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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 4,230 | $608.0K | 0.17% | −24−0.6% | Reduced |
| CPWM, LLC | 4,244 | $610.0K | 0.06% | −494−10.4% | Reduced |
| Essex Savings Bank | 4,252 | $611.0K | 0.24% | +8+0.2% | Added |
| VELA Investment Management, LLC | 4,251 | $611.0K | 0.35% | +699+19.7% | Added |
| DSC Advisors, L.P. | 4,259 | $613.0K | 0.65% | +1,436+50.9% | Added |
| Eads & Heald Wealth Management | 4,263 | $613.0K | 0.35% | +2,217+108.4% | Added |
| WESPAC Advisors SoCal, LLC | 3,779 | $614.0K | 0.26% | −110−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,304 | $619.0K | 0.23% | −60−1.4% | Reduced |
| Martingale Asset Management L P | 4,311 | $621.0K | 0.01% | −8,649−66.7% | Reduced |
| Western Pacific Wealth Management, LP | 4,341 | $624.0K | 0.64% | +352+8.8% | Added |
| Fortis Capital Management LLC | 4,372 | $629.0K | 0.54% | +171+4.1% | Added |
| Claro Advisors LLC | 3,810 | $629.0K | 0.25% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,394 | $632.0K | 0.08% | −235−5.1% | Reduced |
| Gryphon Financial Partners LLC | 4,430 | $637.0K | 0.16% | −360−7.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,440 | $639.0K | 0.03% | +4,440 | New |
| Parametrica Management Ltd | 4,465 | $643.0K | 1.31% | +4,465 | New |
| Vista Private Wealth Partners. LLC | 4,360 | $645.0K | 0.36% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,491 | $646.0K | 0.11% | +4,491 | New |
| Financial Advocates Investment Management | 4,496 | $647.0K | 0.06% | −1,663−27.0% | Reduced |
| Saturna Capital CORP | 4,502 | $648.0K | 0.02% | +70+1.6% | Added |
| Corundum Group, Inc. | 4,503 | $648.0K | 0.41% | +191+4.4% | Added |
| Dakota Wealth Management | 4,521 | $650.0K | 0.05% | +23+0.5% | Added |
| Chicago Trust Co NA | 4,527 | $651.0K | 0.17% | +60+1.3% | Added |
| Israel Discount Bank of New York | 4,547 | $654.0K | 0.54% | +426+10.3% | Added |
| Alpha Cubed Investments, LLC | 4,560 | $656.0K | 0.05% | −8,185−64.2% | Reduced |
| Compton Capital Management Inc | 4,585 | $660.0K | 0.44% | −300−6.1% | Reduced |
| MUFG Americas Holdings Corp | 4,614 | $664.0K | 0.02% | +406+9.6% | Added |
| Bond & Devick Financial Network, Inc. | 4,629 | $666.0K | 0.55% | −465−9.1% | Reduced |
| RMR Wealth Builders | 4,636 | $667.0K | 0.16% | +26+0.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,649 | $668.0K | 0.06% | +281+6.4% | Added |
| Community Bank & Trust, Waco, Texas | 4,659 | $670.0K | 0.24% | −360−7.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,673 | $672.0K | 0.29% | −10−0.2% | Reduced |
| Creative Financial Designs Inc | 4,674 | $672.0K | 0.11% | +464+11.0% | Added |
| Engineers Gate Manager LP | 4,685 | $674.0K | 0.04% | −65,372−93.3% | Reduced |
| Focus Financial Network, Inc. | 4,686 | $674.0K | 0.06% | +810+20.9% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $676.0K | 0.33% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,734 | $681.0K | 0.61% | −2,806−37.2% | Reduced |
| Citizens Financial Group Inc | 4,737 | $681.0K | 0.03% | −872−15.5% | Reduced |
| Archford Capital Strategies, LLC | 4,736 | $681.0K | 0.18% | +295+6.6% | Added |
| Ipswich Investment Management Co., Inc. | 4,739 | $682.0K | 0.22% | −230−4.6% | Reduced |
| Penserra Capital Management LLC | 4,755 | $683.0K | 0.02% | +32+0.7% | Added |
| Stokes Family Office, LLC | 4,756 | $684.0K | 0.10% | −607−11.3% | Reduced |
| Brown Capital Management LLC | 4,753 | $684.0K | 0.01% | −74−1.5% | Reduced |
| EFG Asset Management (North America) Corp. | 4,758 | $685.0K | 0.16% | −1,515−24.2% | Reduced |
| Camden Capital, LLC | 4,764 | $685.0K | 0.16% | +224+4.9% | Added |
| Brown, Lisle/Cummings, Inc. | 4,766 | $685.5K | 0.40% | −125−2.6% | Reduced |
| Ascension Asset Management LLC | 2,670 | $687.0K | 0.54% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,818 | $693.0K | 0.38% | −273−5.4% | Reduced |
| First United Bank Trust | 4,833 | $695.0K | 0.35% | −145−2.9% | Reduced |
