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 |
|---|---|---|---|---|---|
| Harrell Investment Partners, LLC | 10,618 | $2.70M | 0.83% | +235+2.3% | Added |
| Pinnacle Holdings, LLC | 10,607 | $2.70M | 1.13% | +28+0.3% | Added |
| Coldstream Capital Management Inc | 10,587 | $2.69M | 0.08% | +5,911+126.4% | Added |
| IMA Wealth, Inc. | 10,530 | $2.68M | 0.59% | −118−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 10,498 | $2.67M | 0.10% | +1,293+14.0% | Added |
| Triangle Securities Wealth Management | 10,465 | $2.66M | 0.83% | −10−0.1% | Reduced |
| SFMG, LLC | 10,451 | $2.66M | 0.26% | +7,317+233.5% | Added |
| Bluefin Capital Management, LLC | 10,446 | $2.65M | 0.21% | +287+2.8% | Added |
| Stonnington Group, LLC | 11,221 | $2.63M | 0.57% | −8,980−44.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,339 | $2.63M | 0.91% | +233+2.3% | Added |
| Segall Bryant & Hamill, LLC | 10,323 | $2.62M | 0.02% | −1,173−10.2% | Reduced |
| American National Insurance Co | 10,289 | $2.62M | 0.58% | −52,815−83.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 10,288 | $2.61M | 0.22% | +1,985+23.9% | Added |
| Northstar Group, Inc. | 10,275 | $2.61M | 0.62% | +115+1.1% | Added |
| Seeyond | 10,224 | $2.60M | 0.24% | +783+8.3% | Added |
| Winfield Associates, Inc. | 10,176 | $2.59M | 0.86% | +350+3.6% | Added |
| Cavalier Investments, LLC | 10,139 | $2.58M | 0.67% | +3,073+43.5% | Added |
| Bradley Mark J. | 10,097 | $2.57M | 1.68% | +1,325+15.1% | Added |
| Koshinski Asset Management, Inc. | 10,051 | $2.55M | 0.21% | −1,712−14.6% | Reduced |
| Intellectus Partners, LLC | 10,039 | $2.55M | 0.65% | −183−1.8% | Reduced |
| Moore Capital Management, LP | 10,000 | $2.54M | 0.06% | −75,431−88.3% | Reduced |
| Precept Management LLC | 10,000 | $2.54M | 2.64% | 00.0% | Unchanged |
| AMS Capital Ltda | 10,000 | $2.54M | 0.57% | +10,000 | New |
| Claybrook Capital, LLC | 9,995 | $2.54M | 1.19% | −2,203−18.1% | Reduced |
| M. Kulyk & Associates, LLC | 9,980 | $2.54M | 0.66% | +965+10.7% | Added |
| Brewin Dolphin Ltd | 9,938 | $2.53M | 0.11% | −849−7.9% | Reduced |
| Altium Wealth Management LLC | 9,926 | $2.52M | 0.16% | +322+3.4% | Added |
| Clear Street Markets LLC | 9,910 | $2.52M | 0.23% | −17−0.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 10,629 | $2.50M | 1.13% | +2,528+31.2% | Added |
| Duff & Phelps Investment Management Co | 9,805 | $2.49M | 0.03% | +92+0.9% | Added |
| Northstar Asset Management LLC | 9,799 | $2.49M | 0.58% | +139+1.4% | Added |
| Wealthspire Advisors, LLC | 9,752 | $2.48M | 0.05% | +403+4.3% | Added |
| Freedom Day Solutions, LLC | 9,733 | $2.47M | 1.00% | +60+0.6% | Added |
| Sawtooth Solutions, LLC | 9,716 | $2.47M | 0.28% | +4,066+72.0% | Added |
| Sawyer & Company, Inc | 9,655 | $2.45M | 1.06% | +145+1.5% | Added |
| Insight Wealth Strategies, LLC | 9,652 | $2.45M | 0.35% | +47+0.5% | Added |
| Institute for Wealth Management, LLC. | 9,630 | $2.45M | 0.40% | +403+4.4% | Added |
| People's United Financial, Inc. | 9,624 | $2.45M | 0.06% | −1,325−12.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 9,553 | $2.43M | 0.02% | −462−4.6% | Reduced |
| E Fund Management Co., Ltd. | 9,545 | $2.43M | 0.09% | −802−7.8% | Reduced |
| Resources Management Corp | 9,509 | $2.42M | 0.31% | +606+6.8% | Added |
| Gs Investments, Inc. | 9,498 | $2.41M | 1.17% | +2,119+28.7% | Added |
| Nations Financial Group Inc, | 9,452 | $2.40M | 0.32% | −8,726−48.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,419 | $2.39M | 0.89% | +3,054+48.0% | Added |
| Viridian Ria, LLC | 9,402 | $2.39M | 0.50% | +9,402 | New |
| EFG Asset Management (North America) Corp. | 9,392 | $2.39M | 0.31% | +9,392 | New |
| Invst, LLC | 12,494 | $2.38M | 0.37% | +3,350+36.6% | Added |
| ARS Wealth Advisors Group, LLC | 9,317 | $2.37M | 0.40% | −115−1.2% | Reduced |
| Savant Capital, LLC | 9,320 | $2.37M | 0.08% | +3,478+59.5% | Added |
