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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.

Q4 2021 vs. Q3 2021

How the institutions holding Salesforce, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CRM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2,188362,356+204
Shares766.9M1.31M772.8M+7.23M (+0.9%)
Value$207.8B$354.9M$195.5B−$11.9B (−5.7%)

36 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (338)

Institutions that held Salesforce, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 338 by value.

Institutions new to CRM in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC857,065$217.8M0.24%
B. Metzler seel. Sohn & Co. AG653,913$166.8M2.17%
National Bank of Canada652,585$165.7M0.70%
Egerton Capital (UK) LLP595,319$151.3M0.71%
Mairs & Power Inc241,517$61.4M0.57%
Atalanta Sosnoff Capital, LLC233,076$59.2M1.28%
Clear Street LLC200,000$50.8M1.40%
Covea Finance196,898$50.0M4.38%
Murchinson Ltd.150,000$38.1M3.62%
Snowhook Capital Management LP140,658$35.7M7.99%
Yousif Capital Management, LLC139,056$35.3M0.37%
IFM Investors Pty Ltd128,207$32.6M0.60%
Connectus Wealth, LLC112,128$28.5M1.10%
CWM, LLC109,251$27.8M0.20%
Park Presidio Capital LLC83,830$21.3M2.04%
MMBG Investment Advisors Co.78,919$20.1M1.93%
NorthCrest Asset Manangement, LLC77,956$19.8M1.09%
Yarbrough Capital, LLC76,168$19.4M1.04%
Industrial Alliance Investment Management Inc.75,300$19.1M0.44%
Baader Bank INC74,507$18.9M1.49%
Unigestion Holding SA71,344$18.1M0.74%
Braun Stacey Associates Inc59,549$15.1M0.55%
Epoch Investment Partners, Inc.58,776$14.9M0.08%
TD Waterhouse Canada Inc.53,794$14.1M0.14%
LGT Group Foundation52,072$13.2M0.34%
AXS Investments LLC48,491$12.3M2.92%
Iyo Bank, Ltd.43,532$11.1M3.37%
China Universal Asset Management Co., Ltd.43,000$10.9M2.60%
PKO Investment Management Joint-Stock Co40,000$10.2M1.15%
HAP Trading, LLC39,530$10.0M0.70%
Private Capital Advisors, Inc.35,928$9.13M1.46%
Castleview Partners, LLC2,166,204$8.52M0.07%
Carroll Investors, Inc32,946$8.30M4.71%
Capital Fund Management S.A.32,434$8.24M0.21%
Goodman Advisory Group, LLC31,412$7.98M2.69%
Harbor Capital Advisors, Inc.30,866$7.84M2.86%
Paloma Partners Management Co30,413$7.73M0.25%
Community Trust & Investment Co29,072$7.39M0.57%
Jupiter Asset Management Ltd28,848$7.36M0.08%
Aigen Investment Management, LP24,833$6.42M0.39%
Axxcess Wealth Management, LLC22,794$5.79M0.44%
Once Capital Management, LLC20,800$5.29M4.95%
McBroom & Associates, LLC20,454$5.20M3.91%
Oliver Lagore Vanvalin Investment Group19,830$5.04M0.36%
SG3 Management, LLC19,000$4.83M0.49%
Generali Powszechne Towarzystwo Emerytalne18,683$4.75M4.53%
Icapital Wealth LLC18,681$4.75M1.84%
Lombard Odier Asset Management (Europe) Ltd18,257$4.64M0.21%
Tamar Securities, LLC17,336$4.41M1.30%
Surience Private Wealth LLC17,155$4.36M3.55%
Abeille Asset Management SA14,955$3.80M0.88%
Sender Co & Partners, Inc.14,659$3.73M2.38%
Perfromance Wealth Partners, LLC14,078$3.58M0.14%
Boardman Bay Capital Management LLC14,000$3.56M5.92%
Magnetar Financial LLC13,863$3.52M0.04%
Sowell Financial Services LLC13,710$3.48M0.20%
Stonegate Investment Group, LLC13,193$3.35M0.14%
Alterity Financial Group, LLC12,630$3.21M3.47%
Schechter Investment Advisors, LLC12,516$3.18M0.29%
Van Hulzen Asset Management, LLC12,270$3.14M0.34%
Westpark Management, LLC12,000$3.05M2.86%
Jabodon PT Co11,847$3.01M1.37%
Stevens Capital Management LP11,813$3.00M0.69%
Desjardins Global Asset Management Inc.11,740$2.98M0.26%
GDS Wealth Management11,647$2.96M0.66%
Wahed Invest LLC11,229$2.85M1.59%
Finer Wealth Management, Inc.11,055$2.81M2.33%
AMS Capital Ltda10,000$2.54M0.57%
Viridian Ria, LLC9,402$2.39M0.50%
EFG Asset Management (North America) Corp.9,392$2.39M0.31%
Resonate Capital, LLC9,304$2.36M2.06%
Quantum Private Wealth, LLC9,152$2.33M0.88%
Metis Global Partners, LLC8,691$2.21M0.61%
Wedmont Private Capital9,656$2.21M0.68%
Hiddenite Capital Partners LP8,150$2.07M2.50%
Elmwood Wealth Management, Inc.8,051$2.05M0.98%
Oak Harbor Wealth Partners, LLC7,725$1.96M0.68%
Forum Financial Management, LP7,660$1.95M0.10%
Peterson Wealth Services7,567$1.92M1.28%
Regatta Capital Group, LLC7,529$1.91M0.67%
Lloyd Park, LLC7,385$1.88M1.49%
MBB Public Markets I LLC7,373$1.87M0.04%
Commons Capital, LLC7,107$1.81M1.79%
Missouri Trust & Investment Co6,942$1.76M1.02%
Western Wealth Management, LLC6,834$1.74M0.17%
Alpine Global Management, LLC6,772$1.72M0.26%
Silicon Valley Community Foundation6,604$1.68M0.11%
Options Solutions, LLC6,331$1.61M1.46%
Helios Capital Management Pte. Ltd5,950$1.51M1.37%
Guerra Pan Advisors, LLC5,822$1.48M1.47%
Absolute Capital Management, LLC5,700$1.45M1.34%
Congress Wealth Management LLC5,666$1.44M0.03%
Ameritas Advisory Services, LLC5,651$1.44M0.05%
Herbst Group, LLC5,608$1.43M0.88%
Blodgett Wealth Advisors, LLC5,425$1.38M1.08%
Redmont Wealth Advisors LLC5,300$1.35M1.49%
KRS Capital Management, LLC5,283$1.34M1.15%
Byrne Asset Management LLC5,267$1.34M0.87%
Barden Capital Management, Inc.5,240$1.33M1.27%
Fortitude Advisory Group L.L.C.5,162$1.31M0.67%

