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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 712 | $118.0K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 720 | $119.0K | 0.03% | +96+15.4% | Added |
| Sittner & Nelson, LLC | 736 | $121.0K | 0.08% | +300+68.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 752 | $124.0K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 765 | $126.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 777 | $128.0K | 0.08% | −1,236−61.4% | Reduced |
| First Command Bank | 794 | $131.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 794 | $131.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 801 | $132.0K | 0.10% | −92−10.3% | Reduced |
| West Oak Capital, LLC | 805 | $133.0K | 0.07% | −1,300−61.8% | Reduced |
| Seldon Capital LP | 803 | $133.0K | 0.08% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 823 | $136.0K | 0.08% | +40+5.1% | Added |
| North Star Investment Management Corp. | 839 | $138.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 850 | $140.0K | 0.03% | −125−12.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 858 | $142.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 890 | $147.0K | 0.11% | −83−8.5% | Reduced |
| Freemont Management S.A. | 898 | $148.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 913 | $150.7K | 0.05% | −17−1.8% | Reduced |
| Banco de Sabadell, S.A | 900 | $152.0K | 0.13% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 938 | $155.0K | 0.01% | +135+16.8% | Added |
| Bank of New Hampshire | 976 | $161.0K | 0.05% | −100−9.3% | Reduced |
| Sage Private Wealth Group, LLC | 989 | $163.0K | 0.23% | +66+7.2% | Added |
| Price Jennifer C. | 1,000 | $165.0K | 0.03% | +1,000 | New |
| West Bancorporation Inc | 1,030 | $170.0K | 0.12% | −14−1.3% | Reduced |
| Standard Family Office LLC | 1,046 | $173.0K | 1.71% | +1,046 | New |
| Endurance Wealth Management, Inc. | 1,054 | $174.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,052 | $174.0K | 0.04% | +134+14.6% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $178.0K | 0.24% | 00.0% | Unchanged |
| Core Alternative Capital | 1,078 | $178.0K | 0.04% | +1+0.1% | Added |
| City State Bank | 1,087 | $179.0K | 0.12% | −30−2.7% | Reduced |
| Oakworth Capital, Inc. | 1,139 | $188.0K | 0.02% | −983−46.3% | Reduced |
| Versant Capital Management, Inc | 1,141 | $188.0K | 0.07% | +34+3.1% | Added |
| Castle Wealth Management LLC | 1,142 | $188.0K | 0.11% | +1,142 | New |
| Cordasco Financial Network | 1,164 | $192.0K | 0.14% | 00.0% | Unchanged |
| Emfo, LLC | 1,163 | $192.0K | 0.20% | +46+4.1% | Added |
| Front Row Advisors LLC | 1,176 | $194.0K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,174 | $194.0K | 0.04% | +165+16.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,200 | $198.0K | 0.10% | −124−9.4% | Reduced |
| Lantz Financial LLC | 1,211 | $200.0K | 0.09% | −179−12.9% | Reduced |
| Farmers & Merchants Investments Inc | 1,215 | $201.0K | 0.01% | −79−6.1% | Reduced |
| Five Oceans Advisors | 1,216 | $201.0K | 0.15% | −20−1.6% | Reduced |
| CoreCap Advisors, LLC | 1,222 | $202.0K | 0.02% | −136−10.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,224 | $202.0K | 0.12% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,223 | $202.0K | 0.02% | +206+20.3% | Added |
| HMS Capital Management, LLC | 1,226 | $202.0K | 0.12% | +1,226 | New |
| Sovereign Financial Group, Inc. | 1,227 | $203.0K | 0.08% | −468−27.6% | Reduced |
| Peddock Capital Advisors, LLC | 1,229 | $203.0K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,230 | $203.0K | 0.09% | +107+9.5% | Added |
| Strategic Investment Advisors | 1,233 | $203.0K | 0.04% | +1,233 | New |
