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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 24,904 | $3.58M | 0.28% | +24,904 | New |
| Wetherby Asset Management Inc | 24,885 | $3.58M | 0.25% | −1,219−4.7% | Reduced |
| Vestcor Inc | 24,818 | $3.57M | 0.14% | +1,894+8.3% | Added |
| HBW Advisory Services LLC | 24,515 | $3.53M | 0.98% | +567+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,478 | $3.52M | 0.18% | −24,502−50.0% | Reduced |
| Peapack Gladstone Financial Corp | 24,446 | $3.52M | 0.07% | +13,880+131.4% | Added |
| FRG Family Wealth Advisors LLC | 24,386 | $3.51M | 0.87% | +307+1.3% | Added |
| Cohen Capital Management, Inc. | 24,365 | $3.50M | 0.77% | +60.0% | Added |
| Meridian Wealth Management, LLC | 24,368 | $3.50M | 0.38% | +8,013+49.0% | Added |
| Alps Advisors Inc | 24,357 | $3.50M | 0.03% | −2,396−9.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 24,247 | $3.49M | 0.68% | −43−0.2% | Reduced |
| Teza Capital Management LLC | 24,163 | $3.48M | 0.72% | +14,596+152.6% | Added |
| Summit Trail Advisors, LLC | 23,915 | $3.44M | 0.19% | −599−2.4% | Reduced |
| Harbor Capital Advisors, Inc. | 23,895 | $3.44M | 3.20% | −2,643−10.0% | Reduced |
| Chartwell Investment Partners, LLC | 23,866 | $3.43M | 0.15% | −154−0.6% | Reduced |
| Summit Financial, LLC | 23,846 | $3.43M | 0.32% | +1,225+5.4% | Added |
| ACG Wealth | 23,698 | $3.41M | 0.78% | +1,684+7.6% | Added |
| Plimoth Trust Co LLC | 23,666 | $3.40M | 1.18% | +775+3.4% | Added |
| Siemens Fonds Invest GmbH | 23,642 | $3.40M | 0.39% | −645−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 23,525 | $3.38M | 0.39% | −253−1.1% | Reduced |
| Kornitzer Capital Management Inc | 23,512 | $3.38M | 0.07% | −1,699−6.7% | Reduced |
| Roanoke Asset Management Corp | 23,485 | $3.38M | 1.61% | +11,351+93.5% | Added |
| Iowa State Bank | 23,406 | $3.37M | 0.96% | +13+0.1% | Added |
| Bayesian Capital Management, LP | 23,300 | $3.35M | 0.68% | +23,300 | New |
| Caldwell Trust Co | 23,255 | $3.34M | 0.50% | −241−1.0% | Reduced |
| Cetera Investment Advisers | 23,247 | $3.34M | 0.07% | −18,036−43.7% | Reduced |
| Inverness Counsel LLC | 23,233 | $3.34M | 0.19% | +11,325+95.1% | Added |
| Meridian Management Co | 23,219 | $3.34M | 1.33% | +609+2.7% | Added |
| Sepio Capital, LP | 23,215 | $3.34M | 0.33% | −2,656−10.3% | Reduced |
| Allstate Corp | 23,209 | $3.34M | 0.10% | −7,822−25.2% | Reduced |
| Roundview Capital LLC | 23,199 | $3.34M | 0.42% | +1,826+8.5% | Added |
| Van Strum & Towne Inc. | 23,038 | $3.31M | 1.53% | −343−1.5% | Reduced |
| Empirical Finance, LLC | 22,954 | $3.30M | 0.39% | +4,062+21.5% | Added |
| RB Capital Management, LLC | 22,928 | $3.30M | 1.26% | +419+1.9% | Added |
| Motley Fool Asset Management LLC | 22,889 | $3.29M | 0.32% | −138−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,692 | $3.26M | 0.44% | +294+1.3% | Added |
| Colony Group LLC | 22,559 | $3.25M | 0.06% | −729−3.1% | Reduced |
| Advisor Partners II, LLC | 22,545 | $3.24M | 0.25% | +22,545 | New |
| Prana Capital Management, LP | 22,497 | $3.24M | 0.22% | +16,542+277.8% | Added |
| Redpoint Investment Management Pty Ltd | 22,166 | $3.19M | 0.47% | −2,333−9.5% | Reduced |
| Gladstone Institutional Advisory LLC | 22,133 | $3.18M | 0.25% | +1,895+9.4% | Added |
| Twin Capital Management Inc | 22,088 | $3.18M | 0.43% | −161−0.7% | Reduced |
| Quattro Financial Advisors LLC | 22,000 | $3.16M | 1.26% | 00.0% | Unchanged |
| Garde Capital, Inc. | 21,959 | $3.16M | 0.41% | −699−3.1% | Reduced |
| Brookstone Capital Management | 22,175 | $3.15M | 0.07% | +2,301+11.6% | Added |
| Kelly Lawrence W & Associates Inc | 21,825 | $3.14M | 0.88% | +4,325+24.7% | Added |
| Spark Investment Management LLC | 21,800 | $3.13M | 5.99% | −10,000−31.4% | Reduced |
| Harbor Investment Advisory, LLC | 21,750 | $3.13M | 0.52% | −1,088−4.8% | Reduced |
| Checchi Capital Advisers, LLC | 21,727 | $3.13M | 0.34% | +12,344+131.6% | Added |
