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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 3,039 | $502.0K | 0.05% | −590−16.3% | Reduced |
| Morse Asset Management, Inc | 3,025 | $499.0K | 0.16% | +1,320+77.4% | Added |
| Encompass Wealth Advisors, LLC | 3,017 | $498.0K | 0.18% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,016 | $498.0K | 0.12% | +140+4.9% | Added |
| HighTower Trust Services, LTA | 2,969 | $498.0K | 0.08% | +751+33.9% | Added |
| Sax Wealth Advisors, LLC | 3,010 | $497.0K | 0.13% | +3+0.1% | Added |
| Cooper Financial Group | 3,014 | $497.0K | 0.18% | +809+36.7% | Added |
| Summit Global Investments | 3,002 | $495.0K | 0.04% | −2,387−44.3% | Reduced |
| Rathbone Brothers plc | 3,000 | $495.0K | 0.01% | −318−9.6% | Reduced |
| Allred Capital Management, LLC | 3,003 | $495.0K | 0.31% | −184−5.8% | Reduced |
| Sterling Investment Counsel, LLC | 2,994 | $494.0K | 0.38% | +657+28.1% | Added |
| Claraphi Advisory Network, LLC | 2,989 | $493.0K | 0.17% | −480−13.8% | Reduced |
| FineMark National Bank & Trust | 2,980 | $492.0K | 0.02% | −279−8.6% | Reduced |
| Inscription Capital, LLC | 2,977 | $491.0K | 0.09% | −1,442−32.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,963 | $489.0K | 0.33% | −14−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,961 | $489.0K | 0.06% | +42+1.4% | Added |
| Synergy Financial Group, LTD | 2,954 | $488.0K | 0.76% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,958 | $488.0K | 0.26% | +31+1.1% | Added |
| V2 Financial group LLC | 2,946 | $486.2K | 0.39% | −100−3.3% | Reduced |
| Visionary Wealth Advisors | 2,945 | $486.0K | 0.04% | −237−7.4% | Reduced |
| Solstein Capital, LLC | 2,921 | $482.0K | 0.37% | −7−0.2% | Reduced |
| Gradient Investments LLC | 2,912 | $481.0K | 0.01% | +91+3.2% | Added |
| Ausdal Financial Partners, Inc. | 2,900 | $479.0K | 0.07% | −724−20.0% | Reduced |
| Addison Capital Co | 2,905 | $479.0K | 0.28% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,905 | $479.0K | 0.30% | +698+31.6% | Added |
| PDS Planning, Inc | 2,891 | $477.0K | 0.09% | +967+50.3% | Added |
| Washington Trust Advisors, Inc. | 2,886 | $476.0K | 0.04% | −600−17.2% | Reduced |
| DRW Securities, LLC | 2,885 | $476.0K | 0.12% | +2,885 | New |
| Banco BTG Pactual S.A. | 2,870 | $474.0K | 0.31% | −1,381−32.5% | Reduced |
| Pitti Group Wealth Management, LLC | 2,871 | $474.0K | 0.65% | +11+0.4% | Added |
| Vista Wealth Management Group, LLC | 2,885 | $472.0K | 0.07% | +379+15.1% | Added |
| Fieldpoint Private Securities, LLC | 2,831 | $467.0K | 0.14% | +717+33.9% | Added |
| Advisor Resource Council | 2,823 | $466.0K | 0.04% | −2,980−51.4% | Reduced |
| DSC Advisors, L.P. | 2,823 | $466.0K | 0.47% | −463−14.1% | Reduced |
| S&CO Inc | 2,829 | $466.0K | 0.04% | +8+0.3% | Added |
| Roberts Glore & Co Inc | 2,825 | $466.0K | 0.16% | +268+10.5% | Added |
| Carret Asset Management, LLC | 2,824 | $466.0K | 0.06% | +529+23.1% | Added |
| BFT Financial Group, LLC | 2,813 | $464.0K | 0.12% | −528−15.8% | Reduced |
| Davis R M Inc | 2,811 | $464.0K | 0.01% | −2−0.1% | Reduced |
| Capricorn Fund Managers Ltd | 2,800 | $462.0K | 0.08% | +2,800 | New |
| Vienna Asset Management LLC | 2,794 | $461.0K | 1.70% | −16,188−85.3% | Reduced |
| Lumature Wealth Partners, LLC | 2,794 | $461.0K | 0.21% | −1,022−26.8% | Reduced |
| Bowman & Co S.C. | 2,796 | $461.0K | 0.40% | +130+4.9% | Added |
| Boston Financial Mangement LLC | 2,788 | $460.0K | 0.02% | +843+43.3% | Added |
| Empowered Funds, LLC | 2,786 | $460.0K | 0.06% | +2,786 | New |
| Adviser Investments LLC | 2,779 | $459.0K | 0.03% | +550+24.7% | Added |
| Delta Financial Advisors LLC | 2,775 | $458.0K | 0.23% | +455+19.6% | Added |
| Geller Advisors LLC | 2,752 | $454.0K | 0.09% | +54+2.0% | Added |
| Stratos Wealth Advisors, LLC | 2,744 | $453.0K | 0.04% | +211+8.3% | Added |
| FirstPurpose Wealth LLC | 2,744 | $453.0K | 0.30% | +226+9.0% | Added |
