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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 9,166 | $2.33M | 0.24% | +581+6.8% | Added |
| Burns J W & Co Inc | 9,193 | $2.34M | 0.34% | +334+3.8% | Added |
| Vision Capital Management, Inc. | 9,251 | $2.35M | 0.35% | +226+2.5% | Added |
| Townsend & Associates, Inc | 10,192 | $2.36M | 1.29% | −162−1.6% | Reduced |
| Resonate Capital, LLC | 9,304 | $2.36M | 2.06% | +9,304 | New |
| ARS Wealth Advisors Group, LLC | 9,317 | $2.37M | 0.40% | −115−1.2% | Reduced |
| Savant Capital, LLC | 9,320 | $2.37M | 0.08% | +3,478+59.5% | Added |
| Invst, LLC | 12,494 | $2.38M | 0.37% | +3,350+36.6% | Added |
| EFG Asset Management (North America) Corp. | 9,392 | $2.39M | 0.31% | +9,392 | New |
| Viridian Ria, LLC | 9,402 | $2.39M | 0.50% | +9,402 | New |
| Quadrant Private Wealth Management, LLC | 9,419 | $2.39M | 0.89% | +3,054+48.0% | Added |
| Nations Financial Group Inc, | 9,452 | $2.40M | 0.32% | −8,726−48.0% | Reduced |
| Gs Investments, Inc. | 9,498 | $2.41M | 1.17% | +2,119+28.7% | Added |
| Resources Management Corp | 9,509 | $2.42M | 0.31% | +606+6.8% | Added |
| E Fund Management Co., Ltd. | 9,545 | $2.43M | 0.09% | −802−7.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 9,553 | $2.43M | 0.02% | −462−4.6% | Reduced |
| People's United Financial, Inc. | 9,624 | $2.45M | 0.06% | −1,325−12.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,630 | $2.45M | 0.40% | +403+4.4% | Added |
| Insight Wealth Strategies, LLC | 9,652 | $2.45M | 0.35% | +47+0.5% | Added |
| Sawyer & Company, Inc | 9,655 | $2.45M | 1.06% | +145+1.5% | Added |
| Sawtooth Solutions, LLC | 9,716 | $2.47M | 0.28% | +4,066+72.0% | Added |
| Freedom Day Solutions, LLC | 9,733 | $2.47M | 1.00% | +60+0.6% | Added |
| Wealthspire Advisors, LLC | 9,752 | $2.48M | 0.05% | +403+4.3% | Added |
| Northstar Asset Management LLC | 9,799 | $2.49M | 0.58% | +139+1.4% | Added |
| Duff & Phelps Investment Management Co | 9,805 | $2.49M | 0.03% | +92+0.9% | Added |
| Mountain Capital Investment Advisors, Inc | 10,629 | $2.50M | 1.13% | +2,528+31.2% | Added |
| Clear Street Markets LLC | 9,910 | $2.52M | 0.23% | −17−0.2% | Reduced |
| Altium Wealth Management LLC | 9,926 | $2.52M | 0.16% | +322+3.4% | Added |
| Brewin Dolphin Ltd | 9,938 | $2.53M | 0.11% | −849−7.9% | Reduced |
| M. Kulyk & Associates, LLC | 9,980 | $2.54M | 0.66% | +965+10.7% | Added |
| Claybrook Capital, LLC | 9,995 | $2.54M | 1.19% | −2,203−18.1% | Reduced |
| Moore Capital Management, LP | 10,000 | $2.54M | 0.06% | −75,431−88.3% | Reduced |
| Precept Management LLC | 10,000 | $2.54M | 2.64% | 00.0% | Unchanged |
| AMS Capital Ltda | 10,000 | $2.54M | 0.57% | +10,000 | New |
| Intellectus Partners, LLC | 10,039 | $2.55M | 0.65% | −183−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 10,051 | $2.55M | 0.21% | −1,712−14.6% | Reduced |
| Bradley Mark J. | 10,097 | $2.57M | 1.68% | +1,325+15.1% | Added |
| Cavalier Investments, LLC | 10,139 | $2.58M | 0.67% | +3,073+43.5% | Added |
| Winfield Associates, Inc. | 10,176 | $2.59M | 0.86% | +350+3.6% | Added |
| Seeyond | 10,224 | $2.60M | 0.24% | +783+8.3% | Added |
| Northstar Group, Inc. | 10,275 | $2.61M | 0.62% | +115+1.1% | Added |
| Mason Investment Advisory Services, Inc. | 10,288 | $2.61M | 0.22% | +1,985+23.9% | Added |
| American National Insurance Co | 10,289 | $2.62M | 0.58% | −52,815−83.7% | Reduced |
| Segall Bryant & Hamill, LLC | 10,323 | $2.62M | 0.02% | −1,173−10.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,339 | $2.63M | 0.91% | +233+2.3% | Added |
| Stonnington Group, LLC | 11,221 | $2.63M | 0.57% | −8,980−44.5% | Reduced |
| Bluefin Capital Management, LLC | 10,446 | $2.65M | 0.21% | +287+2.8% | Added |
| SFMG, LLC | 10,451 | $2.66M | 0.26% | +7,317+233.5% | Added |
| Triangle Securities Wealth Management | 10,465 | $2.66M | 0.83% | −10−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 10,498 | $2.67M | 0.10% | +1,293+14.0% | Added |
