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 |
|---|---|---|---|---|---|
| Legacy Capital Partners, Inc. | 8,199 | $2.08M | 0.68% | +125+1.5% | Added |
| Northeast Financial Group, Inc. | 8,193 | $2.08M | 1.22% | +544+7.1% | Added |
| Hiddenite Capital Partners LP | 8,150 | $2.07M | 2.50% | +8,150 | New |
| Jackson Hole Capital Partners, LLC | 8,132 | $2.07M | 0.65% | +1,081+15.3% | Added |
| Waldron Private Wealth LLC | 8,102 | $2.06M | 0.10% | +3,592+79.6% | Added |
| IPG Investment Advisors LLC | 8,068 | $2.05M | 0.37% | +43+0.5% | Added |
| Chickasaw Capital Management LLC | 8,059 | $2.05M | 0.10% | −545−6.3% | Reduced |
| Regal Investment Advisors LLC | 8,054 | $2.05M | 0.18% | −795−9.0% | Reduced |
| Elmwood Wealth Management, Inc. | 8,051 | $2.05M | 0.98% | +8,051 | New |
| Eagle Asset Management Inc | 7,981 | $2.04M | 0.01% | +253+3.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.03M | 0.62% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,988 | $2.03M | 0.03% | +1,033+14.9% | Added |
| Krilogy Financial LLC | 7,976 | $2.03M | 0.20% | −78−1.0% | Reduced |
| Mission Wealth Management, LP | 7,957 | $2.02M | 0.09% | +96+1.2% | Added |
| FORA Capital, LLC | 7,939 | $2.02M | 0.78% | −14,441−64.5% | Reduced |
| Vigilare Wealth Management | 7,937 | $2.02M | 1.19% | +169+2.2% | Added |
| TRUE Private Wealth Advisors | 7,917 | $2.01M | 0.29% | +222+2.9% | Added |
| Penserra Capital Management LLC | 7,914 | $2.01M | 0.04% | +4,394+124.8% | Added |
| Ascent Wealth Partners, LLC | 7,836 | $1.99M | 0.35% | +226+3.0% | Added |
| International Assets Investment Management, LLC | 7,824 | $1.99M | 0.35% | +173+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,810 | $1.98M | 0.17% | +3,250+71.3% | Added |
| Modus Advisors, LLC | 7,776 | $1.98M | 0.84% | −291−3.6% | Reduced |
| Sunbelt Securities, Inc. | 9,088 | $1.98M | 0.32% | +1,129+14.2% | Added |
| IHT Wealth Management, LLC | 7,748 | $1.97M | 0.15% | +532+7.4% | Added |
| Westover Capital Advisors, LLC | 7,727 | $1.96M | 0.57% | +2,092+37.1% | Added |
| Oak Harbor Wealth Partners, LLC | 7,725 | $1.96M | 0.68% | +7,725 | New |
| Compton Capital Management Inc | 7,710 | $1.96M | 0.51% | +1,150+17.5% | Added |
| Madden Securities Corp | 7,666 | $1.95M | 0.91% | +473+6.6% | Added |
| Forum Financial Management, LP | 7,660 | $1.95M | 0.10% | +7,660 | New |
| Acorn Financial Advisory Services Inc | 7,643 | $1.94M | 0.39% | −10.0% | Reduced |
| Signature Wealth Management Group | 7,641 | $1.94M | 0.98% | +866+12.8% | Added |
| EP Wealth Advisors, LLC | 7,614 | $1.94M | 0.05% | +1,686+28.4% | Added |
| Oxler Private Wealth LLC | 7,567 | $1.92M | 0.80% | −33−0.4% | Reduced |
| Peterson Wealth Services | 7,567 | $1.92M | 1.28% | +7,567 | New |
| Exchange Traded Concepts, LLC | 7,538 | $1.92M | 0.04% | −278−3.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,540 | $1.92M | 0.55% | −134−1.7% | Reduced |
| Regatta Capital Group, LLC | 7,529 | $1.91M | 0.67% | +7,529 | New |
| Wade G W & Inc | 7,519 | $1.91M | 0.08% | +183+2.5% | Added |
| Bay Rivers Group | 7,504 | $1.91M | 1.17% | +146+2.0% | Added |
| Avalon Investment & Advisory | 7,474 | $1.90M | 0.05% | −6,779−47.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 7,472 | $1.90M | 0.63% | −20.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,465 | $1.90M | 0.16% | −462−5.8% | Reduced |
| Navalign, LLC | 7,455 | $1.90M | 0.76% | −143−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 7,455 | $1.90M | 0.21% | −7−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 7,438 | $1.89M | 0.96% | −421−5.4% | Reduced |
| Cornerstone National Bank & Trust Co | 7,434 | $1.89M | 0.83% | +15+0.2% | Added |
| Davenport & Co LLC | 7,431 | $1.89M | 0.01% | +394+5.6% | Added |
| Compton Wealth Advisory Group, LLC | 7,418 | $1.89M | 0.81% | +695+10.3% | Added |
| Legacy Private Trust Co. | 7,395 | $1.88M | 0.14% | +3,180+75.4% | Added |
