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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 32,723 | $6.54M | 0.11% | −7,661−19.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,692 | $6.53M | 1.04% | +9,217+39.3% | Added |
| Great Lakes Advisors, LLC | 32,574 | $6.51M | 0.06% | +32,574 | New |
| Xcel Wealth Management, LLC | 32,496 | $6.49M | 2.28% | −2,150−6.2% | Reduced |
| Wedbush Securities Inc | 32,406 | $6.47M | 0.32% | −5,256−14.0% | Reduced |
| Avantax Advisory Services, Inc. | 32,354 | $6.46M | 0.08% | −1,187−3.5% | Reduced |
| National Asset Management, Inc. | 32,281 | $6.45M | 0.17% | +5,839+22.1% | Added |
| Arrow Financial Corp | 32,245 | $6.44M | 0.84% | +1,885+6.2% | Added |
| Vestmark Advisory Solutions, Inc. | 32,186 | $6.43M | 0.28% | +1,290+4.2% | Added |
| Commerce Bank | 31,890 | $6.37M | 0.05% | −1,804−5.4% | Reduced |
| First Horizon Advisors, Inc. | 31,850 | $6.36M | 0.23% | −10,428−24.7% | Reduced |
| Evergreen Capital Management LLC | 31,732 | $6.34M | 0.28% | +7,050+28.6% | Added |
| Thames Capital Management LLC | 31,472 | $6.29M | 4.42% | +31,472 | New |
| Northwestern Mutual Investment Management Company, LLC | 31,434 | $6.28M | 0.16% | +91+0.3% | Added |
| Bank Hapoalim BM | 31,384 | $6.27M | 0.87% | +679+2.2% | Added |
| Level Four Advisory Services, LLC | 31,318 | $6.26M | 0.41% | +11,451+57.6% | Added |
| Pinnacle Associates Ltd | 31,135 | $6.22M | 0.13% | +1,632+5.5% | Added |
| Spinnaker Trust | 31,081 | $6.21M | 0.47% | +6,964+28.9% | Added |
| Sawtooth Solutions, LLC | 30,865 | $6.17M | 0.16% | +23,550+321.9% | Added |
| Shell Asset Management Co | 30,817 | $6.16M | 0.26% | +637+2.1% | Added |
| AXS Investments LLC | 30,627 | $6.12M | 2.02% | −3,004−8.9% | Reduced |
| Cresset Asset Management, LLC | 30,566 | $6.11M | 0.12% | −1,945−6.0% | Reduced |
| Caxton Associates LP | 30,512 | $6.10M | 0.97% | +19,127+168.0% | Added |
| Ceera Investments, LLC | 30,408 | $6.07M | 3.88% | +1,362+4.7% | Added |
| Power Corp of Canada | 31,912 | $6.07M | 0.64% | +16,212+103.3% | Added |
| Penserra Capital Management LLC | 30,351 | $6.06M | 0.13% | +25,304+501.4% | Added |
| Burney Co | 30,230 | $6.04M | 0.30% | +30,230 | New |
| KCM Investment Advisors LLC | 30,078 | $6.01M | 0.24% | −3,304−9.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 30,031 | $6.00M | 0.31% | −2,334−7.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,980 | $5.99M | 0.36% | +29,980 | New |
| Shufro Rose & Co LLC | 29,791 | $5.95M | 0.55% | +854+3.0% | Added |
| GWM Advisors LLC | 29,892 | $5.93M | 0.07% | +8,789+41.6% | Added |
| FourThought Financial Partners, LLC | 29,530 | $5.90M | 0.81% | +2,027+7.4% | Added |
| Hudson Valley Investment Advisors Inc | 29,486 | $5.89M | 0.82% | +7,033+31.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,276 | $5.85M | 0.24% | +1,291+4.6% | Added |
| Oak Associates, Ltd | 28,929 | $5.78M | 0.48% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 28,908 | $5.78M | 0.18% | −355−1.2% | Reduced |
| Advisor Partners II, LLC | 28,761 | $5.75M | 0.32% | +7,117+32.9% | Added |
| Gifford Fong Associates | 28,586 | $5.71M | 1.50% | −19,035−40.0% | Reduced |
| Stelac Advisory Services LLC | 28,510 | $5.70M | 2.47% | −34−0.1% | Reduced |
| Wetherby Asset Management Inc | 28,415 | $5.68M | 0.33% | +3,125+12.4% | Added |
| Simmons Bank | 28,336 | $5.66M | 0.48% | +1,279+4.7% | Added |
| ExodusPoint Capital Management, LP | 28,312 | $5.66M | 0.06% | −25,428−47.3% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $5.65M | 0.27% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 28,143 | $5.62M | 0.13% | −15,705−35.8% | Reduced |
| Prentiss Smith & Co Inc | 28,137 | $5.62M | 4.17% | −1,063−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 74,222 | $5.59M | 0.27% | −4,914−6.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,953 | $5.58M | 3.15% | −624−2.2% | Reduced |
| Barrier Capital Management, LLC | 27,783 | $5.55M | 6.55% | −6,900−19.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,662 | $5.53M | 4.43% | +896+3.3% | Added |
