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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,382 | $351.0K | 0.09% | +909+192.2% | Added |
| Vantage Consulting Group Inc | 1,382 | $351.0K | 0.09% | +1,382 | New |
| Syntax Advisors, LLC | 1,382 | $351.0K | 0.26% | +1,382 | New |
| Lantz Financial LLC | 1,385 | $352.0K | 0.16% | −36−2.5% | Reduced |
| Janney Capital Management LLC | 1,391 | $353.0K | 0.02% | +273+24.4% | Added |
| Synergy Financial Management, LLC | 1,387 | $353.0K | 0.08% | +396+40.0% | Added |
| Okabena Investment Services Inc | 1,394 | $354.0K | 0.13% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,397 | $355.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,532 | $356.0K | 0.13% | +1,532 | New |
| Hill Island Financial LLC | 1,405 | $357.0K | 0.13% | +1,405 | New |
| Marino, Stram & Associates LLC | 1,412 | $359.0K | 0.11% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,420 | $361.0K | 0.03% | −213−13.0% | Reduced |
| Cypress Capital Management LLC (WY) | 1,420 | $361.0K | 0.30% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,423 | $361.0K | 0.12% | +1,423 | New |
| TCI Wealth Advisors, Inc. | 1,430 | $363.0K | 0.05% | −29−2.0% | Reduced |
| Principal Street Partners, LLC | 1,434 | $364.0K | 0.09% | +61+4.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,440 | $365.0K | 0.25% | +340+30.9% | Added |
| Winthrop Advisory Group LLC | 1,441 | $366.0K | 0.07% | +10+0.7% | Added |
| Well Done, LLC | 1,441 | $366.0K | 0.07% | +155+12.1% | Added |
| Avenue 1 Advisors, LLC | 1,443 | $367.0K | 0.19% | −254−15.0% | Reduced |
| Summit X, LLC | 1,442 | $367.0K | 0.09% | −161−10.0% | Reduced |
| Blue Barn Wealth, LLC | 1,445 | $367.0K | 0.25% | −29−2.0% | Reduced |
| West Michigan Advisors, LLC | 1,446 | $367.0K | 0.27% | +1,446 | New |
| Rockbridge Investment Management, LCC | 1,449 | $368.0K | 0.05% | +1+0.1% | Added |
| Quad-Cities Investment Group, LLC | 1,452 | $369.0K | 0.23% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,451 | $369.0K | 0.08% | +953+191.4% | Added |
| Arvest Trust Co N A | 1,457 | $370.0K | 0.02% | +1,457 | New |
| Silverlake Wealth Management LLC | 1,460 | $371.0K | 0.20% | +1,460 | New |
| Northeast Investment Management | 1,464 | $372.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 1,468 | $373.0K | 0.03% | −2,063−58.4% | Reduced |
| Wealth Architects, LLC | 1,472 | $374.0K | 0.07% | +104+7.6% | Added |
| Indiana Trust & Investment Management CO | 1,484 | $377.0K | 0.17% | +110+8.0% | Added |
| Jeppson Wealth Management, LLC | 1,484 | $377.0K | 0.18% | +179+13.7% | Added |
| Holderness Investments Co | 1,492 | $379.0K | 0.11% | +255+20.6% | Added |
| Grandfield & Dodd, LLC | 1,481 | $380.0K | 0.02% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,500 | $381.0K | 0.13% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,502 | $382.0K | 0.24% | +63+4.4% | Added |
| Busey Wealth Management | 1,511 | $384.0K | 0.01% | −143−8.6% | Reduced |
| WMS Partners, LLC | 1,522 | $387.0K | 0.08% | +93+6.5% | Added |
| Mengis Capital Management, Inc. | 1,532 | $389.0K | 0.07% | 00.0% | Unchanged |
| Weik Capital Management | 1,535 | $390.0K | 0.15% | +185+13.7% | Added |
| PFG Advisors | 1,534 | $390.0K | 0.04% | +598+63.9% | Added |
| Pegasus Partners Ltd. | 1,539 | $391.0K | 0.07% | +247+19.1% | Added |
| Baldwin Brothers Inc | 1,542 | $392.0K | 0.04% | −50−3.1% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $392.0K | 0.36% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,541 | $392.0K | 0.18% | +150+10.8% | Added |
| First Citizens Bank & Trust Co | 1,549 | $393.0K | 0.02% | +4+0.3% | Added |
| Benjamin Edwards Inc | 1,551 | $394.0K | 0.13% | +1,551 | New |
| Cobblestone Capital Advisors LLC | 1,559 | $396.0K | 0.03% | 00.0% | Unchanged |
