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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 85,507 | $11.3M | 0.64% | −2,131−2.4% | Reduced |
| Davidson Investment Advisors | 85,141 | $11.3M | 0.88% | +783+0.9% | Added |
| RDST Capital LLC | 84,650 | $11.2M | 6.86% | +73,250+642.5% | Added |
| Amica Mutual Insurance Co | 83,320 | $11.0M | 1.40% | +14,793+21.6% | Added |
| MML Investors Services, LLC | 82,376 | $10.9M | 0.07% | +9,272+12.7% | Added |
| Securian Asset Management, Inc | 82,210 | $10.9M | 0.30% | −946−1.1% | Reduced |
| Harvest Portfolios Group Inc. | 79,948 | $10.6M | 0.61% | +79,948 | New |
| Paragon Capital Management Ltd | 79,617 | $10.6M | 2.81% | +97+0.1% | Added |
| Trillium Asset Management, LLC | 79,466 | $10.5M | 0.32% | −320−0.4% | Reduced |
| Channing Capital Management, LLC | 79,217 | $10.5M | 0.33% | +13,924+21.3% | Added |
| Kentucky Retirement Systems | 78,228 | $10.4M | 0.41% | +341+0.4% | Added |
| Mizuho Markets Cayman LP | 77,965 | $10.3M | 1.41% | −2,844−3.5% | Reduced |
| Marshall Wace, LLP | 77,435 | $10.3M | 0.03% | −73,056−48.5% | Reduced |
| Elo Mutual Pension Insurance Co | 77,412 | $10.3M | 0.35% | +2,763+3.7% | Added |
| Oregon Public Employees Retirement Fund | 77,097 | $10.2M | 0.13% | +1,039+1.4% | Added |
| Kadensa Capital Ltd | 77,034 | $10.2M | 3.06% | +7,335+10.5% | Added |
| Norinchukin Bank, The | 76,329 | $10.1M | 0.22% | −12,844−14.4% | Reduced |
| Maryland State Retirement & Pension System | 75,744 | $10.0M | 0.29% | +75,744 | New |
| ICICI Prudential Asset Management Co Ltd | 75,237 | $9.98M | 1.54% | −13,495−15.2% | Reduced |
| Hartford Investment Management Co | 75,168 | $9.97M | 0.30% | −22,160−22.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $9.94M | 0.15% | −25,000−25.0% | Reduced |
| Yarbrough Capital, LLC | 74,967 | $9.94M | 0.79% | −1,201−1.6% | Reduced |
| Bridgecreek Investment Management, LLC | 74,385 | $9.86M | 2.20% | −1,150−1.5% | Reduced |
| Synovus Financial Corp | 74,377 | $9.86M | 0.11% | +326+0.4% | Added |
| Covea Finance | 73,706 | $9.77M | 0.49% | −107,455−59.3% | Reduced |
| CCM Investment Advisers LLC | 71,950 | $9.54M | 1.52% | +71,950 | New |
| Whittier Trust Co | 71,747 | $9.51M | 0.19% | −1,160−1.6% | Reduced |
| Motley Fool Asset Management LLC | 70,533 | $9.35M | 1.05% | +47,644+208.2% | Added |
| Fulton Breakefield Broenniman LLC | 70,257 | $9.32M | 0.83% | −4,751−6.3% | Reduced |
| Annex Advisory Services, LLC | 69,921 | $9.27M | 0.52% | +24,547+54.1% | Added |
| Sequoia Financial Advisors, LLC | 69,791 | $9.25M | 0.23% | +4,736+7.3% | Added |
| Prime Capital Investment Advisors, LLC | 69,715 | $9.24M | 0.35% | +1,571+2.3% | Added |
| Kingsview Wealth Management, LLC | 69,391 | $9.20M | 0.40% | +44,027+173.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 68,714 | $9.11M | 0.24% | +44,236+180.7% | Added |
| Jefferies Financial Group Inc. | 68,527 | $9.09M | 0.16% | +68,527 | New |
| Bridges Investment Management Inc | 68,037 | $9.02M | 0.33% | −17,494−20.5% | Reduced |
| Credit Agricole S A | 67,979 | $9.01M | 0.33% | +19,111+39.1% | Added |
| Middleton & Co Inc | 67,390 | $8.94M | 1.32% | −4,057−5.7% | Reduced |
| Roffman Miller Associates Inc | 66,595 | $8.83M | 0.73% | −1,683−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 60,573 | $8.80M | 0.10% | −1,153−1.9% | Reduced |
| Sit Investment Associates Inc | 65,991 | $8.75M | 0.25% | +6,552+11.0% | Added |
| Franklin Street Advisors Inc | 65,959 | $8.75M | 0.83% | −30,894−31.9% | Reduced |
| Anchor Capital Advisors LLC | 64,954 | $8.61M | 0.22% | −1,847−2.8% | Reduced |
| Cortland Associates Inc | 64,818 | $8.59M | 1.42% | −697−1.1% | Reduced |
| Louisiana State Employees Retirement System | 64,600 | $8.56M | 0.23% | +900+1.4% | Added |
| Old National Bancorp | 63,879 | $8.47M | 0.27% | −3,930−5.8% | Reduced |
| Erste Asset Management GmbH | 63,444 | $8.41M | 0.18% | −3,819−5.7% | Reduced |
| Mercer Global Advisors Inc | 63,393 | $8.40M | 0.04% | +16,970+36.6% | Added |
| Atria Investments LLC | 63,274 | $8.39M | 0.17% | −15,444−19.6% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 67,500 | $8.39M | 1.64% | −8,000−10.6% | Reduced |