Sold out (134)

Institutions that held Salesforce, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 134 by value.

Institutions that sold out of CRM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
GQG Partners LLC2,163,790$586.8M
Balyasny Asset Management LLC556,949$151.1M
Trivest Advisors Ltd459,000$124.5M
Honeycomb Asset Management LP350,000$94.9M
Senator Investment Group LP327,000$88.7M
AMP Capital Investors Ltd272,075$73.8M
Weiss Multi-Strategy Advisers LLC229,134$62.1M
Candlestick Capital Management LP203,204$55.1M
Falcon Edge Capital, LP169,103$45.9M
Shellback Capital, LP164,703$44.7M
Interval Partners, LP160,291$43.5M
UBS Oconnor LLC120,000$32.5M
LMR Partners LLP118,566$32.2M
Bloom Tree Partners, LLC99,013$26.9M
Caxton Associates LP77,218$20.9M
Cinctive Capital Management LP73,107$19.8M
MIK Capital, LP67,661$18.4M
Kettle Hill Capital Management, LLC65,189$17.7M
HRT Financial LP61,274$16.6M
Two Sigma Investments, LP60,607$16.4M
Crawford Lake Capital Management, LLC54,767$14.9M
Skye Global Management LP53,500$14.5M
Tairen Capital Ltd50,585$13.7M
Quantitative Investment Management, LLC50,147$13.6M
Achmea Investment Management B.V.47,309$12.8M
Stanley-Laman Group, Ltd.43,042$11.7M
Maytus Capital Management, LLC43,000$11.7M
Alyeska Investment Group, L.P.41,428$11.2M
Alight Capital Management LP40,000$10.8M
Picton Mahoney Asset Management38,500$10.4M
TIG Advisors, LLC33,499$9.09M
Zweig-DiMenna Associates LLC30,400$8.24M
ICONIQ Capital, LLC13,943$3.78M
FNY Investment Advisers, LLC13,293$3.60M
Lombard Odier Asset Management (USA) Corp12,645$3.43M
Tiger Management L.L.C.11,100$3.01M
Capital Impact Advisors, LLC10,517$2.85M
Quinn Opportunity Partners LLC8,449$2.29M
Maverick Capital LtdSuperinvestorMaverick Capital8,207$2.23M
Orin Green Financial, LLC8,047$2.18M
CMT Capital Markets Trading GmbH6,813$1.84M
Bridgewater Associates, LP6,734$1.83M
Sovarnum Capital L.P.6,500$1.76M
Alpha DNA Investment Management LLC6,412$1.74M
Budros, Ruhlin & Roe, Inc.5,858$1.59M
Anson Funds Management LP5,115$1.39M
B&D White Capital Company, LLC5,075$1.38M
Bronson Point Management LLC5,000$1.36M
RMR Wealth Builders4,973$1.35M
Donoghue Forlines LLC4,643$1.26M
Mirabella Financial Services LLP4,623$1.25M
University of Notre Dame du Lac4,611$1.25M
Parkside Investments, LLC4,395$1.19M
Gainplan LLC4,053$1.12M
Seven Eight Capital, LP3,681$998.0K
Ramiah Investment Group3,533$958.2K
Bayesian Capital Management, LP3,262$885.0K
Running Point Capital Advisors, LLC2,695$731.0K
Caas Capital Management LP2,476$672.0K
Global Retirement Partners, LLC2,459$667.0K
Sassicaia Capital Advisers LLC2,400$651.0K
Y-Intercept (Hong Kong) Ltd2,278$618.0K
Mason Capital Management LLC2,250$610.0K
Barometer Capital Management Inc.2,200$596.7K
55I, LLC2,029$550.0K
Stelac Advisory Services LLC1,978$536.0K
DeDora Capital, Inc.1,972$535.0K
