Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q3 2022

Institutional positions in Salesforce, Inc. as of Sep 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: 2,060; −46 vs. Q2 2022
Shares held: 774.4M; −2.46M (−0.3%) vs. Q2 2022
Total value: $111.4B; −$16.7B (−13.1%) vs. Q2 2022
New holders: 116; 895 more added
Sold out: 162; 838 more reduced

34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 2,060 institutions

Value heldQ3 2022: $111.4B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q3 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2022.

Institutions holding CRM in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
State of Wyoming	2	$0	0.00%	−775−99.7%	Reduced
Beaird Harris Wealth Management, LLC	1	$0	0.00%	−85−98.8%	Reduced
J.Safra Asset Management Corp	16	$0	0.00%	−11−40.7%	Reduced
Spartan Planning & Wealth Management	1	$0	0.00%	00.0%	Unchanged
Insight Financial Services	3	$0	0.00%	00.0%	Unchanged
First Command Advisory Services, Inc.	6	$0	0.00%	+6	New
CFS Investment Advisory Services, LLC	60,557	$0	0.00%	+60,557	New
Stephens Consulting, LLC	4	$575	0.00%	00.0%	Unchanged
Capital Management Associates	4	$1.00K	0.00%	−3,889−99.9%	Reduced
KB Financial Partners, LLC	10	$1.00K	0.00%	−308−96.9%	Reduced
Avion Wealth	7	$1.00K	0.00%	−50−87.7%	Reduced
James Investment Research Inc	5	$1.00K	0.00%	00.0%	Unchanged
Duncker Streett & Co Inc	5	$1.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	6	$1.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$1.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	4	$1.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
EdgeRock Capital LLC	10	$1.00K	0.00%	+10	New
Financial Synergies Wealth Advisors, Inc.	13	$1.87K	0.00%	00.0%	Unchanged
Parallax Volatility Advisers, L.P.	13	$2.00K	0.00%	−105,897−100.0%	Reduced
Atwood & Palmer Inc	15	$2.00K	0.00%	−70−82.4%	Reduced
Centerpoint Advisors, LLC	15	$2.00K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	13	$2.00K	0.00%	+6+85.7%	Added
FNY Investment Advisers, LLC	25	$3.00K	0.00%	−253−91.0%	Reduced
Providence Capital Advisors, LLC	21	$3.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	24	$3.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$3.00K	0.00%	00.0%	Unchanged
Sageworth Trust Co	20	$3.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$3.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	20	$3.00K	0.01%	00.0%	Unchanged
Davidson Capital Management Inc.	19	$3.00K	0.00%	+4+26.7%	Added
TD Capital Management LLC	20	$3.00K	0.00%	+20	New
Retirement Group, LLC	25	$4.00K	0.00%	−249−90.9%	Reduced
Syverson Strege & Co	28	$4.00K	0.00%	−75−72.8%	Reduced
Disciplined Investments, LLC	31	$4.00K	0.00%	−13−29.5%	Reduced
Ranger Investment Management, L.P.	28	$4.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	30	$4.00K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	30	$4.00K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$4.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	26	$4.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$4.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	25	$4.00K	0.00%	+25	New
Moser Wealth Advisors, LLC	37	$5.00K	0.00%	+4+12.1%	Added
First National Bank of South Miami	44	$6.00K	0.00%	−25−36.2%	Reduced
Byrne Asset Management LLC	45	$6.00K	0.00%	−10−18.2%	Reduced
