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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 25,843 | $5.16M | 1.10% | +2,009+8.4% | Added |
| Empowered Funds, LLC | 25,928 | $5.18M | 0.31% | +17,554+209.6% | Added |
| Central Trust Co | 26,053 | $5.20M | 0.15% | −2,646−9.2% | Reduced |
| Codex Capital, L.L.C. | 26,100 | $5.21M | 3.59% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 26,200 | $5.23M | 0.71% | +26,200 | New |
| Mirova | 26,212 | $5.24M | 0.76% | −1,816−6.5% | Reduced |
| DuPont Capital Management Corp | 26,321 | $5.26M | 0.25% | +12,222+86.7% | Added |
| China Universal Asset Management Co., Ltd. | 26,400 | $5.27M | 1.78% | +5,500+26.3% | Added |
| Blue Zone Wealth Advisors, LLC | 26,430 | $5.28M | 2.82% | −16−0.1% | Reduced |
| Empirical Finance, LLC | 26,582 | $5.31M | 0.50% | +1,544+6.2% | Added |
| Summit Trail Advisors, LLC | 26,614 | $5.32M | 0.21% | +3,099+13.2% | Added |
| Johnson Investment Counsel Inc | 26,654 | $5.32M | 0.07% | −9,196−25.7% | Reduced |
| Peloton Wealth Strategists | 26,670 | $5.33M | 2.43% | +545+2.1% | Added |
| Everence Capital Management Inc | 26,700 | $5.33M | 0.44% | 00.0% | Unchanged |
| McRae Capital Management Inc | 26,822 | $5.36M | 1.54% | −55−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 26,906 | $5.38M | 0.25% | −6,079−18.4% | Reduced |
| Stratos Wealth Advisors, LLC | 26,915 | $5.38M | 0.41% | −78−0.3% | Reduced |
| Evercore Wealth Management, LLC | 27,098 | $5.41M | 0.11% | −964−3.4% | Reduced |
| Webster Bank, N. A. | 27,120 | $5.42M | 0.71% | −656−2.4% | Reduced |
| Balyasny Asset Management LLC | 27,133 | $5.42M | 0.02% | −858,502−96.9% | Reduced |
| Massmutual Trust Co FSB | 27,209 | $5.44M | 0.21% | +3,308+13.8% | Added |
| Desjardins Global Asset Management Inc. | 27,233 | $5.44M | 0.68% | +22,236+445.0% | Added |
| Stratos Wealth Partners, LTD. | 27,286 | $5.45M | 0.15% | −1,410−4.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 27,370 | $5.47M | 5.99% | +24,319+797.1% | Added |
| Strategic Advisors LLC | 27,377 | $5.47M | 1.11% | −510−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 27,385 | $5.47M | 0.22% | +557+2.1% | Added |
| Icon Wealth Partners, LLC | 27,402 | $5.47M | 0.60% | +27,402 | New |
| Consolidated Investment Group LLC | 27,600 | $5.51M | 1.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 27,603 | $5.51M | 0.31% | −1,192−4.1% | Reduced |
| Intech Investment Management LLC | 27,614 | $5.52M | 0.04% | −7,482−21.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,662 | $5.53M | 4.43% | +896+3.3% | Added |
| Barrier Capital Management, LLC | 27,783 | $5.55M | 6.55% | −6,900−19.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,953 | $5.58M | 3.15% | −624−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 74,222 | $5.59M | 0.27% | −4,914−6.2% | Reduced |
| Prentiss Smith & Co Inc | 28,137 | $5.62M | 4.17% | −1,063−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 28,143 | $5.62M | 0.13% | −15,705−35.8% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $5.65M | 0.27% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 28,312 | $5.66M | 0.06% | −25,428−47.3% | Reduced |
| Simmons Bank | 28,336 | $5.66M | 0.48% | +1,279+4.7% | Added |
| Wetherby Asset Management Inc | 28,415 | $5.68M | 0.33% | +3,125+12.4% | Added |
| Stelac Advisory Services LLC | 28,510 | $5.70M | 2.47% | −34−0.1% | Reduced |
| Gifford Fong Associates | 28,586 | $5.71M | 1.50% | −19,035−40.0% | Reduced |
| Advisor Partners II, LLC | 28,761 | $5.75M | 0.32% | +7,117+32.9% | Added |
| Raymond James Trust N.A. | 28,908 | $5.78M | 0.18% | −355−1.2% | Reduced |
| Oak Associates, Ltd | 28,929 | $5.78M | 0.48% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 29,276 | $5.85M | 0.24% | +1,291+4.6% | Added |
| Hudson Valley Investment Advisors Inc | 29,486 | $5.89M | 0.82% | +7,033+31.3% | Added |
| FourThought Financial Partners, LLC | 29,530 | $5.90M | 0.81% | +2,027+7.4% | Added |
| GWM Advisors LLC | 29,892 | $5.93M | 0.07% | +8,789+41.6% | Added |
