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 |
|---|---|---|---|---|---|
| qPULA Trading Management LP | 1,380 | $228.0K | 0.84% | +180+15.0% | Added |
| Naples Global Advisors, LLC | 1,379 | $228.0K | 0.03% | +233+20.3% | Added |
| Activest Wealth Management | 1,384 | $228.0K | 0.16% | +292+26.7% | Added |
| McAlister, Sweet & Associates, Inc. | 1,380 | $228.0K | 0.23% | +1,380 | New |
| West Michigan Advisors, LLC | 1,387 | $229.0K | 0.20% | −22−1.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,386 | $229.0K | 0.32% | +10+0.7% | Added |
| Gilman Hill Asset Management, LLC | 1,385 | $229.0K | 0.05% | +313+29.2% | Added |
| Okabena Investment Services Inc | 1,394 | $230.0K | 0.12% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,400 | $231.0K | 0.05% | +600+75.0% | Added |
| Toth Financial Advisory Corp | 1,397 | $231.0K | 0.04% | +1,337+2,228.3% | Added |
| Nelson Capital Management, LLC | 1,403 | $232.0K | 0.06% | −24,170−94.5% | Reduced |
| Sierra Capital LLC | 1,407 | $232.0K | 0.04% | −65−4.4% | Reduced |
| Principal Street Partners, LLC | 1,407 | $232.0K | 0.06% | +1,407 | New |
| Wealth Architects, LLC | 1,410 | $233.0K | 0.05% | −127−8.3% | Reduced |
| Marino, Stram & Associates LLC | 1,412 | $233.0K | 0.08% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,419 | $234.0K | 0.14% | −261−15.5% | Reduced |
| Geneos Wealth Management Inc. | 1,396 | $234.0K | 0.01% | −272−16.3% | Reduced |
| Affinity Capital Advisors, LLC | 1,417 | $234.0K | 0.08% | −65−4.4% | Reduced |
| Cypress Capital Management LLC (WY) | 1,420 | $234.0K | 0.30% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,395 | $234.0K | 0.10% | −43−3.0% | Reduced |
| Glassman Wealth Services | 1,420 | $234.0K | 0.05% | +372+35.5% | Added |
| Mattern Wealth Management LLC | 1,424 | $235.0K | 0.09% | −300−17.4% | Reduced |
| Accurate Wealth Management, LLC | 1,350 | $235.0K | 0.13% | −138−9.3% | Reduced |
| Echo Street Capital Management LLC | 1,429 | $236.0K | 0.00% | −89,168−98.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,435 | $237.0K | 0.28% | +45+3.2% | Added |
| Bedel Financial Consulting, Inc. | 1,438 | $237.0K | 0.07% | +718+99.7% | Added |
| Vise Technologies, Inc. | 1,444 | $238.0K | 0.09% | +454+45.9% | Added |
| United Maritime Capital LLC | 1,450 | $239.0K | 2.18% | −450−23.7% | Reduced |
| Rockland Trust Co | 1,450 | $240.0K | 0.02% | −122−7.8% | Reduced |
| Kore Private Wealth LLC | 1,455 | $240.0K | 0.04% | +19+1.3% | Added |
| AllSquare Wealth Management LLC | 1,461 | $241.0K | 0.16% | +50+3.5% | Added |
| Somerset Group LLC | 1,460 | $241.0K | 0.21% | +50+3.5% | Added |
| Cedar Wealth Management, LLC | 1,464 | $242.0K | 0.11% | +68+4.9% | Added |
| Hexagon Capital Partners LLC | 1,468 | $242.0K | 0.07% | +157+12.0% | Added |
| ASB Consultores, LLC | 1,473 | $243.0K | 0.11% | −837−36.2% | Reduced |
| Convergence Investment Partners, LLC | 1,471 | $243.0K | 0.15% | −61−4.0% | Reduced |
| Lee Danner & Bass Inc | 1,471 | $243.0K | 0.02% | −18−1.2% | Reduced |
| Simon Quick Advisors, LLC | 1,280 | $243.0K | 0.03% | +588+85.0% | Added |
| Cypress Capital Management LLC | 1,470 | $243.0K | 0.04% | +1,470 | New |
| CCG Wealth Management, LLC | 1,479 | $244.0K | 0.14% | +4+0.3% | Added |
| Formidable Asset Management, LLC | 1,448 | $244.0K | 0.05% | −16−1.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,449 | $244.0K | 0.18% | +55+3.9% | Added |
| BCJ Capital Management, LLC | 1,484 | $245.0K | 0.02% | +504+51.4% | Added |
| Heritage Wealth Advisors | 1,492 | $246.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,479 | $247.0K | 0.15% | −1,216−45.1% | Reduced |
| Busey Wealth Management | 1,494 | $247.0K | 0.01% | +40+2.8% | Added |
| Ford Financial Group, LLC | 1,504 | $248.0K | 0.10% | −1−0.1% | Reduced |
| Notis-McConarty Edward | 1,500 | $248.0K | 0.10% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,500 | $248.0K | 0.06% | +1,500 | New |
