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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 18,227 | $3.64M | 0.51% | +527+3.0% | Added |
| BDO Wealth Advisors, LLC | 18,266 | $3.65M | 0.45% | −493−2.6% | Reduced |
| Park Avenue Securities LLC | 18,280 | $3.65M | 0.06% | +431+2.4% | Added |
| Woodmont Investment Counsel LLC | 18,398 | $3.68M | 0.40% | +3,446+23.0% | Added |
| Canandaigua National Bank & Trust Co | 18,405 | $3.68M | 0.62% | +18,405 | New |
| Bouvel Investment Partners, LLC | 18,416 | $3.68M | 2.15% | −48−0.3% | Reduced |
| Pier 88 Investment Partners LLC | 18,483 | $3.69M | 0.89% | +18,483 | New |
| Gardner Lewis Asset Management L P | 18,507 | $3.70M | 1.31% | +350+1.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,517 | $3.70M | 2.12% | +702+3.9% | Added |
| Trust Co of Kansas | 18,580 | $3.71M | 2.37% | −48−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 18,780 | $3.75M | 1.51% | +1,014+5.7% | Added |
| Veritable, L.P. | 18,890 | $3.77M | 0.06% | +1,758+10.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,950 | $3.79M | 0.02% | +18,950 | New |
| Venture Visionary Partners LLC | 19,078 | $3.81M | 0.24% | +1,080+6.0% | Added |
| First Interstate Bank | 19,095 | $3.81M | 0.29% | +307+1.6% | Added |
| Zions Bancorporation, N.A. | 19,097 | $3.82M | 0.33% | +4,059+27.0% | Added |
| GAM Holding AG | 19,219 | $3.84M | 0.27% | +19,219 | New |
| Bray Capital Advisors | 19,256 | $3.85M | 1.12% | −54−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,270 | $3.85M | 0.81% | +3,340+21.0% | Added |
| Lincoln National Corp | 19,299 | $3.86M | 0.08% | −438−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 19,360 | $3.87M | 0.25% | +474+2.5% | Added |
| Chartwell Investment Partners, LLC | 19,411 | $3.88M | 0.15% | +1,622+9.1% | Added |
| Global Endowment Management, LP | 19,453 | $3.89M | 0.41% | +11+0.1% | Added |
| Chase Investment Counsel Corp | 19,492 | $3.89M | 2.15% | +19,492 | New |
| Trifecta Capital Advisors, LLC | 19,642 | $3.92M | 1.38% | +175+0.9% | Added |
| Sawyer & Company, Inc | 20,507 | $3.93M | 2.11% | −69−0.3% | Reduced |
| Sendero Wealth Management, LLC | 19,687 | $3.93M | 1.20% | +7,693+64.1% | Added |
| DFPG Investments, LLC | 19,806 | $3.96M | 0.42% | +6,002+43.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 20,274 | $3.99M | 0.09% | −269,640−93.0% | Reduced |
| JS Capital Management LLC | 20,000 | $4.00M | 0.72% | +20,000 | New |
| Parsons Capital Management Inc | 20,032 | $4.00M | 0.32% | −150−0.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.02M | 3.76% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,183 | $4.03M | 0.03% | +566+2.9% | Added |
| Checchi Capital Advisers, LLC | 20,232 | $4.04M | 0.39% | +11+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 20,267 | $4.05M | 0.37% | +1,673+9.0% | Added |
| Petredis Investment Advisors LLC | 20,470 | $4.09M | 0.64% | −463−2.2% | Reduced |
| Caldwell Trust Co | 20,550 | $4.11M | 0.57% | −1,403−6.4% | Reduced |
| Stoneridge Investment Partners LLC | 20,580 | $4.11M | 2.18% | −4,556−18.1% | Reduced |
| Harbor Capital Advisors, Inc. | 20,605 | $4.12M | 1.19% | +14,369+230.4% | Added |
| Boston Financial Mangement LLC | 20,633 | $4.12M | 0.16% | −90.0% | Reduced |
| Peapack Gladstone Financial Corp | 23,283 | $4.13M | 0.08% | +5,510+31.0% | Added |
| Vision Capital Management, Inc. | 20,760 | $4.15M | 0.75% | +5,972+40.4% | Added |
| Bridge Creek Capital Management LLC | 20,778 | $4.15M | 1.56% | +90+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 20,783 | $4.15M | 2.01% | +529+2.6% | Added |
| Once Capital Management, LLC | 20,800 | $4.16M | 4.43% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,823 | $4.16M | 0.24% | +5,118+32.6% | Added |
| Elite Wealth Management, Inc. | 20,855 | $4.17M | 1.83% | +35+0.2% | Added |
| Cobalt Capital Management, Inc. | 21,000 | $4.20M | 1.53% | +21,000 | New |
| Garde Capital, Inc. | 21,119 | $4.22M | 0.46% | +2,763+15.1% | Added |
