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 |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 908 | $231.0K | 0.01% | +908 | New |
| Collective Family Office LLC | 908 | $231.0K | 0.09% | +908 | New |
| IFG Advisory, LLC | 915 | $232.0K | 0.02% | −9−1.0% | Reduced |
| Larson Financial Group LLC | 912 | $232.0K | 0.04% | +758+492.2% | Added |
| Financial Advisory Group | 918 | $233.0K | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 920 | $234.0K | 0.04% | −98−9.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 919 | $234.0K | 0.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 920 | $234.0K | 0.17% | +50+5.7% | Added |
| Greenwood Gearhart Inc | 920 | $234.0K | 0.03% | +920 | New |
| Taurus Asset Management, LLC | 923 | $235.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 926 | $235.0K | 0.02% | +147+18.9% | Added |
| Sather Financial Group Inc | 924 | $235.0K | 0.02% | +924 | New |
| Sculati Wealth Management, LLC | 929 | $236.0K | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 930 | $236.0K | 0.03% | +930 | New |
| Prestige Wealth Management Group LLC | 930 | $237.0K | 0.06% | −42−4.3% | Reduced |
| Pictet North America Advisors SA | 931 | $237.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 933 | $237.0K | 0.07% | +19+2.1% | Added |
| Accurate Wealth Management, LLC | 893 | $237.0K | 0.20% | +60+7.2% | Added |
| Altus Wealth Group LLC | 937 | $238.0K | 0.20% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 935 | $238.0K | 0.05% | +935 | New |
| Kapitalo Investimentos Ltda | 943 | $239.6K | 0.28% | +943 | New |
| HMS Capital Management, LLC | 945 | $240.0K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 946 | $240.0K | 0.13% | +946 | New |
| Berger Financial Group, Inc | 949 | $241.0K | 0.03% | +949 | New |
| Powers Advisory Group, LLC | 948 | $241.0K | 0.17% | +948 | New |
| Premier Asset Management LLC | 955 | $243.0K | 0.04% | −145−13.2% | Reduced |
| Adirondack Trust Co | 958 | $243.0K | 0.12% | +20+2.1% | Added |
| JJJ Advisors Inc. | 958 | $243.0K | 0.07% | −2−0.2% | Reduced |
| Peninsula Wealth, LLC | 959 | $244.0K | 0.07% | +959 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 962 | $244.0K | 0.16% | +962 | New |
| RBA Wealth Management, LLC | 971 | $247.0K | 0.12% | +971 | New |
| Breiter Capital Management Inc | 975 | $248.0K | 0.12% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 975 | $248.0K | 0.08% | +975 | New |
| Global Strategic Investment Solutions, LLC | 976 | $248.0K | 0.04% | +976 | New |
| WealthPLAN Partners, LLC | 1,070 | $249.0K | 0.02% | −51−4.5% | Reduced |
| Yorktown Management & Research Co Inc | 980 | $249.0K | 0.17% | 00.0% | Unchanged |
| Foundry Partners, LLC | 985 | $250.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 988 | $251.0K | 0.01% | −380−27.8% | Reduced |
| Archford Capital Strategies, LLC | 993 | $252.0K | 0.06% | +993 | New |
| Chelsea Counsel Co | 994 | $253.0K | 0.11% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,000 | $254.0K | 0.36% | −5,200−83.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,122 | $254.0K | 0.00% | +148+15.2% | Added |
| Bank of Nova Scotia Trust Co | 999 | $254.0K | 0.02% | −1−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 1,000 | $254.0K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $254.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 998 | $254.0K | 0.15% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 998 | $254.0K | 0.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 998 | $254.0K | 0.23% | +99+11.0% | Added |
| Orrstown Financial Services Inc | 1,074 | $255.0K | 0.39% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,007 | $256.0K | 0.09% | −54−5.1% | Reduced |
