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 |
|---|---|---|---|---|---|
| Park National Corp | 2,525 | $364.0K | 0.02% | −103−3.9% | Reduced |
| Seaport Global Advisors, LLC | 2,541 | $365.0K | 1.49% | +248+10.8% | Added |
| AdvisorNet Financial, Inc | 2,546 | $366.0K | 0.04% | −620−19.6% | Reduced |
| Chemung Canal Trust Co | 2,550 | $366.0K | 0.09% | −518−16.9% | Reduced |
| Keystone Financial Group | 2,544 | $366.0K | 0.07% | +271+11.9% | Added |
| Stonebridge Financial Planning Group, LLC | 2,559 | $368.0K | 0.26% | −50−1.9% | Reduced |
| Hill Island Financial LLC | 2,558 | $368.0K | 0.17% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,555 | $368.0K | 0.12% | +21+0.8% | Added |
| Crumly & Associates Inc. | 2,557 | $368.0K | 0.15% | +55+2.2% | Added |
| Okabena Investment Services Inc | 2,560 | $368.0K | 0.18% | +1,166+83.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,569 | $370.0K | 0.51% | −19−0.7% | Reduced |
| Visionary Wealth Advisors | 2,581 | $371.0K | 0.04% | −364−12.4% | Reduced |
| Lumature Wealth Partners, LLC | 2,581 | $371.0K | 0.20% | −213−7.6% | Reduced |
| Magnolia Capital Advisors LLC | 2,581 | $371.0K | 0.31% | −111−4.1% | Reduced |
| Secure Asset Management, LLC | 2,589 | $372.0K | 0.21% | +153+6.3% | Added |
| Sunflower Bank, N.A. | 2,593 | $373.0K | 0.08% | −64−2.4% | Reduced |
| Anchor Investment Management, LLC | 2,600 | $374.0K | 0.06% | +230+9.7% | Added |
| Marathon Trading Investment Management LLC | 2,600 | $374.0K | 0.25% | +2,600 | New |
| Saiph Capital, LLC | 2,607 | $375.0K | 0.29% | +50+2.0% | Added |
| IVC Wealth Advisors LLC | 2,617 | $376.0K | 0.30% | +64+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,624 | $377.0K | 0.05% | −337−11.4% | Reduced |
| Resurgent Financial Advisors LLC | 2,620 | $377.0K | 0.26% | −3−0.1% | Reduced |
| Ellevest, Inc. | 2,626 | $378.0K | 0.04% | −413−13.6% | Reduced |
| Tolleson Wealth Management, Inc. | 2,629 | $378.0K | 0.11% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,634 | $379.0K | 0.03% | +430+19.5% | Added |
| Credit Capital Investments LLC | 2,642 | $380.0K | 0.51% | −1,900−41.8% | Reduced |
| Prudent Man Advisors, LLC | 2,644 | $380.0K | 0.18% | −14−0.5% | Reduced |
| Regal Investment Advisors LLC | 2,646 | $381.0K | 0.04% | −5,129−66.0% | Reduced |
| Legacy Advisors, LLC | 2,649 | $381.0K | 0.08% | +2,649 | New |
| Copperwynd Financial, LLC | 2,663 | $383.0K | 0.22% | −65−2.4% | Reduced |
| VisionPoint Advisory Group, LLC | 2,670 | $384.0K | 0.18% | −38−1.4% | Reduced |
| Rathbone Brothers plc | 2,680 | $385.0K | 0.00% | −320−10.7% | Reduced |
| Capitolis Advisors LLC | 2,683 | $386.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,700 | $388.0K | 0.24% | +2,700 | New |
| Atticus Wealth Management, LLC | 2,354 | $389.0K | 0.19% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,732 | $393.0K | 0.06% | −92−3.3% | Reduced |
| Commons Capital, LLC | 2,743 | $394.0K | 0.62% | −490−15.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,744 | $395.0K | 0.18% | +347+14.5% | Added |
| Cypress Capital Management LLC | 2,749 | $395.0K | 0.07% | +1,279+87.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,752 | $395.8K | 0.08% | +256+10.3% | Added |
| Centiva Capital, LP | 2,754 | $396.0K | 0.03% | +1,194+76.5% | Added |
| TFG Advisers LLC | 2,757 | $397.0K | 0.22% | −201−6.8% | Reduced |
| Beaumont Financial Partners, LLC | 2,770 | $398.0K | 0.04% | +45+1.7% | Added |
| Financial Advisory Corp | 2,764 | $398.0K | 0.23% | +42+1.5% | Added |
| Accurate Wealth Management, LLC | 2,723 | $399.0K | 0.17% | +1,373+101.7% | Added |
| V2 Financial group LLC | 2,790 | $401.3K | 0.35% | −156−5.3% | Reduced |
| Money Concepts Capital Corp | 2,811 | $404.0K | 0.02% | −263−8.6% | Reduced |
| Camelot Portfolios, LLC | 2,826 | $406.0K | 0.38% | −959−25.3% | Reduced |
| Gabelli Funds LLC | 2,820 | $406.0K | 0.00% | −275−8.9% | Reduced |
