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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 1,409 | $203.0K | 0.14% | −70−4.7% | Reduced |
| Nicholas Investment Partners, LP | 1,405 | $202.0K | 0.02% | +1,405 | New |
| Nelson Capital Management, LLC | 1,395 | $201.0K | 0.06% | −8−0.6% | Reduced |
| Sierra Capital LLC | 1,395 | $201.0K | 0.04% | −12−0.9% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $201.0K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,400 | $201.0K | 0.04% | +30+2.2% | Added |
| Lakeview Capital Partners, LLC | 1,400 | $201.0K | 0.08% | +150+12.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,354 | $200.0K | 0.16% | −95−6.6% | Reduced |
| IFG Advisors, LLC | 1,390 | $200.0K | 0.10% | +24+1.8% | Added |
| Adirondack Trust Co | 1,362 | $196.0K | 0.11% | +42+3.2% | Added |
| Arlington Partners LLC | 1,359 | $195.0K | 0.08% | −23−1.7% | Reduced |
| CNB Bank | 1,355 | $195.0K | 0.13% | +9+0.7% | Added |
| Freemont Management S.A. | 1,342 | $193.0K | 0.04% | +444+49.4% | Added |
| Larson Financial Group LLC | 1,344 | $193.0K | 0.03% | +717+114.4% | Added |
| American National Bank | 1,337 | $192.0K | 0.05% | +82+6.5% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $192.0K | 0.25% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,276 | $187.0K | 0.00% | −2,256−63.9% | Reduced |
| Oakworth Capital, Inc. | 1,205 | $173.0K | 0.02% | +66+5.8% | Added |
| Wolverine Asset Management LLC | 1,182 | $170.0K | 0.00% | −599−33.6% | Reduced |
| Front Row Advisors LLC | 1,181 | $170.0K | 0.09% | +5+0.4% | Added |
| Harvest Fund Management Co., Ltd | 1,164 | $168.0K | 0.05% | −10,269−89.8% | Reduced |
| Sofos Investments, Inc. | 1,160 | $167.0K | 0.02% | −2,254−66.0% | Reduced |
| Emfo, LLC | 1,163 | $167.0K | 0.16% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,156 | $166.0K | 0.07% | +15+1.3% | Added |
| Kozak & Associates, Inc. | 1,155 | $165.0K | 0.10% | +443+62.2% | Added |
| Castle Wealth Management LLC | 1,141 | $164.0K | 0.10% | −1−0.1% | Reduced |
| Citizens National Bank Trust Department | 1,070 | $154.0K | 0.05% | −1,520−58.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,054 | $152.0K | 0.03% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,046 | $150.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,039 | $149.0K | 0.01% | +200+23.8% | Added |
| Sittner & Nelson, LLC | 1,036 | $149.0K | 0.10% | +300+40.8% | Added |
| Wellington Shields & Co., LLC | 1,031 | $148.0K | 0.06% | −270−20.8% | Reduced |
| Vigilant Capital Management, LLC | 1,032 | $148.0K | 0.01% | +626+154.2% | Added |
| Benjamin Edwards Inc | 1,015 | $146.0K | 0.04% | −322−24.1% | Reduced |
| Price Jennifer C. | 1,000 | $144.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 990 | $142.0K | 0.03% | −430−30.3% | Reduced |
| Sage Private Wealth Group, LLC | 989 | $142.0K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 976 | $140.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 966 | $139.0K | 0.04% | −86−8.2% | Reduced |
| Silver Oak Securities, Inc | 662 | $134.2K | 0.03% | −952−59.0% | Reduced |
| Banco de Sabadell, S.A | 900 | $132.0K | 0.11% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 853 | $123.0K | 0.14% | +853 | New |
| West Paces Advisors Inc. | 852 | $122.6K | 0.04% | −61−6.7% | Reduced |
| Focused Wealth Management, Inc | 850 | $122.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 848 | $122.0K | 0.02% | +471+124.9% | Added |
| Atlantic Trust, LLC | 801 | $115.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 766 | $110.0K | 0.01% | −172−18.3% | Reduced |
