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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 44,410 | $7.33M | 2.20% | −696−1.5% | Reduced |
| Ashfield Capital Partners, LLC | 44,650 | $7.37M | 0.57% | +7,387+19.8% | Added |
| Foster Victor Wealth Advisors, LLC | 42,671 | $7.37M | 1.10% | +2,970+7.5% | Added |
| McRae Capital Management Inc | 44,847 | $7.40M | 2.01% | −808−1.8% | Reduced |
| Captrust Financial Advisors | 45,040 | $7.43M | 0.05% | +9,682+27.4% | Added |
| Azimuth Capital Investment Management LLC | 45,200 | $7.46M | 0.38% | +45,200 | New |
| Philadelphia Trust Co | 45,437 | $7.50M | 0.77% | −10,315−18.5% | Reduced |
| Private Asset Management Inc | 45,612 | $7.53M | 1.22% | +7,801+20.6% | Added |
| Invenomic Capital Management LP | 45,836 | $7.57M | 0.66% | +45,836 | New |
| Covington Capital Management | 45,991 | $7.59M | 0.31% | −2,413−5.0% | Reduced |
| Buckingham Capital Management, Inc. | 46,179 | $7.62M | 1.43% | +1,018+2.3% | Added |
| Nomura Holdings Inc | 45,107 | $7.64M | 0.07% | −343,697−88.4% | Reduced |
| Progressive Investment Management Corp | 46,416 | $7.66M | 2.99% | +870+1.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 46,997 | $7.76M | 2.08% | −47,450−50.2% | Reduced |
| Selective Wealth Management, Inc. | 47,127 | $7.78M | 2.77% | +16,315+53.0% | Added |
| Advisory Services Network, LLC | 47,574 | $7.85M | 0.27% | +1,512+3.3% | Added |
| Gifford Fong Associates | 47,621 | $7.86M | 1.83% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 48,674 | $8.03M | 0.27% | +2,569+5.6% | Added |
| Calamos Wealth Management LLC | 48,717 | $8.04M | 0.71% | +1,184+2.5% | Added |
| Neville Rodie & Shaw Inc | 48,979 | $8.08M | 0.72% | −988−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,980 | $8.08M | 0.34% | +18,277+59.5% | Added |
| Xcel Wealth Management, LLC | 49,122 | $8.11M | 2.95% | +5,625+12.9% | Added |
| Beacon Pointe Advisors, LLC | 49,717 | $8.21M | 0.17% | −29,554−37.3% | Reduced |
| Stillwater Capital Advisors, LLC | 49,751 | $8.21M | 1.53% | +1,743+3.6% | Added |
| Achmea Investment Management B.V. | 49,881 | $8.23M | 0.27% | −961−1.9% | Reduced |
| Chesley Taft & Associates LLC | 50,012 | $8.25M | 0.56% | −188−0.4% | Reduced |
| Mercer Global Advisors Inc | 50,075 | $8.27M | 0.05% | −6,423−11.4% | Reduced |
| Covington Investment Advisors Inc. | 50,199 | $8.29M | 2.09% | −210.0% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 50,200 | $8.29M | 1.20% | +3,600+7.7% | Added |
| Sandy Spring Bank | 50,413 | $8.32M | 0.50% | −2,272−4.3% | Reduced |
| Banque Cantonale Vaudoise | 50,564 | $8.35M | 0.43% | −3,115−5.8% | Reduced |
| Crossmark Global Holdings, Inc. | 51,705 | $8.53M | 0.22% | +1,349+2.7% | Added |
| Oppenheimer & Co Inc | 51,826 | $8.55M | 0.18% | −2,229−4.1% | Reduced |
| Shell Asset Management Co | 52,123 | $8.60M | 0.25% | −46,617−47.2% | Reduced |
| Kingsview Wealth Management, LLC | 52,573 | $8.68M | 0.42% | −2,202−4.0% | Reduced |
| Edge Wealth Management LLC | 52,665 | $8.69M | 1.88% | −255−0.5% | Reduced |
| Credit Agricole S A | 52,896 | $8.73M | 0.35% | +11,760+28.6% | Added |
| AlphaCrest Capital Management LLC | 52,983 | $8.74M | 0.42% | +36,047+212.8% | Added |
| Northstar Asset Management Inc | 53,138 | $8.77M | 2.89% | −349−0.7% | Reduced |
| Cullinan Associates Inc | 53,196 | $8.78M | 0.54% | −10,310−16.2% | Reduced |
| First Horizon Advisors, Inc. | 53,222 | $8.78M | 0.31% | +6,733+14.5% | Added |
| Marco Investment Management LLC | 53,583 | $8.84M | 1.03% | +1,924+3.7% | Added |
| Abbrea Capital, LLC | 53,629 | $8.85M | 1.47% | −864−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 53,644 | $8.85M | 0.53% | +12,209+29.5% | Added |
| Eagle Global Advisors LLC | 53,658 | $8.86M | 0.65% | −5,720−9.6% | Reduced |
| Gotham Asset Management, LLC | 53,951 | $8.90M | 0.29% | +26,490+96.5% | Added |
| Jasper Ridge Partners, L.P. | 54,243 | $8.95M | 0.54% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 54,586 | $9.01M | 0.43% | −2,700−4.7% | Reduced |
| Jefferies Group LLC | 55,178 | $9.11M | 0.25% | −25,513−31.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 55,582 | $9.17M | 0.39% | +1,803+3.4% | Added |
