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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 26,188 | $5.56M | 0.57% | −73−0.3% | Reduced |
| Wolverine Trading, LLC | 26,354 | $5.67M | 0.17% | −36,627−58.2% | Reduced |
| Shikiar Asset Management Inc | 26,765 | $5.68M | 1.61% | +3,020+12.7% | Added |
| Blue Zone Wealth Advisors, LLC | 26,835 | $5.70M | 2.13% | +2,754+11.4% | Added |
| Point72 Hong Kong Ltd | 26,887 | $5.71M | 0.53% | +22,497+512.5% | Added |
| Permanens Capital L.P. | 26,905 | $5.71M | 0.89% | −7,171−21.0% | Reduced |
| WoodTrust Financial Corp | 26,981 | $5.73M | 1.16% | +1,899+7.6% | Added |
| Brighton Jones LLC | 27,261 | $5.79M | 0.27% | +2,098+8.3% | Added |
| De Burlo Group Inc | 27,307 | $5.80M | 1.08% | −3,050−10.0% | Reduced |
| Gotham Asset Management, LLC | 27,461 | $5.83M | 0.18% | −5,775−17.4% | Reduced |
| Consolidated Investment Group LLC | 27,600 | $5.86M | 0.96% | 00.0% | Unchanged |
| Colony Group LLC | 27,687 | $5.88M | 0.09% | +6,112+28.3% | Added |
| Salem Investment Counselors Inc | 27,708 | $5.88M | 0.23% | +4,719+20.5% | Added |
| LGT Group Foundation | 27,738 | $5.89M | 0.14% | −24,334−46.7% | Reduced |
| Kemnay Advisory Services Inc. | 27,779 | $5.90M | 1.05% | −10,900−28.2% | Reduced |
| Sepio Capital, LP | 28,105 | $5.97M | 0.52% | −2,998−9.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,104 | $5.97M | 2.75% | +5,361+23.6% | Added |
| Harbor Capital Advisors, Inc. | 28,140 | $5.97M | 2.82% | −2,726−8.8% | Reduced |
| Independent Financial Group, LLC | 28,281 | $6.00M | 0.49% | +1,783+6.7% | Added |
| Cohen Klingenstein LLC | 28,300 | $6.01M | 0.25% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 28,331 | $6.01M | 0.98% | +3,530+14.2% | Added |
| Nixon Peabody Trust Co | 28,354 | $6.02M | 2.07% | +517+1.9% | Added |
| Valeo Financial Advisors, LLC | 74,690 | $6.04M | 0.31% | +3,368+4.7% | Added |
| Pinnacle Financial Partners Inc | 28,484 | $6.05M | 0.19% | +2,648+10.2% | Added |
| Flputnam Investment Management Co | 28,522 | $6.06M | 0.19% | +600+2.1% | Added |
| D.A. Davidson & Co. | 28,556 | $6.06M | 0.07% | −121−0.4% | Reduced |
| Fragasso Group Inc. | 28,981 | $6.15M | 0.73% | +4,119+16.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,074 | $6.17M | 0.55% | +2,488+9.4% | Added |
| Cypress Capital Group | 29,105 | $6.18M | 0.77% | −3,449−10.6% | Reduced |
| Dowling & Yahnke LLC | 29,352 | $6.23M | 0.27% | +765+2.7% | Added |
| Scholtz & Company, LLC | 29,436 | $6.25M | 2.47% | −5,297−15.3% | Reduced |
| JustInvest LLC | 29,517 | $6.27M | 0.30% | +1,401+5.0% | Added |
| Tsai Capital Corp | 29,601 | $6.29M | 4.82% | +1,777+6.4% | Added |
| Unio Capital LLC | 29,792 | $6.33M | 2.73% | −340−1.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 29,806 | $6.33M | 1.71% | +3,220+12.1% | Added |
| Prentiss Smith & Co Inc | 29,919 | $6.35M | 3.81% | +1,465+5.1% | Added |
| Meyer Handelman Co | 29,915 | $6.35M | 0.24% | +7,925+36.0% | Added |
| Codex Capital, L.L.C. | 30,000 | $6.37M | 3.92% | −1,000−3.2% | Reduced |
| SP Asset Management | 30,088 | $6.39M | 0.69% | +25+0.1% | Added |
| Strategic Advisors LLC | 30,112 | $6.39M | 1.11% | +2,314+8.3% | Added |
| Jupiter Asset Management Ltd | 30,215 | $6.42M | 0.08% | +1,367+4.7% | Added |
| Cresset Asset Management, LLC | 30,399 | $6.45M | 0.07% | −7,150−19.0% | Reduced |
| Webster Bank, N. A. | 30,450 | $6.46M | 0.75% | +527+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,703 | $6.52M | 0.25% | −2,860−8.5% | Reduced |
| Selective Wealth Management, Inc. | 30,812 | $6.54M | 2.37% | +1,146+3.9% | Added |
| Cambridge Financial Group, Inc. | 30,989 | $6.58M | 2.95% | −1,375−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,100 | $6.60M | 0.37% | +8,126+35.4% | Added |
| Regentatlantic Capital LLC | 31,118 | $6.61M | 0.19% | −5,487−15.0% | Reduced |
| Transform Wealth, LLC | 31,145 | $6.61M | 0.74% | +2,711+9.5% | Added |
| Autus Asset Management, LLC | 31,320 | $6.65M | 1.00% | −5,990−16.1% | Reduced |
