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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; 2,493 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.

Q1 2022 vs. Q4 2021

How the institutions holding Salesforce, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of CRM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2,356242,282−50
Shares772.8M611.1K771.7M−520.9K (−0.1%)
Value$195.5B$155.4M$163.0B−$32.4B (−16.6%)

24 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (164)

Institutions that held Salesforce, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 164 by value.

Institutions new to CRM in Q1 2022
InstitutionSharesValue% of portfolio
Independent Franchise Partners LLP1,806,056$383.5M3.03%
Select Equity Group, L.P.869,532$184.6M0.60%
Capital World Investors741,732$157.5M0.03%
Darlington Partners Capital Management, LP688,253$137.5M10.33%
Styrax Capital, LP324,286$68.9M11.94%
Novo Holdings A/S299,000$63.5M3.35%
Amalgamated Financial Corp.254,740$54.1M0.43%
Sachem Head Capital Management LP253,100$53.7M1.37%
Fernbridge Capital Management LP249,763$53.0M5.47%
Summit Partners Public Asset Management, LLC212,646$45.1M2.48%
Kettle Hill Capital Management, LLC151,806$32.2M6.29%
Bloom Tree Partners, LLC134,066$28.5M4.61%
Howard Capital Management Group, LLC111,567$23.7M2.15%
Long Path Partners Fund, LP108,173$23.0M13.38%
Skye Global Management LP106,000$22.5M0.37%
Cinctive Capital Management LP103,393$22.0M0.99%
Quadrature Capital Ltd92,287$19.6M0.79%
Governors Lane LP74,600$15.8M1.23%
Achmea Investment Management B.V.50,842$10.8M0.28%
HRT Financial LP48,095$10.2M0.07%
Channing Capital Management, LLC47,230$10.0M0.30%
SPX Equities Gestao de Recursos Ltda46,600$9.89M0.64%
McRae Capital Management Inc45,655$9.69M2.19%
Atria Wealth Solutions, Inc.39,099$8.30M0.14%
Weiss Multi-Strategy Advisers LLC38,377$8.15M0.19%
Marlowe Partners LP35,618$7.56M5.64%
Bridger Management, LLC33,500$7.11M1.17%
Amica Mutual Insurance Co31,883$6.77M0.79%
Financial Partners Capital Management LLC21,161$4.49M0.83%
Lavaca Capital LLC19,824$4.21M1.80%
Caption Management, LLC18,000$3.82M0.25%
Interval Partners, LP16,500$3.50M0.26%
Liberty Mutual Group Asset Management Inc.13,825$2.94M0.10%
Mirabella Financial Services LLP13,670$2.90M0.33%
Tudor Investment Corp Et Al13,423$2.85M0.07%
Dock Street Asset Management Inc13,339$2.83M0.51%
Power Corp of Canada12,943$2.75M0.23%
Element Capital Management LLC12,875$2.73M1.37%
Audent Global Asset Management, LLC12,040$2.56M1.41%
BTG Pactual Global Asset Management Ltd11,083$2.35M2.31%
Ramsay, Stattman, Vela & Price, Inc.10,025$2.13M0.42%
Zenyatta Capital Management LP10,000$2.12M1.08%
