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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 5,162 | $852.0K | 0.60% | +1,100+27.1% | Added |
| Jump Financial, LLC | 5,151 | $850.0K | 0.04% | +2,698+110.0% | Added |
| Central Bank & Trust Co | 5,139 | $848.0K | 0.17% | −654−11.3% | Reduced |
| 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 |
| Leelyn Smith, LLC | 5,113 | $844.0K | 0.22% | +225+4.6% | Added |
| Lumina Fund Management LLC | 5,100 | $842.0K | 0.42% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5,094 | $841.0K | 0.74% | +106+2.1% | 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 |
| Highlander Capital Management, LLC | 5,082 | $839.0K | 0.45% | +200+4.1% | Added |
| Ycg, LLC | 5,076 | $838.0K | 0.09% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,060 | $835.0K | 0.28% | +5,060 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,047 | $833.0K | 1.28% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,004 | $832.0K | 0.59% | +123+2.5% | Added |
| Community Bank & Trust, Waco, Texas | 5,019 | $828.0K | 0.27% | −482−8.8% | Reduced |
| Intrua Financial, LLC | 5,008 | $827.0K | 0.18% | −711−12.4% | 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 |
| Rainsberger Wealth Advisors, Inc. | 4,991 | $824.0K | 0.60% | −122−2.4% | Reduced |
| First United Bank Trust | 4,978 | $822.0K | 0.38% | −234−4.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,969 | $820.0K | 0.24% | +1,559+45.7% | Added |
| Shorepoint Capital Partners LLC | 4,965 | $819.0K | 0.35% | −238−4.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,952 | $817.0K | 0.07% | −478−8.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,936 | $814.0K | 0.27% | −107−2.1% | Reduced |
| AlphaStar Capital Management, LLC | 4,919 | $812.0K | 0.08% | +433+9.7% | Added |
| Brown, Lisle/Cummings, Inc. | 4,891 | $807.2K | 0.45% | +133+2.8% | Added |
| 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 |
| Legacy Bridge, LLC | 4,849 | $800.0K | 0.59% | −30−0.6% | Reduced |
| Moseley Investment Management Inc | 4,838 | $798.0K | 0.56% | −547−10.2% | Reduced |
| Brown Capital Management LLC | 4,827 | $797.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,815 | $795.0K | 0.02% | +436+10.0% | Added |
| Western Wealth Management, LLC | 4,842 | $793.0K | 0.05% | −4,492−48.1% | Reduced |
| Gryphon Financial Partners LLC | 4,790 | $791.0K | 0.19% | +211+4.6% | Added |
| Ayrshire Capital Management LLC | 4,787 | $790.0K | 0.56% | −528−9.9% | Reduced |
| Wintrust Investments LLC | 4,753 | $784.0K | 0.09% | +165+3.6% | Added |
| Eagle Strategies LLC | 4,744 | $783.0K | 0.29% | +2,372+100.0% | Added |
| Proequities, Inc. | 4,739 | $782.0K | 0.07% | +400+9.2% | Added |
| CPWM, LLC | 4,738 | $782.0K | 0.07% | +528+12.5% | Added |
| Perennial Investment Advisors, LLC | 4,720 | $781.0K | 0.31% | −438−8.5% | Reduced |
| Covenant Partners, LLC | 4,733 | $781.0K | 0.36% | +826+21.1% | Added |
| Journey Advisory Group, LLC | 4,261 | $780.0K | 0.18% | +2,067+94.2% | Added |
| Penserra Capital Management LLC | 4,723 | $778.0K | 0.02% | −3,681−43.8% | Reduced |
| GM Advisory Group, Inc. | 4,708 | $777.0K | 0.12% | −3,803−44.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $776.0K | 0.36% | 00.0% | Unchanged |
| Amarillo National Bank | 4,694 | $774.0K | 0.17% | +108+2.4% | Added |
| High Net Worth Advisory Group LLC | 4,683 | $773.0K | 0.32% | +1,590+51.4% | Added |
| XR Securities LLC | 4,674 | $771.0K | 0.37% | +3,603+336.4% | Added |
| Wolff Wiese Magana LLC | 4,650 | $768.0K | 0.56% | −332−6.7% | Reduced |
| Kempen Capital Management N.V. | 4,646 | $767.0K | 0.03% | +892+23.8% | Added |
