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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 41,244 | $5.93M | 0.50% | −3,406−7.6% | Reduced |
| CMH Wealth Management LLC | 41,350 | $5.95M | 2.18% | +2,192+5.6% | Added |
| Shell Asset Management Co | 41,527 | $5.97M | 0.23% | −10,596−20.3% | Reduced |
| Allen Investment Management LLC | 41,651 | $5.99M | 0.10% | −669−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 41,934 | $6.03M | 0.38% | −72−0.2% | Reduced |
| Bryn Mawr Trust Co | 42,334 | $6.09M | 0.30% | +1,452+3.6% | Added |
| Douglass Winthrop Advisors, LLC | 42,390 | $6.10M | 0.18% | −1,172−2.7% | Reduced |
| Westwood Management Corp | 42,401 | $6.10M | 0.80% | −1,323−3.0% | Reduced |
| Hillman Capital Management, Inc. | 42,553 | $6.12M | 2.54% | +311+0.7% | Added |
| Kinneret Advisory, LLC | 42,722 | $6.14M | 0.85% | 00.0% | Unchanged |
| Motco | 42,834 | $6.16M | 0.49% | +2,386+5.9% | Added |
| EVR Research LP | 43,000 | $6.18M | 1.84% | +4,600+12.0% | Added |
| Ethic Inc. | 43,140 | $6.21M | 0.42% | +375+0.9% | Added |
| Illinois Municipal Retirement Fund | 43,206 | $6.21M | 0.15% | 00.0% | Unchanged |
| Rothschild Investment Corp | 43,317 | $6.23M | 0.62% | −224−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 43,350 | $6.24M | 0.28% | −700−1.6% | Reduced |
| Achmea Investment Management B.V. | 43,437 | $6.25M | 0.22% | −6,444−12.9% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $6.26M | 3.36% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 43,750 | $6.29M | 0.36% | −6,814−13.5% | Reduced |
| CFM Wealth Partners LLC | 43,804 | $6.30M | 2.01% | −606−1.4% | Reduced |
| Essex Investment Management Co LLC | 44,376 | $6.38M | 1.02% | +29,542+199.2% | Added |
| Forbes J M & Co LLP | 44,416 | $6.39M | 1.00% | +227+0.5% | Added |
| Covington Capital Management | 45,066 | $6.48M | 0.28% | −925−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 45,096 | $6.49M | 0.35% | −104−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 45,109 | $6.49M | 2.01% | −1,888−4.0% | Reduced |
| Annex Advisory Services, LLC | 45,374 | $6.53M | 0.44% | +2,329+5.4% | Added |
| Pathstone Family Office, LLC | 45,281 | $6.55M | 0.12% | +14,355+46.4% | Added |
| Worldquant Millennium Advisors LLC | 45,603 | $6.56M | 0.16% | +45,603 | New |
| Selective Wealth Management, Inc. | 45,993 | $6.62M | 2.84% | −1,134−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 46,065 | $6.63M | 0.65% | −2,914−5.9% | Reduced |
| Exchange Capital Management, Inc. | 46,149 | $6.64M | 1.54% | +2,209+5.0% | Added |
| Mercer Global Advisors Inc | 46,423 | $6.68M | 0.04% | −3,652−7.3% | Reduced |
| Carroll Investors, Inc | 46,424 | $6.68M | 5.39% | +3,410+7.9% | Added |
| Ziegler Capital Management, LLC | 46,473 | $6.68M | 0.29% | −22,704−32.8% | Reduced |
| Progressive Investment Management Corp | 46,514 | $6.69M | 2.75% | +98+0.2% | Added |
| Gifford Fong Associates | 47,621 | $6.85M | 1.69% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 47,850 | $6.88M | 1.33% | +1,671+3.6% | Added |
| Kempen Capital Management N.V. | 48,254 | $6.94M | 0.28% | +43,608+938.6% | Added |
| Private Asset Management Inc | 48,465 | $6.97M | 1.23% | +2,853+6.3% | Added |
| Credit Agricole S A | 48,868 | $7.03M | 0.24% | −4,028−7.6% | Reduced |
| Philadelphia Trust Co | 48,880 | $7.03M | 0.80% | +3,443+7.6% | Added |
| Verition Fund Management LLC | 48,896 | $7.03M | 0.10% | +16,510+51.0% | Added |
| Eagle Global Advisors LLC | 49,044 | $7.05M | 0.53% | −4,614−8.6% | Reduced |
| Calamos Wealth Management LLC | 49,065 | $7.06M | 0.61% | +348+0.7% | Added |
| Stillwater Capital Advisors, LLC | 49,326 | $7.09M | 1.62% | −425−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 45,782 | $7.12M | 1.04% | +3,111+7.3% | Added |
| Highland Capital Management Fund Advisors, L.P. | 49,809 | $7.17M | 0.48% | −10,191−17.0% | Reduced |
| Sandy Spring Bank | 49,886 | $7.18M | 0.46% | −527−1.0% | Reduced |
| First Sabrepoint Capital Management LP | 50,000 | $7.19M | 3.49% | −20,000−28.6% | Reduced |
