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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 46,684 | $6.19M | 0.03% | +6,223+15.4% | Added |
| Exchange Capital Management, Inc. | 46,458 | $6.16M | 1.35% | +309+0.7% | Added |
| Huntington National Bank | 46,409 | $6.15M | 0.06% | −11,294−19.6% | Reduced |
| Bokf, NA | 46,156 | $6.12M | 0.11% | −5,163−10.1% | Reduced |
| Edge Wealth Management LLC | 46,445 | $6.09M | 1.42% | −6,467−12.2% | Reduced |
| Boston Private Wealth LLC | 45,788 | $6.07M | 0.08% | −10,357−18.4% | Reduced |
| Oppenheimer & Co Inc | 45,747 | $6.07M | 0.14% | −8,718−16.0% | Reduced |
| Sandy Spring Bank | 45,125 | $5.98M | 0.36% | −4,761−9.5% | Reduced |
| Essex Investment Management Co LLC | 45,032 | $5.97M | 0.93% | +656+1.5% | Added |
| Moreno Evelyn V | 44,400 | $5.89M | 1.36% | +23,322+110.6% | Added |
| Motco | 44,179 | $5.86M | 0.44% | +1,345+3.1% | Added |
| Cullinan Associates Inc | 44,050 | $5.84M | 0.32% | −7,146−14.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 43,848 | $5.81M | 0.14% | −10,567−19.4% | Reduced |
| Prudential PLC | 43,749 | $5.80M | 0.07% | +13,769+45.9% | Added |
| Iyo Bank, Ltd. | 43,532 | $5.77M | 3.40% | 00.0% | Unchanged |
| Allstate Corp | 43,343 | $5.75M | 0.17% | +20,134+86.8% | Added |
| Allstate Investment Management Co | 43,343 | $5.75M | 0.17% | +43,343 | New |
| Illinois Municipal Retirement Fund | 43,206 | $5.73M | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 42,933 | $5.69M | 0.30% | −817−1.9% | Reduced |
| Sycomore Asset Management | 43,638 | $5.65M | 1.56% | −7,150−14.1% | Reduced |
| Pathstone Family Office, LLC | 53,837 | $5.65M | 0.11% | +8,556+18.9% | Added |
| CFM Wealth Partners LLC | 42,559 | $5.64M | 1.69% | −1,245−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 42,550 | $5.64M | 0.25% | −800−1.8% | Reduced |
| Adell Harriman & Carpenter Inc | 42,501 | $5.64M | 0.65% | −9,169−17.7% | Reduced |
| Rothschild Investment Corp | 42,489 | $5.63M | 0.52% | −828−1.9% | Reduced |
| Selective Wealth Management, Inc. | 37,244 | $5.63M | 2.97% | −8,749−19.0% | Reduced |
| Achmea Investment Management B.V. | 45,193 | $5.62M | 0.19% | +1,756+4.0% | Added |
| First Horizon Advisors, Inc. | 42,278 | $5.61M | 0.21% | −10,552−20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 41,933 | $5.56M | 0.69% | +2,266+5.7% | Added |
| Lockheed Martin Investment Management Co | 41,920 | $5.56M | 0.37% | +20,920+99.6% | Added |
| Beacon Pointe Advisors, LLC | 41,513 | $5.50M | 0.11% | +458+1.1% | Added |
| Sand Hill Global Advisors, LLC | 41,400 | $5.49M | 0.31% | −534−1.3% | Reduced |
| Bryn Mawr Trust Co | 41,324 | $5.48M | 0.25% | −1,010−2.4% | Reduced |
| Ziegler Capital Management, LLC | 41,242 | $5.47M | 0.23% | −5,231−11.3% | Reduced |
| Bradley Foster & Sargent Inc | 41,112 | $5.45M | 0.14% | −10,678−20.6% | Reduced |
| Hillman Capital Management, Inc. | 40,977 | $5.43M | 2.13% | −1,576−3.7% | Reduced |
| Strategic Wealth Designers | 37,341 | $5.43M | 1.26% | +6,671+21.8% | Added |
| Daymark Wealth Partners, LLC | 40,626 | $5.39M | 0.95% | +40,626 | New |
| Industrial Alliance Investment Management Inc. | 40,529 | $5.37M | 0.15% | −45,880−53.1% | Reduced |
| Allen Investment Management LLC | 40,384 | $5.35M | 0.09% | −1,267−3.0% | Reduced |
| Kinneret Advisory, LLC | 40,307 | $5.34M | 0.71% | −2,415−5.7% | Reduced |
| Umb Bank N A | 40,147 | $5.32M | 0.08% | −111,229−73.5% | Reduced |
| Tegean Capital Management, LLC | 40,000 | $5.30M | 16.97% | +40,000 | New |
| PKO Investment Management Joint-Stock Co | 40,000 | $5.30M | 0.77% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 39,982 | $5.30M | 0.03% | +23,284+139.4% | Added |
| Advisory Services Network, LLC | 39,926 | $5.29M | 0.16% | −544−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 39,568 | $5.25M | 0.14% | −2,822−6.7% | Reduced |
| D.A. Davidson & Co. | 39,533 | $5.24M | 0.06% | +4,329+12.3% | Added |
| Cetera Investment Advisers | 39,410 | $5.23M | 0.05% | +16,163+69.5% | Added |
