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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 5,437 | $782.0K | 0.85% | −35−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,440 | $782.0K | 0.08% | +4,207+341.2% | Added |
| Davenport & Co LLC | 5,452 | $784.0K | 0.01% | −1,906−25.9% | Reduced |
| Clearline Capital LP | 5,471 | $787.0K | 0.11% | −1,729−24.0% | Reduced |
| Parcion Private Wealth LLC | 5,489 | $789.0K | 0.09% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,485 | $790.0K | 0.02% | +105+2.0% | Added |
| Moody Lynn & Lieberson, LLC | 5,526 | $795.0K | 0.08% | −13,750−71.3% | Reduced |
| Orion Capital Management LLC | 5,539 | $797.0K | 0.64% | 00.0% | Unchanged |
| Waycross Partners, LLC | 5,546 | $798.0K | 0.54% | −2,200−28.4% | Reduced |
| Mizuho Securities Co. Ltd. | 5,555 | $799.0K | 0.27% | +3,296+145.9% | Added |
| KRS Capital Management, LLC | 5,563 | $800.0K | 1.20% | +190+3.5% | Added |
| Oxler Private Wealth LLC | 5,567 | $800.8K | 0.45% | −2,000−26.4% | Reduced |
| Compass Financial Advisors LLC | 5,569 | $801.0K | 1.19% | +13+0.2% | Added |
| NorthRock Partners, LLC | 5,603 | $806.0K | 0.09% | −808−12.6% | Reduced |
| BigSur Wealth Management LLC | 5,600 | $806.0K | 0.41% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,635 | $811.0K | 0.04% | −2,823−33.4% | Reduced |
| Thrive Wealth Management, LLC | 5,641 | $811.0K | 0.28% | +1,291+29.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 5,530 | $812.0K | 0.03% | +3,035+121.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,657 | $814.0K | 0.39% | −97−1.7% | Reduced |
| 1776 Wealth LLC | 5,662 | $814.0K | 0.62% | +500+9.7% | Added |
| Naviter Wealth, LLC | 5,675 | $816.0K | 0.33% | −810−12.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,737 | $818.0K | 0.83% | +245+4.5% | Added |
| Alta Wealth Advisors LLC | 5,694 | $819.0K | 0.59% | −122−2.1% | Reduced |
| Gemmer Asset Management LLC | 5,709 | $821.0K | 0.14% | −9,830−63.3% | Reduced |
| HB Wealth Management, LLC | 5,714 | $822.0K | 0.02% | −4,046−41.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,785 | $832.0K | 0.35% | −141−2.4% | Reduced |
| Tranquility Partners, LLC | 5,783 | $832.0K | 0.46% | +1,232+27.1% | Added |
| EPIQ Capital Group, LLC | 5,793 | $833.0K | 0.44% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 5,836 | $839.0K | 0.20% | −1,856−24.1% | Reduced |
| Rehmann Capital Advisory Group | 5,840 | $840.0K | 0.09% | +156+2.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,854 | $842.0K | 0.10% | −6,000−50.6% | Reduced |
| Charter Oak Capital Management, LLC | 5,867 | $844.0K | 0.14% | +123+2.1% | Added |
| Clear Harbor Asset Management, LLC | 5,874 | $845.0K | 0.12% | −80−1.3% | Reduced |
| World Equity Group, Inc. | 5,882 | $846.1K | 0.21% | +260+4.6% | Added |
| Midwest Professional Planners, LTD. | 5,902 | $849.0K | 0.51% | +385+7.0% | Added |
| Northwest & Ethical Investments L.P. | 5,903 | $849.1K | 0.03% | −3,536−37.5% | Reduced |
| Options Solutions, LLC | 5,910 | $850.0K | 1.31% | −414−6.5% | Reduced |
| ProVise Management Group, LLC | 5,921 | $852.0K | 0.10% | −991−14.3% | Reduced |
| Credential Qtrade Securities Inc. | 5,952 | $856.1K | 0.07% | +312+5.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,007 | $860.0K | 0.65% | −157−2.5% | Reduced |
| Bienville Capital Management, LLC | 6,000 | $863.0K | 0.34% | −520−8.0% | Reduced |
| First Pacific Financial | 5,998 | $863.0K | 0.50% | +384+6.8% | Added |
| PSI Advisors, LLC | 6,042 | $869.0K | 0.46% | −150−2.4% | Reduced |
| Capital Investment Advisors, LLC | 6,041 | $869.0K | 0.03% | −41−0.7% | Reduced |
| Guerra Pan Advisors, LLC | 5,789 | $870.0K | 1.27% | 00.0% | Unchanged |
| King Wealth | 6,062 | $872.0K | 0.22% | −388−6.0% | Reduced |
| Scott & Selber, Inc. | 6,098 | $877.0K | 0.42% | +6,098 | New |
| Barden Capital Management, Inc. | 6,109 | $879.0K | 1.02% | +186+3.1% | Added |
| Lindbrook Capital, LLC | 6,149 | $884.0K | 0.15% | −667−9.8% | Reduced |
