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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 94,079 | $18.8M | 0.80% | +26,100+38.4% | Added |
| MMBG Investment Advisors Co. | 94,029 | $18.8M | 2.38% | −3,175−3.3% | Reduced |
| Harvest Portfolios Group Inc. | 93,677 | $18.7M | 0.92% | +13,729+17.2% | Added |
| Chilton Capital Management LLC | 93,454 | $18.7M | 1.08% | +2,881+3.2% | Added |
| Front Barnett Associates LLC | 91,681 | $18.3M | 2.15% | +5,675+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 90,816 | $18.1M | 0.40% | −330.0% | Reduced |
| Bank of Nova Scotia | 90,199 | $18.0M | 0.05% | −79,918−47.0% | Reduced |
| British Columbia Investment Management Corp | 89,422 | $17.9M | 0.19% | +746+0.8% | Added |
| Wealthfront Advisers LLC | 89,329 | $17.8M | 0.08% | +42,645+91.3% | Added |
| Atria Investments LLC | 88,604 | $17.7M | 0.34% | +25,330+40.0% | Added |
| Kestra Advisory Services, LLC | 88,120 | $17.6M | 0.19% | −19,776−18.3% | Reduced |
| Tiaa, FSB | 87,628 | $17.5M | 0.06% | +72,215+468.5% | Added |
| Hartford Investment Management Co | 86,996 | $17.4M | 0.59% | +11,828+15.7% | Added |
| NorthCrest Asset Manangement, LLC | 86,601 | $17.3M | 0.72% | +1,094+1.3% | Added |
| Kingdon Capital Management, L.L.C. | 86,500 | $17.3M | 4.05% | −1,400−1.6% | Reduced |
| Cidel Asset Management Inc | 86,094 | $17.2M | 0.79% | +49,971+138.3% | Added |
| Pittenger & Anderson Inc | 84,189 | $16.8M | 0.87% | −3,472−4.0% | Reduced |
| Shannon River Fund Management LLC | 83,605 | $16.7M | 3.77% | +56,605+209.6% | Added |
| Boston Family Office LLC | 82,965 | $16.6M | 1.33% | −9,123−9.9% | Reduced |
| Securian Asset Management, Inc | 82,837 | $16.5M | 0.44% | +627+0.8% | Added |
| RDST Capital LLC | 81,450 | $16.3M | 8.90% | −3,200−3.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $16.0M | 0.22% | +5,000+6.7% | Added |
| Paragon Capital Management Ltd | 79,617 | $15.9M | 3.64% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 79,454 | $15.9M | 0.42% | +14,500+22.3% | Added |
| Kentucky Retirement Systems | 79,067 | $15.8M | 0.58% | +839+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 78,751 | $15.7M | 0.42% | +10,037+14.6% | Added |
| Nishkama Capital, LLC | 78,654 | $15.7M | 3.77% | +78,654 | New |
| Norinchukin Bank, The | 78,154 | $15.6M | 0.31% | +1,825+2.4% | Added |
| Oregon Public Employees Retirement Fund | 77,471 | $15.5M | 0.19% | +374+0.5% | Added |
| Elo Mutual Pension Insurance Co | 77,427 | $15.5M | 0.49% | +150.0% | Added |
| CCM Investment Advisers LLC | 77,319 | $15.4M | 2.19% | +5,369+7.5% | Added |
| Sequoia Financial Advisors, LLC | 76,799 | $15.3M | 0.34% | +7,008+10.0% | Added |
| Noked Israel Ltd | 76,450 | $15.3M | 6.65% | +76,450 | New |
| Maryland State Retirement & Pension System | 76,194 | $15.2M | 0.34% | +450+0.6% | Added |
| MML Investors Services, LLC | 75,695 | $15.1M | 0.11% | −6,681−8.1% | Reduced |
| Avalon Investment & Advisory | 75,611 | $15.1M | 0.41% | +66,733+751.7% | Added |
| Commerzbank Aktiengesellschaft | 75,502 | $15.1M | 0.81% | −373,225−83.2% | Reduced |
| Soros Capital Management LLC | 75,500 | $15.1M | 10.98% | +75,500 | New |
| Ardmore Road Asset Management LP | 75,000 | $15.0M | 6.71% | +75,000 | New |
| Walleye Capital LLC | 74,944 | $15.0M | 0.30% | +18,968+33.9% | Added |
| CTC LLC | 75,866 | $14.9M | 0.47% | +75,866 | New |
| Community Trust & Investment Co | 74,484 | $14.9M | 1.28% | +14,084+23.3% | Added |
| Bridgecreek Investment Management, LLC | 74,270 | $14.8M | 3.06% | −115−0.2% | Reduced |
| Annex Advisory Services, LLC | 74,034 | $14.8M | 0.79% | +4,113+5.9% | Added |
| Yarbrough Capital, LLC | 72,522 | $14.5M | 1.18% | −2,445−3.3% | Reduced |
| Whittier Trust Co | 71,913 | $14.4M | 0.26% | +166+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 71,439 | $14.3M | 0.26% | −117,825−62.3% | Reduced |
| Interval Partners, LP | 71,290 | $14.2M | 0.80% | +60,850+582.9% | Added |
| Azimuth Capital Investment Management LLC | 70,801 | $14.1M | 0.70% | +38,602+119.9% | Added |
