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 |
|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 1,743 | $443.0K | 0.34% | +1,743 | New |
| Pacific Center for Financial Services | 1,756 | $446.0K | 0.18% | +200+12.9% | Added |
| Fort Sheridan Advisors LLC | 1,759 | $447.0K | 0.13% | −274−13.5% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $447.0K | 0.62% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,763 | $448.0K | 0.16% | −21−1.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,768 | $449.0K | 0.24% | −171−8.8% | Reduced |
| Heritage Wealth Advisors | 1,768 | $449.0K | 0.02% | +200+12.8% | Added |
| IVC Wealth Advisors LLC | 1,794 | $456.0K | 0.29% | +117+7.0% | Added |
| Cubic Asset Management, LLC | 1,800 | $457.0K | 0.10% | 00.0% | Unchanged |
| Fosun International Ltd | 1,800 | $458.0K | 0.03% | +1,800 | New |
| Strategy Asset Managers LLC | 1,805 | $459.0K | 0.12% | +646+55.7% | Added |
| Everhart Financial Group, Inc. | 1,818 | $462.0K | 0.28% | +181+11.1% | Added |
| Emfo, LLC | 1,817 | $462.0K | 0.41% | +700+62.7% | Added |
| ASB Consultores, LLC | 1,819 | $462.0K | 0.23% | +1,819 | New |
| Crestone Asset Management LLC | 1,820 | $463.0K | 0.09% | +5+0.3% | Added |
| Cornerstone Advisory, LLC | 1,821 | $463.0K | 0.07% | +1,060+139.3% | Added |
| Empirical Asset Management, LLC | 1,839 | $467.0K | 0.45% | +1,839 | New |
| Geneos Wealth Management Inc. | 1,849 | $469.0K | 0.02% | −99−5.1% | Reduced |
| Gradient Investments LLC | 1,859 | $472.0K | 0.01% | −758−29.0% | Reduced |
| Seaport Global Advisors, LLC | 1,866 | $474.0K | 0.65% | +1,866 | New |
| Opal Wealth Advisors, LLC | 1,880 | $478.0K | 0.30% | +495+35.7% | Added |
| Sonen Capital LLC | 1,880 | $478.0K | 0.46% | +1,880 | New |
| Fieldpoint Private Securities, LLC | 1,886 | $479.0K | 0.09% | +42+2.3% | Added |
| Venturi Wealth Management, LLC | 1,889 | $480.0K | 0.04% | −21−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 1,893 | $481.0K | 0.10% | +180+10.5% | Added |
| Lakeview Capital Partners, LLC | 1,899 | $483.0K | 0.28% | −86−4.3% | Reduced |
| Blue Fin Capital, Inc. | 1,904 | $483.0K | 0.13% | +737+63.2% | Added |
| Tradewinds Capital Management, LLC | 1,917 | $487.0K | 0.07% | +100+5.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,917 | $487.0K | 0.23% | +297+18.3% | Added |
| Traynor Capital Management, Inc. | 1,922 | $488.0K | 0.06% | +325+20.4% | Added |
| Childress Capital Advisors, LLC | 1,926 | $489.0K | 0.20% | +63+3.4% | Added |
| Hyperion Capital Advisors LP | 1,934 | $491.0K | 0.11% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,941 | $493.0K | 0.28% | −139−6.7% | Reduced |
| Evermay Wealth Management LLC | 1,945 | $494.0K | 0.09% | +64+3.4% | Added |
| Hillman Capital Management, Inc. | 1,949 | $495.0K | 0.17% | −367−15.8% | Reduced |
| 1776 Wealth LLC | 1,963 | $499.0K | 0.27% | +168+9.4% | Added |
| Cooper Financial Group | 1,968 | $500.0K | 0.19% | −537−21.4% | Reduced |
| Garner Asset Management Corp | 1,969 | $500.0K | 0.21% | +10+0.5% | Added |
| HighTower Trust Services, LTA | 1,973 | $501.0K | 0.05% | +1,973 | New |
| Maxi Investments CY Ltd | 1,970 | $501.0K | 0.27% | +1,970 | New |
| Catalyst Private Wealth, LLC | 1,978 | $503.0K | 0.22% | +1+0.1% | Added |
| Calton & Associates, Inc. | 1,984 | $504.0K | 0.13% | −461−18.9% | Reduced |
| Hoey Investments, Inc | 1,983 | $504.0K | 0.13% | −334−14.4% | Reduced |
| PDS Planning, Inc | 1,995 | $507.0K | 0.10% | −32−1.6% | Reduced |
| Levin Capital Strategies, L.P. | 1,995 | $507.0K | 0.05% | +1,000+100.5% | Added |
| Alley Co LLC | 2,000 | $508.0K | 0.08% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 2,005 | $509.5K | 0.03% | −176−8.1% | Reduced |
| Merlin Capital LLC | 2,010 | $511.0K | 0.59% | +2,010 | New |
| WealthBridge Capital Management, LLC | 2,019 | $513.0K | 0.19% | −110−5.2% | Reduced |
