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 |
|---|---|---|---|---|---|
| Roberts Wealth Advisors, LLC | 17,041 | $2.65M | 1.30% | +755+4.6% | Added |
| Park Avenue Securities LLC | 18,258 | $2.63M | 0.05% | +1,908+11.7% | Added |
| Venture Visionary Partners LLC | 18,251 | $2.63M | 0.21% | −4,571−20.0% | Reduced |
| Cohen Lawrence B | 18,170 | $2.61M | 2.01% | −600−3.2% | Reduced |
| Moody National Bank Trust Division | 18,173 | $2.61M | 0.27% | −71−0.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,113 | $2.60M | 1.79% | −17,523−49.2% | Reduced |
| Surevest, LLC | 18,098 | $2.60M | 0.71% | +1,404+8.4% | Added |
| Whalerock Point Partners, LLC | 18,013 | $2.59M | 1.14% | +785+4.6% | Added |
| Integrated Wealth Concepts LLC | 17,985 | $2.59M | 0.08% | −2,231−11.0% | Reduced |
| Fundamentun, LLC | 17,988 | $2.59M | 0.52% | −1,227−6.4% | Reduced |
| Metis Global Partners, LLC | 17,940 | $2.58M | 0.42% | +1,372+8.3% | Added |
| Bank of Nova Scotia Trust Co | 17,639 | $2.54M | 0.29% | +1,604+10.0% | Added |
| Thoroughbred Financial Services, LLC | 17,589 | $2.53M | 0.48% | −2,945−14.3% | Reduced |
| Lincoln National Corp | 17,557 | $2.52M | 0.06% | +194+1.1% | Added |
| Pendal Group Limited | 17,542 | $2.52M | 0.02% | +460+2.7% | Added |
| Proem Advisors LLC | 17,500 | $2.52M | 4.17% | +17,500 | New |
| Massmutual Trust Co FSB | 17,465 | $2.51M | 0.11% | +1,330+8.2% | Added |
| Cipher Capital LP | 17,417 | $2.50M | 0.41% | +12,910+286.4% | Added |
| Chapman Investment Management, LLC | 17,303 | $2.49M | 1.82% | +169+1.0% | Added |
| Elk River Wealth Management, LLC | 17,302 | $2.49M | 0.66% | +566+3.4% | Added |
| Symphony Financial, Ltd. Co. | 16,950 | $2.49M | 0.81% | +19+0.1% | Added |
| LGT Group Foundation | 17,286 | $2.48M | 0.10% | −10,468−37.7% | Reduced |
| Veritable, L.P. | 17,243 | $2.48M | 0.05% | −1,855−9.7% | Reduced |
| Hohimer Wealth Management, LLC | 17,131 | $2.46M | 0.79% | +223+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,086 | $2.46M | 0.25% | +10,547+161.3% | Added |
| Capstone Investment Advisors, LLC | 17,050 | $2.45M | 0.05% | −42,234−71.2% | Reduced |
| KMG Fiduciary Partners, LLC | 17,021 | $2.45M | 0.47% | −264−1.5% | Reduced |
| Dana Investment Advisors, Inc. | 16,997 | $2.44M | 0.14% | −134−0.8% | Reduced |
| TD Private Client Wealth LLC | 16,993 | $2.44M | 0.12% | +447+2.7% | Added |
| DuPont Capital Management Corp | 16,991 | $2.44M | 0.15% | −9,764−36.5% | Reduced |
| Blueshift Asset Management, LLC | 16,986 | $2.44M | 0.52% | +14,803+678.1% | Added |
| Transcend Wealth Collective, LLC | 16,919 | $2.43M | 0.27% | +244+1.5% | Added |
| J.W. Cole Advisors, Inc. | 16,912 | $2.43M | 0.20% | +662+4.1% | Added |
| Centaurus Financial, Inc. | 16,897 | $2.43M | 0.24% | +712+4.4% | Added |
| High Note Wealth, LLC | 15,180 | $2.42M | 0.97% | −480−3.1% | Reduced |
| Belpointe Asset Management LLC | 16,779 | $2.41M | 0.16% | −768−4.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 16,758 | $2.41M | 0.04% | −19,063−53.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,698 | $2.40M | 0.01% | +1,132+7.3% | Added |
| Capital Wealth Planning, LLC | 16,692 | $2.40M | 0.04% | +16,692 | New |
| Kemnay Advisory Services Inc. | 16,619 | $2.39M | 0.77% | −11,160−40.2% | Reduced |
| Linscomb & Williams, Inc. | 16,615 | $2.39M | 0.15% | +446+2.8% | Added |
| Hills Bank & Trust Co | 16,609 | $2.39M | 0.35% | +706+4.4% | Added |
| Deltec Asset Management LLC | 16,600 | $2.39M | 0.59% | +300+1.8% | Added |
| Pegasus Asset Management, Inc. | 16,439 | $2.37M | 1.34% | −37−0.2% | Reduced |
| Argent Trust Co | 16,393 | $2.36M | 0.17% | +265+1.6% | Added |
| Telemus Capital, LLC | 16,198 | $2.33M | 0.24% | +749+4.8% | Added |
| Cypress Capital Group | 16,170 | $2.33M | 0.39% | −1,645−9.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,052 | $2.31M | 0.05% | +2,080+14.9% | Added |
| Clearstead Advisors, LLC | 16,033 | $2.31M | 0.21% | −1,350−7.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.30M | 0.78% | 00.0% | Unchanged |
