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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 196 | $42.0K | 0.01% | +196 | New |
| Tortoise Investment Management, LLC | 206 | $44.0K | 0.01% | +27+15.1% | Added |
| Simplex Trading, LLC | 216 | $45.0K | 0.00% | −97,686−99.8% | Reduced |
| Siena Capital LLC | 210 | $45.0K | 0.03% | +210 | New |
| Tobam | 219 | $46.0K | 0.00% | −358−62.0% | Reduced |
| Clearview Wealth Advisors LLC | 225 | $48.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 227 | $48.0K | 0.01% | +16+7.6% | Added |
| SRS Capital Advisors, Inc. | 225 | $48.0K | 0.01% | +19+9.2% | Added |
| Fairfield Financial Advisors, LTD | 230 | $48.8K | 0.02% | +230 | New |
| Graves-Light Private Wealth Management, Inc. | 234 | $50.0K | 0.01% | −144−38.1% | Reduced |
| Hillsdale Investment Management Inc. | 244 | $52.0K | 0.00% | −446−64.6% | Reduced |
| Tyler-Stone Wealth Management | 245 | $52.0K | 0.03% | −15−5.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 250 | $53.0K | 0.05% | −130−34.2% | Reduced |
| NuWave Investment Management, LLC | 259 | $55.0K | 0.07% | −1,020−79.7% | Reduced |
| Hartford Financial Management Inc. | 259 | $55.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 260 | $55.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 261 | $55.0K | 0.01% | +4+1.6% | Added |
| Rise Advisors, LLC | 260 | $55.0K | 0.05% | +50+23.8% | Added |
| Wealthstreet Investment Advisors, LLC | 290 | $62.0K | 1.67% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 299 | $63.0K | 0.03% | −30−9.1% | Reduced |
| Perkins Coie Trust Co | 298 | $63.0K | 0.02% | +24+8.8% | Added |
| Corsicana & Co. | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| Estate Counselors, LLC | 308 | $65.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $66.0K | 0.06% | 00.0% | Unchanged |
| Country Trust Bank | 315 | $67.0K | 0.00% | −16−4.8% | Reduced |
| Tarbox Family Office, Inc. | 322 | $68.0K | 0.01% | −2,355−88.0% | Reduced |
| HC Financial Advisors Inc | 324 | $69.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 330 | $70.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $70.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 334 | $71.0K | 0.01% | −179−34.9% | Reduced |
| Johnson Financial Group, Inc. | 346 | $73.0K | 0.01% | −80−18.8% | Reduced |
| Lloyd Advisory Services, LLC. | 349 | $74.0K | 0.03% | +349 | New |
| Rosenberg Matthew Hamilton | 352 | $75.0K | 0.03% | −60−14.6% | Reduced |
| Cohen & Steers, Inc. | 355 | $75.0K | 0.00% | +76+27.2% | Added |
| Founders Capital Management | 300 | $76.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 360 | $76.0K | 0.01% | +150+71.4% | Added |
| Hall Laurie J Trustee | 365 | $77.0K | 0.03% | −50−12.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 364 | $78.0K | 0.05% | −19,466−98.2% | Reduced |
| Fortis Advisors, LLC | 373 | $79.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 373 | $79.0K | 0.02% | +205+122.0% | Added |
| City Holding Co | 377 | $80.0K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 380 | $81.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 383 | $81.0K | 0.02% | +85+28.5% | Added |
| Institutional & Family Asset Management, LLC | 386 | $82.0K | 0.01% | −250−39.3% | Reduced |
| JCIC Asset Management Inc. | 387 | $82.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 395 | $84.0K | 0.03% | −20−4.8% | Reduced |
| Stephenson National Bank & Trust | 397 | $84.0K | 0.05% | 00.0% | Unchanged |
| WFA Asset Management Corp | 400 | $84.9K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 416 | $88.0K | 0.09% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 413 | $88.0K | 0.02% | +239+137.4% | Added |
| Earnest Partners LLC | 436 | $93.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 437 | $93.0K | 0.03% | −2−0.5% | Reduced |
| Sittner & Nelson, LLC | 436 | $93.0K | 0.05% | +155+55.2% | Added |
| Pin Oak Investment Advisors Inc | 445 | $94.0K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 441 | $94.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 454 | $96.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 466 | $99.0K | 0.01% | −67−12.6% | Reduced |
| McIlrath & Eck, LLC | 482 | $102.0K | 0.03% | +145+43.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 485 | $103.0K | 0.01% | −105−17.8% | Reduced |
| RWM Asset Management, LLC | 487 | $103.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 493 | $104.0K | 0.03% | −8−1.6% | Reduced |
| Hoertkorn Richard Charles | 500 | $106.0K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 497 | $106.0K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 505 | $107.0K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 509 | $108.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 540 | $108.0K | 0.04% | −1,868−77.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 520 | $110.0K | 0.02% | −239−31.5% | Reduced |
| Operose Advisors LLC | 522 | $111.0K | 0.08% | +437+514.1% | Added |
| RPg Family Wealth Advisory, LLC | 537 | $114.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 541 | $115.0K | 0.01% | +541 | New |
| Kessler Investment Group, LLC | 554 | $118.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 554 | $118.0K | 0.01% | +29+5.5% | Added |
| Arcadia Investment Management Corp | 560 | $119.0K | 0.02% | 00.0% | Unchanged |
| Rock Creek Group, LP | 571 | $121.0K | 0.02% | −558−49.4% | Reduced |
| GHP Investment Advisors, Inc. | 572 | $121.0K | 0.01% | +572 | New |
| Capital Directions Investment Advisors, LLC | 578 | $123.0K | 0.04% | +578 | New |
| Addison Advisors LLC | 592 | $126.0K | 0.07% | +518+700.0% | Added |
| HHM Wealth Advisors, LLC | 624 | $132.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 621 | $132.0K | 0.09% | +186+42.8% | Added |
| Hanson & Doremus Investment Management | 626 | $133.0K | 0.03% | +161+34.6% | Added |
| Optimum Investment Advisors | 630 | $134.0K | 0.06% | +30+5.0% | Added |
| Blume Capital Management, Inc. | 630 | $134.0K | 0.04% | +30+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 636 | $135.0K | 0.04% | −38−5.6% | Reduced |
| Holloway Wealth Management, LLC | – | $136.0K | 0.04% | – | – |
| KB Financial Partners, LLC | 668 | $142.0K | 0.04% | −24−3.5% | Reduced |
| Kozak & Associates, Inc. | 712 | $143.0K | 0.09% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 680 | $144.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 692 | $147.0K | 0.04% | −352−33.7% | Reduced |
| Magnolia Capital Management Ltd | 700 | $149.0K | 0.12% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $149.0K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 720 | $153.0K | 0.05% | −18−2.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 733 | $156.0K | 0.00% | −94−11.4% | Reduced |
| Larson Financial Group LLC | 740 | $157.0K | 0.03% | −172−18.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 752 | $160.0K | 0.09% | 00.0% | Unchanged |
| Howe & Rusling Inc | 756 | $161.0K | 0.02% | +15+2.0% | Added |
| Monolith Advisors | 633 | $161.0K | 0.13% | 00.0% | Unchanged |
| TFC Financial Management | 765 | $162.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 780 | $166.0K | 0.05% | −178−18.6% | Reduced |
| Zullo Investment Group, Inc. | 783 | $166.0K | 0.09% | +105+15.5% | Added |