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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 7,398 | $1.48M | 0.33% | +578+8.5% | Added |
| WP Advisors, LLC | 7,421 | $1.48M | 0.61% | +57+0.8% | Added |
| Elmwood Wealth Management, Inc. | 7,422 | $1.48M | 0.70% | −851−10.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,558 | $1.49M | 0.39% | +688+10.0% | Added |
| Bard Financial Services, Inc. | 7,460 | $1.49M | 0.12% | +450+6.4% | Added |
| Intrust Bank NA | 7,475 | $1.49M | 0.19% | +1,118+17.6% | Added |
| Stansberry Asset Management, LLC | 7,490 | $1.50M | 0.29% | −451−5.7% | Reduced |
| Islet Management, LP | 7,500 | $1.50M | 5.49% | −2,500−25.0% | Reduced |
| DoubleLine ETF Adviser LP | 7,506 | $1.50M | 0.64% | +1,238+19.8% | Added |
| RIA Advisory Group LLC | 7,481 | $1.50M | 0.69% | +7,481 | New |
| Sturgeon Ventures LLP | 7,550 | $1.51M | 2.30% | +7,550 | New |
| Steinberg Asset Management LLC | 7,595 | $1.52M | 1.54% | −68−0.9% | Reduced |
| Charter Research & Investment Group, Inc. | 7,612 | $1.52M | 1.33% | −20−0.3% | Reduced |
| Financial Advocates Investment Management | 7,632 | $1.52M | 0.12% | −231−2.9% | Reduced |
| YHB Investment Advisors, Inc. | 7,636 | $1.53M | 0.15% | +1,710+28.9% | Added |
| Nilsine Partners, LLC | 7,647 | $1.53M | 0.24% | +7,647 | New |
| Amica Retiree Medical Trust | 7,665 | $1.53M | 1.62% | −2,330−23.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,679 | $1.53M | 0.29% | +74+1.0% | Added |
| Virginia Retirement Systems Et Al | 7,701 | $1.54M | 0.02% | −39,999−83.9% | Reduced |
| Cypress Capital Group | 7,711 | $1.54M | 0.24% | −1,389−15.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,753 | $1.55M | 0.04% | −31,815−80.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,769 | $1.55M | 0.04% | −32,760−80.8% | Reduced |
| Harbour Investments, Inc. | 7,843 | $1.57M | 0.09% | +401+5.4% | Added |
| Allworth Financial LP | 7,857 | $1.57M | 0.02% | +2,233+39.7% | Added |
| Kovack Advisors, Inc. | 7,869 | $1.57M | 0.21% | −1,045−11.7% | Reduced |
| Shepherd Financial Partners LLC | 7,888 | $1.58M | 0.26% | +1,875+31.2% | Added |
| Rosenbaum Jay D. | 7,895 | $1.58M | 2.90% | +661+9.1% | Added |
| Kaizen Financial Strategies | 7,905 | $1.58M | 1.56% | −342−4.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,953 | $1.59M | 1.64% | −1,222−13.3% | Reduced |
| Private Trust Co NA | 7,972 | $1.59M | 0.22% | +1,092+15.9% | Added |
| IHT Wealth Management, LLC | 7,974 | $1.59M | 0.09% | +391+5.2% | Added |
| Grandview Asset Management LLC | 7,984 | $1.59M | 0.94% | −972−10.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.60M | 0.62% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,016 | $1.60M | 0.05% | +1,404+21.2% | Added |
| Partners Capital Investment Group, LLP | 8,040 | $1.61M | 0.07% | −517−6.0% | Reduced |
| Change Path, LLC | 8,079 | $1.61M | 0.08% | +1,434+21.6% | Added |
| IMA Wealth, Inc. | 8,093 | $1.62M | 0.42% | −14−0.2% | Reduced |
| Field & Main Bank | 8,094 | $1.62M | 0.96% | +226+2.9% | Added |
| Sound View Wealth Advisors Group, LLC | 8,108 | $1.62M | 0.22% | +241+3.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,143 | $1.63M | 0.08% | +902+12.5% | Added |
| VeraBank, N.A. | 8,176 | $1.63M | 0.76% | −906−10.0% | Reduced |
| Edge Capital Group, LLC | 8,193 | $1.64M | 0.10% | −320−3.8% | Reduced |
| Graypoint LLC | 8,247 | $1.65M | 0.18% | +2,225+36.9% | Added |
| Coastwise Capital Group, LLC | 8,251 | $1.65M | 1.88% | −211−2.5% | Reduced |
| Navalign, LLC | 8,264 | $1.65M | 0.69% | +1,888+29.6% | Added |
| Financial Engines Advisors L.L.C. | 8,268 | $1.65M | 0.00% | −963−10.4% | Reduced |
| F/M Investments LLC | 8,316 | $1.66M | 1.68% | +8,316 | New |
| Bridges Investment Management Inc | 8,328 | $1.66M | 0.06% | −59,709−87.8% | Reduced |
| Krilogy Financial LLC | 8,347 | $1.67M | 0.14% | +3,397+68.6% | Added |
| Wolf Group Capital Advisors | 8,400 | $1.68M | 0.83% | −671−7.4% | Reduced |
