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
- 2,182
- +197 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
- 346
- 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 |
|---|---|---|---|---|---|
| V2 Financial group LLC | 2,792 | $557.8K | 0.40% | +2+0.1% | Added |
| Kensington Investment Counsel, LLC | 2,809 | $561.2K | 0.42% | −189−6.3% | Reduced |
| Corton Capital Inc. | 2,811 | $561.6K | 0.39% | +1,109+65.2% | Added |
| EPIQ Capital Group, LLC | 2,815 | $562.4K | 0.30% | −3,053−52.0% | Reduced |
| S&CO Inc | 2,821 | $563.0K | 0.05% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,842 | $567.8K | 0.27% | +83+3.0% | Added |
| Janney Capital Management LLC | 2,850 | $569.0K | 0.04% | +24+0.8% | Added |
| Regal Investment Advisors LLC | 2,871 | $573.6K | 0.05% | +78+2.8% | Added |
| Cavalier Investments, LLC | 2,872 | $573.8K | 0.25% | −4,722−62.2% | Reduced |
| AlphaCore Capital LLC | 2,877 | $574.8K | 0.15% | +506+21.3% | Added |
| New World Advisors LLC | 2,888 | $577.0K | 0.22% | −346−10.7% | Reduced |
| FLC Capital Advisors | 2,896 | $578.6K | 0.18% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,909 | $581.2K | 0.40% | −2,000−40.7% | Reduced |
| Appleton Partners Inc | 2,916 | $583.0K | 0.05% | −139−4.5% | Reduced |
| GraniteShares Advisors LLC | 2,919 | $583.2K | 0.52% | −348−10.7% | Reduced |
| Tranquility Partners, LLC | 2,923 | $584.0K | 0.28% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $584.2K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,926 | $584.6K | 0.14% | +323+12.4% | Added |
| Sterling Investment Counsel, LLC | 2,929 | $585.2K | 0.35% | −134−4.4% | Reduced |
| Alpha Family Trust | 2,935 | $586.4K | 0.46% | 00.0% | Unchanged |
| Sonen Capital LLC | 2,945 | $588.4K | 1.00% | −1,216−29.2% | Reduced |
| Founders Financial Securities LLC | 2,962 | $591.7K | 0.09% | +122+4.3% | Added |
| Everhart Financial Group, Inc. | 2,967 | $592.7K | 0.27% | +2,967 | New |
| FineMark National Bank & Trust | 2,975 | $594.3K | 0.03% | −681−18.6% | Reduced |
| Kapstone Financial Advisors LLC | 3,072 | $596.0K | 0.54% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,995 | $598.3K | 0.26% | +527+21.4% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $599.3K | 0.12% | +3,000 | New |
| Ulysses Management LLC | 3,000 | $599.3K | 0.18% | +3,000 | New |
| BKD Wealth Advisors, LLC | 3,008 | $600.9K | 0.02% | −15−0.5% | Reduced |
| Financial Advisory Corp | 3,015 | $602.0K | 0.29% | +21+0.7% | Added |
| Malaga Cove Capital, LLC | 3,015 | $602.3K | 0.30% | +6+0.2% | Added |
| New Republic Capital, LLC | 3,025 | $604.3K | 0.46% | +408+15.6% | Added |
| Venturi Wealth Management, LLC | 3,029 | $605.1K | 0.05% | +208+7.4% | Added |
| Baron Wealth Management LLC | 3,049 | $609.1K | 0.43% | −10.0% | Reduced |
| World Equity Group, Inc. | 23,673 | $610.5K | 0.10% | +17,734+298.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,066 | $612.5K | 0.08% | +3,066 | New |
| McGlone Suttner Wealth Management, Inc. | 3,066 | $612.6K | 0.16% | +18+0.6% | Added |
| Vista Wealth Management Group, LLC | 3,069 | $613.1K | 0.07% | +346+12.7% | Added |
| Fort Point Capital Partners LLC | 3,078 | $614.9K | 0.10% | −261−7.8% | Reduced |
| Castleview Partners, LLC | 3,082 | $615.3K | 0.55% | −134−4.2% | Reduced |
| Magnolia Capital Advisors LLC | 3,081 | $615.5K | 0.32% | +244+8.6% | Added |
| Covenant Partners, LLC | 3,085 | $616.3K | 0.24% | +3,085 | New |
| Inscription Capital, LLC | 3,095 | $618.3K | 0.16% | +1,142+58.5% | Added |
| Drive Wealth Management, LLC | 3,105 | $620.3K | 0.26% | +985+46.5% | Added |
| Vigilare Wealth Management | 3,108 | $620.9K | 0.35% | −959−23.6% | Reduced |
| Dudley Capital Management, LLC | 3,112 | $621.7K | 0.44% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,120 | $623.3K | 0.72% | −325−9.4% | Reduced |
| InterOcean Capital Group, LLC | 3,123 | $623.9K | 0.02% | −53−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 3,133 | $625.9K | 0.15% | −1,427−31.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,137 | $626.7K | 0.13% | +304+10.7% | Added |
