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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 1,450 | $316.0K | 0.07% | +584+67.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,235 | $314.0K | 0.10% | +1,235 | New |
| Endurance Wealth Management, Inc. | 1,229 | $312.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,229 | $312.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,230 | $312.0K | 0.06% | +35+2.9% | Added |
| Reilly Financial Advisors, LLC | 1,228 | $312.0K | 0.02% | +168+15.8% | Added |
| Wilson & Boucher Capital Management, LLC | 1,227 | $312.0K | 0.28% | +1,227 | New |
| Journey Strategic Wealth LLC | 1,229 | $312.0K | 0.03% | +1,229 | New |
| Fortress Wealth Group, LLC | 1,400 | $311.0K | 0.23% | +36+2.6% | Added |
| Glassy Mountain Advisors, Inc. | 1,224 | $311.0K | 0.16% | +1,224 | New |
| Naples Global Advisors, LLC | 1,221 | $310.0K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,214 | $309.0K | 0.15% | +21+1.8% | Added |
| MONECO Advisors, LLC | 1,449 | $308.0K | 0.12% | +105+7.8% | Added |
| Leisure Capital Management | 1,213 | $308.0K | 0.14% | +1,213 | New |
| Carmel Capital Partners, LLC | 1,213 | $308.0K | 0.23% | +1,213 | New |
| GM Advisory Group, Inc. | 1,207 | $307.0K | 0.03% | +141+13.2% | Added |
| Princeton Capital Management LLC | 1,204 | $306.0K | 0.09% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,204 | $306.0K | 0.03% | +47+4.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,200 | $305.0K | 0.04% | −385−24.3% | Reduced |
| Forte Capital LLC | 1,199 | $305.0K | 0.04% | −9−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 1,200 | $305.0K | 0.09% | +1,200 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,398 | $305.0K | 0.19% | +1,398 | New |
| Halbert Hargrove Global Advisors, LLC | 1,196 | $304.0K | 0.02% | −313−20.7% | Reduced |
| Professional Financial Advisors, LLC | 1,197 | $304.0K | 0.13% | −20−1.6% | Reduced |
| Eidelman Virant Capital | 1,188 | $303.0K | 0.11% | +15+1.3% | Added |
| Terry L. Blaker | 1,184 | $301.0K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,186 | $301.0K | 0.12% | +177+17.5% | Added |
| Evolutionary Tree Capital Management, LLC | 1,180 | $300.0K | 0.14% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,181 | $300.0K | 0.24% | +1,181 | New |
| Front Row Advisors LLC | 1,176 | $299.0K | 0.11% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,171 | $298.0K | 0.03% | +209+21.7% | Added |
| WMG Financial Advisors, LLC | 1,169 | $297.0K | 0.23% | +1,169 | New |
| Wealth Effects LLC | 1,155 | $294.0K | 0.12% | +1,155 | New |
| SFG Wealth Management, LLC. | 1,155 | $294.0K | 0.26% | +1,155 | New |
| United Asset Strategies, Inc. | 1,154 | $293.0K | 0.03% | −19−1.6% | Reduced |
| Clarity Wealth Advisors, LLC | 1,156 | $293.0K | 0.14% | +28+2.5% | Added |
| Coastal Bridge Advisors, LLC | 1,194 | $293.0K | 0.06% | +1,194 | New |
| Tufton Capital Management | 1,150 | $292.0K | 0.04% | −100−8.0% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,144 | $291.0K | 0.09% | +1,144 | New |
| Tompkins Financial Corp | 1,143 | $290.0K | 0.05% | −103−8.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,143 | $290.0K | 0.22% | −64−5.3% | Reduced |
| Security National Bank of So Dak | 1,138 | $289.0K | 0.19% | −83−6.8% | Reduced |
| Woodmont Investment Counsel LLC | 1,139 | $289.0K | 0.04% | +35+3.2% | Added |
| Smith, Moore & Co. | 1,136 | $289.0K | 0.04% | +150+15.2% | Added |
| Financial Advisors Network, Inc. | 1,130 | $287.0K | 0.06% | +15+1.3% | Added |
| Rock Creek Group, LP | 1,129 | $287.0K | 0.04% | +156+16.0% | Added |
| Founders Financial Alliance, LLC | 1,128 | $287.0K | 0.12% | +1,128 | New |
| Wealth Dimensions Group, Ltd. | 1,128 | $287.0K | 0.14% | +1,128 | New |
| American National Bank | 1,124 | $286.0K | 0.06% | +80+7.7% | Added |
