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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 9,319 | $1.86M | 1.31% | −4,910−34.5% | Reduced |
| Baystate Wealth Management LLC | 9,310 | $1.86M | 0.16% | +2,081+28.8% | Added |
| Axxcess Wealth Management, LLC | 9,249 | $1.85M | 0.15% | +2,338+33.8% | Added |
| Ritholtz Wealth Management | 9,202 | $1.84M | 0.09% | +4,425+92.6% | Added |
| Old North State Wealth Management, LLC | 9,185 | $1.83M | 1.72% | −595−6.1% | Reduced |
| Berkshire Bank | 9,178 | $1.83M | 0.54% | −710−7.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,136 | $1.83M | 0.66% | +1,018+12.5% | Added |
| Bell Bank | 9,094 | $1.82M | 0.19% | −443−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 9,060 | $1.81M | 0.37% | +469+5.5% | Added |
| Pictet Bank & Trust Ltd | 9,045 | $1.81M | 1.26% | +240+2.7% | Added |
| Geneva Capital Management LLC | 9,026 | $1.80M | 0.04% | −3,288−26.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,008 | $1.80M | 1.32% | −4,847−35.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,988 | $1.80M | 0.30% | +360+4.2% | Added |
| Bangor Savings Bank | 8,916 | $1.78M | 0.21% | +206+2.4% | Added |
| Principle Wealth Partners LLC | 8,885 | $1.78M | 0.19% | −40−0.4% | Reduced |
| Vetamer Capital Management, L.P. | 8,842 | $1.77M | 2.43% | +8,842 | New |
| Segall Bryant & Hamill, LLC | 8,779 | $1.75M | 0.02% | −446−4.8% | Reduced |
| Gs Investments, Inc. | 8,733 | $1.74M | 1.01% | +1,047+13.6% | Added |
| Wrapmanager Inc | 8,731 | $1.74M | 0.54% | +2,143+32.5% | Added |
| Comerica Securities,inc. | 8,712 | $1.74M | 0.13% | −3,658−29.6% | Reduced |
| Park Place Capital Corp | 8,691 | $1.74M | 0.49% | −457−5.0% | Reduced |
| Legacy Private Trust Co. | 8,687 | $1.74M | 0.15% | −181−2.0% | Reduced |
| Optas, LLC | 8,603 | $1.72M | 0.61% | −187−2.1% | Reduced |
| L.M. Kohn & Company | 8,602 | $1.72M | 0.71% | −72−0.8% | Reduced |
| TrinityPoint Wealth, LLC | 8,547 | $1.71M | 0.37% | +603+7.6% | Added |
| Waldron Private Wealth LLC | 8,528 | $1.70M | 0.08% | −2,205−20.5% | Reduced |
| Hudson Canyon Capital Management | 8,526 | $1.70M | 1.43% | +76+0.9% | Added |
| Insigneo Advisory Services, LLC | 8,518 | $1.70M | 0.54% | +945+12.5% | Added |
| Robertson Stephens Wealth Management, LLC | 8,449 | $1.69M | 0.13% | +1,967+30.3% | Added |
| Wolf Group Capital Advisors | 8,400 | $1.68M | 0.83% | −671−7.4% | Reduced |
| Bayesian Capital Management, LP | 8,400 | $1.68M | 0.21% | +8,400 | New |
| Krilogy Financial LLC | 8,347 | $1.67M | 0.14% | +3,397+68.6% | Added |
| Bridges Investment Management Inc | 8,328 | $1.66M | 0.06% | −59,709−87.8% | Reduced |
| F/M Investments LLC | 8,316 | $1.66M | 1.68% | +8,316 | New |
| Financial Engines Advisors L.L.C. | 8,268 | $1.65M | 0.00% | −963−10.4% | Reduced |
| Navalign, LLC | 8,264 | $1.65M | 0.69% | +1,888+29.6% | Added |
| Coastwise Capital Group, LLC | 8,251 | $1.65M | 1.88% | −211−2.5% | Reduced |
| Graypoint LLC | 8,247 | $1.65M | 0.18% | +2,225+36.9% | Added |
| Edge Capital Group, LLC | 8,193 | $1.64M | 0.10% | −320−3.8% | Reduced |
| VeraBank, N.A. | 8,176 | $1.63M | 0.76% | −906−10.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,143 | $1.63M | 0.08% | +902+12.5% | Added |
| Sound View Wealth Advisors Group, LLC | 8,108 | $1.62M | 0.22% | +241+3.1% | Added |
| Field & Main Bank | 8,094 | $1.62M | 0.96% | +226+2.9% | Added |
| IMA Wealth, Inc. | 8,093 | $1.62M | 0.42% | −14−0.2% | Reduced |
| Change Path, LLC | 8,079 | $1.61M | 0.08% | +1,434+21.6% | Added |
| Partners Capital Investment Group, LLP | 8,040 | $1.61M | 0.07% | −517−6.0% | Reduced |
| Forum Financial Management, LP | 8,016 | $1.60M | 0.05% | +1,404+21.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.60M | 0.62% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 7,984 | $1.59M | 0.94% | −972−10.9% | Reduced |
| IHT Wealth Management, LLC | 7,974 | $1.59M | 0.09% | +391+5.2% | Added |
