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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.

Institutional holdersQ4 2022: 2,027 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ4 2022: $100.8B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2022.

Institutions holding CRM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Corrado Advisors, LLC680$90.2K0.06%+680New
Kayne Anderson Rudnick Investment Management LLC678$89.9K0.00%00.0%Unchanged
Affiance Financial, LLC675$89.5K0.04%+675New
Baldwin Brothers Inc669$88.7K0.01%−1,553−69.9%Reduced
Cornerstone Planning Group LLC588$86.1K0.04%+588New
Optimum Investment Advisors635$84.2K0.05%00.0%Unchanged
Deseret Mutual Benefit Administrators633$83.9K0.03%−333−34.5%Reduced
Vestor Capital, LLC628$83.0K0.01%+78+14.2%Added
Hanson & Doremus Investment Management585$78.0K0.02%−41−6.5%Reduced
DT Investment Partners, LLC570$75.6K0.01%00.0%Unchanged
Turim 21 Investimentos Ltda.563$74.6K0.04%00.0%Unchanged
Kessler Investment Group, LLC554$74.0K0.08%00.0%Unchanged
Fortis Capital Advisors, LLC555$73.6K0.04%+555New
Earnest Partners LLC536$71.1K0.00%00.0%Unchanged
West Oak Capital, LLC525$70.0K0.04%−150−22.2%Reduced
Covestor Ltd513$68.0K0.06%−46−8.2%Reduced
Pin Oak Investment Advisors Inc510$68.0K0.08%+65+14.6%Added
Abound Wealth Management511$67.8K0.03%+32+6.7%Added
CVA Family Office, LLC509$67.5K0.02%+179+54.2%Added
First Command Bank505$67.0K0.01%−245−32.7%Reduced
First Command Financial Services, Inc.505$67.0K0.01%−245−32.7%Reduced
FNY Investment Advisers, LLC500$66.0K0.09%+475+1,900.0%Added
Sonnipe Ltd486$64.4K0.01%+486New
Johnson Financial Group, Inc.480$63.6K0.01%+87+22.1%Added
Elequin Capital LP468$62.1K0.02%+468New
Mascoma Wealth Management LLC467$61.9K0.02%00.0%Unchanged
Sound Income Strategies, LLC464$61.5K0.01%+21+4.7%Added
Clean Yield Group461$61.1K0.03%+5+1.1%Added
Paradigm Asset Management Co LLC450$59.7K0.02%−6,700−93.7%Reduced
Manchester Capital Management LLC441$58.5K0.01%−12−2.6%Reduced
Fiduciary Alliance LLC440$58.3K0.02%+440New
Householder Group Estate & Retirement Specialist, LLC438$58.0K0.09%+42+10.6%Added
Sanctuary Wealth Management, L.L.C.433$57.4K0.07%+433New
RFP Financial Group LLC430$57.0K0.03%+430New
Financial Connections Group, Inc.416$55.0K0.04%00.0%Unchanged
WFA Asset Management Corp400$53.0K0.03%00.0%Unchanged
Tyler-Stone Wealth Management395$52.0K0.04%+150+61.2%Added
Eagle Bay Advisors LLC382$50.6K0.03%−33−8.0%Reduced
United Community Bank374$49.6K0.05%+374New
Atlas Capital Advisors LLC374$49.6K0.01%−67−15.2%Reduced
MV Capital Management, Inc.371$49.2K0.01%−194−34.3%Reduced
Addison Advisors LLC365$48.4K0.03%+135+58.7%Added
Hall Laurie J Trustee365$48.0K0.02%00.0%Unchanged
Atticus Wealth Management, LLC347$46.0K0.02%−2,007−85.3%Reduced
Community Bank, N.A.347$46.0K0.01%00.0%Unchanged
Archer Investment Corp339$44.9K0.02%−333−49.6%Reduced
Mendota Financial Group, LLC337$44.7K0.06%+337New
First Personal Financial Services336$44.5K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC334$44.3K0.03%+334New
