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Livermore
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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.

Institutional holdersQ1 2023: 2,183 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2023: $153.3B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2022.

Institutions holding CRM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hartford Funds Management Co LLC1,392$278.1K0.03%+1,392New
Adirondack Trust Co1,395$278.7K0.14%+16+1.2%Added
Gyroscope Capital Management Group, LLC1,400$279.7K0.07%+1,400New
Dorchester Wealth Management Co1,400$279.7K0.06%+1,400New
Eisler Capital (US) LLC1,402$280.1K0.14%+1,402New
West Family Investments, Inc.1,403$280.3K0.11%+1,403New
SPC Financial, Inc.1,406$280.9K0.03%+1,406New
Banco de Sabadell, S.A1,420$281.0K0.23%+520+57.8%Added
Essex LLC2,128$282.2K0.09%00.0%Unchanged
Trustmark National Bank Trust Department1,415$282.7K0.03%−515−26.7%Reduced
Cobblestone Capital Advisors LLC1,417$283.1K0.02%+1,417New
Cypress Capital Management LLC (WY)1,420$283.7K0.33%00.0%Unchanged
RNC Capital Management LLC1,429$285.0K0.02%−120−7.7%Reduced
Enterprise Financial Services Corp1,430$285.7K0.19%+1,430New
Lodestar Private Asset Management LLC1,433$286.3K0.05%+1,433New
True North Advisors, LLC1,435$286.6K0.08%+1,435New
Mather Group, LLC.1,440$287.7K0.01%+1,440New
High Note Wealth, LLC1,441$287.9K0.12%+1,441New
Magnus Financial Group LLC1,443$288.3K0.04%−335−18.8%Reduced
Frank, Rimerman Advisors LLC1,444$288.5K0.08%+1,444New
Tobam1,446$289.0K0.02%+740+104.8%Added
Grandfield & Dodd, LLC1,448$289.4K0.02%+1,448New
Arcadia Investment Management Corp1,450$289.7K0.06%+422+41.1%Added
Tufton Capital Management1,450$289.7K0.06%+1,450New
Addison Advisors LLC1,450$289.7K0.16%+1,085+297.3%Added
Warren Averett Asset Management, LLC1,461$291.8K0.02%−249−14.6%Reduced
Lake Street Financial LLC1,461$291.9K0.05%−87−5.6%Reduced
TCI Wealth Advisors, Inc.1,461$291.9K0.04%−65−4.3%Reduced
Waddell & Associates, LLC1,462$292.1K0.05%+1,462New
Main Street Financial Solutions, LLC1,466$292.9K0.04%+1,466New
Lee Danner & Bass Inc1,471$294.0K0.03%+1,471New
Marino, Stram & Associates LLC1,474$294.5K0.09%−38−2.5%Reduced
Paladin Advisory Group, LLC1,474$294.5K0.24%+1,474New
Nichols & Pratt Advisers LLP1,480$295.7K0.02%+1,480New
Continuum Advisory, LLC1,482$296.1K0.05%+1,482New
Clarity Wealth Advisors, LLC1,488$297.3K0.15%+1,488New
Liberty Wealth Management LLC1,523$298.7K0.06%+1,523New
Smith, Moore & Co.1,499$299.5K0.04%+1,499New
Aristotle Atlantic Partners, LLC1,500$299.7K0.02%+1,500New
Semus Wealth Partners LLC1,501$299.9K0.32%−102−6.4%Reduced
Wayfinding Financial, LLC1,503$300.0K0.23%−139−8.5%Reduced
Sitrin Capital Management LLC1,502$300.1K0.18%−16−1.1%Reduced
Mengis Capital Management, Inc.1,510$301.7K0.06%00.0%Unchanged
Retirement Income Solutions, Inc1,510$301.7K0.09%+1,510New
King Wealth1,512$302.0K0.07%−2,000−56.9%Reduced
Canton Hathaway, LLC1,513$302.0K0.10%00.0%Unchanged
Childress Capital Advisors, LLC1,515$302.7K0.13%−523−25.7%Reduced
Meeder Asset Management Inc1,518$303.3K0.02%+1,518New
