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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Northstar Asset Management Inc | 53,138 | $8.77M | 2.89% | −349−0.7% | Reduced |
| AlphaCrest Capital Management LLC | 52,983 | $8.74M | 0.42% | +36,047+212.8% | Added |
| Credit Agricole S A | 52,896 | $8.73M | 0.35% | +11,760+28.6% | Added |
| Edge Wealth Management LLC | 52,665 | $8.69M | 1.88% | −255−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 52,573 | $8.68M | 0.42% | −2,202−4.0% | Reduced |
| Shell Asset Management Co | 52,123 | $8.60M | 0.25% | −46,617−47.2% | Reduced |
| Oppenheimer & Co Inc | 51,826 | $8.55M | 0.18% | −2,229−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 51,705 | $8.53M | 0.22% | +1,349+2.7% | Added |
| Banque Cantonale Vaudoise | 50,564 | $8.35M | 0.43% | −3,115−5.8% | Reduced |
| Sandy Spring Bank | 50,413 | $8.32M | 0.50% | −2,272−4.3% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 50,200 | $8.29M | 1.20% | +3,600+7.7% | Added |
| Covington Investment Advisors Inc. | 50,199 | $8.29M | 2.09% | −210.0% | Reduced |
| Mercer Global Advisors Inc | 50,075 | $8.27M | 0.05% | −6,423−11.4% | Reduced |
| Chesley Taft & Associates LLC | 50,012 | $8.25M | 0.56% | −188−0.4% | Reduced |
| Achmea Investment Management B.V. | 49,881 | $8.23M | 0.27% | −961−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 49,717 | $8.21M | 0.17% | −29,554−37.3% | Reduced |
| Stillwater Capital Advisors, LLC | 49,751 | $8.21M | 1.53% | +1,743+3.6% | Added |
| Xcel Wealth Management, LLC | 49,122 | $8.11M | 2.95% | +5,625+12.9% | Added |
| Neville Rodie & Shaw Inc | 48,979 | $8.08M | 0.72% | −988−2.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,980 | $8.08M | 0.34% | +18,277+59.5% | Added |
| Calamos Wealth Management LLC | 48,717 | $8.04M | 0.71% | +1,184+2.5% | Added |
| Aptus Capital Advisors, LLC | 48,674 | $8.03M | 0.27% | +2,569+5.6% | Added |
| Gifford Fong Associates | 47,621 | $7.86M | 1.83% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 47,574 | $7.85M | 0.27% | +1,512+3.3% | Added |
| Selective Wealth Management, Inc. | 47,127 | $7.78M | 2.77% | +16,315+53.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 46,997 | $7.76M | 2.08% | −47,450−50.2% | Reduced |
| Progressive Investment Management Corp | 46,416 | $7.66M | 2.99% | +870+1.9% | Added |
| Nomura Holdings Inc | 45,107 | $7.64M | 0.07% | −343,697−88.4% | Reduced |
| Buckingham Capital Management, Inc. | 46,179 | $7.62M | 1.43% | +1,018+2.3% | Added |
| Covington Capital Management | 45,991 | $7.59M | 0.31% | −2,413−5.0% | Reduced |
| Invenomic Capital Management LP | 45,836 | $7.57M | 0.66% | +45,836 | New |
| Private Asset Management Inc | 45,612 | $7.53M | 1.22% | +7,801+20.6% | Added |
| Philadelphia Trust Co | 45,437 | $7.50M | 0.77% | −10,315−18.5% | Reduced |
| Azimuth Capital Investment Management LLC | 45,200 | $7.46M | 0.38% | +45,200 | New |
| Captrust Financial Advisors | 45,040 | $7.43M | 0.05% | +9,682+27.4% | Added |
| McRae Capital Management Inc | 44,847 | $7.40M | 2.01% | −808−1.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 42,671 | $7.37M | 1.10% | +2,970+7.5% | Added |
| Ashfield Capital Partners, LLC | 44,650 | $7.37M | 0.57% | +7,387+19.8% | Added |
| CFM Wealth Partners LLC | 44,410 | $7.33M | 2.20% | −696−1.5% | Reduced |
| Barrier Capital Management, LLC | 44,218 | $7.30M | 9.45% | +44,218 | New |
| Forbes J M & Co LLP | 44,189 | $7.29M | 1.07% | −140−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 44,050 | $7.27M | 0.31% | −800−1.8% | Reduced |
| Exchange Capital Management, Inc. | 43,940 | $7.25M | 1.58% | +2,139+5.1% | Added |
| Westwood Management Corp | 43,724 | $7.22M | 0.91% | −600−1.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 43,562 | $7.19M | 0.20% | −1,426−3.2% | Reduced |
| Rothschild Investment Corp | 43,541 | $7.19M | 0.66% | +855+2.0% | Added |
| Iyo Bank, Ltd. | 43,532 | $7.18M | 2.39% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 43,449 | $7.17M | 0.16% | +956+2.2% | Added |
