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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 1,884 | $311.0K | 0.25% | −33−1.7% | Reduced |
| Sargent Bickham Lagudis LLC | 1,882 | $311.0K | 0.03% | +273+17.0% | Added |
| First Capital Advisors Group, LLC. | 1,887 | $311.0K | 0.21% | +1,887 | New |
| Angeles Investment Advisors, LLC | 1,870 | $309.0K | 0.03% | +715+61.9% | Added |
| Traynor Capital Management, Inc. | 1,868 | $308.0K | 0.05% | +359+23.8% | Added |
| Econ Financial Services Corp | 1,861 | $307.0K | 0.25% | +1,840+8,761.9% | Added |
| Gsa Capital Partners LLP | 1,850 | $305.0K | 0.05% | +157+9.3% | Added |
| WMS Partners, LLC | 1,851 | $305.0K | 0.05% | +259+16.3% | Added |
| Two Sigma Securities, LLC | 1,829 | $302.0K | 0.05% | −22,006−92.3% | Reduced |
| Ancora Advisors, LLC | 1,831 | $302.0K | 0.01% | −72−3.8% | Reduced |
| Sender Co & Partners, Inc. | 1,822 | $301.0K | 2.55% | −10,196−84.8% | Reduced |
| Synergy Financial Management, LLC | 1,824 | $301.0K | 0.08% | −2,251−55.2% | Reduced |
| Bridgefront Capital, LLC | 1,822 | $301.0K | 0.33% | +1,822 | New |
| Whitener Capital Management, Inc. | 1,816 | $299.0K | 0.13% | −1,970−52.0% | Reduced |
| ICA Group Wealth Management, LLC | 1,622 | $298.0K | 0.06% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 1,800 | $297.0K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,799 | $297.0K | 0.05% | +87+5.1% | Added |
| True North Advisors, LLC | 1,803 | $297.0K | 0.09% | +122+7.3% | Added |
| Heritage Wealth Management, LLC | 1,799 | $296.9K | 0.10% | −144−7.4% | Reduced |
| Reuter James Wealth Management, LLC | 1,793 | $296.0K | 0.18% | −297−14.2% | Reduced |
| Great Lakes Advisors, LLC | 1,792 | $296.0K | 0.01% | −98−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 1,791 | $296.0K | 0.00% | −65−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,789 | $295.0K | 0.05% | −603−25.2% | Reduced |
| Silver Oak Securities, Inc | 1,614 | $294.0K | 0.07% | −44−2.7% | Reduced |
| Private Portfolio Partners LLC | 1,779 | $293.6K | 0.08% | −53−2.9% | Reduced |
| Wolverine Asset Management LLC | 1,781 | $293.0K | 0.00% | −100−5.3% | Reduced |
| DeDora Capital, Inc. | 1,773 | $293.0K | 0.15% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,773 | $293.0K | 0.11% | +175+11.0% | Added |
| Wayfinding Financial, LLC | 1,769 | $292.0K | 0.26% | +48+2.8% | Added |
| Prentice Wealth Management LLC | 1,770 | $292.0K | 0.30% | +1,770 | New |
| Pinnacle Bancorp, Inc. | 1,763 | $291.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,755 | $290.0K | 0.05% | −1,074−38.0% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $290.0K | 0.54% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,756 | $290.0K | 0.12% | +10+0.6% | Added |
| Lebenthal Global Advisors, LLC | 1,761 | $290.0K | 0.14% | +345+24.4% | Added |
| Curated Wealth Partners LLC | 1,746 | $287.0K | 0.08% | +117+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,732 | $286.0K | 0.06% | −486−21.9% | Reduced |
| Gill Capital Partners, LLC | 1,348 | $286.0K | 0.13% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,726 | $285.0K | 0.02% | −185−9.7% | Reduced |
| Calton & Associates, Inc. | 1,725 | $284.0K | 0.16% | −283−14.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,720 | $284.0K | 0.04% | +150+9.6% | Added |
| Modera Wealth Management, LLC | 1,713 | $283.0K | 0.01% | −82−4.6% | Reduced |
| Austin Private Wealth, LLC | 1,713 | $283.0K | 0.06% | −14−0.8% | Reduced |
| Capital Performance Advisors LLP | 1,702 | $281.0K | 0.17% | +77+4.7% | Added |
| Tompkins Financial Corp | 1,706 | $281.0K | 0.05% | +292+20.7% | Added |
| Norris Financial Group, LLC | 1,693 | $279.4K | 0.22% | −5,021−74.8% | Reduced |
| CVA Family Office, LLC | 1,691 | $279.0K | 0.08% | −448−20.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,693 | $279.0K | 0.17% | −10−0.6% | Reduced |