RiverGlades Family Offices LLC1,525$304.7K0.28%−1,600−51.2%Reduced
Farmers & Merchants Investments Inc1,530$305.7K0.01%+41+2.8%Added
Waters Parkerson & Co., LLC1,531$306.0K0.02%+9+0.6%Added
Pathway Financial Advisors LLC1,532$306.1K0.10%00.0%Unchanged
JNBA Financial Advisors1,533$306.3K0.04%−3−0.2%Reduced
Geller Advisors LLC1,533$306.3K0.05%+1,533New
Argonautica Private Wealth Management, Inc1,536$306.9K0.15%00.0%Unchanged
Ironwood Investment Counsel, LLC1,546$308.9K0.07%+1,546New
Waypoint Wealth Partners Inc.1,546$308.9K0.11%+1+0.1%Added
Jackson, Grant Investment Advisers, Inc.1,560$311.7K0.15%+22+1.4%Added
American State Bank (Iowa)1,561$311.9K0.23%+596+61.8%Added
Benjamin Edwards Inc1,569$313.0K0.08%+509+48.0%Added
Well Done, LLC1,569$313.5K0.07%+33+2.1%Added
DC Investments Management, LLC1,573$314.3K0.37%+1,573New
Hemenway Trust Co LLC1,585$316.7K0.03%−386−19.6%Reduced
Zullo Investment Group, Inc.1,590$317.6K0.20%+91+6.1%Added
Relyea Zuckerberg Hanson LLC1,592$318.1K0.08%+1,592New
Gordian Capital Singapore Pte Ltd1,592$319.0K0.54%+550+52.8%Added
First Heartland Consultants, Inc.1,599$319.4K0.05%−83−4.9%Reduced
Gradient Investments LLC1,606$320.8K0.01%−1,239−43.6%Reduced
Hyperion Partners, LLC1,608$321.2K0.29%00.0%Unchanged
Sovereign Financial Group, Inc.1,609$321.4K0.12%−9−0.6%Reduced
Nicholas Hoffman & Company, LLC.1,611$321.8K0.03%+1,611New
Brio Consultants, LLC1,616$322.8K0.06%+1,616New
Weybosset Research & Management LLC1,615$323.0K0.12%+40+2.5%Added
Barden Capital Management, Inc.1,622$324.0K0.31%−2,493−60.6%Reduced
Capital Performance Advisors LLP1,623$324.2K0.17%+23+1.4%Added
Salem Investment Counselors Inc1,623$324.3K0.01%−14,633−90.0%Reduced
Cerro Pacific Wealth Advisors LLC1,624$324.4K0.18%−75−4.4%Reduced
IFP Advisors, Inc4,848$325.5K0.02%−8,253−63.0%Reduced
Americana Partners, LLC1,630$325.6K0.05%+1,630New
Future Fund LLC1,640$327.6K1.07%−272−14.2%Reduced
Private Advisory Group LLC1,643$328.2K0.07%+1,643New
Csenge Advisory Group1,647$329.0K0.02%+1,647New
Modera Wealth Management, LLC1,650$329.6K0.01%−105−6.0%Reduced
WMS Partners, LLC1,650$329.6K0.03%−70−4.1%Reduced
New Jersey Better Educational Savings Trust1,656$330.8K0.89%00.0%Unchanged
Apexium Financial, LP1,658$331.3K0.03%00.0%Unchanged
Johnson Financial Group, Inc.1,661$331.8K0.02%+1,181+246.0%Added
TCWP LLC1,670$333.6K0.06%−879−34.5%Reduced
Alliance Wealth Advisors, LLC1,670$333.6K0.25%−88−5.0%Reduced
Pacific Sage Partners, LLC1,670$333.6K0.11%+22+1.3%Added
Peninsula Wealth, LLC1,673$334.2K0.10%−119−6.6%Reduced
MONECO Advisors, LLC1,680$335.6K0.10%+102+6.5%Added
Cedar Wealth Management, LLC1,691$337.8K0.14%+217+14.7%Added
Ausdal Financial Partners, Inc.1,696$338.8K0.05%−467−21.6%Reduced
National Wealth Management Group, LLC1,681$339.2K0.39%+1,681New
Koss-Olinger Consulting, LLC1,702$340.0K0.04%+1,702New
Revolve Wealth Partners, LLC1,711$341.8K0.09%−137−7.4%Reduced
Private Portfolio Partners LLC1,711$341.8K0.09%−36−2.1%Reduced
Convergence Investment Partners, LLC1,717$343.0K0.20%+1,717New
Soltis Investment Advisors LLC1,718$343.1K0.04%−44−2.5%Reduced