| Intech Investment Management LLC | 27,614 | $5.52M | 0.04% | −7,482−21.3% | Reduced |
| Brighton Jones LLC | 27,603 | $5.51M | 0.31% | −1,192−4.1% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $5.51M | 1.08% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 27,402 | $5.47M | 0.60% | +27,402 | New |
| Kestra Private Wealth Services, LLC | 27,385 | $5.47M | 0.22% | +557+2.1% | Added |
| Strategic Advisors LLC | 27,377 | $5.47M | 1.11% | −510−1.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 27,370 | $5.47M | 5.99% | +24,319+797.1% | Added |
| Stratos Wealth Partners, LTD. | 27,286 | $5.45M | 0.15% | −1,410−4.9% | Reduced |
| Desjardins Global Asset Management Inc. | 27,233 | $5.44M | 0.68% | +22,236+445.0% | Added |
| Massmutual Trust Co FSB | 27,209 | $5.44M | 0.21% | +3,308+13.8% | Added |
| Balyasny Asset Management LLC | 27,133 | $5.42M | 0.02% | −858,502−96.9% | Reduced |
| Webster Bank, N. A. | 27,120 | $5.42M | 0.71% | −656−2.4% | Reduced |
| Evercore Wealth Management, LLC | 27,098 | $5.41M | 0.11% | −964−3.4% | Reduced |
| Stratos Wealth Advisors, LLC | 26,915 | $5.38M | 0.41% | −78−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 26,906 | $5.38M | 0.25% | −6,079−18.4% | Reduced |
| McRae Capital Management Inc | 26,822 | $5.36M | 1.54% | −55−0.2% | Reduced |
| Everence Capital Management Inc | 26,700 | $5.33M | 0.44% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 26,670 | $5.33M | 2.43% | +545+2.1% | Added |
| Johnson Investment Counsel Inc | 26,654 | $5.32M | 0.07% | −9,196−25.7% | Reduced |
| Summit Trail Advisors, LLC | 26,614 | $5.32M | 0.21% | +3,099+13.2% | Added |
| Empirical Finance, LLC | 26,582 | $5.31M | 0.50% | +1,544+6.2% | Added |
| Blue Zone Wealth Advisors, LLC | 26,430 | $5.28M | 2.82% | −16−0.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,400 | $5.27M | 1.78% | +5,500+26.3% | Added |
| DuPont Capital Management Corp | 26,321 | $5.26M | 0.25% | +12,222+86.7% | Added |
| Mirova | 26,212 | $5.24M | 0.76% | −1,816−6.5% | Reduced |
| Discovery Capital Management, LLC | 26,200 | $5.23M | 0.71% | +26,200 | New |
| Codex Capital, L.L.C. | 26,100 | $5.21M | 3.59% | 00.0% | Unchanged |
| Central Trust Co | 26,053 | $5.20M | 0.15% | −2,646−9.2% | Reduced |
| Empowered Funds, LLC | 25,928 | $5.18M | 0.31% | +17,554+209.6% | Added |
| Marietta Wealth Management, LLC | 25,843 | $5.16M | 1.10% | +2,009+8.4% | Added |
| Arkadios Wealth Advisors | 25,716 | $5.14M | 0.61% | +3,036+13.4% | Added |
| SP Asset Management LLC | 25,444 | $5.08M | 0.62% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 25,410 | $5.08M | 0.50% | +8,747+52.5% | Added |
| Cary Street Partner Investment Advisory LLC | 25,210 | $5.04M | 0.36% | +331+1.3% | Added |
| De Burlo Group Inc | 25,079 | $5.01M | 0.98% | −1,075−4.1% | Reduced |
| Alight Capital Management LP | 25,000 | $4.99M | 3.07% | +5,000+25.0% | Added |
| Metavasi Capital LP | 25,000 | $4.99M | 3.72% | +25,000 | New |
| Timber Creek Capital Management LLC | 24,868 | $4.97M | 1.77% | −112−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 24,802 | $4.95M | 0.57% | +1,262+5.4% | Added |
| Snowden Capital Advisors LLC | 24,734 | $4.94M | 0.19% | +3,641+17.3% | Added |
| LGT Group Foundation | 24,615 | $4.92M | 0.14% | +984+4.2% | Added |
| Channing Capital Management, LLC | 24,410 | $4.88M | 0.16% | −54,807−69.2% | Reduced |
| Cohen Capital Management, Inc. | 24,365 | $4.87M | 0.98% | 00.0% | Unchanged |
| Iowa State Bank | 24,219 | $4.84M | 1.21% | −1,124−4.4% | Reduced |
| Meridian Management Co | 23,712 | $4.74M | 1.55% | +8,743+58.4% | Added |
| Progressive Investment Management Corp | 23,662 | $4.73M | 1.53% | −23,178−49.5% | Reduced |
| HBW Advisory Services LLC | 23,654 | $4.72M | 1.18% | −1,320−5.3% | Reduced |
| Vestcor Inc | 23,627 | $4.72M | 0.17% | −96−0.4% | Reduced |
| Kornitzer Capital Management Inc | 23,621 | $4.72M | 0.09% | +1,230+5.5% | Added |
| First Nebraska Trust Co | 23,554 | $4.71M | 0.59% | −70−0.3% | Reduced |