Macroview Investment Management LLC	43	$6.00K	0.01%	+1+2.4%	Added
Ellis Investment Partners, LLC	47	$6.00K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	45	$6.00K	0.01%	+6+15.4%	Added
O'Dell Group, LLC	42	$6.00K	0.00%	+42	New
Beacon Capital Management, LLC	43	$7.00K	0.00%	−153−78.1%	Reduced
Financial Management Professionals, Inc.	46	$7.00K	0.00%	−139−75.1%	Reduced
PrairieView Partners, LLC	50	$7.00K	0.00%	00.0%	Unchanged
Savior LLC	50	$7.00K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	50	$7.00K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	57	$8.00K	0.01%	−43−43.0%	Reduced
Lee Financial Co	57	$8.00K	0.00%	−42−42.4%	Reduced
Park Circle Co	54	$8.00K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	56	$8.00K	0.00%	−1−1.8%	Reduced
Schubert & Co	53	$8.00K	0.01%	+12+29.3%	Added
Cary Street Partners Asset Management LLC	60	$8.00K	0.00%	+60	New
Toth Financial Advisory Corp	60	$9.00K	0.00%	−1,337−95.7%	Reduced
Trust Co	60	$9.00K	0.00%	−111−64.9%	Reduced
Bourgeon Capital Management LLC	60	$9.00K	0.00%	+30+100.0%	Added
Dark Forest Capital Management LP	63	$9.00K	0.00%	+63	New
Financial Perspectives, Inc	75	$10.8K	0.01%	00.0%	Unchanged
Knott David M Jr	77	$11.0K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	74	$11.0K	0.01%	+29+64.4%	Added
IAG Wealth Partners, LLC	78	$11.0K	0.00%	+58+290.0%	Added
Kelly Financial Services LLC	79	$11.4K	0.01%	00.0%	Unchanged
Clearview Wealth Advisors LLC	81	$12.0K	0.01%	−95−54.0%	Reduced
Stephenson National Bank & Trust	88	$13.0K	0.01%	00.0%	Unchanged
Worth Asset Management, LLC	100	$14.0K	0.01%	−36−26.5%	Reduced
Dividend Assets Capital, LLC	100	$14.0K	0.00%	−11−9.9%	Reduced
Spectrum Management Group, LLC	100	$14.0K	0.00%	+60+150.0%	Added
Annapolis Financial Services, LLC	99	$14.0K	0.01%	+94+1,880.0%	Added
Barrett & Company, Inc.	110	$14.6K	0.01%	+110	New
Legend Financial Advisors, Inc.	103	$14.8K	0.01%	+103	New
Blue Bell Private Wealth Management, LLC	102	$15.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	106	$15.0K	0.00%	+29+37.7%	Added
Bellwether Advisors, LLC	111	$15.0K	0.00%	+108+3,600.0%	Added
Rational Advisors LLC	112	$16.0K	0.00%	+1+0.9%	Added
Cedar Mountain Advisors, LLC	111	$16.0K	0.01%	00.0%	Unchanged
American Research & Management Co.	113	$16.0K	0.00%	+73+182.5%	Added
Old North State Trust, LLC	114	$16.0K	0.01%	+114	New
Twin Lakes Capital Management, LLC	108	$16.0K	0.01%	+108	New
Carmichael Hill & Associates, Inc.	119	$17.0K	0.01%	00.0%	Unchanged
MCF Advisors LLC	123	$18.0K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	132	$19.0K	0.01%	+64+94.1%	Added
Tucker Asset Management LLC	119	$19.3K	0.01%	+22+22.7%	Added
Northwest Investment Counselors, LLC	139	$20.0K	0.01%	−46−24.9%	Reduced
Costello Asset Management, INC	143	$21.0K	0.02%	00.0%	Unchanged
FSC Wealth Advisors, LLC	145	$21.0K	0.20%	00.0%	Unchanged
Pflug Koory, LLC	145	$21.0K	0.01%	+56+62.9%	Added
Raffa Wealth Management, LLC	149	$21.4K	0.01%	−10−6.3%	Reduced
HHM Wealth Advisors, LLC	151	$22.0K	0.01%	−569−79.0%	Reduced
First PREMIER Bank	153	$22.0K	0.01%	+23+17.7%	Added
Bellevue Asset Management, LLC	155	$23.0K	0.02%	+20+14.8%	Added
McCarthy Grittinger Financial Group, LLC	165	$23.7K	0.01%	00.0%	Unchanged
Tradewinds Capital Management, LLC	169	$24.0K	0.01%	−1−0.6%	Reduced