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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 3,637 | $924.0K | 0.07% | +273+8.1% | Added |
| Valley Brook Capital Group | 3,644 | $926.0K | 0.80% | +307+9.2% | Added |
| Symphony Financial, Ltd. Co. | 3,629 | $926.0K | 0.26% | +2,015+124.8% | Added |
| Vienna Asset Management LLC | 3,647 | $927.0K | 0.84% | +3,647 | New |
| Campbell & CO Investment Adviser LLC | 3,650 | $928.0K | 0.32% | +200+5.8% | Added |
| Juncture Wealth Strategies, LLC | 3,650 | $928.0K | 0.44% | +216+6.3% | Added |
| Balentine LLC | 3,660 | $930.0K | 0.03% | +958+35.5% | Added |
| Octavia Wealth Advisors, LLC | 3,669 | $932.0K | 0.20% | +673+22.5% | Added |
| Jaffetilchin Investment Partners, LLC | 3,684 | $936.0K | 0.09% | −315−7.9% | Reduced |
| Colonial River Wealth Management, LLC | 3,699 | $940.0K | 0.51% | −4,077−52.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,732 | $948.0K | 0.44% | +67+1.8% | Added |
| Encompass Wealth Advisors, LLC | 3,767 | $957.0K | 0.23% | +10.0% | Added |
| Concorde Asset Management, LLC | 3,764 | $957.0K | 0.59% | +34+0.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,777 | $959.0K | 0.08% | +3,710+5,537.3% | Added |
| Mayflower Financial Advisors, LLC | 3,794 | $964.0K | 0.13% | +46+1.2% | Added |
| Kraematon Investment Advisors, Inc | 3,801 | $966.0K | 0.87% | +3,801 | New |
| Chemung Canal Trust Co | 3,809 | $968.0K | 0.17% | −36−0.9% | Reduced |
| Founders Financial Securities LLC | 3,811 | $968.0K | 0.17% | +206+5.7% | Added |
| Brown Advisory Securities, LLC | 3,813 | $970.0K | 0.41% | −150−3.8% | Reduced |
| Quantinno Capital Management LP | 3,822 | $971.0K | 0.18% | +2,570+205.3% | Added |
| USA Financial Portformulas Corp | 3,850 | $978.0K | 0.84% | +3,846+96,150.0% | Added |
| Dohj, LLC | 3,858 | $980.0K | 0.44% | −114−2.9% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,868 | $983.0K | 0.67% | −91−2.3% | Reduced |
| Morse Asset Management, Inc | 3,875 | $985.0K | 0.22% | −360−8.5% | Reduced |
| Highlander Capital Management, LLC | 3,882 | $987.0K | 0.46% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,886 | $988.0K | 0.07% | +1,043+36.7% | Added |
| Tectonic Advisors LLC | 3,893 | $990.0K | 0.18% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,901 | $991.4K | 0.26% | +366+10.4% | Added |
| One Capital Management, LLC | 3,915 | $994.0K | 0.08% | +1,208+44.6% | Added |
| Meadow Creek Wealth Advisors LLC | 3,918 | $996.0K | 0.94% | +3,918 | New |
| Resources Investment Advisors, LLC. | 3,924 | $997.0K | 0.04% | +201+5.4% | Added |
| Covenant Partners, LLC | 3,928 | $998.0K | 0.37% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,945 | $1.00M | 0.54% | +230+6.2% | Added |
| Whitener Capital Management, Inc. | 3,956 | $1.00M | 0.36% | +1,191+43.1% | Added |
| Riverview Trust Co | 3,969 | $1.01M | 0.59% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 4,354 | $1.01M | 0.31% | −25−0.6% | Reduced |
| Allworth Financial LP | 3,983 | $1.01M | 0.01% | +201+5.3% | Added |
| Western Pacific Wealth Management, LP | 3,990 | $1.01M | 0.65% | +3,990 | New |
| Advisors Capital Management, LLC | 3,993 | $1.01M | 0.03% | +2,073+108.0% | Added |
| Ardsley Advisory Partners LP | 4,000 | $1.02M | 0.24% | −1,000−20.0% | Reduced |
| Lyon Street Capital, LLC | 4,000 | $1.02M | 1.01% | +4,000 | New |
| MUFG Americas Holdings Corp | 4,006 | $1.02M | 0.02% | +598+17.5% | Added |
| Hilltop Holdings Inc. | 4,007 | $1.02M | 0.11% | +1,109+38.3% | Added |
| Occidental Asset Management, LLC | 4,035 | $1.02M | 0.24% | +1,165+40.6% | Added |
| Merit Financial Group, LLC | 4,047 | $1.03M | 0.10% | +267+7.1% | Added |
| Cadinha & Co LLC | 4,050 | $1.03M | 0.14% | −3,620−47.2% | Reduced |
| Allred Capital Management, LLC | 4,051 | $1.03M | 0.50% | −201−4.7% | Reduced |
| AlphaStar Capital Management, LLC | 4,462 | $1.03M | 0.08% | +1,037+30.3% | Added |
| Haverford Trust Co | 4,064 | $1.03M | 0.01% | +126+3.2% | Added |