| JustInvest LLC | 55,859 | $9.22M | 0.43% | +26,342+89.2% | Added |
| SG Americas Securities, LLC | 56,467 | $9.32M | 0.12% | −207−0.4% | Reduced |
| Dash Acquisitions Inc. | 56,871 | $9.39M | 5.13% | +893+1.6% | Added |
| Kerrisdale Advisers, LLC | 56,893 | $9.39M | 2.96% | +23,547+70.6% | Added |
| Adell Harriman & Carpenter Inc | 57,134 | $9.43M | 1.16% | +4,474+8.5% | Added |
| GDS Wealth Management | 57,274 | $9.45M | 2.12% | +41,575+264.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 57,482 | $9.49M | 3.08% | +758+1.3% | Added |
| Mizuho Markets Cayman LP | 58,304 | $9.62M | 1.64% | +7,116+13.9% | Added |
| Boston Private Wealth LLC | 58,425 | $9.64M | 0.15% | −34,101−36.9% | Reduced |
| Metropolitan Life Insurance Co | 58,567 | $9.67M | 0.42% | −958−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 59,284 | $9.78M | 0.23% | −33,283−36.0% | Reduced |
| Governors Lane LP | 59,300 | $9.79M | 0.83% | −15,300−20.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 62,500 | $9.87M | 1.66% | −12,500−16.7% | Reduced |
| Channing Capital Management, LLC | 59,839 | $9.88M | 0.32% | +12,609+26.7% | Added |
| Bradley Foster & Sargent Inc | 59,938 | $9.89M | 0.26% | −8,923−13.0% | Reduced |
| Ally Financial Inc. | 60,000 | $9.90M | 1.35% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 60,000 | $9.90M | 0.88% | +60,000 | New |
| Bokf, NA | 60,545 | $9.99M | 0.19% | +739+1.2% | Added |
| Erste Asset Management GmbH | 58,668 | $10.0M | 0.22% | +3,659+6.7% | Added |
| Community Trust & Investment Co | 60,780 | $10.0M | 0.93% | −259−0.4% | Reduced |
| Sycomore Asset Management | 58,846 | $10.1M | 2.37% | −69,440−54.1% | Reduced |
| Jones Financial Companies LLLP | 61,598 | $10.2M | 0.02% | −466−0.8% | Reduced |
| Oribel Capital Management, LP | 61,800 | $10.2M | 3.24% | +61,800 | New |
| Sit Investment Associates Inc | 61,869 | $10.2M | 0.31% | −1,543−2.4% | Reduced |
| Lyell Wealth Management, LP | 62,015 | $10.2M | 1.67% | +901+1.5% | Added |
| Amica Mutual Insurance Co | 64,463 | $10.6M | 1.35% | +32,580+102.2% | Added |
| Huntington National Bank | 65,404 | $10.8M | 0.12% | −7,668−10.5% | Reduced |
| Roffman Miller Associates Inc | 65,627 | $10.8M | 0.94% | +2,266+3.6% | Added |
| Cortland Associates Inc | 66,139 | $10.9M | 1.80% | −9,567−12.6% | Reduced |
| Sequoia Financial Advisors, LLC | 66,191 | $10.9M | 0.31% | +2,431+3.8% | Added |
| Louisiana State Employees Retirement System | 62,900 | $10.9M | 0.29% | +700+1.1% | Added |
| Old National Bancorp | 66,818 | $11.0M | 0.37% | +2,820+4.4% | Added |
| Eisler Capital (UK) Ltd. | 68,104 | $11.2M | 1.18% | +7,028+11.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 68,948 | $11.4M | 0.14% | +68,948 | New |
| Trybe Capital Management LP | 68,971 | $11.4M | 9.88% | −2,199−3.1% | Reduced |
| Ziegler Capital Management, LLC | 69,177 | $11.4M | 0.47% | +43,509+169.5% | Added |
| Beacon Investment Advisory Services, Inc. | 69,791 | $11.5M | 0.60% | −334−0.5% | Reduced |
| First Sabrepoint Capital Management LP | 70,000 | $11.6M | 4.98% | +10,000+16.7% | Added |
| Engineers Gate Manager LP | 70,057 | $11.6M | 0.42% | −2,415−3.3% | Reduced |
| Thomasville National Bank | 70,189 | $11.6M | 1.28% | +1,746+2.6% | Added |
| Anchor Capital Advisors LLC | 70,225 | $11.6M | 0.29% | +70,225 | New |
| Washington Trust Co | 70,291 | $11.6M | 0.54% | +604+0.9% | Added |
| Gladius Capital Management LP | 71,400 | $11.8M | 2.58% | +71,400 | New |
| Synovus Financial Corp | 71,471 | $11.8M | 0.14% | +2,673+3.9% | Added |
| Oak Associates, Ltd | 72,300 | $11.9M | 0.93% | −11,731−14.0% | Reduced |
| Whittier Trust Co | 73,190 | $12.1M | 0.24% | −540−0.7% | Reduced |
| Kentucky Retirement Systems | 73,738 | $12.2M | 0.51% | +10,954+17.4% | Added |
| Maryland State Retirement & Pension System | 74,156 | $12.2M | 0.40% | +1,758+2.4% | Added |
| Cetera Advisor Networks LLC | 75,086 | $12.4M | 0.16% | +10,031+15.4% | Added |
| Bridgecreek Investment Management, LLC | 75,500 | $12.5M | 2.58% | +1,606+2.2% | Added |