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 |
|---|---|---|---|---|---|
| Alpha Paradigm Partners, LLC | 5,393 | $1.15M | 0.45% | +5,393 | New |
| StoneX Group Inc. | 5,405 | $1.15M | 0.09% | +193+3.7% | Added |
| Capital Management Associates | 5,424 | $1.15M | 1.24% | −311−5.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,430 | $1.15M | 0.09% | −1,230−18.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,435 | $1.15M | 0.62% | +273+5.3% | Added |
| Compass Financial Advisors LLC | 5,439 | $1.16M | 1.28% | +1,312+31.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,460 | $1.16M | 0.92% | −24−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,471 | $1.16M | 0.04% | +1,547+39.4% | Added |
| Rehmann Capital Advisory Group | 5,488 | $1.16M | 0.11% | +1,232+28.9% | Added |
| Delta Investment Management, LLC | 5,493 | $1.17M | 0.35% | +3,099+129.4% | Added |
| Community Bank & Trust, Waco, Texas | 5,501 | $1.17M | 0.33% | +79+1.5% | Added |
| Financial Advocates Investment Management | 5,521 | $1.17M | 0.08% | +382+7.4% | Added |
| Privium Fund Management (UK) Ltd | 5,458 | $1.17M | 0.78% | +5,458 | New |
| Redmond Asset Management, LLC | 5,577 | $1.18M | 0.35% | +192+3.6% | Added |
| Norway Savings Bank | 5,582 | $1.19M | 0.54% | −205−3.5% | Reduced |
| World Equity Group, Inc. | 5,586 | $1.19M | 0.26% | +5,586 | New |
| BigSur Wealth Management LLC | 5,600 | $1.19M | 0.46% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,612 | $1.19M | 0.14% | +2,048+57.5% | Added |
| Capital Investment Advisors, LLC | 5,616 | $1.19M | 0.04% | +616+12.3% | Added |
| Moody Lynn & Lieberson, LLC | 5,636 | $1.20M | 0.09% | −18,025−76.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 7,099 | $1.21M | 0.53% | +7,099 | New |
| Columbia Trust Co 01012016 | 6,373 | $1.21M | 0.56% | +425+7.1% | Added |
| Braun Stacey Associates Inc | 5,691 | $1.21M | 0.05% | −53,858−90.4% | Reduced |
| Intrua Financial, LLC | 5,719 | $1.21M | 0.22% | −215−3.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,719 | $1.21M | 0.47% | +858+17.7% | Added |
| Congress Wealth Management LLC | 5,723 | $1.22M | 0.03% | +57+1.0% | Added |
| Meristem Family Wealth, LLC | 5,729 | $1.22M | 0.13% | −3,170−35.6% | Reduced |
| Heritage Trust Co | 5,726 | $1.22M | 0.17% | −20.0% | Reduced |
| Charter Oak Capital Management, LLC | 5,744 | $1.22M | 0.15% | +3,259+131.1% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.22M | 0.24% | 00.0% | Unchanged |
| GFG Capital, LLC | 5,788 | $1.23M | 0.36% | −1,266−17.9% | Reduced |
| Lindbrook Capital, LLC | 5,787 | $1.23M | 0.19% | −205−3.4% | Reduced |
| Central Bank & Trust Co | 5,793 | $1.23M | 0.20% | −160−2.7% | Reduced |
| EPIQ Capital Group, LLC | 5,793 | $1.23M | 0.34% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,795 | $1.23M | 0.07% | +398+7.4% | Added |
| Advisor Resource Council | 5,803 | $1.23M | 0.38% | −1,507−20.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,815 | $1.24M | 0.74% | −170−2.8% | Reduced |
| Dearborn Partners LLC | 5,821 | $1.24M | 0.05% | −227−3.8% | Reduced |
| BSW Wealth Partners | 5,836 | $1.24M | 0.31% | +1,102+23.3% | Added |
| Mainstay Capital Management LLC | 5,862 | $1.25M | 0.23% | +42+0.7% | Added |
| Harvest Volatility Management LLC | 5,885 | $1.25M | 0.14% | +2,712+85.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,890 | $1.25M | 0.07% | −4,755−44.7% | Reduced |
| Davidson Capital Management Inc. | 5,890 | $1.25M | 0.47% | +162+2.8% | Added |
| PSI Advisors, LLC | 5,894 | $1.25M | 0.51% | +1,266+27.4% | Added |
| Alta Wealth Advisors LLC | 5,897 | $1.25M | 0.74% | +537+10.0% | Added |
| Bard Financial Services, Inc. | 5,910 | $1.25M | 0.10% | +425+7.7% | Added |
| Wambolt & Associates, LLC | 901,674 | $1.25M | 0.46% | +1210.0% | Added |
| Blodgett Wealth Advisors, LLC | 5,925 | $1.26M | 1.05% | +500+9.2% | Added |
| BOK Financial Private Wealth, Inc. | 5,933 | $1.26M | 0.09% | −910−13.3% | Reduced |
