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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 52,066 | $13.2M | 0.52% | +12,637+32.1% | Added |
| Wealthfront Advisers LLC | 51,827 | $13.2M | 0.06% | −3,800−6.8% | Reduced |
| Neville Rodie & Shaw Inc | 51,622 | $13.1M | 0.93% | +1,338+2.7% | Added |
| Chesley Taft & Associates LLC | 51,300 | $13.0M | 0.67% | +1,462+2.9% | Added |
| Polar Asset Management Partners Inc. | 51,098 | $13.0M | 0.16% | −55,585−52.1% | Reduced |
| Congress Asset Management Co | 50,796 | $12.9M | 0.10% | −11,870−18.9% | Reduced |
| Acadian Asset Management LLC | 50,668 | $12.9M | 0.05% | +9,447+22.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50,220 | $12.8M | 3.75% | −13,301−20.9% | Reduced |
| Oxbow Advisors, LLC | 50,344 | $12.8M | 1.22% | +1,340+2.7% | Added |
| Sandy Spring Bank | 50,314 | $12.8M | 0.61% | +1,555+3.2% | Added |
| Islet Management, LP | 50,000 | $12.7M | 0.70% | −50,000−50.0% | Reduced |
| Stillwater Capital Advisors, LLC | 49,122 | $12.5M | 1.90% | −403−0.8% | Reduced |
| Northstar Asset Management Inc | 49,106 | $12.5M | 3.14% | +537+1.1% | Added |
| Covington Investment Advisors Inc. | 48,589 | $12.3M | 2.52% | −274−0.6% | Reduced |
| AXS Investments LLC | 48,491 | $12.3M | 2.92% | +48,491 | New |
| Sequoia Financial Advisors, LLC | 48,293 | $12.3M | 0.33% | +33,150+218.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 47,842 | $12.2M | 0.42% | +1,391+3.0% | Added |
| Gifford Fong Associates | 47,621 | $12.1M | 2.12% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 47,607 | $12.1M | 0.88% | +240+0.5% | Added |
| E. Ohman J:or Asset Management AB | 47,550 | $12.1M | 0.35% | +3,800+8.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,159 | $12.0M | 0.23% | −321−0.7% | Reduced |
| Shufro Rose & Co LLC | 46,765 | $11.9M | 0.86% | −582−1.2% | Reduced |
| Thames Capital Management LLC | 46,365 | $11.8M | 2.26% | −134−0.3% | Reduced |
| Akaris Global Partners, LP | 46,334 | $11.8M | 11.46% | +4,472+10.7% | Added |
| Progressive Investment Management Corp | 46,106 | $11.7M | 3.25% | −143−0.3% | Reduced |
| Prospera Financial Services Inc | 46,081 | $11.7M | 0.51% | +22,324+94.0% | Added |
| CFM Wealth Partners LLC | 45,183 | $11.5M | 2.58% | +2,339+5.5% | Added |
| Kayak Investment Partners LLC | 45,016 | $11.4M | 4.62% | −135,301−75.0% | Reduced |
| Moreno Evelyn V | 44,994 | $11.4M | 2.29% | +2,597+6.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 44,628 | $11.3M | 0.92% | +2,020+4.7% | Added |
| Johnson Investment Counsel Inc | 44,499 | $11.3M | 0.14% | −336−0.7% | Reduced |
| Allen Investment Management LLC | 44,497 | $11.3M | 0.14% | +1,565+3.6% | Added |
| Buckingham Capital Management, Inc. | 44,411 | $11.3M | 1.75% | −1,818−3.9% | Reduced |
| Covington Capital Management | 44,267 | $11.3M | 0.39% | +1,643+3.9% | Added |
| Credit Agricole S A | 43,972 | $11.2M | 0.37% | +15,348+53.6% | Added |
| Spire Wealth Management | 43,789 | $11.1M | 0.25% | +4,490+11.4% | Added |
| Deltec Asset Management LLC | 43,700 | $11.1M | 1.81% | +15,200+53.3% | Added |
| Westwood Management Corp | 43,624 | $11.1M | 0.85% | +22,524+106.7% | Added |
| Iyo Bank, Ltd. | 43,532 | $11.1M | 3.37% | +43,532 | New |
| Kovitz Investment Group Partners, LLC | 43,402 | $11.0M | 0.26% | −237,698−84.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 43,000 | $10.9M | 2.60% | +43,000 | New |
| Keybank National Association | 42,955 | $10.9M | 0.04% | −59−0.1% | Reduced |
| Independent Advisor Alliance | 42,759 | $10.9M | 0.54% | +3,011+7.6% | Added |
| Moors & Cabot, Inc. | 42,652 | $10.8M | 0.67% | +1,321+3.2% | Added |
| Parallel Advisors, LLC | 42,652 | $10.8M | 0.40% | +3,550+9.1% | Added |
| AE Wealth Management LLC | 42,485 | $10.8M | 0.08% | −2,101−4.7% | Reduced |
| Engineers Gate Manager LP | 42,343 | $10.8M | 0.48% | +41,006+3,067.0% | Added |
| Sigma Planning Corp | 42,006 | $10.7M | 0.30% | +1,452+3.6% | Added |
| Cornerstone Advisors, LLC | 42,000 | $10.7M | 0.58% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 41,945 | $10.7M | 0.24% | +4,366+11.6% | Added |
