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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 3,125 | $594.0K | 0.03% | +2,015+181.5% | Added |
| Kensington Investment Counsel, LLC | 3,618 | $597.0K | 0.51% | +3,618 | New |
| Ashton Thomas Private Wealth, LLC | 3,622 | $597.8K | 0.06% | −3,222−47.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,626 | $598.0K | 0.07% | +333+10.1% | Added |
| AMG National Trust Bank | 3,278 | $603.0K | 0.02% | −787−19.4% | Reduced |
| Nwam LLC | 3,516 | $604.0K | 0.06% | −876−19.9% | Reduced |
| Meridian Financial Partners LLC | 3,350 | $604.0K | 0.41% | +355+11.9% | Added |
| BerganKDV Wealth Management, LLC | 3,678 | $607.0K | 0.07% | +162+4.6% | Added |
| Centric Wealth Management | 3,683 | $608.0K | 0.22% | −675−15.5% | Reduced |
| Trust Investment Advisors | 3,681 | $608.0K | 0.58% | 00.0% | Unchanged |
| Avory & Company, LLC | 3,683 | $608.0K | 0.52% | +3,683 | New |
| One Capital Management, LLC | 3,693 | $609.0K | 0.04% | +388+11.7% | Added |
| Moloney Securities Asset Management, LLC | 3,694 | $610.0K | 0.14% | −887−19.4% | Reduced |
| Diligent Investors, LLC | 3,696 | $610.0K | 0.21% | +10+0.3% | Added |
| Valley Brook Capital Group | 3,720 | $613.0K | 0.63% | −344−8.5% | Reduced |
| First National Bank | 3,717 | $614.0K | 0.58% | +545+17.2% | Added |
| HM Payson & Co | 3,740 | $617.0K | 0.02% | −606−13.9% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,744 | $618.0K | 0.54% | +253+7.2% | Added |
| Mission Creek Capital Partners, Inc. | 3,752 | $619.0K | 0.21% | +45+1.2% | Added |
| Everhart Financial Group, Inc. | 3,754 | $620.0K | 0.38% | +2,602+225.9% | Added |
| Strengthening Families & Communities, LLC | 2,946 | $622.0K | 0.38% | +75+2.6% | Added |
| Camelot Portfolios, LLC | 3,785 | $625.0K | 0.38% | +431+12.9% | Added |
| Taylor Wealth Management Partners | 3,798 | $627.0K | 0.36% | −110−2.8% | Reduced |
| Kraematon Investment Advisors, Inc | 3,801 | $627.0K | 0.73% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,800 | $627.0K | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,814 | $629.0K | 0.07% | −485−11.3% | Reduced |
| Claro Advisors LLC | 3,810 | $629.0K | 0.25% | +483+14.5% | Added |
| Kapitalo Investimentos Ltda | 3,830 | $632.1K | 0.42% | +3,830 | New |
| Stiles Financial Services Inc | 3,841 | $634.0K | 0.38% | +225+6.2% | Added |
| Clare Market Investments LLC | 3,842 | $634.1K | 0.28% | −3,737−49.3% | Reduced |
| Capital Markets Trading UK LLP | 3,851 | $636.0K | 0.75% | +3,851 | New |
| Focus Financial Network, Inc. | 3,876 | $639.7K | 0.05% | +93+2.5% | Added |
| Capital Management Associates | 3,893 | $642.0K | 0.95% | −1,531−28.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,889 | $642.0K | 0.25% | −383−9.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,887 | $642.0K | 0.44% | −130−3.2% | Reduced |
| Paloma Partners Management Co | 3,900 | $644.0K | 0.06% | −13,172−77.2% | Reduced |
| Tectonic Advisors LLC | 3,912 | $646.0K | 0.12% | +19+0.5% | Added |
| Insight Advisors, LLC | 3,422 | $647.0K | 0.22% | −725−17.5% | Reduced |
| Trustmark National Bank Trust Department | 3,945 | $651.0K | 0.06% | −2,310−36.9% | Reduced |
| Urban Wealth Management, LLC | 3,966 | $655.0K | 2.20% | +3,966 | New |
| Castle Rock Wealth Management, LLC | 3,712 | $656.0K | 0.33% | +732+24.6% | Added |
| Glen Eagle Advisors, LLC | 3,984 | $657.5K | 0.18% | −135−3.3% | Reduced |
| Western Pacific Wealth Management, LP | 3,989 | $658.0K | 0.64% | −2−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,993 | $659.0K | 0.22% | +368+10.2% | Added |
| Mayflower Financial Advisors, LLC | 4,001 | $660.0K | 0.10% | −290−6.8% | Reduced |
| Curbstone Financial Management Corp | 4,006 | $661.0K | 0.15% | −1,250−23.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,018 | $663.0K | 0.61% | +91+2.3% | Added |
| Octavia Wealth Advisors, LLC | 4,048 | $670.0K | 0.18% | +602+17.5% | Added |
