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; 2,492 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
- 2,183
- +198 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
- 347
- 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 583 | $116.5K | 0.01% | +483+483.0% | Added |
| West Oak Capital, LLC | 585 | $116.9K | 0.06% | +60+11.4% | Added |
| Blume Capital Management, Inc. | 600 | $119.9K | 0.04% | −100−14.3% | Reduced |
| Vestor Capital, LLC | 603 | $120.0K | 0.01% | −25−4.0% | Reduced |
| Manchester Capital Management LLC | 622 | $124.3K | 0.02% | +181+41.0% | Added |
| Optimum Investment Advisors | 635 | $126.9K | 0.07% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 639 | $127.7K | 0.10% | +639 | New |
| Beacon Capital Management, LLC | 652 | $130.3K | 0.04% | −398−37.9% | Reduced |
| CoreFirst Bank & Trust | 656 | $131.1K | 0.10% | −300−31.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 660 | $131.9K | 0.10% | −378−36.4% | Reduced |
| Versant Capital Management, Inc | 678 | $135.5K | 0.05% | −2−0.3% | Reduced |
| Baldwin Brothers Inc | 684 | $136.6K | 0.01% | +15+2.2% | Added |
| Arlington Partners LLC | 684 | $136.7K | 0.02% | +564+470.0% | Added |
| Wellington Shields & Co., LLC | 686 | $137.0K | 0.03% | −95−12.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686 | $137.0K | 0.00% | +8+1.2% | Added |
| City Holding Co | 697 | $139.2K | 0.03% | −151−17.8% | Reduced |
| Union Investments & Development Ltd. | 700 | $139.8K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 702 | $140.2K | 0.06% | +69+10.9% | Added |
| Itau Unibanco Holding S.A. | 708 | $141.4K | 0.01% | −910−56.2% | Reduced |
| Carmel Capital Partners, LLC | 708 | $141.4K | 0.08% | +708 | New |
| Financial Management Professionals, Inc. | 722 | $144.0K | 0.03% | +508+237.4% | Added |
| Core Alternative Capital | 733 | $146.4K | 0.02% | +14+1.9% | Added |
| Clear Street Markets LLC | 739 | $148.0K | 0.04% | −6,002−89.0% | Reduced |
| Resurgent Financial Advisors LLC | 758 | $151.4K | 0.10% | −1,163−60.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 778 | $155.4K | 0.10% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 792 | $158.2K | 0.02% | +421+113.5% | Added |
| West Paces Advisors Inc. | 799 | $159.6K | 0.05% | +24+3.1% | Added |
| Ofi Invest Asset Management | 37,271,756 | $186.6K | 0.96% | +37,271,756 | New |
| Hexagon Capital Partners LLC | 937 | $187.2K | 0.05% | −109−10.4% | Reduced |
| Stephens Investment Management Group LLC | 942 | $188.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 957 | $191.2K | 0.04% | +263+37.9% | Added |
| Capula Management Ltd | 958 | $191.4K | 0.02% | −115,022−99.2% | Reduced |
| Front Row Advisors LLC | 981 | $196.0K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 984 | $196.6K | 0.05% | +227+30.0% | Added |
| Sittner & Nelson, LLC | 992 | $198.2K | 0.11% | +36+3.8% | Added |
| Price Jennifer C. | 1,000 | $199.8K | 0.06% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,200 | $200.0K | 0.02% | −650−35.1% | Reduced |
| Thompson Investment Management, Inc. | 1,003 | $200.4K | 0.03% | +1,003 | New |
| ASB Consultores, LLC | 1,003 | $200.4K | 0.08% | +1,003 | New |
| Compton Capital Management Inc | 1,005 | $200.8K | 0.43% | −2,950−74.6% | Reduced |
| Northern Financial Advisors Inc | 1,725 | $201.6K | 0.19% | +1,725 | New |
| JB Capital LLC | 1,014 | $202.6K | 0.02% | +1,014 | New |
| Frisch Financial Group, Inc. | 1,014 | $203.0K | 0.08% | +1,014 | New |
| Clifford Swan Investment Counsel LLC | 1,017 | $203.2K | 0.01% | +1,017 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,018 | $203.4K | 0.10% | +1,018 | New |
| Sax Wealth Advisors, LLC | 1,022 | $204.2K | 0.04% | +1,022 | New |
| SFG Wealth Management, LLC. | 1,025 | $204.8K | 0.23% | +1,025 | New |
| Ancora Advisors, LLC | 1,028 | $205.4K | 0.01% | +16+1.6% | Added |
