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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 1,516 | $218.0K | 0.05% | −70−4.4% | Reduced |
| Canton Hathaway, LLC | 1,513 | $218.0K | 0.08% | −25−1.6% | Reduced |
| Busey Wealth Management | 1,518 | $218.0K | 0.01% | +24+1.6% | Added |
| Main Street Financial Solutions, LLC | 1,525 | $219.0K | 0.04% | +216+16.5% | Added |
| Pathway Financial Advisors LLC | 1,532 | $220.0K | 0.08% | −38−2.4% | Reduced |
| CCG Wealth Management, LLC | 1,527 | $220.0K | 0.13% | +48+3.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $221.0K | 0.12% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,545 | $222.0K | 0.09% | −8−0.5% | Reduced |
| Everhart Financial Group, Inc. | 1,550 | $223.0K | 0.12% | −2,204−58.7% | Reduced |
| Confluence Wealth Services, Inc. | 1,553 | $223.0K | 0.09% | −295−16.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,547 | $223.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 1,550 | $223.0K | 0.02% | +100+6.9% | Added |
| Reuter James Wealth Management, LLC | 1,564 | $225.0K | 0.15% | −229−12.8% | Reduced |
| MONECO Advisors, LLC | 1,561 | $225.0K | 0.09% | −76−4.6% | Reduced |
| MGO Private Wealth, LLC | 1,562 | $225.0K | 0.11% | +1,562 | New |
| Fort Sheridan Advisors LLC | 1,574 | $226.0K | 0.08% | −15−0.9% | Reduced |
| Naples Global Advisors, LLC | 1,568 | $226.0K | 0.03% | +189+13.7% | Added |
| Haverford Trust Co | 1,570 | $226.0K | 0.00% | +1,570 | New |
| Weybosset Research & Management LLC | 1,575 | $227.0K | 0.10% | +125+8.6% | Added |
| SPC Financial, Inc. | 1,576 | $227.0K | 0.03% | +20+1.3% | Added |
| Powers Advisory Group, LLC | 1,580 | $227.0K | 0.18% | +25+1.6% | Added |
| Quad-Cities Investment Group, LLC | 1,582 | $228.0K | 0.18% | +20+1.3% | Added |
| Lebenthal Global Advisors, LLC | 1,604 | $230.0K | 0.11% | −157−8.9% | Reduced |
| Great Lakes Advisors, LLC | 1,605 | $231.0K | 0.01% | −187−10.4% | Reduced |
| Apriem Advisors | 1,605 | $231.0K | 0.04% | −75−4.5% | Reduced |
| Canvas Wealth Advisors, LLC | 1,452 | $232.0K | 0.10% | +1,452 | New |
| CoreFirst Bank & Trust | 1,620 | $233.0K | 0.20% | +51+3.3% | Added |
| Malaga Cove Capital, LLC | 1,620 | $233.0K | 0.13% | +1,620 | New |
| Capital Performance Advisors LLP | 1,625 | $234.0K | 0.15% | −77−4.5% | Reduced |
| Proficio Capital Partners LLC | 1,796 | $235.0K | 0.04% | −115−6.0% | Reduced |
| JNBA Financial Advisors | 1,636 | $235.0K | 0.04% | −163−9.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,619 | $236.0K | 0.08% | −3,317−67.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,640 | $236.0K | 0.22% | +1,640 | New |
| New Jersey Better Educational Savings Trust | 1,656 | $238.0K | 0.80% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,651 | $238.0K | 0.03% | +1,651 | New |
| Tompkins Financial Corp | 1,661 | $239.0K | 0.04% | −45−2.6% | Reduced |
| Aevitas Wealth Management, Inc. | 1,664 | $239.0K | 0.18% | −15−0.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,661 | $239.0K | 0.10% | +102+6.5% | Added |
| Convergence Investment Partners, LLC | 1,659 | $239.0K | 0.16% | +188+12.8% | Added |
| Beck Bode, LLC | 1,668 | $240.0K | 0.05% | +87+5.5% | Added |
| Norris Financial Group, LLC | 1,673 | $240.6K | 0.22% | −20−1.2% | Reduced |
| Conway Capital Management, Inc. | 1,675 | $240.9K | 0.21% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,674 | $241.0K | 0.05% | +52+3.2% | Added |
| HighVista Strategies LLC | 1,676 | $241.0K | 0.14% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,673 | $241.0K | 0.14% | +1,673 | New |
| Pinnacle Bancorp, Inc. | 1,688 | $243.0K | 0.10% | −75−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,694 | $243.0K | 0.02% | +333+24.5% | Added |
| Formidable Asset Management, LLC | 1,488 | $244.0K | 0.06% | +40+2.8% | Added |
| Associated Banc-Corp | 1,700 | $245.0K | 0.01% | −391−18.7% | Reduced |
| Well Done, LLC | 1,704 | $245.0K | 0.06% | +137+8.7% | Added |
