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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 10,566 | $1.74M | 0.04% | +1,119+11.8% | Added |
| Quantinno Capital Management LP | 10,552 | $1.74M | 0.25% | +5,533+110.2% | Added |
| Grove Bank & Trust | 10,528 | $1.74M | 0.42% | −626−5.6% | Reduced |
| Old North State Wealth Management, LLC | 10,482 | $1.73M | 1.97% | +10,482 | New |
| Trust Asset Management LLC | 10,476 | $1.73M | 0.24% | +968+10.2% | Added |
| E Fund Management Co., Ltd. | 10,467 | $1.73M | 0.16% | −33−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 9,383 | $1.73M | 0.17% | +1,645+21.3% | Added |
| Duff & Phelps Investment Management Co | 10,445 | $1.72M | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,429 | $1.72M | 0.43% | +51+0.5% | Added |
| Segall Bryant & Hamill, LLC | 10,429 | $1.72M | 0.02% | +247+2.4% | Added |
| Schmidt P J Investment Management Inc | 9,737 | $1.71M | 0.37% | −2,720−21.8% | Reduced |
| Savant Capital, LLC | 10,384 | $1.71M | 0.05% | +375+3.7% | Added |
| BTG Pactual Global Asset Management Ltd | 10,369 | $1.71M | 1.56% | −714−6.4% | Reduced |
| Laffer Tengler Investments | 10,314 | $1.70M | 0.60% | +1,426+16.0% | Added |
| Insight Wealth Strategies, LLC | 10,297 | $1.70M | 0.32% | +90+0.9% | Added |
| Wahed Invest LLC | 10,247 | $1.69M | 1.04% | −837−7.6% | Reduced |
| Resources Management Corp | 10,154 | $1.68M | 0.27% | +435+4.5% | Added |
| Welch & Forbes LLC | 10,133 | $1.67M | 0.03% | −1,000−9.0% | Reduced |
| Consolidated Planning Corp | 10,117 | $1.67M | 0.52% | +10,117 | New |
| Northstar Group, Inc. | 10,118 | $1.67M | 0.48% | −702−6.5% | Reduced |
| Caliber Wealth Management, LLC | 10,041 | $1.66M | 1.29% | −626−5.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,033 | $1.66M | 0.44% | +1,694+20.3% | Added |
| Lake Street Advisors Group, LLC | 10,000 | $1.65M | 0.12% | −685−6.4% | Reduced |
| Nicolet Bankshares Inc | 9,977 | $1.65M | 0.43% | +800+8.7% | Added |
| Alterity Financial Group, LLC | 9,975 | $1.65M | 2.45% | +9,975 | New |
| Koshinski Asset Management, Inc. | 9,925 | $1.64M | 0.16% | +144+1.5% | Added |
| Intellectus Partners, LLC | 9,827 | $1.62M | 0.56% | +95+1.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,804 | $1.62M | 0.55% | +1,593+19.4% | Added |
| Modus Advisors, LLC | 9,796 | $1.62M | 0.82% | +872+9.8% | Added |
| United Bank | 9,799 | $1.62M | 1.00% | +1,948+24.8% | Added |
| L.M. Kohn & Company | 9,779 | $1.61M | 0.75% | −120−1.2% | Reduced |
| Diversified Trust Co | 9,778 | $1.61M | 0.07% | +691+7.6% | Added |
| Bradley Mark J. | 9,762 | $1.61M | 1.46% | −605−5.8% | Reduced |
| HB Wealth Management, LLC | 9,760 | $1.61M | 0.03% | +2,847+41.2% | Added |
| Sawyer & Company, Inc | 9,720 | $1.60M | 0.81% | −50−0.5% | Reduced |
| CMT Capital Markets Trading GmbH | 9,649 | $1.59M | 0.95% | +9,649 | New |
| Nations Financial Group Inc, | 9,593 | $1.58M | 0.21% | +269+2.9% | Added |
| Perfromance Wealth Partners, LLC | 9,567 | $1.58M | 0.09% | −1,150−10.7% | Reduced |
| Teza Capital Management LLC | 9,567 | $1.58M | 0.60% | +6,708+234.6% | Added |
| IMA Wealth, Inc. | 9,515 | $1.57M | 0.38% | −1,190−11.1% | Reduced |
| Mission Wealth Management, LP | 9,515 | $1.57M | 0.08% | +2,050+27.5% | Added |
| WealthShield Partners, LLC | 9,480 | $1.56M | 0.31% | −3,357−26.2% | Reduced |
| Michael B. Yongue | 9,477 | $1.56M | 1.38% | −1,336−12.4% | Reduced |
| Cito Capital Group, LLC | 9,450 | $1.56M | 0.85% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,453 | $1.56M | 0.09% | +777+9.0% | Added |
| Cohen Investment Advisors LLC | 9,453 | $1.56M | 1.34% | +370+4.1% | Added |
| Northwest & Ethical Investments L.P. | 9,439 | $1.56M | 0.06% | −2,486−20.8% | Reduced |
| Northern Oak Wealth Management Inc | 9,315 | $1.54M | 0.22% | −4,132−30.7% | Reduced |
| Wolf Group Capital Advisors | 9,305 | $1.54M | 0.80% | −493−5.0% | Reduced |
| 180 Wealth Advisors, LLC | 9,099 | $1.53M | 0.39% | +448+5.2% | Added |
