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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 28,830 | $7.33M | 0.97% | +19,660+214.4% | Added |
| Jupiter Asset Management Ltd | 28,848 | $7.36M | 0.08% | +28,848 | New |
| Community Trust & Investment Co | 29,072 | $7.39M | 0.57% | +29,072 | New |
| Gluskin Sheff & Assoc Inc | 29,187 | $7.42M | 0.31% | +8,710+42.5% | Added |
| DuPont Capital Management Corp | 29,625 | $7.53M | 0.27% | −9,686−24.6% | Reduced |
| IndexIQ Advisors LLC | 29,664 | $7.54M | 0.25% | +37+0.1% | Added |
| Selective Wealth Management, Inc. | 29,666 | $7.54M | 3.08% | +2,014+7.3% | Added |
| Webster Bank, N. A. | 29,923 | $7.61M | 0.79% | −870−2.8% | Reduced |
| Oak Harvest Investment Services | 29,976 | $7.62M | 1.89% | +416+1.4% | Added |
| Cozad Asset Management Inc | 30,160 | $7.67M | 1.09% | −1,405−4.5% | Reduced |
| Wolf Group Capital Advisors | 30,300 | $7.70M | 1.26% | +20,382+205.5% | Added |
| De Burlo Group Inc | 30,357 | $7.71M | 1.12% | −500−1.6% | Reduced |
| Paloma Partners Management Co | 30,413 | $7.73M | 0.25% | +30,413 | New |
| Harbor Capital Advisors, Inc. | 30,866 | $7.84M | 2.86% | +30,866 | New |
| Codex Capital, L.L.C. | 31,000 | $7.87M | 4.10% | −1,650−5.1% | Reduced |
| Hickory Lane Capital Management LP | 31,000 | $7.88M | 5.27% | +500+1.6% | Added |
| Sepio Capital, LP | 31,103 | $7.90M | 0.59% | −667−2.1% | Reduced |
| AlphaCrest Capital Management LLC | 31,127 | $7.91M | 0.29% | +26,827+623.9% | Added |
| Whittier Trust Co of Nevada Inc | 31,320 | $7.96M | 0.29% | +877+2.9% | Added |
| Goodman Advisory Group, LLC | 31,412 | $7.98M | 2.69% | +31,412 | New |
| Ethic Inc. | 31,464 | $8.00M | 0.62% | +4,337+16.0% | Added |
| Baker Tilly Wealth Management, LLC | 31,821 | $8.09M | 0.87% | +2,715+9.3% | Added |
| Captrust Financial Advisors | 31,836 | $8.09M | 0.06% | +4,658+17.1% | Added |
| Kestra Private Wealth Services, LLC | 31,913 | $8.11M | 0.39% | −318−1.0% | Reduced |
| Toroso Investments, LLC | 31,917 | $8.11M | 0.25% | +4,035+14.5% | Added |
| Alpha Cubed Investments, LLC | 32,098 | $8.16M | 0.53% | −7,515−19.0% | Reduced |
| Stratos Wealth Partners, LTD. | 32,149 | $8.17M | 0.18% | +833+2.7% | Added |
| St Germain D J Co Inc | 32,318 | $8.21M | 0.45% | +926+2.9% | Added |
| Cambridge Financial Group, Inc. | 32,364 | $8.22M | 3.23% | +480+1.5% | Added |
| Alerus Financial NA | 32,370 | $8.23M | 0.67% | +868+2.8% | Added |
| Harbor Investment Advisory, LLC | 32,382 | $8.23M | 1.04% | +60+0.2% | Added |
| Capital Fund Management S.A. | 32,434 | $8.24M | 0.21% | +32,434 | New |
| Cypress Capital Group | 32,554 | $8.27M | 1.04% | −232−0.7% | Reduced |
| Carroll Investors, Inc | 32,946 | $8.30M | 4.71% | +32,946 | New |
| Dixon Hubard Feinour & Brown Inc | 32,677 | $8.30M | 0.80% | +31,099+1,970.8% | Added |
| Melqart Asset Management (UK) Ltd | 32,700 | $8.31M | 0.47% | −154,904−82.6% | Reduced |
| Cutler Group LP | 32,812 | $8.34M | 0.57% | +21,618+193.1% | Added |
| Fiduciary Trust Co | 32,857 | $8.35M | 0.14% | +1,008+3.2% | Added |
| Avantax Advisory Services, Inc. | 32,936 | $8.37M | 0.13% | +1,541+4.9% | Added |
| Gotham Asset Management, LLC | 33,236 | $8.45M | 0.27% | +18,524+125.9% | Added |
| Hancock Whitney Corp | 33,249 | $8.45M | 0.27% | −29,499−47.0% | Reduced |
| Fiduciary Group LLC | 33,263 | $8.45M | 0.94% | +1,876+6.0% | Added |
| National Asset Management, Inc. | 33,437 | $8.50M | 0.24% | +3,523+11.8% | Added |
| Private Asset Management Inc | 33,469 | $8.51M | 1.04% | +3,879+13.1% | Added |
| Castleview Partners, LLC | 2,166,204 | $8.52M | 0.07% | +2,166,204 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 33,563 | $8.53M | 0.31% | −17,038−33.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 33,690 | $8.56M | 0.40% | −1,870−5.3% | Reduced |
| Boston Common Asset Management, LLC | 33,728 | $8.57M | 0.35% | −670−1.9% | Reduced |
| Raymond James Trust N.A. | 33,980 | $8.63M | 0.26% | +1,141+3.5% | Added |
| Hudson Valley Investment Advisors Inc | 33,986 | $8.64M | 1.35% | +1,192+3.6% | Added |
