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 |
|---|---|---|---|---|---|
| Trybe Capital Management LP | 58,893 | $11.8M | 10.53% | 00.0% | Unchanged |
| Ally Financial Inc. | 60,000 | $12.0M | 1.77% | 00.0% | Unchanged |
| JustInvest LLC | 60,264 | $12.0M | 0.42% | +22,786+60.8% | Added |
| Freestone Capital Holdings, LLC | 60,323 | $12.1M | 0.54% | +99+0.2% | Added |
| Parallel Advisors, LLC | 60,549 | $12.1M | 0.41% | +26,316+76.9% | Added |
| Premier Fund Managers Ltd | 61,600 | $12.1M | 0.48% | +61,600 | New |
| Kingsview Wealth Management, LLC | 60,813 | $12.1M | 0.51% | −8,578−12.4% | Reduced |
| Roffman Miller Associates Inc | 60,847 | $12.2M | 0.97% | −5,748−8.6% | Reduced |
| Private Advisor Group, LLC | 61,406 | $12.3M | 0.12% | −158−0.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 61,868 | $12.4M | 0.30% | +61,868 | New |
| Gotham Asset Management, LLC | 61,975 | $12.4M | 0.30% | −49,093−44.2% | Reduced |
| Lyell Wealth Management, LP | 62,284 | $12.4M | 1.74% | −722−1.1% | Reduced |
| Amica Mutual Insurance Co | 62,888 | $12.6M | 1.40% | −20,432−24.5% | Reduced |
| Dash Acquisitions Inc. | 63,423 | $12.7M | 5.87% | +6,861+12.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 63,551 | $12.7M | 0.44% | +5,747+9.9% | Added |
| Capital International Ltd | 63,752 | $12.7M | 0.76% | +63,752 | New |
| Sit Investment Associates Inc | 63,906 | $12.8M | 0.35% | −2,085−3.2% | Reduced |
| LMR Partners LLP | 64,126 | $12.8M | 0.28% | +64,126 | New |
| Jones Financial Companies LLLP | 64,542 | $12.9M | 0.02% | +2,719+4.4% | Added |
| Old National Bancorp | 64,813 | $12.9M | 0.40% | +934+1.5% | Added |
| Louisiana State Employees Retirement System | 65,000 | $13.0M | 0.33% | +400+0.6% | Added |
| Mercer Global Advisors Inc | 65,236 | $13.0M | 0.06% | +1,843+2.9% | Added |
| Washington Trust Co | 65,525 | $13.1M | 0.59% | +2,493+4.0% | Added |
| Middleton & Co Inc | 66,396 | $13.3M | 1.91% | −994−1.5% | Reduced |
| Jag Capital Management, LLC | 66,412 | $13.3M | 1.72% | +43,820+194.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $13.3M | 2.23% | +5,000+7.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 68,095 | $13.5M | 2.02% | −7,142−9.5% | Reduced |
| Perigon Wealth Management, LLC | 68,350 | $13.7M | 0.78% | −19,517−22.2% | Reduced |
| Motley Fool Asset Management LLC | 69,039 | $13.8M | 1.53% | −1,494−2.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 69,244 | $13.8M | 1.19% | −1,013−1.4% | Reduced |
| Lido Advisors, LLC | 69,802 | $13.9M | 0.19% | +45,307+185.0% | Added |
| Azimuth Capital Investment Management LLC | 70,801 | $14.1M | 0.70% | +38,602+119.9% | Added |
| Interval Partners, LP | 71,290 | $14.2M | 0.80% | +60,850+582.9% | Added |
| Cullen/Frost Bankers, Inc. | 71,439 | $14.3M | 0.26% | −117,825−62.3% | Reduced |
| Whittier Trust Co | 71,913 | $14.4M | 0.26% | +166+0.2% | Added |
| Yarbrough Capital, LLC | 72,522 | $14.5M | 1.18% | −2,445−3.3% | Reduced |
| Annex Advisory Services, LLC | 74,034 | $14.8M | 0.79% | +4,113+5.9% | Added |
| Bridgecreek Investment Management, LLC | 74,270 | $14.8M | 3.06% | −115−0.2% | Reduced |
| Community Trust & Investment Co | 74,484 | $14.9M | 1.28% | +14,084+23.3% | Added |
| CTC LLC | 75,866 | $14.9M | 0.47% | +75,866 | New |
| Walleye Capital LLC | 74,944 | $15.0M | 0.30% | +18,968+33.9% | Added |
| Ardmore Road Asset Management LP | 75,000 | $15.0M | 6.71% | +75,000 | New |
| Soros Capital Management LLC | 75,500 | $15.1M | 10.98% | +75,500 | New |
| Commerzbank Aktiengesellschaft | 75,502 | $15.1M | 0.81% | −373,225−83.2% | Reduced |
| Avalon Investment & Advisory | 75,611 | $15.1M | 0.41% | +66,733+751.7% | Added |
| MML Investors Services, LLC | 75,695 | $15.1M | 0.11% | −6,681−8.1% | Reduced |
| Maryland State Retirement & Pension System | 76,194 | $15.2M | 0.34% | +450+0.6% | Added |
| Noked Israel Ltd | 76,450 | $15.3M | 6.65% | +76,450 | New |
| Sequoia Financial Advisors, LLC | 76,799 | $15.3M | 0.34% | +7,008+10.0% | Added |
| CCM Investment Advisers LLC | 77,319 | $15.4M | 2.19% | +5,369+7.5% | Added |
