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 |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 4,940 | $711.0K | 0.39% | +4,940 | New |
| 9258 Wealth Management, LLC | 4,934 | $710.0K | 0.18% | −588−10.6% | Reduced |
| 1st Source Bank | 4,921 | $708.0K | 0.05% | −308−5.9% | Reduced |
| Benchmark Investment Advisors LLC | 4,905 | $706.0K | 0.76% | +2,225+83.0% | Added |
| Forum Financial Management, LP | 4,899 | $705.0K | 0.03% | −2,791−36.3% | Reduced |
| Tiedemann Advisors, LLC | 4,894 | $704.0K | 0.04% | −294−5.7% | Reduced |
| Sargent Investment Group, LLC | 4,515 | $702.0K | 0.22% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 4,867 | $700.0K | 0.51% | +29+0.6% | Added |
| Legacy Bridge, LLC | 4,849 | $697.0K | 0.56% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4,840 | $696.0K | 0.06% | −2,909−37.5% | Reduced |
| First United Bank Trust | 4,833 | $695.0K | 0.35% | −145−2.9% | Reduced |
| Seven Springs Wealth Group, LLC | 4,818 | $693.0K | 0.38% | −273−5.4% | Reduced |
| Ascension Asset Management LLC | 2,670 | $687.0K | 0.54% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,766 | $685.5K | 0.40% | −125−2.6% | Reduced |
| EFG Asset Management (North America) Corp. | 4,758 | $685.0K | 0.16% | −1,515−24.2% | Reduced |
| Camden Capital, LLC | 4,764 | $685.0K | 0.16% | +224+4.9% | Added |
| Stokes Family Office, LLC | 4,756 | $684.0K | 0.10% | −607−11.3% | Reduced |
| Brown Capital Management LLC | 4,753 | $684.0K | 0.01% | −74−1.5% | Reduced |
| Penserra Capital Management LLC | 4,755 | $683.0K | 0.02% | +32+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 4,739 | $682.0K | 0.22% | −230−4.6% | Reduced |
| Northstar Advisory Group, LLC | 4,734 | $681.0K | 0.61% | −2,806−37.2% | Reduced |
| Citizens Financial Group Inc | 4,737 | $681.0K | 0.03% | −872−15.5% | Reduced |
| Archford Capital Strategies, LLC | 4,736 | $681.0K | 0.18% | +295+6.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $676.0K | 0.33% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,686 | $674.0K | 0.06% | +810+20.9% | Added |
| Engineers Gate Manager LP | 4,685 | $674.0K | 0.04% | −65,372−93.3% | Reduced |
| High Net Worth Advisory Group LLC | 4,673 | $672.0K | 0.29% | −10−0.2% | Reduced |
| Creative Financial Designs Inc | 4,674 | $672.0K | 0.11% | +464+11.0% | Added |
| Community Bank & Trust, Waco, Texas | 4,659 | $670.0K | 0.24% | −360−7.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,649 | $668.0K | 0.06% | +281+6.4% | Added |
| RMR Wealth Builders | 4,636 | $667.0K | 0.16% | +26+0.6% | Added |
| Bond & Devick Financial Network, Inc. | 4,629 | $666.0K | 0.55% | −465−9.1% | Reduced |
| MUFG Americas Holdings Corp | 4,614 | $664.0K | 0.02% | +406+9.6% | Added |
| Compton Capital Management Inc | 4,585 | $660.0K | 0.44% | −300−6.1% | Reduced |
| Alpha Cubed Investments, LLC | 4,560 | $656.0K | 0.05% | −8,185−64.2% | Reduced |
| Israel Discount Bank of New York | 4,547 | $654.0K | 0.54% | +426+10.3% | Added |
| Chicago Trust Co NA | 4,527 | $651.0K | 0.17% | +60+1.3% | Added |
| Dakota Wealth Management | 4,521 | $650.0K | 0.05% | +23+0.5% | Added |
| Saturna Capital CORP | 4,502 | $648.0K | 0.02% | +70+1.6% | Added |
| Corundum Group, Inc. | 4,503 | $648.0K | 0.41% | +191+4.4% | Added |
| Financial Advocates Investment Management | 4,496 | $647.0K | 0.06% | −1,663−27.0% | Reduced |
| Financial Architects, Inc | 4,491 | $646.0K | 0.11% | +4,491 | New |
| Vista Private Wealth Partners. LLC | 4,360 | $645.0K | 0.36% | 00.0% | Unchanged |
| Parametrica Management Ltd | 4,465 | $643.0K | 1.31% | +4,465 | New |
| Foundations Investment Advisors, LLC | 4,440 | $639.0K | 0.03% | +4,440 | New |
| Gryphon Financial Partners LLC | 4,430 | $637.0K | 0.16% | −360−7.5% | Reduced |
| Strategic Blueprint, LLC | 4,394 | $632.0K | 0.08% | −235−5.1% | Reduced |
| Fortis Capital Management LLC | 4,372 | $629.0K | 0.54% | +171+4.1% | Added |
