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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 22,680 | $3.01M | 0.40% | +1,886+9.1% | Added |
| Independent Advisor Alliance | 22,646 | $3.00M | 0.37% | −2,959−11.6% | Reduced |
| Jag Capital Management, LLC | 22,592 | $3.00M | 0.43% | −2,514−10.0% | Reduced |
| Burleson & Company, LLC | 22,564 | $2.99M | 0.75% | +3,813+20.3% | Added |
| Hudson Valley Investment Advisors Inc | 22,453 | $2.98M | 0.45% | −9,375−29.5% | Reduced |
| Kornitzer Capital Management Inc | 22,391 | $2.97M | 0.06% | −1,121−4.8% | Reduced |
| FRG Family Wealth Advisors LLC | 22,346 | $2.96M | 0.71% | −2,040−8.4% | Reduced |
| Van Strum & Towne Inc. | 22,299 | $2.96M | 1.27% | −739−3.2% | Reduced |
| Fundamentun, LLC | 22,277 | $2.95M | 0.53% | +4,289+23.8% | Added |
| EVR Research LP | 22,000 | $2.92M | 0.91% | −21,000−48.8% | Reduced |
| Caldwell Trust Co | 21,953 | $2.91M | 0.41% | −1,302−5.6% | Reduced |
| RB Capital Management, LLC | 21,898 | $2.90M | 1.06% | −1,030−4.5% | Reduced |
| Twin Capital Management Inc | 21,894 | $2.90M | 0.38% | −194−0.9% | Reduced |
| Roanoke Asset Management Corp | 21,820 | $2.89M | 1.32% | −1,665−7.1% | Reduced |
| Hyman Charles D | 21,769 | $2.89M | 0.20% | −4,080−15.8% | Reduced |
| Advisor Partners II, LLC | 21,644 | $2.87M | 0.18% | −901−4.0% | Reduced |
| Alps Advisors Inc | 21,484 | $2.85M | 0.03% | −2,873−11.8% | Reduced |
| Siemens Fonds Invest GmbH | 21,167 | $2.81M | 0.28% | −2,475−10.5% | Reduced |
| Snowden Capital Advisors LLC | 21,093 | $2.80M | 0.12% | −4,614−17.9% | Reduced |
| Petredis Investment Advisors LLC | 20,933 | $2.78M | 0.50% | +20,933 | New |
| China Universal Asset Management Co., Ltd. | 20,900 | $2.77M | 1.11% | −15,643−42.8% | Reduced |
| M. Kulyk & Associates, LLC | 20,845 | $2.76M | 0.92% | +1,040+5.3% | Added |
| Elite Wealth Management, Inc. | 20,820 | $2.76M | 1.40% | +279+1.4% | Added |
| Once Capital Management, LLC | 20,800 | $2.76M | 3.98% | 00.0% | Unchanged |
| Pendal Group Limited | 20,788 | $2.76M | 0.02% | +3,246+18.5% | Added |
| Bridge Creek Capital Management LLC | 20,688 | $2.74M | 1.07% | +1,087+5.5% | Added |
| Boston Financial Mangement LLC | 20,642 | $2.74M | 0.11% | +567+2.8% | Added |
| Dillon & Associates Inc | 20,555 | $2.73M | 0.59% | +823+4.2% | Added |
| Sawyer & Company, Inc | 20,576 | $2.73M | 1.34% | −75−0.4% | Reduced |
| Graham Capital Management, L.P. | 20,407 | $2.71M | 0.10% | −4,792−19.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,254 | $2.69M | 1.36% | +551+2.8% | Added |
| Checchi Capital Advisers, LLC | 20,221 | $2.68M | 0.28% | −1,506−6.9% | Reduced |
| Parsons Capital Management Inc | 20,182 | $2.68M | 0.22% | −11,135−35.6% | Reduced |
| Pallas Capital Advisors LLC | 17,656 | $2.67M | 0.27% | −7,111−28.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.67M | 2.64% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 20,050 | $2.66M | 0.26% | −4,318−17.7% | Reduced |
| Alight Capital Management LP | 20,000 | $2.65M | 2.83% | +20,000 | New |
| Level Four Advisory Services, LLC | 19,867 | $2.63M | 0.20% | +55+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 19,869 | $2.63M | 0.10% | −300−1.5% | Reduced |
| Privium Fund Management (UK) Ltd | 19,833 | $2.63M | 2.00% | +19,833 | New |
| Lincoln National Corp | 19,737 | $2.62M | 0.06% | +2,180+12.4% | Added |
| Capricorn Fund Managers Ltd | 19,658 | $2.61M | 0.67% | +7,491+61.6% | Added |
| Brown Brothers Harriman & Co | 19,617 | $2.60M | 0.02% | +5,756+41.5% | Added |
| Echo Street Capital Management LLC | 19,510 | $2.59M | 0.03% | +17,555+898.0% | Added |
| Trifecta Capital Advisors, LLC | 19,467 | $2.58M | 1.03% | +19,467 | New |
| Global Endowment Management, LP | 19,442 | $2.58M | 0.29% | −325−1.6% | Reduced |
| Hoylecohen, LLC | 19,369 | $2.57M | 0.26% | −1,505−7.2% | Reduced |
| Ocean Capital Management, LLC | 19,354 | $2.57M | 1.48% | −547−2.7% | Reduced |
| Moore Capital Management, LP | 19,333 | $2.56M | 0.07% | +19,333 | New |
