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 |
|---|---|---|---|---|---|
| Highland Private Wealth Management | 3,214 | $463.0K | 0.07% | −241−7.0% | Reduced |
| First Citizens Bank & Trust Co | 3,225 | $464.0K | 0.02% | −312−8.8% | Reduced |
| Thomas White International Ltd | 3,227 | $464.0K | 0.11% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,227 | $464.0K | 0.01% | +125+4.0% | Added |
| Evoke Wealth, LLC | 3,451 | $465.0K | 0.02% | +53+1.6% | Added |
| RFG Advisory, LLC | 3,170 | $466.0K | 0.03% | +45+1.4% | Added |
| D.B. Root & Company, LLC | 3,248 | $467.0K | 0.21% | −73−2.2% | Reduced |
| FirstPurpose Wealth LLC | 3,247 | $467.0K | 0.31% | +503+18.3% | Added |
| AlphaCrest Capital Management LLC | 3,251 | $468.0K | 0.03% | −49,732−93.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,256 | $468.0K | 0.02% | −51−1.5% | Reduced |
| Boenning & Scattergood, Inc. | 3,259 | $469.0K | 0.10% | −162−4.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,260 | $469.0K | 0.07% | +360+12.4% | Added |
| IFG Advisory, LLC | 3,273 | $470.0K | 0.04% | +1,659+102.8% | Added |
| Vista Wealth Management Group, LLC | 2,941 | $472.0K | 0.06% | +56+1.9% | Added |
| Washington Trust Advisors, Inc. | 3,290 | $473.0K | 0.04% | +404+14.0% | Added |
| LCM Capital Management Inc | 3,296 | $474.0K | 0.50% | −9−0.3% | Reduced |
| Avitas Wealth Management LLC | 3,295 | $474.0K | 0.11% | +12+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 3,318 | $477.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,323 | $478.0K | 0.22% | −67−2.0% | Reduced |
| Cornerstone Wealth Management, LLC | 3,330 | $479.0K | 0.05% | +156+4.9% | Added |
| Smith, Salley & Associates | 3,336 | $480.0K | 0.04% | +127+4.0% | Added |
| Nwam LLC | 3,342 | $481.0K | 0.05% | −174−4.9% | Reduced |
| Essex Financial Services, Inc. | 3,369 | $485.0K | 0.06% | −445−11.7% | Reduced |
| Fort Point Capital Partners LLC | 3,370 | $485.0K | 0.09% | −128−3.7% | Reduced |
| Hilltop Holdings Inc. | 3,375 | $485.0K | 0.07% | +39+1.2% | Added |
| Avory & Company, LLC | 3,381 | $486.0K | 0.41% | −302−8.2% | Reduced |
| Investors Research Corp | 3,413 | $491.0K | 0.15% | +229+7.2% | Added |
| Ballast, Inc. | 3,425 | $492.0K | 0.24% | +3,425 | New |
| Moloney Securities Asset Management, LLC | 3,427 | $493.0K | 0.12% | −267−7.2% | Reduced |
| Kensington Investment Counsel, LLC | 3,430 | $493.0K | 0.41% | −188−5.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,435 | $494.0K | 0.10% | +20+0.6% | Added |
| CX Institutional | 3,450 | $496.0K | 0.03% | −13,820−80.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,445 | $496.0K | 0.36% | +451+15.1% | Added |
| Davis R M Inc | 3,464 | $498.0K | 0.01% | +653+23.2% | Added |
| Covenant Partners, LLC | 3,477 | $500.0K | 0.24% | −1,256−26.5% | Reduced |
| Klingenstein Fields & Co LP | 3,490 | $502.0K | 0.03% | −112,153−97.0% | Reduced |
| Capital Impact Advisors, LLC | 3,487 | $502.0K | 0.50% | −878−20.1% | Reduced |
| Smithfield Trust Co | 3,500 | $502.0K | 0.04% | +14+0.4% | Added |
| Roberts Capital Advisors, LLC | 3,497 | $503.0K | 0.73% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,459 | $504.0K | 0.14% | −27−0.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,518 | $506.0K | 0.67% | −44−1.2% | Reduced |
| Marcum Wealth, LLC | 3,536 | $509.0K | 0.08% | +1,152+48.3% | Added |
| Blodgett Wealth Advisors, LLC | 3,545 | $510.0K | 0.62% | +45+1.3% | Added |
| Karp Capital Management Corp | 3,599 | $518.0K | 0.11% | −16,952−82.5% | Reduced |
| Central Bank & Trust Co | 3,610 | $519.0K | 0.11% | −1,529−29.8% | Reduced |
| Sendero Wealth Management, LLC | 3,613 | $520.0K | 0.22% | +3,613 | New |
| Platform Technology Partners | 3,622 | $521.0K | 0.30% | +282+8.4% | Added |
| GraniteShares Advisors LLC | 3,636 | $523.0K | 0.42% | −567−13.5% | Reduced |
| BerganKDV Wealth Management, LLC | 3,635 | $523.0K | 0.06% | −43−1.2% | Reduced |
