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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 36,210 | $5.98M | 0.46% | −511−1.4% | Reduced |
| United Services Automobile Association | 36,063 | $5.95M | 0.16% | +36,063 | New |
| Gilder Gagnon Howe & Co LLC | 35,821 | $5.91M | 0.11% | −84,598−70.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 35,636 | $5.88M | 1.82% | +5,830+19.6% | Added |
| Atria Wealth Solutions, Inc. | 35,402 | $5.84M | 0.12% | −3,697−9.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 35,290 | $5.82M | 0.38% | +3,200+10.0% | Added |
| Whittier Trust Co of Nevada Inc | 35,241 | $5.82M | 0.24% | +1,224+3.6% | Added |
| Valeo Financial Advisors, LLC | 81,360 | $5.81M | 0.37% | +6,670+8.9% | Added |
| St Germain D J Co Inc | 35,188 | $5.81M | 0.38% | +141+0.4% | Added |
| Parsons Capital Management Inc | 35,109 | $5.79M | 0.52% | −2,214−5.9% | Reduced |
| Profund Advisors LLC | 35,008 | $5.78M | 0.37% | −9,608−21.5% | Reduced |
| Meyer Handelman Co | 34,715 | $5.73M | 0.25% | +4,800+16.0% | Added |
| Seven Post Investment Office LP | 34,629 | $5.71M | 2.13% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 34,401 | $5.68M | 0.23% | −1,779−4.9% | Reduced |
| Lee Capital Holdings LLC | 34,330 | $5.67M | 4.60% | +34,330 | New |
| Avantax Advisory Services, Inc. | 34,308 | $5.66M | 0.09% | +1,111+3.3% | Added |
| Kestra Private Wealth Services, LLC | 34,108 | $5.63M | 0.32% | +398+1.2% | Added |
| Fiduciary Group LLC | 30,085 | $5.62M | 0.70% | −2,918−8.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,944 | $5.60M | 0.51% | +4,870+16.8% | Added |
| Cutler Group LP | 33,927 | $5.60M | 0.76% | +15,260+81.7% | Added |
| Everence Capital Management Inc | 33,867 | $5.59M | 0.50% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 33,502 | $5.53M | 1.45% | −393−1.2% | Reduced |
| Autus Asset Management, LLC | 32,608 | $5.38M | 0.96% | +1,288+4.1% | Added |
| Verition Fund Management LLC | 32,386 | $5.34M | 0.12% | +23,981+285.3% | Added |
| Oak Harvest Investment Services | 32,360 | $5.34M | 1.44% | +339+1.1% | Added |
| Brant Point Investment Management LLC | 32,200 | $5.31M | 1.31% | +32,200 | New |
| Crossvault Capital Management LLC | 32,132 | $5.30M | 2.09% | −4,166−11.5% | Reduced |
| Advisor Partners LLC | 31,935 | $5.27M | 0.37% | +6,632+26.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,928 | $5.27M | 0.26% | +10,293+47.6% | Added |
| Spark Investment Management LLC | 31,800 | $5.25M | 7.63% | −25,000−44.0% | Reduced |
| Osborne Partners Capital Management, LLC | 31,786 | $5.25M | 0.40% | +31,786 | New |
| RPG Investment Advisory, LLC | 31,308 | $5.17M | 1.05% | +2,977+10.5% | Added |
| Raymond James Trust N.A. | 31,302 | $5.17M | 0.18% | −961−3.0% | Reduced |
| D.A. Davidson & Co. | 31,071 | $5.13M | 0.06% | +2,515+8.8% | Added |
| Capula Management Ltd | 31,035 | $5.12M | 0.72% | +31,035 | New |
| Allstate Corp | 31,031 | $5.12M | 0.16% | −14,223−31.4% | Reduced |
| Bank of the West | 30,957 | $5.11M | 0.65% | −8,102−20.7% | Reduced |
| Pathstone Family Office, LLC | 30,926 | $5.10M | 0.11% | +10,352+50.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30,911 | $5.10M | 3.27% | −2,500−7.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 30,875 | $5.10M | 0.61% | −1,419−4.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 30,679 | $5.06M | 0.79% | −1,940−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,646 | $5.06M | 0.43% | +29,597+2,821.4% | Added |
| Stratos Wealth Partners, LTD. | 30,562 | $5.04M | 0.13% | −844−2.7% | Reduced |
| Fiduciary Trust Co | 30,432 | $5.02M | 0.11% | −2,091−6.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,417 | $5.02M | 0.09% | +9,148+43.0% | Added |
| Point72 Hong Kong Ltd | 30,402 | $5.02M | 0.32% | +3,515+13.1% | Added |
| Financial Partners Capital Management LLC | 30,379 | $5.01M | 1.08% | +9,218+43.6% | Added |
| Mirova | 30,178 | $4.98M | 0.71% | +14,842+96.8% | Added |
| Brighton Jones LLC | 30,158 | $4.98M | 0.29% | +2,897+10.6% | Added |
