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 |
|---|---|---|---|---|---|
| Pacific Sage Partners, LLC | 1,648 | $218.5K | 0.07% | +1,648 | New |
| Vise Technologies, Inc. | 1,645 | $218.1K | 0.07% | +154+10.3% | Added |
| Lebenthal Global Advisors, LLC | 1,644 | $218.0K | 0.07% | +40+2.5% | Added |
| Trail Ridge Investment Advisors, LLC | 1,635 | $216.8K | 0.15% | −34−2.0% | Reduced |
| LJI Wealth Management, LLC | 1,634 | $216.7K | 0.08% | +1,634 | New |
| 626 Financial, LLC | 1,632 | $216.4K | 0.15% | +1,632 | New |
| Sovereign Financial Group, Inc. | 1,618 | $214.5K | 0.08% | +1,618 | New |
| Centurion Wealth Management LLC | 1,618 | $214.5K | 0.12% | +1,618 | New |
| Itau Unibanco Holding S.A. | 1,618 | $214.4K | 0.01% | +913+129.5% | Added |
| Hyperion Partners, LLC | 1,608 | $213.2K | 0.20% | +1,608 | New |
| Semus Wealth Partners LLC | 1,603 | $212.5K | 0.26% | +1,603 | New |
| Capital Performance Advisors LLP | 1,600 | $212.1K | 0.12% | −25−1.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,600 | $212.1K | 0.03% | +1,600 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,593 | $211.2K | 0.04% | −1,369−46.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,593 | $211.2K | 0.03% | +1,593 | New |
| State of Wyoming | 1,592 | $211.1K | 0.07% | +1,590+79,500.0% | Added |
| Delphia (USA) Inc. | 1,580 | $209.5K | 0.24% | −398−20.1% | Reduced |
| MONECO Advisors, LLC | 1,578 | $209.2K | 0.08% | +17+1.1% | Added |
| Affinity Capital Advisors, LLC | 1,578 | $209.2K | 0.07% | +153+10.7% | Added |
| Weybosset Research & Management LLC | 1,575 | $209.0K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,573 | $208.6K | 0.02% | +1,573 | New |
| Capital Asset Advisory Services LLC | 1,461 | $207.8K | 0.02% | −43−2.9% | Reduced |
| Lake Street Financial LLC | 1,548 | $205.2K | 0.04% | −836−35.1% | Reduced |
| Strategic Investment Advisors | 1,547 | $205.1K | 0.04% | +1,547 | New |
| RNC Capital Management LLC | 1,549 | $205.0K | 0.01% | −484−23.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,545 | $204.9K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,242 | $204.6K | 0.07% | −158−11.3% | Reduced |
| QCM Cayman, Ltd. | 1,541 | $204.3K | 3.14% | +1,541 | New |
| Tradition Wealth Management, LLC | 1,537 | $204.0K | 0.03% | −430−21.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $203.9K | 0.10% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,536 | $203.7K | 0.03% | −100−6.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,536 | $203.7K | 0.10% | +1,536 | New |
| Well Done, LLC | 1,536 | $203.6K | 0.04% | −168−9.9% | Reduced |
| Sage Mountain Advisors LLC | 1,534 | $203.4K | 0.05% | +1,534 | New |
| Pathway Financial Advisors LLC | 1,532 | $203.1K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,526 | $202.3K | 0.03% | −300−16.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,522 | $202.0K | 0.01% | −600−28.3% | Reduced |
| Sitrin Capital Management LLC | 1,518 | $201.3K | 0.13% | −23,662−94.0% | Reduced |
| Financial Partners Group, Inc | 1,176 | $201.2K | 0.04% | +1,176 | New |
| Canton Hathaway, LLC | 1,513 | $201.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,356 | $201.0K | 0.08% | +1,356 | New |
| Marino, Stram & Associates LLC | 1,512 | $200.5K | 0.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,510 | $200.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,499 | $198.8K | 0.12% | +26+1.8% | Added |
| Farmers & Merchants Investments Inc | 1,489 | $197.4K | 0.01% | +24+1.6% | Added |
| Cedar Wealth Management, LLC | 1,474 | $195.4K | 0.10% | 00.0% | Unchanged |
| City State Bank | 1,432 | $190.0K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,424 | $188.8K | 0.08% | +1,424 | New |
| Cypress Capital Management LLC (WY) | 1,420 | $188.3K | 0.23% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,401 | $185.7K | 0.03% | −1,124−44.5% | Reduced |