| Edge Capital Group, LLC | 4,840 | $696.0K | 0.06% | −2,909−37.5% | Reduced |
| Legacy Bridge, LLC | 4,849 | $697.0K | 0.56% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,867 | $700.0K | 0.51% | +29+0.6% | Added |
| Sargent Investment Group, LLC | 4,515 | $702.0K | 0.22% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 4,894 | $704.0K | 0.04% | −294−5.7% | Reduced |
| Forum Financial Management, LP | 4,899 | $705.0K | 0.03% | −2,791−36.3% | Reduced |
| Benchmark Investment Advisors LLC | 4,905 | $706.0K | 0.76% | +2,225+83.0% | Added |
| 1st Source Bank | 4,921 | $708.0K | 0.05% | −308−5.9% | Reduced |
| 9258 Wealth Management, LLC | 4,934 | $710.0K | 0.18% | −588−10.6% | Reduced |
| Sky Investment Group LLC | 4,946 | $711.0K | 0.18% | −185−3.6% | Reduced |
| M Holdings Securities, Inc. | 4,943 | $711.0K | 0.08% | −146−2.9% | Reduced |
| Goodman Advisory Group, LLC | 4,940 | $711.0K | 0.39% | +4,940 | New |
| Barings LLC | 4,967 | $714.0K | 0.03% | +739+17.5% | Added |
| Sculati Wealth Management, LLC | 4,965 | $714.0K | 0.42% | +1,390+38.9% | Added |
| Journey Advisory Group, LLC | 4,971 | $715.0K | 0.18% | +710+16.7% | Added |
| Ardsley Advisory Partners LP | 5,000 | $719.0K | 0.19% | −3,900−43.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,050 | $726.0K | 0.04% | −6,637−56.8% | Reduced |
| Wintrust Investments LLC | 5,059 | $728.0K | 0.09% | +306+6.4% | Added |
| WCG Wealth Advisors LLC | 4,589 | $730.0K | 0.10% | +4,589 | New |
| Highlander Capital Management, LLC | 5,082 | $731.0K | 0.42% | 00.0% | Unchanged |
| Sonen Capital LLC | 5,089 | $732.0K | 1.19% | −1,392−21.5% | Reduced |
| Shorepoint Capital Partners LLC | 5,086 | $732.0K | 0.35% | +121+2.4% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,096 | $733.0K | 0.50% | +105+2.1% | Added |
| JT Stratford LLC | 5,102 | $734.0K | 0.26% | −6,135−54.6% | Reduced |
| Lumina Fund Management LLC | 5,100 | $734.0K | 0.38% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 5,133 | $738.0K | 0.55% | +346+7.2% | Added |
| Buckingham Strategic Partners | 5,133 | $738.0K | 0.04% | +843+19.7% | Added |
| Ycg, LLC | 5,076 | $739.0K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5,159 | $742.0K | 0.60% | +509+10.9% | Added |
| Redmont Wealth Advisors LLC | 5,200 | $748.0K | 0.97% | −100−1.9% | Reduced |
| Pennsylvania Capital Management Inc | 5,207 | $749.0K | 0.41% | −1,046−16.7% | Reduced |
| New Century Advisors, LLC | 5,240 | $754.0K | 0.92% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,257 | $756.0K | 0.02% | +442+9.2% | Added |
| Coastal Investment Advisors, Inc. | 5,261 | $757.0K | 0.20% | +2,047+63.7% | Added |
| Proequities, Inc. | 5,271 | $758.0K | 0.07% | +532+11.2% | Added |
| Fukoku Mutual Life Insurance Co | 5,282 | $760.0K | 0.07% | +330+6.7% | Added |
| Solidarilty Wealth, LLC | 5,264 | $761.0K | 0.44% | +5,264 | New |
| Renasant Bank | 5,299 | $762.0K | 0.67% | −264−4.7% | Reduced |
| Vigilare Wealth Management | 5,312 | $764.0K | 0.99% | −1,351−20.3% | Reduced |
| Arden Trust Co | 5,311 | $764.0K | 0.19% | −86−1.6% | Reduced |
| Knuff & Co LLC | 5,315 | $765.0K | 0.36% | −7,250−57.7% | Reduced |
| StoneX Group Inc. | 5,324 | $765.8K | 0.11% | −144−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,328 | $766.0K | 0.74% | +30+0.6% | Added |
| AlphaStar Capital Management, LLC | 5,328 | $766.0K | 0.08% | +409+8.3% | Added |
| Claybrook Capital, LLC | 5,345 | $769.0K | 0.49% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,352 | $770.0K | 0.07% | +2,566+92.1% | Added |
| Ascent Group, LLC | 4,740 | $771.0K | 0.09% | +75+1.6% | Added |
| Argent Advisors, Inc. | 5,362 | $771.0K | 0.45% | +228+4.4% | Added |
| Landscape Capital Management, L.L.C. | 5,380 | $774.0K | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 5,386 | $775.0K | 0.19% | +172+3.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,306 | $780.0K | 0.51% | +302+6.0% | Added |