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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 174,061 | $25.0M | 0.86% | −499−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 172,898 | $24.9M | 0.47% | +7,395+4.5% | Added |
| Utah Retirement Systems | 172,632 | $24.8M | 0.41% | +900+0.5% | Added |
| NFJ Investment Group, LLC | 191,177 | $24.7M | 0.66% | +21,798+12.9% | Added |
| New York Life Investment Management LLC | 171,431 | $24.7M | 0.30% | +138+0.1% | Added |
| Tredje AP-fonden | 170,188 | $24.5M | 0.51% | +16,526+10.8% | Added |
| Comerica Bank | 152,319 | $24.5M | 0.21% | −347−0.2% | Reduced |
| CIBC World Markets Inc. | 169,900 | $24.4M | 0.10% | +10,762+6.8% | Added |
| Leonteq Securities AG | 167,588 | $24.1M | 1.25% | −5,319−3.1% | Reduced |
| Rafferty Asset Management, LLC | 166,692 | $24.0M | 0.26% | +29,825+21.8% | Added |
| Morningstar Investment Services LLC | 149,842 | $23.9M | 0.34% | +132,430+760.6% | Added |
| Magellan Asset Management Ltd | 164,738 | $23.7M | 0.17% | −531−0.3% | Reduced |
| Hollencrest Capital Management | 164,582 | $23.7M | 2.99% | −148−0.1% | Reduced |
| Heritage Investors Management Corp | 163,908 | $23.6M | 1.19% | +7,315+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 162,687 | $23.4M | 0.13% | +5,085+3.2% | Added |
| Quadrature Capital Ltd | 160,884 | $23.2M | 0.75% | +160,884 | New |
| Aureus Asset Management, LLC | 155,214 | $22.3M | 1.94% | +14,617+10.4% | Added |
| USS Investment Management Ltd | 153,130 | $22.0M | 0.35% | −71,623−31.9% | Reduced |
| Alberta Investment Management Corp | 151,690 | $21.8M | 0.17% | −8,944−5.6% | Reduced |
| Umb Bank N A | 151,376 | $21.8M | 0.37% | −5,460−3.5% | Reduced |
| Connectus Wealth, LLC | 150,653 | $21.7M | 0.45% | −210.0% | Reduced |
| Marshall Wace, LLP | 150,491 | $21.6M | 0.05% | +143,728+2,125.2% | Added |
| Crosslink Capital Inc | 146,145 | $21.0M | 5.37% | +11,190+8.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 145,538 | $20.9M | 0.21% | +881+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 145,118 | $20.9M | 0.36% | −6,838−4.5% | Reduced |
| Lannebo Fonder AB | 145,000 | $20.9M | 4.16% | +5,000+3.6% | Added |
| Swiss Life Asset Management Ltd | 144,197 | $20.7M | 0.36% | +1,720+1.2% | Added |
| Clear Street Markets LLC | 143,492 | $20.6M | 3.91% | +138,432+2,735.8% | Added |
| Financial Counselors Inc | 141,290 | $20.3M | 0.50% | +38,767+37.8% | Added |
| Factory Mutual Insurance Co | 140,900 | $20.3M | 0.33% | −2,400−1.7% | Reduced |
| Texas Permanent School Fund | 140,786 | $20.3M | 0.33% | +9,555+7.3% | Added |
| Shannon River Fund Management LLC | 140,464 | $20.2M | 8.69% | +140,464 | New |
| Yousif Capital Management, LLC | 139,777 | $20.1M | 0.29% | +496+0.4% | Added |
| Vancity Investment Management Ltd | 139,568 | $20.1M | 3.19% | −7,866−5.3% | Reduced |
| State of Alaska, Department of Revenue | 138,133 | $19.9M | 0.27% | −4,610−3.2% | Reduced |
| Mutual of America Capital Management LLC | 137,762 | $19.8M | 0.27% | +2,310+1.7% | Added |
| Stephens Inc | 137,757 | $19.8M | 0.42% | +656+0.5% | Added |
| Fred Alger Management, LLC | 137,699 | $19.8M | 0.10% | −184,717−57.3% | Reduced |
| Regions Financial Corp | 137,057 | $19.7M | 0.20% | +1,118+0.8% | Added |
| M&T Bank Corp | 136,517 | $19.6M | 0.09% | −6,570−4.6% | Reduced |
| Boston Common Asset Management, LLC | 136,436 | $19.6M | 1.03% | +12,985+10.5% | Added |
| Squarepoint Ops LLC | 135,810 | $19.5M | 0.17% | +1,193+0.9% | Added |
| Guggenheim Capital LLC | 135,733 | $19.5M | 0.18% | −8,145−5.7% | Reduced |
| Light Street Capital Management, LLC | 135,563 | $19.5M | 4.96% | +135,563 | New |
| Tower Research Capital LLC (TRC) | 134,192 | $19.3M | 0.31% | +46,767+53.5% | Added |
| Becker Capital Management Inc | 133,209 | $19.2M | 1.01% | +1,050+0.8% | Added |
| Employees Retirement System of Texas | 133,000 | $19.1M | 0.29% | −74,700−36.0% | Reduced |
| Tiaa, FSB | 132,946 | $19.1M | 0.08% | −38,492−22.5% | Reduced |
| Bloom Tree Partners, LLC | 132,706 | $19.1M | 7.15% | −25,142−15.9% | Reduced |
