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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 1,007 | $256.0K | 0.09% | −54−5.1% | Reduced |
| Thompson Investment Management, Inc. | 1,006 | $256.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,006 | $256.0K | 0.17% | −2−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,008 | $256.0K | 0.07% | +104+11.5% | Added |
| Peachtree Investment Partners, LLC | 1,007 | $256.0K | 0.11% | +1,007 | New |
| Orrstown Financial Services Inc | 1,074 | $255.0K | 0.39% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,000 | $254.0K | 0.36% | −5,200−83.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,122 | $254.0K | 0.00% | +148+15.2% | Added |
| Bank of Nova Scotia Trust Co | 999 | $254.0K | 0.02% | −1−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 1,000 | $254.0K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $254.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 998 | $254.0K | 0.15% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 998 | $254.0K | 0.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 998 | $254.0K | 0.23% | +99+11.0% | Added |
| Chelsea Counsel Co | 994 | $253.0K | 0.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 993 | $252.0K | 0.06% | +993 | New |
| Beck Mack & Oliver LLC | 988 | $251.0K | 0.01% | −380−27.8% | Reduced |
| Foundry Partners, LLC | 985 | $250.0K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,070 | $249.0K | 0.02% | −51−4.5% | Reduced |
| Yorktown Management & Research Co Inc | 980 | $249.0K | 0.17% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 975 | $248.0K | 0.12% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 975 | $248.0K | 0.08% | +975 | New |
| Global Strategic Investment Solutions, LLC | 976 | $248.0K | 0.04% | +976 | New |
| RBA Wealth Management, LLC | 971 | $247.0K | 0.12% | +971 | New |
| Peninsula Wealth, LLC | 959 | $244.0K | 0.07% | +959 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 962 | $244.0K | 0.16% | +962 | New |
| Premier Asset Management LLC | 955 | $243.0K | 0.04% | −145−13.2% | Reduced |
| Adirondack Trust Co | 958 | $243.0K | 0.12% | +20+2.1% | Added |
| JJJ Advisors Inc. | 958 | $243.0K | 0.07% | −2−0.2% | Reduced |
| Berger Financial Group, Inc | 949 | $241.0K | 0.03% | +949 | New |
| Powers Advisory Group, LLC | 948 | $241.0K | 0.17% | +948 | New |
| HMS Capital Management, LLC | 945 | $240.0K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 946 | $240.0K | 0.13% | +946 | New |
| Kapitalo Investimentos Ltda | 943 | $239.6K | 0.28% | +943 | New |
| Altus Wealth Group LLC | 937 | $238.0K | 0.20% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 935 | $238.0K | 0.05% | +935 | New |
| Prestige Wealth Management Group LLC | 930 | $237.0K | 0.06% | −42−4.3% | Reduced |
| Pictet North America Advisors SA | 931 | $237.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 933 | $237.0K | 0.07% | +19+2.1% | Added |
| Accurate Wealth Management, LLC | 893 | $237.0K | 0.20% | +60+7.2% | Added |
| Sculati Wealth Management, LLC | 929 | $236.0K | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 930 | $236.0K | 0.03% | +930 | New |
| Taurus Asset Management, LLC | 923 | $235.0K | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 926 | $235.0K | 0.02% | +147+18.9% | Added |
| Sather Financial Group Inc | 924 | $235.0K | 0.02% | +924 | New |
| Aviance Capital Partners, LLC | 920 | $234.0K | 0.04% | −98−9.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 919 | $234.0K | 0.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 920 | $234.0K | 0.17% | +50+5.7% | Added |
| Greenwood Gearhart Inc | 920 | $234.0K | 0.03% | +920 | New |