| XTX Topco Ltd | 1,511 | $249.0K | 0.10% | −1,106−42.3% | Reduced |
| Mengis Capital Management, Inc. | 1,510 | $249.0K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 1,514 | $250.0K | 0.05% | −45−2.9% | Reduced |
| Grandfield & Dodd, LLC | 1,491 | $250.0K | 0.02% | +10+0.7% | Added |
| Waters Parkerson & Co., LLC | 1,522 | $251.0K | 0.02% | +566+59.2% | Added |
| NTB Financial Corp | 1,530 | $253.0K | 0.20% | +1,530 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $254.0K | 0.13% | −117−7.1% | Reduced |
| Berger Financial Group, Inc | 1,539 | $254.0K | 0.04% | +98+6.8% | Added |
| Canton Hathaway, LLC | 1,538 | $254.0K | 0.09% | +100+7.0% | Added |
| Altus Wealth Group LLC | 937 | $254.0K | 0.25% | −29−3.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,547 | $255.0K | 0.02% | −12−0.8% | Reduced |
| Blue Barn Wealth, LLC | 1,546 | $255.0K | 0.20% | +44+2.9% | Added |
| Waypoint Wealth Partners Inc. | 1,553 | $256.0K | 0.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,560 | $257.0K | 0.01% | −4,936−76.0% | Reduced |
| Powers Advisory Group, LLC | 1,555 | $257.0K | 0.20% | −20−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,559 | $257.0K | 0.09% | +19+1.2% | Added |
| SPC Financial, Inc. | 1,556 | $257.0K | 0.03% | +102+7.0% | Added |
| H. L. Ormond & Company, LLC | 1,563 | $258.0K | 0.42% | −1,215−43.7% | Reduced |
| Quad-Cities Investment Group, LLC | 1,562 | $258.0K | 0.19% | +60+4.0% | Added |
| Pathway Financial Advisors LLC | 1,570 | $259.0K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,569 | $259.0K | 0.20% | 00.0% | Unchanged |
| Well Done, LLC | 1,567 | $259.0K | 0.06% | +105+7.2% | Added |
| Pacer Advisors, Inc. | 1,581 | $261.0K | 0.00% | −72,517−97.9% | Reduced |
| Beck Bode, LLC | 1,581 | $261.0K | 0.06% | +376+31.2% | Added |
| Buffington Mohr McNeal | 1,586 | $262.0K | 0.06% | −3,612−69.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,589 | $262.0K | 0.09% | −170−9.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,601 | $264.0K | 0.15% | +97+6.4% | Added |
| Pensionmark Financial Group, LLC | 1,392 | $264.0K | 0.06% | −72−4.9% | Reduced |
| Weybosset Research & Management LLC | 1,450 | $264.0K | 0.13% | +1,450 | New |
| IFG Advisory, LLC | 1,614 | $266.0K | 0.03% | +184+12.9% | Added |
| Cardiff Park Advisors, LLC | 1,616 | $267.0K | 0.04% | −134−7.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,625 | $268.0K | 0.17% | −168−9.4% | Reduced |
| MONECO Advisors, LLC | 1,637 | $270.0K | 0.10% | +157+10.6% | Added |
| Evanson Asset Management, LLC | 1,648 | $272.0K | 0.03% | +339+25.9% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $273.0K | 0.86% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 1,663 | $274.0K | 0.11% | −941−36.1% | Reduced |
| Venturi Wealth Management, LLC | 1,672 | $276.0K | 0.02% | −485−22.5% | Reduced |
| Conway Capital Management, Inc. | 1,675 | $276.4K | 0.25% | −685−29.0% | Reduced |
| Aevitas Wealth Management, Inc. | 1,679 | $277.0K | 0.19% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,680 | $277.0K | 0.20% | +59+3.6% | Added |
| Apriem Advisors | 1,680 | $277.0K | 0.05% | +230+15.9% | Added |
| HighVista Strategies LLC | 1,676 | $277.0K | 0.17% | +1,676 | New |
| CVA Family Office, LLC | 1,691 | $279.0K | 0.08% | −448−20.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,693 | $279.0K | 0.17% | −10−0.6% | Reduced |
| Norris Financial Group, LLC | 1,693 | $279.4K | 0.22% | −5,021−74.8% | Reduced |
| Capital Performance Advisors LLP | 1,702 | $281.0K | 0.17% | +77+4.7% | Added |
| Tompkins Financial Corp | 1,706 | $281.0K | 0.05% | +292+20.7% | Added |
| Modera Wealth Management, LLC | 1,713 | $283.0K | 0.01% | −82−4.6% | Reduced |
| Austin Private Wealth, LLC | 1,713 | $283.0K | 0.06% | −14−0.8% | Reduced |
| Calton & Associates, Inc. | 1,725 | $284.0K | 0.16% | −283−14.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,720 | $284.0K | 0.04% | +150+9.6% | Added |