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 |
|---|---|---|---|---|---|
| James Hambro & Partners | 2,050 | $521.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,039 | $518.0K | 0.24% | −254−11.1% | Reduced |
| Sciencast Management LP | 2,086 | $517.0K | 0.09% | +2,086 | New |
| WealthBridge Capital Management, LLC | 2,019 | $513.0K | 0.19% | −110−5.2% | Reduced |
| Oakworth Capital, Inc. | 2,017 | $513.0K | 0.04% | +530+35.6% | Added |
| Mason & Associates Inc | 2,020 | $513.0K | 0.16% | +2,020 | New |
| Merlin Capital LLC | 2,010 | $511.0K | 0.59% | +2,010 | New |
| Credential Qtrade Securities Inc. | 2,005 | $509.5K | 0.03% | −176−8.1% | Reduced |
| Alley Co LLC | 2,000 | $508.0K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,995 | $507.0K | 0.10% | −32−1.6% | Reduced |
| Levin Capital Strategies, L.P. | 1,995 | $507.0K | 0.05% | +1,000+100.5% | Added |
| Calton & Associates, Inc. | 1,984 | $504.0K | 0.13% | −461−18.9% | Reduced |
| Hoey Investments, Inc | 1,983 | $504.0K | 0.13% | −334−14.4% | Reduced |
| Catalyst Private Wealth, LLC | 1,978 | $503.0K | 0.22% | +1+0.1% | Added |
| HighTower Trust Services, LTA | 1,973 | $501.0K | 0.05% | +1,973 | New |
| Maxi Investments CY Ltd | 1,970 | $501.0K | 0.27% | +1,970 | New |
| Cooper Financial Group | 1,968 | $500.0K | 0.19% | −537−21.4% | Reduced |
| Garner Asset Management Corp | 1,969 | $500.0K | 0.21% | +10+0.5% | Added |
| 1776 Wealth LLC | 1,963 | $499.0K | 0.27% | +168+9.4% | Added |
| Hillman Capital Management, Inc. | 1,949 | $495.0K | 0.17% | −367−15.8% | Reduced |
| Evermay Wealth Management LLC | 1,945 | $494.0K | 0.09% | +64+3.4% | Added |
| Oxinas Partners Wealth Management LLC | 1,941 | $493.0K | 0.28% | −139−6.7% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $491.0K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,926 | $489.0K | 0.20% | +63+3.4% | Added |
| Traynor Capital Management, Inc. | 1,922 | $488.0K | 0.06% | +325+20.4% | Added |
| Tradewinds Capital Management, LLC | 1,917 | $487.0K | 0.07% | +100+5.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,917 | $487.0K | 0.23% | +297+18.3% | Added |
| Lakeview Capital Partners, LLC | 1,899 | $483.0K | 0.28% | −86−4.3% | Reduced |
| Blue Fin Capital, Inc. | 1,904 | $483.0K | 0.13% | +737+63.2% | Added |
| Kavar Capital Partners Group, LLC | 1,893 | $481.0K | 0.10% | +180+10.5% | Added |
| Venturi Wealth Management, LLC | 1,889 | $480.0K | 0.04% | −21−1.1% | Reduced |
| Fieldpoint Private Securities, LLC | 1,886 | $479.0K | 0.09% | +42+2.3% | Added |
| Opal Wealth Advisors, LLC | 1,880 | $478.0K | 0.30% | +495+35.7% | Added |
| Sonen Capital LLC | 1,880 | $478.0K | 0.46% | +1,880 | New |
| Seaport Global Advisors, LLC | 1,866 | $474.0K | 0.65% | +1,866 | New |
| Gradient Investments LLC | 1,859 | $472.0K | 0.01% | −758−29.0% | Reduced |
| Geneos Wealth Management Inc. | 1,849 | $469.0K | 0.02% | −99−5.1% | Reduced |
| Empirical Asset Management, LLC | 1,839 | $467.0K | 0.45% | +1,839 | New |
| Crestone Asset Management LLC | 1,820 | $463.0K | 0.09% | +5+0.3% | Added |
| Cornerstone Advisory, LLC | 1,821 | $463.0K | 0.07% | +1,060+139.3% | Added |
| Everhart Financial Group, Inc. | 1,818 | $462.0K | 0.28% | +181+11.1% | Added |
| Emfo, LLC | 1,817 | $462.0K | 0.41% | +700+62.7% | Added |
| ASB Consultores, LLC | 1,819 | $462.0K | 0.23% | +1,819 | New |
| Strategy Asset Managers LLC | 1,805 | $459.0K | 0.12% | +646+55.7% | Added |
| Fosun International Ltd | 1,800 | $458.0K | 0.03% | +1,800 | New |
| Cubic Asset Management, LLC | 1,800 | $457.0K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,794 | $456.0K | 0.29% | +117+7.0% | Added |
| Sustainable Insight Capital Management, LLC | 1,768 | $449.0K | 0.24% | −171−8.8% | Reduced |
| Heritage Wealth Advisors | 1,768 | $449.0K | 0.02% | +200+12.8% | Added |
| Pinnacle Bancorp, Inc. | 1,763 | $448.0K | 0.16% | −21−1.2% | Reduced |
