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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 180 | $23.9K | 0.01% | +180 | New |
| Coppell Advisory Solutions Corp. | 180 | $23.9K | 0.01% | +180 | New |
| Highline Wealth Partners LLC | 179 | $23.7K | 0.02% | −50−21.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 171 | $23.0K | 0.00% | +171 | New |
| Dakota Community Bank & Trust NA | 165 | $22.0K | 0.13% | −295−64.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $21.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $21.7K | 0.00% | −162−49.7% | Reduced |
| Perkins Coie Trust Co | 164 | $21.7K | 0.01% | −38−18.8% | Reduced |
| Madden Securities Corp | 161 | $21.3K | 0.01% | +161 | New |
| Raffa Wealth Management, LLC | 159 | $21.1K | 0.01% | +10+6.7% | Added |
| Armstrong Advisory Group, Inc | 150 | $19.9K | 0.00% | +150 | New |
| Slocum, Gordon & Co LLP | 150 | $19.9K | 0.01% | +150 | New |
| Bellevue Asset Management, LLC | 145 | $19.0K | 0.01% | −10−6.5% | Reduced |
| Capital Advisors, Ltd. LLC | 690 | $19.0K | 0.00% | +465+206.7% | Added |
| Pflug Koory, LLC | 145 | $19.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 139 | $18.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 130 | $17.0K | 0.01% | −37−22.2% | Reduced |
| First PREMIER Bank | 130 | $17.0K | 0.01% | −23−15.0% | Reduced |
| Private Ocean, LLC | 127 | $16.8K | 0.00% | +21+19.8% | Added |
| HHM Wealth Advisors, LLC | 126 | $16.7K | 0.00% | −25−16.6% | Reduced |
| Arlington Partners LLC | 120 | $15.9K | 0.00% | −1,239−91.2% | Reduced |
| Tucker Asset Management LLC | 119 | $15.8K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 114 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 112 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $14.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 110 | $14.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $14.6K | 0.01% | +65+144.4% | Added |
| Granite FO LLC | 89 | $14.3K | 0.01% | +89 | New |
| Tower View Investment Management & Research LLC | 260 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $13.9K | 0.01% | +105 | New |
| Legend Financial Advisors, Inc. | 103 | $13.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 101 | $13.4K | 0.00% | −1−1.0% | Reduced |
| Osterweis Capital Management Inc | 100 | $13.3K | 0.00% | −124−55.4% | Reduced |
| Tacita Capital Inc | 100 | $13.0K | 0.01% | −74−42.5% | Reduced |
| Dividend Assets Capital, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $12.7K | 0.01% | −426−81.6% | Reduced |
| Colonial Trust Advisors | 92 | $12.2K | 0.00% | +92 | New |
| Stephenson National Bank & Trust | 88 | $12.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 84 | $11.1K | 0.00% | −39−31.7% | Reduced |
| Lee Financial Co | 84 | $11.1K | 0.00% | +27+47.4% | Added |
| Johnson Midwest Financial, LLC | 80 | $11.0K | 0.04% | +60+300.0% | Added |
| Ten Capital Wealth Advisors, LLC | 79 | $10.5K | 0.00% | −170−68.3% | Reduced |
| Kelly Financial Services LLC | 79 | $10.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 78 | $10.3K | 0.00% | −384−83.1% | Reduced |
| Vigilant Capital Management, LLC | 75 | $10.0K | 0.00% | −957−92.7% | Reduced |
| Knott David M Jr | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 76 | $10.0K | 0.00% | +76 | New |
| VitalStone Financial, LLC | 75 | $10.0K | 0.01% | +75 | New |
| Financial Perspectives, Inc | 75 | $9.94K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 75 | $9.94K | 0.01% | +75 | New |
| McElhenny Sheffield Capital Management, LLC | 86 | $9.53K | 0.00% | +86 | New |
| Costello Asset Management, INC | 69 | $9.15K | 0.01% | −74−51.7% | Reduced |
| FSC Wealth Advisors, LLC | 68 | $9.02K | 0.02% | −77−53.1% | Reduced |
| NewSquare Capital LLC | 64 | $8.49K | 0.00% | +64 | New |
| Trust Co | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 57 | $8.00K | 0.00% | +57 | New |
| Annapolis Financial Services, LLC | 59 | $7.82K | 0.00% | −40−40.4% | Reduced |
| Clearview Wealth Advisors LLC | 57 | $7.56K | 0.01% | −24−29.6% | Reduced |
| Park Circle Co | 54 | $7.16K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 50 | $7.00K | 0.01% | +50 | New |
| New England Capital Financial Advisors LLC | 45 | $6.81K | 0.00% | +45 | New |
| Savior LLC | 50 | $6.63K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $5.97K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 45 | $5.97K | 0.00% | +45 | New |
| My Personal CFO, LLC | 42 | $5.57K | 0.01% | +42 | New |
| Sierra Capital LLC | 34 | $5.00K | 0.00% | −1,361−97.6% | Reduced |
| Lakewood Asset Management LLC | 40 | $5.00K | 0.00% | +40 | New |
| Schubert & Co | 36 | $4.77K | 0.00% | −17−32.1% | Reduced |
| SJS Investment Consulting Inc. | 36 | $4.77K | 0.00% | +11+44.0% | Added |
| PayPay Securities Corp | 35 | $4.64K | 0.31% | +35 | New |
| True Wealth Design, LLC | 32 | $4.24K | 0.00% | +32 | New |
| First Community Trust NA | 33 | $4.00K | 0.00% | +33 | New |
| Bourgeon Capital Management LLC | 30 | $3.98K | 0.00% | −30−50.0% | Reduced |
| Morton Brown Family Wealth, LLC | 30 | $3.98K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 29 | $3.85K | 0.00% | +29 | New |
| Ranger Investment Management, L.P. | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $3.58K | 0.00% | −4−12.9% | Reduced |
| Your Advocates Ltd., LLP | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 24 | $3.00K | 0.00% | +4+20.0% | Added |
| West Branch Capital LLC | 21 | $2.74K | 0.00% | −7,935−99.7% | Reduced |
| IAG Wealth Partners, LLC | 20 | $2.65K | 0.00% | −58−74.4% | Reduced |
| TD Capital Management LLC | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 20 | $2.65K | 0.00% | +1+5.3% | Added |
| Carmichael Hill & Associates, Inc. | 19 | $2.52K | 0.00% | −100−84.0% | Reduced |
| Arcus Capital Partners, LLC | 19 | $2.52K | 0.00% | +19 | New |
| Lowe Wealth Advisors, LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| Centerpoint Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 15 | $1.99K | 0.00% | +15 | New |