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 |
|---|---|---|---|---|---|
| Vestcor Inc | 22,924 | $3.78M | 0.14% | +7,438+48.0% | Added |
| Elite Wealth Management, Inc. | 22,942 | $3.79M | 1.96% | −257−1.1% | Reduced |
| Hyman Charles D | 23,061 | $3.81M | 0.28% | +5,540+31.6% | Added |
| Wellington Shields Capital Management, LLC | 88,738 | $3.82M | 0.47% | −21,173−19.3% | Reduced |
| Colony Group LLC | 23,288 | $3.84M | 0.07% | −4,399−15.9% | Reduced |
| Van Strum & Towne Inc. | 23,381 | $3.86M | 1.64% | +141+0.6% | Added |
| Iowa State Bank | 23,393 | $3.86M | 1.02% | +235+1.0% | Added |
| Strategic Wealth Advisors Group, LLC | 22,492 | $3.87M | 0.16% | −2,852−11.3% | Reduced |
| Caldwell Trust Co | 23,496 | $3.88M | 0.53% | −131−0.6% | Reduced |
| Simmons Bank | 23,560 | $3.89M | 0.34% | +2,910+14.1% | Added |
| Axxcess Wealth Management, LLC | 23,566 | $3.89M | 0.38% | −682−2.8% | Reduced |
| Spinnaker Trust | 23,602 | $3.90M | 0.30% | −275−1.2% | Reduced |
| Salem Investment Counselors Inc | 23,714 | $3.91M | 0.18% | −3,994−14.4% | Reduced |
| Atlantic Union Bankshares Corp | 23,778 | $3.92M | 0.40% | −96−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,823 | $3.93M | 0.04% | −19,989−45.6% | Reduced |
| HBW Advisory Services LLC | 23,948 | $3.95M | 1.07% | +13,053+119.8% | Added |
| Harbour Capital Advisors, LLC | 23,972 | $3.96M | 1.29% | −232−1.0% | Reduced |
| Motley Fool Asset Management LLC | 23,027 | $3.96M | 0.37% | −1,555−6.3% | Reduced |
| Chartwell Investment Partners, LLC | 24,020 | $3.96M | 0.16% | −465−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 24,079 | $3.97M | 0.92% | +855+3.7% | Added |
| Boothbay Fund Management, LLC | 24,149 | $3.99M | 0.14% | +19,683+440.7% | Added |
| Birch Hill Investment Advisors LLC | 24,194 | $3.99M | 0.25% | +5,206+27.4% | Added |
| Siemens Fonds Invest GmbH | 24,287 | $4.01M | 0.42% | −117−0.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 24,290 | $4.01M | 0.73% | +324+1.4% | Added |
| Cohen Capital Management, Inc. | 24,359 | $4.02M | 0.82% | +6,150+33.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 24,378 | $4.02M | 1.10% | +2,883+13.4% | Added |
| Arrow Financial Corp | 24,389 | $4.03M | 0.55% | −222−0.9% | Reduced |
| Corient Capital Partners, LLC | 24,403 | $4.03M | 0.31% | −787−3.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 24,499 | $4.04M | 0.48% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,514 | $4.05M | 0.25% | −426−1.7% | Reduced |
| Maven Securities LTD | 24,626 | $4.06M | 0.72% | +9,760+65.7% | Added |
| Sitrin Capital Management LLC | 24,722 | $4.08M | 2.60% | −485−1.9% | Reduced |
| Icon Wealth Partners, LLC | 25,064 | $4.14M | 0.49% | +562+2.3% | Added |
| Fragasso Group Inc. | 25,196 | $4.16M | 0.56% | −3,785−13.1% | Reduced |
| Kornitzer Capital Management Inc | 25,211 | $4.16M | 0.08% | +2,950+13.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 25,243 | $4.17M | 0.20% | +3,821+17.8% | Added |
| Hamilton Wealth, LLC | 25,256 | $4.17M | 1.63% | +24,009+1,925.3% | Added |
| Ingalls & Snyder LLC | 25,362 | $4.19M | 0.22% | +4,217+19.9% | Added |
| Peloton Wealth Strategists | 25,425 | $4.20M | 2.05% | +175+0.7% | Added |
| RNC Capital Management LLC | 25,482 | $4.21M | 0.24% | −213−0.8% | Reduced |
| Shelton Capital Management | 25,501 | $4.21M | 0.19% | +5,900+30.1% | Added |
| Marks Group Wealth Management, Inc | 25,841 | $4.26M | 0.62% | +1,845+7.7% | Added |
| Sepio Capital, LP | 25,871 | $4.27M | 0.43% | −2,234−7.9% | Reduced |
| Global Endowment Management, LP | 25,984 | $4.29M | 0.38% | −110,988−81.0% | Reduced |
| Pallas Capital Advisors LLC | 23,568 | $4.30M | 0.59% | +2,115+9.9% | Added |
| Wetherby Asset Management Inc | 26,104 | $4.31M | 0.29% | +2,507+10.6% | Added |
| Marietta Wealth Management, LLC | 26,203 | $4.33M | 1.05% | +2,638+11.2% | Added |
| Independent Advisor Alliance | 26,233 | $4.33M | 0.24% | −16,231−38.2% | Reduced |
| Lord, Abbett & Co. LLC | 26,243 | $4.33M | 0.02% | +9,767+59.3% | Added |
