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 |
|---|---|---|---|---|---|
| Quilter Plc | 15,625 | $2.25M | 0.08% | −302−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $2.25M | 0.14% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,685 | $2.26M | 0.10% | −44−0.3% | Reduced |
| Power Corp of Canada | 15,700 | $2.26M | 0.34% | +2,368+17.8% | Added |
| Trust Co of Toledo NA | 15,806 | $2.27M | 0.44% | −927−5.5% | Reduced |
| Advisors Asset Management, Inc. | 15,915 | $2.29M | 0.05% | −1,916−10.7% | Reduced |
| Private Wealth Partners, LLC | 15,925 | $2.29M | 0.29% | +192+1.2% | Added |
| Brookfield Asset Management Inc. | 15,931 | $2.29M | 0.01% | −20,383−56.1% | Reduced |
| Invst, LLC | 15,746 | $2.29M | 0.39% | +102+0.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.30M | 0.78% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,033 | $2.31M | 0.21% | −1,350−7.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,052 | $2.31M | 0.05% | +2,080+14.9% | Added |
| Cypress Capital Group | 16,170 | $2.33M | 0.39% | −1,645−9.2% | Reduced |
| Telemus Capital, LLC | 16,198 | $2.33M | 0.24% | +749+4.8% | Added |
| Argent Trust Co | 16,393 | $2.36M | 0.17% | +265+1.6% | Added |
| Pegasus Asset Management, Inc. | 16,439 | $2.37M | 1.34% | −37−0.2% | Reduced |
| Deltec Asset Management LLC | 16,600 | $2.39M | 0.59% | +300+1.8% | Added |
| Hills Bank & Trust Co | 16,609 | $2.39M | 0.35% | +706+4.4% | Added |
| Kemnay Advisory Services Inc. | 16,619 | $2.39M | 0.77% | −11,160−40.2% | Reduced |
| Linscomb & Williams, Inc. | 16,615 | $2.39M | 0.15% | +446+2.8% | Added |
| Capital Wealth Planning, LLC | 16,692 | $2.40M | 0.04% | +16,692 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 16,698 | $2.40M | 0.01% | +1,132+7.3% | Added |
| Gilder Gagnon Howe & Co LLC | 16,758 | $2.41M | 0.04% | −19,063−53.2% | Reduced |
| Belpointe Asset Management LLC | 16,779 | $2.41M | 0.16% | −768−4.4% | Reduced |
| High Note Wealth, LLC | 15,180 | $2.42M | 0.97% | −480−3.1% | Reduced |
| Centaurus Financial, Inc. | 16,897 | $2.43M | 0.24% | +712+4.4% | Added |
| J.W. Cole Advisors, Inc. | 16,912 | $2.43M | 0.20% | +662+4.1% | Added |
| Transcend Wealth Collective, LLC | 16,919 | $2.43M | 0.27% | +244+1.5% | Added |
| Blueshift Asset Management, LLC | 16,986 | $2.44M | 0.52% | +14,803+678.1% | Added |
| DuPont Capital Management Corp | 16,991 | $2.44M | 0.15% | −9,764−36.5% | Reduced |
| TD Private Client Wealth LLC | 16,993 | $2.44M | 0.12% | +447+2.7% | Added |
| Dana Investment Advisors, Inc. | 16,997 | $2.44M | 0.14% | −134−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 17,021 | $2.45M | 0.47% | −264−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 17,050 | $2.45M | 0.05% | −42,234−71.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,086 | $2.46M | 0.25% | +10,547+161.3% | Added |
| Hohimer Wealth Management, LLC | 17,131 | $2.46M | 0.79% | +223+1.3% | Added |
| Veritable, L.P. | 17,243 | $2.48M | 0.05% | −1,855−9.7% | Reduced |
| LGT Group Foundation | 17,286 | $2.48M | 0.10% | −10,468−37.7% | Reduced |
| Symphony Financial, Ltd. Co. | 16,950 | $2.49M | 0.81% | +19+0.1% | Added |
| Chapman Investment Management, LLC | 17,303 | $2.49M | 1.82% | +169+1.0% | Added |
| Elk River Wealth Management, LLC | 17,302 | $2.49M | 0.66% | +566+3.4% | Added |
| Cipher Capital LP | 17,417 | $2.50M | 0.41% | +12,910+286.4% | Added |
| Massmutual Trust Co FSB | 17,465 | $2.51M | 0.11% | +1,330+8.2% | Added |
| Proem Advisors LLC | 17,500 | $2.52M | 4.17% | +17,500 | New |
| Pendal Group Limited | 17,542 | $2.52M | 0.02% | +460+2.7% | Added |
| Lincoln National Corp | 17,557 | $2.52M | 0.06% | +194+1.1% | Added |
| Thoroughbred Financial Services, LLC | 17,589 | $2.53M | 0.48% | −2,945−14.3% | Reduced |
| Bank of Nova Scotia Trust Co | 17,639 | $2.54M | 0.29% | +1,604+10.0% | Added |
| Metis Global Partners, LLC | 17,940 | $2.58M | 0.42% | +1,372+8.3% | Added |