| Fort Sheridan Advisors LLC | 1,759 | $447.0K | 0.13% | −274−13.5% | Reduced |
| Dougherty Wealth Advisers LLC | 1,760 | $447.0K | 0.62% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,756 | $446.0K | 0.18% | +200+12.9% | Added |
| Wick Capital Partners, LLC | 1,743 | $443.0K | 0.34% | +1,743 | New |
| Kings Point Capital Management | 1,740 | $442.0K | 0.04% | +318+22.4% | Added |
| Crumly & Associates Inc. | 2,073 | $441.0K | 0.17% | −360−14.8% | Reduced |
| JB Capital LLC | 1,734 | $440.7K | 0.04% | −857−33.1% | Reduced |
| Roberts Glore & Co Inc | 1,733 | $440.0K | 0.12% | −183−9.6% | Reduced |
| Sage Mountain Advisors LLC | 1,726 | $439.0K | 0.05% | +603+53.7% | Added |
| Aire Advisors, LLC | 1,723 | $439.0K | 0.19% | +1,723 | New |
| Waypoint Wealth Partners Inc. | 1,716 | $436.0K | 0.15% | +171+11.1% | Added |
| Boston Trust Walden Corp | 1,717 | $436.0K | 0.00% | +280+19.5% | Added |
| CVA Family Office, LLC | 1,717 | $436.0K | 0.11% | +1,708+18,977.8% | Added |
| Hayden Royal, LLC | 1,710 | $435.0K | 1.02% | +31+1.8% | Added |
| Doliver Advisors, LP | 1,975 | $433.0K | 0.14% | +855+76.3% | Added |
| EverSource Wealth Advisors, LLC | 1,705 | $433.0K | 0.12% | +1,705 | New |
| Hodges Capital Management Inc. | 1,700 | $432.0K | 0.03% | −300−15.0% | Reduced |
| Future Fund LLC | 1,697 | $431.0K | 0.43% | +1,697 | New |
| Trail Ridge Investment Advisors, LLC | 1,692 | $430.0K | 0.26% | +1,692 | New |
| New World Advisors LLC | 1,688 | $429.0K | 0.20% | +45+2.7% | Added |
| Waters Parkerson & Co., LLC | 1,689 | $429.0K | 0.02% | +84+5.2% | Added |
| Austin Private Wealth, LLC | 1,683 | $428.0K | 0.09% | +711+73.1% | Added |
| Salvus Wealth Management, LLC | 1,680 | $427.0K | 0.31% | +292+21.0% | Added |
| JNBA Financial Advisors | 1,677 | $426.0K | 0.05% | −77−4.4% | Reduced |
| Weybosset Research & Management LLC | 1,675 | $426.0K | 0.16% | −75−4.3% | Reduced |
| Main Street Research LLC | 1,675 | $426.0K | 0.03% | −63−3.6% | Reduced |
| Twin Focus Capital Partners, LLC | 1,673 | $425.0K | 0.09% | −73−4.2% | Reduced |
| Mattern Wealth Management LLC | 1,674 | $425.0K | 0.12% | −55−3.2% | Reduced |
| TCG Advisory Services, LLC | 1,669 | $424.0K | 0.10% | −420−20.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,667 | $424.0K | 0.06% | +1,667 | New |
| Private Portfolio Partners LLC | 1,667 | $423.6K | 0.11% | +110+7.1% | Added |
| Frisch Financial Group, Inc. | 1,627 | $422.0K | 0.13% | +355+27.9% | Added |
| Parker Investment Management, LLC | 1,656 | $421.0K | 0.07% | −1,239−42.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $421.0K | 0.93% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $421.0K | 0.21% | 00.0% | Unchanged |
| Parthenon LLC | 1,650 | $419.0K | 0.06% | +650+65.0% | Added |
| Rockland Trust Co | 1,642 | $417.0K | 0.03% | −10−0.6% | Reduced |
| Sierra Capital LLC | 1,636 | $416.0K | 0.06% | +136+9.1% | Added |
| One + One Wealth Management, LLC | 1,629 | $414.0K | 0.29% | +50+3.2% | Added |
| Magnus Financial Group LLC | 1,626 | $413.0K | 0.08% | −261−13.8% | Reduced |
| Curated Wealth Partners LLC | 1,629 | $413.0K | 0.13% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,620 | $412.0K | 0.01% | +49+3.1% | Added |
| Coastline Trust Co | 1,620 | $412.0K | 0.05% | +200+14.1% | Added |
| Tennessee Valley Asset Management Partners | 1,613 | $410.0K | 0.14% | +151+10.3% | Added |
| Valley National Advisers Inc | 1,611 | $409.0K | 0.08% | +147+10.0% | Added |
| Convergence Investment Partners, LLC | 1,607 | $408.0K | 0.21% | −86−5.1% | Reduced |
| Appleton Partners Inc | 1,605 | $408.0K | 0.03% | +43+2.8% | Added |
| Klingman & Associates, LLC | 1,602 | $407.0K | 0.03% | +8+0.5% | Added |
| Sovereign Financial Group, Inc. | 1,599 | $406.0K | 0.17% | −761−32.2% | Reduced |
| DFPG Investments, LLC | 1,820 | $406.0K | 0.17% | +40+2.2% | Added |