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 |
|---|---|---|---|---|---|
| HAP Trading, LLC | 13,612 | $2.25M | 0.28% | −1,018−7.0% | Reduced |
| Kovack Advisors, Inc. | 13,588 | $2.24M | 0.30% | +602+4.6% | Added |
| Resources Investment Advisors, LLC. | 13,513 | $2.23M | 0.10% | +8,042+147.0% | Added |
| Lockheed Martin Investment Management Co | 13,430 | $2.22M | 0.15% | −49,980−78.8% | Reduced |
| Dynamic Advisor Solutions LLC | 13,416 | $2.21M | 0.17% | +488+3.8% | Added |
| Pinpoint Asset Management Ltd | 13,400 | $2.21M | 0.91% | +13,400 | New |
| Legacy Private Trust Co. | 13,393 | $2.21M | 0.20% | +3,273+32.3% | Added |
| Wedmont Private Capital | 13,385 | $2.21M | 0.48% | +1,733+14.9% | Added |
| Power Corp of Canada | 13,332 | $2.20M | 0.45% | +389+3.0% | Added |
| Mountain Capital Investment Advisors, Inc | 12,379 | $2.19M | 1.09% | +1,698+15.9% | Added |
| Aspiriant, LLC | 13,189 | $2.18M | 0.11% | +831+6.7% | Added |
| B. Riley Wealth Management, Inc. | 13,187 | $2.18M | 0.20% | −1,744−11.7% | Reduced |
| Evergreen Capital Management LLC | 13,134 | $2.17M | 0.11% | −505−3.7% | Reduced |
| Fulton Bank, N.A. | 13,087 | $2.16M | 0.12% | −963−6.9% | Reduced |
| Riverview Capital Advisers, LLC | 13,075 | $2.16M | 1.19% | +8,430+181.5% | Added |
| Canandaigua National Corp | 13,029 | $2.15M | 0.38% | −79−0.6% | Reduced |
| Asset Management Corp | 13,016 | $2.15M | 1.61% | −565−4.2% | Reduced |
| SFMG, LLC | 12,973 | $2.14M | 0.25% | +629+5.1% | Added |
| Maxi Investments CY Ltd | 12,970 | $2.14M | 1.53% | +2,400+22.7% | Added |
| Martingale Asset Management L P | 12,960 | $2.14M | 0.04% | −6,753−34.3% | Reduced |
| Sowell Financial Services LLC | 12,915 | $2.13M | 0.20% | +12,915 | New |
| Cable Hill Partners, LLC | 12,898 | $2.13M | 0.53% | +405+3.2% | Added |
| Flagship Harbor Advisors, LLC | 12,855 | $2.12M | 0.24% | +2,221+20.9% | Added |
| Chicago Partners Investment Group LLC | 11,502 | $2.12M | 0.15% | +317+2.8% | Added |
| Brewin Dolphin Ltd | 12,804 | $2.11M | 0.10% | +1,263+10.9% | Added |
| Westwood Holdings Group Inc. | 12,748 | $2.10M | 0.02% | −64−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 12,745 | $2.10M | 0.15% | +7,677+151.5% | Added |
| Independence Bank of Kentucky | 12,730 | $2.10M | 0.94% | −50.0% | Reduced |
| Ameritas Investment Partners, Inc. | 12,669 | $2.09M | 0.09% | −178−1.4% | Reduced |
| Vident Investment Advisory, LLC | 12,678 | $2.09M | 0.06% | +1,220+10.6% | Added |
| Wealth Alliance | 12,601 | $2.08M | 0.40% | +5,758+84.1% | Added |
| Knuff & Co LLC | 12,565 | $2.07M | 0.93% | −1,833−12.7% | Reduced |
| Cigna Investments Inc | 12,559 | $2.07M | 0.42% | −4,427−26.1% | Reduced |
| Harrell Investment Partners, LLC | 12,558 | $2.07M | 0.85% | +692+5.8% | Added |
| Mirabella Financial Services LLP | 12,464 | $2.06M | 0.20% | −1,206−8.8% | Reduced |
| Alpha Paradigm Partners, LLC | 12,438 | $2.05M | 0.85% | +7,045+130.6% | Added |
| SeaCrest Wealth Management, LLC | 12,423 | $2.05M | 0.26% | −3,063−19.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 12,410 | $2.05M | 0.52% | −290−2.3% | Reduced |
| Hancock Whitney Corp | 12,354 | $2.04M | 0.08% | −1,309−9.6% | Reduced |
| Enterprise Bank & Trust Co | 12,279 | $2.03M | 0.92% | −1,080−8.1% | Reduced |
| Berkshire Bank | 12,267 | $2.02M | 0.59% | +350+2.9% | Added |
| Seeyond | 12,234 | $2.02M | 0.23% | −1,444−10.6% | Reduced |
| V Wealth Advisors LLC | 12,200 | $2.01M | 0.38% | −44−0.4% | Reduced |
| Glynn Capital Management LLC | 12,197 | $2.01M | 0.42% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 12,134 | $2.00M | 0.90% | +400+3.4% | Added |
| Icapital Wealth LLC | 12,071 | $1.99M | 1.27% | −1,603−11.7% | Reduced |
| Kaizen Financial Strategies | 12,040 | $1.99M | 1.97% | +122+1.0% | Added |
| Pictet Bank & Trust Ltd | 12,013 | $1.98M | 1.36% | +373+3.2% | Added |
| Pinnacle Holdings, LLC | 11,988 | $1.98M | 0.91% | +149+1.3% | Added |
| Callahan Advisors, LLC | 11,977 | $1.98M | 0.26% | −3,063−20.4% | Reduced |