| Moreno Evelyn V | 43,360 | $7.16M | 1.67% | −2,126−4.7% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $7.13M | 0.17% | +18,055+71.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 43,053 | $7.11M | 0.76% | +6,592+18.1% | Added |
| Annex Advisory Services, LLC | 43,045 | $7.10M | 0.51% | +8,605+25.0% | Added |
| Carroll Investors, Inc | 43,014 | $7.10M | 6.45% | +2,601+6.4% | Added |
| AE Wealth Management LLC | 42,971 | $7.09M | 0.06% | +2,112+5.2% | Added |
| Ethic Inc. | 42,765 | $7.06M | 0.49% | +5,365+14.3% | Added |
| Kinneret Advisory, LLC | 42,722 | $7.05M | 0.91% | +905+2.2% | Added |
| Allen Investment Management LLC | 42,320 | $6.98M | 0.11% | +22+0.1% | Added |
| Keybank National Association | 42,280 | $6.98M | 0.03% | −1,706−3.9% | Reduced |
| Hillman Capital Management, Inc. | 42,242 | $6.97M | 2.53% | +8,427+24.9% | Added |
| Sand Hill Global Advisors, LLC | 42,006 | $6.93M | 0.39% | +1,799+4.5% | Added |
| Baker Tilly Wealth Management, LLC | 41,997 | $6.93M | 0.91% | +3,098+8.0% | Added |
| Waverton Investment Management Ltd | 41,307 | $6.82M | 0.27% | −39,006−48.6% | Reduced |
| Cetera Investment Advisers | 41,283 | $6.81M | 0.11% | +1,846+4.7% | Added |
| Regentatlantic Capital LLC | 41,281 | $6.81M | 0.22% | +10,163+32.7% | Added |
| Bryn Mawr Trust Co | 40,882 | $6.75M | 0.31% | +20,156+97.2% | Added |
| Intech Investment Management LLC | 40,599 | $6.70M | 0.04% | +40,599 | New |
| Prospera Financial Services Inc | 40,511 | $6.69M | 0.34% | +5,829+16.8% | Added |
| Central Trust Co | 40,505 | $6.68M | 0.22% | −498−1.2% | Reduced |
| Motco | 40,448 | $6.68M | 0.50% | +2,205+5.8% | Added |
| Grassi Investment Management | 40,096 | $6.62M | 0.88% | +1,650+4.3% | Added |
| Sachem Head Capital Management LP | 40,000 | $6.60M | 0.20% | −213,100−84.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 39,753 | $6.56M | 0.36% | −428−1.1% | Reduced |
| Congress Asset Management Co | 39,697 | $6.55M | 0.06% | −9,793−19.8% | Reduced |
| Bank Hapoalim BM | 39,602 | $6.54M | 0.83% | +446+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 39,577 | $6.53M | 0.37% | +8,477+27.3% | Added |
| Evercore Wealth Management, LLC | 39,479 | $6.51M | 0.14% | +80+0.2% | Added |
| Commerce Bank | 39,298 | $6.49M | 0.05% | −10,296−20.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 39,200 | $6.47M | 2.72% | +1,200+3.2% | Added |
| CMH Wealth Management LLC | 39,158 | $6.46M | 2.34% | +16,003+69.1% | Added |
| Marlowe Partners LP | 39,047 | $6.44M | 6.69% | +3,429+9.6% | Added |
| Parallel Advisors, LLC | 39,013 | $6.44M | 0.30% | −487−1.2% | Reduced |
| Unio Capital LLC | 39,005 | $6.44M | 3.70% | +9,213+30.9% | Added |
| Wedbush Securities Inc | 38,879 | $6.42M | 0.35% | +251+0.6% | Added |
| Sigma Planning Corp | 38,809 | $6.41M | 0.23% | −4,160−9.7% | Reduced |
| Moors & Cabot, Inc. | 38,734 | $6.39M | 0.46% | −264−0.7% | Reduced |
| Codex Capital, L.L.C. | 30,000 | $6.37M | 3.89% | 00.0% | Unchanged |
| EVR Research LP | 38,400 | $6.34M | 1.87% | +38,400 | New |
| Johnson Investment Counsel Inc | 38,061 | $6.28M | 0.09% | −2,168−5.4% | Reduced |
| AXS Investments LLC | 37,742 | $6.23M | 2.21% | −5,125−12.0% | Reduced |
| Highland Capital Management, LLC | 37,728 | $6.23M | 0.45% | −79−0.2% | Reduced |
| Means Investment Co., Inc. | 37,387 | $6.17M | 1.31% | +663+1.8% | Added |
| Private Capital Advisors, Inc. | 37,033 | $6.11M | 1.03% | +740+2.0% | Added |
| KCM Investment Advisors LLC | 36,999 | $6.11M | 0.27% | −1,859−4.8% | Reduced |
| Natixis Investment Managers International | 36,910 | $6.09M | 0.12% | +14,797+66.9% | Added |
| Novare Capital Management LLC | 36,854 | $6.08M | 0.75% | +279+0.8% | Added |
| Quintet Private Bank (Europe) S.A. | 28,716 | $6.08M | 0.29% | +28,716 | New |
| First National Trust Co | 36,811 | $6.08M | 0.34% | −564−1.5% | Reduced |
| Corbenic Partners LLC | 36,436 | $6.01M | 1.58% | −3,315−8.3% | Reduced |
| Exencial Wealth Advisors, LLC | 36,387 | $6.00M | 0.34% | −2,003−5.2% | Reduced |
| Brookfield Asset Management Inc. | 36,314 | $5.99M | 0.03% | +11,876+48.6% | Added |