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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 25,425 | $4.20M | 2.05% | +175+0.7% | Added |
| Ingalls & Snyder LLC | 25,362 | $4.19M | 0.22% | +4,217+19.9% | Added |
| Hamilton Wealth, LLC | 25,256 | $4.17M | 1.63% | +24,009+1,925.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 25,243 | $4.17M | 0.20% | +3,821+17.8% | Added |
| Kornitzer Capital Management Inc | 25,211 | $4.16M | 0.08% | +2,950+13.3% | Added |
| Fragasso Group Inc. | 25,196 | $4.16M | 0.56% | −3,785−13.1% | Reduced |
| Icon Wealth Partners, LLC | 25,064 | $4.14M | 0.49% | +562+2.3% | Added |
| Sitrin Capital Management LLC | 24,722 | $4.08M | 2.60% | −485−1.9% | Reduced |
| Maven Securities LTD | 24,626 | $4.06M | 0.72% | +9,760+65.7% | Added |
| Summit Trail Advisors, LLC | 24,514 | $4.05M | 0.25% | −426−1.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 24,499 | $4.04M | 0.48% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 24,403 | $4.03M | 0.31% | −787−3.1% | Reduced |
| Arrow Financial Corp | 24,389 | $4.03M | 0.55% | −222−0.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 24,378 | $4.02M | 1.10% | +2,883+13.4% | Added |
| Cohen Capital Management, Inc. | 24,359 | $4.02M | 0.82% | +6,150+33.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 24,290 | $4.01M | 0.73% | +324+1.4% | Added |
| Siemens Fonds Invest GmbH | 24,287 | $4.01M | 0.42% | −117−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 24,194 | $3.99M | 0.25% | +5,206+27.4% | Added |
| Boothbay Fund Management, LLC | 24,149 | $3.99M | 0.14% | +19,683+440.7% | Added |
| FRG Family Wealth Advisors LLC | 24,079 | $3.97M | 0.92% | +855+3.7% | Added |
| Motley Fool Asset Management LLC | 23,027 | $3.96M | 0.37% | −1,555−6.3% | Reduced |
| Chartwell Investment Partners, LLC | 24,020 | $3.96M | 0.16% | −465−1.9% | Reduced |
| Harbour Capital Advisors, LLC | 23,972 | $3.96M | 1.29% | −232−1.0% | Reduced |
| HBW Advisory Services LLC | 23,948 | $3.95M | 1.07% | +13,053+119.8% | Added |
| Federation des caisses Desjardins du Quebec | 23,823 | $3.93M | 0.04% | −19,989−45.6% | Reduced |
| Atlantic Union Bankshares Corp | 23,778 | $3.92M | 0.40% | −96−0.4% | Reduced |
| Salem Investment Counselors Inc | 23,714 | $3.91M | 0.18% | −3,994−14.4% | Reduced |
| Spinnaker Trust | 23,602 | $3.90M | 0.30% | −275−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 23,566 | $3.89M | 0.38% | −682−2.8% | Reduced |
| Simmons Bank | 23,560 | $3.89M | 0.34% | +2,910+14.1% | Added |
| Caldwell Trust Co | 23,496 | $3.88M | 0.53% | −131−0.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 22,492 | $3.87M | 0.16% | −2,852−11.3% | Reduced |
| Iowa State Bank | 23,393 | $3.86M | 1.02% | +235+1.0% | Added |
| Van Strum & Towne Inc. | 23,381 | $3.86M | 1.64% | +141+0.6% | Added |
| Colony Group LLC | 23,288 | $3.84M | 0.07% | −4,399−15.9% | Reduced |
| Wellington Shields Capital Management, LLC | 88,738 | $3.82M | 0.47% | −21,173−19.3% | Reduced |
| Hyman Charles D | 23,061 | $3.81M | 0.28% | +5,540+31.6% | Added |
| Elite Wealth Management, Inc. | 22,942 | $3.79M | 1.96% | −257−1.1% | Reduced |
| Vestcor Inc | 22,924 | $3.78M | 0.14% | +7,438+48.0% | Added |
| Plimoth Trust Co LLC | 22,891 | $3.78M | 1.19% | +2,102+10.1% | Added |
| Harbor Investment Advisory, LLC | 22,838 | $3.77M | 0.60% | −1,874−7.6% | Reduced |
| Venture Visionary Partners LLC | 22,822 | $3.77M | 0.29% | +194+0.9% | Added |
| GAM Holding AG | 21,404 | $3.76M | 0.25% | −28,963−57.5% | Reduced |
| Garde Capital, Inc. | 22,658 | $3.74M | 0.46% | −3,530−13.5% | Reduced |
| Spire Wealth Management | 22,636 | $3.74M | 0.15% | −10,196−31.1% | Reduced |
| Summit Financial, LLC | 22,621 | $3.73M | 0.35% | +8,180+56.6% | Added |
| Meridian Management Co | 22,610 | $3.73M | 1.44% | +421+1.9% | Added |
| RB Capital Management, LLC | 22,509 | $3.71M | 1.38% | +368+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 22,398 | $3.70M | 0.47% | +3,308+17.3% | Added |
