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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 16,387 | $2.17M | 0.36% | −634−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 16,366 | $2.17M | 0.24% | −553−3.3% | Reduced |
| Salem Investment Counselors Inc | 16,256 | $2.16M | 0.09% | −9,497−36.9% | Reduced |
| Nixon Peabody Trust Co | 16,192 | $2.15M | 1.74% | +1,354+9.1% | Added |
| Hills Bank & Trust Co | 16,131 | $2.14M | 0.32% | −478−2.9% | Reduced |
| Whalerock Point Partners, LLC | 16,128 | $2.14M | 0.87% | −1,885−10.5% | Reduced |
| Canandaigua National Corp | 16,100 | $2.13M | 0.36% | +2,514+18.5% | Added |
| Harbor Investment Advisory, LLC | 16,086 | $2.13M | 0.33% | −5,664−26.0% | Reduced |
| Green Harvest Asset Management LLC | 16,035 | $2.13M | 0.10% | +16,035 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.12M | 0.66% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 15,930 | $2.11M | 0.48% | +790+5.2% | Added |
| Meiji Yasuda Life Insurance Co | 15,916 | $2.11M | 0.05% | −136−0.8% | Reduced |
| Azzad Asset Management Inc | 15,879 | $2.11M | 0.33% | −11,285−41.5% | Reduced |
| Thoroughbred Financial Services, LLC | 15,839 | $2.10M | 0.34% | −1,750−9.9% | Reduced |
| Caz Investments LP | 15,800 | $2.10M | 6.84% | +7,900+100.0% | Added |
| Dynamic Advisor Solutions LLC | 15,705 | $2.08M | 0.14% | +1,376+9.6% | Added |
| Power Corp of Canada | 15,700 | $2.08M | 0.37% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 15,624 | $2.07M | 0.11% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,867 | $2.07M | 0.23% | −1,242−13.6% | Reduced |
| Tiaa, FSB | 15,413 | $2.04M | 0.01% | −117,533−88.4% | Reduced |
| Tairen Capital Ltd | 15,390 | $2.04M | 0.24% | +15,390 | New |
| Linden Thomas Advisory Services, LLC | 15,312 | $2.03M | 0.57% | +15,312 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,291 | $2.03M | 0.15% | +1,560+11.4% | Added |
| Hixon Zuercher, LLC | 15,288 | $2.03M | 1.25% | +417+2.8% | Added |
| Chicago Partners Investment Group LLC | 11,776 | $2.02M | 0.12% | +12+0.1% | Added |
| Stamos Capital Partners, L.P. | 15,130 | $2.01M | 0.63% | −10,730−41.5% | Reduced |
| Meridian Wealth Advisors, LLC | 15,105 | $2.00M | 0.52% | +2,611+20.9% | Added |
| DFPG Investments, LLC | 13,804 | $2.00M | 0.33% | +11,974+654.3% | Added |
| Zions Bancorporation, N.A. | 15,038 | $1.99M | 0.16% | −3,406−18.5% | Reduced |
| Telemus Capital, LLC | 14,161 | $1.99M | 0.18% | −2,037−12.6% | Reduced |
| Flagship Harbor Advisors, LLC | 14,994 | $1.99M | 0.20% | +1,666+12.5% | Added |
| Seven Eight Capital, LP | 14,991 | $1.99M | 0.52% | +14,991 | New |
| Meridian Management Co | 14,969 | $1.98M | 0.72% | −8,250−35.5% | Reduced |
| Birch Hill Investment Advisors LLC | 14,964 | $1.98M | 0.13% | −5,768−27.8% | Reduced |
| Woodmont Investment Counsel LLC | 14,952 | $1.98M | 0.22% | +3,339+28.8% | Added |
| New Hampshire Trust | 14,928 | $1.98M | 0.52% | +14,928 | New |
| Elk River Wealth Management, LLC | 14,887 | $1.97M | 0.48% | −2,415−14.0% | Reduced |
| Quattro Financial Advisors LLC | 14,880 | $1.97M | 0.79% | −7,120−32.4% | Reduced |
| Cabot Wealth Management Inc | 14,815 | $1.96M | 0.33% | −659−4.3% | Reduced |
| Vision Capital Management, Inc. | 14,788 | $1.96M | 0.37% | −6,814−31.5% | Reduced |
| NBT Bank N A | 14,755 | $1.96M | 0.29% | −723−4.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,743 | $1.95M | 0.66% | +14,743 | New |
| Tsai Capital Corp | 14,707 | $1.95M | 2.82% | −4,223−22.3% | Reduced |
| Occudo Quantitative Strategies LP | 14,702 | $1.95M | 0.23% | +14,702 | New |
| Northeast Financial Consultants Inc | 14,693 | $1.95M | 0.13% | +4,347+42.0% | Added |
| Sumitomo Life Insurance Co | 14,674 | $1.95M | 0.14% | −105−0.7% | Reduced |
| Beech Hill Advisors, Inc. | 14,617 | $1.94M | 1.08% | −974−6.2% | Reduced |
| Belpointe Asset Management LLC | 14,613 | $1.94M | 0.12% | −2,166−12.9% | Reduced |
| Clarius Group, LLC | 14,606 | $1.94M | 0.17% | −389−2.6% | Reduced |
