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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 2,243 | $323.0K | 0.28% | +332+17.4% | Added |
| Texas Yale Capital Corp. | 2,224 | $320.0K | 0.02% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,223 | $320.0K | 0.14% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,222 | $320.0K | 0.19% | +597+36.7% | Added |
| Baldwin Brothers Inc | 2,222 | $319.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,205 | $317.0K | 0.03% | −34,705−94.0% | Reduced |
| Parkside Financial Bank & Trust | 2,201 | $317.0K | 0.10% | −276−11.1% | Reduced |
| Riverstone Advisors, LLC | 2,195 | $316.0K | 0.20% | −395−15.3% | Reduced |
| Essex LLC | 2,195 | $316.0K | 0.10% | +5+0.2% | Added |
| SkyView Investment Advisors, LLC | 2,190 | $315.0K | 0.09% | +51+2.4% | Added |
| Redwood Financial Network Corp | 2,183 | $314.0K | 0.36% | +33+1.5% | Added |
| Wealth Management Associates, Inc. | 2,169 | $312.0K | 0.22% | +175+8.8% | Added |
| Revolve Wealth Partners, LLC | 2,146 | $309.0K | 0.10% | −295−12.1% | Reduced |
| Valley National Advisers Inc | 2,011 | $309.0K | 0.06% | −100−4.7% | Reduced |
| Colonial River Wealth Management, LLC | 2,148 | $309.0K | 0.22% | −54−2.5% | Reduced |
| M&R Capital Management Inc | 2,139 | $307.0K | 0.09% | −4,288−66.7% | Reduced |
| Inscription Capital, LLC | 2,133 | $307.0K | 0.09% | −844−28.4% | Reduced |
| First Manhattan Co | 2,140 | $307.0K | 0.00% | +100+4.9% | Added |
| Collective Family Office LLC | 2,135 | $307.0K | 0.15% | +2,135 | New |
| Accel Wealth Management | 1,965 | $306.0K | 0.16% | −250−11.3% | Reduced |
| Truvestments Capital LLC | 2,125 | $306.0K | 0.19% | −38−1.8% | Reduced |
| 17 Capital Partners, LLC | 2,120 | $305.0K | 0.42% | +20+1.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,121 | $305.0K | 0.02% | +47+2.3% | Added |
| Waters Parkerson & Co., LLC | 2,122 | $305.0K | 0.02% | +600+39.4% | Added |
| BTG Pactual Global Asset Management Ltd | 2,073 | $303.0K | 0.46% | −8,296−80.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,095 | $301.0K | 0.03% | −363−14.8% | Reduced |
| Fulcrum Capital LLC | 2,089 | $300.0K | 0.09% | −484−18.8% | Reduced |
| Eudaimonia Partners, LLC | 2,086 | $300.0K | 0.08% | −115−5.2% | Reduced |
| Global Trust Asset Management, LLC | 2,089 | $300.0K | 0.16% | +55+2.7% | Added |
| DDD Partners, LLC | 2,081 | $299.0K | 0.05% | +2,081 | New |
| Janney Capital Management LLC | 2,062 | $297.0K | 0.02% | +38+1.9% | Added |
| Main Street Research LLC | 2,057 | $296.0K | 0.07% | +2,057 | New |
| Regent Peak Wealth Advisors LLC | 2,054 | $295.0K | 0.10% | −250−10.9% | Reduced |
| Salvus Wealth Management, LLC | 2,050 | $295.0K | 0.28% | +53+2.7% | Added |
| Synergy Financial Management, LLC | 2,049 | $295.0K | 0.08% | +225+12.3% | Added |
| Garner Asset Management Corp | 2,044 | $294.0K | 0.16% | −360−15.0% | Reduced |
| Catalyst Private Wealth, LLC | 2,041 | $294.0K | 0.22% | −9−0.4% | Reduced |
| XTX Topco Ltd | 2,043 | $294.0K | 0.07% | +532+35.2% | Added |
| DFPG Investments, LLC | 1,830 | $293.0K | 0.12% | +435+31.2% | Added |
| RNC Capital Management LLC | 2,033 | $292.0K | 0.02% | −23,449−92.0% | Reduced |
| Duality Advisers, LP | 2,033 | $292.0K | 0.03% | +2,033 | New |
| Interchange Capital Partners, LLC | 2,029 | $291.0K | 0.32% | +20+1.0% | Added |
| PDS Planning, Inc | 2,017 | $290.0K | 0.05% | −874−30.2% | Reduced |
| Appleton Partners Inc | 2,016 | $290.0K | 0.03% | −155−7.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,014 | $290.0K | 0.23% | +776+62.7% | Added |
| Highview Capital Management LLC | 2,006 | $289.0K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,009 | $289.0K | 0.24% | +125+6.6% | Added |
| Alley Investment Management Company, LLC | 2,000 | $288.0K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,993 | $287.0K | 0.07% | −70−3.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,992 | $287.0K | 0.11% | +1,992 | New |
