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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 12,020 | $3.06M | 1.23% | −208−1.7% | Reduced |
| Summit Financial, LLC | 12,102 | $3.08M | 0.23% | +1,266+11.7% | Added |
| Aspiriant, LLC | 12,114 | $3.08M | 0.16% | +2,476+25.7% | Added |
| Glynn Capital Management LLC | 12,197 | $3.10M | 0.33% | +1,985+19.4% | Added |
| FinTrust Capital Advisors, LLC | 12,248 | $3.11M | 0.75% | +9,273+311.7% | Added |
| TCTC Holdings, LLC | 12,277 | $3.12M | 0.13% | +215+1.8% | Added |
| Wunderlich Capital Managemnt | 12,309 | $3.13M | 1.39% | +1,022+9.1% | Added |
| Swarthmore Group Inc | 12,326 | $3.13M | 0.74% | −20,654−62.6% | Reduced |
| Van Hulzen Asset Management, LLC | 12,270 | $3.14M | 0.34% | +12,270 | New |
| Mizuho Securities USA LLC | 12,362 | $3.14M | 0.28% | −1,027−7.7% | Reduced |
| American Portfolios Advisors | 12,412 | $3.15M | 0.11% | +1,997+19.2% | Added |
| Bremer Bank National Association | 12,424 | $3.16M | 0.52% | −3,552−22.2% | Reduced |
| Schmidt P J Investment Management Inc | 13,659 | $3.18M | 0.63% | −178−1.3% | Reduced |
| Schechter Investment Advisors, LLC | 12,516 | $3.18M | 0.29% | +12,516 | New |
| Morningstar Investment Services LLC | 12,561 | $3.19M | 0.04% | +11,477+1,058.8% | Added |
| Alterity Financial Group, LLC | 12,630 | $3.21M | 3.47% | +12,630 | New |
| Beaumont Asset Management, L.L.C. | 12,759 | $3.24M | 2.16% | +40+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 12,852 | $3.27M | 1.68% | −1,545−10.7% | Reduced |
| Connolly Sarah T. | 12,898 | $3.28M | 1.83% | +3,828+42.2% | Added |
| Pitcairn Co | 12,970 | $3.30M | 0.21% | −226−1.7% | Reduced |
| Courier Capital LLC | 13,027 | $3.31M | 0.31% | −536−4.0% | Reduced |
| Canandaigua National Corp | 13,037 | $3.31M | 0.49% | −48−0.4% | Reduced |
| Hixon Zuercher, LLC | 13,043 | $3.31M | 1.66% | +280+2.2% | Added |
| V Wealth Advisors LLC | 13,058 | $3.32M | 0.49% | −91−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 13,102 | $3.33M | 0.11% | −266−2.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 13,135 | $3.34M | 0.66% | −70−0.5% | Reduced |
| Signaturefd, LLC | 13,140 | $3.34M | 0.10% | +1,223+10.3% | Added |
| Stonegate Investment Group, LLC | 13,193 | $3.35M | 0.14% | +13,193 | New |
| Jupiter Wealth Management LLC | 13,212 | $3.36M | 1.74% | −1,080−7.6% | Reduced |
| Barings LLC | 13,309 | $3.38M | 0.09% | −1,899−12.5% | Reduced |
| Fulton Bank, N.A. | 13,315 | $3.38M | 0.15% | −314−2.3% | Reduced |
| Asio Capital, LLC | 13,326 | $3.39M | 1.05% | +1,349+11.3% | Added |
| Kovack Advisors, Inc. | 13,412 | $3.41M | 0.33% | −2,645−16.5% | Reduced |
| Avitas Wealth Management LLC | 13,419 | $3.41M | 0.57% | +2,640+24.5% | Added |
| Platte River Wealth Advisors, LLC | 14,525 | $3.41M | 1.17% | −50.0% | Reduced |
| Private Trust Co NA | 13,443 | $3.42M | 0.47% | +173+1.3% | Added |
| Transcend Wealth Collective, LLC | 13,565 | $3.45M | 0.30% | +1,735+14.7% | Added |
| Connable Office Inc | 13,569 | $3.45M | 0.44% | −202−1.5% | Reduced |
| Pensionfund DSM Netherlands | 13,600 | $3.46M | 0.40% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 13,652 | $3.47M | 0.06% | −329−2.4% | Reduced |
| Northern Oak Wealth Management Inc | 13,704 | $3.48M | 0.39% | −516−3.6% | Reduced |
| Sowell Financial Services LLC | 13,710 | $3.48M | 0.20% | +13,710 | New |
| FourThought Financial, LLC | 13,753 | $3.50M | 0.44% | +1,082+8.5% | Added |
| VisionPoint Advisory Group, LLC | 15,957 | $3.50M | 1.53% | −9,260−36.7% | Reduced |
| AMJ Financial Wealth Management | 13,797 | $3.51M | 1.27% | +3,787+37.8% | Added |
| Comerica Securities,inc. | 13,812 | $3.51M | 0.23% | +196+1.4% | Added |
| Magnetar Financial LLC | 13,863 | $3.52M | 0.04% | +13,863 | New |
| Blackhawk Capital Partners LLC. | 13,896 | $3.53M | 2.13% | −62−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 13,939 | $3.54M | 0.74% | +1,635+13.3% | Added |
