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, 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 6,077 | $1.00M | 0.02% | −17−0.3% | Reduced |
| Capital Investment Advisors, LLC | 6,082 | $1.00M | 0.03% | +466+8.3% | Added |
| CWA Asset Management Group, LLC | 6,086 | $1.00M | 0.09% | +1,159+23.5% | Added |
| Avestar Capital, LLC | 6,089 | $1.00M | 0.27% | −5,772−48.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 6,092 | $1.00M | 1.11% | +902+17.4% | Added |
| Roman Butler Fullerton & Co | 6,017 | $1.01M | 0.56% | +4,534+305.7% | Added |
| Woodmont Investment Counsel LLC | 6,116 | $1.01M | 0.12% | +4,963+430.4% | Added |
| Bluestein R H & Co | 6,165 | $1.02M | 0.06% | +20.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,164 | $1.02M | 0.71% | +349+6.0% | Added |
| Financial Advocates Investment Management | 6,159 | $1.02M | 0.08% | +638+11.6% | Added |
| Bristlecone Advisors, LLC | 6,172 | $1.02M | 0.13% | +2,668+76.1% | Added |
| PSI Advisors, LLC | 6,192 | $1.02M | 0.50% | +298+5.1% | Added |
| Greenline Partners, LLC | 6,195 | $1.02M | 0.22% | +1,711+38.2% | Added |
| Galvin, Gaustad & Stein, LLC | 6,196 | $1.02M | 0.10% | +1,662+36.7% | Added |
| Pennsylvania Capital Management Inc | 6,253 | $1.03M | 0.55% | −221−3.4% | Reduced |
| Cowen and Company, LLC | 6,250 | $1.03M | 0.10% | +6,250 | New |
| Sawtooth Solutions, LLC | 6,261 | $1.03M | 0.13% | −551−8.1% | Reduced |
| EFG Asset Management (North America) Corp. | 6,273 | $1.04M | 0.22% | −2,333−27.1% | Reduced |
| QVR LLC | 6,292 | $1.04M | 0.82% | +6,292 | New |
| Albion Financial Group | 6,315 | $1.04M | 0.10% | −170−2.6% | Reduced |
| Rossmore Private Capital | 6,323 | $1.04M | 0.18% | −59−0.9% | Reduced |
| Options Solutions, LLC | 6,324 | $1.04M | 1.44% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 6,329 | $1.04M | 0.20% | −438−6.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,350 | $1.05M | 0.62% | +275+4.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,363 | $1.05M | 1.35% | −2,642−29.3% | Reduced |
| Parkside Investments, LLC | 6,373 | $1.05M | 0.22% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 6,370 | $1.05M | 1.41% | +1,586+33.2% | Added |
| Change Path, LLC | 6,372 | $1.05M | 0.06% | −2,064−24.5% | Reduced |
| Altfest L J & Co Inc | 6,376 | $1.05M | 0.19% | +1,427+28.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.14% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 6,400 | $1.06M | 0.17% | +515+8.8% | Added |
| BSW Wealth Partners | 6,413 | $1.06M | 0.25% | +577+9.9% | Added |
| NorthRock Partners, LLC | 6,411 | $1.06M | 0.11% | +2,541+65.7% | Added |
| Birinyi Associates Inc | 6,415 | $1.06M | 0.48% | −1,250−16.3% | Reduced |
| M&R Capital Management Inc | 6,427 | $1.06M | 0.28% | −156−2.4% | Reduced |
| Stamos Capital Partners, L.P. | 6,420 | $1.06M | 0.32% | +2,410+60.1% | Added |
| WP Advisors, LLC | 6,431 | $1.06M | 0.46% | +2,948+84.6% | Added |
| Columbia Trust Co 01012016 | 6,433 | $1.06M | 0.57% | +60+0.9% | Added |
| King Wealth | 6,450 | $1.06M | 0.25% | −10,434−61.8% | Reduced |
| Guerra Pan Advisors, LLC | 5,789 | $1.06M | 1.32% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,452 | $1.06M | 0.19% | +1,760+37.5% | Added |
| Mainstay Capital Management LLC | 6,461 | $1.07M | 0.25% | +599+10.2% | Added |
| Wealthsource Partners, LLC | 6,482 | $1.07M | 0.08% | −5,992−48.0% | Reduced |
| Sonen Capital LLC | 6,481 | $1.07M | 1.53% | +2,167+50.2% | Added |
| Naviter Wealth, LLC | 6,485 | $1.07M | 0.44% | +6,485 | New |
| Bienville Capital Management, LLC | 6,520 | $1.08M | 0.52% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,539 | $1.08M | 0.14% | +6,539 | New |
| Baker Avenue Asset Management, LP | 6,552 | $1.08M | 0.07% | +3,251+98.5% | Added |
| TLWM | 6,573 | $1.08M | 0.41% | −53−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,566 | $1.08M | 0.07% | +771+13.3% | Added |