| Resonate Capital, LLC | 9,304 | $2.36M | 2.06% | +9,304 | New |
| Townsend & Associates, Inc | 10,192 | $2.36M | 1.29% | −162−1.6% | Reduced |
| Vision Capital Management, Inc. | 9,251 | $2.35M | 0.35% | +226+2.5% | Added |
| Burns J W & Co Inc | 9,193 | $2.34M | 0.34% | +334+3.8% | Added |
| Segment Wealth Management, LLC | 9,166 | $2.33M | 0.24% | +581+6.8% | Added |
| Quantum Private Wealth, LLC | 9,152 | $2.33M | 0.88% | +9,152 | New |
| Northeast Financial Consultants Inc | 9,123 | $2.32M | 0.14% | +814+9.8% | Added |
| L & S Advisors Inc | 9,094 | $2.31M | 0.25% | −25,899−74.0% | Reduced |
| Red Door Wealth Management, LLC | 9,054 | $2.30M | 0.75% | +831+10.1% | Added |
| VeraBank, N.A. | 9,043 | $2.30M | 1.16% | +45+0.5% | Added |
| Moneta Group Investment Advisors LLC | 9,019 | $2.29M | 0.09% | +203+2.3% | Added |
| Viking Fund Management LLC | 9,000 | $2.29M | 0.60% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,000 | $2.29M | 0.96% | +100+1.1% | Added |
| Ausdal Financial Partners, Inc. | 8,991 | $2.29M | 0.31% | −543−5.7% | Reduced |
| Maven Securities LTD | 8,983 | $2.28M | 0.28% | +6,262+230.1% | Added |
| Tiemann Investment Advisors, LLC | 8,970 | $2.28M | 0.96% | −45−0.5% | Reduced |
| Cohen Investment Advisors LLC | 8,964 | $2.28M | 1.62% | −17−0.2% | Reduced |
| BNC Wealth Management, LLC | 8,954 | $2.27M | 1.08% | +929+11.6% | Added |
| Bank Ozk | 8,913 | $2.27M | 0.92% | −59−0.7% | Reduced |
| Meristem Family Wealth, LLC | 8,899 | $2.26M | 0.19% | +258+3.0% | Added |
| Nicolet Bankshares Inc | 8,863 | $2.25M | 0.50% | +852+10.6% | Added |
| Trust Asset Management LLC | 8,855 | $2.25M | 0.28% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 9,703 | $2.24M | 1.55% | +1,927+24.8% | Added |
| ProVise Management Group, LLC | 8,792 | $2.23M | 0.20% | −475−5.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,780 | $2.23M | 0.44% | +850+10.7% | Added |
| Wrapmanager Inc | 8,759 | $2.23M | 0.56% | −22−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 8,742 | $2.22M | 0.21% | +398+4.8% | Added |
| Laffer Tengler Investments | 8,721 | $2.22M | 0.64% | +220+2.6% | Added |
| Gyon Technologies Capital Management, LP | 8,720 | $2.22M | 0.41% | −12,119−58.2% | Reduced |
| Guardian Capital Advisors LP | 9,302 | $2.21M | 0.21% | +50+0.5% | Added |
| Metis Global Partners, LLC | 8,691 | $2.21M | 0.61% | +8,691 | New |
| Wedmont Private Capital | 9,656 | $2.21M | 0.68% | +9,656 | New |
| Intrust Bank NA | 8,664 | $2.20M | 0.26% | −63−0.7% | Reduced |
| Virtue Capital Management, LLC | 8,640 | $2.20M | 0.32% | +471+5.8% | Added |
| United Bank | 8,636 | $2.19M | 1.18% | +1,310+17.9% | Added |
| Midwest Wealth Management Inc. | 8,583 | $2.18M | 1.36% | +376+4.6% | Added |
| Bell Bank | 8,549 | $2.17M | 0.25% | +513+6.4% | Added |
| Abbrea Capital, LLC | 8,524 | $2.17M | 0.29% | +336+4.1% | Added |
| Shepherd Financial Partners LLC | 8,485 | $2.15M | 0.37% | +192+2.3% | Added |
| Chicago Partners Investment Group LLC | 10,422 | $2.15M | 0.15% | +219+2.1% | Added |
| Conning Inc. | 8,454 | $2.15M | 0.06% | −949−10.1% | Reduced |
| Winton Group Ltd | 8,409 | $2.14M | 0.13% | −5,062−37.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,350 | $2.12M | 0.53% | +250+3.1% | Added |
| Aldebaran Financial Inc. | 8,329 | $2.12M | 1.65% | +65+0.8% | Added |
| JT Stratford LLC | 8,322 | $2.12M | 0.58% | −54−0.6% | Reduced |
| West Branch Capital LLC | 8,281 | $2.10M | 0.90% | +117+1.4% | Added |
| Investors Financial Group, LLC | 8,275 | $2.10M | 0.98% | +784+10.5% | Added |
| Assetmark, Inc | 8,274 | $2.10M | 0.01% | +6,919+510.6% | Added |
| KG&L Capital Management,LLC | 8,229 | $2.09M | 0.84% | −4,822−36.9% | Reduced |
| Centiva Capital, LP | 8,205 | $2.08M | 0.13% | +4,577+126.2% | Added |
| TrinityPoint Wealth, LLC | 8,201 | $2.08M | 0.37% | −174−2.1% | Reduced |