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
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 24,701 | $6.28M | 0.12% | +390+1.6% | Added |
| Siemens Fonds Invest GmbH | 24,461 | $6.25M | 0.41% | +1,503+6.5% | Added |
| Arrow Financial Corp | 24,551 | $6.24M | 0.74% | −1,982−7.5% | Reduced |
| Executive Wealth Management, LLC | 24,479 | $6.22M | 0.62% | +765+3.2% | Added |
| RNC Capital Management LLC | 24,242 | $6.16M | 0.31% | +761+3.2% | Added |
| Harbour Capital Advisors, LLC | 24,206 | $6.15M | 1.51% | +73+0.3% | Added |
| Peloton Wealth Strategists | 24,175 | $6.14M | 2.46% | −1,605−6.2% | Reduced |
| ACG Wealth | 24,112 | $6.13M | 0.87% | −8,516−26.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 24,081 | $6.12M | 2.02% | +198+0.8% | Added |
| Surevest, LLC | 23,970 | $6.09M | 1.44% | −1,267−5.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 23,803 | $6.05M | 1.36% | +1,081+4.8% | Added |
| Redpoint Investment Management Pty Ltd | 23,769 | $6.04M | 0.48% | +456+2.0% | Added |
| Shikiar Asset Management Inc | 23,745 | $6.03M | 1.54% | +15+0.1% | Added |
| Elite Wealth Management, Inc. | 23,739 | $6.03M | 2.34% | −2,990−11.2% | Reduced |
| GAM Holding AG | 23,668 | $6.01M | 0.27% | −101−0.4% | Reduced |
| Virtu Financial LLC | 23,664 | $6.01M | 0.62% | +21,558+1,023.6% | Added |
| Moody Lynn & Lieberson, LLC | 23,661 | $6.01M | 0.40% | −2,775−10.5% | Reduced |
| Wetherby Asset Management Inc | 23,652 | $6.01M | 0.34% | +1,128+5.0% | Added |
| Trust Co of Kansas | 23,547 | $5.98M | 3.17% | +1,162+5.2% | Added |
| Twin Capital Management Inc | 23,402 | $5.95M | 0.60% | −6,980−23.0% | Reduced |
| FRG Family Wealth Advisors LLC | 23,384 | $5.94M | 1.11% | −2,230−8.7% | Reduced |
| Caldwell Trust Co | 23,325 | $5.93M | 0.68% | +574+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,077 | $5.87M | 0.26% | −134−0.6% | Reduced |
| Van Strum & Towne Inc. | 23,059 | $5.86M | 2.12% | +175+0.8% | Added |
| Advisor Partners LLC | 22,993 | $5.84M | 0.35% | −2,237−8.9% | Reduced |
| Salem Investment Counselors Inc | 22,989 | $5.84M | 0.20% | +434+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 22,974 | $5.84M | 0.33% | +1,741+8.2% | Added |
| SeaTown Holdings Pte. Ltd. | 22,950 | $5.83M | 0.32% | +2,950+14.8% | Added |
| Axxcess Wealth Management, LLC | 22,794 | $5.79M | 0.44% | +22,794 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,763 | $5.79M | 0.85% | +479+2.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 22,743 | $5.78M | 2.52% | +8,305+57.5% | Added |
| Belpointe Asset Management LLC | 22,702 | $5.77M | 0.36% | −1,979−8.0% | Reduced |
| Aj Wealth Strategies, LLC | 22,678 | $5.76M | 0.27% | −379−1.6% | Reduced |
| Gardner Lewis Asset Management L P | 22,622 | $5.75M | 1.11% | −16,201−41.7% | Reduced |
| Echo Street Capital Management LLC | 22,352 | $5.68M | 0.04% | +20,510+1,113.5% | Added |
| Icon Wealth Partners, LLC | 22,265 | $5.66M | 0.57% | +1,114+5.3% | Added |
| Meridian Management Co | 22,138 | $5.63M | 1.63% | +17+0.1% | Added |
| RB Capital Management, LLC | 22,083 | $5.61M | 1.75% | +113+0.5% | Added |
| O'Shares Investment Advisers, LLC | 22,030 | $5.60M | 0.40% | −6,101−21.7% | Reduced |
| Atlantic Union Bankshares Corp | 22,021 | $5.60M | 0.47% | +2,815+14.7% | Added |
| Meyer Handelman Co | 21,990 | $5.59M | 0.21% | −1,072−4.6% | Reduced |
| Cigna Investments Inc | 21,984 | $5.59M | 0.44% | −7,623−25.7% | Reduced |
| Marietta Wealth Management, LLC | 21,911 | $5.57M | 1.12% | +197+0.9% | Added |
| Venture Visionary Partners LLC | 21,791 | $5.54M | 0.36% | +439+2.1% | Added |
| Chapman Investment Management, LLC | 21,609 | $5.49M | 2.51% | +786+3.8% | Added |
| Colony Group LLC | 21,575 | $5.48M | 0.10% | +963+4.7% | Added |
| Wolverine Asset Management LLC | 21,559 | $5.48M | 0.06% | −5,404−20.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 21,369 | $5.43M | 0.15% | +763+3.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,687 | $5.42M | 0.87% | +447+1.9% | Added |
