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
- 2,182
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 52,298 | $10.4M | 1.18% | −675−1.3% | Reduced |
| Flputnam Investment Management Co | 51,991 | $10.4M | 0.34% | +15,059+40.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 51,707 | $10.3M | 0.67% | −6,016−10.4% | Reduced |
| Cornerstone Capital, Inc. | 51,154 | $10.2M | 1.23% | +150.0% | Added |
| Achmea Investment Management B.V. | 50,214 | $10.0M | 0.29% | +5,021+11.1% | Added |
| Chesley Taft & Associates LLC | 50,075 | $10.0M | 0.66% | +162+0.3% | Added |
| Banque Cantonale Vaudoise | 48,801 | $9.75M | 0.48% | +5,868+13.7% | Added |
| Crossmark Global Holdings, Inc. | 48,697 | $9.73M | 0.23% | −2,164−4.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 48,291 | $9.65M | 0.34% | +48,278+371,369.2% | Added |
| Buckingham Capital Management, Inc. | 48,159 | $9.62M | 1.54% | +601+1.3% | Added |
| Foster Victor Wealth Advisors, LLC | 48,522 | $9.57M | 1.16% | −5,534−10.2% | Reduced |
| D.A. Davidson & Co. | 47,333 | $9.46M | 0.11% | +7,800+19.7% | Added |
| Rothschild Investment Corp | 47,144 | $9.42M | 0.82% | +4,655+11.0% | Added |
| Exchange Capital Management, Inc. | 46,653 | $9.32M | 1.89% | +195+0.4% | Added |
| BWCP, LP | 46,558 | $9.30M | 3.64% | +46,558 | New |
| Prudential PLC | 46,435 | $9.28M | 0.11% | +2,686+6.1% | Added |
| Boston Private Wealth LLC | 46,329 | $9.26M | 0.13% | +541+1.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 46,319 | $9.25M | 3.37% | −8,335−15.3% | Reduced |
| New Mexico Educational Retirement Board | 46,286 | $9.25M | 0.47% | −1,500−3.1% | Reduced |
| O'Neil Global Advisors, Inc. | 46,243 | $9.24M | 4.77% | +46,243 | New |
| Edge Wealth Management LLC | 46,236 | $9.23M | 2.12% | −209−0.4% | Reduced |
| Mill Capital Management, LLC | 46,095 | $9.21M | 0.94% | +46,095 | New |
| CMH Wealth Management LLC | 45,899 | $9.17M | 2.65% | +7,808+20.5% | Added |
| Cullinan Associates Inc | 45,626 | $9.12M | 0.53% | +1,576+3.6% | Added |
| Moreno Evelyn V | 45,486 | $9.09M | 2.06% | +1,086+2.4% | Added |
| Motco | 45,011 | $8.99M | 0.61% | +832+1.9% | Added |
| Harbor Spring Capital, LLC | 45,000 | $8.99M | 3.62% | +45,000 | New |
| Leonteq Securities AG | 44,978 | $8.99M | 0.83% | −308,299−87.3% | Reduced |
| Tran Capital Management, L.P. | 44,882 | $8.97M | 1.12% | +42,105+1,516.2% | Added |
| E. Ohman J:or Asset Management AB | 44,850 | $8.96M | 0.35% | +2,300+5.4% | Added |
| Metropolitan Life Insurance Co | 44,728 | $8.94M | 0.46% | −13,112−22.7% | Reduced |
| Adell Harriman & Carpenter Inc | 44,006 | $8.79M | 0.94% | +1,505+3.5% | Added |
| Pathstone Family Office, LLC | 43,743 | $8.79M | 0.14% | −10,094−18.7% | Reduced |
| Strategic Wealth Designers | 43,956 | $8.78M | 1.63% | +6,615+17.7% | Added |
| O'Shaughnessy Asset Management, LLC | 43,754 | $8.74M | 0.14% | +13,512+44.7% | Added |
| Iyo Bank, Ltd. | 43,532 | $8.70M | 5.09% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 43,500 | $8.69M | 0.15% | +43,500 | New |
| Toroso Investments, LLC | 43,400 | $8.67M | 0.29% | +10,355+31.3% | Added |
| Illinois Municipal Retirement Fund | 43,206 | $8.63M | 0.18% | 00.0% | Unchanged |
| Sandy Spring Bank | 43,141 | $8.62M | 0.49% | −1,984−4.4% | Reduced |
| Abbrea Capital, LLC | 43,107 | $8.61M | 1.46% | −7,855−15.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 43,014 | $8.59M | 0.97% | +1,081+2.6% | Added |
| Bryn Mawr Trust Co | 42,296 | $8.45M | 0.37% | +972+2.4% | Added |
| Private Asset Management Inc | 42,279 | $8.45M | 1.39% | −4,441−9.5% | Reduced |
| Essex Investment Management Co LLC | 42,213 | $8.43M | 1.23% | −2,819−6.3% | Reduced |
| CFM Wealth Partners LLC | 41,946 | $8.38M | 2.32% | −613−1.4% | Reduced |
| Hillman Capital Management, Inc. | 41,446 | $8.28M | 3.13% | +469+1.1% | Added |
| GDS Wealth Management | 41,339 | $8.26M | 1.46% | −17,763−30.1% | Reduced |
| Advisory Services Network, LLC | 41,101 | $8.21M | 0.23% | +1,175+2.9% | Added |