| Heritage Trust Co | 6,606 | $1.09M | 0.18% | +880+15.4% | Added |
| TRUE Private Wealth Advisors | 6,638 | $1.09M | 0.16% | −346−5.0% | Reduced |
| Atlas Brown,Inc. | 6,646 | $1.10M | 0.52% | +24+0.4% | Added |
| EPG Wealth Management LLC | 6,652 | $1.10M | 0.47% | −556−7.7% | Reduced |
| Vigilare Wealth Management | 6,663 | $1.10M | 1.19% | −451−6.3% | Reduced |
| Clark Capital Management Group, Inc. | 6,680 | $1.10M | 0.01% | −445−6.2% | Reduced |
| Eqis Capital Management, Inc. | 6,689 | $1.10M | 0.12% | +406+6.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,687 | $1.10M | 0.12% | +2,440+57.5% | Added |
| Wealth Management Partners, LLC | 7,000 | $1.11M | 0.97% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,738 | $1.11M | 0.50% | −922−12.0% | Reduced |
| Wade G W & Inc | 6,739 | $1.11M | 0.05% | −916−12.0% | Reduced |
| Cribstone Capital Management, LLC | 6,736 | $1.11M | 0.68% | +174+2.7% | Added |
| Harbour Investments, Inc. | 6,738 | $1.11M | 0.08% | +6,738 | New |
| Marshall Wace, LLP | 6,763 | $1.12M | 0.00% | −563,633−98.8% | Reduced |
| Ironwood Investment Management LLC | 6,761 | $1.12M | 0.75% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,776 | $1.12M | 0.41% | −177−2.5% | Reduced |
| Balyasny Asset Management LLC | 6,811 | $1.12M | 0.00% | +3,611+112.8% | Added |
| Lindbrook Capital, LLC | 6,816 | $1.13M | 0.19% | +1,029+17.8% | Added |
| Intersect Capital LLC | 6,834 | $1.13M | 0.34% | −503−6.9% | Reduced |
| Abbot Financial Management, Inc. | 6,844 | $1.13M | 0.68% | +125+1.9% | Added |
| Aldebaran Financial Inc. | 6,819 | $1.13M | 1.25% | −1,650−19.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,892 | $1.14M | 0.13% | −90−1.3% | Reduced |
| ProVise Management Group, LLC | 6,912 | $1.14M | 0.12% | −1,954−22.0% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.14M | 2.80% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,685 | $1.14M | 0.14% | −76−1.1% | Reduced |
| St. Johns Investment Management Company, LLC | 6,919 | $1.14M | 0.73% | −429−5.8% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.15M | 0.29% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,990 | $1.15M | 0.62% | −5,668−44.8% | Reduced |
| Navalign, LLC | 6,994 | $1.15M | 0.50% | −761−9.8% | Reduced |
| Rosenbaum Jay D. | 7,009 | $1.16M | 2.24% | +393+5.9% | Added |
| Nikulski Financial, Inc. | 7,025 | $1.16M | 0.58% | −365−4.9% | Reduced |
| Qtron Investments LLC | 7,029 | $1.16M | 0.26% | +2,623+59.5% | Added |
| IHT Wealth Management, LLC | 7,065 | $1.17M | 0.10% | −1,866−20.9% | Reduced |
| Alaethes Wealth LLC | 7,064 | $1.17M | 0.86% | +566+8.7% | Added |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.17M | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 901,639 | $1.17M | 0.47% | −350.0% | Reduced |
| Brown Brothers Harriman & Co | 7,121 | $1.18M | 0.01% | −392−5.2% | Reduced |
| Bard Financial Services, Inc. | 7,160 | $1.18M | 0.11% | +1,250+21.2% | Added |
| Boyd Watterson Asset Management LLC | 7,173 | $1.18M | 0.50% | +4,953+223.1% | Added |
| Clearline Capital LP | 7,200 | $1.19M | 0.17% | +7,200 | New |
| Bangor Savings Bank | 7,210 | $1.19M | 0.13% | +113+1.6% | Added |
| Paradigm Asset Management Co LLC | 7,250 | $1.20M | 0.37% | −1,100−13.2% | Reduced |
| Bay Rivers Group | 7,266 | $1.20M | 1.07% | −152−2.0% | Reduced |
| Segment Wealth Management, LLC | 7,277 | $1.20M | 0.15% | −2,873−28.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,291 | $1.20M | 0.26% | +552+8.2% | Added |
| Eagle Asset Management Inc | 7,335 | $1.21M | 0.01% | −352−4.6% | Reduced |
| Davenport & Co LLC | 7,358 | $1.21M | 0.01% | −17−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 7,379 | $1.22M | 0.16% | −2,708−26.8% | Reduced |
| Stansberry Asset Management, LLC | 7,382 | $1.22M | 0.26% | −139−1.8% | Reduced |
| Kayak Investment Partners LLC | 7,400 | $1.22M | 2.33% | −14,959−66.9% | Reduced |