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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 170 | $28.0K | 0.01% | −1,613−90.5% | Reduced |
| Neo Ivy Capital Management | 172 | $28.0K | 0.07% | −770−81.7% | Reduced |
| Trust Co | 171 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 169 | $28.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 167 | $28.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 176 | $29.0K | 0.02% | −49−21.8% | Reduced |
| Tacita Capital Inc | 174 | $29.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 177 | $29.0K | 0.00% | +114+181.0% | Added |
| Northwest Investment Counselors, LLC | 185 | $31.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 185 | $31.0K | 0.01% | +60+48.0% | Added |
| Fairfield Financial Advisors, LTD | 190 | $31.4K | 0.01% | −40−17.4% | Reduced |
| Cohen & Steers, Inc. | 200 | $33.0K | 0.00% | −155−43.7% | Reduced |
| Emerald Advisers, LLC | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 210 | $35.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 227 | $37.0K | 0.01% | −7−3.0% | Reduced |
| HBC Financial Services, PLLC | 225 | $39.0K | 0.03% | +175+350.0% | Added |
| Addison Advisors LLC | 240 | $40.0K | 0.02% | −352−59.5% | Reduced |
| Tyler-Stone Wealth Management | 245 | $40.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 245 | $40.0K | 0.01% | +18+7.9% | Added |
| Ten Capital Wealth Advisors, LLC | 249 | $41.0K | 0.02% | −50−16.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 250 | $41.0K | 0.05% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 250 | $41.0K | 0.02% | +50+25.0% | Added |
| Hoey Investments, Inc | 250 | $41.0K | 0.02% | +250 | New |
| Beacon Capital Management, LLC | 196 | $42.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 261 | $43.0K | 0.03% | −103−28.3% | Reduced |
| Hartford Financial Management Inc. | 259 | $43.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $43.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 261 | $43.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 260 | $43.0K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 278 | $45.0K | 0.03% | −704−71.7% | Reduced |
| RWM Asset Management, LLC | 272 | $45.0K | 0.01% | −215−44.1% | Reduced |
| Perkins Coie Trust Co | 274 | $45.0K | 0.02% | −24−8.1% | Reduced |
| Retirement Group, LLC | 274 | $45.0K | 0.02% | +92+50.5% | Added |
| Better Money Decisions, LLC | 286 | $47.0K | 0.04% | +286 | New |
| Founders Capital Management | 300 | $50.0K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $50.0K | 0.00% | −15−4.8% | Reduced |
| Estate Counselors, LLC | 308 | $50.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $51.0K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 306 | $51.0K | 0.01% | +100+48.5% | Added |
| KB Financial Partners, LLC | 318 | $52.0K | 0.02% | −350−52.4% | Reduced |
| Community Bank, N.A. | 314 | $52.0K | 0.01% | −140−30.8% | Reduced |
| HC Financial Advisors Inc | 324 | $53.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 319 | $53.0K | 0.00% | +75+30.7% | Added |
| Estabrook Capital Management | 331 | $54.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 333 | $55.0K | 0.02% | −149−30.9% | Reduced |
| Column Capital Advisors, LLC | 333 | $55.0K | 0.01% | −80−19.4% | Reduced |
| JFS Wealth Advisors, LLC | 338 | $56.0K | 0.01% | +4+1.2% | Added |
| Institutional & Family Asset Management, LLC | 351 | $58.0K | 0.01% | −35−9.1% | Reduced |
| Johnson Financial Group, Inc. | 359 | $59.0K | 0.00% | +13+3.8% | Added |
| Hall Laurie J Trustee | 365 | $60.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 352 | $60.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 368 | $61.0K | 0.01% | +143+63.6% | Added |
| JCIC Asset Management Inc. | 375 | $62.0K | 0.03% | −12−3.1% | Reduced |
| City Holding Co | 377 | $62.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 373 | $62.0K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 400 | $66.0K | 0.05% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 403 | $67.0K | 0.02% | −175−30.3% | Reduced |
| Vigilant Capital Management, LLC | 406 | $67.0K | 0.01% | +46+12.8% | Added |
| Rock Creek Group, LP | 420 | $69.0K | 0.01% | −151−26.4% | Reduced |
| Bell Investment Advisors, Inc | 421 | $69.0K | 0.02% | +421 | New |
| Hudock, Inc. | 428 | $70.0K | 0.02% | −65−13.2% | Reduced |
| Wagner Wealth Management, LLC | 424 | $70.0K | 0.06% | +424 | New |
| Pin Oak Investment Advisors Inc | 445 | $73.0K | 0.09% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 450 | $74.0K | 0.08% | −55−10.9% | Reduced |
| Clean Yield Group | 456 | $75.0K | 0.03% | +61+15.4% | Added |
| Mascoma Wealth Management LLC | 467 | $77.0K | 0.03% | −30−6.0% | Reduced |
| Manchester Capital Management LLC | 471 | $78.0K | 0.01% | +30+6.8% | Added |
| Eagle Bay Advisors LLC | 473 | $78.1K | 0.05% | +473 | New |
| Mach-1 Financial Group, Inc. | 496 | $81.0K | 0.06% | +496 | New |
| Hoertkorn Richard Charles | 500 | $83.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 509 | $84.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 515 | $85.0K | 0.02% | +132+34.5% | Added |
| Operose Advisors LLC | 522 | $86.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 529 | $87.0K | 0.01% | +44+9.1% | Added |
| Earnest Partners LLC | 536 | $88.0K | 0.00% | +100+22.9% | Added |
| Heritage Financial Services, LLC | 544 | $89.0K | 0.05% | +544 | New |
| Archer Investment Corp | 540 | $89.1K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 550 | $91.0K | 0.01% | −4−0.7% | Reduced |
| Arcadia Investment Management Corp | 560 | $92.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 554 | $92.0K | 0.08% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 561 | $92.0K | 0.08% | +145+34.9% | Added |
| Plante Moran Financial Advisors, LLC | 564 | $93.0K | 0.02% | +44+8.5% | Added |
| MV Capital Management, Inc. | 561 | $93.0K | 0.02% | +95+20.4% | Added |
| Monolith Advisors | 588 | $97.0K | 0.10% | −45−7.1% | Reduced |
| Atlas Capital Advisors LLC | 591 | $97.5K | 0.02% | −1,074−64.5% | Reduced |
| Covestor Ltd | 594 | $98.0K | 0.08% | −27−4.3% | Reduced |
| Prestige Wealth Management Group LLC | 610 | $101.0K | 0.03% | −1,392−69.5% | Reduced |
| Larson Financial Group LLC | 627 | $103.0K | 0.02% | −113−15.3% | Reduced |
| Optimum Investment Advisors | 635 | $105.0K | 0.05% | +5+0.8% | Added |
| Hanson & Doremus Investment Management | 637 | $105.0K | 0.03% | +11+1.8% | Added |
| Blume Capital Management, Inc. | 640 | $106.0K | 0.04% | +10+1.6% | Added |
| Stephens Investment Management Group LLC | 680 | $112.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 685 | $113.0K | 0.00% | −48−6.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 686 | $113.0K | 0.04% | +50+7.9% | Added |
| Rockbridge Investment Management, LCC | 690 | $113.9K | 0.02% | −164−19.2% | Reduced |
| Carolinas Wealth Consulting LLC | 689 | $114.0K | 0.03% | −126−15.5% | Reduced |
| Howe & Rusling Inc | 702 | $116.0K | 0.01% | −54−7.1% | Reduced |
| Magnolia Capital Management Ltd | 700 | $116.0K | 0.11% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $116.0K | 0.05% | 00.0% | Unchanged |