Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in Salesforce, Inc. as of Mar 31, 2023. 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: 2,183; +198 vs. Q4 2022
Shares held: 807.3M; +48.0M (+6.3%) vs. Q4 2022
Total value: $153.3B; +$52.6B (+52.3%) vs. Q4 2022
New holders: 347; 837 more added
Sold out: 149; 793 more reduced

42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 2,183 institutions

Value heldQ1 2023: $153.3B

Institutions holding CRM and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2022.

Institutions holding CRM in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Resources Management Corp	3	$0	0.00%	−9,228−100.0%	Reduced
Avion Wealth	7	$0	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	2	$0	0.00%	+2	New
Summit Wealth Group, LLC	192,788	$1	0.02%	+192,788	New
ZRC Wealth Management, LLC	0	$11	0.00%	0	New
Beaird Harris Wealth Management, LLC	1	$200	0.00%	−244−99.6%	Reduced
Koesten, Hirschmann & Crabtree, INC.	1	$200	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	3	$554	0.00%	−86,584−100.0%	Reduced
Insight Financial Services	3	$599	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$800	0.00%	00.0%	Unchanged
Horan Securities, Inc.	4	$825	0.00%	−1−20.0%	Reduced
Sofos Investments, Inc.	4,753	$939	0.04%	+3,468+269.9%	Added
Duncker Streett & Co Inc	5	$999	0.00%	00.0%	Unchanged
James Investment Research Inc	5	$1.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
25 LLC	6	$1.19K	0.00%	+6	New
Delos Wealth Advisors, LLC	6	$1.20K	0.00%	−39−86.7%	Reduced
USA Financial Portformulas Corp	7	$1.40K	0.00%	+7	New
Milestone Investment Advisors LLC	7	$1.40K	0.00%	+7	New
Twin Lakes Capital Management, LLC	8	$1.60K	0.00%	00.0%	Unchanged
Red Tortoise LLC	8	$1.60K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	11	$2.20K	0.00%	+11	New
Ritter Daniher Financial Advisory LLC	13	$2.60K	0.00%	00.0%	Unchanged
West Branch Capital LLC	21	$2.74K	0.00%	00.0%	Unchanged
Old Second National Bank of Aurora	14	$2.80K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	15	$3.00K	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	15	$3.00K	0.00%	00.0%	Unchanged
Centennial Bank	15	$3.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$3.60K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	19	$3.80K	0.00%	00.0%	Unchanged
TD Capital Management LLC	20	$4.00K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	15	$4.00K	0.00%	−60−80.0%	Reduced
Centerpoint Advisors, LLC	19	$4.00K	0.00%	+4+26.7%	Added
Nalls Sherbakoff Group, LLC	24	$4.72K	0.00%	+24	New
PayPay Securities Corp	24	$4.79K	0.32%	−11−31.4%	Reduced
Your Advocates Ltd., LLP	24	$4.79K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$4.79K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$5.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	26	$5.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	21	$5.00K	0.00%	+13+162.5%	Added
Farmers & Merchants Trust Co of Chambersburg PA	27	$5.00K	0.00%	+27	New
Carolina Wealth Advisors, LLC	26	$5.19K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	26	$5.19K	0.00%	+26	New
Pension & Wealth Management Advisors, Inc.	26	$5.19K	0.00%	+26	New
Davidson Capital Management Inc.	26	$5.20K	0.00%	+6+30.0%	Added
Ranger Investment Management, L.P.	28	$5.59K	0.00%	00.0%	Unchanged
Syverson Strege & Co	28	$5.59K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	30	$5.75K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	30	$5.99K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	32	$6.39K	0.00%	00.0%	Unchanged
First Community Trust NA	33	$6.59K	0.01%	00.0%	Unchanged
Coastal Capital Group, Inc.	39	$7.79K	0.00%	−225−85.2%	Reduced
Sageworth Trust Co	40	$7.99K	0.00%	+16+66.7%	Added
Stone House Investment Management, LLC	40	$7.99K	0.00%	+40	New
SJS Investment Consulting Inc.	42	$8.39K	0.00%	+6+16.7%	Added
First National Bank of South Miami	44	$8.79K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	44	$8.79K	0.00%	+17+63.0%	Added
New England Capital Financial Advisors LLC	45	$8.99K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	50	$9.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	46	$9.19K	0.00%	+39+557.1%	Added
Kelly Financial Services LLC	50	$9.99K	0.01%	−29−36.7%	Reduced
Mechanics Financial Corp	50	$9.99K	0.01%	00.0%	Unchanged
Savior LLC	50	$9.99K	0.01%	00.0%	Unchanged
Park Circle Co	54	$10.8K	0.01%	00.0%	Unchanged
Fortis Capital Advisors, LLC	55	$11.0K	0.01%	−500−90.1%	Reduced
Morton Brown Family Wealth, LLC	55	$11.0K	0.01%	+25+83.3%	Added
Coston, McIsaac & Partners	56	$11.0K	0.00%	00.0%	Unchanged
Clearview Wealth Advisors LLC	59	$11.8K	0.01%	+2+3.5%	Added
Buck Wealth Strategies, LLC	59	$11.8K	0.01%	+59	New
Annapolis Financial Services, LLC	59	$11.8K	0.00%	00.0%	Unchanged
Trust Co	60	$12.0K	0.00%	00.0%	Unchanged
Grey Fox Wealth Advisors, LLC	61	$12.2K	0.01%	+16+35.6%	Added
Dividend Assets Capital, LLC	100	$13.0K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	67	$13.0K	0.00%	+67	New
Stephenson National Bank & Trust	66	$13.2K	0.01%	−22−25.0%	Reduced
Schubert & Co	67	$13.4K	0.01%	+31+86.1%	Added
Costello Asset Management, INC	69	$13.8K	0.01%	00.0%	Unchanged
Piershale Financial Group, Inc.	75	$15.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	75	$15.0K	0.01%	00.0%	Unchanged
Knott David M Jr	77	$15.0K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	76	$15.2K	0.00%	−163−68.2%	Reduced
Johnson Midwest Financial, LLC	80	$16.0K	0.02%	00.0%	Unchanged
Worth Asset Management, LLC	84	$16.8K	0.01%	+84	New
MCF Advisors LLC	85	$17.0K	0.00%	+1+1.2%	Added
HHM Wealth Advisors, LLC	87	$17.4K	0.00%	−39−31.0%	Reduced
Granite FO LLC	89	$17.7K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	90	$18.0K	0.01%	−55−37.9%	Reduced
Lee Financial Co	95	$19.0K	0.00%	+11+13.1%	Added
Simplex Trading, LLC	100	$19.0K	0.00%	−116−53.7%	Reduced
Operose Advisors LLC	96	$19.2K	0.01%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	100	$19.7K	0.01%	−90−47.4%	Reduced
Carolinas Wealth Consulting LLC	99	$19.8K	0.00%	+21+26.9%	Added
Tacita Capital Inc	100	$20.0K	0.02%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	101	$20.2K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	104	$20.8K	0.00%	+12+13.0%	Added
Barrett & Company, Inc.	110	$22.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	111	$22.2K	0.01%	00.0%	Unchanged
Private Ocean, LLC	114	$22.8K	0.00%	−13−10.2%	Reduced
Old North State Trust, LLC	114	$23.0K	0.02%	00.0%	Unchanged
Steward Financial Group LLC	120	$23.0K	0.01%	+44+57.9%	Added