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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 6,523 | $1.66M | 0.08% | −13,537−67.5% | Reduced |
| Karani Asset Management LLC | 6,524 | $1.66M | 0.82% | −548−7.7% | Reduced |
| Bienville Capital Management, LLC | 6,520 | $1.66M | 1.20% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,514 | $1.66M | 0.64% | +294+4.7% | Added |
| HBK Sorce Advisory LLC | 6,500 | $1.65M | 0.08% | +295+4.8% | Added |
| Barrett Asset Management, LLC | 6,498 | $1.65M | 0.06% | +561+9.4% | Added |
| Teza Capital Management LLC | 6,493 | $1.65M | 0.44% | −2,589−28.5% | Reduced |
| Hyman Charles D | 6,471 | $1.64M | 0.10% | 00.0% | Unchanged |
| Albion Financial Group | 6,469 | $1.64M | 0.13% | +79+1.2% | Added |
| Proequities, Inc. | 6,470 | $1.64M | 0.09% | +493+8.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,451 | $1.64M | 0.40% | +289+4.7% | Added |
| CX Institutional | 6,448 | $1.64M | 0.13% | +4,945+329.0% | Added |
| Capstone Investment Advisors, LLC | 6,424 | $1.63M | 0.03% | −8,427−56.7% | Reduced |
| Rosenbaum Jay D. | 6,380 | $1.62M | 2.38% | +510+8.7% | Added |
| Columbia Trust Co 01012016 | 5,948 | $1.61M | 0.85% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,345 | $1.61M | 0.08% | +52+0.8% | Added |
| Options Solutions, LLC | 6,331 | $1.61M | 1.46% | +6,331 | New |
| M&R Capital Management Inc | 6,298 | $1.60M | 0.33% | +1,000+18.9% | Added |
| Clear Harbor Asset Management, LLC | 6,258 | $1.59M | 0.17% | −5−0.1% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $1.59M | 1.09% | +15+0.3% | Added |
| Orion Capital Management LLC | 6,226 | $1.58M | 0.90% | +30+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,162 | $1.57M | 0.33% | +801+14.9% | Added |
| Blue Square Asset Management, LLC | 6,145 | $1.56M | 0.97% | +23+0.4% | Added |
| Cribstone Capital Management, LLC | 6,141 | $1.56M | 0.87% | +114+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,068 | $1.54M | 0.31% | +1,128+22.8% | Added |
| Dearborn Partners LLC | 6,048 | $1.54M | 0.06% | −28−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.54M | 0.50% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,044 | $1.54M | 0.15% | +462+8.3% | Added |
| Wealth Alliance | 6,030 | $1.53M | 0.31% | +246+4.3% | Added |
| Lindbrook Capital, LLC | 5,992 | $1.52M | 0.23% | +2,397+66.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,985 | $1.52M | 0.88% | +5+0.1% | Added |
| Central Bank & Trust Co | 5,953 | $1.51M | 0.23% | −72−1.2% | Reduced |
| Helios Capital Management Pte. Ltd | 5,950 | $1.51M | 1.37% | +5,950 | New |
| Intrua Financial, LLC | 5,934 | $1.51M | 0.27% | −117−1.9% | Reduced |
| Dakota Wealth Management | 5,896 | $1.50M | 0.16% | −5,579−48.6% | Reduced |
| Canton Hathaway, LLC | 5,864 | $1.49M | 0.40% | +4,390+297.8% | Added |
| Wakefield Asset Management LLLP | 5,855 | $1.49M | 0.51% | +143+2.5% | Added |
| WT Wealth Management | 5,853 | $1.49M | 0.55% | −334−5.4% | Reduced |
| Eastern Bank | 5,841 | $1.48M | 0.06% | −26−0.4% | Reduced |
| Arkadios Wealth Advisors | 5,840 | $1.48M | 0.20% | +194+3.4% | Added |
| Guerra Pan Advisors, LLC | 5,822 | $1.48M | 1.47% | +5,822 | New |
| Mainstay Capital Management LLC | 5,820 | $1.48M | 0.45% | −1,788−23.5% | Reduced |
| Change Path, LLC | 5,808 | $1.48M | 0.07% | +1,101+23.4% | Added |
| EPIQ Capital Group, LLC | 5,793 | $1.47M | 0.26% | −1,139−16.4% | Reduced |
| Optas, LLC | 5,791 | $1.47M | 0.42% | +14+0.2% | Added |
| Norway Savings Bank | 5,787 | $1.47M | 0.64% | +105+1.8% | Added |
| Parcion Private Wealth LLC | 6,351 | $1.47M | 0.13% | −958−13.1% | Reduced |
| Brown Brothers Harriman & Co | 5,779 | $1.47M | 0.01% | +236+4.3% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.47M | 0.25% | 00.0% | Unchanged |
| Capital Management Associates | 5,735 | $1.46M | 1.43% | −1,085−15.9% | Reduced |