| S&CO Inc | 2,829 | $406.0K | 0.04% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,848 | $410.0K | 0.09% | +2,848 | New |
| Capital Investment Advisory Services, LLC | 2,870 | $413.0K | 0.05% | −756−20.8% | Reduced |
| Mathes Company, Inc. | 2,875 | $414.0K | 0.23% | −14,114−83.1% | Reduced |
| Pitti Group Wealth Management, LLC | 2,877 | $414.0K | 0.57% | +6+0.2% | Added |
| Delta Financial Advisors LLC | 2,875 | $414.0K | 0.22% | +100+3.6% | Added |
| Bowman & Co S.C. | 2,888 | $415.0K | 0.38% | +92+3.3% | Added |
| FineMark National Bank & Trust | 2,898 | $417.0K | 0.02% | −82−2.8% | Reduced |
| Addison Capital Co | 2,905 | $417.0K | 0.26% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,914 | $419.0K | 0.04% | +1,242+74.3% | Added |
| Solstein Capital, LLC | 2,921 | $420.0K | 0.37% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,925 | $421.0K | 0.40% | −474−13.9% | Reduced |
| Castleview Partners, LLC | 2,939 | $423.0K | 0.40% | +2,731+1,313.0% | Added |
| Perennial Investment Advisors, LLC | 2,956 | $425.0K | 0.19% | −1,764−37.4% | Reduced |
| Studio Investment Management LLC | 2,957 | $425.3K | 0.15% | +898+43.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,962 | $426.0K | 0.08% | −3,490−54.1% | Reduced |
| Donoghue Forlines LLC | 2,977 | $428.0K | 0.15% | +2,977 | New |
| Bellecapital International Ltd. | 2,984 | $429.0K | 0.13% | +363+13.8% | Added |
| Adviser Investments LLC | 2,992 | $430.0K | 0.03% | +213+7.7% | Added |
| Mather Group, LLC. | 2,995 | $431.0K | 0.01% | −360−10.7% | Reduced |
| Bluefin Capital Management, LLC | 3,000 | $432.0K | 0.05% | +3,000 | New |
| Balasa Dinverno & Foltz LLC | 3,012 | $433.0K | 0.03% | −350−10.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,010 | $433.0K | 0.11% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,007 | $433.0K | 0.24% | +300+11.1% | Added |
| Sonora Investment Management Group, LLC | 2,626 | $433.0K | 0.06% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,019 | $434.0K | 0.27% | +16+0.5% | Added |
| Stratos Wealth Advisors, LLC | 3,024 | $435.0K | 0.05% | +280+10.2% | Added |
| Probity Advisors, Inc. | 3,036 | $437.0K | 0.11% | +20+0.7% | Added |
| Balentine LLC | 3,050 | $439.0K | 0.02% | −2,329−43.3% | Reduced |
| Legal Advantage Investments, Inc. | 3,050 | $439.0K | 0.41% | +1,050+52.5% | Added |
| Spotlight Asset Group, Inc. | 2,748 | $440.0K | 0.44% | +2,748 | New |
| HighTower Trust Services, LTA | 3,067 | $441.0K | 0.05% | +98+3.3% | Added |
| Intrua Financial, LLC | 3,081 | $443.0K | 0.12% | −1,927−38.5% | Reduced |
| Roberts Glore & Co Inc | 3,077 | $443.0K | 0.16% | +252+8.9% | Added |
| Strengthening Families & Communities, LLC | 3,093 | $444.0K | 0.23% | +147+5.0% | Added |
| Synergy Financial Group, LTD | 3,090 | $444.0K | 0.67% | +136+4.6% | Added |
| BKD Wealth Advisors, LLC | 3,095 | $445.0K | 0.02% | −331−9.7% | Reduced |
| Financial Advisory Service, Inc. | 3,099 | $446.0K | 0.05% | +3+0.1% | Added |
| Glenview Trust Co | 3,106 | $447.0K | 0.02% | +15+0.5% | Added |
| XML Financial, LLC | 3,115 | $448.0K | 0.06% | −12−0.4% | Reduced |
| Element Pointe Advisors, LLC | 3,123 | $449.0K | 0.26% | −336−9.7% | Reduced |
| Paloma Partners Management Co | 3,132 | $451.0K | 0.09% | −768−19.7% | Reduced |
| Hodges Capital Management Inc. | 3,150 | $453.0K | 0.07% | +550+21.2% | Added |
| Founders Financial Securities LLC | 3,166 | $455.0K | 0.08% | −103−3.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,165 | $455.0K | 0.36% | +15+0.5% | Added |
| Brandywine Oak Private Wealth LLC | 3,177 | $456.0K | 0.06% | −265−7.7% | Reduced |
| CenterBook Partners LP | 3,183 | $458.0K | 0.09% | −2,179−40.6% | Reduced |
| Insight Advisors, LLC | 3,184 | $458.0K | 0.18% | −238−7.0% | Reduced |
| Trustmark National Bank Trust Department | 3,200 | $460.0K | 0.04% | −745−18.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,208 | $461.0K | 0.18% | 00.0% | Unchanged |
| Cooper Financial Group | 3,205 | $461.0K | 0.17% | +191+6.3% | Added |