| Integrated Wealth Concepts LLC | 17,985 | $2.59M | 0.08% | −2,231−11.0% | Reduced |
| Fundamentun, LLC | 17,988 | $2.59M | 0.52% | −1,227−6.4% | Reduced |
| Whalerock Point Partners, LLC | 18,013 | $2.59M | 1.14% | +785+4.6% | Added |
| Surevest, LLC | 18,098 | $2.60M | 0.71% | +1,404+8.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,113 | $2.60M | 1.79% | −17,523−49.2% | Reduced |
| Cohen Lawrence B | 18,170 | $2.61M | 2.01% | −600−3.2% | Reduced |
| Moody National Bank Trust Division | 18,173 | $2.61M | 0.27% | −71−0.4% | Reduced |
| Venture Visionary Partners LLC | 18,251 | $2.63M | 0.21% | −4,571−20.0% | Reduced |
| Park Avenue Securities LLC | 18,258 | $2.63M | 0.05% | +1,908+11.7% | Added |
| Roberts Wealth Advisors, LLC | 17,041 | $2.65M | 1.30% | +755+4.6% | Added |
| Zions Bancorporation, N.A. | 18,444 | $2.65M | 0.28% | −1,049−5.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,538 | $2.67M | 1.78% | +446+2.5% | Added |
| Asio Capital, LLC | 18,556 | $2.67M | 0.85% | +751+4.2% | Added |
| Knights of Columbus Asset Advisors LLC | 18,593 | $2.67M | 0.27% | −1,029−5.2% | Reduced |
| Pinnacle Associates Ltd | 18,667 | $2.69M | 0.06% | +158+0.9% | Added |
| Burleson & Company, LLC | 18,751 | $2.70M | 0.59% | +1,230+7.0% | Added |
| BDO Wealth Advisors, LLC | 18,759 | $2.70M | 0.36% | +50+0.3% | Added |
| Tsai Capital Corp | 18,930 | $2.72M | 3.02% | +1,200+6.8% | Added |
| Balyasny Asset Management LLC | 19,204 | $2.76M | 0.01% | +12,393+182.0% | Added |
| Mirador Capital Partners LP | 19,236 | $2.77M | 0.67% | +438+2.3% | Added |
| South State Corp. | 19,294 | $2.77M | 0.28% | −406−2.1% | Reduced |
| HAP Trading, LLC | 19,300 | $2.78M | 0.36% | +5,688+41.8% | Added |
| Element Capital Management LLC | 19,313 | $2.78M | 1.33% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 19,503 | $2.81M | 0.13% | +1,910+10.9% | Added |
| Security National Bank | 19,571 | $2.81M | 0.78% | −260−1.3% | Reduced |
| Bridge Creek Capital Management LLC | 19,601 | $2.82M | 1.21% | +411+2.1% | Added |
| Dorsey & Whitney Trust CO LLC | 19,661 | $2.83M | 0.30% | +1,033+5.5% | Added |
| Westbourne Investment Advisors, Inc. | 19,703 | $2.83M | 1.50% | +99+0.5% | Added |
| Dillon & Associates Inc | 19,732 | $2.84M | 0.66% | +1,095+5.9% | Added |
| Global Endowment Management, LP | 19,767 | $2.84M | 0.29% | −6,217−23.9% | Reduced |
| M. Kulyk & Associates, LLC | 19,805 | $2.85M | 0.99% | +4,209+27.0% | Added |
| Level Four Advisory Services, LLC | 19,812 | $2.85M | 0.28% | +480+2.5% | Added |
| First Interstate Bank | 19,893 | $2.86M | 0.23% | +1,730+9.5% | Added |
| Horizon Investments, LLC | 19,942 | $2.87M | 0.09% | +8,474+73.9% | Added |
| Trust Co of Kansas | 19,998 | $2.88M | 2.04% | −7,370−26.9% | Reduced |
| Girard Partners Ltd. | 20,022 | $2.88M | 0.38% | −265−1.3% | Reduced |
| Boston Financial Mangement LLC | 20,075 | $2.89M | 0.13% | +17,287+620.1% | Added |
| Ocean Capital Management, LLC | 19,901 | $2.89M | 1.59% | −44−0.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.89M | 3.29% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 20,169 | $2.90M | 0.11% | 00.0% | Unchanged |
| Breakline Capital LLC | 20,196 | $2.90M | 3.50% | +20,196 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,799 | $2.94M | 0.65% | +12,833+215.1% | Added |
| Bray Capital Advisors | 20,513 | $2.95M | 0.92% | +83+0.4% | Added |
| Elite Wealth Management, Inc. | 20,541 | $2.96M | 1.61% | −2,401−10.5% | Reduced |
| Sawyer & Company, Inc | 20,651 | $2.97M | 1.62% | +10,931+112.5% | Added |
| Icon Wealth Advisors, LLC | 20,719 | $2.98M | 0.36% | +20,719 | New |
| Birch Hill Investment Advisors LLC | 20,732 | $2.98M | 0.20% | −3,462−14.3% | Reduced |
| Arkadios Wealth Advisors | 20,794 | $2.99M | 0.45% | +910+4.6% | Added |
| Once Capital Management, LLC | 20,800 | $2.99M | 3.90% | 00.0% | Unchanged |
| Hoylecohen, LLC | 20,874 | $3.00M | 0.33% | +359+1.7% | Added |
| Ceera Investments, LLC | 20,900 | $3.01M | 2.00% | +20,900 | New |