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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 3,357 | $670.7K | 0.09% | +1,606+91.7% | Added |
| Viawealth, LLC | 3,339 | $667.1K | 0.53% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,382 | $664.9K | 0.23% | +3,202+1,778.9% | Added |
| Coppell Advisory Solutions Corp. | 3,382 | $664.9K | 0.23% | +3,202+1,778.9% | Added |
| David Loasby | 3,453 | $664.9K | 0.08% | +343+11.0% | Added |
| Avidian Wealth Solutions, LLC | 3,325 | $664.3K | 0.04% | −458−12.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,318 | $662.9K | 0.01% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,312 | $661.7K | 0.45% | +10.0% | Added |
| Buckingham Strategic Wealth, LLC | 4,977 | $660.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,298 | $658.9K | 0.06% | +301+10.0% | Added |
| Staley Capital Advisers Inc | 3,287 | $657.0K | 0.04% | +337+11.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,289 | $657.0K | 0.01% | +3,289 | New |
| Weil Company, Inc. | 3,274 | $654.1K | 0.30% | −763−18.9% | Reduced |
| Strata Wealth Advisors, LLC | 3,265 | $652.3K | 0.34% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 3,261 | $651.0K | 1.66% | +3,261 | New |
| Congress Park Capital LLC | 3,255 | $650.3K | 0.39% | −3,450−51.5% | Reduced |
| Clare Market Investments LLC | 3,242 | $647.7K | 0.27% | −3,358−50.9% | Reduced |
| Stiles Financial Services Inc | 3,236 | $646.5K | 0.35% | −340−9.5% | Reduced |
| Marcum Wealth, LLC | 3,232 | $645.7K | 0.08% | +577+21.7% | Added |
| Bellecapital International Ltd. | 3,232 | $645.7K | 0.16% | +172+5.6% | Added |
| Gabelli Funds LLC | 3,225 | $644.3K | 0.00% | +240+8.0% | Added |
| Monetary Management Group Inc | 3,200 | $639.3K | 0.19% | 00.0% | Unchanged |
| Davis R M Inc | 3,195 | $638.0K | 0.02% | −81−2.5% | Reduced |
| DeDora Capital, Inc. | 3,189 | $637.1K | 0.27% | +688+27.5% | Added |
| American National Bank | 3,185 | $636.3K | 0.12% | +50+1.6% | Added |
| Eastern Bank | 3,163 | $631.9K | 0.03% | −757−19.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,158 | $630.9K | 0.08% | −24−0.8% | Reduced |
| XML Financial, LLC | 3,157 | $630.7K | 0.08% | +26+0.8% | Added |
| SYSTM Wealth Solutions LLC | 3,142 | $627.7K | 0.10% | −1,704−35.2% | Reduced |
| Studio Investment Management LLC | 3,140 | $627.3K | 0.19% | −43−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,137 | $626.7K | 0.13% | +304+10.7% | Added |
| Coastal Investment Advisors, Inc. | 3,133 | $625.9K | 0.15% | −1,427−31.3% | Reduced |
| InterOcean Capital Group, LLC | 3,123 | $623.9K | 0.02% | −53−1.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,120 | $623.3K | 0.72% | −325−9.4% | Reduced |
| Dudley Capital Management, LLC | 3,112 | $621.7K | 0.44% | 00.0% | Unchanged |
| Vigilare Wealth Management | 3,108 | $620.9K | 0.35% | −959−23.6% | Reduced |
| Drive Wealth Management, LLC | 3,105 | $620.3K | 0.26% | +985+46.5% | Added |
| Inscription Capital, LLC | 3,095 | $618.3K | 0.16% | +1,142+58.5% | Added |
| Covenant Partners, LLC | 3,085 | $616.3K | 0.24% | +3,085 | New |
| Magnolia Capital Advisors LLC | 3,081 | $615.5K | 0.32% | +244+8.6% | Added |
| Castleview Partners, LLC | 3,082 | $615.3K | 0.55% | −134−4.2% | Reduced |
| Fort Point Capital Partners LLC | 3,078 | $614.9K | 0.10% | −261−7.8% | Reduced |
| Vista Wealth Management Group, LLC | 3,069 | $613.1K | 0.07% | +346+12.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,066 | $612.6K | 0.16% | +18+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,066 | $612.5K | 0.08% | +3,066 | New |
| World Equity Group, Inc. | 23,673 | $610.5K | 0.10% | +17,734+298.6% | Added |
| Baron Wealth Management LLC | 3,049 | $609.1K | 0.43% | −10.0% | Reduced |
| Venturi Wealth Management, LLC | 3,029 | $605.1K | 0.05% | +208+7.4% | Added |
| New Republic Capital, LLC | 3,025 | $604.3K | 0.46% | +408+15.6% | Added |
