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 |
|---|---|---|---|---|---|
| HM Payson & Co | 3,743 | $538.0K | 0.01% | +3+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 3,743 | $535.0K | 0.52% | −275−6.8% | Reduced |
| Valley Brook Capital Group | 3,720 | $535.0K | 0.58% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,722 | $531.0K | 0.27% | +10+0.3% | Added |
| Trust Investment Advisors | 3,692 | $531.0K | 0.55% | +11+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 3,683 | $530.0K | 0.33% | −204−5.2% | Reduced |
| Centric Wealth Management | 3,664 | $527.0K | 0.21% | −19−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,659 | $526.0K | 0.08% | −342−8.5% | Reduced |
| Kraematon Investment Advisors, Inc | 3,651 | $525.0K | 0.68% | −150−3.9% | Reduced |
| InterOcean Capital Group, LLC | 3,648 | $525.0K | 0.02% | +500+15.9% | Added |
| GraniteShares Advisors LLC | 3,636 | $523.0K | 0.42% | −567−13.5% | Reduced |
| BerganKDV Wealth Management, LLC | 3,635 | $523.0K | 0.06% | −43−1.2% | Reduced |
| Platform Technology Partners | 3,622 | $521.0K | 0.30% | +282+8.4% | Added |
| Sendero Wealth Management, LLC | 3,613 | $520.0K | 0.22% | +3,613 | New |
| Central Bank & Trust Co | 3,610 | $519.0K | 0.11% | −1,529−29.8% | Reduced |
| Karp Capital Management Corp | 3,599 | $518.0K | 0.11% | −16,952−82.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,545 | $510.0K | 0.62% | +45+1.3% | Added |
| Marcum Wealth, LLC | 3,536 | $509.0K | 0.08% | +1,152+48.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,518 | $506.0K | 0.67% | −44−1.2% | Reduced |
| Amussen Hunsaker Associates LLC | 3,459 | $504.0K | 0.14% | −27−0.8% | Reduced |
| Roberts Capital Advisors, LLC | 3,497 | $503.0K | 0.73% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 3,490 | $502.0K | 0.03% | −112,153−97.0% | Reduced |
| Capital Impact Advisors, LLC | 3,487 | $502.0K | 0.50% | −878−20.1% | Reduced |
| Smithfield Trust Co | 3,500 | $502.0K | 0.04% | +14+0.4% | Added |
| Covenant Partners, LLC | 3,477 | $500.0K | 0.24% | −1,256−26.5% | Reduced |
| Davis R M Inc | 3,464 | $498.0K | 0.01% | +653+23.2% | Added |
| CX Institutional | 3,450 | $496.0K | 0.03% | −13,820−80.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,445 | $496.0K | 0.36% | +451+15.1% | Added |
| Ropes Wealth Advisors LLC | 3,435 | $494.0K | 0.10% | +20+0.6% | Added |
| Moloney Securities Asset Management, LLC | 3,427 | $493.0K | 0.12% | −267−7.2% | Reduced |
| Kensington Investment Counsel, LLC | 3,430 | $493.0K | 0.41% | −188−5.2% | Reduced |
| Ballast, Inc. | 3,425 | $492.0K | 0.24% | +3,425 | New |
| Investors Research Corp | 3,413 | $491.0K | 0.15% | +229+7.2% | Added |
| Avory & Company, LLC | 3,381 | $486.0K | 0.41% | −302−8.2% | Reduced |
| Essex Financial Services, Inc. | 3,369 | $485.0K | 0.06% | −445−11.7% | Reduced |
| Fort Point Capital Partners LLC | 3,370 | $485.0K | 0.09% | −128−3.7% | Reduced |
| Hilltop Holdings Inc. | 3,375 | $485.0K | 0.07% | +39+1.2% | Added |
| Nwam LLC | 3,342 | $481.0K | 0.05% | −174−4.9% | Reduced |
| Smith, Salley & Associates | 3,336 | $480.0K | 0.04% | +127+4.0% | Added |
| Cornerstone Wealth Management, LLC | 3,330 | $479.0K | 0.05% | +156+4.9% | Added |
| TSFG, LLC | 3,323 | $478.0K | 0.22% | −67−2.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,318 | $477.0K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,296 | $474.0K | 0.50% | −9−0.3% | Reduced |
| Avitas Wealth Management LLC | 3,295 | $474.0K | 0.11% | +12+0.4% | Added |
| Washington Trust Advisors, Inc. | 3,290 | $473.0K | 0.04% | +404+14.0% | Added |
| Vista Wealth Management Group, LLC | 2,941 | $472.0K | 0.06% | +56+1.9% | Added |
| IFG Advisory, LLC | 3,273 | $470.0K | 0.04% | +1,659+102.8% | Added |
| Boenning & Scattergood, Inc. | 3,259 | $469.0K | 0.10% | −162−4.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,260 | $469.0K | 0.07% | +360+12.4% | Added |