| Covington Investment Advisors Inc. | 50,199 | $7.22M | 1.87% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 50,300 | $7.24M | 0.08% | +50,300 | New |
| Xcel Wealth Management, LLC | 50,307 | $7.24M | 2.69% | +1,185+2.4% | Added |
| Chesley Taft & Associates LLC | 50,468 | $7.26M | 0.53% | +456+0.9% | Added |
| New Mexico Educational Retirement Board | 50,786 | $7.30M | 0.40% | −3,800−7.0% | Reduced |
| Congress Asset Management Co | 50,843 | $7.31M | 0.08% | +11,146+28.1% | Added |
| Crossmark Global Holdings, Inc. | 51,112 | $7.35M | 0.20% | −593−1.1% | Reduced |
| Cullinan Associates Inc | 51,196 | $7.36M | 0.47% | −2,000−3.8% | Reduced |
| Bokf, NA | 51,319 | $7.38M | 0.15% | −9,226−15.2% | Reduced |
| Sycomore Asset Management | 50,788 | $7.43M | 2.10% | −8,058−13.7% | Reduced |
| Adell Harriman & Carpenter Inc | 51,670 | $7.43M | 0.90% | −5,464−9.6% | Reduced |
| Bradley Foster & Sargent Inc | 51,790 | $7.45M | 0.21% | −8,148−13.6% | Reduced |
| Northstar Asset Management Inc | 51,874 | $7.46M | 2.58% | −1,264−2.4% | Reduced |
| Zeke Capital Advisors, LLC | 52,341 | $7.53M | 0.55% | −177,580−77.2% | Reduced |
| Abbrea Capital, LLC | 52,556 | $7.56M | 1.43% | −1,073−2.0% | Reduced |
| First Horizon Advisors, Inc. | 52,830 | $7.60M | 0.30% | −392−0.7% | Reduced |
| Barrier Capital Management, LLC | 52,848 | $7.60M | 10.59% | +8,630+19.5% | Added |
| Captrust Financial Advisors | 53,184 | $7.65M | 0.04% | +8,144+18.1% | Added |
| Edge Wealth Management LLC | 52,912 | $7.72M | 1.71% | +247+0.5% | Added |
| Invenomic Capital Management LP | 53,787 | $7.74M | 0.67% | +7,951+17.3% | Added |
| Jasper Ridge Partners, L.P. | 54,174 | $7.79M | 0.52% | −69−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 54,415 | $7.83M | 0.21% | −51,631−48.7% | Reduced |
| Oppenheimer & Co Inc | 54,465 | $7.83M | 0.18% | +2,639+5.1% | Added |
| Intech Investment Management LLC | 54,909 | $7.90M | 0.06% | +14,310+35.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 55,575 | $7.99M | 2.89% | −1,907−3.3% | Reduced |
| Boston Private Wealth LLC | 56,145 | $8.08M | 0.12% | −2,280−3.9% | Reduced |
| Gradient Investments LLC | 57,484 | $8.27M | 0.25% | +54,572+1,874.0% | Added |
| JustInvest LLC | 57,504 | $8.27M | 0.37% | +1,645+2.9% | Added |
| Marco Investment Management LLC | 57,563 | $8.28M | 1.05% | +3,980+7.4% | Added |
| Huntington National Bank | 57,703 | $8.30M | 0.09% | −7,701−11.8% | Reduced |
| Metropolitan Life Insurance Co | 57,955 | $8.34M | 0.40% | −612−1.0% | Reduced |
| Liontrust Investment Partners LLP | 58,000 | $8.34M | 0.14% | −21,700−27.2% | Reduced |
| Zevenbergen Capital Investments LLC | 58,000 | $8.34M | 0.24% | +58,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 58,946 | $8.48M | 0.36% | +3,364+6.1% | Added |
| Sit Investment Associates Inc | 59,439 | $8.55M | 0.26% | −2,430−3.9% | Reduced |
| Evergreen Capital Management LLC | 59,825 | $8.61M | 0.45% | +46,691+355.5% | Added |
| Ally Financial Inc. | 60,000 | $8.63M | 1.42% | 00.0% | Unchanged |
| Community Trust & Investment Co | 60,346 | $8.68M | 0.83% | −434−0.7% | Reduced |
| Dash Acquisitions Inc. | 60,817 | $8.75M | 4.89% | +3,946+6.9% | Added |
| Wolverine Trading, LLC | 59,794 | $8.78M | 0.34% | +45,383+314.9% | Added |
| Jones Financial Companies LLLP | 61,430 | $8.84M | 0.02% | −168−0.3% | Reduced |
| Highland Capital Management, LLC | 61,618 | $8.86M | 0.68% | +23,890+63.3% | Added |
| Atria Wealth Solutions, Inc. | 61,853 | $8.90M | 0.15% | +26,451+74.7% | Added |
| Private Advisor Group, LLC | 61,870 | $8.90M | 0.10% | −13,974−18.4% | Reduced |
| Trybe Capital Management LP | 63,158 | $9.09M | 9.08% | −5,813−8.4% | Reduced |
| Lyell Wealth Management, LP | 63,427 | $9.12M | 1.55% | +1,412+2.3% | Added |
| Louisiana State Employees Retirement System | 63,700 | $9.16M | 0.27% | +800+1.3% | Added |
| GDS Wealth Management | 64,112 | $9.22M | 2.05% | +6,838+11.9% | Added |
| Sequoia Financial Advisors, LLC | 65,055 | $9.36M | 0.29% | −1,136−1.7% | Reduced |
| Channing Capital Management, LLC | 65,293 | $9.39M | 0.32% | +5,454+9.1% | Added |
| Walleye Trading LLC | 65,314 | $9.39M | 0.31% | −172,308−72.5% | Reduced |