| Stratos Wealth Partners, LTD. | 31,406 | $6.67M | 0.15% | −743−2.3% | Reduced |
| IndexIQ Advisors LLC | 31,566 | $6.70M | 0.24% | +1,902+6.4% | Added |
| DuPont Capital Management Corp | 31,599 | $6.71M | 0.27% | +1,974+6.7% | Added |
| Amica Mutual Insurance Co | 31,883 | $6.77M | 0.79% | +31,883 | New |
| Trust Co of Kansas | 31,902 | $6.77M | 3.63% | +8,355+35.5% | Added |
| Oak Harvest Investment Services | 32,021 | $6.80M | 1.68% | +2,045+6.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 32,090 | $6.81M | 0.36% | −1,600−4.7% | Reduced |
| Raymond James Trust N.A. | 32,263 | $6.85M | 0.21% | −1,717−5.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 32,294 | $6.86M | 0.69% | −383−1.2% | Reduced |
| Fiduciary Trust Co | 32,523 | $6.91M | 0.12% | −334−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 32,619 | $6.93M | 0.93% | −1,367−4.0% | Reduced |
| Spire Wealth Management | 32,832 | $6.97M | 0.19% | −10,957−25.0% | Reduced |
| Avantax Advisory Services, Inc. | 33,197 | $7.04M | 0.10% | +261+0.8% | Added |
| Kerrisdale Advisers, LLC | 33,346 | $7.08M | 2.16% | −40,031−54.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 33,411 | $7.09M | 3.35% | −16,809−33.5% | Reduced |
| Bridger Management, LLC | 33,500 | $7.11M | 1.17% | +33,500 | New |
| Kestra Private Wealth Services, LLC | 33,710 | $7.16M | 0.35% | +1,797+5.6% | Added |
| National Asset Management, Inc. | 33,718 | $7.16M | 0.23% | +281+0.8% | Added |
| Hillman Capital Management, Inc. | 33,815 | $7.18M | 2.28% | +31,866+1,635.0% | Added |
| Everence Capital Management Inc | 33,867 | $7.19M | 0.55% | +5,830+20.8% | Added |
| YorkBridge Wealth Partners, LLC | 33,895 | $7.20M | 1.58% | +10,092+42.4% | Added |
| Whittier Trust Co of Nevada Inc | 34,017 | $7.22M | 0.26% | +2,697+8.6% | Added |
| Toroso Investments, LLC | 34,392 | $7.30M | 0.22% | +2,475+7.8% | Added |
| Annex Advisory Services, LLC | 34,440 | $7.31M | 0.53% | +7,314+27.0% | Added |
| Prudential PLC | 34,453 | $7.32M | 0.11% | +7,204+26.4% | Added |
| Alerus Financial NA | 34,455 | $7.32M | 0.62% | +2,085+6.4% | Added |
| Seven Post Investment Office LP | 34,629 | $7.35M | 2.25% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 34,682 | $7.36M | 0.31% | −11,399−24.7% | Reduced |
| St Germain D J Co Inc | 35,047 | $7.44M | 0.42% | +2,729+8.4% | Added |
| Captrust Financial Advisors | 35,358 | $7.51M | 0.05% | +3,522+11.1% | Added |
| Marlowe Partners LP | 35,618 | $7.56M | 5.64% | +35,618 | New |
| Orion Portfolio Solutions, LLC | 36,180 | $7.68M | 0.27% | +1,711+5.0% | Added |
| Private Capital Advisors, Inc. | 36,293 | $7.71M | 1.12% | +365+1.0% | Added |
| Crossvault Capital Management LLC | 36,298 | $7.71M | 2.48% | −2,093−5.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 36,461 | $7.72M | 0.79% | −8,167−18.3% | Reduced |
| Novare Capital Management LLC | 36,575 | $7.77M | 0.83% | +77+0.2% | Added |
| Trust Co of Vermont | 36,721 | $7.80M | 0.53% | +2,232+6.5% | Added |
| Means Investment Co., Inc. | 36,724 | $7.80M | 1.41% | +1,898+5.4% | Added |
| Ashfield Capital Partners, LLC | 37,263 | $7.91M | 0.51% | −605−1.6% | Reduced |
| Parsons Capital Management Inc | 37,323 | $7.92M | 0.60% | −2,123−5.4% | Reduced |
| First National Trust Co | 37,375 | $7.93M | 0.41% | +760+2.1% | Added |
| Ethic Inc. | 37,400 | $7.94M | 0.55% | +5,936+18.9% | Added |
| Foster Victor Wealth Advisors, LLC | 39,701 | $7.97M | 1.09% | +2,540+6.8% | Added |
| Goodman Advisory Group, LLC | 37,694 | $8.00M | 2.77% | +6,282+20.0% | Added |
| Highland Capital Management, LLC | 37,807 | $8.03M | 0.48% | +1,850+5.1% | Added |
| Private Asset Management Inc | 37,811 | $8.03M | 1.09% | +4,342+13.0% | Added |
| China Universal Asset Management Co., Ltd. | 38,000 | $8.07M | 2.86% | −5,000−11.6% | Reduced |
| Motco | 38,243 | $8.12M | 0.53% | +2,123+5.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 38,377 | $8.15M | 0.19% | +38,377 | New |
| Exencial Wealth Advisors, LLC | 38,390 | $8.15M | 0.41% | +702+1.9% | Added |