Skip to main content

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; 2,493 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.

Q1 2023 vs. Q4 2022

How the institutions holding Salesforce, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CRM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2,027422,182+197
Shares760.7M1.45M807.3M+48.0M (+6.3%)
Value$100.8B$192.6M$153.3B+$52.6B (+52.3%)

42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (346)

Institutions that held Salesforce, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 346 by value.

Institutions new to CRM in Q1 2023
InstitutionSharesValue% of portfolio
Third Point LLCSuperinvestorThird Point800,000$159.8M2.62%
AustralianSuper Pty Ltd750,386$149.9M1.03%
Whale Rock Capital Management LLC743,794$148.6M3.27%
Darlington Partners Capital Management, LP688,253$137.5M10.33%
Palestra Capital Management LLC615,858$123.0M6.61%
Empower Advisory Group, LLC595,538$117.0M0.53%
Kensico Capital Management Corp574,000$114.7M5.11%
Capital International Investors568,816$113.6M0.03%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners557,412$111.4M2.10%
Dorsal Capital Management, LLC550,000$109.9M4.25%
Sachem Head Capital Management LP537,100$107.3M4.75%
Holocene Advisors, LP528,811$105.6M0.53%
Abn Amro Investment Solutions519,682$103.8M2.14%
XN LP410,141$81.9M9.77%
PointState Capital LP340,882$68.1M3.82%
Kinetic Partners Management, LP313,300$62.6M8.60%
Twinbeech Capital LP308,003$61.5M1.25%
Coatue Management LLCSuperinvestorCoatue Management279,723$55.9M0.37%
Trivest Advisors Ltd245,000$48.9M3.81%
Senator Investment Group LP200,000$40.0M2.20%
Atalanta Sosnoff Capital, LLC174,141$34.8M1.01%
Braun Stacey Associates Inc163,374$32.6M0.85%
Renaissance Group LLC150,604$30.1M1.38%
Rheos Capital Works Inc.112,600$22.5M1.25%
Artemis Investment Management LLP110,784$22.1M0.27%
Akaris Global Partners, LP109,700$21.9M6.84%
Insight Holdings Group, LLC104,000$20.8M0.47%
Columbus Hill Capital Management, L.P.95,000$19.0M7.30%
Nishkama Capital, LLC78,654$15.7M3.77%
Noked Israel Ltd76,450$15.3M6.65%
Soros Capital Management LLC75,500$15.1M10.98%
Ardmore Road Asset Management LP75,000$15.0M6.71%
CTC LLC75,866$14.9M0.47%
LMR Partners LLP64,126$12.8M0.28%
Capital International Ltd63,752$12.7M0.76%
Weiss Multi-Strategy Advisers LLC61,868$12.4M0.30%
Premier Fund Managers Ltd61,600$12.1M0.48%
Capital International Sarl54,420$10.9M0.55%
Brookfield Asset Management Inc.53,308$10.6M0.04%
Sandler Capital Management52,870$10.6M1.74%
BWCP, LP46,558$9.30M3.64%
O'Neil Global Advisors, Inc.46,243$9.24M4.77%
Mill Capital Management, LLC46,095$9.21M0.94%
Harbor Spring Capital, LLC45,000$8.99M3.62%
Polar Asset Management Partners Inc.43,500$8.69M0.15%
Ogborne Capital Management, LLC40,000$7.99M7.90%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)36,000$7.19M0.45%
Capital International Inc35,967$7.19M0.14%
Vinva Investment Management Ltd33,879$6.66M0.56%
L & S Advisors Inc33,027$6.60M0.92%
Great Lakes Advisors, LLC32,574$6.51M0.06%
Thames Capital Management LLC31,472$6.29M4.42%
Burney Co30,230$6.04M0.30%
Quintet Private Bank (Europe) S.A.29,980$5.99M0.36%
Icon Wealth Partners, LLC27,402$5.47M0.60%
Discovery Capital Management, LLC26,200$5.23M0.71%
Metavasi Capital LP25,000$4.99M3.72%
JGP Global Gestao de Recursos Ltda.12,900$4.45M5.00%
Ostrum Asset Management21,194$4.23M0.37%
Cobalt Capital Management, Inc.21,000$4.20M1.53%
JS Capital Management LLC20,000$4.00M0.72%
Chase Investment Counsel Corp19,492$3.89M2.15%
GAM Holding AG19,219$3.84M0.27%
Connor, Clark & Lunn Investment Management Ltd.18,950$3.79M0.02%
Pier 88 Investment Partners LLC18,483$3.69M0.89%
Canandaigua National Bank & Trust Co18,405$3.68M0.62%
Perpetual Ltd17,777$3.55M0.03%
Selkirk Management LLC17,000$3.40M4.00%
Barometer Capital Management Inc.16,362$3.27M0.84%
Concentric Capital Strategies, LP15,063$3.01M1.01%
Pioneer Trust Bank N A14,555$2.91M0.86%
D L Carlson Investment Group Inc13,946$2.79M0.63%
Lighthouse Investment Partners, LLC13,622$2.72M0.24%
Capital Group Investment Management Pte. Ltd.13,413$2.68M0.14%
Richelieu Gestion PLC11,945$2.39M2.16%
ABN AMRO Bank N.V.11,923$2.39M0.05%
Central Asset Investments & Management Holdings (HK) Ltd11,645$2.33M2.47%
Connective Portfolio Management, LLC11,365$2.25M7.14%
Lake Street Advisors Group, LLC10,568$2.11M0.13%
Trivant Custom Portfolio Group, LLC9,983$1.99M1.43%
Vetamer Capital Management, L.P.8,842$1.77M2.43%
Bayesian Capital Management, LP8,400$1.68M0.21%
F/M Investments LLC8,316$1.66M1.68%
Nilsine Partners, LLC7,647$1.53M0.24%
Sturgeon Ventures LLP7,550$1.51M2.30%
RIA Advisory Group LLC7,481$1.50M0.69%
Shikiar Asset Management Inc7,200$1.44M0.51%
Arrowroot Family Office, LLC7,019$1.40M1.20%
Nicholas Investment Partners, LP6,986$1.40M0.11%
Alpha DNA Investment Management LLC6,963$1.39M0.71%
Blackhawk Capital Partners LLC.6,856$1.37M1.00%
Bridgewater Associates, LP6,419$1.28M0.01%
GPS Wealth Strategies Group, LLC6,374$1.27M0.26%
Pine Valley Investments Ltd Liability Co6,502$1.27M0.19%
Aviance Capital Partners, LLC6,268$1.25M0.28%
V-Square Quantitative Management LLC6,197$1.24M1.14%
RSM US Wealth Management LLC6,023$1.20M0.04%
River & Mercantile Asset Management LLP5,800$1.16M0.24%
Wealth Advisors of Iowa, LLC5,446$1.09M0.85%
Joseph Group Capital Management5,303$1.06M0.93%

