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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 107,410 | $21.5M | 1.50% | +1,610+1.5% | Added |
| Sycomore Asset Management | 113,424 | $21.7M | 6.21% | +69,786+159.9% | Added |
| Twin Tree Management, LP | 109,612 | $21.9M | 0.62% | −333,104−75.2% | Reduced |
| Akaris Global Partners, LP | 109,700 | $21.9M | 6.84% | +109,700 | New |
| Badgley Phelps Wealth Managers, LLC | 109,857 | $21.9M | 0.81% | +2,965+2.8% | Added |
| Franklin Street Advisors Inc | 109,946 | $22.0M | 2.00% | +43,987+66.7% | Added |
| Guinness Asset Management LTD | 110,226 | $22.0M | 0.56% | +126+0.1% | Added |
| Jefferies Financial Group Inc. | 110,351 | $22.0M | 0.47% | +41,824+61.0% | Added |
| Artemis Investment Management LLP | 110,784 | $22.1M | 0.27% | +110,784 | New |
| Rheos Capital Works Inc. | 112,600 | $22.5M | 1.25% | +112,600 | New |
| Erste Asset Management GmbH | 114,805 | $22.6M | 0.43% | +51,361+81.0% | Added |
| Howard Capital Management Group, LLC | 113,007 | $22.6M | 2.39% | +6,365+6.0% | Added |
| Greenleaf Trust | 113,177 | $22.6M | 0.26% | +6,622+6.2% | Added |
| Cornerstone Advisors, LLC | 115,000 | $23.0M | 1.07% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,392 | $23.0M | 0.29% | −14,665−11.3% | Reduced |
| Cetera Advisor Networks LLC | 116,645 | $23.3M | 0.17% | −1,986−1.7% | Reduced |
| Light Street Capital Management, LLC | 116,800 | $23.3M | 5.69% | −2,486−2.1% | Reduced |
| Silvant Capital Management LLC | 116,867 | $23.3M | 1.52% | −2,009−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 117,730 | $23.5M | 0.13% | +25,482+27.6% | Added |
| Czech National Bank | 117,832 | $23.5M | 0.58% | +795+0.7% | Added |
| Guggenheim Capital LLC | 119,590 | $23.9M | 0.20% | −11,860−9.0% | Reduced |
| Greenlea Lane Capital Management, LLC | 119,595 | $23.9M | 9.54% | −94,810−44.2% | Reduced |
| Brinker Capital Investments, LLC | 119,699 | $23.9M | 0.31% | +7,114+6.3% | Added |
| Orion Portfolio Solutions, LLC | 119,699 | $23.9M | 0.31% | +82,806+224.4% | Added |
| Alberta Investment Management Corp | 120,664 | $24.1M | 0.23% | +63,224+110.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 121,319 | $24.2M | 0.12% | −17,928−12.9% | Reduced |
| Moore Capital Management, LP | 121,344 | $24.2M | 0.76% | +102,011+527.7% | Added |
| Pictet & Cie (Europe) SA | 122,165 | $24.4M | 1.01% | +25,267+26.1% | Added |
| Tocqueville Asset Management L.P. | 122,434 | $24.5M | 0.46% | +6,774+5.9% | Added |
| CIBC World Markets Corp | 122,478 | $24.5M | 0.40% | −269,098−68.7% | Reduced |
| Steel Peak Wealth Management LLC | 123,476 | $24.7M | 1.68% | −1,257−1.0% | Reduced |
| Stephens Inc | 125,112 | $25.0M | 0.48% | +6,122+5.1% | Added |
| NewEdge Wealth, LLC | 125,876 | $25.1M | 0.95% | −1,834−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 127,042 | $25.4M | 0.38% | −22,177−14.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 129,104 | $25.8M | 0.40% | −827,033−86.5% | Reduced |
| Pacer Advisors, Inc. | 131,048 | $26.2M | 0.11% | +127,188+3,295.0% | Added |
| Regions Financial Corp | 133,040 | $26.6M | 0.24% | +1,573+1.2% | Added |
| M&T Bank Corp | 135,634 | $27.1M | 0.10% | +4,850+3.7% | Added |
| Gulf International Bank (UK) Ltd | 136,208 | $27.2M | 0.57% | −35,980−20.9% | Reduced |
| Glenmede Trust Co NA | 136,999 | $27.4M | 0.16% | −109,242−44.4% | Reduced |
| Huntington National Bank | 137,452 | $27.5M | 0.27% | +91,043+196.2% | Added |
| Connectus Wealth, LLC | 137,602 | $27.5M | 0.68% | −7,649−5.3% | Reduced |
| State of Alaska, Department of Revenue | 137,788 | $27.5M | 0.33% | −2,190−1.6% | Reduced |
| CIBC World Markets Inc. | 138,231 | $27.6M | 0.10% | −1,488−1.1% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 140,000 | $28.0M | 1.61% | 00.0% | Unchanged |
| Baader Bank INC | 141,013 | $28.2M | 2.11% | −1,987−1.4% | Reduced |
| Westpac Banking Corp | 141,932 | $28.4M | 0.38% | −17,339−10.9% | Reduced |
| Yousif Capital Management, LLC | 142,401 | $28.4M | 0.37% | −4,835−3.3% | Reduced |
| Vancity Investment Management Ltd | 142,448 | $28.5M | 3.99% | +335+0.2% | Added |
