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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 7,998 | $1.32M | 0.04% | −761−8.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.32M | 0.53% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,954 | $1.31M | 0.13% | +604+8.2% | Added |
| Field & Main Bank | 7,943 | $1.31M | 0.84% | +483+6.5% | Added |
| Cavalier Investments, LLC | 7,927 | $1.31M | 0.46% | −319−3.9% | Reduced |
| West Branch Capital LLC | 7,899 | $1.30M | 0.75% | −43−0.5% | Reduced |
| Caz Investments LP | 7,900 | $1.30M | 4.13% | +300+3.9% | Added |
| We Are One Seven, LLC | 7,860 | $1.30M | 0.18% | −361−4.4% | Reduced |
| Intrust Bank NA | 7,834 | $1.29M | 0.19% | −662−7.8% | Reduced |
| WSFS Capital Management, LLC | 7,804 | $1.29M | 0.42% | −244−3.0% | Reduced |
| Acorn Financial Advisory Services Inc | 7,785 | $1.28M | 0.31% | −173−2.2% | Reduced |
| Regal Investment Advisors LLC | 7,775 | $1.28M | 0.13% | −10−0.1% | Reduced |
| IFP Advisors, Inc | 17,233 | $1.28M | 0.04% | −15,308−47.0% | Reduced |
| Principle Wealth Partners LLC | 7,764 | $1.28M | 0.15% | +1,007+14.9% | Added |
| Compton Wealth Advisory Group, LLC | 7,758 | $1.28M | 0.55% | −120−1.5% | Reduced |
| Exane Derivatives | 7,751 | $1.28M | 0.74% | −1,476−16.0% | Reduced |
| Edge Capital Group, LLC | 7,749 | $1.28M | 0.12% | +1,361+21.3% | Added |
| Conning Inc. | 7,742 | $1.28M | 0.04% | −49−0.6% | Reduced |
| Waycross Partners, LLC | 7,746 | $1.28M | 0.85% | +3,900+101.4% | Added |
| Amica Retiree Medical Trust | 7,744 | $1.28M | 1.45% | +3,910+102.0% | Added |
| Personal Cfo Solutions, LLC | 7,736 | $1.28M | 0.30% | +238+3.2% | Added |
| First Nebraska Trust Co | 7,730 | $1.28M | 0.17% | +5,088+192.6% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,700 | $1.27M | 2.51% | +7,700 | New |
| Laidlaw Wealth Management LLC | 7,692 | $1.27M | 0.26% | −1,003−11.5% | Reduced |
| Chickasaw Capital Management LLC | 7,689 | $1.27M | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,690 | $1.27M | 0.06% | +1,389+22.0% | Added |
| Optas, LLC | 7,634 | $1.26M | 0.52% | +1,516+24.8% | Added |
| Hudson Canyon Capital Management | 7,590 | $1.25M | 1.21% | +340+4.7% | Added |
| Regatta Capital Group, LLC | 7,584 | $1.25M | 0.60% | +33+0.4% | Added |
| Jacobi Capital Management LLC | 7,577 | $1.25M | 0.17% | +1,965+35.0% | Added |
| Nishkama Capital, LLC | 7,573 | $1.25M | 0.61% | +7,573 | New |
| Oxler Private Wealth LLC | 7,567 | $1.25M | 0.60% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7,561 | $1.25M | 0.26% | +392+5.5% | Added |
| Northstar Advisory Group, LLC | 7,540 | $1.24M | 0.92% | +7,540 | New |
| Burns J W & Co Inc | 7,498 | $1.24M | 0.23% | −975−11.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,428 | $1.23M | 0.37% | +653+9.6% | Added |
| YHB Investment Advisors, Inc. | 7,431 | $1.23M | 0.13% | +1,213+19.5% | Added |
| Avantax Planning Partners, Inc. | 7,429 | $1.23M | 0.05% | +2,194+41.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,357 | $1.22M | 0.03% | −2,163−22.7% | Reduced |
| Kayak Investment Partners LLC | 7,400 | $1.22M | 2.33% | −14,959−66.9% | Reduced |
| Desjardins Global Asset Management Inc. | 7,379 | $1.22M | 0.16% | −2,708−26.8% | Reduced |
| Stansberry Asset Management, LLC | 7,382 | $1.22M | 0.26% | −139−1.8% | Reduced |
| Davenport & Co LLC | 7,358 | $1.21M | 0.01% | −17−0.2% | Reduced |
| Eagle Asset Management Inc | 7,335 | $1.21M | 0.01% | −352−4.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 7,291 | $1.20M | 0.26% | +552+8.2% | Added |
| Segment Wealth Management, LLC | 7,277 | $1.20M | 0.15% | −2,873−28.3% | Reduced |
| Bay Rivers Group | 7,266 | $1.20M | 1.07% | −152−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 7,250 | $1.20M | 0.37% | −1,100−13.2% | Reduced |
| Bangor Savings Bank | 7,210 | $1.19M | 0.13% | +113+1.6% | Added |
