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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 2,183 | $360.0K | 0.06% | −5,927−73.1% | Reduced |
| Essex LLC | 2,190 | $361.0K | 0.11% | −151−6.5% | Reduced |
| Global Retirement Partners, LLC | 2,185 | $361.0K | 0.03% | +104+5.0% | Added |
| Colonial River Wealth Management, LLC | 2,202 | $363.0K | 0.24% | −937−29.9% | Reduced |
| Eudaimonia Partners, LLC | 2,201 | $363.0K | 0.07% | −167−7.1% | Reduced |
| Montag A & Associates Inc | 2,204 | $364.0K | 0.02% | −1,120−33.7% | Reduced |
| Meridian Investment Counsel Inc. | 2,223 | $367.0K | 0.15% | −150−6.3% | Reduced |
| Baldwin Brothers Inc | 2,222 | $367.0K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,224 | $367.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,231 | $368.0K | 0.11% | −164−6.8% | Reduced |
| Greenwich Wealth Management LLC | 2,230 | $368.0K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,233 | $369.0K | 0.25% | −31−1.4% | Reduced |
| Delta Investment Management, LLC | 2,240 | $370.0K | 0.17% | −3,253−59.2% | Reduced |
| Accel Wealth Management | 2,215 | $371.0K | 0.21% | −71−3.1% | Reduced |
| Boston Trust Walden Corp | 2,251 | $372.0K | 0.00% | +534+31.1% | Added |
| Valley National Advisers Inc | 2,111 | $373.0K | 0.08% | +494+30.6% | Added |
| Capital Asset Advisory Services LLC | 2,274 | $375.0K | 0.04% | −503−18.1% | Reduced |
| Keystone Financial Group | 2,273 | $375.0K | 0.07% | −295−11.5% | Reduced |
| Cim Investment Mangement Inc | 2,272 | $375.0K | 0.16% | −14−0.6% | Reduced |
| Hengehold Capital Management LLC | 2,273 | $375.0K | 0.05% | +50+2.2% | Added |
| Seaport Global Advisors, LLC | 2,293 | $378.0K | 1.41% | +1,450+172.0% | Added |
| First Financial Corp | 2,305 | $380.0K | 0.25% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,304 | $380.0K | 0.14% | +5+0.2% | Added |
| Cross Staff Investments Inc | 2,300 | $380.0K | 0.42% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,304 | $380.0K | 0.12% | +200+9.5% | Added |
| HBK Sorce Advisory LLC | 2,331 | $385.0K | 0.03% | −2,163−48.1% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,334 | $385.0K | 0.53% | +15+0.6% | Added |
| Winthrop Advisory Group LLC | 2,346 | $387.0K | 0.09% | +540+29.9% | Added |
| Ssi Investment Management LLC | 2,345 | $388.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,354 | $389.0K | 0.16% | −164−6.5% | Reduced |
| Blue Fin Capital, Inc. | 2,362 | $389.0K | 0.14% | +205+9.5% | Added |
| Concord Wealth Partners | 2,368 | $391.0K | 0.11% | +484+25.7% | Added |
| Anchor Investment Management, LLC | 2,370 | $391.1K | 0.06% | +192+8.8% | Added |
| TCWP LLC | 2,384 | $393.0K | 0.08% | −626−20.8% | Reduced |
| Marcum Wealth, LLC | 2,384 | $393.0K | 0.06% | +162+7.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,383 | $393.0K | 0.16% | +685+40.3% | Added |
| Harvey Capital Management Inc | 2,400 | $396.0K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,401 | $396.0K | 0.10% | +117+5.1% | Added |
| Jeppson Wealth Management, LLC | 2,397 | $396.0K | 0.17% | +279+13.2% | Added |
| Garner Asset Management Corp | 2,404 | $397.0K | 0.17% | +365+17.9% | Added |
| Sutton Wealth Advisors Inc. | 2,425 | $400.2K | 0.16% | +68+2.9% | Added |
| Secure Asset Management, LLC | 2,436 | $402.0K | 0.22% | +405+19.9% | Added |
| Revolve Wealth Partners, LLC | 2,441 | $403.0K | 0.13% | +142+6.2% | Added |
| BOK Financial Private Wealth, Inc. | 2,458 | $406.0K | 0.04% | −3,475−58.6% | Reduced |
| Stonnington Group, LLC | 2,303 | $407.0K | 0.11% | −4,978−68.4% | Reduced |
| Parkside Financial Bank & Trust | 2,477 | $408.0K | 0.12% | +196+8.6% | Added |
| Strategic Wealth Partners, Ltd. | 2,496 | $412.0K | 0.09% | −272−9.8% | Reduced |
| IvyRock Asset Management (HK) Ltd | 2,500 | $413.0K | 0.26% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,502 | $413.0K | 0.17% | +305+13.9% | Added |
| Lake Street Financial LLC | 2,512 | $415.0K | 0.09% | −1,100−30.5% | Reduced |
