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 |
|---|---|---|---|---|---|
| Cross Staff Investments Inc | 2,300 | $584.0K | 0.52% | +2,300 | New |
| FirstPurpose Wealth LLC | 2,301 | $585.0K | 0.37% | +2,301 | New |
| Texas Yale Capital Corp. | 2,304 | $586.0K | 0.03% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,309 | $587.0K | 0.26% | +2,309 | New |
| NewEdge Wealth, LLC | 2,312 | $588.0K | 0.02% | +833+56.3% | Added |
| Sequent Asset Management, LLC | 2,317 | $589.0K | 0.32% | −10−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,336 | $593.6K | 0.20% | −2−0.1% | Reduced |
| First Financial Corp | 2,340 | $594.0K | 0.36% | −76−3.1% | Reduced |
| WNY Asset Management, LLC | 2,342 | $595.0K | 0.18% | −285−10.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,348 | $597.0K | 0.17% | +2,348 | New |
| Greenwich Wealth Management LLC | 2,352 | $598.0K | 0.05% | −148−5.9% | Reduced |
| Financial Advisory Service, Inc. | 2,357 | $599.0K | 0.05% | −34−1.4% | Reduced |
| Associated Banc-Corp | 2,370 | $602.0K | 0.02% | −320−11.9% | Reduced |
| Meridian Investment Counsel Inc. | 2,373 | $603.0K | 0.20% | +427+21.9% | Added |
| Essex LLC | 2,381 | $605.0K | 0.16% | +70+3.0% | Added |
| True North Advisors, LLC | 2,382 | $605.0K | 0.10% | +100+4.4% | Added |
| Valmark Advisers, Inc. | 2,383 | $606.0K | 0.01% | −295−11.0% | Reduced |
| Delta Investment Management, LLC | 2,394 | $608.0K | 0.17% | +77+3.3% | Added |
| Harvey Capital Management Inc | 2,400 | $609.0K | 0.19% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,395 | $609.0K | 0.59% | +2,395 | New |
| Aevitas Wealth Management, Inc. | 2,401 | $610.0K | 0.36% | +40+1.7% | Added |
| Choate Investment Advisors | 2,399 | $610.0K | 0.04% | +2,399 | New |
| Archer Investment Corp | 2,408 | $611.9K | 0.21% | +378+18.6% | Added |
| Beaumont Financial Partners, LLC | 2,414 | $613.0K | 0.04% | −678−21.9% | Reduced |
| Arete Wealth Advisors, LLC | 2,411 | $613.0K | 0.05% | +429+21.6% | Added |
| Financial Advisory Corp | 2,412 | $613.0K | 0.29% | +2,412 | New |
| Gamble Jones Investment Counsel | 2,415 | $614.0K | 0.04% | +180+8.1% | Added |
| InterOcean Capital Group, LLC | 2,425 | $616.0K | 0.03% | +600+32.9% | Added |
| Fayez Sarofim & Co | 2,430 | $618.0K | 0.00% | +200+9.0% | Added |
| H. L. Ormond & Company, LLC | 2,837 | $618.0K | 0.72% | +2,837 | New |
| Clear Perspective Advisors, LLC | 2,439 | $620.0K | 0.19% | −1,041−29.9% | Reduced |
| Ancora Advisors, LLC | 2,441 | $621.0K | 0.01% | +44+1.8% | Added |
| Graham Capital Management, L.P. | 2,450 | $622.0K | 0.03% | +2,450 | New |
| Barnes Pettey Financial Advisors, LLC | 2,447 | $622.0K | 0.72% | +2,447 | New |
| Galvin, Gaustad & Stein, LLC | 2,454 | $624.0K | 0.05% | +1,036+73.1% | Added |
| Probity Advisors, Inc. | 2,459 | $625.0K | 0.12% | +201+8.9% | Added |
| Gabelli Funds LLC | 2,460 | $625.0K | 0.00% | +535+27.8% | Added |
| GSB Wealth Management, LLC | 2,462 | $626.0K | 0.18% | +885+56.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,477 | $629.0K | 0.28% | +11+0.4% | Added |
| Key Financial Inc | 2,481 | $631.0K | 0.32% | +19+0.8% | Added |
| David J Yvars Group | 2,485 | $632.0K | 0.39% | +135+5.7% | Added |
| Charter Oak Capital Management, LLC | 2,485 | $632.0K | 0.07% | +2,250+957.4% | Added |
| SOA Wealth Advisors, LLC. | 2,482 | $633.0K | 0.15% | −149−5.7% | Reduced |
| XML Financial, LLC | 2,502 | $636.0K | 0.08% | +76+3.1% | Added |
| Blueprint Investment Partners LLC | 2,513 | $638.6K | 0.16% | −315−11.1% | Reduced |
| Vista Wealth Management Group, LLC | 2,515 | $639.0K | 0.10% | −2,889−53.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,515 | $639.0K | 0.08% | +2+0.1% | Added |
| First Heartland Consultants, Inc. | 2,522 | $640.0K | 0.08% | −399−13.7% | Reduced |
| Sonora Investment Management Group, LLC | 2,535 | $644.0K | 0.07% | +2,535 | New |
