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 |
|---|---|---|---|---|---|
| BFT Financial Group, LLC | 2,813 | $464.0K | 0.12% | −528−15.8% | Reduced |
| Davis R M Inc | 2,811 | $464.0K | 0.01% | −2−0.1% | Reduced |
| Advisor Resource Council | 2,823 | $466.0K | 0.04% | −2,980−51.4% | Reduced |
| DSC Advisors, L.P. | 2,823 | $466.0K | 0.47% | −463−14.1% | Reduced |
| S&CO Inc | 2,829 | $466.0K | 0.04% | +8+0.3% | Added |
| Roberts Glore & Co Inc | 2,825 | $466.0K | 0.16% | +268+10.5% | Added |
| Carret Asset Management, LLC | 2,824 | $466.0K | 0.06% | +529+23.1% | Added |
| Fieldpoint Private Securities, LLC | 2,831 | $467.0K | 0.14% | +717+33.9% | Added |
| Vista Wealth Management Group, LLC | 2,885 | $472.0K | 0.07% | +379+15.1% | Added |
| Banco BTG Pactual S.A. | 2,870 | $474.0K | 0.31% | −1,381−32.5% | Reduced |
| Pitti Group Wealth Management, LLC | 2,871 | $474.0K | 0.65% | +11+0.4% | Added |
| Washington Trust Advisors, Inc. | 2,886 | $476.0K | 0.04% | −600−17.2% | Reduced |
| DRW Securities, LLC | 2,885 | $476.0K | 0.12% | +2,885 | New |
| PDS Planning, Inc | 2,891 | $477.0K | 0.09% | +967+50.3% | Added |
| Ausdal Financial Partners, Inc. | 2,900 | $479.0K | 0.07% | −724−20.0% | Reduced |
| Addison Capital Co | 2,905 | $479.0K | 0.28% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,905 | $479.0K | 0.30% | +698+31.6% | Added |
| Gradient Investments LLC | 2,912 | $481.0K | 0.01% | +91+3.2% | Added |
| Solstein Capital, LLC | 2,921 | $482.0K | 0.37% | −7−0.2% | Reduced |
| Visionary Wealth Advisors | 2,945 | $486.0K | 0.04% | −237−7.4% | Reduced |
| V2 Financial group LLC | 2,946 | $486.2K | 0.39% | −100−3.3% | Reduced |
| Synergy Financial Group, LTD | 2,954 | $488.0K | 0.76% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,958 | $488.0K | 0.26% | +31+1.1% | Added |
| Trail Ridge Investment Advisors, LLC | 2,963 | $489.0K | 0.33% | −14−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,961 | $489.0K | 0.06% | +42+1.4% | Added |
| Inscription Capital, LLC | 2,977 | $491.0K | 0.09% | −1,442−32.6% | Reduced |
| FineMark National Bank & Trust | 2,980 | $492.0K | 0.02% | −279−8.6% | Reduced |
| Claraphi Advisory Network, LLC | 2,989 | $493.0K | 0.17% | −480−13.8% | Reduced |
| Sterling Investment Counsel, LLC | 2,994 | $494.0K | 0.38% | +657+28.1% | Added |
| Summit Global Investments | 3,002 | $495.0K | 0.04% | −2,387−44.3% | Reduced |
| Rathbone Brothers plc | 3,000 | $495.0K | 0.01% | −318−9.6% | Reduced |
| Allred Capital Management, LLC | 3,003 | $495.0K | 0.31% | −184−5.8% | Reduced |
| Sax Wealth Advisors, LLC | 3,010 | $497.0K | 0.13% | +3+0.1% | Added |
| Cooper Financial Group | 3,014 | $497.0K | 0.18% | +809+36.7% | Added |
| Encompass Wealth Advisors, LLC | 3,017 | $498.0K | 0.18% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,016 | $498.0K | 0.12% | +140+4.9% | Added |
| HighTower Trust Services, LTA | 2,969 | $498.0K | 0.08% | +751+33.9% | Added |
| Morse Asset Management, Inc | 3,025 | $499.0K | 0.16% | +1,320+77.4% | Added |
| Ellevest, Inc. | 3,039 | $502.0K | 0.05% | −590−16.3% | Reduced |
| Chemung Canal Trust Co | 3,068 | $506.0K | 0.12% | −610−16.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,708 | $506.0K | 0.20% | +795+41.6% | Added |
| Glenview Trust Co | 3,091 | $510.0K | 0.02% | −123−3.8% | Reduced |
| JB Capital LLC | 3,089 | $510.0K | 0.05% | −100−3.1% | Reduced |
| Gabelli Funds LLC | 3,095 | $511.0K | 0.00% | +95+3.2% | Added |
| Financial Advisory Service, Inc. | 3,096 | $511.0K | 0.05% | +731+30.9% | Added |
| Bremer Bank National Association | 3,103 | $512.0K | 0.10% | −565−15.4% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $516.0K | 0.48% | 00.0% | Unchanged |
| XML Financial, LLC | 3,127 | $516.0K | 0.12% | +212+7.3% | Added |
| Money Concepts Capital Corp | 3,074 | $517.0K | 0.05% | −3,249−51.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,150 | $520.0K | 0.38% | −140−4.3% | Reduced |
