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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 4,519 | $1.15M | 0.33% | +418+10.2% | Added |
| G&S Capital LLC | 4,522 | $1.15M | 0.57% | +1,042+29.9% | Added |
| Wolff Wiese Magana LLC | 4,527 | $1.15M | 0.74% | −38−0.8% | Reduced |
| Menard Financial Group LLC | 4,570 | $1.16M | 0.95% | +440+10.7% | Added |
| Financial Architects, Inc | 4,585 | $1.17M | 0.16% | −395−7.9% | Reduced |
| Amarillo National Bank | 4,586 | $1.17M | 0.23% | +173+3.9% | Added |
| Teamwork Financial Advisors, LLC | 4,605 | $1.17M | 0.21% | −14−0.3% | Reduced |
| Eads & Heald Wealth Management | 4,608 | $1.17M | 0.51% | +20+0.4% | Added |
| Plancorp, LLC | 4,612 | $1.17M | 0.07% | +3,689+399.7% | Added |
| Mount Yale Investment Advisors, LLC | 4,614 | $1.17M | 0.12% | +33+0.7% | Added |
| PSI Advisors, LLC | 4,628 | $1.18M | 0.48% | +70+1.5% | Added |
| Two Sigma Securities, LLC | 4,639 | $1.18M | 0.23% | +3,581+338.5% | Added |
| Riverview Capital Advisers, LLC | 4,645 | $1.18M | 0.53% | +4,645 | New |
| Buckingham Strategic Wealth, LLC | 4,670 | $1.19M | 0.02% | +486+11.6% | Added |
| Accretive Wealth Partners, LLC | 4,674 | $1.19M | 0.76% | +52+1.1% | Added |
| Tru Independence Asset Management 2, LLC | 4,695 | $1.19M | 0.63% | +1,776+60.8% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.19M | 0.42% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,701 | $1.20M | 0.31% | −3,904−45.4% | Reduced |
| First Manhattan Co | 4,718 | $1.20M | 0.00% | −773−14.1% | Reduced |
| Israel Discount Bank of New York | 4,719 | $1.20M | 0.74% | +934+24.7% | Added |
| Tolleson Wealth Management, Inc. | 4,730 | $1.20M | 0.32% | +4,730 | New |
| BSW Wealth Partners | 4,734 | $1.20M | 0.30% | +352+8.0% | Added |
| Koss-Olinger Consulting, LLC | 4,736 | $1.20M | 0.19% | +284+6.4% | Added |
| Stokes Family Office, LLC | 4,743 | $1.21M | 0.15% | −16−0.3% | Reduced |
| Capital Planning Advisors, LLC | 4,750 | $1.21M | 0.23% | −16−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,835 | $1.21M | 0.13% | −113−2.3% | Reduced |
| Gryphon Financial Partners LLC | 4,762 | $1.21M | 0.24% | −236−4.7% | Reduced |
| Headinvest, LLC | 4,765 | $1.21M | 0.21% | +168+3.7% | Added |
| Harbour Investments, Inc. | 4,787 | $1.22M | 0.07% | −2,923−37.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,790 | $1.22M | 0.10% | +1,445+43.2% | Added |
| Leelyn Smith, LLC | 4,796 | $1.22M | 0.33% | +327+7.3% | Added |
| GraniteShares Advisors LLC | 4,801 | $1.22M | 0.56% | +4,801 | New |
| Avantax Planning Partners, Inc. | 4,803 | $1.22M | 0.05% | +123+2.6% | Added |
| Evoke Wealth, LLC | 5,041 | $1.23M | 0.04% | +200+4.1% | Added |
| Brown Capital Management LLC | 4,827 | $1.23M | 0.01% | +769+19.0% | Added |
| Midwest Professional Planners, LTD. | 4,837 | $1.23M | 0.60% | +108+2.3% | Added |
| TLWM | 4,850 | $1.23M | 0.41% | +168+3.6% | Added |
| Modera Wealth Management, LLC | 4,849 | $1.23M | 0.05% | +2,748+130.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,861 | $1.24M | 0.48% | +260+5.7% | Added |
| NVWM, LLC | 4,871 | $1.24M | 0.39% | −915−15.8% | Reduced |
| Legacy Bridge, LLC | 4,879 | $1.24M | 0.65% | −105−2.1% | Reduced |
| New Century Advisors, LLC | 4,880 | $1.24M | 1.18% | +4,880 | New |
| Golden State Wealth Management, LLC | 4,884 | $1.24M | 0.21% | +1,236+33.9% | Added |
| Gamco Investors, Inc. Et Al | 4,920 | $1.25M | 0.01% | −82−1.6% | Reduced |
| Gladius Capital Management LP | 4,920 | $1.25M | 0.42% | +4,920 | New |
| Strategic Blueprint, LLC | 4,932 | $1.25M | 0.16% | +1,028+26.3% | Added |
| Quadrant Capital Group LLC | 4,956 | $1.26M | 0.15% | −139−2.7% | Reduced |
| Bryn Mawr Trust Co | 4,981 | $1.27M | 0.05% | −33−0.7% | Reduced |
| Greenline Partners, LLC | 4,995 | $1.27M | 0.24% | −20.0% | Reduced |
| Capital Investment Advisors, LLC | 5,000 | $1.27M | 0.04% | +270+5.7% | Added |
