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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 35,614 | $7.11M | 0.91% | +8,056+29.2% | Added |
| Brookstone Capital Management | 36,279 | $7.15M | 0.14% | +10,621+41.4% | Added |
| Capital International Inc | 35,967 | $7.19M | 0.14% | +35,967 | New |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 36,000 | $7.19M | 0.45% | +36,000 | New |
| Pearl River Capital, LLC | 36,186 | $7.23M | 1.15% | +24,856+219.4% | Added |
| First National Trust Co | 36,206 | $7.23M | 0.38% | −1,397−3.7% | Reduced |
| Means Investment Co., Inc. | 36,854 | $7.36M | 1.29% | +348+1.0% | Added |
| Prospera Financial Services Inc | 37,112 | $7.41M | 0.30% | +294+0.8% | Added |
| Moors & Cabot, Inc. | 37,132 | $7.42M | 0.51% | −991−2.6% | Reduced |
| Neville Rodie & Shaw Inc | 37,198 | $7.43M | 0.67% | +1,925+5.5% | Added |
| Osborne Partners Capital Management, LLC | 37,384 | $7.47M | 0.55% | +382+1.0% | Added |
| Westwood Management Corp | 37,401 | $7.47M | 0.95% | −200−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 37,471 | $7.49M | 0.66% | +332+0.9% | Added |
| Oppenheimer & Co Inc | 38,010 | $7.59M | 0.16% | −7,737−16.9% | Reduced |
| Equitable Trust Co | 38,090 | $7.61M | 0.60% | +2,925+8.3% | Added |
| RPG Investment Advisory, LLC | 38,135 | $7.62M | 1.34% | +199+0.5% | Added |
| Kinneret Advisory, LLC | 38,252 | $7.64M | 0.99% | −2,055−5.1% | Reduced |
| Bogart Wealth, LLC | 38,298 | $7.65M | 0.51% | +1,675+4.6% | Added |
| Stonebridge Capital Advisors LLC | 38,790 | $7.75M | 0.88% | +1,313+3.5% | Added |
| Verition Fund Management LLC | 39,126 | $7.82M | 0.12% | +11,720+42.8% | Added |
| Cetera Investment Advisers | 39,417 | $7.87M | 0.07% | +70.0% | Added |
| Beacon Pointe Advisors, LLC | 39,530 | $7.90M | 0.13% | −1,983−4.8% | Reduced |
| Philadelphia Trust Co | 39,982 | $7.99M | 0.81% | +630+1.6% | Added |
| Ogborne Capital Management, LLC | 40,000 | $7.99M | 7.90% | +40,000 | New |
| Daymark Wealth Partners, LLC | 40,290 | $8.05M | 1.07% | −336−0.8% | Reduced |
| Assetmark, Inc | 40,328 | $8.06M | 0.03% | +6,977+20.9% | Added |
| Fragasso Group Inc. | 40,851 | $8.16M | 0.93% | +6,560+19.1% | Added |
| Bradley Foster & Sargent Inc | 40,893 | $8.17M | 0.19% | −219−0.5% | Reduced |
| Sand Hill Global Advisors, LLC | 40,906 | $8.17M | 0.44% | −494−1.2% | Reduced |
| Liontrust Investment Partners LLP | 41,000 | $8.19M | 0.12% | −17,000−29.3% | Reduced |
| Metis Global Partners, LLC | 41,011 | $8.19M | 0.53% | +10,157+32.9% | Added |
| Advisory Services Network, LLC | 41,101 | $8.21M | 0.23% | +1,175+2.9% | Added |
| GDS Wealth Management | 41,339 | $8.26M | 1.46% | −17,763−30.1% | Reduced |
| Hillman Capital Management, Inc. | 41,446 | $8.28M | 3.13% | +469+1.1% | Added |
| CFM Wealth Partners LLC | 41,946 | $8.38M | 2.32% | −613−1.4% | Reduced |
| Essex Investment Management Co LLC | 42,213 | $8.43M | 1.23% | −2,819−6.3% | Reduced |
| Private Asset Management Inc | 42,279 | $8.45M | 1.39% | −4,441−9.5% | Reduced |
| Bryn Mawr Trust Co | 42,296 | $8.45M | 0.37% | +972+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 43,014 | $8.59M | 0.97% | +1,081+2.6% | Added |
| Abbrea Capital, LLC | 43,107 | $8.61M | 1.46% | −7,855−15.4% | Reduced |
| Sandy Spring Bank | 43,141 | $8.62M | 0.49% | −1,984−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $8.63M | 0.18% | 00.0% | Unchanged |
| Toroso Investments, LLC | 43,400 | $8.67M | 0.29% | +10,355+31.3% | Added |
| Polar Asset Management Partners Inc. | 43,500 | $8.69M | 0.15% | +43,500 | New |
| Iyo Bank, Ltd. | 43,532 | $8.70M | 5.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 43,754 | $8.74M | 0.14% | +13,512+44.7% | Added |
| Strategic Wealth Designers | 43,956 | $8.78M | 1.63% | +6,615+17.7% | Added |
| Pathstone Family Office, LLC | 43,743 | $8.79M | 0.14% | −10,094−18.7% | Reduced |
| Adell Harriman & Carpenter Inc | 44,006 | $8.79M | 0.94% | +1,505+3.5% | Added |
| Metropolitan Life Insurance Co | 44,728 | $8.94M | 0.46% | −13,112−22.7% | Reduced |
