0K | 0.05% | −1,913−40.2% | Reduced |
| Nwam LLC | 2,841 | $376.7K | 0.03% | −501−15.0% | Reduced |
| Founders Financial Securities LLC | 2,840 | $376.6K | 0.06% | −326−10.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,837 | $376.2K | 0.39% | +268+10.4% | Added |
| Trust Co of Oklahoma | 2,836 | $376.0K | 0.15% | +2,836 | New |
| Carret Asset Management, LLC | 2,839 | $376.0K | 0.05% | +107+3.9% | Added |
| Magnolia Capital Advisors LLC | 2,837 | $376.0K | 0.25% | +256+9.9% | Added |
| Hill Island Financial LLC | 2,834 | $375.8K | 0.16% | +276+10.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,833 | $375.6K | 0.08% | +520+22.5% | Added |
| Mathes Company, Inc. | 2,825 | $375.0K | 0.19% | −50−1.7% | Reduced |
| Janney Capital Management LLC | 2,826 | $375.0K | 0.03% | +764+37.1% | Added |
| Venturi Wealth Management, LLC | 2,821 | $374.0K | 0.03% | −93−3.2% | Reduced |
| S&CO Inc | 2,821 | $374.0K | 0.03% | −8−0.3% | Reduced |
| Consilium Wealth Advisory, LLC | 2,820 | $373.9K | 0.32% | −1,280−31.2% | Reduced |
| First Manhattan Co | 2,798 | $371.0K | 0.00% | +658+30.7% | Added |
| Lumature Wealth Partners, LLC | 2,797 | $370.9K | 0.21% | +216+8.4% | Added |
| Larson Financial Group LLC | 2,795 | $370.6K | 0.04% | +1,451+108.0% | Added |
| Regal Investment Advisors LLC | 2,793 | $370.3K | 0.04% | +147+5.6% | Added |
| V2 Financial group LLC | 2,790 | $369.9K | 0.29% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,780 | $368.6K | 0.00% | +100+3.7% | Added |
| VisionPoint Advisory Group, LLC | 2,154 | $368.5K | 0.15% | −516−19.3% | Reduced |
| Tran Capital Management, L.P. | 2,777 | $368.2K | 0.05% | −196,496−98.6% | Reduced |
| Ellevest, Inc. | 2,777 | $368.2K | 0.03% | +151+5.8% | Added |
| Abbot Financial Management, Inc. | 2,768 | $367.0K | 0.25% | −4,076−59.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,760 | $365.9K | 0.04% | +883+47.0% | Added |
| Great Diamond Partners, LLC | 2,759 | $365.8K | 0.11% | −1,296−32.0% | Reduced |
| TFG Advisers LLC | 2,759 | $365.8K | 0.19% | +2+0.1% | Added |