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
- +204 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
- 134
- 691 more reduced
36 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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 5,702 | $1.45M | 0.23% | +2,187+62.2% | Added |
| Inscription Capital, LLC | 5,708 | $1.45M | 0.40% | −585−9.3% | Reduced |
| Heritage Trust Co | 5,728 | $1.46M | 0.19% | −66−1.1% | Reduced |
| Davidson Capital Management Inc. | 5,728 | $1.46M | 0.80% | +187+3.4% | Added |
| Capital Management Associates | 5,735 | $1.46M | 1.43% | −1,085−15.9% | Reduced |
| Sanders Morris Harris LLC | 5,761 | $1.47M | 0.25% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,351 | $1.47M | 0.13% | −958−13.1% | Reduced |
| Brown Brothers Harriman & Co | 5,779 | $1.47M | 0.01% | +236+4.3% | Added |
| Norway Savings Bank | 5,787 | $1.47M | 0.64% | +105+1.8% | Added |
| EPIQ Capital Group, LLC | 5,793 | $1.47M | 0.26% | −1,139−16.4% | Reduced |
| Optas, LLC | 5,791 | $1.47M | 0.42% | +14+0.2% | Added |
| Change Path, LLC | 5,808 | $1.48M | 0.07% | +1,101+23.4% | Added |
| Mainstay Capital Management LLC | 5,820 | $1.48M | 0.45% | −1,788−23.5% | Reduced |
| Guerra Pan Advisors, LLC | 5,822 | $1.48M | 1.47% | +5,822 | New |
| Eastern Bank | 5,841 | $1.48M | 0.06% | −26−0.4% | Reduced |
| Arkadios Wealth Advisors | 5,840 | $1.48M | 0.20% | +194+3.4% | Added |
| WT Wealth Management | 5,853 | $1.49M | 0.55% | −334−5.4% | Reduced |
| Wakefield Asset Management LLLP | 5,855 | $1.49M | 0.51% | +143+2.5% | Added |
| Canton Hathaway, LLC | 5,864 | $1.49M | 0.40% | +4,390+297.8% | Added |
| Dakota Wealth Management | 5,896 | $1.50M | 0.16% | −5,579−48.6% | Reduced |
| Intrua Financial, LLC | 5,934 | $1.51M | 0.27% | −117−1.9% | Reduced |
| Helios Capital Management Pte. Ltd | 5,950 | $1.51M | 1.37% | +5,950 | New |
| Central Bank & Trust Co | 5,953 | $1.51M | 0.23% | −72−1.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,985 | $1.52M | 0.88% | +5+0.1% | Added |
| Lindbrook Capital, LLC | 5,992 | $1.52M | 0.23% | +2,397+66.7% | Added |
| Wealth Alliance | 6,030 | $1.53M | 0.31% | +246+4.3% | Added |
| Ashton Thomas Private Wealth, LLC | 6,044 | $1.54M | 0.15% | +462+8.3% | Added |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.54M | 0.50% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,048 | $1.54M | 0.06% | −28−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,068 | $1.54M | 0.31% | +1,128+22.8% | Added |
| Cribstone Capital Management, LLC | 6,141 | $1.56M | 0.87% | +114+1.9% | Added |
| Blue Square Asset Management, LLC | 6,145 | $1.56M | 0.97% | +23+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 6,162 | $1.57M | 0.33% | +801+14.9% | Added |
| Orion Capital Management LLC | 6,226 | $1.58M | 0.90% | +30+0.5% | Added |
| Wealth Management Partners, LLC | 6,000 | $1.59M | 1.09% | +15+0.3% | Added |
| Clear Harbor Asset Management, LLC | 6,258 | $1.59M | 0.17% | −5−0.1% | Reduced |
| M&R Capital Management Inc | 6,298 | $1.60M | 0.33% | +1,000+18.9% | Added |
| Options Solutions, LLC | 6,331 | $1.61M | 1.46% | +6,331 | New |
| Prelude Capital Management, LLC | 6,345 | $1.61M | 0.08% | +52+0.8% | Added |
| Columbia Trust Co 01012016 | 5,948 | $1.61M | 0.85% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 6,380 | $1.62M | 2.38% | +510+8.7% | Added |
| Capstone Investment Advisors, LLC | 6,424 | $1.63M | 0.03% | −8,427−56.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,451 | $1.64M | 0.40% | +289+4.7% | Added |
| CX Institutional | 6,448 | $1.64M | 0.13% | +4,945+329.0% | Added |
| Hyman Charles D | 6,471 | $1.64M | 0.10% | 00.0% | Unchanged |
| Albion Financial Group | 6,469 | $1.64M | 0.13% | +79+1.2% | Added |
| Proequities, Inc. | 6,470 | $1.64M | 0.09% | +493+8.2% | Added |
| Teza Capital Management LLC | 6,493 | $1.65M | 0.44% | −2,589−28.5% | Reduced |
| Barrett Asset Management, LLC | 6,498 | $1.65M | 0.06% | +561+9.4% | Added |
