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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 33,247 | $4.41M | 1.09% | −94,658−74.0% | Reduced |
| Ethic Inc. | 33,152 | $4.40M | 0.24% | −9,988−23.2% | Reduced |
| Toroso Investments, LLC | 33,045 | $4.38M | 0.17% | +5,595+20.4% | Added |
| Valeo Financial Advisors, LLC | 79,136 | $4.38M | 0.24% | −4,203−5.0% | Reduced |
| Andra AP-fonden | 32,998 | $4.38M | 0.13% | +12,000+57.1% | Added |
| Great Valley Advisor Group, Inc. | 32,985 | $4.37M | 0.22% | +220+0.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 32,564 | $4.32M | 1.27% | +6,530+25.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,365 | $4.29M | 0.18% | +2,632+8.9% | Added |
| Azimuth Capital Investment Management LLC | 32,199 | $4.27M | 0.22% | −12,897−28.6% | Reduced |
| Fiduciary Trust Co | 32,197 | $4.27M | 0.08% | +248+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 31,840 | $4.22M | 0.05% | +4,585+16.8% | Added |
| Cutler Group LP | 31,705 | $4.20M | 0.51% | −7,967−20.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,550 | $4.18M | 0.03% | −85,792−73.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 31,343 | $4.16M | 0.11% | −5,613−15.2% | Reduced |
| Governors Lane LP | 31,100 | $4.12M | 0.45% | −87,400−73.8% | Reduced |
| Tower Research Capital LLC (TRC) | 31,050 | $4.12M | 0.17% | −103,142−76.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,896 | $4.10M | 0.20% | −8,205−21.0% | Reduced |
| Metis Global Partners, LLC | 30,854 | $4.09M | 0.36% | +12,914+72.0% | Added |
| Bank Hapoalim BM | 30,705 | $4.07M | 0.51% | −9,210−23.1% | Reduced |
| Arrow Financial Corp | 30,360 | $4.03M | 0.55% | +4,693+18.3% | Added |
| O'Shaughnessy Asset Management, LLC | 30,242 | $4.01M | 0.07% | +309+1.0% | Added |
| Shell Asset Management Co | 30,180 | $4.00M | 0.18% | −11,347−27.3% | Reduced |
| Bank of the West | 29,734 | $3.94M | 0.46% | −1,555−5.0% | Reduced |
| Novare Capital Management LLC | 29,527 | $3.91M | 0.46% | +999+3.5% | Added |
| Pinnacle Associates Ltd | 29,503 | $3.91M | 0.09% | +10,836+58.0% | Added |
| Snowhook Capital Management LP | 29,447 | $3.90M | 2.09% | +29,447 | New |
| Financial Partners Capital Management LLC | 29,359 | $3.89M | 0.87% | −1,300−4.2% | Reduced |
| Aquatic Capital Management LLC | 29,300 | $3.88M | 0.28% | +29,300 | New |
| Raymond James Trust N.A. | 29,263 | $3.88M | 0.13% | −2,728−8.5% | Reduced |
| Autus Asset Management, LLC | 29,250 | $3.88M | 0.70% | −3,142−9.7% | Reduced |
| Prentiss Smith & Co Inc | 29,200 | $3.87M | 3.51% | −584−2.0% | Reduced |
| Ceera Investments, LLC | 29,046 | $3.85M | 2.43% | +8,146+39.0% | Added |
| Shufro Rose & Co LLC | 28,937 | $3.84M | 0.32% | −1,242−4.1% | Reduced |
| Oak Associates, Ltd | 28,929 | $3.84M | 0.32% | −42,321−59.4% | Reduced |
| Brighton Jones LLC | 28,795 | $3.82M | 0.23% | −504−1.7% | Reduced |
| Central Trust Co | 28,699 | $3.81M | 0.12% | −10,230−26.3% | Reduced |
| Stratos Wealth Partners, LTD. | 28,696 | $3.80M | 0.10% | −684−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 28,694 | $3.80M | 0.03% | −96,047−77.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 28,577 | $3.79M | 2.38% | −1,456−4.8% | Reduced |
| Stelac Advisory Services LLC | 28,544 | $3.78M | 1.71% | +15,493+118.7% | Added |
| Colony Group LLC | 28,402 | $3.77M | 0.05% | +5,843+25.9% | Added |
| Cohen Klingenstein LLC | 28,300 | $3.75M | 0.19% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 28,062 | $3.72M | 0.08% | −11,261−28.6% | Reduced |
| Mirova | 28,028 | $3.72M | 0.58% | +432+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,985 | $3.71M | 0.17% | +1,148+4.3% | Added |
| Strategic Advisors LLC | 27,887 | $3.70M | 0.82% | −651−2.3% | Reduced |
| Webster Bank, N. A. | 27,776 | $3.68M | 0.50% | −2,281−7.6% | Reduced |
| Seeyond | 27,679 | $3.67M | 0.36% | +18,382+197.7% | Added |
| Consolidated Investment Group LLC | 27,600 | $3.66M | 0.78% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 27,558 | $3.65M | 0.50% | +1,058+4.0% | Added |
