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 |
|---|---|---|---|---|---|
| Absoluto Partners Gestao de Recursos Ltda | 21,162 | $5.38M | 1.66% | −8,966−29.8% | Reduced |
| KMG Fiduciary Partners, LLC | 21,193 | $5.39M | 0.83% | +70.0% | Added |
| Murphy Capital Management Inc | 21,202 | $5.39M | 0.58% | −462−2.1% | Reduced |
| Marks Group Wealth Management, Inc | 21,178 | $5.40M | 0.66% | +345+1.7% | Added |
| Strategic Wealth Designers | 21,253 | $5.40M | 1.40% | +1,945+10.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,687 | $5.42M | 0.87% | +447+1.9% | Added |
| Lazard Freres Gestion S.A.S. | 21,369 | $5.43M | 0.15% | +763+3.7% | Added |
| Wolverine Asset Management LLC | 21,559 | $5.48M | 0.06% | −5,404−20.0% | Reduced |
| Colony Group LLC | 21,575 | $5.48M | 0.10% | +963+4.7% | Added |
| Chapman Investment Management, LLC | 21,609 | $5.49M | 2.51% | +786+3.8% | Added |
| Venture Visionary Partners LLC | 21,791 | $5.54M | 0.36% | +439+2.1% | Added |
| Marietta Wealth Management, LLC | 21,911 | $5.57M | 1.12% | +197+0.9% | Added |
| Cigna Investments Inc | 21,984 | $5.59M | 0.44% | −7,623−25.7% | Reduced |
| Meyer Handelman Co | 21,990 | $5.59M | 0.21% | −1,072−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 22,021 | $5.60M | 0.47% | +2,815+14.7% | Added |
| O'Shares Investment Advisers, LLC | 22,030 | $5.60M | 0.40% | −6,101−21.7% | Reduced |
| RB Capital Management, LLC | 22,083 | $5.61M | 1.75% | +113+0.5% | Added |
| Meridian Management Co | 22,138 | $5.63M | 1.63% | +17+0.1% | Added |
| Icon Wealth Partners, LLC | 22,265 | $5.66M | 0.57% | +1,114+5.3% | Added |
| Echo Street Capital Management LLC | 22,352 | $5.68M | 0.04% | +20,510+1,113.5% | Added |
| Gardner Lewis Asset Management L P | 22,622 | $5.75M | 1.11% | −16,201−41.7% | Reduced |
| Aj Wealth Strategies, LLC | 22,678 | $5.76M | 0.27% | −379−1.6% | Reduced |
| Belpointe Asset Management LLC | 22,702 | $5.77M | 0.36% | −1,979−8.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 22,743 | $5.78M | 2.52% | +8,305+57.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,763 | $5.79M | 0.85% | +479+2.1% | Added |
| Axxcess Wealth Management, LLC | 22,794 | $5.79M | 0.44% | +22,794 | New |
| SeaTown Holdings Pte. Ltd. | 22,950 | $5.83M | 0.32% | +2,950+14.8% | Added |
| Vestmark Advisory Solutions, Inc. | 22,974 | $5.84M | 0.33% | +1,741+8.2% | Added |
| Salem Investment Counselors Inc | 22,989 | $5.84M | 0.20% | +434+1.9% | Added |
| Advisor Partners LLC | 22,993 | $5.84M | 0.35% | −2,237−8.9% | Reduced |
| Van Strum & Towne Inc. | 23,059 | $5.86M | 2.12% | +175+0.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,077 | $5.87M | 0.26% | −134−0.6% | Reduced |
| Caldwell Trust Co | 23,325 | $5.93M | 0.68% | +574+2.5% | Added |
| FRG Family Wealth Advisors LLC | 23,384 | $5.94M | 1.11% | −2,230−8.7% | Reduced |
| Twin Capital Management Inc | 23,402 | $5.95M | 0.60% | −6,980−23.0% | Reduced |
| Trust Co of Kansas | 23,547 | $5.98M | 3.17% | +1,162+5.2% | Added |
| Wetherby Asset Management Inc | 23,652 | $6.01M | 0.34% | +1,128+5.0% | Added |
| Moody Lynn & Lieberson, LLC | 23,661 | $6.01M | 0.40% | −2,775−10.5% | Reduced |
| Virtu Financial LLC | 23,664 | $6.01M | 0.62% | +21,558+1,023.6% | Added |
| GAM Holding AG | 23,668 | $6.01M | 0.27% | −101−0.4% | Reduced |
| Elite Wealth Management, Inc. | 23,739 | $6.03M | 2.34% | −2,990−11.2% | Reduced |
| Shikiar Asset Management Inc | 23,745 | $6.03M | 1.54% | +15+0.1% | Added |
| Redpoint Investment Management Pty Ltd | 23,769 | $6.04M | 0.48% | +456+2.0% | Added |
| YorkBridge Wealth Partners, LLC | 23,803 | $6.05M | 1.36% | +1,081+4.8% | Added |
| Surevest, LLC | 23,970 | $6.09M | 1.44% | −1,267−5.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 24,081 | $6.12M | 2.02% | +198+0.8% | Added |
| ACG Wealth | 24,112 | $6.13M | 0.87% | −8,516−26.1% | Reduced |
| Peloton Wealth Strategists | 24,175 | $6.14M | 2.46% | −1,605−6.2% | Reduced |
| Harbour Capital Advisors, LLC | 24,206 | $6.15M | 1.51% | +73+0.3% | Added |
