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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 65,319 | $9.39M | 0.56% | +34,917+114.9% | Added |
| Cortland Associates Inc | 65,515 | $9.42M | 1.68% | −624−0.9% | Reduced |
| Anchor Capital Advisors LLC | 66,801 | $9.61M | 0.26% | −3,424−4.9% | Reduced |
| Freestone Capital Holdings, LLC | 67,277 | $9.68M | 0.44% | −9,570−12.5% | Reduced |
| Nomura Holdings Inc | 66,598 | $9.70M | 0.10% | +21,491+47.6% | Added |
| Old National Bancorp | 67,809 | $9.75M | 0.33% | +991+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 68,144 | $9.80M | 0.56% | +14,500+27.0% | Added |
| TD Waterhouse Canada Inc. | 61,726 | $9.82M | 0.11% | −30,366−33.0% | Reduced |
| Roffman Miller Associates Inc | 68,278 | $9.82M | 0.90% | +2,651+4.0% | Added |
| Beacon Investment Advisory Services, Inc. | 68,347 | $9.83M | 0.54% | −1,444−2.1% | Reduced |
| Amica Mutual Insurance Co | 68,527 | $9.86M | 1.40% | +4,064+6.3% | Added |
| Erste Asset Management GmbH | 67,263 | $9.87M | 0.22% | +8,595+14.7% | Added |
| Washington Trust Co | 69,438 | $9.99M | 0.50% | −853−1.2% | Reduced |
| Kadensa Capital Ltd | 69,699 | $10.0M | 3.28% | +48,274+225.3% | Added |
| Providence Equity Partners L.L.C. | 69,950 | $10.1M | 0.35% | +69,950 | New |
| Oak Associates, Ltd | 71,250 | $10.2M | 0.87% | −1,050−1.5% | Reduced |
| Middleton & Co Inc | 71,447 | $10.3M | 1.56% | −14,447−16.8% | Reduced |
| Thomasville National Bank | 72,021 | $10.4M | 1.24% | +1,832+2.6% | Added |
| Group One Trading, L.P. | 72,525 | $10.4M | 0.34% | −87,496−54.7% | Reduced |
| Whittier Trust Co | 72,907 | $10.5M | 0.22% | −283−0.4% | Reduced |
| MML Investors Services, LLC | 73,104 | $10.5M | 0.08% | −12,443−14.5% | Reduced |
| Synovus Financial Corp | 74,051 | $10.6M | 0.13% | +2,580+3.6% | Added |
| Jefferies Group LLC | 74,346 | $10.7M | 0.31% | +19,168+34.7% | Added |
| Elo Mutual Pension Insurance Co | 74,649 | $10.7M | 0.41% | −2,992−3.9% | Reduced |
| Gotham Asset Management, LLC | 74,826 | $10.8M | 0.32% | +20,875+38.7% | Added |
| Pacer Advisors, Inc. | 74,914 | $10.8M | 0.08% | +73,333+4,638.4% | Added |
| Fulton Breakefield Broenniman LLC | 75,008 | $10.8M | 1.01% | −1,936−2.5% | Reduced |
| SG Americas Securities, LLC | 75,470 | $10.9M | 0.17% | +19,003+33.7% | Added |
| Bridgecreek Investment Management, LLC | 75,535 | $10.9M | 2.32% | +350.0% | Added |
| Oregon Public Employees Retirement Fund | 76,058 | $10.9M | 0.16% | −1,851−2.4% | Reduced |
| Yarbrough Capital, LLC | 76,168 | $11.0M | 0.87% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,500 | $11.1M | 1.99% | +13,000+20.8% | Added |
| Equitable Trust Co | 77,123 | $11.1M | 0.92% | −4,458−5.5% | Reduced |
| Kentucky Retirement Systems | 77,887 | $11.2M | 0.48% | +4,149+5.6% | Added |
| Cornerstone Capital, Inc. | 78,339 | $11.3M | 1.58% | −135−0.2% | Reduced |
| RMB Capital Management, LLC | 78,661 | $11.3M | 0.42% | −114,337−59.2% | Reduced |
| Atria Investments LLC | 78,718 | $11.3M | 0.25% | −1,422−1.8% | Reduced |
| Paragon Capital Management Ltd | 79,520 | $11.4M | 3.27% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 79,786 | $11.5M | 0.38% | −2,744−3.3% | Reduced |
| Cerity Partners LLC | 79,819 | $11.5M | 0.14% | −1,064−1.3% | Reduced |
| Mizuho Markets Cayman LP | 80,809 | $11.6M | 1.66% | +22,505+38.6% | Added |
| Lido Advisors, LLC | 81,361 | $11.7M | 0.23% | +2,571+3.3% | Added |
| Wesbanco Bank Inc | 81,480 | $11.7M | 0.79% | −31,050−27.6% | Reduced |
| Thunderbird Partners LLP | 82,333 | $11.8M | 3.29% | +82,333 | New |
| Securian Asset Management, Inc | 83,156 | $12.0M | 0.36% | +427+0.5% | Added |
| Doyle Wealth Management | 83,393 | $12.0M | 1.03% | +2,701+3.3% | Added |
| Davidson Investment Advisors | 84,358 | $12.1M | 1.02% | +3,340+4.1% | Added |
| Bridges Investment Management Inc | 85,531 | $12.3M | 0.47% | −847−1.0% | Reduced |
| Granite Investment Partners, LLC | 86,365 | $12.4M | 0.54% | −18,946−18.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 86,409 | $12.4M | 0.37% | −4,290−4.7% | Reduced |