| KWB Wealth | 1,559 | $396.0K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,556 | $396.0K | 0.02% | −5−0.3% | Reduced |
| CoreFirst Bank & Trust | 1,569 | $399.0K | 0.26% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,595 | $405.0K | 0.11% | +15+0.9% | Added |
| Sovereign Financial Group, Inc. | 1,599 | $406.0K | 0.17% | −761−32.2% | Reduced |
| DFPG Investments, LLC | 1,820 | $406.0K | 0.17% | +40+2.2% | Added |
| Sargent Bickham Lagudis LLC | 1,597 | $406.0K | 0.03% | +16+1.0% | Added |
| Klingman & Associates, LLC | 1,602 | $407.0K | 0.03% | +8+0.5% | Added |
| Convergence Investment Partners, LLC | 1,607 | $408.0K | 0.21% | −86−5.1% | Reduced |
| Appleton Partners Inc | 1,605 | $408.0K | 0.03% | +43+2.8% | Added |
| Valley National Advisers Inc | 1,611 | $409.0K | 0.08% | +147+10.0% | Added |
| Tennessee Valley Asset Management Partners | 1,613 | $410.0K | 0.14% | +151+10.3% | Added |
| Wedge Capital Management L L P | 1,620 | $412.0K | 0.01% | +49+3.1% | Added |
| Coastline Trust Co | 1,620 | $412.0K | 0.05% | +200+14.1% | Added |
| Magnus Financial Group LLC | 1,626 | $413.0K | 0.08% | −261−13.8% | Reduced |
| Curated Wealth Partners LLC | 1,629 | $413.0K | 0.13% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,629 | $414.0K | 0.29% | +50+3.2% | Added |
| Sierra Capital LLC | 1,636 | $416.0K | 0.06% | +136+9.1% | Added |
| Rockland Trust Co | 1,642 | $417.0K | 0.03% | −10−0.6% | Reduced |
| Parthenon LLC | 1,650 | $419.0K | 0.06% | +650+65.0% | Added |
| Parker Investment Management, LLC | 1,656 | $421.0K | 0.07% | −1,239−42.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $421.0K | 0.93% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $421.0K | 0.21% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,627 | $422.0K | 0.13% | +355+27.9% | Added |
| Private Portfolio Partners LLC | 1,667 | $423.6K | 0.11% | +110+7.1% | Added |
| TCG Advisory Services, LLC | 1,669 | $424.0K | 0.10% | −420−20.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,667 | $424.0K | 0.06% | +1,667 | New |
| Twin Focus Capital Partners, LLC | 1,673 | $425.0K | 0.09% | −73−4.2% | Reduced |
| Mattern Wealth Management LLC | 1,674 | $425.0K | 0.12% | −55−3.2% | Reduced |
| JNBA Financial Advisors | 1,677 | $426.0K | 0.05% | −77−4.4% | Reduced |
| Weybosset Research & Management LLC | 1,675 | $426.0K | 0.16% | −75−4.3% | Reduced |
| Main Street Research LLC | 1,675 | $426.0K | 0.03% | −63−3.6% | Reduced |
| Salvus Wealth Management, LLC | 1,680 | $427.0K | 0.31% | +292+21.0% | Added |
| Austin Private Wealth, LLC | 1,683 | $428.0K | 0.09% | +711+73.1% | Added |
| New World Advisors LLC | 1,688 | $429.0K | 0.20% | +45+2.7% | Added |
| Waters Parkerson & Co., LLC | 1,689 | $429.0K | 0.02% | +84+5.2% | Added |
| Trail Ridge Investment Advisors, LLC | 1,692 | $430.0K | 0.26% | +1,692 | New |
| Future Fund LLC | 1,697 | $431.0K | 0.43% | +1,697 | New |
| Hodges Capital Management Inc. | 1,700 | $432.0K | 0.03% | −300−15.0% | Reduced |
| Doliver Advisors, LP | 1,975 | $433.0K | 0.14% | +855+76.3% | Added |
| EverSource Wealth Advisors, LLC | 1,705 | $433.0K | 0.12% | +1,705 | New |
| Hayden Royal, LLC | 1,710 | $435.0K | 1.02% | +31+1.8% | Added |
| Waypoint Wealth Partners Inc. | 1,716 | $436.0K | 0.15% | +171+11.1% | Added |
| Boston Trust Walden Corp | 1,717 | $436.0K | 0.00% | +280+19.5% | Added |
| CVA Family Office, LLC | 1,717 | $436.0K | 0.11% | +1,708+18,977.8% | Added |
| Sage Mountain Advisors LLC | 1,726 | $439.0K | 0.05% | +603+53.7% | Added |
| Aire Advisors, LLC | 1,723 | $439.0K | 0.19% | +1,723 | New |
| Roberts Glore & Co Inc | 1,733 | $440.0K | 0.12% | −183−9.6% | Reduced |
| JB Capital LLC | 1,734 | $440.7K | 0.04% | −857−33.1% | Reduced |
| Crumly & Associates Inc. | 2,073 | $441.0K | 0.17% | −360−14.8% | Reduced |
| Kings Point Capital Management | 1,740 | $442.0K | 0.04% | +318+22.4% | Added |