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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 7,037 | $1.41M | 0.06% | +1,375+24.3% | Added |
| Nicolet Bankshares Inc | 10,171 | $1.41M | 0.46% | +7+0.1% | Added |
| Stock Yards Bank & Trust Co | 7,021 | $1.40M | 0.05% | −952−11.9% | Reduced |
| Arrowroot Family Office, LLC | 7,019 | $1.40M | 1.20% | +7,019 | New |
| Laidlaw Wealth Management LLC | 6,994 | $1.40M | 0.29% | −630−8.3% | Reduced |
| Nicholas Investment Partners, LP | 6,986 | $1.40M | 0.11% | +6,986 | New |
| Baker Avenue Asset Management, LP | 6,974 | $1.39M | 0.08% | +6,199+799.9% | Added |
| Alpha DNA Investment Management LLC | 6,963 | $1.39M | 0.71% | +6,963 | New |
| Signature Wealth Management Group | 6,917 | $1.38M | 0.66% | +242+3.6% | Added |
| Brandywine Managers, LLC | 6,913 | $1.38M | 0.98% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,906 | $1.38M | 0.89% | −462−6.3% | Reduced |
| Wealthcare Advisory Partners LLC | 6,885 | $1.38M | 0.06% | +112+1.7% | Added |
| Penobscot Investment Management Company, Inc. | 6,869 | $1.37M | 0.24% | +311+4.7% | Added |
| Blackhawk Capital Partners LLC. | 6,856 | $1.37M | 1.00% | +6,856 | New |
| Albion Financial Group | 6,847 | $1.37M | 0.13% | +787+13.0% | Added |
| Quadrant Capital Group LLC | 6,843 | $1.37M | 0.14% | +2,492+57.3% | Added |
| Ascent Wealth Partners, LLC | 6,841 | $1.37M | 0.27% | +246+3.7% | Added |
| Capstone Triton Financial Group, LLC | 6,816 | $1.36M | 1.02% | −273−3.9% | Reduced |
| Conning Inc. | 6,806 | $1.36M | 0.05% | −174−2.5% | Reduced |
| Wealth Management Partners, LLC | 6,782 | $1.35M | 0.95% | −218−3.1% | Reduced |
| Midwest Professional Planners, LTD. | 6,776 | $1.35M | 0.66% | +549+8.8% | Added |
| Columbia Trust Co 01012016 | 6,744 | $1.35M | 0.78% | +633+10.4% | Added |
| Laffer Tengler Investments | 6,699 | $1.34M | 0.36% | −4,280−39.0% | Reduced |
| Andra AP-fonden | 6,698 | $1.34M | 0.03% | −26,300−79.7% | Reduced |
| Clark Capital Management Group, Inc. | 6,682 | $1.33M | 0.01% | +39+0.6% | Added |
| Wealthsource Partners, LLC | 6,647 | $1.33M | 0.09% | −561−7.8% | Reduced |
| Keudell/Morrison Wealth Management | 6,628 | $1.32M | 0.39% | +1,072+19.3% | Added |
| Norway Savings Bank | 6,616 | $1.32M | 0.67% | +610+10.2% | Added |
| EPG Wealth Management LLC | 6,583 | $1.32M | 0.41% | −63−0.9% | Reduced |
| Eagle Strategies LLC | 6,578 | $1.31M | 0.33% | +20.0% | Added |
| Renasant Bank | 6,573 | $1.31M | 1.02% | −638−8.8% | Reduced |
| Cornerstone National Bank & Trust Co | 6,560 | $1.31M | 0.71% | −2,573−28.2% | Reduced |
| Heritage Trust Co | 6,557 | $1.31M | 0.21% | −900−12.1% | Reduced |
| Burns J W & Co Inc | 6,512 | $1.30M | 0.22% | +269+4.3% | Added |
| Redmond Asset Management, LLC | 6,509 | $1.30M | 0.45% | +150+2.4% | Added |
| TLWM | 6,488 | $1.30M | 0.41% | +753+13.1% | Added |
| Exchange Traded Concepts, LLC | 6,456 | $1.29M | 0.04% | −1,698−20.8% | Reduced |
| Occidental Asset Management, LLC | 6,453 | $1.29M | 0.32% | +856+15.3% | Added |
| Global Retirement Partners, LLC | 6,671 | $1.28M | 0.07% | +1,491+28.8% | Added |
| Bridgewater Associates, LP | 6,419 | $1.28M | 0.01% | +6,419 | New |
| Keeler Thomas Management LLC | 6,408 | $1.28M | 0.60% | −1,461−18.6% | Reduced |
| Aldebaran Financial Inc. | 6,406 | $1.28M | 1.72% | −2,117−24.8% | Reduced |
| Altfest L J & Co Inc | 6,401 | $1.28M | 0.20% | +191+3.1% | Added |
| Jacobi Capital Management LLC | 6,382 | $1.27M | 0.15% | −459−6.7% | Reduced |
| TRUE Private Wealth Advisors | 6,375 | $1.27M | 0.19% | +19+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 6,374 | $1.27M | 0.26% | +6,374 | New |
| Donaldson Capital Management, LLC | 6,364 | $1.27M | 0.06% | −203−3.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,502 | $1.27M | 0.19% | +6,502 | New |
| Wealthspire Advisors, LLC | 6,350 | $1.27M | 0.02% | −1,774−21.8% | Reduced |
| 1776 Wealth LLC | 6,345 | $1.27M | 0.76% | +755+13.5% | Added |
