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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 901,077 | $1.11M | 0.39% | −480.0% | Reduced |
| Oxler Private Wealth LLC | 5,557 | $1.11M | 0.55% | −10−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 5,557 | $1.11M | 0.64% | −70−1.2% | Reduced |
| Thrive Wealth Management, LLC | 5,539 | $1.11M | 0.28% | +118+2.2% | Added |
| Dakota Wealth Management | 5,508 | $1.10M | 0.07% | −23−0.4% | Reduced |
| Congress Asset Management Co | 5,501 | $1.10M | 0.01% | −242−4.2% | Reduced |
| Michael B. Yongue | 5,495 | $1.10M | 1.05% | +239+4.5% | Added |
| Fortis Capital Management LLC | 5,459 | $1.09M | 0.44% | +1,202+28.2% | Added |
| Wealth Advisors of Iowa, LLC | 5,446 | $1.09M | 0.85% | +5,446 | New |
| Doliver Advisors, LP | 5,438 | $1.09M | 0.34% | −1,196−18.0% | Reduced |
| Harvest Volatility Management LLC | 5,511 | $1.08M | 0.22% | −359−6.1% | Reduced |
| Landscape Capital Management, L.L.C. | 5,380 | $1.07M | 0.15% | −79−1.4% | Reduced |
| Greenland Capital Management LP | 5,365 | $1.07M | 0.13% | −1,488−21.7% | Reduced |
| Balentine LLC | 5,365 | $1.07M | 0.04% | +2,443+83.6% | Added |
| Prudent Man Advisors, LLC | 5,355 | $1.07M | 0.42% | +56+1.1% | Added |
| Ballast, Inc. | 5,355 | $1.07M | 0.44% | +379+7.6% | Added |
| Avantax Planning Partners, Inc. | 5,341 | $1.07M | 0.04% | −1,623−23.3% | Reduced |
| International Assets Investment Management, LLC | 5,339 | $1.07M | 0.15% | −3,299−38.2% | Reduced |
| Secure Asset Management, LLC | 5,339 | $1.07M | 0.36% | −1,706−24.2% | Reduced |
| Orion Capital Management LLC | 5,339 | $1.07M | 0.72% | −200−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 5,324 | $1.06M | 0.01% | −676−11.3% | Reduced |
| Joseph Group Capital Management | 5,303 | $1.06M | 0.93% | +5,303 | New |
| Strategic Blueprint, LLC | 5,302 | $1.06M | 0.11% | +34+0.6% | Added |
| Exencial Wealth Advisors, LLC | 5,302 | $1.06M | 0.05% | −1,311−19.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,282 | $1.06M | 0.10% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,276 | $1.05M | 0.11% | −7,414−58.4% | Reduced |
| Aaron Wealth Advisors | 5,265 | $1.05M | 0.14% | +718+15.8% | Added |
| Highlander Capital Management, LLC | 5,242 | $1.05M | 0.51% | +160+3.1% | Added |
| PSI Advisors, LLC | 5,232 | $1.05M | 0.50% | +150+3.0% | Added |
| Fortitude Advisory Group L.L.C. | 5,228 | $1.04M | 0.81% | −222−4.1% | Reduced |
| Shorepoint Capital Partners LLC | 5,204 | $1.04M | 0.30% | −21−0.4% | Reduced |
| Compass Financial Advisors LLC | 5,199 | $1.04M | 1.32% | −300−5.5% | Reduced |
| Chicago Trust Co NA | 5,135 | $1.03M | 0.26% | +591+13.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,131 | $1.03M | 0.37% | −235−4.4% | Reduced |
| Asset Management Corp | 5,126 | $1.02M | 0.80% | −625−10.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,110 | $1.02M | 0.02% | −88,579−94.5% | Reduced |
| Intact Investment Management Inc. | 5,110 | $1.02M | 0.04% | +1,010+24.6% | Added |
| CX Institutional | 5,168 | $1.02M | 0.05% | +3,013+139.8% | Added |
| Lumina Fund Management LLC | 5,100 | $1.02M | 0.48% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,315 | $1.02M | 0.75% | +677+14.6% | Added |
| Ycg, LLC | 5,076 | $1.01M | 0.10% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 5,061 | $1.01M | 0.04% | +509+11.2% | Added |
| Claybrook Capital, LLC | 5,050 | $1.01M | 0.56% | −45−0.9% | Reduced |
| Legal Advantage Investments, Inc. | 5,050 | $1.01M | 0.74% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 5,040 | $1.01M | 0.46% | +283+5.9% | Added |
| Saturna Capital CORP | 5,040 | $1.01M | 0.02% | +595+13.4% | Added |
| Guerra Pan Advisors, LLC | 5,039 | $1.01M | 1.26% | −280−5.3% | Reduced |
| Thomas White International Ltd | 5,001 | $999.1K | 0.21% | +1,773+54.9% | Added |
| Fund 1 Investments, LLC | 5,000 | $998.9K | 0.35% | −5,000−50.0% | Reduced |