| Stonebridge Capital Advisors LLC | 30,079 | $4.96M | 0.60% | +26,017+640.5% | Added |
| SP Asset Management | 30,044 | $4.96M | 0.63% | −44−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 30,033 | $4.96M | 2.89% | +29,653+7,803.4% | Added |
| Hunt Lane Capital LP | 30,000 | $4.95M | 6.89% | +30,000 | New |
| Prentiss Smith & Co Inc | 29,898 | $4.93M | 3.81% | −21−0.1% | Reduced |
| Webster Bank, N. A. | 29,890 | $4.93M | 0.67% | −560−1.8% | Reduced |
| Shufro Rose & Co LLC | 29,646 | $4.89M | 0.42% | −16,305−35.5% | Reduced |
| Cresset Asset Management, LLC | 30,005 | $4.85M | 0.06% | −394−1.3% | Reduced |
| Strategic Advisors LLC | 29,390 | $4.85M | 1.01% | −722−2.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,896 | $4.77M | 3.22% | +792+2.8% | Added |
| WoodTrust Financial Corp | 28,724 | $4.74M | 1.06% | +1,743+6.5% | Added |
| Dowling & Yahnke LLC | 28,614 | $4.72M | 0.22% | −738−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 28,493 | $4.70M | 0.26% | +8,926+45.6% | Added |
| Prudential PLC | 28,454 | $4.70M | 0.09% | −5,999−17.4% | Reduced |
| Azzad Asset Management Inc | 26,868 | $4.69M | 0.46% | +11,783+78.1% | Added |
| Flputnam Investment Management Co | 28,307 | $4.67M | 0.17% | −215−0.8% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $4.67M | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 28,213 | $4.66M | 0.50% | −68−0.2% | Reduced |
| Strategic Wealth Designers | 28,069 | $4.63M | 1.16% | +1,887+7.2% | Added |
| National Asset Management, Inc. | 27,883 | $4.60M | 0.19% | −5,835−17.3% | Reduced |
| Gardner Lewis Asset Management L P | 27,847 | $4.60M | 0.97% | +5,225+23.1% | Added |
| Kemnay Advisory Services Inc. | 27,779 | $4.58M | 1.11% | 00.0% | Unchanged |
| LGT Group Foundation | 27,754 | $4.58M | 0.14% | +16+0.1% | Added |
| Consolidated Investment Group LLC | 27,600 | $4.55M | 0.87% | 00.0% | Unchanged |
| Toroso Investments, LLC | 27,505 | $4.54M | 0.17% | −6,887−20.0% | Reduced |
| Assetmark, Inc | 27,404 | $4.52M | 0.02% | +7,403+37.0% | Added |
| Bogart Wealth, LLC | 27,401 | $4.52M | 0.40% | +3,856+16.4% | Added |
| Trust Co of Kansas | 27,368 | $4.52M | 2.65% | −4,534−14.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 27,159 | $4.48M | 2.03% | +324+1.2% | Added |
| FourThought Financial, LLC | 26,988 | $4.45M | 0.65% | +2,082+8.4% | Added |
| Jag Capital Management, LLC | 26,941 | $4.45M | 0.55% | +4,275+18.9% | Added |
| AO Asset Management, LP | 26,800 | $4.42M | 3.05% | +26,800 | New |
| DuPont Capital Management Corp | 26,755 | $4.42M | 0.21% | −4,844−15.3% | Reduced |
| Alps Advisors Inc | 26,753 | $4.42M | 0.04% | +13,473+101.5% | Added |
| Trexquant Investment LP | 26,713 | $4.41M | 0.20% | +26,713 | New |
| Scholtz & Company, LLC | 26,551 | $4.38M | 2.69% | −2,885−9.8% | Reduced |
| Shikiar Asset Management Inc | 26,553 | $4.38M | 1.68% | −212−0.8% | Reduced |
| Harbor Capital Advisors, Inc. | 26,538 | $4.38M | 3.33% | −1,602−5.7% | Reduced |
| Snowden Capital Advisors LLC | 26,532 | $4.38M | 0.20% | +2,825+11.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,441 | $4.36M | 1.02% | +263+1.0% | Added |
| Nixon Peabody Trust Co | 26,353 | $4.35M | 1.97% | −2,001−7.1% | Reduced |
| Lord, Abbett & Co. LLC | 26,243 | $4.33M | 0.02% | +9,767+59.3% | Added |
| Independent Advisor Alliance | 26,233 | $4.33M | 0.24% | −16,231−38.2% | Reduced |
| Marietta Wealth Management, LLC | 26,203 | $4.33M | 1.05% | +2,638+11.2% | Added |
| Wetherby Asset Management Inc | 26,104 | $4.31M | 0.29% | +2,507+10.6% | Added |
| Pallas Capital Advisors LLC | 23,568 | $4.30M | 0.59% | +2,115+9.9% | Added |
| Global Endowment Management, LP | 25,984 | $4.29M | 0.38% | −110,988−81.0% | Reduced |
| Sepio Capital, LP | 25,871 | $4.27M | 0.43% | −2,234−7.9% | Reduced |
| Marks Group Wealth Management, Inc | 25,841 | $4.26M | 0.62% | +1,845+7.7% | Added |
| Shelton Capital Management | 25,501 | $4.21M | 0.19% | +5,900+30.1% | Added |
| RNC Capital Management LLC | 25,482 | $4.21M | 0.24% | −213−0.8% | Reduced |