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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 7,242 | $1.86M | 0.22% | +2,491+52.4% | Added |
| Intersect Capital LLC | 7,349 | $1.87M | 0.34% | −4,848−39.7% | Reduced |
| Laidlaw Wealth Management LLC | 7,370 | $1.87M | 0.30% | +163+2.3% | Added |
| MBB Public Markets I LLC | 7,373 | $1.87M | 0.04% | +7,373 | New |
| Lloyd Park, LLC | 7,385 | $1.88M | 1.49% | +7,385 | New |
| Legacy Private Trust Co. | 7,395 | $1.88M | 0.14% | +3,180+75.4% | Added |
| Compton Wealth Advisory Group, LLC | 7,418 | $1.89M | 0.81% | +695+10.3% | Added |
| Davenport & Co LLC | 7,431 | $1.89M | 0.01% | +394+5.6% | Added |
| Cornerstone National Bank & Trust Co | 7,434 | $1.89M | 0.83% | +15+0.2% | Added |
| St. Johns Investment Management Company, LLC | 7,438 | $1.89M | 0.96% | −421−5.4% | Reduced |
| Navalign, LLC | 7,455 | $1.90M | 0.76% | −143−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 7,455 | $1.90M | 0.21% | −7−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,465 | $1.90M | 0.16% | −462−5.8% | Reduced |
| Avalon Investment & Advisory | 7,474 | $1.90M | 0.05% | −6,779−47.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 7,472 | $1.90M | 0.63% | −20.0% | Reduced |
| Bay Rivers Group | 7,504 | $1.91M | 1.17% | +146+2.0% | Added |
| Wade G W & Inc | 7,519 | $1.91M | 0.08% | +183+2.5% | Added |
| Regatta Capital Group, LLC | 7,529 | $1.91M | 0.67% | +7,529 | New |
| Exchange Traded Concepts, LLC | 7,538 | $1.92M | 0.04% | −278−3.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,540 | $1.92M | 0.55% | −134−1.7% | Reduced |
| Oxler Private Wealth LLC | 7,567 | $1.92M | 0.80% | −33−0.4% | Reduced |
| Peterson Wealth Services | 7,567 | $1.92M | 1.28% | +7,567 | New |
| EP Wealth Advisors, LLC | 7,614 | $1.94M | 0.05% | +1,686+28.4% | Added |
| Acorn Financial Advisory Services Inc | 7,643 | $1.94M | 0.39% | −10.0% | Reduced |
| Signature Wealth Management Group | 7,641 | $1.94M | 0.98% | +866+12.8% | Added |
| Forum Financial Management, LP | 7,660 | $1.95M | 0.10% | +7,660 | New |
| Madden Securities Corp | 7,666 | $1.95M | 0.91% | +473+6.6% | Added |
| Compton Capital Management Inc | 7,710 | $1.96M | 0.51% | +1,150+17.5% | Added |
| Oak Harbor Wealth Partners, LLC | 7,725 | $1.96M | 0.68% | +7,725 | New |
| Westover Capital Advisors, LLC | 7,727 | $1.96M | 0.57% | +2,092+37.1% | Added |
| IHT Wealth Management, LLC | 7,748 | $1.97M | 0.15% | +532+7.4% | Added |
| Modus Advisors, LLC | 7,776 | $1.98M | 0.84% | −291−3.6% | Reduced |
| Sunbelt Securities, Inc. | 9,088 | $1.98M | 0.32% | +1,129+14.2% | Added |
| Dorsey & Whitney Trust CO LLC | 7,810 | $1.98M | 0.17% | +3,250+71.3% | Added |
| International Assets Investment Management, LLC | 7,824 | $1.99M | 0.35% | +173+2.3% | Added |
| Ascent Wealth Partners, LLC | 7,836 | $1.99M | 0.35% | +226+3.0% | Added |
| Penserra Capital Management LLC | 7,914 | $2.01M | 0.04% | +4,394+124.8% | Added |
| TRUE Private Wealth Advisors | 7,917 | $2.01M | 0.29% | +222+2.9% | Added |
| Vigilare Wealth Management | 7,937 | $2.02M | 1.19% | +169+2.2% | Added |
| FORA Capital, LLC | 7,939 | $2.02M | 0.78% | −14,441−64.5% | Reduced |
| Mission Wealth Management, LP | 7,957 | $2.02M | 0.09% | +96+1.2% | Added |
| Krilogy Financial LLC | 7,976 | $2.03M | 0.20% | −78−1.0% | Reduced |
| Equitable Holdings, Inc. | 7,988 | $2.03M | 0.03% | +1,033+14.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.03M | 0.62% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 7,981 | $2.04M | 0.01% | +253+3.3% | Added |
| Elmwood Wealth Management, Inc. | 8,051 | $2.05M | 0.98% | +8,051 | New |
| Regal Investment Advisors LLC | 8,054 | $2.05M | 0.18% | −795−9.0% | Reduced |
| Chickasaw Capital Management LLC | 8,059 | $2.05M | 0.10% | −545−6.3% | Reduced |
| IPG Investment Advisors LLC | 8,068 | $2.05M | 0.37% | +43+0.5% | Added |
