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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 2,674 | $534.2K | 0.51% | +97+3.8% | Added |
| Ashton Thomas Private Wealth, LLC | 2,673 | $534.0K | 0.05% | −87−3.2% | Reduced |
| Northern Oak Wealth Management Inc | 2,672 | $533.8K | 0.06% | −2,562−48.9% | Reduced |
| True Capital Management | 2,672 | $533.8K | 0.37% | +39+1.5% | Added |
| Rathbone Brothers plc | 2,655 | $530.4K | 0.01% | −125−4.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 2,630 | $525.4K | 0.42% | −461−14.9% | Reduced |
| Truadvice, LLC | 2,644 | $524.5K | 0.21% | +2,644 | New |
| Angeles Wealth Management, LLC | 2,624 | $524.2K | 0.08% | +467+21.7% | Added |
| Allred Capital Management, LLC | 2,608 | $521.0K | 0.28% | −42−1.6% | Reduced |
| Donoghue Forlines LLC | 2,600 | $519.4K | 0.19% | −277−9.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,599 | $519.1K | 0.15% | +51+2.0% | Added |
| Legacy Advisors, LLC | 2,597 | $518.8K | 0.10% | +363+16.2% | Added |
| AdvisorNet Financial, Inc | 2,582 | $515.8K | 0.05% | +184+7.7% | Added |
| Alpha Cubed Investments, LLC | 2,568 | $513.0K | 0.04% | −583−18.5% | Reduced |
| Financial Advisory Service, Inc. | 2,566 | $512.6K | 0.06% | −63−2.4% | Reduced |
| Perfromance Wealth Partners, LLC | 2,553 | $510.0K | 0.03% | +2,553 | New |
| Aspen Wealth Strategies, LLC | 2,546 | $508.7K | 0.39% | +10+0.4% | Added |
| Consolidated Portfolio Review Corp | 2,542 | $507.8K | 0.14% | +2,542 | New |
| Commons Capital, LLC | 2,530 | $505.3K | 0.81% | −113−4.3% | Reduced |
| Headinvest, LLC | 2,528 | $505.0K | 0.11% | −2,432−49.0% | Reduced |
| Blue Barn Wealth, LLC | 2,526 | $504.6K | 0.31% | +2,526 | New |
| Montag A & Associates Inc | 2,513 | $502.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,507 | $500.8K | 0.18% | 00.0% | Unchanged |
| Nwam LLC | 2,501 | $499.6K | 0.05% | −340−12.0% | Reduced |
| IVC Wealth Advisors LLC | 2,493 | $498.1K | 0.35% | −9−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,492 | $497.9K | 0.02% | +142+6.0% | Added |
| Park National Corp | 2,487 | $496.9K | 0.02% | +5+0.2% | Added |
| RAM Investment Partners, LLC | 2,486 | $496.7K | 0.27% | +91+3.8% | Added |
| Baxter Bros Inc | 2,483 | $496.1K | 0.08% | −2,034−45.0% | Reduced |
| Simon Quick Advisors, LLC | 2,483 | $496.1K | 0.05% | −60−2.4% | Reduced |
| Sonata Capital Group Inc | 2,482 | $496.0K | 0.27% | 00.0% | Unchanged |
| Zacks Investment Management | 2,455 | $490.5K | 0.01% | +767+45.4% | Added |
| Essex Financial Services, Inc. | 2,429 | $485.3K | 0.05% | +220+10.0% | Added |
| Kozak & Associates, Inc. | 2,427 | $484.9K | 0.22% | +1,252+106.6% | Added |
| BSW Wealth Partners | 2,426 | $484.7K | 0.10% | −2,934−54.7% | Reduced |
| Parkside Advisors LLC | 2,423 | $484.4K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,416 | $484.0K | 0.40% | −300−11.0% | Reduced |
| Eads & Heald Wealth Management | 2,421 | $484.0K | 0.24% | −205−7.8% | Reduced |
| Quent Capital, LLC | 2,421 | $482.3K | 0.08% | −157−6.1% | Reduced |
| Boston Trust Walden Corp | 2,411 | $481.7K | 0.00% | −532−18.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,411 | $481.7K | 0.05% | +104+4.5% | Added |
| Solstein Capital, LLC | 2,401 | $479.7K | 0.42% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,393 | $478.1K | 0.25% | +46+2.0% | Added |
| Keel Point, LLC | 2,392 | $477.9K | 0.07% | +680+39.7% | Added |
| Circle Wealth Management, LLC | 2,388 | $477.1K | 0.07% | +9+0.4% | Added |
| Proficio Capital Partners LLC | 2,378 | $475.1K | 0.08% | +283+13.5% | Added |
| Regent Peak Wealth Advisors LLC | 2,375 | $474.5K | 0.15% | +436+22.5% | Added |
| Roberts Glore & Co Inc | 2,372 | $473.9K | 0.16% | −386−14.0% | Reduced |
| Insight Advisors, LLC | 2,365 | $472.5K | 0.11% | −1,561−39.8% | Reduced |
| Virtue Capital Management, LLC | 2,467 | $472.4K | 0.08% | −1,016−29.2% | Reduced |