| Harfst & Associates, Inc. | 4,065 | $1.03M | 0.26% | +375+10.2% | Added |
| Taylor Wealth Management Partners | 4,063 | $1.03M | 0.36% | +381+10.3% | Added |
| Integrated Advisors Network LLC | 4,068 | $1.03M | 0.06% | −3,365−45.3% | Reduced |
| Principle Wealth Partners LLC | 4,087 | $1.04M | 0.11% | +154+3.9% | Added |
| Argent Advisors, Inc. | 4,091 | $1.04M | 0.56% | −76−1.8% | Reduced |
| Hellman Jordan Management Co Inc | 4,093 | $1.04M | 1.25% | +1,500+57.8% | Added |
| Parametrica Management Ltd | 4,105 | $1.04M | 1.04% | +4,105 | New |
| Essex Financial Services, Inc. | 4,110 | $1.04M | 0.10% | −185−4.3% | Reduced |
| Fairfield, Bush & Co. | 4,111 | $1.04M | 0.50% | +553+15.5% | Added |
| Essex Savings Bank | 4,126 | $1.05M | 0.36% | +140+3.5% | Added |
| Magnolia Capital Advisors LLC | 4,128 | $1.05M | 0.31% | +42+1.0% | Added |
| Compass Financial Advisors LLC | 4,127 | $1.05M | 1.16% | +4,127 | New |
| Sage Rhino Capital LLC | 4,136 | $1.05M | 0.29% | +59+1.4% | Added |
| BIT Capital GmbH | 4,136 | $1.05M | 0.08% | −44,632−91.5% | Reduced |
| Jump Financial, LLC | 4,159 | $1.06M | 0.07% | −2,841−40.6% | Reduced |
| Smith, Salley & Associates | 4,160 | $1.06M | 0.07% | −162−3.7% | Reduced |
| Centric Wealth Management | 4,167 | $1.06M | 0.35% | +18+0.4% | Added |
| AMG National Trust Bank | 4,171 | $1.06M | 0.03% | −240−5.4% | Reduced |
| HM Payson & Co | 4,174 | $1.06M | 0.02% | −100−2.3% | Reduced |
| Buckley Wealth Management, LLC | 4,199 | $1.07M | 0.31% | +382+10.0% | Added |
| Paradigm Financial Partners, LLC | 4,238 | $1.08M | 0.23% | −37−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 4,242 | $1.08M | 0.07% | +2,594+157.4% | Added |
| TKG Advisors, LLC | 4,243 | $1.08M | 0.85% | +4,243 | New |
| Shorepoint Capital Partners LLC | 4,250 | $1.08M | 0.44% | +103+2.5% | Added |
| Oak Ridge Investments LLC | 4,252 | $1.08M | 0.09% | −35,872−89.4% | Reduced |
| Rehmann Capital Advisory Group | 4,256 | $1.08M | 0.10% | +60+1.4% | Added |
| Symmetry Partners, LLC | 4,287 | $1.09M | 0.07% | −173−3.9% | Reduced |
| Montag A & Associates Inc | 4,293 | $1.09M | 0.05% | +335+8.5% | Added |
| Dynamic Technology Lab Private Ltd | 4,308 | $1.09M | 0.12% | +4,308 | New |
| Legal Advantage Investments, Inc. | 4,330 | $1.10M | 0.75% | −50−1.1% | Reduced |
| Rathbone Brothers plc | 4,330 | $1.10M | 0.01% | +38+0.9% | Added |
| Edge Capital Group, LLC | 4,347 | $1.10M | 0.08% | +640+17.3% | Added |
| Wintrust Investments LLC | 4,363 | $1.11M | 0.11% | −400−8.4% | Reduced |
| Donaldson Capital Management, LLC | 4,366 | $1.11M | 0.05% | +1,282+41.6% | Added |
| Great Diamond Partners, LLC | 4,375 | $1.11M | 0.29% | +165+3.9% | Added |
| Vista Private Wealth Partners. LLC | 4,366 | $1.11M | 0.43% | −547−11.1% | Reduced |
| Finivi Inc. | 4,383 | $1.11M | 1.18% | +4,383 | New |
| 9258 Wealth Management, LLC | 4,387 | $1.11M | 0.26% | +764+21.1% | Added |
| Point72 Hong Kong Ltd | 4,390 | $1.12M | 0.09% | −40,610−90.2% | Reduced |
| HB Wealth Management, LLC | 4,399 | $1.12M | 0.02% | +4,399 | New |
| Stock Yards Bank & Trust Co | 4,420 | $1.12M | 0.06% | +4,420 | New |
| Brown, Lisle/Cummings, Inc. | 4,425 | $1.12M | 0.56% | +4,425 | New |
| FLC Capital Advisors | 4,427 | $1.13M | 0.31% | −327−6.9% | Reduced |
| Tranquility Partners, LLC | 4,447 | $1.13M | 0.52% | +59+1.3% | Added |
| Fort Point Capital Partners LLC | 4,464 | $1.13M | 0.16% | +163+3.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,467 | $1.14M | 0.34% | −63−1.4% | Reduced |
| Chicago Trust Co NA | 4,484 | $1.14M | 0.23% | −15−0.3% | Reduced |
| Quest Capital Management Inc | 4,486 | $1.14M | 0.20% | +181+4.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,451 | $1.14M | 0.08% | +3,951+790.2% | Added |
| Consilium Wealth Advisory, LLC | 4,495 | $1.14M | 0.74% | +4,495 | New |
| Sargent Investment Group, LLC | 4,515 | $1.15M | 0.26% | +215+5.0% | Added |