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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 15,469 | $3.93M | 1.99% | −355−2.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,508 | $3.94M | 0.25% | +658+4.4% | Added |
| Gemmer Asset Management LLC | 15,555 | $3.95M | 0.47% | −90−0.6% | Reduced |
| IBM Retirement Fund | 15,569 | $3.96M | 0.49% | −10,754−40.9% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $3.97M | 0.18% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15,673 | $3.98M | 1.34% | +1,645+11.7% | Added |
| Lake Street Financial LLC | 15,758 | $4.00M | 0.71% | +1,697+12.1% | Added |
| Capital Analysts, LLC | 15,915 | $4.04M | 0.25% | +1,706+12.0% | Added |
| BFSG, LLC | 15,940 | $4.05M | 0.56% | +465+3.0% | Added |
| Evergreen Capital Management LLC | 15,953 | $4.05M | 0.16% | −2,446−13.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 15,978 | $4.06M | 3.25% | −3,051−16.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.07M | 1.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 16,139 | $4.10M | 0.47% | +3,830+31.1% | Added |
| Linscomb & Williams, Inc. | 16,234 | $4.13M | 0.20% | +682+4.4% | Added |
| Morgan Jess S & Co Inc | 16,336 | $4.15M | 2.55% | +206+1.3% | Added |
| Birch Hill Investment Advisors LLC | 16,432 | $4.18M | 0.21% | +380+2.4% | Added |
| Bogart Wealth, LLC | 16,452 | $4.18M | 0.38% | +2,850+21.0% | Added |
| Dillon & Associates Inc | 16,480 | $4.19M | 0.73% | +225+1.4% | Added |
| Sumitomo Life Insurance Co | 16,533 | $4.20M | 0.10% | −506−3.0% | Reduced |
| Mark Stevens | 16,567 | $4.21M | 0.44% | −2,792−14.4% | Reduced |
| Cabot Wealth Management Inc | 16,621 | $4.22M | 0.54% | +295+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,652 | $4.23M | 0.26% | +1,354+8.9% | Added |
| Pegasus Asset Management, Inc. | 16,695 | $4.24M | 1.74% | +143+0.9% | Added |
| Itau Unibanco Holding S.A. | 16,624 | $4.25M | 0.14% | +1,276+8.3% | Added |
| Arthur M. Cohen & Associates, LLC | 16,737 | $4.25M | 0.79% | −570−3.3% | Reduced |
| Mitchell Capital Management Co | 16,745 | $4.25M | 0.86% | −238−1.4% | Reduced |
| Fundamentun, LLC | 16,782 | $4.26M | 0.67% | +702+4.4% | Added |
| Trust Co of Toledo NA | 16,850 | $4.28M | 0.64% | −18−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 16,835 | $4.30M | 0.27% | +321+1.9% | Added |
| Level Four Advisory Services, LLC | 16,943 | $4.31M | 0.33% | +1,143+7.2% | Added |
| Cohen Capital Management, Inc. | 16,956 | $4.31M | 0.71% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 16,906 | $4.32M | 0.09% | +13,835+450.5% | Added |
| Hoylecohen, LLC | 17,011 | $4.32M | 0.36% | +1,479+9.5% | Added |
| Beese Fulmer Investment Management, Inc. | 17,044 | $4.33M | 0.45% | +2,051+13.7% | Added |
| Mathes Company, Inc. | 17,079 | $4.34M | 1.49% | +750+4.6% | Added |
| Cohen Lawrence B | 17,111 | $4.35M | 1.70% | −1,137−6.2% | Reduced |
| Veritable, L.P. | 17,156 | $4.36M | 0.06% | +130+0.8% | Added |
| Surience Private Wealth LLC | 17,155 | $4.36M | 3.55% | +17,155 | New |
| First Interstate Bank | 17,239 | $4.38M | 0.43% | +133+0.8% | Added |
| Cordatus Wealth Management LLC | 17,254 | $4.38M | 1.28% | +2,465+16.7% | Added |
| Tamar Securities, LLC | 17,336 | $4.41M | 1.30% | +17,336 | New |
| Integrated Wealth Concepts LLC | 17,345 | $4.41M | 0.13% | +271+1.6% | Added |
| Bouvel Investment Partners, LLC | 17,385 | $4.42M | 2.48% | +33+0.2% | Added |
| Spinnaker Trust | 17,540 | $4.46M | 0.29% | −1,585−8.3% | Reduced |
| Mirador Capital Partners LP | 17,627 | $4.48M | 0.94% | −3,410−16.2% | Reduced |
| Blueshift Asset Management, LLC | 17,634 | $4.48M | 0.39% | +15,724+823.2% | Added |
| NEXT Financial Group, Inc | 17,694 | $4.50M | 0.30% | +1,095+6.6% | Added |
| Argent Trust Co | 17,745 | $4.51M | 0.26% | +98+0.6% | Added |
| General American Investors Co Inc | 17,829 | $4.53M | 0.36% | −15,000−45.7% | Reduced |
| Hohimer Wealth Management, LLC | 17,906 | $4.55M | 0.96% | −1,064−5.6% | Reduced |
