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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 6,923 | $996.0K | 0.51% | +277+4.2% | Added |
| Qtron Investments LLC | 6,931 | $997.0K | 0.25% | −98−1.4% | Reduced |
| Wealth Management Partners, LLC | 7,000 | $999.0K | 0.88% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,954 | $1.00M | 0.27% | 00.0% | Unchanged |
| Versor Investments LP | 6,957 | $1.00M | 0.06% | +2,457+54.6% | Added |
| Change Path, LLC | 6,973 | $1.00M | 0.06% | +601+9.4% | Added |
| Lloyd Park, LLC | 6,977 | $1.00M | 1.24% | −2,078−22.9% | Reduced |
| Wealthcare Advisory Partners LLC | 6,989 | $1.00M | 0.06% | +423+6.4% | Added |
| Boothbay Fund Management, LLC | 6,995 | $1.01M | 0.03% | −17,154−71.0% | Reduced |
| Conning Inc. | 7,020 | $1.01M | 0.04% | −722−9.3% | Reduced |
| Wade G W & Inc | 7,041 | $1.01M | 0.05% | +302+4.5% | Added |
| Rosenbaum Jay D. | 7,049 | $1.01M | 2.34% | +40+0.6% | Added |
| Greenline Partners, LLC | 7,075 | $1.02M | 0.23% | +880+14.2% | Added |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.02M | 0.19% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 7,120 | $1.02M | 0.23% | −171−2.3% | Reduced |
| Graypoint LLC | 7,150 | $1.03M | 0.13% | +1,120+18.6% | Added |
| Paradigm Asset Management Co LLC | 7,150 | $1.03M | 0.34% | −100−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,160 | $1.03M | 0.31% | −235−3.2% | Reduced |
| Boyd Watterson Asset Management LLC | 7,188 | $1.03M | 0.47% | +15+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,187 | $1.03M | 0.13% | +295+4.3% | Added |
| Bay Rivers Group | 7,195 | $1.03M | 1.03% | −71−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,201 | $1.04M | 0.32% | −227−3.1% | Reduced |
| Stansberry Asset Management, LLC | 7,199 | $1.04M | 0.22% | −183−2.5% | Reduced |
| Alpha Paradigm Partners, LLC | 7,227 | $1.04M | 0.45% | −5,211−41.9% | Reduced |
| Segment Wealth Management, LLC | 7,253 | $1.04M | 0.13% | −24−0.3% | Reduced |
| Garrett Investment Advisors LLC | 7,251 | $1.04M | 0.26% | +1,699+30.6% | Added |
| Aldebaran Financial Inc. | 7,186 | $1.04M | 1.20% | +367+5.4% | Added |
| Nikulski Financial, Inc. | 7,282 | $1.05M | 0.54% | +257+3.7% | Added |
| Harvest Volatility Management LLC | 7,130 | $1.05M | 0.18% | +730+11.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.18% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 7,345 | $1.06M | 0.01% | −5,403−42.4% | Reduced |
| Avantax Planning Partners, Inc. | 7,342 | $1.06M | 0.05% | −87−1.2% | Reduced |
| Jump Financial, LLC | 7,344 | $1.06M | 0.04% | +2,193+42.6% | Added |
| George Kaiser Family Foundation | 7,399 | $1.06M | 0.19% | +2,174+41.6% | Added |
| Compton Wealth Advisory Group, LLC | 7,422 | $1.07M | 0.45% | −336−4.3% | Reduced |
| Altfest L J & Co Inc | 7,427 | $1.07M | 0.20% | +1,051+16.5% | Added |
| Capstone Triton Financial Group, LLC | 7,429 | $1.07M | 0.91% | +241+3.4% | Added |
| Bard Financial Services, Inc. | 7,435 | $1.07M | 0.10% | +275+3.8% | Added |
| Desjardins Global Asset Management Inc. | 7,486 | $1.08M | 0.14% | +107+1.5% | Added |
| YHB Investment Advisors, Inc. | 7,493 | $1.08M | 0.12% | +62+0.8% | Added |
| Steinberg Asset Management LLC | 7,512 | $1.08M | 1.15% | +7,512 | New |
| Procyon Private Wealth Partners, LLC | 7,519 | $1.08M | 0.26% | −855−10.2% | Reduced |
| Wealthsource Partners, LLC | 7,581 | $1.09M | 0.08% | +1,099+17.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,621 | $1.10M | 1.86% | +2,574+51.0% | Added |
| Schechter Investment Advisors, LLC | 7,674 | $1.10M | 0.11% | −6,043−44.1% | Reduced |
| Chickasaw Capital Management LLC | 7,689 | $1.11M | 0.06% | 00.0% | Unchanged |
| Caas Capital Management LP | 7,701 | $1.11M | 0.15% | +7,701 | New |
| Cavalier Investments, LLC | 7,714 | $1.11M | 0.40% | −213−2.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 7,730 | $1.11M | 0.17% | −851−9.9% | Reduced |