| AlphaCrest Capital Management LLC | 3,251 | $468.0K | 0.03% | −49,732−93.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,256 | $468.0K | 0.02% | −51−1.5% | Reduced |
| D.B. Root & Company, LLC | 3,248 | $467.0K | 0.21% | −73−2.2% | Reduced |
| FirstPurpose Wealth LLC | 3,247 | $467.0K | 0.31% | +503+18.3% | Added |
| RFG Advisory, LLC | 3,170 | $466.0K | 0.03% | +45+1.4% | Added |
| Evoke Wealth, LLC | 3,451 | $465.0K | 0.02% | +53+1.6% | Added |
| First Citizens Bank & Trust Co | 3,225 | $464.0K | 0.02% | −312−8.8% | Reduced |
| Thomas White International Ltd | 3,227 | $464.0K | 0.11% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 3,227 | $464.0K | 0.01% | +125+4.0% | Added |
| Highland Private Wealth Management | 3,214 | $463.0K | 0.07% | −241−7.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,208 | $461.0K | 0.18% | 00.0% | Unchanged |
| Cooper Financial Group | 3,205 | $461.0K | 0.17% | +191+6.3% | Added |
| Trustmark National Bank Trust Department | 3,200 | $460.0K | 0.04% | −745−18.9% | Reduced |
| CenterBook Partners LP | 3,183 | $458.0K | 0.09% | −2,179−40.6% | Reduced |
| Insight Advisors, LLC | 3,184 | $458.0K | 0.18% | −238−7.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,177 | $456.0K | 0.06% | −265−7.7% | Reduced |
| Founders Financial Securities LLC | 3,166 | $455.0K | 0.08% | −103−3.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,165 | $455.0K | 0.36% | +15+0.5% | Added |
| Hodges Capital Management Inc. | 3,150 | $453.0K | 0.07% | +550+21.2% | Added |
| Paloma Partners Management Co | 3,132 | $451.0K | 0.09% | −768−19.7% | Reduced |
| Element Pointe Advisors, LLC | 3,123 | $449.0K | 0.26% | −336−9.7% | Reduced |
| XML Financial, LLC | 3,115 | $448.0K | 0.06% | −12−0.4% | Reduced |
| Glenview Trust Co | 3,106 | $447.0K | 0.02% | +15+0.5% | Added |
| Financial Advisory Service, Inc. | 3,099 | $446.0K | 0.05% | +3+0.1% | Added |
| BKD Wealth Advisors, LLC | 3,095 | $445.0K | 0.02% | −331−9.7% | Reduced |
| Strengthening Families & Communities, LLC | 3,093 | $444.0K | 0.23% | +147+5.0% | Added |
| Synergy Financial Group, LTD | 3,090 | $444.0K | 0.67% | +136+4.6% | Added |
| Intrua Financial, LLC | 3,081 | $443.0K | 0.12% | −1,927−38.5% | Reduced |
| Roberts Glore & Co Inc | 3,077 | $443.0K | 0.16% | +252+8.9% | Added |
| HighTower Trust Services, LTA | 3,067 | $441.0K | 0.05% | +98+3.3% | Added |
| Spotlight Asset Group, Inc. | 2,748 | $440.0K | 0.44% | +2,748 | New |
| Balentine LLC | 3,050 | $439.0K | 0.02% | −2,329−43.3% | Reduced |
| Legal Advantage Investments, Inc. | 3,050 | $439.0K | 0.41% | +1,050+52.5% | Added |
| Probity Advisors, Inc. | 3,036 | $437.0K | 0.11% | +20+0.7% | Added |
| Stratos Wealth Advisors, LLC | 3,024 | $435.0K | 0.05% | +280+10.2% | Added |
| Allred Capital Management, LLC | 3,019 | $434.0K | 0.27% | +16+0.5% | Added |
| Balasa Dinverno & Foltz LLC | 3,012 | $433.0K | 0.03% | −350−10.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,010 | $433.0K | 0.11% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,007 | $433.0K | 0.24% | +300+11.1% | Added |
| Sonora Investment Management Group, LLC | 2,626 | $433.0K | 0.06% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 3,000 | $432.0K | 0.05% | +3,000 | New |
| Mather Group, LLC. | 2,995 | $431.0K | 0.01% | −360−10.7% | Reduced |
| Adviser Investments LLC | 2,992 | $430.0K | 0.03% | +213+7.7% | Added |
| Bellecapital International Ltd. | 2,984 | $429.0K | 0.13% | +363+13.8% | Added |
| Donoghue Forlines LLC | 2,977 | $428.0K | 0.15% | +2,977 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,962 | $426.0K | 0.08% | −3,490−54.1% | Reduced |
| Studio Investment Management LLC | 2,957 | $425.3K | 0.15% | +898+43.6% | Added |
| Perennial Investment Advisors, LLC | 2,956 | $425.0K | 0.19% | −1,764−37.4% | Reduced |
| Castleview Partners, LLC | 2,939 | $423.0K | 0.40% | +2,731+1,313.0% | Added |
| Drive Wealth Management, LLC | 2,925 | $421.0K | 0.40% | −474−13.9% | Reduced |
| Solstein Capital, LLC | 2,921 | $420.0K | 0.37% | 00.0% | Unchanged |