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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 3,945 | $651.0K | 0.06% | −2,310−36.9% | Reduced |
| Insight Advisors, LLC | 3,422 | $647.0K | 0.22% | −725−17.5% | Reduced |
| Tectonic Advisors LLC | 3,912 | $646.0K | 0.12% | +19+0.5% | Added |
| Paloma Partners Management Co | 3,900 | $644.0K | 0.06% | −13,172−77.2% | Reduced |
| Capital Management Associates | 3,893 | $642.0K | 0.95% | −1,531−28.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,889 | $642.0K | 0.25% | −383−9.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,887 | $642.0K | 0.44% | −130−3.2% | Reduced |
| Focus Financial Network, Inc. | 3,876 | $639.7K | 0.05% | +93+2.5% | Added |
| Capital Markets Trading UK LLP | 3,851 | $636.0K | 0.75% | +3,851 | New |
| Clare Market Investments LLC | 3,842 | $634.1K | 0.28% | −3,737−49.3% | Reduced |
| Stiles Financial Services Inc | 3,841 | $634.0K | 0.38% | +225+6.2% | Added |
| Kapitalo Investimentos Ltda | 3,830 | $632.1K | 0.42% | +3,830 | New |
| Essex Financial Services, Inc. | 3,814 | $629.0K | 0.07% | −485−11.3% | Reduced |
| Claro Advisors LLC | 3,810 | $629.0K | 0.25% | +483+14.5% | Added |
| Taylor Wealth Management Partners | 3,798 | $627.0K | 0.36% | −110−2.8% | Reduced |
| Kraematon Investment Advisors, Inc | 3,801 | $627.0K | 0.73% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,800 | $627.0K | 0.18% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,785 | $625.0K | 0.38% | +431+12.9% | Added |
| Strengthening Families & Communities, LLC | 2,946 | $622.0K | 0.38% | +75+2.6% | Added |
| Everhart Financial Group, Inc. | 3,754 | $620.0K | 0.38% | +2,602+225.9% | Added |
| Mission Creek Capital Partners, Inc. | 3,752 | $619.0K | 0.21% | +45+1.2% | Added |
| Masso Torrence Wealth Management Inc. | 3,744 | $618.0K | 0.54% | +253+7.2% | Added |
| HM Payson & Co | 3,740 | $617.0K | 0.02% | −606−13.9% | Reduced |
| First National Bank | 3,717 | $614.0K | 0.58% | +545+17.2% | Added |
| Valley Brook Capital Group | 3,720 | $613.0K | 0.63% | −344−8.5% | Reduced |
| Moloney Securities Asset Management, LLC | 3,694 | $610.0K | 0.14% | −887−19.4% | Reduced |
| Diligent Investors, LLC | 3,696 | $610.0K | 0.21% | +10+0.3% | Added |
| One Capital Management, LLC | 3,693 | $609.0K | 0.04% | +388+11.7% | Added |
| Centric Wealth Management | 3,683 | $608.0K | 0.22% | −675−15.5% | Reduced |
| Trust Investment Advisors | 3,681 | $608.0K | 0.58% | 00.0% | Unchanged |
| Avory & Company, LLC | 3,683 | $608.0K | 0.52% | +3,683 | New |
| BerganKDV Wealth Management, LLC | 3,678 | $607.0K | 0.07% | +162+4.6% | Added |
| Nwam LLC | 3,516 | $604.0K | 0.06% | −876−19.9% | Reduced |
| Meridian Financial Partners LLC | 3,350 | $604.0K | 0.41% | +355+11.9% | Added |
| AMG National Trust Bank | 3,278 | $603.0K | 0.02% | −787−19.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,626 | $598.0K | 0.07% | +333+10.1% | Added |
| Ashton Thomas Private Wealth, LLC | 3,622 | $597.8K | 0.06% | −3,222−47.1% | Reduced |
| Kensington Investment Counsel, LLC | 3,618 | $597.0K | 0.51% | +3,618 | New |
| RFG Advisory, LLC | 3,125 | $594.0K | 0.03% | +2,015+181.5% | Added |
| Cahill Financial Advisors Inc | 3,589 | $593.0K | 0.13% | +534+17.5% | Added |
| Mizuho Securities USA LLC | 3,584 | $592.0K | 0.09% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,575 | $590.0K | 0.34% | +3,575 | New |
| Meadow Creek Wealth Advisors LLC | 3,562 | $588.0K | 0.72% | −919−20.5% | Reduced |
| VELA Investment Management, LLC | 3,552 | $586.0K | 0.34% | +3,552 | New |
| Baxter Bros Inc | 3,544 | $585.0K | 0.10% | +413+13.2% | Added |
| First Citizens Bank & Trust Co | 3,537 | $584.0K | 0.02% | +812+29.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,532 | $583.0K | 0.01% | +1,338+61.0% | Added |
| Blodgett Wealth Advisors, LLC | 3,500 | $578.0K | 0.64% | −2,425−40.9% | Reduced |
| Fort Point Capital Partners LLC | 3,498 | $577.0K | 0.10% | −1,015−22.5% | Reduced |
