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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 9,770 | $1.95M | 1.04% | +583+6.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,771 | $1.95M | 0.59% | −628−6.0% | Reduced |
| Cohen Investment Advisors LLC | 9,939 | $1.99M | 1.57% | −10−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,951 | $1.99M | 0.21% | +5,853+142.8% | Added |
| Trivant Custom Portfolio Group, LLC | 9,983 | $1.99M | 1.43% | +9,983 | New |
| PKO Investment Management Joint-Stock Co | 10,000 | $2.00M | 0.26% | −30,000−75.0% | Reduced |
| TD Private Client Wealth LLC | 10,068 | $2.01M | 0.09% | +885+9.6% | Added |
| SeaCrest Wealth Management, LLC | 10,155 | $2.03M | 0.27% | −266−2.6% | Reduced |
| Welch & Forbes LLC | 10,197 | $2.04M | 0.03% | −298−2.8% | Reduced |
| Acorn Financial Advisory Services Inc | 10,303 | $2.06M | 0.40% | +238+2.4% | Added |
| Herbst Group, LLC | 10,305 | $2.06M | 1.45% | −600−5.5% | Reduced |
| Eagle Asset Management Inc | 10,318 | $2.06M | 0.01% | +2,055+24.9% | Added |
| GPM Growth Investors, Inc. | 10,364 | $2.07M | 1.20% | −152−1.4% | Reduced |
| Ingalls & Snyder LLC | 10,379 | $2.07M | 0.11% | −174−1.6% | Reduced |
| Hancock Whitney Corp | 10,480 | $2.09M | 0.08% | −56−0.5% | Reduced |
| Boltwood Capital Management | 10,526 | $2.10M | 0.79% | −45−0.4% | Reduced |
| Pinnacle Holdings, LLC | 10,543 | $2.11M | 0.98% | +38+0.4% | Added |
| Savant Capital, LLC | 10,557 | $2.11M | 0.04% | +1,119+11.9% | Added |
| Lake Street Advisors Group, LLC | 10,568 | $2.11M | 0.13% | +10,568 | New |
| Jackson Hole Capital Partners, LLC | 10,729 | $2.11M | 0.56% | −29−0.3% | Reduced |
| Merit Financial Group, LLC | 10,587 | $2.12M | 0.08% | +785+8.0% | Added |
| Two Sigma Investments, LP | 10,600 | $2.12M | 0.01% | −1,364,268−99.2% | Reduced |
| Roberts Wealth Advisors, LLC | 10,760 | $2.12M | 0.97% | −5,404−33.4% | Reduced |
| Finer Wealth Management, Inc. | 10,643 | $2.13M | 1.80% | +176+1.7% | Added |
| Courier Capital LLC | 10,651 | $2.13M | 0.24% | −161−1.5% | Reduced |
| Mission Wealth Management, LP | 10,681 | $2.13M | 0.09% | +29+0.3% | Added |
| Quattro Financial Advisors LLC | 10,690 | $2.14M | 0.88% | −4,190−28.2% | Reduced |
| Sunbelt Securities, Inc. | 10,905 | $2.14M | 0.34% | −5,525−33.6% | Reduced |
| Bank Ozk | 10,745 | $2.15M | 1.06% | −615−5.4% | Reduced |
| Duff & Phelps Investment Management Co | 10,775 | $2.15M | 0.03% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,792 | $2.16M | 0.16% | +785+7.8% | Added |
| Intellectus Partners, LLC | 10,831 | $2.16M | 0.68% | −383−3.4% | Reduced |
| Canal Capital Management, LLC | 10,845 | $2.17M | 0.48% | +1,694+18.5% | Added |
| V Wealth Advisors LLC | 10,997 | $2.20M | 0.41% | +1,700+18.3% | Added |
| HB Wealth Management, LLC | 11,013 | $2.20M | 0.04% | +2,360+27.3% | Added |
| Qtron Investments LLC | 11,030 | $2.20M | 0.45% | +1,138+11.5% | Added |
| 180 Wealth Advisors, LLC | 11,033 | $2.20M | 0.51% | +867+8.5% | Added |
| Wellington Shields Capital Management, LLC | 90,561 | $2.21M | 0.27% | +25,676+39.6% | Added |
| WSFS Capital Management, LLC | 11,057 | $2.21M | 0.23% | +57+0.5% | Added |
| Kelly Lawrence W & Associates Inc | 11,125 | $2.22M | 0.60% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,253 | $2.25M | 0.12% | −604−5.1% | Reduced |
| Connective Portfolio Management, LLC | 11,365 | $2.25M | 7.14% | +11,365 | New |
| Northeast Financial Consultants Inc | 11,296 | $2.26M | 0.14% | −3,397−23.1% | Reduced |
| We Are One Seven, LLC | 11,350 | $2.27M | 0.14% | +3,364+42.1% | Added |
| IPG Investment Advisors LLC | 11,403 | $2.28M | 0.52% | +2,644+30.2% | Added |
| Wedmont Private Capital | 11,957 | $2.29M | 0.30% | +1,322+12.4% | Added |
| Ballentine Partners, LLC | 11,489 | $2.30M | 0.06% | +3,464+43.2% | Added |
| Citizens & Northern Corp | 11,499 | $2.30M | 0.90% | −29−0.3% | Reduced |
| Caliber Wealth Management, LLC | 11,517 | $2.30M | 1.72% | +2,018+21.2% | Added |
