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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 13,638 | $1.96M | 0.05% | −40.0% | Reduced |
| Cozad Asset Management Inc | 13,627 | $1.96M | 0.32% | −171−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 13,615 | $1.96M | 0.07% | +102+0.8% | Added |
| Canandaigua National Corp | 13,586 | $1.95M | 0.35% | +557+4.3% | Added |
| Harrell Investment Partners, LLC | 13,586 | $1.95M | 0.82% | +1,028+8.2% | Added |
| Comerica Securities,inc. | 13,500 | $1.94M | 0.16% | −264−1.9% | Reduced |
| Sowell Financial Services LLC | 13,389 | $1.93M | 0.19% | +474+3.7% | Added |
| Flagship Harbor Advisors, LLC | 13,328 | $1.92M | 0.22% | +473+3.7% | Added |
| Berkshire Bank | 13,268 | $1.91M | 0.58% | +1,001+8.2% | Added |
| Riverview Capital Advisers, LLC | 13,263 | $1.91M | 1.20% | +188+1.4% | Added |
| Wunderlich Capital Managemnt | 13,261 | $1.91M | 1.22% | +13,261 | New |
| Cable Hill Partners, LLC | 13,242 | $1.91M | 0.39% | +344+2.7% | Added |
| Aspiriant, LLC | 13,153 | $1.89M | 0.09% | −36−0.3% | Reduced |
| Icapital Wealth LLC | 13,071 | $1.88M | 1.35% | +1,000+8.3% | Added |
| Verde Capital Management | 13,063 | $1.88M | 0.91% | −2,149−14.1% | Reduced |
| Stelac Advisory Services LLC | 13,051 | $1.88M | 0.85% | +13,051 | New |
| HST Ventures, LLC | 13,027 | $1.87M | 1.26% | +13,027 | New |
| Maxi Investments CY Ltd | 12,970 | $1.87M | 1.41% | 00.0% | Unchanged |
| Lavaca Capital LLC | 10,100 | $1.86M | 1.04% | −460−4.4% | Reduced |
| Ballentine Partners, LLC | 12,830 | $1.84M | 0.06% | +1,984+18.3% | Added |
| Kovack Advisors, Inc. | 12,799 | $1.84M | 0.27% | −789−5.8% | Reduced |
| GAM Holding AG | 12,705 | $1.83M | 0.14% | −8,699−40.6% | Reduced |
| Transatlantique Private Wealth LLC | 12,630 | $1.82M | 1.22% | +873+7.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $1.81M | 0.13% | −22,680−64.3% | Reduced |
| Fulton Bank, N.A. | 12,591 | $1.81M | 0.11% | −496−3.8% | Reduced |
| XR Securities LLC | 12,550 | $1.80M | 1.68% | +7,876+168.5% | Added |
| Legacy Private Trust Co. | 12,528 | $1.80M | 0.17% | −865−6.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,494 | $1.80M | 0.51% | −1,381−10.0% | Reduced |
| Red Door Wealth Management, LLC | 12,395 | $1.78M | 0.68% | +874+7.6% | Added |
| Ameritas Investment Partners, Inc. | 12,355 | $1.78M | 0.08% | −314−2.5% | Reduced |
| Wealth Alliance | 12,326 | $1.77M | 0.35% | −275−2.2% | Reduced |
| Pinnacle Holdings, LLC | 12,295 | $1.77M | 0.83% | +307+2.6% | Added |
| Enterprise Bank & Trust Co | 12,247 | $1.76M | 0.92% | −32−0.3% | Reduced |
| Spire Wealth Management | 12,202 | $1.75M | 0.11% | −10,434−46.1% | Reduced |
| Glynn Capital Management LLC | 12,197 | $1.75M | 0.37% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 12,167 | $1.75M | 0.55% | +9,367+334.5% | Added |
| Mountain Capital Investment Advisors, Inc | 11,305 | $1.74M | 0.91% | −1,074−8.7% | Reduced |
| SeaCrest Wealth Management, LLC | 12,078 | $1.74M | 0.26% | −345−2.8% | Reduced |
| Cigna Investments Inc | 12,003 | $1.73M | 0.38% | −556−4.4% | Reduced |
| Dock Street Asset Management Inc | 11,999 | $1.73M | 0.41% | −1,805−13.1% | Reduced |
| Kaizen Financial Strategies | 11,997 | $1.73M | 1.76% | −43−0.4% | Reduced |
| Stonegate Investment Group, LLC | 11,966 | $1.72M | 0.08% | −1,991−14.3% | Reduced |
| Investment House LLC | 11,955 | $1.72M | 0.16% | −3,263−21.4% | Reduced |
| Old North State Wealth Management, LLC | 11,860 | $1.71M | 1.97% | +1,378+13.1% | Added |
| Chicago Partners Investment Group LLC | 11,764 | $1.70M | 0.12% | +262+2.3% | Added |
| Insight Wealth Strategies, LLC | 10,297 | $1.70M | 0.32% | 00.0% | Unchanged |
| American Investment Services, Inc. | 11,767 | $1.69M | 0.40% | +11,767 | New |
| Pitcairn Co | 11,741 | $1.69M | 0.19% | −205−1.7% | Reduced |
| Avalon Investment & Advisory | 11,741 | $1.69M | 0.05% | −135−1.1% | Reduced |
