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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 3,621 | $723.4K | 0.20% | −361−9.1% | Reduced |
| Hilltop Holdings Inc. | 3,647 | $728.6K | 0.10% | −122−3.2% | Reduced |
| Seed Wealth Management, Inc. | 3,650 | $729.2K | 0.83% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,652 | $729.5K | 0.21% | −382−9.5% | Reduced |
| Arden Trust Co | 3,652 | $730.0K | 0.13% | +286+8.5% | Added |
| Silicon Valley Capital Partners | 3,662 | $731.6K | 0.15% | +1,044+39.9% | Added |
| Bordeaux Wealth Advisors LLC | 3,669 | $733.0K | 0.38% | +164+4.7% | Added |
| Central Bank & Trust Co | 3,670 | $733.2K | 0.13% | +87+2.4% | Added |
| Echo Street Capital Management LLC | 3,670 | $733.2K | 0.01% | −15,840−81.2% | Reduced |
| Seaport Global Advisors, LLC | 3,675 | $734.2K | 2.32% | +90+2.5% | Added |
| Credential Qtrade Securities Inc. | 3,689 | $737.0K | 0.05% | −906−19.7% | Reduced |
| Paradigm Financial Partners, LLC | 3,703 | $739.8K | 0.20% | +9+0.2% | Added |
| Atom Investors LP | 3,706 | $740.4K | 0.40% | +3,706 | New |
| PFG Investments, LLC | 3,709 | $741.0K | 0.15% | +3,709 | New |
| Ropes Wealth Advisors LLC | 3,716 | $742.4K | 0.13% | +27+0.7% | Added |
| Curbstone Financial Management Corp | 3,756 | $750.4K | 0.18% | 00.0% | Unchanged |
| Proequities, Inc. | 3,761 | $751.4K | 0.06% | −1,387−26.9% | Reduced |
| Fulcrum Capital LLC | 3,769 | $753.0K | 0.20% | +1,680+80.4% | Added |
| Riverview Trust Co | 3,777 | $754.6K | 0.69% | −192−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 3,796 | $758.4K | 0.19% | +110+3.0% | Added |
| Valley Brook Capital Group | 3,799 | $759.0K | 0.70% | +104+2.8% | Added |
| Symmetry Partners, LLC | 3,810 | $761.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,813 | $762.0K | 0.24% | −53−1.4% | Reduced |
| Focus Financial Network, Inc. | 3,815 | $762.2K | 0.05% | −75−1.9% | Reduced |
| Great Diamond Partners, LLC | 3,818 | $762.8K | 0.22% | +1,059+38.4% | Added |
| Avory & Company, LLC | 3,840 | $767.2K | 0.53% | +399+11.6% | Added |
| Pinnbrook Capital Management LP | 3,843 | $767.8K | 0.45% | +3,843 | New |
| HF Advisory Group, LLC | 3,844 | $768.0K | 0.68% | −44−1.1% | Reduced |
| Sky Investment Group LLC | 3,851 | $769.4K | 0.18% | −894−18.8% | Reduced |
| Calamos Wealth Management LLC | 3,853 | $769.8K | 0.06% | −3,921−50.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,857 | $770.6K | 0.03% | +1,766+84.5% | Added |
| Augustine Asset Management Inc | 3,868 | $772.7K | 0.38% | +23+0.6% | Added |
| High Net Worth Advisory Group LLC | 3,870 | $773.1K | 0.32% | −1,685−30.3% | Reduced |
| BFT Financial Group, LLC | 3,881 | $775.3K | 0.12% | +3,881 | New |
| Meridian Financial Partners LLC | 3,908 | $776.0K | 0.88% | +82+2.1% | Added |
| Avestar Capital, LLC | 3,892 | $777.5K | 0.16% | +107+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 3,900 | $779.1K | 0.25% | +3,900 | New |
| Midwest Financial Group LLC | 3,939 | $787.0K | 0.73% | +3,939 | New |
| Congress Wealth Management LLC | 3,942 | $787.8K | 0.02% | +72+1.9% | Added |
| Brady Family Wealth, LLC | 3,950 | $789.1K | 0.31% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,964 | $791.9K | 0.15% | −1,606−28.8% | Reduced |
| Ellevest, Inc. | 3,970 | $793.1K | 0.06% | +1,193+43.0% | Added |
| Strait & Sound Wealth Management LLC | 3,975 | $794.1K | 0.79% | −23−0.6% | Reduced |
| Regatta Capital Group, LLC | 6,021 | $798.4K | 0.28% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,997 | $798.5K | 0.51% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 4,000 | $799.1K | 0.18% | +4,000 | New |
| Harvest Fund Management Co., Ltd | 4,007 | $800.0K | 0.18% | +4,007 | New |
| Roman Butler Fullerton & Co | 4,221 | $804.8K | 0.40% | +2,674+172.9% | Added |
| HBK Sorce Advisory LLC | 4,031 | $805.3K | 0.04% | −4,165−50.8% | Reduced |
| Sage Rhino Capital LLC | 4,050 | $809.1K | 0.24% | +172+4.4% | Added |
