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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 2,194 | $438.3K | 0.45% | −9−0.4% | Reduced |
| Spotlight Asset Group, Inc. | 2,748 | $440.0K | 0.44% | +2,748 | New |
| Centurion Wealth Management LLC | 2,230 | $445.5K | 0.23% | +612+37.8% | Added |
| Prentice Wealth Management LLC | 2,230 | $445.5K | 0.21% | +132+6.3% | Added |
| WESPAC Advisors SoCal, LLC | 2,234 | $446.3K | 0.15% | −135−5.7% | Reduced |
| Stokes Family Office, LLC | 2,237 | $446.9K | 0.06% | −606−21.3% | Reduced |
| Garden State Investment Advisory Services LLC | 2,249 | $449.3K | 0.23% | +41+1.9% | Added |
| Greenwich Wealth Management LLC | 2,251 | $450.0K | 0.05% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,256 | $451.2K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 2,260 | $451.5K | 0.41% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,262 | $451.9K | 0.07% | −728−24.3% | Reduced |
| Prana Capital Management, LP | 2,263 | $452.1K | 0.04% | +2,263 | New |
| Lumature Wealth Partners, LLC | 2,272 | $453.9K | 0.25% | −525−18.8% | Reduced |
| Meridian Investment Counsel Inc. | 2,272 | $453.9K | 0.17% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,275 | $454.5K | 0.05% | −293−11.4% | Reduced |
| Hengehold Capital Management LLC | 2,275 | $454.5K | 0.06% | −50−2.2% | Reduced |
| Saiph Capital, LLC | 2,280 | $455.5K | 0.27% | +174+8.3% | Added |
| Gilbert & Cook, Inc. | 2,296 | $458.7K | 0.08% | +2,296 | New |
| Jaffetilchin Investment Partners, LLC | 2,298 | $459.1K | 0.05% | +31+1.4% | Added |
| Anchor Investment Management, LLC | 2,301 | $459.7K | 0.06% | −164−6.7% | Reduced |
| L2 Asset Management, LLC | 2,301 | $459.7K | 0.28% | +99+4.5% | Added |
| SageView Advisory Group, LLC | 2,308 | $461.1K | 0.03% | +136+6.3% | Added |
| Delphia (USA) Inc. | 2,311 | $461.8K | 0.57% | +731+46.3% | Added |
| First Financial Corp | 2,326 | $464.7K | 0.29% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,336 | $466.7K | 0.26% | +2,336 | New |
| Financial Insights, Inc. | 2,340 | $467.5K | 0.19% | +2,340 | New |
| Sonora Investment Management Group, LLC | 2,340 | $467.5K | 0.04% | −5−0.2% | Reduced |
| HighTower Trust Services, LTA | 2,703 | $468.1K | 0.05% | −290−9.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,349 | $469.3K | 0.28% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,349 | $469.3K | 0.11% | +89+3.9% | Added |
| Valmark Advisers, Inc. | 2,353 | $470.1K | 0.01% | +5+0.2% | Added |
| Virtue Capital Management, LLC | 2,467 | $472.4K | 0.08% | −1,016−29.2% | Reduced |
| Insight Advisors, LLC | 2,365 | $472.5K | 0.11% | −1,561−39.8% | Reduced |
| Roberts Glore & Co Inc | 2,372 | $473.9K | 0.16% | −386−14.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,375 | $474.5K | 0.15% | +436+22.5% | Added |
| Proficio Capital Partners LLC | 2,378 | $475.1K | 0.08% | +283+13.5% | Added |
| Circle Wealth Management, LLC | 2,388 | $477.1K | 0.07% | +9+0.4% | Added |
| Keel Point, LLC | 2,392 | $477.9K | 0.07% | +680+39.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,393 | $478.1K | 0.25% | +46+2.0% | Added |
| Solstein Capital, LLC | 2,401 | $479.7K | 0.42% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,411 | $481.7K | 0.00% | −532−18.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,411 | $481.7K | 0.05% | +104+4.5% | Added |
| Quent Capital, LLC | 2,421 | $482.3K | 0.08% | −157−6.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,416 | $484.0K | 0.40% | −300−11.0% | Reduced |
| Eads & Heald Wealth Management | 2,421 | $484.0K | 0.24% | −205−7.8% | Reduced |
| Parkside Advisors LLC | 2,423 | $484.4K | 0.16% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,426 | $484.7K | 0.10% | −2,934−54.7% | Reduced |
| Kozak & Associates, Inc. | 2,427 | $484.9K | 0.22% | +1,252+106.6% | Added |
| Essex Financial Services, Inc. | 2,429 | $485.3K | 0.05% | +220+10.0% | Added |
