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, 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
- 2,182
- +197 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
- 346
- 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 4,557 | $910.4K | 0.09% | +841+22.6% | Added |
| KG&L Capital Management,LLC | 4,637 | $926.4K | 0.49% | −758−14.1% | Reduced |
| Ayrshire Capital Management LLC | 4,666 | $932.1K | 0.64% | −22−0.5% | Reduced |
| Marex Group plc | 4,666 | $932.2K | 0.12% | −44,689−90.5% | Reduced |
| 9258 Wealth Management, LLC | 4,669 | $932.8K | 0.19% | −163−3.4% | Reduced |
| Wade G W & Inc | 4,668 | $933.0K | 0.04% | −256−5.2% | Reduced |
| Smith, Salley & Associates | 4,670 | $933.0K | 0.07% | +1,442+44.7% | Added |
| Wright Investors Service Inc | 4,674 | $933.8K | 0.27% | +4,674 | New |
| Naviter Wealth, LLC | 4,690 | $937.0K | 0.33% | −799−14.6% | Reduced |
| Ascent Group, LLC | 4,690 | $937.0K | 0.10% | +561+13.6% | Added |
| Old Well Partners, LLC | 4,700 | $939.0K | 0.74% | +4,700 | New |
| Westside Investment Management, Inc. | 4,730 | $945.0K | 0.28% | −40−0.8% | Reduced |
| Moseley Investment Management Inc | 4,735 | $946.0K | 0.61% | +77+1.7% | Added |
| RMR Wealth Builders | 4,764 | $951.8K | 0.18% | −103−2.1% | Reduced |
| Brown Capital Management LLC | 4,795 | $957.9K | 0.01% | +206+4.5% | Added |
| Thompson Siegel & Walmsley LLC | 4,800 | $959.0K | 0.02% | +4,791+53,233.3% | Added |
| StoneX Group Inc. | 4,827 | $963.2K | 0.11% | −313−6.1% | Reduced |
| Parcion Private Wealth LLC | 4,830 | $964.9K | 0.10% | +36+0.8% | Added |
| Legacy Bridge, LLC | 4,849 | $968.7K | 0.68% | 00.0% | Unchanged |
| Essex Savings Bank | 4,873 | $973.5K | 0.34% | +218+4.7% | Added |
| Diligent Investors, LLC | 4,878 | $974.5K | 0.30% | −125−2.5% | Reduced |
| M Holdings Securities, Inc. | 4,889 | $976.0K | 0.10% | −308−5.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,925 | $983.9K | 0.79% | +964+24.3% | Added |
| Camden Capital, LLC | 4,928 | $984.5K | 0.15% | −142−2.8% | Reduced |
| Fidelis Capital Partners, LLC | 4,990 | $986.0K | 0.42% | +3,376+209.2% | Added |
| Argent Advisors, Inc. | 4,952 | $989.3K | 0.47% | +54+1.1% | Added |
| Lindbrook Capital, LLC | 4,954 | $989.7K | 0.12% | +1,275+34.7% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,958 | $990.5K | 0.59% | −60−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,971 | $993.1K | 0.09% | −550−10.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,985 | $995.9K | 0.66% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4,997 | $998.3K | 0.81% | +136+2.8% | Added |
| Fund 1 Investments, LLC | 5,000 | $998.9K | 0.35% | −5,000−50.0% | Reduced |
| Thomas White International Ltd | 5,001 | $999.1K | 0.21% | +1,773+54.9% | Added |
| Guerra Pan Advisors, LLC | 5,039 | $1.01M | 1.26% | −280−5.3% | Reduced |
| VELA Investment Management, LLC | 5,040 | $1.01M | 0.46% | +283+5.9% | Added |
| Saturna Capital CORP | 5,040 | $1.01M | 0.02% | +595+13.4% | Added |
| Claybrook Capital, LLC | 5,050 | $1.01M | 0.56% | −45−0.9% | Reduced |
| Legal Advantage Investments, Inc. | 5,050 | $1.01M | 0.74% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,061 | $1.01M | 0.04% | +509+11.2% | Added |
| Ycg, LLC | 5,076 | $1.01M | 0.10% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.02M | 0.75% | +677+14.6% | Added |
| Lumina Fund Management LLC | 5,100 | $1.02M | 0.48% | 00.0% | Unchanged |
| CX Institutional | 5,168 | $1.02M | 0.05% | +3,013+139.8% | Added |
| Williams Jones Wealth Management, LLC. | 5,110 | $1.02M | 0.02% | −88,579−94.5% | Reduced |
| Intact Investment Management Inc. | 5,110 | $1.02M | 0.04% | +1,010+24.6% | Added |
| Asset Management Corp | 5,126 | $1.02M | 0.80% | −625−10.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,131 | $1.03M | 0.37% | −235−4.4% | Reduced |
| Chicago Trust Co NA | 5,135 | $1.03M | 0.26% | +591+13.0% | Added |
| Compass Financial Advisors LLC | 5,199 | $1.04M | 1.32% | −300−5.5% | Reduced |
