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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 23,517 | $4.70M | 0.64% | +1,623+7.4% | Added |
| Corvex Management LP | 23,432 | $4.68M | 0.28% | −12,336−34.5% | Reduced |
| Orin Green Financial, LLC | 23,282 | $4.65M | 2.52% | +24+0.1% | Added |
| Plimoth Trust Co LLC | 23,260 | $4.65M | 1.44% | −1,895−7.5% | Reduced |
| Oak Harvest Investment Services | 23,201 | $4.64M | 1.07% | −3,007−11.5% | Reduced |
| Natixis | 23,172 | $4.63M | 0.04% | −1,043,244−97.8% | Reduced |
| Van Strum & Towne Inc. | 22,899 | $4.57M | 1.95% | +600+2.7% | Added |
| Bleakley Financial Group, LLC | 22,837 | $4.56M | 0.15% | +9,300+68.7% | Added |
| Tairen Capital Ltd | 22,726 | $4.54M | 0.69% | +7,336+47.7% | Added |
| Shelton Capital Management | 22,509 | $4.50M | 0.19% | −1,391−5.8% | Reduced |
| Independent Financial Group, LLC | 22,472 | $4.49M | 0.36% | −1,178−5.0% | Reduced |
| Bessemer Group Inc | 22,393 | $4.47M | 0.01% | −4,033−15.3% | Reduced |
| Fundamentun, LLC | 22,269 | $4.45M | 0.75% | −80.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 12,900 | $4.45M | 5.00% | +12,900 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,616 | $4.45M | 2.58% | −2,250−9.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,200 | $4.44M | 0.03% | −17,782−44.5% | Reduced |
| Hyman Charles D | 22,159 | $4.43M | 0.30% | +390+1.8% | Added |
| Meridian Wealth Management, LLC | 22,103 | $4.42M | 0.39% | +2,053+10.2% | Added |
| United Services Automobile Association | 21,915 | $4.38M | 0.14% | −13,964−38.9% | Reduced |
| Miracle Mile Advisors, LLC | 21,838 | $4.36M | 0.14% | −1,630−6.9% | Reduced |
| Roanoke Asset Management Corp | 21,815 | $4.36M | 1.86% | −50.0% | Reduced |
| FRG Family Wealth Advisors LLC | 21,768 | $4.35M | 0.99% | −578−2.6% | Reduced |
| M. Kulyk & Associates, LLC | 21,705 | $4.34M | 1.31% | +860+4.1% | Added |
| Pallas Capital Advisors LLC | 22,234 | $4.33M | 0.41% | +4,578+25.9% | Added |
| Independent Advisor Alliance | 21,583 | $4.31M | 0.21% | −1,063−4.7% | Reduced |
| Colony Group LLC | 21,475 | $4.29M | 0.06% | −6,927−24.4% | Reduced |
| Bokf, NA | 21,406 | $4.28M | 0.09% | −24,750−53.6% | Reduced |
| RB Capital Management, LLC | 21,348 | $4.26M | 1.39% | −550−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 21,206 | $4.24M | 0.44% | +39+0.2% | Added |
| Ostrum Asset Management | 21,194 | $4.23M | 0.37% | +21,194 | New |
| Dillon & Associates Inc | 21,158 | $4.23M | 0.84% | +603+2.9% | Added |
| Garde Capital, Inc. | 21,119 | $4.22M | 0.46% | +2,763+15.1% | Added |
| Cobalt Capital Management, Inc. | 21,000 | $4.20M | 1.53% | +21,000 | New |
| Elite Wealth Management, Inc. | 20,855 | $4.17M | 1.83% | +35+0.2% | Added |
| Dynamic Advisor Solutions LLC | 20,823 | $4.16M | 0.24% | +5,118+32.6% | Added |
| Once Capital Management, LLC | 20,800 | $4.16M | 4.43% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 20,783 | $4.15M | 2.01% | +529+2.6% | Added |
| Bridge Creek Capital Management LLC | 20,778 | $4.15M | 1.56% | +90+0.4% | Added |
| Vision Capital Management, Inc. | 20,760 | $4.15M | 0.75% | +5,972+40.4% | Added |
| Peapack Gladstone Financial Corp | 23,283 | $4.13M | 0.08% | +5,510+31.0% | Added |
| Boston Financial Mangement LLC | 20,633 | $4.12M | 0.16% | −90.0% | Reduced |
| Harbor Capital Advisors, Inc. | 20,605 | $4.12M | 1.19% | +14,369+230.4% | Added |
| Stoneridge Investment Partners LLC | 20,580 | $4.11M | 2.18% | −4,556−18.1% | Reduced |
| Caldwell Trust Co | 20,550 | $4.11M | 0.57% | −1,403−6.4% | Reduced |
| Petredis Investment Advisors LLC | 20,470 | $4.09M | 0.64% | −463−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,267 | $4.05M | 0.37% | +1,673+9.0% | Added |
| Checchi Capital Advisers, LLC | 20,232 | $4.04M | 0.39% | +11+0.1% | Added |
| Brown Brothers Harriman & Co | 20,183 | $4.03M | 0.03% | +566+2.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.02M | 3.76% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 20,032 | $4.00M | 0.32% | −150−0.7% | Reduced |