| Washington Trust Co | 63,032 | $8.36M | 0.39% | −6,406−9.2% | Reduced |
| Wolverine Trading, LLC | 63,029 | $8.36M | 0.14% | +3,235+5.4% | Added |
| Lyell Wealth Management, LP | 63,006 | $8.35M | 1.32% | −421−0.7% | Reduced |
| Jones Financial Companies LLLP | 61,823 | $8.20M | 0.01% | +393+0.6% | Added |
| Aigen Investment Management, LP | 60,497 | $8.02M | 1.13% | +27,289+82.2% | Added |
| Community Trust & Investment Co | 60,400 | $8.01M | 0.73% | +54+0.1% | Added |
| Freestone Capital Holdings, LLC | 60,224 | $7.99M | 0.37% | −7,053−10.5% | Reduced |
| Ally Financial Inc. | 60,000 | $7.96M | 1.24% | 00.0% | Unchanged |
| GDS Wealth Management | 59,102 | $7.84M | 1.50% | −5,010−7.8% | Reduced |
| Trybe Capital Management LP | 58,893 | $7.81M | 9.16% | −4,265−6.8% | Reduced |
| Liontrust Investment Partners LLP | 58,000 | $7.69M | 0.14% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 57,840 | $7.67M | 0.34% | −115−0.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 57,804 | $7.66M | 0.29% | −1,142−1.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 57,723 | $7.65M | 0.51% | −27,488−32.3% | Reduced |
| Alberta Investment Management Corp | 57,440 | $7.62M | 0.07% | −94,250−62.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,056 | $7.60M | 0.97% | +8,274+18.1% | Added |
| Atria Wealth Solutions, Inc. | 56,731 | $7.52M | 0.12% | −5,122−8.3% | Reduced |
| Highland Capital Management, LLC | 56,632 | $7.51M | 0.53% | −4,986−8.1% | Reduced |
| Dash Acquisitions Inc. | 56,562 | $7.50M | 3.95% | −4,255−7.0% | Reduced |
| Ergoteles LLC | 56,145 | $7.44M | 0.27% | +14,989+36.4% | Added |
| Walleye Capital LLC | 55,976 | $7.42M | 0.16% | +55,976 | New |
| Loup Funds, LLC | 55,551 | $7.37M | 4.18% | +55,551 | New |
| Rosenblum Silverman Sutton S F Inc | 54,654 | $7.25M | 2.64% | −921−1.7% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $7.18M | 0.43% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 53,794 | $7.13M | 0.37% | −14,553−21.3% | Reduced |
| ExodusPoint Capital Management, LP | 53,740 | $7.13M | 0.11% | +19,897+58.8% | Added |
| SG Americas Securities, LLC | 53,729 | $7.12M | 0.10% | −21,741−28.8% | Reduced |
| MUFG Securities EMEA plc | 53,577 | $7.10M | 0.13% | +53,577 | New |
| Talbot Financial, LLC | 52,987 | $7.03M | 1.45% | +52,987 | New |
| Marco Investment Management LLC | 52,973 | $7.02M | 0.82% | −4,590−8.0% | Reduced |
| Northstar Asset Management Inc | 52,955 | $7.02M | 2.34% | +1,081+2.1% | Added |
| Captrust Financial Advisors | 52,390 | $6.95M | 0.03% | −794−1.5% | Reduced |
| One Capital Management, LLC | 51,926 | $6.88M | 0.37% | +48,123+1,265.4% | Added |
| Cornerstone Capital, Inc. | 51,139 | $6.78M | 0.87% | −27,200−34.7% | Reduced |
| Abbrea Capital, LLC | 50,962 | $6.76M | 1.22% | −1,594−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 50,861 | $6.74M | 0.17% | −251−0.5% | Reduced |
| Point72 Middle East FZE | 50,676 | $6.72M | 0.52% | +50,676 | New |
| Laurion Capital Management LP | 50,126 | $6.65M | 0.19% | +47,759+2,017.7% | Added |
| Chesley Taft & Associates LLC | 49,913 | $6.62M | 0.46% | −555−1.1% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 49,809 | $6.60M | 0.51% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 49,791 | $6.60M | 1.36% | +19,839+66.2% | Added |
| Marex Group plc | 49,355 | $6.54M | 0.93% | +49,355 | New |
| Clearline Capital LP | 49,206 | $6.52M | 1.17% | +43,735+799.4% | Added |
| Covington Investment Advisors Inc. | 47,999 | $6.36M | 1.52% | −2,200−4.4% | Reduced |
| New Mexico Educational Retirement Board | 47,786 | $6.34M | 0.34% | −3,000−5.9% | Reduced |
| Virginia Retirement Systems Et Al | 47,700 | $6.32M | 0.07% | −2,600−5.2% | Reduced |
| Gifford Fong Associates | 47,621 | $6.31M | 1.45% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 47,558 | $6.31M | 1.10% | −292−0.6% | Reduced |
| Progressive Investment Management Corp | 46,840 | $6.21M | 2.41% | +326+0.7% | Added |
| Private Asset Management Inc | 46,720 | $6.20M | 1.05% | −1,745−3.6% | Reduced |