| Valmark Advisers, Inc. | 2,353 | $470.1K | 0.01% | +5+0.2% | Added |
| Silicon Hills Wealth Management, LLC | 2,349 | $469.3K | 0.28% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,349 | $469.3K | 0.11% | +89+3.9% | Added |
| HighTower Trust Services, LTA | 2,703 | $468.1K | 0.05% | −290−9.7% | Reduced |
| Sonora Investment Management Group, LLC | 2,340 | $467.5K | 0.04% | −5−0.2% | Reduced |
| Financial Insights, Inc. | 2,340 | $467.5K | 0.19% | +2,340 | New |
| Atomi Financial Group, Inc. | 2,336 | $466.7K | 0.26% | +2,336 | New |
| First Financial Corp | 2,326 | $464.7K | 0.29% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,311 | $461.8K | 0.57% | +731+46.3% | Added |
| SageView Advisory Group, LLC | 2,308 | $461.1K | 0.03% | +136+6.3% | Added |
| Anchor Investment Management, LLC | 2,301 | $459.7K | 0.06% | −164−6.7% | Reduced |
| L2 Asset Management, LLC | 2,301 | $459.7K | 0.28% | +99+4.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,298 | $459.1K | 0.05% | +31+1.4% | Added |
| Gilbert & Cook, Inc. | 2,296 | $458.7K | 0.08% | +2,296 | New |
| Saiph Capital, LLC | 2,280 | $455.5K | 0.27% | +174+8.3% | Added |
| Brandywine Oak Private Wealth LLC | 2,275 | $454.5K | 0.05% | −293−11.4% | Reduced |
| Hengehold Capital Management LLC | 2,275 | $454.5K | 0.06% | −50−2.2% | Reduced |
| Lumature Wealth Partners, LLC | 2,272 | $453.9K | 0.25% | −525−18.8% | Reduced |
| Meridian Investment Counsel Inc. | 2,272 | $453.9K | 0.17% | 00.0% | Unchanged |
| Prana Capital Management, LP | 2,263 | $452.1K | 0.04% | +2,263 | New |
| Strategic Wealth Partners, Ltd. | 2,262 | $451.9K | 0.07% | −728−24.3% | Reduced |
| David J Yvars Group | 2,260 | $451.5K | 0.41% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,256 | $451.2K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,251 | $450.0K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,249 | $449.3K | 0.23% | +41+1.9% | Added |
| Stokes Family Office, LLC | 2,237 | $446.9K | 0.06% | −606−21.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,234 | $446.3K | 0.15% | −135−5.7% | Reduced |
| Prentice Wealth Management LLC | 2,230 | $445.5K | 0.21% | +132+6.3% | Added |
| Centurion Wealth Management LLC | 2,230 | $445.5K | 0.23% | +612+37.8% | Added |
| Spotlight Asset Group, Inc. | 2,748 | $440.0K | 0.44% | +2,748 | New |
| Redwood Financial Network Corp | 2,194 | $438.3K | 0.45% | −9−0.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,192 | $437.9K | 0.44% | +441+25.2% | Added |
| Sage Mountain Advisors LLC | 2,186 | $436.7K | 0.07% | +652+42.5% | Added |
| Smithfield Trust Co | 2,179 | $435.0K | 0.03% | −942−30.2% | Reduced |
| Angeles Investment Advisors, LLC | 2,169 | $433.3K | 0.04% | +160+8.0% | Added |
| Jackson Creek Investment Advisors LLC | 2,161 | $432.0K | 0.18% | +2,161 | New |
| SOA Wealth Advisors, LLC. | 2,154 | $430.3K | 0.11% | −110−4.9% | Reduced |
| Waterloo Capital, L.P. | 2,153 | $430.1K | 0.13% | +2,153 | New |
| Cim Investment Mangement Inc | 2,149 | $429.3K | 0.16% | −2,717−55.8% | Reduced |
| Garner Asset Management Corp | 2,144 | $428.0K | 0.20% | +100+4.9% | Added |
| Austin Private Wealth, LLC | 2,136 | $426.7K | 0.07% | +263+14.0% | Added |
| Amussen Hunsaker Associates LLC | 2,134 | $426.4K | 0.11% | −129−5.7% | Reduced |
| Tolleson Wealth Management, Inc. | 2,129 | $425.0K | 0.11% | −500−19.0% | Reduced |
| Salvus Wealth Management, LLC | 2,119 | $423.3K | 0.34% | +299+16.4% | Added |
| Intrua Financial, LLC | 2,087 | $421.2K | 0.09% | −382−15.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,105 | $420.5K | 0.05% | −351−14.3% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 2,105 | $420.5K | 1.17% | +2,105 | New |
| Bremer Bank National Association | 2,101 | $419.7K | 0.08% | −105−4.8% | Reduced |
| Collective Family Office LLC | 2,101 | $419.7K | 0.17% | −23−1.1% | Reduced |
| Redwood Investments, LLC | 2,094 | $418.3K | 0.05% | −114−5.2% | Reduced |