| Bradley Mark J. | 11,742 | $1.69M | 1.56% | +1,980+20.3% | Added |
| Capital Analysts, LLC | 11,714 | $1.69M | 0.12% | +86+0.7% | Added |
| Bank Ozk | 11,665 | $1.68M | 0.91% | +139+1.2% | Added |
| Woodmont Investment Counsel LLC | 11,613 | $1.67M | 0.21% | +5,497+89.9% | Added |
| Vident Investment Advisory, LLC | 13,130 | $1.67M | 0.05% | +452+3.6% | Added |
| Citizens & Northern Corp | 11,530 | $1.66M | 0.78% | +7+0.1% | Added |
| Resonate Capital, LLC | 11,520 | $1.66M | 2.47% | −340−2.9% | Reduced |
| Quantinno Capital Management LP | 11,521 | $1.66M | 0.21% | +969+9.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,988 | $1.66M | 1.01% | +11,988 | New |
| Jackson Hole Capital Partners, LLC | 11,466 | $1.65M | 0.51% | +162+1.4% | Added |
| RDST Capital LLC | 11,400 | $1.64M | 1.22% | +11,400 | New |
| Aj Wealth Strategies, LLC | 11,382 | $1.64M | 0.10% | −4,801−29.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,330 | $1.63M | 0.17% | +607+5.7% | Added |
| GPM Growth Investors, Inc. | 11,324 | $1.63M | 1.09% | +228+2.1% | Added |
| Trust Asset Management LLC | 11,324 | $1.63M | 0.22% | +848+8.1% | Added |
| Finer Wealth Management, Inc. | 11,257 | $1.62M | 1.59% | +190+1.7% | Added |
| FinTrust Capital Advisors, LLC | 10,493 | $1.61M | 0.42% | +380+3.8% | Added |
| Intellectus Partners, LLC | 11,119 | $1.60M | 0.57% | +1,292+13.1% | Added |
| Wahed Invest LLC | 11,030 | $1.59M | 0.97% | +783+7.6% | Added |
| Signaturefd, LLC | 11,024 | $1.59M | 0.05% | −3,568−24.5% | Reduced |
| Triangle Securities Wealth Management | 11,003 | $1.58M | 0.65% | +185+1.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $1.58M | 1.22% | −11,000−50.0% | Reduced |
| IPG Investment Advisors LLC | 10,981 | $1.58M | 0.44% | +552+5.3% | Added |
| Herbst Group, LLC | 10,905 | $1.57M | 1.29% | −100−0.9% | Reduced |
| Executive Wealth Management, LLC | 1,565 | $1.56M | 0.22% | −9,563−85.9% | Reduced |
| Mission Wealth Management, LP | 10,868 | $1.56M | 0.08% | +1,353+14.2% | Added |
| Courier Capital LLC | 10,837 | $1.56M | 0.19% | −385−3.4% | Reduced |
| Diversified Trust Co | 10,820 | $1.56M | 0.07% | +1,042+10.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,800 | $1.55M | 3.16% | +3,100+40.3% | Added |
| Duff & Phelps Investment Management Co | 10,775 | $1.55M | 0.02% | +330+3.2% | Added |
| Country Club Bank | 10,530 | $1.55M | 0.15% | −35−0.3% | Reduced |
| Waldron Private Wealth LLC | 10,733 | $1.54M | 0.10% | +1,280+13.5% | Added |
| Boltwood Capital Management | 10,718 | $1.54M | 0.71% | +106+1.0% | Added |
| WealthShield Partners, LLC | 10,696 | $1.54M | 0.31% | +1,216+12.8% | Added |
| Hancock Whitney Corp | 10,650 | $1.53M | 0.07% | −1,704−13.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 10,640 | $1.53M | 0.38% | 00.0% | Unchanged |
| Grove Bank & Trust | 10,638 | $1.53M | 0.38% | +110+1.0% | Added |
| Slow Capital, Inc. | 10,573 | $1.52M | 0.33% | −953−8.3% | Reduced |
| Signature Wealth Management Group | 10,562 | $1.52M | 0.77% | −670−6.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,525 | $1.51M | 0.34% | −198−1.8% | Reduced |
| Welch & Forbes LLC | 10,450 | $1.50M | 0.03% | +317+3.1% | Added |
| Koshinski Asset Management, Inc. | 10,415 | $1.50M | 0.18% | +490+4.9% | Added |
| Caliber Wealth Management, LLC | 10,393 | $1.50M | 1.18% | +352+3.5% | Added |
| Northeast Financial Consultants Inc | 10,346 | $1.49M | 0.11% | +1,123+12.2% | Added |
| Resources Management Corp | 10,323 | $1.49M | 0.26% | +169+1.7% | Added |
| Wedmont Private Capital | 10,240 | $1.47M | 0.30% | −3,145−23.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,229 | $1.47M | 0.52% | +425+4.3% | Added |
| NVWM, LLC | 10,205 | $1.47M | 0.58% | +4,290+72.5% | Added |
| Nicolet Bankshares Inc | 10,196 | $1.47M | 0.42% | +219+2.2% | Added |
| Segall Bryant & Hamill, LLC | 10,204 | $1.46M | 0.02% | −225−2.2% | Reduced |
| First Hawaiian Bank | 10,133 | $1.46M | 0.06% | +1,378+15.7% | Added |