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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Hellman Jordan Management Co Inc | 4,093 | $1.04M | 1.25% | +1,500+57.8% | Added |
| Principle Wealth Partners LLC | 4,087 | $1.04M | 0.11% | +154+3.9% | Added |
| Integrated Advisors Network LLC | 4,068 | $1.03M | 0.06% | −3,365−45.3% | Reduced |
| Haverford Trust Co | 4,064 | $1.03M | 0.01% | +126+3.2% | Added |
| Harfst & Associates, Inc. | 4,065 | $1.03M | 0.26% | +375+10.2% | Added |
| Taylor Wealth Management Partners | 4,063 | $1.03M | 0.36% | +381+10.3% | Added |
| AlphaStar Capital Management, LLC | 4,462 | $1.03M | 0.08% | +1,037+30.3% | Added |
| Cadinha & Co LLC | 4,050 | $1.03M | 0.14% | −3,620−47.2% | Reduced |
| Allred Capital Management, LLC | 4,051 | $1.03M | 0.50% | −201−4.7% | Reduced |
| Merit Financial Group, LLC | 4,047 | $1.03M | 0.10% | +267+7.1% | Added |
| Occidental Asset Management, LLC | 4,035 | $1.02M | 0.24% | +1,165+40.6% | Added |
| MUFG Americas Holdings Corp | 4,006 | $1.02M | 0.02% | +598+17.5% | Added |
| Hilltop Holdings Inc. | 4,007 | $1.02M | 0.11% | +1,109+38.3% | Added |
| Ardsley Advisory Partners LP | 4,000 | $1.02M | 0.24% | −1,000−20.0% | Reduced |
| Lyon Street Capital, LLC | 4,000 | $1.02M | 1.01% | +4,000 | New |
| Advisors Capital Management, LLC | 3,993 | $1.01M | 0.03% | +2,073+108.0% | Added |
| Western Pacific Wealth Management, LP | 3,990 | $1.01M | 0.65% | +3,990 | New |
| Allworth Financial LP | 3,983 | $1.01M | 0.01% | +201+5.3% | Added |
| WESPAC Advisors SoCal, LLC | 4,354 | $1.01M | 0.31% | −25−0.6% | Reduced |
| Riverview Trust Co | 3,969 | $1.01M | 0.59% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,956 | $1.00M | 0.36% | +1,191+43.1% | Added |
| Wealth Management Associates, Inc. | 3,945 | $1.00M | 0.54% | +230+6.2% | Added |
| Covenant Partners, LLC | 3,928 | $998.0K | 0.37% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,924 | $997.0K | 0.04% | +201+5.4% | Added |
| Meadow Creek Wealth Advisors LLC | 3,918 | $996.0K | 0.94% | +3,918 | New |
| One Capital Management, LLC | 3,915 | $994.0K | 0.08% | +1,208+44.6% | Added |
| Glen Eagle Advisors, LLC | 3,901 | $991.4K | 0.26% | +366+10.4% | Added |
| Tectonic Advisors LLC | 3,893 | $990.0K | 0.18% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,886 | $988.0K | 0.07% | +1,043+36.7% | Added |
| Highlander Capital Management, LLC | 3,882 | $987.0K | 0.46% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 3,875 | $985.0K | 0.22% | −360−8.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,868 | $983.0K | 0.67% | −91−2.3% | Reduced |
| Dohj, LLC | 3,858 | $980.0K | 0.44% | −114−2.9% | Reduced |
| USA Financial Portformulas Corp | 3,850 | $978.0K | 0.84% | +3,846+96,150.0% | Added |
| Quantinno Capital Management LP | 3,822 | $971.0K | 0.18% | +2,570+205.3% | Added |
| Brown Advisory Securities, LLC | 3,813 | $970.0K | 0.41% | −150−3.8% | Reduced |
| Chemung Canal Trust Co | 3,809 | $968.0K | 0.17% | −36−0.9% | Reduced |
| Founders Financial Securities LLC | 3,811 | $968.0K | 0.17% | +206+5.7% | Added |
| Kraematon Investment Advisors, Inc | 3,801 | $966.0K | 0.87% | +3,801 | New |
| Mayflower Financial Advisors, LLC | 3,794 | $964.0K | 0.13% | +46+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,777 | $959.0K | 0.08% | +3,710+5,537.3% | Added |
| Encompass Wealth Advisors, LLC | 3,767 | $957.0K | 0.23% | +10.0% | Added |
| Concorde Asset Management, LLC | 3,764 | $957.0K | 0.59% | +34+0.9% | Added |
| Bordeaux Wealth Advisors LLC | 3,732 | $948.0K | 0.44% | +67+1.8% | Added |
| Colonial River Wealth Management, LLC | 3,699 | $940.0K | 0.51% | −4,077−52.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,684 | $936.0K | 0.09% | −315−7.9% | Reduced |
| Octavia Wealth Advisors, LLC | 3,669 | $932.0K | 0.20% | +673+22.5% | Added |
| Balentine LLC | 3,660 | $930.0K | 0.03% | +958+35.5% | Added |
| Campbell & CO Investment Adviser LLC | 3,650 | $928.0K | 0.32% | +200+5.8% | Added |
