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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 1,736 | $250.0K | 0.04% | +456+35.6% | Added |
| Hexagon Capital Partners LLC | 1,735 | $250.0K | 0.07% | +267+18.2% | Added |
| Legacy Financial Advisors, Inc. | 1,732 | $249.0K | 0.06% | −989−36.3% | Reduced |
| Modera Wealth Management, LLC | 1,733 | $249.0K | 0.01% | +20+1.2% | Added |
| Wayfinding Financial, LLC | 1,724 | $248.0K | 0.23% | −45−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,725 | $248.0K | 0.14% | +124+7.7% | Added |
| WMS Partners, LLC | 1,720 | $247.0K | 0.03% | −131−7.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,708 | $246.0K | 0.29% | −100−5.5% | Reduced |
| Associated Banc-Corp | 1,700 | $245.0K | 0.01% | −391−18.7% | Reduced |
| Well Done, LLC | 1,704 | $245.0K | 0.06% | +137+8.7% | Added |
| Guardian Wealth Advisors, LLC | 1,701 | $245.0K | 0.05% | +1,701 | New |
| Formidable Asset Management, LLC | 1,488 | $244.0K | 0.06% | +40+2.8% | Added |
| Pinnacle Bancorp, Inc. | 1,688 | $243.0K | 0.10% | −75−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,694 | $243.0K | 0.02% | +333+24.5% | Added |
| ICA Group Wealth Management, LLC | 1,674 | $241.0K | 0.05% | +52+3.2% | Added |
| HighVista Strategies LLC | 1,676 | $241.0K | 0.14% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,673 | $241.0K | 0.14% | +1,673 | New |
| Conway Capital Management, Inc. | 1,675 | $240.9K | 0.21% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 1,673 | $240.6K | 0.22% | −20−1.2% | Reduced |
| Beck Bode, LLC | 1,668 | $240.0K | 0.05% | +87+5.5% | Added |
| Tompkins Financial Corp | 1,661 | $239.0K | 0.04% | −45−2.6% | Reduced |
| Aevitas Wealth Management, Inc. | 1,664 | $239.0K | 0.18% | −15−0.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,661 | $239.0K | 0.10% | +102+6.5% | Added |
| Convergence Investment Partners, LLC | 1,659 | $239.0K | 0.16% | +188+12.8% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $238.0K | 0.80% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,651 | $238.0K | 0.03% | +1,651 | New |
| Lineweaver Wealth Advisors, LLC | 1,619 | $236.0K | 0.08% | −3,317−67.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,640 | $236.0K | 0.22% | +1,640 | New |
| Proficio Capital Partners LLC | 1,796 | $235.0K | 0.04% | −115−6.0% | Reduced |
| JNBA Financial Advisors | 1,636 | $235.0K | 0.04% | −163−9.1% | Reduced |
| Capital Performance Advisors LLP | 1,625 | $234.0K | 0.15% | −77−4.5% | Reduced |
| CoreFirst Bank & Trust | 1,620 | $233.0K | 0.20% | +51+3.3% | Added |
| Malaga Cove Capital, LLC | 1,620 | $233.0K | 0.13% | +1,620 | New |
| Canvas Wealth Advisors, LLC | 1,452 | $232.0K | 0.10% | +1,452 | New |
| Great Lakes Advisors, LLC | 1,605 | $231.0K | 0.01% | −187−10.4% | Reduced |
| Apriem Advisors | 1,605 | $231.0K | 0.04% | −75−4.5% | Reduced |
| Lebenthal Global Advisors, LLC | 1,604 | $230.0K | 0.11% | −157−8.9% | Reduced |
| Quad-Cities Investment Group, LLC | 1,582 | $228.0K | 0.18% | +20+1.3% | Added |
| Weybosset Research & Management LLC | 1,575 | $227.0K | 0.10% | +125+8.6% | Added |
| SPC Financial, Inc. | 1,576 | $227.0K | 0.03% | +20+1.3% | Added |
| Powers Advisory Group, LLC | 1,580 | $227.0K | 0.18% | +25+1.6% | Added |
| Fort Sheridan Advisors LLC | 1,574 | $226.0K | 0.08% | −15−0.9% | Reduced |
| Naples Global Advisors, LLC | 1,568 | $226.0K | 0.03% | +189+13.7% | Added |
| Haverford Trust Co | 1,570 | $226.0K | 0.00% | +1,570 | New |
| Reuter James Wealth Management, LLC | 1,564 | $225.0K | 0.15% | −229−12.8% | Reduced |
| MONECO Advisors, LLC | 1,561 | $225.0K | 0.09% | −76−4.6% | Reduced |
| MGO Private Wealth, LLC | 1,562 | $225.0K | 0.11% | +1,562 | New |
| Everhart Financial Group, Inc. | 1,550 | $223.0K | 0.12% | −2,204−58.7% | Reduced |
| Confluence Wealth Services, Inc. | 1,553 | $223.0K | 0.09% | −295−16.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,547 | $223.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 1,550 | $223.0K | 0.02% | +100+6.9% | Added |