| Twin Capital Management Inc | 22,249 | $3.67M | 0.47% | −262−1.2% | Reduced |
| HighPoint Advisor Group LLC | 21,223 | $3.67M | 0.40% | +21,223 | New |
| ACG Wealth | 22,014 | $3.64M | 0.74% | +1,776+8.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $3.63M | 2.10% | −3,000−12.0% | Reduced |
| Quattro Financial Advisors LLC | 22,000 | $3.63M | 1.23% | +17,100+349.0% | Added |
| MAI Capital Management | 21,732 | $3.59M | 0.07% | −57,128−72.4% | Reduced |
| Vision Capital Management, Inc. | 21,680 | $3.58M | 0.67% | +6,404+41.9% | Added |
| Kadensa Capital Ltd | 21,425 | $3.54M | 1.34% | +21,425 | New |
| Roundview Capital LLC | 21,373 | $3.53M | 0.42% | −2,664−11.1% | Reduced |
| GWM Advisors LLC | 21,336 | $3.52M | 0.06% | +347+1.7% | Added |
| Brookstone Capital Management | 19,874 | $3.49M | 0.08% | −1,291−6.1% | Reduced |
| Andra AP-fonden | 20,998 | $3.47M | 0.10% | +20,998 | New |
| GPS Wealth Strategies Group, LLC | 20,882 | $3.45M | 0.88% | −2,272−9.8% | Reduced |
| Acadian Asset Management LLC | 20,806 | $3.43M | 0.02% | +5,877+39.4% | Added |
| Once Capital Management, LLC | 20,800 | $3.43M | 4.37% | 00.0% | Unchanged |
| Karp Capital Management Corp | 20,551 | $3.39M | 0.60% | −4,708−18.6% | Reduced |
| Thoroughbred Financial Services, LLC | 20,534 | $3.39M | 0.62% | +554+2.8% | Added |
| Hoylecohen, LLC | 20,515 | $3.39M | 0.35% | +1,960+10.6% | Added |
| Privium Fund Management B.V. | 20,450 | $3.38M | 1.14% | +16,641+436.9% | Added |
| Stoneridge Investment Partners LLC | 20,446 | $3.37M | 1.86% | −2,325−10.2% | Reduced |
| Bray Capital Advisors | 20,430 | $3.37M | 1.01% | +125+0.6% | Added |
| Quest Investment Management LLC | 20,421 | $3.37M | 0.40% | −40,042−66.2% | Reduced |
| Girard Partners Ltd. | 20,287 | $3.35M | 0.43% | −914−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 20,238 | $3.34M | 0.26% | −1,316−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 20,216 | $3.34M | 0.10% | +4,163+25.9% | Added |
| Lazard Freres Gestion S.A.S. | 20,169 | $3.33M | 0.12% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.32M | 3.54% | 00.0% | Unchanged |
| Mark Asset Management LP | 20,000 | $3.30M | 0.80% | +20,000 | New |
| Arkadios Wealth Advisors | 19,884 | $3.28M | 0.49% | +9,024+83.1% | Added |
| Security National Bank | 19,831 | $3.27M | 0.91% | +344+1.8% | Added |
| Ocean Capital Management, LLC | 19,945 | $3.25M | 1.78% | −355−1.7% | Reduced |
| South State Corp. | 19,700 | $3.25M | 0.31% | −617−3.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 19,622 | $3.24M | 0.32% | +184+0.9% | Added |
| Westbourne Investment Advisors, Inc. | 19,604 | $3.23M | 2.01% | +5,861+42.6% | Added |
| Zions Bancorporation, N.A. | 19,493 | $3.22M | 0.32% | +597+3.2% | Added |
| Level Four Advisory Services, LLC | 19,332 | $3.19M | 0.30% | +2,219+13.0% | Added |
| Element Capital Management LLC | 19,313 | $3.19M | 1.60% | +6,438+50.0% | Added |
| Moody Lynn & Lieberson, LLC | 19,276 | $3.18M | 0.29% | +13,640+242.0% | Added |
| Fundamentun, LLC | 19,215 | $3.17M | 0.60% | +1,749+10.0% | Added |
| Bridge Creek Capital Management LLC | 19,190 | $3.17M | 1.29% | +331+1.8% | Added |
| First Foundation Advisors | 19,145 | $3.16M | 0.14% | −6,431−25.1% | Reduced |
| Veritable, L.P. | 19,098 | $3.15M | 0.06% | +1,748+10.1% | Added |
| Empirical Finance, LLC | 18,892 | $3.12M | 0.40% | +1,111+6.2% | Added |
| Mirador Capital Partners LP | 18,798 | $3.10M | 0.73% | +395+2.1% | Added |
| Cohen Lawrence B | 18,770 | $3.10M | 2.21% | +108+0.6% | Added |
| BDO Wealth Advisors, LLC | 18,709 | $3.09M | 0.38% | −258−1.4% | Reduced |
| Dillon & Associates Inc | 18,637 | $3.08M | 0.69% | +437+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 18,628 | $3.08M | 0.31% | +3,118+20.1% | Added |
| Pinnacle Associates Ltd | 18,509 | $3.06M | 0.07% | −882−4.5% | Reduced |
| Moody National Bank Trust Division | 18,244 | $3.01M | 0.32% | +629+3.6% | Added |
| First Interstate Bank | 18,163 | $3.00M | 0.23% | +982+5.7% | Added |