| Cetera Advisor Networks LLC | 86,671 | $12.5M | 0.15% | +11,585+15.4% | Added |
| AE Wealth Management LLC | 87,248 | $12.6M | 0.10% | +44,277+103.0% | Added |
| NorthCrest Asset Manangement, LLC | 87,638 | $12.6M | 0.68% | +2,462+2.9% | Added |
| Front Barnett Associates LLC | 88,165 | $12.7M | 1.67% | +840+1.0% | Added |
| Norinchukin Bank, The | 89,173 | $12.8M | 0.26% | +5,363+6.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 88,732 | $12.9M | 2.01% | +6,481+7.9% | Added |
| Pittenger & Anderson Inc | 90,942 | $13.1M | 0.79% | −453−0.5% | Reduced |
| Perigon Wealth Management, LLC | 91,987 | $13.2M | 1.14% | −634−0.7% | Reduced |
| Cetera Advisors LLC | 92,234 | $13.3M | 0.35% | +4,335+4.9% | Added |
| MayTech Global Investments, LLC | 92,994 | $13.4M | 4.88% | −2,945−3.1% | Reduced |
| Chilton Capital Management LLC | 93,009 | $13.4M | 0.89% | +10,883+13.3% | Added |
| J. Goldman & Co LP | 93,365 | $13.4M | 1.01% | +93,365 | New |
| Coronation Fund Managers Ltd. | 93,799 | $13.5M | 0.72% | +14,906+18.9% | Added |
| TCTC Holdings, LLC | 95,540 | $13.7M | 0.59% | +246+0.3% | Added |
| Franklin Street Advisors Inc | 96,853 | $13.9M | 1.41% | +1,531+1.6% | Added |
| Hartford Investment Management Co | 97,328 | $14.0M | 0.45% | −636−0.6% | Reduced |
| MMBG Investment Advisors Co. | 97,456 | $14.0M | 1.88% | +2,670+2.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 85,211 | $14.1M | 0.97% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 98,314 | $14.1M | 0.26% | −567−0.6% | Reduced |
| British Columbia Investment Management Corp | 98,490 | $14.2M | 0.16% | −15,946−13.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 99,703 | $14.3M | 0.35% | −4,542−4.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | $14.4M | 0.24% | 00.0% | Unchanged |
| Boston Family Office LLC | 100,427 | $14.4M | 1.28% | +10,997+12.3% | Added |
| NS Partners Ltd | 101,424 | $14.6M | 0.95% | +3,626+3.7% | Added |
| CIBC World Markets Corp | 101,797 | $14.6M | 0.20% | −38,748−27.6% | Reduced |
| PEAK6 Investments LLC | 102,785 | $14.8M | 0.55% | +102,781+2,569,525.0% | Added |
| Pictet & Cie (Europe) SA | 104,816 | $15.1M | 0.74% | +13,880+15.3% | Added |
| Zacks Investment Management | 104,990 | $15.1M | 0.24% | −1,283−1.2% | Reduced |
| Greenleaf Trust | 105,749 | $15.2M | 0.23% | −831−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 108,071 | $15.5M | 1.32% | −4,412−3.9% | Reduced |
| Cambridge Trust Co | 108,211 | $15.6M | 0.74% | −2,737−2.5% | Reduced |
| Guinness Asset Management LTD | 108,894 | $15.7M | 0.53% | −2,122−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 108,618 | $15.7M | 0.25% | +19,601+22.0% | Added |
| ClariVest Asset Management LLC | 109,143 | $15.7M | 0.76% | −6,600−5.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 110,461 | $15.9M | 0.68% | +1,321+1.2% | Added |
| Pinnacle Financial Partners Inc | 110,748 | $15.9M | 0.58% | +21,834+24.6% | Added |
| CWM, LLC | 111,901 | $16.1M | 0.13% | −3,474−3.0% | Reduced |
| Howard Capital Management Group, LLC | 113,527 | $16.3M | 2.06% | −420−0.4% | Reduced |
| Cornerstone Advisors, LLC | 115,000 | $16.5M | 0.81% | 00.0% | Unchanged |
| Czech National Bank | 115,633 | $16.6M | 0.48% | +115,633 | New |
| Border to Coast Pensions Partnership Ltd | 116,971 | $16.8M | 0.54% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 117,277 | $16.9M | 0.80% | −1,922−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 117,342 | $16.9M | 0.14% | −136,213−53.7% | Reduced |
| Kestra Advisory Services, LLC | 118,469 | $17.0M | 0.18% | +3,916+3.4% | Added |
| Governors Lane LP | 118,500 | $17.0M | 1.62% | +59,200+99.8% | Added |
| Ithaka Group LLC | 121,417 | $17.5M | 3.89% | −4,813−3.8% | Reduced |
| Baader Bank INC | 121,441 | $17.5M | 1.51% | +43,877+56.6% | Added |
| Silvant Capital Management LLC | 122,025 | $17.6M | 1.19% | +108,197+782.4% | Added |
| Brinker Capital Investments, LLC | 123,257 | $17.7M | 0.37% | +21,338+20.9% | Added |
| Maryland Capital Management | 123,944 | $17.8M | 1.49% | +822+0.7% | Added |