| Integrated Advisors Network LLC | 6,145 | $884.0K | 0.06% | +75+1.2% | Added |
| Baker Avenue Asset Management, LP | 6,162 | $886.0K | 0.06% | −390−6.0% | Reduced |
| Norway Savings Bank | 6,162 | $886.0K | 0.48% | +460+8.1% | Added |
| EverSource Wealth Advisors, LLC | 6,164 | $886.0K | 0.20% | +3,763+156.7% | Added |
| Birinyi Associates Inc | 6,165 | $887.0K | 0.41% | −250−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 6,189 | $890.0K | 0.01% | +795+14.7% | Added |
| Donaldson Capital Management, LLC | 6,206 | $893.0K | 0.05% | +321+5.5% | Added |
| Sanders Morris Harris LLC | 6,061 | $895.0K | 0.22% | +300+5.2% | Added |
| KG&L Capital Management,LLC | 6,231 | $896.0K | 0.51% | −759−10.9% | Reduced |
| CWA Asset Management Group, LLC | 6,254 | $900.0K | 0.09% | +168+2.8% | Added |
| Clare Market Investments LLC | 6,259 | $900.3K | 0.39% | +2,417+62.9% | Added |
| Redmond Asset Management, LLC | 6,269 | $902.0K | 0.34% | +205+3.4% | Added |
| Congress Park Capital LLC | 6,277 | $903.0K | 0.60% | +1,027+19.6% | Added |
| Wealthspire Advisors, LLC | 6,287 | $904.0K | 0.02% | +210+3.5% | Added |
| Dearborn Partners LLC | 6,282 | $904.0K | 0.04% | +411+7.0% | Added |
| Perpetual Investment Management Ltd | 6,298 | $906.0K | 0.13% | −2,720−30.2% | Reduced |
| GFG Capital, LLC | 6,307 | $907.0K | 0.30% | +1,425+29.2% | Added |
| QVR LLC | 6,320 | $909.0K | 0.83% | +28+0.4% | Added |
| Mainstay Capital Management LLC | 6,346 | $913.0K | 0.23% | −115−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,356 | $914.0K | 0.05% | +1,099+20.9% | Added |
| Rossmore Private Capital | 6,363 | $915.0K | 0.16% | +40+0.6% | Added |
| Parkside Investments, LLC | 6,373 | $916.0K | 0.20% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 6,402 | $920.0K | 0.11% | +1,197+23.0% | Added |
| International Assets Investment Management, LLC | 6,423 | $924.0K | 0.20% | +94+1.5% | Added |
| DB Fitzpatrick & Co, Inc | 6,423 | $924.0K | 1.12% | +331+5.4% | Added |
| EPG Wealth Management LLC | 6,463 | $930.0K | 0.38% | −189−2.8% | Reduced |
| CenterStar Asset Management, LLC | – | $931.0K | 1.63% | – | – |
| Bristlecone Advisors, LLC | 6,487 | $933.0K | 0.12% | +315+5.1% | Added |
| Ameritas Advisory Services, LLC | 6,540 | $941.0K | 0.06% | +559+9.3% | Added |
| TRUE Private Wealth Advisors | 6,554 | $942.0K | 0.14% | −84−1.3% | Reduced |
| Albion Financial Group | 6,552 | $942.0K | 0.10% | +237+3.8% | Added |
| Cypress Asset Management Inc | 6,626 | $953.0K | 0.36% | −1,646−19.9% | Reduced |
| Ironwood Investment Management LLC | 6,628 | $953.0K | 0.67% | −133−2.0% | Reduced |
| Cribstone Capital Management, LLC | 6,638 | $955.0K | 0.59% | −98−1.5% | Reduced |
| Intrust Bank NA | 6,641 | $956.0K | 0.15% | −1,193−15.2% | Reduced |
| BSW Wealth Partners | 6,645 | $956.0K | 0.23% | +232+3.6% | Added |
| Clark Capital Management Group, Inc. | 6,665 | $959.0K | 0.01% | −15−0.2% | Reduced |
| Heritage Trust Co | 6,711 | $965.0K | 0.17% | +105+1.6% | Added |
| Intact Investment Management Inc. | 6,700 | $965.0K | 0.03% | +800+13.6% | Added |
| St. Johns Investment Management Company, LLC | 6,717 | $966.0K | 0.63% | −202−2.9% | Reduced |
| Peterson Financial Group, Inc. | 6,733 | $968.5K | 0.94% | +6,733 | New |
| Global Retirement Partners, LLC | 5,962 | $969.0K | 0.07% | +3,777+172.9% | Added |
| Columbia Trust Co 01012016 | 6,761 | $973.0K | 0.55% | +328+5.1% | Added |
| Keudell/Morrison Wealth Management | 6,802 | $978.0K | 0.37% | +26+0.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,800 | $978.0K | 0.63% | +450+7.1% | Added |
| Abbot Financial Management, Inc. | 6,844 | $984.0K | 0.70% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,860 | $987.0K | 0.15% | −2,455−26.4% | Reduced |
| AIA Group Ltd | 6,900 | $992.0K | 0.06% | +6,900 | New |
| Burns J W & Co Inc | 6,911 | $994.0K | 0.20% | −587−7.8% | Reduced |
| Brandywine Managers, LLC | 6,913 | $994.0K | 3.27% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,917 | $995.0K | 0.47% | +179+2.7% | Added |