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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 67,160 | $17.1M | 0.59% | −41,442−38.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 67,291 | $17.1M | 1.27% | +1,708+2.6% | Added |
| Azimuth Capital Management LLC | 67,302 | $17.1M | 0.69% | +26,391+64.5% | Added |
| Equitable Trust Co | 68,357 | $17.4M | 1.07% | +1,646+2.5% | Added |
| Allstate Corp | 68,769 | $17.5M | 0.33% | +47,801+228.0% | Added |
| Freestone Capital Holdings, LLC | 69,201 | $17.6M | 0.74% | +5,788+9.1% | Added |
| Jackson Wealth Management, LLC | 70,342 | $17.9M | 2.26% | +813+1.2% | Added |
| Bokf, NA | 71,066 | $18.1M | 0.28% | +4,177+6.2% | Added |
| Trybe Capital Management LP | 71,170 | $18.1M | 9.54% | +24,786+53.4% | Added |
| Unigestion Holding SA | 71,344 | $18.1M | 0.74% | +71,344 | New |
| Beacon Investment Advisory Services, Inc. | 71,733 | $18.2M | 0.71% | +988+1.4% | Added |
| Maryland State Retirement & Pension System | 71,835 | $18.3M | 0.48% | +1,372+1.9% | Added |
| Cullinan Associates Inc | 72,744 | $18.5M | 0.94% | −1,520−2.0% | Reduced |
| Kerrisdale Advisers, LLC | 73,377 | $18.6M | 3.85% | −53,936−42.4% | Reduced |
| Atria Investments LLC | 73,384 | $18.6M | 0.33% | +6,894+10.4% | Added |
| South Street Advisors LLC | 73,637 | $18.7M | 3.28% | −51−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 73,779 | $18.7M | 0.52% | +6,124+9.1% | Added |
| Cornerstone Capital, Inc. | 73,939 | $18.8M | 2.00% | +45+0.1% | Added |
| Spearhead Capital Advisors, LLC | 74,286 | $18.9M | 2.28% | +1,326+1.8% | Added |
| Whittier Trust Co | 74,391 | $18.9M | 0.31% | +332+0.4% | Added |
| Baader Bank INC | 74,507 | $18.9M | 1.49% | +74,507 | New |
| Huntington National Bank | 74,736 | $19.0M | 0.17% | +2,778+3.9% | Added |
| Industrial Alliance Investment Management Inc. | 75,300 | $19.1M | 0.44% | +75,300 | New |
| Orbis Allan Gray Ltd | 75,468 | $19.2M | 0.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 76,168 | $19.4M | 1.04% | +76,168 | New |
| Bedrijfstakpensioenfonds Voor de Media Pno | 87,000 | $19.4M | 2.14% | 00.0% | Unchanged |
| Cerity Partners LLC | 76,896 | $19.5M | 0.30% | +5,068+7.1% | Added |
| Forbes J M & Co LLP | 77,017 | $19.6M | 2.25% | −20,722−21.2% | Reduced |
| Bridgecreek Investment Management, LLC | 77,914 | $19.8M | 2.70% | +350+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 77,956 | $19.8M | 1.09% | +77,956 | New |
| Cetera Advisors LLC | 78,053 | $19.8M | 0.40% | −4,154−5.1% | Reduced |
| Harvest Fund Management Co., Ltd | 78,168 | $20.0M | 3.38% | +495+0.6% | Added |
| Kestra Advisory Services, LLC | 78,684 | $20.0M | 0.20% | −310−0.4% | Reduced |
| CTC LLC | 78,689 | $20.0M | 0.46% | +76,374+3,299.1% | Added |
| Oregon Public Employees Retirement Fund | 78,782 | $20.0M | 0.22% | +432+0.6% | Added |
| MMBG Investment Advisors Co. | 78,919 | $20.1M | 1.93% | +78,919 | New |
| Cortland Associates Inc | 79,457 | $20.2M | 2.10% | +1,482+1.9% | Added |
| Paragon Capital Management Ltd | 79,809 | $20.3M | 3.25% | +130.0% | Added |
| Lido Advisors, LLC | 80,824 | $20.5M | 0.39% | +17,577+27.8% | Added |
| SG Americas Securities, LLC | 82,305 | $20.9M | 0.14% | +10,930+15.3% | Added |
| Bradley Foster & Sargent Inc | 82,469 | $21.0M | 0.43% | +1,119+1.4% | Added |
| Bridges Investment Management Inc | 82,671 | $21.0M | 0.61% | −540−0.6% | Reduced |
| Securian Asset Management, Inc | 83,088 | $21.1M | 0.39% | −1,159−1.4% | Reduced |
| Chilton Capital Management LLC | 83,095 | $21.1M | 1.08% | +5,071+6.5% | Added |
| Doyle Wealth Management | 83,286 | $21.2M | 1.52% | +562+0.7% | Added |
| Park Presidio Capital LLC | 83,830 | $21.3M | 2.04% | +83,830 | New |
| Oak Associates, Ltd | 83,878 | $21.3M | 1.14% | +11,707+16.2% | Added |
| Twinbeech Capital LP | 84,463 | $21.5M | 1.22% | +82,134+3,526.6% | Added |
| Armistice Capital, LLC | 85,000 | $21.6M | 0.53% | +45,000+112.5% | Added |
| Front Barnett Associates LLC | 85,050 | $21.6M | 2.02% | −375−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 85,411 | $21.7M | 0.47% | +16,143+23.3% | Added |