| JS Capital Management LLC | 20,000 | $4.00M | 0.72% | +20,000 | New |
| Migdal Insurance & Financial Holdings Ltd. | 20,274 | $3.99M | 0.09% | −269,640−93.0% | Reduced |
| DFPG Investments, LLC | 19,806 | $3.96M | 0.42% | +6,002+43.5% | Added |
| Sendero Wealth Management, LLC | 19,687 | $3.93M | 1.20% | +7,693+64.1% | Added |
| Sawyer & Company, Inc | 20,507 | $3.93M | 2.11% | −69−0.3% | Reduced |
| Trifecta Capital Advisors, LLC | 19,642 | $3.92M | 1.38% | +175+0.9% | Added |
| Chase Investment Counsel Corp | 19,492 | $3.89M | 2.15% | +19,492 | New |
| Global Endowment Management, LP | 19,453 | $3.89M | 0.41% | +11+0.1% | Added |
| Chartwell Investment Partners, LLC | 19,411 | $3.88M | 0.15% | +1,622+9.1% | Added |
| Gladstone Institutional Advisory LLC | 19,360 | $3.87M | 0.25% | +474+2.5% | Added |
| Lincoln National Corp | 19,299 | $3.86M | 0.08% | −438−2.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 19,270 | $3.85M | 0.81% | +3,340+21.0% | Added |
| Bray Capital Advisors | 19,256 | $3.85M | 1.12% | −54−0.3% | Reduced |
| GAM Holding AG | 19,219 | $3.84M | 0.27% | +19,219 | New |
| Zions Bancorporation, N.A. | 19,097 | $3.82M | 0.33% | +4,059+27.0% | Added |
| First Interstate Bank | 19,095 | $3.81M | 0.29% | +307+1.6% | Added |
| Venture Visionary Partners LLC | 19,078 | $3.81M | 0.24% | +1,080+6.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,950 | $3.79M | 0.02% | +18,950 | New |
| Veritable, L.P. | 18,890 | $3.77M | 0.06% | +1,758+10.3% | Added |
| Alliance Wealth Advisors, LLC | 18,780 | $3.75M | 1.51% | +1,014+5.7% | Added |
| Trust Co of Kansas | 18,580 | $3.71M | 2.37% | −48−0.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,517 | $3.70M | 2.12% | +702+3.9% | Added |
| Gardner Lewis Asset Management L P | 18,507 | $3.70M | 1.31% | +350+1.9% | Added |
| Pier 88 Investment Partners LLC | 18,483 | $3.69M | 0.89% | +18,483 | New |
| Bouvel Investment Partners, LLC | 18,416 | $3.68M | 2.15% | −48−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 18,405 | $3.68M | 0.62% | +18,405 | New |
| Woodmont Investment Counsel LLC | 18,398 | $3.68M | 0.40% | +3,446+23.0% | Added |
| Park Avenue Securities LLC | 18,280 | $3.65M | 0.06% | +431+2.4% | Added |
| BDO Wealth Advisors, LLC | 18,266 | $3.65M | 0.45% | −493−2.6% | Reduced |
| CenterBook Partners LP | 18,227 | $3.64M | 0.51% | +527+3.0% | Added |
| Cabot Wealth Management Inc | 18,218 | $3.64M | 0.57% | +3,403+23.0% | Added |
| South State Corp. | 18,152 | $3.63M | 0.33% | −554−3.0% | Reduced |
| Harbour Capital Advisors, LLC | 18,092 | $3.61M | 1.09% | +96+0.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,000 | $3.60M | 2.33% | +11,000+157.1% | Added |
| Moody National Bank Trust Division | 17,976 | $3.59M | 0.31% | +122+0.7% | Added |
| Bank of Nova Scotia Trust Co | 17,971 | $3.59M | 0.39% | +208+1.2% | Added |
| MAI Capital Management | 17,938 | $3.58M | 0.06% | +327+1.9% | Added |
| Vickerman Investment Advisors, Inc. | 17,889 | $3.57M | 1.41% | +11+0.1% | Added |
| Argent Trust Co | 17,863 | $3.57M | 0.23% | +394+2.3% | Added |
| Perpetual Ltd | 17,777 | $3.55M | 0.03% | +17,777 | New |
| Cohen Lawrence B | 17,706 | $3.54M | 2.37% | −536−2.9% | Reduced |
| SeaBridge Investment Advisors LLC | 17,676 | $3.53M | 1.23% | +11,106+169.0% | Added |
| Pitcairn Co | 17,608 | $3.52M | 0.32% | +3,419+24.1% | Added |
| Dana Investment Advisors, Inc. | 17,601 | $3.52M | 0.18% | +6,767+62.5% | Added |
| Girard Partners Ltd. | 17,572 | $3.51M | 0.39% | −1,749−9.1% | Reduced |
| Meridian Wealth Advisors, LLC | 17,547 | $3.51M | 0.88% | +2,442+16.2% | Added |
| Selkirk Management LLC | 17,000 | $3.40M | 4.00% | +17,000 | New |
| Atlantic Union Bankshares Corp | 16,948 | $3.39M | 0.35% | −1,889−10.0% | Reduced |
| Linscomb & Williams, Inc. | 16,928 | $3.38M | 0.18% | +47+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,282 | $3.35M | 0.84% | 00.0% | Unchanged |