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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 13,147 | $2.63M | 0.60% | −957−6.8% | Reduced |
| Ocean Capital Management, LLC | 13,229 | $2.64M | 1.33% | −6,125−31.6% | Reduced |
| Centaurus Financial, Inc. | 13,236 | $2.64M | 0.21% | −542−3.9% | Reduced |
| Bradley Mark J. | 13,272 | $2.65M | 1.92% | +1,760+15.3% | Added |
| First Manhattan Co | 13,274 | $2.65M | 0.01% | +10,476+374.4% | Added |
| Harvey Capital Management Inc | 13,325 | $2.66M | 1.05% | −4,300−24.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,413 | $2.68M | 0.14% | +13,413 | New |
| Belpointe Asset Management LLC | 13,418 | $2.68M | 0.14% | −1,195−8.2% | Reduced |
| Graham Capital Management, L.P. | 13,476 | $2.69M | 0.09% | −6,931−34.0% | Reduced |
| Connolly Sarah T. | 13,486 | $2.69M | 1.71% | −1,079−7.4% | Reduced |
| Private Wealth Partners, LLC | 13,507 | $2.70M | 0.27% | +550+4.2% | Added |
| Mark Stevens | 13,566 | $2.71M | 0.35% | +231+1.7% | Added |
| Advisors Asset Management, Inc. | 13,568 | $2.71M | 0.06% | −995−6.8% | Reduced |
| Waverton Investment Management Ltd | 13,615 | $2.72M | 0.08% | −20,580−60.2% | Reduced |
| Lighthouse Investment Partners, LLC | 13,622 | $2.72M | 0.24% | +13,622 | New |
| AIA Group Ltd | 13,634 | $2.72M | 0.15% | +5,034+58.5% | Added |
| Wunderlich Capital Managemnt | 13,665 | $2.73M | 1.42% | +269+2.0% | Added |
| Fiduciary Group LLC | 13,779 | $2.75M | 0.36% | −683−4.7% | Reduced |
| Garrett Investment Advisors LLC | 13,807 | $2.76M | 0.43% | +752+5.8% | Added |
| MUFG Securities EMEA plc | 13,841 | $2.77M | 0.05% | −39,736−74.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,931 | $2.78M | 1.80% | +4,218+43.4% | Added |
| Clarius Group, LLC | 13,940 | $2.78M | 0.24% | −666−4.6% | Reduced |
| D L Carlson Investment Group Inc | 13,946 | $2.79M | 0.63% | +13,946 | New |
| Rokos Capital Management LLP | 14,083 | $2.80M | 0.24% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 14,077 | $2.81M | 1.42% | −540−3.7% | Reduced |
| Rational Advisors LLC | 14,195 | $2.84M | 0.23% | +14,083+12,574.1% | Added |
| Laurel Wealth Advisors LLC | 14,248 | $2.85M | 0.61% | +15+0.1% | Added |
| Roundview Capital LLC | 14,254 | $2.85M | 0.30% | −3,192−18.3% | Reduced |
| Transcend Wealth Collective, LLC | 14,280 | $2.85M | 0.30% | −2,086−12.7% | Reduced |
| Goodman Advisory Group, LLC | 14,327 | $2.86M | 1.56% | +8,453+143.9% | Added |
| Cozad Asset Management Inc | 14,416 | $2.88M | 0.38% | +297+2.1% | Added |
| NBT Bank N A | 14,487 | $2.89M | 0.42% | −268−1.8% | Reduced |
| Alps Advisors Inc | 14,492 | $2.90M | 0.03% | −6,992−32.5% | Reduced |
| Harbor Investment Advisory, LLC | 14,543 | $2.91M | 0.43% | −1,543−9.6% | Reduced |
| Pioneer Trust Bank N A | 14,555 | $2.91M | 0.86% | +14,555 | New |
| Sumitomo Life Insurance Co | 14,567 | $2.91M | 0.24% | −107−0.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,580 | $2.91M | 0.91% | −163−1.1% | Reduced |
| Telemus Capital, LLC | 14,661 | $2.93M | 0.26% | +500+3.5% | Added |
| Transatlantique Private Wealth LLC | 14,765 | $2.93M | 1.62% | +3,817+34.9% | Added |
| New Hampshire Trust | 14,725 | $2.94M | 0.79% | −203−1.4% | Reduced |
| First Hawaiian Bank | 14,775 | $2.95M | 0.10% | +4,697+46.6% | Added |
| Meiji Yasuda Life Insurance Co | 14,777 | $2.95M | 0.06% | −1,139−7.2% | Reduced |
| Meitav Dash Investments Ltd | 15,057 | $2.97M | 0.05% | +13,142+686.3% | Added |
| Symphony Financial, Ltd. Co. | 15,120 | $2.97M | 0.77% | −418−2.7% | Reduced |
| Birch Hill Investment Advisors LLC | 14,974 | $2.99M | 0.19% | +10+0.1% | Added |
| Concentric Capital Strategies, LP | 15,063 | $3.01M | 1.01% | +15,063 | New |
| Stamos Capital Partners, L.P. | 15,130 | $3.02M | 0.78% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15,272 | $3.05M | 0.09% | −3,654−19.3% | Reduced |
| Y.D. More Investments Ltd | 15,307 | $3.06M | 0.74% | +1,570+11.4% | Added |