| Dillon & Associates Inc | 21,158 | $4.23M | 0.84% | +603+2.9% | Added |
| Ostrum Asset Management | 21,194 | $4.23M | 0.37% | +21,194 | New |
| Siemens Fonds Invest GmbH | 21,206 | $4.24M | 0.44% | +39+0.2% | Added |
| RB Capital Management, LLC | 21,348 | $4.26M | 1.39% | −550−2.5% | Reduced |
| Bokf, NA | 21,406 | $4.28M | 0.09% | −24,750−53.6% | Reduced |
| Colony Group LLC | 21,475 | $4.29M | 0.06% | −6,927−24.4% | Reduced |
| Independent Advisor Alliance | 21,583 | $4.31M | 0.21% | −1,063−4.7% | Reduced |
| Pallas Capital Advisors LLC | 22,234 | $4.33M | 0.41% | +4,578+25.9% | Added |
| M. Kulyk & Associates, LLC | 21,705 | $4.34M | 1.31% | +860+4.1% | Added |
| FRG Family Wealth Advisors LLC | 21,768 | $4.35M | 0.99% | −578−2.6% | Reduced |
| Roanoke Asset Management Corp | 21,815 | $4.36M | 1.86% | −50.0% | Reduced |
| Miracle Mile Advisors, LLC | 21,838 | $4.36M | 0.14% | −1,630−6.9% | Reduced |
| United Services Automobile Association | 21,915 | $4.38M | 0.14% | −13,964−38.9% | Reduced |
| Meridian Wealth Management, LLC | 22,103 | $4.42M | 0.39% | +2,053+10.2% | Added |
| Hyman Charles D | 22,159 | $4.43M | 0.30% | +390+1.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,200 | $4.44M | 0.03% | −17,782−44.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,616 | $4.45M | 2.58% | −2,250−9.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 12,900 | $4.45M | 5.00% | +12,900 | New |
| Fundamentun, LLC | 22,269 | $4.45M | 0.75% | −80.0% | Reduced |
| Bessemer Group Inc | 22,393 | $4.47M | 0.01% | −4,033−15.3% | Reduced |
| Independent Financial Group, LLC | 22,472 | $4.49M | 0.36% | −1,178−5.0% | Reduced |
| Shelton Capital Management | 22,509 | $4.50M | 0.19% | −1,391−5.8% | Reduced |
| Tairen Capital Ltd | 22,726 | $4.54M | 0.69% | +7,336+47.7% | Added |
| Bleakley Financial Group, LLC | 22,837 | $4.56M | 0.15% | +9,300+68.7% | Added |
| Van Strum & Towne Inc. | 22,899 | $4.57M | 1.95% | +600+2.7% | Added |
| Natixis | 23,172 | $4.63M | 0.04% | −1,043,244−97.8% | Reduced |
| Oak Harvest Investment Services | 23,201 | $4.64M | 1.07% | −3,007−11.5% | Reduced |
| Plimoth Trust Co LLC | 23,260 | $4.65M | 1.44% | −1,895−7.5% | Reduced |
| Orin Green Financial, LLC | 23,282 | $4.65M | 2.52% | +24+0.1% | Added |
| Corvex Management LP | 23,432 | $4.68M | 0.28% | −12,336−34.5% | Reduced |
| Twin Capital Management Inc | 23,517 | $4.70M | 0.64% | +1,623+7.4% | Added |
| First Nebraska Trust Co | 23,554 | $4.71M | 0.59% | −70−0.3% | Reduced |
| Kornitzer Capital Management Inc | 23,621 | $4.72M | 0.09% | +1,230+5.5% | Added |
| Vestcor Inc | 23,627 | $4.72M | 0.17% | −96−0.4% | Reduced |
| HBW Advisory Services LLC | 23,654 | $4.72M | 1.18% | −1,320−5.3% | Reduced |
| Progressive Investment Management Corp | 23,662 | $4.73M | 1.53% | −23,178−49.5% | Reduced |
| Meridian Management Co | 23,712 | $4.74M | 1.55% | +8,743+58.4% | Added |
| Iowa State Bank | 24,219 | $4.84M | 1.21% | −1,124−4.4% | Reduced |
| Cohen Capital Management, Inc. | 24,365 | $4.87M | 0.98% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 24,410 | $4.88M | 0.16% | −54,807−69.2% | Reduced |
| LGT Group Foundation | 24,615 | $4.92M | 0.14% | +984+4.2% | Added |
| Snowden Capital Advisors LLC | 24,734 | $4.94M | 0.19% | +3,641+17.3% | Added |
| Beese Fulmer Investment Management, Inc. | 24,802 | $4.95M | 0.57% | +1,262+5.4% | Added |
| Timber Creek Capital Management LLC | 24,868 | $4.97M | 1.77% | −112−0.4% | Reduced |
| Alight Capital Management LP | 25,000 | $4.99M | 3.07% | +5,000+25.0% | Added |
| Metavasi Capital LP | 25,000 | $4.99M | 3.72% | +25,000 | New |
| De Burlo Group Inc | 25,079 | $5.01M | 0.98% | −1,075−4.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 25,210 | $5.04M | 0.36% | +331+1.3% | Added |
| Knights of Columbus Asset Advisors LLC | 25,410 | $5.08M | 0.50% | +8,747+52.5% | Added |
| SP Asset Management LLC | 25,444 | $5.08M | 0.62% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 25,716 | $5.14M | 0.61% | +3,036+13.4% | Added |