| Meeder Asset Management Inc | 9,263 | $1.53M | 0.09% | +832+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 9,266 | $1.53M | 0.32% | +1,051+12.8% | Added |
| Allworth Financial LP | 9,261 | $1.53M | 0.02% | +4,839+109.4% | Added |
| EP Wealth Advisors, LLC | 9,237 | $1.52M | 0.03% | +1,778+23.8% | Added |
| Northeast Financial Consultants Inc | 9,223 | $1.52M | 0.11% | −575−5.9% | Reduced |
| Shepherd Financial Partners LLC | 9,222 | $1.52M | 0.30% | +743+8.8% | Added |
| Ronald Blue Trust, Inc. | 7,158 | $1.52M | 0.02% | +7,158 | New |
| Quantum Private Wealth, LLC | 9,164 | $1.51M | 0.89% | −10.0% | Reduced |
| VeraBank, N.A. | 9,133 | $1.51M | 0.88% | +90+1.0% | Added |
| Bank of Hawaii | 9,126 | $1.51M | 0.10% | −2,015−18.1% | Reduced |
| Cornerstone National Bank & Trust Co | 9,089 | $1.50M | 0.75% | +454+5.3% | Added |
| Moneta Group Investment Advisors LLC | 9,064 | $1.50M | 0.05% | +944+11.6% | Added |
| Baystate Wealth Management LLC | 9,061 | $1.50M | 0.15% | −2,137−19.1% | Reduced |
| Lloyd Park, LLC | 9,055 | $1.49M | 1.56% | +2,965+48.7% | Added |
| Private Trust Co NA | 9,045 | $1.49M | 0.23% | −3,480−27.8% | Reduced |
| Tiemann Investment Advisors, LLC | 9,020 | $1.49M | 0.79% | +120+1.3% | Added |
| Perpetual Investment Management Ltd | 9,018 | $1.49M | 0.22% | −3,432−27.6% | Reduced |
| Viking Fund Management LLC | 9,000 | $1.49M | 0.34% | 00.0% | Unchanged |
| Monetary Management Group Inc | 8,947 | $1.48M | 0.46% | −1,150−11.4% | Reduced |
| Freedom Day Solutions, LLC | 8,946 | $1.48M | 0.74% | −456−4.9% | Reduced |
| Ardsley Advisory Partners LP | 8,900 | $1.47M | 0.36% | +1,900+27.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,873 | $1.46M | 0.06% | −2,179−19.7% | Reduced |
| Greystone Financial Group, LLC | 8,835 | $1.46M | 0.45% | +569+6.9% | Added |
| Financial Engines Advisors L.L.C. | 8,815 | $1.45M | 0.00% | +268+3.1% | Added |
| Missouri Trust & Investment Co | 8,789 | $1.45M | 0.95% | +775+9.7% | Added |
| First Hawaiian Bank | 8,755 | $1.45M | 0.05% | −6,540−42.8% | Reduced |
| TrinityPoint Wealth, LLC | 8,654 | $1.43M | 0.32% | −315−3.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,623 | $1.42M | 0.57% | +292+3.5% | Added |
| ARS Wealth Advisors Group, LLC | 8,581 | $1.42M | 0.19% | −323−3.6% | Reduced |
| Mutual Advisors, LLC | 8,514 | $1.41M | 0.09% | −206−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 8,493 | $1.40M | 0.06% | +4,774+128.4% | Added |
| Ritholtz Wealth Management | 8,458 | $1.40M | 0.09% | +1,381+19.5% | Added |
| Graham Capital Wealth Management, LLC | 8,397 | $1.39M | 1.22% | +110+1.3% | Added |
| Krilogy Financial LLC | 8,392 | $1.39M | 0.16% | −194−2.3% | Reduced |
| Northstar Asset Management LLC | 8,382 | $1.38M | 0.43% | −862−9.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,374 | $1.38M | 0.30% | +1,015+13.8% | Added |
| Elmwood Wealth Management, Inc. | 8,336 | $1.38M | 0.79% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 8,272 | $1.36M | 0.49% | −1,164−12.3% | Reduced |
| Equitable Holdings, Inc. | 8,272 | $1.36M | 0.03% | +714+9.4% | Added |
| Coastwise Capital Group, LLC | 8,259 | $1.36M | 1.66% | −20−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,395 | $1.36M | 0.35% | −215−2.8% | Reduced |
| Charter Research & Investment Group, Inc. | 8,212 | $1.35M | 1.23% | +935+12.8% | Added |
| Asset Dedication, LLC | 8,418 | $1.35M | 0.20% | +1,301+18.3% | Added |
| Van Hulzen Asset Management, LLC | 8,184 | $1.35M | 0.16% | −14,398−63.8% | Reduced |
| MidWestOne Financial Group, Inc. | 8,120 | $1.34M | 0.33% | +1,304+19.1% | Added |
| Wrapmanager Inc | 8,093 | $1.34M | 0.42% | −564−6.5% | Reduced |
| Bailard, Inc. | 8,082 | $1.33M | 0.05% | +281+3.6% | Added |
| Capstone Triton Financial Group, LLC | 7,188 | $1.33M | 1.01% | −52−0.7% | Reduced |
| Sciencast Management LP | 7,312 | $1.33M | 0.30% | −736−9.1% | Reduced |
| Orin Green Financial, LLC | 7,689 | $1.33M | 0.83% | 00.0% | Unchanged |