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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 10,109 | $1.45M | 0.14% | −358−3.4% | Reduced |
| Grandview Asset Management LLC | 10,097 | $1.45M | 0.92% | −1,076−9.6% | Reduced |
| Modus Advisors, LLC | 10,037 | $1.44M | 0.76% | +241+2.5% | Added |
| Bell Bank | 10,015 | $1.44M | 0.18% | −556−5.3% | Reduced |
| Zenyatta Capital Management LP | 10,000 | $1.44M | 0.83% | +5,000+100.0% | Added |
| Schmidt P J Investment Management Inc | 8,973 | $1.44M | 0.35% | −764−7.8% | Reduced |
| Mutual Advisors, LLC | 9,924 | $1.43M | 0.07% | +1,410+16.6% | Added |
| Voya Financial Advisors, Inc. | 9,730 | $1.43M | 0.18% | +3,045+45.5% | Added |
| TrinityPoint Wealth, LLC | 9,887 | $1.42M | 0.33% | +1,233+14.2% | Added |
| Kerrisdale Advisers, LLC | 9,880 | $1.42M | 0.35% | −47,013−82.6% | Reduced |
| Alterity Financial Group, LLC | 9,870 | $1.42M | 2.29% | −105−1.1% | Reduced |
| IFP Advisors, Inc | 19,178 | $1.42M | 0.04% | +1,945+11.3% | Added |
| Laffer Tengler Investments | 9,858 | $1.42M | 0.52% | −456−4.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,772 | $1.41M | 1.26% | −935−8.7% | Reduced |
| Cohen Investment Advisors LLC | 9,720 | $1.40M | 1.28% | +267+2.8% | Added |
| Savant Capital, LLC | 9,715 | $1.40M | 0.04% | −669−6.4% | Reduced |
| V Wealth Advisors LLC | 9,704 | $1.40M | 0.28% | −2,496−20.5% | Reduced |
| Quantum Private Wealth, LLC | 9,689 | $1.39M | 0.87% | +525+5.7% | Added |
| Arthur M. Cohen & Associates, LLC | 9,672 | $1.39M | 0.38% | −4,415−31.3% | Reduced |
| L.M. Kohn & Company | 9,667 | $1.39M | 0.68% | −112−1.1% | Reduced |
| Meeder Asset Management Inc | 9,609 | $1.38M | 0.08% | +346+3.7% | Added |
| Spearhead Capital Advisors, LLC | 9,571 | $1.38M | 1.49% | −86,722−90.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,568 | $1.38M | 0.41% | −465−4.6% | Reduced |
| Cito Capital Group, LLC | 9,550 | $1.37M | 0.79% | +100+1.1% | Added |
| Bangor Savings Bank | 9,443 | $1.36M | 0.16% | +2,233+31.0% | Added |
| Shepherd Financial Partners LLC | 9,422 | $1.35M | 0.26% | +200+2.2% | Added |
| Regatta Capital Group, LLC | 8,207 | $1.35M | 0.55% | +623+8.2% | Added |
| Gs Investments, Inc. | 9,413 | $1.35M | 0.90% | −243−2.5% | Reduced |
| Private Trust Co NA | 9,402 | $1.35M | 0.22% | +357+3.9% | Added |
| Merit Financial Group, LLC | 9,384 | $1.35M | 0.06% | −2,488−21.0% | Reduced |
| Callahan Advisors, LLC | 9,302 | $1.34M | 0.19% | −2,675−22.3% | Reduced |
| Seeyond | 9,297 | $1.34M | 0.16% | −2,937−24.0% | Reduced |
| Wolf Group Capital Advisors | 9,297 | $1.34M | 0.73% | −8−0.1% | Reduced |
| Nations Financial Group Inc, | 9,238 | $1.33M | 0.19% | −355−3.7% | Reduced |
| IMA Wealth, Inc. | 9,218 | $1.33M | 0.36% | −297−3.1% | Reduced |
| IHT Wealth Management, LLC | 9,220 | $1.33M | 0.10% | +2,155+30.5% | Added |
| Tiemann Investment Advisors, LLC | 9,210 | $1.32M | 0.86% | +190+2.1% | Added |
| Missouri Trust & Investment Co | 9,161 | $1.32M | 0.86% | +372+4.2% | Added |
| Personal Cfo Solutions, LLC | 9,165 | $1.32M | 0.33% | +1,429+18.5% | Added |
| Quantitative Investment Management, LLC | 9,145 | $1.31M | 0.22% | +6,457+240.2% | Added |
| Sound View Wealth Advisors Group, LLC | 9,109 | $1.31M | 0.29% | −157−1.7% | Reduced |
| Cornerstone National Bank & Trust Co | 9,095 | $1.31M | 0.72% | +6+0.1% | Added |
| Equitable Holdings, Inc. | 9,093 | $1.31M | 0.03% | +821+9.9% | Added |
| Asset Dedication, LLC | 9,298 | $1.31M | 0.14% | +880+10.5% | Added |
| Baystate Wealth Management LLC | 9,086 | $1.31M | 0.13% | +25+0.3% | Added |
| Acorn Financial Advisory Services Inc | 9,086 | $1.31M | 0.31% | +1,301+16.7% | Added |
| Michael B. Yongue | 9,079 | $1.31M | 1.28% | −398−4.2% | Reduced |
| VeraBank, N.A. | 9,068 | $1.30M | 0.82% | −65−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,060 | $1.30M | 0.51% | +437+5.1% | Added |