Column Capital Advisors, LLC333$44.2K0.01%00.0%Unchanged
Estabrook Capital Management331$43.9K0.01%00.0%Unchanged
3Chopt Investment Partners, LLC329$43.6K0.02%+329New
Rosenberg Matthew Hamilton319$42.3K0.01%−53−14.2%Reduced
QVR LLC313$41.5K0.06%−6,007−95.0%Reduced
McIlrath & Eck, LLC313$41.5K0.01%−20−6.0%Reduced
Bell Investment Advisors, Inc313$41.5K0.01%−11−3.4%Reduced
MB, Levis & Associates, LLC311$41.2K0.03%+311New
Portland Hill Asset Management Ltd311$41.0K0.11%00.0%Unchanged
Founders Capital Management300$40.0K0.03%00.0%Unchanged
Antonetti Capital Management LLC300$39.8K0.05%−150−33.3%Reduced
Rock Creek Group, LP298$39.5K0.00%−176−37.1%Reduced
Logan Capital Management Inc298$39.5K0.00%−158−34.6%Reduced
Global Financial Private Client, LLC293$38.8K0.02%00.0%Unchanged
Delta Asset Management LLC292$38.7K0.00%+292New
Institutional & Family Asset Management, LLC291$38.6K0.01%−75−20.5%Reduced
GoalVest Advisory LLC291$38.6K0.02%00.0%Unchanged
Coastal Capital Group, Inc.264$38.0K0.01%00.0%Unchanged
Register Financial Advisors LLC284$37.7K0.02%+284New
Banco de Sabadell, S.A900$37.0K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC278$36.9K0.00%−8−2.8%Reduced
GHP Investment Advisors, Inc.270$35.8K0.00%+63+30.4%Added
Live Oak Investment Partners–$35.8K0.03%–New
Ameliora Wealth Management Ltd.268$35.5K0.02%00.0%Unchanged
Trustcore Financial Services, LLC266$35.3K0.00%−500−65.3%Reduced
SRS Capital Advisors, Inc.265$35.1K0.00%−73−21.6%Reduced
Hartford Financial Management Inc.259$34.3K0.01%00.0%Unchanged
CenterStar Asset Management, LLC–$34.0K0.06%––
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.260$34.0K0.30%+10+4.0%Added
Macroview Investment Management LLC253$33.5K0.06%+210+488.4%Added
EWG Elevate Inc.253$33.5K0.02%+253New
Advanced Asset Management Advisors Inc250$33.1K0.01%+250New
RWM Asset Management, LLC249$33.0K0.01%+38+18.0%Added
Beaird Harris Wealth Management, LLC245$32.5K0.01%+244+24,400.0%Added
Tradewinds Capital Management, LLC244$32.4K0.02%+75+44.4%Added
Sugarloaf Wealth Management, LLC239$31.7K0.01%−249−51.0%Reduced
Oliver Lagore Vanvalin Investment Group236$31.2K0.02%+8+3.5%Added
Plante Moran Financial Advisors, LLC234$31.0K0.00%−150−39.1%Reduced
MinichMacGregor Wealth Management, LLC232$30.8K0.01%+232New
JCIC Asset Management Inc.224$30.0K0.01%00.0%Unchanged
Simplex Trading, LLC216$28.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.214$28.0K0.01%+168+365.2%Added
Capital Directions Investment Advisors, LLC208$27.6K0.01%+208Added
Rise Advisors, LLC205$27.2K0.02%−105−33.9%Reduced
Cohen & Steers, Inc.200$27.0K0.00%00.0%Unchanged
Emerald Advisers, LLC200$26.5K0.00%00.0%Unchanged
Aspire Private Capital, LLC200$26.5K0.01%00.0%Unchanged
Caption Management, LLC200$26.5K0.00%+200New
Tortoise Investment Management, LLC198$26.3K0.00%−129−39.4%Reduced
Fairfield Financial Advisors, LTD190$25.2K0.01%00.0%Unchanged
Retirement Group, LLC182$24.0K0.01%+157+628.0%Added