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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 6,452 | $1.06M | 0.19% | +1,760+37.5% | Added |
| Columbia Trust Co 01012016 | 6,433 | $1.06M | 0.57% | +60+0.9% | Added |
| WP Advisors, LLC | 6,431 | $1.06M | 0.46% | +2,948+84.6% | Added |
| M&R Capital Management Inc | 6,427 | $1.06M | 0.28% | −156−2.4% | Reduced |
| Stamos Capital Partners, L.P. | 6,420 | $1.06M | 0.32% | +2,410+60.1% | Added |
| Birinyi Associates Inc | 6,415 | $1.06M | 0.48% | −1,250−16.3% | Reduced |
| BSW Wealth Partners | 6,413 | $1.06M | 0.25% | +577+9.9% | Added |
| NorthRock Partners, LLC | 6,411 | $1.06M | 0.11% | +2,541+65.7% | Added |
| Harvest Volatility Management LLC | 6,400 | $1.06M | 0.17% | +515+8.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.14% | 00.0% | Unchanged |
| Change Path, LLC | 6,372 | $1.05M | 0.06% | −2,064−24.5% | Reduced |
| Altfest L J & Co Inc | 6,376 | $1.05M | 0.19% | +1,427+28.8% | Added |
| Parkside Investments, LLC | 6,373 | $1.05M | 0.22% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 6,370 | $1.05M | 1.41% | +1,586+33.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,363 | $1.05M | 1.35% | −2,642−29.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,350 | $1.05M | 0.62% | +275+4.5% | Added |
| International Assets Investment Management, LLC | 6,329 | $1.04M | 0.20% | −438−6.5% | Reduced |
| Rossmore Private Capital | 6,323 | $1.04M | 0.18% | −59−0.9% | Reduced |
| Options Solutions, LLC | 6,324 | $1.04M | 1.44% | −10.0% | Reduced |
| Albion Financial Group | 6,315 | $1.04M | 0.10% | −170−2.6% | Reduced |
| QVR LLC | 6,292 | $1.04M | 0.82% | +6,292 | New |
| EFG Asset Management (North America) Corp. | 6,273 | $1.04M | 0.22% | −2,333−27.1% | Reduced |
| Sawtooth Solutions, LLC | 6,261 | $1.03M | 0.13% | −551−8.1% | Reduced |
| Pennsylvania Capital Management Inc | 6,253 | $1.03M | 0.55% | −221−3.4% | Reduced |
| Cowen and Company, LLC | 6,250 | $1.03M | 0.10% | +6,250 | New |
| Galvin, Gaustad & Stein, LLC | 6,196 | $1.02M | 0.10% | +1,662+36.7% | Added |
| PSI Advisors, LLC | 6,192 | $1.02M | 0.50% | +298+5.1% | Added |
| Greenline Partners, LLC | 6,195 | $1.02M | 0.22% | +1,711+38.2% | Added |
| Bristlecone Advisors, LLC | 6,172 | $1.02M | 0.13% | +2,668+76.1% | Added |
| Bluestein R H & Co | 6,165 | $1.02M | 0.06% | +20.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,164 | $1.02M | 0.71% | +349+6.0% | Added |
| Financial Advocates Investment Management | 6,159 | $1.02M | 0.08% | +638+11.6% | Added |
| Woodmont Investment Counsel LLC | 6,116 | $1.01M | 0.12% | +4,963+430.4% | Added |
| Roman Butler Fullerton & Co | 6,017 | $1.01M | 0.56% | +4,534+305.7% | Added |
| Avestar Capital, LLC | 6,089 | $1.00M | 0.27% | −5,772−48.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 6,092 | $1.00M | 1.11% | +902+17.4% | Added |
| Capital Investment Advisors, LLC | 6,082 | $1.00M | 0.03% | +466+8.3% | Added |
| CWA Asset Management Group, LLC | 6,086 | $1.00M | 0.09% | +1,159+23.5% | Added |
| Wealthspire Advisors, LLC | 6,077 | $1.00M | 0.02% | −17−0.3% | Reduced |
| Integrated Advisors Network LLC | 6,070 | $1.00M | 0.07% | +1,055+21.0% | 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 |
| Graypoint LLC | 6,030 | $995.0K | 0.13% | +763+14.5% | Added |
| Concentric Capital Strategies, LP | 6,000 | $990.0K | 0.81% | +6,000 | New |
| Ameritas Advisory Services, LLC | 5,981 | $987.0K | 0.06% | −35−0.6% | Reduced |
