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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 675 | $97.0K | 0.05% | −130−16.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 678 | $98.0K | 0.00% | −7−1.0% | Reduced |
| Stephens Investment Management Group LLC | 680 | $98.0K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 700 | $101.0K | 0.10% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $101.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 705 | $101.0K | 0.00% | +705 | New |
| Tobam | 706 | $102.0K | 0.01% | −647−47.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 740 | $106.0K | 0.07% | +740 | New |
| First Command Bank | 750 | $108.0K | 0.02% | −44−5.5% | Reduced |
| First Command Financial Services, Inc. | 750 | $108.0K | 0.02% | −44−5.5% | Reduced |
| Trustcore Financial Services, LLC | 766 | $110.0K | 0.01% | −172−18.3% | Reduced |
| TFC Financial Management | 765 | $110.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 762 | $110.0K | 0.08% | +10+1.3% | Added |
| Atlantic Trust, LLC | 801 | $115.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 850 | $122.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 848 | $122.0K | 0.02% | +471+124.9% | Added |
| West Paces Advisors Inc. | 852 | $122.6K | 0.04% | −61−6.7% | Reduced |
| NuWave Investment Management, LLC | 853 | $123.0K | 0.14% | +853 | New |
| Banco de Sabadell, S.A | 900 | $132.0K | 0.11% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 662 | $134.2K | 0.03% | −952−59.0% | Reduced |
| Deseret Mutual Benefit Administrators | 966 | $139.0K | 0.04% | −86−8.2% | Reduced |
| Bank of New Hampshire | 976 | $140.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 990 | $142.0K | 0.03% | −430−30.3% | Reduced |
| Sage Private Wealth Group, LLC | 989 | $142.0K | 0.19% | 00.0% | Unchanged |
| Price Jennifer C. | 1,000 | $144.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,015 | $146.0K | 0.04% | −322−24.1% | Reduced |
| Wellington Shields & Co., LLC | 1,031 | $148.0K | 0.06% | −270−20.8% | Reduced |
| Vigilant Capital Management, LLC | 1,032 | $148.0K | 0.01% | +626+154.2% | Added |
| North Star Investment Management Corp. | 1,039 | $149.0K | 0.01% | +200+23.8% | Added |
| Sittner & Nelson, LLC | 1,036 | $149.0K | 0.10% | +300+40.8% | Added |
| Standard Family Office LLC | 1,046 | $150.0K | 0.07% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,054 | $152.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,070 | $154.0K | 0.05% | −1,520−58.7% | Reduced |
| Castle Wealth Management LLC | 1,141 | $164.0K | 0.10% | −1−0.1% | Reduced |
| Kozak & Associates, Inc. | 1,155 | $165.0K | 0.10% | +443+62.2% | Added |
| Versant Capital Management, Inc | 1,156 | $166.0K | 0.07% | +15+1.3% | Added |
| Sofos Investments, Inc. | 1,160 | $167.0K | 0.02% | −2,254−66.0% | Reduced |
| Emfo, LLC | 1,163 | $167.0K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,164 | $168.0K | 0.05% | −10,269−89.8% | Reduced |
| Wolverine Asset Management LLC | 1,182 | $170.0K | 0.00% | −599−33.6% | Reduced |
| Front Row Advisors LLC | 1,181 | $170.0K | 0.09% | +5+0.4% | Added |
| Oakworth Capital, Inc. | 1,205 | $173.0K | 0.02% | +66+5.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,276 | $187.0K | 0.00% | −2,256−63.9% | Reduced |
| American National Bank | 1,337 | $192.0K | 0.05% | +82+6.5% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $192.0K | 0.25% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,342 | $193.0K | 0.04% | +444+49.4% | Added |
| Larson Financial Group LLC | 1,344 | $193.0K | 0.03% | +717+114.4% | Added |
| Arlington Partners LLC | 1,359 | $195.0K | 0.08% | −23−1.7% | Reduced |
| CNB Bank | 1,355 | $195.0K | 0.13% | +9+0.7% | Added |
| Adirondack Trust Co | 1,362 | $196.0K | 0.11% | +42+3.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,354 | $200.0K | 0.16% | −95−6.6% | Reduced |