| Permanens Capital L.P. | 34,076 | $8.66M | 1.36% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 34,212 | $8.69M | 0.08% | +12,245+55.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 34,252 | $8.70M | 0.41% | +22,084+181.5% | Added |
| Dash Acquisitions Inc. | 34,294 | $8.71M | 3.78% | +7,433+27.7% | Added |
| Karp Capital Management Corp | 34,394 | $8.74M | 1.10% | +4,357+14.5% | Added |
| Orion Portfolio Solutions, LLC | 34,469 | $8.76M | 0.29% | +2,918+9.2% | Added |
| Trust Co of Vermont | 34,489 | $8.77M | 0.55% | +528+1.6% | Added |
| Beacon Pointe Advisors, LLC | 34,494 | $8.77M | 0.23% | −31,733−47.9% | Reduced |
| Seven Post Investment Office LP | 34,629 | $8.80M | 2.38% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 34,733 | $8.83M | 2.85% | +197+0.6% | Added |
| Foster Victor Wealth Advisors, LLC | 37,161 | $8.84M | 1.20% | +2,581+7.5% | Added |
| Mizuho Markets Cayman LP | 34,779 | $8.84M | 0.90% | +25,545+276.6% | Added |
| Means Investment Co., Inc. | 34,826 | $8.85M | 1.58% | −208−0.6% | Reduced |
| First Sabrepoint Capital Management LP | 35,000 | $8.89M | 2.58% | −15,000−30.0% | Reduced |
| Exchange Capital Management, Inc. | 35,466 | $9.01M | 1.64% | +520+1.5% | Added |
| Andra AP-fonden | 35,598 | $9.05M | 0.18% | +5,400+17.9% | Added |
| Bank Hapoalim BM | 35,662 | $9.06M | 0.91% | −75−0.2% | Reduced |
| Private Capital Advisors, Inc. | 35,928 | $9.13M | 1.46% | +35,928 | New |
| Highland Capital Management, LLC | 35,957 | $9.14M | 0.52% | +2,801+8.4% | Added |
| Motco | 36,120 | $9.18M | 0.57% | −507−1.4% | Reduced |
| Novare Capital Management LLC | 36,498 | $9.28M | 0.94% | +689+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 36,518 | $9.28M | 0.09% | +9,391+34.6% | Added |
| Regentatlantic Capital LLC | 36,605 | $9.30M | 0.26% | +639+1.8% | Added |
| First National Trust Co | 36,615 | $9.30M | 0.49% | −6,529−15.1% | Reduced |
| Grassi Investment Management | 36,746 | $9.34M | 0.94% | +250+0.7% | Added |
| Cetera Investment Advisers | 36,885 | $9.37M | 0.13% | +1,005+2.8% | Added |
| Perigon Wealth Management, LLC | 36,974 | $9.40M | 0.67% | −883−2.3% | Reduced |
| IMC-Chicago, LLC | 37,026 | $9.41M | 0.38% | −23,409−38.7% | Reduced |
| Polaris Wealth Advisory Group, LLC | 37,122 | $9.43M | 0.54% | −429−1.1% | Reduced |
| Autus Asset Management, LLC | 37,310 | $9.48M | 0.95% | +380+1.0% | Added |
| Cresset Asset Management, LLC | 37,549 | $9.54M | 0.09% | +5,305+16.5% | Added |
| Exencial Wealth Advisors, LLC | 37,688 | $9.58M | 0.46% | −12,510−24.9% | Reduced |
| Ashfield Capital Partners, LLC | 37,868 | $9.62M | 0.62% | +5,872+18.4% | Added |
| NFJ Investment Group, LLC | 38,362 | $9.75M | 0.18% | −177−0.5% | Reduced |
| Crossvault Capital Management LLC | 38,391 | $9.76M | 2.93% | +1,260+3.4% | Added |
| Wedbush Securities Inc | 38,549 | $9.80M | 0.42% | −306−0.8% | Reduced |
| Kemnay Advisory Services Inc. | 38,679 | $9.83M | 1.38% | −6,358−14.1% | Reduced |
| Sand Hill Global Advisors, LLC | 39,137 | $9.95M | 0.56% | −331−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 39,267 | $9.98M | 0.34% | +5,157+15.1% | Added |
| Xcel Wealth Management, LLC | 39,350 | $10.0M | 2.57% | +320+0.8% | Added |
| Parsons Capital Management Inc | 39,446 | $10.0M | 0.72% | +478+1.2% | Added |
| Evercore Wealth Management, LLC | 39,489 | $10.0M | 0.16% | −370−0.9% | Reduced |
| HAP Trading, LLC | 39,530 | $10.0M | 0.70% | +39,530 | New |
| Marco Investment Management LLC | 39,731 | $10.1M | 0.99% | +3,242+8.9% | Added |
| Bank of the West | 39,922 | $10.1M | 0.96% | −1,035−2.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 40,000 | $10.2M | 1.15% | +40,000 | New |
| Knights of Columbus Asset Advisors LLC | 40,561 | $10.3M | 0.83% | +13,041+47.4% | Added |
| Advisory Services Network, LLC | 40,603 | $10.3M | 0.30% | +2,530+6.6% | Added |
| Kinneret Advisory, LLC | 40,882 | $10.4M | 1.08% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 41,061 | $10.4M | 0.36% | +52+0.1% | Added |