| Rossmore Private Capital | 6,275 | $1.25M | 0.20% | −113−1.8% | Reduced |
| Aviance Capital Partners, LLC | 6,268 | $1.25M | 0.28% | +6,268 | New |
| EFG Asset Management (North America) Corp. | 6,254 | $1.25M | 0.28% | +2,844+83.4% | Added |
| First Pacific Financial | 6,248 | $1.25M | 0.58% | −199−3.1% | Reduced |
| Wallace Advisory Group, LLC | 6,235 | $1.25M | 0.95% | +1,609+34.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,224 | $1.24M | 0.70% | +399+6.8% | Added |
| Leelyn Smith, LLC | 6,199 | $1.24M | 0.32% | +405+7.0% | Added |
| V-Square Quantitative Management LLC | 6,197 | $1.24M | 1.14% | +6,197 | New |
| Atlas Brown,Inc. | 6,193 | $1.24M | 0.57% | +273+4.6% | Added |
| Ameritas Advisory Services, LLC | 6,293 | $1.24M | 0.06% | −311−4.7% | Reduced |
| Stonegate Investment Group, LLC | 6,182 | $1.24M | 0.05% | −5,176−45.6% | Reduced |
| First County Bank | 6,164 | $1.23M | 0.60% | +1,059+20.7% | Added |
| Capricorn Fund Managers Ltd | 6,143 | $1.23M | 0.37% | −13,515−68.8% | Reduced |
| Ronald Blue Trust, Inc. | 9,260 | $1.23M | 0.02% | −638−6.4% | Reduced |
| Carr Financial Group Corp | 6,090 | $1.22M | 0.54% | −57−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 6,083 | $1.22M | 0.04% | +3,136+106.4% | Added |
| RSM US Wealth Management LLC | 6,023 | $1.20M | 0.04% | +6,023 | New |
| NorthRock Partners, LLC | 6,015 | $1.20M | 0.13% | +988+19.7% | Added |
| Ironwood Investment Management LLC | 6,012 | $1.20M | 0.75% | −507−7.8% | Reduced |
| Ardsley Advisory Partners LP | 6,000 | $1.20M | 0.26% | −850−12.4% | Reduced |
| ProVise Management Group, LLC | 5,982 | $1.20M | 0.11% | +484+8.8% | Added |
| Voya Financial Advisors, Inc. | 6,065 | $1.19M | 0.15% | −1,085−15.2% | Reduced |
| Birinyi Associates Inc | 5,940 | $1.19M | 0.49% | −400−6.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,929 | $1.18M | 0.40% | +897+17.8% | Added |
| Scott & Selber, Inc. | 5,919 | $1.18M | 0.50% | +5+0.1% | Added |
| Cito Capital Group, LLC | 5,890 | $1.18M | 0.59% | −1,710−22.5% | Reduced |
| Capital Investment Advisors, LLC | 5,881 | $1.17M | 0.03% | +10.0% | Added |
| Mainstay Capital Management LLC | 5,843 | $1.17M | 0.23% | −183−3.0% | Reduced |
| Charter Oak Capital Management, LLC | 5,840 | $1.17M | 0.16% | −47−0.8% | Reduced |
| Werba Rubin Papier Wealth Management | 5,836 | $1.17M | 0.46% | +1,441+32.8% | Added |
| Riverview Capital Advisers, LLC | 5,823 | $1.16M | 0.50% | −45−0.8% | Reduced |
| Western Wealth Management, LLC | 5,812 | $1.16M | 0.11% | +233+4.2% | Added |
| River & Mercantile Asset Management LLP | 5,800 | $1.16M | 0.24% | +5,800 | New |
| Options Solutions, LLC | 5,781 | $1.15M | 1.32% | −200−3.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,775 | $1.15M | 0.76% | −30−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 5,766 | $1.15M | 0.09% | +623+12.1% | Added |
| Archford Capital Strategies, LLC | 5,866 | $1.15M | 0.24% | +1,433+32.3% | Added |
| Compton Wealth Advisory Group, LLC | 5,713 | $1.14M | 0.39% | +1,690+42.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,711 | $1.14M | 0.19% | +4,118+258.5% | Added |
| Eqis Capital Management, Inc. | 5,699 | $1.14M | 0.13% | −1,326−18.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,699 | $1.14M | 0.32% | −264−4.4% | Reduced |
| Segment Wealth Management, LLC | 5,697 | $1.14M | 0.13% | +28+0.5% | Added |
| Alta Wealth Advisors LLC | 5,694 | $1.14M | 0.72% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,685 | $1.14M | 0.11% | +603+11.9% | Added |
| Dearborn Partners LLC | 5,678 | $1.13M | 0.04% | −1,019−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,677 | $1.13M | 0.14% | +1,359+31.5% | Added |
| Country Club Bank | 5,728 | $1.13M | 0.09% | +232+4.2% | Added |
| KRS Capital Management, LLC | 5,613 | $1.12M | 1.26% | −100−1.8% | Reduced |
| HighVista Strategies LLC | 5,610 | $1.12M | 0.91% | +3,340+147.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,582 | $1.12M | 0.48% | +140+2.6% | Added |