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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.

Institutional holdersQ3 2022: 2,060 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ3 2022: $111.4B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2022.

Institutions holding CRM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
West Bancorporation Inc0$00.00%−1,030−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−690−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−686−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−544−100.0%Sold out
Better Money Decisions, LLC0$00.00%−286−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−250−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−227−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−177−100.0%Sold out
First Bank & Trust0$00.00%−102−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−61−100.0%Sold out
Tfo-TDC, LLC0$00.00%−54−100.0%Sold out
Vectors Research Management, LLC0$00.00%−53−100.0%Sold out
Steward Financial Group LLC0$00.00%−47−100.0%Sold out
Halpern Financial, Inc.0$00.00%−37−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−36−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−24−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−19−100.0%Sold out
First Community Trust NA0$00.00%−15−100.0%Sold out
Tevis Investment Management0$00.00%−15−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−4−100.0%Sold out
WFA of San Diego, LLC0$00.00%−9−100.0%Sold out
Karlinski Andrew C0$00.00%−5−100.0%Sold out
Quintet Private Bank (Europe) S.A.––––Not filed
Corbenic Partners LLC––––Not filed
Crossvault Capital Management LLC––––Not filed
Advisor Partners LLC––––Not filed
Dixon Hubard Feinour & Brown Inc––––Not filed
AO Asset Management, LP––––Not filed
Icon Wealth Partners, LLC––––Not filed
HighPoint Advisor Group LLC––––Not filed
Quadrant Private Wealth Management, LLC––––Not filed
Murphy Capital Management Inc––––Not filed
Frontier Wealth Management LLC––––Not filed
B. Riley Wealth Management, Inc.––––Not filed
Brewin Dolphin Ltd––––Not filed
Altium Wealth Management LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Sciencast Management LP––––Not filed
Exane Derivatives––––Not filed
Intersect Capital LLC––––Not filed
Urban Wealth Management, LLC––––Not filed
Taylor Wealth Management Partners––––Not filed
RiverGlades Family Offices LLC––––Not filed
DRW Securities, LLC––––Not filed
Fieldpoint Private Securities, LLC––––Not filed
BFT Financial Group, LLC––––Not filed
Minot Wealth Management LLC––––Not filed
Pinnacle Private Wealth, LLC––––Not filed
NTB Financial Corp––––Not filed
Glassy Mountain Advisors, Inc.––––Not filed
Cordasco Financial Network––––Not filed
Private Capital Group, LLC––––Not filed
Brewin Dolphin Wealth Management Ltd––––Not filed
HC Financial Advisors Inc––––Not filed
Enterprise Trust & Investment Co––––Not filed
Lake Point Wealth Management––––Not filed