| Waypoint Wealth Partners Inc. | 1,545 | $222.0K | 0.09% | −8−0.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,538 | $221.0K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,532 | $220.0K | 0.08% | −38−2.4% | Reduced |
| CCG Wealth Management, LLC | 1,527 | $220.0K | 0.13% | +48+3.2% | Added |
| Main Street Financial Solutions, LLC | 1,525 | $219.0K | 0.04% | +216+16.5% | Added |
| Buffington Mohr McNeal | 1,516 | $218.0K | 0.05% | −70−4.4% | Reduced |
| Canton Hathaway, LLC | 1,513 | $218.0K | 0.08% | −25−1.6% | Reduced |
| Busey Wealth Management | 1,518 | $218.0K | 0.01% | +24+1.6% | Added |
| Gsa Capital Partners LLP | 1,507 | $217.0K | 0.03% | −343−18.5% | Reduced |
| Ancora Advisors, LLC | 1,512 | $217.0K | 0.01% | −319−17.4% | Reduced |
| Mengis Capital Management, Inc. | 1,510 | $217.0K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,512 | $217.0K | 0.08% | +100+7.1% | Added |
| Magnus Financial Group LLC | 1,511 | $217.0K | 0.04% | +145+10.6% | Added |
| RSM US Wealth Management LLC | 1,511 | $217.0K | 0.01% | +1,511 | New |
| Aristotle Atlantic Partners, LLC | 1,500 | $216.0K | 0.01% | −74,553−98.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,504 | $216.0K | 0.03% | −770−33.9% | Reduced |
| Parthenon LLC | 1,500 | $216.0K | 0.04% | −500−25.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,499 | $216.0K | 0.02% | +276+22.6% | Added |
| Berger Financial Group, Inc | 1,497 | $215.0K | 0.03% | −42−2.7% | Reduced |
| Ford Financial Group, LLC | 1,495 | $215.0K | 0.09% | −9−0.6% | Reduced |
| Vise Technologies, Inc. | 1,491 | $214.0K | 0.08% | +47+3.3% | Added |
| First National Bank Sioux Falls | 1,483 | $213.0K | 0.22% | +100+7.2% | Added |
| Lion Street Advisors, LLC | 1,480 | $212.0K | 0.11% | +287+24.1% | Added |
| Pensionmark Financial Group, LLC | 1,475 | $212.0K | 0.05% | +83+6.0% | Added |
| Lee Danner & Bass Inc | 1,471 | $212.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,474 | $212.0K | 0.11% | +10+0.7% | Added |
| Zullo Investment Group, Inc. | 1,473 | $212.0K | 0.14% | +650+79.0% | Added |
| Roman Butler Fullerton & Co | 1,483 | $211.0K | 0.13% | −4,534−75.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,468 | $211.0K | 0.01% | +210+16.7% | Added |
| Farmers & Merchants Investments Inc | 1,465 | $211.0K | 0.01% | +250+20.6% | Added |
| Capstone Financial Advisors, Inc. | 1,465 | $211.0K | 0.02% | +1,465 | New |
| Grandfield & Dodd, LLC | 1,491 | $210.0K | 0.02% | 00.0% | Unchanged |
| Somerset Group LLC | 1,460 | $210.0K | 0.19% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,461 | $210.0K | 0.15% | 00.0% | Unchanged |
| United Maritime Capital LLC | 1,450 | $209.0K | 1.37% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,452 | $208.9K | 0.02% | −40−2.7% | Reduced |
| Whitener Capital Management, Inc. | 1,451 | $208.0K | 0.10% | −365−20.1% | Reduced |
| Private Advisory Group LLC | 1,447 | $208.0K | 0.05% | +115+8.6% | Added |
| Frank, Rimerman Advisors LLC | 1,444 | $207.7K | 0.07% | +1,444 | New |
| Vienna Asset Management LLC | 1,436 | $207.0K | 0.58% | −1,358−48.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,441 | $207.0K | 0.00% | −350−19.5% | Reduced |
| Core Alternative Capital | 1,437 | $207.0K | 0.03% | +359+33.3% | Added |
| True North Advisors, LLC | 1,434 | $206.0K | 0.07% | −369−20.5% | Reduced |
| ASB Consultores, LLC | 1,435 | $206.0K | 0.10% | −38−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,435 | $206.0K | 0.25% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,434 | $206.0K | 0.08% | +10+0.7% | Added |
| City State Bank | 1,432 | $206.0K | 0.14% | +345+31.7% | Added |
| Affinity Capital Advisors, LLC | 1,425 | $205.0K | 0.07% | +8+0.6% | Added |
| Cypress Capital Management LLC (WY) | 1,420 | $204.0K | 0.29% | 00.0% | Unchanged |