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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 356,910 | $47.3M | 0.13% | −328,485−47.9% | Reduced |
| Public Sector Pension Investment Board | 354,913 | $47.1M | 0.38% | −137,488−27.9% | Reduced |
| Leonteq Securities AG | 353,277 | $46.8M | 2.48% | +185,689+110.8% | Added |
| State of Tennessee, Treasury Department | 350,587 | $46.5M | 0.22% | −13,414−3.7% | Reduced |
| Handelsbanken Fonder AB | 347,113 | $46.0M | 0.29% | +960+0.3% | Added |
| Royal London Asset Management Ltd | 336,522 | $44.6M | 0.20% | +10,508+3.2% | Added |
| Calamos Advisors LLC | 336,367 | $44.6M | 0.22% | −226,326−40.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 334,334 | $44.3M | 1.21% | −9,929−2.9% | Reduced |
| NZS Capital, LLC | 334,196 | $44.3M | 3.79% | −87,192−20.7% | Reduced |
| Truist Financial Corp | 333,488 | $44.2M | 0.08% | −89,907−21.2% | Reduced |
| National Bank of Canada | 332,556 | $44.1M | 0.12% | +138,573+71.4% | Added |
| Candriam Luxembourg S.C.A. | 330,982 | $43.9M | 0.30% | −170,132−34.0% | Reduced |
| Quadrature Capital Ltd | 330,419 | $43.8M | 1.30% | +169,535+105.4% | Added |
| Hyperion Asset Management Ltd | 329,732 | $43.7M | 2.84% | −26,002−7.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 328,360 | $43.5M | 0.46% | −2,372−0.7% | Reduced |
| ProShare Advisors LLC | 327,305 | $43.4M | 0.15% | +21,638+7.1% | Added |
| Milestone Resources Group Ltd | 324,782 | $43.1M | 2.62% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 319,247 | $42.3M | 0.60% | −104,366−24.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 318,819 | $42.3M | 2.45% | +318,819 | New |
| Junto Capital Management LP | 316,702 | $42.0M | 1.19% | +104,386+49.2% | Added |
| Alta Park Capital, LP | 316,500 | $42.0M | 5.87% | +316,500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 308,589 | $40.9M | 0.31% | −72,574−19.0% | Reduced |
| Employees Provident Fund Board | 304,440 | $40.4M | 1.17% | +54,596+21.9% | Added |
| RV Capital GmbH | 303,243 | $40.2M | 20.33% | −1,900−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 301,368 | $40.0M | 1.07% | −13,626−4.3% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 300,000 | $39.8M | 2.95% | +110,000+57.9% | Added |
| Advisor Group Holdings, Inc. | 296,955 | $39.4M | 0.08% | +19,400+7.0% | Added |
| American International Group, Inc. | 295,722 | $39.2M | 0.27% | −10,190−3.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 294,231 | $39.0M | 0.12% | −567,000−65.8% | Reduced |
| Cooper Investors Pty Ltd | 292,637 | $38.8M | 3.65% | +43,593+17.5% | Added |
| Primecap Management Co | 289,800 | $38.4M | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 289,914 | $38.4M | 0.85% | +275,154+1,864.2% | Added |
| HighTower Advisors, LLC | 286,981 | $38.1M | 0.09% | −35,153−10.9% | Reduced |
| Locust Wood Capital Advisers, LLC | 280,374 | $37.2M | 2.60% | +16,970+6.4% | Added |
| Fifth Third Bancorp | 279,579 | $37.1M | 0.18% | −102,945−26.9% | Reduced |
| Mar Vista Investment Partners LLC | 279,572 | $37.1M | 1.66% | −23,952−7.9% | Reduced |
| Petrus Trust Company, LTA | 279,300 | $37.0M | 4.70% | +74,027+36.1% | Added |
| Cerity Partners LLC | 277,074 | $36.7M | 0.24% | +197,255+247.1% | Added |
| Chicago Capital, LLC | 273,927 | $36.3M | 2.01% | −31,728−10.4% | Reduced |
| Arizona State Retirement System | 272,471 | $36.1M | 0.35% | +2,299+0.9% | Added |
| State of Michigan Retirement System | 271,743 | $36.0M | 0.25% | +2,400+0.9% | Added |
| Pinebridge Investments, L.P. | 269,336 | $35.7M | 0.43% | +17,955+7.1% | Added |
| MetLife Investment Management | 268,599 | $35.6M | 0.27% | −3,403−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 265,877 | $35.3M | 0.24% | −354,477−57.1% | Reduced |
| Bristol John W & Co Inc | 265,084 | $35.1M | 0.84% | +265,084 | New |
| Commonwealth Equity Services, LLC | 263,942 | $35.0M | 0.08% | −40,795−13.4% | Reduced |
| Valiant Capital Management, L.P. | 263,536 | $34.9M | 8.35% | +10,200+4.0% | Added |
| Amalgamated Bank | 260,614 | $34.6M | 0.31% | +5,651+2.2% | Added |
| Phoenix Holdings Ltd. | 258,924 | $34.3M | 0.67% | −181,756−41.2% | Reduced |
| Forsta Ap-Fonden | 253,747 | $33.6M | 0.38% | +39,200+18.3% | Added |
