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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 1,597 | $406.0K | 0.03% | +16+1.0% | Added |
| Integrated Investment Consultants, LLC | 1,595 | $405.0K | 0.11% | +15+0.9% | Added |
| CoreFirst Bank & Trust | 1,569 | $399.0K | 0.26% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,559 | $396.0K | 0.03% | 00.0% | Unchanged |
| KWB Wealth | 1,559 | $396.0K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,556 | $396.0K | 0.02% | −5−0.3% | Reduced |
| Benjamin Edwards Inc | 1,551 | $394.0K | 0.13% | +1,551 | New |
| First Citizens Bank & Trust Co | 1,549 | $393.0K | 0.02% | +4+0.3% | Added |
| Baldwin Brothers Inc | 1,542 | $392.0K | 0.04% | −50−3.1% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $392.0K | 0.36% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,541 | $392.0K | 0.18% | +150+10.8% | Added |
| Pegasus Partners Ltd. | 1,539 | $391.0K | 0.07% | +247+19.1% | Added |
| Weik Capital Management | 1,535 | $390.0K | 0.15% | +185+13.7% | Added |
| PFG Advisors | 1,534 | $390.0K | 0.04% | +598+63.9% | Added |
| Mengis Capital Management, Inc. | 1,532 | $389.0K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,522 | $387.0K | 0.08% | +93+6.5% | Added |
| Busey Wealth Management | 1,511 | $384.0K | 0.01% | −143−8.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,502 | $382.0K | 0.24% | +63+4.4% | Added |
| Notis-McConarty Edward | 1,500 | $381.0K | 0.13% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,481 | $380.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 1,492 | $379.0K | 0.11% | +255+20.6% | Added |
| Indiana Trust & Investment Management CO | 1,484 | $377.0K | 0.17% | +110+8.0% | Added |
| Jeppson Wealth Management, LLC | 1,484 | $377.0K | 0.18% | +179+13.7% | Added |
| Wealth Architects, LLC | 1,472 | $374.0K | 0.07% | +104+7.6% | Added |
| AGF Investments LLC | 1,468 | $373.0K | 0.03% | −2,063−58.4% | Reduced |
| Northeast Investment Management | 1,464 | $372.0K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,460 | $371.0K | 0.20% | +1,460 | New |
| Arvest Trust Co N A | 1,457 | $370.0K | 0.02% | +1,457 | New |
| Quad-Cities Investment Group, LLC | 1,452 | $369.0K | 0.23% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,451 | $369.0K | 0.08% | +953+191.4% | Added |
| Rockbridge Investment Management, LCC | 1,449 | $368.0K | 0.05% | +1+0.1% | Added |
| Avenue 1 Advisors, LLC | 1,443 | $367.0K | 0.19% | −254−15.0% | Reduced |
| Summit X, LLC | 1,442 | $367.0K | 0.09% | −161−10.0% | Reduced |
| Blue Barn Wealth, LLC | 1,445 | $367.0K | 0.25% | −29−2.0% | Reduced |
| West Michigan Advisors, LLC | 1,446 | $367.0K | 0.27% | +1,446 | New |
| Winthrop Advisory Group LLC | 1,441 | $366.0K | 0.07% | +10+0.7% | Added |
| Well Done, LLC | 1,441 | $366.0K | 0.07% | +155+12.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,440 | $365.0K | 0.25% | +340+30.9% | Added |
| Principal Street Partners, LLC | 1,434 | $364.0K | 0.09% | +61+4.4% | Added |
| TCI Wealth Advisors, Inc. | 1,430 | $363.0K | 0.05% | −29−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,420 | $361.0K | 0.03% | −213−13.0% | Reduced |
| Cypress Capital Management LLC (WY) | 1,420 | $361.0K | 0.30% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,423 | $361.0K | 0.12% | +1,423 | New |
| Marino, Stram & Associates LLC | 1,412 | $359.0K | 0.11% | 00.0% | Unchanged |
| Hill Island Financial LLC | 1,405 | $357.0K | 0.13% | +1,405 | New |
| Pathway Financial Advisors LLC | 1,532 | $356.0K | 0.13% | +1,532 | New |
| ZWJ Investment Counsel Inc | 1,397 | $355.0K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,394 | $354.0K | 0.13% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,391 | $353.0K | 0.02% | +273+24.4% | Added |
