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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 11,466 | $1.65M | 0.51% | +162+1.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,988 | $1.66M | 1.01% | +11,988 | New |
| Resonate Capital, LLC | 11,520 | $1.66M | 2.47% | −340−2.9% | Reduced |
| Quantinno Capital Management LP | 11,521 | $1.66M | 0.21% | +969+9.2% | Added |
| Citizens & Northern Corp | 11,530 | $1.66M | 0.78% | +7+0.1% | Added |
| Vident Investment Advisory, LLC | 13,130 | $1.67M | 0.05% | +452+3.6% | Added |
| Woodmont Investment Counsel LLC | 11,613 | $1.67M | 0.21% | +5,497+89.9% | Added |
| Bank Ozk | 11,665 | $1.68M | 0.91% | +139+1.2% | Added |
| Capital Analysts, LLC | 11,714 | $1.69M | 0.12% | +86+0.7% | Added |
| Pitcairn Co | 11,741 | $1.69M | 0.19% | −205−1.7% | Reduced |
| Avalon Investment & Advisory | 11,741 | $1.69M | 0.05% | −135−1.1% | Reduced |
| Bradley Mark J. | 11,742 | $1.69M | 1.56% | +1,980+20.3% | Added |
| American Investment Services, Inc. | 11,767 | $1.69M | 0.40% | +11,767 | New |
| Insight Wealth Strategies, LLC | 10,297 | $1.70M | 0.32% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,764 | $1.70M | 0.12% | +262+2.3% | Added |
| Old North State Wealth Management, LLC | 11,860 | $1.71M | 1.97% | +1,378+13.1% | Added |
| Investment House LLC | 11,955 | $1.72M | 0.16% | −3,263−21.4% | Reduced |
| Stonegate Investment Group, LLC | 11,966 | $1.72M | 0.08% | −1,991−14.3% | Reduced |
| Dock Street Asset Management Inc | 11,999 | $1.73M | 0.41% | −1,805−13.1% | Reduced |
| Kaizen Financial Strategies | 11,997 | $1.73M | 1.76% | −43−0.4% | Reduced |
| Cigna Investments Inc | 12,003 | $1.73M | 0.38% | −556−4.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 11,305 | $1.74M | 0.91% | −1,074−8.7% | Reduced |
| SeaCrest Wealth Management, LLC | 12,078 | $1.74M | 0.26% | −345−2.8% | Reduced |
| Capricorn Fund Managers Ltd | 12,167 | $1.75M | 0.55% | +9,367+334.5% | Added |
| Glynn Capital Management LLC | 12,197 | $1.75M | 0.37% | 00.0% | Unchanged |
| Spire Wealth Management | 12,202 | $1.75M | 0.11% | −10,434−46.1% | Reduced |
| Enterprise Bank & Trust Co | 12,247 | $1.76M | 0.92% | −32−0.3% | Reduced |
| Pinnacle Holdings, LLC | 12,295 | $1.77M | 0.83% | +307+2.6% | Added |
| Wealth Alliance | 12,326 | $1.77M | 0.35% | −275−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,355 | $1.78M | 0.08% | −314−2.5% | Reduced |
| Red Door Wealth Management, LLC | 12,395 | $1.78M | 0.68% | +874+7.6% | Added |
| Meridian Wealth Advisors, LLC | 12,494 | $1.80M | 0.51% | −1,381−10.0% | Reduced |
| Legacy Private Trust Co. | 12,528 | $1.80M | 0.17% | −865−6.5% | Reduced |
| XR Securities LLC | 12,550 | $1.80M | 1.68% | +7,876+168.5% | Added |
| Fulton Bank, N.A. | 12,591 | $1.81M | 0.11% | −496−3.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $1.81M | 0.13% | −22,680−64.3% | Reduced |
| Transatlantique Private Wealth LLC | 12,630 | $1.82M | 1.22% | +873+7.4% | Added |
| GAM Holding AG | 12,705 | $1.83M | 0.14% | −8,699−40.6% | Reduced |
| Kovack Advisors, Inc. | 12,799 | $1.84M | 0.27% | −789−5.8% | Reduced |
| Ballentine Partners, LLC | 12,830 | $1.84M | 0.06% | +1,984+18.3% | Added |
| Lavaca Capital LLC | 10,100 | $1.86M | 1.04% | −460−4.4% | Reduced |
| Maxi Investments CY Ltd | 12,970 | $1.87M | 1.41% | 00.0% | Unchanged |
| HST Ventures, LLC | 13,027 | $1.87M | 1.26% | +13,027 | New |
| Stelac Advisory Services LLC | 13,051 | $1.88M | 0.85% | +13,051 | New |
| Verde Capital Management | 13,063 | $1.88M | 0.91% | −2,149−14.1% | Reduced |
| Icapital Wealth LLC | 13,071 | $1.88M | 1.35% | +1,000+8.3% | Added |
| Aspiriant, LLC | 13,153 | $1.89M | 0.09% | −36−0.3% | Reduced |
| Cable Hill Partners, LLC | 13,242 | $1.91M | 0.39% | +344+2.7% | Added |
| Wunderlich Capital Managemnt | 13,261 | $1.91M | 1.22% | +13,261 | New |
| Riverview Capital Advisers, LLC | 13,263 | $1.91M | 1.20% | +188+1.4% | Added |
