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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 1,360 | $282.0K | 0.02% | −95−6.5% | Reduced |
| Resource Management, LLC | 1,112 | $283.0K | 0.03% | −422−27.5% | Reduced |
| JSF Financial, LLC | 1,117 | $284.0K | 0.14% | −799−41.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,117 | $284.0K | 0.12% | +1,117 | New |
| Cable Hill Partners, LLC | 1,122 | $285.0K | 0.06% | +228+25.5% | Added |
| American National Bank | 1,124 | $286.0K | 0.06% | +80+7.7% | Added |
| Financial Advisors Network, Inc. | 1,130 | $287.0K | 0.06% | +15+1.3% | Added |
| Rock Creek Group, LP | 1,129 | $287.0K | 0.04% | +156+16.0% | Added |
| Founders Financial Alliance, LLC | 1,128 | $287.0K | 0.12% | +1,128 | New |
| Wealth Dimensions Group, Ltd. | 1,128 | $287.0K | 0.14% | +1,128 | New |
| Security National Bank of So Dak | 1,138 | $289.0K | 0.19% | −83−6.8% | Reduced |
| Woodmont Investment Counsel LLC | 1,139 | $289.0K | 0.04% | +35+3.2% | Added |
| Smith, Moore & Co. | 1,136 | $289.0K | 0.04% | +150+15.2% | Added |
| Tompkins Financial Corp | 1,143 | $290.0K | 0.05% | −103−8.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,143 | $290.0K | 0.22% | −64−5.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,144 | $291.0K | 0.09% | +1,144 | New |
| Tufton Capital Management | 1,150 | $292.0K | 0.04% | −100−8.0% | Reduced |
| United Asset Strategies, Inc. | 1,154 | $293.0K | 0.03% | −19−1.6% | Reduced |
| Clarity Wealth Advisors, LLC | 1,156 | $293.0K | 0.14% | +28+2.5% | Added |
| Coastal Bridge Advisors, LLC | 1,194 | $293.0K | 0.06% | +1,194 | New |
| Wealth Effects LLC | 1,155 | $294.0K | 0.12% | +1,155 | New |
| SFG Wealth Management, LLC. | 1,155 | $294.0K | 0.26% | +1,155 | New |
| WMG Financial Advisors, LLC | 1,169 | $297.0K | 0.23% | +1,169 | New |
| Monticello Wealth Management, LLC | 1,171 | $298.0K | 0.03% | +209+21.7% | Added |
| Front Row Advisors LLC | 1,176 | $299.0K | 0.11% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 1,180 | $300.0K | 0.14% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,181 | $300.0K | 0.24% | +1,181 | New |
| Terry L. Blaker | 1,184 | $301.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,186 | $301.0K | 0.12% | +177+17.5% | Added |
| Eidelman Virant Capital | 1,188 | $303.0K | 0.11% | +15+1.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,196 | $304.0K | 0.02% | −313−20.7% | Reduced |
| Professional Financial Advisors, LLC | 1,197 | $304.0K | 0.13% | −20−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,200 | $305.0K | 0.04% | −385−24.3% | Reduced |
| Forte Capital LLC | 1,199 | $305.0K | 0.04% | −9−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 1,200 | $305.0K | 0.09% | +1,200 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,398 | $305.0K | 0.19% | +1,398 | New |
| Princeton Capital Management LLC | 1,204 | $306.0K | 0.09% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,204 | $306.0K | 0.03% | +47+4.1% | Added |
| GM Advisory Group, Inc. | 1,207 | $307.0K | 0.03% | +141+13.2% | Added |
| MONECO Advisors, LLC | 1,449 | $308.0K | 0.12% | +105+7.8% | Added |
| Leisure Capital Management | 1,213 | $308.0K | 0.14% | +1,213 | New |
| Carmel Capital Partners, LLC | 1,213 | $308.0K | 0.23% | +1,213 | New |
| Lion Street Advisors, LLC | 1,214 | $309.0K | 0.15% | +21+1.8% | Added |
| Naples Global Advisors, LLC | 1,221 | $310.0K | 0.04% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,400 | $311.0K | 0.23% | +36+2.6% | Added |
| Glassy Mountain Advisors, Inc. | 1,224 | $311.0K | 0.16% | +1,224 | New |
| Endurance Wealth Management, Inc. | 1,229 | $312.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,229 | $312.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,230 | $312.0K | 0.06% | +35+2.9% | Added |