| PFS Investments Inc. | 14,571 | $1.93M | 0.04% | −430−2.9% | Reduced |
| Connolly Sarah T. | 14,565 | $1.93M | 1.31% | +278+1.9% | Added |
| Advisors Asset Management, Inc. | 14,563 | $1.93M | 0.04% | −1,352−8.5% | Reduced |
| Fiduciary Group LLC | 14,462 | $1.92M | 0.26% | −13,857−48.9% | Reduced |
| Ameritas Investment Partners, Inc. | 12,201 | $1.90M | 0.08% | −154−1.2% | Reduced |
| WD Rutherford LLC | 14,229 | $1.90M | 1.49% | −1,092−7.1% | Reduced |
| Laurel Wealth Advisors LLC | 14,233 | $1.89M | 0.43% | −649−4.4% | Reduced |
| Pitcairn Co | 14,189 | $1.88M | 0.19% | +2,448+20.9% | Added |
| Cozad Asset Management Inc | 14,119 | $1.87M | 0.26% | +492+3.6% | Added |
| Citizens Business Bank | 14,104 | $1.87M | 0.43% | −639−4.3% | Reduced |
| DuPont Capital Management Corp | 14,099 | $1.87M | 0.09% | −2,892−17.0% | Reduced |
| Independence Bank of Kentucky | 13,996 | $1.86M | 0.83% | −55−0.4% | Reduced |
| Quilter Plc | 13,944 | $1.85M | 0.06% | −1,681−10.8% | Reduced |
| Rokos Capital Management LLP | 14,083 | $1.85M | 0.19% | −185,737−93.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 13,855 | $1.84M | 1.35% | −429−3.0% | Reduced |
| Centaurus Financial, Inc. | 13,778 | $1.83M | 0.17% | −3,119−18.5% | Reduced |
| Veriti Management LLC | 13,760 | $1.82M | 0.24% | −1,469−9.6% | Reduced |
| Y.D. More Investments Ltd | 13,737 | $1.82M | 0.49% | +13,737 | New |
| J.W. Cole Advisors, Inc. | 13,657 | $1.81M | 0.14% | −3,255−19.2% | Reduced |
| Vident Investment Advisory, LLC | 13,617 | $1.81M | 0.07% | +487+3.7% | Added |
| Arlington Financial Advisors, LLC | 13,559 | $1.80M | 0.76% | −1,987−12.8% | Reduced |
| Bleakley Financial Group, LLC | 13,537 | $1.79M | 0.06% | +13,537 | New |
| Capital Analysts, LLC | 13,507 | $1.79M | 0.11% | +1,793+15.3% | Added |
| SFMG, LLC | 13,419 | $1.78M | 0.20% | −2,040−13.2% | Reduced |
| Wunderlich Capital Managemnt | 13,396 | $1.78M | 0.99% | +135+1.0% | Added |
| Kerrisdale Advisers, LLC | 13,380 | $1.77M | 0.53% | +3,500+35.4% | Added |
| Aspiriant, LLC | 13,375 | $1.77M | 0.09% | +222+1.7% | Added |
| Mark Stevens | 13,335 | $1.77M | 0.23% | −1,705−11.3% | Reduced |
| WealthShield Partners, LLC | 13,114 | $1.74M | 0.33% | +2,418+22.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,097 | $1.74M | 0.09% | −587−4.3% | Reduced |
| Portman Square Capital LLP | 13,082 | $1.73M | 0.85% | +13,082 | New |
| Winch Advisory Services, LLC | 13,069 | $1.73M | 0.74% | −814−5.9% | Reduced |
| Garrett Investment Advisors LLC | 13,055 | $1.73M | 0.30% | +5,804+80.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,054 | $1.73M | 0.20% | +7,200+123.0% | Added |
| Maxi Investments CY Ltd | 12,970 | $1.72M | 1.63% | 00.0% | Unchanged |
| Bailard, Inc. | 12,972 | $1.72M | 0.07% | +4,942+61.5% | Added |
| Private Wealth Partners, LLC | 12,957 | $1.72M | 0.20% | −2,968−18.6% | Reduced |
| Verde Capital Management | 12,956 | $1.72M | 0.82% | −107−0.8% | Reduced |
| Scholtz & Company, LLC | 12,948 | $1.72M | 1.22% | −1,067−7.6% | Reduced |
| Diversified Trust Co | 12,922 | $1.71M | 0.07% | +2,102+19.4% | Added |
| Trust Co of Toledo NA | 12,795 | $1.70M | 0.32% | −3,011−19.0% | Reduced |
| Cable Hill Partners, LLC | 12,748 | $1.69M | 0.30% | −494−3.7% | Reduced |
| Clear Harbor Asset Management, LLC | 12,690 | $1.68M | 0.21% | +6,816+116.0% | Added |
| Executive Wealth Management, LLC | 12,666 | $1.68M | 0.21% | +11,101+709.3% | Added |
| 180 Wealth Advisors, LLC | 10,166 | $1.68M | 0.39% | +2,280+28.9% | Added |
| Connable Office Inc | 12,644 | $1.68M | 0.24% | +12,644 | New |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $1.67M | 0.11% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 11,375 | $1.67M | 0.96% | −613−5.1% | Reduced |
| B&D White Capital Company, LLC | 12,600 | $1.67M | 0.59% | +12,600 | New |
| CAPROCK Group, Inc. | 12,508 | $1.66M | 0.15% | −2,946−19.1% | Reduced |
| Wahed Invest LLC | 12,495 | $1.66M | 0.86% | +1,465+13.3% | Added |