| Bayesian Capital Management, LP | 8,400 | $1.68M | 0.21% | +8,400 | New |
| Robertson Stephens Wealth Management, LLC | 8,449 | $1.69M | 0.13% | +1,967+30.3% | Added |
| Insigneo Advisory Services, LLC | 8,518 | $1.70M | 0.54% | +945+12.5% | Added |
| Hudson Canyon Capital Management | 8,526 | $1.70M | 1.43% | +76+0.9% | Added |
| Waldron Private Wealth LLC | 8,528 | $1.70M | 0.08% | −2,205−20.5% | Reduced |
| TrinityPoint Wealth, LLC | 8,547 | $1.71M | 0.37% | +603+7.6% | Added |
| L.M. Kohn & Company | 8,602 | $1.72M | 0.71% | −72−0.8% | Reduced |
| Optas, LLC | 8,603 | $1.72M | 0.61% | −187−2.1% | Reduced |
| Legacy Private Trust Co. | 8,687 | $1.74M | 0.15% | −181−2.0% | Reduced |
| Park Place Capital Corp | 8,691 | $1.74M | 0.49% | −457−5.0% | Reduced |
| Comerica Securities,inc. | 8,712 | $1.74M | 0.13% | −3,658−29.6% | Reduced |
| Wrapmanager Inc | 8,731 | $1.74M | 0.54% | +2,143+32.5% | Added |
| Gs Investments, Inc. | 8,733 | $1.74M | 1.01% | +1,047+13.6% | Added |
| Segall Bryant & Hamill, LLC | 8,779 | $1.75M | 0.02% | −446−4.8% | Reduced |
| Vetamer Capital Management, L.P. | 8,842 | $1.77M | 2.43% | +8,842 | New |
| Principle Wealth Partners LLC | 8,885 | $1.78M | 0.19% | −40−0.4% | Reduced |
| Bangor Savings Bank | 8,916 | $1.78M | 0.21% | +206+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 8,988 | $1.80M | 0.30% | +360+4.2% | Added |
| Beaumont Asset Management, L.L.C. | 9,008 | $1.80M | 1.32% | −4,847−35.0% | Reduced |
| Geneva Capital Management LLC | 9,026 | $1.80M | 0.04% | −3,288−26.7% | Reduced |
| Pictet Bank & Trust Ltd | 9,045 | $1.81M | 1.26% | +240+2.7% | Added |
| Personal Cfo Solutions, LLC | 9,060 | $1.81M | 0.37% | +469+5.5% | Added |
| Bell Bank | 9,094 | $1.82M | 0.19% | −443−4.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,136 | $1.83M | 0.66% | +1,018+12.5% | Added |
| Berkshire Bank | 9,178 | $1.83M | 0.54% | −710−7.2% | Reduced |
| Old North State Wealth Management, LLC | 9,185 | $1.83M | 1.72% | −595−6.1% | Reduced |
| Ritholtz Wealth Management | 9,202 | $1.84M | 0.09% | +4,425+92.6% | Added |
| Axxcess Wealth Management, LLC | 9,249 | $1.85M | 0.15% | +2,338+33.8% | Added |
| Baystate Wealth Management LLC | 9,310 | $1.86M | 0.16% | +2,081+28.8% | Added |
| WD Rutherford LLC | 9,319 | $1.86M | 1.31% | −4,910−34.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,332 | $1.86M | 1.44% | −85−0.9% | Reduced |
| Triangle Securities Wealth Management | 9,340 | $1.87M | 0.67% | −1,159−11.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,354 | $1.87M | 0.36% | −41−0.4% | Reduced |
| Alterity Financial Group, LLC | 9,370 | $1.87M | 2.74% | −255−2.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 9,373 | $1.87M | 0.44% | +560+6.4% | Added |
| Arthur M. Cohen & Associates, LLC | 9,432 | $1.88M | 0.51% | −120−1.3% | Reduced |
| Callahan Advisors, LLC | 9,444 | $1.89M | 0.24% | −5−0.1% | Reduced |
| Aj Wealth Strategies, LLC | 9,466 | $1.89M | 0.10% | −1,916−16.8% | Reduced |
| Atlantic Trust, LLC | 9,514 | $1.90M | 0.61% | +8,324+699.5% | Added |
| DB Fitzpatrick & Co, Inc | 9,523 | $1.90M | 2.06% | +4,588+93.0% | Added |
| United Bank | 9,526 | $1.90M | 1.11% | −837−8.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,652 | $1.93M | 0.05% | +3,272+51.3% | Added |
| Geneos Wealth Management Inc. | 9,658 | $1.93M | 0.12% | −2,789−22.4% | Reduced |
| Quantum Private Wealth, LLC | 9,666 | $1.93M | 1.05% | −105−1.1% | Reduced |
| Privium Fund Management (UK) Ltd | 9,833 | $1.93M | 1.52% | −10,000−50.4% | Reduced |
| Koshinski Asset Management, Inc. | 9,715 | $1.94M | 0.19% | +54+0.6% | Added |
| Gilder Gagnon Howe & Co LLC | 9,718 | $1.94M | 0.03% | −1,064−9.9% | Reduced |
| Clearstead Advisors, LLC | 9,749 | $1.95M | 0.14% | −682−6.5% | Reduced |
| Tiemann Investment Advisors, LLC | 9,760 | $1.95M | 1.07% | +135+1.4% | Added |
| Mutual Advisors, LLC | 9,764 | $1.95M | 0.08% | +40+0.4% | Added |