| Strategic Blueprint, LLC | 4,629 | $764.0K | 0.10% | −570−11.0% | Reduced |
| RMR Wealth Builders | 4,610 | $761.0K | 0.19% | +497+12.1% | Added |
| McDaniel Terry & Co | 4,600 | $759.0K | 0.09% | +6+0.1% | Added |
| Tranquility Partners, LLC | 4,551 | $751.0K | 0.39% | +50+1.1% | Added |
| FLC Capital Advisors | 4,543 | $750.0K | 0.25% | +100+2.3% | Added |
| Credit Capital Investments LLC | 4,542 | $750.0K | 0.85% | +600+15.2% | Added |
| Camden Capital, LLC | 4,540 | $749.0K | 0.20% | −29−0.6% | Reduced |
| Sargent Investment Group, LLC | 4,515 | $745.0K | 0.23% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,323 | $744.0K | 0.47% | −3−0.1% | Reduced |
| Cipher Capital LP | 4,507 | $744.0K | 0.17% | +4,507 | New |
| Versor Investments LP | 4,500 | $743.0K | 0.03% | +4,500 | New |
| Dakota Wealth Management | 4,498 | $742.0K | 0.07% | +9+0.2% | Added |
| Riverview Trust Co | 4,480 | $739.0K | 0.64% | −96−2.1% | Reduced |
| Chicago Trust Co NA | 4,467 | $738.0K | 0.19% | +20+0.4% | Added |
| Vista Private Wealth Partners. LLC | 4,360 | $734.0K | 0.35% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,441 | $733.0K | 0.18% | +1,210+37.4% | Added |
| Saturna Capital CORP | 4,432 | $731.0K | 0.02% | −212−4.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,364 | $720.0K | 0.25% | −435−9.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,368 | $720.0K | 0.07% | +389+9.8% | Added |
| Capital Impact Advisors, LLC | 4,365 | $720.0K | 0.67% | +1,602+58.0% | Added |
| Thrive Wealth Management, LLC | 4,350 | $718.0K | 0.25% | −19−0.4% | Reduced |
| Corundum Group, Inc. | 4,312 | $712.0K | 0.48% | +4,312 | New |
| Symmetry Partners, LLC | 4,287 | $708.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,290 | $708.0K | 0.06% | +237+5.8% | Added |
| Occidental Asset Management, LLC | 4,263 | $704.0K | 0.21% | +90+2.2% | Added |
| Jmac Enterprises LLC | 4,254 | $702.0K | 0.18% | +102+2.5% | Added |
| Essex Savings Bank | 4,244 | $700.0K | 0.27% | −693−14.0% | Reduced |
| Plancorp, LLC | 4,230 | $698.0K | 0.04% | −422−9.1% | Reduced |
| Barings LLC | 4,228 | $697.0K | 0.03% | −97−2.2% | Reduced |
| Creative Financial Designs Inc | 4,210 | $695.0K | 0.11% | +692+19.7% | Added |
| MUFG Americas Holdings Corp | 4,208 | $694.0K | 0.02% | +195+4.9% | Added |
| Fortis Capital Management LLC | 4,201 | $693.0K | 0.69% | −17,706−80.8% | Reduced |
| GraniteShares Advisors LLC | 4,203 | $693.0K | 0.51% | −333−7.3% | Reduced |
| Paradigm Financial Partners, LLC | 3,902 | $689.0K | 0.21% | −2,661−40.5% | Reduced |
| Great Diamond Partners, LLC | 4,174 | $688.0K | 0.23% | +190+4.8% | Added |
| Eastern Bank | 4,158 | $687.0K | 0.04% | −54−1.3% | Reduced |
| Sage Rhino Capital LLC | 4,142 | $684.0K | 0.26% | +7+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 4,138 | $683.0K | 0.75% | −91−2.2% | Reduced |
| Israel Discount Bank of New York | 4,121 | $680.0K | 0.52% | −502−10.9% | Reduced |
| Octavia Wealth Advisors, LLC | 4,048 | $670.0K | 0.18% | +602+17.5% | Added |
| Hazlett, Burt & Watson, Inc. | 4,018 | $663.0K | 0.61% | +91+2.3% | Added |
| Curbstone Financial Management Corp | 4,006 | $661.0K | 0.15% | −1,250−23.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,001 | $660.0K | 0.10% | −290−6.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,993 | $659.0K | 0.22% | +368+10.2% | Added |
| Western Pacific Wealth Management, LP | 3,989 | $658.0K | 0.64% | −2−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,984 | $657.5K | 0.18% | −135−3.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,712 | $656.0K | 0.33% | +732+24.6% | Added |
| Urban Wealth Management, LLC | 3,966 | $655.0K | 2.20% | +3,966 | New |