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 |
|---|---|---|---|---|---|
| Conway Capital Management, Inc. | 2,560 | $650.6K | 0.38% | −150−5.5% | Reduced |
| Sunflower Bank, N.A. | 2,554 | $649.0K | 0.09% | −123−4.6% | Reduced |
| Keel Point, LLC | 2,549 | $648.0K | 0.09% | +164+6.9% | Added |
| Bowman & Co S.C. | 2,554 | $648.0K | 0.50% | +2,554 | New |
| M&G Investment Management Ltd | 2,539 | $645.0K | 0.00% | −288,683−99.1% | Reduced |
| Sonora Investment Management Group, LLC | 2,535 | $644.0K | 0.07% | +2,535 | New |
| First Heartland Consultants, Inc. | 2,522 | $640.0K | 0.08% | −399−13.7% | Reduced |
| Vista Wealth Management Group, LLC | 2,515 | $639.0K | 0.10% | −2,889−53.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,515 | $639.0K | 0.08% | +2+0.1% | Added |
| Blueprint Investment Partners LLC | 2,513 | $638.6K | 0.16% | −315−11.1% | Reduced |
| XML Financial, LLC | 2,502 | $636.0K | 0.08% | +76+3.1% | Added |
| SOA Wealth Advisors, LLC. | 2,482 | $633.0K | 0.15% | −149−5.7% | Reduced |
| David J Yvars Group | 2,485 | $632.0K | 0.39% | +135+5.7% | Added |
| Charter Oak Capital Management, LLC | 2,485 | $632.0K | 0.07% | +2,250+957.4% | Added |
| Key Financial Inc | 2,481 | $631.0K | 0.32% | +19+0.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,477 | $629.0K | 0.28% | +11+0.4% | Added |
| GSB Wealth Management, LLC | 2,462 | $626.0K | 0.18% | +885+56.1% | Added |
| Probity Advisors, Inc. | 2,459 | $625.0K | 0.12% | +201+8.9% | Added |
| Gabelli Funds LLC | 2,460 | $625.0K | 0.00% | +535+27.8% | Added |
| Galvin, Gaustad & Stein, LLC | 2,454 | $624.0K | 0.05% | +1,036+73.1% | Added |
| Graham Capital Management, L.P. | 2,450 | $622.0K | 0.03% | +2,450 | New |
| Barnes Pettey Financial Advisors, LLC | 2,447 | $622.0K | 0.72% | +2,447 | New |
| Ancora Advisors, LLC | 2,441 | $621.0K | 0.01% | +44+1.8% | Added |
| Clear Perspective Advisors, LLC | 2,439 | $620.0K | 0.19% | −1,041−29.9% | Reduced |
| Fayez Sarofim & Co | 2,430 | $618.0K | 0.00% | +200+9.0% | Added |
| H. L. Ormond & Company, LLC | 2,837 | $618.0K | 0.72% | +2,837 | New |
| InterOcean Capital Group, LLC | 2,425 | $616.0K | 0.03% | +600+32.9% | Added |
| Gamble Jones Investment Counsel | 2,415 | $614.0K | 0.04% | +180+8.1% | Added |
| Beaumont Financial Partners, LLC | 2,414 | $613.0K | 0.04% | −678−21.9% | Reduced |
| Arete Wealth Advisors, LLC | 2,411 | $613.0K | 0.05% | +429+21.6% | Added |
| Financial Advisory Corp | 2,412 | $613.0K | 0.29% | +2,412 | New |
| Archer Investment Corp | 2,408 | $611.9K | 0.21% | +378+18.6% | Added |
| Aevitas Wealth Management, Inc. | 2,401 | $610.0K | 0.36% | +40+1.7% | Added |
| Choate Investment Advisors | 2,399 | $610.0K | 0.04% | +2,399 | New |
| Harvey Capital Management Inc | 2,400 | $609.0K | 0.19% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,395 | $609.0K | 0.59% | +2,395 | New |
| Delta Investment Management, LLC | 2,394 | $608.0K | 0.17% | +77+3.3% | Added |
| Valmark Advisers, Inc. | 2,383 | $606.0K | 0.01% | −295−11.0% | Reduced |
| Essex LLC | 2,381 | $605.0K | 0.16% | +70+3.0% | Added |
| True North Advisors, LLC | 2,382 | $605.0K | 0.10% | +100+4.4% | Added |
| Meridian Investment Counsel Inc. | 2,373 | $603.0K | 0.20% | +427+21.9% | Added |
| Associated Banc-Corp | 2,370 | $602.0K | 0.02% | −320−11.9% | Reduced |
| Financial Advisory Service, Inc. | 2,357 | $599.0K | 0.05% | −34−1.4% | Reduced |
| Greenwich Wealth Management LLC | 2,352 | $598.0K | 0.05% | −148−5.9% | Reduced |
| Revolve Wealth Partners, LLC | 2,348 | $597.0K | 0.17% | +2,348 | New |
| WNY Asset Management, LLC | 2,342 | $595.0K | 0.18% | −285−10.8% | Reduced |
| First Financial Corp | 2,340 | $594.0K | 0.36% | −76−3.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,336 | $593.6K | 0.20% | −2−0.1% | Reduced |
| Sequent Asset Management, LLC | 2,317 | $589.0K | 0.32% | −10−0.4% | Reduced |
