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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 1,955 | $281.0K | 0.00% | +526+36.8% | Added |
| Hemenway Trust Co LLC | 1,960 | $282.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,967 | $283.0K | 0.04% | −146−6.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,968 | $283.0K | 0.07% | +4+0.2% | Added |
| Hamilton Wealth, LLC | 1,975 | $284.0K | 0.12% | −23,281−92.2% | Reduced |
| Delphia (USA) Inc. | 1,978 | $285.0K | 0.33% | −255−11.4% | Reduced |
| McDonald Partners LLC | 1,984 | $285.0K | 0.11% | −135−6.4% | Reduced |
| Spinnaker Trust | 1,985 | $286.0K | 0.02% | −21,617−91.6% | Reduced |
| Peterson Wealth Services | 1,990 | $286.0K | 0.20% | −3−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 1,993 | $287.0K | 0.07% | −70−3.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,992 | $287.0K | 0.11% | +1,992 | New |
| Alley Investment Management Company, LLC | 2,000 | $288.0K | 0.06% | 00.0% | Unchanged |
| Highview Capital Management LLC | 2,006 | $289.0K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,009 | $289.0K | 0.24% | +125+6.6% | Added |
| PDS Planning, Inc | 2,017 | $290.0K | 0.05% | −874−30.2% | Reduced |
| Appleton Partners Inc | 2,016 | $290.0K | 0.03% | −155−7.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,014 | $290.0K | 0.23% | +776+62.7% | Added |
| Interchange Capital Partners, LLC | 2,029 | $291.0K | 0.32% | +20+1.0% | Added |
| RNC Capital Management LLC | 2,033 | $292.0K | 0.02% | −23,449−92.0% | Reduced |
| Duality Advisers, LP | 2,033 | $292.0K | 0.03% | +2,033 | New |
| DFPG Investments, LLC | 1,830 | $293.0K | 0.12% | +435+31.2% | Added |
| Garner Asset Management Corp | 2,044 | $294.0K | 0.16% | −360−15.0% | Reduced |
| Catalyst Private Wealth, LLC | 2,041 | $294.0K | 0.22% | −9−0.4% | Reduced |
| XTX Topco Ltd | 2,043 | $294.0K | 0.07% | +532+35.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,054 | $295.0K | 0.10% | −250−10.9% | Reduced |
| Salvus Wealth Management, LLC | 2,050 | $295.0K | 0.28% | +53+2.7% | Added |
| Synergy Financial Management, LLC | 2,049 | $295.0K | 0.08% | +225+12.3% | Added |
| Main Street Research LLC | 2,057 | $296.0K | 0.07% | +2,057 | New |
| Janney Capital Management LLC | 2,062 | $297.0K | 0.02% | +38+1.9% | Added |
| DDD Partners, LLC | 2,081 | $299.0K | 0.05% | +2,081 | New |
| Fulcrum Capital LLC | 2,089 | $300.0K | 0.09% | −484−18.8% | Reduced |
| Eudaimonia Partners, LLC | 2,086 | $300.0K | 0.08% | −115−5.2% | Reduced |
| Global Trust Asset Management, LLC | 2,089 | $300.0K | 0.16% | +55+2.7% | Added |
| BOK Financial Private Wealth, Inc. | 2,095 | $301.0K | 0.03% | −363−14.8% | Reduced |
| BTG Pactual Global Asset Management Ltd | 2,073 | $303.0K | 0.46% | −8,296−80.0% | Reduced |
| 17 Capital Partners, LLC | 2,120 | $305.0K | 0.42% | +20+1.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,121 | $305.0K | 0.02% | +47+2.3% | Added |
| Waters Parkerson & Co., LLC | 2,122 | $305.0K | 0.02% | +600+39.4% | Added |
| Accel Wealth Management | 1,965 | $306.0K | 0.16% | −250−11.3% | Reduced |
| Truvestments Capital LLC | 2,125 | $306.0K | 0.19% | −38−1.8% | Reduced |
| M&R Capital Management Inc | 2,139 | $307.0K | 0.09% | −4,288−66.7% | Reduced |
| Inscription Capital, LLC | 2,133 | $307.0K | 0.09% | −844−28.4% | Reduced |
| First Manhattan Co | 2,140 | $307.0K | 0.00% | +100+4.9% | Added |
| Collective Family Office LLC | 2,135 | $307.0K | 0.15% | +2,135 | New |
| Revolve Wealth Partners, LLC | 2,146 | $309.0K | 0.10% | −295−12.1% | Reduced |
| Valley National Advisers Inc | 2,011 | $309.0K | 0.06% | −100−4.7% | Reduced |
| Colonial River Wealth Management, LLC | 2,148 | $309.0K | 0.22% | −54−2.5% | Reduced |
| Wealth Management Associates, Inc. | 2,169 | $312.0K | 0.22% | +175+8.8% | Added |
| Redwood Financial Network Corp | 2,183 | $314.0K | 0.36% | +33+1.5% | Added |
