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 |
|---|---|---|---|---|---|
| Nwam LLC | 5,041 | $1.28M | 0.10% | +488+10.7% | Added |
| Bond & Devick Financial Network, Inc. | 5,015 | $1.27M | 0.96% | −100−2.0% | Reduced |
| Atom Investors LP | 5,008 | $1.27M | 0.35% | +1,850+58.6% | Added |
| Capital Investment Advisors, LLC | 5,000 | $1.27M | 0.04% | +270+5.7% | Added |
| CoreCap Advisors, LLC | 5,001 | $1.27M | 0.09% | +5,001 | New |
| Greenline Partners, LLC | 4,995 | $1.27M | 0.24% | −20.0% | Reduced |
| Bryn Mawr Trust Co | 4,981 | $1.27M | 0.05% | −33−0.7% | Reduced |
| Quadrant Capital Group LLC | 4,956 | $1.26M | 0.15% | −139−2.7% | Reduced |
| Strategic Blueprint, LLC | 4,932 | $1.25M | 0.16% | +1,028+26.3% | Added |
| Gladius Capital Management LP | 4,920 | $1.25M | 0.42% | +4,920 | New |
| Gamco Investors, Inc. Et Al | 4,920 | $1.25M | 0.01% | −82−1.6% | Reduced |
| Golden State Wealth Management, LLC | 4,884 | $1.24M | 0.21% | +1,236+33.9% | Added |
| Legacy Bridge, LLC | 4,879 | $1.24M | 0.65% | −105−2.1% | Reduced |
| New Century Advisors, LLC | 4,880 | $1.24M | 1.18% | +4,880 | New |
| NVWM, LLC | 4,871 | $1.24M | 0.39% | −915−15.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,861 | $1.24M | 0.48% | +260+5.7% | Added |
| TLWM | 4,850 | $1.23M | 0.41% | +168+3.6% | Added |
| Modera Wealth Management, LLC | 4,849 | $1.23M | 0.05% | +2,748+130.8% | Added |
| Midwest Professional Planners, LTD. | 4,837 | $1.23M | 0.60% | +108+2.3% | Added |
| Brown Capital Management LLC | 4,827 | $1.23M | 0.01% | +769+19.0% | Added |
| Evoke Wealth, LLC | 5,041 | $1.23M | 0.04% | +200+4.1% | Added |
| Avantax Planning Partners, Inc. | 4,803 | $1.22M | 0.05% | +123+2.6% | Added |
| GraniteShares Advisors LLC | 4,801 | $1.22M | 0.56% | +4,801 | New |
| Leelyn Smith, LLC | 4,796 | $1.22M | 0.33% | +327+7.3% | Added |
| Harbour Investments, Inc. | 4,787 | $1.22M | 0.07% | −2,923−37.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,790 | $1.22M | 0.10% | +1,445+43.2% | Added |
| Headinvest, LLC | 4,765 | $1.21M | 0.21% | +168+3.7% | Added |
| Gryphon Financial Partners LLC | 4,762 | $1.21M | 0.24% | −236−4.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,835 | $1.21M | 0.13% | −113−2.3% | Reduced |
| Capital Planning Advisors, LLC | 4,750 | $1.21M | 0.23% | −16−0.3% | Reduced |
| Stokes Family Office, LLC | 4,743 | $1.21M | 0.15% | −16−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 4,736 | $1.20M | 0.19% | +284+6.4% | Added |
| BSW Wealth Partners | 4,734 | $1.20M | 0.30% | +352+8.0% | Added |
| Tolleson Wealth Management, Inc. | 4,730 | $1.20M | 0.32% | +4,730 | New |
| Israel Discount Bank of New York | 4,719 | $1.20M | 0.74% | +934+24.7% | Added |
| First Manhattan Co | 4,718 | $1.20M | 0.00% | −773−14.1% | Reduced |
| Sentry Investment Management LLC | 4,701 | $1.20M | 0.31% | −3,904−45.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.19M | 0.42% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 4,695 | $1.19M | 0.63% | +1,776+60.8% | Added |
| Accretive Wealth Partners, LLC | 4,674 | $1.19M | 0.76% | +52+1.1% | Added |
| Buckingham Strategic Wealth, LLC | 4,670 | $1.19M | 0.02% | +486+11.6% | Added |
| Riverview Capital Advisers, LLC | 4,645 | $1.18M | 0.53% | +4,645 | New |
| Two Sigma Securities, LLC | 4,639 | $1.18M | 0.23% | +3,581+338.5% | Added |
| PSI Advisors, LLC | 4,628 | $1.18M | 0.48% | +70+1.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,614 | $1.17M | 0.12% | +33+0.7% | Added |
| Plancorp, LLC | 4,612 | $1.17M | 0.07% | +3,689+399.7% | Added |
| Eads & Heald Wealth Management | 4,608 | $1.17M | 0.51% | +20+0.4% | Added |
| Teamwork Financial Advisors, LLC | 4,605 | $1.17M | 0.21% | −14−0.3% | Reduced |
| Financial Architects, Inc | 4,585 | $1.17M | 0.16% | −395−7.9% | Reduced |
