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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 10,912 | $2.32M | 0.90% | −242−2.2% | Reduced |
| Arabesque Asset Management Ltd | 10,969 | $2.33M | 0.81% | +9,687+755.6% | Added |
| Altium Wealth Management LLC | 10,992 | $2.33M | 0.15% | +1,066+10.7% | Added |
| GPM Growth Investors, Inc. | 11,002 | $2.34M | 1.29% | +20.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,052 | $2.35M | 0.09% | −248−2.2% | Reduced |
| Wahed Invest LLC | 11,084 | $2.35M | 1.38% | −145−1.3% | Reduced |
| BTG Pactual Global Asset Management Ltd | 11,083 | $2.35M | 2.31% | +11,083 | New |
| Welch & Forbes LLC | 11,133 | $2.36M | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 11,141 | $2.37M | 0.13% | −3,290−22.8% | Reduced |
| Ferris Capital, LLC | 11,139 | $2.37M | 0.54% | −6−0.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 11,150 | $2.37M | 0.18% | −11,800−51.4% | Reduced |
| Grove Bank & Trust | 11,154 | $2.37M | 0.47% | 00.0% | Unchanged |
| Citizens & Northern Corp | 11,160 | $2.37M | 0.88% | +225+2.1% | Added |
| Baystate Wealth Management LLC | 11,198 | $2.38M | 0.21% | +10,475+1,448.8% | Added |
| Grandview Asset Management LLC | 11,237 | $2.39M | 1.01% | −783−6.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,254 | $2.39M | 0.20% | −550−4.7% | Reduced |
| IFP Advisors, Inc | 32,541 | $2.39M | 0.03% | +18,067+124.8% | Added |
| Jabodon PT Co | 11,334 | $2.41M | 1.09% | −513−4.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,339 | $2.41M | 0.90% | +1,920+20.4% | Added |
| Slow Capital, Inc. | 11,432 | $2.43M | 0.45% | −431−3.6% | Reduced |
| Threadgill Financial, LLC | 11,430 | $2.43M | 0.97% | −198−1.7% | Reduced |
| Vident Investment Advisory, LLC | 11,458 | $2.43M | 0.06% | −3,266−22.2% | Reduced |
| Brewin Dolphin Ltd | 11,541 | $2.45M | 0.10% | +1,603+16.1% | Added |
| Pictet Bank & Trust Ltd | 11,640 | $2.47M | 1.39% | −173−1.5% | Reduced |
| Roanoke Asset Management Corp | 11,734 | $2.49M | 0.93% | +8,415+253.5% | Added |
| Pinnacle Holdings, LLC | 11,839 | $2.51M | 0.99% | +1,232+11.6% | Added |
| Courier Capital LLC | 11,842 | $2.51M | 0.25% | −1,185−9.1% | Reduced |
| Avestar Capital, LLC | 11,861 | $2.52M | 0.48% | −8,869−42.8% | Reduced |
| Harrell Investment Partners, LLC | 11,866 | $2.52M | 0.89% | +1,248+11.8% | Added |
| Berkshire Bank | 11,917 | $2.53M | 0.60% | +701+6.3% | Added |
| Kaizen Financial Strategies | 11,918 | $2.53M | 1.98% | +1,041+9.6% | Added |
| Northwest & Ethical Investments L.P. | 11,925 | $2.53M | 0.08% | −15,141−55.9% | Reduced |
| Invst, LLC | 15,495 | $2.54M | 0.42% | +3,001+24.0% | Added |
| Wedmont Private Capital | 11,652 | $2.55M | 0.57% | +1,996+20.7% | Added |
| Sender Co & Partners, Inc. | 12,018 | $2.55M | 3.75% | −2,641−18.0% | Reduced |
| Audent Global Asset Management, LLC | 12,040 | $2.56M | 1.41% | +12,040 | New |
| Glynn Capital Management LLC | 12,197 | $2.59M | 0.35% | 00.0% | Unchanged |
| Pitcairn Co | 12,231 | $2.60M | 0.23% | −739−5.7% | Reduced |
| V Wealth Advisors LLC | 12,244 | $2.60M | 0.42% | −814−6.2% | Reduced |
| FinTrust Capital Advisors, LLC | 12,294 | $2.61M | 0.60% | +46+0.4% | Added |
| Wunderlich Capital Managemnt | 12,309 | $2.61M | 1.23% | 00.0% | Unchanged |
| SFMG, LLC | 12,344 | $2.62M | 0.26% | +1,893+18.1% | Added |
| Aspiriant, LLC | 12,358 | $2.62M | 0.14% | +244+2.0% | Added |
| Perpetual Investment Management Ltd | 12,450 | $2.64M | 0.33% | +1,041+9.1% | Added |
| Wealthsource Partners, LLC | 12,474 | $2.65M | 0.18% | +7,020+128.7% | Added |
| Cable Hill Partners, LLC | 12,493 | $2.65M | 1.74% | +11,371+1,013.5% | Added |
| Avalon Investment & Advisory | 12,508 | $2.66M | 0.06% | +5,034+67.4% | Added |
| Private Trust Co NA | 12,525 | $2.66M | 0.42% | −918−6.8% | Reduced |
| Signaturefd, LLC | 12,554 | $2.67M | 0.08% | −586−4.5% | Reduced |
| IMC-Chicago, LLC | 12,650 | $2.69M | 0.13% | −24,376−65.8% | Reduced |