| David J Yvars Group | 2,465 | $415.0K | 0.56% | +65+2.7% | Added |
| Key Financial Inc | 2,481 | $417.0K | 0.23% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,525 | $417.0K | 0.08% | +498+24.6% | Added |
| Walkner Condon Financial Advisors LLC | 2,534 | $418.0K | 0.13% | +282+12.5% | Added |
| Valmark Advisers, Inc. | 2,542 | $420.0K | 0.01% | +15+0.6% | Added |
| IVC Wealth Advisors LLC | 2,553 | $421.0K | 0.33% | +315+14.1% | Added |
| Hill Island Financial LLC | 2,558 | $422.0K | 0.19% | +953+59.4% | Added |
| CSS LLC | 2,554 | $422.0K | 0.02% | +2,554 | New |
| Saiph Capital, LLC | 2,557 | $422.0K | 0.33% | −249−8.9% | Reduced |
| M&G Investment Management Ltd | 2,562 | $423.0K | 0.00% | +164+6.8% | Added |
| Fulcrum Capital LLC | 2,573 | $425.0K | 0.13% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 2,495 | $426.0K | 0.01% | +2,495 | New |
| Brown Advisory Securities, LLC | 2,582 | $427.0K | 0.40% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,590 | $427.0K | 0.27% | +22+0.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,588 | $427.0K | 0.55% | +141+5.8% | Added |
| Citizens National Bank Trust Department | 2,590 | $427.0K | 0.12% | +310+13.6% | Added |
| Hodges Capital Management Inc. | 2,600 | $429.0K | 0.04% | +200+8.3% | Added |
| Stonebridge Financial Planning Group, LLC | 2,609 | $431.0K | 0.29% | −383−12.8% | Reduced |
| Sonora Investment Management Group, LLC | 2,626 | $433.0K | 0.04% | −89−3.3% | Reduced |
| Resurgent Financial Advisors LLC | 2,623 | $433.0K | 0.29% | −16−0.6% | Reduced |
| Bellecapital International Ltd. | 2,621 | $433.0K | 0.12% | +272+11.6% | Added |
| Tolleson Wealth Management, Inc. | 2,629 | $434.0K | 0.12% | −1,101−29.5% | Reduced |
| Park National Corp | 2,628 | $434.0K | 0.02% | −35−1.3% | Reduced |
| Harfst & Associates, Inc. | 2,639 | $435.0K | 0.12% | −1,834−41.0% | Reduced |
| Redwood Investments, LLC | 2,643 | $436.0K | 0.05% | −115−4.2% | Reduced |
| Sunflower Bank, N.A. | 2,657 | $438.0K | 0.09% | −144−5.1% | Reduced |
| Prudent Man Advisors, LLC | 2,658 | $439.0K | 0.20% | −35−1.3% | Reduced |
| Advisors Capital Management, LLC | 2,663 | $440.0K | 0.01% | −606−18.5% | Reduced |
| Ascension Asset Management LLC | 2,670 | $441.0K | 0.33% | +2,670 | New |
| Benchmark Investment Advisors LLC | 2,680 | $442.0K | 0.46% | −514−16.1% | Reduced |
| Capitolis Advisors LLC | 2,683 | $443.0K | 0.02% | −1,080−28.7% | Reduced |
| Quantitative Investment Management, LLC | 2,688 | $443.0K | 0.07% | +2,688 | New |
| Magnolia Capital Advisors LLC | 2,692 | $444.0K | 0.40% | −1,605−37.4% | Reduced |
| Sonata Capital Group Inc | 2,707 | $447.0K | 0.23% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,715 | $448.0K | 0.26% | −1,753−39.2% | Reduced |
| Financial Advisory Corp | 2,722 | $449.0K | 0.30% | +363+15.4% | Added |
| Legacy Financial Advisors, Inc. | 2,721 | $449.0K | 0.11% | +907+50.0% | Added |
| Copperwynd Financial, LLC | 2,728 | $450.0K | 0.26% | −321−10.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,725 | $450.0K | 0.04% | +138+5.3% | Added |
| Stratos Wealth Advisors, LLC | 2,744 | $453.0K | 0.04% | +211+8.3% | Added |
| FirstPurpose Wealth LLC | 2,744 | $453.0K | 0.30% | +226+9.0% | Added |
| Geller Advisors LLC | 2,752 | $454.0K | 0.09% | +54+2.0% | Added |
| Delta Financial Advisors LLC | 2,775 | $458.0K | 0.23% | +455+19.6% | Added |
| Adviser Investments LLC | 2,779 | $459.0K | 0.03% | +550+24.7% | Added |
| Boston Financial Mangement LLC | 2,788 | $460.0K | 0.02% | +843+43.3% | Added |
| Empowered Funds, LLC | 2,786 | $460.0K | 0.06% | +2,786 | New |
| Vienna Asset Management LLC | 2,794 | $461.0K | 1.70% | −16,188−85.3% | Reduced |
| Lumature Wealth Partners, LLC | 2,794 | $461.0K | 0.21% | −1,022−26.8% | Reduced |
| Bowman & Co S.C. | 2,796 | $461.0K | 0.40% | +130+4.9% | Added |
| Capricorn Fund Managers Ltd | 2,800 | $462.0K | 0.08% | +2,800 | New |