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 |
|---|---|---|---|---|---|
| Grassi Investment Management | 38,446 | $8.16M | 0.86% | +1,700+4.6% | Added |
| Wedbush Securities Inc | 38,628 | $8.20M | 0.38% | +79+0.2% | Added |
| PEAK6 Investments LLC | 38,762 | $8.23M | 0.24% | −54,503−58.4% | Reduced |
| KCM Investment Advisors LLC | 38,858 | $8.25M | 0.30% | −2,203−5.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 38,899 | $8.26M | 0.91% | +7,078+22.2% | Added |
| Moors & Cabot, Inc. | 38,998 | $8.28M | 0.51% | −3,654−8.6% | Reduced |
| Bank of the West | 39,059 | $8.29M | 0.86% | −863−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 39,099 | $8.30M | 0.14% | +39,099 | New |
| Bank Hapoalim BM | 39,156 | $8.31M | 0.87% | +3,494+9.8% | Added |
| Evercore Wealth Management, LLC | 39,399 | $8.37M | 0.15% | −90−0.2% | Reduced |
| Cetera Investment Advisers | 39,437 | $8.37M | 0.12% | +2,552+6.9% | Added |
| Corbenic Partners LLC | 39,751 | $8.44M | 1.83% | +12,879+47.9% | Added |
| Parallel Advisors, LLC | 39,500 | $8.49M | 0.34% | −3,152−7.4% | Reduced |
| Carroll Investors, Inc | 40,413 | $8.51M | 5.44% | +7,467+22.7% | Added |
| Gluskin Sheff & Assoc Inc | 40,181 | $8.53M | 0.37% | +10,994+37.7% | Added |
| Sand Hill Global Advisors, LLC | 40,207 | $8.54M | 0.47% | +1,070+2.7% | Added |
| Johnson Investment Counsel Inc | 40,229 | $8.54M | 0.11% | −4,270−9.6% | Reduced |
| Quilter Plc | 40,490 | $8.60M | 0.23% | −745−1.8% | Reduced |
| Harvest Fund Management Co., Ltd | 40,853 | $8.67M | 1.82% | −37,315−47.7% | Reduced |
| AE Wealth Management LLC | 40,859 | $8.68M | 0.06% | −1,626−3.8% | Reduced |
| Central Trust Co | 41,003 | $8.71M | 0.25% | −299−0.7% | Reduced |
| Credit Agricole S A | 41,136 | $8.73M | 0.27% | −2,836−6.4% | Reduced |
| Exchange Capital Management, Inc. | 41,801 | $8.88M | 1.66% | +6,335+17.9% | Added |
| Kinneret Advisory, LLC | 41,817 | $8.88M | 0.97% | +935+2.3% | Added |
| Cornerstone Advisors, LLC | 42,000 | $8.92M | 0.53% | 00.0% | Unchanged |
| Allen Investment Management LLC | 42,298 | $8.98M | 0.12% | −2,199−4.9% | Reduced |
| Independent Advisor Alliance | 42,464 | $9.02M | 0.43% | −295−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,493 | $9.02M | 0.20% | −4,666−9.9% | Reduced |
| Varma Mutual Pension Insurance Co | 42,671 | $9.06M | 0.10% | −70,000−62.1% | Reduced |
| Rothschild Investment Corp | 42,686 | $9.06M | 0.71% | +973+2.3% | Added |
| Employees Provident Fund Board | 42,708 | $9.07M | 0.16% | −107,292−71.5% | Reduced |
| AXS Investments LLC | 42,867 | $9.10M | 3.63% | −5,624−11.6% | Reduced |
| Sigma Planning Corp | 42,969 | $9.12M | 0.27% | +963+2.3% | Added |
| Xcel Wealth Management, LLC | 43,497 | $9.23M | 2.53% | +4,147+10.5% | Added |
| Iyo Bank, Ltd. | 43,532 | $9.24M | 2.73% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 43,812 | $9.30M | 0.09% | +7,294+20.0% | Added |
| Keybank National Association | 43,986 | $9.34M | 0.04% | +1,031+2.4% | Added |
| Westwood Management Corp | 44,324 | $9.41M | 0.89% | +700+1.6% | Added |
| Forbes J M & Co LLP | 44,329 | $9.41M | 1.19% | −32,688−42.4% | Reduced |
| Profund Advisors LLC | 44,616 | $9.47M | 0.40% | −10,999−19.8% | Reduced |
| E. Ohman J:or Asset Management AB | 44,850 | $9.52M | 0.32% | −2,700−5.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 44,988 | $9.55M | 0.23% | +3,043+7.3% | Added |
| CFM Wealth Partners LLC | 45,106 | $9.58M | 2.29% | −77−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 45,161 | $9.59M | 1.57% | +750+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 53,779 | $9.59M | 0.38% | +5,937+12.4% | Added |
| Allstate Corp | 45,254 | $9.61M | 0.26% | −23,515−34.2% | Reduced |
| Moreno Evelyn V | 45,486 | $9.66M | 1.96% | +492+1.1% | Added |
| Progressive Investment Management Corp | 45,546 | $9.67M | 3.05% | −560−1.2% | Reduced |
| McRae Capital Management Inc | 45,655 | $9.69M | 2.19% | +45,655 | New |
| Shufro Rose & Co LLC | 45,951 | $9.76M | 0.75% | −814−1.7% | Reduced |
