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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 19,391 | $4.12M | 0.07% | +4,398+29.3% | Added |
| Lincoln National Corp | 19,398 | $4.12M | 0.09% | +4,881+33.6% | Added |
| Knights of Columbus Asset Advisors LLC | 19,438 | $4.13M | 0.35% | −21,123−52.1% | Reduced |
| Security National Bank | 19,487 | $4.14M | 0.95% | +496+2.6% | Added |
| Brookstone Capital Management | 21,165 | $4.14M | 0.08% | +59+0.3% | Added |
| Shelton Capital Management | 19,601 | $4.16M | 0.15% | +254+1.3% | Added |
| Miracle Mile Advisors, LLC | 19,616 | $4.17M | 0.18% | +9,118+86.9% | Added |
| Whalerock Point Partners, LLC | 19,706 | $4.18M | 1.48% | −560−2.8% | Reduced |
| Belpointe Asset Management LLC | 19,705 | $4.18M | 0.25% | −2,997−13.2% | Reduced |
| Martingale Asset Management L P | 19,713 | $4.19M | 0.06% | −833−4.1% | Reduced |
| Great Valley Advisor Group, Inc. | 19,567 | $4.20M | 0.24% | +2,732+16.2% | Added |
| Lavaca Capital LLC | 19,824 | $4.21M | 1.80% | +19,824 | New |
| Thoroughbred Financial Services, LLC | 19,980 | $4.24M | 0.69% | +6,041+43.3% | Added |
| Assetmark, Inc | 20,001 | $4.25M | 0.02% | +11,727+141.7% | Added |
| Private Wealth Partners, LLC | 20,061 | $4.26M | 0.38% | −342−1.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.27M | 3.90% | +1,435+7.7% | Added |
| Lazard Freres Gestion S.A.S. | 20,169 | $4.28M | 0.13% | −1,200−5.6% | Reduced |
| ACG Wealth | 20,238 | $4.30M | 0.81% | −3,874−16.1% | Reduced |
| Bray Capital Advisors | 20,305 | $4.31M | 1.11% | +19+0.1% | Added |
| South State Corp. | 20,317 | $4.31M | 0.34% | −455−2.2% | Reduced |
| Ocean Capital Management, LLC | 20,300 | $4.37M | 1.77% | −272−1.3% | Reduced |
| O'Shares Investment Advisers, LLC | 20,580 | $4.37M | 0.35% | −1,450−6.6% | Reduced |
| Simmons Bank | 20,650 | $4.38M | 0.33% | +1,746+9.2% | Added |
| Bryn Mawr Trust Co | 20,726 | $4.40M | 0.17% | +15,745+316.1% | Added |
| Plimoth Trust Co LLC | 20,789 | $4.41M | 1.17% | +1,715+9.0% | Added |
| Once Capital Management, LLC | 20,800 | $4.42M | 4.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 20,574 | $4.43M | 0.10% | −8,178−28.4% | Reduced |
| GWM Advisors LLC | 20,989 | $4.46M | 0.08% | −7,401−26.1% | Reduced |
| Ingalls & Snyder LLC | 21,145 | $4.49M | 0.20% | +6,318+42.6% | Added |
| Financial Partners Capital Management LLC | 21,161 | $4.49M | 0.83% | +21,161 | New |
| Girard Partners Ltd. | 21,201 | $4.50M | 0.49% | +41+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 21,269 | $4.52M | 0.08% | +5,964+39.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,422 | $4.55M | 0.20% | −1,655−7.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 21,495 | $4.56M | 0.99% | +2,103+10.8% | Added |
| Gladstone Institutional Advisory LLC | 21,554 | $4.58M | 0.31% | +1,569+7.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,635 | $4.59M | 0.18% | +3,378+18.5% | Added |
| Fortis Capital Management LLC | 21,907 | $4.65M | 2.41% | +18,308+508.7% | Added |
| Chapman Investment Management, LLC | 21,917 | $4.65M | 2.48% | +308+1.4% | Added |
| Natixis Investment Managers International | 22,113 | $4.70M | 0.08% | +20,818+1,607.6% | Added |
| RB Capital Management, LLC | 22,141 | $4.70M | 1.53% | +58+0.3% | Added |
| Meridian Management Co | 22,189 | $4.71M | 1.49% | +51+0.2% | Added |
| Kornitzer Capital Management Inc | 22,261 | $4.73M | 0.08% | +2,535+12.9% | Added |
| Kayak Investment Partners LLC | 22,359 | $4.75M | 4.20% | −22,657−50.3% | Reduced |
| Bessemer Group Inc | 22,480 | $4.77M | 0.01% | +2,078+10.2% | Added |
| Twin Capital Management Inc | 22,511 | $4.78M | 0.51% | −891−3.8% | Reduced |
| Van Hulzen Asset Management, LLC | 22,582 | $4.79M | 0.51% | +10,312+84.0% | Added |
| Jag Capital Management, LLC | 22,666 | $4.80M | 0.48% | −5,117−18.4% | Reduced |
| Gardner Lewis Asset Management L P | 22,622 | $4.80M | 0.90% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 22,628 | $4.80M | 0.32% | +837+3.8% | Added |
| Stoneridge Investment Partners LLC | 22,771 | $4.83M | 2.27% | +3,995+21.3% | Added |
