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; 2,492 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
- +205 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
- 133
- 691 more reduced
37 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 166,882 | $42.6M | 0.35% | −8,856−5.0% | Reduced |
| La Financiere de L'Echiquier | 166,967 | $42.4M | 1.43% | −33,709−16.8% | Reduced |
| Hantz Financial Services, Inc. | 164,977 | $41.9M | 1.21% | +9,777+6.3% | Added |
| Gulf International Bank (UK) Ltd | 164,868 | $41.9M | 0.59% | −33,296−16.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 164,826 | $41.9M | 2.10% | +42,949+35.2% | Added |
| Hollencrest Capital Management | 164,487 | $41.8M | 3.29% | −4,910−2.9% | Reduced |
| Summitry LLC | 161,880 | $41.1M | 2.40% | +2,990+1.9% | Added |
| MIG Capital, LLC | 161,114 | $40.9M | 4.08% | −22,370−12.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 159,002 | $40.4M | 0.50% | +3,119+2.0% | Added |
| NN Investment Partners Holdings N.V. | 158,484 | $40.3M | 0.20% | −81−0.1% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 157,046 | $39.9M | 0.59% | +46,046+41.5% | Added |
| Swiss Life Asset Management Ltd | 155,874 | $39.6M | 0.51% | −4,642−2.9% | Reduced |
| AQR Capital Management LLC | 155,850 | $39.6M | 0.07% | +7,038+4.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 153,171 | $38.9M | 0.81% | +6,928+4.7% | Added |
| Murchinson Ltd. | 150,000 | $38.1M | 3.62% | +150,000 | New |
| Employees Provident Fund Board | 150,000 | $38.1M | 0.63% | −111,768−42.7% | Reduced |
| Umb Bank N A | 149,143 | $37.9M | 0.48% | +13,096+9.6% | Added |
| Cambridge Trust Co | 147,311 | $37.4M | 1.21% | +1,107+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 147,088 | $37.4M | 0.08% | −41,355−21.9% | Reduced |
| Mackay Shields LLC | 146,296 | $37.2M | 0.31% | −2,209−1.5% | Reduced |
| Zeke Capital Advisors, LLC | 144,151 | $36.6M | 2.14% | +18,750+15.0% | Added |
| M&T Bank Corp | 143,333 | $36.4M | 0.15% | +561+0.4% | Added |
| Leonteq Securities AG | 141,889 | $36.1M | 1.63% | +74,463+110.4% | Added |
| Heritage Investors Management Corp | 141,816 | $36.0M | 1.40% | +3,030+2.2% | Added |
| Aureus Asset Management, LLC | 141,724 | $36.0M | 2.22% | +553+0.4% | Added |
| State of Alaska, Department of Revenue | 141,643 | $36.0M | 0.35% | −7,460−5.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 141,600 | $36.0M | 0.20% | −961−0.7% | Reduced |
| Stephens Inc | 141,529 | $36.0M | 0.54% | +660.0% | Added |
| Regions Financial Corp | 141,272 | $35.9M | 0.28% | +31,923+29.2% | Added |
| Snowhook Capital Management LP | 140,658 | $35.7M | 7.99% | +140,658 | New |
| Yousif Capital Management, LLC | 139,056 | $35.3M | 0.37% | +139,056 | New |
| Glenmede Trust Co NA | 137,449 | $34.9M | 0.17% | +38,579+39.0% | Added |
| Westpac Banking Corp | 136,486 | $34.7M | 0.36% | −5,820−4.1% | Reduced |
| HHR Asset Management, LLC | 135,388 | $34.4M | 4.10% | −26,243−16.2% | Reduced |
| Tiaa, FSB | 135,416 | $34.3M | 0.11% | +18,906+16.2% | Added |
| Texas Permanent School Fund | 135,032 | $34.3M | 0.42% | −15,053−10.0% | Reduced |
| Lannebo Fonder AB | 135,000 | $34.3M | 4.12% | −30,000−18.2% | Reduced |
| Crosslink Capital Inc | 133,545 | $33.9M | 5.37% | −61,371−31.5% | Reduced |
| Maryland Capital Management | 132,363 | $33.6M | 1.82% | +2,409+1.9% | Added |
| Ithaka Group LLC | 131,503 | $33.4M | 4.07% | −2,621−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 131,017 | $33.3M | 2.63% | +2,648+2.1% | Added |
| KCL Capital, L.P. | 130,830 | $33.2M | 4.56% | +63,330+93.8% | Added |
| Xponance, Inc. | 129,865 | $33.0M | 0.52% | +14,720+12.8% | Added |
| Twin Tree Management, LP | 129,543 | $32.9M | 0.80% | +62,732+93.9% | Added |
| Mutual of America Capital Management LLC | 129,262 | $32.8M | 0.33% | +1,806+1.4% | Added |
| United Capital Financial Advisers, LLC | 129,167 | $32.8M | 0.15% | +17,003+15.2% | Added |
| APG Asset Management N.V. | 146,703 | $32.8M | 0.06% | −38,400−20.7% | Reduced |
| IFM Investors Pty Ltd | 128,207 | $32.6M | 0.60% | +128,207 | New |
| Factory Mutual Insurance Co | 153,700 | $32.4M | 0.47% | −36,400−19.1% | Reduced |