| Franklin Street Advisors Inc | 87,261 | $22.2M | 1.68% | +2,004+2.4% | Added |
| Middleton & Co Inc | 87,581 | $22.3M | 2.17% | −783−0.9% | Reduced |
| MML Investors Services, LLC | 88,234 | $22.4M | 0.16% | +8,024+10.0% | Added |
| Financial Counselors Inc | 89,002 | $22.6M | 0.46% | −7,954−8.2% | Reduced |
| MayTech Global Investments, LLC | 89,441 | $22.7M | 4.58% | +975+1.1% | Added |
| Squarepoint Ops LLC | 91,928 | $23.4M | 0.11% | −53,464−36.8% | Reduced |
| PEAK6 Investments LLC | 93,265 | $23.7M | 0.66% | −7,932−7.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 93,271 | $23.7M | 3.00% | −1,577−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 93,667 | $23.8M | 0.41% | +52,873+129.6% | Added |
| Pittenger & Anderson Inc | 94,202 | $23.9M | 1.11% | +390+0.4% | Added |
| Qube Research & Technologies Ltd | 96,505 | $24.5M | 0.19% | +17,130+21.6% | Added |
| Greenleaf Trust | 97,323 | $24.7M | 0.29% | +9,414+10.7% | Added |
| Shell Asset Management Co | 97,450 | $24.8M | 0.51% | +12,571+14.8% | Added |
| Zacks Investment Management | 97,657 | $24.8M | 0.35% | +2,897+3.1% | Added |
| Simplex Trading, LLC | 97,902 | $24.9M | 0.82% | +97,852+195,704.0% | Added |
| Waverton Investment Management Ltd | 98,560 | $25.0M | 0.79% | −17,776−15.3% | Reduced |
| Granite Investment Partners, LLC | 99,509 | $25.3M | 0.74% | +2,831+2.9% | Added |
| NS Partners Ltd | 100,894 | $25.6M | 1.20% | +570+0.6% | Added |
| Border to Coast Pensions Partnership Ltd | 101,447 | $25.8M | 0.87% | 00.0% | Unchanged |
| Hartford Investment Management Co | 101,410 | $25.8M | 0.59% | +8,639+9.3% | Added |
| Boston Private Wealth LLC | 101,740 | $25.9M | 0.42% | +4,764+4.9% | Added |
| AO Asset Management, LP | 102,600 | $26.1M | 2.54% | −103,200−50.1% | Reduced |
| Tredje AP-fonden | 102,696 | $26.1M | 0.51% | +5,935+6.1% | Added |
| Global Endowment Management, LP | 106,123 | $27.0M | 1.97% | +19,720+22.8% | Added |
| Aristotle Atlantic Partners, LLC | 107,789 | $27.4M | 1.59% | +385+0.4% | Added |
| Virginia Retirement Systems Et Al | 108,700 | $27.6M | 0.25% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 109,207 | $27.8M | 0.40% | −16,444−13.1% | Reduced |
| CWM, LLC | 109,251 | $27.8M | 0.20% | +109,251 | New |
| Norinchukin Bank, The | 109,383 | $27.8M | 0.35% | −2,523−2.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 110,147 | $28.0M | 0.91% | +1,818+1.7% | Added |
| Creative Planning | 110,225 | $28.0M | 0.05% | +2,634+2.4% | Added |
| Sandler Capital Management | 110,647 | $28.1M | 3.55% | −42,635−27.8% | Reduced |
| Vancity Investment Management Ltd | 111,791 | $28.4M | 3.26% | +12,382+12.5% | Added |
| Klingenstein Fields & Co LP | 111,841 | $28.4M | 1.14% | −472−0.4% | Reduced |
| Connectus Wealth, LLC | 112,128 | $28.5M | 1.10% | +112,128 | New |
| Varma Mutual Pension Insurance Co | 112,671 | $28.6M | 0.42% | −50,000−30.7% | Reduced |
| Artemis Investment Management LLP | 114,401 | $29.0M | 0.21% | −33,667−22.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 114,260 | $29.0M | 0.37% | +14,288+14.3% | Added |
| ClariVest Asset Management LLC | 116,139 | $29.5M | 0.91% | −3,009−2.5% | Reduced |
| Metropolitan Life Insurance Co | 118,178 | $30.0M | 0.41% | −1,420−1.2% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 120,000 | $30.5M | 1.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 120,627 | $30.7M | 0.30% | −69,837−36.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 122,213 | $31.1M | 0.91% | +51,624+73.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,882 | $31.2M | 0.33% | +1,133+0.9% | Added |
| Sycomore Asset Management | 123,313 | $31.4M | 4.84% | +7,893+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,471 | $31.5M | 0.42% | +35,211+39.9% | Added |
| Wesbanco Bank Inc | 124,370 | $31.6M | 1.14% | +155+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $31.8M | 0.37% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 125,104 | $31.8M | 0.75% | +5,693+4.8% | Added |