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 |
|---|---|---|---|---|---|
| Field & Main Bank | 7,843 | $1.13M | 0.76% | −100−1.3% | Reduced |
| Eagle Asset Management Inc | 7,842 | $1.13M | 0.01% | +507+6.9% | Added |
| Wambolt & Associates, LLC | 901,565 | $1.13M | 0.48% | −740.0% | Reduced |
| Greystone Financial Group, LLC | 7,788 | $1.12M | 0.38% | −1,047−11.9% | Reduced |
| Allworth Financial LP | 7,771 | $1.12M | 0.01% | −1,490−16.1% | Reduced |
| Pictet Bank & Trust Ltd | 7,770 | $1.12M | 1.43% | −4,243−35.3% | Reduced |
| Orin Green Financial, LLC | 7,754 | $1.11M | 0.72% | +65+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,748 | $1.11M | 0.06% | −1,125−12.7% | Reduced |
| Doliver Advisors, LP | 7,736 | $1.11M | 0.41% | +5,851+310.4% | Added |
| ARS Wealth Advisors Group, LLC | 7,730 | $1.11M | 0.17% | −851−9.9% | Reduced |
| Harbour Investments, Inc. | 6,738 | $1.11M | 0.08% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 7,714 | $1.11M | 0.40% | −213−2.7% | Reduced |
| Caas Capital Management LP | 7,701 | $1.11M | 0.15% | +7,701 | New |
| Chickasaw Capital Management LLC | 7,689 | $1.11M | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 7,674 | $1.10M | 0.11% | −6,043−44.1% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,621 | $1.10M | 1.86% | +2,574+51.0% | Added |
| Wealthsource Partners, LLC | 7,581 | $1.09M | 0.08% | +1,099+17.0% | Added |
| Procyon Private Wealth Partners, LLC | 7,519 | $1.08M | 0.26% | −855−10.2% | Reduced |
| Steinberg Asset Management LLC | 7,512 | $1.08M | 1.15% | +7,512 | New |
| YHB Investment Advisors, Inc. | 7,493 | $1.08M | 0.12% | +62+0.8% | Added |
| Desjardins Global Asset Management Inc. | 7,486 | $1.08M | 0.14% | +107+1.5% | Added |
| Capstone Triton Financial Group, LLC | 7,429 | $1.07M | 0.91% | +241+3.4% | Added |
| Bard Financial Services, Inc. | 7,435 | $1.07M | 0.10% | +275+3.8% | Added |
| Compton Wealth Advisory Group, LLC | 7,422 | $1.07M | 0.45% | −336−4.3% | Reduced |
| Altfest L J & Co Inc | 7,427 | $1.07M | 0.20% | +1,051+16.5% | Added |
| George Kaiser Family Foundation | 7,399 | $1.06M | 0.19% | +2,174+41.6% | Added |
| Westwood Holdings Group Inc. | 7,345 | $1.06M | 0.01% | −5,403−42.4% | Reduced |
| Avantax Planning Partners, Inc. | 7,342 | $1.06M | 0.05% | −87−1.2% | Reduced |
| Jump Financial, LLC | 7,344 | $1.06M | 0.04% | +2,193+42.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.18% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 7,282 | $1.05M | 0.54% | +257+3.7% | Added |
| Harvest Volatility Management LLC | 7,130 | $1.05M | 0.18% | +730+11.4% | Added |
| Aldebaran Financial Inc. | 7,186 | $1.04M | 1.20% | +367+5.4% | Added |
| Segment Wealth Management, LLC | 7,253 | $1.04M | 0.13% | −24−0.3% | Reduced |
| Garrett Investment Advisors LLC | 7,251 | $1.04M | 0.26% | +1,699+30.6% | Added |
| Alpha Paradigm Partners, LLC | 7,227 | $1.04M | 0.45% | −5,211−41.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,201 | $1.04M | 0.32% | −227−3.1% | Reduced |
| Stansberry Asset Management, LLC | 7,199 | $1.04M | 0.22% | −183−2.5% | Reduced |
| Bay Rivers Group | 7,195 | $1.03M | 1.03% | −71−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 7,188 | $1.03M | 0.47% | +15+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,187 | $1.03M | 0.13% | +295+4.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,160 | $1.03M | 0.31% | −235−3.2% | Reduced |
| Paradigm Asset Management Co LLC | 7,150 | $1.03M | 0.34% | −100−1.4% | Reduced |
| Graypoint LLC | 7,150 | $1.03M | 0.13% | +1,120+18.6% | Added |