| Strategic Wealth Designers | 21,253 | $5.40M | 1.40% | +1,945+10.1% | Added |
| Marks Group Wealth Management, Inc | 21,178 | $5.40M | 0.66% | +345+1.7% | Added |
| Murphy Capital Management Inc | 21,202 | $5.39M | 0.58% | −462−2.1% | Reduced |
| KMG Fiduciary Partners, LLC | 21,193 | $5.39M | 0.83% | +70.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 21,162 | $5.38M | 1.66% | −8,966−29.8% | Reduced |
| Girard Partners Ltd. | 21,160 | $5.38M | 0.58% | +306+1.5% | Added |
| Meeder Asset Management Inc | 20,975 | $5.33M | 0.54% | −7,939−27.5% | Reduced |
| CMH Wealth Management LLC | 20,936 | $5.32M | 1.60% | +631+3.1% | Added |
| Iowa State Bank | 20,881 | $5.31M | 1.25% | +2,804+15.5% | Added |
| Once Capital Management, LLC | 20,800 | $5.29M | 4.95% | +20,800 | New |
| South State Corp. | 20,772 | $5.28M | 0.41% | −522−2.5% | Reduced |
| Avestar Capital, LLC | 20,730 | $5.27M | 0.96% | +590+2.9% | Added |
| Strategic Wealth Advisors Group, LLC | 20,604 | $5.26M | 0.25% | −1,991−8.8% | Reduced |
| Ocean Capital Management, LLC | 20,572 | $5.23M | 1.98% | +836+4.2% | Added |
| Martingale Asset Management L P | 20,546 | $5.22M | 0.07% | −2,724−11.7% | Reduced |
| Knuff & Co LLC | 20,504 | $5.21M | 1.62% | −76−0.4% | Reduced |
| Apollon Wealth Management, LLC | 20,459 | $5.20M | 0.42% | +9,824+92.4% | Added |
| McBroom & Associates, LLC | 20,454 | $5.20M | 3.91% | +20,454 | New |
| Bessemer Group Inc | 20,402 | $5.19M | 0.01% | +2,346+13.0% | Added |
| Private Wealth Partners, LLC | 20,403 | $5.18M | 0.44% | +1,862+10.0% | Added |
| Chartwell Investment Partners, LLC | 20,380 | $5.18M | 0.15% | +817+4.2% | Added |
| Bray Capital Advisors | 20,286 | $5.16M | 1.26% | +65+0.3% | Added |
| Whalerock Point Partners, LLC | 20,266 | $5.15M | 1.76% | +225+1.1% | Added |
| Roundview Capital LLC | 20,228 | $5.14M | 0.51% | +752+3.9% | Added |
| Steel Peak Wealth Management LLC | 20,151 | $5.12M | 0.31% | −2,025−9.1% | Reduced |
| ExodusPoint Capital Management, LP | 20,053 | $5.10M | 0.06% | −2,713−11.9% | Reduced |
| Horizon Investments, LLC | 20,010 | $5.08M | 0.15% | +1,590+8.6% | Added |
| Ally Financial Inc. | 20,000 | $5.08M | 0.47% | −16,000−44.4% | Reduced |
| Gladstone Institutional Advisory LLC | 19,985 | $5.08M | 0.39% | +1,628+8.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 19,830 | $5.04M | 0.36% | +19,830 | New |
| Advisors Asset Management, Inc. | 19,748 | $5.02M | 0.07% | −4,732−19.3% | Reduced |
| Kornitzer Capital Management Inc | 19,726 | $5.01M | 0.07% | −925−4.5% | Reduced |
| HBW Advisory Services LLC | 19,662 | $5.00M | 1.17% | +290+1.5% | Added |
| Moody National Bank Trust Division | 19,544 | $4.97M | 0.15% | −48,267−71.2% | Reduced |
| Frontier Wealth Management LLC | 19,449 | $4.94M | 0.33% | +437+2.3% | Added |
| Breakline Capital LLC | 19,411 | $4.93M | 6.65% | −7,157−26.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 19,392 | $4.93M | 1.09% | +6,236+47.4% | Added |
| Shelton Capital Management | 19,347 | $4.92M | 0.17% | +50+0.3% | Added |
| Kingsview Wealth Management, LLC | 19,330 | $4.91M | 0.21% | +996+5.4% | Added |
| Investment House LLC | 19,326 | $4.91M | 0.32% | +3,531+22.4% | Added |
| Plimoth Trust Co LLC | 19,074 | $4.85M | 1.23% | +2,576+15.6% | Added |
| SG3 Management, LLC | 19,000 | $4.83M | 0.49% | +19,000 | New |
| Security National Bank | 18,991 | $4.83M | 1.09% | +355+1.9% | Added |
| Brookstone Capital Management | 21,106 | $4.82M | 0.08% | +4,229+25.1% | Added |
| Simmons Bank | 18,904 | $4.80M | 0.34% | +573+3.1% | Added |
| Lord, Abbett & Co. LLC | 18,817 | $4.78M | 0.01% | −2,965−13.6% | Reduced |
| Stoneridge Investment Partners LLC | 18,776 | $4.77M | 2.20% | +8,025+74.6% | Added |
| BDO Wealth Advisors, LLC | 18,701 | $4.75M | 0.50% | +12,467+200.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,683 | $4.75M | 4.53% | +18,683 | New |
| Icapital Wealth LLC | 18,681 | $4.75M | 1.84% | +18,681 | New |
| King Wealth | 18,480 | $4.70M | 0.87% | −1,282−6.5% | Reduced |