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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 92,234 | $13.3M | 0.35% | +4,335+4.9% | Added |
| Perigon Wealth Management, LLC | 91,987 | $13.2M | 1.14% | −634−0.7% | Reduced |
| Pittenger & Anderson Inc | 90,942 | $13.1M | 0.79% | −453−0.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 88,732 | $12.9M | 2.01% | +6,481+7.9% | Added |
| Norinchukin Bank, The | 89,173 | $12.8M | 0.26% | +5,363+6.4% | Added |
| Front Barnett Associates LLC | 88,165 | $12.7M | 1.67% | +840+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 87,638 | $12.6M | 0.68% | +2,462+2.9% | Added |
| AE Wealth Management LLC | 87,248 | $12.6M | 0.10% | +44,277+103.0% | Added |
| Cetera Advisor Networks LLC | 86,671 | $12.5M | 0.15% | +11,585+15.4% | Added |
| Industrial Alliance Investment Management Inc. | 86,409 | $12.4M | 0.37% | −4,290−4.7% | Reduced |
| Granite Investment Partners, LLC | 86,365 | $12.4M | 0.54% | −18,946−18.0% | Reduced |
| Bridges Investment Management Inc | 85,531 | $12.3M | 0.47% | −847−1.0% | Reduced |
| Davidson Investment Advisors | 84,358 | $12.1M | 1.02% | +3,340+4.1% | Added |
| Doyle Wealth Management | 83,393 | $12.0M | 1.03% | +2,701+3.3% | Added |
| Securian Asset Management, Inc | 83,156 | $12.0M | 0.36% | +427+0.5% | Added |
| Thunderbird Partners LLP | 82,333 | $11.8M | 3.29% | +82,333 | New |
| Wesbanco Bank Inc | 81,480 | $11.7M | 0.79% | −31,050−27.6% | Reduced |
| Lido Advisors, LLC | 81,361 | $11.7M | 0.23% | +2,571+3.3% | Added |
| Mizuho Markets Cayman LP | 80,809 | $11.6M | 1.66% | +22,505+38.6% | Added |
| Cerity Partners LLC | 79,819 | $11.5M | 0.14% | −1,064−1.3% | Reduced |
| Trillium Asset Management, LLC | 79,786 | $11.5M | 0.38% | −2,744−3.3% | Reduced |
| Paragon Capital Management Ltd | 79,520 | $11.4M | 3.27% | 00.0% | Unchanged |
| Atria Investments LLC | 78,718 | $11.3M | 0.25% | −1,422−1.8% | Reduced |
| RMB Capital Management, LLC | 78,661 | $11.3M | 0.42% | −114,337−59.2% | Reduced |
| Cornerstone Capital, Inc. | 78,339 | $11.3M | 1.58% | −135−0.2% | Reduced |
| Kentucky Retirement Systems | 77,887 | $11.2M | 0.48% | +4,149+5.6% | Added |
| Equitable Trust Co | 77,123 | $11.1M | 0.92% | −4,458−5.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,500 | $11.1M | 1.99% | +13,000+20.8% | Added |
| Yarbrough Capital, LLC | 76,168 | $11.0M | 0.87% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 76,058 | $10.9M | 0.16% | −1,851−2.4% | Reduced |
| Bridgecreek Investment Management, LLC | 75,535 | $10.9M | 2.32% | +350.0% | Added |
| SG Americas Securities, LLC | 75,470 | $10.9M | 0.17% | +19,003+33.7% | Added |
| Fulton Breakefield Broenniman LLC | 75,008 | $10.8M | 1.01% | −1,936−2.5% | Reduced |
| Pacer Advisors, Inc. | 74,914 | $10.8M | 0.08% | +73,333+4,638.4% | Added |
| Gotham Asset Management, LLC | 74,826 | $10.8M | 0.32% | +20,875+38.7% | Added |
| Elo Mutual Pension Insurance Co | 74,649 | $10.7M | 0.41% | −2,992−3.9% | Reduced |
| Jefferies Group LLC | 74,346 | $10.7M | 0.31% | +19,168+34.7% | Added |
| Synovus Financial Corp | 74,051 | $10.6M | 0.13% | +2,580+3.6% | Added |
| MML Investors Services, LLC | 73,104 | $10.5M | 0.08% | −12,443−14.5% | Reduced |
| Whittier Trust Co | 72,907 | $10.5M | 0.22% | −283−0.4% | Reduced |
| Group One Trading, L.P. | 72,525 | $10.4M | 0.34% | −87,496−54.7% | Reduced |
| Thomasville National Bank | 72,021 | $10.4M | 1.24% | +1,832+2.6% | Added |
| Middleton & Co Inc | 71,447 | $10.3M | 1.56% | −14,447−16.8% | Reduced |
| Oak Associates, Ltd | 71,250 | $10.2M | 0.87% | −1,050−1.5% | Reduced |
| Providence Equity Partners L.L.C. | 69,950 | $10.1M | 0.35% | +69,950 | New |
| Kadensa Capital Ltd | 69,699 | $10.0M | 3.28% | +48,274+225.3% | Added |
| Washington Trust Co | 69,438 | $9.99M | 0.50% | −853−1.2% | Reduced |
| Erste Asset Management GmbH | 67,263 | $9.87M | 0.22% | +8,595+14.7% | Added |
| Amica Mutual Insurance Co | 68,527 | $9.86M | 1.40% | +4,064+6.3% | Added |
| Beacon Investment Advisory Services, Inc. | 68,347 | $9.83M | 0.54% | −1,444−2.1% | Reduced |
