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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 6,775 | $1.44M | 0.37% | +324+5.0% | Added |
| Sawtooth Solutions, LLC | 6,812 | $1.45M | 0.18% | −2,904−29.9% | Reduced |
| Madden Securities Corp | 6,821 | $1.45M | 0.65% | −845−11.0% | Reduced |
| MidWestOne Financial Group, Inc. | 6,816 | $1.45M | 0.31% | +259+3.9% | Added |
| Wealth Alliance | 6,843 | $1.45M | 0.30% | +813+13.5% | Added |
| Voya Financial Advisors, Inc. | 6,761 | $1.45M | 0.17% | +124+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 6,844 | $1.45M | 0.13% | +800+13.2% | Added |
| WT Wealth Management | 6,909 | $1.47M | 0.56% | +1,056+18.0% | Added |
| Brandywine Managers, LLC | 6,913 | $1.47M | 2.53% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,913 | $1.47M | 0.03% | +2,514+57.1% | Added |
| Country Club Bank | 6,843 | $1.47M | 0.13% | +6,843 | New |
| Keudell/Morrison Wealth Management | 6,953 | $1.48M | 0.62% | −61−0.9% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.48M | 0.30% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,982 | $1.48M | 0.13% | −483−6.5% | Reduced |
| Ardsley Advisory Partners LP | 7,000 | $1.49M | 0.31% | +3,000+75.0% | Added |
| Donaldson Capital Management, LLC | 7,030 | $1.49M | 0.07% | +2,664+61.0% | Added |
| Itau Unibanco Holding S.A. | 7,045 | $1.50M | 0.05% | −9,579−57.6% | Reduced |
| Ritholtz Wealth Management | 7,077 | $1.50M | 0.10% | +190+2.8% | Added |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.51M | 0.22% | 00.0% | Unchanged |
| Bangor Savings Bank | 7,097 | $1.51M | 0.16% | +417+6.2% | Added |
| Asset Dedication, LLC | 7,117 | $1.51M | 0.17% | −125−1.7% | Reduced |
| Vigilare Wealth Management | 7,114 | $1.51M | 1.24% | −823−10.4% | Reduced |
| Clark Capital Management Group, Inc. | 7,125 | $1.51M | 0.02% | +110+1.6% | Added |
| Silicon Valley Capital Partners | 7,169 | $1.52M | 0.25% | +1,467+25.7% | Added |
| EPG Wealth Management LLC | 7,208 | $1.53M | 0.53% | +143+2.0% | Added |
| Hudson Canyon Capital Management | 7,250 | $1.54M | 1.22% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 7,257 | $1.54M | 0.55% | −215−2.9% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.54M | 1.25% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,337 | $1.56M | 0.30% | −12−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 7,348 | $1.56M | 0.83% | −90−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,350 | $1.56M | 0.13% | +2,560+53.4% | Added |
| Procyon Private Wealth Partners, LLC | 7,359 | $1.56M | 0.33% | +1,197+19.4% | Added |
| Davenport & Co LLC | 7,375 | $1.57M | 0.01% | −56−0.8% | Reduced |
| Nikulski Financial, Inc. | 7,390 | $1.57M | 0.66% | +530+7.7% | Added |
| Bay Rivers Group | 7,418 | $1.57M | 1.13% | −86−1.1% | Reduced |
| EP Wealth Advisors, LLC | 7,459 | $1.58M | 0.03% | −155−2.0% | Reduced |
| Field & Main Bank | 7,460 | $1.58M | 0.96% | +270+3.8% | Added |
| Mission Wealth Management, LP | 7,465 | $1.58M | 0.07% | −492−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 7,498 | $1.59M | 0.31% | +279+3.9% | Added |
| Brown Brothers Harriman & Co | 7,513 | $1.59M | 0.01% | +1,734+30.0% | Added |
| Stansberry Asset Management, LLC | 7,521 | $1.60M | 0.28% | +445+6.3% | Added |
| Regatta Capital Group, LLC | 7,551 | $1.60M | 0.55% | +22+0.3% | Added |
| Sciencast Management LP | 8,048 | $1.60M | 0.37% | +5,962+285.8% | Added |
| Equitable Holdings, Inc. | 7,558 | $1.60M | 0.03% | −430−5.4% | Reduced |
| Oxler Private Wealth LLC | 7,567 | $1.61M | 0.72% | 00.0% | Unchanged |
| Clare Market Investments LLC | 7,579 | $1.61M | 0.51% | +4,124+119.4% | Added |
| Caz Investments LP | 7,600 | $1.61M | 2.53% | +7,600 | New |
| Compton Capital Management Inc | 7,610 | $1.62M | 0.45% | −100−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,610 | $1.62M | 0.39% | +70+0.9% | Added |
| Wade G W & Inc | 7,655 | $1.63M | 0.07% | +136+1.8% | Added |
