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 |
|---|---|---|---|---|---|
| Abeille Asset Management SA | 184,564 | $23.5M | 1.21% | −605−0.3% | Reduced |
| Daiwa Securities Group Inc. | 143,462 | $23.5M | 0.18% | +11,025+8.3% | Added |
| Walleye Trading LLC | 177,276 | $23.5M | 0.59% | +111,962+171.4% | Added |
| Magellan Asset Management Ltd | 174,613 | $23.2M | 0.20% | +9,875+6.0% | Added |
| RMB Capital Management, LLC | 174,556 | $23.1M | 0.82% | +95,895+121.9% | Added |
| Brown Advisory Inc | 173,684 | $23.0M | 0.04% | −13,008−7.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 172,655 | $22.9M | 0.33% | −7,200−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 172,188 | $22.8M | 0.40% | −710−0.4% | Reduced |
| New York Life Investment Management LLC | 172,171 | $22.8M | 0.26% | +740+0.4% | Added |
| Comerica Bank | 153,428 | $22.8M | 0.18% | +1,109+0.7% | Added |
| Financial Counselors Inc | 171,741 | $22.8M | 0.51% | +30,451+21.6% | Added |
| Utah Retirement Systems | 171,032 | $22.7M | 0.36% | −1,600−0.9% | Reduced |
| WestEnd Advisors, LLC | 170,871 | $22.7M | 0.74% | −35,952−17.4% | Reduced |
| Bank of Nova Scotia | 170,117 | $22.6M | 0.06% | −196,758−53.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 169,034 | $22.4M | 0.19% | +23,496+16.1% | Added |
| Scotia Capital Inc. | 167,719 | $22.2M | 0.17% | −73,243−30.4% | Reduced |
| Heritage Investors Management Corp | 166,916 | $22.1M | 1.01% | +3,008+1.8% | Added |
| Kempen Capital Management N.V. | 162,841 | $21.6M | 0.63% | +114,587+237.5% | Added |
| Man Group plc | 162,313 | $21.5M | 0.08% | −27,782−14.6% | Reduced |
| Hollencrest Capital Management | 161,664 | $21.4M | 2.65% | −2,918−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 160,589 | $21.3M | 0.02% | −36,315−18.4% | Reduced |
| Westpac Banking Corp | 159,271 | $21.1M | 0.31% | −16,069−9.2% | Reduced |
| Aureus Asset Management, LLC | 157,580 | $20.9M | 1.80% | +2,366+1.5% | Added |
| Morningstar Investment Services LLC | 150,199 | $20.8M | 0.28% | +357+0.2% | Added |
| Panagora Asset Management Inc | 156,185 | $20.7M | 0.14% | +28,048+21.9% | Added |
| USS Investment Management Ltd | 151,664 | $20.1M | 0.29% | −1,466−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 149,219 | $19.8M | 0.33% | +5,022+3.5% | Added |
| Becker Capital Management Inc | 148,591 | $19.7M | 0.92% | +15,382+11.5% | Added |
| Yousif Capital Management, LLC | 147,236 | $19.5M | 0.26% | +7,459+5.3% | Added |
| Xponance, Inc. | 146,662 | $19.4M | 0.32% | +21,898+17.6% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $19.3M | 2.13% | −30,000−17.1% | Reduced |
| Connectus Wealth, LLC | 145,251 | $19.3M | 0.51% | −5,402−3.6% | Reduced |
| Lannebo Fonder AB | 145,000 | $19.2M | 3.69% | 00.0% | Unchanged |
| Baader Bank INC | 143,000 | $19.0M | 1.74% | +21,559+17.8% | Added |
| Mutual of America Capital Management LLC | 142,840 | $18.9M | 0.24% | +5,078+3.7% | Added |
| Vancity Investment Management Ltd | 142,113 | $18.8M | 2.82% | +2,545+1.8% | Added |
| Texas Permanent School Fund | 142,080 | $18.8M | 0.29% | +1,294+0.9% | Added |
| Factory Mutual Insurance Co | 140,900 | $18.7M | 0.28% | 00.0% | Unchanged |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 140,000 | $18.6M | 1.05% | +15,000+12.0% | Added |
| State of Alaska, Department of Revenue | 139,978 | $18.6M | 0.23% | +1,845+1.3% | Added |
| CIBC World Markets Inc. | 139,719 | $18.5M | 0.07% | −30,181−17.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 139,247 | $18.5M | 0.10% | −23,440−14.4% | Reduced |
| Crestwood Advisors Group LLC | 137,042 | $18.2M | 0.62% | −73,528−34.9% | Reduced |
| Kinney Asset Management, LLC | 135,721 | $18.0M | 13.89% | +135,721 | New |
| Bloom Tree Partners, LLC | 132,706 | $17.6M | 9.35% | 00.0% | Unchanged |
| Regions Financial Corp | 131,467 | $17.4M | 0.16% | −5,590−4.1% | Reduced |
| Guggenheim Capital LLC | 131,450 | $17.4M | 0.15% | −4,283−3.2% | Reduced |
| M&T Bank Corp | 130,784 | $17.3M | 0.07% | −5,733−4.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 130,057 | $17.2M | 0.25% | +21,439+19.7% | Added |