| Synergy Financial Management, LLC | 1,387 | $353.0K | 0.08% | +396+40.0% | Added |
| Lantz Financial LLC | 1,385 | $352.0K | 0.16% | −36−2.5% | Reduced |
| Concord Wealth Partners | 1,382 | $351.0K | 0.09% | +909+192.2% | Added |
| Vantage Consulting Group Inc | 1,382 | $351.0K | 0.09% | +1,382 | New |
| Syntax Advisors, LLC | 1,382 | $351.0K | 0.26% | +1,382 | New |
| Cedar Wealth Management, LLC | 1,379 | $350.0K | 0.14% | +395+40.1% | Added |
| Waddell & Associates, LLC | 1,374 | $349.0K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,642 | $349.0K | 0.28% | +1,642 | New |
| CNB Bank | 1,367 | $347.0K | 0.19% | −46−3.3% | Reduced |
| WBH Advisory Inc | 1,362 | $346.0K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 1,360 | $346.0K | 0.23% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,360 | $346.0K | 0.24% | +1,360 | New |
| Capital Performance Advisors LLP | 1,625 | $346.0K | 0.21% | +1,625 | New |
| Titleist Asset Management, Ltd. | 1,359 | $345.0K | 0.07% | +1,359 | New |
| CenterStar Asset Management, LLC | – | $343.0K | 0.26% | – | – |
| Five Oceans Advisors | 1,349 | $343.0K | 0.30% | +53+4.1% | Added |
| RFG Advisory, LLC | 1,349 | $343.0K | 0.02% | +257+23.5% | Added |
| Formidable Asset Management, LLC | 1,364 | $341.0K | 0.07% | −50−3.5% | Reduced |
| Golden State Equity Partners | 1,336 | $340.0K | 0.17% | −560−29.5% | Reduced |
| Ledyard National Bank | 1,339 | $340.0K | 0.03% | +25+1.9% | Added |
| Retirement Income Solutions, Inc | 1,330 | $338.0K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,323 | $336.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 1,306 | $336.0K | 0.06% | +1,306 | New |
| Consolidated Capital Management, LLC | 1,317 | $335.0K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $334.0K | 0.20% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,313 | $334.0K | 0.36% | +1,313 | New |
| Duality Advisers, LP | 1,309 | $333.0K | 0.04% | +1,309 | New |
| Lebenthal Global Advisors, LLC | 1,308 | $332.0K | 0.13% | +1,308 | New |
| Phocas Financial Corp. | 1,300 | $330.0K | 0.04% | +210+19.3% | Added |
| Natixis Investment Managers International | 1,295 | $329.0K | 0.02% | +144+12.5% | Added |
| Kolinsky Wealth Management, LLC | 1,294 | $329.0K | 0.30% | +1,294 | New |
| Total Clarity Wealth Management, Inc. | 1,291 | $328.0K | 0.15% | +60+4.9% | Added |
| Clear Creek Financial Management, LLC | 1,290 | $328.0K | 0.05% | +1,290 | New |
| KC Investment Advisors, LLC | 1,288 | $327.0K | 0.22% | +223+20.9% | Added |
| Arabesque Asset Management Ltd | 1,282 | $326.0K | 0.09% | −7,531−85.5% | Reduced |
| Secure Asset Management, LLC | 1,284 | $326.0K | 0.13% | −259−16.8% | Reduced |
| Fiduciary Planning LLC | 1,284 | $326.0K | 0.18% | −170−11.7% | Reduced |
| NuWave Investment Management, LLC | 1,279 | $325.0K | 0.37% | +1,279 | New |
| Cadence Bank NA | 1,277 | $324.0K | 0.09% | +260+25.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,275 | $324.0K | 0.09% | +397+45.2% | Added |
| Ford Financial Group, LLC | 1,273 | $323.0K | 0.11% | −45−3.4% | Reduced |
| Aveo Capital Partners, LLC | 1,272 | $323.0K | 0.06% | +34+2.7% | Added |
| LexAurum Advisors, LLC | 1,269 | $322.0K | 0.10% | −60−4.5% | Reduced |
| Latitude Advisors, LLC | 1,268 | $322.0K | 0.09% | +26+2.1% | Added |
| Nicholas Hoffman & Company, LLC. | 1,258 | $320.0K | 0.01% | +104+9.0% | Added |
| David Loasby | 1,257 | $319.0K | 0.04% | −508−28.8% | Reduced |
| Lynch Asset Management, Inc. | 1,250 | $318.0K | 0.22% | +1,250 | New |
| David R. Rahn & Associates Inc. | 1,249 | $317.0K | 0.14% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,248 | $317.0K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,246 | $317.0K | 0.06% | +1,246 | New |
| Griffin Asset Management, Inc. | 1,244 | $316.0K | 0.04% | 00.0% | Unchanged |