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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 1,110 | $236.0K | 0.02% | −239−17.7% | Reduced |
| Opes Wealth Management LLC | 1,111 | $236.0K | 0.08% | +10+0.9% | Added |
| Cornerstone Advisory, LLC | 1,117 | $237.0K | 0.04% | −704−38.7% | Reduced |
| Emfo, LLC | 1,117 | $237.0K | 0.22% | −700−38.5% | Reduced |
| David R. Rahn & Associates Inc. | 1,349 | $237.0K | 0.09% | +100+8.0% | Added |
| Fortress Wealth Group, LLC | 1,114 | $237.0K | 0.18% | −286−20.4% | Reduced |
| Financial Advisors Network, Inc. | 1,116 | $237.0K | 0.06% | −14−1.2% | Reduced |
| Fort Pitt Capital Group, LLC | 1,117 | $237.0K | 0.01% | +209+23.0% | Added |
| City State Bank | 1,117 | $237.0K | 0.14% | +450+67.5% | Added |
| Good Life Advisors, LLC | 1,122 | $238.0K | 0.03% | −10,764−90.6% | Reduced |
| JSF Financial, LLC | 1,123 | $238.0K | 0.10% | +6+0.5% | Added |
| Clear Creek Financial Management, LLC | 1,126 | $239.0K | 0.04% | −164−12.7% | Reduced |
| Soltis Investment Advisors LLC | 1,133 | $240.0K | 0.03% | +66+6.2% | Added |
| Security National Bank of So Dak | 1,135 | $241.0K | 0.17% | −3−0.3% | Reduced |
| Adirondack Trust Co | 1,133 | $241.0K | 0.11% | +175+18.3% | Added |
| United Asset Strategies, Inc. | 1,142 | $242.0K | 0.03% | −12−1.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $242.0K | 0.20% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,140 | $242.0K | 0.03% | +1,140 | New |
| Naples Global Advisors, LLC | 1,146 | $243.0K | 0.03% | −75−6.1% | Reduced |
| First Affirmative Financial Network | 1,147 | $243.0K | 0.23% | +149+14.9% | Added |
| Tufton Capital Management | 1,150 | $244.0K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,150 | $244.0K | 0.03% | +49+4.5% | Added |
| Private Advisory Group LLC | 1,150 | $244.0K | 0.05% | +291+33.9% | Added |
| First Growth Investment Manager LP | 1,150 | $244.0K | 0.25% | +1,150 | New |
| Angeles Investment Advisors, LLC | 1,155 | $245.0K | 0.02% | −2,143−65.0% | Reduced |
| Everhart Financial Group, Inc. | 1,152 | $245.0K | 0.14% | −666−36.6% | Reduced |
| Strategy Asset Managers LLC | 1,154 | $245.0K | 0.05% | −651−36.1% | Reduced |
| Frisch Financial Group, Inc. | 1,152 | $245.0K | 0.08% | −475−29.2% | Reduced |
| Clarity Wealth Advisors, LLC | 1,156 | $245.0K | 0.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,153 | $245.0K | 0.03% | +14+1.2% | Added |
| Warren Averett Asset Management, LLC | 1,161 | $247.0K | 0.02% | −199−14.6% | Reduced |
| Cordasco Financial Network | 1,164 | $247.0K | 0.16% | +100+9.4% | Added |
| Coastline Trust Co | 1,170 | $248.0K | 0.03% | −450−27.8% | Reduced |
| Wealth Effects LLC | 1,170 | $248.0K | 0.12% | +15+1.3% | Added |
| Morris Retirement Advisors, LLC | 1,170 | $248.0K | 0.19% | +27+2.4% | Added |
| HCR Wealth Advisors | 1,167 | $248.0K | 0.04% | +68+6.2% | Added |
| Diamant Asset Management, Inc. | 1,170 | $248.0K | 0.19% | +250+27.2% | Added |
| Monticello Wealth Management, LLC | 1,171 | $249.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 1,174 | $249.0K | 0.04% | +916+355.0% | Added |
| Front Row Advisors LLC | 1,176 | $250.0K | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 1,181 | $251.0K | 0.03% | −353−23.0% | Reduced |
| LexAurum Advisors, LLC | 1,184 | $251.0K | 0.08% | −85−6.7% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $251.0K | 0.17% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,180 | $251.0K | 0.24% | +25+2.2% | Added |
| WBH Advisory Inc | 1,362 | $253.0K | 0.03% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,191 | $253.0K | 0.02% | +267+28.9% | Added |
| Infrastructure Capital Advisors, LLC | 1,191 | $253.0K | 0.04% | +1,191 | New |
| Klingman & Associates, LLC | 1,200 | $255.0K | 0.02% | −402−25.1% | Reduced |
| qPULA Trading Management LP | 1,200 | $255.0K | 0.34% | +1,200 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,205 | $256.0K | 0.07% | +61+5.3% | Added |