| Crosslink Capital Inc | 128,755 | $17.1M | 4.12% | −17,390−11.9% | Reduced |
| NewEdge Wealth, LLC | 127,710 | $16.9M | 0.73% | +10,433+8.9% | Added |
| Steel Peak Wealth Management LLC | 124,733 | $16.5M | 1.22% | −958−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 124,418 | $16.5M | 0.48% | +13,670+12.3% | Added |
| Orbis Allan Gray Ltd | 122,012 | $16.2M | 0.13% | −10,303−7.8% | Reduced |
| Light Street Capital Management, LLC | 119,286 | $15.8M | 5.90% | −16,277−12.0% | Reduced |
| Stephens Inc | 118,990 | $15.8M | 0.32% | −18,767−13.6% | Reduced |
| Silvant Capital Management LLC | 118,876 | $15.8M | 1.12% | −3,149−2.6% | Reduced |
| Cetera Advisor Networks LLC | 118,631 | $15.7M | 0.13% | +31,960+36.9% | Added |
| Ami Asset Management Corp | 117,157 | $15.5M | 1.09% | −76,093−39.4% | Reduced |
| Czech National Bank | 117,037 | $15.5M | 0.41% | +1,404+1.2% | Added |
| Capula Management Ltd | 115,980 | $15.4M | 1.59% | +115,980 | New |
| Tocqueville Asset Management L.P. | 115,660 | $15.3M | 0.29% | −92,884−44.5% | Reduced |
| Cornerstone Advisors, LLC | 115,000 | $15.2M | 0.75% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 113,661 | $15.1M | 0.67% | +32,181+39.5% | Added |
| Brinker Capital Investments, LLC | 112,585 | $14.9M | 0.30% | −10,672−8.7% | Reduced |
| Group One Trading, L.P. | 112,295 | $14.9M | 0.50% | +39,770+54.8% | Added |
| Gotham Asset Management, LLC | 111,068 | $14.7M | 0.41% | +36,242+48.4% | Added |
| Guinness Asset Management LTD | 110,100 | $14.6M | 0.41% | +1,206+1.1% | Added |
| Kestra Advisory Services, LLC | 107,896 | $14.3M | 0.13% | −10,573−8.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 106,892 | $14.2M | 0.57% | −3,569−3.2% | Reduced |
| Howard Capital Management Group, LLC | 106,642 | $14.1M | 1.70% | −6,885−6.1% | Reduced |
| Greenleaf Trust | 106,555 | $14.1M | 0.18% | +806+0.8% | Added |
| ClariVest Asset Management LLC | 106,423 | $14.1M | 0.68% | −2,720−2.5% | Reduced |
| Boston Common Asset Management, LLC | 106,273 | $14.1M | 0.67% | −30,163−22.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 105,800 | $14.0M | 1.09% | −2,271−2.1% | Reduced |
| Thomasville National Bank | 102,470 | $13.6M | 1.57% | +30,449+42.3% | Added |
| MayTech Global Investments, LLC | 101,832 | $13.5M | 4.48% | +8,838+9.5% | Added |
| NS Partners Ltd | 101,706 | $13.5M | 0.81% | +282+0.3% | Added |
| Cambridge Trust Co | 101,067 | $13.4M | 0.60% | −7,144−6.6% | Reduced |
| Thematics Asset Management | 99,136 | $13.1M | 0.80% | +99,136 | New |
| MMBG Investment Advisors Co. | 97,204 | $12.9M | 1.71% | −252−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 96,898 | $12.8M | 0.63% | −7,918−7.6% | Reduced |
| CWM, LLC | 96,768 | $12.8M | 0.09% | −15,133−13.5% | Reduced |
| Cetera Advisors LLC | 95,673 | $12.7M | 0.23% | +3,439+3.7% | Added |
| TCTC Holdings, LLC | 94,447 | $12.5M | 0.51% | −1,093−1.1% | Reduced |
| Acadian Asset Management LLC | 94,369 | $12.5M | 0.06% | +60,671+180.0% | Added |
| Williams Jones Wealth Management, LLC. | 93,689 | $12.4M | 0.21% | −51,429−35.4% | Reduced |
| United Capital Financial Advisers, LLC | 92,248 | $12.2M | 0.07% | −39,515−30.0% | Reduced |
| Boston Family Office LLC | 92,088 | $12.2M | 1.01% | −8,339−8.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 90,849 | $12.0M | 0.28% | −8,854−8.9% | Reduced |
| Chilton Capital Management LLC | 90,573 | $12.0M | 0.75% | −2,436−2.6% | Reduced |
| AE Wealth Management LLC | 89,767 | $11.9M | 0.09% | +2,519+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 88,696 | $11.8M | 0.20% | −9,618−9.8% | Reduced |
| British Columbia Investment Management Corp | 88,676 | $11.8M | 0.13% | −9,814−10.0% | Reduced |
| Kingdon Capital Management, L.L.C. | 87,900 | $11.7M | 3.03% | +87,900 | New |
| Perigon Wealth Management, LLC | 87,867 | $11.7M | 0.72% | −4,120−4.5% | Reduced |
| Pittenger & Anderson Inc | 87,661 | $11.6M | 0.64% | −3,281−3.6% | Reduced |
| Herr Investment Group LLC | 87,512 | $11.6M | 2.20% | +87,512 | New |
| PEAK6 Investments LLC | 86,587 | $11.5M | 0.63% | −16,198−15.8% | Reduced |
| Front Barnett Associates LLC | 86,006 | $11.4M | 1.44% | −2,159−2.4% | Reduced |