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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 12,616 | $2.53M | 0.23% | +3,473+38.0% | Added |
| J.W. Cole Advisors, Inc. | 12,619 | $2.52M | 0.18% | −1,038−7.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $2.52M | 0.16% | 00.0% | Unchanged |
| Connable Office Inc | 12,602 | $2.52M | 0.37% | −42−0.3% | Reduced |
| Wealth Alliance | 12,506 | $2.50M | 0.40% | +4,400+54.3% | Added |
| Red Door Wealth Management, LLC | 12,396 | $2.48M | 0.78% | +195+1.6% | Added |
| Executive Wealth Management, LLC | 12,340 | $2.47M | 0.27% | −326−2.6% | Reduced |
| Wahed Invest LLC | 12,338 | $2.46M | 1.07% | −157−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,321 | $2.46M | 0.13% | −776−5.9% | Reduced |
| Enterprise Bank & Trust Co | 12,298 | $2.46M | 1.06% | +221+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,253 | $2.45M | 0.21% | +1,738+16.5% | Added |
| Ameritas Investment Partners, Inc. | 12,201 | $2.44M | 0.10% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 12,197 | $2.44M | 0.58% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 12,129 | $2.42M | 0.49% | +1,120+10.2% | Added |
| Coldstream Capital Management Inc | 12,100 | $2.42M | 0.08% | +2,693+28.6% | Added |
| WealthShield Partners, LLC | 12,033 | $2.40M | 0.39% | −1,081−8.2% | Reduced |
| Grove Bank & Trust | 12,030 | $2.40M | 0.51% | −101−0.8% | Reduced |
| Ergoteles LLC | 12,020 | $2.40M | 0.09% | −44,125−78.6% | Reduced |
| Two Sigma Securities, LLC | 11,999 | $2.40M | 0.20% | +6,813+131.4% | Added |
| Richelieu Gestion PLC | 11,945 | $2.39M | 2.16% | +11,945 | New |
| ABN AMRO Bank N.V. | 11,923 | $2.39M | 0.05% | +11,923 | New |
| Sowell Financial Services LLC | 11,806 | $2.36M | 0.18% | −5,285−30.9% | Reduced |
| Cigna Investments Inc | 11,813 | $2.36M | 0.47% | −219−1.8% | Reduced |
| Modus Advisors, LLC | 11,748 | $2.35M | 1.08% | −314−2.6% | Reduced |
| Northcape Capital Pty Ltd | 11,695 | $2.34M | 0.29% | +2,910+33.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 11,645 | $2.33M | 2.47% | +11,645 | New |
| Trust Asset Management LLC | 11,587 | $2.31M | 0.26% | +263+2.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,570 | $2.31M | 1.26% | +195+1.7% | Added |
| Meeder Advisory Services, Inc. | 11,564 | $2.31M | 0.27% | +2,408+26.3% | Added |
| Apollon Wealth Management, LLC | 11,554 | $2.31M | 0.14% | −818−6.6% | Reduced |
| Equitable Holdings, Inc. | 11,522 | $2.30M | 0.04% | −221−1.9% | Reduced |
| Caliber Wealth Management, LLC | 11,517 | $2.30M | 1.72% | +2,018+21.2% | Added |
| Citizens & Northern Corp | 11,499 | $2.30M | 0.90% | −29−0.3% | Reduced |
| Ballentine Partners, LLC | 11,489 | $2.30M | 0.06% | +3,464+43.2% | Added |
| Wedmont Private Capital | 11,957 | $2.29M | 0.30% | +1,322+12.4% | Added |
| IPG Investment Advisors LLC | 11,403 | $2.28M | 0.52% | +2,644+30.2% | Added |
| We Are One Seven, LLC | 11,350 | $2.27M | 0.14% | +3,364+42.1% | Added |
| Northeast Financial Consultants Inc | 11,296 | $2.26M | 0.14% | −3,397−23.1% | Reduced |
| Connective Portfolio Management, LLC | 11,365 | $2.25M | 7.14% | +11,365 | New |
| Fulton Bank, N.A. | 11,253 | $2.25M | 0.12% | −604−5.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,125 | $2.22M | 0.60% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 11,057 | $2.21M | 0.23% | +57+0.5% | Added |
| Wellington Shields Capital Management, LLC | 90,561 | $2.21M | 0.27% | +25,676+39.6% | Added |
| 180 Wealth Advisors, LLC | 11,033 | $2.20M | 0.51% | +867+8.5% | Added |
| Qtron Investments LLC | 11,030 | $2.20M | 0.45% | +1,138+11.5% | Added |
| HB Wealth Management, LLC | 11,013 | $2.20M | 0.04% | +2,360+27.3% | Added |
| V Wealth Advisors LLC | 10,997 | $2.20M | 0.41% | +1,700+18.3% | Added |
| Canal Capital Management, LLC | 10,845 | $2.17M | 0.48% | +1,694+18.5% | Added |
| Intellectus Partners, LLC | 10,831 | $2.16M | 0.68% | −383−3.4% | Reduced |
| E Fund Management Co., Ltd. | 10,792 | $2.16M | 0.16% | +785+7.8% | Added |