| Israel Discount Bank of New York | 4,064 | $811.9K | 0.61% | −217−5.1% | Reduced |
| Romano Brothers and Company | 4,078 | $814.7K | 0.13% | −170−4.0% | Reduced |
| Cumberland Partners Ltd | 4,100 | $819.1K | 0.08% | +4,100 | New |
| RFG Advisory, LLC | 4,104 | $819.9K | 0.04% | −472−10.3% | Reduced |
| Jmac Enterprises LLC | 4,108 | $820.7K | 0.21% | +59+1.5% | Added |
| Oder Investment Management, LLC | 4,120 | $823.1K | 0.96% | +176+4.5% | Added |
| First United Bank Trust | 4,127 | $824.4K | 0.39% | −215−5.0% | Reduced |
| Tudor Investment Corp Et Al | 4,129 | $825.0K | 0.02% | −1,603−28.0% | Reduced |
| Chemistry Wealth Management LLC | 4,140 | $827.1K | 0.29% | +888+27.3% | Added |
| TCG Advisory Services, LLC | 4,153 | $829.7K | 0.17% | +4,153 | New |
| HM Payson & Co | 4,155 | $830.1K | 0.02% | +534+14.7% | Added |
| Texas Yale Capital Corp. | 4,163 | $831.7K | 0.04% | +80+2.0% | Added |
| Avitas Wealth Management LLC | 4,182 | $835.5K | 0.16% | +851+25.5% | Added |
| Cooper Financial Group | 4,187 | $836.5K | 0.23% | +764+22.3% | Added |
| Octavia Wealth Advisors, LLC | 4,193 | $837.7K | 0.19% | +77+1.9% | Added |
| AM Squared Ltd | 4,200 | $839.1K | 0.65% | −2,500−37.3% | Reduced |
| Lavaca Capital LLC | 5,000 | $839.9K | 0.20% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,248 | $848.7K | 0.42% | +120+2.9% | Added |
| Perennial Investment Advisors, LLC | 4,257 | $850.1K | 0.16% | +1,344+46.1% | Added |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.21% | 00.0% | Unchanged |
| Plancorp, LLC | 4,257 | $850.5K | 0.05% | +268+6.7% | Added |
| Investors Research Corp | 4,287 | $856.5K | 0.22% | −76−1.7% | Reduced |
| 626 Financial, LLC | 4,291 | $857.3K | 0.57% | +2,659+162.9% | Added |
| BFSG, LLC | 4,300 | $859.0K | 0.16% | +4,300 | New |
| Blueprint Investment Partners LLC | 4,303 | $859.7K | 0.20% | +4,303 | New |
| Cornerstone Wealth Management, LLC | 4,305 | $860.1K | 0.08% | +4,305 | New |
| CIC Wealth, LLC | 4,307 | $860.5K | 0.32% | −41−0.9% | Reduced |
| First Citizens Bank & Trust Co | 4,320 | $863.0K | 0.02% | +1,204+38.6% | Added |
| Great Lakes Retirement, Inc. | 4,330 | $865.1K | 0.16% | +313+7.8% | Added |
| ARS Wealth Advisors Group, LLC | 4,360 | $871.0K | 0.16% | −1,047−19.4% | Reduced |
| Interchange Capital Partners, LLC | 4,368 | $879.0K | 0.48% | +2,146+96.6% | Added |
| BigSur Wealth Management LLC | 4,400 | $879.0K | 0.41% | −600−12.0% | Reduced |
| Citizens Financial Group Inc | 4,426 | $884.2K | 0.03% | +704+18.9% | Added |
| 1st Source Bank | 4,428 | $884.6K | 0.06% | −215−4.6% | Reduced |
| FirstPurpose Wealth LLC | 4,445 | $888.0K | 0.44% | +788+21.5% | Added |
| Northstar Asset Management LLC | 4,469 | $892.8K | 0.26% | −1,248−21.8% | Reduced |
| Blueshift Asset Management, LLC | 4,475 | $894.0K | 0.37% | +4,475 | New |
| CWA Asset Management Group, LLC | 4,479 | $894.8K | 0.07% | −1,632−26.7% | Reduced |
| Sargent Investment Group, LLC | 4,560 | $896.0K | 0.24% | +45+1.0% | Added |
| Financial Architects, Inc | 4,495 | $898.1K | 0.14% | +33+0.7% | Added |
| Vista Private Wealth Partners. LLC | 4,550 | $898.2K | 0.40% | −10−0.2% | Reduced |
| Sentry Investment Management LLC | 4,504 | $900.0K | 0.37% | −846−15.8% | Reduced |
| M&R Capital Management Inc | 4,512 | $901.4K | 0.25% | +2,578+133.3% | Added |
| Nations Financial Group Inc, | 4,541 | $907.2K | 0.10% | −4,870−51.7% | Reduced |
| Tectonic Advisors LLC | 4,541 | $907.2K | 0.12% | −10.0% | Reduced |
| Western Pacific Wealth Management, LP | 4,545 | $908.0K | 0.69% | +53+1.2% | Added |
| Aft, Forsyth & Sober, LLC | 4,550 | $909.0K | 0.46% | −150−3.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 4,553 | $909.6K | 0.87% | −1,211−21.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,554 | $909.8K | 0.46% | +30+0.7% | Added |
| Mirabella Financial Services LLP | 4,556 | $910.2K | 0.19% | −14,125−75.6% | Reduced |