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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 4,744 | $783.0K | 0.29% | +2,372+100.0% | Added |
| Wintrust Investments LLC | 4,753 | $784.0K | 0.09% | +165+3.6% | Added |
| Ayrshire Capital Management LLC | 4,787 | $790.0K | 0.56% | −528−9.9% | Reduced |
| Gryphon Financial Partners LLC | 4,790 | $791.0K | 0.19% | +211+4.6% | Added |
| Western Wealth Management, LLC | 4,842 | $793.0K | 0.05% | −4,492−48.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,815 | $795.0K | 0.02% | +436+10.0% | Added |
| Brown Capital Management LLC | 4,827 | $797.0K | 0.01% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,838 | $798.0K | 0.56% | −547−10.2% | Reduced |
| Legacy Bridge, LLC | 4,849 | $800.0K | 0.59% | −30−0.6% | Reduced |
| Compton Capital Management Inc | 4,885 | $806.0K | 0.44% | −2,725−35.8% | Reduced |
| GFG Capital, LLC | 4,882 | $806.0K | 0.25% | −906−15.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,891 | $807.2K | 0.45% | +133+2.8% | Added |
| AlphaStar Capital Management, LLC | 4,919 | $812.0K | 0.08% | +433+9.7% | Added |
| Lineweaver Wealth Advisors, LLC | 4,936 | $814.0K | 0.27% | −107−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,952 | $817.0K | 0.07% | −478−8.8% | Reduced |
| Shorepoint Capital Partners LLC | 4,965 | $819.0K | 0.35% | −238−4.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,969 | $820.0K | 0.24% | +1,559+45.7% | Added |
| First United Bank Trust | 4,978 | $822.0K | 0.38% | −234−4.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,991 | $824.0K | 0.60% | −122−2.4% | Reduced |
| Zenyatta Capital Management LP | 5,000 | $825.0K | 0.63% | −5,000−50.0% | Reduced |
| Lynch Asset Management, Inc. | 5,000 | $825.0K | 0.67% | +2,000+66.7% | Added |
| Alight Capital Management LP | 5,000 | $825.0K | 0.92% | +5,000 | New |
| Intrua Financial, LLC | 5,008 | $827.0K | 0.18% | −711−12.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,019 | $828.0K | 0.27% | −482−8.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,004 | $832.0K | 0.59% | +123+2.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,047 | $833.0K | 1.28% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,060 | $835.0K | 0.28% | +5,060 | New |
| Ycg, LLC | 5,076 | $838.0K | 0.09% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,082 | $839.0K | 0.45% | +200+4.1% | Added |
| M Holdings Securities, Inc. | 5,089 | $840.0K | 0.09% | +37+0.7% | Added |
| Seven Springs Wealth Group, LLC | 5,091 | $840.0K | 0.42% | +5,091 | New |
| Bond & Devick Financial Network, Inc. | 5,094 | $841.0K | 0.74% | +106+2.1% | Added |
| Lumina Fund Management LLC | 5,100 | $842.0K | 0.42% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 5,113 | $844.0K | 0.22% | +225+4.6% | Added |
| Sky Investment Group LLC | 5,131 | $847.0K | 0.20% | −20−0.4% | Reduced |
| Argent Advisors, Inc. | 5,134 | $847.0K | 0.48% | +392+8.3% | Added |
| Central Bank & Trust Co | 5,139 | $848.0K | 0.17% | −654−11.3% | Reduced |
| Jump Financial, LLC | 5,151 | $850.0K | 0.04% | +2,698+110.0% | Added |
| 1776 Wealth LLC | 5,162 | $852.0K | 0.60% | +1,100+27.1% | Added |
| Tiedemann Advisors, LLC | 5,188 | $856.0K | 0.06% | −167−3.1% | Reduced |
| Ascent Group, LLC | 4,665 | $858.0K | 0.10% | +677+17.0% | Added |
| Next Century Growth Investors LLC | 5,205 | $859.0K | 0.11% | +17+0.3% | Added |
| Headinvest, LLC | 5,214 | $861.0K | 0.19% | +261+5.3% | Added |
| George Kaiser Family Foundation | 5,225 | $862.0K | 0.15% | +5,225 | New |
| 1st Source Bank | 5,229 | $863.0K | 0.06% | −142−2.6% | Reduced |
| New Century Advisors, LLC | 5,240 | $865.0K | 0.98% | 00.0% | Unchanged |
| Congress Park Capital LLC | 5,250 | $866.0K | 0.56% | +475+9.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,257 | $868.0K | 0.05% | +49+0.9% | Added |
| Fortitude Advisory Group L.L.C. | 5,298 | $874.0K | 0.82% | −137−2.5% | Reduced |
