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 National Bank Sioux Falls | 1,366 | $290.0K | 0.30% | +53+4.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,370 | $291.0K | 0.26% | +143+11.7% | Added |
| Indiana Trust & Investment Management CO | 1,373 | $292.0K | 0.14% | −111−7.5% | Reduced |
| Wayfinding Financial, LLC | 1,721 | $292.0K | 0.24% | +79+4.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,376 | $292.0K | 0.32% | +276+25.1% | Added |
| Holderness Investments Co | 1,390 | $295.0K | 0.10% | −102−6.8% | Reduced |
| Lantz Financial LLC | 1,390 | $295.0K | 0.12% | +5+0.4% | Added |
| Pine Haven Investment Counsel, Inc | 1,390 | $295.0K | 0.29% | +345+33.0% | Added |
| Beacon Financial Advisory LLC | 1,393 | $296.0K | 0.14% | −148−9.6% | Reduced |
| Okabena Investment Services Inc | 1,394 | $296.0K | 0.13% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,396 | $296.0K | 0.12% | +17+1.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,394 | $296.0K | 0.16% | −4−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 1,397 | $297.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,622 | $297.0K | 0.06% | +1,622 | New |
| West Michigan Advisors, LLC | 1,409 | $299.0K | 0.21% | −37−2.6% | Reduced |
| Somerset Group LLC | 1,410 | $299.0K | 0.21% | +50+3.7% | Added |
| Windsor Group LTD | 1,523 | $300.0K | 0.06% | −1,380−47.5% | Reduced |
| Marino, Stram & Associates LLC | 1,412 | $300.0K | 0.09% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,416 | $300.0K | 0.13% | +108+8.3% | Added |
| AllSquare Wealth Management LLC | 1,411 | $300.0K | 0.18% | +353+33.4% | Added |
| Cypress Capital Management LLC (WY) | 1,420 | $301.0K | 0.36% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,414 | $301.0K | 0.04% | +271+23.7% | Added |
| IFG Advisory, LLC | 1,430 | $303.0K | 0.03% | +515+56.3% | Added |
| David Loasby | 1,541 | $304.0K | 0.04% | +284+22.6% | Added |
| Canton Hathaway, LLC | 1,438 | $305.0K | 0.09% | −4,426−75.5% | Reduced |
| KC Investment Advisors, LLC | 1,435 | $305.0K | 0.21% | +147+11.4% | Added |
| Forte Capital LLC | 1,199 | $305.0K | 0.04% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,436 | $305.0K | 0.04% | +628+77.7% | Added |
| Berger Financial Group, Inc | 1,441 | $306.0K | 0.04% | +492+51.8% | Added |
| VisionPoint Advisory Group, LLC | 1,913 | $307.0K | 0.14% | −14,044−88.0% | Reduced |
| Apriem Advisors | 1,450 | $308.0K | 0.05% | +350+31.8% | Added |
| SPC Financial, Inc. | 1,454 | $309.0K | 0.04% | −3,624−71.4% | Reduced |
| Busey Wealth Management | 1,454 | $309.0K | 0.01% | −57−3.8% | Reduced |
| Grandfield & Dodd, LLC | 1,481 | $310.0K | 0.02% | 00.0% | Unchanged |
| Well Done, LLC | 1,462 | $310.0K | 0.06% | +21+1.5% | Added |
| Journey Strategic Wealth LLC | 1,458 | $310.0K | 0.03% | +229+18.6% | Added |
| Formidable Asset Management, LLC | 1,464 | $311.0K | 0.06% | +100+7.3% | Added |
| Pensionmark Financial Group, LLC | 1,464 | $311.0K | 0.06% | +14+1.0% | Added |
| AMJ Financial Wealth Management | 1,469 | $312.0K | 0.13% | −12,328−89.4% | Reduced |
| Paladin Advisory Group, LLC | 1,474 | $312.0K | 0.25% | +1,474 | New |
| Sierra Capital LLC | 1,472 | $313.0K | 0.05% | −164−10.0% | Reduced |
| CCG Wealth Management, LLC | 1,475 | $313.0K | 0.15% | +477+47.8% | Added |
| Confluence Wealth Services, Inc. | 1,480 | $314.0K | 0.11% | +57+4.0% | Added |
| MONECO Advisors, LLC | 1,480 | $314.0K | 0.12% | +31+2.1% | Added |
| Terry L. Blaker | 1,477 | $314.0K | 0.03% | +293+24.7% | Added |
| Roman Butler Fullerton & Co | 1,483 | $315.0K | 0.15% | −5,642−79.2% | Reduced |
| Leavell Investment Management, Inc. | 1,482 | $315.0K | 0.02% | −762−34.0% | Reduced |
| New World Advisors LLC | 1,780 | $315.0K | 0.17% | +92+5.5% | Added |
| Janney Capital Management LLC | 1,482 | $315.0K | 0.02% | +91+6.5% | Added |
| Affinity Capital Advisors, LLC | 1,482 | $315.0K | 0.10% | +624+72.7% | Added |