| Silvant Capital Management LLC | 13,947 | $3.54M | 0.61% | −592−4.1% | Reduced |
| Boardman Bay Capital Management LLC | 14,000 | $3.56M | 5.92% | +14,000 | New |
| Empirical Finance, LLC | 14,005 | $3.56M | 0.42% | +2,808+25.1% | Added |
| Perfromance Wealth Partners, LLC | 14,078 | $3.58M | 0.14% | +14,078 | New |
| Centaurus Financial, Inc. | 14,102 | $3.58M | 0.27% | +2,302+19.5% | Added |
| Westwood Holdings Group Inc. | 14,118 | $3.59M | 0.03% | +5,371+61.4% | Added |
| Walleye Capital LLC | 14,130 | $3.59M | 0.12% | −4,432−23.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $3.59M | 0.23% | −3,780−21.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,146 | $3.59M | 0.30% | +626+4.6% | Added |
| Enterprise Bank & Trust Co | 14,200 | $3.61M | 1.26% | +59+0.4% | Added |
| Park Avenue Securities LLC | 14,213 | $3.61M | 0.06% | +1,149+8.8% | Added |
| Citizens Business Bank | 14,261 | $3.62M | 0.44% | −187−1.3% | Reduced |
| Telemus Capital, LLC | 14,265 | $3.63M | 0.29% | +121+0.9% | Added |
| Minot Wealth Management LLC | 14,287 | $3.63M | 0.70% | +72+0.5% | Added |
| Monetary Management Group Inc | 14,292 | $3.63M | 0.90% | −3,210−18.3% | Reduced |
| Clarius Group, LLC | 14,314 | $3.64M | 0.29% | +388+2.8% | Added |
| Meridian Wealth Management, LLC | 14,316 | $3.64M | 0.39% | +2,401+20.2% | Added |
| Jackson Square Capital, LLC | 14,345 | $3.65M | 1.05% | −7,017−32.8% | Reduced |
| Veriti Management LLC | 14,358 | $3.65M | 0.47% | +435+3.1% | Added |
| Arlington Financial Advisors, LLC | 14,369 | $3.65M | 1.24% | −44−0.3% | Reduced |
| We Are One Seven, LLC | 14,407 | $3.66M | 0.38% | +1,059+7.9% | Added |
| Bank of Hawaii | 14,431 | $3.67M | 0.19% | +1,310+10.0% | Added |
| Azzad Asset Management Inc | 14,481 | $3.68M | 0.49% | −159−1.1% | Reduced |
| Lincoln National Corp | 14,517 | $3.69M | 0.07% | +1,878+14.9% | Added |
| IFP Advisors, Inc | 14,474 | $3.71M | 0.07% | +5,429+60.0% | Added |
| Zions Bancorporation, N.A. | 14,612 | $3.71M | 0.33% | +1,551+11.9% | Added |
| Elk River Wealth Management, LLC | 14,629 | $3.72M | 0.84% | +99+0.7% | Added |
| Snowden Capital Advisors LLC | 14,647 | $3.72M | 0.19% | −6,116−29.5% | Reduced |
| Callahan Advisors, LLC | 14,654 | $3.72M | 0.42% | +1,203+8.9% | Added |
| Sender Co & Partners, Inc. | 14,659 | $3.73M | 2.38% | +14,659 | New |
| CAPROCK Group, Inc. | 14,714 | $3.74M | 0.31% | +82+0.6% | Added |
| Alps Advisors Inc | 14,712 | $3.74M | 0.04% | +225+1.6% | Added |
| Vident Investment Advisory, LLC | 14,724 | $3.74M | 0.10% | +78+0.5% | Added |
| B. Riley Wealth Management, Inc. | 14,724 | $3.74M | 0.26% | +2,231+17.9% | Added |
| Roberts Wealth Advisors, LLC | 14,670 | $3.75M | 1.35% | +1,367+10.3% | Added |
| First Hawaiian Bank | 14,778 | $3.75M | 0.11% | −426−2.8% | Reduced |
| Pendal Group Limited | 14,793 | $3.76M | 0.03% | −1,935−11.6% | Reduced |
| Ingalls & Snyder LLC | 14,827 | $3.77M | 0.17% | +958+6.9% | Added |
| NBT Bank N A | 14,883 | $3.78M | 0.49% | −185−1.2% | Reduced |
| CWA Asset Management Group, LLC | 14,936 | $3.80M | 0.28% | +986+7.1% | Added |
| Abeille Asset Management SA | 14,955 | $3.80M | 0.88% | +14,955 | New |
| Pinnacle Associates Ltd | 14,993 | $3.81M | 0.07% | +1,378+10.1% | Added |
| J.W. Cole Advisors, Inc. | 15,084 | $3.83M | 0.25% | −394−2.5% | Reduced |
| Mirova | 15,114 | $3.84M | 0.46% | +709+4.9% | Added |
| Dana Investment Advisors, Inc. | 15,121 | $3.84M | 0.17% | +4,311+39.9% | Added |
| SeaCrest Wealth Management, LLC | 15,148 | $3.85M | 0.42% | +190+1.3% | Added |
| Hills Bank & Trust Co | 15,200 | $3.86M | 0.53% | +141+0.9% | Added |
| Beech Hill Advisors, Inc. | 15,295 | $3.89M | 1.48% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15,305 | $3.89M | 0.07% | −268−1.7% | Reduced |
| Laurel Wealth Advisors LLC | 15,339 | $3.90M | 0.82% | +735+5.0% | Added |
| Winch Advisory Services, LLC | 15,447 | $3.93M | 1.30% | −10−0.1% | Reduced |