| Malaga Cove Capital, LLC | 3,015 | $602.3K | 0.30% | +6+0.2% | Added |
| Financial Advisory Corp | 3,015 | $602.0K | 0.29% | +21+0.7% | Added |
| BKD Wealth Advisors, LLC | 3,008 | $600.9K | 0.02% | −15−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 3,000 | $599.3K | 0.12% | +3,000 | New |
| Ulysses Management LLC | 3,000 | $599.3K | 0.18% | +3,000 | New |
| Catalyst Financial Partners LLC | 2,995 | $598.3K | 0.26% | +527+21.4% | Added |
| Kapstone Financial Advisors LLC | 3,072 | $596.0K | 0.54% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,975 | $594.3K | 0.03% | −681−18.6% | Reduced |
| Everhart Financial Group, Inc. | 2,967 | $592.7K | 0.27% | +2,967 | New |
| Founders Financial Securities LLC | 2,962 | $591.7K | 0.09% | +122+4.3% | Added |
| Sonen Capital LLC | 2,945 | $588.4K | 1.00% | −1,216−29.2% | Reduced |
| Alpha Family Trust | 2,935 | $586.4K | 0.46% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,929 | $585.2K | 0.35% | −134−4.4% | Reduced |
| Gryphon Financial Partners LLC | 2,926 | $584.6K | 0.14% | +323+12.4% | Added |
| Bienville Capital Management, LLC | 2,924 | $584.2K | 0.23% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,923 | $584.0K | 0.28% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,919 | $583.2K | 0.52% | −348−10.7% | Reduced |
| Appleton Partners Inc | 2,916 | $583.0K | 0.05% | −139−4.5% | Reduced |
| Icapital Wealth LLC | 2,909 | $581.2K | 0.40% | −2,000−40.7% | Reduced |
| FLC Capital Advisors | 2,896 | $578.6K | 0.18% | 00.0% | Unchanged |
| New World Advisors LLC | 2,888 | $577.0K | 0.22% | −346−10.7% | Reduced |
| AlphaCore Capital LLC | 2,877 | $574.8K | 0.15% | +506+21.3% | Added |
| Cavalier Investments, LLC | 2,872 | $573.8K | 0.25% | −4,722−62.2% | Reduced |
| Regal Investment Advisors LLC | 2,871 | $573.6K | 0.05% | +78+2.8% | Added |
| Janney Capital Management LLC | 2,850 | $569.0K | 0.04% | +24+0.8% | Added |
| TFG Advisers LLC | 2,842 | $567.8K | 0.27% | +83+3.0% | Added |
| S&CO Inc | 2,821 | $563.0K | 0.05% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 2,815 | $562.4K | 0.30% | −3,053−52.0% | Reduced |
| Corton Capital Inc. | 2,811 | $561.6K | 0.39% | +1,109+65.2% | Added |
| Kensington Investment Counsel, LLC | 2,809 | $561.2K | 0.42% | −189−6.3% | Reduced |
| V2 Financial group LLC | 2,792 | $557.8K | 0.40% | +2+0.1% | Added |
| Bank of Hawaii | 2,792 | $557.8K | 0.03% | +405+17.0% | Added |
| Catalyst Private Wealth, LLC | 2,784 | $556.2K | 0.38% | −149−5.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,784 | $556.2K | 0.53% | −53−1.9% | Reduced |
| Little House Capital LLC | 2,776 | $554.6K | 0.26% | +2,776 | New |
| Carret Asset Management, LLC | 2,775 | $554.0K | 0.08% | −64−2.3% | Reduced |
| Mizuho Securities Co. Ltd. | 2,770 | $553.4K | 1.72% | +1,760+174.3% | Added |
| Abbot Financial Management, Inc. | 2,768 | $553.0K | 0.37% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,765 | $552.4K | 0.15% | +313+12.8% | Added |
| Consilium Wealth Advisory, LLC | 2,753 | $550.0K | 0.47% | −67−2.4% | Reduced |
| Hill Island Financial LLC | 2,834 | $549.3K | 0.22% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 2,793 | $549.1K | 0.02% | +1,000+55.8% | Added |
| Intercontinental Wealth Advisors, LLC | 2,743 | $548.0K | 0.14% | +2,743 | New |
| TSFG, LLC | 2,736 | $547.0K | 0.20% | −608−18.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,736 | $546.6K | 0.04% | −252−8.4% | Reduced |
| Olistico Wealth, LLC | 2,734 | $546.2K | 0.53% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 46,663 | $541.8K | 0.02% | +14,817+46.5% | Added |
| Larson Financial Group LLC | 2,702 | $539.8K | 0.06% | −93−3.3% | Reduced |
| Alta Advisers Ltd | 2,700 | $539.4K | 0.32% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,690 | $537.4K | 0.21% | −2,470−47.9% | Reduced |
| Haverford Trust Co | 2,683 | $536.0K | 0.01% | +2,683 | New |