| Berkshire Bank | 13,268 | $1.91M | 0.58% | +1,001+8.2% | Added |
| Flagship Harbor Advisors, LLC | 13,328 | $1.92M | 0.22% | +473+3.7% | Added |
| Sowell Financial Services LLC | 13,389 | $1.93M | 0.19% | +474+3.7% | Added |
| Comerica Securities,inc. | 13,500 | $1.94M | 0.16% | −264−1.9% | Reduced |
| Canandaigua National Corp | 13,586 | $1.95M | 0.35% | +557+4.3% | Added |
| Harrell Investment Partners, LLC | 13,586 | $1.95M | 0.82% | +1,028+8.2% | Added |
| Resources Investment Advisors, LLC. | 13,615 | $1.96M | 0.07% | +102+0.8% | Added |
| Cozad Asset Management Inc | 13,627 | $1.96M | 0.32% | −171−1.2% | Reduced |
| Geneva Capital Management LLC | 13,638 | $1.96M | 0.05% | −40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,666 | $1.97M | 0.50% | −7,216−34.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,684 | $1.97M | 0.11% | −2,259−14.2% | Reduced |
| Apollon Wealth Management, LLC | 13,679 | $1.97M | 0.16% | −283−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,731 | $1.97M | 0.16% | −19−0.1% | Reduced |
| Brown Brothers Harriman & Co | 13,861 | $1.99M | 0.02% | +6,740+94.6% | Added |
| Winch Advisory Services, LLC | 13,883 | $2.00M | 0.86% | −270−1.9% | Reduced |
| Canal Capital Management, LLC | 13,937 | $2.00M | 0.59% | +2,743+24.5% | Added |
| First Nebraska Trust Co | 14,019 | $2.02M | 0.29% | +6,289+81.4% | Added |
| Independence Bank of Kentucky | 14,051 | $2.02M | 1.00% | +1,321+10.4% | Added |
| Vickerman Investment Advisors, Inc. | 14,096 | $2.03M | 0.98% | +2,254+19.0% | Added |
| SeaBridge Investment Advisors LLC | 14,150 | $2.04M | 0.71% | +356+2.6% | Added |
| Beaumont Asset Management, L.L.C. | 14,284 | $2.05M | 1.63% | +115+0.8% | Added |
| Connolly Sarah T. | 14,287 | $2.06M | 1.51% | −371−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 14,329 | $2.06M | 0.16% | +913+6.8% | Added |
| Wellington Shields Capital Management, LLC | 71,473 | $2.06M | 0.49% | −17,265−19.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,351 | $2.06M | 0.18% | −258−1.8% | Reduced |
| Sunbelt Securities, Inc. | 14,352 | $2.06M | 0.44% | +3,216+28.9% | Added |
| Prelude Capital Management, LLC | 14,664 | $2.11M | 0.11% | +3,627+32.9% | Added |
| Citizens Business Bank | 14,743 | $2.12M | 0.52% | −446−2.9% | Reduced |
| We Are One Seven, LLC | 7,812 | $2.12M | 0.20% | −48−0.6% | Reduced |
| Sumitomo Life Insurance Co | 14,779 | $2.13M | 0.09% | −1,839−11.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,783 | $2.13M | 1.61% | +650+4.6% | Added |
| Nixon Peabody Trust Co | 14,838 | $2.13M | 1.81% | −11,515−43.7% | Reduced |
| Hixon Zuercher, LLC | 14,871 | $2.14M | 1.37% | +762+5.4% | Added |
| Laurel Wealth Advisors LLC | 14,882 | $2.14M | 0.54% | −12−0.1% | Reduced |
| Timber Creek Capital Management LLC | 14,970 | $2.15M | 0.85% | +14,970 | New |
| Clarius Group, LLC | 14,995 | $2.16M | 0.22% | +271+1.8% | Added |
| PFS Investments Inc. | 15,001 | $2.16M | 0.05% | +1,103+7.9% | Added |
| Mark Stevens | 15,040 | $2.16M | 0.30% | −1,154−7.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 15,140 | $2.18M | 0.55% | +2,730+22.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 14,760 | $2.18M | 0.05% | +7,403+100.6% | Added |
| Veriti Management LLC | 15,229 | $2.19M | 0.32% | −1,289−7.8% | Reduced |
| Geneos Wealth Management Inc. | 15,257 | $2.19M | 0.15% | +13,861+992.9% | Added |
| SFMG, LLC | 15,459 | $2.20M | 0.26% | +2,486+19.2% | Added |
| WD Rutherford LLC | 15,321 | $2.20M | 1.77% | −250−1.6% | Reduced |
| Scholtz & Company, LLC | 14,015 | $2.21M | 1.58% | −12,536−47.2% | Reduced |
| CAPROCK Group, Inc. | 15,454 | $2.22M | 0.21% | −300−1.9% | Reduced |
| Cabot Wealth Management Inc | 15,474 | $2.23M | 0.38% | −1,494−8.8% | Reduced |
| NBT Bank N A | 15,478 | $2.23M | 0.36% | +202+1.3% | Added |
| Arlington Financial Advisors, LLC | 15,546 | $2.24M | 1.14% | −440−2.8% | Reduced |
| Beech Hill Advisors, Inc. | 15,591 | $2.24M | 1.29% | −50.0% | Reduced |