| Spinnaker Trust | 1,985 | $286.0K | 0.02% | −21,617−91.6% | Reduced |
| Peterson Wealth Services | 1,990 | $286.0K | 0.20% | −3−0.2% | Reduced |
| Delphia (USA) Inc. | 1,978 | $285.0K | 0.33% | −255−11.4% | Reduced |
| McDonald Partners LLC | 1,984 | $285.0K | 0.11% | −135−6.4% | Reduced |
| Hamilton Wealth, LLC | 1,975 | $284.0K | 0.12% | −23,281−92.2% | Reduced |
| Tradition Wealth Management, LLC | 1,967 | $283.0K | 0.04% | −146−6.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,968 | $283.0K | 0.07% | +4+0.2% | Added |
| Hemenway Trust Co LLC | 1,960 | $282.0K | 0.03% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,957 | $281.0K | 0.23% | +70+3.7% | Added |
| Avidian Wealth Solutions, LLC | 1,957 | $281.0K | 0.02% | +231+13.4% | Added |
| Echo Street Capital Management LLC | 1,955 | $281.0K | 0.00% | +526+36.8% | Added |
| Staley Capital Advisers Inc | 1,950 | $280.0K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,942 | $279.0K | 0.34% | +1,942 | New |
| Hyperion Capital Advisors LP | 1,934 | $278.0K | 0.14% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,935 | $278.0K | 0.06% | +222+13.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,920 | $276.0K | 0.05% | +165+9.4% | Added |
| L2 Asset Management, LLC | 1,918 | $276.0K | 0.21% | +238+14.2% | Added |
| Privium Fund Management B.V. | 1,872 | $275.0K | 0.10% | −18,578−90.8% | Reduced |
| Strategy Asset Managers LLC | 1,910 | $275.0K | 0.07% | +1,910 | New |
| Silverlake Wealth Management LLC | 1,892 | $272.1K | 0.18% | +6+0.3% | Added |
| Prentice Wealth Management LLC | 1,893 | $272.0K | 0.15% | +123+6.9% | Added |
| WNY Asset Management, LLC | 1,882 | $271.0K | 0.10% | −102−5.1% | Reduced |
| Ategra Capital Management, LLC | 1,880 | $270.4K | 0.14% | −34−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,877 | $270.0K | 0.03% | −1,745−48.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,848 | $266.0K | 0.10% | −1,169−38.7% | Reduced |
| Evermay Wealth Management LLC | 1,849 | $266.0K | 0.05% | −55−2.9% | Reduced |
| Future Fund LLC | 1,844 | $265.0K | 0.53% | −70−3.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,669 | $263.0K | 0.17% | −1,294−43.7% | Reduced |
| Childress Capital Advisors, LLC | 1,747 | $263.0K | 0.10% | −239−12.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,826 | $263.0K | 0.04% | +106+6.2% | Added |
| LGL Partners, LLC | 1,827 | $263.0K | 0.05% | +1,827 | New |
| Blue Barn Wealth, LLC | 1,813 | $261.0K | 0.19% | +267+17.3% | Added |
| Polaris Wealth Advisory Group, LLC | 1,783 | $260.0K | 0.02% | −15,487−89.7% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $259.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,799 | $259.0K | 0.05% | +625+53.2% | Added |
| Advisor Resource Council | 1,795 | $258.0K | 0.18% | −1,028−36.4% | Reduced |
| Geller Advisors LLC | 1,793 | $258.0K | 0.06% | −959−34.8% | Reduced |
| Keel Point, LLC | 1,795 | $258.0K | 0.04% | −53−2.9% | Reduced |
| Heritage Wealth Management, LLC | 1,795 | $258.0K | 0.08% | −4−0.2% | Reduced |
| Peninsula Wealth, LLC | 1,792 | $258.0K | 0.09% | +1,792 | New |
| Kore Private Wealth LLC | 1,777 | $256.0K | 0.05% | +322+22.1% | Added |
| DeDora Capital, Inc. | 1,773 | $255.0K | 0.13% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,773 | $255.0K | 0.10% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,772 | $254.9K | 0.07% | −7−0.4% | Reduced |
| Altus Wealth Group LLC | 937 | $254.0K | 0.25% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,756 | $253.0K | 0.07% | −194−9.9% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $253.0K | 0.50% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,756 | $253.0K | 0.15% | +63+3.7% | Added |
| Csenge Advisory Group | 1,750 | $252.0K | 0.02% | −232−11.7% | Reduced |
| Curated Wealth Partners LLC | 1,746 | $251.0K | 0.07% | 00.0% | Unchanged |