| Granite Investment Partners, LLC | 15,437 | $3.08M | 0.13% | −7,448−32.5% | Reduced |
| Summit Financial, LLC | 15,540 | $3.10M | 0.27% | −3,714−19.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,565 | $3.11M | 0.06% | +4,815+44.8% | Added |
| Nixon Peabody Trust Co | 15,599 | $3.12M | 2.18% | −593−3.7% | Reduced |
| Whalerock Point Partners, LLC | 15,608 | $3.12M | 1.16% | −520−3.2% | Reduced |
| Signaturefd, LLC | 15,614 | $3.12M | 0.09% | +4,430+39.6% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.12M | 0.16% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,656 | $3.13M | 0.33% | +8,050+105.8% | Added |
| NFJ Investment Group, LLC | 15,764 | $3.15M | 0.08% | +12,883+447.2% | Added |
| Sepio Capital, LP | 15,811 | $3.16M | 0.29% | +5,364+51.3% | Added |
| Azzad Asset Management Inc | 15,934 | $3.18M | 0.45% | +55+0.3% | Added |
| CAPROCK Group, Inc. | 15,948 | $3.19M | 0.25% | +3,440+27.5% | Added |
| PFS Investments Inc. | 16,588 | $3.19M | 0.06% | +2,017+13.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.20M | 0.95% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 16,077 | $3.21M | 0.47% | +238+1.5% | Added |
| Linden Thomas Advisory Services, LLC | 16,120 | $3.22M | 0.80% | +808+5.3% | Added |
| Green Harvest Asset Management LLC | 16,135 | $3.22M | 0.13% | +100+0.6% | Added |
| CastleKnight Management LP | 16,150 | $3.23M | 0.82% | +10,650+193.6% | Added |
| Invst, LLC | 16,489 | $3.23M | 0.50% | +1,461+9.7% | Added |
| Cutler Group LP | 16,195 | $3.23M | 0.51% | −15,510−48.9% | Reduced |
| Arlington Financial Advisors, LLC | 16,231 | $3.24M | 1.25% | +2,672+19.7% | Added |
| Schechter Investment Advisors, LLC | 16,262 | $3.25M | 0.30% | +5,735+54.5% | Added |
| Mirador Capital Partners LP | 16,321 | $3.26M | 0.77% | −1,991−10.9% | Reduced |
| KMG Fiduciary Partners, LLC | 16,341 | $3.26M | 0.47% | −46−0.3% | Reduced |
| Barometer Capital Management Inc. | 16,362 | $3.27M | 0.84% | +16,362 | New |
| Lazard Freres Gestion S.A.S. | 19,464 | $3.29M | 0.12% | −405−2.0% | Reduced |
| Pegasus Asset Management, Inc. | 16,506 | $3.30M | 1.63% | +57+0.3% | Added |
| SFMG, LLC | 16,518 | $3.30M | 0.36% | +3,099+23.1% | Added |
| Hills Bank & Trust Co | 16,668 | $3.33M | 0.46% | +537+3.3% | Added |
| Veriti Management LLC | 16,668 | $3.33M | 0.40% | +2,908+21.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,736 | $3.34M | 0.23% | +1,445+9.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 16,928 | $3.38M | 0.18% | +47+0.3% | Added |
| Atlantic Union Bankshares Corp | 16,948 | $3.39M | 0.35% | −1,889−10.0% | Reduced |
| Selkirk Management LLC | 17,000 | $3.40M | 4.00% | +17,000 | New |
| Meridian Wealth Advisors, LLC | 17,547 | $3.51M | 0.88% | +2,442+16.2% | Added |
| Girard Partners Ltd. | 17,572 | $3.51M | 0.39% | −1,749−9.1% | Reduced |
| Dana Investment Advisors, Inc. | 17,601 | $3.52M | 0.18% | +6,767+62.5% | Added |
| Pitcairn Co | 17,608 | $3.52M | 0.32% | +3,419+24.1% | Added |
| SeaBridge Investment Advisors LLC | 17,676 | $3.53M | 1.23% | +11,106+169.0% | Added |
| Cohen Lawrence B | 17,706 | $3.54M | 2.37% | −536−2.9% | Reduced |
| Perpetual Ltd | 17,777 | $3.55M | 0.03% | +17,777 | New |
| Argent Trust Co | 17,863 | $3.57M | 0.23% | +394+2.3% | Added |
| Vickerman Investment Advisors, Inc. | 17,889 | $3.57M | 1.41% | +11+0.1% | Added |
| MAI Capital Management | 17,938 | $3.58M | 0.06% | +327+1.9% | Added |
| Bank of Nova Scotia Trust Co | 17,971 | $3.59M | 0.39% | +208+1.2% | Added |
| Moody National Bank Trust Division | 17,976 | $3.59M | 0.31% | +122+0.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $3.60M | 2.33% | +11,000+157.1% | Added |
| Harbour Capital Advisors, LLC | 18,092 | $3.61M | 1.09% | +96+0.5% | Added |
| South State Corp. | 18,152 | $3.63M | 0.33% | −554−3.0% | Reduced |
| Cabot Wealth Management Inc | 18,218 | $3.64M | 0.57% | +3,403+23.0% | Added |