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 |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 167 | $24.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 175 | $25.0K | 0.02% | −50−22.2% | Reduced |
| Tacita Capital Inc | 174 | $25.0K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 190 | $27.3K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 202 | $29.0K | 0.01% | −72−26.3% | Reduced |
| Emerald Advisers, LLC | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 200 | $29.0K | 0.01% | +167+506.1% | Added |
| Cowen and Company, LLC | 25,000 | $30.0K | 0.00% | +18,750+300.0% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $30.0K | 0.01% | −403−100.0% | Reduced |
| RWM Asset Management, LLC | 211 | $30.0K | 0.01% | −61−22.4% | Reduced |
| Siena Capital LLC | 210 | $30.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 207 | $30.0K | 0.00% | +110+113.4% | Added |
| Simplex Trading, LLC | 216 | $31.0K | 0.00% | +200+1,250.0% | Added |
| Capital Advisors, Ltd. LLC | 225 | $32.0K | 0.01% | −20−8.2% | Reduced |
| Osterweis Capital Management Inc | 224 | $32.0K | 0.00% | +224 | New |
| Highline Wealth Partners LLC | 229 | $32.9K | 0.03% | +229 | New |
| Oliver Lagore Vanvalin Investment Group | 228 | $33.0K | 0.02% | −33−12.6% | Reduced |
| Addison Advisors LLC | 230 | $33.0K | 0.02% | −10−4.2% | Reduced |
| Tyler-Stone Wealth Management | 245 | $35.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 224 | $36.0K | 0.02% | −151−40.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 250 | $36.0K | 0.48% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 249 | $36.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 259 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $37.0K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 254 | $37.0K | 0.00% | +151+146.6% | Added |
| Coastal Capital Group, Inc. | 264 | $38.0K | 0.01% | +225+576.9% | Added |
| Ameliora Wealth Management Ltd. | 268 | $38.0K | 0.02% | +268 | New |
| Neo Ivy Capital Management | 275 | $40.0K | 0.11% | +103+59.9% | Added |
| JFS Wealth Advisors, LLC | 286 | $41.0K | 0.00% | −52−15.4% | Reduced |
| GoalVest Advisory LLC | 291 | $42.0K | 0.03% | −4,032−93.3% | Reduced |
| Founders Capital Management | 300 | $43.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 293 | $43.3K | 0.02% | +200+215.1% | Added |
| Estate Counselors, LLC | 308 | $44.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 310 | $45.0K | 0.04% | +50+19.2% | Added |
| CVA Family Office, LLC | 330 | $47.0K | 0.01% | −1,361−80.5% | Reduced |
| Bell Investment Advisors, Inc | 324 | $47.0K | 0.01% | −97−23.0% | Reduced |
| Tortoise Investment Management, LLC | 327 | $47.0K | 0.01% | +21+6.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 326 | $47.0K | 0.01% | +317+3,522.2% | Added |
| Estabrook Capital Management | 331 | $47.6K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 333 | $48.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 333 | $48.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 336 | $48.0K | 0.01% | +167+98.8% | Added |
| SRS Capital Advisors, Inc. | 338 | $49.0K | 0.01% | −30−8.2% | Reduced |
| Country Trust Bank | 339 | $49.0K | 0.00% | +39+13.0% | Added |
| Community Bank, N.A. | 347 | $50.0K | 0.01% | +33+10.5% | Added |
| Portland Hill Asset Management Ltd | 311 | $50.0K | 0.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 365 | $53.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 366 | $53.0K | 0.01% | +15+4.3% | Added |
| Fortis Advisors, LLC | 373 | $54.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 372 | $54.0K | 0.02% | +20+5.7% | Added |
| Plante Moran Financial Advisors, LLC | 384 | $55.0K | 0.01% | −180−31.9% | Reduced |
| Belvedere Trading LLC | 340 | $56.0K | 0.06% | +253+290.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 396 | $56.0K | 0.02% | +396 | New |
| Pacific Center for Financial Services | 394 | $57.0K | 0.02% | −1,362−77.6% | Reduced |
| WFA Asset Management Corp | 400 | $57.5K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 416 | $59.0K | 0.05% | −145−25.8% | Reduced |
| Eagle Bay Advisors LLC | 415 | $60.0K | 0.04% | −58−12.3% | Reduced |
| Prestige Wealth Management Group LLC | 423 | $61.0K | 0.02% | −187−30.7% | Reduced |
| Hudock, Inc. | 428 | $61.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 393 | $63.0K | 0.01% | +34+9.5% | Added |
| Atlas Capital Advisors LLC | 441 | $63.4K | 0.01% | −150−25.4% | Reduced |
| Pin Oak Investment Advisors Inc | 445 | $64.0K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 443 | $64.0K | 0.01% | +182+69.7% | Added |
| Manchester Capital Management LLC | 453 | $65.0K | 0.01% | −18−3.8% | Reduced |
| Antonetti Capital Management LLC | 450 | $65.0K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 452 | $65.0K | 0.01% | +452 | New |
| Carolinas Wealth Consulting LLC | 462 | $66.0K | 0.02% | −227−32.9% | Reduced |
| Logan Capital Management Inc | 456 | $66.0K | 0.00% | −53−10.4% | Reduced |
| Clean Yield Group | 456 | $66.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 460 | $66.0K | 0.01% | +141+44.2% | Added |
| Dakota Community Bank & Trust NA | 460 | $66.0K | 0.46% | +460 | New |
| Mascoma Wealth Management LLC | 467 | $67.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 474 | $68.0K | 0.01% | +54+12.9% | Added |
| Abound Wealth Management | 479 | $68.9K | 0.04% | +479 | New |
| Wagner Wealth Management, LLC | 479 | $69.0K | 0.05% | +55+13.0% | Added |
| Sugarloaf Wealth Management, LLC | 488 | $71.0K | 0.02% | −27−5.2% | Reduced |
| Mach-1 Financial Group, Inc. | 496 | $71.0K | 0.07% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $72.0K | 0.03% | +250+100.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 500 | $72.0K | 0.00% | +500 | New |
| JJJ Advisors Inc. | 518 | $75.0K | 0.02% | −610−54.1% | Reduced |
| Operose Advisors LLC | 522 | $75.0K | 0.05% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 529 | $76.0K | 0.00% | −329−38.3% | Reduced |
| Earnest Partners LLC | 536 | $77.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 543 | $78.0K | 0.02% | −17−3.0% | Reduced |
| Vestor Capital, LLC | 550 | $79.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 559 | $80.0K | 0.07% | −35−5.9% | Reduced |
| Kessler Investment Group, LLC | 554 | $80.0K | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 565 | $81.0K | 0.01% | +4+0.7% | Added |
| Turim 21 Investimentos Ltda. | 563 | $81.0K | 0.07% | +563 | New |
| DT Investment Partners, LLC | 570 | $82.0K | 0.01% | +570 | New |
| Axiom Investment Management LLC | 571 | $83.0K | 0.17% | +571 | New |
| Monolith Advisors | 588 | $84.0K | 0.09% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $86.0K | 0.03% | −40−6.3% | Reduced |
| Hanson & Doremus Investment Management | 626 | $90.0K | 0.02% | −11−1.7% | Reduced |
| Optimum Investment Advisors | 635 | $91.0K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 665 | $96.0K | 0.01% | −37−5.3% | Reduced |
| Archer Investment Corp | 672 | $96.7K | 0.04% | +132+24.4% | Added |