| Lido Advisors, LLC | 69,802 | $13.9M | 0.19% | +45,307+185.0% | Added |
| Fulton Breakefield Broenniman LLC | 69,244 | $13.8M | 1.19% | −1,013−1.4% | Reduced |
| Motley Fool Asset Management LLC | 69,039 | $13.8M | 1.53% | −1,494−2.1% | Reduced |
| Perigon Wealth Management, LLC | 68,350 | $13.7M | 0.78% | −19,517−22.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 68,095 | $13.5M | 2.02% | −7,142−9.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $13.3M | 2.23% | +5,000+7.4% | Added |
| Jag Capital Management, LLC | 66,412 | $13.3M | 1.72% | +43,820+194.0% | Added |
| Middleton & Co Inc | 66,396 | $13.3M | 1.91% | −994−1.5% | Reduced |
| Washington Trust Co | 65,525 | $13.1M | 0.59% | +2,493+4.0% | Added |
| Mercer Global Advisors Inc | 65,236 | $13.0M | 0.06% | +1,843+2.9% | Added |
| Louisiana State Employees Retirement System | 65,000 | $13.0M | 0.33% | +400+0.6% | Added |
| Old National Bancorp | 64,813 | $12.9M | 0.40% | +934+1.5% | Added |
| Jones Financial Companies LLLP | 64,542 | $12.9M | 0.02% | +2,719+4.4% | Added |
| LMR Partners LLP | 64,126 | $12.8M | 0.28% | +64,126 | New |
| Sit Investment Associates Inc | 63,906 | $12.8M | 0.35% | −2,085−3.2% | Reduced |
| Capital International Ltd | 63,752 | $12.7M | 0.76% | +63,752 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 63,551 | $12.7M | 0.44% | +5,747+9.9% | Added |
| Dash Acquisitions Inc. | 63,423 | $12.7M | 5.87% | +6,861+12.1% | Added |
| Amica Mutual Insurance Co | 62,888 | $12.6M | 1.40% | −20,432−24.5% | Reduced |
| Lyell Wealth Management, LP | 62,284 | $12.4M | 1.74% | −722−1.1% | Reduced |
| Gotham Asset Management, LLC | 61,975 | $12.4M | 0.30% | −49,093−44.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 61,868 | $12.4M | 0.30% | +61,868 | New |
| Private Advisor Group, LLC | 61,406 | $12.3M | 0.12% | −158−0.3% | Reduced |
| Roffman Miller Associates Inc | 60,847 | $12.2M | 0.97% | −5,748−8.6% | Reduced |
| Kingsview Wealth Management, LLC | 60,813 | $12.1M | 0.51% | −8,578−12.4% | Reduced |
| Premier Fund Managers Ltd | 61,600 | $12.1M | 0.48% | +61,600 | New |
| Parallel Advisors, LLC | 60,549 | $12.1M | 0.41% | +26,316+76.9% | Added |
| Freestone Capital Holdings, LLC | 60,323 | $12.1M | 0.54% | +99+0.2% | Added |
| JustInvest LLC | 60,264 | $12.0M | 0.42% | +22,786+60.8% | Added |
| Ally Financial Inc. | 60,000 | $12.0M | 1.77% | 00.0% | Unchanged |
| Trybe Capital Management LP | 58,893 | $11.8M | 10.53% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 58,766 | $11.7M | 0.16% | +5,037+9.4% | Added |
| Federation des caisses Desjardins du Quebec | 58,646 | $11.7M | 0.13% | +26,806+84.2% | Added |
| WoodTrust Financial Corp | 57,779 | $11.5M | 2.24% | +7,988+16.0% | Added |
| Northstar Asset Management Inc | 57,370 | $11.5M | 3.53% | +4,415+8.3% | Added |
| Acadian Asset Management LLC | 57,099 | $11.4M | 0.05% | −37,270−39.5% | Reduced |
| Engineers Gate Manager LP | 56,330 | $11.3M | 0.47% | +50,899+937.2% | Added |
| Synovus Financial Corp | 56,255 | $11.2M | 0.13% | −18,122−24.4% | Reduced |
| Atria Wealth Solutions, Inc. | 56,233 | $11.2M | 0.17% | −498−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 55,560 | $11.1M | 0.63% | +13,640+32.5% | Added |
| Highland Capital Management, LLC | 55,521 | $11.1M | 0.82% | −1,111−2.0% | Reduced |
| Ethic Inc. | 55,264 | $11.0M | 0.45% | +22,112+66.7% | Added |
| Talbot Financial, LLC | 55,150 | $11.0M | 2.05% | +2,163+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 54,743 | $10.9M | 0.45% | −14,972−21.5% | Reduced |
| Capital International Sarl | 54,420 | $10.9M | 0.55% | +54,420 | New |
| Jasper Ridge Partners, L.P. | 54,174 | $10.8M | 0.52% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 53,308 | $10.6M | 0.04% | +53,308 | New |
| Beacon Investment Advisory Services, Inc. | 53,249 | $10.6M | 0.52% | −545−1.0% | Reduced |
| Sandler Capital Management | 52,870 | $10.6M | 1.74% | +52,870 | New |
| One Capital Management, LLC | 52,646 | $10.5M | 0.52% | +720+1.4% | Added |
| Captrust Financial Advisors | 52,422 | $10.5M | 0.05% | +32+0.1% | Added |