| Kraematon Investment Advisors, Inc | 3,651 | $525.0K | 0.68% | −150−3.9% | Reduced |
| InterOcean Capital Group, LLC | 3,648 | $525.0K | 0.02% | +500+15.9% | Added |
| Mayflower Financial Advisors, LLC | 3,659 | $526.0K | 0.08% | −342−8.5% | Reduced |
| Centric Wealth Management | 3,664 | $527.0K | 0.21% | −19−0.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,683 | $530.0K | 0.33% | −204−5.2% | Reduced |
| Castle Rock Wealth Management, LLC | 3,722 | $531.0K | 0.27% | +10+0.3% | Added |
| Trust Investment Advisors | 3,692 | $531.0K | 0.55% | +11+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,743 | $535.0K | 0.52% | −275−6.8% | Reduced |
| Valley Brook Capital Group | 3,720 | $535.0K | 0.58% | 00.0% | Unchanged |
| HM Payson & Co | 3,743 | $538.0K | 0.01% | +3+0.1% | Added |
| First National Bank | 3,749 | $540.0K | 0.49% | +32+0.9% | Added |
| Stonnington Group, LLC | 3,530 | $542.0K | 0.15% | +1,227+53.3% | Added |
| Stiles Financial Services Inc | 3,806 | $547.0K | 0.33% | −35−0.9% | Reduced |
| One Capital Management, LLC | 3,803 | $547.0K | 0.03% | +110+3.0% | Added |
| Meridian Financial Partners LLC | 3,866 | $550.0K | 0.78% | +516+15.4% | Added |
| Kapitalo Investimentos Ltda | 3,830 | $550.9K | 0.23% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,831 | $551.0K | 0.20% | +135+3.7% | Added |
| Occidental Asset Management, LLC | 3,857 | $555.0K | 0.17% | −406−9.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,862 | $555.5K | 0.16% | −122−3.1% | Reduced |
| Leelyn Smith, LLC | 3,904 | $562.0K | 0.19% | −1,209−23.6% | Reduced |
| Tectonic Advisors LLC | 3,912 | $563.0K | 0.10% | 00.0% | Unchanged |
| CSS LLC | 3,920 | $564.0K | 0.03% | +1,366+53.5% | Added |
| LWM Advisory Services, LLC | 3,927 | $569.0K | 0.64% | +486+14.1% | Added |
| Andesa Financial Management Inc. | 3,938 | $569.0K | 0.20% | +1,033+35.6% | Added |
| Two Sigma Securities, LLC | 3,957 | $569.0K | 0.08% | +2,128+116.3% | Added |
| Romano Brothers and Company | 3,961 | $570.0K | 0.09% | +3,961 | New |
| DRW Securities, L.L.C. | 3,964 | $570.0K | 0.18% | +3,964 | New |
| Riverview Trust Co | 3,969 | $571.0K | 0.55% | −511−11.4% | Reduced |
| Sage Rhino Capital LLC | 3,976 | $572.0K | 0.23% | −166−4.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,993 | $574.4K | 0.23% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,006 | $576.0K | 0.14% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,002 | $576.0K | 0.68% | +575+16.8% | Added |
| AMG National Trust Bank | 4,021 | $578.0K | 0.02% | +743+22.7% | Added |
| Eastern Bank | 4,023 | $579.0K | 0.03% | −135−3.2% | Reduced |
| FLC Capital Advisors | 4,044 | $582.0K | 0.20% | −499−11.0% | Reduced |
| Paradigm Financial Partners, LLC | 3,751 | $583.0K | 0.18% | −151−3.9% | Reduced |
| Great Diamond Partners, LLC | 4,055 | $583.0K | 0.20% | −119−2.9% | Reduced |
| Quadrant Capital Group LLC | 4,071 | $586.0K | 0.08% | −1,879−31.6% | Reduced |
| McDaniel Terry & Co | 4,074 | $586.0K | 0.08% | −526−11.4% | Reduced |
| Octavia Wealth Advisors, LLC | 4,101 | $590.0K | 0.16% | +53+1.3% | Added |
| Consilium Wealth Advisory, LLC | 4,100 | $590.0K | 0.66% | +803+24.4% | Added |
| TCG Advisory Services, LLC | 4,099 | $590.0K | 0.18% | +4,099 | New |
| Masso Torrence Wealth Management Inc. | 4,116 | $592.0K | 0.52% | +372+9.9% | Added |
| Plancorp, LLC | 4,137 | $595.0K | 0.04% | −93−2.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,138 | $596.0K | 0.71% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,143 | $596.0K | 0.11% | +599+16.9% | Added |
| Avestar Capital, LLC | 4,174 | $600.0K | 0.17% | −1,915−31.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,186 | $602.0K | 0.23% | +434+11.6% | Added |
| Aaron Wealth Advisors | 4,193 | $603.0K | 0.11% | −9,772−70.0% | Reduced |
| GM Advisory Group, Inc. | 4,208 | $605.0K | 0.08% | −500−10.6% | Reduced |
| HBK Sorce Advisory LLC | 4,223 | $607.0K | 0.04% | +1,892+81.2% | Added |