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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 88,234 | $22.4M | 0.16% | +8,024+10.0% | Added |
| Middleton & Co Inc | 87,581 | $22.3M | 2.17% | −783−0.9% | Reduced |
| Franklin Street Advisors Inc | 87,261 | $22.2M | 1.68% | +2,004+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 85,411 | $21.7M | 0.47% | +16,143+23.3% | Added |
| Front Barnett Associates LLC | 85,050 | $21.6M | 2.02% | −375−0.4% | Reduced |
| Armistice Capital, LLC | 85,000 | $21.6M | 0.53% | +45,000+112.5% | Added |
| Twinbeech Capital LP | 84,463 | $21.5M | 1.22% | +82,134+3,526.6% | Added |
| Oak Associates, Ltd | 83,878 | $21.3M | 1.14% | +11,707+16.2% | Added |
| Park Presidio Capital LLC | 83,830 | $21.3M | 2.04% | +83,830 | New |
| Doyle Wealth Management | 83,286 | $21.2M | 1.52% | +562+0.7% | Added |
| Chilton Capital Management LLC | 83,095 | $21.1M | 1.08% | +5,071+6.5% | Added |
| Securian Asset Management, Inc | 83,088 | $21.1M | 0.39% | −1,159−1.4% | Reduced |
| Bridges Investment Management Inc | 82,671 | $21.0M | 0.61% | −540−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 82,469 | $21.0M | 0.43% | +1,119+1.4% | Added |
| SG Americas Securities, LLC | 82,305 | $20.9M | 0.14% | +10,930+15.3% | Added |
| Lido Advisors, LLC | 80,824 | $20.5M | 0.39% | +17,577+27.8% | Added |
| Paragon Capital Management Ltd | 79,809 | $20.3M | 3.25% | +130.0% | Added |
| Cortland Associates Inc | 79,457 | $20.2M | 2.10% | +1,482+1.9% | Added |
| MMBG Investment Advisors Co. | 78,919 | $20.1M | 1.93% | +78,919 | New |
| Oregon Public Employees Retirement Fund | 78,782 | $20.0M | 0.22% | +432+0.6% | Added |
| CTC LLC | 78,689 | $20.0M | 0.46% | +76,374+3,299.1% | Added |
| Kestra Advisory Services, LLC | 78,684 | $20.0M | 0.20% | −310−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 78,168 | $20.0M | 3.38% | +495+0.6% | Added |
| Cetera Advisors LLC | 78,053 | $19.8M | 0.40% | −4,154−5.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 77,956 | $19.8M | 1.09% | +77,956 | New |
| Bridgecreek Investment Management, LLC | 77,914 | $19.8M | 2.70% | +350+0.5% | Added |
| Forbes J M & Co LLP | 77,017 | $19.6M | 2.25% | −20,722−21.2% | Reduced |
| Cerity Partners LLC | 76,896 | $19.5M | 0.30% | +5,068+7.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 87,000 | $19.4M | 2.14% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 76,168 | $19.4M | 1.04% | +76,168 | New |
| Orbis Allan Gray Ltd | 75,468 | $19.2M | 0.14% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 75,300 | $19.1M | 0.44% | +75,300 | New |
| Huntington National Bank | 74,736 | $19.0M | 0.17% | +2,778+3.9% | Added |
| Baader Bank INC | 74,507 | $18.9M | 1.49% | +74,507 | New |
| Whittier Trust Co | 74,391 | $18.9M | 0.31% | +332+0.4% | Added |
| Spearhead Capital Advisors, LLC | 74,286 | $18.9M | 2.28% | +1,326+1.8% | Added |
| Cornerstone Capital, Inc. | 73,939 | $18.8M | 2.00% | +45+0.1% | Added |
| Elo Mutual Pension Insurance Co | 73,779 | $18.7M | 0.52% | +6,124+9.1% | Added |
| South Street Advisors LLC | 73,637 | $18.7M | 3.28% | −51−0.1% | Reduced |
| Atria Investments LLC | 73,384 | $18.6M | 0.33% | +6,894+10.4% | Added |
| Kerrisdale Advisers, LLC | 73,377 | $18.6M | 3.85% | −53,936−42.4% | Reduced |
| Cullinan Associates Inc | 72,744 | $18.5M | 0.94% | −1,520−2.0% | Reduced |
| Maryland State Retirement & Pension System | 71,835 | $18.3M | 0.48% | +1,372+1.9% | Added |
| Beacon Investment Advisory Services, Inc. | 71,733 | $18.2M | 0.71% | +988+1.4% | Added |
| Unigestion Holding SA | 71,344 | $18.1M | 0.74% | +71,344 | New |
| Trybe Capital Management LP | 71,170 | $18.1M | 9.54% | +24,786+53.4% | Added |
| Bokf, NA | 71,066 | $18.1M | 0.28% | +4,177+6.2% | Added |
| Jackson Wealth Management, LLC | 70,342 | $17.9M | 2.26% | +813+1.2% | Added |
| Freestone Capital Holdings, LLC | 69,201 | $17.6M | 0.74% | +5,788+9.1% | Added |
| Allstate Corp | 68,769 | $17.5M | 0.33% | +47,801+228.0% | Added |
