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 |
|---|---|---|---|---|---|
| Paradigm Financial Advisors, LLC | 2,926 | $744.0K | 0.16% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,928 | $744.0K | 0.45% | 00.0% | Unchanged |
| Davis R M Inc | 2,929 | $744.0K | 0.02% | +69+2.4% | Added |
| Brookfield Asset Management Inc. | 2,928 | $744.0K | 0.00% | +2,928 | New |
| Warther Private Wealth, LLC | 2,928 | $748.0K | 0.56% | +39+1.3% | Added |
| Waycross Partners, LLC | 2,946 | $749.0K | 0.43% | −2,100−41.6% | Reduced |
| Bristlecone Advisors, LLC | 2,955 | $751.0K | 0.09% | +646+28.0% | Added |
| Synergy Financial Group, LTD | 2,954 | $751.0K | 0.67% | +2,954 | New |
| Marcum Wealth, LLC | 2,959 | $752.0K | 0.10% | +51+1.8% | Added |
| Altfest L J & Co Inc | 2,968 | $754.0K | 0.14% | −788−21.0% | Reduced |
| Proficio Capital Partners LLC | 2,972 | $755.0K | 0.11% | +54+1.9% | Added |
| Glenview Trust Co | 2,971 | $755.0K | 0.02% | +59+2.0% | Added |
| Cahill Financial Advisors Inc | 2,985 | $759.0K | 0.15% | −21−0.7% | Reduced |
| Highview Capital Management LLC | 2,986 | $759.0K | 0.49% | +2,986 | New |
| Sax Wealth Advisors, LLC | 2,991 | $760.0K | 0.16% | +4+0.1% | Added |
| Quattro Financial Advisors LLC | 3,000 | $762.0K | 0.27% | −150−4.8% | Reduced |
| Mather Group, LLC. | 2,997 | $762.0K | 0.01% | +295+10.9% | Added |
| Pinnacle Private Wealth, LLC | 2,999 | $762.0K | 0.24% | +2,999 | New |
| First National Bank | 3,006 | $764.0K | 0.67% | +25+0.8% | Added |
| High Net Worth Advisory Group LLC | 3,008 | $764.0K | 0.27% | +3,008 | New |
| Burleson & Company, LLC | 3,016 | $766.0K | 0.11% | +2,686+813.9% | Added |
| Kercheville Advisors, LLC | 3,020 | $767.0K | 0.33% | +1,800+147.5% | Added |
| Ascent Group, LLC | 3,510 | $767.0K | 0.10% | +3,510 | New |
| DSC Advisors, L.P. | 3,028 | $770.0K | 0.89% | −119−3.8% | Reduced |
| Smithfield Trust Co | 3,017 | $770.0K | 0.05% | +22+0.7% | Added |
| WP Advisors, LLC | 3,057 | $777.0K | 0.32% | −48−1.5% | Reduced |
| West Family Investments, Inc. | 3,065 | $779.0K | 0.22% | −188−5.8% | Reduced |
| Strengthening Families & Communities, LLC | 3,064 | $779.0K | 0.60% | +3,064 | New |
| LWM Advisory Services, LLC | 3,069 | $780.0K | 0.97% | +3,069 | New |
| V2 Financial group LLC | 3,071 | $780.4K | 0.61% | −1,630−34.7% | Reduced |
| Benchmark Investment Advisors LLC | 3,104 | $789.0K | 0.65% | +3,104 | New |
| RiverGlades Family Offices LLC | 3,125 | $794.0K | 0.58% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,657 | $799.0K | 0.33% | −1,047−22.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,164 | $802.0K | 0.08% | −11−0.3% | Reduced |
| Baxter Bros Inc | 3,164 | $804.0K | 0.12% | +184+6.2% | Added |
| Woodard & Co Asset Management Group Inc | 3,167 | $805.0K | 0.38% | +191+6.4% | Added |
| Banco BTG Pactual S.A. | 3,170 | $806.0K | 2.36% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 3,173 | $806.0K | 0.04% | +3,173 | New |
| LCM Capital Management Inc | 3,184 | $809.0K | 0.63% | +143+4.7% | Added |
| Boenning & Scattergood, Inc. | 3,192 | $811.0K | 0.13% | −50−1.5% | Reduced |
| First Pacific Financial | 3,207 | $815.0K | 0.39% | +86+2.8% | Added |
| AdvisorNet Financial, Inc | 3,209 | $816.0K | 0.05% | −137−4.1% | Reduced |
| Credit Capital Investments LLC | 3,219 | $818.0K | 0.79% | +3,219 | New |
| Thomas White International Ltd | 3,227 | $820.0K | 0.13% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 3,235 | $822.0K | 0.21% | +232+7.7% | Added |
| Atlas Capital Advisors LLC | 3,238 | $822.9K | 0.12% | +2,647+447.9% | Added |
| Highland Private Wealth Management | 3,240 | $823.0K | 0.10% | +20+0.6% | Added |
| IMS Capital Management | 3,249 | $826.0K | 0.42% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,274 | $832.0K | 0.09% | −716−17.9% | Reduced |
| Oxford Financial Group Ltd | 3,281 | $834.0K | 0.09% | +137+4.4% | Added |
