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.
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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 5,836 | $1.17M | 0.46% | +1,441+32.8% | Added |
| Charter Oak Capital Management, LLC | 5,840 | $1.17M | 0.16% | −47−0.8% | Reduced |
| Mainstay Capital Management LLC | 5,843 | $1.17M | 0.23% | −183−3.0% | Reduced |
| Capital Investment Advisors, LLC | 5,881 | $1.17M | 0.03% | +10.0% | Added |
| Cito Capital Group, LLC | 5,890 | $1.18M | 0.59% | −1,710−22.5% | Reduced |
| Scott & Selber, Inc. | 5,919 | $1.18M | 0.50% | +5+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 5,929 | $1.18M | 0.40% | +897+17.8% | Added |
| Birinyi Associates Inc | 5,940 | $1.19M | 0.49% | −400−6.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,065 | $1.19M | 0.15% | −1,085−15.2% | Reduced |
| ProVise Management Group, LLC | 5,982 | $1.20M | 0.11% | +484+8.8% | Added |
| Ardsley Advisory Partners LP | 6,000 | $1.20M | 0.26% | −850−12.4% | Reduced |
| Ironwood Investment Management LLC | 6,012 | $1.20M | 0.75% | −507−7.8% | Reduced |
| NorthRock Partners, LLC | 6,015 | $1.20M | 0.13% | +988+19.7% | Added |
| RSM US Wealth Management LLC | 6,023 | $1.20M | 0.04% | +6,023 | New |
| Foundations Investment Advisors, LLC | 6,083 | $1.22M | 0.04% | +3,136+106.4% | Added |
| Carr Financial Group Corp | 6,090 | $1.22M | 0.54% | −57−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 9,260 | $1.23M | 0.02% | −638−6.4% | Reduced |
| Capricorn Fund Managers Ltd | 6,143 | $1.23M | 0.37% | −13,515−68.8% | Reduced |
| First County Bank | 6,164 | $1.23M | 0.60% | +1,059+20.7% | Added |
| Stonegate Investment Group, LLC | 6,182 | $1.24M | 0.05% | −5,176−45.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,293 | $1.24M | 0.06% | −311−4.7% | Reduced |
| Atlas Brown,Inc. | 6,193 | $1.24M | 0.57% | +273+4.6% | Added |
| V-Square Quantitative Management LLC | 6,197 | $1.24M | 1.14% | +6,197 | New |
| Leelyn Smith, LLC | 6,199 | $1.24M | 0.32% | +405+7.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,224 | $1.24M | 0.70% | +399+6.8% | Added |
| Wallace Advisory Group, LLC | 6,235 | $1.25M | 0.95% | +1,609+34.8% | Added |
| First Pacific Financial | 6,248 | $1.25M | 0.58% | −199−3.1% | Reduced |
| EFG Asset Management (North America) Corp. | 6,254 | $1.25M | 0.28% | +2,844+83.4% | Added |
| Aviance Capital Partners, LLC | 6,268 | $1.25M | 0.28% | +6,268 | New |
| Rossmore Private Capital | 6,275 | $1.25M | 0.20% | −113−1.8% | Reduced |
| 1776 Wealth LLC | 6,345 | $1.27M | 0.76% | +755+13.5% | Added |
| Wealthspire Advisors, LLC | 6,350 | $1.27M | 0.02% | −1,774−21.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,502 | $1.27M | 0.19% | +6,502 | New |
| Donaldson Capital Management, LLC | 6,364 | $1.27M | 0.06% | −203−3.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,374 | $1.27M | 0.26% | +6,374 | New |
| TRUE Private Wealth Advisors | 6,375 | $1.27M | 0.19% | +19+0.3% | Added |
| Jacobi Capital Management LLC | 6,382 | $1.27M | 0.15% | −459−6.7% | Reduced |
| Altfest L J & Co Inc | 6,401 | $1.28M | 0.20% | +191+3.1% | Added |
| Aldebaran Financial Inc. | 6,406 | $1.28M | 1.72% | −2,117−24.8% | Reduced |
| Keeler Thomas Management LLC | 6,408 | $1.28M | 0.60% | −1,461−18.6% | Reduced |
| Bridgewater Associates, LP | 6,419 | $1.28M | 0.01% | +6,419 | New |
| Global Retirement Partners, LLC | 6,671 | $1.28M | 0.07% | +1,491+28.8% | Added |
| Occidental Asset Management, LLC | 6,453 | $1.29M | 0.32% | +856+15.3% | Added |
| Exchange Traded Concepts, LLC | 6,456 | $1.29M | 0.04% | −1,698−20.8% | Reduced |
| TLWM | 6,488 | $1.30M | 0.41% | +753+13.1% | Added |
| Redmond Asset Management, LLC | 6,509 | $1.30M | 0.45% | +150+2.4% | Added |
| Burns J W & Co Inc | 6,512 | $1.30M | 0.22% | +269+4.3% | Added |
| Heritage Trust Co | 6,557 | $1.31M | 0.21% | −900−12.1% | Reduced |
| Cornerstone National Bank & Trust Co | 6,560 | $1.31M | 0.71% | −2,573−28.2% | Reduced |