| Juncture Wealth Strategies, LLC | 3,650 | $928.0K | 0.44% | +216+6.3% | Added |
| Vienna Asset Management LLC | 3,647 | $927.0K | 0.84% | +3,647 | New |
| Valley Brook Capital Group | 3,644 | $926.0K | 0.80% | +307+9.2% | Added |
| Symphony Financial, Ltd. Co. | 3,629 | $926.0K | 0.26% | +2,015+124.8% | Added |
| YHB Investment Advisors, Inc. | 3,637 | $924.0K | 0.07% | +273+8.1% | Added |
| Stratos Wealth Advisors, LLC | 3,624 | $921.0K | 0.07% | +33+0.9% | Added |
| Lumature Wealth Partners, LLC | 3,625 | $921.0K | 0.36% | +104+3.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $921.0K | 0.22% | +1,260+53.3% | Added |
| Mission Creek Capital Partners, Inc. | 3,621 | $920.0K | 0.18% | +135+3.9% | Added |
| Stiles Financial Services Inc | 3,621 | $920.0K | 0.44% | +3,621 | New |
| McDaniel Terry & Co | 3,615 | $919.0K | 0.09% | +577+19.0% | Added |
| Camden Capital, LLC | 3,613 | $918.0K | 0.20% | −3,516−49.3% | Reduced |
| Fortis Capital Management LLC | 3,599 | $915.0K | 0.48% | −7,047−66.2% | Reduced |
| Congress Park Capital LLC | 3,600 | $915.0K | 0.45% | +100+2.9% | Added |
| SkyView Investment Advisors, LLC | 4,159 | $915.0K | 0.21% | +1,105+36.2% | Added |
| Trust Investment Advisors | 3,598 | $914.0K | 0.72% | −317−8.1% | Reduced |
| Agf Investments Inc. | 3,587 | $912.0K | 0.01% | −4,249−54.2% | Reduced |
| Platform Technology Partners | 3,574 | $908.0K | 0.40% | +189+5.6% | Added |
| Jacobi Capital Management LLC | 3,564 | $906.0K | 0.11% | +285+8.7% | Added |
| Ridgecrest Wealth Partners, LLC | 3,549 | $902.0K | 0.44% | +3,549 | New |
| Diligent Investors, LLC | 3,544 | $901.0K | 0.25% | −535−13.1% | Reduced |
| Aaron Wealth Advisors | 3,542 | $900.0K | 0.25% | +493+16.2% | Added |
| Jmac Enterprises LLC | 4,127 | $893.0K | 0.21% | +4,127 | New |
| Roberts Capital Advisors, LLC | 3,497 | $889.0K | 0.83% | +3,497 | New |
| Great Lakes Advisors, LLC | 3,488 | $886.0K | 0.01% | −5−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,484 | $885.0K | 0.15% | −3,441−49.7% | Reduced |
| Greystone Financial Group, LLC | 3,484 | $885.0K | 0.21% | +302+9.5% | Added |
| Global Trust Asset Management, LLC | 3,466 | $881.0K | 0.35% | +384+12.5% | Added |
| CPWM, LLC | 3,245 | $880.0K | 0.07% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,458 | $879.0K | 0.15% | +621+21.9% | Added |
| Clare Market Investments LLC | 3,455 | $878.0K | 0.25% | +1,255+57.0% | Added |
| Claraphi Advisory Network, LLC | 3,455 | $878.0K | 0.31% | −809−19.0% | Reduced |
| Buckingham Strategic Partners | 3,449 | $876.0K | 0.18% | +3,449 | New |
| Carnegie Capital Asset Management, LLC | 3,432 | $872.0K | 0.03% | +546+18.9% | Added |
| TCWP LLC | 3,413 | $867.0K | 0.17% | +3,413 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,398 | $864.0K | 0.30% | −218−6.0% | Reduced |
| Ellevest, Inc. | 3,400 | $864.0K | 0.08% | +179+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,385 | $864.0K | 0.02% | +2,658+365.6% | Added |
| Marshall Wace, LLP | 3,381 | $859.0K | 0.00% | −98,890−96.7% | Reduced |
| Qtron Investments LLC | 3,381 | $859.0K | 0.19% | +824+32.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,129 | $859.0K | 0.55% | +4,129 | New |
| Insight Advisors, LLC | 3,369 | $856.0K | 0.25% | −376−10.0% | Reduced |
| Redwood Investment Management, LLC | 3,368 | $856.0K | 0.11% | +1,203+55.6% | Added |
| Ropes Wealth Advisors LLC | 3,365 | $855.0K | 0.15% | −34−1.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,350 | $851.0K | 0.60% | +3,350 | New |
| Caxton Corp | 3,346 | $850.0K | 0.69% | +360+12.1% | Added |
| 17 Capital Partners, LLC | 3,335 | $848.0K | 0.77% | +1,370+69.7% | Added |
| Baker Avenue Asset Management, LP | 3,332 | $847.0K | 0.04% | +2,399+257.1% | Added |
| Claro Advisors LLC | 3,327 | $845.0K | 0.30% | +158+5.0% | Added |
| Roanoke Asset Management Corp | 3,319 | $843.0K | 0.28% | +300+9.9% | Added |
| TSFG, LLC | 3,303 | $839.0K | 0.29% | −111−3.3% | Reduced |