| RNC Capital Management LLC | 24,242 | $6.16M | 0.31% | +761+3.2% | Added |
| Executive Wealth Management, LLC | 24,479 | $6.22M | 0.62% | +765+3.2% | Added |
| Arrow Financial Corp | 24,551 | $6.24M | 0.74% | −1,982−7.5% | Reduced |
| Siemens Fonds Invest GmbH | 24,461 | $6.25M | 0.41% | +1,503+6.5% | Added |
| Peapack Gladstone Financial Corp | 24,701 | $6.28M | 0.12% | +390+1.6% | Added |
| BBR Partners, LLC | 24,728 | $6.28M | 0.74% | −24,810−50.1% | Reduced |
| RPG Investment Advisory, LLC | 24,801 | $6.30M | 0.98% | +662+2.7% | Added |
| Fragasso Group Inc. | 24,862 | $6.32M | 0.75% | +773+3.2% | Added |
| Ziegler Capital Management, LLC | 24,867 | $6.32M | 0.23% | −1,622−6.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.35M | 2.71% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 71,322 | $6.37M | 0.35% | −243−0.3% | Reduced |
| WoodTrust Financial Corp | 25,082 | $6.37M | 1.32% | +1,104+4.6% | Added |
| Sitrin Capital Management LLC | 25,108 | $6.38M | 3.00% | +97+0.4% | Added |
| Illinois Municipal Retirement Fund | 25,151 | $6.39M | 0.18% | +4,814+23.7% | Added |
| Brighton Jones LLC | 25,163 | $6.39M | 0.30% | +25+0.1% | Added |
| Aigen Investment Management, LP | 24,833 | $6.42M | 0.39% | +24,833 | New |
| GPS Wealth Strategies Group, LLC | 25,359 | $6.44M | 1.42% | +1,920+8.2% | Added |
| Motley Fool Asset Management LLC | 25,396 | $6.45M | 0.41% | +2,246+9.7% | Added |
| Corient Capital Partners, LLC | 25,741 | $6.54M | 0.43% | −925−3.5% | Reduced |
| Pinnacle Financial Partners Inc | 25,836 | $6.57M | 0.20% | +1,844+7.7% | Added |
| Nelson Capital Management, LLC | 25,876 | $6.58M | 1.22% | −247−0.9% | Reduced |
| Massmutual Trust Co FSB | 25,907 | $6.58M | 0.24% | +6,153+31.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,007 | $6.61M | 1.26% | −26,230−50.2% | Reduced |
| Garde Capital, Inc. | 26,261 | $6.67M | 0.65% | +506+2.0% | Added |
| Independent Financial Group, LLC | 26,498 | $6.73M | 0.56% | +826+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,586 | $6.76M | 0.63% | +1,555+6.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 26,586 | $6.76M | 1.66% | +13,434+102.1% | Added |
| Corbenic Partners LLC | 26,872 | $6.83M | 1.33% | +7,102+35.9% | Added |
| Northwest & Ethical Investments L.P. | 27,066 | $6.88M | 0.20% | +4,485+19.9% | Added |
| Annex Advisory Services, LLC | 27,126 | $6.89M | 0.47% | +3,911+16.8% | Added |
| Prudential PLC | 27,249 | $6.92M | 0.09% | +8,939+48.8% | Added |
| Summit Trail Advisors, LLC | 27,395 | $6.96M | 0.45% | −863−3.1% | Reduced |
| SP Asset Management | 30,063 | $6.98M | 0.70% | +1,567+5.5% | Added |
| Vestcor Inc | 27,602 | $7.01M | 0.25% | −2,236−7.5% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $7.01M | 1.11% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 27,783 | $7.06M | 0.54% | +2,780+11.1% | Added |
| Strategic Advisors LLC | 27,798 | $7.06M | 1.00% | +5,689+25.7% | Added |
| Tsai Capital Corp | 27,824 | $7.07M | 4.91% | +11,950+75.3% | Added |
| Nixon Peabody Trust Co | 27,837 | $7.07M | 2.14% | −677−2.4% | Reduced |
| Flputnam Investment Management Co | 27,922 | $7.10M | 0.22% | +395+1.4% | Added |
| Everence Capital Management Inc | 28,037 | $7.13M | 0.53% | +790+2.9% | Added |
| JustInvest LLC | 28,116 | $7.14M | 0.42% | +8,399+42.6% | Added |
| Cohen Klingenstein LLC | 28,300 | $7.19M | 0.28% | −8,059−22.2% | Reduced |
| GWM Advisors LLC | 28,390 | $7.21M | 0.11% | +8,975+46.2% | Added |
| Transform Wealth, LLC | 28,434 | $7.23M | 0.75% | +140.0% | Added |
| Prentiss Smith & Co Inc | 28,454 | $7.23M | 3.41% | −269−0.9% | Reduced |
| Dowling & Yahnke LLC | 28,587 | $7.26M | 0.35% | −184−0.6% | Reduced |
| D.A. Davidson & Co. | 28,677 | $7.29M | 0.08% | +5,463+23.5% | Added |
| Pathstone Family Office, LLC | 28,752 | $7.31M | 0.18% | +4,810+20.1% | Added |
| FWL Investment Management, LLC | 28,783 | $7.32M | 4.47% | +1,026+3.7% | Added |
| Wellington Shields Capital Management, LLC | 28,817 | $7.32M | 0.94% | +1,023+3.7% | Added |