| Studio Investment Management LLC | 3,140 | $627.3K | 0.19% | −43−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 3,142 | $627.7K | 0.10% | −1,704−35.2% | Reduced |
| XML Financial, LLC | 3,157 | $630.7K | 0.08% | +26+0.8% | Added |
| Mayflower Financial Advisors, LLC | 3,158 | $630.9K | 0.08% | −24−0.8% | Reduced |
| Eastern Bank | 3,163 | $631.9K | 0.03% | −757−19.3% | Reduced |
| American National Bank | 3,185 | $636.3K | 0.12% | +50+1.6% | Added |
| DeDora Capital, Inc. | 3,189 | $637.1K | 0.27% | +688+27.5% | Added |
| Davis R M Inc | 3,195 | $638.0K | 0.02% | −81−2.5% | Reduced |
| Monetary Management Group Inc | 3,200 | $639.3K | 0.19% | 00.0% | Unchanged |
| Gabelli Funds LLC | 3,225 | $644.3K | 0.00% | +240+8.0% | Added |
| Bellecapital International Ltd. | 3,232 | $645.7K | 0.16% | +172+5.6% | Added |
| Marcum Wealth, LLC | 3,232 | $645.7K | 0.08% | +577+21.7% | Added |
| Stiles Financial Services Inc | 3,236 | $646.5K | 0.35% | −340−9.5% | Reduced |
| Clare Market Investments LLC | 3,242 | $647.7K | 0.27% | −3,358−50.9% | Reduced |
| Congress Park Capital LLC | 3,255 | $650.3K | 0.39% | −3,450−51.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,261 | $651.0K | 1.66% | +3,261 | New |
| Strata Wealth Advisors, LLC | 3,265 | $652.3K | 0.34% | 00.0% | Unchanged |
| Weil Company, Inc. | 3,274 | $654.1K | 0.30% | −763−18.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,289 | $657.0K | 0.01% | +3,289 | New |
| Staley Capital Advisers Inc | 3,287 | $657.0K | 0.04% | +337+11.4% | Added |
| Visionary Wealth Advisors | 3,298 | $658.9K | 0.06% | +301+10.0% | Added |
| Buckingham Strategic Wealth, LLC | 4,977 | $660.0K | 0.01% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,312 | $661.7K | 0.45% | +10.0% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $662.9K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,325 | $664.3K | 0.04% | −458−12.1% | Reduced |
| David Loasby | 3,453 | $664.9K | 0.08% | +343+11.0% | Added |
| Coppell Advisory Solutions LLC | 3,382 | $664.9K | 0.23% | +3,202+1,778.9% | Added |
| Coppell Advisory Solutions Corp. | 3,382 | $664.9K | 0.23% | +3,202+1,778.9% | Added |
| Viawealth, LLC | 3,339 | $667.1K | 0.53% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,357 | $670.7K | 0.09% | +1,606+91.7% | Added |
| Bowman & Co S.C. | 3,362 | $671.7K | 0.49% | +939+38.8% | Added |
| Principal Street Partners, LLC | 3,368 | $672.9K | 0.17% | +3,368 | New |
| Davenport & Co LLC | 3,381 | $675.5K | 0.01% | −113−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 3,395 | $678.3K | 0.06% | +225+7.1% | Added |
| ETF Managers Group, LLC | 3,398 | $678.9K | 0.02% | +50+1.5% | Added |
| Morse Asset Management, Inc | 3,417 | $683.0K | 0.23% | −1,340−28.2% | Reduced |
| Cascade Investment Group, Inc. | 3,423 | $683.8K | 0.67% | 00.0% | Unchanged |
| Platform Technology Partners | 3,447 | $688.6K | 0.34% | +167+5.1% | Added |
| Glenview Trust Co | 3,465 | $692.2K | 0.02% | +167+5.1% | Added |
| Monetta Financial Services Inc | 3,500 | $699.2K | 0.75% | +3,500 | New |
| Legacy Financial Advisors, Inc. | 3,507 | $700.6K | 0.14% | +1,228+53.9% | Added |
| Northstar Advisory Group, LLC | 3,518 | $702.8K | 0.53% | +3,518 | New |
| LCM Capital Management Inc | 3,535 | $706.2K | 0.62% | +148+4.4% | Added |
| Investment House LLC | 3,555 | $710.2K | 0.06% | −2,370−40.0% | Reduced |
| First National Bank | 3,567 | $712.6K | 0.61% | −3−0.1% | Reduced |
| Farther Finance Advisors, LLC | 3,581 | $715.4K | 0.21% | +2,311+182.0% | Added |
| First Foundation Advisors | 3,597 | $718.6K | 0.03% | −1,461−28.9% | Reduced |
| Duality Advisers, LP | 3,600 | $719.2K | 0.08% | −15,325−81.0% | Reduced |
| Kraematon Investment Advisors, Inc | 3,601 | $719.4K | 0.83% | −200−5.3% | Reduced |
| Allstate Corp | 3,613 | $721.8K | 0.05% | −39,730−91.7% | Reduced |