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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 2,400 | $396.0K | 0.15% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,401 | $396.0K | 0.10% | +117+5.1% | Added |
| Jeppson Wealth Management, LLC | 2,397 | $396.0K | 0.17% | +279+13.2% | Added |
| TCWP LLC | 2,384 | $393.0K | 0.08% | −626−20.8% | Reduced |
| Marcum Wealth, LLC | 2,384 | $393.0K | 0.06% | +162+7.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,383 | $393.0K | 0.16% | +685+40.3% | Added |
| Anchor Investment Management, LLC | 2,370 | $391.1K | 0.06% | +192+8.8% | Added |
| Concord Wealth Partners | 2,368 | $391.0K | 0.11% | +484+25.7% | Added |
| Atticus Wealth Management, LLC | 2,354 | $389.0K | 0.16% | −164−6.5% | Reduced |
| Blue Fin Capital, Inc. | 2,362 | $389.0K | 0.14% | +205+9.5% | Added |
| Ssi Investment Management LLC | 2,345 | $388.0K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,346 | $387.0K | 0.09% | +540+29.9% | Added |
| HBK Sorce Advisory LLC | 2,331 | $385.0K | 0.03% | −2,163−48.1% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,334 | $385.0K | 0.53% | +15+0.6% | Added |
| First Financial Corp | 2,305 | $380.0K | 0.25% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,304 | $380.0K | 0.14% | +5+0.2% | Added |
| Cross Staff Investments Inc | 2,300 | $380.0K | 0.42% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,304 | $380.0K | 0.12% | +200+9.5% | Added |
| Seaport Global Advisors, LLC | 2,293 | $378.0K | 1.41% | +1,450+172.0% | Added |
| Capital Asset Advisory Services LLC | 2,274 | $375.0K | 0.04% | −503−18.1% | Reduced |
| Keystone Financial Group | 2,273 | $375.0K | 0.07% | −295−11.5% | Reduced |
| Cim Investment Mangement Inc | 2,272 | $375.0K | 0.16% | −14−0.6% | Reduced |
| Hengehold Capital Management LLC | 2,273 | $375.0K | 0.05% | +50+2.2% | Added |
| Valley National Advisers Inc | 2,111 | $373.0K | 0.08% | +494+30.6% | Added |
| Boston Trust Walden Corp | 2,251 | $372.0K | 0.00% | +534+31.1% | Added |
| Accel Wealth Management | 2,215 | $371.0K | 0.21% | −71−3.1% | Reduced |
| Delta Investment Management, LLC | 2,240 | $370.0K | 0.17% | −3,253−59.2% | Reduced |
| Delphia (USA) Inc. | 2,233 | $369.0K | 0.25% | −31−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 2,231 | $368.0K | 0.11% | −164−6.8% | Reduced |
| Greenwich Wealth Management LLC | 2,230 | $368.0K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,223 | $367.0K | 0.15% | −150−6.3% | Reduced |
| Baldwin Brothers Inc | 2,222 | $367.0K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,224 | $367.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,204 | $364.0K | 0.02% | −1,120−33.7% | Reduced |
| Colonial River Wealth Management, LLC | 2,202 | $363.0K | 0.24% | −937−29.9% | Reduced |
| Eudaimonia Partners, LLC | 2,201 | $363.0K | 0.07% | −167−7.1% | Reduced |
| Essex LLC | 2,190 | $361.0K | 0.11% | −151−6.5% | Reduced |
| Global Retirement Partners, LLC | 2,185 | $361.0K | 0.03% | +104+5.0% | Added |
| Blueshift Asset Management, LLC | 2,183 | $360.0K | 0.06% | −5,927−73.1% | Reduced |
| Appleton Partners Inc | 2,171 | $358.0K | 0.03% | −86−3.8% | Reduced |
| Truvestments Capital LLC | 2,163 | $357.0K | 0.21% | −55−2.5% | Reduced |
| David Loasby | 2,020 | $357.0K | 0.05% | +479+31.1% | Added |
| Redwood Financial Network Corp | 2,150 | $355.0K | 0.39% | −30−1.4% | Reduced |
| Lion Street Advisors, LLC | 1,193 | $355.0K | 0.19% | −46−3.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,139 | $353.0K | 0.09% | −39−1.8% | Reduced |
| McDonald Partners LLC | 2,119 | $350.0K | 0.09% | −4−0.2% | Reduced |
| Minot Wealth Management LLC | 2,117 | $349.0K | 0.09% | −862−28.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,115 | $349.0K | 0.17% | −682−24.4% | Reduced |
| Tradition Wealth Management, LLC | 2,113 | $349.0K | 0.05% | −206−8.9% | Reduced |
| Keel Point, LLC | 1,848 | $349.0K | 0.05% | −31−1.6% | Reduced |