| Advisory Services Network, LLC | 46,062 | $9.78M | 0.29% | +5,459+13.4% | Added |
| Chesley Taft & Associates LLC | 50,200 | $9.78M | 0.57% | −1,100−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 46,105 | $9.79M | 0.30% | +6,838+17.4% | Added |
| First Horizon Advisors, Inc. | 46,489 | $9.87M | 0.54% | −7,302−13.6% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 46,600 | $9.89M | 0.64% | +46,600 | New |
| Jackson Wealth Management, LLC | 46,951 | $9.97M | 1.38% | −23,391−33.3% | Reduced |
| Channing Capital Management, LLC | 47,230 | $10.0M | 0.30% | +47,230 | New |
| Calamos Wealth Management LLC | 47,533 | $10.1M | 0.75% | −74−0.2% | Reduced |
| Gifford Fong Associates | 47,621 | $10.1M | 1.85% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 48,008 | $10.2M | 1.64% | −1,114−2.3% | Reduced |
| HRT Financial LP | 48,095 | $10.2M | 0.07% | +48,095 | New |
| Covington Capital Management | 48,404 | $10.3M | 0.37% | +4,137+9.3% | Added |
| Congress Asset Management Co | 49,490 | $10.5M | 0.09% | −1,306−2.6% | Reduced |
| Commerce Bank | 49,594 | $10.5M | 0.07% | −2,493−4.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,435 | $10.5M | 0.59% | −207−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 49,967 | $10.6M | 0.79% | −1,655−3.2% | Reduced |
| KCL Capital, L.P. | 50,000 | $10.6M | 2.87% | −80,830−61.8% | Reduced |
| Covington Investment Advisors Inc. | 50,220 | $10.7M | 2.23% | +1,631+3.4% | Added |
| Crossmark Global Holdings, Inc. | 50,356 | $10.7M | 0.24% | −5,997−10.6% | Reduced |
| GAM Holding AG | 50,367 | $10.7M | 0.53% | +26,699+112.8% | Added |
| Achmea Investment Management B.V. | 50,842 | $10.8M | 0.28% | +50,842 | New |
| Mizuho Markets Cayman LP | 51,188 | $10.9M | 1.16% | +16,409+47.2% | Added |
| Marco Investment Management LLC | 51,659 | $11.0M | 1.11% | +11,928+30.0% | Added |
| Cubist Systematic Strategies, LLC | 52,451 | $11.1M | 0.09% | +18,239+53.3% | Added |
| Adell Harriman & Carpenter Inc | 52,660 | $11.2M | 1.09% | +516+1.0% | Added |
| Sandy Spring Bank | 52,685 | $11.2M | 0.57% | +2,371+4.7% | Added |
| Edge Wealth Management LLC | 52,920 | $11.2M | 2.21% | +725+1.4% | Added |
| Wealthfront Advisers LLC | 53,181 | $11.3M | 0.05% | +1,354+2.6% | Added |
| Northstar Asset Management Inc | 53,487 | $11.4M | 3.11% | +4,381+8.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 53,584 | $11.4M | 0.61% | +19,332+56.4% | Added |
| Banque Cantonale Vaudoise | 53,679 | $11.4M | 0.49% | +1,613+3.1% | Added |
| Oppenheimer & Co Inc | 54,055 | $11.5M | 0.21% | −278−0.5% | Reduced |
| Jasper Ridge Partners, L.P. | 54,243 | $11.5M | 0.57% | +230+0.4% | Added |
| Millennium Management LLC | 54,445 | $11.6M | 0.01% | −354,667−86.7% | Reduced |
| Abbrea Capital, LLC | 54,493 | $11.6M | 1.62% | +45,969+539.3% | Added |
| Louisiana State Employees Retirement System | 62,200 | $11.6M | 0.27% | +800+1.3% | Added |
| Kingsview Wealth Management, LLC | 54,775 | $11.6M | 0.51% | +35,445+183.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 58,617 | $11.7M | 2.02% | +34,930+147.5% | Added |
| Erste Asset Management GmbH | 55,009 | $11.8M | 0.23% | −1,247−2.2% | Reduced |
| Philadelphia Trust Co | 55,752 | $11.8M | 0.93% | +2,638+5.0% | Added |
| Dash Acquisitions Inc. | 55,978 | $11.9M | 5.37% | +21,684+63.2% | Added |
| Mercer Global Advisors Inc | 56,498 | $12.0M | 0.07% | −2,178−3.7% | Reduced |
| SG Americas Securities, LLC | 56,674 | $12.0M | 0.11% | −25,631−31.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 56,724 | $12.0M | 3.08% | −301−0.5% | Reduced |
| Spark Investment Management LLC | 56,800 | $12.1M | 11.60% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 57,286 | $12.2M | 0.45% | −2,100−3.5% | Reduced |
| Eagle Global Advisors LLC | 59,378 | $12.6M | 0.78% | −491−0.8% | Reduced |
| Metropolitan Life Insurance Co | 59,525 | $12.6M | 0.45% | −58,653−49.6% | Reduced |
| Bokf, NA | 59,806 | $12.7M | 0.21% | −11,260−15.8% | Reduced |
| First Sabrepoint Capital Management LP | 60,000 | $12.7M | 4.69% | +25,000+71.4% | Added |