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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 125,268 | $31.8M | 1.26% | +2,293+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 125,387 | $31.9M | 0.48% | +10,647+9.3% | Added |
| Comerica Bank | 148,666 | $32.0M | 0.24% | −8,956−5.7% | Reduced |
| CIBC Asset Management Inc | 126,637 | $32.2M | 0.12% | +6,434+5.4% | Added |
| Daiwa Securities Group Inc. | 106,011 | $32.3M | 0.19% | −13,549−11.3% | Reduced |
| Factory Mutual Insurance Co | 153,700 | $32.4M | 0.47% | −36,400−19.1% | Reduced |
| IFM Investors Pty Ltd | 128,207 | $32.6M | 0.60% | +128,207 | New |
| APG Asset Management N.V. | 146,703 | $32.8M | 0.06% | −38,400−20.7% | Reduced |
| United Capital Financial Advisers, LLC | 129,167 | $32.8M | 0.15% | +17,003+15.2% | Added |
| Mutual of America Capital Management LLC | 129,262 | $32.8M | 0.33% | +1,806+1.4% | Added |
| Twin Tree Management, LP | 129,543 | $32.9M | 0.80% | +62,732+93.9% | Added |
| Xponance, Inc. | 129,865 | $33.0M | 0.52% | +14,720+12.8% | Added |
| KCL Capital, L.P. | 130,830 | $33.2M | 4.56% | +63,330+93.8% | Added |
| Tokio Marine Asset Management Co Ltd | 131,017 | $33.3M | 2.63% | +2,648+2.1% | Added |
| Ithaka Group LLC | 131,503 | $33.4M | 4.07% | −2,621−2.0% | Reduced |
| Maryland Capital Management | 132,363 | $33.6M | 1.82% | +2,409+1.9% | Added |
| Crosslink Capital Inc | 133,545 | $33.9M | 5.37% | −61,371−31.5% | Reduced |
| Lannebo Fonder AB | 135,000 | $34.3M | 4.12% | −30,000−18.2% | Reduced |
| Texas Permanent School Fund | 135,032 | $34.3M | 0.42% | −15,053−10.0% | Reduced |
| Tiaa, FSB | 135,416 | $34.3M | 0.11% | +18,906+16.2% | Added |
| HHR Asset Management, LLC | 135,388 | $34.4M | 4.10% | −26,243−16.2% | Reduced |
| Westpac Banking Corp | 136,486 | $34.7M | 0.36% | −5,820−4.1% | Reduced |
| Glenmede Trust Co NA | 137,449 | $34.9M | 0.17% | +38,579+39.0% | Added |
| Yousif Capital Management, LLC | 139,056 | $35.3M | 0.37% | +139,056 | New |
| Snowhook Capital Management LP | 140,658 | $35.7M | 7.99% | +140,658 | New |
| Regions Financial Corp | 141,272 | $35.9M | 0.28% | +31,923+29.2% | Added |
| Stephens Inc | 141,529 | $36.0M | 0.54% | +660.0% | Added |
| Gilder Gagnon Howe & Co LLC | 141,600 | $36.0M | 0.20% | −961−0.7% | Reduced |
| State of Alaska, Department of Revenue | 141,643 | $36.0M | 0.35% | −7,460−5.0% | Reduced |
| Aureus Asset Management, LLC | 141,724 | $36.0M | 2.22% | +553+0.4% | Added |
| Heritage Investors Management Corp | 141,816 | $36.0M | 1.40% | +3,030+2.2% | Added |
| Leonteq Securities AG | 141,889 | $36.1M | 1.63% | +74,463+110.4% | Added |
| M&T Bank Corp | 143,333 | $36.4M | 0.15% | +561+0.4% | Added |
| Zeke Capital Advisors, LLC | 144,151 | $36.6M | 2.14% | +18,750+15.0% | Added |
| Mackay Shields LLC | 146,296 | $37.2M | 0.31% | −2,209−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 147,088 | $37.4M | 0.08% | −41,355−21.9% | Reduced |
| Cambridge Trust Co | 147,311 | $37.4M | 1.21% | +1,107+0.8% | Added |
| Umb Bank N A | 149,143 | $37.9M | 0.48% | +13,096+9.6% | Added |
| Employees Provident Fund Board | 150,000 | $38.1M | 0.63% | −111,768−42.7% | Reduced |
| Murchinson Ltd. | 150,000 | $38.1M | 3.62% | +150,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 153,171 | $38.9M | 0.81% | +6,928+4.7% | Added |
| AQR Capital Management LLC | 155,850 | $39.6M | 0.07% | +7,038+4.7% | Added |
| Swiss Life Asset Management Ltd | 155,874 | $39.6M | 0.51% | −4,642−2.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 157,046 | $39.9M | 0.59% | +46,046+41.5% | Added |
| NN Investment Partners Holdings N.V. | 158,484 | $40.3M | 0.20% | −81−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 159,002 | $40.4M | 0.50% | +3,119+2.0% | Added |
| MIG Capital, LLC | 161,114 | $40.9M | 4.08% | −22,370−12.2% | Reduced |
| Summitry LLC | 161,880 | $41.1M | 2.40% | +2,990+1.9% | Added |
| Hollencrest Capital Management | 164,487 | $41.8M | 3.29% | −4,910−2.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 164,826 | $41.9M | 2.10% | +42,949+35.2% | Added |
