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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,736 | $3.34M | 0.23% | +1,445+9.5% | Added |
| Hills Bank & Trust Co | 16,668 | $3.33M | 0.46% | +537+3.3% | Added |
| Veriti Management LLC | 16,668 | $3.33M | 0.40% | +2,908+21.1% | Added |
| SFMG, LLC | 16,518 | $3.30M | 0.36% | +3,099+23.1% | Added |
| Pegasus Asset Management, Inc. | 16,506 | $3.30M | 1.63% | +57+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 19,464 | $3.29M | 0.12% | −405−2.0% | Reduced |
| Barometer Capital Management Inc. | 16,362 | $3.27M | 0.84% | +16,362 | New |
| KMG Fiduciary Partners, LLC | 16,341 | $3.26M | 0.47% | −46−0.3% | Reduced |
| Mirador Capital Partners LP | 16,321 | $3.26M | 0.77% | −1,991−10.9% | Reduced |
| Schechter Investment Advisors, LLC | 16,262 | $3.25M | 0.30% | +5,735+54.5% | Added |
| Arlington Financial Advisors, LLC | 16,231 | $3.24M | 1.25% | +2,672+19.7% | Added |
| Cutler Group LP | 16,195 | $3.23M | 0.51% | −15,510−48.9% | Reduced |
| Invst, LLC | 16,489 | $3.23M | 0.50% | +1,461+9.7% | Added |
| CastleKnight Management LP | 16,150 | $3.23M | 0.82% | +10,650+193.6% | Added |
| Green Harvest Asset Management LLC | 16,135 | $3.22M | 0.13% | +100+0.6% | Added |
| Linden Thomas Advisory Services, LLC | 16,120 | $3.22M | 0.80% | +808+5.3% | Added |
| Thoroughbred Financial Services, LLC | 16,077 | $3.21M | 0.47% | +238+1.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.20M | 0.95% | 00.0% | Unchanged |
| PFS Investments Inc. | 16,588 | $3.19M | 0.06% | +2,017+13.8% | Added |
| CAPROCK Group, Inc. | 15,948 | $3.19M | 0.25% | +3,440+27.5% | Added |
| Azzad Asset Management Inc | 15,934 | $3.18M | 0.45% | +55+0.3% | Added |
| Sepio Capital, LP | 15,811 | $3.16M | 0.29% | +5,364+51.3% | Added |
| NFJ Investment Group, LLC | 15,764 | $3.15M | 0.08% | +12,883+447.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,656 | $3.13M | 0.33% | +8,050+105.8% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.12M | 0.16% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,614 | $3.12M | 0.09% | +4,430+39.6% | Added |
| Whalerock Point Partners, LLC | 15,608 | $3.12M | 1.16% | −520−3.2% | Reduced |
| Nixon Peabody Trust Co | 15,599 | $3.12M | 2.18% | −593−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,565 | $3.11M | 0.06% | +4,815+44.8% | Added |
| Summit Financial, LLC | 15,540 | $3.10M | 0.27% | −3,714−19.3% | Reduced |
| Granite Investment Partners, LLC | 15,437 | $3.08M | 0.13% | −7,448−32.5% | Reduced |
| Y.D. More Investments Ltd | 15,307 | $3.06M | 0.74% | +1,570+11.4% | Added |
| Horizon Investments, LLC | 15,272 | $3.05M | 0.09% | −3,654−19.3% | Reduced |
| Stamos Capital Partners, L.P. | 15,130 | $3.02M | 0.78% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 15,063 | $3.01M | 1.01% | +15,063 | New |
| Birch Hill Investment Advisors LLC | 14,974 | $2.99M | 0.19% | +10+0.1% | Added |
| Symphony Financial, Ltd. Co. | 15,120 | $2.97M | 0.77% | −418−2.7% | Reduced |
| Meitav Dash Investments Ltd | 15,057 | $2.97M | 0.05% | +13,142+686.3% | Added |
| Meiji Yasuda Life Insurance Co | 14,777 | $2.95M | 0.06% | −1,139−7.2% | Reduced |
| First Hawaiian Bank | 14,775 | $2.95M | 0.10% | +4,697+46.6% | Added |
| New Hampshire Trust | 14,725 | $2.94M | 0.79% | −203−1.4% | Reduced |
| Transatlantique Private Wealth LLC | 14,765 | $2.93M | 1.62% | +3,817+34.9% | Added |
| Telemus Capital, LLC | 14,661 | $2.93M | 0.26% | +500+3.5% | Added |
| Quadrant Private Wealth Management, LLC | 14,580 | $2.91M | 0.91% | −163−1.1% | Reduced |
| Sumitomo Life Insurance Co | 14,567 | $2.91M | 0.24% | −107−0.7% | Reduced |
| Pioneer Trust Bank N A | 14,555 | $2.91M | 0.86% | +14,555 | New |
| Harbor Investment Advisory, LLC | 14,543 | $2.91M | 0.43% | −1,543−9.6% | Reduced |
| Alps Advisors Inc | 14,492 | $2.90M | 0.03% | −6,992−32.5% | Reduced |
| NBT Bank N A | 14,487 | $2.89M | 0.42% | −268−1.8% | Reduced |