| Crewe Advisors LLC | 2,109 | $348.0K | 0.08% | +508+31.7% | Added |
| 17 Capital Partners, LLC | 2,100 | $347.0K | 0.44% | −1,240−37.1% | Reduced |
| Associated Banc-Corp | 2,091 | $345.0K | 0.02% | −310−12.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,848 | $345.0K | 0.15% | +368+24.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,074 | $342.0K | 0.03% | −179−7.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,064 | $341.0K | 0.25% | +2,064 | New |
| Kavar Capital Partners Group, LLC | 2,063 | $340.0K | 0.08% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 1,954 | $340.0K | 0.06% | −182−8.5% | Reduced |
| Studio Investment Management LLC | 2,059 | $340.0K | 0.12% | +2,059 | New |
| WBH Advisory Inc | 1,945 | $339.0K | 0.05% | +583+42.8% | Added |
| Eads & Heald Wealth Management | 2,046 | $338.0K | 0.18% | −825−28.7% | Reduced |
| James Hambro & Partners | 2,050 | $338.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,050 | $338.0K | 0.24% | +124+6.4% | Added |
| Parsec Financial Management, Inc. | 2,041 | $337.0K | 0.02% | −110−5.1% | Reduced |
| Global Trust Asset Management, LLC | 2,034 | $336.0K | 0.17% | −1,301−39.0% | Reduced |
| First Manhattan Co | 2,040 | $336.0K | 0.00% | −20−1.0% | Reduced |
| Evolution Wealth Advisors, LLC | 1,968 | $334.0K | 0.08% | −98−4.7% | Reduced |
| WealthBridge Capital Management, LLC | 2,022 | $334.0K | 0.14% | −3−0.1% | Reduced |
| Janney Capital Management LLC | 2,024 | $334.0K | 0.03% | +542+36.6% | Added |
| Highview Capital Management LLC | 2,006 | $331.0K | 0.25% | −1,611−44.5% | Reduced |
| Interchange Capital Partners, LLC | 2,009 | $331.0K | 0.37% | +286+16.6% | Added |
| Legal Advantage Investments, Inc. | 2,000 | $330.0K | 0.32% | −2,330−53.8% | Reduced |
| Parthenon LLC | 2,000 | $330.0K | 0.06% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $330.0K | 0.06% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,997 | $330.0K | 0.30% | +65+3.4% | Added |
| Wealth Management Associates, Inc. | 1,994 | $329.1K | 0.22% | −1,951−49.5% | Reduced |
| Peterson Wealth Services | 1,993 | $329.0K | 0.24% | −6,853−77.5% | Reduced |
| Childress Capital Advisors, LLC | 1,986 | $328.0K | 0.13% | −354−15.1% | Reduced |
| Csenge Advisory Group | 1,982 | $327.0K | 0.03% | −1,292−39.5% | Reduced |
| WNY Asset Management, LLC | 1,984 | $327.0K | 0.11% | −94−4.5% | Reduced |
| Old Mission Capital LLC | 1,981 | $327.0K | 0.01% | +1,981 | New |
| Twin Focus Capital Partners, LLC | 1,964 | $324.0K | 0.07% | +296+17.7% | Added |
| Hemenway Trust Co LLC | 1,960 | $323.0K | 0.04% | −71−3.5% | Reduced |
| Chiron Capital Management, LLC | 1,957 | $323.0K | 0.20% | +400+25.7% | Added |
| Capital Planning Advisors, LLC | 1,950 | $322.0K | 0.09% | −2,649−57.6% | Reduced |
| Aire Advisors, LLC | 1,952 | $322.0K | 0.11% | −229−10.5% | Reduced |
| Staley Capital Advisers Inc | 1,950 | $322.0K | 0.02% | +1,950 | New |
| Hyperion Capital Advisors LP | 1,934 | $319.0K | 0.15% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,808 | $319.0K | 0.32% | 00.0% | Unchanged |
| Future Fund LLC | 1,914 | $316.0K | 0.72% | +78+4.2% | Added |
| Ategra Capital Management, LLC | 1,914 | $315.9K | 0.17% | +808+73.1% | Added |
| Am Investment Strategies LLC | 1,909 | $315.0K | 0.11% | −360−15.9% | Reduced |
| Proficio Capital Partners LLC | 1,911 | $315.0K | 0.06% | −18−0.9% | Reduced |
| Vantage Consulting Group Inc | 1,911 | $315.0K | 0.18% | +267+16.2% | Added |
| Syntax Advisors, LLC | 1,911 | $315.0K | 0.26% | +267+16.2% | Added |
| Evermay Wealth Management LLC | 1,904 | $314.0K | 0.06% | +154+8.8% | Added |
| Machina Capital S.A.S. | 1,900 | $314.0K | 0.71% | +1,900 | New |
| New World Advisors LLC | 1,910 | $313.0K | 0.17% | +130+7.3% | Added |
| Silverlake Wealth Management LLC | 1,886 | $311.3K | 0.20% | +18+1.0% | Added |
| Doliver Advisors, LP | 1,885 | $311.0K | 0.11% | −334−15.1% | Reduced |