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 |
|---|---|---|---|---|---|
| Collective Family Office LLC | 2,124 | $281.6K | 0.13% | −11−0.5% | Reduced |
| Drive Wealth Management, LLC | 2,120 | $281.1K | 0.14% | −805−27.5% | Reduced |
| Saiph Capital, LLC | 2,106 | $279.2K | 0.19% | −501−19.2% | Reduced |
| Prentice Wealth Management LLC | 2,098 | $278.2K | 0.14% | +205+10.8% | Added |
| Keystone Financial Group | 2,094 | $277.6K | 0.05% | −450−17.7% | Reduced |
| Kavar Capital Partners Group, LLC | 2,093 | $277.5K | 0.06% | +100+5.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,091 | $277.2K | 0.01% | −4,265−67.1% | Reduced |
| Fulcrum Capital LLC | 2,089 | $277.0K | 0.08% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,085 | $276.4K | 0.10% | +237+12.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,081 | $275.9K | 0.02% | −14−0.7% | Reduced |
| Crewe Advisors LLC | 2,077 | $275.4K | 0.04% | −23,804−92.0% | Reduced |
| Strengthening Families & Communities, LLC | 2,071 | $274.0K | 0.16% | −1,022−33.0% | Reduced |
| Integrated Investment Consultants, LLC | 2,051 | $271.9K | 0.09% | +390+23.5% | Added |
| GFG Capital, LLC | 2,048 | $271.5K | 0.06% | −4,259−67.5% | Reduced |
| Garner Asset Management Corp | 2,044 | $271.0K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,038 | $270.2K | 0.09% | +291+16.7% | Added |
| Angeles Investment Advisors, LLC | 2,009 | $266.4K | 0.02% | +2,009 | New |
| Prestige Wealth Management Group LLC | 2,006 | $266.0K | 0.07% | +1,583+374.2% | Added |
| Lineweaver Wealth Advisors, LLC | 2,003 | $265.6K | 0.08% | +384+23.7% | Added |
| Peterson Wealth Services | 2,000 | $265.2K | 0.15% | +10+0.5% | Added |
| SkyView Investment Advisors, LLC | 2,002 | $265.0K | 0.08% | −188−8.6% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $265.0K | 0.05% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1,994 | $264.4K | 0.30% | +1,994 | New |
| AMG National Trust Bank | 1,990 | $263.9K | 0.01% | −2,031−50.5% | Reduced |
| Hemenway Trust Co LLC | 1,971 | $261.3K | 0.03% | +11+0.6% | Added |
| Highview Capital Management LLC | 1,956 | $259.3K | 0.16% | −50−2.5% | Reduced |
| Inscription Capital, LLC | 1,953 | $258.9K | 0.09% | −180−8.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,939 | $258.9K | 0.08% | −115−5.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 1,783 | $258.4K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,941 | $257.4K | 0.16% | +49+2.6% | Added |
| M&R Capital Management Inc | 1,934 | $256.4K | 0.07% | −205−9.6% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $256.4K | 0.13% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,930 | $255.9K | 0.02% | −1,270−39.7% | Reduced |
| Sargent Bickham Lagudis LLC | 1,925 | $255.2K | 0.02% | −326−14.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,923 | $255.0K | 0.16% | −225−10.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,921 | $254.7K | 0.14% | −699−26.7% | Reduced |
| Twin Focus Capital Partners, LLC | 1,920 | $254.6K | 0.05% | −48−2.4% | Reduced |
| Eudaimonia Partners, LLC | 1,915 | $253.9K | 0.06% | −171−8.2% | Reduced |
| Schear Investment Advisers, LLC | 1,915 | $253.9K | 0.31% | +1,915 | New |
| Meitav Dash Investments Ltd | 1,915 | $253.9K | 0.00% | +1,915 | New |
| Aevitas Wealth Management, Inc. | 1,914 | $253.8K | 0.15% | +250+15.0% | Added |
| Future Fund LLC | 1,912 | $253.5K | 1.07% | +68+3.7% | Added |
| Naples Global Advisors, LLC | 1,909 | $253.1K | 0.03% | +341+21.7% | Added |
| Pinnacle Bancorp, Inc. | 1,910 | $253.0K | 0.10% | +222+13.2% | Added |
| Synergy Financial Group, LTD | 1,900 | $251.9K | 0.50% | −1,190−38.5% | Reduced |
| Bulltick Wealth Management, LLC | 1,895 | $251.3K | 0.07% | +1,895 | New |
| MQS Management LLC | 1,886 | $250.1K | 0.17% | +1,886 | New |
| IFG Advisory, LLC | 1,893 | $250.0K | 0.02% | −1,380−42.2% | Reduced |
| Patron Partners Advisors, LLC | 1,883 | $249.7K | 0.19% | −126−6.3% | Reduced |