| Equitable Trust Co | 68,357 | $17.4M | 1.07% | +1,646+2.5% | Added |
| Azimuth Capital Management LLC | 67,302 | $17.1M | 0.69% | +26,391+64.5% | Added |
| Fulton Breakefield Broenniman LLC | 67,291 | $17.1M | 1.27% | +1,708+2.6% | Added |
| First Foundation Advisors | 67,160 | $17.1M | 0.59% | −41,442−38.2% | Reduced |
| Boston Family Office LLC | 66,634 | $16.9M | 1.10% | +1,632+2.5% | Added |
| Thomasville National Bank | 65,526 | $16.7M | 1.59% | +244+0.4% | Added |
| Davidson Investment Advisors | 65,522 | $16.7M | 1.19% | −197−0.3% | Reduced |
| Synovus Financial Corp | 64,978 | $16.5M | 0.16% | −540−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 64,536 | $16.4M | 2.03% | +8,800+15.8% | Added |
| MAI Capital Management | 63,774 | $16.2M | 0.26% | +51,159+405.5% | Added |
| Wolverine Trading, LLC | 62,981 | $16.1M | 0.22% | −26,499−29.6% | Reduced |
| Roosevelt Investment Group LLC | 63,145 | $16.0M | 0.89% | +1,101+1.8% | Added |
| Washington Trust Co | 63,040 | $16.0M | 0.60% | +210+0.3% | Added |
| Cetera Advisor Networks LLC | 62,991 | $16.0M | 0.20% | −2,022−3.1% | Reduced |
| Private Advisor Group, LLC | 62,758 | $15.9M | 0.12% | −20,545−24.7% | Reduced |
| Sit Investment Associates Inc | 62,122 | $15.8M | 0.37% | +3,660+6.3% | Added |
| Louisiana State Employees Retirement System | 61,400 | $15.6M | 0.34% | +900+1.5% | Added |
| Old National Bancorp | 60,915 | $15.5M | 0.55% | +123+0.2% | Added |
| Lyell Wealth Management, LP | 60,730 | $15.4M | 1.76% | +812+1.4% | Added |
| Kentucky Retirement Systems | 60,713 | $15.4M | 0.63% | +4,710+8.4% | Added |
| TPI Fund Managers Ltd | 60,029 | $15.3M | 1.88% | +24,648+69.7% | Added |
| Pacer Advisors, Inc. | 59,903 | $15.2M | 0.16% | +7,813+15.0% | Added |
| Eagle Global Advisors LLC | 59,869 | $15.2M | 0.96% | −719−1.2% | Reduced |
| Liontrust Investment Partners LLP | 59,700 | $15.2M | 0.18% | +34,300+135.0% | Added |
| Jones Financial Companies LLLP | 59,627 | $15.2M | 0.02% | +424+0.7% | Added |
| Braun Stacey Associates Inc | 59,549 | $15.1M | 0.55% | +59,549 | New |
| New Mexico Educational Retirement Board | 59,386 | $15.1M | 0.51% | −3,800−6.0% | Reduced |
| Epoch Investment Partners, Inc. | 58,776 | $14.9M | 0.08% | +58,776 | New |
| Roffman Miller Associates Inc | 58,713 | $14.9M | 1.01% | +2,237+4.0% | Added |
| Mercer Global Advisors Inc | 58,676 | $14.9M | 0.09% | +4,791+8.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 58,582 | $14.9M | 3.67% | +14,333+32.4% | Added |
| Jefferies Group LLC | 58,054 | $14.8M | 0.27% | −14,796−20.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 57,025 | $14.5M | 3.26% | −2,052−3.5% | Reduced |
| Spark Investment Management LLC | 56,800 | $14.4M | 10.36% | 00.0% | Unchanged |
| Quest Investment Management LLC | 56,767 | $14.4M | 1.23% | +4,193+8.0% | Added |
| Crossmark Global Holdings, Inc. | 56,353 | $14.3M | 0.31% | −4,255−7.0% | Reduced |
| Erste Asset Management GmbH | 56,256 | $14.3M | 0.26% | +28,757+104.6% | Added |
| Lockheed Martin Investment Management Co | 55,986 | $14.2M | 0.76% | +43,750+357.6% | Added |
| Profund Advisors LLC | 55,615 | $14.1M | 0.46% | −2,173−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 53,794 | $14.1M | 0.14% | +53,794 | New |
| Coronation Fund Managers Ltd. | 55,227 | $14.0M | 0.51% | +903+1.7% | Added |
| Oppenheimer & Co Inc | 54,333 | $13.8M | 0.24% | −4,122−7.1% | Reduced |
| Jasper Ridge Partners, L.P. | 54,013 | $13.7M | 0.51% | +108+0.2% | Added |
| First Horizon Advisors, Inc. | 53,791 | $13.7M | 0.41% | −746−1.4% | Reduced |
| Philadelphia Trust Co | 53,114 | $13.5M | 0.98% | −1,604−2.9% | Reduced |
| Verition Fund Management LLC | 52,332 | $13.3M | 0.17% | +26,346+101.4% | Added |
| Edge Wealth Management LLC | 52,195 | $13.3M | 2.43% | +9,037+20.9% | Added |
| Adell Harriman & Carpenter Inc | 52,144 | $13.3M | 1.23% | −956−1.8% | Reduced |
| Commerce Bank | 52,087 | $13.2M | 0.09% | +3,804+7.9% | Added |
| LGT Group Foundation | 52,072 | $13.2M | 0.34% | +52,072 | New |