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 |
|---|---|---|---|---|---|
| Ibex Investors LLC | 18,300 | $4.65M | 2.50% | +5,100+38.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,257 | $4.64M | 0.21% | +18,257 | New |
| Game Creek Capital, LP | 18,200 | $4.63M | 2.32% | −1,875−9.3% | Reduced |
| Pallas Capital Advisors LLC | 20,814 | $4.55M | 0.55% | +195+0.9% | Added |
| Hohimer Wealth Management, LLC | 17,906 | $4.55M | 0.96% | −1,064−5.6% | Reduced |
| General American Investors Co Inc | 17,829 | $4.53M | 0.36% | −15,000−45.7% | Reduced |
| Argent Trust Co | 17,745 | $4.51M | 0.26% | +98+0.6% | Added |
| NEXT Financial Group, Inc | 17,694 | $4.50M | 0.30% | +1,095+6.6% | Added |
| Blueshift Asset Management, LLC | 17,634 | $4.48M | 0.39% | +15,724+823.2% | Added |
| Mirador Capital Partners LP | 17,627 | $4.48M | 0.94% | −3,410−16.2% | Reduced |
| Spinnaker Trust | 17,540 | $4.46M | 0.29% | −1,585−8.3% | Reduced |
| Bouvel Investment Partners, LLC | 17,385 | $4.42M | 2.48% | +33+0.2% | Added |
| Integrated Wealth Concepts LLC | 17,345 | $4.41M | 0.13% | +271+1.6% | Added |
| Tamar Securities, LLC | 17,336 | $4.41M | 1.30% | +17,336 | New |
| Cordatus Wealth Management LLC | 17,254 | $4.38M | 1.28% | +2,465+16.7% | Added |
| First Interstate Bank | 17,239 | $4.38M | 0.43% | +133+0.8% | Added |
| Veritable, L.P. | 17,156 | $4.36M | 0.06% | +130+0.8% | Added |
| Surience Private Wealth LLC | 17,155 | $4.36M | 3.55% | +17,155 | New |
| Cohen Lawrence B | 17,111 | $4.35M | 1.70% | −1,137−6.2% | Reduced |
| Mathes Company, Inc. | 17,079 | $4.34M | 1.49% | +750+4.6% | Added |
| Beese Fulmer Investment Management, Inc. | 17,044 | $4.33M | 0.45% | +2,051+13.7% | Added |
| Hoylecohen, LLC | 17,011 | $4.32M | 0.36% | +1,479+9.5% | Added |
| ETF Managers Group, LLC | 16,906 | $4.32M | 0.09% | +13,835+450.5% | Added |
| Cohen Capital Management, Inc. | 16,956 | $4.31M | 0.71% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,943 | $4.31M | 0.33% | +1,143+7.2% | Added |
| Great Valley Advisor Group, Inc. | 16,835 | $4.30M | 0.27% | +321+1.9% | Added |
| Trust Co of Toledo NA | 16,850 | $4.28M | 0.64% | −18−0.1% | Reduced |
| Fundamentun, LLC | 16,782 | $4.26M | 0.67% | +702+4.4% | Added |
| Mitchell Capital Management Co | 16,745 | $4.25M | 0.86% | −238−1.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 16,737 | $4.25M | 0.79% | −570−3.3% | Reduced |
| Itau Unibanco Holding S.A. | 16,624 | $4.25M | 0.14% | +1,276+8.3% | Added |
| Pegasus Asset Management, Inc. | 16,695 | $4.24M | 1.74% | +143+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,652 | $4.23M | 0.26% | +1,354+8.9% | Added |
| Cabot Wealth Management Inc | 16,621 | $4.22M | 0.54% | +295+1.8% | Added |
| Mark Stevens | 16,567 | $4.21M | 0.44% | −2,792−14.4% | Reduced |
| Sumitomo Life Insurance Co | 16,533 | $4.20M | 0.10% | −506−3.0% | Reduced |
| Dillon & Associates Inc | 16,480 | $4.19M | 0.73% | +225+1.4% | Added |
| Bogart Wealth, LLC | 16,452 | $4.18M | 0.38% | +2,850+21.0% | Added |
| Birch Hill Investment Advisors LLC | 16,432 | $4.18M | 0.21% | +380+2.4% | Added |
| Morgan Jess S & Co Inc | 16,336 | $4.15M | 2.55% | +206+1.3% | Added |
| Linscomb & Williams, Inc. | 16,234 | $4.13M | 0.20% | +682+4.4% | Added |
| Essex Investment Management Co LLC | 16,139 | $4.10M | 0.47% | +3,830+31.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.07M | 1.04% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 15,978 | $4.06M | 3.25% | −3,051−16.0% | Reduced |
| Evergreen Capital Management LLC | 15,953 | $4.05M | 0.16% | −2,446−13.3% | Reduced |
| BFSG, LLC | 15,940 | $4.05M | 0.56% | +465+3.0% | Added |
| Capital Analysts, LLC | 15,915 | $4.04M | 0.25% | +1,706+12.0% | Added |
| Lake Street Financial LLC | 15,758 | $4.00M | 0.71% | +1,697+12.1% | Added |
| High Note Wealth, LLC | 15,673 | $3.98M | 1.34% | +1,645+11.7% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.97M | 0.18% | 00.0% | Unchanged |
