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; 2,492 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
- 2,183
- +198 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
- 347
- 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $36.0M | 1.12% | – | – |
| Vontobel Holding Ltd. | 179,916 | $35.9M | 0.33% | −28,308−13.6% | Reduced |
| Aureus Asset Management, LLC | 179,116 | $35.8M | 2.83% | +21,536+13.7% | Added |
| Financial Counselors Inc | 175,708 | $35.1M | 0.76% | +3,967+2.3% | Added |
| Scotia Capital Inc. | 175,559 | $35.1M | 0.26% | +7,840+4.7% | Added |
| RMB Capital Management, LLC | 174,202 | $34.8M | 1.22% | −354−0.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 174,141 | $34.8M | 1.01% | +174,141 | New |
| The PNC Financial Services Group, Inc. | 173,492 | $34.7M | 0.03% | +12,903+8.0% | Added |
| Brown Advisory Inc | 172,298 | $34.4M | 0.06% | −1,386−0.8% | Reduced |
| Utah Retirement Systems | 171,532 | $34.3M | 0.50% | +500+0.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 170,029 | $34.0M | 0.65% | −474,066−73.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 169,755 | $33.9M | 0.46% | −2,900−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 169,525 | $33.9M | 0.29% | +491+0.3% | Added |
| Crosslink Capital Inc | 167,425 | $33.4M | 6.79% | +38,670+30.0% | Added |
| Heritage Investors Management Corp | 166,906 | $33.3M | 1.43% | −100.0% | Reduced |
| FDx Advisors, Inc. | 249,113 | $33.0M | 1.44% | 00.0% | Unchanged |
| Lannebo Fonder AB | 165,000 | $33.0M | 5.29% | +20,000+13.8% | Added |
| Braun Stacey Associates Inc | 163,374 | $32.6M | 0.85% | +163,374 | New |
| Hollencrest Capital Management | 161,685 | $32.3M | 3.45% | +210.0% | Added |
| USS Investment Management Ltd | 158,858 | $31.7M | 0.44% | +7,194+4.7% | Added |
| Becker Capital Management Inc | 158,457 | $31.7M | 1.25% | +9,866+6.6% | Added |
| New York Life Investment Management LLC | 157,337 | $31.4M | 0.35% | −14,834−8.6% | Reduced |
| Kempen Capital Management N.V. | 155,612 | $31.1M | 0.59% | −7,229−4.4% | Reduced |
| Pinnacle Financial Partners Inc | 153,739 | $30.7M | 0.83% | +29,321+23.6% | Added |
| Renaissance Group LLC | 150,604 | $30.1M | 1.38% | +150,604 | New |
| Crestwood Advisors Group LLC | 150,408 | $30.0M | 1.00% | +13,366+9.8% | Added |
| Hudson Bay Capital Management LP | 150,000 | $30.0M | 0.33% | −368,000−71.0% | Reduced |
| Xponance, Inc. | 149,951 | $30.0M | 0.44% | +3,289+2.2% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $29.1M | 2.84% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 143,080 | $28.6M | 0.34% | +240+0.2% | Added |
| Morningstar Investment Services LLC | 144,923 | $28.5M | 0.38% | −5,276−3.5% | Reduced |
| Vancity Investment Management Ltd | 142,448 | $28.5M | 3.99% | +335+0.2% | Added |
| Yousif Capital Management, LLC | 142,401 | $28.4M | 0.37% | −4,835−3.3% | Reduced |
| Westpac Banking Corp | 141,932 | $28.4M | 0.38% | −17,339−10.9% | Reduced |
| Baader Bank INC | 141,013 | $28.2M | 2.11% | −1,987−1.4% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 140,000 | $28.0M | 1.61% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 138,231 | $27.6M | 0.10% | −1,488−1.1% | Reduced |
| State of Alaska, Department of Revenue | 137,788 | $27.5M | 0.33% | −2,190−1.6% | Reduced |
| Connectus Wealth, LLC | 137,602 | $27.5M | 0.68% | −7,649−5.3% | Reduced |
| Huntington National Bank | 137,452 | $27.5M | 0.27% | +91,043+196.2% | Added |
| Glenmede Trust Co NA | 136,999 | $27.4M | 0.16% | −109,242−44.4% | Reduced |
| Gulf International Bank (UK) Ltd | 136,208 | $27.2M | 0.57% | −35,980−20.9% | Reduced |
| M&T Bank Corp | 135,634 | $27.1M | 0.10% | +4,850+3.7% | Added |
| Regions Financial Corp | 133,040 | $26.6M | 0.24% | +1,573+1.2% | Added |
| Pacer Advisors, Inc. | 131,048 | $26.2M | 0.11% | +127,188+3,295.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 129,104 | $25.8M | 0.40% | −827,033−86.5% | Reduced |
| Swiss Life Asset Management Ltd | 127,042 | $25.4M | 0.38% | −22,177−14.9% | Reduced |
| NewEdge Wealth, LLC | 125,876 | $25.1M | 0.95% | −1,834−1.4% | Reduced |
| Stephens Inc | 125,112 | $25.0M | 0.48% | +6,122+5.1% | Added |
