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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 28,300 | $4.07M | 0.22% | 00.0% | Unchanged |
| Novare Capital Management LLC | 28,528 | $4.10M | 0.53% | −8,326−22.6% | Reduced |
| Strategic Advisors LLC | 28,538 | $4.10M | 0.91% | −852−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 28,629 | $4.12M | 0.24% | −5,479−16.1% | Reduced |
| Sandler Capital Management | 28,771 | $4.14M | 0.89% | −76,986−72.8% | Reduced |
| Dowling & Yahnke LLC | 28,944 | $4.16M | 0.19% | +330+1.2% | Added |
| Brighton Jones LLC | 29,299 | $4.21M | 0.25% | −859−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 29,380 | $4.23M | 0.12% | −1,182−3.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 29,733 | $4.28M | 0.22% | −2,195−6.9% | Reduced |
| Prentiss Smith & Co Inc | 29,784 | $4.28M | 3.81% | −114−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,933 | $4.31M | 0.08% | −484−1.6% | Reduced |
| WoodTrust Financial Corp | 29,952 | $4.31M | 0.97% | +1,228+4.3% | Added |
| Prudential PLC | 29,980 | $4.31M | 0.07% | +1,526+5.4% | Added |
| Union Square Park Capital Management, LLC | 30,000 | $4.32M | 6.21% | +30,000 | New |
| Axxcess Wealth Management, LLC | 30,022 | $4.32M | 0.43% | +6,456+27.4% | Added |
| Guinness Atkinson Asset Management Inc | 30,033 | $4.32M | 2.76% | 00.0% | Unchanged |
| SP Asset Management | 30,044 | $4.32M | 0.59% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30,057 | $4.32M | 0.63% | +167+0.6% | Added |
| Shufro Rose & Co LLC | 30,179 | $4.34M | 0.43% | +533+1.8% | Added |
| Financial Partners Capital Management LLC | 30,659 | $4.41M | 1.04% | +280+0.9% | Added |
| Azzad Asset Management Inc | 27,164 | $4.41M | 0.44% | +296+1.1% | Added |
| Strategic Wealth Designers | 30,670 | $4.41M | 1.27% | +2,601+9.3% | Added |
| Fiduciary Group LLC | 28,319 | $4.43M | 0.57% | −1,766−5.9% | Reduced |
| Maven Securities LTD | 31,187 | $4.49M | 0.21% | +6,561+26.6% | Added |
| Bank of the West | 31,289 | $4.50M | 0.59% | +332+1.1% | Added |
| Parsons Capital Management Inc | 31,317 | $4.50M | 0.40% | −3,792−10.8% | Reduced |
| Assetmark, Inc | 31,387 | $4.51M | 0.02% | +3,983+14.5% | Added |
| Oak Harvest Investment Services | 31,660 | $4.55M | 1.21% | −700−2.2% | Reduced |
| Bogart Wealth, LLC | 31,745 | $4.57M | 0.38% | +4,344+15.9% | Added |
| Hudson Valley Investment Advisors Inc | 31,828 | $4.58M | 0.73% | +1,149+3.7% | Added |
| Fiduciary Trust Co | 31,949 | $4.59M | 0.10% | +1,517+5.0% | Added |
| Raymond James Trust N.A. | 31,991 | $4.60M | 0.17% | +689+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 32,346 | $4.65M | 0.38% | +1,700+5.5% | Added |
| Autus Asset Management, LLC | 32,392 | $4.66M | 0.89% | −216−0.7% | Reduced |
| Cresset Asset Management, LLC | 32,517 | $4.68M | 0.06% | +2,512+8.4% | Added |
| Great Valley Advisor Group, Inc. | 32,765 | $4.71M | 0.26% | +4,272+15.0% | Added |
| Fragasso Group Inc. | 32,782 | $4.71M | 0.67% | +7,586+30.1% | Added |
| Exencial Wealth Advisors, LLC | 32,983 | $4.74M | 0.29% | −3,404−9.4% | Reduced |
| National Asset Management, Inc. | 33,012 | $4.75M | 0.14% | +5,129+18.4% | Added |
| Aigen Investment Management, LP | 33,208 | $4.78M | 0.69% | +27,641+496.5% | Added |
| Aptus Capital Advisors, LLC | 33,649 | $4.84M | 0.15% | −15,025−30.9% | Reduced |
| Acadian Asset Management LLC | 33,698 | $4.84M | 0.03% | +12,892+62.0% | Added |
| Tiger Management L.L.C. | 33,700 | $4.85M | 2.90% | +33,700 | New |
| ExodusPoint Capital Management, LP | 33,843 | $4.87M | 0.07% | −41,841−55.3% | Reduced |
| Seldon Capital LP | 33,903 | $4.88M | 3.48% | +33,100+4,122.0% | Added |
| Whittier Trust Co of Nevada Inc | 34,065 | $4.90M | 0.21% | −1,176−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 34,230 | $4.92M | 0.41% | +2,444+7.7% | Added |
| Grassi Investment Management | 34,408 | $4.95M | 0.73% | −5,688−14.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 34,590 | $4.97M | 0.14% | +31,265+940.3% | Added |
