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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 794 | $169.0K | 0.02% | −2−0.3% | Reduced |
| First Command Bank | 794 | $169.0K | 0.02% | +243+44.1% | Added |
| Seldon Capital LP | 803 | $170.0K | 0.10% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 803 | $170.0K | 0.01% | +25+3.2% | Added |
| Carolinas Wealth Consulting LLC | 815 | $173.0K | 0.04% | −30−3.6% | Reduced |
| North Star Investment Management Corp. | 839 | $178.0K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 843 | $179.0K | 0.57% | −1,023−54.8% | Reduced |
| Rockbridge Investment Management, LCC | 854 | $181.3K | 0.03% | −595−41.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 858 | $182.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 893 | $190.0K | 0.13% | +635+246.1% | Added |
| Freemont Management S.A. | 898 | $191.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $191.0K | 0.29% | +200+28.6% | Added |
| Sandy Cove Advisors, LLC | 907 | $193.0K | 0.16% | +146+19.2% | Added |
| Wellspring Financial Advisors, LLC | 917 | $195.0K | 0.06% | −16−1.7% | Reduced |
| Banco de Sabadell, S.A | 900 | $195.0K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 918 | $195.0K | 0.04% | +20+2.2% | Added |
| Sage Private Wealth Group, LLC | 923 | $196.0K | 0.19% | +107+13.1% | Added |
| West Paces Advisors Inc. | 930 | $197.5K | 0.06% | +355+61.7% | Added |
| Neo Ivy Capital Management | 942 | $200.0K | 0.18% | +174+22.7% | Added |
| Vicus Capital | 946 | $201.0K | 0.02% | +946 | New |
| Waters Parkerson & Co., LLC | 956 | $203.0K | 0.01% | −733−43.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 958 | $203.0K | 0.07% | −49−4.9% | Reduced |
| MainStreet Investment Advisors LLC | 954 | $203.0K | 0.02% | +50+5.5% | Added |
| Altus Wealth Group LLC | 966 | $205.0K | 0.17% | +29+3.1% | Added |
| RBA Wealth Management, LLC | 971 | $206.0K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 976 | $207.0K | 0.14% | −272−21.8% | Reduced |
| Private Capital Group, LLC | 973 | $207.0K | 0.05% | −124−11.3% | Reduced |
| Breiter Capital Management Inc | 975 | $207.0K | 0.10% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 975 | $207.0K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 975 | $207.0K | 0.03% | +155+18.9% | Added |
| Bulltick Wealth Management, LLC | 979 | $207.9K | 0.05% | +979 | New |
| S.C. Financial Services, Inc. | 979 | $208.0K | 0.27% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 979 | $208.0K | 0.01% | +979 | New |
| FNY Investment Advisers, LLC | 982 | $208.0K | 0.20% | +982 | New |
| BCJ Capital Management, LLC | 980 | $208.0K | 0.02% | +980 | New |
| Orser Capital Management, LLC | 980 | $208.0K | 0.13% | +980 | New |
| Pictet North America Advisors SA | 983 | $209.0K | 0.02% | +52+5.6% | Added |
| Vise Technologies, Inc. | 990 | $210.0K | 0.08% | +990 | New |
| Chelsea Counsel Co | 994 | $211.0K | 0.09% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 992 | $211.0K | 0.01% | +16+1.6% | Added |
| Peachtree Investment Partners, LLC | 1,000 | $212.0K | 0.10% | −7−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 1,000 | $212.0K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $212.0K | 0.01% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 800 | $212.0K | 0.03% | −135−14.4% | Reduced |
| Bigelow Investment Advisors, LLC | 1,004 | $213.0K | 0.10% | +1,004 | New |
| Thompson Investment Management, Inc. | 1,006 | $214.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,009 | $214.0K | 0.04% | +579+134.7% | Added |
| Sora Investors LLC | 1,007 | $214.0K | 0.10% | +1,007 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,013 | $215.0K | 0.07% | −15−1.5% | Reduced |
| Triton Wealth Management, PLLC | 1,008 | $215.0K | 0.11% | 00.0% | Unchanged |