| Roberts Capital Advisors, LLC | 3,497 | $577.0K | 0.79% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,486 | $575.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 2,259 | $574.0K | 0.12% | −5,826−72.1% | Reduced |
| Element Pointe Advisors, LLC | 3,459 | $571.0K | 0.24% | −1,855−34.9% | Reduced |
| Amussen Hunsaker Associates LLC | 3,486 | $571.0K | 0.16% | +498+16.7% | Added |
| Highland Private Wealth Management | 3,455 | $570.0K | 0.09% | +175+5.3% | Added |
| Brandywine Oak Private Wealth LLC | 3,442 | $568.0K | 0.07% | −1,058−23.5% | Reduced |
| LWM Advisory Services, LLC | 3,441 | $568.0K | 0.68% | +9+0.3% | Added |
| Boenning & Scattergood, Inc. | 3,421 | $565.0K | 0.11% | −146−4.1% | Reduced |
| Oder Investment Management, LLC | 3,427 | $565.0K | 0.69% | +192+5.9% | Added |
| BKD Wealth Advisors, LLC | 3,426 | $565.0K | 0.02% | +1,099+47.2% | Added |
| Ropes Wealth Advisors LLC | 3,415 | $564.0K | 0.12% | +71+2.1% | Added |
| Evoke Wealth, LLC | 3,398 | $561.0K | 0.02% | −1,565−31.5% | Reduced |
| Drive Wealth Management, LLC | 3,399 | $561.0K | 0.51% | +254+8.1% | Added |
| TSFG, LLC | 3,390 | $559.0K | 0.24% | −184−5.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,362 | $555.0K | 0.03% | +1,134+50.9% | Added |
| Mather Group, LLC. | 3,355 | $554.0K | 0.01% | −1,448−30.1% | Reduced |
| Hilltop Holdings Inc. | 3,336 | $551.0K | 0.07% | +35+1.1% | Added |
| Platform Technology Partners | 3,340 | $551.0K | 0.30% | +84+2.6% | Added |
| Sofos Investments, Inc. | 3,414 | $551.0K | 0.05% | +2,311+209.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,325 | $549.0K | 0.02% | −35,052−91.3% | Reduced |
| 55I, LLC | 3,327 | $549.0K | 0.02% | +3,327 | New |
| D.B. Root & Company, LLC | 3,321 | $548.0K | 0.24% | +394+13.5% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $548.0K | 0.01% | +1,076+48.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,307 | $546.0K | 0.02% | −174−5.0% | Reduced |
| LCM Capital Management Inc | 3,305 | $545.0K | 0.54% | +79+2.4% | Added |
| Winton Group Ltd | 3,297 | $544.0K | 0.03% | −12,874−79.6% | Reduced |
| Consilium Wealth Advisory, LLC | 3,297 | $544.0K | 0.59% | −423−11.4% | Reduced |
| Avitas Wealth Management LLC | 3,283 | $542.0K | 0.12% | −1,435−30.4% | Reduced |
| Coastal Investment Advisors, Inc. | 3,214 | $541.0K | 0.13% | +202+6.7% | Added |
| Founders Financial Securities LLC | 3,269 | $540.0K | 0.11% | −600−15.5% | Reduced |
| Commons Capital, LLC | 3,233 | $534.0K | 0.81% | −2,928−47.5% | Reduced |
| Thomas White International Ltd | 3,227 | $533.0K | 0.11% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,209 | $530.0K | 0.05% | −959−23.0% | Reduced |
| ETF Managers Group, LLC | 3,102 | $529.0K | 0.02% | −10,654−77.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,208 | $529.0K | 0.20% | −55−1.7% | Reduced |
| Investors Research Corp | 3,184 | $525.0K | 0.16% | +350+12.4% | Added |
| Cornerstone Wealth Management, LLC | 3,174 | $524.0K | 0.06% | +167+5.6% | Added |
| AdvisorNet Financial, Inc | 3,166 | $523.0K | 0.05% | −96−2.9% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,150 | $520.0K | 0.38% | −140−4.3% | Reduced |
| InterOcean Capital Group, LLC | 3,148 | $520.0K | 0.02% | +720+29.7% | Added |
| Money Concepts Capital Corp | 3,074 | $517.0K | 0.05% | −3,249−51.4% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $516.0K | 0.48% | 00.0% | Unchanged |
| XML Financial, LLC | 3,127 | $516.0K | 0.12% | +212+7.3% | Added |
| Bremer Bank National Association | 3,103 | $512.0K | 0.10% | −565−15.4% | Reduced |
| Gabelli Funds LLC | 3,095 | $511.0K | 0.00% | +95+3.2% | Added |
| Financial Advisory Service, Inc. | 3,096 | $511.0K | 0.05% | +731+30.9% | Added |
| Glenview Trust Co | 3,091 | $510.0K | 0.02% | −123−3.8% | Reduced |
| JB Capital LLC | 3,089 | $510.0K | 0.05% | −100−3.1% | Reduced |
| Chemung Canal Trust Co | 3,068 | $506.0K | 0.12% | −610−16.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,708 | $506.0K | 0.20% | +795+41.6% | Added |