L.M. Kohn & Company9,899$2.10M0.81%
Financial Engines Advisors L.L.C.8,547$1.81M0.00%
Fund Management at Engine No. 1 LLC8,339$1.77M0.44%
Graham Capital Wealth Management, LLC8,287$1.76M1.56%
Coastwise Capital Group, LLC8,279$1.76M2.18%
WSFS Capital Management, LLC8,048$1.71M0.48%
Stableford Capital II LLC8,489$1.70M0.72%
Orin Green Financial, LLC7,689$1.63M1.07%
Caz Investments LP7,600$1.61M2.53%
Country Club Bank6,843$1.47M0.13%
Parkside Investments, LLC6,373$1.35M0.26%
Keeler Thomas Management LLC6,058$1.29M0.62%
Capstone Triton Financial Group, LLC7,240$1.26M0.88%
Vickerman Investment Advisors, Inc.7,099$1.21M0.53%
World Equity Group, Inc.5,586$1.19M0.26%
Privium Fund Management (UK) Ltd5,458$1.17M0.78%
Alpha Paradigm Partners, LLC5,393$1.15M0.45%
SeaBridge Investment Advisors LLC5,338$1.13M0.34%
Ayrshire Capital Management LLC5,315$1.13M0.66%
Lumina Fund Management LLC5,100$1.08M0.44%
Ycg, LLC5,076$1.08M0.10%
M Holdings Securities, Inc.5,052$1.07M0.08%
Generali Investments Towarzystwo Funduszy Inwestycyjnych5,047$1.07M1.22%
TrimTabs Asset Management, LLC5,011$1.06M0.36%
Donoghue Forlines LLC5,011$1.06M0.23%
JTC Employer Solutions Trusteee Ltd4,665$1.05M0.12%
Royal Harbor Partners, LLC4,744$1.01M0.65%
Weiss Asset Management LP4,372$928.0K0.02%
Thrive Wealth Management, LLC4,369$928.0K0.27%
Caxton Associates LP4,358$925.0K0.09%
GoalVest Advisory LLC4,326$918.0K0.52%
RMR Wealth Builders4,113$873.0K0.19%
Stamos Capital Partners, L.P.4,010$851.0K0.28%
Hazlett, Burt & Watson, Inc.3,927$834.0K0.66%
Amica Retiree Medical Trust3,834$814.0K0.76%
Privium Fund Management B.V.3,809$809.0K0.18%
Cyrus J. Lawrence, LLC3,800$807.0K0.18%
Boulder Hill Capital Management LP3,500$743.0K0.40%
BFT Financial Group, LLC3,341$710.0K0.11%
Charles Carroll Financial Partners, LLC3,225$685.0K0.71%
Balyasny Asset Management LLC3,200$679.0K0.00%
Monetta Financial Services Inc3,000$637.0K0.53%
Cumberland Partners Ltd2,850$605.0K0.05%
Pinnacle Wealth Management Advisory Group, LLC2,829$601.0K0.09%
Capital Impact Advisors, LLC2,763$587.0K0.43%
Resurgent Financial Advisors LLC2,639$560.0K0.36%
Hussman Strategic Advisors, Inc.2,600$552.0K0.11%
Keystone Financial Group2,568$545.0K0.09%
IvyRock Asset Management (HK) Ltd2,500$531.0K0.38%
Jeneq Management, LP2,400$510.0K0.13%
Eudaimonia Partners, LLC2,368$503.0K0.09%
Kingsbury Capital Investment Advisors LLC2,319$492.0K0.54%
CenterBook Partners LP2,302$489.0K0.17%
Two Sigma Advisers, LP2,200$467.0K0.00%
Redwood Financial Network Corp2,180$463.0K0.43%
Ergoteles LLC2,144$455.0K0.02%
Angeles Wealth Management, LLC2,027$430.0K0.08%
Alley Investment Management Company, LLC2,000$425.0K0.07%