| Daiwa Securities Group Inc. | 132,437 | $19.1M | 0.16% | +12,690+10.6% | Added |
| Orbis Allan Gray Ltd | 132,315 | $19.0M | 0.16% | +1,137+0.9% | Added |
| United Capital Financial Advisers, LLC | 131,763 | $19.0M | 0.11% | −1,369−1.0% | Reduced |
| Panagora Asset Management Inc | 128,137 | $18.4M | 0.13% | +210.0% | Added |
| Eisler Capital (UK) Ltd. | 127,905 | $18.4M | 3.70% | +59,801+87.8% | Added |
| Steel Peak Wealth Management LLC | 125,691 | $18.1M | 1.37% | +1,644+1.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 125,000 | $18.0M | 1.06% | 00.0% | Unchanged |
| Xponance, Inc. | 124,764 | $17.9M | 0.35% | +14,754+13.4% | Added |
| Cubist Systematic Strategies, LLC | 124,741 | $17.9M | 0.13% | +37,539+43.0% | Added |
| Harbor Spring Capital, LLC | 124,000 | $17.8M | 5.51% | +14,000+12.7% | Added |
| Maryland Capital Management | 123,944 | $17.8M | 1.49% | +822+0.7% | Added |
| Brinker Capital Investments, LLC | 123,257 | $17.7M | 0.37% | +21,338+20.9% | Added |
| Silvant Capital Management LLC | 122,025 | $17.6M | 1.19% | +108,197+782.4% | Added |
| Baader Bank INC | 121,441 | $17.5M | 1.51% | +43,877+56.6% | Added |
| Ithaka Group LLC | 121,417 | $17.5M | 3.89% | −4,813−3.8% | Reduced |
| Governors Lane LP | 118,500 | $17.0M | 1.62% | +59,200+99.8% | Added |
| Kestra Advisory Services, LLC | 118,469 | $17.0M | 0.18% | +3,916+3.4% | Added |
| Schonfeld Strategic Advisors LLC | 117,342 | $16.9M | 0.14% | −136,213−53.7% | Reduced |
| NewEdge Wealth, LLC | 117,277 | $16.9M | 0.80% | −1,922−1.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 116,971 | $16.8M | 0.54% | 00.0% | Unchanged |
| Czech National Bank | 115,633 | $16.6M | 0.48% | +115,633 | New |
| Cornerstone Advisors, LLC | 115,000 | $16.5M | 0.81% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 113,527 | $16.3M | 2.06% | −420−0.4% | Reduced |
| CWM, LLC | 111,901 | $16.1M | 0.13% | −3,474−3.0% | Reduced |
| Pinnacle Financial Partners Inc | 110,748 | $15.9M | 0.58% | +21,834+24.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 110,461 | $15.9M | 0.68% | +1,321+1.2% | Added |
| ClariVest Asset Management LLC | 109,143 | $15.7M | 0.76% | −6,600−5.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 108,618 | $15.7M | 0.25% | +19,601+22.0% | Added |
| Guinness Asset Management LTD | 108,894 | $15.7M | 0.53% | −2,122−1.9% | Reduced |
| Cambridge Trust Co | 108,211 | $15.6M | 0.74% | −2,737−2.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 108,071 | $15.5M | 1.32% | −4,412−3.9% | Reduced |
| Greenleaf Trust | 105,749 | $15.2M | 0.23% | −831−0.8% | Reduced |
| Zacks Investment Management | 104,990 | $15.1M | 0.24% | −1,283−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 104,816 | $15.1M | 0.74% | +13,880+15.3% | Added |
| PEAK6 Investments LLC | 102,785 | $14.8M | 0.55% | +102,781+2,569,525.0% | Added |
| CIBC World Markets Corp | 101,797 | $14.6M | 0.20% | −38,748−27.6% | Reduced |
| NS Partners Ltd | 101,424 | $14.6M | 0.95% | +3,626+3.7% | Added |
| Boston Family Office LLC | 100,427 | $14.4M | 1.28% | +10,997+12.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | $14.4M | 0.24% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 99,703 | $14.3M | 0.35% | −4,542−4.4% | Reduced |
| British Columbia Investment Management Corp | 98,490 | $14.2M | 0.16% | −15,946−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 98,314 | $14.1M | 0.26% | −567−0.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 85,211 | $14.1M | 0.97% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 97,456 | $14.0M | 1.88% | +2,670+2.8% | Added |
| Hartford Investment Management Co | 97,328 | $14.0M | 0.45% | −636−0.6% | Reduced |
| Franklin Street Advisors Inc | 96,853 | $13.9M | 1.41% | +1,531+1.6% | Added |
| TCTC Holdings, LLC | 95,540 | $13.7M | 0.59% | +246+0.3% | Added |
| Coronation Fund Managers Ltd. | 93,799 | $13.5M | 0.72% | +14,906+18.9% | Added |
| J. Goldman & Co LP | 93,365 | $13.4M | 1.01% | +93,365 | New |
| Chilton Capital Management LLC | 93,009 | $13.4M | 0.89% | +10,883+13.3% | Added |
| MayTech Global Investments, LLC | 92,994 | $13.4M | 4.88% | −2,945−3.1% | Reduced |