| Pitcairn Co | 11,946 | $1.97M | 0.21% | −285−2.3% | Reduced |
| Walleye Capital LLC | 11,926 | $1.97M | 0.06% | +11,926 | New |
| Inverness Counsel LLC | 11,908 | $1.97M | 0.11% | −120,175−91.0% | Reduced |
| Avalon Investment & Advisory | 11,876 | $1.96M | 0.06% | −632−5.1% | Reduced |
| Merit Financial Group, LLC | 11,872 | $1.96M | 0.06% | +7,153+151.6% | Added |
| Resonate Capital, LLC | 11,860 | $1.96M | 2.17% | +1,579+15.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,854 | $1.96M | 0.17% | −2,880−19.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 11,842 | $1.95M | 0.92% | +4,743+66.8% | Added |
| GQG Partners LLC | 11,815 | $1.95M | 0.00% | +11,815 | New |
| Transatlantique Private Wealth LLC | 11,757 | $1.94M | 1.35% | +11,757 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,687 | $1.93M | 0.12% | +5,602+92.1% | Added |
| Jackson Square Capital, LLC | 11,685 | $1.93M | 0.81% | −2,169−15.7% | Reduced |
| Gyon Technologies Capital Management, LP | 11,631 | $1.92M | 0.54% | +10,569+995.2% | Added |
| Capital Analysts, LLC | 11,628 | $1.92M | 0.13% | −4,596−28.3% | Reduced |
| Townsend & Associates, Inc | 10,974 | $1.91M | 0.88% | +116+1.1% | Added |
| Slow Capital, Inc. | 11,526 | $1.90M | 0.46% | +94+0.8% | Added |
| Citizens & Northern Corp | 11,523 | $1.90M | 0.83% | +363+3.3% | Added |
| Bank Ozk | 11,526 | $1.90M | 0.96% | +1,264+12.3% | Added |
| Red Door Wealth Management, LLC | 11,521 | $1.90M | 0.70% | +1,168+11.3% | Added |
| Horizon Investments, LLC | 11,468 | $1.89M | 0.06% | −11,870−50.9% | Reduced |
| Harvest Fund Management Co., Ltd | 11,433 | $1.89M | 0.52% | −29,420−72.0% | Reduced |
| Altium Wealth Management LLC | 11,408 | $1.88M | 0.14% | +416+3.8% | Added |
| Coldstream Capital Management Inc | 11,358 | $1.87M | 0.07% | +2,586+29.5% | Added |
| Jackson Hole Capital Partners, LLC | 11,304 | $1.87M | 0.58% | +2,051+22.2% | Added |
| Lavaca Capital LLC | 10,560 | $1.86M | 0.94% | −9,264−46.7% | Reduced |
| JT Stratford LLC | 11,237 | $1.85M | 0.59% | +808+7.7% | Added |
| Signature Wealth Management Group | 11,232 | $1.85M | 0.90% | +409+3.8% | Added |
| Courier Capital LLC | 11,222 | $1.85M | 0.22% | −620−5.2% | Reduced |
| Herbst Group, LLC | 11,005 | $1.85M | 1.46% | +200+1.9% | Added |
| IMC-Chicago, LLC | 11,205 | $1.85M | 0.18% | −1,445−11.4% | Reduced |
| Canal Capital Management, LLC | 11,194 | $1.85M | 0.55% | +11,194 | New |
| FinTrust Capital Advisors, LLC | 10,113 | $1.84M | 0.46% | −2,181−17.7% | Reduced |
| Grandview Asset Management LLC | 11,173 | $1.84M | 1.03% | −64−0.6% | Reduced |
| Sunbelt Securities, Inc. | 11,136 | $1.84M | 0.39% | +1,482+15.4% | Added |
| Executive Wealth Management, LLC | 11,128 | $1.84M | 0.25% | −12,742−53.4% | Reduced |
| GPM Growth Investors, Inc. | 11,096 | $1.83M | 1.19% | +94+0.9% | Added |
| Finer Wealth Management, Inc. | 11,067 | $1.83M | 1.67% | +419+3.9% | Added |
| Prelude Capital Management, LLC | 11,037 | $1.82M | 0.09% | +2,827+34.4% | Added |
| Country Club Bank | 10,565 | $1.80M | 0.17% | +3,722+54.4% | Added |
| CenterStar Asset Management, LLC | – | $1.80M | 1.96% | – | – |
| Ballentine Partners, LLC | 10,846 | $1.79M | 0.06% | +283+2.7% | Added |
| Triangle Securities Wealth Management | 10,818 | $1.78M | 0.70% | +370+3.5% | Added |
| Gs Investments, Inc. | 9,656 | $1.77M | 1.02% | +192+2.0% | Added |
| Institute for Wealth Management, LLC. | 10,723 | $1.77M | 0.35% | +242+2.3% | Added |
| Laurel Wealth Advisors, Inc. | 10,723 | $1.77M | 0.18% | −531−4.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,707 | $1.77M | 1.43% | −155−1.4% | Reduced |
| Karani Asset Management LLC | 10,701 | $1.77M | 1.63% | +4,122+62.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 10,640 | $1.76M | 0.39% | +615+6.1% | Added |
| Boltwood Capital Management | 10,612 | $1.75M | 0.76% | −300−2.7% | Reduced |
| Bell Bank | 10,571 | $1.75M | 0.21% | +1,466+16.1% | Added |