| Shufro Rose & Co LLC | 29,791 | $5.95M | 0.55% | +854+3.0% | Added |
| Quintet Private Bank (Europe) S.A. | 29,980 | $5.99M | 0.36% | +29,980 | New |
| Lombard Odier Asset Management (Europe) Ltd | 30,031 | $6.00M | 0.31% | −2,334−7.2% | Reduced |
| KCM Investment Advisors LLC | 30,078 | $6.01M | 0.24% | −3,304−9.9% | Reduced |
| Burney Co | 30,230 | $6.04M | 0.30% | +30,230 | New |
| Penserra Capital Management LLC | 30,351 | $6.06M | 0.13% | +25,304+501.4% | Added |
| Power Corp of Canada | 31,912 | $6.07M | 0.64% | +16,212+103.3% | Added |
| Ceera Investments, LLC | 30,408 | $6.07M | 3.88% | +1,362+4.7% | Added |
| Caxton Associates LP | 30,512 | $6.10M | 0.97% | +19,127+168.0% | Added |
| Cresset Asset Management, LLC | 30,566 | $6.11M | 0.12% | −1,945−6.0% | Reduced |
| AXS Investments LLC | 30,627 | $6.12M | 2.02% | −3,004−8.9% | Reduced |
| Shell Asset Management Co | 30,817 | $6.16M | 0.26% | +637+2.1% | Added |
| Sawtooth Solutions, LLC | 30,865 | $6.17M | 0.16% | +23,550+321.9% | Added |
| Spinnaker Trust | 31,081 | $6.21M | 0.47% | +6,964+28.9% | Added |
| Pinnacle Associates Ltd | 31,135 | $6.22M | 0.13% | +1,632+5.5% | Added |
| Level Four Advisory Services, LLC | 31,318 | $6.26M | 0.41% | +11,451+57.6% | Added |
| Bank Hapoalim BM | 31,384 | $6.27M | 0.87% | +679+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 31,434 | $6.28M | 0.16% | +91+0.3% | Added |
| Thames Capital Management LLC | 31,472 | $6.29M | 4.42% | +31,472 | New |
| Evergreen Capital Management LLC | 31,732 | $6.34M | 0.28% | +7,050+28.6% | Added |
| First Horizon Advisors, Inc. | 31,850 | $6.36M | 0.23% | −10,428−24.7% | Reduced |
| Commerce Bank | 31,890 | $6.37M | 0.05% | −1,804−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 32,186 | $6.43M | 0.28% | +1,290+4.2% | Added |
| Arrow Financial Corp | 32,245 | $6.44M | 0.84% | +1,885+6.2% | Added |
| National Asset Management, Inc. | 32,281 | $6.45M | 0.17% | +5,839+22.1% | Added |
| Avantax Advisory Services, Inc. | 32,354 | $6.46M | 0.08% | −1,187−3.5% | Reduced |
| Wedbush Securities Inc | 32,406 | $6.47M | 0.32% | −5,256−14.0% | Reduced |
| Xcel Wealth Management, LLC | 32,496 | $6.49M | 2.28% | −2,150−6.2% | Reduced |
| Great Lakes Advisors, LLC | 32,574 | $6.51M | 0.06% | +32,574 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,692 | $6.53M | 1.04% | +9,217+39.3% | Added |
| Allen Investment Management LLC | 32,723 | $6.54M | 0.11% | −7,661−19.0% | Reduced |
| Tower Research Capital LLC (TRC) | 32,793 | $6.55M | 0.21% | +1,743+5.6% | Added |
| Novare Capital Management LLC | 33,020 | $6.60M | 0.75% | +3,493+11.8% | Added |
| L & S Advisors Inc | 33,027 | $6.60M | 0.92% | +33,027 | New |
| Vinva Investment Management Ltd | 33,879 | $6.66M | 0.56% | +33,879 | New |
| Trust Co of Vermont | 33,350 | $6.66M | 0.46% | −1,274−3.7% | Reduced |
| Quantinno Capital Management LP | 33,461 | $6.68M | 0.44% | +25,571+324.1% | Added |
| Tiger Management L.L.C. | 33,700 | $6.73M | 4.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33,876 | $6.77M | 0.25% | −199−0.6% | Reduced |
| Grassi Investment Management | 33,913 | $6.78M | 0.84% | −270−0.8% | Reduced |
| Umb Bank N A | 33,917 | $6.78M | 0.11% | −6,230−15.5% | Reduced |
| Meyer Handelman Co | 33,970 | $6.79M | 0.28% | +40+0.1% | Added |
| Forbes J M & Co LLP | 34,441 | $6.88M | 0.94% | −1,554−4.3% | Reduced |
| Sigma Planning Corp | 34,447 | $6.88M | 0.23% | −219−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 34,934 | $6.98M | 2.22% | −945−2.6% | Reduced |
| Fiduciary Trust Co | 35,113 | $7.01M | 0.13% | +2,916+9.1% | Added |
| Profund Advisors LLC | 35,387 | $7.07M | 0.44% | −1,981−5.3% | Reduced |
| Keybank National Association | 35,396 | $7.07M | 0.03% | +327+0.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 36,213 | $7.07M | 1.50% | +13,921+62.4% | Added |
| Spire Wealth Management | 35,530 | $7.10M | 0.28% | +26,097+276.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,582 | $7.11M | 0.58% | −76−0.2% | Reduced |