| TFC Financial Management | 765 | $110.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 762 | $110.0K | 0.08% | +10+1.3% | Added |
| First Command Bank | 750 | $108.0K | 0.02% | −44−5.5% | Reduced |
| First Command Financial Services, Inc. | 750 | $108.0K | 0.02% | −44−5.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 740 | $106.0K | 0.07% | +740 | New |
| Tobam | 706 | $102.0K | 0.01% | −647−47.8% | Reduced |
| Magnolia Capital Management Ltd | 700 | $101.0K | 0.10% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $101.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 705 | $101.0K | 0.00% | +705 | New |
| Kayne Anderson Rudnick Investment Management LLC | 678 | $98.0K | 0.00% | −7−1.0% | Reduced |
| Stephens Investment Management Group LLC | 680 | $98.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 675 | $97.0K | 0.05% | −130−16.1% | Reduced |
| Archer Investment Corp | 672 | $96.7K | 0.04% | +132+24.4% | Added |
| Howe & Rusling Inc | 665 | $96.0K | 0.01% | −37−5.3% | Reduced |
| Optimum Investment Advisors | 635 | $91.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 626 | $90.0K | 0.02% | −11−1.7% | Reduced |
| Blume Capital Management, Inc. | 600 | $86.0K | 0.03% | −40−6.3% | Reduced |
| Monolith Advisors | 588 | $84.0K | 0.09% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 571 | $83.0K | 0.17% | +571 | New |
| DT Investment Partners, LLC | 570 | $82.0K | 0.01% | +570 | New |
| MV Capital Management, Inc. | 565 | $81.0K | 0.01% | +4+0.7% | Added |
| Turim 21 Investimentos Ltda. | 563 | $81.0K | 0.07% | +563 | New |
| Covestor Ltd | 559 | $80.0K | 0.07% | −35−5.9% | Reduced |
| Kessler Investment Group, LLC | 554 | $80.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 550 | $79.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 543 | $78.0K | 0.02% | −17−3.0% | Reduced |
| Earnest Partners LLC | 536 | $77.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 529 | $76.0K | 0.00% | −329−38.3% | Reduced |
| JJJ Advisors Inc. | 518 | $75.0K | 0.02% | −610−54.1% | Reduced |
| Operose Advisors LLC | 522 | $75.0K | 0.05% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $72.0K | 0.03% | +250+100.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 500 | $72.0K | 0.00% | +500 | New |
| Sugarloaf Wealth Management, LLC | 488 | $71.0K | 0.02% | −27−5.2% | Reduced |
| Mach-1 Financial Group, Inc. | 496 | $71.0K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 479 | $69.0K | 0.05% | +55+13.0% | Added |
| Abound Wealth Management | 479 | $68.9K | 0.04% | +479 | New |
| Rock Creek Group, LP | 474 | $68.0K | 0.01% | +54+12.9% | Added |
| Mascoma Wealth Management LLC | 467 | $67.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 462 | $66.0K | 0.02% | −227−32.9% | Reduced |
| Logan Capital Management Inc | 456 | $66.0K | 0.00% | −53−10.4% | Reduced |
| Clean Yield Group | 456 | $66.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 460 | $66.0K | 0.01% | +141+44.2% | Added |
| Dakota Community Bank & Trust NA | 460 | $66.0K | 0.46% | +460 | New |
| Manchester Capital Management LLC | 453 | $65.0K | 0.01% | −18−3.8% | Reduced |
| Antonetti Capital Management LLC | 450 | $65.0K | 0.07% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 452 | $65.0K | 0.01% | +452 | New |
| Pin Oak Investment Advisors Inc | 445 | $64.0K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 443 | $64.0K | 0.01% | +182+69.7% | Added |
| Atlas Capital Advisors LLC | 441 | $63.4K | 0.01% | −150−25.4% | Reduced |
| Johnson Financial Group, Inc. | 393 | $63.0K | 0.01% | +34+9.5% | Added |
| Prestige Wealth Management Group LLC | 423 | $61.0K | 0.02% | −187−30.7% | Reduced |
| Hudock, Inc. | 428 | $61.0K | 0.02% | 00.0% | Unchanged |