| Claro Advisors LLC | 3,810 | $629.0K | 0.25% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,341 | $624.0K | 0.64% | +352+8.8% | Added |
| Martingale Asset Management L P | 4,311 | $621.0K | 0.01% | −8,649−66.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,304 | $619.0K | 0.23% | −60−1.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,779 | $614.0K | 0.26% | −110−2.8% | Reduced |
| DSC Advisors, L.P. | 4,259 | $613.0K | 0.65% | +1,436+50.9% | Added |
| Eads & Heald Wealth Management | 4,263 | $613.0K | 0.35% | +2,217+108.4% | Added |
| Essex Savings Bank | 4,252 | $611.0K | 0.24% | +8+0.2% | Added |
| VELA Investment Management, LLC | 4,251 | $611.0K | 0.35% | +699+19.7% | Added |
| CPWM, LLC | 4,244 | $610.0K | 0.06% | −494−10.4% | Reduced |
| Jmac Enterprises LLC | 4,230 | $608.0K | 0.17% | −24−0.6% | Reduced |
| HBK Sorce Advisory LLC | 4,223 | $607.0K | 0.04% | +1,892+81.2% | Added |
| GM Advisory Group, Inc. | 4,208 | $605.0K | 0.08% | −500−10.6% | Reduced |
| Aaron Wealth Advisors | 4,193 | $603.0K | 0.11% | −9,772−70.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,186 | $602.0K | 0.23% | +434+11.6% | Added |
| Avestar Capital, LLC | 4,174 | $600.0K | 0.17% | −1,915−31.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,138 | $596.0K | 0.71% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,143 | $596.0K | 0.11% | +599+16.9% | Added |
| Plancorp, LLC | 4,137 | $595.0K | 0.04% | −93−2.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 4,116 | $592.0K | 0.52% | +372+9.9% | Added |
| Octavia Wealth Advisors, LLC | 4,101 | $590.0K | 0.16% | +53+1.3% | Added |
| Consilium Wealth Advisory, LLC | 4,100 | $590.0K | 0.66% | +803+24.4% | Added |
| TCG Advisory Services, LLC | 4,099 | $590.0K | 0.18% | +4,099 | New |
| Quadrant Capital Group LLC | 4,071 | $586.0K | 0.08% | −1,879−31.6% | Reduced |
| McDaniel Terry & Co | 4,074 | $586.0K | 0.08% | −526−11.4% | Reduced |
| Paradigm Financial Partners, LLC | 3,751 | $583.0K | 0.18% | −151−3.9% | Reduced |
| Great Diamond Partners, LLC | 4,055 | $583.0K | 0.20% | −119−2.9% | Reduced |
| FLC Capital Advisors | 4,044 | $582.0K | 0.20% | −499−11.0% | Reduced |
| Eastern Bank | 4,023 | $579.0K | 0.03% | −135−3.2% | Reduced |
| AMG National Trust Bank | 4,021 | $578.0K | 0.02% | +743+22.7% | Added |
| Curbstone Financial Management Corp | 4,006 | $576.0K | 0.14% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 4,002 | $576.0K | 0.68% | +575+16.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,993 | $574.4K | 0.23% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,976 | $572.0K | 0.23% | −166−4.0% | Reduced |
| Riverview Trust Co | 3,969 | $571.0K | 0.55% | −511−11.4% | Reduced |
| Romano Brothers and Company | 3,961 | $570.0K | 0.09% | +3,961 | New |
| DRW Securities, L.L.C. | 3,964 | $570.0K | 0.18% | +3,964 | New |
| LWM Advisory Services, LLC | 3,927 | $569.0K | 0.64% | +486+14.1% | Added |
| Andesa Financial Management Inc. | 3,938 | $569.0K | 0.20% | +1,033+35.6% | Added |
| Two Sigma Securities, LLC | 3,957 | $569.0K | 0.08% | +2,128+116.3% | Added |
| CSS LLC | 3,920 | $564.0K | 0.03% | +1,366+53.5% | Added |
| Tectonic Advisors LLC | 3,912 | $563.0K | 0.10% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3,904 | $562.0K | 0.19% | −1,209−23.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,862 | $555.5K | 0.16% | −122−3.1% | Reduced |
| Occidental Asset Management, LLC | 3,857 | $555.0K | 0.17% | −406−9.5% | Reduced |
| Diligent Investors, LLC | 3,831 | $551.0K | 0.20% | +135+3.7% | Added |
| Kapitalo Investimentos Ltda | 3,830 | $550.9K | 0.23% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 3,866 | $550.0K | 0.78% | +516+15.4% | Added |
| Stiles Financial Services Inc | 3,806 | $547.0K | 0.33% | −35−0.9% | Reduced |
| One Capital Management, LLC | 3,803 | $547.0K | 0.03% | +110+3.0% | Added |
| Stonnington Group, LLC | 3,530 | $542.0K | 0.15% | +1,227+53.3% | Added |
| First National Bank | 3,749 | $540.0K | 0.49% | +32+0.9% | Added |