| Pallas Capital Advisors LLC | 20,814 | $4.55M | 0.55% | +195+0.9% | Added |
| Game Creek Capital, LP | 18,200 | $4.63M | 2.32% | −1,875−9.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,257 | $4.64M | 0.21% | +18,257 | New |
| Ibex Investors LLC | 18,300 | $4.65M | 2.50% | +5,100+38.6% | Added |
| King Wealth | 18,480 | $4.70M | 0.87% | −1,282−6.5% | Reduced |
| Icapital Wealth LLC | 18,681 | $4.75M | 1.84% | +18,681 | New |
| Generali Powszechne Towarzystwo Emerytalne | 18,683 | $4.75M | 4.53% | +18,683 | New |
| BDO Wealth Advisors, LLC | 18,701 | $4.75M | 0.50% | +12,467+200.0% | Added |
| Stoneridge Investment Partners LLC | 18,776 | $4.77M | 2.20% | +8,025+74.6% | Added |
| Lord, Abbett & Co. LLC | 18,817 | $4.78M | 0.01% | −2,965−13.6% | Reduced |
| Simmons Bank | 18,904 | $4.80M | 0.34% | +573+3.1% | Added |
| Brookstone Capital Management | 21,106 | $4.82M | 0.08% | +4,229+25.1% | Added |
| Security National Bank | 18,991 | $4.83M | 1.09% | +355+1.9% | Added |
| SG3 Management, LLC | 19,000 | $4.83M | 0.49% | +19,000 | New |
| Plimoth Trust Co LLC | 19,074 | $4.85M | 1.23% | +2,576+15.6% | Added |
| Investment House LLC | 19,326 | $4.91M | 0.32% | +3,531+22.4% | Added |
| Kingsview Wealth Management, LLC | 19,330 | $4.91M | 0.21% | +996+5.4% | Added |
| Shelton Capital Management | 19,347 | $4.92M | 0.17% | +50+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 19,392 | $4.93M | 1.09% | +6,236+47.4% | Added |
| Breakline Capital LLC | 19,411 | $4.93M | 6.65% | −7,157−26.9% | Reduced |
| Frontier Wealth Management LLC | 19,449 | $4.94M | 0.33% | +437+2.3% | Added |
| Moody National Bank Trust Division | 19,544 | $4.97M | 0.15% | −48,267−71.2% | Reduced |
| HBW Advisory Services LLC | 19,662 | $5.00M | 1.17% | +290+1.5% | Added |
| Kornitzer Capital Management Inc | 19,726 | $5.01M | 0.07% | −925−4.5% | Reduced |
| Advisors Asset Management, Inc. | 19,748 | $5.02M | 0.07% | −4,732−19.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 19,830 | $5.04M | 0.36% | +19,830 | New |
| Gladstone Institutional Advisory LLC | 19,985 | $5.08M | 0.39% | +1,628+8.9% | Added |
| Ally Financial Inc. | 20,000 | $5.08M | 0.47% | −16,000−44.4% | Reduced |
| Horizon Investments, LLC | 20,010 | $5.08M | 0.15% | +1,590+8.6% | Added |
| ExodusPoint Capital Management, LP | 20,053 | $5.10M | 0.06% | −2,713−11.9% | Reduced |
| Steel Peak Wealth Management LLC | 20,151 | $5.12M | 0.31% | −2,025−9.1% | Reduced |
| Roundview Capital LLC | 20,228 | $5.14M | 0.51% | +752+3.9% | Added |
| Whalerock Point Partners, LLC | 20,266 | $5.15M | 1.76% | +225+1.1% | Added |
| Bray Capital Advisors | 20,286 | $5.16M | 1.26% | +65+0.3% | Added |
| Chartwell Investment Partners, LLC | 20,380 | $5.18M | 0.15% | +817+4.2% | Added |
| Private Wealth Partners, LLC | 20,403 | $5.18M | 0.44% | +1,862+10.0% | Added |
| Bessemer Group Inc | 20,402 | $5.19M | 0.01% | +2,346+13.0% | Added |
| McBroom & Associates, LLC | 20,454 | $5.20M | 3.91% | +20,454 | New |
| Apollon Wealth Management, LLC | 20,459 | $5.20M | 0.42% | +9,824+92.4% | Added |
| Knuff & Co LLC | 20,504 | $5.21M | 1.62% | −76−0.4% | Reduced |
| Martingale Asset Management L P | 20,546 | $5.22M | 0.07% | −2,724−11.7% | Reduced |
| Ocean Capital Management, LLC | 20,572 | $5.23M | 1.98% | +836+4.2% | Added |
| Strategic Wealth Advisors Group, LLC | 20,604 | $5.26M | 0.25% | −1,991−8.8% | Reduced |
| Avestar Capital, LLC | 20,730 | $5.27M | 0.96% | +590+2.9% | Added |
| South State Corp. | 20,772 | $5.28M | 0.41% | −522−2.5% | Reduced |
| Once Capital Management, LLC | 20,800 | $5.29M | 4.95% | +20,800 | New |
| Iowa State Bank | 20,881 | $5.31M | 1.25% | +2,804+15.5% | Added |
| CMH Wealth Management LLC | 20,936 | $5.32M | 1.60% | +631+3.1% | Added |
| Meeder Asset Management Inc | 20,975 | $5.33M | 0.54% | −7,939−27.5% | Reduced |
| Girard Partners Ltd. | 21,160 | $5.38M | 0.58% | +306+1.5% | Added |