| FourThought Financial Partners, LLC | 27,503 | $3.65M | 0.53% | +27,503 | New |
| Verition Fund Management LLC | 27,406 | $3.63M | 0.07% | −21,490−44.0% | Reduced |
| Brookstone Capital Management | 25,658 | $3.61M | 0.07% | +3,483+15.7% | Added |
| Simmons Bank | 27,057 | $3.59M | 0.31% | +1,273+4.9% | Added |
| Rothschild & Co Asset Management US Inc. | 27,042 | $3.59M | 0.05% | +27,042 | New |
| Shannon River Fund Management LLC | 27,000 | $3.58M | 1.14% | −113,464−80.8% | Reduced |
| Stratos Wealth Advisors, LLC | 26,993 | $3.58M | 0.30% | +23,969+792.6% | Added |
| McRae Capital Management Inc | 26,877 | $3.56M | 1.04% | −745−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 26,828 | $3.56M | 0.18% | −1,801−6.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 26,766 | $3.55M | 3.20% | −1,384−4.9% | Reduced |
| Everence Capital Management Inc | 26,700 | $3.54M | 0.31% | +613+2.3% | Added |
| Cipher Capital LP | 26,618 | $3.53M | 0.67% | +9,201+52.8% | Added |
| Blue Zone Wealth Advisors, LLC | 26,446 | $3.51M | 1.87% | +232+0.9% | Added |
| National Asset Management, Inc. | 26,442 | $3.51M | 0.10% | −6,570−19.9% | Reduced |
| Bessemer Group Inc | 26,426 | $3.50M | 0.01% | +4,775+22.1% | Added |
| Oak Harvest Investment Services | 26,208 | $3.47M | 0.90% | −5,452−17.2% | Reduced |
| De Burlo Group Inc | 26,154 | $3.47M | 0.77% | −250−0.9% | Reduced |
| Peloton Wealth Strategists | 26,125 | $3.46M | 1.67% | +760+3.0% | Added |
| Codex Capital, L.L.C. | 26,100 | $3.46M | 2.89% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 32,511 | $3.45M | 0.04% | −60.0% | Reduced |
| SP Asset Management LLC | 25,444 | $3.37M | 0.45% | +25,444 | New |
| Iowa State Bank | 25,343 | $3.36M | 0.84% | +1,937+8.3% | Added |
| Wetherby Asset Management Inc | 25,290 | $3.35M | 0.22% | +405+1.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | −383−1.5% | Reduced |
| Plimoth Trust Co LLC | 25,155 | $3.34M | 1.08% | +1,489+6.3% | Added |
| Stoneridge Investment Partners LLC | 25,136 | $3.33M | 1.84% | +3,681+17.2% | Added |
| Quantbot Technologies LP | 25,132 | $3.33M | 0.24% | +25,132 | New |
| Empirical Finance, LLC | 25,038 | $3.32M | 0.34% | +2,084+9.1% | Added |
| Timber Creek Capital Management LLC | 24,980 | $3.31M | 1.25% | +10,010+66.9% | Added |
| Cary Street Partner Investment Advisory LLC | 24,879 | $3.30M | 0.24% | −7,467−23.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 24,866 | $3.30M | 2.52% | −3,000−10.8% | Reduced |
| Evergreen Capital Management LLC | 24,682 | $3.27M | 0.15% | −35,143−58.7% | Reduced |
| HBW Advisory Services LLC | 24,974 | $3.27M | 0.87% | +459+1.9% | Added |
| Lido Advisors, LLC | 24,495 | $3.25M | 0.06% | −56,866−69.9% | Reduced |
| Cohen Capital Management, Inc. | 24,365 | $3.23M | 0.66% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,292 | $3.23M | 0.67% | +3,493+18.6% | Added |
| Spinnaker Trust | 24,117 | $3.20M | 0.25% | +22,132+1,115.0% | Added |
| Massmutual Trust Co FSB | 23,901 | $3.17M | 0.13% | +6,436+36.9% | Added |
| Shelton Capital Management | 23,900 | $3.17M | 0.33% | −15,201−38.9% | Reduced |
| Marietta Wealth Management, LLC | 23,834 | $3.16M | 0.71% | −3,763−13.6% | Reduced |
| Vestcor Inc | 23,723 | $3.15M | 0.12% | −1,095−4.4% | Reduced |
| Independent Financial Group, LLC | 23,650 | $3.14M | 0.27% | −2,443−9.4% | Reduced |
| LGT Group Foundation | 23,631 | $3.13M | 0.10% | +6,345+36.7% | Added |
| First Nebraska Trust Co | 23,624 | $3.13M | 0.41% | +9,605+68.5% | Added |
| Beese Fulmer Investment Management, Inc. | 23,540 | $3.12M | 0.38% | +848+3.7% | Added |
| Summit Trail Advisors, LLC | 23,515 | $3.12M | 0.14% | −400−1.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,475 | $3.11M | 0.57% | −772−3.2% | Reduced |
| Miracle Mile Advisors, LLC | 23,468 | $3.11M | 0.11% | +3,965+20.3% | Added |
| Orin Green Financial, LLC | 23,258 | $3.08M | 1.81% | +15,504+199.9% | Added |
| Granite Investment Partners, LLC | 22,885 | $3.03M | 0.13% | −63,480−73.5% | Reduced |