| Davidson Capital Management Inc. | 5,728 | $1.46M | 0.80% | +187+3.4% | Added |
| Heritage Trust Co | 5,728 | $1.46M | 0.19% | −66−1.1% | Reduced |
| Inscription Capital, LLC | 5,708 | $1.45M | 0.40% | −585−9.3% | Reduced |
| Silicon Valley Capital Partners | 5,702 | $1.45M | 0.23% | +2,187+62.2% | Added |
| McDonald Partners LLC | 5,700 | $1.45M | 1.34% | +3,706+185.9% | Added |
| Absolute Capital Management, LLC | 5,700 | $1.45M | 1.34% | +5,700 | New |
| Congress Wealth Management LLC | 5,666 | $1.44M | 0.03% | +5,666 | New |
| Ameritas Advisory Services, LLC | 5,651 | $1.44M | 0.05% | +5,651 | New |
| Kistler-Tiffany Companies, LLC | 5,644 | $1.43M | 0.28% | +745+15.2% | Added |
| Rossmore Private Capital | 5,612 | $1.43M | 0.22% | +59+1.1% | Added |
| Herbst Group, LLC | 5,608 | $1.43M | 0.88% | +5,608 | New |
| BigSur Wealth Management LLC | 5,600 | $1.42M | 0.56% | 00.0% | Unchanged |
| DCM Advisors, LLC | 5,514 | $1.40M | 0.41% | −783−12.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,484 | $1.39M | 1.00% | −79−1.4% | Reduced |
| Bard Financial Services, Inc. | 5,485 | $1.39M | 0.11% | 00.0% | Unchanged |
| First United Bank Trust | 5,482 | $1.39M | 0.51% | +25+0.5% | Added |
| Wealthsource Partners, LLC | 5,454 | $1.39M | 0.11% | +981+21.9% | Added |
| Country Club Trust Company, n.a. | 5,426 | $1.39M | 0.11% | +818+17.8% | Added |
| Alaethes Wealth LLC | 5,428 | $1.38M | 0.87% | +21+0.4% | Added |
| Blodgett Wealth Advisors, LLC | 5,425 | $1.38M | 1.08% | +5,425 | New |
| Community Bank & Trust, Waco, Texas | 5,422 | $1.38M | 0.41% | −20−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,397 | $1.37M | 0.08% | −211−3.8% | Reduced |
| 1st Source Bank | 5,386 | $1.37M | 0.08% | −188−3.4% | Reduced |
| Summit Global Investments | 5,383 | $1.37M | 0.09% | +291+5.7% | Added |
| Redmond Asset Management, LLC | 5,385 | $1.37M | 0.38% | +463+9.4% | Added |
| Alta Wealth Advisors LLC | 5,360 | $1.36M | 0.84% | +850+18.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,325 | $1.35M | 0.69% | +400+8.1% | Added |
| Graypoint LLC | 5,305 | $1.35M | 0.14% | +1,106+26.3% | Added |
| Redmont Wealth Advisors LLC | 5,300 | $1.35M | 1.49% | +5,300 | New |
| KRS Capital Management, LLC | 5,283 | $1.34M | 1.15% | +5,283 | New |
| Byrne Asset Management LLC | 5,267 | $1.34M | 0.87% | +5,267 | New |
| Curbstone Financial Management Corp | 5,256 | $1.34M | 0.24% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,254 | $1.33M | 0.27% | −40−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,248 | $1.33M | 0.07% | +184+3.6% | Added |
| Landscape Capital Management, L.L.C. | 5,241 | $1.33M | 0.19% | +1,569+42.7% | Added |
| Barden Capital Management, Inc. | 5,240 | $1.33M | 1.27% | +5,240 | New |
| Perennial Investment Advisors, LLC | 5,225 | $1.33M | 0.41% | +220+4.4% | Added |
| StoneX Group Inc. | 5,212 | $1.32M | 0.15% | +563+12.1% | Added |
| Fortitude Advisory Group L.L.C. | 5,162 | $1.31M | 0.67% | +5,162 | New |
| Sound View Wealth Advisors Group, LLC | 5,154 | $1.31M | 0.25% | +674+15.0% | Added |
| Next Century Growth Investors LLC | 5,142 | $1.31M | 0.12% | −3−0.1% | Reduced |
| Financial Advocates Investment Management | 5,139 | $1.31M | 0.09% | +557+12.2% | Added |
| First Pacific Advisors, LP | 5,125 | $1.30M | 0.02% | −915−15.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,113 | $1.30M | 0.76% | +5,113 | New |
| Buffington Mohr McNeal | 5,108 | $1.30M | 0.22% | +582+12.9% | Added |
| Tilia Fiduciary Partners, Inc. | 5,098 | $1.30M | 1.04% | +5,098 | New |
| Wambolt & Associates, LLC | 901,553 | $1.29M | 0.47% | +976+0.1% | Added |
| DB Fitzpatrick & Co, Inc | 5,093 | $1.29M | 1.21% | +5,093 | New |
| SPC Financial, Inc. | 5,078 | $1.29M | 0.14% | +3,939+345.8% | Added |
| Lee Capital Holdings LLC | 5,055 | $1.28M | 0.68% | −11,695−69.8% | Reduced |