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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 2,758 | $365.7K | 0.13% | −319−10.4% | Reduced |
| Olistico Wealth, LLC | 2,734 | $362.5K | 0.39% | +2,734 | New |
| Hazlett, Burt & Watson, Inc. | 2,716 | $362.0K | 0.32% | −1,027−27.4% | Reduced |
| Intrua Financial, LLC | 2,469 | $361.5K | 0.08% | −612−19.9% | Reduced |
| Vista Wealth Management Group, LLC | 2,723 | $361.0K | 0.04% | −218−7.4% | Reduced |
| Key Financial Inc | 2,507 | $360.6K | 0.17% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,700 | $358.0K | 0.21% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,193 | $357.5K | 0.19% | −287−19.4% | Reduced |
| Prelude Capital Management, LLC | 2,670 | $354.0K | 0.02% | −11,994−81.8% | Reduced |
| Marcum Wealth, LLC | 2,655 | $352.0K | 0.05% | −881−24.9% | Reduced |
| Allred Capital Management, LLC | 2,650 | $351.4K | 0.19% | −369−12.2% | Reduced |
| Commons Capital, LLC | 2,643 | $350.4K | 0.58% | −100−3.6% | Reduced |
| True Capital Management | 2,633 | $349.1K | 0.28% | +2,633 | New |
| Tolleson Wealth Management, Inc. | 2,629 | $349.0K | 0.09% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,642 | $349.0K | 0.28% | −82−4.8% | Reduced |
| Financial Advisory Service, Inc. | 2,629 | $348.6K | 0.04% | −470−15.2% | Reduced |
| Eads & Heald Wealth Management | 2,626 | $348.0K | 0.18% | −1,637−38.4% | Reduced |
| Silicon Valley Capital Partners | 2,618 | $347.2K | 0.08% | −5,617−68.2% | Reduced |
| New Republic Capital, LLC | 2,617 | $346.9K | 0.27% | +2,617 | New |
| Vantage Consulting Group Inc | 2,616 | $346.9K | 0.20% | +373+16.6% | Added |
| Syntax Advisors, LLC | 2,616 | $346.9K | 0.29% | +373+16.6% | Added |
| Gryphon Financial Partners LLC | 2,603 | $345.1K | 0.08% | −1,827−41.2% | Reduced |
| Quent Capital, LLC | 2,578 | $341.8K | 0.06% | +779+43.3% | Added |
| Dover Advisors, LLC | 2,577 | $341.7K | 0.37% | +2,577 | New |
| Brandywine Oak Private Wealth LLC | 2,568 | $340.5K | 0.04% | −609−19.2% | Reduced |
| TCWP LLC | 2,549 | $338.0K | 0.07% | +251+10.9% | Added |
| Walkner Condon Financial Advisors LLC | 2,548 | $337.8K | 0.10% | −7−0.3% | Reduced |
| Simon Quick Advisors, LLC | 2,543 | $337.2K | 0.04% | +807+46.5% | Added |
| Truvestments Capital LLC | 2,542 | $337.0K | 0.19% | +417+19.6% | Added |
| Aspen Wealth Strategies, LLC | 2,536 | $336.3K | 0.27% | +2,536 | New |
| Martingale Asset Management L P | 2,529 | $335.3K | 0.01% | −1,782−41.3% | Reduced |
| Andesa Financial Management Inc. | 2,519 | $334.0K | 0.18% | −1,419−36.0% | Reduced |
| Montag A & Associates Inc | 2,513 | $333.2K | 0.02% | −121−4.6% | Reduced |
| IVC Wealth Advisors LLC | 2,502 | $331.7K | 0.24% | −115−4.4% | Reduced |
| DeDora Capital, Inc. | 2,501 | $331.6K | 0.16% | +728+41.1% | Added |
| Taconic Capital Advisors LP | 2,500 | $331.5K | 0.01% | +2,500 | New |
| Park National Corp | 2,482 | $329.1K | 0.01% | −43−1.7% | Reduced |
| Sonata Capital Group Inc | 2,482 | $329.0K | 0.18% | −525−17.5% | Reduced |
| Catalyst Financial Partners LLC | 2,468 | $327.2K | 0.17% | +2,468 | New |
| Anchor Investment Management, LLC | 2,465 | $326.8K | 0.05% | −135−5.2% | Reduced |
| Capital Investment Advisory Services, LLC | 2,456 | $325.6K | 0.04% | −414−14.4% | Reduced |
| Parkside Financial Bank & Trust | 2,452 | $325.1K | 0.09% | +251+11.4% | Added |
| Kennedy Investment Group | 2,440 | $323.5K | 0.21% | +2,440 | New |
| Bowman & Co S.C. | 2,423 | $321.3K | 0.25% | −465−16.1% | Reduced |
| Parkside Advisors LLC | 2,423 | $321.3K | 0.11% | +124+5.4% | Added |
| Copperwynd Financial, LLC | 2,416 | $320.3K | 0.18% | −247−9.3% | Reduced |
| Jump Financial, LLC | 2,401 | $318.3K | 0.02% | −4,943−67.3% | Reduced |
| Solstein Capital, LLC | 2,401 | $318.3K | 0.27% | −520−17.8% | Reduced |
| AdvisorNet Financial, Inc | 2,398 | $318.0K | 0.03% | −148−5.8% | Reduced |
| RAM Investment Partners, LLC | 2,395 | $317.6K | 0.20% | +2,395 | New |