| Bessemer Group Inc | 21,651 | $3.12M | 0.01% | +4,164+23.8% | Added |
| Vision Capital Management, Inc. | 21,602 | $3.11M | 0.64% | −78−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 21,455 | $3.09M | 1.82% | +1,009+4.9% | Added |
| MAI Capital Management | 21,374 | $3.07M | 0.06% | −358−1.6% | Reduced |
| GWM Advisors LLC | 21,105 | $3.04M | 0.05% | −231−1.1% | Reduced |
| Moreno Evelyn V | 21,078 | $3.03M | 1.37% | −22,282−51.4% | Reduced |
| Harvey Capital Management Inc | 21,080 | $3.03M | 1.31% | +18,680+778.3% | Added |
| Andra AP-fonden | 20,998 | $3.02M | 0.10% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 21,000 | $3.02M | 0.24% | +7,570+56.4% | Added |
| Harbour Capital Advisors, LLC | 20,727 | $3.02M | 1.05% | −3,245−13.5% | Reduced |
| Ceera Investments, LLC | 20,900 | $3.01M | 2.00% | +20,900 | New |
| Hoylecohen, LLC | 20,874 | $3.00M | 0.33% | +359+1.7% | Added |
| Once Capital Management, LLC | 20,800 | $2.99M | 3.90% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 20,794 | $2.99M | 0.45% | +910+4.6% | Added |
| Birch Hill Investment Advisors LLC | 20,732 | $2.98M | 0.20% | −3,462−14.3% | Reduced |
| Icon Wealth Advisors, LLC | 20,719 | $2.98M | 0.36% | +20,719 | New |
| Sawyer & Company, Inc | 20,651 | $2.97M | 1.62% | +10,931+112.5% | Added |
| Elite Wealth Management, Inc. | 20,541 | $2.96M | 1.61% | −2,401−10.5% | Reduced |
| Bray Capital Advisors | 20,513 | $2.95M | 0.92% | +83+0.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 18,799 | $2.94M | 0.65% | +12,833+215.1% | Added |
| Breakline Capital LLC | 20,196 | $2.90M | 3.50% | +20,196 | New |
| Lazard Freres Gestion S.A.S. | 20,169 | $2.90M | 0.11% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.89M | 3.29% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 19,901 | $2.89M | 1.59% | −44−0.2% | Reduced |
| Boston Financial Mangement LLC | 20,075 | $2.89M | 0.13% | +17,287+620.1% | Added |
| Girard Partners Ltd. | 20,022 | $2.88M | 0.38% | −265−1.3% | Reduced |
| Trust Co of Kansas | 19,998 | $2.88M | 2.04% | −7,370−26.9% | Reduced |
| Horizon Investments, LLC | 19,942 | $2.87M | 0.09% | +8,474+73.9% | Added |
| First Interstate Bank | 19,893 | $2.86M | 0.23% | +1,730+9.5% | Added |
| Level Four Advisory Services, LLC | 19,812 | $2.85M | 0.28% | +480+2.5% | Added |
| M. Kulyk & Associates, LLC | 19,805 | $2.85M | 0.99% | +4,209+27.0% | Added |
| Global Endowment Management, LP | 19,767 | $2.84M | 0.29% | −6,217−23.9% | Reduced |
| Dillon & Associates Inc | 19,732 | $2.84M | 0.66% | +1,095+5.9% | Added |
| Westbourne Investment Advisors, Inc. | 19,703 | $2.83M | 1.50% | +99+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 19,661 | $2.83M | 0.30% | +1,033+5.5% | Added |
| Bridge Creek Capital Management LLC | 19,601 | $2.82M | 1.21% | +411+2.1% | Added |
| Security National Bank | 19,571 | $2.81M | 0.78% | −260−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 19,503 | $2.81M | 0.13% | +1,910+10.9% | Added |
| Element Capital Management LLC | 19,313 | $2.78M | 1.33% | 00.0% | Unchanged |
| HAP Trading, LLC | 19,300 | $2.78M | 0.36% | +5,688+41.8% | Added |
| South State Corp. | 19,294 | $2.77M | 0.28% | −406−2.1% | Reduced |
| Mirador Capital Partners LP | 19,236 | $2.77M | 0.67% | +438+2.3% | Added |
| Balyasny Asset Management LLC | 19,204 | $2.76M | 0.01% | +12,393+182.0% | Added |
| Tsai Capital Corp | 18,930 | $2.72M | 3.02% | +1,200+6.8% | Added |
| BDO Wealth Advisors, LLC | 18,759 | $2.70M | 0.36% | +50+0.3% | Added |
| Burleson & Company, LLC | 18,751 | $2.70M | 0.59% | +1,230+7.0% | Added |
| Pinnacle Associates Ltd | 18,667 | $2.69M | 0.06% | +158+0.9% | Added |
| Knights of Columbus Asset Advisors LLC | 18,593 | $2.67M | 0.27% | −1,029−5.2% | Reduced |
| Asio Capital, LLC | 18,556 | $2.67M | 0.85% | +751+4.2% | Added |
| Bouvel Investment Partners, LLC | 18,538 | $2.67M | 1.78% | +446+2.5% | Added |
| Zions Bancorporation, N.A. | 18,444 | $2.65M | 0.28% | −1,049−5.4% | Reduced |