| IFG Advisors, LLC | 1,390 | $200.0K | 0.10% | +24+1.8% | Added |
| Nelson Capital Management, LLC | 1,395 | $201.0K | 0.06% | −8−0.6% | Reduced |
| Sierra Capital LLC | 1,395 | $201.0K | 0.04% | −12−0.9% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $201.0K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,400 | $201.0K | 0.04% | +30+2.2% | Added |
| Lakeview Capital Partners, LLC | 1,400 | $201.0K | 0.08% | +150+12.0% | Added |
| Nicholas Investment Partners, LP | 1,405 | $202.0K | 0.02% | +1,405 | New |
| Capital Advisory Group Advisory Services, LLC | 1,409 | $203.0K | 0.14% | −70−4.7% | Reduced |
| Cypress Capital Management LLC (WY) | 1,420 | $204.0K | 0.29% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,425 | $205.0K | 0.07% | +8+0.6% | Added |
| True North Advisors, LLC | 1,434 | $206.0K | 0.07% | −369−20.5% | Reduced |
| ASB Consultores, LLC | 1,435 | $206.0K | 0.10% | −38−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,435 | $206.0K | 0.25% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,434 | $206.0K | 0.08% | +10+0.7% | Added |
| City State Bank | 1,432 | $206.0K | 0.14% | +345+31.7% | Added |
| Vienna Asset Management LLC | 1,436 | $207.0K | 0.58% | −1,358−48.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,441 | $207.0K | 0.00% | −350−19.5% | Reduced |
| Core Alternative Capital | 1,437 | $207.0K | 0.03% | +359+33.3% | Added |
| Frank, Rimerman Advisors LLC | 1,444 | $207.7K | 0.07% | +1,444 | New |
| Whitener Capital Management, Inc. | 1,451 | $208.0K | 0.10% | −365−20.1% | Reduced |
| Private Advisory Group LLC | 1,447 | $208.0K | 0.05% | +115+8.6% | Added |
| Heritage Wealth Advisors | 1,452 | $208.9K | 0.02% | −40−2.7% | Reduced |
| United Maritime Capital LLC | 1,450 | $209.0K | 1.37% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,491 | $210.0K | 0.02% | 00.0% | Unchanged |
| Somerset Group LLC | 1,460 | $210.0K | 0.19% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,461 | $210.0K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,483 | $211.0K | 0.13% | −4,534−75.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,468 | $211.0K | 0.01% | +210+16.7% | Added |
| Farmers & Merchants Investments Inc | 1,465 | $211.0K | 0.01% | +250+20.6% | Added |
| Capstone Financial Advisors, Inc. | 1,465 | $211.0K | 0.02% | +1,465 | New |
| Lion Street Advisors, LLC | 1,480 | $212.0K | 0.11% | +287+24.1% | Added |
| Pensionmark Financial Group, LLC | 1,475 | $212.0K | 0.05% | +83+6.0% | Added |
| Lee Danner & Bass Inc | 1,471 | $212.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,474 | $212.0K | 0.11% | +10+0.7% | Added |
| Zullo Investment Group, Inc. | 1,473 | $212.0K | 0.14% | +650+79.0% | Added |
| First National Bank Sioux Falls | 1,483 | $213.0K | 0.22% | +100+7.2% | Added |
| Vise Technologies, Inc. | 1,491 | $214.0K | 0.08% | +47+3.3% | Added |
| Berger Financial Group, Inc | 1,497 | $215.0K | 0.03% | −42−2.7% | Reduced |
| Ford Financial Group, LLC | 1,495 | $215.0K | 0.09% | −9−0.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $216.0K | 0.01% | −74,553−98.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,504 | $216.0K | 0.03% | −770−33.9% | Reduced |
| Parthenon LLC | 1,500 | $216.0K | 0.04% | −500−25.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,499 | $216.0K | 0.02% | +276+22.6% | Added |
| Gsa Capital Partners LLP | 1,507 | $217.0K | 0.03% | −343−18.5% | Reduced |
| Ancora Advisors, LLC | 1,512 | $217.0K | 0.01% | −319−17.4% | Reduced |
| Mengis Capital Management, Inc. | 1,510 | $217.0K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,512 | $217.0K | 0.08% | +100+7.1% | Added |
| Magnus Financial Group LLC | 1,511 | $217.0K | 0.04% | +145+10.6% | Added |
| RSM US Wealth Management LLC | 1,511 | $217.0K | 0.01% | +1,511 | New |