| Natixis Investment Managers International | 253,649 | $33.6M | 2.51% | +251,444+11,403.4% | Added |
| Nicholas Company, Inc. | 250,835 | $33.3M | 0.71% | +31,265+14.2% | Added |
| FDx Advisors, Inc. | 249,113 | $33.0M | 1.44% | −22,474−8.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 247,803 | $32.9M | 1.89% | −83,754−25.3% | Reduced |
| Glenmede Trust Co NA | 246,241 | $32.6M | 0.19% | +26,047+11.8% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 241,519 | $32.0M | 5.56% | −60,826−20.1% | Reduced |
| Henshaw Capital LLC | 240,400 | $31.9M | 2.12% | 00.0% | Unchanged |
| Banco Santander, S.A. | 240,231 | $31.9M | 0.47% | −28,586−10.6% | Reduced |
| Prio Wealth Limited Partnership | 239,694 | $31.8M | 1.27% | −5,632−2.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 237,889 | $31.5M | 0.64% | +21,962+10.2% | Added |
| Mariner, LLC | 237,471 | $31.5M | 0.10% | +32,182+15.7% | Added |
| EULAV Asset Management | 235,400 | $31.2M | 1.34% | −9,000−3.7% | Reduced |
| Teacher Retirement System of Texas | 234,118 | $31.0M | 0.23% | −78,292−25.1% | Reduced |
| TownSquare Capital, LLC | 233,584 | $31.0M | 0.77% | +26,707+12.9% | Added |
| Oppenheimer Asset Management Inc. | 232,701 | $30.9M | 0.50% | −34,263−12.8% | Reduced |
| Maplelane Capital, LLC | 230,000 | $30.5M | 10.24% | +230,000 | New |
| Nissay Asset Management Corp | 224,978 | $29.8M | 0.29% | −48,760−17.8% | Reduced |
| Motley Fool Wealth Management, LLC | 224,757 | $29.8M | 2.07% | −5,626−2.4% | Reduced |
| Ithaka Group LLC | 223,420 | $29.6M | 3.40% | +102,003+84.0% | Added |
| Employees Retirement System of Texas | 223,000 | $29.6M | 0.43% | +90,000+67.7% | Added |
| TenCore Partners, LP | 222,965 | $29.6M | 10.68% | −108,507−32.7% | Reduced |
| La Banque Postale Asset Management SA | 222,179 | $29.5M | 0.84% | +222,179 | New |
| King Luther Capital Management Corp | 220,509 | $29.2M | 0.16% | −125,127−36.2% | Reduced |
| Worldquant Millennium Advisors LLC | 216,893 | $28.8M | 0.66% | +171,290+375.6% | Added |
| Janney Montgomery Scott LLC | 215,989 | $28.6M | 0.11% | −12,957−5.7% | Reduced |
| Baird Financial Group, Inc. | 214,813 | $28.5M | 0.08% | −17,402−7.5% | Reduced |
| Greenlea Lane Capital Management, LLC | 214,405 | $28.4M | 13.53% | −96,050−30.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 214,229 | $28.4M | 0.57% | −45,145−17.4% | Reduced |
| Bartlett & Co. LLC | 214,229 | $28.4M | 0.57% | −45,145−17.4% | Reduced |
| Invenomic Capital Management LP | 213,467 | $28.3M | 2.05% | +159,680+296.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 212,066 | $28.1M | 0.15% | −138,639−39.5% | Reduced |
| Gofen & Glossberg LLC | 209,776 | $27.8M | 0.71% | −6,418−3.0% | Reduced |
| Windward Capital Management Co | 206,446 | $27.4M | 2.97% | −1,104−0.5% | Reduced |
| Creative Planning | 204,138 | $27.1M | 0.04% | +18,062+9.7% | Added |
| Rafferty Asset Management, LLC | 203,944 | $27.0M | 0.23% | +37,252+22.3% | Added |
| Vontobel Holding Ltd. | 208,224 | $26.8M | 0.27% | +4,560+2.2% | Added |
| Long Path Partners LP | 201,410 | $26.7M | 11.61% | −1,406−0.7% | Reduced |
| ING Groep NV | 200,729 | $26.6M | 0.27% | −97,222−32.6% | Reduced |
| Qube Research & Technologies Ltd | 200,433 | $26.6M | 0.16% | +4,775+2.4% | Added |
| Honeycomb Asset Management LP | 200,000 | $26.5M | 8.06% | +200,000 | New |
| Mogy Joel R Investment Counsel Inc | 196,789 | $26.1M | 2.61% | +1,684+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 189,264 | $25.1M | 0.48% | +4,577+2.5% | Added |
| Gateway Investment Advisers LLC | 187,611 | $24.9M | 0.31% | −92,953−33.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 187,397 | $24.8M | 1.88% | −12,066−6.0% | Reduced |
| Tredje AP-fonden | 185,846 | $24.6M | 0.42% | +15,658+9.2% | Added |
| Summitry LLC | 184,927 | $24.5M | 1.80% | −9,328−4.8% | Reduced |
| IFM Investors Pty Ltd | 183,109 | $24.3M | 0.41% | +8,342+4.8% | Added |
| Nisa Investment Advisors, LLC | 183,014 | $24.3M | 0.19% | −26,049−12.5% | Reduced |
| Hantz Financial Services, Inc. | 182,235 | $24.2M | 0.73% | +8,174+4.7% | Added |
| CIBC Asset Management Inc | 179,806 | $23.8M | 0.10% | −78,353−30.4% | Reduced |