| Wolff Wiese Magana LLC | 4,997 | $998.3K | 0.81% | +136+2.8% | Added |
| Etesian Wealth Advisors, Inc. | 4,985 | $995.9K | 0.66% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,971 | $993.1K | 0.09% | −550−10.0% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,958 | $990.5K | 0.59% | −60−1.2% | Reduced |
| Lindbrook Capital, LLC | 4,954 | $989.7K | 0.12% | +1,275+34.7% | Added |
| Argent Advisors, Inc. | 4,952 | $989.3K | 0.47% | +54+1.1% | Added |
| Fidelis Capital Partners, LLC | 4,990 | $986.0K | 0.42% | +3,376+209.2% | Added |
| Camden Capital, LLC | 4,928 | $984.5K | 0.15% | −142−2.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,925 | $983.9K | 0.79% | +964+24.3% | Added |
| M Holdings Securities, Inc. | 4,889 | $976.0K | 0.10% | −308−5.9% | Reduced |
| Diligent Investors, LLC | 4,878 | $974.5K | 0.30% | −125−2.5% | Reduced |
| Essex Savings Bank | 4,873 | $973.5K | 0.34% | +218+4.7% | Added |
| Legacy Bridge, LLC | 4,849 | $968.7K | 0.68% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,830 | $964.9K | 0.10% | +36+0.8% | Added |
| StoneX Group Inc. | 4,827 | $963.2K | 0.11% | −313−6.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,800 | $959.0K | 0.02% | +4,791+53,233.3% | Added |
| Brown Capital Management LLC | 4,795 | $957.9K | 0.01% | +206+4.5% | Added |
| RMR Wealth Builders | 4,764 | $951.8K | 0.18% | −103−2.1% | Reduced |
| Moseley Investment Management Inc | 4,735 | $946.0K | 0.61% | +77+1.7% | Added |
| Westside Investment Management, Inc. | 4,730 | $945.0K | 0.28% | −40−0.8% | Reduced |
| Old Well Partners, LLC | 4,700 | $939.0K | 0.74% | +4,700 | New |
| Naviter Wealth, LLC | 4,690 | $937.0K | 0.33% | −799−14.6% | Reduced |
| Ascent Group, LLC | 4,690 | $937.0K | 0.10% | +561+13.6% | Added |
| Wright Investors Service Inc | 4,674 | $933.8K | 0.27% | +4,674 | New |
| Smith, Salley & Associates | 4,670 | $933.0K | 0.07% | +1,442+44.7% | Added |
| Wade G W & Inc | 4,668 | $933.0K | 0.04% | −256−5.2% | Reduced |
| 9258 Wealth Management, LLC | 4,669 | $932.8K | 0.19% | −163−3.4% | Reduced |
| Marex Group plc | 4,666 | $932.2K | 0.12% | −44,689−90.5% | Reduced |
| Ayrshire Capital Management LLC | 4,666 | $932.1K | 0.64% | −22−0.5% | Reduced |
| KG&L Capital Management,LLC | 4,637 | $926.4K | 0.49% | −758−14.1% | Reduced |
| BerganKDV Wealth Management, LLC | 4,557 | $910.4K | 0.09% | +841+22.6% | Added |
| Mirabella Financial Services LLP | 4,556 | $910.2K | 0.19% | −14,125−75.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,554 | $909.8K | 0.46% | +30+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 4,553 | $909.6K | 0.87% | −1,211−21.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,550 | $909.0K | 0.46% | −150−3.2% | Reduced |
| Western Pacific Wealth Management, LP | 4,545 | $908.0K | 0.69% | +53+1.2% | 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 |
| M&R Capital Management Inc | 4,512 | $901.4K | 0.25% | +2,578+133.3% | Added |
| Sentry Investment Management LLC | 4,504 | $900.0K | 0.37% | −846−15.8% | Reduced |
| Vista Private Wealth Partners. LLC | 4,550 | $898.2K | 0.40% | −10−0.2% | Reduced |
| Financial Architects, Inc | 4,495 | $898.1K | 0.14% | +33+0.7% | Added |
| Sargent Investment Group, LLC | 4,560 | $896.0K | 0.24% | +45+1.0% | Added |
| CWA Asset Management Group, LLC | 4,479 | $894.8K | 0.07% | −1,632−26.7% | Reduced |
| Blueshift Asset Management, LLC | 4,475 | $894.0K | 0.37% | +4,475 | New |
| Northstar Asset Management LLC | 4,469 | $892.8K | 0.26% | −1,248−21.8% | Reduced |
| FirstPurpose Wealth LLC | 4,445 | $888.0K | 0.44% | +788+21.5% | Added |
| 1st Source Bank | 4,428 | $884.6K | 0.06% | −215−4.6% | Reduced |
| Citizens Financial Group Inc | 4,426 | $884.2K | 0.03% | +704+18.9% | Added |
| BigSur Wealth Management LLC | 4,400 | $879.0K | 0.41% | −600−12.0% | Reduced |
| Interchange Capital Partners, LLC | 4,368 | $879.0K | 0.48% | +2,146+96.6% | Added |