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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 7,614 | $1.26M | 0.02% | +456+6.4% | Added |
| Optas, LLC | 8,773 | $1.26M | 0.55% | +1,139+14.9% | Added |
| Monetary Management Group Inc | 8,772 | $1.26M | 0.42% | −175−2.0% | Reduced |
| Asset Management Corp | 8,801 | $1.27M | 1.01% | −4,215−32.4% | Reduced |
| Northstar Group, Inc. | 8,823 | $1.27M | 0.38% | −1,295−12.8% | Reduced |
| Keeler Thomas Management LLC | 8,968 | $1.29M | 0.65% | +8,968 | New |
| Partners Capital Investment Group, LLP | 8,969 | $1.29M | 0.08% | +8,969 | New |
| 55I, LLC | 8,971 | $1.29M | 0.04% | +5,644+169.6% | Added |
| Principle Wealth Partners LLC | 9,029 | $1.30M | 0.17% | +1,265+16.3% | Added |
| Financial Engines Advisors L.L.C. | 9,056 | $1.30M | 0.00% | +241+2.7% | Added |
| Oak Harbor Wealth Partners, LLC | 9,060 | $1.30M | 0.51% | +437+5.1% | Added |
| VeraBank, N.A. | 9,068 | $1.30M | 0.82% | −65−0.7% | Reduced |
| Michael B. Yongue | 9,079 | $1.31M | 1.28% | −398−4.2% | Reduced |
| Baystate Wealth Management LLC | 9,086 | $1.31M | 0.13% | +25+0.3% | Added |
| Acorn Financial Advisory Services Inc | 9,086 | $1.31M | 0.31% | +1,301+16.7% | Added |
| Equitable Holdings, Inc. | 9,093 | $1.31M | 0.03% | +821+9.9% | Added |
| Asset Dedication, LLC | 9,298 | $1.31M | 0.14% | +880+10.5% | Added |
| Cornerstone National Bank & Trust Co | 9,095 | $1.31M | 0.72% | +6+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 9,109 | $1.31M | 0.29% | −157−1.7% | Reduced |
| Quantitative Investment Management, LLC | 9,145 | $1.31M | 0.22% | +6,457+240.2% | Added |
| Missouri Trust & Investment Co | 9,161 | $1.32M | 0.86% | +372+4.2% | Added |
| Personal Cfo Solutions, LLC | 9,165 | $1.32M | 0.33% | +1,429+18.5% | Added |
| Tiemann Investment Advisors, LLC | 9,210 | $1.32M | 0.86% | +190+2.1% | Added |
| IMA Wealth, Inc. | 9,218 | $1.33M | 0.36% | −297−3.1% | Reduced |
| IHT Wealth Management, LLC | 9,220 | $1.33M | 0.10% | +2,155+30.5% | Added |
| Nations Financial Group Inc, | 9,238 | $1.33M | 0.19% | −355−3.7% | Reduced |
| Seeyond | 9,297 | $1.34M | 0.16% | −2,937−24.0% | Reduced |
| Wolf Group Capital Advisors | 9,297 | $1.34M | 0.73% | −8−0.1% | Reduced |
| Callahan Advisors, LLC | 9,302 | $1.34M | 0.19% | −2,675−22.3% | Reduced |
| Merit Financial Group, LLC | 9,384 | $1.35M | 0.06% | −2,488−21.0% | Reduced |
| Private Trust Co NA | 9,402 | $1.35M | 0.22% | +357+3.9% | Added |
| Gs Investments, Inc. | 9,413 | $1.35M | 0.90% | −243−2.5% | Reduced |
| Shepherd Financial Partners LLC | 9,422 | $1.35M | 0.26% | +200+2.2% | Added |
| Regatta Capital Group, LLC | 8,207 | $1.35M | 0.55% | +623+8.2% | Added |
| Bangor Savings Bank | 9,443 | $1.36M | 0.16% | +2,233+31.0% | Added |
| Cito Capital Group, LLC | 9,550 | $1.37M | 0.79% | +100+1.1% | Added |
| Fund Management at Engine No. 1 LLC | 9,568 | $1.38M | 0.41% | −465−4.6% | Reduced |
| Spearhead Capital Advisors, LLC | 9,571 | $1.38M | 1.49% | −86,722−90.1% | Reduced |
| Meeder Asset Management Inc | 9,609 | $1.38M | 0.08% | +346+3.7% | Added |
| L.M. Kohn & Company | 9,667 | $1.39M | 0.68% | −112−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,672 | $1.39M | 0.38% | −4,415−31.3% | Reduced |
| Quantum Private Wealth, LLC | 9,689 | $1.39M | 0.87% | +525+5.7% | Added |
| V Wealth Advisors LLC | 9,704 | $1.40M | 0.28% | −2,496−20.5% | Reduced |
| Savant Capital, LLC | 9,715 | $1.40M | 0.04% | −669−6.4% | Reduced |
| Cohen Investment Advisors LLC | 9,720 | $1.40M | 1.28% | +267+2.8% | Added |
| Aft, Forsyth & Company, Inc. | 9,772 | $1.41M | 1.26% | −935−8.7% | Reduced |
| Laffer Tengler Investments | 9,858 | $1.42M | 0.52% | −456−4.4% | Reduced |
| IFP Advisors, Inc | 19,178 | $1.42M | 0.04% | +1,945+11.3% | Added |
| Alterity Financial Group, LLC | 9,870 | $1.42M | 2.29% | −105−1.1% | Reduced |
| Kerrisdale Advisers, LLC | 9,880 | $1.42M | 0.35% | −47,013−82.6% | Reduced |