| Beck Bode, LLC | 1,205 | $256.0K | 0.06% | +1,205 | New |
| TCG Advisory Services, LLC | 1,209 | $257.0K | 0.07% | −460−27.6% | Reduced |
| Leisure Capital Management | 1,213 | $258.0K | 0.13% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,213 | $258.0K | 0.22% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,219 | $259.0K | 0.09% | +1,219 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,225 | $260.0K | 0.09% | −2,233−64.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,224 | $260.0K | 0.13% | 00.0% | Unchanged |
| Eidelman Virant Capital | 1,225 | $260.0K | 0.14% | +37+3.1% | Added |
| Peddock Capital Advisors, LLC | 1,229 | $261.0K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,236 | $262.0K | 0.23% | −113−8.4% | Reduced |
| Lion Street Advisors, LLC | 1,239 | $262.0K | 0.13% | +25+2.1% | Added |
| Smith, Moore & Co. | 1,234 | $262.0K | 0.04% | +98+8.6% | Added |
| Cadence Bank NA | 1,244 | $264.0K | 0.07% | −33−2.6% | Reduced |
| Wellington Shields & Co., LLC | 1,246 | $265.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 1,247 | $265.0K | 0.12% | +1,247 | New |
| Phocas Financial Corp. | 1,255 | $266.0K | 0.03% | −45−3.5% | Reduced |
| Princeton Capital Management LLC | 1,254 | $266.0K | 0.08% | +50+4.2% | Added |
| American National Bank | 1,255 | $266.0K | 0.05% | +131+11.7% | Added |
| Aveo Capital Partners, LLC | 1,256 | $267.0K | 0.05% | −16−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,258 | $267.0K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,264 | $268.4K | 0.05% | +1,264 | New |
| DFPG Investments, LLC | 1,438 | $269.0K | 0.10% | −382−21.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,269 | $270.0K | 0.13% | +141+12.5% | Added |
| Parisi Gray Wealth Management | 1,274 | $270.0K | 0.11% | +456+55.7% | Added |
| RSM US Wealth Management LLC | 1,286 | $273.0K | 0.01% | −987−43.4% | Reduced |
| Sage Mountain Advisors LLC | 1,287 | $273.0K | 0.04% | −439−25.4% | Reduced |
| Ledyard National Bank | 1,284 | $273.0K | 0.03% | −55−4.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,294 | $275.0K | 0.01% | +592+84.3% | Added |
| CastleKnight Management LP | 1,300 | $276.0K | 0.08% | +1,300 | New |
| Polaris Wealth Advisory Group, LLC | 1,382 | $277.0K | 0.02% | −35,740−96.3% | Reduced |
| Zhang Financial LLC | 1,305 | $277.0K | 0.05% | +75+6.1% | Added |
| AlphaCore Capital LLC | 1,303 | $277.0K | 0.11% | +1,303 | New |
| Evanson Asset Management, LLC | 1,309 | $278.0K | 0.03% | +218+20.0% | Added |
| Hexagon Capital Partners LLC | 1,311 | $278.0K | 0.07% | +303+30.1% | Added |
| Solidarilty Wealth, LLC | 1,454 | $278.0K | 0.16% | +1,454 | New |
| Consolidated Capital Management, LLC | 1,325 | $281.0K | 0.13% | +8+0.6% | Added |
| Total Clarity Wealth Management, Inc. | 1,324 | $281.0K | 0.15% | +33+2.6% | Added |
| Retirement Income Solutions, Inc | 1,330 | $282.0K | 0.08% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,326 | $282.0K | 0.28% | +32+2.5% | Added |
| Titleist Asset Management, Ltd. | 1,333 | $283.0K | 0.06% | −26−1.9% | Reduced |
| Summit X, LLC | 1,344 | $284.0K | 0.07% | −98−6.8% | Reduced |
| Parametrica Management Ltd | 1,347 | $286.0K | 0.21% | −2,758−67.2% | Reduced |
| Dohj, LLC | 1,348 | $286.0K | 0.14% | −2,510−65.1% | Reduced |
| CNB Bank | 1,346 | $286.0K | 0.16% | −21−1.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,345 | $286.0K | 0.02% | +149+12.5% | Added |
| Gill Capital Partners, LLC | 1,348 | $286.0K | 0.13% | +1,348 | New |
| Arvest Trust Co N A | 1,350 | $287.0K | 0.02% | −107−7.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,353 | $287.0K | 0.11% | +167+14.1% | Added |
| CoreCap Advisors, LLC | 1,358 | $288.0K | 0.02% | −3,643−72.8% | Reduced |
| Waddell & Associates, LLC | 1,354 | $288.0K | 0.05% | −20−1.5% | Reduced |