| WNY Asset Management, LLC | 1,882 | $249.5K | 0.07% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,880 | $249.3K | 0.13% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,873 | $248.3K | 0.04% | −62−3.2% | Reduced |
| Accel Wealth Management | 1,865 | $247.3K | 0.12% | −100−5.1% | Reduced |
| Revolve Wealth Partners, LLC | 1,848 | $245.0K | 0.07% | −298−13.9% | Reduced |
| Hodges Capital Management Inc. | 1,850 | $245.0K | 0.02% | −1,300−41.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,830 | $242.6K | 0.27% | +395+27.5% | Added |
| Strategy Asset Managers LLC | 1,827 | $242.0K | 0.06% | −83−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 1,823 | $241.7K | 0.06% | +149+8.9% | Added |
| Jeppson Wealth Management, LLC | 1,822 | $241.6K | 0.10% | −922−33.6% | Reduced |
| Salvus Wealth Management, LLC | 1,820 | $241.3K | 0.22% | −230−11.2% | Reduced |
| McDonald Partners LLC | 1,818 | $241.0K | 0.08% | −166−8.4% | Reduced |
| Ethos Financial Group, LLC | 1,808 | $239.7K | 0.08% | +1,808 | New |
| Main Street Research LLC | 1,802 | $238.9K | 0.06% | −255−12.4% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $238.7K | 0.07% | 00.0% | Unchanged |
| Jenkins Wealth | 1,800 | $238.7K | 0.10% | +1,800 | New |
| Worth Financial Advisory Group, LLC | 1,795 | $238.0K | 0.28% | +1,795 | New |
| Proficio Capital Partners LLC | 2,095 | $237.7K | 0.05% | +299+16.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,793 | $237.6K | 0.01% | −3,737−67.6% | Reduced |
| Peninsula Wealth, LLC | 1,792 | $237.6K | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,614 | $237.4K | 0.28% | +1,614 | New |
| Beaumont Financial Advisors, LLC | 1,781 | $236.1K | 0.02% | +1,781 | New |
| Magnus Financial Group LLC | 1,778 | $235.7K | 0.04% | +267+17.7% | Added |
| Delta Financial Advisors LLC | 1,775 | $235.3K | 0.11% | −1,100−38.3% | Reduced |
| Soltis Investment Advisors LLC | 1,762 | $233.6K | 0.03% | +1,762 | New |
| Dougherty Wealth Advisers LLC | 1,760 | $233.4K | 0.38% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,758 | $233.1K | 0.19% | +118+7.2% | Added |
| Modera Wealth Management, LLC | 1,755 | $232.7K | 0.01% | +22+1.3% | Added |
| PDS Planning, Inc | 1,751 | $232.2K | 0.04% | −266−13.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,751 | $232.2K | 0.26% | +43+2.5% | Added |
| First Capital Advisors Group, LLC. | 1,750 | $232.0K | 0.16% | −207−10.6% | Reduced |
| Private Portfolio Partners LLC | 1,747 | $231.6K | 0.06% | −25−1.4% | Reduced |
| Machina Capital S.A.S. | 1,743 | $231.1K | 0.43% | −647−27.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,733 | $229.8K | 0.08% | −259−13.0% | Reduced |
| Roman Butler Fullerton & Co | 1,547 | $229.7K | 0.12% | +64+4.3% | Added |
| WMS Partners, LLC | 1,720 | $228.1K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,717 | $227.7K | 0.13% | +44+2.6% | Added |
| Keel Point, LLC | 1,712 | $227.0K | 0.04% | −83−4.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,710 | $226.7K | 0.01% | +16+0.9% | Added |
| Corton Capital Inc. | 1,702 | $225.7K | 0.19% | −240−12.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,699 | $225.3K | 0.12% | −57−3.2% | Reduced |
| Zacks Investment Management | 1,688 | $223.8K | 0.00% | −103,302−98.4% | Reduced |
| First Heartland Consultants, Inc. | 1,682 | $223.0K | 0.04% | +1,682 | New |
| McDaniel Terry & Co | 1,676 | $222.0K | 0.03% | −2,398−58.9% | Reduced |
| Concord Wealth Partners | 1,673 | $221.8K | 0.07% | −822−32.9% | Reduced |
| Tompkins Financial Corp | 1,661 | $221.0K | 0.03% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,658 | $219.9K | 0.02% | +7+0.4% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $219.6K | 0.65% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,656 | $219.5K | 0.08% | −117−6.6% | Reduced |
| Global Trust Asset Management, LLC | 1,651 | $218.9K | 0.11% | −438−21.0% | Reduced |
| Evermay Wealth Management LLC | 1,649 | $218.6K | 0.04% | −200−10.8% | Reduced |