| M&G Investment Management Ltd | 2,539 | $645.0K | 0.00% | −288,683−99.1% | Reduced |
| Keel Point, LLC | 2,549 | $648.0K | 0.09% | +164+6.9% | Added |
| Bowman & Co S.C. | 2,554 | $648.0K | 0.50% | +2,554 | New |
| Sunflower Bank, N.A. | 2,554 | $649.0K | 0.09% | −123−4.6% | Reduced |
| Conway Capital Management, Inc. | 2,560 | $650.6K | 0.38% | −150−5.5% | Reduced |
| Saturna Capital CORP | 2,564 | $652.0K | 0.01% | +281+12.3% | Added |
| Sofos Investments, Inc. | 3,984 | $658.0K | 0.05% | +1,552+63.8% | Added |
| Geller Advisors LLC | 2,590 | $658.0K | 0.13% | +11+0.4% | Added |
| Park National Corp | 2,591 | $659.0K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,598 | $660.0K | 0.15% | +1,531+143.5% | Added |
| Periscope Capital Inc. | 2,600 | $660.0K | 0.02% | +2,600 | New |
| Oder Investment Management, LLC | 2,617 | $665.0K | 0.94% | −267−9.3% | Reduced |
| Echo45 Advisors LLC | 2,617 | $665.0K | 0.53% | +2,617 | New |
| Silvercrest Asset Management Group LLC | 2,623 | $667.0K | 0.00% | −234−8.2% | Reduced |
| Capula Management Ltd | 2,630 | $668.0K | 0.05% | −13,569−83.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,641 | $671.0K | 0.13% | −308−10.4% | Reduced |
| Tradition Wealth Management, LLC | 2,641 | $671.0K | 0.08% | +4+0.2% | Added |
| Visionary Wealth Advisors | 2,639 | $671.0K | 0.06% | +717+37.3% | Added |
| First Nebraska Trust Co | 2,642 | $671.4K | 0.08% | +8+0.3% | Added |
| Saiph Capital, LLC | 2,651 | $673.7K | 0.44% | +2,651 | New |
| Balasa Dinverno & Foltz LLC | 2,658 | $675.0K | 0.04% | −22−0.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,052 | $678.0K | 0.36% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,667 | $678.0K | 0.02% | −322−10.8% | Reduced |
| Ascension Asset Management LLC | 2,670 | $679.0K | 0.40% | −3,380−55.9% | Reduced |
| C2C Wealth Management, LLC | 2,671 | $679.0K | 0.10% | +2,671 | New |
| Tarbox Family Office, Inc. | 2,677 | $680.0K | 0.12% | +23+0.9% | Added |
| Amussen Hunsaker Associates LLC | 2,771 | $680.0K | 0.16% | +212+8.3% | Added |
| Sonata Capital Group Inc | 2,694 | $685.0K | 0.29% | +275+11.4% | Added |
| Csenge Advisory Group | 2,799 | $686.0K | 0.06% | −167−5.6% | Reduced |
| Delphia (USA) Inc. | 2,710 | $689.0K | 0.73% | +2,710 | New |
| Pitti Group Wealth Management, LLC | 2,731 | $694.0K | 0.77% | +2,731 | New |
| Patron Partners Advisors, LLC | 2,739 | $696.0K | 0.46% | +30+1.1% | Added |
| Redwood Investments, LLC | 2,758 | $701.0K | 0.06% | −13−0.5% | Reduced |
| Camelot Portfolios, LLC | 2,781 | $707.0K | 0.29% | −1,022−26.9% | Reduced |
| Creative Financial Designs Inc | 2,805 | $713.0K | 0.11% | −854−23.3% | Reduced |
| United Maritime Capital LLC | 2,804 | $713.0K | 0.82% | −50−1.8% | Reduced |
| Fulcrum Asset Management LLP | – | $714.0K | 0.35% | – | – |
| Copperwynd Financial, LLC | 2,809 | $714.0K | 0.27% | +198+7.6% | Added |
| Prudent Man Advisors, LLC | 2,813 | $715.0K | 0.27% | −55−1.9% | Reduced |
| Eagle Strategies LLC | 2,822 | $717.0K | 0.28% | +2,822 | New |
| TFG Advisers LLC | 2,830 | $719.0K | 0.31% | +353+14.3% | Added |
| Stonebridge Capital Advisors LLC | 2,833 | $720.0K | 0.08% | +385+15.7% | Added |
| Windsor Group LTD | 2,903 | $721.0K | 0.13% | +480+19.8% | Added |
| Renasant Bank | 2,860 | $727.0K | 0.49% | +1,077+60.4% | Added |
| Fulcrum Capital LLC | 2,886 | $733.0K | 0.16% | +66+2.3% | Added |
| Golden Green, Inc. | 2,887 | $734.0K | 0.59% | −569−16.5% | Reduced |
| Money Concepts Capital Corp | 2,891 | $735.0K | 0.06% | +2,891 | New |
| Coastal Investment Advisors, Inc. | 2,905 | $738.0K | 0.16% | −606−17.3% | Reduced |
| Bellecapital International Ltd. | 2,909 | $739.0K | 0.21% | −85−2.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,916 | $741.0K | 0.05% | +2,916 | New |
| D.B. Root & Company, LLC | 2,927 | $743.0K | 0.27% | −3−0.1% | Reduced |