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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 12,354 | $2.04M | 0.08% | −1,309−9.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 12,410 | $2.05M | 0.52% | −290−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 12,423 | $2.05M | 0.26% | −3,063−19.8% | Reduced |
| Alpha Paradigm Partners, LLC | 12,438 | $2.05M | 0.85% | +7,045+130.6% | Added |
| Mirabella Financial Services LLP | 12,464 | $2.06M | 0.20% | −1,206−8.8% | Reduced |
| Cigna Investments Inc | 12,559 | $2.07M | 0.42% | −4,427−26.1% | Reduced |
| Harrell Investment Partners, LLC | 12,558 | $2.07M | 0.85% | +692+5.8% | Added |
| Knuff & Co LLC | 12,565 | $2.07M | 0.93% | −1,833−12.7% | Reduced |
| Wealth Alliance | 12,601 | $2.08M | 0.40% | +5,758+84.1% | Added |
| Vident Investment Advisory, LLC | 12,678 | $2.09M | 0.06% | +1,220+10.6% | Added |
| Ameritas Investment Partners, Inc. | 12,669 | $2.09M | 0.09% | −178−1.4% | Reduced |
| Independence Bank of Kentucky | 12,730 | $2.10M | 0.94% | −50.0% | Reduced |
| Westwood Holdings Group Inc. | 12,748 | $2.10M | 0.02% | −64−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 12,745 | $2.10M | 0.15% | +7,677+151.5% | Added |
| Brewin Dolphin Ltd | 12,804 | $2.11M | 0.10% | +1,263+10.9% | Added |
| Chicago Partners Investment Group LLC | 11,502 | $2.12M | 0.15% | +317+2.8% | Added |
| Flagship Harbor Advisors, LLC | 12,855 | $2.12M | 0.24% | +2,221+20.9% | Added |
| Cable Hill Partners, LLC | 12,898 | $2.13M | 0.53% | +405+3.2% | Added |
| Sowell Financial Services LLC | 12,915 | $2.13M | 0.20% | +12,915 | New |
| Martingale Asset Management L P | 12,960 | $2.14M | 0.04% | −6,753−34.3% | Reduced |
| SFMG, LLC | 12,973 | $2.14M | 0.25% | +629+5.1% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.14M | 1.53% | +2,400+22.7% | Added |
| Asset Management Corp | 13,016 | $2.15M | 1.61% | −565−4.2% | Reduced |
| Canandaigua National Corp | 13,029 | $2.15M | 0.38% | −79−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 13,075 | $2.16M | 1.19% | +8,430+181.5% | Added |
| Fulton Bank, N.A. | 13,087 | $2.16M | 0.12% | −963−6.9% | Reduced |
| Evergreen Capital Management LLC | 13,134 | $2.17M | 0.11% | −505−3.7% | Reduced |
| B. Riley Wealth Management, Inc. | 13,187 | $2.18M | 0.20% | −1,744−11.7% | Reduced |
| Aspiriant, LLC | 13,189 | $2.18M | 0.11% | +831+6.7% | Added |
| Mountain Capital Investment Advisors, Inc | 12,379 | $2.19M | 1.09% | +1,698+15.9% | Added |
| Power Corp of Canada | 13,332 | $2.20M | 0.45% | +389+3.0% | Added |
| Wedmont Private Capital | 13,385 | $2.21M | 0.48% | +1,733+14.9% | Added |
| Legacy Private Trust Co. | 13,393 | $2.21M | 0.20% | +3,273+32.3% | Added |
| Pinpoint Asset Management Ltd | 13,400 | $2.21M | 0.91% | +13,400 | New |
| Dynamic Advisor Solutions LLC | 13,416 | $2.21M | 0.17% | +488+3.8% | Added |
| Lockheed Martin Investment Management Co | 13,430 | $2.22M | 0.15% | −49,980−78.8% | Reduced |
| Resources Investment Advisors, LLC. | 13,513 | $2.23M | 0.10% | +8,042+147.0% | Added |
| Kovack Advisors, Inc. | 13,588 | $2.24M | 0.30% | +602+4.6% | Added |
| HAP Trading, LLC | 13,612 | $2.25M | 0.28% | −1,018−7.0% | Reduced |
| Geneva Capital Management LLC | 13,642 | $2.25M | 0.05% | −151−1.1% | Reduced |
| Connable Office Inc | 13,654 | $2.25M | 0.34% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,717 | $2.26M | 0.22% | +3,215+30.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,750 | $2.27M | 0.23% | −207−1.5% | Reduced |
| Comerica Securities,inc. | 13,764 | $2.27M | 0.17% | −212−1.5% | Reduced |
| Cozad Asset Management Inc | 13,798 | $2.28M | 0.35% | +355+2.6% | Added |
| SeaBridge Investment Advisors LLC | 13,794 | $2.28M | 0.73% | +8,456+158.4% | Added |
| Dock Street Asset Management Inc | 13,804 | $2.28M | 0.50% | +465+3.5% | Added |
| Silvant Capital Management LLC | 13,828 | $2.28M | 0.55% | +58+0.4% | Added |
| Meridian Wealth Advisors, LLC | 13,875 | $2.29M | 0.61% | +611+4.6% | Added |
