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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia Trust Co | 14,285 | $3.03M | 0.26% | +13,286+1,329.9% | Added |
| Transcend Wealth Collective, LLC | 14,382 | $3.05M | 0.27% | +817+6.0% | Added |
| Kelly Lawrence W & Associates Inc | 14,385 | $3.06M | 0.65% | +1,250+9.5% | Added |
| Knuff & Co LLC | 14,398 | $3.06M | 1.11% | −6,106−29.8% | Reduced |
| Summit Financial, LLC | 14,441 | $3.07M | 0.24% | +2,339+19.3% | Added |
| HAP Trading, LLC | 14,630 | $3.11M | 0.35% | −24,900−63.0% | Reduced |
| Apollon Wealth Management, LLC | 14,642 | $3.11M | 0.22% | −5,817−28.4% | Reduced |
| Massmutual Trust Co FSB | 14,651 | $3.11M | 0.12% | −11,256−43.4% | Reduced |
| Winch Advisory Services, LLC | 14,678 | $3.12M | 1.08% | −769−5.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,734 | $3.13M | 0.21% | +600+4.2% | Added |
| Maven Securities LTD | 14,866 | $3.16M | 0.65% | +5,883+65.5% | Added |
| Acadian Asset Management LLC | 14,929 | $3.17M | 0.01% | −35,739−70.5% | Reduced |
| IBM Retirement Fund | 14,921 | $3.17M | 0.45% | −648−4.2% | Reduced |
| B. Riley Wealth Management, Inc. | 14,931 | $3.17M | 0.24% | +207+1.4% | Added |
| CAPROCK Group, Inc. | 15,017 | $3.19M | 0.30% | +303+2.1% | Added |
| Callahan Advisors, LLC | 15,040 | $3.19M | 0.36% | +386+2.6% | Added |
| Laurel Wealth Advisors LLC | 15,069 | $3.20M | 0.69% | −270−1.8% | Reduced |
| Azzad Asset Management Inc | 15,085 | $3.20M | 0.46% | +604+4.2% | Added |
| NBT Bank N A | 15,129 | $3.21M | 0.43% | +246+1.7% | Added |
| Vision Capital Management, Inc. | 15,276 | $3.24M | 0.53% | +6,025+65.1% | Added |
| First Hawaiian Bank | 15,295 | $3.25M | 0.10% | +517+3.5% | Added |
| Mirova | 15,336 | $3.26M | 0.44% | +222+1.5% | Added |
| Pendal Group Limited | 15,357 | $3.26M | 0.03% | +564+3.8% | Added |
| Arlington Financial Advisors, LLC | 15,378 | $3.27M | 1.24% | +1,009+7.0% | Added |
| Hills Bank & Trust Co | 15,388 | $3.27M | 0.47% | +188+1.2% | Added |
| High Note Wealth, LLC | 15,397 | $3.27M | 1.15% | −276−1.8% | Reduced |
| Citizens Business Bank | 15,443 | $3.28M | 0.40% | +1,182+8.3% | Added |
| Arthur M. Cohen & Associates, LLC | 15,477 | $3.29M | 0.69% | −1,260−7.5% | Reduced |
| Vestcor Inc | 15,486 | $3.29M | 0.11% | −12,116−43.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,486 | $3.29M | 0.38% | +338+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 15,510 | $3.29M | 0.29% | +7,700+98.6% | Added |
| Roberts Wealth Advisors, LLC | 15,561 | $3.30M | 1.29% | +891+6.1% | Added |
| Centaurus Financial, Inc. | 15,578 | $3.31M | 0.26% | +1,476+10.5% | Added |
| Gemmer Asset Management LLC | 15,582 | $3.31M | 0.41% | +27+0.2% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.32M | 0.16% | 00.0% | Unchanged |
| Asio Capital, LLC | 15,653 | $3.32M | 0.93% | +2,327+17.5% | Added |
| Metis Global Partners, LLC | 15,654 | $3.32M | 0.40% | +6,963+80.1% | Added |
| Essex Investment Management Co LLC | 15,697 | $3.33M | 0.42% | −442−2.7% | Reduced |
| WD Rutherford LLC | 15,696 | $3.33M | 1.90% | +227+1.5% | Added |
| Veriti Management LLC | 15,701 | $3.33M | 0.41% | +1,343+9.4% | Added |
| TCTC Holdings, LLC | 15,786 | $3.35M | 0.14% | +3,509+28.6% | Added |
| Park Avenue Securities LLC | 15,819 | $3.36M | 0.06% | +1,606+11.3% | Added |
| Argent Trust Co | 15,853 | $3.37M | 0.21% | −1,892−10.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.40M | 0.93% | 00.0% | Unchanged |
| Mark Stevens | 16,026 | $3.40M | 0.38% | −541−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 16,053 | $3.41M | 0.10% | −1,292−7.4% | Reduced |
| Elk River Wealth Management, LLC | 16,062 | $3.41M | 0.74% | +1,433+9.8% | Added |
| American Portfolios Advisors | 16,117 | $3.42M | 0.12% | +3,705+29.9% | Added |
| Telemus Capital, LLC | 16,150 | $3.43M | 0.30% | +1,885+13.2% | Added |
| Morningstar Investment Services LLC | 15,948 | $3.43M | 0.04% | +3,387+27.0% | Added |
