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 |
|---|---|---|---|---|---|
| Bouvel Investment Partners, LLC | 18,092 | $2.99M | 2.25% | +55+0.3% | Added |
| Snowhook Capital Management LP | 18,013 | $2.97M | 1.51% | −52,453−74.4% | Reduced |
| Morningstar Investment Services LLC | 17,412 | $2.97M | 0.04% | +1,464+9.2% | Added |
| PKO Investment Management Joint-Stock Co | 18,000 | $2.97M | 0.43% | −5,000−21.7% | Reduced |
| Invst, LLC | 15,644 | $2.95M | 0.46% | +149+1.0% | Added |
| Advisors Asset Management, Inc. | 17,831 | $2.94M | 0.05% | +17,831 | New |
| Cypress Capital Group | 17,815 | $2.94M | 0.45% | −11,290−38.8% | Reduced |
| Asio Capital, LLC | 17,805 | $2.94M | 0.93% | +2,152+13.7% | Added |
| Tsai Capital Corp | 17,730 | $2.93M | 3.47% | −11,871−40.1% | Reduced |
| LGT Fund Management Co Ltd. | 17,727 | $2.93M | 0.43% | +9,257+109.3% | Added |
| Miracle Mile Advisors, LLC | 17,593 | $2.90M | 0.14% | −2,023−10.3% | Reduced |
| Belpointe Asset Management LLC | 17,547 | $2.90M | 0.19% | −2,158−11.0% | Reduced |
| Burleson & Company, LLC | 17,521 | $2.89M | 0.63% | −1,702−8.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 17,500 | $2.89M | 0.79% | +3,115+21.7% | Added |
| Symphony Financial, Ltd. Co. | 16,931 | $2.89M | 0.85% | +5,682+50.5% | Added |
| Bessemer Group Inc | 17,487 | $2.88M | 0.01% | −4,993−22.2% | Reduced |
| Clearstead Advisors, LLC | 17,383 | $2.87M | 0.22% | +3,949+29.4% | Added |
| Lincoln National Corp | 17,363 | $2.87M | 0.07% | −2,035−10.5% | Reduced |
| Roberts Wealth Advisors, LLC | 16,286 | $2.86M | 1.25% | +725+4.7% | Added |
| KMG Fiduciary Partners, LLC | 17,285 | $2.85M | 0.53% | −1,734−9.1% | Reduced |
| CX Institutional | 17,270 | $2.85M | 0.22% | +8,306+92.7% | Added |
| Polaris Wealth Advisory Group, LLC | 17,270 | $2.85M | 0.23% | +15,888+1,149.6% | Added |
| Whalerock Point Partners, LLC | 17,228 | $2.84M | 1.20% | −2,478−12.6% | Reduced |
| Chapman Investment Management, LLC | 17,134 | $2.83M | 1.95% | −4,783−21.8% | Reduced |
| Dana Investment Advisors, Inc. | 17,131 | $2.83M | 0.14% | +8,676+102.6% | Added |
| Pendal Group Limited | 17,082 | $2.82M | 0.03% | +1,725+11.2% | Added |
| Mathes Company, Inc. | 16,989 | $2.80M | 1.36% | +150+0.9% | Added |
| Cabot Wealth Management Inc | 16,968 | $2.80M | 0.44% | +272+1.6% | Added |
| Hohimer Wealth Management, LLC | 16,908 | $2.79M | 0.82% | −1,745−9.4% | Reduced |
| Trust Co of Toledo NA | 16,733 | $2.76M | 0.48% | −90−0.5% | Reduced |
| Elk River Wealth Management, LLC | 16,736 | $2.76M | 0.70% | +674+4.2% | Added |
| Surevest, LLC | 16,694 | $2.75M | 0.72% | −1,340−7.4% | Reduced |
| Transcend Wealth Collective, LLC | 16,675 | $2.75M | 0.29% | +2,293+15.9% | Added |
| Sumitomo Life Insurance Co | 16,618 | $2.74M | 0.08% | +327+2.0% | Added |
| Metis Global Partners, LLC | 16,568 | $2.73M | 0.44% | +914+5.8% | Added |
| TD Private Client Wealth LLC | 16,546 | $2.73M | 0.13% | −103−0.6% | Reduced |
| Veriti Management LLC | 16,518 | $2.73M | 0.38% | +817+5.2% | Added |
| Pegasus Asset Management, Inc. | 16,476 | $2.72M | 1.48% | −173−1.0% | Reduced |
| Meridian Wealth Management, LLC | 16,355 | $2.70M | 0.22% | +3,238+24.7% | Added |
| Park Avenue Securities LLC | 16,350 | $2.70M | 0.05% | +531+3.4% | Added |
| Deltec Asset Management LLC | 16,300 | $2.69M | 0.63% | −51,200−75.9% | Reduced |
| J.W. Cole Advisors, Inc. | 16,250 | $2.68M | 0.21% | +35+0.2% | Added |
| Mark Stevens | 16,194 | $2.67M | 0.35% | +168+1.0% | Added |
| Aj Wealth Strategies, LLC | 16,183 | $2.67M | 0.14% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 16,185 | $2.67M | 0.26% | +607+3.9% | Added |
| Linscomb & Williams, Inc. | 16,169 | $2.67M | 0.15% | −463−2.8% | Reduced |
| Massmutual Trust Co FSB | 16,135 | $2.66M | 0.12% | +1,484+10.1% | Added |
| Argent Trust Co | 16,128 | $2.66M | 0.18% | +275+1.7% | Added |