| 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 |
| Barden Capital Management, Inc. | 5,923 | $981.0K | 1.06% | +545+10.1% | Added |
| NVWM, LLC | 5,915 | $980.0K | 0.38% | −308−4.9% | 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 |
| Intact Investment Management Inc. | 5,900 | $974.0K | 0.03% | −600−9.2% | Reduced |
| Donaldson Capital Management, LLC | 5,885 | $971.0K | 0.05% | −1,145−16.3% | Reduced |
| Dearborn Partners LLC | 5,871 | $969.0K | 0.04% | +50+0.9% | Added |
| Sanders Morris Harris LLC | 5,761 | $968.0K | 0.21% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 5,816 | $963.0K | 0.67% | −81−1.4% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,966 | $960.8K | 0.20% | −52,651−89.8% | Reduced |
| EPIQ Capital Group, LLC | 5,793 | $956.0K | 0.40% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,754 | $950.0K | 0.42% | +35+0.6% | Added |
| Charter Oak Capital Management, LLC | 5,744 | $948.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Norway Savings Bank | 5,702 | $941.0K | 0.49% | +120+2.1% | Added |
| Rehmann Capital Advisory Group | 5,684 | $938.1K | 0.10% | +196+3.6% | Added |
| Credential Qtrade Securities Inc. | 5,640 | $930.8K | 0.07% | +3,412+153.1% | Added |
| World Equity Group, Inc. | 5,622 | $927.9K | 0.23% | +36+0.6% | Added |
| 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 |
| BigSur Wealth Management LLC | 5,600 | $924.0K | 0.44% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,567 | $919.0K | 0.15% | +5,567 | New |
| Renasant Bank | 5,563 | $918.0K | 0.75% | +2,456+79.0% | Added |
| Compass Financial Advisors LLC | 5,556 | $917.0K | 1.25% | +117+2.2% | Added |
| Garrett Investment Advisors LLC | 5,552 | $916.0K | 0.26% | +1,142+25.9% | Added |
| Orion Capital Management LLC | 5,539 | $914.0K | 0.71% | −500−8.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,492 | $913.0K | 0.87% | +244+4.6% | Added |
| 9258 Wealth Management, LLC | 5,522 | $911.0K | 0.23% | +1,006+22.3% | Added |
| Midwest Professional Planners, LTD. | 5,517 | $910.0K | 0.51% | +324+6.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,472 | $903.0K | 0.89% | +12+0.2% | Added |
| StoneX Group Inc. | 5,468 | $902.4K | 0.11% | +63+1.2% | Added |
| 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 |
| 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 |
| KRS Capital Management, LLC | 5,373 | $886.0K | 1.26% | 00.0% | Unchanged |
| 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 |
| Guardian Capital Advisors LP | 5,492 | $884.0K | 0.10% | −5,641−50.7% | Reduced |
| Claybrook Capital, LLC | 5,345 | $882.0K | 0.52% | −5,000−48.3% | Reduced |
| Redmont Wealth Advisors LLC | 5,300 | $875.0K | 1.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,298 | $874.0K | 0.82% | −137−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,257 | $868.0K | 0.05% | +49+0.9% | Added |
| Congress Park Capital LLC | 5,250 | $866.0K | 0.56% | +475+9.9% | Added |
| New Century Advisors, LLC | 5,240 | $865.0K | 0.98% | 00.0% | Unchanged |
| 1st Source Bank | 5,229 | $863.0K | 0.06% | −142−2.6% | Reduced |
| George Kaiser Family Foundation | 5,225 | $862.0K | 0.15% | +5,225 | New |
| Headinvest, LLC | 5,214 | $861.0K | 0.19% | +261+5.3% | Added |
| Next Century Growth Investors LLC | 5,205 | $859.0K | 0.11% | +17+0.3% | Added |
| Ascent Group, LLC | 4,665 | $858.0K | 0.10% | +677+17.0% | Added |
| Tiedemann Advisors, LLC | 5,188 | $856.0K | 0.06% | −167−3.1% | Reduced |