| Bank of Hawaii | 2,387 | $316.5K | 0.02% | −114−4.6% | Reduced |
| Circle Wealth Management, LLC | 2,379 | $315.4K | 0.05% | +2,379 | New |
| AlphaCore Capital LLC | 2,371 | $314.4K | 0.12% | +8+0.3% | Added |
| WESPAC Advisors SoCal, LLC | 2,369 | $314.1K | 0.12% | −1,410−37.3% | Reduced |
| Chemung Canal Trust Co | 2,361 | $313.0K | 0.07% | −189−7.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,350 | $311.7K | 0.01% | −906−27.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,349 | $311.5K | 0.23% | −816−25.8% | Reduced |
| Ssi Investment Management LLC | 2,349 | $311.5K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,348 | $311.3K | 0.01% | −164−6.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,347 | $311.2K | 0.18% | +125+5.6% | Added |
| Sonora Investment Management Group, LLC | 2,345 | $310.9K | 0.03% | −281−10.7% | Reduced |
| First Financial Corp | 2,326 | $308.4K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,325 | $308.3K | 0.04% | +42+1.8% | Added |
| Am Investment Strategies LLC | 2,325 | $308.0K | 0.11% | −48−2.0% | Reduced |
| Washington Trust Advisors, Inc. | 2,307 | $305.9K | 0.03% | −983−29.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,294 | $304.2K | 0.20% | −265−10.4% | Reduced |
| Legacy Financial Advisors, Inc. | 2,279 | $302.2K | 0.07% | +547+31.6% | Added |
| Winthrop Advisory Group LLC | 2,271 | $301.1K | 0.06% | −70−3.0% | Reduced |
| Meridian Investment Counsel Inc. | 2,272 | $301.0K | 0.12% | +49+2.2% | Added |
| HighVista Strategies LLC | 2,270 | $301.0K | 0.18% | +594+35.4% | Added |
| Jaffetilchin Investment Partners, LLC | 2,267 | $300.6K | 0.04% | −357−13.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,264 | $300.2K | 0.08% | −31−1.4% | Reduced |
| Amussen Hunsaker Associates LLC | 2,263 | $300.1K | 0.08% | −1,196−34.6% | Reduced |
| M&G Investment Management Ltd | 2,256 | $300.0K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 2,260 | $299.7K | 0.38% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,260 | $299.0K | 0.07% | −333−12.8% | Reduced |
| Sutton Wealth Advisors Inc. | 2,250 | $298.3K | 0.11% | −124−5.2% | Reduced |
| Greenwich Wealth Management LLC | 2,251 | $298.0K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,234 | $296.2K | 0.05% | −415−15.7% | Reduced |
| Interchange Capital Partners, LLC | 2,222 | $294.6K | 0.30% | +193+9.5% | Added |
| MRP Capital Investments, LLC | 2,222 | $294.6K | 0.33% | +2,222 | New |
| Premier Asset Management LLC | 2,210 | $293.0K | 0.37% | +2,210 | New |
| Redwood Investments, LLC | 2,208 | $292.8K | 0.04% | −39−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 2,208 | $292.8K | 0.17% | +2,208 | New |
| Redwood Financial Network Corp | 2,203 | $292.1K | 0.33% | +20+0.9% | Added |
| Essex Financial Services, Inc. | 2,209 | $292.0K | 0.03% | −1,160−34.4% | Reduced |
| Bremer Bank National Association | 2,206 | $292.0K | 0.06% | −203−8.4% | Reduced |
| L2 Asset Management, LLC | 2,202 | $292.0K | 0.19% | +284+14.8% | Added |
| Chiron Capital Management, LLC | 2,200 | $291.7K | 0.20% | −50−2.2% | Reduced |
| Synergy Financial Management, LLC | 2,187 | $290.0K | 0.07% | +138+6.7% | Added |
| Valley National Advisers Inc | 1,997 | $289.0K | 0.05% | −14−0.7% | Reduced |
| SageView Advisory Group, LLC | 2,172 | $288.0K | 0.02% | +2,172 | New |
| Trust Investment Advisors | 2,164 | $286.9K | 0.27% | −1,528−41.4% | Reduced |
| Ausdal Financial Partners, Inc. | 2,163 | $286.8K | 0.04% | −1,097−33.7% | Reduced |
| Boothbay Fund Management, LLC | 2,157 | $286.0K | 0.01% | −4,838−69.2% | Reduced |
| Angeles Wealth Management, LLC | 2,157 | $286.0K | 0.05% | −291−11.9% | Reduced |
| CX Institutional | 2,155 | $285.7K | 0.02% | −1,295−37.5% | Reduced |
| Blue Fin Capital, Inc. | 2,143 | $284.1K | 0.10% | −319−13.0% | Reduced |
| Silver Oak Securities, Inc | 2,144 | $284.0K | 0.05% | +1,482+223.9% | Added |
| Essex LLC | 2,128 | $282.2K | 0.09% | −67−3.1% | Reduced |