| Clearline Capital LP | 7,200 | $1.19M | 0.17% | +7,200 | New |
| Boyd Watterson Asset Management LLC | 7,173 | $1.18M | 0.50% | +4,953+223.1% | Added |
| Bard Financial Services, Inc. | 7,160 | $1.18M | 0.11% | +1,250+21.2% | Added |
| Brown Brothers Harriman & Co | 7,121 | $1.18M | 0.01% | −392−5.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.17M | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 901,639 | $1.17M | 0.47% | −350.0% | Reduced |
| IHT Wealth Management, LLC | 7,065 | $1.17M | 0.10% | −1,866−20.9% | Reduced |
| Alaethes Wealth LLC | 7,064 | $1.17M | 0.86% | +566+8.7% | Added |
| Qtron Investments LLC | 7,029 | $1.16M | 0.26% | +2,623+59.5% | Added |
| Nikulski Financial, Inc. | 7,025 | $1.16M | 0.58% | −365−4.9% | Reduced |
| Rosenbaum Jay D. | 7,009 | $1.16M | 2.24% | +393+5.9% | Added |
| KG&L Capital Management,LLC | 6,990 | $1.15M | 0.62% | −5,668−44.8% | Reduced |
| Navalign, LLC | 6,994 | $1.15M | 0.50% | −761−9.8% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.15M | 0.29% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,919 | $1.14M | 0.73% | −429−5.8% | Reduced |
| ProVise Management Group, LLC | 6,912 | $1.14M | 0.12% | −1,954−22.0% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.14M | 2.80% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,685 | $1.14M | 0.14% | −76−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,892 | $1.14M | 0.13% | −90−1.3% | Reduced |
| Aldebaran Financial Inc. | 6,819 | $1.13M | 1.25% | −1,650−19.5% | Reduced |
| Abbot Financial Management, Inc. | 6,844 | $1.13M | 0.68% | +125+1.9% | Added |
| Intersect Capital LLC | 6,834 | $1.13M | 0.34% | −503−6.9% | Reduced |
| Lindbrook Capital, LLC | 6,816 | $1.13M | 0.19% | +1,029+17.8% | Added |
| Balyasny Asset Management LLC | 6,811 | $1.12M | 0.00% | +3,611+112.8% | Added |
| Keudell/Morrison Wealth Management | 6,776 | $1.12M | 0.41% | −177−2.5% | Reduced |
| Marshall Wace, LLP | 6,763 | $1.12M | 0.00% | −563,633−98.8% | Reduced |
| Ironwood Investment Management LLC | 6,761 | $1.12M | 0.75% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,738 | $1.11M | 0.50% | −922−12.0% | Reduced |
| Wade G W & Inc | 6,739 | $1.11M | 0.05% | −916−12.0% | Reduced |
| Cribstone Capital Management, LLC | 6,736 | $1.11M | 0.68% | +174+2.7% | Added |
| Harbour Investments, Inc. | 6,738 | $1.11M | 0.08% | +6,738 | New |
| Wealth Management Partners, LLC | 7,000 | $1.11M | 0.97% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,687 | $1.10M | 0.12% | +2,440+57.5% | Added |
| Eqis Capital Management, Inc. | 6,689 | $1.10M | 0.12% | +406+6.5% | Added |
| Clark Capital Management Group, Inc. | 6,680 | $1.10M | 0.01% | −445−6.2% | Reduced |
| Vigilare Wealth Management | 6,663 | $1.10M | 1.19% | −451−6.3% | Reduced |
| EPG Wealth Management LLC | 6,652 | $1.10M | 0.47% | −556−7.7% | Reduced |
| Atlas Brown,Inc. | 6,646 | $1.10M | 0.52% | +24+0.4% | Added |
| TRUE Private Wealth Advisors | 6,638 | $1.09M | 0.16% | −346−5.0% | Reduced |
| Heritage Trust Co | 6,606 | $1.09M | 0.18% | +880+15.4% | Added |
| Wealthcare Advisory Partners LLC | 6,566 | $1.08M | 0.07% | +771+13.3% | Added |
| TLWM | 6,573 | $1.08M | 0.41% | −53−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 6,552 | $1.08M | 0.07% | +3,251+98.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,539 | $1.08M | 0.14% | +6,539 | New |
| Bienville Capital Management, LLC | 6,520 | $1.08M | 0.52% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,482 | $1.07M | 0.08% | −5,992−48.0% | Reduced |
| Sonen Capital LLC | 6,481 | $1.07M | 1.53% | +2,167+50.2% | Added |
| Naviter Wealth, LLC | 6,485 | $1.07M | 0.44% | +6,485 | New |
| Mainstay Capital Management LLC | 6,461 | $1.07M | 0.25% | +599+10.2% | Added |
| King Wealth | 6,450 | $1.06M | 0.25% | −10,434−61.8% | Reduced |
| Guerra Pan Advisors, LLC | 5,789 | $1.06M | 1.32% | 00.0% | Unchanged |