| Fortem Financial Group, LLC | 3,290 | $836.0K | 0.38% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,290 | $836.0K | 0.52% | +1,005+44.0% | Added |
| FineMark National Bank & Trust | 3,295 | $837.0K | 0.03% | −3−0.1% | Reduced |
| Angeles Investment Advisors, LLC | 3,298 | $838.0K | 0.04% | +1,213+58.2% | Added |
| TSFG, LLC | 3,303 | $839.0K | 0.29% | −111−3.3% | Reduced |
| Roanoke Asset Management Corp | 3,319 | $843.0K | 0.28% | +300+9.9% | Added |
| Claro Advisors LLC | 3,327 | $845.0K | 0.30% | +158+5.0% | Added |
| Baker Avenue Asset Management, LP | 3,332 | $847.0K | 0.04% | +2,399+257.1% | Added |
| 17 Capital Partners, LLC | 3,335 | $848.0K | 0.77% | +1,370+69.7% | Added |
| Caxton Corp | 3,346 | $850.0K | 0.69% | +360+12.1% | Added |
| Masso Torrence Wealth Management Inc. | 3,350 | $851.0K | 0.60% | +3,350 | New |
| Ropes Wealth Advisors LLC | 3,365 | $855.0K | 0.15% | −34−1.0% | Reduced |
| Insight Advisors, LLC | 3,369 | $856.0K | 0.25% | −376−10.0% | Reduced |
| Redwood Investment Management, LLC | 3,368 | $856.0K | 0.11% | +1,203+55.6% | Added |
| Marshall Wace, LLP | 3,381 | $859.0K | 0.00% | −98,890−96.7% | Reduced |
| Qtron Investments LLC | 3,381 | $859.0K | 0.19% | +824+32.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,129 | $859.0K | 0.55% | +4,129 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,398 | $864.0K | 0.30% | −218−6.0% | Reduced |
| Ellevest, Inc. | 3,400 | $864.0K | 0.08% | +179+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,385 | $864.0K | 0.02% | +2,658+365.6% | Added |
| TCWP LLC | 3,413 | $867.0K | 0.17% | +3,413 | New |
| Carnegie Capital Asset Management, LLC | 3,432 | $872.0K | 0.03% | +546+18.9% | Added |
| Buckingham Strategic Partners | 3,449 | $876.0K | 0.18% | +3,449 | New |
| Claraphi Advisory Network, LLC | 3,455 | $878.0K | 0.31% | −809−19.0% | Reduced |
| Clare Market Investments LLC | 3,455 | $878.0K | 0.25% | +1,255+57.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,458 | $879.0K | 0.15% | +621+21.9% | Added |
| CPWM, LLC | 3,245 | $880.0K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,466 | $881.0K | 0.35% | +384+12.5% | Added |
| Moloney Securities Asset Management, LLC | 3,484 | $885.0K | 0.15% | −3,441−49.7% | Reduced |
| Greystone Financial Group, LLC | 3,484 | $885.0K | 0.21% | +302+9.5% | Added |
| Great Lakes Advisors, LLC | 3,488 | $886.0K | 0.01% | −5−0.1% | Reduced |
| Roberts Capital Advisors, LLC | 3,497 | $889.0K | 0.83% | +3,497 | New |
| Jmac Enterprises LLC | 4,127 | $893.0K | 0.21% | +4,127 | New |
| Aaron Wealth Advisors | 3,542 | $900.0K | 0.25% | +493+16.2% | Added |
| Diligent Investors, LLC | 3,544 | $901.0K | 0.25% | −535−13.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,549 | $902.0K | 0.44% | +3,549 | New |
| Jacobi Capital Management LLC | 3,564 | $906.0K | 0.11% | +285+8.7% | Added |
| Platform Technology Partners | 3,574 | $908.0K | 0.40% | +189+5.6% | Added |
| Agf Investments Inc. | 3,587 | $912.0K | 0.01% | −4,249−54.2% | Reduced |
| Trust Investment Advisors | 3,598 | $914.0K | 0.72% | −317−8.1% | Reduced |
| Fortis Capital Management LLC | 3,599 | $915.0K | 0.48% | −7,047−66.2% | Reduced |
| Congress Park Capital LLC | 3,600 | $915.0K | 0.45% | +100+2.9% | Added |
| SkyView Investment Advisors, LLC | 4,159 | $915.0K | 0.21% | +1,105+36.2% | Added |
| Camden Capital, LLC | 3,613 | $918.0K | 0.20% | −3,516−49.3% | Reduced |
| McDaniel Terry & Co | 3,615 | $919.0K | 0.09% | +577+19.0% | Added |
| Mission Creek Capital Partners, Inc. | 3,621 | $920.0K | 0.18% | +135+3.9% | Added |
| Stiles Financial Services Inc | 3,621 | $920.0K | 0.44% | +3,621 | New |
| Stratos Wealth Advisors, LLC | 3,624 | $921.0K | 0.07% | +33+0.9% | Added |
| Lumature Wealth Partners, LLC | 3,625 | $921.0K | 0.36% | +104+3.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $921.0K | 0.22% | +1,260+53.3% | Added |