| Accurate Wealth Management, LLC | 1,488 | $316.0K | 0.14% | +595+66.6% | Added |
| Lee Danner & Bass Inc | 1,489 | $316.0K | 0.03% | +1,489 | New |
| Golden Green, Inc. | 1,495 | $317.0K | 0.26% | −1,392−48.2% | Reduced |
| Heritage Wealth Advisors | 1,492 | $317.0K | 0.02% | −276−15.6% | Reduced |
| Notis-McConarty Edward | 1,500 | $318.0K | 0.11% | 00.0% | Unchanged |
| Northeast Investment Management | 1,503 | $319.0K | 0.02% | +39+2.7% | Added |
| Quad-Cities Investment Group, LLC | 1,502 | $319.0K | 0.20% | +50+3.4% | Added |
| Blue Barn Wealth, LLC | 1,502 | $319.0K | 0.22% | +57+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,504 | $319.0K | 0.18% | +190+14.5% | Added |
| Ford Financial Group, LLC | 1,505 | $319.0K | 0.12% | +232+18.2% | Added |
| Traynor Capital Management, Inc. | 1,509 | $320.0K | 0.04% | −413−21.5% | Reduced |
| Mengis Capital Management, Inc. | 1,510 | $320.0K | 0.06% | −22−1.4% | Reduced |
| Gamble Jones Investment Counsel | 1,515 | $322.0K | 0.02% | −900−37.3% | Reduced |
| Pegasus Partners Ltd. | 1,517 | $322.0K | 0.06% | −22−1.4% | Reduced |
| Convergence Investment Partners, LLC | 1,532 | $325.0K | 0.17% | −75−4.7% | Reduced |
| Guardian Wealth Advisors, LLC | 1,529 | $325.0K | 0.14% | +412+36.9% | Added |
| Wealth Architects, LLC | 1,537 | $326.0K | 0.06% | +65+4.4% | Added |
| Integrated Investment Consultants, LLC | 1,540 | $327.0K | 0.09% | −55−3.4% | Reduced |
| Silver Oak Securities, Inc | 1,658 | $327.0K | 0.07% | +1,658 | New |
| Global Retirement Partners, LLC | 2,081 | $327.0K | 0.03% | +2,081 | New |
| Cypress Point Wealth Management, LLC | 1,543 | $328.0K | 0.33% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,553 | $330.0K | 0.12% | −163−9.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,552 | $330.0K | 0.03% | +348+28.9% | Added |
| Cobblestone Capital Advisors LLC | 1,559 | $331.0K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,557 | $331.0K | 0.21% | +1,557 | New |
| CoreFirst Bank & Trust | 1,569 | $333.0K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,570 | $333.0K | 0.12% | +38+2.5% | Added |
| Rockland Trust Co | 1,572 | $334.0K | 0.02% | −70−4.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,570 | $334.0K | 0.05% | +140+9.8% | Added |
| Powers Advisory Group, LLC | 1,575 | $334.0K | 0.23% | +627+66.1% | Added |
| Kings Point Capital Management | 1,592 | $338.0K | 0.03% | −148−8.5% | Reduced |
| WMS Partners, LLC | 1,592 | $338.0K | 0.05% | +70+4.6% | Added |
| Tennessee Valley Asset Management Partners | 1,598 | $339.0K | 0.11% | −15−0.9% | Reduced |
| Crewe Advisors LLC | 1,601 | $340.0K | 0.07% | +150+10.3% | Added |
| Hill Island Financial LLC | 1,605 | $341.0K | 0.13% | +200+14.2% | Added |
| Latitude Advisors, LLC | 1,606 | $341.0K | 0.08% | +338+26.7% | Added |
| Sargent Bickham Lagudis LLC | 1,609 | $342.0K | 0.03% | +12+0.8% | Added |
| Valley National Advisers Inc | 1,617 | $343.0K | 0.07% | +6+0.4% | Added |
| L2 Asset Management, LLC | 1,621 | $344.0K | 0.21% | +261+19.2% | Added |
| Capital Performance Advisors LLP | 1,625 | $345.0K | 0.20% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,629 | $346.0K | 0.23% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,644 | $349.0K | 0.14% | +262+19.0% | Added |
| Syntax Advisors, LLC | 1,644 | $349.0K | 0.29% | +262+19.0% | Added |
| Wedge Capital Management L L P | 1,647 | $350.0K | 0.00% | +27+1.7% | Added |
| Opal Wealth Advisors, LLC | 1,655 | $351.0K | 0.31% | −225−12.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $351.0K | 0.15% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,653 | $351.0K | 0.06% | +27+1.7% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $352.0K | 0.86% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,665 | $353.5K | 0.06% | −1,573−48.6% | Reduced |
| Geneos Wealth Management Inc. | 1,668 | $354.0K | 0.02% | −181−9.8% | Reduced |