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 |
|---|---|---|---|---|---|
| Sycomore Asset Management | 50,788 | $7.43M | 2.10% | −8,058−13.7% | Reduced |
| Bokf, NA | 51,319 | $7.38M | 0.15% | −9,226−15.2% | Reduced |
| Cullinan Associates Inc | 51,196 | $7.36M | 0.47% | −2,000−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 51,112 | $7.35M | 0.20% | −593−1.1% | Reduced |
| Congress Asset Management Co | 50,843 | $7.31M | 0.08% | +11,146+28.1% | Added |
| New Mexico Educational Retirement Board | 50,786 | $7.30M | 0.40% | −3,800−7.0% | Reduced |
| Chesley Taft & Associates LLC | 50,468 | $7.26M | 0.53% | +456+0.9% | Added |
| Xcel Wealth Management, LLC | 50,307 | $7.24M | 2.69% | +1,185+2.4% | Added |
| Virginia Retirement Systems Et Al | 50,300 | $7.24M | 0.08% | +50,300 | New |
| Covington Investment Advisors Inc. | 50,199 | $7.22M | 1.87% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 50,000 | $7.19M | 3.49% | −20,000−28.6% | Reduced |
| Sandy Spring Bank | 49,886 | $7.18M | 0.46% | −527−1.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 49,809 | $7.17M | 0.48% | −10,191−17.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 45,782 | $7.12M | 1.04% | +3,111+7.3% | Added |
| Stillwater Capital Advisors, LLC | 49,326 | $7.09M | 1.62% | −425−0.9% | Reduced |
| Calamos Wealth Management LLC | 49,065 | $7.06M | 0.61% | +348+0.7% | Added |
| Eagle Global Advisors LLC | 49,044 | $7.05M | 0.53% | −4,614−8.6% | Reduced |
| Verition Fund Management LLC | 48,896 | $7.03M | 0.10% | +16,510+51.0% | Added |
| Philadelphia Trust Co | 48,880 | $7.03M | 0.80% | +3,443+7.6% | Added |
| Credit Agricole S A | 48,868 | $7.03M | 0.24% | −4,028−7.6% | Reduced |
| Private Asset Management Inc | 48,465 | $6.97M | 1.23% | +2,853+6.3% | Added |
| Kempen Capital Management N.V. | 48,254 | $6.94M | 0.28% | +43,608+938.6% | Added |
| Buckingham Capital Management, Inc. | 47,850 | $6.88M | 1.33% | +1,671+3.6% | Added |
| Gifford Fong Associates | 47,621 | $6.85M | 1.69% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 46,514 | $6.69M | 2.75% | +98+0.2% | Added |
| Ziegler Capital Management, LLC | 46,473 | $6.68M | 0.29% | −22,704−32.8% | Reduced |
| Carroll Investors, Inc | 46,424 | $6.68M | 5.39% | +3,410+7.9% | Added |
| Mercer Global Advisors Inc | 46,423 | $6.68M | 0.04% | −3,652−7.3% | Reduced |
| Exchange Capital Management, Inc. | 46,149 | $6.64M | 1.54% | +2,209+5.0% | Added |
| Neville Rodie & Shaw Inc | 46,065 | $6.63M | 0.65% | −2,914−5.9% | Reduced |
| Selective Wealth Management, Inc. | 45,993 | $6.62M | 2.84% | −1,134−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 45,603 | $6.56M | 0.16% | +45,603 | New |
| Pathstone Family Office, LLC | 45,281 | $6.55M | 0.12% | +14,355+46.4% | Added |
| Annex Advisory Services, LLC | 45,374 | $6.53M | 0.44% | +2,329+5.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 45,109 | $6.49M | 2.01% | −1,888−4.0% | Reduced |
| Azimuth Capital Investment Management LLC | 45,096 | $6.49M | 0.35% | −104−0.2% | Reduced |
| Covington Capital Management | 45,066 | $6.48M | 0.28% | −925−2.0% | Reduced |
| Forbes J M & Co LLP | 44,416 | $6.39M | 1.00% | +227+0.5% | Added |
| Essex Investment Management Co LLC | 44,376 | $6.38M | 1.02% | +29,542+199.2% | Added |
| CFM Wealth Partners LLC | 43,804 | $6.30M | 2.01% | −606−1.4% | Reduced |
| Banque Cantonale Vaudoise | 43,750 | $6.29M | 0.36% | −6,814−13.5% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $6.26M | 3.36% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 43,437 | $6.25M | 0.22% | −6,444−12.9% | Reduced |
| E. Ohman J:or Asset Management AB | 43,350 | $6.24M | 0.28% | −700−1.6% | Reduced |
| Rothschild Investment Corp | 43,317 | $6.23M | 0.62% | −224−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 43,206 | $6.21M | 0.15% | 00.0% | Unchanged |
| Ethic Inc. | 43,140 | $6.21M | 0.42% | +375+0.9% | Added |
| EVR Research LP | 43,000 | $6.18M | 1.84% | +4,600+12.0% | Added |
| Motco | 42,834 | $6.16M | 0.49% | +2,386+5.9% | Added |
