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 |
|---|---|---|---|---|---|
| Central Trust Co | 41,302 | $10.5M | 0.30% | +3,134+8.2% | Added |
| Quilter Plc | 41,235 | $10.5M | 0.27% | −7,365−15.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,642 | $10.6M | 0.57% | +7,819+23.1% | Added |
| Rothschild Investment Corp | 41,713 | $10.6M | 0.82% | +432+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 41,945 | $10.7M | 0.24% | +4,366+11.6% | Added |
| Cornerstone Advisors, LLC | 42,000 | $10.7M | 0.58% | 00.0% | Unchanged |
| Sigma Planning Corp | 42,006 | $10.7M | 0.30% | +1,452+3.6% | Added |
| Engineers Gate Manager LP | 42,343 | $10.8M | 0.48% | +41,006+3,067.0% | Added |
| AE Wealth Management LLC | 42,485 | $10.8M | 0.08% | −2,101−4.7% | Reduced |
| Moors & Cabot, Inc. | 42,652 | $10.8M | 0.67% | +1,321+3.2% | Added |
| Parallel Advisors, LLC | 42,652 | $10.8M | 0.40% | +3,550+9.1% | Added |
| Independent Advisor Alliance | 42,759 | $10.9M | 0.54% | +3,011+7.6% | Added |
| Keybank National Association | 42,955 | $10.9M | 0.04% | −59−0.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 43,000 | $10.9M | 2.60% | +43,000 | New |
| Kovitz Investment Group Partners, LLC | 43,402 | $11.0M | 0.26% | −237,698−84.6% | Reduced |
| Iyo Bank, Ltd. | 43,532 | $11.1M | 3.37% | +43,532 | New |
| Westwood Management Corp | 43,624 | $11.1M | 0.85% | +22,524+106.7% | Added |
| Deltec Asset Management LLC | 43,700 | $11.1M | 1.81% | +15,200+53.3% | Added |
| Spire Wealth Management | 43,789 | $11.1M | 0.25% | +4,490+11.4% | Added |
| Credit Agricole S A | 43,972 | $11.2M | 0.37% | +15,348+53.6% | Added |
| Covington Capital Management | 44,267 | $11.3M | 0.39% | +1,643+3.9% | Added |
| Buckingham Capital Management, Inc. | 44,411 | $11.3M | 1.75% | −1,818−3.9% | Reduced |
| Allen Investment Management LLC | 44,497 | $11.3M | 0.14% | +1,565+3.6% | Added |
| Johnson Investment Counsel Inc | 44,499 | $11.3M | 0.14% | −336−0.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 44,628 | $11.3M | 0.92% | +2,020+4.7% | Added |
| Moreno Evelyn V | 44,994 | $11.4M | 2.29% | +2,597+6.1% | Added |
| Kayak Investment Partners LLC | 45,016 | $11.4M | 4.62% | −135,301−75.0% | Reduced |
| CFM Wealth Partners LLC | 45,183 | $11.5M | 2.58% | +2,339+5.5% | Added |
| Prospera Financial Services Inc | 46,081 | $11.7M | 0.51% | +22,324+94.0% | Added |
| Progressive Investment Management Corp | 46,106 | $11.7M | 3.25% | −143−0.3% | Reduced |
| Akaris Global Partners, LP | 46,334 | $11.8M | 11.46% | +4,472+10.7% | Added |
| Thames Capital Management LLC | 46,365 | $11.8M | 2.26% | −134−0.3% | Reduced |
| Shufro Rose & Co LLC | 46,765 | $11.9M | 0.86% | −582−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 47,159 | $12.0M | 0.23% | −321−0.7% | Reduced |
| E. Ohman J:or Asset Management AB | 47,550 | $12.1M | 0.35% | +3,800+8.7% | Added |
| Calamos Wealth Management LLC | 47,607 | $12.1M | 0.88% | +240+0.5% | Added |
| Gifford Fong Associates | 47,621 | $12.1M | 2.12% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 47,842 | $12.2M | 0.42% | +1,391+3.0% | Added |
| Sequoia Financial Advisors, LLC | 48,293 | $12.3M | 0.33% | +33,150+218.9% | Added |
| AXS Investments LLC | 48,491 | $12.3M | 2.92% | +48,491 | New |
| Covington Investment Advisors Inc. | 48,589 | $12.3M | 2.52% | −274−0.6% | Reduced |
| Northstar Asset Management Inc | 49,106 | $12.5M | 3.14% | +537+1.1% | Added |
| Stillwater Capital Advisors, LLC | 49,122 | $12.5M | 1.90% | −403−0.8% | Reduced |
| Islet Management, LP | 50,000 | $12.7M | 0.70% | −50,000−50.0% | Reduced |
| Sandy Spring Bank | 50,314 | $12.8M | 0.61% | +1,555+3.2% | Added |
| Oxbow Advisors, LLC | 50,344 | $12.8M | 1.22% | +1,340+2.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50,220 | $12.8M | 3.75% | −13,301−20.9% | Reduced |
| Acadian Asset Management LLC | 50,668 | $12.9M | 0.05% | +9,447+22.9% | Added |
| Congress Asset Management Co | 50,796 | $12.9M | 0.10% | −11,870−18.9% | Reduced |
| Polar Asset Management Partners Inc. | 51,098 | $13.0M | 0.16% | −55,585−52.1% | Reduced |
