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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30,911 | $5.10M | 3.27% | −2,500−7.5% | Reduced |
| Pathstone Family Office, LLC | 30,926 | $5.10M | 0.11% | +10,352+50.3% | Added |
| Bank of the West | 30,957 | $5.11M | 0.65% | −8,102−20.7% | Reduced |
| Allstate Corp | 31,031 | $5.12M | 0.16% | −14,223−31.4% | Reduced |
| Capula Management Ltd | 31,035 | $5.12M | 0.72% | +31,035 | New |
| D.A. Davidson & Co. | 31,071 | $5.13M | 0.06% | +2,515+8.8% | Added |
| Raymond James Trust N.A. | 31,302 | $5.17M | 0.18% | −961−3.0% | Reduced |
| RPG Investment Advisory, LLC | 31,308 | $5.17M | 1.05% | +2,977+10.5% | Added |
| Osborne Partners Capital Management, LLC | 31,786 | $5.25M | 0.40% | +31,786 | New |
| Spark Investment Management LLC | 31,800 | $5.25M | 7.63% | −25,000−44.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 31,928 | $5.27M | 0.26% | +10,293+47.6% | Added |
| Advisor Partners LLC | 31,935 | $5.27M | 0.37% | +6,632+26.2% | Added |
| Crossvault Capital Management LLC | 32,132 | $5.30M | 2.09% | −4,166−11.5% | Reduced |
| Brant Point Investment Management LLC | 32,200 | $5.31M | 1.31% | +32,200 | New |
| Oak Harvest Investment Services | 32,360 | $5.34M | 1.44% | +339+1.1% | Added |
| Verition Fund Management LLC | 32,386 | $5.34M | 0.12% | +23,981+285.3% | Added |
| Autus Asset Management, LLC | 32,608 | $5.38M | 0.96% | +1,288+4.1% | Added |
| YorkBridge Wealth Partners, LLC | 33,502 | $5.53M | 1.45% | −393−1.2% | Reduced |
| Everence Capital Management Inc | 33,867 | $5.59M | 0.50% | 00.0% | Unchanged |
| Cutler Group LP | 33,927 | $5.60M | 0.76% | +15,260+81.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,944 | $5.60M | 0.51% | +4,870+16.8% | Added |
| Fiduciary Group LLC | 30,085 | $5.62M | 0.70% | −2,918−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 34,108 | $5.63M | 0.32% | +398+1.2% | Added |
| Avantax Advisory Services, Inc. | 34,308 | $5.66M | 0.09% | +1,111+3.3% | Added |
| Lee Capital Holdings LLC | 34,330 | $5.67M | 4.60% | +34,330 | New |
| Orion Portfolio Solutions, LLC | 34,401 | $5.68M | 0.23% | −1,779−4.9% | Reduced |
| Seven Post Investment Office LP | 34,629 | $5.71M | 2.13% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,715 | $5.73M | 0.25% | +4,800+16.0% | Added |
| Profund Advisors LLC | 35,008 | $5.78M | 0.37% | −9,608−21.5% | Reduced |
| Parsons Capital Management Inc | 35,109 | $5.79M | 0.52% | −2,214−5.9% | Reduced |
| St Germain D J Co Inc | 35,188 | $5.81M | 0.38% | +141+0.4% | Added |
| Valeo Financial Advisors, LLC | 81,360 | $5.81M | 0.37% | +6,670+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 35,241 | $5.82M | 0.24% | +1,224+3.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 35,290 | $5.82M | 0.38% | +3,200+10.0% | Added |
| Atria Wealth Solutions, Inc. | 35,402 | $5.84M | 0.12% | −3,697−9.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 35,636 | $5.88M | 1.82% | +5,830+19.6% | Added |
| Gilder Gagnon Howe & Co LLC | 35,821 | $5.91M | 0.11% | −84,598−70.3% | Reduced |
| United Services Automobile Association | 36,063 | $5.95M | 0.16% | +36,063 | New |
| Trust Co of Vermont | 36,210 | $5.98M | 0.46% | −511−1.4% | Reduced |
| Brookfield Asset Management Inc. | 36,314 | $5.99M | 0.03% | +11,876+48.6% | Added |
| Exencial Wealth Advisors, LLC | 36,387 | $6.00M | 0.34% | −2,003−5.2% | Reduced |
| Corbenic Partners LLC | 36,436 | $6.01M | 1.58% | −3,315−8.3% | Reduced |
| First National Trust Co | 36,811 | $6.08M | 0.34% | −564−1.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 28,716 | $6.08M | 0.29% | +28,716 | New |
| Novare Capital Management LLC | 36,854 | $6.08M | 0.75% | +279+0.8% | Added |
| Natixis Investment Managers International | 36,910 | $6.09M | 0.12% | +14,797+66.9% | Added |
| KCM Investment Advisors LLC | 36,999 | $6.11M | 0.27% | −1,859−4.8% | Reduced |
| Private Capital Advisors, Inc. | 37,033 | $6.11M | 1.03% | +740+2.0% | Added |
| Means Investment Co., Inc. | 37,387 | $6.17M | 1.31% | +663+1.8% | Added |
