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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −8,397−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −7,590−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −7,573−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Amarillo National Bank | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −2,663−100.0% | Sold out |
| Harfst & Associates, Inc. | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| IvyRock Asset Management (HK) Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| WBH Advisory Inc | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| James Hambro & Partners | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Parsec Financial Management, Inc. | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Gill Capital Partners, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| KWB Wealth | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Avenue 1 Advisors, LLC | 0 | $0 | 0.00% | −1,419−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| White Knight Strategic Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| McAlister, Sweet & Associates, Inc. | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Eidelman Virant Capital | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Echo45 Advisors LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Retirement Income Solutions, Inc | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Consolidated Capital Management, LLC | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Clarity Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |