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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 1,718 | $343.2K | 0.11% | +62+3.7% | Added |
| Bigelow Investment Advisors, LLC | 1,722 | $344.0K | 0.20% | +5+0.3% | Added |
| Aptus Capital Advisors, LLC | 1,726 | $344.8K | 0.01% | −8,920−83.8% | Reduced |
| First Capital Advisors Group, LLC. | 1,742 | $348.0K | 0.22% | −8−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,748 | $349.2K | 0.11% | +15+0.9% | Added |
| ICA Group Wealth Management, LLC | 1,748 | $349.2K | 0.08% | −75−4.1% | Reduced |
| Twin Focus Capital Partners, LLC | 1,751 | $349.8K | 0.07% | −169−8.8% | Reduced |
| SlateStone Wealth, LLC | 1,756 | $351.0K | 0.07% | +1,756 | New |
| Patron Partners Advisors, LLC | 1,757 | $351.0K | 0.26% | −126−6.7% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $351.6K | 0.53% | 00.0% | Unchanged |
| Inceptionr LLC | 1,762 | $352.0K | 0.11% | +1,762 | New |
| Accel Wealth Management | 1,765 | $352.6K | 0.14% | −100−5.4% | Reduced |
| Group One Trading, L.P. | 1,766 | $352.8K | 0.02% | −110,529−98.4% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,768 | $353.2K | 0.23% | −526−22.9% | Reduced |
| Delta Financial Advisors LLC | 1,775 | $354.6K | 0.17% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 1,793 | $358.2K | 0.03% | +10+0.6% | Added |
| AMG National Trust Bank | 1,795 | $358.6K | 0.01% | −195−9.8% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $359.6K | 0.10% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 1,813 | $362.2K | 0.33% | +1,813 | New |
| Andesa Financial Management Inc. | 5,003 | $362.2K | 0.19% | +2,484+98.6% | Added |
| Lineweaver Wealth Advisors, LLC | 1,827 | $365.0K | 0.11% | −176−8.8% | Reduced |
| Strategic Investment Advisors | 1,829 | $365.4K | 0.07% | +282+18.2% | Added |
| Headlands Technologies LLC | 1,832 | $366.0K | 0.24% | +1,832 | New |
| WNY Asset Management, LLC | 1,832 | $366.0K | 0.09% | −50−2.7% | Reduced |
| Worth Financial Advisory Group, LLC | 1,834 | $366.4K | 0.35% | +39+2.2% | Added |
| Eudaimonia Partners, LLC | 1,841 | $367.8K | 0.09% | −74−3.9% | Reduced |
| Kula Investments, LLC | 1,851 | $369.8K | 0.09% | −4,090−68.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,851 | $369.8K | 0.14% | −1,157−38.5% | Reduced |
| Avalon Trust Co | 1,856 | $370.8K | 0.04% | +1,856 | New |
| Pinnacle Bancorp, Inc. | 1,860 | $371.6K | 0.14% | −50−2.6% | Reduced |
| Ssi Investment Management LLC | 1,864 | $372.4K | 0.03% | −485−20.6% | Reduced |
| Peterson Wealth Services | 1,864 | $372.4K | 0.19% | −136−6.8% | Reduced |
| Machina Capital S.A.S. | 1,865 | $372.6K | 0.33% | +122+7.0% | Added |
| Karani Asset Management LLC | 1,869 | $373.4K | 0.40% | −1,865−49.9% | Reduced |
| IFG Advisory, LLC | 1,869 | $373.4K | 0.03% | −24−1.3% | Reduced |
| Naples Global Advisors, LLC | 1,873 | $374.2K | 0.05% | −36−1.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,876 | $374.8K | 0.23% | +1,876 | New |
| Colonial River Wealth Management, LLC | 1,879 | $375.4K | 0.22% | −44−2.3% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $375.6K | 0.21% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,953 | $375.7K | 0.17% | −201−9.3% | Reduced |
| Chemung Canal Trust Co | 1,886 | $376.8K | 0.09% | −475−20.1% | Reduced |
| Mondrian Investment Partners LTD | 1,887 | $377.0K | 0.01% | +711+60.5% | Added |
| Jeppson Wealth Management, LLC | 1,889 | $377.4K | 0.16% | +67+3.7% | Added |
| Copperleaf Capital, LLC | 1,891 | $377.8K | 0.38% | −103−5.2% | Reduced |
| Silverlake Wealth Management LLC | 1,893 | $378.2K | 0.23% | −48−2.5% | Reduced |
| Winthrop Advisory Group LLC | 1,896 | $378.8K | 0.07% | −375−16.5% | Reduced |
| Chiron Capital Management, LLC | 1,900 | $379.6K | 0.26% | −300−13.6% | Reduced |
| D.B. Root & Company, LLC | 1,902 | $380.0K | 0.15% | −1,063−35.9% | Reduced |
| Synergy Financial Group, LTD | 1,916 | $382.8K | 0.62% | +16+0.8% | Added |
| Beaumont Financial Advisors, LLC | 1,923 | $384.2K | 0.04% | +142+8.0% | Added |
