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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 3,298 | $838.0K | 0.04% | +1,213+58.2% | Added |
| FineMark National Bank & Trust | 3,295 | $837.0K | 0.03% | −3−0.1% | Reduced |
| Fortem Financial Group, LLC | 3,290 | $836.0K | 0.38% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,290 | $836.0K | 0.52% | +1,005+44.0% | Added |
| Oxford Financial Group Ltd | 3,281 | $834.0K | 0.09% | +137+4.4% | Added |
| Capital Asset Advisory Services LLC | 3,274 | $832.0K | 0.09% | −716−17.9% | Reduced |
| IMS Capital Management | 3,249 | $826.0K | 0.42% | 00.0% | Unchanged |
| Highland Private Wealth Management | 3,240 | $823.0K | 0.10% | +20+0.6% | Added |
| Atlas Capital Advisors LLC | 3,238 | $822.9K | 0.12% | +2,647+447.9% | Added |
| Garrett Investment Advisors LLC | 3,235 | $822.0K | 0.21% | +232+7.7% | Added |
| Thomas White International Ltd | 3,227 | $820.0K | 0.13% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 3,219 | $818.0K | 0.79% | +3,219 | New |
| AdvisorNet Financial, Inc | 3,209 | $816.0K | 0.05% | −137−4.1% | Reduced |
| First Pacific Financial | 3,207 | $815.0K | 0.39% | +86+2.8% | Added |
| Boenning & Scattergood, Inc. | 3,192 | $811.0K | 0.13% | −50−1.5% | Reduced |
| LCM Capital Management Inc | 3,184 | $809.0K | 0.63% | +143+4.7% | Added |
| Banco BTG Pactual S.A. | 3,170 | $806.0K | 2.36% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 3,173 | $806.0K | 0.04% | +3,173 | New |
| Woodard & Co Asset Management Group Inc | 3,167 | $805.0K | 0.38% | +191+6.4% | Added |
| Baxter Bros Inc | 3,164 | $804.0K | 0.12% | +184+6.2% | Added |
| Cornerstone Wealth Management, LLC | 3,164 | $802.0K | 0.08% | −11−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,657 | $799.0K | 0.33% | −1,047−22.3% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $794.0K | 0.58% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 3,104 | $789.0K | 0.65% | +3,104 | New |
| V2 Financial group LLC | 3,071 | $780.4K | 0.61% | −1,630−34.7% | Reduced |
| LWM Advisory Services, LLC | 3,069 | $780.0K | 0.97% | +3,069 | New |
| West Family Investments, Inc. | 3,065 | $779.0K | 0.22% | −188−5.8% | Reduced |
| Strengthening Families & Communities, LLC | 3,064 | $779.0K | 0.60% | +3,064 | New |
| WP Advisors, LLC | 3,057 | $777.0K | 0.32% | −48−1.5% | Reduced |
| DSC Advisors, L.P. | 3,028 | $770.0K | 0.89% | −119−3.8% | Reduced |
| Smithfield Trust Co | 3,017 | $770.0K | 0.05% | +22+0.7% | Added |
| Kercheville Advisors, LLC | 3,020 | $767.0K | 0.33% | +1,800+147.5% | Added |
| Ascent Group, LLC | 3,510 | $767.0K | 0.10% | +3,510 | New |
| Burleson & Company, LLC | 3,016 | $766.0K | 0.11% | +2,686+813.9% | Added |
| First National Bank | 3,006 | $764.0K | 0.67% | +25+0.8% | Added |
| High Net Worth Advisory Group LLC | 3,008 | $764.0K | 0.27% | +3,008 | New |
| Quattro Financial Advisors LLC | 3,000 | $762.0K | 0.27% | −150−4.8% | Reduced |
| Mather Group, LLC. | 2,997 | $762.0K | 0.01% | +295+10.9% | Added |
| Pinnacle Private Wealth, LLC | 2,999 | $762.0K | 0.24% | +2,999 | New |
| Sax Wealth Advisors, LLC | 2,991 | $760.0K | 0.16% | +4+0.1% | Added |
| Cahill Financial Advisors Inc | 2,985 | $759.0K | 0.15% | −21−0.7% | Reduced |
| Highview Capital Management LLC | 2,986 | $759.0K | 0.49% | +2,986 | New |
| Proficio Capital Partners LLC | 2,972 | $755.0K | 0.11% | +54+1.9% | Added |
| Glenview Trust Co | 2,971 | $755.0K | 0.02% | +59+2.0% | Added |
| Altfest L J & Co Inc | 2,968 | $754.0K | 0.14% | −788−21.0% | Reduced |
| Marcum Wealth, LLC | 2,959 | $752.0K | 0.10% | +51+1.8% | Added |
| Bristlecone Advisors, LLC | 2,955 | $751.0K | 0.09% | +646+28.0% | Added |
| Synergy Financial Group, LTD | 2,954 | $751.0K | 0.67% | +2,954 | New |
| Waycross Partners, LLC | 2,946 | $749.0K | 0.43% | −2,100−41.6% | Reduced |