| Oakworth Capital, Inc. | 2,017 | $513.0K | 0.04% | +530+35.6% | Added |
| Mason & Associates Inc | 2,020 | $513.0K | 0.16% | +2,020 | New |
| Sciencast Management LP | 2,086 | $517.0K | 0.09% | +2,086 | New |
| State of Wyoming | 2,039 | $518.0K | 0.24% | −254−11.1% | Reduced |
| James Hambro & Partners | 2,050 | $521.0K | 0.04% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 2,063 | $524.0K | 0.00% | +138+7.2% | Added |
| Simplify Asset Management Inc. | 2,069 | $526.0K | 0.07% | +697+50.8% | Added |
| Redhawk Wealth Advisors, Inc. | 2,073 | $527.0K | 0.13% | +2,073 | New |
| Regent Peak Wealth Advisors LLC | 2,086 | $530.0K | 0.14% | +222+11.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,093 | $532.0K | 0.09% | +9+0.4% | Added |
| Carret Asset Management, LLC | 2,092 | $532.0K | 0.06% | +48+2.3% | Added |
| Hemenway Trust Co LLC | 2,096 | $533.0K | 0.05% | −54−2.5% | Reduced |
| Meridian Financial Partners LLC | 2,358 | $534.0K | 0.36% | +442+23.1% | Added |
| Andesa Financial Management Inc. | 2,107 | $535.0K | 0.26% | +162+8.3% | Added |
| Shay Capital LLC | 2,109 | $536.0K | 0.20% | −16,314−88.6% | Reduced |
| Addison Capital Co | 2,115 | $537.0K | 0.24% | +2,115 | New |
| Journey Advisory Group, LLC | 2,117 | $538.0K | 0.15% | +1,364+181.1% | Added |
| Focus Financial Network, Inc. | 2,130 | $541.3K | 0.08% | +89+4.4% | Added |
| Atticus Wealth Management, LLC | 2,131 | $542.0K | 0.21% | +33+1.6% | Added |
| Reuter James Wealth Management, LLC | 2,131 | $542.0K | 0.21% | +2,131 | New |
| Arlington Partners LLC | 2,138 | $543.0K | 0.15% | +601+39.1% | Added |
| Am Investment Strategies LLC | 2,152 | $547.0K | 0.13% | +279+14.9% | Added |
| IFG Advisors, LLC | 2,159 | $549.0K | 0.23% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,173 | $552.0K | 0.36% | −87−3.8% | Reduced |
| Truvestments Capital LLC | 2,178 | $553.0K | 0.28% | +270+14.2% | Added |
| Vista Finance, LLC | 2,181 | $554.0K | 0.57% | +2,181 | New |
| BKD Wealth Advisors, LLC | 2,188 | $556.0K | 0.02% | +1,379+170.5% | Added |
| Legacy Financial Advisors, Inc. | 2,224 | $565.0K | 0.13% | +615+38.2% | Added |
| S&CO Inc | 2,231 | $566.0K | 0.04% | −385−14.7% | Reduced |
| Hengehold Capital Management LLC | 2,227 | $566.0K | 0.07% | −12−0.5% | Reduced |
| West Oak Capital, LLC | 2,230 | $567.0K | 0.21% | −15−0.7% | Reduced |
| Boston Financial Mangement LLC | 2,230 | $567.0K | 0.02% | +76+3.5% | Added |
| Mizuho Securities Co. Ltd. | 2,235 | $568.0K | 0.20% | −3,691−62.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,242 | $570.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,244 | $570.0K | 0.04% | +430+23.7% | Added |
| Adviser Investments LLC | 2,254 | $573.0K | 0.04% | +38+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 2,259 | $574.0K | 0.03% | −10.0% | Reduced |
| Anchor Investment Management, LLC | 2,261 | $574.6K | 0.07% | −57−2.5% | Reduced |
| XTX Topco Ltd | 2,261 | $575.0K | 0.33% | +2,261 | New |
| RSM US Wealth Management LLC | 2,273 | $578.0K | 0.03% | +841+58.7% | Added |
| Drive Wealth Management, LLC | 2,276 | $578.0K | 0.51% | +2,276 | New |
| Independent Solutions Wealth Management, LLC | 2,282 | $579.9K | 0.14% | +236+11.5% | Added |
| Corundum Group, Inc. | 2,281 | $580.0K | 0.38% | +296+14.9% | Added |
| Delta Financial Advisors LLC | 2,282 | $580.0K | 0.24% | +760+49.9% | Added |
| Cim Investment Mangement Inc | 2,288 | $581.0K | 0.17% | −1,599−41.1% | Reduced |
| Americana Partners, LLC | 2,288 | $581.0K | 0.11% | −556−19.5% | Reduced |
| Parkside Financial Bank & Trust | 2,290 | $581.0K | 0.14% | +151+7.1% | Added |
| Accel Wealth Management | 2,286 | $581.0K | 0.28% | +271+13.4% | Added |
| Parsec Financial Management, Inc. | 2,289 | $582.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2,289 | $582.0K | 0.10% | −46−2.0% | Reduced |
| Parkside Advisors LLC | 2,299 | $584.0K | 0.18% | −31−1.3% | Reduced |