| Pine Haven Investment Counsel, Inc | 1,930 | $385.6K | 0.40% | +100+5.5% | Added |
| Hyperion Capital Advisors LP | 1,934 | $386.4K | 0.19% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,935 | $386.6K | 0.06% | −142−6.8% | Reduced |
| Kerrisdale Advisers, LLC | 1,955 | $390.6K | 0.12% | −11,425−85.4% | Reduced |
| Vantage Consulting Group Inc | 1,964 | $392.4K | 0.22% | −652−24.9% | Reduced |
| Syntax Advisors, LLC | 1,964 | $392.4K | 0.30% | −652−24.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,967 | $393.0K | 0.09% | +1,967 | New |
| Berger Financial Group, Inc | 1,967 | $393.0K | 0.05% | +1,967 | New |
| Barings LLC | 1,981 | $395.8K | 0.01% | −2,501−55.8% | Reduced |
| Prelude Capital Management, LLC | 1,984 | $396.4K | 0.03% | −686−25.7% | Reduced |
| Kavar Capital Partners Group, LLC | 1,993 | $398.2K | 0.09% | −100−4.8% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $399.6K | 0.07% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 2,000 | $399.6K | 0.17% | +2,000 | New |
| Provence Wealth Management Group | 2,006 | $400.8K | 0.27% | +2,006 | New |
| SkyView Investment Advisors, LLC | 2,024 | $404.0K | 0.09% | +22+1.1% | Added |
| Truvestments Capital LLC | 2,029 | $405.4K | 0.22% | −513−20.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,034 | $406.4K | 0.13% | −17−0.8% | Reduced |
| Blue Fin Capital, Inc. | 2,116 | $407.1K | 0.13% | −27−1.3% | Reduced |
| Kennedy Investment Group | 2,045 | $408.6K | 0.25% | −395−16.2% | Reduced |
| Encompass Wealth Advisors, LLC | 2,047 | $408.9K | 0.14% | −38−1.8% | Reduced |
| Synergy Financial Management, LLC | 2,061 | $411.7K | 0.10% | −126−5.8% | Reduced |
| Strategy Asset Managers LLC | 2,064 | $412.3K | 0.10% | +237+13.0% | Added |
| Vise Technologies, Inc. | 2,072 | $413.9K | 0.11% | +427+26.0% | Added |
| Adviser Investments LLC | 2,073 | $414.1K | 0.01% | −891−30.1% | Reduced |
| Perennial Advisors, LLC | 2,076 | $414.7K | 0.12% | +2,076 | New |
| Valley National Advisers Inc | 2,129 | $415.0K | 0.07% | +132+6.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,099 | $415.0K | 0.01% | +1,380+191.9% | Added |
| BOK Financial Private Wealth, Inc. | 2,081 | $415.7K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,082 | $415.9K | 0.20% | +431+26.1% | Added |
| Silver Oak Securities, Inc | 2,087 | $417.0K | 0.07% | −57−2.7% | Reduced |
| Journey Strategic Wealth LLC | 2,091 | $417.7K | 0.04% | +518+32.9% | Added |
| Redwood Investments, LLC | 2,094 | $418.3K | 0.05% | −114−5.2% | Reduced |
| Bremer Bank National Association | 2,101 | $419.7K | 0.08% | −105−4.8% | Reduced |
| Collective Family Office LLC | 2,101 | $419.7K | 0.17% | −23−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 2,105 | $420.5K | 0.05% | −351−14.3% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 2,105 | $420.5K | 1.17% | +2,105 | New |
| Intrua Financial, LLC | 2,087 | $421.2K | 0.09% | −382−15.5% | Reduced |
| Salvus Wealth Management, LLC | 2,119 | $423.3K | 0.34% | +299+16.4% | Added |
| Tolleson Wealth Management, Inc. | 2,129 | $425.0K | 0.11% | −500−19.0% | Reduced |
| Amussen Hunsaker Associates LLC | 2,134 | $426.4K | 0.11% | −129−5.7% | Reduced |
| Austin Private Wealth, LLC | 2,136 | $426.7K | 0.07% | +263+14.0% | Added |
| Garner Asset Management Corp | 2,144 | $428.0K | 0.20% | +100+4.9% | Added |
| Cim Investment Mangement Inc | 2,149 | $429.3K | 0.16% | −2,717−55.8% | Reduced |
| Waterloo Capital, L.P. | 2,153 | $430.1K | 0.13% | +2,153 | New |
| SOA Wealth Advisors, LLC. | 2,154 | $430.3K | 0.11% | −110−4.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,161 | $432.0K | 0.18% | +2,161 | New |
| Angeles Investment Advisors, LLC | 2,169 | $433.3K | 0.04% | +160+8.0% | Added |
| Smithfield Trust Co | 2,179 | $435.0K | 0.03% | −942−30.2% | Reduced |
| Sage Mountain Advisors LLC | 2,186 | $436.7K | 0.07% | +652+42.5% | Added |
| Sustainable Insight Capital Management, LLC | 2,192 | $437.9K | 0.44% | +441+25.2% | Added |