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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 2,914 | $419.0K | 0.04% | +1,242+74.3% | Added |
| FineMark National Bank & Trust | 2,898 | $417.0K | 0.02% | −82−2.8% | Reduced |
| Addison Capital Co | 2,905 | $417.0K | 0.26% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,888 | $415.0K | 0.38% | +92+3.3% | Added |
| Mathes Company, Inc. | 2,875 | $414.0K | 0.23% | −14,114−83.1% | Reduced |
| Pitti Group Wealth Management, LLC | 2,877 | $414.0K | 0.57% | +6+0.2% | Added |
| Delta Financial Advisors LLC | 2,875 | $414.0K | 0.22% | +100+3.6% | Added |
| Capital Investment Advisory Services, LLC | 2,870 | $413.0K | 0.05% | −756−20.8% | Reduced |
| Redwood Investment Management, LLC | 2,848 | $410.0K | 0.09% | +2,848 | New |
| Camelot Portfolios, LLC | 2,826 | $406.0K | 0.38% | −959−25.3% | Reduced |
| Gabelli Funds LLC | 2,820 | $406.0K | 0.00% | −275−8.9% | Reduced |
| S&CO Inc | 2,829 | $406.0K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,811 | $404.0K | 0.02% | −263−8.6% | Reduced |
| V2 Financial group LLC | 2,790 | $401.3K | 0.35% | −156−5.3% | Reduced |
| Accurate Wealth Management, LLC | 2,723 | $399.0K | 0.17% | +1,373+101.7% | Added |
| Beaumont Financial Partners, LLC | 2,770 | $398.0K | 0.04% | +45+1.7% | Added |
| Financial Advisory Corp | 2,764 | $398.0K | 0.23% | +42+1.5% | Added |
| TFG Advisers LLC | 2,757 | $397.0K | 0.22% | −201−6.8% | Reduced |
| Centiva Capital, LP | 2,754 | $396.0K | 0.03% | +1,194+76.5% | Added |
| Strategic Wealth Partners, Ltd. | 2,752 | $395.8K | 0.08% | +256+10.3% | Added |
| Jeppson Wealth Management, LLC | 2,744 | $395.0K | 0.18% | +347+14.5% | Added |
| Cypress Capital Management LLC | 2,749 | $395.0K | 0.07% | +1,279+87.0% | Added |
| Commons Capital, LLC | 2,743 | $394.0K | 0.62% | −490−15.2% | Reduced |
| Carret Asset Management, LLC | 2,732 | $393.0K | 0.06% | −92−3.3% | Reduced |
| Atticus Wealth Management, LLC | 2,354 | $389.0K | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,700 | $388.0K | 0.24% | +2,700 | New |
| Capitolis Advisors LLC | 2,683 | $386.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,680 | $385.0K | 0.00% | −320−10.7% | Reduced |
| VisionPoint Advisory Group, LLC | 2,670 | $384.0K | 0.18% | −38−1.4% | Reduced |
| Copperwynd Financial, LLC | 2,663 | $383.0K | 0.22% | −65−2.4% | Reduced |
| Regal Investment Advisors LLC | 2,646 | $381.0K | 0.04% | −5,129−66.0% | Reduced |
| Legacy Advisors, LLC | 2,649 | $381.0K | 0.08% | +2,649 | New |
| Credit Capital Investments LLC | 2,642 | $380.0K | 0.51% | −1,900−41.8% | Reduced |
| Prudent Man Advisors, LLC | 2,644 | $380.0K | 0.18% | −14−0.5% | Reduced |
| Montag A & Associates Inc | 2,634 | $379.0K | 0.03% | +430+19.5% | Added |
| Ellevest, Inc. | 2,626 | $378.0K | 0.04% | −413−13.6% | Reduced |
| Tolleson Wealth Management, Inc. | 2,629 | $378.0K | 0.11% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,624 | $377.0K | 0.05% | −337−11.4% | Reduced |
| Resurgent Financial Advisors LLC | 2,620 | $377.0K | 0.26% | −3−0.1% | Reduced |
| IVC Wealth Advisors LLC | 2,617 | $376.0K | 0.30% | +64+2.5% | Added |
| Saiph Capital, LLC | 2,607 | $375.0K | 0.29% | +50+2.0% | Added |
| Marathon Trading Investment Management LLC | 2,600 | $374.0K | 0.25% | +2,600 | New |
| Anchor Investment Management, LLC | 2,600 | $374.0K | 0.06% | +230+9.7% | Added |
| Sunflower Bank, N.A. | 2,593 | $373.0K | 0.08% | −64−2.4% | Reduced |
| Secure Asset Management, LLC | 2,589 | $372.0K | 0.21% | +153+6.3% | Added |
| Visionary Wealth Advisors | 2,581 | $371.0K | 0.04% | −364−12.4% | Reduced |
| Lumature Wealth Partners, LLC | 2,581 | $371.0K | 0.20% | −213−7.6% | Reduced |
| Magnolia Capital Advisors LLC | 2,581 | $371.0K | 0.31% | −111−4.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,569 | $370.0K | 0.51% | −19−0.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,559 | $368.0K | 0.26% | −50−1.9% | Reduced |
