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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 7,357 | $1.22M | 0.03% | −2,163−22.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,428 | $1.23M | 0.37% | +653+9.6% | Added |
| YHB Investment Advisors, Inc. | 7,431 | $1.23M | 0.13% | +1,213+19.5% | Added |
| Avantax Planning Partners, Inc. | 7,429 | $1.23M | 0.05% | +2,194+41.9% | Added |
| Burns J W & Co Inc | 7,498 | $1.24M | 0.23% | −975−11.5% | Reduced |
| Northstar Advisory Group, LLC | 7,540 | $1.24M | 0.92% | +7,540 | New |
| Silicon Valley Capital Partners | 7,561 | $1.25M | 0.26% | +392+5.5% | Added |
| Oxler Private Wealth LLC | 7,567 | $1.25M | 0.60% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7,577 | $1.25M | 0.17% | +1,965+35.0% | Added |
| Nishkama Capital, LLC | 7,573 | $1.25M | 0.61% | +7,573 | New |
| Regatta Capital Group, LLC | 7,584 | $1.25M | 0.60% | +33+0.4% | Added |
| Hudson Canyon Capital Management | 7,590 | $1.25M | 1.21% | +340+4.7% | Added |
| Optas, LLC | 7,634 | $1.26M | 0.52% | +1,516+24.8% | Added |
| Laidlaw Wealth Management LLC | 7,692 | $1.27M | 0.26% | −1,003−11.5% | Reduced |
| Chickasaw Capital Management LLC | 7,689 | $1.27M | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,690 | $1.27M | 0.06% | +1,389+22.0% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,700 | $1.27M | 2.51% | +7,700 | New |
| First Nebraska Trust Co | 7,730 | $1.28M | 0.17% | +5,088+192.6% | Added |
| Personal Cfo Solutions, LLC | 7,736 | $1.28M | 0.30% | +238+3.2% | Added |
| Conning Inc. | 7,742 | $1.28M | 0.04% | −49−0.6% | Reduced |
| Waycross Partners, LLC | 7,746 | $1.28M | 0.85% | +3,900+101.4% | Added |
| Amica Retiree Medical Trust | 7,744 | $1.28M | 1.45% | +3,910+102.0% | Added |
| Edge Capital Group, LLC | 7,749 | $1.28M | 0.12% | +1,361+21.3% | Added |
| Exane Derivatives | 7,751 | $1.28M | 0.74% | −1,476−16.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,758 | $1.28M | 0.55% | −120−1.5% | Reduced |
| Principle Wealth Partners LLC | 7,764 | $1.28M | 0.15% | +1,007+14.9% | Added |
| IFP Advisors, Inc | 17,233 | $1.28M | 0.04% | −15,308−47.0% | Reduced |
| Regal Investment Advisors LLC | 7,775 | $1.28M | 0.13% | −10−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 7,785 | $1.28M | 0.31% | −173−2.2% | Reduced |
| WSFS Capital Management, LLC | 7,804 | $1.29M | 0.42% | −244−3.0% | Reduced |
| Intrust Bank NA | 7,834 | $1.29M | 0.19% | −662−7.8% | Reduced |
| We Are One Seven, LLC | 7,860 | $1.30M | 0.18% | −361−4.4% | Reduced |
| West Branch Capital LLC | 7,899 | $1.30M | 0.75% | −43−0.5% | Reduced |
| Caz Investments LP | 7,900 | $1.30M | 4.13% | +300+3.9% | Added |
| Cavalier Investments, LLC | 7,927 | $1.31M | 0.46% | −319−3.9% | Reduced |
| Field & Main Bank | 7,943 | $1.31M | 0.84% | +483+6.5% | Added |
| Robertson Stephens Wealth Management, LLC | 7,954 | $1.31M | 0.13% | +604+8.2% | Added |
| Exchange Traded Concepts, LLC | 7,998 | $1.32M | 0.04% | −761−8.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.32M | 0.53% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 7,689 | $1.33M | 0.83% | 00.0% | Unchanged |
| Sciencast Management LP | 7,312 | $1.33M | 0.30% | −736−9.1% | Reduced |
| Capstone Triton Financial Group, LLC | 7,188 | $1.33M | 1.01% | −52−0.7% | Reduced |
| Bailard, Inc. | 8,082 | $1.33M | 0.05% | +281+3.6% | Added |
| Wrapmanager Inc | 8,093 | $1.34M | 0.42% | −564−6.5% | Reduced |
| MidWestOne Financial Group, Inc. | 8,120 | $1.34M | 0.33% | +1,304+19.1% | Added |
| Van Hulzen Asset Management, LLC | 8,184 | $1.35M | 0.16% | −14,398−63.8% | Reduced |
| Asset Dedication, LLC | 8,418 | $1.35M | 0.20% | +1,301+18.3% | Added |
| Charter Research & Investment Group, Inc. | 8,212 | $1.35M | 1.23% | +935+12.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,395 | $1.36M | 0.35% | −215−2.8% | Reduced |
| Coastwise Capital Group, LLC | 8,259 | $1.36M | 1.66% | −20−0.2% | Reduced |