| Roffman Miller Associates Inc | 68,278 | $9.82M | 0.90% | +2,651+4.0% | Added |
| TD Waterhouse Canada Inc. | 61,726 | $9.82M | 0.11% | −30,366−33.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 68,144 | $9.80M | 0.56% | +14,500+27.0% | Added |
| Old National Bancorp | 67,809 | $9.75M | 0.33% | +991+1.5% | Added |
| Nomura Holdings Inc | 66,598 | $9.70M | 0.10% | +21,491+47.6% | Added |
| Freestone Capital Holdings, LLC | 67,277 | $9.68M | 0.44% | −9,570−12.5% | Reduced |
| Anchor Capital Advisors LLC | 66,801 | $9.61M | 0.26% | −3,424−4.9% | Reduced |
| Cortland Associates Inc | 65,515 | $9.42M | 1.68% | −624−0.9% | Reduced |
| Walleye Trading LLC | 65,314 | $9.39M | 0.31% | −172,308−72.5% | Reduced |
| Point72 Hong Kong Ltd | 65,319 | $9.39M | 0.56% | +34,917+114.9% | Added |
| Channing Capital Management, LLC | 65,293 | $9.39M | 0.32% | +5,454+9.1% | Added |
| Sequoia Financial Advisors, LLC | 65,055 | $9.36M | 0.29% | −1,136−1.7% | Reduced |
| GDS Wealth Management | 64,112 | $9.22M | 2.05% | +6,838+11.9% | Added |
| Louisiana State Employees Retirement System | 63,700 | $9.16M | 0.27% | +800+1.3% | Added |
| Lyell Wealth Management, LP | 63,427 | $9.12M | 1.55% | +1,412+2.3% | Added |
| Trybe Capital Management LP | 63,158 | $9.09M | 9.08% | −5,813−8.4% | Reduced |
| Private Advisor Group, LLC | 61,870 | $8.90M | 0.10% | −13,974−18.4% | Reduced |
| Atria Wealth Solutions, Inc. | 61,853 | $8.90M | 0.15% | +26,451+74.7% | Added |
| Highland Capital Management, LLC | 61,618 | $8.86M | 0.68% | +23,890+63.3% | Added |
| Jones Financial Companies LLLP | 61,430 | $8.84M | 0.02% | −168−0.3% | Reduced |
| Wolverine Trading, LLC | 59,794 | $8.78M | 0.34% | +45,383+314.9% | Added |
| Dash Acquisitions Inc. | 60,817 | $8.75M | 4.89% | +3,946+6.9% | Added |
| Community Trust & Investment Co | 60,346 | $8.68M | 0.83% | −434−0.7% | Reduced |
| Ally Financial Inc. | 60,000 | $8.63M | 1.42% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 59,825 | $8.61M | 0.45% | +46,691+355.5% | Added |
| Sit Investment Associates Inc | 59,439 | $8.55M | 0.26% | −2,430−3.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 58,946 | $8.48M | 0.36% | +3,364+6.1% | Added |
| Zevenbergen Capital Investments LLC | 58,000 | $8.34M | 0.24% | +58,000 | New |
| Liontrust Investment Partners LLP | 58,000 | $8.34M | 0.14% | −21,700−27.2% | Reduced |
| Metropolitan Life Insurance Co | 57,955 | $8.34M | 0.40% | −612−1.0% | Reduced |
| Huntington National Bank | 57,703 | $8.30M | 0.09% | −7,701−11.8% | Reduced |
| Marco Investment Management LLC | 57,563 | $8.28M | 1.05% | +3,980+7.4% | Added |
| JustInvest LLC | 57,504 | $8.27M | 0.37% | +1,645+2.9% | Added |
| Gradient Investments LLC | 57,484 | $8.27M | 0.25% | +54,572+1,874.0% | Added |
| Boston Private Wealth LLC | 56,145 | $8.08M | 0.12% | −2,280−3.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 55,575 | $7.99M | 2.89% | −1,907−3.3% | Reduced |
| Intech Investment Management LLC | 54,909 | $7.90M | 0.06% | +14,310+35.2% | Added |
| Oppenheimer & Co Inc | 54,465 | $7.83M | 0.18% | +2,639+5.1% | Added |
| Edmond de Rothschild Holding S.A. | 54,415 | $7.83M | 0.21% | −51,631−48.7% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $7.79M | 0.52% | −69−0.1% | Reduced |
| Invenomic Capital Management LP | 53,787 | $7.74M | 0.67% | +7,951+17.3% | Added |
| Edge Wealth Management LLC | 52,912 | $7.72M | 1.71% | +247+0.5% | Added |
| Captrust Financial Advisors | 53,184 | $7.65M | 0.04% | +8,144+18.1% | Added |
| Barrier Capital Management, LLC | 52,848 | $7.60M | 10.59% | +8,630+19.5% | Added |
| First Horizon Advisors, Inc. | 52,830 | $7.60M | 0.30% | −392−0.7% | Reduced |
| Abbrea Capital, LLC | 52,556 | $7.56M | 1.43% | −1,073−2.0% | Reduced |
| Zeke Capital Advisors, LLC | 52,341 | $7.53M | 0.55% | −177,580−77.2% | Reduced |
| Northstar Asset Management Inc | 51,874 | $7.46M | 2.58% | −1,264−2.4% | Reduced |
| Bradley Foster & Sargent Inc | 51,790 | $7.45M | 0.21% | −8,148−13.6% | Reduced |
| Adell Harriman & Carpenter Inc | 51,670 | $7.43M | 0.90% | −5,464−9.6% | Reduced |