Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q2 2022

Institutional positions in Salesforce, Inc. as of Jun 30, 2022. 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: 2,140; −105 vs. Q1 2022
Shares held: 777.2M; +9.87M (+1.3%) vs. Q1 2022
Total value: $128.2B; −$33.9B (−20.9%) vs. Q1 2022
New holders: 137; 947 more added
Sold out: 242; 839 more reduced

37 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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.

Institutional holdersQ2 2022: 2,140 institutions

Value heldQ2 2022: $128.2B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q2 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2022.

Institutions holding CRM in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bellwether Advisors, LLC	3	$0	0.00%	−32−91.4%	Reduced
J.Safra Asset Management Corp	27	$0	0.00%	−91−77.1%	Reduced
Spartan Planning & Wealth Management	1	$0	0.00%	00.0%	Unchanged
Insight Financial Services	3	$0	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$660	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	4	$883	0.00%	−38,758−100.0%	Reduced
Horan Securities, Inc.	4	$1.00K	0.00%	−8−66.7%	Reduced
RE Dickinson Investment Advisors, LLC	8	$1.00K	0.00%	00.0%	Unchanged
James Investment Research Inc	5	$1.00K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	5	$1.00K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	6	$1.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$1.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	5	$1.00K	0.00%	−2−28.6%	Reduced
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Karlinski Andrew C	5	$1.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	7	$1.00K	0.00%	+7	New
Moisand Fitzgerald Tamayo, LLC	9	$1.00K	0.00%	+9	New
WFA of San Diego, LLC	9	$1.00K	0.00%	+9	New
Davidson Capital Management Inc.	15	$2.00K	0.00%	−5,875−99.7%	Reduced
Simplex Trading, LLC	16	$2.00K	0.00%	−200−92.6%	Reduced
Centerpoint Advisors, LLC	15	$2.00K	0.00%	00.0%	Unchanged
First Community Trust NA	15	$2.00K	0.00%	+15	New
Tevis Investment Management	15	$2.00K	0.00%	+15	New
Financial Synergies Wealth Advisors, Inc.	13	$2.15K	0.00%	+13	New
Castleview Partners, LLC	208	$2.32K	0.00%	−3,244−94.0%	Reduced
Sageworth Trust Co	20	$3.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$3.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	19	$3.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	20	$3.00K	0.00%	00.0%	Unchanged
Lake Point Wealth Management	20	$3.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	20	$3.00K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$4.00K	0.00%	−305−92.4%	Reduced
Roble, Belko & Company, Inc	26	$4.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$4.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	21	$4.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	24	$4.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$4.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	24	$4.00K	0.00%	+4+20.0%	Added
Moser Wealth Advisors, LLC	33	$5.00K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	30	$5.00K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	28	$5.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	30	$5.00K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	30	$5.00K	0.00%	00.0%	Unchanged
Investors Asset Management of Georgia Inc	33	$5.00K	0.00%	+33	New
Enterprise Trust & Investment Co	28	$5.00K	0.00%	+28	New
Coastal Capital Group, Inc.	39	$6.00K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	39	$6.00K	0.01%	00.0%	Unchanged
Level Financial Advisors, Inc.	36	$6.00K	0.00%	+36	New
Halpern Financial, Inc.	37	$6.11K	0.00%	+37	New
Raleigh Capital Management Inc.	45	$7.00K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	42	$7.00K	0.01%	00.0%	Unchanged
Ellis Investment Partners, LLC	47	$7.00K	0.00%	00.0%	Unchanged
American Research & Management Co.	40	$7.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	44	$7.00K	0.00%	+6+15.8%	Added
Schubert & Co	41	$7.00K	0.01%	+25+156.3%	Added
Steward Financial Group LLC	47	$7.00K	0.01%	+35+291.7%	Added
Spectrum Management Group, LLC	40	$7.00K	0.00%	+40	New
PrairieView Partners, LLC	50	$8.00K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	50	$8.00K	0.00%	00.0%	Unchanged
Savior LLC	50	$8.00K	0.01%	+50	New
Byrne Asset Management LLC	55	$9.00K	0.01%	−5,049−98.9%	Reduced
Park Circle Co	54	$9.00K	0.01%	00.0%	Unchanged
Vectors Research Management, LLC	53	$9.00K	0.00%	+45+562.5%	Added
Tfo-TDC, LLC	54	$9.00K	0.00%	+54	New
Avion Wealth	57	$9.00K	0.00%	+57	New
Coston, McIsaac & Partners	57	$9.00K	0.01%	+57	New
Joseph P. Lucia & Associates, LLC	61	$10.0K	0.01%	00.0%	Unchanged
First National Bank of South Miami	69	$11.0K	0.01%	−17−19.8%	Reduced
AlphaMark Advisors, LLC	68	$11.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	77	$12.0K	0.00%	−20−20.6%	Reduced
Financial Perspectives, Inc	75	$12.4K	0.01%	00.0%	Unchanged
Knott David M Jr	77	$13.0K	0.01%	+77	New
Kelly Financial Services LLC	79	$13.0K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	86	$14.0K	0.00%	−351−80.3%	Reduced
Atwood & Palmer Inc	85	$14.0K	0.00%	+70+466.7%	Added
Stephenson National Bank & Trust	88	$15.0K	0.01%	−309−77.8%	Reduced
Pflug Koory, LLC	89	$15.0K	0.01%	00.0%	Unchanged
Belvedere Trading LLC	87	$15.0K	0.02%	+87	New
Global Financial Private Client, LLC	93	$15.6K	0.01%	+70+304.3%	Added
GHP Investment Advisors, Inc.	97	$16.0K	0.00%	−475−83.0%	Reduced
Lee Financial Co	99	$16.0K	0.00%	+69+230.0%	Added
Tucker Asset Management LLC	97	$16.0K	0.01%	−12−11.0%	Reduced
First Bank & Trust	102	$17.0K	0.01%	−39−27.7%	Reduced
Resolute Partners Group	103	$17.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	100	$17.0K	0.03%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	102	$17.0K	0.01%	+29+39.7%	Added
Syverson Strege & Co	103	$17.0K	0.01%	+75+267.9%	Added
Cedar Mountain Advisors, LLC	111	$18.0K	0.01%	00.0%	Unchanged
Rational Advisors LLC	111	$18.0K	0.00%	+3+2.8%	Added
Dividend Assets Capital, LLC	111	$18.0K	0.00%	+11+11.0%	Added
MCF Advisors LLC	123	$20.0K	0.00%	−16−11.5%	Reduced
Carmichael Hill & Associates, Inc.	119	$20.0K	0.01%	+9+8.2%	Added
First PREMIER Bank	130	$21.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	135	$22.0K	0.02%	00.0%	Unchanged
Worth Asset Management, LLC	136	$23.0K	0.02%	00.0%	Unchanged
FSC Wealth Advisors, LLC	145	$24.0K	0.21%	00.0%	Unchanged
Costello Asset Management, INC	143	$24.0K	0.02%	00.0%	Unchanged
Raffa Wealth Management, LLC	159	$26.2K	0.01%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	165	$27.2K	0.01%	00.0%	Unchanged