| Nixon Peabody Trust Co | 26,353 | $4.35M | 1.97% | −2,001−7.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 26,441 | $4.36M | 1.02% | +263+1.0% | Added |
| Snowden Capital Advisors LLC | 26,532 | $4.38M | 0.20% | +2,825+11.9% | Added |
| Harbor Capital Advisors, Inc. | 26,538 | $4.38M | 3.33% | −1,602−5.7% | Reduced |
| Scholtz & Company, LLC | 26,551 | $4.38M | 2.69% | −2,885−9.8% | Reduced |
| Shikiar Asset Management Inc | 26,553 | $4.38M | 1.68% | −212−0.8% | Reduced |
| Trexquant Investment LP | 26,713 | $4.41M | 0.20% | +26,713 | New |
| Alps Advisors Inc | 26,753 | $4.42M | 0.04% | +13,473+101.5% | Added |
| DuPont Capital Management Corp | 26,755 | $4.42M | 0.21% | −4,844−15.3% | Reduced |
| AO Asset Management, LP | 26,800 | $4.42M | 3.05% | +26,800 | New |
| Jag Capital Management, LLC | 26,941 | $4.45M | 0.55% | +4,275+18.9% | Added |
| FourThought Financial, LLC | 26,988 | $4.45M | 0.65% | +2,082+8.4% | Added |
| Blue Zone Wealth Advisors, LLC | 27,159 | $4.48M | 2.03% | +324+1.2% | Added |
| Trust Co of Kansas | 27,368 | $4.52M | 2.65% | −4,534−14.2% | Reduced |
| Bogart Wealth, LLC | 27,401 | $4.52M | 0.40% | +3,856+16.4% | Added |
| Assetmark, Inc | 27,404 | $4.52M | 0.02% | +7,403+37.0% | Added |
| Toroso Investments, LLC | 27,505 | $4.54M | 0.17% | −6,887−20.0% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $4.55M | 0.87% | 00.0% | Unchanged |
| LGT Group Foundation | 27,754 | $4.58M | 0.14% | +16+0.1% | Added |
| Kemnay Advisory Services Inc. | 27,779 | $4.58M | 1.11% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 27,847 | $4.60M | 0.97% | +5,225+23.1% | Added |
| National Asset Management, Inc. | 27,883 | $4.60M | 0.19% | −5,835−17.3% | Reduced |
| Strategic Wealth Designers | 28,069 | $4.63M | 1.16% | +1,887+7.2% | Added |
| Independent Financial Group, LLC | 28,213 | $4.66M | 0.50% | −68−0.2% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $4.67M | 0.23% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 28,307 | $4.67M | 0.17% | −215−0.8% | Reduced |
| Azzad Asset Management Inc | 26,868 | $4.69M | 0.46% | +11,783+78.1% | Added |
| Prudential PLC | 28,454 | $4.70M | 0.09% | −5,999−17.4% | Reduced |
| Great Valley Advisor Group, Inc. | 28,493 | $4.70M | 0.26% | +8,926+45.6% | Added |
| Dowling & Yahnke LLC | 28,614 | $4.72M | 0.22% | −738−2.5% | Reduced |
| WoodTrust Financial Corp | 28,724 | $4.74M | 1.06% | +1,743+6.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 28,896 | $4.77M | 3.22% | +792+2.8% | Added |
| Strategic Advisors LLC | 29,390 | $4.85M | 1.01% | −722−2.4% | Reduced |
| Cresset Asset Management, LLC | 30,005 | $4.85M | 0.06% | −394−1.3% | Reduced |
| Shufro Rose & Co LLC | 29,646 | $4.89M | 0.42% | −16,305−35.5% | Reduced |
| Webster Bank, N. A. | 29,890 | $4.93M | 0.67% | −560−1.8% | Reduced |
| Prentiss Smith & Co Inc | 29,898 | $4.93M | 3.81% | −21−0.1% | Reduced |
| Hunt Lane Capital LP | 30,000 | $4.95M | 6.89% | +30,000 | New |
| Guinness Atkinson Asset Management Inc | 30,033 | $4.96M | 2.89% | +29,653+7,803.4% | Added |
| SP Asset Management | 30,044 | $4.96M | 0.63% | −44−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 30,079 | $4.96M | 0.60% | +26,017+640.5% | Added |
| Brighton Jones LLC | 30,158 | $4.98M | 0.29% | +2,897+10.6% | Added |
| Mirova | 30,178 | $4.98M | 0.71% | +14,842+96.8% | Added |
| Financial Partners Capital Management LLC | 30,379 | $5.01M | 1.08% | +9,218+43.6% | Added |
| Point72 Hong Kong Ltd | 30,402 | $5.02M | 0.32% | +3,515+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 30,417 | $5.02M | 0.09% | +9,148+43.0% | Added |
| Fiduciary Trust Co | 30,432 | $5.02M | 0.11% | −2,091−6.4% | Reduced |
| Stratos Wealth Partners, LTD. | 30,562 | $5.04M | 0.13% | −844−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,646 | $5.06M | 0.43% | +29,597+2,821.4% | Added |
| Hudson Valley Investment Advisors Inc | 30,679 | $5.06M | 0.79% | −1,940−5.9% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 30,875 | $5.10M | 0.61% | −1,419−4.4% | Reduced |