| Financial Engines Advisors L.L.C. | 9,056 | $1.30M | 0.00% | +241+2.7% | Added |
| Principle Wealth Partners LLC | 9,029 | $1.30M | 0.17% | +1,265+16.3% | Added |
| 55I, LLC | 8,971 | $1.29M | 0.04% | +5,644+169.6% | Added |
| Partners Capital Investment Group, LLP | 8,969 | $1.29M | 0.08% | +8,969 | New |
| Keeler Thomas Management LLC | 8,968 | $1.29M | 0.65% | +8,968 | New |
| Northstar Group, Inc. | 8,823 | $1.27M | 0.38% | −1,295−12.8% | Reduced |
| Asset Management Corp | 8,801 | $1.27M | 1.01% | −4,215−32.4% | Reduced |
| Monetary Management Group Inc | 8,772 | $1.26M | 0.42% | −175−2.0% | Reduced |
| Optas, LLC | 8,773 | $1.26M | 0.55% | +1,139+14.9% | Added |
| Ronald Blue Trust, Inc. | 7,614 | $1.26M | 0.02% | +456+6.4% | Added |
| Wrapmanager Inc | 8,704 | $1.25M | 0.42% | +611+7.5% | Added |
| WP Advisors, LLC | 8,651 | $1.24M | 0.56% | +2,220+34.5% | Added |
| Virtu Financial LLC | 8,630 | $1.24M | 0.11% | +8,630 | New |
| Jackson Square Capital, LLC | 8,612 | $1.24M | 0.60% | −3,073−26.3% | Reduced |
| United Bank | 8,597 | $1.24M | 0.82% | −1,202−12.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,593 | $1.24M | 0.04% | +595+7.4% | Added |
| Krilogy Financial LLC | 8,588 | $1.24M | 0.15% | +196+2.3% | Added |
| Perfromance Wealth Partners, LLC | 8,553 | $1.23M | 0.07% | −1,014−10.6% | Reduced |
| Karani Asset Management LLC | 8,494 | $1.22M | 1.24% | −2,207−20.6% | Reduced |
| Freedom Day Solutions, LLC | 8,387 | $1.21M | 0.65% | −559−6.2% | Reduced |
| Morse Asset Management, Inc | 8,304 | $1.19M | 0.45% | +5,279+174.5% | Added |
| Elmwood Wealth Management, Inc. | 8,286 | $1.19M | 0.59% | −50−0.6% | Reduced |
| Silicon Valley Capital Partners | 8,235 | $1.19M | 0.26% | +674+8.9% | Added |
| Activest Wealth Management | 7,488 | $1.18M | 0.38% | +6,104+441.0% | Added |
| Amica Retiree Medical Trust | 8,224 | $1.18M | 1.48% | +480+6.2% | Added |
| Wipfli Financial Advisors LLC, | 8,201 | $1.18M | 0.08% | +8,201 | New |
| MidWestOne Financial Group, Inc. | 8,196 | $1.18M | 0.30% | +76+0.9% | Added |
| Moneta Group Investment Advisors LLC | 8,155 | $1.17M | 0.04% | −909−10.0% | Reduced |
| Sawtooth Solutions, LLC | 8,136 | $1.17M | 0.17% | +1,875+29.9% | Added |
| Coastwise Capital Group, LLC | 8,119 | $1.17M | 1.84% | −140−1.7% | Reduced |
| Hellman Jordan Management Co Inc | 8,121 | $1.17M | 2.03% | +1,751+27.5% | Added |
| Western Wealth Management, LLC | 8,140 | $1.17M | 0.07% | +3,298+68.1% | Added |
| Bluestein R H & Co | 8,091 | $1.16M | 0.07% | +1,926+31.2% | Added |
| First Foundation Advisors | 8,085 | $1.16M | 0.06% | −11,060−57.8% | Reduced |
| Eqis Capital Management, Inc. | 8,055 | $1.16M | 0.13% | +1,366+20.4% | Added |
| Stock Yards Bank & Trust Co | 8,028 | $1.16M | 0.05% | −465−5.5% | Reduced |
| Bailard, Inc. | 8,030 | $1.16M | 0.05% | −52−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.15M | 0.50% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 8,000 | $1.15M | 1.03% | +3,000+60.0% | Added |
| Jacobi Capital Management LLC | 7,995 | $1.15M | 0.16% | +418+5.5% | Added |
| Northcape Capital Pty Ltd | 7,992 | $1.15M | 0.15% | +7,992 | New |
| West Branch Capital LLC | 7,956 | $1.14M | 0.71% | +57+0.7% | Added |
| Charter Research & Investment Group, Inc. | 7,902 | $1.14M | 1.15% | −310−3.8% | Reduced |
| WSFS Capital Management, LLC | 7,904 | $1.14M | 0.40% | +100+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 7,898 | $1.14M | 0.13% | −56−0.7% | Reduced |
| Caz Investments LP | 7,900 | $1.14M | 4.82% | 00.0% | Unchanged |
| Navalign, LLC | 7,896 | $1.14M | 0.51% | +902+12.9% | Added |
| 180 Wealth Advisors, LLC | 7,886 | $1.13M | 0.31% | −1,213−13.3% | Reduced |
| Van Hulzen Asset Management, LLC | 7,883 | $1.13M | 0.14% | −301−3.7% | Reduced |
| Golden Green, Inc. | 7,860 | $1.13M | 1.22% | +2,126+37.1% | Added |
| Northstar Asset Management LLC | 7,852 | $1.13M | 0.38% | −530−6.3% | Reduced |