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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 20,727 | $3.02M | 1.05% | −3,245−13.5% | Reduced |
| Andra AP-fonden | 20,998 | $3.02M | 0.10% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 21,000 | $3.02M | 0.24% | +7,570+56.4% | Added |
| Moreno Evelyn V | 21,078 | $3.03M | 1.37% | −22,282−51.4% | Reduced |
| Harvey Capital Management Inc | 21,080 | $3.03M | 1.31% | +18,680+778.3% | Added |
| GWM Advisors LLC | 21,105 | $3.04M | 0.05% | −231−1.1% | Reduced |
| MAI Capital Management | 21,374 | $3.07M | 0.06% | −358−1.6% | Reduced |
| Stoneridge Investment Partners LLC | 21,455 | $3.09M | 1.82% | +1,009+4.9% | Added |
| Vision Capital Management, Inc. | 21,602 | $3.11M | 0.64% | −78−0.4% | Reduced |
| Bessemer Group Inc | 21,651 | $3.12M | 0.01% | +4,164+23.8% | Added |
| Checchi Capital Advisers, LLC | 21,727 | $3.13M | 0.34% | +12,344+131.6% | Added |
| Harbor Investment Advisory, LLC | 21,750 | $3.13M | 0.52% | −1,088−4.8% | Reduced |
| Spark Investment Management LLC | 21,800 | $3.13M | 5.99% | −10,000−31.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 21,825 | $3.14M | 0.88% | +4,325+24.7% | Added |
| Brookstone Capital Management | 22,175 | $3.15M | 0.07% | +2,301+11.6% | Added |
| Garde Capital, Inc. | 21,959 | $3.16M | 0.41% | −699−3.1% | Reduced |
| Quattro Financial Advisors LLC | 22,000 | $3.16M | 1.26% | 00.0% | Unchanged |
| Twin Capital Management Inc | 22,088 | $3.18M | 0.43% | −161−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 22,133 | $3.18M | 0.25% | +1,895+9.4% | Added |
| Redpoint Investment Management Pty Ltd | 22,166 | $3.19M | 0.47% | −2,333−9.5% | Reduced |
| Prana Capital Management, LP | 22,497 | $3.24M | 0.22% | +16,542+277.8% | Added |
| Advisor Partners II, LLC | 22,545 | $3.24M | 0.25% | +22,545 | New |
| Colony Group LLC | 22,559 | $3.25M | 0.06% | −729−3.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,692 | $3.26M | 0.44% | +294+1.3% | Added |
| Motley Fool Asset Management LLC | 22,889 | $3.29M | 0.32% | −138−0.6% | Reduced |
| RB Capital Management, LLC | 22,928 | $3.30M | 1.26% | +419+1.9% | Added |
| Empirical Finance, LLC | 22,954 | $3.30M | 0.39% | +4,062+21.5% | Added |
| Van Strum & Towne Inc. | 23,038 | $3.31M | 1.53% | −343−1.5% | Reduced |
| Roundview Capital LLC | 23,199 | $3.34M | 0.42% | +1,826+8.5% | Added |
| Allstate Corp | 23,209 | $3.34M | 0.10% | −7,822−25.2% | Reduced |
| Sepio Capital, LP | 23,215 | $3.34M | 0.33% | −2,656−10.3% | Reduced |
| Meridian Management Co | 23,219 | $3.34M | 1.33% | +609+2.7% | Added |
| Inverness Counsel LLC | 23,233 | $3.34M | 0.19% | +11,325+95.1% | Added |
| Cetera Investment Advisers | 23,247 | $3.34M | 0.07% | −18,036−43.7% | Reduced |
| Caldwell Trust Co | 23,255 | $3.34M | 0.50% | −241−1.0% | Reduced |
| Bayesian Capital Management, LP | 23,300 | $3.35M | 0.68% | +23,300 | New |
| Iowa State Bank | 23,406 | $3.37M | 0.96% | +13+0.1% | Added |
| Roanoke Asset Management Corp | 23,485 | $3.38M | 1.61% | +11,351+93.5% | Added |
| Kornitzer Capital Management Inc | 23,512 | $3.38M | 0.07% | −1,699−6.7% | Reduced |
| Atlantic Union Bankshares Corp | 23,525 | $3.38M | 0.39% | −253−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 23,642 | $3.40M | 0.39% | −645−2.7% | Reduced |
| Plimoth Trust Co LLC | 23,666 | $3.40M | 1.18% | +775+3.4% | Added |
| ACG Wealth | 23,698 | $3.41M | 0.78% | +1,684+7.6% | Added |
| Summit Financial, LLC | 23,846 | $3.43M | 0.32% | +1,225+5.4% | Added |
| Chartwell Investment Partners, LLC | 23,866 | $3.43M | 0.15% | −154−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 23,895 | $3.44M | 3.20% | −2,643−10.0% | Reduced |
| Summit Trail Advisors, LLC | 23,915 | $3.44M | 0.19% | −599−2.4% | Reduced |
| Teza Capital Management LLC | 24,163 | $3.48M | 0.72% | +14,596+152.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 24,247 | $3.49M | 0.68% | −43−0.2% | Reduced |
| Alps Advisors Inc | 24,357 | $3.50M | 0.03% | −2,396−9.0% | Reduced |
