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 |
|---|---|---|---|---|---|
| Centennial Bank | 15 | $1.99K | 0.00% | +15 | New |
| Old Second National Bank of Aurora | 14 | $1.86K | 0.00% | +14 | New |
| Riverpoint Wealth Management Holdings, LLC | 14 | $1.86K | 0.00% | +14 | New |
| Parallax Volatility Advisers, L.P. | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 13 | $1.72K | 0.00% | +13 | New |
| Global Wealth Strategies & Associates | 10 | $1.33K | 0.00% | +10 | New |
| Twin Lakes Capital Management, LLC | 8 | $1.06K | 0.00% | −100−92.6% | Reduced |
| Red Tortoise LLC | 8 | $1.06K | 0.00% | +8 | New |
| Thompson Siegel & Walmsley LLC | 9 | $1.00K | 0.00% | −520−98.3% | Reduced |
| James Investment Research Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 7 | $928 | 0.00% | −67−90.5% | Reduced |
| Cranbrook Wealth Management, LLC | 6 | $796 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 6 | $796 | 0.00% | +6 | New |
| Duncker Streett & Co Inc | 5 | $663 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $609 | 0.00% | +1+25.0% | Added |
| Stephens Consulting, LLC | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 3 | $397 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,285 | $314 | 0.00% | +125+10.8% | Added |
| Providence Capital Advisors, LLC | 1 | $133 | 0.00% | −20−95.2% | Reduced |
| Spartan Planning & Wealth Management | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $133 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 15 | $0 | 0.00% | +9+150.0% | Added |
| Westside Investment Management, Inc. | 4,770 | – | – | −550−10.3% | Reduced |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 0 | $0 | 0.00% | −3,095,500−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,400,649−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −1,263,206−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −730,121−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −519,388−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −429,491−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −410,746−100.0% | Sold out |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −316,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −309,276−100.0% | Sold out |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −285,751−100.0% | Sold out |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −271,900−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −186,488−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −182,346−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −170,689−100.0% | Sold out |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −116,971−100.0% | Sold out |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −82,333−100.0% | Sold out |
| Providence Equity Partners L.L.C. | 0 | $0 | 0.00% | −69,950−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −65,319−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Stillwater Capital Advisors, LLC | 0 | $0 | 0.00% | −49,326−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −49,044−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −46,424−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −39,885−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −39,486−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −35,805−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Hunt Lane Capital LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,875−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −34,590−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −33,903−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −31,187−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −28,771−100.0% | Sold out |
| Marlowe Partners LP | 0 | $0 | 0.00% | −26,994−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −26,730−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −26,627−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −24,163−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −22,497−100.0% | Sold out |
| Spark Investment Management LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Breakline Capital LLC | 0 | $0 | 0.00% | −20,196−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −19,571−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −19,313−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −18,556−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −17,303−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −17,131−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,086−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,986−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −15,180−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −13,666−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −12,705−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |
| American Investment Services, Inc. | 0 | $0 | 0.00% | −11,767−100.0% | Sold out |
| Central Asset Investments & Management Holdings (HK) Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Ramsay, Stattman, Vela & Price, Inc. | 0 | $0 | 0.00% | −10,640−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −10,573−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −9,609−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,145−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −8,612−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −8,553−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Cypress Asset Management Inc | 0 | $0 | 0.00% | −6,626−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −6,373−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −5,709−100.0% | Sold out |
| Pennsylvania Capital Management Inc | 0 | $0 | 0.00% | −5,207−100.0% | Sold out |