| Morningstar Investment Services LLC | 144,923 | $28.5M | 0.38% | −5,276−3.5% | Reduced |
| Mutual of America Capital Management LLC | 143,080 | $28.6M | 0.34% | +240+0.2% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $29.1M | 2.84% | 00.0% | Unchanged |
| Xponance, Inc. | 149,951 | $30.0M | 0.44% | +3,289+2.2% | Added |
| Hudson Bay Capital Management LP | 150,000 | $30.0M | 0.33% | −368,000−71.0% | Reduced |
| Crestwood Advisors Group LLC | 150,408 | $30.0M | 1.00% | +13,366+9.8% | Added |
| Renaissance Group LLC | 150,604 | $30.1M | 1.38% | +150,604 | New |
| Pinnacle Financial Partners Inc | 153,739 | $30.7M | 0.83% | +29,321+23.6% | Added |
| Kempen Capital Management N.V. | 155,612 | $31.1M | 0.59% | −7,229−4.4% | Reduced |
| New York Life Investment Management LLC | 157,337 | $31.4M | 0.35% | −14,834−8.6% | Reduced |
| Becker Capital Management Inc | 158,457 | $31.7M | 1.25% | +9,866+6.6% | Added |
| USS Investment Management Ltd | 158,858 | $31.7M | 0.44% | +7,194+4.7% | Added |
| Hollencrest Capital Management | 161,685 | $32.3M | 3.45% | +210.0% | Added |
| Braun Stacey Associates Inc | 163,374 | $32.6M | 0.85% | +163,374 | New |
| Lannebo Fonder AB | 165,000 | $33.0M | 5.29% | +20,000+13.8% | Added |
| FDx Advisors, Inc. | 249,113 | $33.0M | 1.44% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 166,906 | $33.3M | 1.43% | −100.0% | Reduced |
| Crosslink Capital Inc | 167,425 | $33.4M | 6.79% | +38,670+30.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 169,525 | $33.9M | 0.29% | +491+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 169,755 | $33.9M | 0.46% | −2,900−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 170,029 | $34.0M | 0.65% | −474,066−73.6% | Reduced |
| Utah Retirement Systems | 171,532 | $34.3M | 0.50% | +500+0.3% | Added |
| Brown Advisory Inc | 172,298 | $34.4M | 0.06% | −1,386−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 173,492 | $34.7M | 0.03% | +12,903+8.0% | Added |
| Atalanta Sosnoff Capital, LLC | 174,141 | $34.8M | 1.01% | +174,141 | New |
| RMB Capital Management, LLC | 174,202 | $34.8M | 1.22% | −354−0.2% | Reduced |
| Scotia Capital Inc. | 175,559 | $35.1M | 0.26% | +7,840+4.7% | Added |
| Financial Counselors Inc | 175,708 | $35.1M | 0.76% | +3,967+2.3% | Added |
| Aureus Asset Management, LLC | 179,116 | $35.8M | 2.83% | +21,536+13.7% | Added |
| Vontobel Holding Ltd. | 179,916 | $35.9M | 0.33% | −28,308−13.6% | Reduced |
| WestEnd Advisors, LLC | – | $36.0M | 1.12% | – | – |
| Jane Street Group, LLC | 185,344 | $37.0M | 0.06% | −665,740−78.2% | Reduced |
| CIBC Asset Management Inc | 185,503 | $37.1M | 0.15% | +5,697+3.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 186,622 | $37.5M | 2.80% | −775−0.4% | Reduced |
| IFM Investors Pty Ltd | 187,911 | $37.5M | 0.57% | +4,802+2.6% | Added |
| Hantz Financial Services, Inc. | 190,168 | $38.0M | 1.04% | +7,933+4.4% | Added |
| Janney Montgomery Scott LLC | 193,607 | $38.7M | 0.16% | −22,382−10.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 194,216 | $38.8M | 3.44% | −2,573−1.3% | Reduced |
| Long Path Partners LP | 195,878 | $39.1M | 16.88% | −5,532−2.7% | Reduced |
| La Banque Postale Asset Management SA | 195,955 | $39.1M | 1.00% | −26,224−11.8% | Reduced |
| Junto Capital Management LP | 199,811 | $39.9M | 1.11% | −116,891−36.9% | Reduced |
| Senator Investment Group LP | 200,000 | $40.0M | 2.20% | +200,000 | New |
| Daiwa Securities Group Inc. | 154,732 | $40.1M | 0.28% | +11,270+7.9% | Added |
| Summitry LLC | 205,050 | $41.0M | 2.75% | +20,123+10.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 205,135 | $41.0M | 0.20% | −6,931−3.3% | Reduced |
| Creative Planning | 207,172 | $41.4M | 0.06% | +3,034+1.5% | Added |
| Texas Permanent School Fund | 208,483 | $41.7M | 0.41% | +66,403+46.7% | Added |
| Alta Park Capital, LP | 211,047 | $42.2M | 4.37% | −105,453−33.3% | Reduced |
| Natixis Investment Managers International | 214,150 | $42.8M | 3.23% | −39,499−15.6% | Reduced |
| TenCore Partners, LP | 214,380 | $42.8M | 12.38% | −8,585−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 214,602 | $42.9M | 0.34% | +31,588+17.3% | Added |