Gsa Capital Partners LLP1,956$531.0K
First National Bank of Hutchinson1,923$522.0K
Bridgeway Capital Management, LLC1,900$515.0K
Markel Group Inc.SuperinvestorMarkel Group1,753$475.0K
Taylor, Cottrill, Erickson & Associates, Inc.1,712$464.0K
Interchange Capital Partners, LLC1,655$448.0K
Bingham Osborn & Scarborough LLC1,432$388.0K
Alpha Omega Group, Inc.1,402$380.0K
Botty Investors LLC1,346$365.0K
DRW Securities, LLC1,250$339.0K
MKD Wealth Coaches, LLC1,214$329.0K
DC Investments Management, LLC1,170$317.0K
Susquehanna International Group Ltd.1,091$296.0K
LVW Advisors, LLC1,082$293.0K
Accuvest Global Advisors1,059$287.0K
First Growth Investment Manager LP1,000$271.0K
Baldwin Investment Management, LLC973$264.0K
DT Investment Partners, LLC960$260.0K
Tuttle Tactical Management957$260.0K
UMA Financial Services, Inc.868$253.0K
Advus Financial Partners, LLC987$250.8K
Capital Advisors Inc911$247.0K
Stony Point Wealth Management Inc.880$239.0K
Cookson Peirce & Co Inc858$233.0K
Alpha Omega Wealth Management LLC845$229.0K
QCM Cayman, Ltd.835$226.0K
McLean Asset Management Corp759$224.0K
D'Orazio & Associates, Inc.799$217.0K
qPULA Trading Management LP800$217.0K
Capital Wealth Planning, LLC788$214.0K
Madrona Financial Services, LLC790$214.0K
Tfo-TDC, LLC790$214.0K
Clarity Financial LLC788$214.0K

Not filed for Q4 2021 yet (36)

Institutions that held Salesforce, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG619,624$168.0M
Marshall Wace North America L.P.248,895$67.5M
NorthCoast Asset Management LLC103,465$28.1M
Psagot Investment House Ltd.52,237$14.2M
Alexandria Capital, LLC39,768$10.8M
BBVA USA36,405$9.87M
Hexavest Inc.27,502$7.46M
HighPoint Advisor Group LLC21,235$5.76M
Coastal Investment Management, L.P.21,000$5.70M
Landsberg, Bennett, & Dubbaneh LLC20,551$5.66M
Green Harvest Asset Management LLC18,044$4.89M
World Asset Management Inc17,060$4.63M
Security National Trust Co17,055$4.17M
Ameritas Investment Company, LLC11,537$3.13M
Berman Capital Advisors, LLC7,082$1.92M
Derby & Company, Inc7,066$1.92M
Mid Atlantic Financial Management Inc6,355$1.72M
Rinet Co LLC4,880$1.32M
Professional Planning3,892$1.05M
BFT Financial Group, LLC3,667$995.0K
Homrich & Berg3,609$979.0K
Spotlight Asset Group, Inc.3,169$859.0K
Eudaimonia Partners, LLC2,380$646.0K
Sonora Investment Management, LLC1,936$525.0K
Cardan Capital Partners, LLC1,812$491.0K
Heritage Wealth Management, LLC1,726$468.0K
Arvest Bank Trust Division1,431$388.0K
Harbor Financial Services, LLC1,044$283.0K
Covenant Multifamily Offices, LLC1,028$279.0K
Granite Investment Advisors, LLC906$246.0K
Fma Advisory Inc819$222.0K
Newport Wealth Strategies, Inc.791$215.0K
Pacific Edge Advisors, LLC776$210.0K
Wealth Advisory Solutions, LLC756$205.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA410$111.2K
Wealth Quarterback LLC165$45.0K