| Financial Advisory Group | 918 | $233.0K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 915 | $232.0K | 0.02% | −9−1.0% | Reduced |
| Larson Financial Group LLC | 912 | $232.0K | 0.04% | +758+492.2% | Added |
| Fort Pitt Capital Group, LLC | 908 | $231.0K | 0.01% | +908 | New |
| Collective Family Office LLC | 908 | $231.0K | 0.09% | +908 | New |
| MainStreet Investment Advisors LLC | 904 | $230.0K | 0.02% | −122−11.9% | Reduced |
| Vivid Financial Management, Inc. | 906 | $230.0K | 0.09% | −63−6.5% | Reduced |
| CRA Financial Services, LLC | 907 | $230.0K | 0.07% | 00.0% | Unchanged |
| Unionview, LLC | 905 | $230.0K | 0.22% | +905 | New |
| Banco de Sabadell, S.A | 900 | $229.0K | 0.13% | −7,819−89.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 902 | $229.0K | 0.10% | −12−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 901 | $229.0K | 0.06% | +138+18.1% | Added |
| Palisade Capital Management LLC | 900 | $229.0K | 0.00% | +900 | New |
| Corrigan Financial, Inc. | 900 | $228.7K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 898 | $228.0K | 0.04% | +77+9.4% | Added |
| Freemont Management S.A. | 898 | $228.0K | 0.06% | +435+94.0% | Added |
| Manteio Capital LLC | 896 | $228.0K | 0.29% | +896 | New |
| Enterprise Financial Services Corp | 894 | $227.0K | 0.03% | −317−26.2% | Reduced |
| Accredited Investors Inc. | 893 | $227.0K | 0.02% | +8+0.9% | Added |
| MJP Associates Inc | 885 | $226.0K | 0.07% | −255−22.4% | Reduced |
| Ratio Wealth Group | 889 | $225.9K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 883 | $224.0K | 0.02% | +883 | New |
| S.C. Financial Services, Inc. | 979 | $224.0K | 0.26% | +979 | New |
| Fermata Advisors, LLC | 878 | $223.0K | 0.08% | +43+5.1% | Added |
| Cassia Capital Partners, LLC | 873 | $222.0K | 0.15% | −7,334−89.4% | Reduced |
| ICW Investment Advisors LLC | 873 | $222.0K | 0.12% | +3+0.3% | Added |
| Claret Asset Management Corp | 873 | $222.0K | 0.04% | +100+12.9% | Added |
| Tower Bridge Advisors | 872 | $221.6K | 0.01% | −61−6.5% | Reduced |
| SignalPoint Asset Management, LLC | 871 | $221.0K | 0.07% | −15−1.7% | Reduced |
| Sigma Investment Counselors Inc | 868 | $221.0K | 0.02% | +61+7.6% | Added |
| Caerus Investment Advisors, LLC | 870 | $221.0K | 0.25% | +870 | New |
| Amplius Wealth Advisors, LLC | 870 | $221.0K | 0.03% | +870 | New |
| SNS Financial Group, LLC | 864 | $220.0K | 0.03% | −100−10.4% | Reduced |
| Continuum Advisory, LLC | 867 | $220.0K | 0.05% | +867 | New |
| Thompson Siegel & Walmsley LLC | 858 | $218.0K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 859 | $218.0K | 0.04% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 858 | $218.0K | 0.07% | +120+16.3% | Added |
| Cladis Investment Advisory, LLC | 857 | $217.8K | 0.17% | +857 | New |
| Outlook Wealth Advisors, LLC | 853 | $217.0K | 0.06% | −8−0.9% | Reduced |
| Versant Capital Management, Inc | 852 | $217.0K | 0.07% | +225+35.9% | Added |
| LGL Partners, LLC | 854 | $217.0K | 0.03% | +854 | New |
| Lowe Brockenbrough & Co Inc | 849 | $216.0K | 0.02% | −64−7.0% | Reduced |
| Apeiron RIA LLC | 849 | $216.0K | 0.09% | +849 | New |
| Liberty Wealth Management LLC | 848 | $215.0K | 0.08% | −498−37.0% | Reduced |
| Triton Wealth Management, PLLC | 1,008 | $215.0K | 0.11% | +27+2.8% | Added |
| Carolinas Wealth Consulting LLC | 845 | $215.0K | 0.05% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 846 | $215.0K | 0.23% | +846 | New |
| North Star Investment Management Corp. | 839 | $213.0K | 0.01% | −680−44.8% | Reduced |
| Indie Asset Partners, LLC | 835 | $212.0K | 0.15% | −3−0.4% | Reduced |
| Archvest Wealth Advisors, Inc. | 835 | $212.0K | 0.18% | +835 | New |
| GFS Advisors, LLC | 827 | $210.0K | 0.03% | −310−27.3% | Reduced |