| Amarillo National Bank | 4,586 | $1.17M | 0.23% | +173+3.9% | Added |
| Menard Financial Group LLC | 4,570 | $1.16M | 0.95% | +440+10.7% | Added |
| Wolff Wiese Magana LLC | 4,527 | $1.15M | 0.74% | −38−0.8% | Reduced |
| G&S Capital LLC | 4,522 | $1.15M | 0.57% | +1,042+29.9% | Added |
| Lineweaver Wealth Advisors, LLC | 4,519 | $1.15M | 0.33% | +418+10.2% | Added |
| Sargent Investment Group, LLC | 4,515 | $1.15M | 0.26% | +215+5.0% | Added |
| Consilium Wealth Advisory, LLC | 4,495 | $1.14M | 0.74% | +4,495 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,451 | $1.14M | 0.08% | +3,951+790.2% | Added |
| Chicago Trust Co NA | 4,484 | $1.14M | 0.23% | −15−0.3% | Reduced |
| Quest Capital Management Inc | 4,486 | $1.14M | 0.20% | +181+4.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,467 | $1.14M | 0.34% | −63−1.4% | Reduced |
| Fort Point Capital Partners LLC | 4,464 | $1.13M | 0.16% | +163+3.8% | Added |
| Tranquility Partners, LLC | 4,447 | $1.13M | 0.52% | +59+1.3% | Added |
| FLC Capital Advisors | 4,427 | $1.13M | 0.31% | −327−6.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,425 | $1.12M | 0.56% | +4,425 | New |
| Stock Yards Bank & Trust Co | 4,420 | $1.12M | 0.06% | +4,420 | New |
| HB Wealth Management, LLC | 4,399 | $1.12M | 0.02% | +4,399 | New |
| Point72 Hong Kong Ltd | 4,390 | $1.12M | 0.09% | −40,610−90.2% | Reduced |
| 9258 Wealth Management, LLC | 4,387 | $1.11M | 0.26% | +764+21.1% | Added |
| Finivi Inc. | 4,383 | $1.11M | 1.18% | +4,383 | New |
| Vista Private Wealth Partners. LLC | 4,366 | $1.11M | 0.43% | −547−11.1% | Reduced |
| Great Diamond Partners, LLC | 4,375 | $1.11M | 0.29% | +165+3.9% | Added |
| Donaldson Capital Management, LLC | 4,366 | $1.11M | 0.05% | +1,282+41.6% | Added |
| Wintrust Investments LLC | 4,363 | $1.11M | 0.11% | −400−8.4% | Reduced |
| Edge Capital Group, LLC | 4,347 | $1.10M | 0.08% | +640+17.3% | Added |
| Legal Advantage Investments, Inc. | 4,330 | $1.10M | 0.75% | −50−1.1% | Reduced |
| Rathbone Brothers plc | 4,330 | $1.10M | 0.01% | +38+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,308 | $1.09M | 0.12% | +4,308 | New |
| Montag A & Associates Inc | 4,293 | $1.09M | 0.05% | +335+8.5% | Added |
| Symmetry Partners, LLC | 4,287 | $1.09M | 0.07% | −173−3.9% | Reduced |
| Rehmann Capital Advisory Group | 4,256 | $1.08M | 0.10% | +60+1.4% | Added |
| Oak Ridge Investments LLC | 4,252 | $1.08M | 0.09% | −35,872−89.4% | Reduced |
| Shorepoint Capital Partners LLC | 4,250 | $1.08M | 0.44% | +103+2.5% | Added |
| Avidian Wealth Solutions, LLC | 4,242 | $1.08M | 0.07% | +2,594+157.4% | Added |
| TKG Advisors, LLC | 4,243 | $1.08M | 0.85% | +4,243 | New |
| Paradigm Financial Partners, LLC | 4,238 | $1.08M | 0.23% | −37−0.9% | Reduced |
| Buckley Wealth Management, LLC | 4,199 | $1.07M | 0.31% | +382+10.0% | Added |
| HM Payson & Co | 4,174 | $1.06M | 0.02% | −100−2.3% | Reduced |
| AMG National Trust Bank | 4,171 | $1.06M | 0.03% | −240−5.4% | Reduced |
| Centric Wealth Management | 4,167 | $1.06M | 0.35% | +18+0.4% | Added |
| Jump Financial, LLC | 4,159 | $1.06M | 0.07% | −2,841−40.6% | Reduced |
| Smith, Salley & Associates | 4,160 | $1.06M | 0.07% | −162−3.7% | Reduced |
| BIT Capital GmbH | 4,136 | $1.05M | 0.08% | −44,632−91.5% | Reduced |
| Sage Rhino Capital LLC | 4,136 | $1.05M | 0.29% | +59+1.4% | Added |
| Magnolia Capital Advisors LLC | 4,128 | $1.05M | 0.31% | +42+1.0% | Added |
| Compass Financial Advisors LLC | 4,127 | $1.05M | 1.16% | +4,127 | New |
| Essex Savings Bank | 4,126 | $1.05M | 0.36% | +140+3.5% | Added |
| Fairfield, Bush & Co. | 4,111 | $1.04M | 0.50% | +553+15.5% | Added |
| Essex Financial Services, Inc. | 4,110 | $1.04M | 0.10% | −185−4.3% | Reduced |
| Parametrica Management Ltd | 4,105 | $1.04M | 1.04% | +4,105 | New |
| Argent Advisors, Inc. | 4,091 | $1.04M | 0.56% | −76−1.8% | Reduced |