| Duff & Phelps Investment Management Co | 10,775 | $2.15M | 0.03% | 00.0% | Unchanged |
| Bank Ozk | 10,745 | $2.15M | 1.06% | −615−5.4% | Reduced |
| Sunbelt Securities, Inc. | 10,905 | $2.14M | 0.34% | −5,525−33.6% | Reduced |
| Quattro Financial Advisors LLC | 10,690 | $2.14M | 0.88% | −4,190−28.2% | Reduced |
| Mission Wealth Management, LP | 10,681 | $2.13M | 0.09% | +29+0.3% | Added |
| Courier Capital LLC | 10,651 | $2.13M | 0.24% | −161−1.5% | Reduced |
| Finer Wealth Management, Inc. | 10,643 | $2.13M | 1.80% | +176+1.7% | Added |
| Roberts Wealth Advisors, LLC | 10,760 | $2.12M | 0.97% | −5,404−33.4% | Reduced |
| Two Sigma Investments, LP | 10,600 | $2.12M | 0.01% | −1,364,268−99.2% | Reduced |
| Merit Financial Group, LLC | 10,587 | $2.12M | 0.08% | +785+8.0% | Added |
| Jackson Hole Capital Partners, LLC | 10,729 | $2.11M | 0.56% | −29−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 10,568 | $2.11M | 0.13% | +10,568 | New |
| Savant Capital, LLC | 10,557 | $2.11M | 0.04% | +1,119+11.9% | Added |
| Pinnacle Holdings, LLC | 10,543 | $2.11M | 0.98% | +38+0.4% | Added |
| Boltwood Capital Management | 10,526 | $2.10M | 0.79% | −45−0.4% | Reduced |
| Hancock Whitney Corp | 10,480 | $2.09M | 0.08% | −56−0.5% | Reduced |
| Ingalls & Snyder LLC | 10,379 | $2.07M | 0.11% | −174−1.6% | Reduced |
| GPM Growth Investors, Inc. | 10,364 | $2.07M | 1.20% | −152−1.4% | Reduced |
| Eagle Asset Management Inc | 10,318 | $2.06M | 0.01% | +2,055+24.9% | Added |
| Herbst Group, LLC | 10,305 | $2.06M | 1.45% | −600−5.5% | Reduced |
| Acorn Financial Advisory Services Inc | 10,303 | $2.06M | 0.40% | +238+2.4% | Added |
| Welch & Forbes LLC | 10,197 | $2.04M | 0.03% | −298−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 10,155 | $2.03M | 0.27% | −266−2.6% | Reduced |
| TD Private Client Wealth LLC | 10,068 | $2.01M | 0.09% | +885+9.6% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $2.00M | 0.26% | −30,000−75.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 9,983 | $1.99M | 1.43% | +9,983 | New |
| Cyndeo Wealth Partners, LLC | 9,951 | $1.99M | 0.21% | +5,853+142.8% | Added |
| Cohen Investment Advisors LLC | 9,939 | $1.99M | 1.57% | −10−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,771 | $1.95M | 0.59% | −628−6.0% | Reduced |
| Sculati Wealth Management, LLC | 9,770 | $1.95M | 1.04% | +583+6.3% | Added |
| Mutual Advisors, LLC | 9,764 | $1.95M | 0.08% | +40+0.4% | Added |
| Tiemann Investment Advisors, LLC | 9,760 | $1.95M | 1.07% | +135+1.4% | Added |
| Clearstead Advisors, LLC | 9,749 | $1.95M | 0.14% | −682−6.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 9,718 | $1.94M | 0.03% | −1,064−9.9% | Reduced |
| Koshinski Asset Management, Inc. | 9,715 | $1.94M | 0.19% | +54+0.6% | Added |
| Privium Fund Management (UK) Ltd | 9,833 | $1.93M | 1.52% | −10,000−50.4% | Reduced |
| Quantum Private Wealth, LLC | 9,666 | $1.93M | 1.05% | −105−1.1% | Reduced |
| Geneos Wealth Management Inc. | 9,658 | $1.93M | 0.12% | −2,789−22.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,652 | $1.93M | 0.05% | +3,272+51.3% | Added |
| United Bank | 9,526 | $1.90M | 1.11% | −837−8.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 9,523 | $1.90M | 2.06% | +4,588+93.0% | Added |
| Atlantic Trust, LLC | 9,514 | $1.90M | 0.61% | +8,324+699.5% | Added |
| Aj Wealth Strategies, LLC | 9,466 | $1.89M | 0.10% | −1,916−16.8% | Reduced |
| Callahan Advisors, LLC | 9,444 | $1.89M | 0.24% | −5−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,432 | $1.88M | 0.51% | −120−1.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 9,373 | $1.87M | 0.44% | +560+6.4% | Added |
| Alterity Financial Group, LLC | 9,370 | $1.87M | 2.74% | −255−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 9,354 | $1.87M | 0.36% | −41−0.4% | Reduced |
| Triangle Securities Wealth Management | 9,340 | $1.87M | 0.67% | −1,159−11.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,332 | $1.86M | 1.44% | −85−0.9% | Reduced |