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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 1,726 | $285.0K | 0.02% | −185−9.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,732 | $286.0K | 0.06% | −486−21.9% | Reduced |
| Gill Capital Partners, LLC | 1,348 | $286.0K | 0.13% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,746 | $287.0K | 0.08% | +117+7.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,755 | $290.0K | 0.05% | −1,074−38.0% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $290.0K | 0.54% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,756 | $290.0K | 0.12% | +10+0.6% | Added |
| Lebenthal Global Advisors, LLC | 1,761 | $290.0K | 0.14% | +345+24.4% | Added |
| Pinnacle Bancorp, Inc. | 1,763 | $291.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,769 | $292.0K | 0.26% | +48+2.8% | Added |
| Prentice Wealth Management LLC | 1,770 | $292.0K | 0.30% | +1,770 | New |
| Wolverine Asset Management LLC | 1,781 | $293.0K | 0.00% | −100−5.3% | Reduced |
| DeDora Capital, Inc. | 1,773 | $293.0K | 0.15% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,773 | $293.0K | 0.11% | +175+11.0% | Added |
| Private Portfolio Partners LLC | 1,779 | $293.6K | 0.08% | −53−2.9% | Reduced |
| Silver Oak Securities, Inc | 1,614 | $294.0K | 0.07% | −44−2.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,789 | $295.0K | 0.05% | −603−25.2% | Reduced |
| Reuter James Wealth Management, LLC | 1,793 | $296.0K | 0.18% | −297−14.2% | Reduced |
| Great Lakes Advisors, LLC | 1,792 | $296.0K | 0.01% | −98−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,791 | $296.0K | 0.00% | −65−3.5% | Reduced |
| Heritage Wealth Management, LLC | 1,799 | $296.9K | 0.10% | −144−7.4% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $297.0K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,799 | $297.0K | 0.05% | +87+5.1% | Added |
| True North Advisors, LLC | 1,803 | $297.0K | 0.09% | +122+7.3% | Added |
| ICA Group Wealth Management, LLC | 1,622 | $298.0K | 0.06% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 1,816 | $299.0K | 0.13% | −1,970−52.0% | Reduced |
| Sender Co & Partners, Inc. | 1,822 | $301.0K | 2.55% | −10,196−84.8% | Reduced |
| Synergy Financial Management, LLC | 1,824 | $301.0K | 0.08% | −2,251−55.2% | Reduced |
| Bridgefront Capital, LLC | 1,822 | $301.0K | 0.33% | +1,822 | New |
| Two Sigma Securities, LLC | 1,829 | $302.0K | 0.05% | −22,006−92.3% | Reduced |
| Ancora Advisors, LLC | 1,831 | $302.0K | 0.01% | −72−3.8% | Reduced |
| Gsa Capital Partners LLP | 1,850 | $305.0K | 0.05% | +157+9.3% | Added |
| WMS Partners, LLC | 1,851 | $305.0K | 0.05% | +259+16.3% | Added |
| Econ Financial Services Corp | 1,861 | $307.0K | 0.25% | +1,840+8,761.9% | Added |
| Traynor Capital Management, Inc. | 1,868 | $308.0K | 0.05% | +359+23.8% | Added |
| Angeles Investment Advisors, LLC | 1,870 | $309.0K | 0.03% | +715+61.9% | Added |
| Doliver Advisors, LP | 1,885 | $311.0K | 0.11% | −334−15.1% | Reduced |
| Patron Partners Advisors, LLC | 1,884 | $311.0K | 0.25% | −33−1.7% | Reduced |
| Sargent Bickham Lagudis LLC | 1,882 | $311.0K | 0.03% | +273+17.0% | Added |
| First Capital Advisors Group, LLC. | 1,887 | $311.0K | 0.21% | +1,887 | New |
| Silverlake Wealth Management LLC | 1,886 | $311.3K | 0.20% | +18+1.0% | Added |
| New World Advisors LLC | 1,910 | $313.0K | 0.17% | +130+7.3% | Added |
| Evermay Wealth Management LLC | 1,904 | $314.0K | 0.06% | +154+8.8% | Added |
| Machina Capital S.A.S. | 1,900 | $314.0K | 0.71% | +1,900 | New |
| Am Investment Strategies LLC | 1,909 | $315.0K | 0.11% | −360−15.9% | Reduced |
| Proficio Capital Partners LLC | 1,911 | $315.0K | 0.06% | −18−0.9% | Reduced |
| Vantage Consulting Group Inc | 1,911 | $315.0K | 0.18% | +267+16.2% | Added |
| Syntax Advisors, LLC | 1,911 | $315.0K | 0.26% | +267+16.2% | Added |
| Ategra Capital Management, LLC | 1,914 | $315.9K | 0.17% | +808+73.1% | Added |
