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 |
|---|---|---|---|---|---|
| First Growth Investment Manager LP | 1,150 | $229.7K | 0.43% | +1,150 | New |
| Inspirion Wealth Advisors, LLC | 1,154 | $230.5K | 0.05% | +1,154 | New |
| Apriem Advisors | 1,155 | $230.7K | 0.04% | +1,155 | New |
| Cornerstone Advisory, LLC | 1,159 | $231.5K | 0.04% | +1,159 | New |
| WBH Advisory Inc | 1,162 | $232.1K | 0.03% | +1,162 | New |
| Emfo, LLC | 1,163 | $232.3K | 0.22% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,164 | $232.5K | 0.01% | +1,164 | New |
| McDaniel Terry & Co | 1,165 | $233.0K | 0.03% | −511−30.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,172 | $234.1K | 0.01% | −3,878−76.8% | Reduced |
| PFG Advisors | 1,172 | $234.1K | 0.02% | +1,172 | New |
| Princeton Capital Management LLC | 1,173 | $234.3K | 0.10% | +1,173 | New |
| LexAurum Advisors, LLC | 1,173 | $234.3K | 0.08% | +1,173 | New |
| Financial Partners Group, Inc | 1,176 | $234.9K | 0.05% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,177 | $235.0K | 0.42% | +1,177 | New |
| Evolutionary Tree Capital Management, LLC | 1,180 | $235.7K | 0.33% | +1,180 | New |
| City State Bank | 1,182 | $236.0K | 0.14% | −250−17.5% | Reduced |
| D'Orazio & Associates, Inc. | 1,188 | $237.3K | 0.06% | +1,188 | New |
| Klingenstein Fields & Co LP | 1,189 | $237.5K | 0.01% | +1,189 | New |
| Indiana Trust & Investment Management CO | 1,189 | $237.5K | 0.13% | +1,189 | New |
| Five Oceans Advisors | 1,189 | $237.5K | 0.15% | +1,189 | New |
| JJJ Advisors Inc. | 1,223 | $238.1K | 0.07% | +107+9.6% | Added |
| Glassman Wealth Services | 1,194 | $238.5K | 0.04% | +315+35.8% | Added |
| Successful Portfolios LLC | 1,197 | $239.1K | 0.15% | +1,197 | New |
| Abacus Planning Group, Inc. | 1,199 | $239.5K | 0.06% | +1,199 | New |
| Reuter James Wealth Management, LLC | 1,199 | $239.5K | 0.17% | +1,199 | New |
| Deltec Asset Management LLC | 1,200 | $239.7K | 0.06% | −9,300−88.6% | Reduced |
| Clear Creek Financial Management, LLC | 1,203 | $240.3K | 0.05% | +1,203 | New |
| JSF Financial, LLC | 1,203 | $240.3K | 0.09% | +1,203 | New |
| Oakworth Capital, Inc. | 1,204 | $240.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,205 | $240.7K | 0.05% | +696+136.7% | Added |
| Beacon Financial Advisory LLC | 1,206 | $240.9K | 0.15% | +1,206 | New |
| Werlinich Asset Management, LLC | 1,208 | $241.3K | 0.21% | +1,208 | New |
| Journey Advisory Group, LLC | 1,208 | $241.3K | 0.04% | +1,208 | New |
| Formidable Asset Management, LLC | 1,235 | $243.0K | 0.05% | +1,235 | New |
| Lion Street Advisors, LLC | 1,222 | $244.1K | 0.08% | +29+2.4% | Added |
| Terry L. Blaker | 1,223 | $244.3K | 0.02% | +1,223 | New |
| Lakeview Capital Partners, LLC | 1,201 | $244.4K | 0.08% | −41−3.3% | Reduced |
| Heritage Wealth Advisors | 1,225 | $244.7K | 0.01% | −104−7.8% | Reduced |
| Centric Wealth Management | 1,226 | $244.9K | 0.11% | +1,226 | New |
| Capital Planning Advisors, LLC | 1,228 | $245.3K | 0.05% | +1,228 | New |
| Morris Retirement Advisors, LLC | 1,228 | $245.3K | 0.18% | +1,228 | New |
| FFT Wealth Management LLC | 1,233 | $246.3K | 0.03% | +1,233 | New |
| Accurate Wealth Management, LLC | 1,290 | $246.9K | 0.09% | −2,150−62.5% | Reduced |
| Forte Capital LLC | 1,236 | $246.9K | 0.04% | +1,236 | New |
| Bedel Financial Consulting, Inc. | 1,242 | $248.1K | 0.06% | +1,242 | New |
| Klingman & Associates, LLC | 1,246 | $248.9K | 0.02% | +1,246 | New |
| Delta Investment Management, LLC | 1,247 | $249.1K | 0.07% | +1,247 | New |
| Beaton Management Co. Inc. | 1,250 | $250.0K | 0.17% | +1,250 | New |
| Private Capital Management LLC | 1,259 | $251.5K | 0.08% | +1,259 | New |
| Element Wealth, LLC | 1,260 | $251.7K | 0.19% | +1,260 | New |
