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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 9,567 | $1.58M | 0.09% | −1,150−10.7% | Reduced |
| Teza Capital Management LLC | 9,567 | $1.58M | 0.60% | +6,708+234.6% | Added |
| Nations Financial Group Inc, | 9,593 | $1.58M | 0.21% | +269+2.9% | Added |
| CMT Capital Markets Trading GmbH | 9,649 | $1.59M | 0.95% | +9,649 | New |
| Sawyer & Company, Inc | 9,720 | $1.60M | 0.81% | −50−0.5% | Reduced |
| Bradley Mark J. | 9,762 | $1.61M | 1.46% | −605−5.8% | Reduced |
| HB Wealth Management, LLC | 9,760 | $1.61M | 0.03% | +2,847+41.2% | Added |
| L.M. Kohn & Company | 9,779 | $1.61M | 0.75% | −120−1.2% | Reduced |
| Diversified Trust Co | 9,778 | $1.61M | 0.07% | +691+7.6% | Added |
| Modus Advisors, LLC | 9,796 | $1.62M | 0.82% | +872+9.8% | Added |
| United Bank | 9,799 | $1.62M | 1.00% | +1,948+24.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,804 | $1.62M | 0.55% | +1,593+19.4% | Added |
| Intellectus Partners, LLC | 9,827 | $1.62M | 0.56% | +95+1.0% | Added |
| Koshinski Asset Management, Inc. | 9,925 | $1.64M | 0.16% | +144+1.5% | Added |
| Alterity Financial Group, LLC | 9,975 | $1.65M | 2.45% | +9,975 | New |
| Nicolet Bankshares Inc | 9,977 | $1.65M | 0.43% | +800+8.7% | Added |
| Lake Street Advisors Group, LLC | 10,000 | $1.65M | 0.12% | −685−6.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,033 | $1.66M | 0.44% | +1,694+20.3% | Added |
| Caliber Wealth Management, LLC | 10,041 | $1.66M | 1.29% | −626−5.9% | Reduced |
| Northstar Group, Inc. | 10,118 | $1.67M | 0.48% | −702−6.5% | Reduced |
| Consolidated Planning Corp | 10,117 | $1.67M | 0.52% | +10,117 | New |
| Welch & Forbes LLC | 10,133 | $1.67M | 0.03% | −1,000−9.0% | Reduced |
| Resources Management Corp | 10,154 | $1.68M | 0.27% | +435+4.5% | Added |
| Wahed Invest LLC | 10,247 | $1.69M | 1.04% | −837−7.6% | Reduced |
| Insight Wealth Strategies, LLC | 10,297 | $1.70M | 0.32% | +90+0.9% | Added |
| Laffer Tengler Investments | 10,314 | $1.70M | 0.60% | +1,426+16.0% | Added |
| BTG Pactual Global Asset Management Ltd | 10,369 | $1.71M | 1.56% | −714−6.4% | Reduced |
| Schmidt P J Investment Management Inc | 9,737 | $1.71M | 0.37% | −2,720−21.8% | Reduced |
| Savant Capital, LLC | 10,384 | $1.71M | 0.05% | +375+3.7% | Added |
| Segall Bryant & Hamill, LLC | 10,429 | $1.72M | 0.02% | +247+2.4% | Added |
| IPG Investment Advisors LLC | 10,429 | $1.72M | 0.43% | +51+0.5% | Added |
| Duff & Phelps Investment Management Co | 10,445 | $1.72M | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 10,467 | $1.73M | 0.16% | −33−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 9,383 | $1.73M | 0.17% | +1,645+21.3% | Added |
| Trust Asset Management LLC | 10,476 | $1.73M | 0.24% | +968+10.2% | Added |
| Old North State Wealth Management, LLC | 10,482 | $1.73M | 1.97% | +10,482 | New |
| Grove Bank & Trust | 10,528 | $1.74M | 0.42% | −626−5.6% | Reduced |
| Quantinno Capital Management LP | 10,552 | $1.74M | 0.25% | +5,533+110.2% | Added |
| Peapack Gladstone Financial Corp | 10,566 | $1.74M | 0.04% | +1,119+11.8% | Added |
| Bell Bank | 10,571 | $1.75M | 0.21% | +1,466+16.1% | Added |
| Boltwood Capital Management | 10,612 | $1.75M | 0.76% | −300−2.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 10,640 | $1.76M | 0.39% | +615+6.1% | Added |
| Karani Asset Management LLC | 10,701 | $1.77M | 1.63% | +4,122+62.7% | Added |
| Aft, Forsyth & Company, Inc. | 10,707 | $1.77M | 1.43% | −155−1.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,723 | $1.77M | 0.18% | −531−4.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,723 | $1.77M | 0.35% | +242+2.3% | Added |
| Gs Investments, Inc. | 9,656 | $1.77M | 1.02% | +192+2.0% | Added |
| Triangle Securities Wealth Management | 10,818 | $1.78M | 0.70% | +370+3.5% | Added |
| Ballentine Partners, LLC | 10,846 | $1.79M | 0.06% | +283+2.7% | Added |