| PFS Investments Inc. | 13,898 | $2.29M | 0.05% | +1,007+7.8% | Added |
| Stonegate Investment Group, LLC | 13,957 | $2.30M | 0.10% | +832+6.3% | Added |
| Aaron Wealth Advisors | 13,965 | $2.30M | 0.58% | −2,713,285−99.5% | Reduced |
| Apollon Wealth Management, LLC | 13,962 | $2.30M | 0.19% | −680−4.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,972 | $2.31M | 0.04% | +3,452+32.8% | Added |
| Arthur M. Cohen & Associates, LLC | 14,087 | $2.33M | 0.58% | −1,390−9.0% | Reduced |
| Hixon Zuercher, LLC | 14,109 | $2.33M | 1.51% | +461+3.4% | Added |
| Investment Research & Advisory Group, Inc. | 14,133 | $2.33M | 1.71% | +1,426+11.2% | Added |
| Winch Advisory Services, LLC | 14,153 | $2.34M | 0.95% | −525−3.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 14,169 | $2.34M | 1.77% | +217+1.6% | Added |
| Frontier Wealth Management LLC | 14,349 | $2.37M | 0.17% | −4,549−24.1% | Reduced |
| Signaturefd, LLC | 14,592 | $2.41M | 0.08% | +2,038+16.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,609 | $2.41M | 0.20% | −1,576−9.7% | Reduced |
| Connolly Sarah T. | 14,658 | $2.42M | 1.65% | +855+6.2% | Added |
| Clarius Group, LLC | 14,724 | $2.43M | 0.24% | +410+2.9% | Added |
| Pearl River Capital, LLC | 14,823 | $2.45M | 0.58% | +14,823 | New |
| Essex Investment Management Co LLC | 14,834 | $2.45M | 0.40% | −863−5.5% | Reduced |
| Laurel Wealth Advisors LLC | 14,894 | $2.46M | 0.61% | −175−1.2% | Reduced |
| Wolverine Trading, LLC | 14,411 | $2.46M | 0.08% | −11,943−45.3% | Reduced |
| Murphy Capital Management Inc | 14,905 | $2.46M | 0.34% | −3,391−18.5% | Reduced |
| Citizens Business Bank | 15,189 | $2.50M | 0.36% | −254−1.6% | Reduced |
| Verde Capital Management | 15,212 | $2.51M | 1.15% | +2,160+16.5% | Added |
| Investment House LLC | 15,218 | $2.51M | 0.22% | −3,503−18.7% | Reduced |
| NBT Bank N A | 15,276 | $2.52M | 0.39% | +147+1.0% | Added |
| Quadrant Private Wealth Management, LLC | 15,316 | $2.53M | 1.04% | +3,977+35.1% | Added |
| Telemus Capital, LLC | 15,449 | $2.55M | 0.25% | −701−4.3% | Reduced |
| Gemmer Asset Management LLC | 15,539 | $2.56M | 0.40% | −43−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,566 | $2.57M | 0.01% | +12,412+393.5% | Added |
| WD Rutherford LLC | 15,571 | $2.57M | 1.98% | −125−0.8% | Reduced |
| Beech Hill Advisors, Inc. | 15,596 | $2.57M | 1.38% | −755−4.6% | Reduced |
| M. Kulyk & Associates, LLC | 15,596 | $2.57M | 0.80% | +1,700+12.2% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $2.58M | 0.15% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15,660 | $2.58M | 1.01% | +263+1.7% | Added |
| American Portfolios Advisors | 15,729 | $2.60M | 0.11% | −388−2.4% | Reduced |
| Private Wealth Partners, LLC | 15,733 | $2.60M | 0.30% | −4,328−21.6% | Reduced |
| CAPROCK Group, Inc. | 15,754 | $2.60M | 0.26% | +737+4.9% | Added |
| Hills Bank & Trust Co | 15,903 | $2.62M | 0.43% | +515+3.3% | Added |
| Quilter Plc | 15,927 | $2.63M | 0.09% | −24,563−60.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,943 | $2.63M | 0.15% | +1,770+12.5% | Added |
| Arlington Financial Advisors, LLC | 15,986 | $2.64M | 1.19% | +608+4.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.64M | 0.86% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 16,035 | $2.65M | 0.27% | +1,750+12.3% | Added |
| Argent Trust Co | 16,128 | $2.66M | 0.18% | +275+1.7% | Added |
| Massmutual Trust Co FSB | 16,135 | $2.66M | 0.12% | +1,484+10.1% | Added |
| Linscomb & Williams, Inc. | 16,169 | $2.67M | 0.15% | −463−2.8% | Reduced |
| Aj Wealth Strategies, LLC | 16,183 | $2.67M | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 16,185 | $2.67M | 0.26% | +607+3.9% | Added |
| Mark Stevens | 16,194 | $2.67M | 0.35% | +168+1.0% | Added |
| J.W. Cole Advisors, Inc. | 16,250 | $2.68M | 0.21% | +35+0.2% | Added |
| Deltec Asset Management LLC | 16,300 | $2.69M | 0.63% | −51,200−75.9% | Reduced |
| Park Avenue Securities LLC | 16,350 | $2.70M | 0.05% | +531+3.4% | Added |