| Sentry Investment Management LLC | 7,660 | $1.63M | 0.52% | +2,959+62.9% | Added |
| Birinyi Associates Inc | 7,665 | $1.63M | 0.56% | −3,000−28.1% | Reduced |
| Eagle Asset Management Inc | 7,687 | $1.63M | 0.01% | −294−3.7% | Reduced |
| Chickasaw Capital Management LLC | 7,689 | $1.63M | 0.07% | −370−4.6% | Reduced |
| Orin Green Financial, LLC | 7,689 | $1.63M | 1.07% | +7,689 | New |
| Checchi Capital Advisers, LLC | 7,738 | $1.64M | 0.17% | +283+3.8% | Added |
| Gs Investments, Inc. | 9,464 | $1.65M | 0.93% | −34−0.4% | Reduced |
| Regal Investment Advisors LLC | 7,785 | $1.65M | 0.15% | −269−3.3% | Reduced |
| Conning Inc. | 7,791 | $1.65M | 0.05% | −663−7.8% | Reduced |
| 180 Wealth Advisors, LLC | 8,651 | $1.66M | 0.36% | +586+7.3% | Added |
| Bailard, Inc. | 7,801 | $1.66M | 0.06% | +1,249+19.1% | Added |
| United Bank | 7,851 | $1.67M | 0.88% | −785−9.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,878 | $1.67M | 0.65% | +460+6.2% | Added |
| West Branch Capital LLC | 7,942 | $1.69M | 0.81% | −339−4.1% | Reduced |
| Acorn Financial Advisory Services Inc | 7,958 | $1.69M | 0.34% | +315+4.1% | Added |
| Virtue Capital Management, LLC | 7,973 | $1.69M | 0.27% | −667−7.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.70M | 0.56% | 00.0% | Unchanged |
| Stableford Capital II LLC | 8,489 | $1.70M | 0.72% | +8,489 | New |
| Missouri Trust & Investment Co | 8,014 | $1.70M | 1.00% | +1,072+15.4% | Added |
| WSFS Capital Management, LLC | 8,048 | $1.71M | 0.48% | +8,048 | New |
| Mizuho Securities Co. Ltd. | 8,085 | $1.72M | 0.37% | +5,850+261.7% | Added |
| Blueshift Asset Management, LLC | 8,110 | $1.72M | 0.16% | −9,524−54.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,120 | $1.72M | 0.07% | −899−10.0% | Reduced |
| Legacy Capital Partners, Inc. | 8,144 | $1.73M | 0.57% | −55−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,211 | $1.74M | 0.52% | +1,128+15.9% | Added |
| Prelude Capital Management, LLC | 8,210 | $1.74M | 0.08% | +1,865+29.4% | Added |
| Sound View Wealth Advisors Group, LLC | 8,215 | $1.74M | 0.33% | +3,061+59.4% | Added |
| We Are One Seven, LLC | 8,221 | $1.75M | 0.19% | −6,186−42.9% | Reduced |
| Cavalier Investments, LLC | 8,246 | $1.75M | 0.46% | −1,893−18.7% | Reduced |
| Greystone Financial Group, LLC | 8,266 | $1.75M | 0.44% | +4,782+137.3% | Added |
| Coastwise Capital Group, LLC | 8,279 | $1.76M | 2.18% | +8,279 | New |
| Graham Capital Wealth Management, LLC | 8,287 | $1.76M | 1.56% | +8,287 | New |
| Chicago Partners Investment Group LLC | 11,185 | $1.76M | 0.13% | +763+7.3% | Added |
| Oak Harbor Wealth Partners, LLC | 8,331 | $1.77M | 0.58% | +606+7.8% | Added |
| Elmwood Wealth Management, Inc. | 8,336 | $1.77M | 0.91% | +285+3.5% | Added |
| Fund Management at Engine No. 1 LLC | 8,339 | $1.77M | 0.44% | +8,339 | New |
| Paradigm Asset Management Co LLC | 8,350 | $1.77M | 0.47% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,404 | $1.78M | 0.04% | +490+6.2% | Added |
| Verition Fund Management LLC | 8,405 | $1.78M | 0.03% | −43,927−83.9% | Reduced |
| BNC Wealth Management, LLC | 8,420 | $1.79M | 0.88% | −534−6.0% | Reduced |
| Meeder Asset Management Inc | 8,431 | $1.79M | 0.09% | −12,544−59.8% | Reduced |
| Change Path, LLC | 8,436 | $1.79M | 0.09% | +2,628+45.2% | Added |
| Dana Investment Advisors, Inc. | 8,455 | $1.79M | 0.08% | −6,666−44.1% | Reduced |
| Shepherd Financial Partners LLC | 8,479 | $1.80M | 0.32% | −6−0.1% | Reduced |
| Aldebaran Financial Inc. | 8,469 | $1.80M | 1.48% | +140+1.7% | Added |
| LGT Fund Management Co Ltd. | 8,470 | $1.80M | 0.24% | +7,270+605.8% | Added |
| Burns J W & Co Inc | 8,473 | $1.80M | 0.29% | −720−7.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 8,485 | $1.80M | 0.16% | −1,803−17.5% | Reduced |
| Intrust Bank NA | 8,496 | $1.80M | 0.23% | −168−1.9% | Reduced |
| Viridian Ria, LLC | 0 | $1.81M | 0.42% | −9,402−100.0% | Reduced |