Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Salesforce, Inc. as of Mar 31, 2022. 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: 2,282; −50 vs. Q4 2021
Shares held: 771.7M; −520.9K (−0.1%) vs. Q4 2021
Total value: $163.0B; −$32.4B (−16.6%) vs. Q4 2021
New holders: 164; 1,082 more added
Sold out: 214; 809 more reduced

24 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 2,282 institutions

Value heldQ1 2022: $163.0B

Institutions holding CRM and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2021.

Institutions holding CRM in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Insight Financial Services	3	$0	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	118	$0	0.00%	+118	New
Spartan Planning & Wealth Management	1	$0	0.00%	+1	New
CFS Investment Advisory Services, LLC	80,894	$0	0.00%	+80,894	New
Stephens Consulting, LLC	4	$849	0.00%	−47−92.2%	Reduced
USA Financial Portformulas Corp	5	$1.00K	0.00%	−3,845−99.9%	Reduced
Duncker Streett & Co Inc	5	$1.00K	0.00%	−158−96.9%	Reduced
Ulland Investment Advisors, LLC	6	$1.00K	0.00%	−44−88.0%	Reduced
Cranbrook Wealth Management, LLC	6	$1.00K	0.00%	−30−83.3%	Reduced
James Investment Research Inc	5	$1.00K	0.00%	−12−70.6%	Reduced
Annapolis Financial Services, LLC	7	$1.00K	0.00%	+2+40.0%	Added
Karlinski Andrew C	5	$1.00K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	4	$1.00K	0.00%	+4	New
Vectors Research Management, LLC	8	$2.00K	0.00%	−95−92.2%	Reduced
Steward Financial Group LLC	12	$2.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	15	$3.00K	0.00%	−33−68.8%	Reduced
Schubert & Co	16	$3.00K	0.00%	−6−27.3%	Reduced
Centerpoint Advisors, LLC	15	$3.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	12	$3.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	19	$4.00K	0.00%	−112−85.5%	Reduced
Johnson Midwest Financial, LLC	20	$4.00K	0.01%	−5−20.0%	Reduced
Sageworth Trust Co	20	$4.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$4.00K	0.00%	00.0%	Unchanged
Econ Financial Services Corp	21	$4.00K	0.00%	00.0%	Unchanged
Lake Point Wealth Management	20	$4.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	20	$4.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$4.00K	0.00%	+20	New
Global Financial Private Client, LLC	23	$4.88K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	21	$5.00K	0.00%	−10−32.3%	Reduced
Your Advocates Ltd., LLP	24	$5.00K	0.00%	00.0%	Unchanged
Lansing Street Advisors	24	$5.00K	0.00%	+24	New
Lee Financial Co	30	$6.00K	0.00%	−58−65.9%	Reduced
Morton Brown Family Wealth, LLC	30	$6.00K	0.00%	−50−62.5%	Reduced
Roble, Belko & Company, Inc	26	$6.00K	0.00%	−8−23.5%	Reduced
Bourgeon Capital Management LLC	30	$6.00K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	28	$6.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	28	$6.00K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$6.00K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	30	$6.00K	0.00%	+30	New
Moser Wealth Advisors, LLC	33	$7.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	35	$7.00K	0.00%	+3+9.4%	Added
Delos Wealth Advisors, LLC	39	$8.00K	0.01%	−247−86.4%	Reduced
HBC Financial Services, PLLC	50	$8.00K	0.01%	−65−56.5%	Reduced
Dark Forest Capital Management LP	42	$8.00K	0.00%	−59−58.4%	Reduced
American Research & Management Co.	40	$8.00K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	39	$8.00K	0.00%	+17+77.3%	Added
Disciplined Investments, LLC	38	$8.00K	0.00%	+28+280.0%	Added
Cordant, Inc.	38	$8.00K	0.00%	+38	New
Ellis Investment Partners, LLC	47	$9.00K	0.00%	−200−81.0%	Reduced
Macroview Investment Management LLC	42	$9.00K	0.01%	+25+147.1%	Added
Raleigh Capital Management Inc.	45	$10.0K	0.01%	−17−27.4%	Reduced
Park Circle Co	54	$11.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	50	$11.0K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	50	$11.0K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	60	$13.0K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	63	$13.0K	0.00%	+63	New
O'Dell Group, LLC	60	$13.0K	0.00%	+60	New
Joseph P. Lucia & Associates, LLC	61	$13.0K	0.01%	+61	New
AlphaMark Advisors, LLC	68	$14.0K	0.01%	00.0%	Unchanged
McCarthy Asset Management, Inc.	69	$15.0K	0.01%	−102−59.6%	Reduced
Blue Bell Private Wealth Management, LLC	73	$15.0K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	75	$15.9K	0.01%	+5+7.1%	Added
Old Second National Bank of Aurora	77	$16.0K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	79	$16.8K	0.01%	00.0%	Unchanged
Nauset Wealth Management. LLC	80	$17.0K	0.01%	+80	New
First National Bank of South Miami	86	$18.0K	0.01%	00.0%	Unchanged
Islay Capital Management, LLC	88	$19.0K	0.02%	−328−78.8%	Reduced
Stuart Chaussee & Associates, Inc.	91	$19.0K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	89	$19.0K	0.01%	00.0%	Unchanged
Dividend Assets Capital, LLC	100	$21.0K	0.00%	00.0%	Unchanged
Private Ocean, LLC	97	$21.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	100	$21.0K	0.03%	+40+66.7%	Added
Resolute Partners Group	103	$22.0K	0.00%	00.0%	Unchanged
Worth Asset Management, LLC	136	$22.0K	0.01%	+136	New
Lenox Wealth Advisors, LLC	119	$23.0K	0.00%	−236−66.5%	Reduced
Carmichael Hill & Associates, Inc.	110	$23.0K	0.01%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	108	$23.0K	0.01%	00.0%	Unchanged
Rational Advisors LLC	108	$23.0K	0.00%	+108	New
Tucker Asset Management LLC	109	$23.1K	0.01%	+61+127.1%	Added
BIT Capital GmbH	111	$23.6K	0.00%	−4,025−97.3%	Reduced
Cedar Mountain Advisors, LLC	111	$24.0K	0.01%	00.0%	Unchanged
Disciplina Capital Management LLC	123	$26.1K	0.01%	+9+7.9%	Added
Financial Management Professionals, Inc.	125	$27.0K	0.01%	+22+21.4%	Added
First PREMIER Bank	130	$28.0K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	135	$29.0K	0.02%	+25+22.7%	Added
First Bank & Trust	141	$30.0K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	143	$30.0K	0.02%	00.0%	Unchanged
MCF Advisors LLC	139	$30.0K	0.00%	+139	New
FSC Wealth Advisors, LLC	145	$31.0K	0.03%	+135+1,350.0%	Added
Raffa Wealth Management, LLC	159	$33.8K	0.01%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	167	$35.0K	0.03%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	165	$35.0K	0.01%	00.0%	Unchanged
Trust Co	171	$36.0K	0.01%	00.0%	Unchanged
First Personal Financial Services	169	$36.0K	0.01%	+37+28.0%	Added
Tacita Capital Inc	174	$37.0K	0.02%	00.0%	Unchanged
Northwest Investment Counselors, LLC	185	$39.0K	0.01%	+46+33.1%	Added
Retirement Group, LLC	182	$39.0K	0.02%	+72+65.5%	Added
Ahrens Investment Partners LLC	200	$42.0K	0.01%	−165−45.2%	Reduced
Emerald Advisers, LLC	200	$42.0K	0.00%	−135−40.3%	Reduced