| Cozad Asset Management Inc | 14,416 | $2.88M | 0.38% | +297+2.1% | Added |
| Goodman Advisory Group, LLC | 14,327 | $2.86M | 1.56% | +8,453+143.9% | Added |
| Transcend Wealth Collective, LLC | 14,280 | $2.85M | 0.30% | −2,086−12.7% | Reduced |
| Roundview Capital LLC | 14,254 | $2.85M | 0.30% | −3,192−18.3% | Reduced |
| Laurel Wealth Advisors LLC | 14,248 | $2.85M | 0.61% | +15+0.1% | Added |
| Rational Advisors LLC | 14,195 | $2.84M | 0.23% | +14,083+12,574.1% | Added |
| Beech Hill Advisors, Inc. | 14,077 | $2.81M | 1.42% | −540−3.7% | Reduced |
| Rokos Capital Management LLP | 14,083 | $2.80M | 0.24% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 13,946 | $2.79M | 0.63% | +13,946 | New |
| Clarius Group, LLC | 13,940 | $2.78M | 0.24% | −666−4.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,931 | $2.78M | 1.80% | +4,218+43.4% | Added |
| MUFG Securities EMEA plc | 13,841 | $2.77M | 0.05% | −39,736−74.2% | Reduced |
| Garrett Investment Advisors LLC | 13,807 | $2.76M | 0.43% | +752+5.8% | Added |
| Fiduciary Group LLC | 13,779 | $2.75M | 0.36% | −683−4.7% | Reduced |
| Wunderlich Capital Managemnt | 13,665 | $2.73M | 1.42% | +269+2.0% | Added |
| AIA Group Ltd | 13,634 | $2.72M | 0.15% | +5,034+58.5% | Added |
| Lighthouse Investment Partners, LLC | 13,622 | $2.72M | 0.24% | +13,622 | New |
| Waverton Investment Management Ltd | 13,615 | $2.72M | 0.08% | −20,580−60.2% | Reduced |
| Advisors Asset Management, Inc. | 13,568 | $2.71M | 0.06% | −995−6.8% | Reduced |
| Mark Stevens | 13,566 | $2.71M | 0.35% | +231+1.7% | Added |
| Private Wealth Partners, LLC | 13,507 | $2.70M | 0.27% | +550+4.2% | Added |
| Connolly Sarah T. | 13,486 | $2.69M | 1.71% | −1,079−7.4% | Reduced |
| Graham Capital Management, L.P. | 13,476 | $2.69M | 0.09% | −6,931−34.0% | Reduced |
| Belpointe Asset Management LLC | 13,418 | $2.68M | 0.14% | −1,195−8.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,413 | $2.68M | 0.14% | +13,413 | New |
| Harvey Capital Management Inc | 13,325 | $2.66M | 1.05% | −4,300−24.4% | Reduced |
| First Manhattan Co | 13,274 | $2.65M | 0.01% | +10,476+374.4% | Added |
| Bradley Mark J. | 13,272 | $2.65M | 1.92% | +1,760+15.3% | Added |
| Centaurus Financial, Inc. | 13,236 | $2.64M | 0.21% | −542−3.9% | Reduced |
| Ocean Capital Management, LLC | 13,229 | $2.64M | 1.33% | −6,125−31.6% | Reduced |
| Citizens Business Bank | 13,147 | $2.63M | 0.60% | −957−6.8% | Reduced |
| Capstone Investment Advisors, LLC | 13,123 | $2.62M | 0.08% | −6,080−31.7% | Reduced |
| Independence Bank of Kentucky | 13,106 | $2.62M | 1.14% | −890−6.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,054 | $2.61M | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,039 | $2.60M | 0.25% | −1,955−13.0% | Reduced |
| Verde Capital Management | 13,024 | $2.60M | 1.09% | +68+0.5% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.59M | 2.09% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 12,922 | $2.58M | 0.08% | −695−5.1% | Reduced |
| Harrell Investment Partners, LLC | 13,175 | $2.58M | 0.92% | +853+6.9% | Added |
| Cable Hill Partners, LLC | 12,912 | $2.58M | 0.42% | +164+1.3% | Added |
| Winch Advisory Services, LLC | 12,903 | $2.58M | 1.00% | −166−1.3% | Reduced |
| Trust Co of Toledo NA | 12,872 | $2.57M | 0.46% | +77+0.6% | Added |
| Diversified Trust Co | 12,855 | $2.57M | 0.10% | −67−0.5% | Reduced |
| Aspiriant, LLC | 12,842 | $2.57M | 0.13% | −533−4.0% | Reduced |
| Hixon Zuercher, LLC | 12,822 | $2.56M | 1.52% | −2,466−16.1% | Reduced |
| Caz Investments LP | 12,800 | $2.56M | 7.46% | −3,000−19.0% | Reduced |
| Bailard, Inc. | 12,777 | $2.55M | 0.09% | −195−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 12,763 | $2.55M | 0.06% | +379+3.1% | Added |
| Capital Wealth Planning, LLC | 12,757 | $2.55M | 0.03% | −3,993−23.8% | Reduced |
| Copperwynd Financial, LLC | 12,738 | $2.54M | 1.30% | +10,322+427.2% | Added |
| Capital Analysts, LLC | 12,692 | $2.54M | 0.15% | −815−6.0% | Reduced |