| TrinityPoint Wealth, LLC | 9,887 | $1.42M | 0.33% | +1,233+14.2% | Added |
| Mutual Advisors, LLC | 9,924 | $1.43M | 0.07% | +1,410+16.6% | Added |
| Voya Financial Advisors, Inc. | 9,730 | $1.43M | 0.18% | +3,045+45.5% | Added |
| Schmidt P J Investment Management Inc | 8,973 | $1.44M | 0.35% | −764−7.8% | Reduced |
| Zenyatta Capital Management LP | 10,000 | $1.44M | 0.83% | +5,000+100.0% | Added |
| Bell Bank | 10,015 | $1.44M | 0.18% | −556−5.3% | Reduced |
| Modus Advisors, LLC | 10,037 | $1.44M | 0.76% | +241+2.5% | Added |
| Grandview Asset Management LLC | 10,097 | $1.45M | 0.92% | −1,076−9.6% | Reduced |
| E Fund Management Co., Ltd. | 10,109 | $1.45M | 0.14% | −358−3.4% | Reduced |
| First Hawaiian Bank | 10,133 | $1.46M | 0.06% | +1,378+15.7% | Added |
| Segall Bryant & Hamill, LLC | 10,204 | $1.46M | 0.02% | −225−2.2% | Reduced |
| Nicolet Bankshares Inc | 10,196 | $1.47M | 0.42% | +219+2.2% | Added |
| NVWM, LLC | 10,205 | $1.47M | 0.58% | +4,290+72.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,229 | $1.47M | 0.52% | +425+4.3% | Added |
| Wedmont Private Capital | 10,240 | $1.47M | 0.30% | −3,145−23.5% | Reduced |
| Resources Management Corp | 10,323 | $1.49M | 0.26% | +169+1.7% | Added |
| Northeast Financial Consultants Inc | 10,346 | $1.49M | 0.11% | +1,123+12.2% | Added |
| Caliber Wealth Management, LLC | 10,393 | $1.50M | 1.18% | +352+3.5% | Added |
| Koshinski Asset Management, Inc. | 10,415 | $1.50M | 0.18% | +490+4.9% | Added |
| Welch & Forbes LLC | 10,450 | $1.50M | 0.03% | +317+3.1% | Added |
| Institute for Wealth Management, LLC. | 10,525 | $1.51M | 0.34% | −198−1.8% | Reduced |
| Signature Wealth Management Group | 10,562 | $1.52M | 0.77% | −670−6.0% | Reduced |
| Slow Capital, Inc. | 10,573 | $1.52M | 0.33% | −953−8.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 10,640 | $1.53M | 0.38% | 00.0% | Unchanged |
| Grove Bank & Trust | 10,638 | $1.53M | 0.38% | +110+1.0% | Added |
| Hancock Whitney Corp | 10,650 | $1.53M | 0.07% | −1,704−13.8% | Reduced |
| WealthShield Partners, LLC | 10,696 | $1.54M | 0.31% | +1,216+12.8% | Added |
| Boltwood Capital Management | 10,718 | $1.54M | 0.71% | +106+1.0% | Added |
| Waldron Private Wealth LLC | 10,733 | $1.54M | 0.10% | +1,280+13.5% | Added |
| Country Club Bank | 10,530 | $1.55M | 0.15% | −35−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 10,775 | $1.55M | 0.02% | +330+3.2% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,800 | $1.55M | 3.16% | +3,100+40.3% | Added |
| Diversified Trust Co | 10,820 | $1.56M | 0.07% | +1,042+10.7% | Added |
| Courier Capital LLC | 10,837 | $1.56M | 0.19% | −385−3.4% | Reduced |
| Mission Wealth Management, LP | 10,868 | $1.56M | 0.08% | +1,353+14.2% | Added |
| Executive Wealth Management, LLC | 1,565 | $1.56M | 0.22% | −9,563−85.9% | Reduced |
| Herbst Group, LLC | 10,905 | $1.57M | 1.29% | −100−0.9% | Reduced |
| IPG Investment Advisors LLC | 10,981 | $1.58M | 0.44% | +552+5.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $1.58M | 1.22% | −11,000−50.0% | Reduced |
| Triangle Securities Wealth Management | 11,003 | $1.58M | 0.65% | +185+1.7% | Added |
| Signaturefd, LLC | 11,024 | $1.59M | 0.05% | −3,568−24.5% | Reduced |
| Wahed Invest LLC | 11,030 | $1.59M | 0.97% | +783+7.6% | Added |
| Intellectus Partners, LLC | 11,119 | $1.60M | 0.57% | +1,292+13.1% | Added |
| FinTrust Capital Advisors, LLC | 10,493 | $1.61M | 0.42% | +380+3.8% | Added |
| Finer Wealth Management, Inc. | 11,257 | $1.62M | 1.59% | +190+1.7% | Added |
| GPM Growth Investors, Inc. | 11,324 | $1.63M | 1.09% | +228+2.1% | Added |
| Trust Asset Management LLC | 11,324 | $1.63M | 0.22% | +848+8.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,330 | $1.63M | 0.17% | +607+5.7% | Added |
| Aj Wealth Strategies, LLC | 11,382 | $1.64M | 0.10% | −4,801−29.7% | Reduced |
| RDST Capital LLC | 11,400 | $1.64M | 1.22% | +11,400 | New |