| IBM Retirement Fund | 15,569 | $3.96M | 0.49% | −10,754−40.9% | Reduced |
| Gemmer Asset Management LLC | 15,555 | $3.95M | 0.47% | −90−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,508 | $3.94M | 0.25% | +658+4.4% | Added |
| WD Rutherford LLC | 15,469 | $3.93M | 1.99% | −355−2.2% | Reduced |
| Winch Advisory Services, LLC | 15,447 | $3.93M | 1.30% | −10−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 15,339 | $3.90M | 0.82% | +735+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 15,305 | $3.89M | 0.07% | −268−1.7% | Reduced |
| Beech Hill Advisors, Inc. | 15,295 | $3.89M | 1.48% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 15,200 | $3.86M | 0.53% | +141+0.9% | Added |
| SeaCrest Wealth Management, LLC | 15,148 | $3.85M | 0.42% | +190+1.3% | Added |
| Dana Investment Advisors, Inc. | 15,121 | $3.84M | 0.17% | +4,311+39.9% | Added |
| Mirova | 15,114 | $3.84M | 0.46% | +709+4.9% | Added |
| J.W. Cole Advisors, Inc. | 15,084 | $3.83M | 0.25% | −394−2.5% | Reduced |
| Pinnacle Associates Ltd | 14,993 | $3.81M | 0.07% | +1,378+10.1% | Added |
| Abeille Asset Management SA | 14,955 | $3.80M | 0.88% | +14,955 | New |
| CWA Asset Management Group, LLC | 14,936 | $3.80M | 0.28% | +986+7.1% | Added |
| NBT Bank N A | 14,883 | $3.78M | 0.49% | −185−1.2% | Reduced |
| Ingalls & Snyder LLC | 14,827 | $3.77M | 0.17% | +958+6.9% | Added |
| Pendal Group Limited | 14,793 | $3.76M | 0.03% | −1,935−11.6% | Reduced |
| First Hawaiian Bank | 14,778 | $3.75M | 0.11% | −426−2.8% | Reduced |
| Roberts Wealth Advisors, LLC | 14,670 | $3.75M | 1.35% | +1,367+10.3% | Added |
| B. Riley Wealth Management, Inc. | 14,724 | $3.74M | 0.26% | +2,231+17.9% | Added |
| Vident Investment Advisory, LLC | 14,724 | $3.74M | 0.10% | +78+0.5% | Added |
| CAPROCK Group, Inc. | 14,714 | $3.74M | 0.31% | +82+0.6% | Added |
| Alps Advisors Inc | 14,712 | $3.74M | 0.04% | +225+1.6% | Added |
| Sender Co & Partners, Inc. | 14,659 | $3.73M | 2.38% | +14,659 | New |
| Callahan Advisors, LLC | 14,654 | $3.72M | 0.42% | +1,203+8.9% | Added |
| Snowden Capital Advisors LLC | 14,647 | $3.72M | 0.19% | −6,116−29.5% | Reduced |
| Elk River Wealth Management, LLC | 14,629 | $3.72M | 0.84% | +99+0.7% | Added |
| Zions Bancorporation, N.A. | 14,612 | $3.71M | 0.33% | +1,551+11.9% | Added |
| IFP Advisors, Inc | 14,474 | $3.71M | 0.07% | +5,429+60.0% | Added |
| Lincoln National Corp | 14,517 | $3.69M | 0.07% | +1,878+14.9% | Added |
| Azzad Asset Management Inc | 14,481 | $3.68M | 0.49% | −159−1.1% | Reduced |
| Bank of Hawaii | 14,431 | $3.67M | 0.19% | +1,310+10.0% | Added |
| We Are One Seven, LLC | 14,407 | $3.66M | 0.38% | +1,059+7.9% | Added |
| Arlington Financial Advisors, LLC | 14,369 | $3.65M | 1.24% | −44−0.3% | Reduced |
| Veriti Management LLC | 14,358 | $3.65M | 0.47% | +435+3.1% | Added |
| Jackson Square Capital, LLC | 14,345 | $3.65M | 1.05% | −7,017−32.8% | Reduced |
| Clarius Group, LLC | 14,314 | $3.64M | 0.29% | +388+2.8% | Added |
| Meridian Wealth Management, LLC | 14,316 | $3.64M | 0.39% | +2,401+20.2% | Added |
| Monetary Management Group Inc | 14,292 | $3.63M | 0.90% | −3,210−18.3% | Reduced |
| Minot Wealth Management LLC | 14,287 | $3.63M | 0.70% | +72+0.5% | Added |
| Telemus Capital, LLC | 14,265 | $3.63M | 0.29% | +121+0.9% | Added |
| Citizens Business Bank | 14,261 | $3.62M | 0.44% | −187−1.3% | Reduced |
| Park Avenue Securities LLC | 14,213 | $3.61M | 0.06% | +1,149+8.8% | Added |
| Enterprise Bank & Trust Co | 14,200 | $3.61M | 1.26% | +59+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,146 | $3.59M | 0.30% | +626+4.6% | Added |
| Walleye Capital LLC | 14,130 | $3.59M | 0.12% | −4,432−23.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,134 | $3.59M | 0.23% | −3,780−21.1% | Reduced |
| Westwood Holdings Group Inc. | 14,118 | $3.59M | 0.03% | +5,371+61.4% | Added |