Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q4 2021

Institutional positions in Salesforce, Inc. as of Dec 31, 2021. 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: 2,356; +205 vs. Q3 2021
Shares held: 772.8M; +7.23M (+0.9%) vs. Q3 2021
Total value: $195.5B; −$11.9B (−5.7%) vs. Q3 2021
New holders: 338; 1,094 more added
Sold out: 133; 691 more reduced

37 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 2,356 institutions

Value heldQ4 2021: $195.5B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q4 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2021.

Institutions holding CRM in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Insight Financial Services	3	$0	0.00%	+3	New
Henrickson Nauta Wealth Advisors, Inc.	2	$0	0.00%	+2	New
Annapolis Financial Services, LLC	5	$1.00K	0.00%	00.0%	Unchanged
William Allan, LLC	5	$1.00K	0.00%	+5	New
Karlinski Andrew C	5	$1.00K	0.00%	+5	New
IronBridge Private Wealth, LLC	7	$2.00K	0.00%	00.0%	Unchanged
Aquire Wealth Advisors, LLC	7	$2.00K	0.00%	+7	New
RE Dickinson Investment Advisors, LLC	8	$2.00K	0.00%	+8	New
Disciplined Investments, LLC	10	$3.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	12	$3.00K	0.00%	+12	New
Steward Financial Group LLC	12	$3.00K	0.00%	+12	New
FSC Wealth Advisors, LLC	10	$3.00K	0.00%	+10	New
Macroview Investment Management LLC	17	$4.00K	0.01%	−34−66.7%	Reduced
James Investment Research Inc	17	$4.00K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	15	$4.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	20	$5.00K	0.00%	00.0%	Unchanged
Sageworth Trust Co	20	$5.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$5.00K	0.00%	00.0%	Unchanged
Lake Point Wealth Management	20	$5.00K	0.00%	00.0%	Unchanged
Interactive Financial Advisors	20	$5.00K	0.00%	+20	New
Econ Financial Services Corp	21	$5.00K	0.00%	+21	New
Rinkey Investments	25	$5.00K	0.00%	+25	New
Global Financial Private Client, LLC	23	$5.84K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	24	$6.00K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	24	$6.00K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	22	$6.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	25	$6.00K	0.00%	+20+400.0%	Added
Core Wealth Advisors, Inc.	25	$6.00K	0.00%	+25	New
Schubert & Co	22	$6.00K	0.01%	+22	New
Ranger Investment Management, L.P.	28	$7.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	28	$7.00K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$7.00K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	33	$8.00K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	30	$8.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	32	$8.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	31	$8.00K	0.00%	+10+47.6%	Added
Cranbrook Wealth Management, LLC	36	$9.00K	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	34	$9.00K	0.00%	00.0%	Unchanged
American Research & Management Co.	40	$10.0K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	48	$12.0K	0.00%	+15+45.5%	Added
Ahl Investment Management, Inc.	48	$12.0K	0.01%	+48	New
Tucker Asset Management LLC	48	$12.3K	0.00%	−36−42.9%	Reduced
United Community Bank	50	$12.7K	0.01%	+50	New
Stephens Consulting, LLC	51	$13.0K	0.01%	+51	New
PrairieView Partners, LLC	50	$13.0K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	50	$13.0K	0.01%	+50	New
Ulland Investment Advisors, LLC	50	$13.0K	0.01%	+50	New
TD Capital Management LLC	55	$14.0K	0.00%	00.0%	Unchanged
Park Circle Co	54	$14.0K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	60	$15.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	60	$15.0K	0.02%	00.0%	Unchanged
Advanced Research Investment Solutions, LLC	60	$15.0K	0.01%	+60	New
Widmann Financial Services, Inc.	60	$15.0K	0.01%	+60	New
Raleigh Capital Management Inc.	62	$16.0K	0.02%	+62	New
Old Second National Bank of Aurora	77	$17.0K	0.01%	−155−66.8%	Reduced
AlphaMark Advisors, LLC	68	$17.0K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	70	$17.8K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	73	$19.0K	0.00%	+73	New
Addison Advisors LLC	74	$19.0K	0.01%	+74	New
Avondale Wealth Management	80	$20.0K	0.02%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	80	$20.0K	0.02%	+80	New
Kelly Financial Services LLC	79	$20.1K	0.01%	+14+21.5%	Added
First National Bank of South Miami	86	$22.0K	0.01%	00.0%	Unchanged
Operose Advisors LLC	85	$22.0K	0.02%	+85	New
Stuart Chaussee & Associates, Inc.	91	$23.0K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	89	$23.0K	0.01%	00.0%	Unchanged
Lee Financial Co	88	$23.0K	0.00%	+37+72.5%	Added
Rather & Kittrell, Inc.	91	$23.0K	0.02%	+91	New
Crescent Capital Consulting, LLC	92	$24.0K	0.00%	00.0%	Unchanged
Private Ocean, LLC	97	$25.0K	0.00%	−24−19.8%	Reduced
Dividend Assets Capital, LLC	100	$25.0K	0.00%	00.0%	Unchanged
Resolute Partners Group	103	$26.0K	0.00%	−228−68.9%	Reduced
Financial Management Professionals, Inc.	103	$26.0K	0.01%	+2+2.0%	Added
Vectors Research Management, LLC	103	$26.0K	0.01%	+58+128.9%	Added
Dark Forest Capital Management LP	101	$26.0K	0.01%	+101	New
Twin Lakes Capital Management, LLC	108	$27.0K	0.01%	00.0%	Unchanged
Retirement Planning Co of New England, Inc.	108	$27.0K	0.01%	+108	New
Carmichael Hill & Associates, Inc.	110	$28.0K	0.01%	−56−33.7%	Reduced
Retirement Group, LLC	110	$28.0K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	111	$28.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	110	$28.0K	0.02%	00.0%	Unchanged
Disciplina Capital Management LLC	114	$29.0K	0.01%	+114	New
HBC Financial Services, PLLC	115	$29.0K	0.02%	−90−43.9%	Reduced
Old North State Trust, LLC	114	$29.0K	0.02%	00.0%	Unchanged
MBM Wealth Consultants, LLC	118	$30.0K	0.01%	00.0%	Unchanged
First PREMIER Bank	130	$33.0K	0.01%	00.0%	Unchanged
John W. Brooker & Co., CPAs	129	$33.0K	0.02%	00.0%	Unchanged
Financial Enhancement Group LLC	131	$33.0K	0.01%	+112+589.5%	Added
First Personal Financial Services	132	$34.0K	0.01%	00.0%	Unchanged
Northwest Investment Counselors, LLC	139	$35.0K	0.01%	+139	New
Costello Asset Management, INC	143	$36.0K	0.02%	−11−7.1%	Reduced
First Bank & Trust	141	$36.0K	0.02%	+11+8.5%	Added
Raffa Wealth Management, LLC	159	$40.4K	0.01%	+10+6.7%	Added
Duncker Streett & Co Inc	163	$41.0K	0.01%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	165	$41.9K	0.02%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	167	$42.0K	0.04%	+167	New
Trust Co	171	$43.0K	0.01%	00.0%	Unchanged
McCarthy Asset Management, Inc.	171	$43.0K	0.03%	00.0%	Unchanged
SJS Investment Consulting Inc.	168	$43.0K	0.01%	+168	New
Column Capital Advisors, LLC	174	$44.0K	0.01%	−1−0.6%	Reduced