| KG&L Capital Management,LLC | 12,658 | $2.69M | 1.12% | +4,429+53.8% | Added |
| Sompo Asset Management Co., Ltd. | 12,700 | $2.70M | 0.58% | +3,920+44.6% | Added |
| Investment Research & Advisory Group, Inc. | 12,707 | $2.70M | 1.71% | +1,846+17.0% | Added |
| Independence Bank of Kentucky | 12,735 | $2.70M | 1.07% | +1,948+18.1% | Added |
| Westwood Holdings Group Inc. | 12,812 | $2.72M | 0.03% | −1,306−9.3% | Reduced |
| WealthShield Partners, LLC | 12,837 | $2.73M | 0.44% | +5,952+86.4% | Added |
| Ameritas Investment Partners, Inc. | 12,847 | $2.73M | 0.10% | −255−1.9% | Reduced |
| Element Capital Management LLC | 12,875 | $2.73M | 1.37% | +12,875 | New |
| Icapital Wealth LLC | 13,674 | $2.74M | 1.13% | −5,007−26.8% | Reduced |
| PFS Investments Inc. | 12,891 | $2.74M | 0.05% | +1,357+11.8% | Added |
| Dynamic Advisor Solutions LLC | 12,928 | $2.75M | 0.19% | +1,514+13.3% | Added |
| Power Corp of Canada | 12,943 | $2.75M | 0.23% | +12,943 | New |
| Kovack Advisors, Inc. | 12,986 | $2.76M | 0.28% | −426−3.2% | Reduced |
| Hickory Lane Capital Management LP | 13,000 | $2.76M | 2.08% | −18,000−58.1% | Reduced |
| Verde Capital Management | 13,052 | $2.77M | 1.10% | +1,299+11.1% | Added |
| Virtu Financial LLC | 13,097 | $2.78M | 0.21% | −10,567−44.7% | Reduced |
| Canandaigua National Corp | 13,108 | $2.78M | 0.42% | +71+0.5% | Added |
| Meridian Wealth Management, LLC | 13,117 | $2.79M | 0.30% | −1,199−8.4% | Reduced |
| Stonegate Investment Group, LLC | 13,125 | $2.79M | 0.09% | −68−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 13,264 | $2.82M | 0.65% | +1,681+14.5% | Added |
| Alps Advisors Inc | 13,280 | $2.82M | 0.03% | −1,432−9.7% | Reduced |
| Regency Capital Management Inc. | 13,311 | $2.83M | 2.05% | +1,415+11.9% | Added |
| Dock Street Asset Management Inc | 13,339 | $2.83M | 0.51% | +13,339 | New |
| Enterprise Bank & Trust Co | 13,359 | $2.84M | 1.11% | −841−5.9% | Reduced |
| Tudor Investment Corp Et Al | 13,423 | $2.85M | 0.07% | +13,423 | New |
| Clearstead Advisors, LLC | 13,434 | $2.85M | 0.19% | +2,623+24.3% | Added |
| Cozad Asset Management Inc | 13,443 | $2.85M | 0.40% | −16,717−55.4% | Reduced |
| Northern Oak Wealth Management Inc | 13,447 | $2.85M | 0.35% | −257−1.9% | Reduced |
| Asset Management Corp | 13,581 | $2.88M | 1.77% | +2,961+27.9% | Added |
| Evergreen Capital Management LLC | 13,639 | $2.90M | 0.12% | −2,314−14.5% | Reduced |
| Hixon Zuercher, LLC | 13,648 | $2.90M | 1.56% | +605+4.6% | Added |
| Connable Office Inc | 13,654 | $2.90M | 0.39% | +85+0.6% | Added |
| Hancock Whitney Corp | 13,663 | $2.90M | 0.10% | −19,586−58.9% | Reduced |
| Mirabella Financial Services LLP | 13,670 | $2.90M | 0.33% | +13,670 | New |
| Seeyond | 13,678 | $2.90M | 0.29% | +3,454+33.8% | Added |
| Westbourne Investment Advisors, Inc. | 13,743 | $2.92M | 1.21% | +12,943+1,617.9% | Added |
| Silvant Capital Management LLC | 13,770 | $2.92M | 0.56% | −177−1.3% | Reduced |
| Geneva Capital Management LLC | 13,793 | $2.93M | 0.06% | +141+1.0% | Added |
| Connolly Sarah T. | 13,803 | $2.93M | 1.72% | +905+7.0% | Added |
| Liberty Mutual Group Asset Management Inc. | 13,825 | $2.94M | 0.10% | +13,825 | New |
| GDS Wealth Management | 15,699 | $2.94M | 0.65% | +4,052+34.8% | Added |
| Jackson Square Capital, LLC | 13,854 | $2.94M | 0.92% | −491−3.4% | Reduced |
| M. Kulyk & Associates, LLC | 13,896 | $2.95M | 0.81% | +3,916+39.2% | Added |
| ETF Managers Group, LLC | 13,756 | $2.96M | 0.06% | −3,150−18.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,957 | $2.96M | 0.26% | −189−1.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 13,952 | $2.96M | 2.00% | +1,193+9.4% | Added |
| Comerica Securities,inc. | 13,976 | $2.97M | 0.20% | +164+1.2% | Added |
| Fulton Bank, N.A. | 14,050 | $2.98M | 0.14% | +735+5.5% | Added |
| Blackhawk Capital Partners LLC. | 14,161 | $3.01M | 2.04% | +265+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,173 | $3.01M | 0.16% | −2,479−14.9% | Reduced |