| Shorepoint Capital Partners LLC | 5,204 | $1.04M | 0.30% | −21−0.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,228 | $1.04M | 0.81% | −222−4.1% | Reduced |
| PSI Advisors, LLC | 5,232 | $1.05M | 0.50% | +150+3.0% | Added |
| Highlander Capital Management, LLC | 5,242 | $1.05M | 0.51% | +160+3.1% | Added |
| Aaron Wealth Advisors | 5,265 | $1.05M | 0.14% | +718+15.8% | Added |
| Clear Harbor Asset Management, LLC | 5,276 | $1.05M | 0.11% | −7,414−58.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,282 | $1.06M | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,302 | $1.06M | 0.05% | −1,311−19.8% | Reduced |
| Strategic Blueprint, LLC | 5,302 | $1.06M | 0.11% | +34+0.6% | Added |
| Joseph Group Capital Management | 5,303 | $1.06M | 0.93% | +5,303 | New |
| Gamco Investors, Inc. Et Al | 5,324 | $1.06M | 0.01% | −676−11.3% | Reduced |
| International Assets Investment Management, LLC | 5,339 | $1.07M | 0.15% | −3,299−38.2% | Reduced |
| Secure Asset Management, LLC | 5,339 | $1.07M | 0.36% | −1,706−24.2% | Reduced |
| Orion Capital Management LLC | 5,339 | $1.07M | 0.72% | −200−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 5,341 | $1.07M | 0.04% | −1,623−23.3% | Reduced |
| Ballast, Inc. | 5,355 | $1.07M | 0.44% | +379+7.6% | Added |
| Prudent Man Advisors, LLC | 5,355 | $1.07M | 0.42% | +56+1.1% | Added |
| Greenland Capital Management LP | 5,365 | $1.07M | 0.13% | −1,488−21.7% | Reduced |
| Balentine LLC | 5,365 | $1.07M | 0.04% | +2,443+83.6% | Added |
| Landscape Capital Management, L.L.C. | 5,380 | $1.07M | 0.15% | −79−1.4% | Reduced |
| Harvest Volatility Management LLC | 5,511 | $1.08M | 0.22% | −359−6.1% | Reduced |
| Doliver Advisors, LP | 5,438 | $1.09M | 0.34% | −1,196−18.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 5,446 | $1.09M | 0.85% | +5,446 | New |
| Fortis Capital Management LLC | 5,459 | $1.09M | 0.44% | +1,202+28.2% | Added |
| Michael B. Yongue | 5,495 | $1.10M | 1.05% | +239+4.5% | Added |
| Congress Asset Management Co | 5,501 | $1.10M | 0.01% | −242−4.2% | Reduced |
| Dakota Wealth Management | 5,508 | $1.10M | 0.07% | −23−0.4% | Reduced |
| Thrive Wealth Management, LLC | 5,539 | $1.11M | 0.28% | +118+2.2% | Added |
| St. Johns Investment Management Company, LLC | 5,557 | $1.11M | 0.64% | −70−1.2% | Reduced |
| Oxler Private Wealth LLC | 5,557 | $1.11M | 0.55% | −10−0.2% | Reduced |
| Wambolt & Associates, LLC | 901,077 | $1.11M | 0.39% | −480.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,582 | $1.12M | 0.48% | +140+2.6% | Added |
| HighVista Strategies LLC | 5,610 | $1.12M | 0.91% | +3,340+147.1% | Added |
| KRS Capital Management, LLC | 5,613 | $1.12M | 1.26% | −100−1.8% | Reduced |
| Country Club Bank | 5,728 | $1.13M | 0.09% | +232+4.2% | Added |
| EverSource Wealth Advisors, LLC | 5,677 | $1.13M | 0.14% | +1,359+31.5% | Added |
| Dearborn Partners LLC | 5,678 | $1.13M | 0.04% | −1,019−15.2% | Reduced |
| Rehmann Capital Advisory Group | 5,685 | $1.14M | 0.11% | +603+11.9% | Added |
| Alta Wealth Advisors LLC | 5,694 | $1.14M | 0.72% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,697 | $1.14M | 0.13% | +28+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,699 | $1.14M | 0.32% | −264−4.4% | Reduced |
| Eqis Capital Management, Inc. | 5,699 | $1.14M | 0.13% | −1,326−18.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,711 | $1.14M | 0.19% | +4,118+258.5% | Added |
| Compton Wealth Advisory Group, LLC | 5,713 | $1.14M | 0.39% | +1,690+42.0% | Added |
| Archford Capital Strategies, LLC | 5,866 | $1.15M | 0.24% | +1,433+32.3% | Added |
| Arete Wealth Advisors, LLC | 5,766 | $1.15M | 0.09% | +623+12.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,775 | $1.15M | 0.76% | −30−0.5% | Reduced |
| Options Solutions, LLC | 5,781 | $1.15M | 1.32% | −200−3.3% | Reduced |
| River & Mercantile Asset Management LLP | 5,800 | $1.16M | 0.24% | +5,800 | New |
| Western Wealth Management, LLC | 5,812 | $1.16M | 0.11% | +233+4.2% | Added |
| Riverview Capital Advisers, LLC | 5,823 | $1.16M | 0.50% | −45−0.8% | Reduced |