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; 2,492 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
- +205 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
- 133
- 691 more reduced
37 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Tacita Capital Inc | 174 | $44.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 179 | $45.0K | 0.01% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 200 | $50.0K | 0.05% | +200 | New |
| Aspire Private Capital, LLC | 200 | $51.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 206 | $52.0K | 0.01% | −80−28.0% | Reduced |
| Vigilant Capital Management, LLC | 210 | $53.0K | 0.00% | −16−7.1% | Reduced |
| Rise Advisors, LLC | 210 | $53.4K | 0.05% | +210 | New |
| Capital Advisors, Ltd. LLC | 211 | $54.0K | 0.01% | +111+111.0% | Added |
| Investmark Advisory Group LLC | 223 | $56.0K | 0.05% | +223 | New |
| Clearview Wealth Advisors LLC | 225 | $57.0K | 0.03% | −15−6.3% | Reduced |
| Delta Asset Management LLC | 234 | $59.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 247 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 257 | $65.0K | 0.01% | −2−0.8% | Reduced |
| Curi Capital | 258 | $65.0K | 0.01% | +258 | New |
| Hartford Financial Management Inc. | 259 | $66.0K | 0.02% | −6−2.3% | Reduced |
| Tower View Investment Management & Research LLC | 260 | $66.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 258 | $66.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 260 | $66.0K | 0.04% | +260 | New |
| Truehand, Inc | 268 | $68.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 273 | $69.0K | 0.02% | +2+0.7% | Added |
| Perkins Coie Trust Co | 274 | $70.0K | 0.02% | −13−4.5% | Reduced |
| Cohen & Steers, Inc. | 279 | $71.0K | 0.00% | +7+2.6% | Added |
| Sittner & Nelson, LLC | 281 | $71.0K | 0.04% | +51+22.2% | Added |
| Delos Wealth Advisors, LLC | 286 | $73.0K | 0.07% | +242+550.0% | Added |
| Wealthstreet Investment Advisors, LLC | 290 | $74.0K | 1.83% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $76.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $76.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 300 | $76.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 298 | $76.0K | 0.02% | +129+76.3% | Added |
| Core Alternative Capital | 302 | $77.0K | 0.02% | +225+292.2% | Added |
| Estate Counselors, LLC | 308 | $78.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 377 | $79.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $79.0K | 0.06% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 324 | $82.0K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 331 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 330 | $84.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 329 | $84.0K | 0.03% | +125+61.3% | Added |
| Estabrook Capital Management | 331 | $84.1K | 0.01% | +231+231.0% | Added |
| Emerald Advisers, LLC | 335 | $85.0K | 0.00% | +335 | New |
| McIlrath & Eck, LLC | 337 | $86.0K | 0.02% | −15−4.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 352 | $89.0K | 0.05% | +352 | New |
| Lenox Wealth Advisors, LLC | 355 | $90.0K | 0.01% | −80−18.4% | Reduced |
| Activest Wealth Management | 368 | $93.0K | 0.06% | +108+41.5% | Added |
| Ahrens Investment Partners LLC | 365 | $93.0K | 0.04% | +365 | New |
| Fortis Advisors, LLC | 373 | $95.0K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 376 | $96.0K | 0.07% | +105+38.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 378 | $96.0K | 0.01% | +227+150.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 380 | $97.0K | 0.05% | −10−2.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 380 | $97.0K | 0.04% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 387 | $98.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 393 | $100.0K | 0.12% | +393 | New |
| Stephenson National Bank & Trust | 397 | $101.0K | 0.06% | +309+351.1% | Added |
| WFA Asset Management Corp | 400 | $101.7K | 0.07% | +400 | New |
| Hall Laurie J Trustee | 415 | $105.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 415 | $105.0K | 0.03% | +10+2.5% | Added |
| Rosenberg Matthew Hamilton | 412 | $105.0K | 0.04% | +287+229.6% | Added |
| Financial Connections Group, Inc. | 416 | $105.0K | 0.10% | +416 | New |
| Financial Avengers, Inc. | 418 | $106.0K | 0.07% | −1,343−76.3% | Reduced |
| Islay Capital Management, LLC | 416 | $106.0K | 0.08% | −1,133−73.1% | Reduced |
| Bell Investment Advisors, Inc | 423 | $107.0K | 0.03% | +7+1.7% | Added |
| Johnson Financial Group, Inc. | 426 | $108.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 430 | $109.0K | 0.02% | +430 | New |
| LeJeune Puetz Investment Counsel LLC | 434 | $110.0K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 436 | $111.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 439 | $111.0K | 0.04% | +439 | New |
| Covestor Ltd | 435 | $111.0K | 0.16% | +435 | New |
| Manchester Capital Management LLC | 441 | $112.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 445 | $113.0K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 454 | $115.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 454 | $116.0K | 0.08% | −466−50.7% | Reduced |
| S.A. Mason LLC | 458 | $116.0K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 457 | $116.0K | 0.07% | +457 | New |
| Hanson & Doremus Investment Management | 465 | $118.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 475 | $120.0K | 0.06% | +475 | New |
| RWM Asset Management, LLC | 487 | $124.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 497 | $126.0K | 0.04% | +30+6.4% | Added |
| Hudock, Inc. | 501 | $127.0K | 0.04% | −86−14.7% | Reduced |
| Hoertkorn Richard Charles | 500 | $127.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 505 | $128.0K | 0.10% | −6−1.2% | Reduced |
| Logan Capital Management Inc | 509 | $129.0K | 0.01% | +14+2.8% | Added |
| JFS Wealth Advisors, LLC | 513 | $130.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 525 | $133.0K | 0.01% | −32−5.7% | Reduced |
| Vestor Capital, LLC | 525 | $133.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 525 | $133.0K | 0.08% | +525 | New |
| Blue Chip Partners, Inc. | 530 | $135.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 533 | $135.0K | 0.02% | +32+6.4% | Added |
| RPg Family Wealth Advisory, LLC | 537 | $136.5K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 538 | $137.0K | 0.00% | −209−28.0% | Reduced |
| Kessler Investment Group, LLC | 554 | $141.0K | 0.08% | +54+10.8% | Added |
| Arcadia Investment Management Corp | 560 | $142.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 712 | $143.0K | 0.09% | −34−4.6% | Reduced |
| West Paces Advisors Inc. | 575 | $146.1K | 0.05% | +65+12.7% | Added |
| Tobam | 577 | $147.0K | 0.01% | −205−26.2% | Reduced |
| First Command Bank | 551 | $149.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 590 | $150.0K | 0.02% | −75−11.3% | Reduced |
| Optimum Investment Advisors | 600 | $152.0K | 0.06% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $152.0K | 0.05% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 600 | $152.0K | 0.08% | +600 | New |
| HHM Wealth Advisors, LLC | 624 | $159.0K | 0.04% | −200−24.3% | Reduced |
| Monolith Advisors | 633 | $161.0K | 0.13% | +633 | New |