| Gulf International Bank (UK) Ltd | 164,868 | $41.9M | 0.59% | −33,296−16.8% | Reduced |
| Hantz Financial Services, Inc. | 164,977 | $41.9M | 1.21% | +9,777+6.3% | Added |
| La Financiere de L'Echiquier | 166,967 | $42.4M | 1.43% | −33,709−16.8% | Reduced |
| Vontobel Holding Ltd. | 166,882 | $42.6M | 0.35% | −8,856−5.0% | Reduced |
| Crestwood Advisors Group LLC | 169,008 | $43.0M | 1.12% | +3,234+2.0% | Added |
| Utah Retirement Systems | 170,832 | $43.4M | 0.54% | +3,546+2.1% | Added |
| British Columbia Investment Management Corp | 172,162 | $43.8M | 0.25% | −7,508−4.2% | Reduced |
| Valiant Capital Management, L.P. | 174,000 | $44.2M | 6.23% | −40,300−18.8% | Reduced |
| DnB Asset Management AS | 175,780 | $44.7M | 0.26% | +11,038+6.7% | Added |
| Impax Asset Management Group plc | 176,056 | $44.7M | 0.16% | +7,879+4.7% | Added |
| Nisa Investment Advisors, LLC | 192,788 | $44.8M | 0.34% | −8,302−4.1% | Reduced |
| Harbor Spring Capital, LLC | 176,600 | $44.9M | 6.30% | −18,400−9.4% | Reduced |
| Petrus Trust Company, LTA | 177,881 | $45.2M | 5.28% | +150+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 178,026 | $45.2M | 0.20% | +6,026+3.5% | Added |
| WestEnd Advisors, LLC | 186,096 | $47.3M | 1.29% | – | – |
| Oribel Capital Management, LP | 187,200 | $47.6M | 3.94% | +113,900+155.4% | Added |
| RMB Capital Management, LLC | 189,164 | $48.1M | 1.45% | +10,304+5.8% | Added |
| TownSquare Capital, LLC | 190,081 | $48.3M | 1.21% | +31,727+20.0% | Added |
| Tocqueville Asset Management L.P. | 190,815 | $48.5M | 0.67% | +4,232+2.3% | Added |
| Boothbay Fund Management, LLC | 193,752 | $49.2M | 1.63% | +172,352+805.4% | Added |
| Mogy Joel R Investment Counsel Inc | 194,582 | $49.4M | 3.54% | +1,398+0.7% | Added |
| Employees Retirement System of Texas | 196,700 | $50.0M | 0.56% | +9,000+4.8% | Added |
| Covea Finance | 196,898 | $50.0M | 4.38% | +196,898 | New |
| Obermeyer Wood Investment Counsel, LLLP | 197,163 | $50.1M | 2.68% | +968+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 199,628 | $50.7M | 0.96% | −11,250−5.3% | Reduced |
| CIBC World Markets Inc. | 199,750 | $50.8M | 0.17% | +6,023+3.1% | Added |
| Clear Street LLC | 200,000 | $50.8M | 1.40% | +200,000 | New |
| The PNC Financial Services Group, Inc. | 201,257 | $51.1M | 0.04% | +41,531+26.0% | Added |
| Alberta Investment Management Corp | 201,271 | $51.1M | 0.31% | +174,871+662.4% | Added |
| Ami Asset Management Corp | 201,712 | $51.3M | 2.48% | +539+0.3% | Added |
| Point72 Asset Management, L.P. | 205,100 | $52.1M | 0.23% | −1,767,227−89.6% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 206,201 | $52.4M | 6.10% | +68,274+49.5% | Added |
| ING Groep NV | 206,442 | $52.5M | 0.47% | −24,000−10.4% | Reduced |
| Windward Capital Management Co | 206,594 | $52.5M | 4.35% | +890.0% | Added |
| Gofen & Glossberg LLC | 206,985 | $52.6M | 1.14% | −1,016−0.5% | Reduced |
| Guggenheim Capital LLC | 208,381 | $53.0M | 0.28% | −19,093−8.4% | Reduced |
| Junto Capital Management LP | 209,822 | $53.3M | 1.37% | +71,734+51.9% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 210,528 | $53.5M | 3.68% | 00.0% | Unchanged |
| Brown Advisory Inc | 211,877 | $53.8M | 0.07% | −9,975−4.5% | Reduced |
| CIBC World Markets Corp | 212,601 | $54.0M | 0.29% | −32,413−13.2% | Reduced |
| Scotia Capital Inc. | 212,925 | $54.1M | 0.36% | +27,965+15.1% | Added |
| Temasek Holdings (Private) Ltd | 215,189 | $54.7M | 0.20% | +69,100+47.3% | Added |
| Cooper Investors Pty Ltd | 215,878 | $54.9M | 3.46% | −21,286−9.0% | Reduced |
| MetLife Investment Management | 216,302 | $55.0M | 0.45% | −3,129−1.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 216,652 | $55.1M | 3.10% | +950+0.4% | Added |
| Tran Capital Management, L.P. | 216,943 | $55.1M | 4.41% | −24,967−10.3% | Reduced |
| Nicholas Company, Inc. | 217,370 | $55.2M | 0.90% | +35,295+19.4% | Added |
| Chicago Capital, LLC | 219,355 | $55.7M | 2.08% | +4,449+2.1% | Added |
| NZS Capital, LLC | 222,057 | $56.4M | 4.95% | +16,514+8.0% | Added |
| Pinebridge Investments, L.P. | 224,962 | $57.2M | 0.58% | +69,926+45.1% | Added |