| Elo Mutual Pension Insurance Co | 77,427 | $15.5M | 0.49% | +150.0% | Added |
| Oregon Public Employees Retirement Fund | 77,471 | $15.5M | 0.19% | +374+0.5% | Added |
| Norinchukin Bank, The | 78,154 | $15.6M | 0.31% | +1,825+2.4% | Added |
| Nishkama Capital, LLC | 78,654 | $15.7M | 3.77% | +78,654 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 78,751 | $15.7M | 0.42% | +10,037+14.6% | Added |
| Kentucky Retirement Systems | 79,067 | $15.8M | 0.58% | +839+1.1% | Added |
| Anchor Capital Advisors LLC | 79,454 | $15.9M | 0.42% | +14,500+22.3% | Added |
| Paragon Capital Management Ltd | 79,617 | $15.9M | 3.64% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $16.0M | 0.22% | +5,000+6.7% | Added |
| RDST Capital LLC | 81,450 | $16.3M | 8.90% | −3,200−3.8% | Reduced |
| Securian Asset Management, Inc | 82,837 | $16.5M | 0.44% | +627+0.8% | Added |
| Boston Family Office LLC | 82,965 | $16.6M | 1.33% | −9,123−9.9% | Reduced |
| Shannon River Fund Management LLC | 83,605 | $16.7M | 3.77% | +56,605+209.6% | Added |
| Pittenger & Anderson Inc | 84,189 | $16.8M | 0.87% | −3,472−4.0% | Reduced |
| Cidel Asset Management Inc | 86,094 | $17.2M | 0.79% | +49,971+138.3% | Added |
| Kingdon Capital Management, L.L.C. | 86,500 | $17.3M | 4.05% | −1,400−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 86,601 | $17.3M | 0.72% | +1,094+1.3% | Added |
| Hartford Investment Management Co | 86,996 | $17.4M | 0.59% | +11,828+15.7% | Added |
| Tiaa, FSB | 87,628 | $17.5M | 0.06% | +72,215+468.5% | Added |
| Kestra Advisory Services, LLC | 88,120 | $17.6M | 0.19% | −19,776−18.3% | Reduced |
| Atria Investments LLC | 88,604 | $17.7M | 0.34% | +25,330+40.0% | Added |
| Wealthfront Advisers LLC | 89,329 | $17.8M | 0.08% | +42,645+91.3% | Added |
| British Columbia Investment Management Corp | 89,422 | $17.9M | 0.19% | +746+0.8% | Added |
| Bank of Nova Scotia | 90,199 | $18.0M | 0.05% | −79,918−47.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 90,816 | $18.1M | 0.40% | −330.0% | Reduced |
| Front Barnett Associates LLC | 91,681 | $18.3M | 2.15% | +5,675+6.6% | Added |
| Chilton Capital Management LLC | 93,454 | $18.7M | 1.08% | +2,881+3.2% | Added |
| Harvest Portfolios Group Inc. | 93,677 | $18.7M | 0.92% | +13,729+17.2% | Added |
| MMBG Investment Advisors Co. | 94,029 | $18.8M | 2.38% | −3,175−3.3% | Reduced |
| Credit Agricole S A | 94,079 | $18.8M | 0.80% | +26,100+38.4% | Added |
| TD Waterhouse Canada Inc. | 86,534 | $18.8M | 0.19% | +25,961+42.9% | Added |
| Columbus Hill Capital Management, L.P. | 95,000 | $19.0M | 7.30% | +95,000 | New |
| Cetera Advisors LLC | 95,236 | $19.0M | 0.32% | −437−0.5% | Reduced |
| AE Wealth Management LLC | 96,092 | $19.2M | 0.12% | +6,325+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 96,959 | $19.4M | 0.31% | +8,263+9.3% | Added |
| Cambridge Trust Co | 97,528 | $19.5M | 0.93% | −3,539−3.5% | Reduced |
| Bloom Tree Partners, LLC | 97,756 | $19.5M | 9.50% | −34,950−26.3% | Reduced |
| Davidson Investment Advisors | 98,014 | $19.6M | 1.28% | +12,873+15.1% | Added |
| Boston Common Asset Management, LLC | 98,555 | $19.7M | 0.41% | −7,718−7.3% | Reduced |
| MayTech Global Investments, LLC | 98,775 | $19.7M | 5.42% | −3,057−3.0% | Reduced |
| Ithaka Group LLC | 99,023 | $19.8M | 4.17% | −124,397−55.7% | Reduced |
| TCTC Holdings, LLC | 100,847 | $20.1M | 0.81% | +6,400+6.8% | Added |
| NS Partners Ltd | 101,803 | $20.3M | 1.14% | +97+0.1% | Added |
| Thomasville National Bank | 102,359 | $20.4M | 2.11% | −111−0.1% | Reduced |
| ClariVest Asset Management LLC | 103,131 | $20.6M | 0.92% | −3,292−3.1% | Reduced |
| Wesbanco Bank Inc | 103,771 | $20.7M | 0.90% | −9,890−8.7% | Reduced |
| Insight Holdings Group, LLC | 104,000 | $20.8M | 0.47% | +104,000 | New |
| Factory Mutual Insurance Co | 104,300 | $20.8M | 0.33% | −36,600−26.0% | Reduced |
| Federated Hermes, Inc. | 105,664 | $21.1M | 0.05% | −251,246−70.4% | Reduced |
| CWM, LLC | 106,346 | $21.2M | 0.14% | +9,578+9.9% | Added |