| Cadinha & Co LLC | 1,016 | $216.0K | 0.03% | −3,034−74.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,017 | $216.0K | 0.02% | −403−28.4% | Reduced |
| Veracity Capital LLC | 1,019 | $216.0K | 0.09% | −28−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 987 | $216.0K | 0.00% | −135−12.0% | Reduced |
| NEIRG Wealth Management, LLC | 1,017 | $216.0K | 0.04% | +201+24.6% | Added |
| Douglas Lane & Associates, LLC | 1,021 | $217.0K | 0.00% | −44−4.1% | Reduced |
| Nichols & Pratt Advisers LLP | 1,020 | $217.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,027 | $218.0K | 0.02% | −27−2.6% | Reduced |
| O'Rourke & Company, Inc | 1,025 | $218.0K | 0.15% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,030 | $219.0K | 0.02% | +9+0.9% | Added |
| Coastal Bridge Advisors, LLC | 1,037 | $220.0K | 0.05% | −157−13.1% | Reduced |
| Cottage Street Advisors LLC | 1,035 | $220.0K | 0.13% | +4+0.4% | Added |
| Weik Capital Management | 1,040 | $221.0K | 0.09% | −495−32.2% | Reduced |
| Washington Trust Bank | 1,039 | $221.0K | 0.03% | +2+0.2% | Added |
| Loveless Wealth Management LLC | 1,040 | $221.0K | 0.12% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,044 | $222.0K | 0.14% | −12−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,049 | $223.0K | 0.06% | −226−17.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,052 | $223.0K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,048 | $223.0K | 0.14% | +50+5.0% | Added |
| Crescent Grove Advisors, LLC | 1,049 | $223.0K | 0.02% | +245+30.5% | Added |
| Glassman Wealth Services | 1,048 | $223.0K | 0.04% | +286+37.5% | Added |
| Single Point Partners, LLC | 1,050 | $223.0K | 0.06% | +1,050 | New |
| Endurance Wealth Management, Inc. | 1,054 | $224.0K | 0.03% | −175−14.2% | Reduced |
| Gyon Technologies Capital Management, LP | 1,062 | $225.0K | 0.16% | −7,658−87.8% | Reduced |
| Oxford Financial Group Ltd | 1,061 | $225.0K | 0.03% | −2,220−67.7% | Reduced |
| Gray Wealth Management Inc. | 1,063 | $226.0K | 0.12% | +50+4.9% | Added |
| Sofos Investments, Inc. | 1,103 | $227.0K | 0.02% | −2,881−72.3% | Reduced |
| TTP Investments, Inc. | 1,070 | $227.0K | 0.23% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,071 | $227.0K | 0.07% | +8+0.8% | Added |
| XR Securities LLC | 1,071 | $227.0K | 0.05% | +1,071 | New |
| Southland Equity Partners LLC | 1,073 | $227.8K | 0.09% | +39+3.8% | Added |
| Capital Investment Counsel, Inc | 1,075 | $228.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,076 | $228.0K | 0.06% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,072 | $228.0K | 0.05% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,074 | $228.0K | 0.43% | 00.0% | Unchanged |
| Core Alternative Capital | 1,077 | $229.0K | 0.06% | +775+256.6% | Added |
| Successful Portfolios LLC | 1,085 | $230.0K | 0.13% | +139+14.7% | Added |
| Summit Financial Wealth Advisors, LLC | 1,085 | $230.0K | 0.05% | +1,085 | New |
| Oak Asset Management, LLC | 1,088 | $231.0K | 0.09% | +5+0.5% | Added |
| WealthPLAN Partners, LLC | 1,311 | $231.0K | 0.02% | +241+22.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,086 | $231.0K | 0.18% | +124+12.9% | Added |
| WealthPlan Investment Management, LLC | 1,311 | $231.0K | 0.02% | +1,311 | New |
| Activest Wealth Management | 1,092 | $232.0K | 0.15% | +724+196.7% | Added |
| CV Advisors LLC | 1,100 | $233.0K | 0.17% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 1,096 | $233.0K | 0.12% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,102 | $233.0K | 0.02% | +1,102 | New |
| Triumph Capital Management | 1,099 | $233.0K | 0.10% | +1,099 | New |
| Ategra Capital Management, LLC | 1,106 | $234.8K | 0.11% | +34+3.2% | Added |
| Epiq Partners, LLC | 1,107 | $235.0K | 0.13% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,107 | $235.0K | 0.07% | +255+29.9% | Added |