| Arete Wealth Advisors, LLC | 1,233 | $204.0K | 0.02% | −642−34.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,234 | $204.0K | 0.10% | −35−2.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,238 | $204.0K | 0.14% | +262+26.8% | Added |
| Klingman & Associates, LLC | 1,244 | $205.0K | 0.02% | +44+3.7% | Added |
| Lakeview Capital Partners, LLC | 1,250 | $206.0K | 0.12% | −464−27.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,250 | $206.0K | 0.14% | −405−24.5% | Reduced |
| DCF Advisers, LLC | 1,250 | $206.0K | 0.14% | +1,250 | New |
| Princeton Capital Management LLC | 1,257 | $207.0K | 0.08% | +3+0.2% | Added |
| American National Bank | 1,255 | $207.0K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 1,257 | $207.0K | 0.02% | +76+6.4% | Added |
| Fort Pitt Capital Group, LLC | 1,256 | $207.0K | 0.01% | +139+12.4% | Added |
| Nicholas Hoffman & Company, LLC. | 1,258 | $208.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,128 | $208.0K | 0.06% | +348+44.6% | Added |
| Cantor Fitzgerald, L. P. | 1,262 | $208.0K | 0.00% | +1,262 | New |
| Clarity Wealth Advisors, LLC | 1,271 | $209.0K | 0.12% | +115+9.9% | Added |
| Holderness Investments Co | 1,275 | $210.0K | 0.09% | −115−8.3% | Reduced |
| Carmel Capital Partners, LLC | 1,273 | $210.0K | 0.20% | +60+4.9% | Added |
| Monticello Wealth Management, LLC | 1,274 | $211.0K | 0.02% | +103+8.8% | Added |
| Curi Capital | 1,279 | $211.0K | 0.04% | +105+8.9% | Added |
| KC Investment Advisors, LLC | 1,288 | $213.0K | 0.18% | −147−10.2% | Reduced |
| Arvest Trust Co N A | 1,298 | $214.0K | 0.01% | −52−3.9% | Reduced |
| Ledyard National Bank | 1,299 | $214.0K | 0.03% | +15+1.2% | Added |
| Aveo Capital Partners, LLC | 1,298 | $214.0K | 0.04% | +42+3.3% | Added |
| CastleKnight Management LP | 1,300 | $215.0K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,301 | $215.0K | 0.05% | +55+4.4% | Added |
| Main Street Financial Solutions, LLC | 1,309 | $216.0K | 0.03% | +1,309 | New |
| Northeast Investment Management | 1,315 | $217.0K | 0.01% | −188−12.5% | Reduced |
| Sage Mountain Advisors LLC | 1,317 | $217.0K | 0.04% | +30+2.3% | Added |
| Adirondack Trust Co | 1,320 | $218.0K | 0.12% | +187+16.5% | Added |
| Consolidated Capital Management, LLC | 1,329 | $219.0K | 0.13% | +4+0.3% | Added |
| Retirement Income Solutions, Inc | 1,330 | $220.0K | 0.08% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,332 | $220.0K | 0.05% | +182+15.8% | Added |
| Benjamin Edwards Inc | 1,337 | $221.0K | 0.06% | −765−36.4% | Reduced |
| CNB Bank | 1,346 | $222.0K | 0.14% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,344 | $222.0K | 0.02% | +295+28.1% | Added |
| David R. Rahn & Associates Inc. | 1,349 | $223.0K | 0.09% | 00.0% | Unchanged |
| Tobam | 1,353 | $223.0K | 0.01% | +1,134+517.8% | Added |
| IFG Advisors, LLC | 1,366 | $225.0K | 0.11% | −792−36.7% | Reduced |
| Magnus Financial Group LLC | 1,366 | $225.0K | 0.04% | −287−17.4% | Reduced |
| Beacon Financial Advisory LLC | 1,362 | $225.0K | 0.13% | −31−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 1,361 | $225.0K | 0.02% | +200+17.2% | Added |
| Echo45 Advisors LLC | 1,369 | $226.0K | 0.21% | −593−30.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,367 | $226.0K | 0.03% | −185−11.9% | Reduced |
| Pegasus Partners Ltd. | 1,372 | $226.0K | 0.05% | −145−9.6% | Reduced |
| Windsor Group LTD | 1,307 | $226.0K | 0.06% | −216−14.2% | Reduced |
| Waddell & Associates, LLC | 1,370 | $226.0K | 0.05% | +16+1.2% | Added |
| AlphaCore Capital LLC | 1,368 | $226.0K | 0.10% | +65+5.0% | Added |
| Eidelman Virant Capital | 1,350 | $226.0K | 0.16% | +125+10.2% | Added |
| Indiana Trust & Investment Management CO | 1,373 | $227.0K | 0.13% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,382 | $228.0K | 0.08% | −756−35.4% | Reduced |
| First National Bank Sioux Falls | 1,383 | $228.0K | 0.29% | +17+1.2% | Added |