| Invst, LLC | 15,746 | $2.29M | 0.39% | +102+0.7% | Added |
| Brookfield Asset Management Inc. | 15,931 | $2.29M | 0.01% | −20,383−56.1% | Reduced |
| Private Wealth Partners, LLC | 15,925 | $2.29M | 0.29% | +192+1.2% | Added |
| Advisors Asset Management, Inc. | 15,915 | $2.29M | 0.05% | −1,916−10.7% | Reduced |
| Trust Co of Toledo NA | 15,806 | $2.27M | 0.44% | −927−5.5% | Reduced |
| Power Corp of Canada | 15,700 | $2.26M | 0.34% | +2,368+17.8% | Added |
| American Portfolios Advisors | 15,685 | $2.26M | 0.10% | −44−0.3% | Reduced |
| Quilter Plc | 15,625 | $2.25M | 0.08% | −302−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $2.25M | 0.14% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 15,591 | $2.24M | 1.29% | −50.0% | Reduced |
| Arlington Financial Advisors, LLC | 15,546 | $2.24M | 1.14% | −440−2.8% | Reduced |
| Cabot Wealth Management Inc | 15,474 | $2.23M | 0.38% | −1,494−8.8% | Reduced |
| NBT Bank N A | 15,478 | $2.23M | 0.36% | +202+1.3% | Added |
| CAPROCK Group, Inc. | 15,454 | $2.22M | 0.21% | −300−1.9% | Reduced |
| Scholtz & Company, LLC | 14,015 | $2.21M | 1.58% | −12,536−47.2% | Reduced |
| WD Rutherford LLC | 15,321 | $2.20M | 1.77% | −250−1.6% | Reduced |
| SFMG, LLC | 15,459 | $2.20M | 0.26% | +2,486+19.2% | Added |
| Geneos Wealth Management Inc. | 15,257 | $2.19M | 0.15% | +13,861+992.9% | Added |
| Veriti Management LLC | 15,229 | $2.19M | 0.32% | −1,289−7.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 14,760 | $2.18M | 0.05% | +7,403+100.6% | Added |
| Sompo Asset Management Co., Ltd. | 15,140 | $2.18M | 0.55% | +2,730+22.0% | Added |
| Mark Stevens | 15,040 | $2.16M | 0.30% | −1,154−7.1% | Reduced |
| PFS Investments Inc. | 15,001 | $2.16M | 0.05% | +1,103+7.9% | Added |
| Clarius Group, LLC | 14,995 | $2.16M | 0.22% | +271+1.8% | Added |
| Timber Creek Capital Management LLC | 14,970 | $2.15M | 0.85% | +14,970 | New |
| Laurel Wealth Advisors LLC | 14,882 | $2.14M | 0.54% | −12−0.1% | Reduced |
| Hixon Zuercher, LLC | 14,871 | $2.14M | 1.37% | +762+5.4% | Added |
| Nixon Peabody Trust Co | 14,838 | $2.13M | 1.81% | −11,515−43.7% | Reduced |
| Sumitomo Life Insurance Co | 14,779 | $2.13M | 0.09% | −1,839−11.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,783 | $2.13M | 1.61% | +650+4.6% | Added |
| Citizens Business Bank | 14,743 | $2.12M | 0.52% | −446−2.9% | Reduced |
| We Are One Seven, LLC | 7,812 | $2.12M | 0.20% | −48−0.6% | Reduced |
| Prelude Capital Management, LLC | 14,664 | $2.11M | 0.11% | +3,627+32.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,351 | $2.06M | 0.18% | −258−1.8% | Reduced |
| Sunbelt Securities, Inc. | 14,352 | $2.06M | 0.44% | +3,216+28.9% | Added |
| Wellington Shields Capital Management, LLC | 71,473 | $2.06M | 0.49% | −17,265−19.5% | Reduced |
| Dynamic Advisor Solutions LLC | 14,329 | $2.06M | 0.16% | +913+6.8% | Added |
| Connolly Sarah T. | 14,287 | $2.06M | 1.51% | −371−2.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 14,284 | $2.05M | 1.63% | +115+0.8% | Added |
| SeaBridge Investment Advisors LLC | 14,150 | $2.04M | 0.71% | +356+2.6% | Added |
| Vickerman Investment Advisors, Inc. | 14,096 | $2.03M | 0.98% | +2,254+19.0% | Added |
| Independence Bank of Kentucky | 14,051 | $2.02M | 1.00% | +1,321+10.4% | Added |
| First Nebraska Trust Co | 14,019 | $2.02M | 0.29% | +6,289+81.4% | Added |
| Canal Capital Management, LLC | 13,937 | $2.00M | 0.59% | +2,743+24.5% | Added |
| Winch Advisory Services, LLC | 13,883 | $2.00M | 0.86% | −270−1.9% | Reduced |
| Brown Brothers Harriman & Co | 13,861 | $1.99M | 0.02% | +6,740+94.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,731 | $1.97M | 0.16% | −19−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,684 | $1.97M | 0.11% | −2,259−14.2% | Reduced |
| Apollon Wealth Management, LLC | 13,679 | $1.97M | 0.16% | −283−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,666 | $1.97M | 0.50% | −7,216−34.6% | Reduced |