| Redmont Wealth Advisors LLC | 5,300 | $875.0K | 1.07% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 5,345 | $882.0K | 0.52% | −5,000−48.3% | Reduced |
| Guardian Capital Advisors LP | 5,492 | $884.0K | 0.10% | −5,641−50.7% | Reduced |
| Stokes Family Office, LLC | 5,363 | $885.0K | 0.12% | +62+1.2% | Added |
| CenterBook Partners LP | 5,362 | $885.0K | 0.19% | +3,060+132.9% | Added |
| KRS Capital Management, LLC | 5,373 | $886.0K | 1.26% | 00.0% | Unchanged |
| Balentine LLC | 5,379 | $888.0K | 0.03% | −3,971−42.5% | Reduced |
| Landscape Capital Management, L.L.C. | 5,380 | $888.0K | 0.12% | −619−10.3% | Reduced |
| Congress Wealth Management LLC | 5,380 | $888.0K | 0.02% | −343−6.0% | Reduced |
| Arden Trust Co | 5,397 | $890.0K | 0.20% | −1,300−19.4% | Reduced |
| Gamco Investors, Inc. Et Al | 5,394 | $890.0K | 0.01% | +433+8.7% | Added |
| StoneX Group Inc. | 5,468 | $902.4K | 0.11% | +63+1.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,472 | $903.0K | 0.89% | +12+0.2% | Added |
| Midwest Professional Planners, LTD. | 5,517 | $910.0K | 0.51% | +324+6.2% | Added |
| 9258 Wealth Management, LLC | 5,522 | $911.0K | 0.23% | +1,006+22.3% | Added |
| Tilia Fiduciary Partners, Inc. | 5,492 | $913.0K | 0.87% | +244+4.6% | Added |
| Orion Capital Management LLC | 5,539 | $914.0K | 0.71% | −500−8.3% | Reduced |
| Garrett Investment Advisors LLC | 5,552 | $916.0K | 0.26% | +1,142+25.9% | Added |
| Compass Financial Advisors LLC | 5,556 | $917.0K | 1.25% | +117+2.2% | Added |
| Renasant Bank | 5,563 | $918.0K | 0.75% | +2,456+79.0% | Added |
| Aigen Investment Management, LP | 5,567 | $919.0K | 0.15% | +5,567 | New |
| BigSur Wealth Management LLC | 5,600 | $924.0K | 0.44% | 00.0% | Unchanged |
| First Pacific Financial | 5,614 | $926.0K | 0.43% | +2,215+65.2% | Added |
| Citizens Financial Group Inc | 5,609 | $926.0K | 0.04% | +2,280+68.5% | Added |
| World Equity Group, Inc. | 5,622 | $927.9K | 0.23% | +36+0.6% | Added |
| Credential Qtrade Securities Inc. | 5,640 | $930.8K | 0.07% | +3,412+153.1% | Added |
| Rehmann Capital Advisory Group | 5,684 | $938.1K | 0.10% | +196+3.6% | Added |
| Norway Savings Bank | 5,702 | $941.0K | 0.49% | +120+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,732 | $946.0K | 0.06% | −158−2.7% | Reduced |
| Golden Green, Inc. | 5,734 | $946.0K | 1.00% | +4,239+283.5% | Added |
| Charter Oak Capital Management, LLC | 5,744 | $948.0K | 0.13% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,754 | $950.0K | 0.42% | +35+0.6% | Added |
| EPIQ Capital Group, LLC | 5,793 | $956.0K | 0.40% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,966 | $960.8K | 0.20% | −52,651−89.8% | Reduced |
| Alta Wealth Advisors LLC | 5,816 | $963.0K | 0.67% | −81−1.4% | Reduced |
| Sanders Morris Harris LLC | 5,761 | $968.0K | 0.21% | 00.0% | Unchanged |
| Dearborn Partners LLC | 5,871 | $969.0K | 0.04% | +50+0.9% | Added |
| Donaldson Capital Management, LLC | 5,885 | $971.0K | 0.05% | −1,145−16.3% | Reduced |
| Intact Investment Management Inc. | 5,900 | $974.0K | 0.03% | −600−9.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,926 | $978.0K | 0.38% | −117−1.9% | Reduced |
| Quadrant Capital Group LLC | 5,950 | $978.0K | 0.13% | +1,139+23.7% | Added |
| NVWM, LLC | 5,915 | $980.0K | 0.38% | −308−4.9% | Reduced |
| Barden Capital Management, Inc. | 5,923 | $981.0K | 1.06% | +545+10.1% | Added |
| Clear Harbor Asset Management, LLC | 5,954 | $983.0K | 0.13% | −274−4.4% | Reduced |
| Prana Capital Management, LP | 5,955 | $983.0K | 0.07% | +5,955 | New |
| Ameritas Advisory Services, LLC | 5,981 | $987.0K | 0.06% | −35−0.6% | Reduced |
| Concentric Capital Strategies, LP | 6,000 | $990.0K | 0.81% | +6,000 | New |
| Graypoint LLC | 6,030 | $995.0K | 0.13% | +763+14.5% | Added |
| Parcion Private Wealth LLC | 5,489 | $1.00M | 0.10% | −795−12.7% | Reduced |
| Redmond Asset Management, LLC | 6,064 | $1.00M | 0.36% | +487+8.7% | Added |
| Integrated Advisors Network LLC | 6,070 | $1.00M | 0.07% | +1,055+21.0% | Added |