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
- +204 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
- 134
- 691 more reduced
36 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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 14,102 | $3.58M | 0.27% | +2,302+19.5% | Added |
| Perfromance Wealth Partners, LLC | 14,078 | $3.58M | 0.14% | +14,078 | New |
| Empirical Finance, LLC | 14,005 | $3.56M | 0.42% | +2,808+25.1% | Added |
| Boardman Bay Capital Management LLC | 14,000 | $3.56M | 5.92% | +14,000 | New |
| Silvant Capital Management LLC | 13,947 | $3.54M | 0.61% | −592−4.1% | Reduced |
| Thoroughbred Financial Services, LLC | 13,939 | $3.54M | 0.74% | +1,635+13.3% | Added |
| Blackhawk Capital Partners LLC. | 13,896 | $3.53M | 2.13% | −62−0.4% | Reduced |
| Magnetar Financial LLC | 13,863 | $3.52M | 0.04% | +13,863 | New |
| Comerica Securities,inc. | 13,812 | $3.51M | 0.23% | +196+1.4% | Added |
| AMJ Financial Wealth Management | 13,797 | $3.51M | 1.27% | +3,787+37.8% | Added |
| VisionPoint Advisory Group, LLC | 15,957 | $3.50M | 1.53% | −9,260−36.7% | Reduced |
| FourThought Financial, LLC | 13,753 | $3.50M | 0.44% | +1,082+8.5% | Added |
| Sowell Financial Services LLC | 13,710 | $3.48M | 0.20% | +13,710 | New |
| Northern Oak Wealth Management Inc | 13,704 | $3.48M | 0.39% | −516−3.6% | Reduced |
| Geneva Capital Management LLC | 13,652 | $3.47M | 0.06% | −329−2.4% | Reduced |
| Pensionfund DSM Netherlands | 13,600 | $3.46M | 0.40% | 00.0% | Unchanged |
| Connable Office Inc | 13,569 | $3.45M | 0.44% | −202−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 13,565 | $3.45M | 0.30% | +1,735+14.7% | Added |
| Private Trust Co NA | 13,443 | $3.42M | 0.47% | +173+1.3% | Added |
| Platte River Wealth Advisors, LLC | 14,525 | $3.41M | 1.17% | −50.0% | Reduced |
| Avitas Wealth Management LLC | 13,419 | $3.41M | 0.57% | +2,640+24.5% | Added |
| Kovack Advisors, Inc. | 13,412 | $3.41M | 0.33% | −2,645−16.5% | Reduced |
| Asio Capital, LLC | 13,326 | $3.39M | 1.05% | +1,349+11.3% | Added |
| Fulton Bank, N.A. | 13,315 | $3.38M | 0.15% | −314−2.3% | Reduced |
| Barings LLC | 13,309 | $3.38M | 0.09% | −1,899−12.5% | Reduced |
| Jupiter Wealth Management LLC | 13,212 | $3.36M | 1.74% | −1,080−7.6% | Reduced |
| Stonegate Investment Group, LLC | 13,193 | $3.35M | 0.14% | +13,193 | New |
| Signaturefd, LLC | 13,140 | $3.34M | 0.10% | +1,223+10.3% | Added |
| Kelly Lawrence W & Associates Inc | 13,135 | $3.34M | 0.66% | −70−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 13,102 | $3.33M | 0.11% | −266−2.0% | Reduced |
| V Wealth Advisors LLC | 13,058 | $3.32M | 0.49% | −91−0.7% | Reduced |
| Hixon Zuercher, LLC | 13,043 | $3.31M | 1.66% | +280+2.2% | Added |
| Canandaigua National Corp | 13,037 | $3.31M | 0.49% | −48−0.4% | Reduced |
| Courier Capital LLC | 13,027 | $3.31M | 0.31% | −536−4.0% | Reduced |
| Pitcairn Co | 12,970 | $3.30M | 0.21% | −226−1.7% | Reduced |
| Connolly Sarah T. | 12,898 | $3.28M | 1.83% | +3,828+42.2% | Added |
| Aft, Forsyth & Company, Inc. | 12,852 | $3.27M | 1.68% | −1,545−10.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 12,759 | $3.24M | 2.16% | +40+0.3% | Added |
| Alterity Financial Group, LLC | 12,630 | $3.21M | 3.47% | +12,630 | New |
| Morningstar Investment Services LLC | 12,561 | $3.19M | 0.04% | +11,477+1,058.8% | Added |
| Schechter Investment Advisors, LLC | 12,516 | $3.18M | 0.29% | +12,516 | New |
| Schmidt P J Investment Management Inc | 13,659 | $3.18M | 0.63% | −178−1.3% | Reduced |
| Bremer Bank National Association | 12,424 | $3.16M | 0.52% | −3,552−22.2% | Reduced |
| American Portfolios Advisors | 12,412 | $3.15M | 0.11% | +1,997+19.2% | Added |
| Mizuho Securities USA LLC | 12,362 | $3.14M | 0.28% | −1,027−7.7% | Reduced |
| Van Hulzen Asset Management, LLC | 12,270 | $3.14M | 0.34% | +12,270 | New |
| Swarthmore Group Inc | 12,326 | $3.13M | 0.74% | −20,654−62.6% | Reduced |
| Wunderlich Capital Managemnt | 12,309 | $3.13M | 1.39% | +1,022+9.1% | Added |