| Seven Post Investment Office LP | 34,629 | $4.98M | 1.94% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,715 | $4.99M | 0.23% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 34,765 | $5.00M | 0.64% | +4,686+15.6% | Added |
| Trexquant Investment LP | 34,875 | $5.02M | 0.18% | +8,162+30.6% | Added |
| KCM Investment Advisors LLC | 34,963 | $5.03M | 0.23% | −2,036−5.5% | Reduced |
| Hunt Lane Capital LP | 35,000 | $5.03M | 12.72% | +5,000+16.7% | Added |
| SG3 Management, LLC | 35,000 | $5.03M | 3.19% | +35,000 | New |
| Avantax Advisory Services, Inc. | 35,038 | $5.04M | 0.08% | +730+2.1% | Added |
| D.A. Davidson & Co. | 35,204 | $5.06M | 0.07% | +4,133+13.3% | Added |
| Strategic Wealth Advisors Group, LLC | 35,376 | $5.09M | 0.22% | +12,884+57.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,658 | $5.13M | 0.48% | +1,714+5.0% | Added |
| AXS Investments LLC | 35,769 | $5.14M | 2.00% | −1,973−5.2% | Reduced |
| Waverton Investment Management Ltd | 35,775 | $5.15M | 0.21% | −5,532−13.4% | Reduced |
| Lord, Abbett & Co. LLC | 35,805 | $5.15M | 0.02% | +9,562+36.4% | Added |
| Orion Portfolio Solutions, LLC | 36,110 | $5.19M | 0.21% | +1,709+5.0% | Added |
| China Universal Asset Management Co., Ltd. | 36,543 | $5.26M | 2.21% | −2,657−6.8% | Reduced |
| Profund Advisors LLC | 36,554 | $5.26M | 0.38% | +1,546+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,956 | $5.32M | 0.13% | −6,493−14.9% | Reduced |
| Regentatlantic Capital LLC | 37,032 | $5.33M | 0.16% | −4,249−10.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 37,139 | $5.34M | 1.38% | +3,637+10.9% | Added |
| Valeo Financial Advisors, LLC | 83,339 | $5.35M | 0.34% | +1,979+2.4% | Added |
| Means Investment Co., Inc. | 37,351 | $5.37M | 1.17% | −36−0.1% | Reduced |
| RPG Investment Advisory, LLC | 37,478 | $5.39M | 1.16% | +6,170+19.7% | Added |
| First National Trust Co | 37,571 | $5.40M | 0.32% | +760+2.1% | Added |
| Trust Co of Vermont | 38,197 | $5.49M | 0.43% | +1,987+5.5% | Added |
| Parallel Advisors, LLC | 38,561 | $5.55M | 0.26% | −452−1.2% | Reduced |
| United Services Automobile Association | 38,636 | $5.56M | 0.15% | +2,573+7.1% | Added |
| Central Trust Co | 38,929 | $5.60M | 0.19% | −1,576−3.9% | Reduced |
| Moors & Cabot, Inc. | 38,952 | $5.60M | 0.43% | +218+0.6% | Added |
| Johnson Investment Counsel Inc | 38,993 | $5.61M | 0.08% | +932+2.4% | Added |
| Keybank National Association | 39,016 | $5.61M | 0.03% | −3,264−7.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 39,101 | $5.62M | 0.31% | −476−1.2% | Reduced |
| Shelton Capital Management | 39,101 | $5.62M | 0.27% | +13,600+53.3% | Added |
| Sigma Planning Corp | 39,249 | $5.65M | 0.22% | +440+1.1% | Added |
| Evercore Wealth Management, LLC | 39,323 | $5.66M | 0.13% | −156−0.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 39,486 | $5.68M | 0.34% | −267−0.7% | Reduced |
| Commerce Bank | 39,572 | $5.69M | 0.05% | +274+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 39,667 | $5.71M | 0.78% | −2,330−5.5% | Reduced |
| Cutler Group LP | 39,672 | $5.71M | 0.69% | +5,745+16.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,885 | $5.74M | 0.04% | −102,916−72.1% | Reduced |
| Bank Hapoalim BM | 39,915 | $5.74M | 0.72% | +313+0.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,395 | $5.75M | 0.50% | −3,658−8.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 40,000 | $5.75M | 0.98% | +22,000+122.2% | Added |
| Wedbush Securities Inc | 40,058 | $5.76M | 0.32% | +1,179+3.0% | Added |
| TLWM | 63,188 | $5.79M | 2.71% | +56,615+861.3% | Added |
| St Germain D J Co Inc | 35,188 | $5.81M | 0.38% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 40,461 | $5.82M | 0.03% | −39,839−49.6% | Reduced |
| Advisory Services Network, LLC | 40,470 | $5.82M | 0.21% | −7,104−14.9% | Reduced |
| Prospera Financial Services Inc | 40,674 | $5.85M | 0.31% | +163+0.4% | Added |
| Beacon Pointe Advisors, LLC | 41,055 | $5.90M | 0.13% | −8,662−17.4% | Reduced |
| Ergoteles LLC | 41,156 | $5.92M | 0.21% | −45,128−52.3% | Reduced |