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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 16,355 | $2.70M | 0.22% | +3,238+24.7% | Added |
| Pegasus Asset Management, Inc. | 16,476 | $2.72M | 1.48% | −173−1.0% | Reduced |
| Veriti Management LLC | 16,518 | $2.73M | 0.38% | +817+5.2% | Added |
| TD Private Client Wealth LLC | 16,546 | $2.73M | 0.13% | −103−0.6% | Reduced |
| Metis Global Partners, LLC | 16,568 | $2.73M | 0.44% | +914+5.8% | Added |
| Sumitomo Life Insurance Co | 16,618 | $2.74M | 0.08% | +327+2.0% | Added |
| Transcend Wealth Collective, LLC | 16,675 | $2.75M | 0.29% | +2,293+15.9% | Added |
| Surevest, LLC | 16,694 | $2.75M | 0.72% | −1,340−7.4% | Reduced |
| Trust Co of Toledo NA | 16,733 | $2.76M | 0.48% | −90−0.5% | Reduced |
| Elk River Wealth Management, LLC | 16,736 | $2.76M | 0.70% | +674+4.2% | Added |
| Hohimer Wealth Management, LLC | 16,908 | $2.79M | 0.82% | −1,745−9.4% | Reduced |
| Cabot Wealth Management Inc | 16,968 | $2.80M | 0.44% | +272+1.6% | Added |
| Mathes Company, Inc. | 16,989 | $2.80M | 1.36% | +150+0.9% | Added |
| Pendal Group Limited | 17,082 | $2.82M | 0.03% | +1,725+11.2% | Added |
| Dana Investment Advisors, Inc. | 17,131 | $2.83M | 0.14% | +8,676+102.6% | Added |
| Chapman Investment Management, LLC | 17,134 | $2.83M | 1.95% | −4,783−21.8% | Reduced |
| Whalerock Point Partners, LLC | 17,228 | $2.84M | 1.20% | −2,478−12.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 17,270 | $2.85M | 0.23% | +15,888+1,149.6% | Added |
| CX Institutional | 17,270 | $2.85M | 0.22% | +8,306+92.7% | Added |
| KMG Fiduciary Partners, LLC | 17,285 | $2.85M | 0.53% | −1,734−9.1% | Reduced |
| Roberts Wealth Advisors, LLC | 16,286 | $2.86M | 1.25% | +725+4.7% | Added |
| Lincoln National Corp | 17,363 | $2.87M | 0.07% | −2,035−10.5% | Reduced |
| Clearstead Advisors, LLC | 17,383 | $2.87M | 0.22% | +3,949+29.4% | Added |
| Bessemer Group Inc | 17,487 | $2.88M | 0.01% | −4,993−22.2% | Reduced |
| Symphony Financial, Ltd. Co. | 16,931 | $2.89M | 0.85% | +5,682+50.5% | Added |
| Kelly Lawrence W & Associates Inc | 17,500 | $2.89M | 0.79% | +3,115+21.7% | Added |
| Burleson & Company, LLC | 17,521 | $2.89M | 0.63% | −1,702−8.9% | Reduced |
| Belpointe Asset Management LLC | 17,547 | $2.90M | 0.19% | −2,158−11.0% | Reduced |
| Miracle Mile Advisors, LLC | 17,593 | $2.90M | 0.14% | −2,023−10.3% | Reduced |
| Tsai Capital Corp | 17,730 | $2.93M | 3.47% | −11,871−40.1% | Reduced |
| LGT Fund Management Co Ltd. | 17,727 | $2.93M | 0.43% | +9,257+109.3% | Added |
| Asio Capital, LLC | 17,805 | $2.94M | 0.93% | +2,152+13.7% | Added |
| Cypress Capital Group | 17,815 | $2.94M | 0.45% | −11,290−38.8% | Reduced |
| Advisors Asset Management, Inc. | 17,831 | $2.94M | 0.05% | +17,831 | New |
| Invst, LLC | 15,644 | $2.95M | 0.46% | +149+1.0% | Added |
| PKO Investment Management Joint-Stock Co | 18,000 | $2.97M | 0.43% | −5,000−21.7% | Reduced |
| Morningstar Investment Services LLC | 17,412 | $2.97M | 0.04% | +1,464+9.2% | Added |
| Snowhook Capital Management LP | 18,013 | $2.97M | 1.51% | −52,453−74.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,092 | $2.99M | 2.25% | +55+0.3% | Added |
| First Interstate Bank | 18,163 | $3.00M | 0.23% | +982+5.7% | Added |
| Moody National Bank Trust Division | 18,244 | $3.01M | 0.32% | +629+3.6% | Added |
| Pinnacle Associates Ltd | 18,509 | $3.06M | 0.07% | −882−4.5% | Reduced |
| Dillon & Associates Inc | 18,637 | $3.08M | 0.69% | +437+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 18,628 | $3.08M | 0.31% | +3,118+20.1% | Added |
| BDO Wealth Advisors, LLC | 18,709 | $3.09M | 0.38% | −258−1.4% | Reduced |
| Cohen Lawrence B | 18,770 | $3.10M | 2.21% | +108+0.6% | Added |
| Mirador Capital Partners LP | 18,798 | $3.10M | 0.73% | +395+2.1% | Added |
| Empirical Finance, LLC | 18,892 | $3.12M | 0.40% | +1,111+6.2% | Added |
| Veritable, L.P. | 19,098 | $3.15M | 0.06% | +1,748+10.1% | Added |