Sold out (149)

Institutions that held Salesforce, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 149 by value.

Institutions that sold out of CRM in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Baillie Gifford & Co3,312,517$439.2M
Inclusive Capital Partners, L.P.1,634,880$216.8M
Voloridge Investment Management, LLC529,075$70.2M
Clear Street LLC500,001$66.3M
Woodline Partners LP366,532$48.6M
Quadrature Capital Ltd330,419$43.8M
Atmos Capital Gestao de Recursos Ltda.241,519$32.0M
Maplelane Capital, LLC230,000$30.5M
Invenomic Capital Management LP213,467$28.3M
Qube Research & Technologies Ltd200,433$26.6M
Honeycomb Asset Management LP200,000$26.5M
Walleye Trading LLC177,276$23.5M
Kinney Asset Management, LLC135,721$18.0M
Orbis Allan Gray Ltd122,012$16.2M
Thematics Asset Management99,136$13.1M
Herr Investment Group LLC87,512$11.6M
Mizuho Markets Cayman LP77,965$10.3M
Kadensa Capital Ltd77,034$10.2M
Covea Finance73,706$9.77M
Cortland Associates Inc64,818$8.59M
Wolverine Trading, LLC63,029$8.36M
Aigen Investment Management, LP60,497$8.02M
Loup Funds, LLC55,551$7.37M
Point72 Middle East FZE50,676$6.72M
Laurion Capital Management LP50,126$6.65M
Highland Capital Management Fund Advisors, L.P.49,809$6.60M
Clearline Capital LP49,206$6.52M
Covington Investment Advisors Inc.47,999$6.36M
Tegean Capital Management, LLC40,000$5.30M
HST Ventures, LLC38,989$5.17M
Wolverine Asset Management LLC38,708$5.13M
Carlson Capital L P38,600$5.12M
Edgestream Partners, L.P.35,375$4.69M
Seven Post Investment Office LP34,629$4.59M
Eisler Capital (UK) Ltd.33,247$4.41M
Snowhook Capital Management LP29,447$3.90M
Aquatic Capital Management LLC29,300$3.88M
Cipher Capital LP26,618$3.53M
Quantbot Technologies LP25,132$3.33M
EVR Research LP22,000$2.92M
Maytus Capital Management, LLC19,000$2.52M
Versor Investments LP16,744$2.22M
Kemnay Advisory Services Inc.16,619$2.20M
Seven Eight Capital, LP14,991$1.99M
Elk River Wealth Management, LLC14,887$1.97M
Tsai Capital Corp14,707$1.95M
Occudo Quantitative Strategies LP14,702$1.95M
Portman Square Capital LLP13,082$1.73M
Scholtz & Company, LLC12,948$1.72M
B&D White Capital Company, LLC12,600$1.67M
Agf Management Ltd11,970$1.59M
Insight Wealth Strategies, LLC10,783$1.43M
Arabesque Asset Management Ltd10,701$1.42M
Resonate Capital, LLC10,386$1.38M
Andar Capital Management HK Ltd10,000$1.33M
George Kaiser Family Foundation9,518$1.26M
BBJS Financial Advisors, LLC9,376$1.24M
Golden Green, Inc.7,965$1.06M
Wintrust Investments LLC7,815$1.04M
Lynch Asset Management, Inc.6,750$895.0K
Westwood Holdings Group Inc.6,500$862.0K
Sanders Morris Harris LLC6,061$803.6K
Greenline Partners, LLC6,006$796.3K
HRT Financial LP5,963$790.0K
Northwest & Ethical Investments L.P.5,903$782.7K
XR Securities LLC5,643$748.2K
Virtu Financial LLC5,480$727.0K
Quantamental Technologies LLC5,379$713.2K
Redmont Wealth Advisors LLC5,200$689.5K
CSS LLC4,929$653.5K
Redwood Investment Management, LLC4,854$644.0K
JTC Employer Solutions Trusteee Ltd4,665$619.0K
Buckingham Strategic Partners4,518$599.0K
Peterson Financial Group, Inc.4,381$580.9K
Sather Financial Group Inc4,315$572.1K
Capital Impact Advisors, LLC4,209$558.1K
Greystone Financial Group, LLC4,183$554.6K
AlphaStar Capital Management, LLC5,198$550.8K
Scissortail Wealth Management, LLC3,246$542.0K
Caas Capital Management LP4,000$530.4K
Benchmark Investment Advisors LLC3,985$528.4K
Credit Capital Investments LLC3,900$517.1K
Bridgefront Capital, LLC3,680$487.9K
One River Asset Management, LLC3,505$464.6K
Waycross Partners, LLC3,246$430.0K
Money Concepts Capital Corp3,111$412.5K
Addison Capital Co2,905$385.0K
Trust Co of Oklahoma2,836$376.0K
Martingale Asset Management L P2,529$335.3K
Taconic Capital Advisors LP2,500$331.5K
Jump Financial, LLC2,401$318.3K
Am Investment Strategies LLC2,325$308.0K
MRP Capital Investments, LLC2,222$294.6K
Premier Asset Management LLC2,210$293.0K
Trust Investment Advisors2,164$286.9K
Boothbay Fund Management, LLC2,157$286.0K
Schear Investment Advisers, LLC1,915$253.9K
Bulltick Wealth Management, LLC1,895$251.3K
MQS Management LLC1,886$250.1K
Ethos Financial Group, LLC1,808$239.7K