| NewEdge Wealth, LLC | 2,312 | $588.0K | 0.02% | +833+56.3% | Added |
| Riverstone Advisors, LLC | 2,309 | $587.0K | 0.26% | +2,309 | New |
| Texas Yale Capital Corp. | 2,304 | $586.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,301 | $585.0K | 0.37% | +2,301 | New |
| Parkside Advisors LLC | 2,299 | $584.0K | 0.18% | −31−1.3% | Reduced |
| Cross Staff Investments Inc | 2,300 | $584.0K | 0.52% | +2,300 | New |
| Parsec Financial Management, Inc. | 2,289 | $582.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2,289 | $582.0K | 0.10% | −46−2.0% | Reduced |
| Cim Investment Mangement Inc | 2,288 | $581.0K | 0.17% | −1,599−41.1% | Reduced |
| Americana Partners, LLC | 2,288 | $581.0K | 0.11% | −556−19.5% | Reduced |
| Parkside Financial Bank & Trust | 2,290 | $581.0K | 0.14% | +151+7.1% | Added |
| Accel Wealth Management | 2,286 | $581.0K | 0.28% | +271+13.4% | Added |
| Corundum Group, Inc. | 2,281 | $580.0K | 0.38% | +296+14.9% | Added |
| Delta Financial Advisors LLC | 2,282 | $580.0K | 0.24% | +760+49.9% | Added |
| Independent Solutions Wealth Management, LLC | 2,282 | $579.9K | 0.14% | +236+11.5% | Added |
| RSM US Wealth Management LLC | 2,273 | $578.0K | 0.03% | +841+58.7% | Added |
| Drive Wealth Management, LLC | 2,276 | $578.0K | 0.51% | +2,276 | New |
| XTX Topco Ltd | 2,261 | $575.0K | 0.33% | +2,261 | New |
| Anchor Investment Management, LLC | 2,261 | $574.6K | 0.07% | −57−2.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,259 | $574.0K | 0.03% | −10.0% | Reduced |
| Adviser Investments LLC | 2,254 | $573.0K | 0.04% | +38+1.7% | Added |
| ArrowMark Colorado Holdings LLC | 2,242 | $570.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,244 | $570.0K | 0.04% | +430+23.7% | Added |
| Mizuho Securities Co. Ltd. | 2,235 | $568.0K | 0.20% | −3,691−62.3% | Reduced |
| West Oak Capital, LLC | 2,230 | $567.0K | 0.21% | −15−0.7% | Reduced |
| Boston Financial Mangement LLC | 2,230 | $567.0K | 0.02% | +76+3.5% | Added |
| S&CO Inc | 2,231 | $566.0K | 0.04% | −385−14.7% | Reduced |
| Hengehold Capital Management LLC | 2,227 | $566.0K | 0.07% | −12−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,224 | $565.0K | 0.13% | +615+38.2% | Added |
| BKD Wealth Advisors, LLC | 2,188 | $556.0K | 0.02% | +1,379+170.5% | Added |
| Vista Finance, LLC | 2,181 | $554.0K | 0.57% | +2,181 | New |
| Truvestments Capital LLC | 2,178 | $553.0K | 0.28% | +270+14.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,173 | $552.0K | 0.36% | −87−3.8% | Reduced |
| IFG Advisors, LLC | 2,159 | $549.0K | 0.23% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,152 | $547.0K | 0.13% | +279+14.9% | Added |
| Arlington Partners LLC | 2,138 | $543.0K | 0.15% | +601+39.1% | Added |
| Atticus Wealth Management, LLC | 2,131 | $542.0K | 0.21% | +33+1.6% | Added |
| Reuter James Wealth Management, LLC | 2,131 | $542.0K | 0.21% | +2,131 | New |
| Focus Financial Network, Inc. | 2,130 | $541.3K | 0.08% | +89+4.4% | Added |
| Journey Advisory Group, LLC | 2,117 | $538.0K | 0.15% | +1,364+181.1% | Added |
| Addison Capital Co | 2,115 | $537.0K | 0.24% | +2,115 | New |
| Shay Capital LLC | 2,109 | $536.0K | 0.20% | −16,314−88.6% | Reduced |
| Andesa Financial Management Inc. | 2,107 | $535.0K | 0.26% | +162+8.3% | Added |
| Meridian Financial Partners LLC | 2,358 | $534.0K | 0.36% | +442+23.1% | Added |
| Hemenway Trust Co LLC | 2,096 | $533.0K | 0.05% | −54−2.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,093 | $532.0K | 0.09% | +9+0.4% | Added |
| Carret Asset Management, LLC | 2,092 | $532.0K | 0.06% | +48+2.3% | Added |
| Regent Peak Wealth Advisors LLC | 2,086 | $530.0K | 0.14% | +222+11.9% | Added |
| Redhawk Wealth Advisors, Inc. | 2,073 | $527.0K | 0.13% | +2,073 | New |
| Simplify Asset Management Inc. | 2,069 | $526.0K | 0.07% | +697+50.8% | Added |
| Magellan Asset Management Ltd | 2,063 | $524.0K | 0.00% | +138+7.2% | Added |