| Highland Capital Management, LLC | 37,728 | $6.23M | 0.45% | −79−0.2% | Reduced |
| AXS Investments LLC | 37,742 | $6.23M | 2.21% | −5,125−12.0% | Reduced |
| Johnson Investment Counsel Inc | 38,061 | $6.28M | 0.09% | −2,168−5.4% | Reduced |
| EVR Research LP | 38,400 | $6.34M | 1.87% | +38,400 | New |
| Codex Capital, L.L.C. | 30,000 | $6.37M | 3.89% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 38,734 | $6.39M | 0.46% | −264−0.7% | Reduced |
| Sigma Planning Corp | 38,809 | $6.41M | 0.23% | −4,160−9.7% | Reduced |
| Wedbush Securities Inc | 38,879 | $6.42M | 0.35% | +251+0.6% | Added |
| Unio Capital LLC | 39,005 | $6.44M | 3.70% | +9,213+30.9% | Added |
| Parallel Advisors, LLC | 39,013 | $6.44M | 0.30% | −487−1.2% | Reduced |
| Marlowe Partners LP | 39,047 | $6.44M | 6.69% | +3,429+9.6% | Added |
| CMH Wealth Management LLC | 39,158 | $6.46M | 2.34% | +16,003+69.1% | Added |
| China Universal Asset Management Co., Ltd. | 39,200 | $6.47M | 2.72% | +1,200+3.2% | Added |
| Commerce Bank | 39,298 | $6.49M | 0.05% | −10,296−20.8% | Reduced |
| Evercore Wealth Management, LLC | 39,479 | $6.51M | 0.14% | +80+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 39,577 | $6.53M | 0.37% | +8,477+27.3% | Added |
| Bank Hapoalim BM | 39,602 | $6.54M | 0.83% | +446+1.1% | Added |
| Congress Asset Management Co | 39,697 | $6.55M | 0.06% | −9,793−19.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 39,753 | $6.56M | 0.36% | −428−1.1% | Reduced |
| Sachem Head Capital Management LP | 40,000 | $6.60M | 0.20% | −213,100−84.2% | Reduced |
| Grassi Investment Management | 40,096 | $6.62M | 0.88% | +1,650+4.3% | Added |
| Motco | 40,448 | $6.68M | 0.50% | +2,205+5.8% | Added |
| Central Trust Co | 40,505 | $6.68M | 0.22% | −498−1.2% | Reduced |
| Prospera Financial Services Inc | 40,511 | $6.69M | 0.34% | +5,829+16.8% | Added |
| Intech Investment Management LLC | 40,599 | $6.70M | 0.04% | +40,599 | New |
| Bryn Mawr Trust Co | 40,882 | $6.75M | 0.31% | +20,156+97.2% | Added |
| Cetera Investment Advisers | 41,283 | $6.81M | 0.11% | +1,846+4.7% | Added |
| Regentatlantic Capital LLC | 41,281 | $6.81M | 0.22% | +10,163+32.7% | Added |
| Waverton Investment Management Ltd | 41,307 | $6.82M | 0.27% | −39,006−48.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 41,997 | $6.93M | 0.91% | +3,098+8.0% | Added |
| Sand Hill Global Advisors, LLC | 42,006 | $6.93M | 0.39% | +1,799+4.5% | Added |
| Hillman Capital Management, Inc. | 42,242 | $6.97M | 2.53% | +8,427+24.9% | Added |
| Keybank National Association | 42,280 | $6.98M | 0.03% | −1,706−3.9% | Reduced |
| Allen Investment Management LLC | 42,320 | $6.98M | 0.11% | +22+0.1% | Added |
| Kinneret Advisory, LLC | 42,722 | $7.05M | 0.91% | +905+2.2% | Added |
| Ethic Inc. | 42,765 | $7.06M | 0.49% | +5,365+14.3% | Added |
| AE Wealth Management LLC | 42,971 | $7.09M | 0.06% | +2,112+5.2% | Added |
| Carroll Investors, Inc | 43,014 | $7.10M | 6.45% | +2,601+6.4% | Added |
| Annex Advisory Services, LLC | 43,045 | $7.10M | 0.51% | +8,605+25.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 43,053 | $7.11M | 0.76% | +6,592+18.1% | Added |
| Illinois Municipal Retirement Fund | 43,206 | $7.13M | 0.17% | +18,055+71.8% | Added |
| Moreno Evelyn V | 43,360 | $7.16M | 1.67% | −2,126−4.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,449 | $7.17M | 0.16% | +956+2.2% | Added |
| Iyo Bank, Ltd. | 43,532 | $7.18M | 2.39% | 00.0% | Unchanged |
| Rothschild Investment Corp | 43,541 | $7.19M | 0.66% | +855+2.0% | Added |
| Douglass Winthrop Advisors, LLC | 43,562 | $7.19M | 0.20% | −1,426−3.2% | Reduced |
| Westwood Management Corp | 43,724 | $7.22M | 0.91% | −600−1.4% | Reduced |
| Exchange Capital Management, Inc. | 43,940 | $7.25M | 1.58% | +2,139+5.1% | Added |
| E. Ohman J:or Asset Management AB | 44,050 | $7.27M | 0.31% | −800−1.8% | Reduced |
| Forbes J M & Co LLP | 44,189 | $7.29M | 1.07% | −140−0.3% | Reduced |
| Barrier Capital Management, LLC | 44,218 | $7.30M | 9.45% | +44,218 | New |