| HBK Sorce Advisory LLC | 6,500 | $1.65M | 0.08% | +295+4.8% | Added |
| Atlas Brown,Inc. | 6,514 | $1.66M | 0.64% | +294+4.7% | Added |
| Bienville Capital Management, LLC | 6,520 | $1.66M | 1.20% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 6,523 | $1.66M | 0.08% | −13,537−67.5% | Reduced |
| Karani Asset Management LLC | 6,524 | $1.66M | 0.82% | −548−7.7% | Reduced |
| Bailard, Inc. | 6,552 | $1.67M | 0.05% | +200+3.1% | Added |
| MidWestOne Financial Group, Inc. | 6,557 | $1.67M | 0.35% | +22+0.3% | Added |
| Abbot Financial Management, Inc. | 6,561 | $1.67M | 0.74% | +61+0.9% | Added |
| Silicon Valley Community Foundation | 6,604 | $1.68M | 0.11% | +6,604 | New |
| Norris Financial Group, LLC | 6,636 | $1.69M | 1.02% | +3,054+85.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,660 | $1.69M | 0.13% | +240+3.7% | Added |
| Voya Financial Advisors, Inc. | 6,637 | $1.70M | 0.19% | +339+5.4% | Added |
| Bangor Savings Bank | 6,680 | $1.70M | 0.16% | +99+1.5% | Added |
| Engine No. 1 LLC | 6,711 | $1.71M | 0.35% | +1,477+28.2% | Added |
| Element Pointe Advisors, LLC | 6,732 | $1.71M | 0.53% | +242+3.7% | Added |
| Canvas Wealth Advisors, LLC | 6,747 | $1.72M | 0.62% | +551+8.9% | Added |
| Alpine Global Management, LLC | 6,772 | $1.72M | 0.26% | +6,772 | New |
| Bluestein R H & Co | 6,787 | $1.73M | 0.06% | −194−2.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,838 | $1.74M | 0.41% | +665+10.8% | Added |
| BOK Financial Private Wealth, Inc. | 6,843 | $1.74M | 0.12% | +334+5.1% | Added |
| Nikulski Financial, Inc. | 6,860 | $1.74M | 0.73% | +640+10.3% | Added |
| Western Wealth Management, LLC | 6,834 | $1.74M | 0.17% | +6,834 | New |
| Ritholtz Wealth Management | 6,887 | $1.75M | 0.11% | +599+9.5% | Added |
| WealthShield Partners, LLC | 6,885 | $1.75M | 0.29% | +790+13.0% | Added |
| Pennsylvania Capital Management Inc | 6,889 | $1.75M | 0.60% | +262+4.0% | Added |
| Moseley Investment Management Inc | 6,902 | $1.75M | 0.80% | −8−0.1% | Reduced |
| Carroll Financial Associates, Inc. | 6,796 | $1.75M | 0.09% | −214−3.1% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.76M | 1.99% | −1,450−17.3% | Reduced |
| 180 Wealth Advisors, LLC | 8,065 | $1.76M | 0.40% | +939+13.2% | Added |
| Missouri Trust & Investment Co | 6,942 | $1.76M | 1.02% | +6,942 | New |
| Intact Investment Management Inc. | 6,950 | $1.77M | 0.04% | −150−2.1% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.77M | 0.36% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,957 | $1.77M | 0.87% | −50−0.7% | Reduced |
| Arden Trust Co | 6,971 | $1.77M | 0.30% | +420+6.4% | Added |
| Keudell/Morrison Wealth Management | 7,014 | $1.78M | 0.70% | −4−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 7,015 | $1.78M | 0.02% | +277+4.1% | Added |
| GFG Capital, LLC | 7,054 | $1.79M | 0.54% | +942+15.4% | Added |
| EPG Wealth Management LLC | 7,065 | $1.80M | 0.63% | +930+15.2% | Added |
| Stansberry Asset Management, LLC | 7,076 | $1.80M | 0.34% | +4,216+147.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,083 | $1.80M | 0.54% | +489+7.4% | Added |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.80M | 0.24% | −12−0.2% | Reduced |
| Mutual Advisors, LLC | 7,097 | $1.80M | 0.10% | +863+13.8% | Added |
| Commons Capital, LLC | 7,107 | $1.81M | 1.79% | +7,107 | New |
| Roman Butler Fullerton & Co | 7,125 | $1.81M | 0.80% | −92−1.3% | Reduced |
| Emerson Point Capital LP | 7,127 | $1.81M | 0.28% | 00.0% | Unchanged |
| Field & Main Bank | 7,190 | $1.83M | 1.05% | +105+1.5% | Added |
| Personal Cfo Solutions, LLC | 7,219 | $1.83M | 0.34% | +179+2.5% | Added |
| Hudson Canyon Capital Management | 7,250 | $1.84M | 1.34% | −354−4.7% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.85M | 1.46% | 00.0% | Unchanged |
| Exane Derivatives | 7,306 | $1.86M | 0.45% | −2,155−22.8% | Reduced |
| Advisor Resource Council | 7,310 | $1.86M | 0.14% | +1,431+24.3% | Added |