| Aevitas Wealth Management, Inc. | 1,679 | $277.0K | 0.19% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,680 | $277.0K | 0.20% | +59+3.6% | Added |
| Apriem Advisors | 1,680 | $277.0K | 0.05% | +230+15.9% | Added |
| HighVista Strategies LLC | 1,676 | $277.0K | 0.17% | +1,676 | New |
| Conway Capital Management, Inc. | 1,675 | $276.4K | 0.25% | −685−29.0% | Reduced |
| Venturi Wealth Management, LLC | 1,672 | $276.0K | 0.02% | −485−22.5% | Reduced |
| Pinnacle Private Wealth, LLC | 1,663 | $274.0K | 0.11% | −941−36.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $273.0K | 0.86% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,648 | $272.0K | 0.03% | +339+25.9% | Added |
| MONECO Advisors, LLC | 1,637 | $270.0K | 0.10% | +157+10.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,625 | $268.0K | 0.17% | −168−9.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,616 | $267.0K | 0.04% | −134−7.7% | Reduced |
| IFG Advisory, LLC | 1,614 | $266.0K | 0.03% | +184+12.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,601 | $264.0K | 0.15% | +97+6.4% | Added |
| Pensionmark Financial Group, LLC | 1,392 | $264.0K | 0.06% | −72−4.9% | Reduced |
| Weybosset Research & Management LLC | 1,450 | $264.0K | 0.13% | +1,450 | New |
| Buffington Mohr McNeal | 1,586 | $262.0K | 0.06% | −3,612−69.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,589 | $262.0K | 0.09% | −170−9.7% | Reduced |
| Pacer Advisors, Inc. | 1,581 | $261.0K | 0.00% | −72,517−97.9% | Reduced |
| Beck Bode, LLC | 1,581 | $261.0K | 0.06% | +376+31.2% | Added |
| Pathway Financial Advisors LLC | 1,570 | $259.0K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,569 | $259.0K | 0.20% | 00.0% | Unchanged |
| Well Done, LLC | 1,567 | $259.0K | 0.06% | +105+7.2% | Added |
| H. L. Ormond & Company, LLC | 1,563 | $258.0K | 0.42% | −1,215−43.7% | Reduced |
| Quad-Cities Investment Group, LLC | 1,562 | $258.0K | 0.19% | +60+4.0% | Added |
| Centiva Capital, LP | 1,560 | $257.0K | 0.01% | −4,936−76.0% | Reduced |
| Powers Advisory Group, LLC | 1,555 | $257.0K | 0.20% | −20−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,559 | $257.0K | 0.09% | +19+1.2% | Added |
| SPC Financial, Inc. | 1,556 | $257.0K | 0.03% | +102+7.0% | Added |
| Waypoint Wealth Partners Inc. | 1,553 | $256.0K | 0.10% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,547 | $255.0K | 0.02% | −12−0.8% | Reduced |
| Blue Barn Wealth, LLC | 1,546 | $255.0K | 0.20% | +44+2.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $254.0K | 0.13% | −117−7.1% | Reduced |
| Berger Financial Group, Inc | 1,539 | $254.0K | 0.04% | +98+6.8% | Added |
| Canton Hathaway, LLC | 1,538 | $254.0K | 0.09% | +100+7.0% | Added |
| Altus Wealth Group LLC | 937 | $254.0K | 0.25% | −29−3.0% | Reduced |
| NTB Financial Corp | 1,530 | $253.0K | 0.20% | +1,530 | New |
| Waters Parkerson & Co., LLC | 1,522 | $251.0K | 0.02% | +566+59.2% | Added |
| KWB Wealth | 1,514 | $250.0K | 0.05% | −45−2.9% | Reduced |
| Grandfield & Dodd, LLC | 1,491 | $250.0K | 0.02% | +10+0.7% | Added |
| XTX Topco Ltd | 1,511 | $249.0K | 0.10% | −1,106−42.3% | Reduced |
| Mengis Capital Management, Inc. | 1,510 | $249.0K | 0.05% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,504 | $248.0K | 0.10% | −1−0.1% | Reduced |
| Notis-McConarty Edward | 1,500 | $248.0K | 0.10% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,500 | $248.0K | 0.06% | +1,500 | New |
| Capital Advisory Group Advisory Services, LLC | 1,479 | $247.0K | 0.15% | −1,216−45.1% | Reduced |
| Busey Wealth Management | 1,494 | $247.0K | 0.01% | +40+2.8% | Added |
| Heritage Wealth Advisors | 1,492 | $246.0K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,484 | $245.0K | 0.02% | +504+51.4% | Added |
| CCG Wealth Management, LLC | 1,479 | $244.0K | 0.14% | +4+0.3% | Added |
| Formidable Asset Management, LLC | 1,448 | $244.0K | 0.05% | −16−1.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,449 | $244.0K | 0.18% | +55+3.9% | Added |