| West Michigan Advisors, LLC | 1,262 | $252.1K | 0.14% | +1,262 | New |
| Jacobsen Capital Management | 1,274 | $254.5K | 0.14% | +1,274 | New |
| Stevens Capital Management LP | 1,277 | $255.0K | 0.06% | +1,277 | New |
| J. Goldman & Co LP | 1,277 | $255.1K | 0.01% | −3,855−75.1% | Reduced |
| Fort Sheridan Advisors LLC | 1,283 | $256.3K | 0.07% | +1,283 | New |
| Traynor Capital Management, Inc. | 1,284 | $256.5K | 0.04% | −117−8.4% | Reduced |
| Mattern Wealth Management LLC | 1,285 | $256.7K | 0.08% | +1,285 | New |
| Curi Capital | 1,289 | $257.5K | 0.04% | +1,289 | New |
| Silvercrest Asset Management Group LLC | 1,290 | $257.7K | 0.00% | +1,290 | New |
| AllSquare Wealth Management LLC | 1,296 | $258.9K | 0.17% | +250+23.9% | Added |
| Ridgewood Investments LLC | 1,299 | $259.4K | 0.16% | +1,299 | New |
| Harvest Management LLC | 1,300 | $259.7K | 0.24% | +1,300 | New |
| Camelot Portfolios, LLC | 1,305 | $260.8K | 0.18% | −1,882−59.1% | Reduced |
| LJI Wealth Management, LLC | 1,313 | $262.3K | 0.08% | −321−19.6% | Reduced |
| Creative Financial Designs Inc | 1,313 | $262.3K | 0.03% | +26+2.0% | Added |
| Verdence Capital Advisors LLC | 1,321 | $263.9K | 0.03% | +1,321 | New |
| Hoylecohen, LLC | 1,321 | $263.9K | 0.02% | −18,048−93.2% | Reduced |
| First National Bank Sioux Falls | 1,324 | $264.5K | 0.18% | +1,324 | New |
| Wilson & Boucher Capital Management, LLC | 1,325 | $264.7K | 0.25% | +1,325 | New |
| LaSalle St. Investment Advisors, LLC | 1,331 | $265.0K | 0.12% | +1,331 | New |
| Elgethun Capital Management | 1,339 | $265.3K | 0.08% | +1,339 | New |
| Consolidated Capital Management, LLC | 1,329 | $265.5K | 0.14% | +1,329 | New |
| Avenue 1 Advisors, LLC | 1,334 | $266.5K | 0.14% | +1,334 | New |
| Wealth Dimensions Group, Ltd. | 1,334 | $266.6K | 0.10% | +1,334 | New |
| TBH Global Asset Management, LLC | 1,337 | $267.2K | 0.06% | +1,337 | New |
| Resonant Capital Advisors, LLC | 1,339 | $267.5K | 0.03% | −254−15.9% | Reduced |
| Advus Financial Partners, LLC | 1,339 | $267.5K | 0.11% | +1,339 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,340 | $268.0K | 0.34% | +1,340 | New |
| Toth Financial Advisory Corp | 1,342 | $268.1K | 0.04% | +1,342 | New |
| Halbert Hargrove Global Advisors, LLC | 1,342 | $268.1K | 0.02% | +1,342 | New |
| Berkeley Capital Partners, LLC | 1,344 | $268.5K | 0.10% | +1,344 | New |
| Powers Advisory Group, LLC | 1,345 | $268.7K | 0.19% | +1,345 | New |
| McDonald Partners LLC | 1,350 | $269.7K | 0.09% | −468−25.7% | Reduced |
| Advisor Resource Council | 1,429 | $269.9K | 0.07% | +1,429 | New |
| CNB Bank | 1,355 | $270.7K | 0.16% | −3−0.2% | Reduced |
| GFG Capital, LLC | 4,375 | $271.5K | 0.06% | +2,327+113.6% | Added |
| Somerset Group LLC | 1,360 | $271.7K | 0.24% | +1,360 | New |
| Arvest Trust Co N A | 1,362 | $272.1K | 0.02% | +1,362 | New |
| Ewa, LLC | 1,352 | $272.8K | 0.20% | +1,352 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,371 | $273.9K | 0.03% | +1,371 | New |
| Ten Capital Wealth Advisors, LLC | 1,375 | $274.7K | 0.09% | +1,296+1,640.5% | Added |
| Tradition Wealth Management, LLC | 1,375 | $275.0K | 0.03% | −162−10.5% | Reduced |
| Golden State Equity Partners | 1,378 | $275.3K | 0.15% | +1,378 | New |
| Curated Wealth Partners LLC | 1,385 | $276.7K | 0.06% | +1,385 | New |
| Opal Wealth Advisors, LLC | 1,385 | $276.7K | 0.16% | +1,385 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,389 | $277.5K | 0.15% | +1,389 | New |
| Evermay Wealth Management LLC | 1,389 | $277.5K | 0.06% | −260−15.8% | Reduced |
| IFG Advisors, LLC | 1,390 | $277.7K | 0.11% | +1,390 | New |
| Knollwood Investment Advisory, LLC | 1,391 | $277.9K | 0.10% | +1,391 | New |
| Joel Isaacson & Co., LLC | 1,391 | $277.9K | 0.02% | +1,391 | New |