| First Foundation Advisors | 19,145 | $3.16M | 0.14% | −6,431−25.1% | Reduced |
| Bridge Creek Capital Management LLC | 19,190 | $3.17M | 1.29% | +331+1.8% | Added |
| Fundamentun, LLC | 19,215 | $3.17M | 0.60% | +1,749+10.0% | Added |
| Moody Lynn & Lieberson, LLC | 19,276 | $3.18M | 0.29% | +13,640+242.0% | Added |
| Element Capital Management LLC | 19,313 | $3.19M | 1.60% | +6,438+50.0% | Added |
| Level Four Advisory Services, LLC | 19,332 | $3.19M | 0.30% | +2,219+13.0% | Added |
| Zions Bancorporation, N.A. | 19,493 | $3.22M | 0.32% | +597+3.2% | Added |
| Westbourne Investment Advisors, Inc. | 19,604 | $3.23M | 2.01% | +5,861+42.6% | Added |
| Knights of Columbus Asset Advisors LLC | 19,622 | $3.24M | 0.32% | +184+0.9% | Added |
| Ocean Capital Management, LLC | 19,945 | $3.25M | 1.78% | −355−1.7% | Reduced |
| South State Corp. | 19,700 | $3.25M | 0.31% | −617−3.0% | Reduced |
| Security National Bank | 19,831 | $3.27M | 0.91% | +344+1.8% | Added |
| Arkadios Wealth Advisors | 19,884 | $3.28M | 0.49% | +9,024+83.1% | Added |
| Mark Asset Management LP | 20,000 | $3.30M | 0.80% | +20,000 | New |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.32M | 3.54% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 20,169 | $3.33M | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,216 | $3.34M | 0.10% | +4,163+25.9% | Added |
| Gladstone Institutional Advisory LLC | 20,238 | $3.34M | 0.26% | −1,316−6.1% | Reduced |
| Girard Partners Ltd. | 20,287 | $3.35M | 0.43% | −914−4.3% | Reduced |
| Quest Investment Management LLC | 20,421 | $3.37M | 0.40% | −40,042−66.2% | Reduced |
| Bray Capital Advisors | 20,430 | $3.37M | 1.01% | +125+0.6% | Added |
| Stoneridge Investment Partners LLC | 20,446 | $3.37M | 1.86% | −2,325−10.2% | Reduced |
| Privium Fund Management B.V. | 20,450 | $3.38M | 1.14% | +16,641+436.9% | Added |
| Hoylecohen, LLC | 20,515 | $3.39M | 0.35% | +1,960+10.6% | Added |
| Thoroughbred Financial Services, LLC | 20,534 | $3.39M | 0.62% | +554+2.8% | Added |
| Karp Capital Management Corp | 20,551 | $3.39M | 0.60% | −4,708−18.6% | Reduced |
| Once Capital Management, LLC | 20,800 | $3.43M | 4.37% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 20,806 | $3.43M | 0.02% | +5,877+39.4% | Added |
| GPS Wealth Strategies Group, LLC | 20,882 | $3.45M | 0.88% | −2,272−9.8% | Reduced |
| Andra AP-fonden | 20,998 | $3.47M | 0.10% | +20,998 | New |
| Brookstone Capital Management | 19,874 | $3.49M | 0.08% | −1,291−6.1% | Reduced |
| GWM Advisors LLC | 21,336 | $3.52M | 0.06% | +347+1.7% | Added |
| Roundview Capital LLC | 21,373 | $3.53M | 0.42% | −2,664−11.1% | Reduced |
| Kadensa Capital Ltd | 21,425 | $3.54M | 1.34% | +21,425 | New |
| Vision Capital Management, Inc. | 21,680 | $3.58M | 0.67% | +6,404+41.9% | Added |
| MAI Capital Management | 21,732 | $3.59M | 0.07% | −57,128−72.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.63M | 2.10% | −3,000−12.0% | Reduced |
| Quattro Financial Advisors LLC | 22,000 | $3.63M | 1.23% | +17,100+349.0% | Added |
| ACG Wealth | 22,014 | $3.64M | 0.74% | +1,776+8.8% | Added |
| HighPoint Advisor Group LLC | 21,223 | $3.67M | 0.40% | +21,223 | New |
| Twin Capital Management Inc | 22,249 | $3.67M | 0.47% | −262−1.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,398 | $3.70M | 0.47% | +3,308+17.3% | Added |
| RB Capital Management, LLC | 22,509 | $3.71M | 1.38% | +368+1.7% | Added |
| Meridian Management Co | 22,610 | $3.73M | 1.44% | +421+1.9% | Added |
| Summit Financial, LLC | 22,621 | $3.73M | 0.35% | +8,180+56.6% | Added |
| Spire Wealth Management | 22,636 | $3.74M | 0.15% | −10,196−31.1% | Reduced |
| Garde Capital, Inc. | 22,658 | $3.74M | 0.46% | −3,530−13.5% | Reduced |
| GAM Holding AG | 21,404 | $3.76M | 0.25% | −28,963−57.5% | Reduced |
| Venture Visionary Partners LLC | 22,822 | $3.77M | 0.29% | +194+0.9% | Added |
| Harbor Investment Advisory, LLC | 22,838 | $3.77M | 0.60% | −1,874−7.6% | Reduced |
| Plimoth Trust Co LLC | 22,891 | $3.78M | 1.19% | +2,102+10.1% | Added |