| Reilly Financial Advisors, LLC | 1,228 | $312.0K | 0.02% | +168+15.8% | Added |
| Wilson & Boucher Capital Management, LLC | 1,227 | $312.0K | 0.28% | +1,227 | New |
| Journey Strategic Wealth LLC | 1,229 | $312.0K | 0.03% | +1,229 | New |
| Capital Advisors Wealth Management, LLC | 1,235 | $314.0K | 0.10% | +1,235 | New |
| Griffin Asset Management, Inc. | 1,244 | $316.0K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,450 | $316.0K | 0.07% | +584+67.4% | Added |
| David R. Rahn & Associates Inc. | 1,249 | $317.0K | 0.14% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,248 | $317.0K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,246 | $317.0K | 0.06% | +1,246 | New |
| Lynch Asset Management, Inc. | 1,250 | $318.0K | 0.22% | +1,250 | New |
| David Loasby | 1,257 | $319.0K | 0.04% | −508−28.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,258 | $320.0K | 0.01% | +104+9.0% | Added |
| LexAurum Advisors, LLC | 1,269 | $322.0K | 0.10% | −60−4.5% | Reduced |
| Latitude Advisors, LLC | 1,268 | $322.0K | 0.09% | +26+2.1% | Added |
| Ford Financial Group, LLC | 1,273 | $323.0K | 0.11% | −45−3.4% | Reduced |
| Aveo Capital Partners, LLC | 1,272 | $323.0K | 0.06% | +34+2.7% | Added |
| Cadence Bank NA | 1,277 | $324.0K | 0.09% | +260+25.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,275 | $324.0K | 0.09% | +397+45.2% | Added |
| NuWave Investment Management, LLC | 1,279 | $325.0K | 0.37% | +1,279 | New |
| Arabesque Asset Management Ltd | 1,282 | $326.0K | 0.09% | −7,531−85.5% | Reduced |
| Secure Asset Management, LLC | 1,284 | $326.0K | 0.13% | −259−16.8% | Reduced |
| Fiduciary Planning LLC | 1,284 | $326.0K | 0.18% | −170−11.7% | Reduced |
| KC Investment Advisors, LLC | 1,288 | $327.0K | 0.22% | +223+20.9% | Added |
| Total Clarity Wealth Management, Inc. | 1,291 | $328.0K | 0.15% | +60+4.9% | Added |
| Clear Creek Financial Management, LLC | 1,290 | $328.0K | 0.05% | +1,290 | New |
| Natixis Investment Managers International | 1,295 | $329.0K | 0.02% | +144+12.5% | Added |
| Kolinsky Wealth Management, LLC | 1,294 | $329.0K | 0.30% | +1,294 | New |
| Phocas Financial Corp. | 1,300 | $330.0K | 0.04% | +210+19.3% | Added |
| Lebenthal Global Advisors, LLC | 1,308 | $332.0K | 0.13% | +1,308 | New |
| Duality Advisers, LP | 1,309 | $333.0K | 0.04% | +1,309 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $334.0K | 0.20% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,313 | $334.0K | 0.36% | +1,313 | New |
| Consolidated Capital Management, LLC | 1,317 | $335.0K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,323 | $336.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 1,306 | $336.0K | 0.06% | +1,306 | New |
| Retirement Income Solutions, Inc | 1,330 | $338.0K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,336 | $340.0K | 0.17% | −560−29.5% | Reduced |
| Ledyard National Bank | 1,339 | $340.0K | 0.03% | +25+1.9% | Added |
| Formidable Asset Management, LLC | 1,364 | $341.0K | 0.07% | −50−3.5% | Reduced |
| CenterStar Asset Management, LLC | – | $343.0K | 0.26% | – | – |
| Five Oceans Advisors | 1,349 | $343.0K | 0.30% | +53+4.1% | Added |
| RFG Advisory, LLC | 1,349 | $343.0K | 0.02% | +257+23.5% | Added |
| Titleist Asset Management, Ltd. | 1,359 | $345.0K | 0.07% | +1,359 | New |
| WBH Advisory Inc | 1,362 | $346.0K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 1,360 | $346.0K | 0.23% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,360 | $346.0K | 0.24% | +1,360 | New |
| Capital Performance Advisors LLP | 1,625 | $346.0K | 0.21% | +1,625 | New |
| CNB Bank | 1,367 | $347.0K | 0.19% | −46−3.3% | Reduced |
| Waddell & Associates, LLC | 1,374 | $349.0K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,642 | $349.0K | 0.28% | +1,642 | New |
| Cedar Wealth Management, LLC | 1,379 | $350.0K | 0.14% | +395+40.1% | Added |