| Waldron Private Wealth LLC | 8,102 | $2.06M | 0.10% | +3,592+79.6% | Added |
| Jackson Hole Capital Partners, LLC | 8,132 | $2.07M | 0.65% | +1,081+15.3% | Added |
| Hiddenite Capital Partners LP | 8,150 | $2.07M | 2.50% | +8,150 | New |
| Northeast Financial Group, Inc. | 8,193 | $2.08M | 1.22% | +544+7.1% | Added |
| TrinityPoint Wealth, LLC | 8,201 | $2.08M | 0.37% | −174−2.1% | Reduced |
| Legacy Capital Partners, Inc. | 8,199 | $2.08M | 0.68% | +125+1.5% | Added |
| Centiva Capital, LP | 8,205 | $2.08M | 0.13% | +4,577+126.2% | Added |
| KG&L Capital Management,LLC | 8,229 | $2.09M | 0.84% | −4,822−36.9% | Reduced |
| Investors Financial Group, LLC | 8,275 | $2.10M | 0.98% | +784+10.5% | Added |
| Assetmark, Inc | 8,274 | $2.10M | 0.01% | +6,919+510.6% | Added |
| West Branch Capital LLC | 8,281 | $2.10M | 0.90% | +117+1.4% | Added |
| JT Stratford LLC | 8,322 | $2.12M | 0.58% | −54−0.6% | Reduced |
| Aldebaran Financial Inc. | 8,329 | $2.12M | 1.65% | +65+0.8% | Added |
| Paradigm Asset Management Co LLC | 8,350 | $2.12M | 0.53% | +250+3.1% | Added |
| Winton Group Ltd | 8,409 | $2.14M | 0.13% | −5,062−37.6% | Reduced |
| Conning Inc. | 8,454 | $2.15M | 0.06% | −949−10.1% | Reduced |
| Chicago Partners Investment Group LLC | 10,422 | $2.15M | 0.15% | +219+2.1% | Added |
| Shepherd Financial Partners LLC | 8,485 | $2.15M | 0.37% | +192+2.3% | Added |
| Abbrea Capital, LLC | 8,524 | $2.17M | 0.29% | +336+4.1% | Added |
| Bell Bank | 8,549 | $2.17M | 0.25% | +513+6.4% | Added |
| Midwest Wealth Management Inc. | 8,583 | $2.18M | 1.36% | +376+4.6% | Added |
| United Bank | 8,636 | $2.19M | 1.18% | +1,310+17.9% | Added |
| Virtue Capital Management, LLC | 8,640 | $2.20M | 0.32% | +471+5.8% | Added |
| Intrust Bank NA | 8,664 | $2.20M | 0.26% | −63−0.7% | Reduced |
| Wedmont Private Capital | 9,656 | $2.21M | 0.68% | +9,656 | New |
| Metis Global Partners, LLC | 8,691 | $2.21M | 0.61% | +8,691 | New |
| Guardian Capital Advisors LP | 9,302 | $2.21M | 0.21% | +50+0.5% | Added |
| Gyon Technologies Capital Management, LP | 8,720 | $2.22M | 0.41% | −12,119−58.2% | Reduced |
| Laffer Tengler Investments | 8,721 | $2.22M | 0.64% | +220+2.6% | Added |
| Flagship Harbor Advisors, LLC | 8,742 | $2.22M | 0.21% | +398+4.8% | Added |
| Wrapmanager Inc | 8,759 | $2.23M | 0.56% | −22−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,780 | $2.23M | 0.44% | +850+10.7% | Added |
| ProVise Management Group, LLC | 8,792 | $2.23M | 0.20% | −475−5.1% | Reduced |
| Caliber Wealth Management, LLC | 9,703 | $2.24M | 1.55% | +1,927+24.8% | Added |
| Trust Asset Management LLC | 8,855 | $2.25M | 0.28% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,863 | $2.25M | 0.50% | +852+10.6% | Added |
| Meristem Family Wealth, LLC | 8,899 | $2.26M | 0.19% | +258+3.0% | Added |
| Bank Ozk | 8,913 | $2.27M | 0.92% | −59−0.7% | Reduced |
| BNC Wealth Management, LLC | 8,954 | $2.27M | 1.08% | +929+11.6% | Added |
| Cohen Investment Advisors LLC | 8,964 | $2.28M | 1.62% | −17−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 8,970 | $2.28M | 0.96% | −45−0.5% | Reduced |
| Maven Securities LTD | 8,983 | $2.28M | 0.28% | +6,262+230.1% | Added |
| Ausdal Financial Partners, Inc. | 8,991 | $2.29M | 0.31% | −543−5.7% | Reduced |
| Viking Fund Management LLC | 9,000 | $2.29M | 0.60% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $2.29M | 0.96% | +100+1.1% | Added |
| Moneta Group Investment Advisors LLC | 9,019 | $2.29M | 0.09% | +203+2.3% | Added |
| VeraBank, N.A. | 9,043 | $2.30M | 1.16% | +45+0.5% | Added |
| Red Door Wealth Management, LLC | 9,054 | $2.30M | 0.75% | +831+10.1% | Added |
| L & S Advisors Inc | 9,094 | $2.31M | 0.25% | −25,899−74.0% | Reduced |
| Northeast Financial Consultants Inc | 9,123 | $2.32M | 0.14% | +814+9.8% | Added |
| Quantum Private Wealth, LLC | 9,152 | $2.33M | 0.88% | +9,152 | New |