| InterOcean Capital Group, LLC | 3,148 | $520.0K | 0.02% | +720+29.7% | Added |
| AdvisorNet Financial, Inc | 3,166 | $523.0K | 0.05% | −96−2.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,174 | $524.0K | 0.06% | +167+5.6% | Added |
| Investors Research Corp | 3,184 | $525.0K | 0.16% | +350+12.4% | Added |
| ETF Managers Group, LLC | 3,102 | $529.0K | 0.02% | −10,654−77.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,208 | $529.0K | 0.20% | −55−1.7% | Reduced |
| Smith, Salley & Associates | 3,209 | $530.0K | 0.05% | −959−23.0% | Reduced |
| Thomas White International Ltd | 3,227 | $533.0K | 0.11% | 00.0% | Unchanged |
| Commons Capital, LLC | 3,233 | $534.0K | 0.81% | −2,928−47.5% | Reduced |
| Founders Financial Securities LLC | 3,269 | $540.0K | 0.11% | −600−15.5% | Reduced |
| Coastal Investment Advisors, Inc. | 3,214 | $541.0K | 0.13% | +202+6.7% | Added |
| Avitas Wealth Management LLC | 3,283 | $542.0K | 0.12% | −1,435−30.4% | Reduced |
| Winton Group Ltd | 3,297 | $544.0K | 0.03% | −12,874−79.6% | Reduced |
| Consilium Wealth Advisory, LLC | 3,297 | $544.0K | 0.59% | −423−11.4% | Reduced |
| LCM Capital Management Inc | 3,305 | $545.0K | 0.54% | +79+2.4% | Added |
| Carnegie Capital Asset Management, LLC | 3,307 | $546.0K | 0.02% | −174−5.0% | Reduced |
| D.B. Root & Company, LLC | 3,321 | $548.0K | 0.24% | +394+13.5% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $548.0K | 0.01% | +1,076+48.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,325 | $549.0K | 0.02% | −35,052−91.3% | Reduced |
| 55I, LLC | 3,327 | $549.0K | 0.02% | +3,327 | New |
| Hilltop Holdings Inc. | 3,336 | $551.0K | 0.07% | +35+1.1% | Added |
| Platform Technology Partners | 3,340 | $551.0K | 0.30% | +84+2.6% | Added |
| Sofos Investments, Inc. | 3,414 | $551.0K | 0.05% | +2,311+209.5% | Added |
| Mather Group, LLC. | 3,355 | $554.0K | 0.01% | −1,448−30.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,362 | $555.0K | 0.03% | +1,134+50.9% | Added |
| TSFG, LLC | 3,390 | $559.0K | 0.24% | −184−5.1% | Reduced |
| Evoke Wealth, LLC | 3,398 | $561.0K | 0.02% | −1,565−31.5% | Reduced |
| Drive Wealth Management, LLC | 3,399 | $561.0K | 0.51% | +254+8.1% | Added |
| Ropes Wealth Advisors LLC | 3,415 | $564.0K | 0.12% | +71+2.1% | Added |
| Boenning & Scattergood, Inc. | 3,421 | $565.0K | 0.11% | −146−4.1% | Reduced |
| Oder Investment Management, LLC | 3,427 | $565.0K | 0.69% | +192+5.9% | Added |
| BKD Wealth Advisors, LLC | 3,426 | $565.0K | 0.02% | +1,099+47.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,442 | $568.0K | 0.07% | −1,058−23.5% | Reduced |
| LWM Advisory Services, LLC | 3,441 | $568.0K | 0.68% | +9+0.3% | Added |
| Highland Private Wealth Management | 3,455 | $570.0K | 0.09% | +175+5.3% | Added |
| Element Pointe Advisors, LLC | 3,459 | $571.0K | 0.24% | −1,855−34.9% | Reduced |
| Amussen Hunsaker Associates LLC | 3,486 | $571.0K | 0.16% | +498+16.7% | Added |
| Mizuho Securities Co. Ltd. | 2,259 | $574.0K | 0.12% | −5,826−72.1% | Reduced |
| Smithfield Trust Co | 3,486 | $575.0K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,498 | $577.0K | 0.10% | −1,015−22.5% | Reduced |
| Roberts Capital Advisors, LLC | 3,497 | $577.0K | 0.79% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,500 | $578.0K | 0.64% | −2,425−40.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,532 | $583.0K | 0.01% | +1,338+61.0% | Added |
| First Citizens Bank & Trust Co | 3,537 | $584.0K | 0.02% | +812+29.8% | Added |
| Baxter Bros Inc | 3,544 | $585.0K | 0.10% | +413+13.2% | Added |
| VELA Investment Management, LLC | 3,552 | $586.0K | 0.34% | +3,552 | New |
| Meadow Creek Wealth Advisors LLC | 3,562 | $588.0K | 0.72% | −919−20.5% | Reduced |
| Sculati Wealth Management, LLC | 3,575 | $590.0K | 0.34% | +3,575 | New |
| Mizuho Securities USA LLC | 3,584 | $592.0K | 0.09% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,589 | $593.0K | 0.13% | +534+17.5% | Added |