| Girard Partners Ltd. | 19,321 | $2.56M | 0.29% | −701−3.5% | Reduced |
| Bray Capital Advisors | 19,310 | $2.56M | 0.79% | −1,203−5.9% | Reduced |
| Summit Financial, LLC | 19,254 | $2.55M | 0.24% | −4,592−19.3% | Reduced |
| Capstone Investment Advisors, LLC | 19,203 | $2.55M | 0.07% | +2,153+12.6% | Added |
| Icon Wealth Advisors, LLC | 19,184 | $2.54M | 0.29% | −1,535−7.4% | Reduced |
| Invst, LLC | 15,028 | $2.52M | 0.39% | −718−4.6% | Reduced |
| Maytus Capital Management, LLC | 19,000 | $2.52M | 2.84% | +19,000 | New |
| Duality Advisers, LP | 18,925 | $2.51M | 0.29% | +16,892+830.9% | Added |
| Horizon Investments, LLC | 18,926 | $2.51M | 0.07% | −1,016−5.1% | Reduced |
| Gladstone Institutional Advisory LLC | 18,886 | $2.50M | 0.18% | −3,247−14.7% | Reduced |
| Atlantic Union Bankshares Corp | 18,837 | $2.50M | 0.27% | −4,688−19.9% | Reduced |
| First Interstate Bank | 18,788 | $2.49M | 0.18% | −1,105−5.6% | Reduced |
| BDO Wealth Advisors, LLC | 18,759 | $2.49M | 0.31% | 00.0% | Unchanged |
| South State Corp. | 18,706 | $2.48M | 0.23% | −588−3.0% | Reduced |
| Mirabella Financial Services LLP | 18,681 | $2.48M | 0.22% | +18,681 | New |
| Trust Co of Kansas | 18,628 | $2.47M | 1.60% | −1,370−6.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,594 | $2.47M | 0.24% | −1,067−5.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,464 | $2.45M | 1.58% | −74−0.4% | Reduced |
| Garde Capital, Inc. | 18,356 | $2.43M | 0.29% | −3,603−16.4% | Reduced |
| Mirador Capital Partners LP | 18,312 | $2.43M | 0.57% | −924−4.8% | Reduced |
| Harbour Capital Advisors, LLC | 17,996 | $2.43M | 0.82% | −2,731−13.2% | Reduced |
| Cohen Lawrence B | 18,242 | $2.42M | 1.26% | +72+0.4% | Added |
| St Germain D J Co Inc | 36,300 | $2.41M | 0.81% | +1,112+3.2% | Added |
| Gardner Lewis Asset Management L P | 18,157 | $2.41M | 0.85% | −8,970−33.1% | Reduced |
| Venture Visionary Partners LLC | 17,998 | $2.39M | 0.17% | −253−1.4% | Reduced |
| Vickerman Investment Advisors, Inc. | 17,878 | $2.37M | 1.08% | +3,782+26.8% | Added |
| Park Avenue Securities LLC | 17,849 | $2.37M | 0.04% | −409−2.2% | Reduced |
| Moody National Bank Trust Division | 17,854 | $2.37M | 0.21% | −319−1.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 17,815 | $2.36M | 1.46% | −298−1.6% | Reduced |
| Chartwell Investment Partners, LLC | 17,789 | $2.36M | 0.09% | −6,077−25.5% | Reduced |
| Peapack Gladstone Financial Corp | 17,773 | $2.36M | 0.05% | −6,673−27.3% | Reduced |
| Alliance Wealth Advisors, LLC | 17,766 | $2.36M | 1.06% | +17,766 | New |
| Bank of Nova Scotia Trust Co | 17,763 | $2.36M | 0.26% | +124+0.7% | Added |
| CenterBook Partners LP | 17,700 | $2.35M | 0.39% | +14,517+456.1% | Added |
| Carmignac Gestion | 17,648 | $2.34M | 0.04% | −486,835−96.5% | Reduced |
| Harvey Capital Management Inc | 17,625 | $2.34M | 0.98% | −3,455−16.4% | Reduced |
| MAI Capital Management | 17,611 | $2.34M | 0.04% | −3,763−17.6% | Reduced |
| Argent Trust Co | 17,469 | $2.32M | 0.15% | +1,076+6.6% | Added |
| Roundview Capital LLC | 17,446 | $2.31M | 0.26% | −5,753−24.8% | Reduced |
| Veritable, L.P. | 17,132 | $2.27M | 0.04% | −111−0.6% | Reduced |
| Alpha Paradigm Partners, LLC | 17,103 | $2.27M | 0.94% | +9,876+136.7% | Added |
| Sowell Financial Services LLC | 17,091 | $2.27M | 0.15% | +3,702+27.6% | Added |
| Linscomb & Williams, Inc. | 16,881 | $2.24M | 0.11% | +266+1.6% | Added |
| Capital Wealth Planning, LLC | 16,750 | $2.22M | 0.03% | +58+0.3% | Added |
| Versor Investments LP | 16,744 | $2.22M | 0.19% | +9,787+140.7% | Added |
| Knights of Columbus Asset Advisors LLC | 16,663 | $2.21M | 0.23% | −1,930−10.4% | Reduced |
| Kemnay Advisory Services Inc. | 16,619 | $2.20M | 1.11% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 16,449 | $2.18M | 1.18% | +10+0.1% | Added |
| Roberts Wealth Advisors, LLC | 16,164 | $2.18M | 1.05% | −877−5.1% | Reduced |
| Sunbelt Securities, Inc. | 16,430 | $2.18M | 0.43% | +2,078+14.5% | Added |
| Symphony Financial, Ltd. Co. | 15,538 | $2.17M | 0.58% | −1,412−8.3% | Reduced |