| Capstone Triton Financial Group, LLC | 7,240 | $1.26M | 0.88% | +7,240 | New |
| Landscape Capital Management, L.L.C. | 5,999 | $1.27M | 0.16% | +758+14.5% | Added |
| Ameritas Advisory Services, LLC | 6,016 | $1.28M | 0.05% | +365+6.5% | Added |
| Orion Capital Management LLC | 6,039 | $1.28M | 0.78% | −187−3.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.28M | 0.44% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 6,058 | $1.29M | 0.62% | +6,058 | New |
| Vantage Financial Partners Ltd., Inc. | 6,075 | $1.29M | 0.67% | +750+14.1% | Added |
| Lloyd Park, LLC | 6,090 | $1.29M | 1.43% | −1,295−17.5% | Reduced |
| Wealthspire Advisors, LLC | 6,094 | $1.29M | 0.03% | −3,658−37.5% | Reduced |
| TRUE Private Wealth Advisors | 6,984 | $1.29M | 0.18% | −933−11.8% | Reduced |
| Optas, LLC | 6,118 | $1.30M | 0.42% | +327+5.6% | Added |
| Commons Capital, LLC | 6,161 | $1.31M | 1.41% | −946−13.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,085 | $1.31M | 0.09% | +1,634+36.7% | Added |
| Bluestein R H & Co | 6,163 | $1.31M | 0.05% | −624−9.2% | Reduced |
| Paradigm Financial Partners, LLC | 6,563 | $1.32M | 0.29% | +2,325+54.9% | Added |
| Parcion Private Wealth LLC | 6,284 | $1.32M | 0.12% | −67−1.1% | Reduced |
| YHB Investment Advisors, Inc. | 6,218 | $1.32M | 0.12% | +2,581+71.0% | Added |
| Clear Harbor Asset Management, LLC | 6,228 | $1.32M | 0.15% | −30−0.5% | Reduced |
| NVWM, LLC | 6,223 | $1.33M | 0.42% | +1,352+27.8% | Added |
| Trustmark National Bank Trust Department | 6,255 | $1.33M | 0.11% | −5,551−47.0% | Reduced |
| Blue Square Asset Management, LLC | 6,253 | $1.33M | 1.11% | +108+1.8% | Added |
| Eqis Capital Management, Inc. | 6,283 | $1.33M | 0.12% | −5,466−46.5% | Reduced |
| Barrett Asset Management, LLC | 6,295 | $1.34M | 0.06% | −203−3.1% | Reduced |
| Forum Financial Management, LP | 6,301 | $1.34M | 0.06% | −1,359−17.7% | Reduced |
| Money Concepts Capital Corp | 6,323 | $1.34M | 0.08% | +3,432+118.7% | Added |
| Options Solutions, LLC | 6,325 | $1.34M | 1.41% | −6−0.1% | Reduced |
| Parkside Investments, LLC | 6,373 | $1.35M | 0.26% | +6,373 | New |
| Navalign, LLC | 7,755 | $1.35M | 0.57% | +300+4.0% | Added |
| Rossmore Private Capital | 6,382 | $1.35M | 0.21% | +770+13.7% | Added |
| Edge Capital Group, LLC | 6,388 | $1.36M | 0.09% | +2,041+47.0% | Added |
| Pennsylvania Capital Management Inc | 6,474 | $1.38M | 0.59% | −415−6.0% | Reduced |
| Albion Financial Group | 6,485 | $1.38M | 0.12% | +16+0.2% | Added |
| Centiva Capital, LP | 6,496 | $1.38M | 0.08% | −1,709−20.8% | Reduced |
| Intact Investment Management Inc. | 6,500 | $1.38M | 0.04% | −450−6.5% | Reduced |
| Alaethes Wealth LLC | 6,498 | $1.38M | 0.88% | +1,070+19.7% | Added |
| Bienville Capital Management, LLC | 6,520 | $1.38M | 0.69% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 6,562 | $1.39M | 0.76% | +421+6.9% | Added |
| Karani Asset Management LLC | 6,579 | $1.40M | 0.76% | +55+0.8% | Added |
| M&R Capital Management Inc | 6,583 | $1.40M | 0.30% | +285+4.5% | Added |
| Rosenbaum Jay D. | 6,616 | $1.41M | 2.22% | +236+3.7% | Added |
| Atlas Brown,Inc. | 6,622 | $1.41M | 0.57% | +108+1.7% | Added |
| TLWM | 6,626 | $1.41M | 0.49% | +1,776+36.6% | Added |
| Arden Trust Co | 6,697 | $1.42M | 0.28% | −274−3.9% | Reduced |
| Stonnington Group, LLC | 7,281 | $1.42M | 0.34% | −3,940−35.1% | Reduced |
| Norris Financial Group, LLC | 6,714 | $1.43M | 0.86% | +78+1.2% | Added |
| Abbot Financial Management, Inc. | 6,719 | $1.43M | 0.70% | +158+2.4% | Added |
| Wealth Management Partners, LLC | 7,000 | $1.43M | 1.02% | +1,000+16.7% | Added |
| Kistler-Tiffany Companies, LLC | 6,739 | $1.43M | 0.27% | +1,095+19.4% | Added |
| Ironwood Investment Management LLC | 6,761 | $1.44M | 0.78% | −196−2.8% | Reduced |
| Principle Wealth Partners LLC | 6,757 | $1.44M | 0.15% | +2,670+65.3% | Added |
| International Assets Investment Management, LLC | 6,767 | $1.44M | 0.26% | −1,057−13.5% | Reduced |