| Thompson Investment Management, Inc. | 1,006 | $256.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,006 | $256.0K | 0.17% | −2−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,008 | $256.0K | 0.07% | +104+11.5% | Added |
| Peachtree Investment Partners, LLC | 1,007 | $256.0K | 0.11% | +1,007 | New |
| Gray Wealth Management Inc. | 1,013 | $257.0K | 0.13% | +36+3.7% | Added |
| Nichols & Pratt Advisers LLP | 1,020 | $259.0K | 0.02% | −550−35.0% | Reduced |
| LBMC Investment Advisors, LLC | 1,021 | $259.0K | 0.02% | −28,505−96.5% | Reduced |
| O'Rourke & Company, Inc | 1,025 | $260.0K | 0.17% | +1,025 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,028 | $261.0K | 0.09% | +30+3.0% | Added |
| Cottage Street Advisors LLC | 1,031 | $262.0K | 0.15% | −326−24.0% | Reduced |
| Southland Equity Partners LLC | 1,034 | $262.8K | 0.11% | +44+4.4% | Added |
| Loveless Wealth Management LLC | 1,040 | $264.0K | 0.14% | +48+4.8% | Added |
| Washington Trust Bank | 1,037 | $264.0K | 0.03% | +1,037 | New |
| Simon Quick Advisors, LLC | 1,044 | $265.0K | 0.07% | −563−35.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $265.0K | 0.21% | +1,042 | New |
| Veracity Capital LLC | 1,047 | $266.0K | 0.11% | +26+2.5% | Added |
| SlateStone Wealth, LLC | 1,046 | $266.0K | 0.06% | +76+7.8% | Added |
| Pine Haven Investment Counsel, Inc | 1,045 | $266.0K | 0.25% | +1,045 | New |
| Poehling Capital Management, LLC | 1,050 | $267.0K | 0.09% | −203−16.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,052 | $267.0K | 0.04% | −11−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,054 | $268.0K | 0.02% | −211−16.7% | Reduced |
| West Bancorporation Inc | 1,056 | $268.0K | 0.21% | +1,056 | New |
| AllSquare Wealth Management LLC | 1,058 | $269.0K | 0.16% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 924 | $269.2K | 0.14% | +924 | New |
| Cordasco Financial Network | 1,064 | $270.0K | 0.17% | −68−6.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $270.0K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,067 | $271.0K | 0.04% | +3+0.3% | Added |
| Douglas Lane & Associates, LLC | 1,065 | $271.0K | 0.00% | +150+16.4% | Added |
| Alterna Wealth Management, Inc | 1,068 | $271.0K | 0.23% | +1,068 | New |
| Sterling Investment Counsel, LLC | 1,065 | $271.0K | 0.18% | +1,065 | New |
| Gilman Hill Asset Management, LLC | 1,072 | $272.0K | 0.06% | 00.0% | Unchanged |
| TTP Investments, Inc. | 1,070 | $272.0K | 0.20% | +1,070 | New |
| Ategra Capital Management, LLC | 1,072 | $272.4K | 0.12% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,075 | $273.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,076 | $273.0K | 0.07% | +1,076 | New |
| Oak Asset Management, LLC | 1,083 | $275.0K | 0.11% | +50+4.8% | Added |
| Grace Capital | 1,085 | $276.0K | 0.16% | −63−5.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 1,087 | $277.0K | 0.01% | −4,967−82.0% | Reduced |
| Evanson Asset Management, LLC | 1,091 | $277.0K | 0.02% | −144−11.7% | Reduced |
| Private Capital Group, LLC | 1,097 | $279.0K | 0.06% | −119−9.8% | Reduced |
| Circle Wealth Management, LLC | 1,098 | $279.0K | 0.04% | −109−9.0% | Reduced |
| HCR Wealth Advisors | 1,099 | $279.0K | 0.04% | −50−4.4% | Reduced |
| Financial Network Wealth Management LLC | 1,096 | $279.0K | 0.14% | +50+4.8% | Added |
| Boyd Watterson Asset Management LLC | 1,102 | $280.0K | 0.09% | −106−8.8% | Reduced |
| Opes Wealth Management LLC | 1,101 | $280.0K | 0.09% | −1−0.1% | Reduced |
| Apriem Advisors | 1,100 | $280.0K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,101 | $280.0K | 0.04% | +1,101 | New |
| CV Advisors LLC | 1,100 | $280.0K | 0.16% | +1,100 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,100 | $280.0K | 0.29% | +1,100 | New |
| Epiq Partners, LLC | 1,107 | $281.0K | 0.15% | 00.0% | Unchanged |