| CenterStar Asset Management, LLC | – | $1.80M | 1.96% | – | – |
| Country Club Bank | 10,565 | $1.80M | 0.17% | +3,722+54.4% | Added |
| Prelude Capital Management, LLC | 11,037 | $1.82M | 0.09% | +2,827+34.4% | Added |
| Finer Wealth Management, Inc. | 11,067 | $1.83M | 1.67% | +419+3.9% | Added |
| GPM Growth Investors, Inc. | 11,096 | $1.83M | 1.19% | +94+0.9% | Added |
| Executive Wealth Management, LLC | 11,128 | $1.84M | 0.25% | −12,742−53.4% | Reduced |
| Sunbelt Securities, Inc. | 11,136 | $1.84M | 0.39% | +1,482+15.4% | Added |
| Grandview Asset Management LLC | 11,173 | $1.84M | 1.03% | −64−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 10,113 | $1.84M | 0.46% | −2,181−17.7% | Reduced |
| Canal Capital Management, LLC | 11,194 | $1.85M | 0.55% | +11,194 | New |
| IMC-Chicago, LLC | 11,205 | $1.85M | 0.18% | −1,445−11.4% | Reduced |
| Herbst Group, LLC | 11,005 | $1.85M | 1.46% | +200+1.9% | Added |
| Courier Capital LLC | 11,222 | $1.85M | 0.22% | −620−5.2% | Reduced |
| Signature Wealth Management Group | 11,232 | $1.85M | 0.90% | +409+3.8% | Added |
| JT Stratford LLC | 11,237 | $1.85M | 0.59% | +808+7.7% | Added |
| Lavaca Capital LLC | 10,560 | $1.86M | 0.94% | −9,264−46.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,304 | $1.87M | 0.58% | +2,051+22.2% | Added |
| Coldstream Capital Management Inc | 11,358 | $1.87M | 0.07% | +2,586+29.5% | Added |
| Altium Wealth Management LLC | 11,408 | $1.88M | 0.14% | +416+3.8% | Added |
| Harvest Fund Management Co., Ltd | 11,433 | $1.89M | 0.52% | −29,420−72.0% | Reduced |
| Horizon Investments, LLC | 11,468 | $1.89M | 0.06% | −11,870−50.9% | Reduced |
| Red Door Wealth Management, LLC | 11,521 | $1.90M | 0.70% | +1,168+11.3% | Added |
| Slow Capital, Inc. | 11,526 | $1.90M | 0.46% | +94+0.8% | Added |
| Citizens & Northern Corp | 11,523 | $1.90M | 0.83% | +363+3.3% | Added |
| Bank Ozk | 11,526 | $1.90M | 0.96% | +1,264+12.3% | Added |
| Townsend & Associates, Inc | 10,974 | $1.91M | 0.88% | +116+1.1% | Added |
| Capital Analysts, LLC | 11,628 | $1.92M | 0.13% | −4,596−28.3% | Reduced |
| Gyon Technologies Capital Management, LP | 11,631 | $1.92M | 0.54% | +10,569+995.2% | Added |
| Jackson Square Capital, LLC | 11,685 | $1.93M | 0.81% | −2,169−15.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,687 | $1.93M | 0.12% | +5,602+92.1% | Added |
| Transatlantique Private Wealth LLC | 11,757 | $1.94M | 1.35% | +11,757 | New |
| GQG Partners LLC | 11,815 | $1.95M | 0.00% | +11,815 | New |
| Vickerman Investment Advisors, Inc. | 11,842 | $1.95M | 0.92% | +4,743+66.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,854 | $1.96M | 0.17% | −2,880−19.5% | Reduced |
| Resonate Capital, LLC | 11,860 | $1.96M | 2.17% | +1,579+15.4% | Added |
| Merit Financial Group, LLC | 11,872 | $1.96M | 0.06% | +7,153+151.6% | Added |
| Avalon Investment & Advisory | 11,876 | $1.96M | 0.06% | −632−5.1% | Reduced |
| Inverness Counsel LLC | 11,908 | $1.97M | 0.11% | −120,175−91.0% | Reduced |
| Walleye Capital LLC | 11,926 | $1.97M | 0.06% | +11,926 | New |
| Pitcairn Co | 11,946 | $1.97M | 0.21% | −285−2.3% | Reduced |
| Callahan Advisors, LLC | 11,977 | $1.98M | 0.26% | −3,063−20.4% | Reduced |
| Pinnacle Holdings, LLC | 11,988 | $1.98M | 0.91% | +149+1.3% | Added |
| Pictet Bank & Trust Ltd | 12,013 | $1.98M | 1.36% | +373+3.2% | Added |
| Kaizen Financial Strategies | 12,040 | $1.99M | 1.97% | +122+1.0% | Added |
| Icapital Wealth LLC | 12,071 | $1.99M | 1.27% | −1,603−11.7% | Reduced |
| Roanoke Asset Management Corp | 12,134 | $2.00M | 0.90% | +400+3.4% | Added |
| V Wealth Advisors LLC | 12,200 | $2.01M | 0.38% | −44−0.4% | Reduced |
| Glynn Capital Management LLC | 12,197 | $2.01M | 0.42% | 00.0% | Unchanged |
| Seeyond | 12,234 | $2.02M | 0.23% | −1,444−10.6% | Reduced |
| Berkshire Bank | 12,267 | $2.02M | 0.59% | +350+2.9% | Added |
| Enterprise Bank & Trust Co | 12,279 | $2.03M | 0.92% | −1,080−8.1% | Reduced |