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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 8,511 | $1.81M | 0.21% | +7,304+605.1% | Added |
| Financial Engines Advisors L.L.C. | 8,547 | $1.81M | 0.00% | +8,547 | New |
| American National Insurance Co | 8,575 | $1.82M | 0.49% | −1,714−16.7% | Reduced |
| Krilogy Financial LLC | 8,586 | $1.82M | 0.19% | +610+7.6% | Added |
| EFG Asset Management (North America) Corp. | 8,606 | $1.83M | 0.27% | −786−8.4% | Reduced |
| Fulcrum Asset Management LLP | – | $1.83M | 0.53% | – | – |
| Cornerstone National Bank & Trust Co | 8,635 | $1.83M | 0.81% | +1,201+16.2% | Added |
| Wrapmanager Inc | 8,657 | $1.84M | 0.49% | −102−1.2% | Reduced |
| Waldron Private Wealth LLC | 8,676 | $1.84M | 0.09% | +574+7.1% | Added |
| Laidlaw Wealth Management LLC | 8,695 | $1.85M | 0.31% | +1,325+18.0% | Added |
| Mutual Advisors, LLC | 8,720 | $1.85M | 0.10% | +1,623+22.9% | Added |
| Exchange Traded Concepts, LLC | 8,759 | $1.86M | 0.04% | +1,221+16.2% | Added |
| People's United Financial, Inc. | 8,772 | $1.86M | 0.05% | −852−8.9% | Reduced |
| Coldstream Capital Management Inc | 8,772 | $1.86M | 0.06% | −1,815−17.1% | Reduced |
| Peterson Wealth Services | 8,846 | $1.88M | 1.15% | +1,279+16.9% | Added |
| ProVise Management Group, LLC | 8,866 | $1.88M | 0.18% | +74+0.8% | Added |
| Laffer Tengler Investments | 8,888 | $1.89M | 0.57% | +167+1.9% | Added |
| ARS Wealth Advisors Group, LLC | 8,904 | $1.89M | 0.33% | −413−4.4% | Reduced |
| Tiemann Investment Advisors, LLC | 8,900 | $1.89M | 0.87% | −70−0.8% | Reduced |
| Modus Advisors, LLC | 8,924 | $1.90M | 0.83% | +1,148+14.8% | Added |
| IHT Wealth Management, LLC | 8,931 | $1.90M | 0.14% | +1,183+15.3% | Added |
| CX Institutional | 8,964 | $1.90M | 0.15% | +2,516+39.0% | Added |
| TrinityPoint Wealth, LLC | 8,969 | $1.90M | 0.34% | +768+9.4% | Added |
| Graham Capital Management, L.P. | 8,999 | $1.91M | 0.09% | +6,549+267.3% | Added |
| Viking Fund Management LLC | 9,000 | $1.91M | 0.44% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 9,005 | $1.91M | 0.80% | −1,334−12.9% | Reduced |
| VeraBank, N.A. | 9,043 | $1.92M | 0.99% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 9,048 | $1.92M | 1.17% | +465+5.4% | Added |
| Diversified Trust Co | 9,087 | $1.93M | 0.07% | −1,940−17.6% | Reduced |
| Cohen Investment Advisors LLC | 9,083 | $1.93M | 1.43% | +119+1.3% | Added |
| Bell Bank | 9,105 | $1.93M | 0.22% | +556+6.5% | Added |
| Quantum Private Wealth, LLC | 9,165 | $1.95M | 0.84% | +13+0.1% | Added |
| Nicolet Bankshares Inc | 9,177 | $1.95M | 0.42% | +314+3.5% | Added |
| Exane Derivatives | 9,227 | $1.96M | 0.55% | +1,921+26.3% | Added |
| Northstar Asset Management LLC | 9,244 | $1.96M | 0.50% | −555−5.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,253 | $1.97M | 0.57% | +1,121+13.8% | Added |
| Nations Financial Group Inc, | 9,324 | $1.98M | 0.24% | −128−1.4% | Reduced |
| Western Wealth Management, LLC | 9,334 | $1.98M | 0.10% | +2,500+36.6% | Added |
| Balentine LLC | 9,350 | $1.99M | 0.07% | +5,690+155.5% | Added |
| Freedom Day Solutions, LLC | 9,402 | $2.00M | 0.86% | −331−3.4% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 9,416 | $2.00M | 0.50% | −11,746−55.5% | Reduced |
| Cypress Asset Management Inc | 9,436 | $2.00M | 0.59% | −1,350−12.5% | Reduced |
| Cito Capital Group, LLC | 9,450 | $2.01M | 0.92% | +450+5.0% | Added |
| Peapack Gladstone Financial Corp | 9,447 | $2.01M | 0.04% | −15,254−61.8% | Reduced |
| Trust Asset Management LLC | 9,508 | $2.02M | 0.25% | +653+7.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 9,520 | $2.04M | 0.04% | −33−0.3% | Reduced |
| Westover Capital Advisors, LLC | 9,614 | $2.04M | 0.64% | +1,887+24.4% | Added |
| Resources Management Corp | 9,719 | $2.06M | 0.29% | +210+2.2% | Added |
| Intellectus Partners, LLC | 9,732 | $2.07M | 0.62% | −307−3.1% | Reduced |
| Sawyer & Company, Inc | 9,770 | $2.07M | 0.93% | +115+1.2% | Added |
