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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 4,422 | $939.0K | 0.01% | +439+11.0% | Added |
| FLC Capital Advisors | 4,443 | $943.0K | 0.26% | +16+0.4% | Added |
| Chicago Trust Co NA | 4,447 | $944.0K | 0.20% | −37−0.8% | Reduced |
| Boothbay Fund Management, LLC | 4,466 | $948.0K | 0.03% | −189,286−97.7% | Reduced |
| Fairfield, Bush & Co. | 4,468 | $949.0K | 0.48% | +357+8.7% | Added |
| Harfst & Associates, Inc. | 4,473 | $949.0K | 0.22% | +408+10.0% | Added |
| Buckley Wealth Management, LLC | 4,477 | $951.0K | 0.26% | +278+6.6% | Added |
| Meadow Creek Wealth Advisors LLC | 4,481 | $951.0K | 1.03% | +563+14.4% | Added |
| Greenline Partners, LLC | 4,484 | $952.0K | 0.18% | −511−10.2% | Reduced |
| AlphaStar Capital Management, LLC | 4,486 | $952.0K | 0.08% | +24+0.5% | Added |
| HBK Sorce Advisory LLC | 4,494 | $954.0K | 0.05% | −2,006−30.9% | Reduced |
| Dakota Wealth Management | 4,489 | $954.0K | 0.08% | −1,407−23.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,500 | $954.0K | 0.11% | −335−6.9% | Reduced |
| Tranquility Partners, LLC | 4,501 | $956.0K | 0.45% | +54+1.2% | Added |
| Fort Point Capital Partners LLC | 4,513 | $958.0K | 0.15% | +49+1.1% | Added |
| Sargent Investment Group, LLC | 4,515 | $959.0K | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,516 | $959.0K | 0.22% | +129+2.9% | Added |
| Canvas Wealth Advisors, LLC | 5,396 | $962.0K | 0.35% | −1,351−20.0% | Reduced |
| GraniteShares Advisors LLC | 4,536 | $963.0K | 0.52% | −265−5.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,534 | $963.0K | 0.09% | +2,080+84.8% | Added |
| CenterStar Asset Management, LLC | – | $964.0K | 0.67% | – | – |
| Camden Capital, LLC | 4,569 | $970.0K | 0.21% | +956+26.5% | Added |
| Gryphon Financial Partners LLC | 4,579 | $972.0K | 0.20% | −183−3.8% | Reduced |
| Riverview Trust Co | 4,576 | $972.0K | 0.72% | +607+15.3% | Added |
| Moloney Securities Asset Management, LLC | 4,581 | $973.0K | 0.19% | +1,097+31.5% | Added |
| Amarillo National Bank | 4,586 | $974.0K | 0.19% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,588 | $974.0K | 0.09% | +225+5.2% | Added |
| McDaniel Terry & Co | 4,594 | $975.0K | 0.11% | +979+27.1% | Added |
| Capital Planning Advisors, LLC | 4,599 | $976.0K | 0.21% | −151−3.2% | Reduced |
| Israel Discount Bank of New York | 4,623 | $981.0K | 0.64% | −96−2.0% | Reduced |
| Saturna Capital CORP | 4,644 | $986.0K | 0.02% | +2,080+81.1% | Added |
| Riverview Capital Advisers, LLC | 4,645 | $986.2K | 0.45% | 00.0% | Unchanged |
| Plancorp, LLC | 4,652 | $988.0K | 0.06% | +40+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,692 | $996.0K | 0.18% | −1,376−22.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $998.0K | 0.39% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 4,718 | $1.00M | 0.18% | −8,701−64.8% | Reduced |
| Merit Financial Group, LLC | 4,719 | $1.00M | 0.06% | +672+16.6% | Added |
| Argent Advisors, Inc. | 4,742 | $1.01M | 0.54% | +651+15.9% | Added |
| Royal Harbor Partners, LLC | 4,744 | $1.01M | 0.65% | +4,744 | New |
| Brown, Lisle/Cummings, Inc. | 4,758 | $1.01M | 0.49% | +333+7.5% | Added |
| Guerra Pan Advisors, LLC | 5,789 | $1.01M | 1.22% | −33−0.6% | Reduced |
| Congress Park Capital LLC | 4,775 | $1.01M | 0.52% | +1,175+32.6% | Added |
| Hellman Jordan Management Co Inc | 4,784 | $1.02M | 1.10% | +691+16.9% | Added |
| Newman Dignan & Sheerar, Inc. | 4,799 | $1.02M | 0.32% | +332+7.4% | Added |
| Mather Group, LLC. | 4,803 | $1.02M | 0.02% | +1,806+60.3% | Added |
| Quadrant Capital Group LLC | 4,811 | $1.02M | 0.12% | −145−2.9% | Reduced |
| Brown Capital Management LLC | 4,827 | $1.02M | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,879 | $1.04M | 0.61% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4,882 | $1.04M | 0.49% | +1,000+25.8% | Added |