| Bank of Nova Scotia Trust Co | 16,035 | $2.65M | 0.27% | +1,750+12.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.64M | 0.86% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 15,986 | $2.64M | 1.19% | +608+4.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,943 | $2.63M | 0.15% | +1,770+12.5% | Added |
| Quilter Plc | 15,927 | $2.63M | 0.09% | −24,563−60.7% | Reduced |
| Hills Bank & Trust Co | 15,903 | $2.62M | 0.43% | +515+3.3% | Added |
| CAPROCK Group, Inc. | 15,754 | $2.60M | 0.26% | +737+4.9% | Added |
| Private Wealth Partners, LLC | 15,733 | $2.60M | 0.30% | −4,328−21.6% | Reduced |
| American Portfolios Advisors | 15,729 | $2.60M | 0.11% | −388−2.4% | Reduced |
| High Note Wealth, LLC | 15,660 | $2.58M | 1.01% | +263+1.7% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $2.58M | 0.15% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 15,596 | $2.57M | 1.38% | −755−4.6% | Reduced |
| M. Kulyk & Associates, LLC | 15,596 | $2.57M | 0.80% | +1,700+12.2% | Added |
| WD Rutherford LLC | 15,571 | $2.57M | 1.98% | −125−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,566 | $2.57M | 0.01% | +12,412+393.5% | Added |
| Gemmer Asset Management LLC | 15,539 | $2.56M | 0.40% | −43−0.3% | Reduced |
| Telemus Capital, LLC | 15,449 | $2.55M | 0.25% | −701−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 15,316 | $2.53M | 1.04% | +3,977+35.1% | Added |
| NBT Bank N A | 15,276 | $2.52M | 0.39% | +147+1.0% | Added |
| Investment House LLC | 15,218 | $2.51M | 0.22% | −3,503−18.7% | Reduced |
| Verde Capital Management | 15,212 | $2.51M | 1.15% | +2,160+16.5% | Added |
| Citizens Business Bank | 15,189 | $2.50M | 0.36% | −254−1.6% | Reduced |
| Wolverine Trading, LLC | 14,411 | $2.46M | 0.08% | −11,943−45.3% | Reduced |
| Murphy Capital Management Inc | 14,905 | $2.46M | 0.34% | −3,391−18.5% | Reduced |
| Laurel Wealth Advisors LLC | 14,894 | $2.46M | 0.61% | −175−1.2% | Reduced |
| Essex Investment Management Co LLC | 14,834 | $2.45M | 0.40% | −863−5.5% | Reduced |
| Pearl River Capital, LLC | 14,823 | $2.45M | 0.58% | +14,823 | New |
| Clarius Group, LLC | 14,724 | $2.43M | 0.24% | +410+2.9% | Added |
| Connolly Sarah T. | 14,658 | $2.42M | 1.65% | +855+6.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,609 | $2.41M | 0.20% | −1,576−9.7% | Reduced |
| Signaturefd, LLC | 14,592 | $2.41M | 0.08% | +2,038+16.2% | Added |
| Frontier Wealth Management LLC | 14,349 | $2.37M | 0.17% | −4,549−24.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 14,169 | $2.34M | 1.77% | +217+1.6% | Added |
| Winch Advisory Services, LLC | 14,153 | $2.34M | 0.95% | −525−3.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,133 | $2.33M | 1.71% | +1,426+11.2% | Added |
| Hixon Zuercher, LLC | 14,109 | $2.33M | 1.51% | +461+3.4% | Added |
| Arthur M. Cohen & Associates, LLC | 14,087 | $2.33M | 0.58% | −1,390−9.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,972 | $2.31M | 0.04% | +3,452+32.8% | Added |
| Aaron Wealth Advisors | 13,965 | $2.30M | 0.58% | −2,713,285−99.5% | Reduced |
| Apollon Wealth Management, LLC | 13,962 | $2.30M | 0.19% | −680−4.6% | Reduced |
| Stonegate Investment Group, LLC | 13,957 | $2.30M | 0.10% | +832+6.3% | Added |
| PFS Investments Inc. | 13,898 | $2.29M | 0.05% | +1,007+7.8% | Added |
| Meridian Wealth Advisors, LLC | 13,875 | $2.29M | 0.61% | +611+4.6% | Added |
| Silvant Capital Management LLC | 13,828 | $2.28M | 0.55% | +58+0.4% | Added |
| Dock Street Asset Management Inc | 13,804 | $2.28M | 0.50% | +465+3.5% | Added |
| Cozad Asset Management Inc | 13,798 | $2.28M | 0.35% | +355+2.6% | Added |
| SeaBridge Investment Advisors LLC | 13,794 | $2.28M | 0.73% | +8,456+158.4% | Added |
| Comerica Securities,inc. | 13,764 | $2.27M | 0.17% | −212−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,750 | $2.27M | 0.23% | −207−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 13,717 | $2.26M | 0.22% | +3,215+30.6% | Added |
| Connable Office Inc | 13,654 | $2.25M | 0.34% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 13,642 | $2.25M | 0.05% | −151−1.1% | Reduced |