| Winton Group Ltd | 16,171 | $3.43M | 0.18% | +7,762+92.3% | Added |
| Aj Wealth Strategies, LLC | 16,183 | $3.44M | 0.17% | −6,495−28.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,185 | $3.44M | 0.27% | +677+4.4% | Added |
| J.W. Cole Advisors, Inc. | 16,215 | $3.44M | 0.23% | +1,131+7.5% | Added |
| Capital Analysts, LLC | 16,224 | $3.44M | 0.22% | +309+1.9% | Added |
| Sumitomo Life Insurance Co | 16,291 | $3.46M | 0.09% | −242−1.5% | Reduced |
| Beech Hill Advisors, Inc. | 16,351 | $3.47M | 1.42% | +1,056+6.9% | Added |
| Lord, Abbett & Co. LLC | 16,476 | $3.50M | 0.01% | −2,341−12.4% | Reduced |
| Interval Partners, LP | 16,500 | $3.50M | 0.26% | +16,500 | New |
| Linscomb & Williams, Inc. | 16,632 | $3.53M | 0.17% | +398+2.5% | Added |
| TD Private Client Wealth LLC | 16,649 | $3.53M | 0.15% | +5,153+44.8% | Added |
| Pegasus Asset Management, Inc. | 16,649 | $3.54M | 1.53% | −46−0.3% | Reduced |
| Cabot Wealth Management Inc | 16,696 | $3.54M | 0.48% | +75+0.5% | Added |
| Morgan Jess S & Co Inc | 16,814 | $3.57M | 2.60% | +478+2.9% | Added |
| Trust Co of Toledo NA | 16,823 | $3.57M | 0.55% | −27−0.2% | Reduced |
| Mathes Company, Inc. | 16,839 | $3.58M | 1.39% | −240−1.4% | Reduced |
| King Wealth | 16,884 | $3.58M | 0.70% | −1,596−8.6% | Reduced |
| AlphaCrest Capital Management LLC | 16,936 | $3.60M | 0.20% | −14,191−45.6% | Reduced |
| Cigna Investments Inc | 16,986 | $3.61M | 0.45% | −4,998−22.7% | Reduced |
| Paloma Partners Management Co | 17,072 | $3.63M | 0.27% | −13,341−43.9% | Reduced |
| Level Four Advisory Services, LLC | 17,113 | $3.63M | 0.28% | +170+1.0% | Added |
| Clarius Group, LLC | 14,314 | $3.64M | 0.29% | 00.0% | Unchanged |
| First Interstate Bank | 17,181 | $3.65M | 0.34% | −58−0.3% | Reduced |
| Frontier Wealth Management LLC | 18,898 | $3.68M | 0.05% | −551−2.8% | Reduced |
| Veritable, L.P. | 17,350 | $3.68M | 0.06% | +194+1.1% | Added |
| Fundamentun, LLC | 17,466 | $3.71M | 0.62% | +684+4.1% | Added |
| Hyman Charles D | 17,521 | $3.72M | 0.23% | +11,050+170.8% | Added |
| Moody National Bank Trust Division | 17,615 | $3.74M | 0.12% | −1,929−9.9% | Reduced |
| Empirical Finance, LLC | 17,781 | $3.77M | 0.42% | +3,776+27.0% | Added |
| Caption Management, LLC | 18,000 | $3.82M | 0.25% | +18,000 | New |
| Surevest, LLC | 18,034 | $3.83M | 0.92% | −5,936−24.8% | Reduced |
| Bouvel Investment Partners, LLC | 18,037 | $3.83M | 2.33% | +652+3.8% | Added |
| Dillon & Associates Inc | 18,200 | $3.86M | 0.73% | +1,720+10.4% | Added |
| Cohen Capital Management, Inc. | 18,209 | $3.87M | 0.68% | +1,253+7.4% | Added |
| Murphy Capital Management Inc | 18,296 | $3.88M | 0.45% | −2,906−13.7% | Reduced |
| Mirador Capital Partners LP | 18,403 | $3.91M | 0.79% | +776+4.4% | Added |
| Hoylecohen, LLC | 18,555 | $3.94M | 0.34% | +1,544+9.1% | Added |
| Hohimer Wealth Management, LLC | 18,653 | $3.96M | 0.78% | +747+4.2% | Added |
| Cohen Lawrence B | 18,662 | $3.96M | 2.35% | +1,551+9.1% | Added |
| Cutler Group LP | 18,667 | $3.96M | 0.37% | −14,145−43.1% | Reduced |
| Investment House LLC | 18,721 | $3.98M | 0.29% | −605−3.1% | Reduced |
| Bridge Creek Capital Management LLC | 18,859 | $4.00M | 1.33% | −20,473−52.1% | Reduced |
| Zions Bancorporation, N.A. | 18,896 | $4.01M | 0.36% | +4,284+29.3% | Added |
| BDO Wealth Advisors, LLC | 18,967 | $4.03M | 0.43% | +266+1.4% | Added |
| Vienna Asset Management LLC | 18,982 | $4.03M | 5.57% | +15,335+420.5% | Added |
| Birch Hill Investment Advisors LLC | 18,988 | $4.03M | 0.22% | +2,556+15.6% | Added |
| KMG Fiduciary Partners, LLC | 19,019 | $4.04M | 0.65% | −2,174−10.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,090 | $4.05M | 0.44% | +2,046+12.0% | Added |
| Pallas Capital Advisors LLC | 21,453 | $4.06M | 0.52% | +639+3.1% | Added |
| Burleson & Company, LLC | 19,223 | $4.08M | 0.66% | +16,207+537.4% | Added |