| PKO Investment Management Joint-Stock Co | 23,000 | $4.88M | 0.59% | −17,000−42.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,154 | $4.92M | 1.11% | −2,205−8.7% | Reduced |
| CMH Wealth Management LLC | 23,155 | $4.92M | 1.51% | +2,219+10.6% | Added |
| Iowa State Bank | 23,158 | $4.92M | 1.14% | +2,277+10.9% | Added |
| FWL Investment Management, LLC | 23,177 | $4.92M | 3.04% | −5,606−19.5% | Reduced |
| Elite Wealth Management, Inc. | 23,199 | $4.93M | 2.15% | −540−2.3% | Reduced |
| FRG Family Wealth Advisors LLC | 23,224 | $4.93M | 0.96% | −160−0.7% | Reduced |
| Van Strum & Towne Inc. | 23,240 | $4.93M | 1.85% | +181+0.8% | Added |
| Horizon Investments, LLC | 23,338 | $4.96M | 0.14% | +3,328+16.6% | Added |
| Bogart Wealth, LLC | 23,545 | $5.00M | 0.43% | +7,093+43.1% | Added |
| Marietta Wealth Management, LLC | 23,565 | $5.00M | 1.05% | +1,654+7.5% | Added |
| Wetherby Asset Management Inc | 23,597 | $5.01M | 0.29% | −55−0.2% | Reduced |
| Caldwell Trust Co | 23,627 | $5.02M | 0.60% | +302+1.3% | Added |
| Snowden Capital Advisors LLC | 23,707 | $5.03M | 0.20% | +9,060+61.9% | Added |
| Two Sigma Securities, LLC | 23,835 | $5.06M | 0.71% | +19,196+413.8% | Added |
| Executive Wealth Management, LLC | 23,870 | $5.07M | 0.55% | −609−2.5% | Reduced |
| Atlantic Union Bankshares Corp | 23,874 | $5.07M | 0.44% | +1,853+8.4% | Added |
| Spinnaker Trust | 23,877 | $5.07M | 0.34% | +6,337+36.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,966 | $5.09M | 0.78% | +1,203+5.3% | Added |
| Marks Group Wealth Management, Inc | 23,996 | $5.09M | 0.64% | +2,818+13.3% | Added |
| Roundview Capital LLC | 24,037 | $5.10M | 0.52% | +3,809+18.8% | Added |
| Harbour Capital Advisors, LLC | 24,204 | $5.14M | 1.41% | −20.0% | Reduced |
| Axxcess Wealth Management, LLC | 24,248 | $5.15M | 0.41% | +1,454+6.4% | Added |
| Siemens Fonds Invest GmbH | 24,404 | $5.18M | 0.42% | −57−0.2% | Reduced |
| Brookfield Asset Management Inc. | 24,438 | $5.19M | 0.02% | +21,510+734.6% | Added |
| Chartwell Investment Partners, LLC | 24,485 | $5.20M | 0.17% | +4,105+20.1% | Added |
| Redpoint Investment Management Pty Ltd | 24,499 | $5.20M | 0.52% | +730+3.1% | Added |
| Icon Wealth Partners, LLC | 24,502 | $5.20M | 0.52% | +2,237+10.0% | Added |
| Motley Fool Asset Management LLC | 24,582 | $5.22M | 0.38% | −814−3.2% | Reduced |
| Arrow Financial Corp | 24,611 | $5.22M | 0.63% | +60+0.2% | Added |
| Harbor Investment Advisory, LLC | 24,712 | $5.25M | 0.70% | −7,670−23.7% | Reduced |
| Summit Trail Advisors, LLC | 24,940 | $5.29M | 0.43% | −2,455−9.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $5.31M | 2.39% | 00.0% | Unchanged |
| Fiduciary Group LLC | 33,003 | $5.32M | 0.70% | −260−0.8% | Reduced |
| FourThought Financial, LLC | 24,906 | $5.33M | 0.67% | +11,153+81.1% | Added |
| Illinois Municipal Retirement Fund | 25,151 | $5.34M | 0.16% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 25,152 | $5.34M | 0.32% | +5,001+24.8% | Added |
| Corient Capital Partners, LLC | 25,190 | $5.35M | 0.35% | −551−2.1% | Reduced |
| Sitrin Capital Management LLC | 25,207 | $5.35M | 2.68% | +99+0.4% | Added |
| Peloton Wealth Strategists | 25,250 | $5.36M | 2.24% | +1,075+4.4% | Added |
| Strategic Wealth Advisors Group, LLC | 25,344 | $5.36M | 0.21% | +4,740+23.0% | Added |
| Karp Capital Management Corp | 25,259 | $5.36M | 0.78% | −9,135−26.6% | Reduced |
| Advisor Partners LLC | 25,303 | $5.37M | 0.34% | +2,310+10.0% | Added |
| Wellington Shields Capital Management, LLC | 109,911 | $5.39M | 0.59% | +81,094+281.4% | Added |
| Ziegler Capital Management, LLC | 25,668 | $5.40M | 0.23% | +801+3.2% | Added |
| First Foundation Advisors | 25,576 | $5.43M | 0.20% | −41,584−61.9% | Reduced |
| Nelson Capital Management, LLC | 25,573 | $5.43M | 1.06% | −303−1.2% | Reduced |
| RNC Capital Management LLC | 25,695 | $5.46M | 0.28% | +1,453+6.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,178 | $5.56M | 1.22% | +171+0.7% | Added |
| Strategic Wealth Designers | 26,182 | $5.56M | 1.33% | +4,929+23.2% | Added |