| Renasant Bank | 6,573 | $1.31M | 1.02% | −638−8.8% | Reduced |
| Eagle Strategies LLC | 6,578 | $1.31M | 0.33% | +20.0% | Added |
| EPG Wealth Management LLC | 6,583 | $1.32M | 0.41% | −63−0.9% | Reduced |
| Norway Savings Bank | 6,616 | $1.32M | 0.67% | +610+10.2% | Added |
| Keudell/Morrison Wealth Management | 6,628 | $1.32M | 0.39% | +1,072+19.3% | Added |
| Wealthsource Partners, LLC | 6,647 | $1.33M | 0.09% | −561−7.8% | Reduced |
| Clark Capital Management Group, Inc. | 6,682 | $1.33M | 0.01% | +39+0.6% | Added |
| Andra AP-fonden | 6,698 | $1.34M | 0.03% | −26,300−79.7% | Reduced |
| Laffer Tengler Investments | 6,699 | $1.34M | 0.36% | −4,280−39.0% | Reduced |
| Columbia Trust Co 01012016 | 6,744 | $1.35M | 0.78% | +633+10.4% | Added |
| Midwest Professional Planners, LTD. | 6,776 | $1.35M | 0.66% | +549+8.8% | Added |
| Wealth Management Partners, LLC | 6,782 | $1.35M | 0.95% | −218−3.1% | Reduced |
| Conning Inc. | 6,806 | $1.36M | 0.05% | −174−2.5% | Reduced |
| Capstone Triton Financial Group, LLC | 6,816 | $1.36M | 1.02% | −273−3.9% | Reduced |
| Ascent Wealth Partners, LLC | 6,841 | $1.37M | 0.27% | +246+3.7% | Added |
| Quadrant Capital Group LLC | 6,843 | $1.37M | 0.14% | +2,492+57.3% | Added |
| Albion Financial Group | 6,847 | $1.37M | 0.13% | +787+13.0% | Added |
| Blackhawk Capital Partners LLC. | 6,856 | $1.37M | 1.00% | +6,856 | New |
| Penobscot Investment Management Company, Inc. | 6,869 | $1.37M | 0.24% | +311+4.7% | Added |
| Wealthcare Advisory Partners LLC | 6,885 | $1.38M | 0.06% | +112+1.7% | Added |
| Missouri Trust & Investment Co | 6,906 | $1.38M | 0.89% | −462−6.3% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.38M | 0.98% | 00.0% | Unchanged |
| Signature Wealth Management Group | 6,917 | $1.38M | 0.66% | +242+3.6% | Added |
| Alpha DNA Investment Management LLC | 6,963 | $1.39M | 0.71% | +6,963 | New |
| Baker Avenue Asset Management, LP | 6,974 | $1.39M | 0.08% | +6,199+799.9% | Added |
| Nicholas Investment Partners, LP | 6,986 | $1.40M | 0.11% | +6,986 | New |
| Laidlaw Wealth Management LLC | 6,994 | $1.40M | 0.29% | −630−8.3% | Reduced |
| Arrowroot Family Office, LLC | 7,019 | $1.40M | 1.20% | +7,019 | New |
| Stock Yards Bank & Trust Co | 7,021 | $1.40M | 0.05% | −952−11.9% | Reduced |
| Nicolet Bankshares Inc | 10,171 | $1.41M | 0.46% | +7+0.1% | Added |
| Tiedemann Advisors, LLC | 7,037 | $1.41M | 0.06% | +1,375+24.3% | Added |
| Next Century Growth Investors LLC | 7,062 | $1.41M | 0.16% | +3,253+85.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 7,067 | $1.41M | 0.48% | +2,762+64.2% | Added |
| Schmidt P J Investment Management Inc | 7,223 | $1.42M | 0.30% | −727−9.1% | Reduced |
| Northstar Group, Inc. | 7,097 | $1.42M | 0.36% | −75−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 7,114 | $1.42M | 0.13% | −175−2.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $1.42M | 0.84% | +200+2.9% | Added |
| Integrated Advisors Network LLC | 7,128 | $1.42M | 0.09% | +900+14.5% | Added |
| Boyd Watterson Asset Management LLC | 7,133 | $1.43M | 0.58% | +16+0.2% | Added |
| Bristlecone Advisors, LLC | 7,139 | $1.43M | 0.16% | +203+2.9% | Added |
| Shikiar Asset Management Inc | 7,200 | $1.44M | 0.51% | +7,200 | New |
| Trillium Asset Management, LLC | 7,271 | $1.44M | 0.04% | −72,195−90.9% | Reduced |
| NVWM, LLC | 7,225 | $1.44M | 0.48% | +482+7.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,438 | $1.45M | 0.60% | −25,126−77.2% | Reduced |
| Stonnington Group, LLC | 7,500 | $1.46M | 0.38% | +4,350+138.1% | Added |
| Chicago Partners Investment Group LLC | 7,470 | $1.46M | 0.08% | −4,306−36.6% | Reduced |
| Bay Rivers Group | 7,298 | $1.46M | 1.27% | +4+0.1% | Added |
| Center for Financial Planning, Inc. | 7,324 | $1.46M | 0.34% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 7,373 | $1.47M | 0.65% | +705+10.6% | Added |
| Phoenix Holdings Ltd. | 7,376 | $1.47M | 0.03% | −251,548−97.2% | Reduced |
| Chickasaw Capital Management LLC | 7,384 | $1.48M | 0.08% | 00.0% | Unchanged |