| Lloyd Park, LLC | 7,385 | $1.88M | 1.49% | +7,385 | New |
| MBB Public Markets I LLC | 7,373 | $1.87M | 0.04% | +7,373 | New |
| Laidlaw Wealth Management LLC | 7,370 | $1.87M | 0.30% | +163+2.3% | Added |
| Intersect Capital LLC | 7,349 | $1.87M | 0.34% | −4,848−39.7% | Reduced |
| Asset Dedication, LLC | 7,242 | $1.86M | 0.22% | +2,491+52.4% | Added |
| Advisor Resource Council | 7,310 | $1.86M | 0.14% | +1,431+24.3% | Added |
| Exane Derivatives | 7,306 | $1.86M | 0.45% | −2,155−22.8% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.85M | 1.46% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 7,250 | $1.84M | 1.34% | −354−4.7% | Reduced |
| Personal Cfo Solutions, LLC | 7,219 | $1.83M | 0.34% | +179+2.5% | Added |
| Field & Main Bank | 7,190 | $1.83M | 1.05% | +105+1.5% | Added |
| Roman Butler Fullerton & Co | 7,125 | $1.81M | 0.80% | −92−1.3% | Reduced |
| Emerson Point Capital LP | 7,127 | $1.81M | 0.28% | 00.0% | Unchanged |
| Commons Capital, LLC | 7,107 | $1.81M | 1.79% | +7,107 | New |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.80M | 0.24% | −12−0.2% | Reduced |
| Mutual Advisors, LLC | 7,097 | $1.80M | 0.10% | +863+13.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,083 | $1.80M | 0.54% | +489+7.4% | Added |
| EPG Wealth Management LLC | 7,065 | $1.80M | 0.63% | +930+15.2% | Added |
| Stansberry Asset Management, LLC | 7,076 | $1.80M | 0.34% | +4,216+147.4% | Added |
| GFG Capital, LLC | 7,054 | $1.79M | 0.54% | +942+15.4% | Added |
| Clark Capital Management Group, Inc. | 7,015 | $1.78M | 0.02% | +277+4.1% | Added |
| Keudell/Morrison Wealth Management | 7,014 | $1.78M | 0.70% | −4−0.1% | Reduced |
| Arden Trust Co | 6,971 | $1.77M | 0.30% | +420+6.4% | Added |
| Ironwood Investment Management LLC | 6,957 | $1.77M | 0.87% | −50−0.7% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.77M | 0.36% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 6,950 | $1.77M | 0.04% | −150−2.1% | Reduced |
| Missouri Trust & Investment Co | 6,942 | $1.76M | 1.02% | +6,942 | New |
| 180 Wealth Advisors, LLC | 8,065 | $1.76M | 0.40% | +939+13.2% | Added |
| Brandywine Managers, LLC | 6,913 | $1.76M | 1.99% | −1,450−17.3% | Reduced |
| Carroll Financial Associates, Inc. | 6,796 | $1.75M | 0.09% | −214−3.1% | Reduced |
| Moseley Investment Management Inc | 6,902 | $1.75M | 0.80% | −8−0.1% | Reduced |
| Pennsylvania Capital Management Inc | 6,889 | $1.75M | 0.60% | +262+4.0% | Added |
| Ritholtz Wealth Management | 6,887 | $1.75M | 0.11% | +599+9.5% | Added |
| WealthShield Partners, LLC | 6,885 | $1.75M | 0.29% | +790+13.0% | Added |
| Nikulski Financial, Inc. | 6,860 | $1.74M | 0.73% | +640+10.3% | Added |
| Western Wealth Management, LLC | 6,834 | $1.74M | 0.17% | +6,834 | New |
| BOK Financial Private Wealth, Inc. | 6,843 | $1.74M | 0.12% | +334+5.1% | Added |
| Ipswich Investment Management Co., Inc. | 6,838 | $1.74M | 0.41% | +665+10.8% | Added |
| Bluestein R H & Co | 6,787 | $1.73M | 0.06% | −194−2.8% | Reduced |
| Alpine Global Management, LLC | 6,772 | $1.72M | 0.26% | +6,772 | New |
| Canvas Wealth Advisors, LLC | 6,747 | $1.72M | 0.62% | +551+8.9% | Added |
| Element Pointe Advisors, LLC | 6,732 | $1.71M | 0.53% | +242+3.7% | Added |
| Engine No. 1 LLC | 6,711 | $1.71M | 0.35% | +1,477+28.2% | Added |
| Bangor Savings Bank | 6,680 | $1.70M | 0.16% | +99+1.5% | Added |
| Voya Financial Advisors, Inc. | 6,637 | $1.70M | 0.19% | +339+5.4% | Added |
| Fukoku Mutual Life Insurance Co | 6,660 | $1.69M | 0.13% | +240+3.7% | Added |
| Norris Financial Group, LLC | 6,636 | $1.69M | 1.02% | +3,054+85.3% | Added |
| Silicon Valley Community Foundation | 6,604 | $1.68M | 0.11% | +6,604 | New |
| Abbot Financial Management, Inc. | 6,561 | $1.67M | 0.74% | +61+0.9% | Added |
| MidWestOne Financial Group, Inc. | 6,557 | $1.67M | 0.35% | +22+0.3% | Added |
| Bailard, Inc. | 6,552 | $1.67M | 0.05% | +200+3.1% | Added |