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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 4,360 | $871.0K | 0.16% | −1,047−19.4% | Reduced |
| Great Lakes Retirement, Inc. | 4,330 | $865.1K | 0.16% | +313+7.8% | Added |
| First Citizens Bank & Trust Co | 4,320 | $863.0K | 0.02% | +1,204+38.6% | Added |
| CIC Wealth, LLC | 4,307 | $860.5K | 0.32% | −41−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,305 | $860.1K | 0.08% | +4,305 | New |
| Blueprint Investment Partners LLC | 4,303 | $859.7K | 0.20% | +4,303 | New |
| BFSG, LLC | 4,300 | $859.0K | 0.16% | +4,300 | New |
| 626 Financial, LLC | 4,291 | $857.3K | 0.57% | +2,659+162.9% | Added |
| Investors Research Corp | 4,287 | $856.5K | 0.22% | −76−1.7% | Reduced |
| Plancorp, LLC | 4,257 | $850.5K | 0.05% | +268+6.7% | Added |
| FinTrust Capital Advisors, LLC | 6,412 | $850.2K | 0.21% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,257 | $850.1K | 0.16% | +1,344+46.1% | Added |
| Seven Springs Wealth Group, LLC | 4,248 | $848.7K | 0.42% | +120+2.9% | Added |
| Lavaca Capital LLC | 5,000 | $839.9K | 0.20% | 00.0% | Unchanged |
| AM Squared Ltd | 4,200 | $839.1K | 0.65% | −2,500−37.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,193 | $837.7K | 0.19% | +77+1.9% | Added |
| Cooper Financial Group | 4,187 | $836.5K | 0.23% | +764+22.3% | Added |
| Avitas Wealth Management LLC | 4,182 | $835.5K | 0.16% | +851+25.5% | Added |
| Texas Yale Capital Corp. | 4,163 | $831.7K | 0.04% | +80+2.0% | Added |
| HM Payson & Co | 4,155 | $830.1K | 0.02% | +534+14.7% | Added |
| TCG Advisory Services, LLC | 4,153 | $829.7K | 0.17% | +4,153 | New |
| Chemistry Wealth Management LLC | 4,140 | $827.1K | 0.29% | +888+27.3% | Added |
| Tudor Investment Corp Et Al | 4,129 | $825.0K | 0.02% | −1,603−28.0% | Reduced |
| First United Bank Trust | 4,127 | $824.4K | 0.39% | −215−5.0% | Reduced |
| Oder Investment Management, LLC | 4,120 | $823.1K | 0.96% | +176+4.5% | Added |
| Jmac Enterprises LLC | 4,108 | $820.7K | 0.21% | +59+1.5% | Added |
| RFG Advisory, LLC | 4,104 | $819.9K | 0.04% | −472−10.3% | Reduced |
| Cumberland Partners Ltd | 4,100 | $819.1K | 0.08% | +4,100 | New |
| Romano Brothers and Company | 4,078 | $814.7K | 0.13% | −170−4.0% | Reduced |
| Israel Discount Bank of New York | 4,064 | $811.9K | 0.61% | −217−5.1% | Reduced |
| Sage Rhino Capital LLC | 4,050 | $809.1K | 0.24% | +172+4.4% | Added |
| HBK Sorce Advisory LLC | 4,031 | $805.3K | 0.04% | −4,165−50.8% | Reduced |
| Roman Butler Fullerton & Co | 4,221 | $804.8K | 0.40% | +2,674+172.9% | Added |
| Harvest Fund Management Co., Ltd | 4,007 | $800.0K | 0.18% | +4,007 | New |
| Brasada Capital Management, LP | 4,000 | $799.1K | 0.18% | +4,000 | New |
| Bond & Devick Financial Network, Inc. | 3,997 | $798.5K | 0.51% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 6,021 | $798.4K | 0.28% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,975 | $794.1K | 0.79% | −23−0.6% | Reduced |
| Ellevest, Inc. | 3,970 | $793.1K | 0.06% | +1,193+43.0% | Added |
| Moloney Securities Asset Management, LLC | 3,964 | $791.9K | 0.15% | −1,606−28.8% | Reduced |
| Brady Family Wealth, LLC | 3,950 | $789.1K | 0.31% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,942 | $787.8K | 0.02% | +72+1.9% | Added |
| Midwest Financial Group LLC | 3,939 | $787.0K | 0.73% | +3,939 | New |
| Newman Dignan & Sheerar, Inc. | 3,900 | $779.1K | 0.25% | +3,900 | New |
| Avestar Capital, LLC | 3,892 | $777.5K | 0.16% | +107+2.8% | Added |
| Meridian Financial Partners LLC | 3,908 | $776.0K | 0.88% | +82+2.1% | Added |
| BFT Financial Group, LLC | 3,881 | $775.3K | 0.12% | +3,881 | New |
| High Net Worth Advisory Group LLC | 3,870 | $773.1K | 0.32% | −1,685−30.3% | Reduced |
| Augustine Asset Management Inc | 3,868 | $772.7K | 0.38% | +23+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,857 | $770.6K | 0.03% | +1,766+84.5% | Added |