| Sunbelt Securities, Inc. | 9,654 | $2.08M | 0.38% | +566+6.2% | Added |
| Koshinski Asset Management, Inc. | 9,781 | $2.08M | 0.17% | −270−2.7% | Reduced |
| Wolf Group Capital Advisors | 9,798 | $2.08M | 1.06% | −20,502−67.7% | Reduced |
| Northeast Financial Consultants Inc | 9,798 | $2.08M | 0.12% | +675+7.4% | Added |
| Mountain Capital Investment Advisors, Inc | 10,681 | $2.09M | 0.99% | +52+0.5% | Added |
| L.M. Kohn & Company | 9,899 | $2.10M | 0.81% | +9,899 | New |
| Winfield Associates, Inc. | 9,967 | $2.12M | 0.77% | −209−2.1% | Reduced |
| Zenyatta Capital Management LP | 10,000 | $2.12M | 1.08% | +10,000 | New |
| Savant Capital, LLC | 10,009 | $2.13M | 0.07% | +689+7.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 10,025 | $2.13M | 0.42% | +10,025 | New |
| Desjardins Global Asset Management Inc. | 10,087 | $2.14M | 0.19% | −1,653−14.1% | Reduced |
| Townsend & Associates, Inc | 10,858 | $2.14M | 0.99% | +666+6.5% | Added |
| Monetary Management Group Inc | 10,097 | $2.14M | 0.57% | −4,195−29.4% | Reduced |
| Legacy Private Trust Co. | 10,120 | $2.15M | 0.17% | +2,725+36.8% | Added |
| Segment Wealth Management, LLC | 10,150 | $2.15M | 0.22% | +984+10.7% | Added |
| Breakline Capital LLC | 10,196 | $2.17M | 3.32% | −9,215−47.5% | Reduced |
| Segall Bryant & Hamill, LLC | 10,182 | $2.17M | 0.02% | −141−1.4% | Reduced |
| Insight Wealth Strategies, LLC | 10,207 | $2.17M | 0.32% | +555+5.8% | Added |
| Guardian Capital Advisors LP | 11,133 | $2.17M | 0.21% | +1,831+19.7% | Added |
| Bank Ozk | 10,262 | $2.18M | 0.93% | +1,349+15.1% | Added |
| Resonate Capital, LLC | 10,281 | $2.18M | 1.94% | +977+10.5% | Added |
| Schmidt P J Investment Management Inc | 12,457 | $2.19M | 0.49% | −1,202−8.8% | Reduced |
| Claybrook Capital, LLC | 10,345 | $2.20M | 1.09% | +350+3.5% | Added |
| Red Door Wealth Management, LLC | 10,353 | $2.20M | 0.74% | +1,299+14.3% | Added |
| Bradley Mark J. | 10,367 | $2.20M | 1.57% | +270+2.7% | Added |
| IPG Investment Advisors LLC | 10,378 | $2.20M | 0.42% | +2,310+28.6% | Added |
| JT Stratford LLC | 10,429 | $2.21M | 0.65% | +2,107+25.3% | Added |
| Triangle Securities Wealth Management | 10,448 | $2.22M | 0.74% | −17−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 10,445 | $2.22M | 0.03% | +640+6.5% | Added |
| Institute for Wealth Management, LLC. | 10,481 | $2.23M | 0.36% | +851+8.8% | Added |
| E Fund Management Co., Ltd. | 10,500 | $2.23M | 0.07% | +955+10.0% | Added |
| Schechter Investment Advisors, LLC | 10,502 | $2.23M | 0.21% | −2,014−16.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,520 | $2.23M | 0.04% | −456−4.2% | Reduced |
| Symphony Financial, Ltd. Co. | 11,249 | $2.24M | 0.53% | +7,620+210.0% | Added |
| Ballentine Partners, LLC | 10,563 | $2.24M | 0.07% | −381−3.5% | Reduced |
| Maxi Investments CY Ltd | 10,570 | $2.24M | 1.32% | +8,600+436.5% | Added |
| Flagship Harbor Advisors, LLC | 10,634 | $2.26M | 0.22% | +1,892+21.6% | Added |
| Finer Wealth Management, Inc. | 10,648 | $2.26M | 1.85% | −407−3.7% | Reduced |
| Caliber Wealth Management, LLC | 10,667 | $2.27M | 1.45% | +964+9.9% | Added |
| Lake Street Advisors Group, LLC | 10,685 | $2.27M | 0.14% | −395−3.6% | Reduced |
| IMA Wealth, Inc. | 10,705 | $2.27M | 0.52% | +175+1.7% | Added |
| Perfromance Wealth Partners, LLC | 10,717 | $2.27M | 0.10% | −3,361−23.9% | Reduced |
| NewEdge Wealth, LLC | 10,721 | $2.28M | 0.10% | +8,409+363.7% | Added |
| Herbst Group, LLC | 10,805 | $2.29M | 1.52% | +5,197+92.7% | Added |
| Michael B. Yongue | 10,813 | $2.30M | 1.67% | −377−3.4% | Reduced |
| Northstar Group, Inc. | 10,820 | $2.30M | 0.55% | +545+5.3% | Added |
| Signature Wealth Management Group | 10,823 | $2.30M | 1.03% | +3,182+41.6% | Added |
| Aft, Forsyth & Company, Inc. | 10,862 | $2.31M | 1.47% | −1,990−15.5% | Reduced |
| Arkadios Wealth Advisors | 10,860 | $2.31M | 0.30% | +5,020+86.0% | Added |
| HBW Advisory Services LLC | 10,895 | $2.31M | 0.81% | −8,767−44.6% | Reduced |