| Future Fund LLC | 1,914 | $316.0K | 0.72% | +78+4.2% | Added |
| Hyperion Capital Advisors LP | 1,934 | $319.0K | 0.15% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,808 | $319.0K | 0.32% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,950 | $322.0K | 0.09% | −2,649−57.6% | Reduced |
| Aire Advisors, LLC | 1,952 | $322.0K | 0.11% | −229−10.5% | Reduced |
| Staley Capital Advisers Inc | 1,950 | $322.0K | 0.02% | +1,950 | New |
| Hemenway Trust Co LLC | 1,960 | $323.0K | 0.04% | −71−3.5% | Reduced |
| Chiron Capital Management, LLC | 1,957 | $323.0K | 0.20% | +400+25.7% | Added |
| Twin Focus Capital Partners, LLC | 1,964 | $324.0K | 0.07% | +296+17.7% | Added |
| Csenge Advisory Group | 1,982 | $327.0K | 0.03% | −1,292−39.5% | Reduced |
| WNY Asset Management, LLC | 1,984 | $327.0K | 0.11% | −94−4.5% | Reduced |
| Old Mission Capital LLC | 1,981 | $327.0K | 0.01% | +1,981 | New |
| Childress Capital Advisors, LLC | 1,986 | $328.0K | 0.13% | −354−15.1% | Reduced |
| Peterson Wealth Services | 1,993 | $329.0K | 0.24% | −6,853−77.5% | Reduced |
| Wealth Management Associates, Inc. | 1,994 | $329.1K | 0.22% | −1,951−49.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,000 | $330.0K | 0.32% | −2,330−53.8% | Reduced |
| Parthenon LLC | 2,000 | $330.0K | 0.06% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $330.0K | 0.06% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,997 | $330.0K | 0.30% | +65+3.4% | Added |
| Highview Capital Management LLC | 2,006 | $331.0K | 0.25% | −1,611−44.5% | Reduced |
| Interchange Capital Partners, LLC | 2,009 | $331.0K | 0.37% | +286+16.6% | Added |
| Evolution Wealth Advisors, LLC | 1,968 | $334.0K | 0.08% | −98−4.7% | Reduced |
| WealthBridge Capital Management, LLC | 2,022 | $334.0K | 0.14% | −3−0.1% | Reduced |
| Janney Capital Management LLC | 2,024 | $334.0K | 0.03% | +542+36.6% | Added |
| Global Trust Asset Management, LLC | 2,034 | $336.0K | 0.17% | −1,301−39.0% | Reduced |
| First Manhattan Co | 2,040 | $336.0K | 0.00% | −20−1.0% | Reduced |
| Parsec Financial Management, Inc. | 2,041 | $337.0K | 0.02% | −110−5.1% | Reduced |
| Eads & Heald Wealth Management | 2,046 | $338.0K | 0.18% | −825−28.7% | Reduced |
| James Hambro & Partners | 2,050 | $338.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,050 | $338.0K | 0.24% | +124+6.4% | Added |
| WBH Advisory Inc | 1,945 | $339.0K | 0.05% | +583+42.8% | Added |
| Kavar Capital Partners Group, LLC | 2,063 | $340.0K | 0.08% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 1,954 | $340.0K | 0.06% | −182−8.5% | Reduced |
| Studio Investment Management LLC | 2,059 | $340.0K | 0.12% | +2,059 | New |
| Peregrine Asset Advisers, Inc. | 2,064 | $341.0K | 0.25% | +2,064 | New |
| Reynders McVeigh Capital Management, LLC | 2,074 | $342.0K | 0.03% | −179−7.9% | Reduced |
| Associated Banc-Corp | 2,091 | $345.0K | 0.02% | −310−12.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,848 | $345.0K | 0.15% | +368+24.9% | Added |
| 17 Capital Partners, LLC | 2,100 | $347.0K | 0.44% | −1,240−37.1% | Reduced |
| Crewe Advisors LLC | 2,109 | $348.0K | 0.08% | +508+31.7% | Added |
| Minot Wealth Management LLC | 2,117 | $349.0K | 0.09% | −862−28.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,115 | $349.0K | 0.17% | −682−24.4% | Reduced |
| Tradition Wealth Management, LLC | 2,113 | $349.0K | 0.05% | −206−8.9% | Reduced |
| Keel Point, LLC | 1,848 | $349.0K | 0.05% | −31−1.6% | Reduced |
| McDonald Partners LLC | 2,119 | $350.0K | 0.09% | −4−0.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,139 | $353.0K | 0.09% | −39−1.8% | Reduced |
| Redwood Financial Network Corp | 2,150 | $355.0K | 0.39% | −30−1.4% | Reduced |
| Lion Street Advisors, LLC | 1,193 | $355.0K | 0.19% | −46−3.7% | Reduced |
| Truvestments Capital LLC | 2,163 | $357.0K | 0.21% | −55−2.5% | Reduced |
| David Loasby | 2,020 | $357.0K | 0.05% | +479+31.1% | Added |
| Appleton Partners Inc | 2,171 | $358.0K | 0.03% | −86−3.8% | Reduced |