Sold out (214)

Institutions that held Salesforce, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Showing the largest 100 of 214 by value.

Institutions that sold out of CRM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Gladstone Capital Management LLP795,612$202.2M
Egerton Capital (UK) LLP595,319$151.3M
Maplelane Capital, LLC548,000$139.3M
Bain Capital Public Equity Management II, LLC404,870$102.9M
MUFG Securities EMEA plc398,875$101.4M
Samlyn Capital, LLC281,055$71.4M
Corvex Management LP262,772$66.8M
Newbrook Capital Advisors LP225,710$57.4M
Clear Street LLC200,000$50.8M
Oribel Capital Management, LP187,200$47.6M
Fullerton Fund Management Co Ltd.164,826$41.9M
Murchinson Ltd.150,000$38.1M
AO Asset Management, LP102,600$26.1M
Armistice Capital, LLC85,000$21.6M
South Street Advisors LLC73,637$18.7M
Roosevelt Investment Group LLC63,145$16.0M
Polar Asset Management Partners Inc.51,098$13.0M
Oxbow Advisors, LLC50,344$12.8M
Islet Management, LP50,000$12.7M
Thames Capital Management LLC46,365$11.8M
Melqart Asset Management (UK) Ltd32,700$8.31M
Capital Fund Management S.A.32,434$8.24M
Aigen Investment Management, LP24,833$6.42M
BBR Partners, LLC24,728$6.28M
McBroom & Associates, LLC20,454$5.20M
ExodusPoint Capital Management, LP20,053$5.10M
Advisors Asset Management, Inc.19,748$5.02M
SG3 Management, LLC19,000$4.83M
Ibex Investors LLC18,300$4.65M
General American Investors Co Inc17,829$4.53M
Tamar Securities, LLC17,336$4.41M
Cordatus Wealth Management LLC17,254$4.38M
Surience Private Wealth LLC17,155$4.36M
Mitchell Capital Management Co16,745$4.25M
BFSG, LLC15,940$4.05M
Walleye Capital LLC14,130$3.59M
Magnetar Financial LLC13,863$3.52M
Sowell Financial Services LLC13,710$3.48M
Pensionfund DSM Netherlands13,600$3.46M
Platte River Wealth Advisors, LLC14,525$3.41M
Swarthmore Group Inc12,326$3.13M
Westpark Management, LLC12,000$3.05M
Cowen and Company, LLC11,424$2.90M
Bluefin Capital Management, LLC10,446$2.65M
Precept Management LLC10,000$2.54M
Moore Capital Management, LP10,000$2.54M
AMS Capital Ltda10,000$2.54M
Clear Street Markets LLC9,910$2.52M
Investors Financial Group, LLC8,275$2.10M
Northeast Financial Group, Inc.8,193$2.08M
Hiddenite Capital Partners LP8,150$2.07M
Ascent Wealth Partners, LLC7,836$1.99M
MBB Public Markets I LLC7,373$1.87M
Emerson Point Capital LP7,127$1.81M
Alpine Global Management, LLC6,772$1.72M
Engine No. 1 LLC6,711$1.71M
Silicon Valley Community Foundation6,604$1.68M
Helios Capital Management Pte. Ltd5,950$1.51M
Wakefield Asset Management LLLP5,855$1.49M
DCM Advisors, LLC5,514$1.40M
Lee Capital Holdings LLC5,055$1.28M
Gladius Capital Management LP4,920$1.25M
Tru Independence Asset Management 2, LLC4,695$1.19M
Accretive Wealth Partners, LLC4,674$1.19M
Oak Ridge Investments LLC4,252$1.08M
Concorde Asset Management, LLC3,764$957.0K
Campbell & CO Investment Adviser LLC3,650$928.0K
Agf Investments Inc.3,587$912.0K
Ridgecrest Wealth Partners, LLC3,549$902.0K
Redwood Investment Management, LLC3,368$856.0K
Woodard & Co Asset Management Group Inc3,167$805.0K
Kercheville Advisors, LLC3,020$767.0K
Capula Management Ltd2,630$668.0K
Blueprint Investment Partners LLC2,513$638.6K
Bridgefront Capital, LLC2,395$609.0K
Sequent Asset Management, LLC2,317$589.0K
Americana Partners, LLC2,288$581.0K
Corundum Group, Inc.2,281$580.0K
Vista Finance, LLC2,181$554.0K
Shay Capital LLC2,109$536.0K
Redhawk Wealth Advisors, Inc.2,073$527.0K
Simplify Asset Management Inc.2,069$526.0K
Merlin Capital LLC2,010$511.0K
Hoey Investments, Inc1,983$504.0K
Oxinas Partners Wealth Management LLC1,941$493.0K
Empirical Asset Management, LLC1,839$467.0K
Crestone Asset Management LLC1,820$463.0K
Wick Capital Partners, LLC1,743$443.0K
AGF Investments LLC1,468$373.0K
Central Asset Investments & Management Holdings (HK) Ltd1,440$365.0K
Principal Street Partners, LLC1,434$364.0K
Hancock Whitney Investment Services Inc.1,306$336.0K
Joel Isaacson & Co., LLC1,323$336.0K
Duality Advisers, LP1,309$333.0K
Fiduciary Planning LLC1,284$326.0K
Griffin Asset Management, Inc.1,244$316.0K
Capital Advisors Wealth Management, LLC1,235$314.0K
Professional Financial Advisors, LLC1,197$304.0K
Shelton Wealth Management, LLC1,181$300.0K
WMG Financial Advisors, LLC1,169$297.0K

Not filed for Q1 2022 yet (24)

Institutions that held Salesforce, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
EMS Capital LP485,800$123.5M
Andra AP-fonden35,598$9.05M
NEXT Financial Group, Inc17,694$4.50M
Boardman Bay Capital Management LLC14,000$3.56M
Alterity Financial Group, LLC12,630$3.21M
Carroll Financial Associates, Inc.6,796$1.75M
Country Club Trust Company, n.a.5,426$1.39M
Harbour Investments, Inc.4,787$1.22M
Quest Capital Management Inc4,486$1.14M
Finivi Inc.4,383$1.11M
Paradigm Financial Advisors, LLC2,926$744.0K
Ascension Asset Management LLC2,670$679.0K
Clear Perspective Advisors, LLC2,439$620.0K
Alley Co LLC2,000$508.0K
Hayden Royal, LLC1,710$435.0K
Weybosset Research & Management LLC1,675$426.0K
Reilly Financial Advisors, LLC1,228$312.0K
Resource Management, LLC1,112$283.0K
Grace Capital1,085$276.0K
Evernest Financial Advisors, LLC924$269.2K
Vivid Financial Management, Inc.906$230.0K
Bell Investment Advisors, Inc423$107.0K
Truehand, Inc268$68.0K
Crescent Capital Consulting, LLC92$24.0K