| SkyView Investment Advisors, LLC | 2,190 | $315.0K | 0.09% | +51+2.4% | Added |
| Riverstone Advisors, LLC | 2,195 | $316.0K | 0.20% | −395−15.3% | Reduced |
| Essex LLC | 2,195 | $316.0K | 0.10% | +5+0.2% | Added |
| Natixis Investment Managers International | 2,205 | $317.0K | 0.03% | −34,705−94.0% | Reduced |
| Parkside Financial Bank & Trust | 2,201 | $317.0K | 0.10% | −276−11.1% | Reduced |
| Baldwin Brothers Inc | 2,222 | $319.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,224 | $320.0K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,223 | $320.0K | 0.14% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,222 | $320.0K | 0.19% | +597+36.7% | Added |
| Redwood Investments, LLC | 2,247 | $323.0K | 0.04% | −396−15.0% | Reduced |
| Vantage Consulting Group Inc | 2,243 | $323.0K | 0.19% | +332+17.4% | Added |
| Syntax Advisors, LLC | 2,243 | $323.0K | 0.28% | +332+17.4% | Added |
| Greenwich Wealth Management LLC | 2,251 | $324.0K | 0.03% | +21+0.9% | Added |
| Chiron Capital Management, LLC | 2,250 | $324.0K | 0.22% | +293+15.0% | Added |
| Sargent Bickham Lagudis LLC | 2,251 | $324.0K | 0.03% | +369+19.6% | Added |
| M&G Investment Management Ltd | 2,256 | $325.0K | 0.00% | −306−11.9% | Reduced |
| David J Yvars Group | 2,260 | $325.0K | 0.36% | −205−8.3% | Reduced |
| New World Advisors LLC | 2,262 | $325.0K | 0.15% | +352+18.4% | Added |
| Cim Investment Mangement Inc | 2,272 | $327.0K | 0.15% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,283 | $328.0K | 0.05% | +10+0.4% | Added |
| TCWP LLC | 2,298 | $330.0K | 0.07% | −86−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,295 | $330.0K | 0.10% | +64+2.9% | Added |
| Parkside Advisors LLC | 2,299 | $331.0K | 0.13% | −5−0.2% | Reduced |
| Cross Staff Investments Inc | 2,300 | $331.0K | 0.37% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,313 | $333.0K | 0.08% | +581+33.5% | Added |
| WealthBridge Capital Management, LLC | 2,022 | $334.0K | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,324 | $334.0K | 0.06% | +535+29.9% | Added |
| First Financial Corp | 2,326 | $335.0K | 0.23% | +21+0.9% | Added |
| Kingsbury Capital Investment Advisors LLC | 2,334 | $336.0K | 0.51% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,341 | $337.0K | 0.07% | −5−0.2% | Reduced |
| Ssi Investment Management LLC | 2,349 | $338.0K | 0.02% | +4+0.2% | Added |
| AlphaCore Capital LLC | 2,363 | $340.0K | 0.15% | +995+72.7% | Added |
| Laurion Capital Management LP | 2,367 | $340.0K | 0.01% | +2,367 | New |
| Symmetry Partners, LLC | 2,369 | $341.0K | 0.02% | −1,918−44.7% | Reduced |
| Am Investment Strategies LLC | 2,373 | $341.0K | 0.13% | +464+24.3% | Added |
| Sutton Wealth Advisors Inc. | 2,374 | $341.5K | 0.14% | −51−2.1% | Reduced |
| Lake Street Financial LLC | 2,384 | $343.0K | 0.08% | −128−5.1% | Reduced |
| Machina Capital S.A.S. | 2,390 | $344.0K | 0.73% | +490+25.8% | Added |
| H. L. Ormond & Company, LLC | 2,395 | $345.0K | 0.55% | +832+53.2% | Added |
| Bremer Bank National Association | 2,409 | $346.0K | 0.08% | −694−22.4% | Reduced |
| Brown Advisory Securities, LLC | 2,408 | $346.0K | 1.27% | −174−6.7% | Reduced |
| Boston Trust Walden Corp | 2,411 | $347.0K | 0.00% | +160+7.1% | Added |
| Angeles Wealth Management, LLC | 2,448 | $352.0K | 0.07% | −77−3.0% | Reduced |
| Blue Fin Capital, Inc. | 2,462 | $354.0K | 0.13% | +100+4.2% | Added |
| Fairfield, Bush & Co. | 2,493 | $359.0K | 0.25% | −222−8.2% | Reduced |
| Concord Wealth Partners | 2,495 | $359.0K | 0.11% | +127+5.4% | Added |
| Bank of Hawaii | 2,501 | $360.0K | 0.02% | −6,625−72.6% | Reduced |
| Valmark Advisers, Inc. | 2,512 | $361.0K | 0.01% | −30−1.2% | Reduced |
| Key Financial Inc | 2,507 | $361.0K | 0.17% | +26+1.0% | Added |
| David Loasby | 2,492 | $363.0K | 0.06% | +472+23.4% | Added |
| Traynor Capital Management, Inc. | 2,525 | $363.0K | 0.06% | +657+35.2% | Added |