| Rothschild Investment Corp | 41,713 | $10.6M | 0.82% | +432+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 41,642 | $10.6M | 0.57% | +7,819+23.1% | Added |
| Quilter Plc | 41,235 | $10.5M | 0.27% | −7,365−15.2% | Reduced |
| Central Trust Co | 41,302 | $10.5M | 0.30% | +3,134+8.2% | Added |
| KCM Investment Advisors LLC | 41,061 | $10.4M | 0.36% | +52+0.1% | Added |
| Kinneret Advisory, LLC | 40,882 | $10.4M | 1.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40,603 | $10.3M | 0.30% | +2,530+6.6% | Added |
| Knights of Columbus Asset Advisors LLC | 40,561 | $10.3M | 0.83% | +13,041+47.4% | Added |
| PKO Investment Management Joint-Stock Co | 40,000 | $10.2M | 1.15% | +40,000 | New |
| Bank of the West | 39,922 | $10.1M | 0.96% | −1,035−2.5% | Reduced |
| Marco Investment Management LLC | 39,731 | $10.1M | 0.99% | +3,242+8.9% | Added |
| HAP Trading, LLC | 39,530 | $10.0M | 0.70% | +39,530 | New |
| Evercore Wealth Management, LLC | 39,489 | $10.0M | 0.16% | −370−0.9% | Reduced |
| Parsons Capital Management Inc | 39,446 | $10.0M | 0.72% | +478+1.2% | Added |
| Xcel Wealth Management, LLC | 39,350 | $10.0M | 2.57% | +320+0.8% | Added |
| Aptus Capital Advisors, LLC | 39,267 | $9.98M | 0.34% | +5,157+15.1% | Added |
| Sand Hill Global Advisors, LLC | 39,137 | $9.95M | 0.56% | −331−0.8% | Reduced |
| Kemnay Advisory Services Inc. | 38,679 | $9.83M | 1.38% | −6,358−14.1% | Reduced |
| Wedbush Securities Inc | 38,549 | $9.80M | 0.42% | −306−0.8% | Reduced |
| Crossvault Capital Management LLC | 38,391 | $9.76M | 2.93% | +1,260+3.4% | Added |
| NFJ Investment Group, LLC | 38,362 | $9.75M | 0.18% | −177−0.5% | Reduced |
| Ashfield Capital Partners, LLC | 37,868 | $9.62M | 0.62% | +5,872+18.4% | Added |
| Exencial Wealth Advisors, LLC | 37,688 | $9.58M | 0.46% | −12,510−24.9% | Reduced |
| Cresset Asset Management, LLC | 37,549 | $9.54M | 0.09% | +5,305+16.5% | Added |
| Autus Asset Management, LLC | 37,310 | $9.48M | 0.95% | +380+1.0% | Added |
| Polaris Wealth Advisory Group, LLC | 37,122 | $9.43M | 0.54% | −429−1.1% | Reduced |
| IMC-Chicago, LLC | 37,026 | $9.41M | 0.38% | −23,409−38.7% | Reduced |
| Perigon Wealth Management, LLC | 36,974 | $9.40M | 0.67% | −883−2.3% | Reduced |
| Cetera Investment Advisers | 36,885 | $9.37M | 0.13% | +1,005+2.8% | Added |
| Grassi Investment Management | 36,746 | $9.34M | 0.94% | +250+0.7% | Added |
| First National Trust Co | 36,615 | $9.30M | 0.49% | −6,529−15.1% | Reduced |
| Regentatlantic Capital LLC | 36,605 | $9.30M | 0.26% | +639+1.8% | Added |
| Federation des caisses Desjardins du Quebec | 36,518 | $9.28M | 0.09% | +9,391+34.6% | Added |
| Novare Capital Management LLC | 36,498 | $9.28M | 0.94% | +689+1.9% | Added |
| Motco | 36,120 | $9.18M | 0.57% | −507−1.4% | Reduced |
| Highland Capital Management, LLC | 35,957 | $9.14M | 0.52% | +2,801+8.4% | Added |
| Private Capital Advisors, Inc. | 35,928 | $9.13M | 1.46% | +35,928 | New |
| Bank Hapoalim BM | 35,662 | $9.06M | 0.91% | −75−0.2% | Reduced |
| Andra AP-fonden | 35,598 | $9.05M | 0.18% | +5,400+17.9% | Added |
| Exchange Capital Management, Inc. | 35,466 | $9.01M | 1.64% | +520+1.5% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $8.89M | 2.58% | −15,000−30.0% | Reduced |
| Means Investment Co., Inc. | 34,826 | $8.85M | 1.58% | −208−0.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 37,161 | $8.84M | 1.20% | +2,581+7.5% | Added |
| Mizuho Markets Cayman LP | 34,779 | $8.84M | 0.90% | +25,545+276.6% | Added |
| Scholtz & Company, LLC | 34,733 | $8.83M | 2.85% | +197+0.6% | Added |
| Seven Post Investment Office LP | 34,629 | $8.80M | 2.38% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 34,494 | $8.77M | 0.23% | −31,733−47.9% | Reduced |
| Trust Co of Vermont | 34,489 | $8.77M | 0.55% | +528+1.6% | Added |
| Orion Portfolio Solutions, LLC | 34,469 | $8.76M | 0.29% | +2,918+9.2% | Added |
| Karp Capital Management Corp | 34,394 | $8.74M | 1.10% | +4,357+14.5% | Added |