| Kinneret Advisory, LLC | 42,722 | $6.14M | 0.85% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 42,553 | $6.12M | 2.54% | +311+0.7% | Added |
| Westwood Management Corp | 42,401 | $6.10M | 0.80% | −1,323−3.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 42,390 | $6.10M | 0.18% | −1,172−2.7% | Reduced |
| Bryn Mawr Trust Co | 42,334 | $6.09M | 0.30% | +1,452+3.6% | Added |
| Sand Hill Global Advisors, LLC | 41,934 | $6.03M | 0.38% | −72−0.2% | Reduced |
| Allen Investment Management LLC | 41,651 | $5.99M | 0.10% | −669−1.6% | Reduced |
| Shell Asset Management Co | 41,527 | $5.97M | 0.23% | −10,596−20.3% | Reduced |
| CMH Wealth Management LLC | 41,350 | $5.95M | 2.18% | +2,192+5.6% | Added |
| Ashfield Capital Partners, LLC | 41,244 | $5.93M | 0.50% | −3,406−7.6% | Reduced |
| Ergoteles LLC | 41,156 | $5.92M | 0.21% | −45,128−52.3% | Reduced |
| Beacon Pointe Advisors, LLC | 41,055 | $5.90M | 0.13% | −8,662−17.4% | Reduced |
| Prospera Financial Services Inc | 40,674 | $5.85M | 0.31% | +163+0.4% | Added |
| Wealthfront Advisers LLC | 40,461 | $5.82M | 0.03% | −39,839−49.6% | Reduced |
| Advisory Services Network, LLC | 40,470 | $5.82M | 0.21% | −7,104−14.9% | Reduced |
| St Germain D J Co Inc | 35,188 | $5.81M | 0.38% | 00.0% | Unchanged |
| TLWM | 63,188 | $5.79M | 2.71% | +56,615+861.3% | Added |
| Wedbush Securities Inc | 40,058 | $5.76M | 0.32% | +1,179+3.0% | Added |
| PKO Investment Management Joint-Stock Co | 40,000 | $5.75M | 0.98% | +22,000+122.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,395 | $5.75M | 0.50% | −3,658−8.5% | Reduced |
| Bank Hapoalim BM | 39,915 | $5.74M | 0.72% | +313+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 39,885 | $5.74M | 0.04% | −102,916−72.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 39,667 | $5.71M | 0.78% | −2,330−5.5% | Reduced |
| Cutler Group LP | 39,672 | $5.71M | 0.69% | +5,745+16.9% | Added |
| Commerce Bank | 39,572 | $5.69M | 0.05% | +274+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 39,486 | $5.68M | 0.34% | −267−0.7% | Reduced |
| Evercore Wealth Management, LLC | 39,323 | $5.66M | 0.13% | −156−0.4% | Reduced |
| Sigma Planning Corp | 39,249 | $5.65M | 0.22% | +440+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 39,101 | $5.62M | 0.31% | −476−1.2% | Reduced |
| Shelton Capital Management | 39,101 | $5.62M | 0.27% | +13,600+53.3% | Added |
| Keybank National Association | 39,016 | $5.61M | 0.03% | −3,264−7.7% | Reduced |
| Johnson Investment Counsel Inc | 38,993 | $5.61M | 0.08% | +932+2.4% | Added |
| Moors & Cabot, Inc. | 38,952 | $5.60M | 0.43% | +218+0.6% | Added |
| Central Trust Co | 38,929 | $5.60M | 0.19% | −1,576−3.9% | Reduced |
| United Services Automobile Association | 38,636 | $5.56M | 0.15% | +2,573+7.1% | Added |
| Parallel Advisors, LLC | 38,561 | $5.55M | 0.26% | −452−1.2% | Reduced |
| Trust Co of Vermont | 38,197 | $5.49M | 0.43% | +1,987+5.5% | Added |
| First National Trust Co | 37,571 | $5.40M | 0.32% | +760+2.1% | Added |
| RPG Investment Advisory, LLC | 37,478 | $5.39M | 1.16% | +6,170+19.7% | Added |
| Means Investment Co., Inc. | 37,351 | $5.37M | 1.17% | −36−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 83,339 | $5.35M | 0.34% | +1,979+2.4% | Added |
| YorkBridge Wealth Partners, LLC | 37,139 | $5.34M | 1.38% | +3,637+10.9% | Added |
| Regentatlantic Capital LLC | 37,032 | $5.33M | 0.16% | −4,249−10.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 36,956 | $5.32M | 0.13% | −6,493−14.9% | Reduced |
| Profund Advisors LLC | 36,554 | $5.26M | 0.38% | +1,546+4.4% | Added |
| China Universal Asset Management Co., Ltd. | 36,543 | $5.26M | 2.21% | −2,657−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 36,110 | $5.19M | 0.21% | +1,709+5.0% | Added |
| Lord, Abbett & Co. LLC | 35,805 | $5.15M | 0.02% | +9,562+36.4% | Added |
| Waverton Investment Management Ltd | 35,775 | $5.15M | 0.21% | −5,532−13.4% | Reduced |
| AXS Investments LLC | 35,769 | $5.14M | 2.00% | −1,973−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,658 | $5.13M | 0.48% | +1,714+5.0% | Added |