| Chesley Taft & Associates LLC | 51,300 | $13.0M | 0.67% | +1,462+2.9% | Added |
| Neville Rodie & Shaw Inc | 51,622 | $13.1M | 0.93% | +1,338+2.7% | Added |
| Wealthfront Advisers LLC | 51,827 | $13.2M | 0.06% | −3,800−6.8% | Reduced |
| Banque Cantonale Vaudoise | 52,066 | $13.2M | 0.52% | +12,637+32.1% | Added |
| LGT Group Foundation | 52,072 | $13.2M | 0.34% | +52,072 | New |
| Commerce Bank | 52,087 | $13.2M | 0.09% | +3,804+7.9% | Added |
| Adell Harriman & Carpenter Inc | 52,144 | $13.3M | 1.23% | −956−1.8% | Reduced |
| Edge Wealth Management LLC | 52,195 | $13.3M | 2.43% | +9,037+20.9% | Added |
| Verition Fund Management LLC | 52,332 | $13.3M | 0.17% | +26,346+101.4% | Added |
| Philadelphia Trust Co | 53,114 | $13.5M | 0.98% | −1,604−2.9% | Reduced |
| First Horizon Advisors, Inc. | 53,791 | $13.7M | 0.41% | −746−1.4% | Reduced |
| Jasper Ridge Partners, L.P. | 54,013 | $13.7M | 0.51% | +108+0.2% | Added |
| Oppenheimer & Co Inc | 54,333 | $13.8M | 0.24% | −4,122−7.1% | Reduced |
| Coronation Fund Managers Ltd. | 55,227 | $14.0M | 0.51% | +903+1.7% | Added |
| TD Waterhouse Canada Inc. | 53,794 | $14.1M | 0.14% | +53,794 | New |
| Profund Advisors LLC | 55,615 | $14.1M | 0.46% | −2,173−3.8% | Reduced |
| Lockheed Martin Investment Management Co | 55,986 | $14.2M | 0.76% | +43,750+357.6% | Added |
| Erste Asset Management GmbH | 56,256 | $14.3M | 0.26% | +28,757+104.6% | Added |
| Crossmark Global Holdings, Inc. | 56,353 | $14.3M | 0.31% | −4,255−7.0% | Reduced |
| Quest Investment Management LLC | 56,767 | $14.4M | 1.23% | +4,193+8.0% | Added |
| Spark Investment Management LLC | 56,800 | $14.4M | 10.36% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 57,025 | $14.5M | 3.26% | −2,052−3.5% | Reduced |
| Jefferies Group LLC | 58,054 | $14.8M | 0.27% | −14,796−20.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 58,582 | $14.9M | 3.67% | +14,333+32.4% | Added |
| Mercer Global Advisors Inc | 58,676 | $14.9M | 0.09% | +4,791+8.9% | Added |
| Roffman Miller Associates Inc | 58,713 | $14.9M | 1.01% | +2,237+4.0% | Added |
| Epoch Investment Partners, Inc. | 58,776 | $14.9M | 0.08% | +58,776 | New |
| New Mexico Educational Retirement Board | 59,386 | $15.1M | 0.51% | −3,800−6.0% | Reduced |
| Braun Stacey Associates Inc | 59,549 | $15.1M | 0.55% | +59,549 | New |
| Jones Financial Companies LLLP | 59,627 | $15.2M | 0.02% | +424+0.7% | Added |
| Liontrust Investment Partners LLP | 59,700 | $15.2M | 0.18% | +34,300+135.0% | Added |
| Eagle Global Advisors LLC | 59,869 | $15.2M | 0.96% | −719−1.2% | Reduced |
| Pacer Advisors, Inc. | 59,903 | $15.2M | 0.16% | +7,813+15.0% | Added |
| TPI Fund Managers Ltd | 60,029 | $15.3M | 1.88% | +24,648+69.7% | Added |
| Kentucky Retirement Systems | 60,713 | $15.4M | 0.63% | +4,710+8.4% | Added |
| Lyell Wealth Management, LP | 60,730 | $15.4M | 1.76% | +812+1.4% | Added |
| Old National Bancorp | 60,915 | $15.5M | 0.55% | +123+0.2% | Added |
| Louisiana State Employees Retirement System | 61,400 | $15.6M | 0.34% | +900+1.5% | Added |
| Sit Investment Associates Inc | 62,122 | $15.8M | 0.37% | +3,660+6.3% | Added |
| Private Advisor Group, LLC | 62,758 | $15.9M | 0.12% | −20,545−24.7% | Reduced |
| Cetera Advisor Networks LLC | 62,991 | $16.0M | 0.20% | −2,022−3.1% | Reduced |
| Washington Trust Co | 63,040 | $16.0M | 0.60% | +210+0.3% | Added |
| Roosevelt Investment Group LLC | 63,145 | $16.0M | 0.89% | +1,101+1.8% | Added |
| Wolverine Trading, LLC | 62,981 | $16.1M | 0.22% | −26,499−29.6% | Reduced |
| MAI Capital Management | 63,774 | $16.2M | 0.26% | +51,159+405.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 64,536 | $16.4M | 2.03% | +8,800+15.8% | Added |
| Synovus Financial Corp | 64,978 | $16.5M | 0.16% | −540−0.8% | Reduced |
| Davidson Investment Advisors | 65,522 | $16.7M | 1.19% | −197−0.3% | Reduced |
| Thomasville National Bank | 65,526 | $16.7M | 1.59% | +244+0.4% | Added |
| Boston Family Office LLC | 66,634 | $16.9M | 1.10% | +1,632+2.5% | Added |