| Kistler-Tiffany Companies, LLC | 7,120 | $1.02M | 0.23% | −171−2.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.02M | 0.19% | 00.0% | Unchanged |
| Greenline Partners, LLC | 7,075 | $1.02M | 0.23% | +880+14.2% | Added |
| Rosenbaum Jay D. | 7,049 | $1.01M | 2.34% | +40+0.6% | Added |
| Wade G W & Inc | 7,041 | $1.01M | 0.05% | +302+4.5% | Added |
| Conning Inc. | 7,020 | $1.01M | 0.04% | −722−9.3% | Reduced |
| Boothbay Fund Management, LLC | 6,995 | $1.01M | 0.03% | −17,154−71.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,989 | $1.00M | 0.06% | +423+6.4% | Added |
| Lloyd Park, LLC | 6,977 | $1.00M | 1.24% | −2,078−22.9% | Reduced |
| Change Path, LLC | 6,973 | $1.00M | 0.06% | +601+9.4% | Added |
| Versor Investments LP | 6,957 | $1.00M | 0.06% | +2,457+54.6% | Added |
| Center for Financial Planning, Inc. | 6,954 | $1.00M | 0.27% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 7,000 | $999.0K | 0.88% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,931 | $997.0K | 0.25% | −98−1.4% | Reduced |
| Atlas Brown,Inc. | 6,923 | $996.0K | 0.51% | +277+4.2% | Added |
| Sentry Investment Management LLC | 6,917 | $995.0K | 0.47% | +179+2.7% | Added |
| 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 |
| AIA Group Ltd | 6,900 | $992.0K | 0.06% | +6,900 | New |
| Northern Oak Wealth Management Inc | 6,860 | $987.0K | 0.15% | −2,455−26.4% | Reduced |
| Abbot Financial Management, Inc. | 6,844 | $984.0K | 0.70% | 00.0% | Unchanged |
| 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 |
| Columbia Trust Co 01012016 | 6,761 | $973.0K | 0.55% | +328+5.1% | Added |
| Global Retirement Partners, LLC | 5,962 | $969.0K | 0.07% | +3,777+172.9% | Added |
| Peterson Financial Group, Inc. | 6,733 | $968.5K | 0.94% | +6,733 | New |
| St. Johns Investment Management Company, LLC | 6,717 | $966.0K | 0.63% | −202−2.9% | 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 |
| Clark Capital Management Group, Inc. | 6,665 | $959.0K | 0.01% | −15−0.2% | 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 |
| Cribstone Capital Management, LLC | 6,638 | $955.0K | 0.59% | −98−1.5% | Reduced |
| 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 |
| 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 |
| Ameritas Advisory Services, LLC | 6,540 | $941.0K | 0.06% | +559+9.3% | Added |
| Bristlecone Advisors, LLC | 6,487 | $933.0K | 0.12% | +315+5.1% | Added |
| CenterStar Asset Management, LLC | – | $931.0K | 1.63% | – | – |
| EPG Wealth Management LLC | 6,463 | $930.0K | 0.38% | −189−2.8% | Reduced |
| 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 |
| Next Century Growth Investors LLC | 6,402 | $920.0K | 0.11% | +1,197+23.0% | Added |
| Parkside Investments, LLC | 6,373 | $916.0K | 0.20% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,363 | $915.0K | 0.16% | +40+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,356 | $914.0K | 0.05% | +1,099+20.9% | Added |
| Mainstay Capital Management LLC | 6,346 | $913.0K | 0.23% | −115−1.8% | Reduced |
| QVR LLC | 6,320 | $909.0K | 0.83% | +28+0.4% | Added |
| GFG Capital, LLC | 6,307 | $907.0K | 0.30% | +1,425+29.2% | Added |
| Perpetual Investment Management Ltd | 6,298 | $906.0K | 0.13% | −2,720−30.2% | Reduced |
| 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 |
| Congress Park Capital LLC | 6,277 | $903.0K | 0.60% | +1,027+19.6% | Added |
| Redmond Asset Management, LLC | 6,269 | $902.0K | 0.34% | +205+3.4% | Added |
| Clare Market Investments LLC | 6,259 | $900.3K | 0.39% | +2,417+62.9% | Added |