| Equitable Holdings, Inc. | 11,522 | $2.30M | 0.04% | −221−1.9% | Reduced |
| Apollon Wealth Management, LLC | 11,554 | $2.31M | 0.14% | −818−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 11,564 | $2.31M | 0.27% | +2,408+26.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,570 | $2.31M | 1.26% | +195+1.7% | Added |
| Trust Asset Management LLC | 11,587 | $2.31M | 0.26% | +263+2.3% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 11,645 | $2.33M | 2.47% | +11,645 | New |
| Northcape Capital Pty Ltd | 11,695 | $2.34M | 0.29% | +2,910+33.1% | Added |
| Modus Advisors, LLC | 11,748 | $2.35M | 1.08% | −314−2.6% | Reduced |
| Sowell Financial Services LLC | 11,806 | $2.36M | 0.18% | −5,285−30.9% | Reduced |
| Cigna Investments Inc | 11,813 | $2.36M | 0.47% | −219−1.8% | Reduced |
| ABN AMRO Bank N.V. | 11,923 | $2.39M | 0.05% | +11,923 | New |
| Richelieu Gestion PLC | 11,945 | $2.39M | 2.16% | +11,945 | New |
| Two Sigma Securities, LLC | 11,999 | $2.40M | 0.20% | +6,813+131.4% | Added |
| Ergoteles LLC | 12,020 | $2.40M | 0.09% | −44,125−78.6% | Reduced |
| Grove Bank & Trust | 12,030 | $2.40M | 0.51% | −101−0.8% | Reduced |
| WealthShield Partners, LLC | 12,033 | $2.40M | 0.39% | −1,081−8.2% | Reduced |
| Coldstream Capital Management Inc | 12,100 | $2.42M | 0.08% | +2,693+28.6% | Added |
| Fund Management at Engine No. 1 LLC | 12,129 | $2.42M | 0.49% | +1,120+10.2% | Added |
| Glynn Capital Management LLC | 12,197 | $2.44M | 0.58% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,201 | $2.44M | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 12,253 | $2.45M | 0.21% | +1,738+16.5% | Added |
| Enterprise Bank & Trust Co | 12,298 | $2.46M | 1.06% | +221+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,321 | $2.46M | 0.13% | −776−5.9% | Reduced |
| Wahed Invest LLC | 12,338 | $2.46M | 1.07% | −157−1.3% | Reduced |
| Executive Wealth Management, LLC | 12,340 | $2.47M | 0.27% | −326−2.6% | Reduced |
| Red Door Wealth Management, LLC | 12,396 | $2.48M | 0.78% | +195+1.6% | Added |
| Wealth Alliance | 12,506 | $2.50M | 0.40% | +4,400+54.3% | Added |
| Connable Office Inc | 12,602 | $2.52M | 0.37% | −42−0.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $2.52M | 0.16% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,619 | $2.52M | 0.18% | −1,038−7.6% | Reduced |
| Asset Dedication, LLC | 12,616 | $2.53M | 0.23% | +3,473+38.0% | Added |
| Capital Analysts, LLC | 12,692 | $2.54M | 0.15% | −815−6.0% | Reduced |
| Copperwynd Financial, LLC | 12,738 | $2.54M | 1.30% | +10,322+427.2% | Added |
| Capital Wealth Planning, LLC | 12,757 | $2.55M | 0.03% | −3,993−23.8% | Reduced |
| Resources Investment Advisors, LLC. | 12,763 | $2.55M | 0.06% | +379+3.1% | Added |
| Bailard, Inc. | 12,777 | $2.55M | 0.09% | −195−1.5% | Reduced |
| Caz Investments LP | 12,800 | $2.56M | 7.46% | −3,000−19.0% | Reduced |
| Hixon Zuercher, LLC | 12,822 | $2.56M | 1.52% | −2,466−16.1% | Reduced |
| Aspiriant, LLC | 12,842 | $2.57M | 0.13% | −533−4.0% | Reduced |
| Diversified Trust Co | 12,855 | $2.57M | 0.10% | −67−0.5% | Reduced |
| Trust Co of Toledo NA | 12,872 | $2.57M | 0.46% | +77+0.6% | Added |
| Winch Advisory Services, LLC | 12,903 | $2.58M | 1.00% | −166−1.3% | Reduced |
| Cable Hill Partners, LLC | 12,912 | $2.58M | 0.42% | +164+1.3% | Added |
| Harrell Investment Partners, LLC | 13,175 | $2.58M | 0.92% | +853+6.9% | Added |
| Vident Investment Advisory, LLC | 12,922 | $2.58M | 0.08% | −695−5.1% | Reduced |
| Maxi Investments CY Ltd | 12,970 | $2.59M | 2.09% | 00.0% | Unchanged |
| Verde Capital Management | 13,024 | $2.60M | 1.09% | +68+0.5% | Added |
| Flagship Harbor Advisors, LLC | 13,039 | $2.60M | 0.25% | −1,955−13.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,054 | $2.61M | 0.27% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 13,106 | $2.62M | 1.14% | −890−6.4% | Reduced |
| Capstone Investment Advisors, LLC | 13,123 | $2.62M | 0.08% | −6,080−31.7% | Reduced |