| Metis Global Partners, LLC | 41,011 | $8.19M | 0.53% | +10,157+32.9% | Added |
| Liontrust Investment Partners LLP | 41,000 | $8.19M | 0.12% | −17,000−29.3% | Reduced |
| Sand Hill Global Advisors, LLC | 40,906 | $8.17M | 0.44% | −494−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 40,893 | $8.17M | 0.19% | −219−0.5% | Reduced |
| Fragasso Group Inc. | 40,851 | $8.16M | 0.93% | +6,560+19.1% | Added |
| Assetmark, Inc | 40,328 | $8.06M | 0.03% | +6,977+20.9% | Added |
| Daymark Wealth Partners, LLC | 40,290 | $8.05M | 1.07% | −336−0.8% | Reduced |
| Ogborne Capital Management, LLC | 40,000 | $7.99M | 7.90% | +40,000 | New |
| Philadelphia Trust Co | 39,982 | $7.99M | 0.81% | +630+1.6% | Added |
| Beacon Pointe Advisors, LLC | 39,530 | $7.90M | 0.13% | −1,983−4.8% | Reduced |
| Cetera Investment Advisers | 39,417 | $7.87M | 0.07% | +70.0% | Added |
| Verition Fund Management LLC | 39,126 | $7.82M | 0.12% | +11,720+42.8% | Added |
| Stonebridge Capital Advisors LLC | 38,790 | $7.75M | 0.88% | +1,313+3.5% | Added |
| Bogart Wealth, LLC | 38,298 | $7.65M | 0.51% | +1,675+4.6% | Added |
| Kinneret Advisory, LLC | 38,252 | $7.64M | 0.99% | −2,055−5.1% | Reduced |
| RPG Investment Advisory, LLC | 38,135 | $7.62M | 1.34% | +199+0.5% | Added |
| Equitable Trust Co | 38,090 | $7.61M | 0.60% | +2,925+8.3% | Added |
| Oppenheimer & Co Inc | 38,010 | $7.59M | 0.16% | −7,737−16.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 37,471 | $7.49M | 0.66% | +332+0.9% | Added |
| Westwood Management Corp | 37,401 | $7.47M | 0.95% | −200−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 37,384 | $7.47M | 0.55% | +382+1.0% | Added |
| Neville Rodie & Shaw Inc | 37,198 | $7.43M | 0.67% | +1,925+5.5% | Added |
| Moors & Cabot, Inc. | 37,132 | $7.42M | 0.51% | −991−2.6% | Reduced |
| Prospera Financial Services Inc | 37,112 | $7.41M | 0.30% | +294+0.8% | Added |
| Means Investment Co., Inc. | 36,854 | $7.36M | 1.29% | +348+1.0% | Added |
| First National Trust Co | 36,206 | $7.23M | 0.38% | −1,397−3.7% | Reduced |
| Pearl River Capital, LLC | 36,186 | $7.23M | 1.15% | +24,856+219.4% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 36,000 | $7.19M | 0.45% | +36,000 | New |
| Capital International Inc | 35,967 | $7.19M | 0.14% | +35,967 | New |
| Brookstone Capital Management | 36,279 | $7.15M | 0.14% | +10,621+41.4% | Added |
| Marks Group Wealth Management, Inc | 35,614 | $7.11M | 0.91% | +8,056+29.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,582 | $7.11M | 0.58% | −76−0.2% | Reduced |
| Spire Wealth Management | 35,530 | $7.10M | 0.28% | +26,097+276.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 36,213 | $7.07M | 1.50% | +13,921+62.4% | Added |
| Keybank National Association | 35,396 | $7.07M | 0.03% | +327+0.9% | Added |
| Profund Advisors LLC | 35,387 | $7.07M | 0.44% | −1,981−5.3% | Reduced |
| Fiduciary Trust Co | 35,113 | $7.01M | 0.13% | +2,916+9.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,934 | $6.98M | 2.22% | −945−2.6% | Reduced |
| Sigma Planning Corp | 34,447 | $6.88M | 0.23% | −219−0.6% | Reduced |
| Forbes J M & Co LLP | 34,441 | $6.88M | 0.94% | −1,554−4.3% | Reduced |
| Meyer Handelman Co | 33,970 | $6.79M | 0.28% | +40+0.1% | Added |
| Umb Bank N A | 33,917 | $6.78M | 0.11% | −6,230−15.5% | Reduced |
| Grassi Investment Management | 33,913 | $6.78M | 0.84% | −270−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 33,876 | $6.77M | 0.25% | −199−0.6% | Reduced |
| Tiger Management L.L.C. | 33,700 | $6.73M | 4.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 33,461 | $6.68M | 0.44% | +25,571+324.1% | Added |
| Trust Co of Vermont | 33,350 | $6.66M | 0.46% | −1,274−3.7% | Reduced |
| Vinva Investment Management Ltd | 33,879 | $6.66M | 0.56% | +33,879 | New |
| L & S Advisors Inc | 33,027 | $6.60M | 0.92% | +33,027 | New |
| Novare Capital Management LLC | 33,020 | $6.60M | 0.75% | +3,493+11.8% | Added |
| Tower Research Capital LLC (TRC) | 32,793 | $6.55M | 0.21% | +1,743+5.6% | Added |