| Leelyn Smith, LLC | 4,888 | $1.04M | 0.27% | +92+1.9% | Added |
| Quattro Financial Advisors LLC | 4,900 | $1.04M | 0.35% | +1,900+63.3% | Added |
| CWA Asset Management Group, LLC | 4,927 | $1.05M | 0.08% | −10,009−67.0% | Reduced |
| Essex Savings Bank | 4,937 | $1.05M | 0.35% | +811+19.7% | Added |
| Altfest L J & Co Inc | 4,949 | $1.05M | 0.19% | +1,981+66.7% | Added |
| Headinvest, LLC | 4,953 | $1.05M | 0.20% | +188+3.9% | Added |
| Gamco Investors, Inc. Et Al | 4,961 | $1.05M | 0.01% | +41+0.8% | Added |
| Evoke Wealth, LLC | 4,963 | $1.05M | 0.03% | −78−1.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.12% | +4,665 | New |
| Wolff Wiese Magana LLC | 4,982 | $1.06M | 0.71% | +455+10.1% | Added |
| Bond & Devick Financial Network, Inc. | 4,988 | $1.06M | 0.85% | −27−0.5% | Reduced |
| Game Creek Capital, LP | 5,000 | $1.06M | 0.55% | −13,200−72.5% | Reduced |
| TrimTabs Asset Management, LLC | 5,011 | $1.06M | 0.36% | +5,011 | New |
| Donoghue Forlines LLC | 5,011 | $1.06M | 0.23% | +5,011 | New |
| Integrated Advisors Network LLC | 5,015 | $1.06M | 0.06% | +947+23.3% | Added |
| Quantinno Capital Management LP | 5,019 | $1.07M | 0.16% | +1,197+31.3% | Added |
| Lineweaver Wealth Advisors, LLC | 5,043 | $1.07M | 0.31% | +524+11.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,047 | $1.07M | 1.22% | +5,047 | New |
| M Holdings Securities, Inc. | 5,052 | $1.07M | 0.08% | +5,052 | New |
| Alpha Cubed Investments, LLC | 5,068 | $1.08M | 0.07% | −27,030−84.2% | Reduced |
| Ycg, LLC | 5,076 | $1.08M | 0.10% | +5,076 | New |
| Lumina Fund Management LLC | 5,100 | $1.08M | 0.44% | +5,100 | New |
| Byrne Asset Management LLC | 5,104 | $1.08M | 0.68% | −163−3.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,113 | $1.09M | 0.70% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,151 | $1.09M | 0.23% | −103−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 5,158 | $1.09M | 0.35% | −67−1.3% | Reduced |
| Next Century Growth Investors LLC | 5,188 | $1.10M | 0.11% | +46+0.9% | Added |
| DB Fitzpatrick & Co, Inc | 5,190 | $1.10M | 1.10% | +97+1.9% | Added |
| Midwest Professional Planners, LTD. | 5,193 | $1.10M | 0.54% | +356+7.4% | Added |
| Buffington Mohr McNeal | 5,198 | $1.10M | 0.21% | +90+1.8% | Added |
| Strategic Blueprint, LLC | 5,199 | $1.10M | 0.13% | +267+5.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,208 | $1.10M | 0.06% | −40−0.8% | Reduced |
| Shorepoint Capital Partners LLC | 5,203 | $1.10M | 0.46% | +953+22.4% | Added |
| First United Bank Trust | 5,212 | $1.11M | 0.44% | −270−4.9% | Reduced |
| Menard Financial Group LLC | 5,214 | $1.11M | 1.09% | +644+14.1% | Added |
| Avantax Planning Partners, Inc. | 5,235 | $1.11M | 0.04% | +432+9.0% | Added |
| New Century Advisors, LLC | 5,240 | $1.11M | 0.94% | +360+7.4% | Added |
| Tilia Fiduciary Partners, Inc. | 5,248 | $1.11M | 0.94% | +150+2.9% | Added |
| Curbstone Financial Management Corp | 5,256 | $1.12M | 0.21% | 00.0% | Unchanged |
| Graypoint LLC | 5,267 | $1.12M | 0.11% | −38−0.7% | Reduced |
| Redmont Wealth Advisors LLC | 5,300 | $1.13M | 1.20% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,301 | $1.13M | 0.15% | +558+11.8% | Added |
| Element Pointe Advisors, LLC | 5,314 | $1.13M | 0.38% | −1,418−21.1% | Reduced |
| Ayrshire Capital Management LLC | 5,315 | $1.13M | 0.66% | +5,315 | New |
| SeaBridge Investment Advisors LLC | 5,338 | $1.13M | 0.34% | +5,338 | New |
| Tiedemann Advisors, LLC | 5,355 | $1.14M | 0.06% | −1,168−17.9% | Reduced |
| 1st Source Bank | 5,371 | $1.14M | 0.07% | −15−0.3% | Reduced |
| KRS Capital Management, LLC | 5,373 | $1.14M | 1.23% | +90+1.7% | Added |
| Barden Capital Management, Inc. | 5,378 | $1.14M | 1.12% | +138+2.6% | Added |
| Moseley Investment Management Inc | 5,385 | $1.14M | 0.62% | −1,517−22.0% | Reduced |
| Summit Global Investments | 5,389 | $1.14M | 0.08% | +6+0.1% | Added |