| Israel Discount Bank of New York | 4,121 | $680.0K | 0.52% | −502−10.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,138 | $683.0K | 0.75% | −91−2.2% | Reduced |
| Sage Rhino Capital LLC | 4,142 | $684.0K | 0.26% | +7+0.2% | Added |
| Eastern Bank | 4,158 | $687.0K | 0.04% | −54−1.3% | Reduced |
| Great Diamond Partners, LLC | 4,174 | $688.0K | 0.23% | +190+4.8% | Added |
| Paradigm Financial Partners, LLC | 3,902 | $689.0K | 0.21% | −2,661−40.5% | Reduced |
| Fortis Capital Management LLC | 4,201 | $693.0K | 0.69% | −17,706−80.8% | Reduced |
| GraniteShares Advisors LLC | 4,203 | $693.0K | 0.51% | −333−7.3% | Reduced |
| MUFG Americas Holdings Corp | 4,208 | $694.0K | 0.02% | +195+4.9% | Added |
| Creative Financial Designs Inc | 4,210 | $695.0K | 0.11% | +692+19.7% | Added |
| Barings LLC | 4,228 | $697.0K | 0.03% | −97−2.2% | Reduced |
| Plancorp, LLC | 4,230 | $698.0K | 0.04% | −422−9.1% | Reduced |
| Essex Savings Bank | 4,244 | $700.0K | 0.27% | −693−14.0% | Reduced |
| Jmac Enterprises LLC | 4,254 | $702.0K | 0.18% | +102+2.5% | Added |
| Occidental Asset Management, LLC | 4,263 | $704.0K | 0.21% | +90+2.2% | Added |
| Symmetry Partners, LLC | 4,287 | $708.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,290 | $708.0K | 0.06% | +237+5.8% | Added |
| Corundum Group, Inc. | 4,312 | $712.0K | 0.48% | +4,312 | New |
| Thrive Wealth Management, LLC | 4,350 | $718.0K | 0.25% | −19−0.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,364 | $720.0K | 0.25% | −435−9.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,368 | $720.0K | 0.07% | +389+9.8% | Added |
| Capital Impact Advisors, LLC | 4,365 | $720.0K | 0.67% | +1,602+58.0% | Added |
| Saturna Capital CORP | 4,432 | $731.0K | 0.02% | −212−4.6% | Reduced |
| Archford Capital Strategies, LLC | 4,441 | $733.0K | 0.18% | +1,210+37.4% | Added |
| Vista Private Wealth Partners. LLC | 4,360 | $734.0K | 0.35% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,467 | $738.0K | 0.19% | +20+0.4% | Added |
| Riverview Trust Co | 4,480 | $739.0K | 0.64% | −96−2.1% | Reduced |
| Dakota Wealth Management | 4,498 | $742.0K | 0.07% | +9+0.2% | Added |
| Versor Investments LP | 4,500 | $743.0K | 0.03% | +4,500 | New |
| GoalVest Advisory LLC | 4,323 | $744.0K | 0.47% | −3−0.1% | Reduced |
| Cipher Capital LP | 4,507 | $744.0K | 0.17% | +4,507 | New |
| Sargent Investment Group, LLC | 4,515 | $745.0K | 0.23% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,540 | $749.0K | 0.20% | −29−0.6% | Reduced |
| FLC Capital Advisors | 4,543 | $750.0K | 0.25% | +100+2.3% | Added |
| Credit Capital Investments LLC | 4,542 | $750.0K | 0.85% | +600+15.2% | Added |
| Tranquility Partners, LLC | 4,551 | $751.0K | 0.39% | +50+1.1% | Added |
| McDaniel Terry & Co | 4,600 | $759.0K | 0.09% | +6+0.1% | Added |
| RMR Wealth Builders | 4,610 | $761.0K | 0.19% | +497+12.1% | Added |
| Strategic Blueprint, LLC | 4,629 | $764.0K | 0.10% | −570−11.0% | Reduced |
| Kempen Capital Management N.V. | 4,646 | $767.0K | 0.03% | +892+23.8% | Added |
| Wolff Wiese Magana LLC | 4,650 | $768.0K | 0.56% | −332−6.7% | Reduced |
| XR Securities LLC | 4,674 | $771.0K | 0.37% | +3,603+336.4% | Added |
| High Net Worth Advisory Group LLC | 4,683 | $773.0K | 0.32% | +1,590+51.4% | Added |
| Amarillo National Bank | 4,694 | $774.0K | 0.17% | +108+2.4% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $776.0K | 0.36% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,708 | $777.0K | 0.12% | −3,803−44.7% | Reduced |
| Penserra Capital Management LLC | 4,723 | $778.0K | 0.02% | −3,681−43.8% | Reduced |
| Journey Advisory Group, LLC | 4,261 | $780.0K | 0.18% | +2,067+94.2% | Added |
| Perennial Investment Advisors, LLC | 4,720 | $781.0K | 0.31% | −438−8.5% | Reduced |
| Covenant Partners, LLC | 4,733 | $781.0K | 0.36% | +826+21.1% | Added |
| Proequities, Inc. | 4,739 | $782.0K | 0.07% | +400+9.2% | Added |
| CPWM, LLC | 4,738 | $782.0K | 0.07% | +528+12.5% | Added |