| E. Ohman J:or Asset Management AB | 44,850 | $8.96M | 0.35% | +2,300+5.4% | Added |
| Tran Capital Management, L.P. | 44,882 | $8.97M | 1.12% | +42,105+1,516.2% | Added |
| Leonteq Securities AG | 44,978 | $8.99M | 0.83% | −308,299−87.3% | Reduced |
| Harbor Spring Capital, LLC | 45,000 | $8.99M | 3.62% | +45,000 | New |
| Motco | 45,011 | $8.99M | 0.61% | +832+1.9% | Added |
| Moreno Evelyn V | 45,486 | $9.09M | 2.06% | +1,086+2.4% | Added |
| Cullinan Associates Inc | 45,626 | $9.12M | 0.53% | +1,576+3.6% | Added |
| CMH Wealth Management LLC | 45,899 | $9.17M | 2.65% | +7,808+20.5% | Added |
| Mill Capital Management, LLC | 46,095 | $9.21M | 0.94% | +46,095 | New |
| Edge Wealth Management LLC | 46,236 | $9.23M | 2.12% | −209−0.4% | Reduced |
| O'Neil Global Advisors, Inc. | 46,243 | $9.24M | 4.77% | +46,243 | New |
| New Mexico Educational Retirement Board | 46,286 | $9.25M | 0.47% | −1,500−3.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 46,319 | $9.25M | 3.37% | −8,335−15.3% | Reduced |
| Boston Private Wealth LLC | 46,329 | $9.26M | 0.13% | +541+1.2% | Added |
| Prudential PLC | 46,435 | $9.28M | 0.11% | +2,686+6.1% | Added |
| BWCP, LP | 46,558 | $9.30M | 3.64% | +46,558 | New |
| Exchange Capital Management, Inc. | 46,653 | $9.32M | 1.89% | +195+0.4% | Added |
| Rothschild Investment Corp | 47,144 | $9.42M | 0.82% | +4,655+11.0% | Added |
| D.A. Davidson & Co. | 47,333 | $9.46M | 0.11% | +7,800+19.7% | Added |
| Foster Victor Wealth Advisors, LLC | 48,522 | $9.57M | 1.16% | −5,534−10.2% | Reduced |
| Buckingham Capital Management, Inc. | 48,159 | $9.62M | 1.54% | +601+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 48,291 | $9.65M | 0.34% | +48,278+371,369.2% | Added |
| Crossmark Global Holdings, Inc. | 48,697 | $9.73M | 0.23% | −2,164−4.3% | Reduced |
| Banque Cantonale Vaudoise | 48,801 | $9.75M | 0.48% | +5,868+13.7% | Added |
| Chesley Taft & Associates LLC | 50,075 | $10.0M | 0.66% | +162+0.3% | Added |
| Achmea Investment Management B.V. | 50,214 | $10.0M | 0.29% | +5,021+11.1% | Added |
| Cornerstone Capital, Inc. | 51,154 | $10.2M | 1.23% | +150.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 51,707 | $10.3M | 0.67% | −6,016−10.4% | Reduced |
| Flputnam Investment Management Co | 51,991 | $10.4M | 0.34% | +15,059+40.8% | Added |
| Marco Investment Management LLC | 52,298 | $10.4M | 1.18% | −675−1.3% | Reduced |
| Captrust Financial Advisors | 52,422 | $10.5M | 0.05% | +32+0.1% | Added |
| One Capital Management, LLC | 52,646 | $10.5M | 0.52% | +720+1.4% | Added |
| Sandler Capital Management | 52,870 | $10.6M | 1.74% | +52,870 | New |
| Beacon Investment Advisory Services, Inc. | 53,249 | $10.6M | 0.52% | −545−1.0% | Reduced |
| Brookfield Asset Management Inc. | 53,308 | $10.6M | 0.04% | +53,308 | New |
| Jasper Ridge Partners, L.P. | 54,174 | $10.8M | 0.52% | 00.0% | Unchanged |
| Capital International Sarl | 54,420 | $10.9M | 0.55% | +54,420 | New |
| Prime Capital Investment Advisors, LLC | 54,743 | $10.9M | 0.45% | −14,972−21.5% | Reduced |
| Talbot Financial, LLC | 55,150 | $11.0M | 2.05% | +2,163+4.1% | Added |
| Ethic Inc. | 55,264 | $11.0M | 0.45% | +22,112+66.7% | Added |
| Highland Capital Management, LLC | 55,521 | $11.1M | 0.82% | −1,111−2.0% | Reduced |
| Lockheed Martin Investment Management Co | 55,560 | $11.1M | 0.63% | +13,640+32.5% | Added |
| Atria Wealth Solutions, Inc. | 56,233 | $11.2M | 0.17% | −498−0.9% | Reduced |
| Synovus Financial Corp | 56,255 | $11.2M | 0.13% | −18,122−24.4% | Reduced |
| Engineers Gate Manager LP | 56,330 | $11.3M | 0.47% | +50,899+937.2% | Added |
| Acadian Asset Management LLC | 57,099 | $11.4M | 0.05% | −37,270−39.5% | Reduced |
| Northstar Asset Management Inc | 57,370 | $11.5M | 3.53% | +4,415+8.3% | Added |
| WoodTrust Financial Corp | 57,779 | $11.5M | 2.24% | +7,988+16.0% | Added |
| Federation des caisses Desjardins du Quebec | 58,646 | $11.7M | 0.13% | +26,806+84.2% | Added |
| SG Americas Securities, LLC | 58,766 | $11.7M | 0.16% | +5,037+9.4% | Added |