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 |
|---|---|---|---|---|---|
| Dash Acquisitions Inc. | 34,294 | $8.71M | 3.78% | +7,433+27.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 34,252 | $8.70M | 0.41% | +22,084+181.5% | Added |
| Cubist Systematic Strategies, LLC | 34,212 | $8.69M | 0.08% | +12,245+55.7% | Added |
| Permanens Capital L.P. | 34,076 | $8.66M | 1.36% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 33,986 | $8.64M | 1.35% | +1,192+3.6% | Added |
| Raymond James Trust N.A. | 33,980 | $8.63M | 0.26% | +1,141+3.5% | Added |
| Boston Common Asset Management, LLC | 33,728 | $8.57M | 0.35% | −670−1.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 33,690 | $8.56M | 0.40% | −1,870−5.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,563 | $8.53M | 0.31% | −17,038−33.7% | Reduced |
| Castleview Partners, LLC | 2,166,204 | $8.52M | 0.07% | +2,166,204 | New |
| Private Asset Management Inc | 33,469 | $8.51M | 1.04% | +3,879+13.1% | Added |
| National Asset Management, Inc. | 33,437 | $8.50M | 0.24% | +3,523+11.8% | Added |
| Fiduciary Group LLC | 33,263 | $8.45M | 0.94% | +1,876+6.0% | Added |
| Hancock Whitney Corp | 33,249 | $8.45M | 0.27% | −29,499−47.0% | Reduced |
| Gotham Asset Management, LLC | 33,236 | $8.45M | 0.27% | +18,524+125.9% | Added |
| Avantax Advisory Services, Inc. | 32,936 | $8.37M | 0.13% | +1,541+4.9% | Added |
| Fiduciary Trust Co | 32,857 | $8.35M | 0.14% | +1,008+3.2% | Added |
| Cutler Group LP | 32,812 | $8.34M | 0.57% | +21,618+193.1% | Added |
| Melqart Asset Management (UK) Ltd | 32,700 | $8.31M | 0.47% | −154,904−82.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 32,677 | $8.30M | 0.80% | +31,099+1,970.8% | Added |
| Carroll Investors, Inc | 32,946 | $8.30M | 4.71% | +32,946 | New |
| Cypress Capital Group | 32,554 | $8.27M | 1.04% | −232−0.7% | Reduced |
| Capital Fund Management S.A. | 32,434 | $8.24M | 0.21% | +32,434 | New |
| Harbor Investment Advisory, LLC | 32,382 | $8.23M | 1.04% | +60+0.2% | Added |
| Alerus Financial NA | 32,370 | $8.23M | 0.67% | +868+2.8% | Added |
| Cambridge Financial Group, Inc. | 32,364 | $8.22M | 3.23% | +480+1.5% | Added |
| St Germain D J Co Inc | 32,318 | $8.21M | 0.45% | +926+2.9% | Added |
| Stratos Wealth Partners, LTD. | 32,149 | $8.17M | 0.18% | +833+2.7% | Added |
| Alpha Cubed Investments, LLC | 32,098 | $8.16M | 0.53% | −7,515−19.0% | Reduced |
| Toroso Investments, LLC | 31,917 | $8.11M | 0.25% | +4,035+14.5% | Added |
| Kestra Private Wealth Services, LLC | 31,913 | $8.11M | 0.39% | −318−1.0% | Reduced |
| Captrust Financial Advisors | 31,836 | $8.09M | 0.06% | +4,658+17.1% | Added |
| Baker Tilly Wealth Management, LLC | 31,821 | $8.09M | 0.87% | +2,715+9.3% | Added |
| Ethic Inc. | 31,464 | $8.00M | 0.62% | +4,337+16.0% | Added |
| Goodman Advisory Group, LLC | 31,412 | $7.98M | 2.69% | +31,412 | New |
| Whittier Trust Co of Nevada Inc | 31,320 | $7.96M | 0.29% | +877+2.9% | Added |
| AlphaCrest Capital Management LLC | 31,127 | $7.91M | 0.29% | +26,827+623.9% | Added |
| Sepio Capital, LP | 31,103 | $7.90M | 0.59% | −667−2.1% | Reduced |
| Hickory Lane Capital Management LP | 31,000 | $7.88M | 5.27% | +500+1.6% | Added |
| Codex Capital, L.L.C. | 31,000 | $7.87M | 4.10% | −1,650−5.1% | Reduced |
| Harbor Capital Advisors, Inc. | 30,866 | $7.84M | 2.86% | +30,866 | New |
| Paloma Partners Management Co | 30,413 | $7.73M | 0.25% | +30,413 | New |
| De Burlo Group Inc | 30,357 | $7.71M | 1.12% | −500−1.6% | Reduced |
| Wolf Group Capital Advisors | 30,300 | $7.70M | 1.26% | +20,382+205.5% | Added |
| Cozad Asset Management Inc | 30,160 | $7.67M | 1.09% | −1,405−4.5% | Reduced |
| Oak Harvest Investment Services | 29,976 | $7.62M | 1.89% | +416+1.4% | Added |
| Webster Bank, N. A. | 29,923 | $7.61M | 0.79% | −870−2.8% | Reduced |
| IndexIQ Advisors LLC | 29,664 | $7.54M | 0.25% | +37+0.1% | Added |
| Selective Wealth Management, Inc. | 29,666 | $7.54M | 3.08% | +2,014+7.3% | Added |