| Guardian Wealth Advisors, LLC | 1,701 | $245.0K | 0.05% | +1,701 | New |
| Sustainable Insight Capital Management, LLC | 1,708 | $246.0K | 0.29% | −100−5.5% | Reduced |
| WMS Partners, LLC | 1,720 | $247.0K | 0.03% | −131−7.1% | Reduced |
| Wayfinding Financial, LLC | 1,724 | $248.0K | 0.23% | −45−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,725 | $248.0K | 0.14% | +124+7.7% | Added |
| Legacy Financial Advisors, Inc. | 1,732 | $249.0K | 0.06% | −989−36.3% | Reduced |
| Modera Wealth Management, LLC | 1,733 | $249.0K | 0.01% | +20+1.2% | Added |
| Simon Quick Advisors, LLC | 1,736 | $250.0K | 0.04% | +456+35.6% | Added |
| Hexagon Capital Partners LLC | 1,735 | $250.0K | 0.07% | +267+18.2% | Added |
| Curated Wealth Partners LLC | 1,746 | $251.0K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,750 | $252.0K | 0.02% | −232−11.7% | Reduced |
| Capital Planning Advisors, LLC | 1,756 | $253.0K | 0.07% | −194−9.9% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $253.0K | 0.50% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,756 | $253.0K | 0.15% | +63+3.7% | Added |
| Altus Wealth Group LLC | 937 | $254.0K | 0.25% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,772 | $254.9K | 0.07% | −7−0.4% | Reduced |
| DeDora Capital, Inc. | 1,773 | $255.0K | 0.13% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,773 | $255.0K | 0.10% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,777 | $256.0K | 0.05% | +322+22.1% | Added |
| Advisor Resource Council | 1,795 | $258.0K | 0.18% | −1,028−36.4% | Reduced |
| Geller Advisors LLC | 1,793 | $258.0K | 0.06% | −959−34.8% | Reduced |
| Keel Point, LLC | 1,795 | $258.0K | 0.04% | −53−2.9% | Reduced |
| Heritage Wealth Management, LLC | 1,795 | $258.0K | 0.08% | −4−0.2% | Reduced |
| Peninsula Wealth, LLC | 1,792 | $258.0K | 0.09% | +1,792 | New |
| Cubic Asset Management, LLC | 1,800 | $259.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,799 | $259.0K | 0.05% | +625+53.2% | Added |
| Polaris Wealth Advisory Group, LLC | 1,783 | $260.0K | 0.02% | −15,487−89.7% | Reduced |
| Blue Barn Wealth, LLC | 1,813 | $261.0K | 0.19% | +267+17.3% | Added |
| Trail Ridge Investment Advisors, LLC | 1,669 | $263.0K | 0.17% | −1,294−43.7% | Reduced |
| Childress Capital Advisors, LLC | 1,747 | $263.0K | 0.10% | −239−12.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,826 | $263.0K | 0.04% | +106+6.2% | Added |
| LGL Partners, LLC | 1,827 | $263.0K | 0.05% | +1,827 | New |
| Future Fund LLC | 1,844 | $265.0K | 0.53% | −70−3.7% | Reduced |
| Encompass Wealth Advisors, LLC | 1,848 | $266.0K | 0.10% | −1,169−38.7% | Reduced |
| Evermay Wealth Management LLC | 1,849 | $266.0K | 0.05% | −55−2.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,877 | $270.0K | 0.03% | −1,745−48.2% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $270.4K | 0.14% | −34−1.8% | Reduced |
| WNY Asset Management, LLC | 1,882 | $271.0K | 0.10% | −102−5.1% | Reduced |
| Prentice Wealth Management LLC | 1,893 | $272.0K | 0.15% | +123+6.9% | Added |
| Silverlake Wealth Management LLC | 1,892 | $272.1K | 0.18% | +6+0.3% | Added |
| Privium Fund Management B.V. | 1,872 | $275.0K | 0.10% | −18,578−90.8% | Reduced |
| Strategy Asset Managers LLC | 1,910 | $275.0K | 0.07% | +1,910 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,920 | $276.0K | 0.05% | +165+9.4% | Added |
| L2 Asset Management, LLC | 1,918 | $276.0K | 0.21% | +238+14.2% | Added |
| Hyperion Capital Advisors LP | 1,934 | $278.0K | 0.14% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,935 | $278.0K | 0.06% | +222+13.0% | Added |
| Corton Capital Inc. | 1,942 | $279.0K | 0.34% | +1,942 | New |
| Staley Capital Advisers Inc | 1,950 | $280.0K | 0.02% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,957 | $281.0K | 0.23% | +70+3.7% | Added |
| Avidian Wealth Solutions, LLC | 1,957 | $281.0K | 0.02% | +231+13.4% | Added |