| Private Trust Co NA | 7,972 | $1.59M | 0.22% | +1,092+15.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,953 | $1.59M | 1.64% | −1,222−13.3% | Reduced |
| Kaizen Financial Strategies | 7,905 | $1.58M | 1.56% | −342−4.1% | Reduced |
| Rosenbaum Jay D. | 7,895 | $1.58M | 2.90% | +661+9.1% | Added |
| Shepherd Financial Partners LLC | 7,888 | $1.58M | 0.26% | +1,875+31.2% | Added |
| Kovack Advisors, Inc. | 7,869 | $1.57M | 0.21% | −1,045−11.7% | Reduced |
| Allworth Financial LP | 7,857 | $1.57M | 0.02% | +2,233+39.7% | Added |
| Harbour Investments, Inc. | 7,843 | $1.57M | 0.09% | +401+5.4% | Added |
| Industrial Alliance Investment Management Inc. | 7,769 | $1.55M | 0.04% | −32,760−80.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,753 | $1.55M | 0.04% | −31,815−80.4% | Reduced |
| Cypress Capital Group | 7,711 | $1.54M | 0.24% | −1,389−15.3% | Reduced |
| Virginia Retirement Systems Et Al | 7,701 | $1.54M | 0.02% | −39,999−83.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,679 | $1.53M | 0.29% | +74+1.0% | Added |
| Amica Retiree Medical Trust | 7,665 | $1.53M | 1.62% | −2,330−23.3% | Reduced |
| Nilsine Partners, LLC | 7,647 | $1.53M | 0.24% | +7,647 | New |
| YHB Investment Advisors, Inc. | 7,636 | $1.53M | 0.15% | +1,710+28.9% | Added |
| Financial Advocates Investment Management | 7,632 | $1.52M | 0.12% | −231−2.9% | Reduced |
| Charter Research & Investment Group, Inc. | 7,612 | $1.52M | 1.33% | −20−0.3% | Reduced |
| Steinberg Asset Management LLC | 7,595 | $1.52M | 1.54% | −68−0.9% | Reduced |
| Sturgeon Ventures LLP | 7,550 | $1.51M | 2.30% | +7,550 | New |
| RIA Advisory Group LLC | 7,481 | $1.50M | 0.69% | +7,481 | New |
| DoubleLine ETF Adviser LP | 7,506 | $1.50M | 0.64% | +1,238+19.8% | Added |
| Islet Management, LP | 7,500 | $1.50M | 5.49% | −2,500−25.0% | Reduced |
| Stansberry Asset Management, LLC | 7,490 | $1.50M | 0.29% | −451−5.7% | Reduced |
| Intrust Bank NA | 7,475 | $1.49M | 0.19% | +1,118+17.6% | Added |
| Bard Financial Services, Inc. | 7,460 | $1.49M | 0.12% | +450+6.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,558 | $1.49M | 0.39% | +688+10.0% | Added |
| Elmwood Wealth Management, Inc. | 7,422 | $1.48M | 0.70% | −851−10.3% | Reduced |
| WP Advisors, LLC | 7,421 | $1.48M | 0.61% | +57+0.8% | Added |
| MidWestOne Financial Group, Inc. | 7,398 | $1.48M | 0.33% | +578+8.5% | Added |
| Chickasaw Capital Management LLC | 7,384 | $1.48M | 0.08% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 7,376 | $1.47M | 0.03% | −251,548−97.2% | Reduced |
| Nikulski Financial, Inc. | 7,373 | $1.47M | 0.65% | +705+10.6% | Added |
| Center for Financial Planning, Inc. | 7,324 | $1.46M | 0.34% | 00.0% | Unchanged |
| Bay Rivers Group | 7,298 | $1.46M | 1.27% | +4+0.1% | Added |
| Chicago Partners Investment Group LLC | 7,470 | $1.46M | 0.08% | −4,306−36.6% | Reduced |
| Stonnington Group, LLC | 7,500 | $1.46M | 0.38% | +4,350+138.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,438 | $1.45M | 0.60% | −25,126−77.2% | Reduced |
| NVWM, LLC | 7,225 | $1.44M | 0.48% | +482+7.1% | Added |
| Trillium Asset Management, LLC | 7,271 | $1.44M | 0.04% | −72,195−90.9% | Reduced |
| Shikiar Asset Management Inc | 7,200 | $1.44M | 0.51% | +7,200 | New |
| Bristlecone Advisors, LLC | 7,139 | $1.43M | 0.16% | +203+2.9% | Added |
| Boyd Watterson Asset Management LLC | 7,133 | $1.43M | 0.58% | +16+0.2% | Added |
| Integrated Advisors Network LLC | 7,128 | $1.42M | 0.09% | +900+14.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $1.42M | 0.84% | +200+2.9% | Added |
| Van Hulzen Asset Management, LLC | 7,114 | $1.42M | 0.13% | −175−2.4% | Reduced |
| Northstar Group, Inc. | 7,097 | $1.42M | 0.36% | −75−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 7,223 | $1.42M | 0.30% | −727−9.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 7,067 | $1.41M | 0.48% | +2,762+64.2% | Added |
| Next Century Growth Investors LLC | 7,062 | $1.41M | 0.16% | +3,253+85.4% | Added |