| Zacks Investment Management | 2,455 | $490.5K | 0.01% | +767+45.4% | Added |
| Sonata Capital Group Inc | 2,482 | $496.0K | 0.27% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,483 | $496.1K | 0.08% | −2,034−45.0% | Reduced |
| Simon Quick Advisors, LLC | 2,483 | $496.1K | 0.05% | −60−2.4% | Reduced |
| RAM Investment Partners, LLC | 2,486 | $496.7K | 0.27% | +91+3.8% | Added |
| Park National Corp | 2,487 | $496.9K | 0.02% | +5+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 2,492 | $497.9K | 0.02% | +142+6.0% | Added |
| IVC Wealth Advisors LLC | 2,493 | $498.1K | 0.35% | −9−0.4% | Reduced |
| Nwam LLC | 2,501 | $499.6K | 0.05% | −340−12.0% | Reduced |
| Key Financial Inc | 2,507 | $500.8K | 0.18% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,513 | $502.0K | 0.03% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,526 | $504.6K | 0.31% | +2,526 | New |
| Headinvest, LLC | 2,528 | $505.0K | 0.11% | −2,432−49.0% | Reduced |
| Commons Capital, LLC | 2,530 | $505.3K | 0.81% | −113−4.3% | Reduced |
| Consolidated Portfolio Review Corp | 2,542 | $507.8K | 0.14% | +2,542 | New |
| Aspen Wealth Strategies, LLC | 2,546 | $508.7K | 0.39% | +10+0.4% | Added |
| Perfromance Wealth Partners, LLC | 2,553 | $510.0K | 0.03% | +2,553 | New |
| Financial Advisory Service, Inc. | 2,566 | $512.6K | 0.06% | −63−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 2,568 | $513.0K | 0.04% | −583−18.5% | Reduced |
| AdvisorNet Financial, Inc | 2,582 | $515.8K | 0.05% | +184+7.7% | Added |
| Legacy Advisors, LLC | 2,597 | $518.8K | 0.10% | +363+16.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,599 | $519.1K | 0.15% | +51+2.0% | Added |
| Donoghue Forlines LLC | 2,600 | $519.4K | 0.19% | −277−9.6% | Reduced |
| Allred Capital Management, LLC | 2,608 | $521.0K | 0.28% | −42−1.6% | Reduced |
| Angeles Wealth Management, LLC | 2,624 | $524.2K | 0.08% | +467+21.7% | Added |
| Truadvice, LLC | 2,644 | $524.5K | 0.21% | +2,644 | New |
| Masso Torrence Wealth Management Inc. | 2,630 | $525.4K | 0.42% | −461−14.9% | Reduced |
| Rathbone Brothers plc | 2,655 | $530.4K | 0.01% | −125−4.5% | Reduced |
| True Capital Management | 2,672 | $533.8K | 0.37% | +39+1.5% | Added |
| Northern Oak Wealth Management Inc | 2,672 | $533.8K | 0.06% | −2,562−48.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,673 | $534.0K | 0.05% | −87−3.2% | Reduced |
| Dover Advisors, LLC | 2,674 | $534.2K | 0.51% | +97+3.8% | Added |
| Haverford Trust Co | 2,683 | $536.0K | 0.01% | +2,683 | New |
| Knuff & Co LLC | 2,690 | $537.4K | 0.21% | −2,470−47.9% | Reduced |
| Alta Advisers Ltd | 2,700 | $539.4K | 0.32% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,702 | $539.8K | 0.06% | −93−3.3% | Reduced |
| Evoke Wealth, LLC | 46,663 | $541.8K | 0.02% | +14,817+46.5% | Added |
| Olistico Wealth, LLC | 2,734 | $546.2K | 0.53% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,736 | $546.6K | 0.04% | −252−8.4% | Reduced |
| TSFG, LLC | 2,736 | $547.0K | 0.20% | −608−18.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,743 | $548.0K | 0.14% | +2,743 | New |
| Sumitomo Mitsui Financial Group, Inc. | 2,793 | $549.1K | 0.02% | +1,000+55.8% | Added |
| Hill Island Financial LLC | 2,834 | $549.3K | 0.22% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 2,753 | $550.0K | 0.47% | −67−2.4% | Reduced |
| Parkside Financial Bank & Trust | 2,765 | $552.4K | 0.15% | +313+12.8% | Added |
| Abbot Financial Management, Inc. | 2,768 | $553.0K | 0.37% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 2,770 | $553.4K | 1.72% | +1,760+174.3% | Added |
| Carret Asset Management, LLC | 2,775 | $554.0K | 0.08% | −64−2.3% | Reduced |
| Little House Capital LLC | 2,776 | $554.6K | 0.26% | +2,776 | New |
| Catalyst Private Wealth, LLC | 2,784 | $556.2K | 0.38% | −149−5.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,784 | $556.2K | 0.53% | −53−1.9% | Reduced |