| Calamos Wealth Management LLC | 3,853 | $769.8K | 0.06% | −3,921−50.4% | Reduced |
| Sky Investment Group LLC | 3,851 | $769.4K | 0.18% | −894−18.8% | Reduced |
| HF Advisory Group, LLC | 3,844 | $768.0K | 0.68% | −44−1.1% | Reduced |
| Pinnbrook Capital Management LP | 3,843 | $767.8K | 0.45% | +3,843 | New |
| Avory & Company, LLC | 3,840 | $767.2K | 0.53% | +399+11.6% | Added |
| Great Diamond Partners, LLC | 3,818 | $762.8K | 0.22% | +1,059+38.4% | Added |
| Focus Financial Network, Inc. | 3,815 | $762.2K | 0.05% | −75−1.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,813 | $762.0K | 0.24% | −53−1.4% | Reduced |
| Symmetry Partners, LLC | 3,810 | $761.0K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 3,799 | $759.0K | 0.70% | +104+2.8% | Added |
| Glen Eagle Advisors, LLC | 3,796 | $758.4K | 0.19% | +110+3.0% | Added |
| Riverview Trust Co | 3,777 | $754.6K | 0.69% | −192−4.8% | Reduced |
| Fulcrum Capital LLC | 3,769 | $753.0K | 0.20% | +1,680+80.4% | Added |
| Proequities, Inc. | 3,761 | $751.4K | 0.06% | −1,387−26.9% | Reduced |
| Curbstone Financial Management Corp | 3,756 | $750.4K | 0.18% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,716 | $742.4K | 0.13% | +27+0.7% | Added |
| PFG Investments, LLC | 3,709 | $741.0K | 0.15% | +3,709 | New |
| Atom Investors LP | 3,706 | $740.4K | 0.40% | +3,706 | New |
| Paradigm Financial Partners, LLC | 3,703 | $739.8K | 0.20% | +9+0.2% | Added |
| Credential Qtrade Securities Inc. | 3,689 | $737.0K | 0.05% | −906−19.7% | Reduced |
| Seaport Global Advisors, LLC | 3,675 | $734.2K | 2.32% | +90+2.5% | Added |
| Echo Street Capital Management LLC | 3,670 | $733.2K | 0.01% | −15,840−81.2% | Reduced |
| Central Bank & Trust Co | 3,670 | $733.2K | 0.13% | +87+2.4% | Added |
| Bordeaux Wealth Advisors LLC | 3,669 | $733.0K | 0.38% | +164+4.7% | Added |
| Silicon Valley Capital Partners | 3,662 | $731.6K | 0.15% | +1,044+39.9% | Added |
| Arden Trust Co | 3,652 | $730.0K | 0.13% | +286+8.5% | Added |
| Claro Advisors LLC | 3,652 | $729.5K | 0.21% | −382−9.5% | Reduced |
| Seed Wealth Management, Inc. | 3,650 | $729.2K | 0.83% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,647 | $728.6K | 0.10% | −122−3.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,621 | $723.4K | 0.20% | −361−9.1% | Reduced |
| Allstate Corp | 3,613 | $721.8K | 0.05% | −39,730−91.7% | Reduced |
| Kraematon Investment Advisors, Inc | 3,601 | $719.4K | 0.83% | −200−5.3% | Reduced |
| Duality Advisers, LP | 3,600 | $719.2K | 0.08% | −15,325−81.0% | Reduced |
| First Foundation Advisors | 3,597 | $718.6K | 0.03% | −1,461−28.9% | Reduced |
| Farther Finance Advisors, LLC | 3,581 | $715.4K | 0.21% | +2,311+182.0% | Added |
| First National Bank | 3,567 | $712.6K | 0.61% | −3−0.1% | Reduced |
| Investment House LLC | 3,555 | $710.2K | 0.06% | −2,370−40.0% | Reduced |
| LCM Capital Management Inc | 3,535 | $706.2K | 0.62% | +148+4.4% | Added |
| Northstar Advisory Group, LLC | 3,518 | $702.8K | 0.53% | +3,518 | New |
| Legacy Financial Advisors, Inc. | 3,507 | $700.6K | 0.14% | +1,228+53.9% | Added |
| Monetta Financial Services Inc | 3,500 | $699.2K | 0.75% | +3,500 | New |
| Glenview Trust Co | 3,465 | $692.2K | 0.02% | +167+5.1% | Added |
| Platform Technology Partners | 3,447 | $688.6K | 0.34% | +167+5.1% | Added |
| Cascade Investment Group, Inc. | 3,423 | $683.8K | 0.67% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3,417 | $683.0K | 0.23% | −1,340−28.2% | Reduced |
| ETF Managers Group, LLC | 3,398 | $678.9K | 0.02% | +50+1.5% | Added |
| Hillsdale Investment Management Inc. | 3,395 | $678.3K | 0.06% | +225+7.1% | Added |
| Davenport & Co LLC | 3,381 | $675.5K | 0.01% | −113−3.2% | Reduced |
| Principal Street Partners, LLC | 3,368 | $672.9K | 0.17% | +3,368 | New |
| Bowman & Co S.C. | 3,362 | $671.7K | 0.49% | +939+38.8% | Added |