| DuPont Capital Management Corp | 29,625 | $7.53M | 0.27% | −9,686−24.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 29,187 | $7.42M | 0.31% | +8,710+42.5% | Added |
| Community Trust & Investment Co | 29,072 | $7.39M | 0.57% | +29,072 | New |
| Jupiter Asset Management Ltd | 28,848 | $7.36M | 0.08% | +28,848 | New |
| Eisler Capital (UK) Ltd. | 28,830 | $7.33M | 0.97% | +19,660+214.4% | Added |
| Wellington Shields Capital Management, LLC | 28,817 | $7.32M | 0.94% | +1,023+3.7% | Added |
| FWL Investment Management, LLC | 28,783 | $7.32M | 4.47% | +1,026+3.7% | Added |
| Pathstone Family Office, LLC | 28,752 | $7.31M | 0.18% | +4,810+20.1% | Added |
| D.A. Davidson & Co. | 28,677 | $7.29M | 0.08% | +5,463+23.5% | Added |
| Dowling & Yahnke LLC | 28,587 | $7.26M | 0.35% | −184−0.6% | Reduced |
| Prentiss Smith & Co Inc | 28,454 | $7.23M | 3.41% | −269−0.9% | Reduced |
| Transform Wealth, LLC | 28,434 | $7.23M | 0.75% | +140.0% | Added |
| GWM Advisors LLC | 28,390 | $7.21M | 0.11% | +8,975+46.2% | Added |
| Cohen Klingenstein LLC | 28,300 | $7.19M | 0.28% | −8,059−22.2% | Reduced |
| JustInvest LLC | 28,116 | $7.14M | 0.42% | +8,399+42.6% | Added |
| Everence Capital Management Inc | 28,037 | $7.13M | 0.53% | +790+2.9% | Added |
| Flputnam Investment Management Co | 27,922 | $7.10M | 0.22% | +395+1.4% | Added |
| Nixon Peabody Trust Co | 27,837 | $7.07M | 2.14% | −677−2.4% | Reduced |
| Tsai Capital Corp | 27,824 | $7.07M | 4.91% | +11,950+75.3% | Added |
| Strategic Advisors LLC | 27,798 | $7.06M | 1.00% | +5,689+25.7% | Added |
| Jag Capital Management, LLC | 27,783 | $7.06M | 0.54% | +2,780+11.1% | Added |
| Vestcor Inc | 27,602 | $7.01M | 0.25% | −2,236−7.5% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $7.01M | 1.11% | 00.0% | Unchanged |
| SP Asset Management | 30,063 | $6.98M | 0.70% | +1,567+5.5% | Added |
| Summit Trail Advisors, LLC | 27,395 | $6.96M | 0.45% | −863−3.1% | Reduced |
| Prudential PLC | 27,249 | $6.92M | 0.09% | +8,939+48.8% | Added |
| Annex Advisory Services, LLC | 27,126 | $6.89M | 0.47% | +3,911+16.8% | Added |
| Northwest & Ethical Investments L.P. | 27,066 | $6.88M | 0.20% | +4,485+19.9% | Added |
| Corbenic Partners LLC | 26,872 | $6.83M | 1.33% | +7,102+35.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,586 | $6.76M | 0.63% | +1,555+6.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 26,586 | $6.76M | 1.66% | +13,434+102.1% | Added |
| Independent Financial Group, LLC | 26,498 | $6.73M | 0.56% | +826+3.2% | Added |
| Garde Capital, Inc. | 26,261 | $6.67M | 0.65% | +506+2.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,007 | $6.61M | 1.26% | −26,230−50.2% | Reduced |
| Massmutual Trust Co FSB | 25,907 | $6.58M | 0.24% | +6,153+31.1% | Added |
| Nelson Capital Management, LLC | 25,876 | $6.58M | 1.22% | −247−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 25,836 | $6.57M | 0.20% | +1,844+7.7% | Added |
| Corient Capital Partners, LLC | 25,741 | $6.54M | 0.43% | −925−3.5% | Reduced |
| Motley Fool Asset Management LLC | 25,396 | $6.45M | 0.41% | +2,246+9.7% | Added |
| GPS Wealth Strategies Group, LLC | 25,359 | $6.44M | 1.42% | +1,920+8.2% | Added |
| Aigen Investment Management, LP | 24,833 | $6.42M | 0.39% | +24,833 | New |
| Brighton Jones LLC | 25,163 | $6.39M | 0.30% | +25+0.1% | Added |
| Illinois Municipal Retirement Fund | 25,151 | $6.39M | 0.18% | +4,814+23.7% | Added |
| Sitrin Capital Management LLC | 25,108 | $6.38M | 3.00% | +97+0.4% | Added |
| WoodTrust Financial Corp | 25,082 | $6.37M | 1.32% | +1,104+4.6% | Added |
| Valeo Financial Advisors, LLC | 71,322 | $6.37M | 0.35% | −243−0.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.35M | 2.71% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 24,867 | $6.32M | 0.23% | −1,622−6.1% | Reduced |
| Fragasso Group Inc. | 24,862 | $6.32M | 0.75% | +773+3.2% | Added |
| RPG Investment Advisory, LLC | 24,801 | $6.30M | 0.98% | +662+2.7% | Added |
| BBR Partners, LLC | 24,728 | $6.28M | 0.74% | −24,810−50.1% | Reduced |