| Harbour Investments, Inc. | 6,738 | $1.11M | 0.08% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,736 | $1.11M | 0.41% | +5,851+310.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,748 | $1.11M | 0.06% | −1,125−12.7% | Reduced |
| Orin Green Financial, LLC | 7,754 | $1.11M | 0.72% | +65+0.8% | Added |
| Pictet Bank & Trust Ltd | 7,770 | $1.12M | 1.43% | −4,243−35.3% | Reduced |
| Allworth Financial LP | 7,771 | $1.12M | 0.01% | −1,490−16.1% | Reduced |
| Greystone Financial Group, LLC | 7,788 | $1.12M | 0.38% | −1,047−11.9% | Reduced |
| Wambolt & Associates, LLC | 901,565 | $1.13M | 0.48% | −740.0% | Reduced |
| Eagle Asset Management Inc | 7,842 | $1.13M | 0.01% | +507+6.9% | Added |
| Field & Main Bank | 7,843 | $1.13M | 0.76% | −100−1.3% | Reduced |
| Northstar Asset Management LLC | 7,852 | $1.13M | 0.38% | −530−6.3% | Reduced |
| Golden Green, Inc. | 7,860 | $1.13M | 1.22% | +2,126+37.1% | Added |
| 180 Wealth Advisors, LLC | 7,886 | $1.13M | 0.31% | −1,213−13.3% | Reduced |
| Van Hulzen Asset Management, LLC | 7,883 | $1.13M | 0.14% | −301−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,898 | $1.14M | 0.13% | −56−0.7% | Reduced |
| Caz Investments LP | 7,900 | $1.14M | 4.82% | 00.0% | Unchanged |
| Navalign, LLC | 7,896 | $1.14M | 0.51% | +902+12.9% | Added |
| Charter Research & Investment Group, Inc. | 7,902 | $1.14M | 1.15% | −310−3.8% | Reduced |
| WSFS Capital Management, LLC | 7,904 | $1.14M | 0.40% | +100+1.3% | Added |
| West Branch Capital LLC | 7,956 | $1.14M | 0.71% | +57+0.7% | Added |
| Jacobi Capital Management LLC | 7,995 | $1.15M | 0.16% | +418+5.5% | Added |
| Northcape Capital Pty Ltd | 7,992 | $1.15M | 0.15% | +7,992 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.15M | 0.50% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 8,000 | $1.15M | 1.03% | +3,000+60.0% | Added |
| Stock Yards Bank & Trust Co | 8,028 | $1.16M | 0.05% | −465−5.5% | Reduced |
| Bailard, Inc. | 8,030 | $1.16M | 0.05% | −52−0.6% | Reduced |
| Eqis Capital Management, Inc. | 8,055 | $1.16M | 0.13% | +1,366+20.4% | Added |
| First Foundation Advisors | 8,085 | $1.16M | 0.06% | −11,060−57.8% | Reduced |
| Bluestein R H & Co | 8,091 | $1.16M | 0.07% | +1,926+31.2% | Added |
| Western Wealth Management, LLC | 8,140 | $1.17M | 0.07% | +3,298+68.1% | Added |
| Coastwise Capital Group, LLC | 8,119 | $1.17M | 1.84% | −140−1.7% | Reduced |
| Hellman Jordan Management Co Inc | 8,121 | $1.17M | 2.03% | +1,751+27.5% | Added |
| Sawtooth Solutions, LLC | 8,136 | $1.17M | 0.17% | +1,875+29.9% | Added |
| Moneta Group Investment Advisors LLC | 8,155 | $1.17M | 0.04% | −909−10.0% | Reduced |
| MidWestOne Financial Group, Inc. | 8,196 | $1.18M | 0.30% | +76+0.9% | Added |
| Wipfli Financial Advisors LLC, | 8,201 | $1.18M | 0.08% | +8,201 | New |
| Amica Retiree Medical Trust | 8,224 | $1.18M | 1.48% | +480+6.2% | Added |
| Activest Wealth Management | 7,488 | $1.18M | 0.38% | +6,104+441.0% | Added |
| Silicon Valley Capital Partners | 8,235 | $1.19M | 0.26% | +674+8.9% | Added |
| Elmwood Wealth Management, Inc. | 8,286 | $1.19M | 0.59% | −50−0.6% | Reduced |
| Morse Asset Management, Inc | 8,304 | $1.19M | 0.45% | +5,279+174.5% | Added |
| Freedom Day Solutions, LLC | 8,387 | $1.21M | 0.65% | −559−6.2% | Reduced |
| Karani Asset Management LLC | 8,494 | $1.22M | 1.24% | −2,207−20.6% | Reduced |
| Perfromance Wealth Partners, LLC | 8,553 | $1.23M | 0.07% | −1,014−10.6% | Reduced |
| Krilogy Financial LLC | 8,588 | $1.24M | 0.15% | +196+2.3% | Added |
| Exchange Traded Concepts, LLC | 8,593 | $1.24M | 0.04% | +595+7.4% | Added |
| United Bank | 8,597 | $1.24M | 0.82% | −1,202−12.3% | Reduced |
| Jackson Square Capital, LLC | 8,612 | $1.24M | 0.60% | −3,073−26.3% | Reduced |
| Virtu Financial LLC | 8,630 | $1.24M | 0.11% | +8,630 | New |
| WP Advisors, LLC | 8,651 | $1.24M | 0.56% | +2,220+34.5% | Added |
| Wrapmanager Inc | 8,704 | $1.25M | 0.42% | +611+7.5% | Added |