| CoreCap Advisors, LLC | 5,001 | $1.27M | 0.09% | +5,001 | New |
| Atom Investors LP | 5,008 | $1.27M | 0.35% | +1,850+58.6% | Added |
| Bond & Devick Financial Network, Inc. | 5,015 | $1.27M | 0.96% | −100−2.0% | Reduced |
| Nwam LLC | 5,041 | $1.28M | 0.10% | +488+10.7% | Added |
| Lee Capital Holdings LLC | 5,055 | $1.28M | 0.68% | −11,695−69.8% | Reduced |
| SPC Financial, Inc. | 5,078 | $1.29M | 0.14% | +3,939+345.8% | Added |
| DB Fitzpatrick & Co, Inc | 5,093 | $1.29M | 1.21% | +5,093 | New |
| Wambolt & Associates, LLC | 901,553 | $1.29M | 0.47% | +976+0.1% | Added |
| Tilia Fiduciary Partners, Inc. | 5,098 | $1.30M | 1.04% | +5,098 | New |
| Buffington Mohr McNeal | 5,108 | $1.30M | 0.22% | +582+12.9% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,113 | $1.30M | 0.76% | +5,113 | New |
| First Pacific Advisors, LP | 5,125 | $1.30M | 0.02% | −915−15.1% | Reduced |
| Next Century Growth Investors LLC | 5,142 | $1.31M | 0.12% | −3−0.1% | Reduced |
| Financial Advocates Investment Management | 5,139 | $1.31M | 0.09% | +557+12.2% | Added |
| Sound View Wealth Advisors Group, LLC | 5,154 | $1.31M | 0.25% | +674+15.0% | Added |
| Fortitude Advisory Group L.L.C. | 5,162 | $1.31M | 0.67% | +5,162 | New |
| StoneX Group Inc. | 5,212 | $1.32M | 0.15% | +563+12.1% | Added |
| Perennial Investment Advisors, LLC | 5,225 | $1.33M | 0.41% | +220+4.4% | Added |
| Landscape Capital Management, L.L.C. | 5,241 | $1.33M | 0.19% | +1,569+42.7% | Added |
| Barden Capital Management, Inc. | 5,240 | $1.33M | 1.27% | +5,240 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,248 | $1.33M | 0.07% | +184+3.6% | Added |
| Sky Investment Group LLC | 5,254 | $1.33M | 0.27% | −40−0.8% | Reduced |
| Curbstone Financial Management Corp | 5,256 | $1.34M | 0.24% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5,267 | $1.34M | 0.87% | +5,267 | New |
| KRS Capital Management, LLC | 5,283 | $1.34M | 1.15% | +5,283 | New |
| Redmont Wealth Advisors LLC | 5,300 | $1.35M | 1.49% | +5,300 | New |
| Graypoint LLC | 5,305 | $1.35M | 0.14% | +1,106+26.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,325 | $1.35M | 0.69% | +400+8.1% | Added |
| Alta Wealth Advisors LLC | 5,360 | $1.36M | 0.84% | +850+18.8% | Added |
| Summit Global Investments | 5,383 | $1.37M | 0.09% | +291+5.7% | Added |
| Redmond Asset Management, LLC | 5,385 | $1.37M | 0.38% | +463+9.4% | Added |
| 1st Source Bank | 5,386 | $1.37M | 0.08% | −188−3.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,397 | $1.37M | 0.08% | −211−3.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,422 | $1.38M | 0.41% | −20−0.4% | Reduced |
| Alaethes Wealth LLC | 5,428 | $1.38M | 0.87% | +21+0.4% | Added |
| Blodgett Wealth Advisors, LLC | 5,425 | $1.38M | 1.08% | +5,425 | New |
| Country Club Trust Company, n.a. | 5,426 | $1.39M | 0.11% | +818+17.8% | Added |
| Wealthsource Partners, LLC | 5,454 | $1.39M | 0.11% | +981+21.9% | Added |
| First United Bank Trust | 5,482 | $1.39M | 0.51% | +25+0.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,484 | $1.39M | 1.00% | −79−1.4% | Reduced |
| Bard Financial Services, Inc. | 5,485 | $1.39M | 0.11% | 00.0% | Unchanged |
| DCM Advisors, LLC | 5,514 | $1.40M | 0.41% | −783−12.4% | Reduced |
| BigSur Wealth Management LLC | 5,600 | $1.42M | 0.56% | 00.0% | Unchanged |
| Herbst Group, LLC | 5,608 | $1.43M | 0.88% | +5,608 | New |
| Rossmore Private Capital | 5,612 | $1.43M | 0.22% | +59+1.1% | Added |
| Kistler-Tiffany Companies, LLC | 5,644 | $1.43M | 0.28% | +745+15.2% | Added |
| Ameritas Advisory Services, LLC | 5,651 | $1.44M | 0.05% | +5,651 | New |
| Congress Wealth Management LLC | 5,666 | $1.44M | 0.03% | +5,666 | New |
| McDonald Partners LLC | 5,700 | $1.45M | 1.34% | +3,706+185.9% | Added |
| Absolute Capital Management, LLC | 5,700 | $1.45M | 1.34% | +5,700 | New |