| Capital Asset Advisory Services LLC | 1,030 | $205.8K | 0.02% | −431−29.5% | Reduced |
| Summit X, LLC | 1,034 | $206.6K | 0.05% | +1,034 | New |
| Sigma Investment Counselors Inc | 1,038 | $207.4K | 0.02% | +1,038 | New |
| Castle Rock Wealth Management, LLC | 1,037 | $208.5K | 0.07% | +1,037 | New |
| Trellis Advisors, LLC | 1,046 | $209.0K | 0.10% | +1,046 | New |
| Endurance Wealth Management, Inc. | 1,047 | $209.0K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,048 | $209.4K | 0.02% | +1,048 | New |
| Lantz Financial LLC | 1,052 | $210.2K | 0.09% | +1,052 | New |
| DSC Advisors, L.P. | 1,054 | $210.6K | 0.40% | +1,054 | New |
| Three Bridge Wealth Advisors, LLC | 1,056 | $211.0K | 0.10% | +1,056 | New |
| NFP Retirement, Inc. | 1,058 | $211.4K | 0.04% | +1,058 | New |
| Gratus Capital LLC | 1,058 | $211.4K | 0.02% | +1,058 | New |
| Northeast Investment Management | 1,063 | $212.4K | 0.01% | +1,063 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $212.4K | 0.06% | +1,063 | New |
| Gill Capital Partners, LLC | 1,064 | $212.6K | 0.09% | +1,064 | New |
| Good Life Advisors, LLC | 1,068 | $213.4K | 0.03% | +1,068 | New |
| North Star Investment Management Corp. | 1,069 | $213.6K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,079 | $214.4K | 0.11% | +1,079 | New |
| MGO Private Wealth, LLC | 1,079 | $215.6K | 0.17% | +1,079 | New |
| WealthBridge Capital Management, LLC | 1,081 | $216.0K | 0.09% | +1,081 | New |
| Ziegler Capital Management, LLC | 1,084 | $216.6K | 0.01% | −40,158−97.4% | Reduced |
| JT Stratford LLC | 1,090 | $217.8K | 0.06% | −3,275−75.0% | Reduced |
| Account Management LLC | 1,090 | $217.8K | 0.28% | +1,090 | New |
| Epiq Partners, LLC | 1,091 | $218.0K | 0.15% | +1,091 | New |
| Windsor Group LTD | 1,138 | $218.0K | 0.04% | +1,138 | New |
| Holderness Investments Co | 1,092 | $218.2K | 0.09% | +1,092 | New |
| Balboa Wealth Partners | 1,095 | $218.8K | 0.08% | +1,095 | New |
| Belfer Management LLC | 1,096 | $219.0K | 5.67% | +1,096 | New |
| Dohj, LLC | 1,099 | $219.6K | 0.11% | +1,099 | New |
| Marathon Trading Investment Management LLC | 1,100 | $219.8K | 0.10% | −8,866−89.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 1,101 | $220.0K | 0.24% | +1,101 | New |
| Highview Capital Management LLC | 1,105 | $220.8K | 0.13% | −851−43.5% | Reduced |
| Oxford Financial Group Ltd | 1,106 | $221.0K | 0.02% | +1,106 | New |
| Smith Anglin Financial, LLC | 1,110 | $221.8K | 0.03% | +1,110 | New |
| Opes Wealth Management LLC | 1,111 | $222.0K | 0.07% | +1,111 | New |
| Landmark Financial Advisors, LLC | 1,112 | $222.2K | 0.10% | +1,112 | New |
| Channel Wealth LLC | 1,114 | $222.6K | 0.14% | +1,114 | New |
| Phillips Wealth Planners LLC | 1,127 | $222.9K | 0.29% | +1,127 | New |
| Aspen Grove Capital, LLC | 1,116 | $223.0K | 0.10% | +1,116 | New |
| Buffington Mohr McNeal | 1,116 | $223.0K | 0.05% | +1,116 | New |
| Capital Advisory Group Advisory Services, LLC | 1,121 | $224.0K | 0.13% | +1,121 | New |
| Yoder Wealth Management, Inc. | 1,122 | $224.2K | 0.19% | +1,122 | New |
| Gemmer Asset Management LLC | 1,124 | $224.6K | 0.03% | +1,124 | New |
| Forte Asset Management LLC | 1,125 | $224.8K | 0.15% | +1,125 | New |
| Peddock Capital Advisors, LLC | 1,129 | $225.6K | 0.08% | +1,129 | New |
| Westmount Partners, LLC | 1,132 | $226.2K | 0.10% | +1,132 | New |
| Choate Investment Advisors | 1,134 | $226.6K | 0.01% | +1,134 | New |
| SevenBridge Financial Group, LLC | 1,135 | $226.8K | 0.06% | +1,135 | New |
| Concord Wealth Partners | 1,136 | $226.9K | 0.06% | −537−32.1% | Reduced |
| EP Wealth Advisors, LLC | 2,005 | $227.6K | 0.00% | −10,009−83.3% | Reduced |
| Ignite Planners, LLC | 1,191 | $228.1K | 0.09% | +1,191 | New |
| Vawter Financial, Ltd. | 1,143 | $228.3K | 0.23% | +1,143 | New |