| Adirondack Trust Co | 1,379 | $182.8K | 0.09% | +17+1.2% | Added |
| CNB Bank | 1,358 | $180.1K | 0.11% | +3+0.2% | Added |
| Heritage Wealth Advisors | 1,329 | $176.2K | 0.01% | −123−8.5% | Reduced |
| Creative Financial Designs Inc | 1,287 | $170.6K | 0.03% | −3,387−72.5% | Reduced |
| Farther Finance Advisors, LLC | 1,270 | $168.4K | 0.07% | +1,270 | New |
| JJJ Advisors Inc. | 1,116 | $167.0K | 0.05% | +598+115.4% | Added |
| CoreCap Advisors, LLC | 1,257 | $166.7K | 0.01% | +1,257 | New |
| Glassy Mountain Advisors, Inc. | 1,255 | $166.4K | 0.09% | +1,255 | New |
| Oakworth Capital, Inc. | 1,204 | $159.6K | 0.02% | −1−0.1% | Reduced |
| Atlantic Trust, LLC | 1,190 | $158.0K | 0.05% | +389+48.6% | Added |
| Kozak & Associates, Inc. | 1,175 | $156.0K | 0.08% | +20+1.7% | Added |
| Mondrian Investment Partners LTD | 1,176 | $156.0K | 0.00% | +1,176 | New |
| Emfo, LLC | 1,163 | $154.2K | 0.15% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,127 | $150.0K | 0.01% | +1,127 | New |
| North Star Investment Management Corp. | 1,069 | $141.7K | 0.01% | +30+2.9% | Added |
| Benjamin Edwards Inc | 1,060 | $141.0K | 0.04% | +45+4.4% | Added |
| Beacon Capital Management, LLC | 1,050 | $139.2K | 0.05% | +1,007+2,341.9% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $139.0K | 0.22% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,047 | $139.0K | 0.02% | −7−0.7% | Reduced |
| Hexagon Capital Partners LLC | 1,046 | $138.7K | 0.04% | −689−39.7% | Reduced |
| AllSquare Wealth Management LLC | 1,046 | $138.7K | 0.10% | −415−28.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,038 | $137.6K | 0.10% | −976−48.5% | Reduced |
| Arcadia Investment Management Corp | 1,028 | $136.3K | 0.03% | +485+89.3% | Added |
| Ancora Advisors, LLC | 1,012 | $134.0K | 0.00% | −500−33.1% | Reduced |
| Mizuho Securities Co. Ltd. | 1,010 | $133.9K | 0.37% | −4,545−81.8% | Reduced |
| Price Jennifer C. | 1,000 | $132.6K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 990 | $131.0K | 0.04% | −80−7.5% | Reduced |
| Front Row Advisors LLC | 981 | $130.0K | 0.07% | −200−16.9% | Reduced |
| American State Bank (Iowa) | 965 | $127.9K | 0.10% | +965 | New |
| Phocas Financial Corp. | 960 | $127.3K | 0.02% | +960 | New |
| CoreFirst Bank & Trust | 956 | $126.8K | 0.10% | −664−41.0% | Reduced |
| Sittner & Nelson, LLC | 956 | $126.8K | 0.08% | −80−7.7% | Reduced |
| Stephens Investment Management Group LLC | 942 | $124.9K | 0.00% | +262+38.5% | Added |
| Union Investments & Development Ltd. | 700 | $117.6K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 879 | $116.5K | 0.02% | −111−11.2% | Reduced |
| City Holding Co | 848 | $112.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 826 | $109.5K | 0.03% | +826 | New |
| Bank of New Hampshire | 801 | $106.0K | 0.03% | −175−17.9% | Reduced |
| Wellington Shields & Co., LLC | 781 | $103.6K | 0.02% | −250−24.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $103.2K | 0.08% | +16+2.1% | Added |
| Baker Avenue Asset Management, LP | 775 | $102.8K | 0.01% | −5,387−87.4% | Reduced |
| West Paces Advisors Inc. | 775 | $102.8K | 0.03% | −77−9.0% | Reduced |
| Freedom Wealth Alliance, LLC | 764 | $101.3K | 0.14% | +764 | New |
| TFC Financial Management | 757 | $100.4K | 0.03% | −8−1.0% | Reduced |
| Core Alternative Capital | 719 | $95.3K | 0.01% | −718−50.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 719 | $95.0K | 0.00% | −557−43.7% | Reduced |
| Tobam | 706 | $94.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $92.8K | 0.03% | +100+16.7% | Added |
| Focused Wealth Management, Inc | 694 | $92.0K | 0.02% | −156−18.4% | Reduced |
| Versant Capital Management, Inc | 680 | $90.2K | 0.03% | −476−41.2% | Reduced |