| Daiwa Securities Group Inc. | 106,011 | $32.3M | 0.19% | −13,549−11.3% | Reduced |
| CIBC Asset Management Inc | 126,637 | $32.2M | 0.12% | +6,434+5.4% | Added |
| Comerica Bank | 148,666 | $32.0M | 0.24% | −8,956−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 125,387 | $31.9M | 0.48% | +10,647+9.3% | Added |
| Becker Capital Management Inc | 125,268 | $31.8M | 1.26% | +2,293+1.9% | Added |
| Trillium Asset Management, LLC | 125,104 | $31.8M | 0.75% | +5,693+4.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $31.8M | 0.37% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 124,370 | $31.6M | 1.14% | +155+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,471 | $31.5M | 0.42% | +35,211+39.9% | Added |
| Sycomore Asset Management | 123,313 | $31.4M | 4.84% | +7,893+6.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,882 | $31.2M | 0.33% | +1,133+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 122,213 | $31.1M | 0.91% | +51,624+73.1% | Added |
| Schonfeld Strategic Advisors LLC | 120,627 | $30.7M | 0.30% | −69,837−36.7% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 120,000 | $30.5M | 1.22% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 118,178 | $30.0M | 0.41% | −1,420−1.2% | Reduced |
| ClariVest Asset Management LLC | 116,139 | $29.5M | 0.91% | −3,009−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 114,260 | $29.0M | 0.37% | +14,288+14.3% | Added |
| Artemis Investment Management LLP | 114,401 | $29.0M | 0.21% | −33,667−22.7% | Reduced |
| Varma Mutual Pension Insurance Co | 112,671 | $28.6M | 0.42% | −50,000−30.7% | Reduced |
| Connectus Wealth, LLC | 112,128 | $28.5M | 1.10% | +112,128 | New |
| Klingenstein Fields & Co LP | 111,841 | $28.4M | 1.14% | −472−0.4% | Reduced |
| Vancity Investment Management Ltd | 111,791 | $28.4M | 3.26% | +12,382+12.5% | Added |
| Sandler Capital Management | 110,647 | $28.1M | 3.55% | −42,635−27.8% | Reduced |
| Creative Planning | 110,225 | $28.0M | 0.05% | +2,634+2.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 110,147 | $28.0M | 0.91% | +1,818+1.7% | Added |
| Norinchukin Bank, The | 109,383 | $27.8M | 0.35% | −2,523−2.3% | Reduced |
| CWM, LLC | 109,251 | $27.8M | 0.20% | +109,251 | New |
| Brinker Capital Investments, LLC | 109,207 | $27.8M | 0.40% | −16,444−13.1% | Reduced |
| Virginia Retirement Systems Et Al | 108,700 | $27.6M | 0.25% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 107,789 | $27.4M | 1.59% | +385+0.4% | Added |
| Global Endowment Management, LP | 106,123 | $27.0M | 1.97% | +19,720+22.8% | Added |
| Tredje AP-fonden | 102,696 | $26.1M | 0.51% | +5,935+6.1% | Added |
| AO Asset Management, LP | 102,600 | $26.1M | 2.54% | −103,200−50.1% | Reduced |
| Boston Private Wealth LLC | 101,740 | $25.9M | 0.42% | +4,764+4.9% | Added |
| Hartford Investment Management Co | 101,410 | $25.8M | 0.59% | +8,639+9.3% | Added |
| Border to Coast Pensions Partnership Ltd | 101,447 | $25.8M | 0.87% | 00.0% | Unchanged |
| NS Partners Ltd | 100,894 | $25.6M | 1.20% | +570+0.6% | Added |
| Granite Investment Partners, LLC | 99,509 | $25.3M | 0.74% | +2,831+2.9% | Added |
| Waverton Investment Management Ltd | 98,560 | $25.0M | 0.79% | −17,776−15.3% | Reduced |
| Simplex Trading, LLC | 97,902 | $24.9M | 0.82% | +97,852+195,704.0% | Added |
| Zacks Investment Management | 97,657 | $24.8M | 0.35% | +2,897+3.1% | Added |
| Shell Asset Management Co | 97,450 | $24.8M | 0.51% | +12,571+14.8% | Added |
| Greenleaf Trust | 97,323 | $24.7M | 0.29% | +9,414+10.7% | Added |
| Qube Research & Technologies Ltd | 96,505 | $24.5M | 0.19% | +17,130+21.6% | Added |
| Pittenger & Anderson Inc | 94,202 | $23.9M | 1.11% | +390+0.4% | Added |
| Tower Research Capital LLC (TRC) | 93,667 | $23.8M | 0.41% | +52,873+129.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,271 | $23.7M | 3.00% | −1,577−1.7% | Reduced |
| PEAK6 Investments LLC | 93,265 | $23.7M | 0.66% | −7,932−7.8% | Reduced |
| Squarepoint Ops LLC | 91,928 | $23.4M | 0.11% | −53,464−36.8% | Reduced |
| MayTech Global Investments, LLC | 89,441 | $22.7M | 4.58% | +975+1.1% | Added |
| Financial Counselors Inc | 89,002 | $22.6M | 0.46% | −7,954−8.2% | Reduced |