| Philadelphia Trust Co | 39,352 | $5.22M | 0.56% | −9,528−19.5% | Reduced |
| HST Ventures, LLC | 38,989 | $5.17M | 3.65% | +25,962+199.3% | Added |
| Wolverine Asset Management LLC | 38,708 | $5.13M | 0.08% | +37,526+3,174.8% | Added |
| Carlson Capital L P | 38,600 | $5.12M | 0.39% | +38,600 | New |
| Moors & Cabot, Inc. | 38,123 | $5.05M | 0.35% | −829−2.1% | Reduced |
| CMH Wealth Management LLC | 38,091 | $5.05M | 1.62% | −3,259−7.9% | Reduced |
| RPG Investment Advisory, LLC | 37,936 | $5.03M | 0.97% | +458+1.2% | Added |
| Wedbush Securities Inc | 37,662 | $4.99M | 0.27% | −2,396−6.0% | Reduced |
| Westwood Management Corp | 37,601 | $4.99M | 0.67% | −4,800−11.3% | Reduced |
| First National Trust Co | 37,603 | $4.99M | 0.26% | +32+0.1% | Added |
| JustInvest LLC | 37,478 | $4.97M | 0.21% | −20,026−34.8% | Reduced |
| Stonebridge Capital Advisors LLC | 37,477 | $4.97M | 0.59% | +2,712+7.8% | Added |
| Profund Advisors LLC | 37,368 | $4.95M | 0.32% | +814+2.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 37,139 | $4.92M | 0.48% | −2,256−5.7% | Reduced |
| Osborne Partners Capital Management, LLC | 37,002 | $4.91M | 0.39% | +2,772+8.1% | Added |
| Zeke Capital Advisors, LLC | 36,982 | $4.90M | 0.32% | −15,359−29.3% | Reduced |
| Flputnam Investment Management Co | 36,932 | $4.90M | 0.18% | +8,936+31.9% | Added |
| Orion Portfolio Solutions, LLC | 36,893 | $4.89M | 0.17% | +783+2.2% | Added |
| Prospera Financial Services Inc | 36,818 | $4.88M | 0.24% | −3,856−9.5% | Reduced |
| Bogart Wealth, LLC | 36,623 | $4.86M | 0.34% | +4,878+15.4% | Added |
| Means Investment Co., Inc. | 36,506 | $4.84M | 0.97% | −845−2.3% | Reduced |
| Cidel Asset Management Inc | 36,123 | $4.79M | 0.22% | +36,123 | New |
| Forbes J M & Co LLP | 35,995 | $4.77M | 0.69% | −8,421−19.0% | Reduced |
| United Services Automobile Association | 35,879 | $4.76M | 0.11% | −2,757−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 35,879 | $4.76M | 1.57% | −9,230−20.5% | Reduced |
| Johnson Investment Counsel Inc | 35,850 | $4.75M | 0.06% | −3,143−8.1% | Reduced |
| Corvex Management LP | 35,768 | $4.74M | 0.32% | −565,599−94.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,658 | $4.73M | 0.41% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 35,375 | $4.69M | 0.53% | +10,471+42.0% | Added |
| Neville Rodie & Shaw Inc | 35,273 | $4.68M | 0.44% | −10,792−23.4% | Reduced |
| Equitable Trust Co | 35,165 | $4.66M | 0.37% | −41,958−54.4% | Reduced |
| Intech Investment Management LLC | 35,096 | $4.65M | 0.03% | −19,813−36.1% | Reduced |
| Keybank National Association | 35,069 | $4.65M | 0.02% | −3,947−10.1% | Reduced |
| Barrier Capital Management, LLC | 34,683 | $4.60M | 6.82% | −18,165−34.4% | Reduced |
| Sigma Planning Corp | 34,666 | $4.60M | 0.16% | −4,583−11.7% | Reduced |
| Xcel Wealth Management, LLC | 34,646 | $4.59M | 1.81% | −15,661−31.1% | Reduced |
| Seven Post Investment Office LP | 34,629 | $4.59M | 1.62% | 00.0% | Unchanged |
| Trust Co of Vermont | 34,624 | $4.59M | 0.34% | −3,573−9.4% | Reduced |
| Fragasso Group Inc. | 34,291 | $4.55M | 0.53% | +1,509+4.6% | Added |
| Parallel Advisors, LLC | 34,233 | $4.54M | 0.20% | −4,328−11.2% | Reduced |
| Waverton Investment Management Ltd | 34,195 | $4.53M | 0.17% | −1,580−4.4% | Reduced |
| Grassi Investment Management | 34,183 | $4.53M | 0.61% | −225−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 34,075 | $4.52M | 0.18% | +100.0% | Added |
| YorkBridge Wealth Partners, LLC | 34,067 | $4.52M | 1.15% | −3,072−8.3% | Reduced |
| Meyer Handelman Co | 33,930 | $4.50M | 0.19% | −785−2.3% | Reduced |
| Tiger Management L.L.C. | 33,700 | $4.47M | 2.82% | 00.0% | Unchanged |
| Commerce Bank | 33,694 | $4.47M | 0.04% | −5,878−14.9% | Reduced |
| AXS Investments LLC | 33,631 | $4.46M | 1.59% | −2,138−6.0% | Reduced |
| Avantax Advisory Services, Inc. | 33,541 | $4.45M | 0.06% | −1,497−4.3% | Reduced |
| KCM Investment Advisors LLC | 33,382 | $4.43M | 0.19% | −1,581−4.5% | Reduced |
| Assetmark, Inc | 33,351 | $4.42M | 0.02% | +1,964+6.3% | Added |