| Cohen Capital Management, Inc. | 24,365 | $3.50M | 0.77% | +60.0% | Added |
| Meridian Wealth Management, LLC | 24,368 | $3.50M | 0.38% | +8,013+49.0% | Added |
| FRG Family Wealth Advisors LLC | 24,386 | $3.51M | 0.87% | +307+1.3% | Added |
| Peapack Gladstone Financial Corp | 24,446 | $3.52M | 0.07% | +13,880+131.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,478 | $3.52M | 0.18% | −24,502−50.0% | Reduced |
| HBW Advisory Services LLC | 24,515 | $3.53M | 0.98% | +567+2.4% | Added |
| Vestcor Inc | 24,818 | $3.57M | 0.14% | +1,894+8.3% | Added |
| Wetherby Asset Management Inc | 24,885 | $3.58M | 0.25% | −1,219−4.7% | Reduced |
| Edgestream Partners, L.P. | 24,904 | $3.58M | 0.28% | +24,904 | New |
| FourThought Financial, LLC | 24,909 | $3.58M | 0.53% | −2,079−7.7% | Reduced |
| Jag Capital Management, LLC | 25,106 | $3.61M | 0.50% | −1,835−6.8% | Reduced |
| Sitrin Capital Management LLC | 25,180 | $3.62M | 2.38% | +458+1.9% | Added |
| Pallas Capital Advisors LLC | 24,767 | $3.62M | 0.40% | +1,199+5.1% | Added |
| Graham Capital Management, L.P. | 25,199 | $3.62M | 0.16% | +25,199 | New |
| Ingalls & Snyder LLC | 25,338 | $3.65M | 0.21% | −24−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 25,364 | $3.65M | 0.17% | −27,209−51.8% | Reduced |
| Peloton Wealth Strategists | 25,365 | $3.65M | 1.90% | −60−0.2% | Reduced |
| Independent Advisor Alliance | 25,605 | $3.68M | 0.21% | −628−2.4% | Reduced |
| Arrow Financial Corp | 25,667 | $3.69M | 0.54% | +1,278+5.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,665 | $3.69M | 0.98% | +1,287+5.3% | Added |
| Tudor Investment Corp Et Al | 25,688 | $3.69M | 0.09% | +25,688 | New |
| Snowden Capital Advisors LLC | 25,707 | $3.70M | 0.17% | −825−3.1% | Reduced |
| Salem Investment Counselors Inc | 25,753 | $3.70M | 0.17% | +2,039+8.6% | Added |
| Simmons Bank | 25,784 | $3.71M | 0.35% | +2,224+9.4% | Added |
| Hyman Charles D | 25,849 | $3.72M | 0.29% | +2,788+12.1% | Added |
| Stamos Capital Partners, L.P. | 25,860 | $3.72M | 0.95% | +19,440+302.8% | Added |
| Crewe Advisors LLC | 25,881 | $3.72M | 0.67% | +23,772+1,127.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,034 | $3.75M | 1.06% | −407−1.5% | Reduced |
| Everence Capital Management Inc | 26,087 | $3.75M | 0.35% | −7,780−23.0% | Reduced |
| Independent Financial Group, LLC | 26,093 | $3.75M | 0.34% | −2,120−7.5% | Reduced |
| Codex Capital, L.L.C. | 26,100 | $3.76M | 3.22% | −3,900−13.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 26,214 | $3.77M | 1.95% | −945−3.5% | Reduced |
| Shikiar Asset Management Inc | 26,350 | $3.79M | 1.52% | −203−0.8% | Reduced |
| De Burlo Group Inc | 26,404 | $3.80M | 0.90% | +26,404 | New |
| Marks Group Wealth Management, Inc | 26,500 | $3.81M | 0.58% | +659+2.6% | Added |
| Unio Capital LLC | 26,627 | $3.83M | 2.31% | −12,378−31.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 26,730 | $3.84M | 0.39% | −23,470−46.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,837 | $3.86M | 0.19% | +1,594+6.3% | Added |
| Marlowe Partners LP | 26,994 | $3.88M | 4.64% | −12,053−30.9% | Reduced |
| Gardner Lewis Asset Management L P | 27,127 | $3.90M | 0.90% | −720−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,255 | $3.92M | 0.05% | +3,432+14.4% | Added |
| Toroso Investments, LLC | 27,450 | $3.95M | 0.16% | −55−0.2% | Reduced |
| Mirova | 27,596 | $3.97M | 0.67% | −2,582−8.6% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $3.97M | 0.86% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 27,597 | $3.97M | 0.99% | +1,394+5.3% | Added |
| McRae Capital Management Inc | 27,622 | $3.97M | 1.21% | −17,225−38.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,866 | $4.01M | 3.26% | −3,045−9.9% | Reduced |
| Flputnam Investment Management Co | 27,996 | $4.03M | 0.16% | −311−1.1% | Reduced |
| Corient Capital Partners, LLC | 24,403 | $4.03M | 0.31% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 28,150 | $4.05M | 2.98% | −746−2.6% | Reduced |