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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 6,254 | $900.0K | 0.09% | +168+2.8% | Added |
| KG&L Capital Management,LLC | 6,231 | $896.0K | 0.51% | −759−10.9% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $895.0K | 0.22% | +300+5.2% | Added |
| Donaldson Capital Management, LLC | 6,206 | $893.0K | 0.05% | +321+5.5% | Added |
| Gamco Investors, Inc. Et Al | 6,189 | $890.0K | 0.01% | +795+14.7% | Added |
| Birinyi Associates Inc | 6,165 | $887.0K | 0.41% | −250−3.9% | Reduced |
| 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 |
| 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 |
| Barden Capital Management, Inc. | 6,109 | $879.0K | 1.02% | +186+3.1% | Added |
| Scott & Selber, Inc. | 6,098 | $877.0K | 0.42% | +6,098 | New |
| King Wealth | 6,062 | $872.0K | 0.22% | −388−6.0% | Reduced |
| Guerra Pan Advisors, LLC | 5,789 | $870.0K | 1.27% | 00.0% | Unchanged |
| 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 |
| 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 |
| Arbor Trust Wealth Advisors, LLC | 6,007 | $860.0K | 0.65% | −157−2.5% | Reduced |
| Credential Qtrade Securities Inc. | 5,952 | $856.1K | 0.07% | +312+5.5% | Added |
| ProVise Management Group, LLC | 5,921 | $852.0K | 0.10% | −991−14.3% | Reduced |
| Options Solutions, LLC | 5,910 | $850.0K | 1.31% | −414−6.5% | Reduced |
| Northwest & Ethical Investments L.P. | 5,903 | $849.1K | 0.03% | −3,536−37.5% | Reduced |
| Midwest Professional Planners, LTD. | 5,902 | $849.0K | 0.51% | +385+7.0% | Added |
| World Equity Group, Inc. | 5,882 | $846.1K | 0.21% | +260+4.6% | Added |
| Clear Harbor Asset Management, LLC | 5,874 | $845.0K | 0.12% | −80−1.3% | Reduced |
| Charter Oak Capital Management, LLC | 5,867 | $844.0K | 0.14% | +123+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,854 | $842.0K | 0.10% | −6,000−50.6% | Reduced |
| Rehmann Capital Advisory Group | 5,840 | $840.0K | 0.09% | +156+2.7% | Added |
| Laidlaw Wealth Management LLC | 5,836 | $839.0K | 0.20% | −1,856−24.1% | Reduced |
| EPIQ Capital Group, LLC | 5,793 | $833.0K | 0.44% | 00.0% | Unchanged |
| 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 |
| HB Wealth Management, LLC | 5,714 | $822.0K | 0.02% | −4,046−41.5% | Reduced |
| Gemmer Asset Management LLC | 5,709 | $821.0K | 0.14% | −9,830−63.3% | Reduced |
| Alta Wealth Advisors LLC | 5,694 | $819.0K | 0.59% | −122−2.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,737 | $818.0K | 0.83% | +245+4.5% | Added |
| Naviter Wealth, LLC | 5,675 | $816.0K | 0.33% | −810−12.5% | Reduced |
| 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 |
| Sumitomo Mitsui Financial Group, Inc. | 5,530 | $812.0K | 0.03% | +3,035+121.6% | Added |
| 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 |
| 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 |
| Compass Financial Advisors LLC | 5,569 | $801.0K | 1.19% | +13+0.2% | Added |
| Oxler Private Wealth LLC | 5,567 | $800.8K | 0.45% | −2,000−26.4% | Reduced |
| KRS Capital Management, LLC | 5,563 | $800.0K | 1.20% | +190+3.5% | Added |
| Mizuho Securities Co. Ltd. | 5,555 | $799.0K | 0.27% | +3,296+145.9% | Added |
| Waycross Partners, LLC | 5,546 | $798.0K | 0.54% | −2,200−28.4% | Reduced |
| Orion Capital Management LLC | 5,539 | $797.0K | 0.64% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,526 | $795.0K | 0.08% | −13,750−71.3% | Reduced |
| Congress Wealth Management LLC | 5,485 | $790.0K | 0.02% | +105+2.0% | Added |
| Parcion Private Wealth LLC | 5,489 | $789.0K | 0.09% | 00.0% | Unchanged |
| Clearline Capital LP | 5,471 | $787.0K | 0.11% | −1,729−24.0% | Reduced |
| Davenport & Co LLC | 5,452 | $784.0K | 0.01% | −1,906−25.9% | Reduced |
| 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 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,306 | $780.0K | 0.51% | +302+6.0% | Added |
| Headinvest, LLC | 5,386 | $775.0K | 0.19% | +172+3.3% | Added |
| Landscape Capital Management, L.L.C. | 5,380 | $774.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Empowered Funds, LLC | 5,352 | $770.0K | 0.07% | +2,566+92.1% | Added |
| Claybrook Capital, LLC | 5,345 | $769.0K | 0.49% | 00.0% | Unchanged |
| 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 |
| StoneX Group Inc. | 5,324 | $765.8K | 0.11% | −144−2.6% | Reduced |
| Knuff & Co LLC | 5,315 | $765.0K | 0.36% | −7,250−57.7% | 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 |
| Renasant Bank | 5,299 | $762.0K | 0.67% | −264−4.7% | Reduced |
| Solidarilty Wealth, LLC | 5,264 | $761.0K | 0.44% | +5,264 | New |
| Fukoku Mutual Life Insurance Co | 5,282 | $760.0K | 0.07% | +330+6.7% | Added |
| Proequities, Inc. | 5,271 | $758.0K | 0.07% | +532+11.2% | Added |
| Coastal Investment Advisors, Inc. | 5,261 | $757.0K | 0.20% | +2,047+63.7% | Added |
| Buckingham Strategic Wealth, LLC | 5,257 | $756.0K | 0.02% | +442+9.2% | Added |
| New Century Advisors, LLC | 5,240 | $754.0K | 0.92% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 5,207 | $749.0K | 0.41% | −1,046−16.7% | Reduced |
| Redmont Wealth Advisors LLC | 5,200 | $748.0K | 0.97% | −100−1.9% | Reduced |
| Wolff Wiese Magana LLC | 5,159 | $742.0K | 0.60% | +509+10.9% | Added |
| Ycg, LLC | 5,076 | $739.0K | 0.09% | 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 |
| 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 |
| Rainsberger Wealth Advisors, Inc. | 5,096 | $733.0K | 0.50% | +105+2.1% | Added |
| 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 |
| Highlander Capital Management, LLC | 5,082 | $731.0K | 0.42% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 4,589 | $730.0K | 0.10% | +4,589 | New |
| Wintrust Investments LLC | 5,059 | $728.0K | 0.09% | +306+6.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,050 | $726.0K | 0.04% | −6,637−56.8% | Reduced |
| Ardsley Advisory Partners LP | 5,000 | $719.0K | 0.19% | −3,900−43.8% | Reduced |
| Journey Advisory Group, LLC | 4,971 | $715.0K | 0.18% | +710+16.7% | Added |
| 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 |
| 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 |