| Warther Private Wealth, LLC | 2,928 | $748.0K | 0.56% | +39+1.3% | Added |
| Paradigm Financial Advisors, LLC | 2,926 | $744.0K | 0.16% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,928 | $744.0K | 0.45% | 00.0% | Unchanged |
| Davis R M Inc | 2,929 | $744.0K | 0.02% | +69+2.4% | Added |
| Brookfield Asset Management Inc. | 2,928 | $744.0K | 0.00% | +2,928 | New |
| D.B. Root & Company, LLC | 2,927 | $743.0K | 0.27% | −3−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,916 | $741.0K | 0.05% | +2,916 | New |
| Bellecapital International Ltd. | 2,909 | $739.0K | 0.21% | −85−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 2,905 | $738.0K | 0.16% | −606−17.3% | Reduced |
| Money Concepts Capital Corp | 2,891 | $735.0K | 0.06% | +2,891 | New |
| Golden Green, Inc. | 2,887 | $734.0K | 0.59% | −569−16.5% | Reduced |
| Fulcrum Capital LLC | 2,886 | $733.0K | 0.16% | +66+2.3% | Added |
| Renasant Bank | 2,860 | $727.0K | 0.49% | +1,077+60.4% | Added |
| Windsor Group LTD | 2,903 | $721.0K | 0.13% | +480+19.8% | Added |
| Stonebridge Capital Advisors LLC | 2,833 | $720.0K | 0.08% | +385+15.7% | Added |
| TFG Advisers LLC | 2,830 | $719.0K | 0.31% | +353+14.3% | Added |
| Eagle Strategies LLC | 2,822 | $717.0K | 0.28% | +2,822 | New |
| Prudent Man Advisors, LLC | 2,813 | $715.0K | 0.27% | −55−1.9% | Reduced |
| Fulcrum Asset Management LLP | – | $714.0K | 0.35% | – | – |
| Copperwynd Financial, LLC | 2,809 | $714.0K | 0.27% | +198+7.6% | Added |
| Creative Financial Designs Inc | 2,805 | $713.0K | 0.11% | −854−23.3% | Reduced |
| United Maritime Capital LLC | 2,804 | $713.0K | 0.82% | −50−1.8% | Reduced |
| Camelot Portfolios, LLC | 2,781 | $707.0K | 0.29% | −1,022−26.9% | Reduced |
| Redwood Investments, LLC | 2,758 | $701.0K | 0.06% | −13−0.5% | Reduced |
| Patron Partners Advisors, LLC | 2,739 | $696.0K | 0.46% | +30+1.1% | Added |
| Pitti Group Wealth Management, LLC | 2,731 | $694.0K | 0.77% | +2,731 | New |
| Delphia (USA) Inc. | 2,710 | $689.0K | 0.73% | +2,710 | New |
| Csenge Advisory Group | 2,799 | $686.0K | 0.06% | −167−5.6% | Reduced |
| Sonata Capital Group Inc | 2,694 | $685.0K | 0.29% | +275+11.4% | Added |
| Tarbox Family Office, Inc. | 2,677 | $680.0K | 0.12% | +23+0.9% | Added |
| Amussen Hunsaker Associates LLC | 2,771 | $680.0K | 0.16% | +212+8.3% | Added |
| Ascension Asset Management LLC | 2,670 | $679.0K | 0.40% | −3,380−55.9% | Reduced |
| C2C Wealth Management, LLC | 2,671 | $679.0K | 0.10% | +2,671 | New |
| Stonebridge Financial Planning Group, LLC | 3,052 | $678.0K | 0.36% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,667 | $678.0K | 0.02% | −322−10.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,658 | $675.0K | 0.04% | −22−0.8% | Reduced |
| Saiph Capital, LLC | 2,651 | $673.7K | 0.44% | +2,651 | New |
| First Nebraska Trust Co | 2,642 | $671.4K | 0.08% | +8+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 2,641 | $671.0K | 0.13% | −308−10.4% | Reduced |
| Tradition Wealth Management, LLC | 2,641 | $671.0K | 0.08% | +4+0.2% | Added |
| Visionary Wealth Advisors | 2,639 | $671.0K | 0.06% | +717+37.3% | Added |
| Capula Management Ltd | 2,630 | $668.0K | 0.05% | −13,569−83.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,623 | $667.0K | 0.00% | −234−8.2% | Reduced |
| Oder Investment Management, LLC | 2,617 | $665.0K | 0.94% | −267−9.3% | Reduced |
| Echo45 Advisors LLC | 2,617 | $665.0K | 0.53% | +2,617 | New |
| PAX Financial Group, LLC | 2,598 | $660.0K | 0.15% | +1,531+143.5% | Added |
| Periscope Capital Inc. | 2,600 | $660.0K | 0.02% | +2,600 | New |
| Park National Corp | 2,591 | $659.0K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,984 | $658.0K | 0.05% | +1,552+63.8% | Added |
| Geller Advisors LLC | 2,590 | $658.0K | 0.13% | +11+0.4% | Added |
| Saturna Capital CORP | 2,564 | $652.0K | 0.01% | +281+12.3% | Added |