| Cypress Asset Management Inc | 8,272 | $1.36M | 0.49% | −1,164−12.3% | Reduced |
| Equitable Holdings, Inc. | 8,272 | $1.36M | 0.03% | +714+9.4% | Added |
| Elmwood Wealth Management, Inc. | 8,336 | $1.38M | 0.79% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,374 | $1.38M | 0.30% | +1,015+13.8% | Added |
| Northstar Asset Management LLC | 8,382 | $1.38M | 0.43% | −862−9.3% | Reduced |
| Krilogy Financial LLC | 8,392 | $1.39M | 0.16% | −194−2.3% | Reduced |
| Graham Capital Wealth Management, LLC | 8,397 | $1.39M | 1.22% | +110+1.3% | Added |
| Ritholtz Wealth Management | 8,458 | $1.40M | 0.09% | +1,381+19.5% | Added |
| Stock Yards Bank & Trust Co | 8,493 | $1.40M | 0.06% | +4,774+128.4% | Added |
| Mutual Advisors, LLC | 8,514 | $1.41M | 0.09% | −206−2.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 8,581 | $1.42M | 0.19% | −323−3.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,623 | $1.42M | 0.57% | +292+3.5% | Added |
| TrinityPoint Wealth, LLC | 8,654 | $1.43M | 0.32% | −315−3.5% | Reduced |
| First Hawaiian Bank | 8,755 | $1.45M | 0.05% | −6,540−42.8% | Reduced |
| Missouri Trust & Investment Co | 8,789 | $1.45M | 0.95% | +775+9.7% | Added |
| Financial Engines Advisors L.L.C. | 8,815 | $1.45M | 0.00% | +268+3.1% | Added |
| Greystone Financial Group, LLC | 8,835 | $1.46M | 0.45% | +569+6.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,873 | $1.46M | 0.06% | −2,179−19.7% | Reduced |
| Ardsley Advisory Partners LP | 8,900 | $1.47M | 0.36% | +1,900+27.1% | Added |
| Freedom Day Solutions, LLC | 8,946 | $1.48M | 0.74% | −456−4.9% | Reduced |
| Monetary Management Group Inc | 8,947 | $1.48M | 0.46% | −1,150−11.4% | Reduced |
| Viking Fund Management LLC | 9,000 | $1.49M | 0.34% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 9,018 | $1.49M | 0.22% | −3,432−27.6% | Reduced |
| Tiemann Investment Advisors, LLC | 9,020 | $1.49M | 0.79% | +120+1.3% | Added |
| Private Trust Co NA | 9,045 | $1.49M | 0.23% | −3,480−27.8% | Reduced |
| Lloyd Park, LLC | 9,055 | $1.49M | 1.56% | +2,965+48.7% | Added |
| Baystate Wealth Management LLC | 9,061 | $1.50M | 0.15% | −2,137−19.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,064 | $1.50M | 0.05% | +944+11.6% | Added |
| Cornerstone National Bank & Trust Co | 9,089 | $1.50M | 0.75% | +454+5.3% | Added |
| Bank of Hawaii | 9,126 | $1.51M | 0.10% | −2,015−18.1% | Reduced |
| VeraBank, N.A. | 9,133 | $1.51M | 0.88% | +90+1.0% | Added |
| Quantum Private Wealth, LLC | 9,164 | $1.51M | 0.89% | −10.0% | Reduced |
| Ronald Blue Trust, Inc. | 7,158 | $1.52M | 0.02% | +7,158 | New |
| Northeast Financial Consultants Inc | 9,223 | $1.52M | 0.11% | −575−5.9% | Reduced |
| Shepherd Financial Partners LLC | 9,222 | $1.52M | 0.30% | +743+8.8% | Added |
| EP Wealth Advisors, LLC | 9,237 | $1.52M | 0.03% | +1,778+23.8% | Added |
| Allworth Financial LP | 9,261 | $1.53M | 0.02% | +4,839+109.4% | Added |
| Meeder Asset Management Inc | 9,263 | $1.53M | 0.09% | +832+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 9,266 | $1.53M | 0.32% | +1,051+12.8% | Added |
| 180 Wealth Advisors, LLC | 9,099 | $1.53M | 0.39% | +448+5.2% | Added |
| Wolf Group Capital Advisors | 9,305 | $1.54M | 0.80% | −493−5.0% | Reduced |
| Northern Oak Wealth Management Inc | 9,315 | $1.54M | 0.22% | −4,132−30.7% | Reduced |
| Northwest & Ethical Investments L.P. | 9,439 | $1.56M | 0.06% | −2,486−20.8% | Reduced |
| Cohen Investment Advisors LLC | 9,453 | $1.56M | 1.34% | +370+4.1% | Added |
| Cito Capital Group, LLC | 9,450 | $1.56M | 0.85% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,453 | $1.56M | 0.09% | +777+9.0% | Added |
| Michael B. Yongue | 9,477 | $1.56M | 1.38% | −1,336−12.4% | Reduced |
| WealthShield Partners, LLC | 9,480 | $1.56M | 0.31% | −3,357−26.2% | Reduced |
| IMA Wealth, Inc. | 9,515 | $1.57M | 0.38% | −1,190−11.1% | Reduced |
| Mission Wealth Management, LP | 9,515 | $1.57M | 0.08% | +2,050+27.5% | Added |