| IMA Wealth, Inc. | 10,530 | $2.68M | 0.59% | −118−1.1% | Reduced |
| Coldstream Capital Management Inc | 10,587 | $2.69M | 0.08% | +5,911+126.4% | Added |
| Pinnacle Holdings, LLC | 10,607 | $2.70M | 1.13% | +28+0.3% | Added |
| Harrell Investment Partners, LLC | 10,618 | $2.70M | 0.83% | +235+2.3% | Added |
| Asset Management Corp | 10,620 | $2.70M | 1.56% | +6,100+135.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,645 | $2.71M | 0.13% | −140−1.3% | Reduced |
| Birinyi Associates Inc | 10,665 | $2.71M | 0.85% | +750+7.6% | Added |
| Independence Bank of Kentucky | 10,787 | $2.74M | 1.12% | −190−1.7% | Reduced |
| Cypress Asset Management Inc | 10,786 | $2.74M | 0.65% | −160−1.5% | Reduced |
| Clearstead Advisors, LLC | 10,811 | $2.75M | 0.19% | +444+4.3% | Added |
| Investment Research & Advisory Group, Inc. | 10,861 | $2.76M | 1.70% | +58+0.5% | Added |
| Kaizen Financial Strategies | 10,877 | $2.76M | 2.07% | +2,949+37.2% | Added |
| Citizens & Northern Corp | 10,935 | $2.78M | 1.00% | +900+9.0% | Added |
| Ballentine Partners, LLC | 10,944 | $2.78M | 0.08% | −1,081−9.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,976 | $2.79M | 0.05% | −1,652−13.1% | Reduced |
| GPM Growth Investors, Inc. | 11,000 | $2.79M | 1.39% | −69−0.6% | Reduced |
| Diversified Trust Co | 11,027 | $2.80M | 0.09% | −160−1.4% | Reduced |
| AIA Group Ltd | 11,044 | $2.81M | 0.13% | +10,008+966.0% | Added |
| Finer Wealth Management, Inc. | 11,055 | $2.81M | 2.33% | +11,055 | New |
| Lake Street Advisors Group, LLC | 11,080 | $2.82M | 0.18% | +587+5.6% | Added |
| Welch & Forbes LLC | 11,133 | $2.83M | 0.04% | 00.0% | Unchanged |
| Ferris Capital, LLC | 11,145 | $2.83M | 0.62% | −194−1.7% | Reduced |
| Boltwood Capital Management | 11,154 | $2.83M | 1.05% | +69+0.6% | Added |
| Grove Bank & Trust | 11,154 | $2.83M | 0.54% | +682+6.5% | Added |
| Michael B. Yongue | 11,190 | $2.84M | 1.89% | −761−6.4% | Reduced |
| Berkshire Bank | 11,216 | $2.85M | 0.63% | +441+4.1% | Added |
| Wahed Invest LLC | 11,229 | $2.85M | 1.59% | +11,229 | New |
| U.S. Capital Wealth Advisors, LLC | 11,300 | $2.87M | 0.11% | +382+3.5% | Added |
| Perpetual Investment Management Ltd | 11,409 | $2.90M | 0.33% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,414 | $2.90M | 0.21% | +286+2.6% | Added |
| Cowen and Company, LLC | 11,424 | $2.90M | 0.28% | −7,434−39.4% | Reduced |
| TD Private Client Wealth LLC | 11,496 | $2.92M | 0.12% | +2,154+23.1% | Added |
| PFS Investments Inc. | 11,534 | $2.93M | 0.06% | +2,104+22.3% | Added |
| Meridian Wealth Advisors, LLC | 11,583 | $2.94M | 0.72% | +510+4.6% | Added |
| Kempen Capital Management N.V. | 11,618 | $2.95M | 0.09% | −1,066−8.4% | Reduced |
| GDS Wealth Management | 11,647 | $2.96M | 0.66% | +11,647 | New |
| Threadgill Financial, LLC | 11,628 | $2.97M | 1.77% | +1,050+9.9% | Added |
| Desjardins Global Asset Management Inc. | 11,740 | $2.98M | 0.26% | +11,740 | New |
| Eqis Capital Management, Inc. | 11,749 | $2.99M | 0.22% | −482−3.9% | Reduced |
| Verde Capital Management | 11,753 | $2.99M | 1.14% | +112+1.0% | Added |
| Trustmark National Bank Trust Department | 11,806 | $3.00M | 0.23% | +134+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,804 | $3.00M | 0.23% | +8,843+298.6% | Added |
| Pictet Bank & Trust Ltd | 11,813 | $3.00M | 1.55% | −20−0.2% | Reduced |
| Stevens Capital Management LP | 11,813 | $3.00M | 0.69% | +11,813 | New |
| Jabodon PT Co | 11,847 | $3.01M | 1.37% | +11,847 | New |
| Slow Capital, Inc. | 11,863 | $3.02M | 0.52% | +649+5.8% | Added |
| Good Life Advisors, LLC | 11,886 | $3.02M | 0.37% | −128−1.1% | Reduced |
| Regency Capital Management Inc. | 11,896 | $3.02M | 1.92% | +908+8.3% | Added |
| Bridge Creek Capital Management LLC | 39,332 | $3.05M | 1.05% | −151−0.4% | Reduced |
| Westpark Management, LLC | 12,000 | $3.05M | 2.86% | +12,000 | New |