| Steel Peak Wealth Management LLC | 123,476 | $24.7M | 1.68% | −1,257−1.0% | Reduced |
| CIBC World Markets Corp | 122,478 | $24.5M | 0.40% | −269,098−68.7% | Reduced |
| Tocqueville Asset Management L.P. | 122,434 | $24.5M | 0.46% | +6,774+5.9% | Added |
| Pictet & Cie (Europe) SA | 122,165 | $24.4M | 1.01% | +25,267+26.1% | Added |
| Moore Capital Management, LP | 121,344 | $24.2M | 0.76% | +102,011+527.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 121,319 | $24.2M | 0.12% | −17,928−12.9% | Reduced |
| Alberta Investment Management Corp | 120,664 | $24.1M | 0.23% | +63,224+110.1% | Added |
| Brinker Capital Investments, LLC | 119,699 | $23.9M | 0.31% | +7,114+6.3% | Added |
| Orion Portfolio Solutions, LLC | 119,699 | $23.9M | 0.31% | +82,806+224.4% | Added |
| Greenlea Lane Capital Management, LLC | 119,595 | $23.9M | 9.54% | −94,810−44.2% | Reduced |
| Guggenheim Capital LLC | 119,590 | $23.9M | 0.20% | −11,860−9.0% | Reduced |
| Czech National Bank | 117,832 | $23.5M | 0.58% | +795+0.7% | Added |
| United Capital Financial Advisers, LLC | 117,730 | $23.5M | 0.13% | +25,482+27.6% | Added |
| Silvant Capital Management LLC | 116,867 | $23.3M | 1.52% | −2,009−1.7% | Reduced |
| Light Street Capital Management, LLC | 116,800 | $23.3M | 5.69% | −2,486−2.1% | Reduced |
| Cetera Advisor Networks LLC | 116,645 | $23.3M | 0.17% | −1,986−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,392 | $23.0M | 0.29% | −14,665−11.3% | Reduced |
| Cornerstone Advisors, LLC | 115,000 | $23.0M | 1.07% | 00.0% | Unchanged |
| Greenleaf Trust | 113,177 | $22.6M | 0.26% | +6,622+6.2% | Added |
| Howard Capital Management Group, LLC | 113,007 | $22.6M | 2.39% | +6,365+6.0% | Added |
| Erste Asset Management GmbH | 114,805 | $22.6M | 0.43% | +51,361+81.0% | Added |
| Rheos Capital Works Inc. | 112,600 | $22.5M | 1.25% | +112,600 | New |
| Artemis Investment Management LLP | 110,784 | $22.1M | 0.27% | +110,784 | New |
| Jefferies Financial Group Inc. | 110,351 | $22.0M | 0.47% | +41,824+61.0% | Added |
| Guinness Asset Management LTD | 110,226 | $22.0M | 0.56% | +126+0.1% | Added |
| Franklin Street Advisors Inc | 109,946 | $22.0M | 2.00% | +43,987+66.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 109,857 | $21.9M | 0.81% | +2,965+2.8% | Added |
| Akaris Global Partners, LP | 109,700 | $21.9M | 6.84% | +109,700 | New |
| Twin Tree Management, LP | 109,612 | $21.9M | 0.62% | −333,104−75.2% | Reduced |
| Sycomore Asset Management | 113,424 | $21.7M | 6.21% | +69,786+159.9% | Added |
| Tokio Marine Asset Management Co Ltd | 107,410 | $21.5M | 1.50% | +1,610+1.5% | Added |
| CWM, LLC | 106,346 | $21.2M | 0.14% | +9,578+9.9% | Added |
| Federated Hermes, Inc. | 105,664 | $21.1M | 0.05% | −251,246−70.4% | Reduced |
| Factory Mutual Insurance Co | 104,300 | $20.8M | 0.33% | −36,600−26.0% | Reduced |
| Insight Holdings Group, LLC | 104,000 | $20.8M | 0.47% | +104,000 | New |
| Wesbanco Bank Inc | 103,771 | $20.7M | 0.90% | −9,890−8.7% | Reduced |
| ClariVest Asset Management LLC | 103,131 | $20.6M | 0.92% | −3,292−3.1% | Reduced |
| Thomasville National Bank | 102,359 | $20.4M | 2.11% | −111−0.1% | Reduced |
| NS Partners Ltd | 101,803 | $20.3M | 1.14% | +97+0.1% | Added |
| TCTC Holdings, LLC | 100,847 | $20.1M | 0.81% | +6,400+6.8% | Added |
| Ithaka Group LLC | 99,023 | $19.8M | 4.17% | −124,397−55.7% | Reduced |
| MayTech Global Investments, LLC | 98,775 | $19.7M | 5.42% | −3,057−3.0% | Reduced |
| Boston Common Asset Management, LLC | 98,555 | $19.7M | 0.41% | −7,718−7.3% | Reduced |
| Davidson Investment Advisors | 98,014 | $19.6M | 1.28% | +12,873+15.1% | Added |
| Bloom Tree Partners, LLC | 97,756 | $19.5M | 9.50% | −34,950−26.3% | Reduced |
| Cambridge Trust Co | 97,528 | $19.5M | 0.93% | −3,539−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 96,959 | $19.4M | 0.31% | +8,263+9.3% | Added |
| AE Wealth Management LLC | 96,092 | $19.2M | 0.12% | +6,325+7.0% | Added |
| Cetera Advisors LLC | 95,236 | $19.0M | 0.32% | −437−0.5% | Reduced |
| Columbus Hill Capital Management, L.P. | 95,000 | $19.0M | 7.30% | +95,000 | New |
| TD Waterhouse Canada Inc. | 86,534 | $18.8M | 0.19% | +25,961+42.9% | Added |