| Cable Hill Partners, LLC | 1,122 | $285.0K | 0.06% | +228+25.5% | Added |
| JSF Financial, LLC | 1,117 | $284.0K | 0.14% | −799−41.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,117 | $284.0K | 0.12% | +1,117 | New |
| Resource Management, LLC | 1,112 | $283.0K | 0.03% | −422−27.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,360 | $282.0K | 0.02% | −95−6.5% | Reduced |
| Epiq Partners, LLC | 1,107 | $281.0K | 0.15% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,102 | $280.0K | 0.09% | −106−8.8% | Reduced |
| Opes Wealth Management LLC | 1,101 | $280.0K | 0.09% | −1−0.1% | Reduced |
| Apriem Advisors | 1,100 | $280.0K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,101 | $280.0K | 0.04% | +1,101 | New |
| CV Advisors LLC | 1,100 | $280.0K | 0.16% | +1,100 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,100 | $280.0K | 0.29% | +1,100 | New |
| Private Capital Group, LLC | 1,097 | $279.0K | 0.06% | −119−9.8% | Reduced |
| Circle Wealth Management, LLC | 1,098 | $279.0K | 0.04% | −109−9.0% | Reduced |
| HCR Wealth Advisors | 1,099 | $279.0K | 0.04% | −50−4.4% | Reduced |
| Financial Network Wealth Management LLC | 1,096 | $279.0K | 0.14% | +50+4.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,087 | $277.0K | 0.01% | −4,967−82.0% | Reduced |
| Evanson Asset Management, LLC | 1,091 | $277.0K | 0.02% | −144−11.7% | Reduced |
| Grace Capital | 1,085 | $276.0K | 0.16% | −63−5.5% | Reduced |
| Oak Asset Management, LLC | 1,083 | $275.0K | 0.11% | +50+4.8% | Added |
| Capital Investment Counsel, Inc | 1,075 | $273.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,076 | $273.0K | 0.07% | +1,076 | New |
| Ategra Capital Management, LLC | 1,072 | $272.4K | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,072 | $272.0K | 0.06% | 00.0% | Unchanged |
| TTP Investments, Inc. | 1,070 | $272.0K | 0.20% | +1,070 | New |
| Soltis Investment Advisors LLC | 1,067 | $271.0K | 0.04% | +3+0.3% | Added |
| Douglas Lane & Associates, LLC | 1,065 | $271.0K | 0.00% | +150+16.4% | Added |
| Alterna Wealth Management, Inc | 1,068 | $271.0K | 0.23% | +1,068 | New |
| Sterling Investment Counsel, LLC | 1,065 | $271.0K | 0.18% | +1,065 | New |
| Cordasco Financial Network | 1,064 | $270.0K | 0.17% | −68−6.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $270.0K | 0.08% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 924 | $269.2K | 0.14% | +924 | New |
| AllSquare Wealth Management LLC | 1,058 | $269.0K | 0.16% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,054 | $268.0K | 0.02% | −211−16.7% | Reduced |
| West Bancorporation Inc | 1,056 | $268.0K | 0.21% | +1,056 | New |
| Poehling Capital Management, LLC | 1,050 | $267.0K | 0.09% | −203−16.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,052 | $267.0K | 0.04% | −11−1.0% | Reduced |
| Veracity Capital LLC | 1,047 | $266.0K | 0.11% | +26+2.5% | Added |
| SlateStone Wealth, LLC | 1,046 | $266.0K | 0.06% | +76+7.8% | Added |
| Pine Haven Investment Counsel, Inc | 1,045 | $266.0K | 0.25% | +1,045 | New |
| Simon Quick Advisors, LLC | 1,044 | $265.0K | 0.07% | −563−35.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $265.0K | 0.21% | +1,042 | New |
| Loveless Wealth Management LLC | 1,040 | $264.0K | 0.14% | +48+4.8% | Added |
| Washington Trust Bank | 1,037 | $264.0K | 0.03% | +1,037 | New |
| Southland Equity Partners LLC | 1,034 | $262.8K | 0.11% | +44+4.4% | Added |
| Cottage Street Advisors LLC | 1,031 | $262.0K | 0.15% | −326−24.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,028 | $261.0K | 0.09% | +30+3.0% | Added |
| O'Rourke & Company, Inc | 1,025 | $260.0K | 0.17% | +1,025 | New |
| Nichols & Pratt Advisers LLP | 1,020 | $259.0K | 0.02% | −550−35.0% | Reduced |
| LBMC Investment Advisors, LLC | 1,021 | $259.0K | 0.02% | −28,505−96.5% | Reduced |
| Gray Wealth Management Inc. | 1,013 | $257.0K | 0.13% | +36+3.7% | Added |