| Copperwynd Financial, LLC | 2,728 | $450.0K | 0.26% | −321−10.5% | Reduced |
| Beaumont Financial Partners, LLC | 2,725 | $450.0K | 0.04% | +138+5.3% | Added |
| Financial Advisory Corp | 2,722 | $449.0K | 0.30% | +363+15.4% | Added |
| Legacy Financial Advisors, Inc. | 2,721 | $449.0K | 0.11% | +907+50.0% | Added |
| Fairfield, Bush & Co. | 2,715 | $448.0K | 0.26% | −1,753−39.2% | Reduced |
| Sonata Capital Group Inc | 2,707 | $447.0K | 0.23% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,692 | $444.0K | 0.40% | −1,605−37.4% | Reduced |
| Capitolis Advisors LLC | 2,683 | $443.0K | 0.02% | −1,080−28.7% | Reduced |
| Quantitative Investment Management, LLC | 2,688 | $443.0K | 0.07% | +2,688 | New |
| Benchmark Investment Advisors LLC | 2,680 | $442.0K | 0.46% | −514−16.1% | Reduced |
| Ascension Asset Management LLC | 2,670 | $441.0K | 0.33% | +2,670 | New |
| Advisors Capital Management, LLC | 2,663 | $440.0K | 0.01% | −606−18.5% | Reduced |
| Prudent Man Advisors, LLC | 2,658 | $439.0K | 0.20% | −35−1.3% | Reduced |
| Sunflower Bank, N.A. | 2,657 | $438.0K | 0.09% | −144−5.1% | Reduced |
| Redwood Investments, LLC | 2,643 | $436.0K | 0.05% | −115−4.2% | Reduced |
| Harfst & Associates, Inc. | 2,639 | $435.0K | 0.12% | −1,834−41.0% | Reduced |
| Tolleson Wealth Management, Inc. | 2,629 | $434.0K | 0.12% | −1,101−29.5% | Reduced |
| Park National Corp | 2,628 | $434.0K | 0.02% | −35−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 2,626 | $433.0K | 0.04% | −89−3.3% | Reduced |
| Resurgent Financial Advisors LLC | 2,623 | $433.0K | 0.29% | −16−0.6% | Reduced |
| Bellecapital International Ltd. | 2,621 | $433.0K | 0.12% | +272+11.6% | Added |
| Stonebridge Financial Planning Group, LLC | 2,609 | $431.0K | 0.29% | −383−12.8% | Reduced |
| Hodges Capital Management Inc. | 2,600 | $429.0K | 0.04% | +200+8.3% | Added |
| Brown Advisory Securities, LLC | 2,582 | $427.0K | 0.40% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,590 | $427.0K | 0.27% | +22+0.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,588 | $427.0K | 0.55% | +141+5.8% | Added |
| Citizens National Bank Trust Department | 2,590 | $427.0K | 0.12% | +310+13.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 2,495 | $426.0K | 0.01% | +2,495 | New |
| Fulcrum Capital LLC | 2,573 | $425.0K | 0.13% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,562 | $423.0K | 0.00% | +164+6.8% | Added |
| Saiph Capital, LLC | 2,557 | $422.0K | 0.33% | −249−8.9% | Reduced |
| Hill Island Financial LLC | 2,558 | $422.0K | 0.19% | +953+59.4% | Added |
| CSS LLC | 2,554 | $422.0K | 0.02% | +2,554 | New |
| IVC Wealth Advisors LLC | 2,553 | $421.0K | 0.33% | +315+14.1% | Added |
| Valmark Advisers, Inc. | 2,542 | $420.0K | 0.01% | +15+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 2,534 | $418.0K | 0.13% | +282+12.5% | Added |
| Key Financial Inc | 2,481 | $417.0K | 0.23% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,525 | $417.0K | 0.08% | +498+24.6% | Added |
| Lake Street Financial LLC | 2,512 | $415.0K | 0.09% | −1,100−30.5% | Reduced |
| David J Yvars Group | 2,465 | $415.0K | 0.56% | +65+2.7% | Added |
| IvyRock Asset Management (HK) Ltd | 2,500 | $413.0K | 0.26% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,502 | $413.0K | 0.17% | +305+13.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,496 | $412.0K | 0.09% | −272−9.8% | Reduced |
| Parkside Financial Bank & Trust | 2,477 | $408.0K | 0.12% | +196+8.6% | Added |
| Stonnington Group, LLC | 2,303 | $407.0K | 0.11% | −4,978−68.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,458 | $406.0K | 0.04% | −3,475−58.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,441 | $403.0K | 0.13% | +142+6.2% | Added |
| Secure Asset Management, LLC | 2,436 | $402.0K | 0.22% | +405+19.9% | Added |
| Sutton Wealth Advisors Inc. | 2,425 | $400.2K | 0.16% | +68+2.9% | Added |
| Garner Asset Management Corp | 2,404 | $397.0K | 0.17% | +365+17.9% | Added |