| Hill Island Financial LLC | 2,558 | $368.0K | 0.17% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,555 | $368.0K | 0.12% | +21+0.8% | Added |
| Crumly & Associates Inc. | 2,557 | $368.0K | 0.15% | +55+2.2% | Added |
| Okabena Investment Services Inc | 2,560 | $368.0K | 0.18% | +1,166+83.6% | Added |
| AdvisorNet Financial, Inc | 2,546 | $366.0K | 0.04% | −620−19.6% | Reduced |
| Chemung Canal Trust Co | 2,550 | $366.0K | 0.09% | −518−16.9% | Reduced |
| Keystone Financial Group | 2,544 | $366.0K | 0.07% | +271+11.9% | Added |
| Seaport Global Advisors, LLC | 2,541 | $365.0K | 1.49% | +248+10.8% | Added |
| Park National Corp | 2,525 | $364.0K | 0.02% | −103−3.9% | Reduced |
| David Loasby | 2,492 | $363.0K | 0.06% | +472+23.4% | Added |
| Traynor Capital Management, Inc. | 2,525 | $363.0K | 0.06% | +657+35.2% | Added |
| Valmark Advisers, Inc. | 2,512 | $361.0K | 0.01% | −30−1.2% | Reduced |
| Key Financial Inc | 2,507 | $361.0K | 0.17% | +26+1.0% | Added |
| Bank of Hawaii | 2,501 | $360.0K | 0.02% | −6,625−72.6% | Reduced |
| Fairfield, Bush & Co. | 2,493 | $359.0K | 0.25% | −222−8.2% | Reduced |
| Concord Wealth Partners | 2,495 | $359.0K | 0.11% | +127+5.4% | Added |
| Blue Fin Capital, Inc. | 2,462 | $354.0K | 0.13% | +100+4.2% | Added |
| Angeles Wealth Management, LLC | 2,448 | $352.0K | 0.07% | −77−3.0% | Reduced |
| Boston Trust Walden Corp | 2,411 | $347.0K | 0.00% | +160+7.1% | Added |
| Bremer Bank National Association | 2,409 | $346.0K | 0.08% | −694−22.4% | Reduced |
| Brown Advisory Securities, LLC | 2,408 | $346.0K | 1.27% | −174−6.7% | Reduced |
| H. L. Ormond & Company, LLC | 2,395 | $345.0K | 0.55% | +832+53.2% | Added |
| Machina Capital S.A.S. | 2,390 | $344.0K | 0.73% | +490+25.8% | Added |
| Lake Street Financial LLC | 2,384 | $343.0K | 0.08% | −128−5.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,374 | $341.5K | 0.14% | −51−2.1% | Reduced |
| Symmetry Partners, LLC | 2,369 | $341.0K | 0.02% | −1,918−44.7% | Reduced |
| Am Investment Strategies LLC | 2,373 | $341.0K | 0.13% | +464+24.3% | Added |
| AlphaCore Capital LLC | 2,363 | $340.0K | 0.15% | +995+72.7% | Added |
| Laurion Capital Management LP | 2,367 | $340.0K | 0.01% | +2,367 | New |
| Ssi Investment Management LLC | 2,349 | $338.0K | 0.02% | +4+0.2% | Added |
| Winthrop Advisory Group LLC | 2,341 | $337.0K | 0.07% | −5−0.2% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,334 | $336.0K | 0.51% | 00.0% | Unchanged |
| First Financial Corp | 2,326 | $335.0K | 0.23% | +21+0.9% | Added |
| WealthBridge Capital Management, LLC | 2,022 | $334.0K | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,324 | $334.0K | 0.06% | +535+29.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,313 | $333.0K | 0.08% | +581+33.5% | Added |
| Parkside Advisors LLC | 2,299 | $331.0K | 0.13% | −5−0.2% | Reduced |
| Cross Staff Investments Inc | 2,300 | $331.0K | 0.37% | 00.0% | Unchanged |
| TCWP LLC | 2,298 | $330.0K | 0.07% | −86−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,295 | $330.0K | 0.10% | +64+2.9% | Added |
| Hengehold Capital Management LLC | 2,283 | $328.0K | 0.05% | +10+0.4% | Added |
| Cim Investment Mangement Inc | 2,272 | $327.0K | 0.15% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,256 | $325.0K | 0.00% | −306−11.9% | Reduced |
| David J Yvars Group | 2,260 | $325.0K | 0.36% | −205−8.3% | Reduced |
| New World Advisors LLC | 2,262 | $325.0K | 0.15% | +352+18.4% | Added |
| Greenwich Wealth Management LLC | 2,251 | $324.0K | 0.03% | +21+0.9% | Added |
| Chiron Capital Management, LLC | 2,250 | $324.0K | 0.22% | +293+15.0% | Added |
| Sargent Bickham Lagudis LLC | 2,251 | $324.0K | 0.03% | +369+19.6% | Added |
| Redwood Investments, LLC | 2,247 | $323.0K | 0.04% | −396−15.0% | Reduced |
| Vantage Consulting Group Inc | 2,243 | $323.0K | 0.19% | +332+17.4% | Added |