| TCTC Holdings, LLC | 12,277 | $3.12M | 0.13% | +215+1.8% | Added |
| FinTrust Capital Advisors, LLC | 12,248 | $3.11M | 0.75% | +9,273+311.7% | Added |
| Glynn Capital Management LLC | 12,197 | $3.10M | 0.33% | +1,985+19.4% | Added |
| Aspiriant, LLC | 12,114 | $3.08M | 0.16% | +2,476+25.7% | Added |
| Summit Financial, LLC | 12,102 | $3.08M | 0.23% | +1,266+11.7% | Added |
| Grandview Asset Management LLC | 12,020 | $3.06M | 1.23% | −208−1.7% | Reduced |
| Westpark Management, LLC | 12,000 | $3.05M | 2.86% | +12,000 | New |
| Bridge Creek Capital Management LLC | 39,332 | $3.05M | 1.05% | −151−0.4% | Reduced |
| Regency Capital Management Inc. | 11,896 | $3.02M | 1.92% | +908+8.3% | Added |
| Good Life Advisors, LLC | 11,886 | $3.02M | 0.37% | −128−1.1% | Reduced |
| Slow Capital, Inc. | 11,863 | $3.02M | 0.52% | +649+5.8% | Added |
| Jabodon PT Co | 11,847 | $3.01M | 1.37% | +11,847 | New |
| Pictet Bank & Trust Ltd | 11,813 | $3.00M | 1.55% | −20−0.2% | Reduced |
| Stevens Capital Management LP | 11,813 | $3.00M | 0.69% | +11,813 | New |
| Trustmark National Bank Trust Department | 11,806 | $3.00M | 0.23% | +134+1.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,804 | $3.00M | 0.23% | +8,843+298.6% | Added |
| Verde Capital Management | 11,753 | $2.99M | 1.14% | +112+1.0% | Added |
| Eqis Capital Management, Inc. | 11,749 | $2.99M | 0.22% | −482−3.9% | Reduced |
| Desjardins Global Asset Management Inc. | 11,740 | $2.98M | 0.26% | +11,740 | New |
| Threadgill Financial, LLC | 11,628 | $2.97M | 1.77% | +1,050+9.9% | Added |
| GDS Wealth Management | 11,647 | $2.96M | 0.66% | +11,647 | New |
| Kempen Capital Management N.V. | 11,618 | $2.95M | 0.09% | −1,066−8.4% | Reduced |
| Meridian Wealth Advisors, LLC | 11,583 | $2.94M | 0.72% | +510+4.6% | Added |
| PFS Investments Inc. | 11,534 | $2.93M | 0.06% | +2,104+22.3% | Added |
| TD Private Client Wealth LLC | 11,496 | $2.92M | 0.12% | +2,154+23.1% | Added |
| Cowen and Company, LLC | 11,424 | $2.90M | 0.28% | −7,434−39.4% | Reduced |
| Dynamic Advisor Solutions LLC | 11,414 | $2.90M | 0.21% | +286+2.6% | Added |
| Perpetual Investment Management Ltd | 11,409 | $2.90M | 0.33% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,300 | $2.87M | 0.11% | +382+3.5% | Added |
| Wahed Invest LLC | 11,229 | $2.85M | 1.59% | +11,229 | New |
| Berkshire Bank | 11,216 | $2.85M | 0.63% | +441+4.1% | Added |
| Michael B. Yongue | 11,190 | $2.84M | 1.89% | −761−6.4% | Reduced |
| Boltwood Capital Management | 11,154 | $2.83M | 1.05% | +69+0.6% | Added |
| Grove Bank & Trust | 11,154 | $2.83M | 0.54% | +682+6.5% | Added |
| Ferris Capital, LLC | 11,145 | $2.83M | 0.62% | −194−1.7% | Reduced |
| Welch & Forbes LLC | 11,133 | $2.83M | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 11,080 | $2.82M | 0.18% | +587+5.6% | Added |
| Finer Wealth Management, Inc. | 11,055 | $2.81M | 2.33% | +11,055 | New |
| AIA Group Ltd | 11,044 | $2.81M | 0.13% | +10,008+966.0% | Added |
| Diversified Trust Co | 11,027 | $2.80M | 0.09% | −160−1.4% | Reduced |
| GPM Growth Investors, Inc. | 11,000 | $2.79M | 1.39% | −69−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,976 | $2.79M | 0.05% | −1,652−13.1% | Reduced |
| Ballentine Partners, LLC | 10,944 | $2.78M | 0.08% | −1,081−9.0% | Reduced |
| Citizens & Northern Corp | 10,935 | $2.78M | 1.00% | +900+9.0% | Added |
| Kaizen Financial Strategies | 10,877 | $2.76M | 2.07% | +2,949+37.2% | Added |
| Investment Research & Advisory Group, Inc. | 10,861 | $2.76M | 1.70% | +58+0.5% | Added |
| Clearstead Advisors, LLC | 10,811 | $2.75M | 0.19% | +444+4.3% | Added |
| Independence Bank of Kentucky | 10,787 | $2.74M | 1.12% | −190−1.7% | Reduced |
| Cypress Asset Management Inc | 10,786 | $2.74M | 0.65% | −160−1.5% | Reduced |
| Birinyi Associates Inc | 10,665 | $2.71M | 0.85% | +750+7.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,645 | $2.71M | 0.13% | −140−1.3% | Reduced |
| Asset Management Corp | 10,620 | $2.70M | 1.56% | +6,100+135.0% | Added |