Not filed for Q1 2023 yet (42)

Institutions that held Salesforce, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp409,528$54.3M
Gofen & Glossberg LLC209,776$27.8M
Abeille Asset Management SA184,564$23.5M
Comerica Bank153,428$22.8M
Allstate Investment Management Co43,343$5.75M
Selective Wealth Management, Inc.37,244$5.63M
Zeke Capital Advisors, LLC36,982$4.90M
YorkBridge Wealth Partners, LLC34,067$4.52M
Bank of the West29,734$3.94M
Financial Partners Capital Management LLC29,359$3.89M
Autus Asset Management, LLC29,250$3.88M
Seeyond27,679$3.67M
Rothschild & Co Asset Management US Inc.27,042$3.59M
Burleson & Company, LLC22,564$2.99M
Pendal Group Limited20,788$2.76M
Icon Wealth Advisors, LLC19,184$2.54M
St Germain D J Co Inc36,300$2.41M
Alpha Paradigm Partners, LLC17,103$2.27M
Canandaigua National Corp16,100$2.13M
Laurel Wealth Advisors, Inc.11,061$1.47M
Cribstone Capital Management, LLC9,087$1.20M
Hellman Jordan Management Co Inc7,968$1.06M
Perpetual Investment Management Ltd6,298$835.1K
Boenning & Scattergood, Inc.3,567$757.0K
Ascension Asset Management LLC4,690$621.8K
Heritage Wealth Management, LLC3,582$474.9K
Regent Investment Management LLC3,475$461.0K
Probity Advisors, Inc.3,118$413.4K
Mathes Company, Inc.2,825$375.0K
Keystone Financial Group2,094$277.6K
Sargent Bickham Lagudis LLC1,925$255.2K
Aevitas Wealth Management, Inc.1,914$253.8K
Jenkins Wealth1,800$238.7K
Semmax Financial Advisors Inc.1,356$201.0K
CoreCap Advisors, LLC1,257$166.7K
Cornerstone Planning Group LLC588$86.1K
Sanctuary Wealth Management, L.L.C.433$57.4K
Tyler-Stone Wealth Management395$52.0K
Trustcore Financial Services, LLC266$35.3K
Capital Directions Investment Advisors, LLC208$27.6K
Boulder Wealth Advisors, LLC50$7.00K
Spartan Planning & Wealth Management1$133