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 |
|---|---|---|---|---|---|
| Twin Focus Capital Partners, LLC | 1,668 | $354.0K | 0.07% | −5−0.3% | Reduced |
| Aevitas Wealth Management, Inc. | 1,679 | $356.0K | 0.22% | −722−30.1% | Reduced |
| True North Advisors, LLC | 1,681 | $356.0K | 0.10% | −701−29.4% | Reduced |
| Avenue 1 Advisors, LLC | 1,680 | $357.0K | 0.20% | +237+16.4% | Added |
| Gsa Capital Partners LLP | 1,693 | $359.0K | 0.05% | +1,693 | New |
| Sovereign Financial Group, Inc. | 1,695 | $360.0K | 0.13% | +96+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 1,698 | $361.0K | 0.13% | +1,698 | New |
| Morse Asset Management, Inc | 1,705 | $362.0K | 0.09% | −2,170−56.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,703 | $362.0K | 0.22% | +201+13.4% | Added |
| JNBA Financial Advisors | 1,712 | $363.0K | 0.05% | +35+2.1% | Added |
| Lakeview Capital Partners, LLC | 1,714 | $364.0K | 0.19% | −185−9.7% | Reduced |
| Ionic Capital Management LLC | 1,715 | $364.0K | 0.05% | +1,715 | New |
| Boston Trust Walden Corp | 1,717 | $365.0K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,723 | $365.0K | 0.38% | +1,723 | New |
| Mattern Wealth Management LLC | 1,724 | $366.0K | 0.12% | +50+3.0% | Added |
| Austin Private Wealth, LLC | 1,727 | $367.0K | 0.07% | +44+2.6% | Added |
| Poehling Capital Management, LLC | 1,734 | $368.0K | 0.11% | +684+65.1% | Added |
| First Pacific Advisors, LP | 1,745 | $370.0K | 0.00% | −3,380−66.0% | Reduced |
| Pacific Center for Financial Services | 1,746 | $371.0K | 0.13% | −10−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 1,746 | $371.0K | 0.14% | +1,746 | New |
| Evermay Wealth Management LLC | 1,750 | $372.0K | 0.06% | −195−10.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,750 | $372.0K | 0.05% | +83+5.0% | Added |
| Fort Sheridan Advisors LLC | 1,759 | $373.0K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,763 | $374.0K | 0.13% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,760 | $374.0K | 0.56% | 00.0% | Unchanged |
| AIA Group Ltd | 1,766 | $375.0K | 0.02% | −9,278−84.0% | Reduced |
| SkyView Investment Advisors, LLC | 2,178 | $376.0K | 0.09% | −1,981−47.6% | Reduced |
| DeDora Capital, Inc. | 1,773 | $376.0K | 0.15% | +1,773 | New |
| Parker Investment Management, LLC | 1,776 | $377.0K | 0.06% | +120+7.2% | Added |
| Tradewinds Capital Management, LLC | 1,783 | $379.0K | 0.06% | −134−7.0% | Reduced |
| Modera Wealth Management, LLC | 1,795 | $381.0K | 0.02% | −3,054−63.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,793 | $381.0K | 0.19% | −124−6.5% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $382.0K | 0.09% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,806 | $383.0K | 0.08% | +365+25.3% | Added |
| Sustainable Insight Capital Management, LLC | 1,808 | $384.0K | 0.27% | +40+2.3% | Added |
| Legacy Financial Advisors, Inc. | 1,814 | $385.0K | 0.09% | −410−18.4% | Reduced |
| Fosun International Ltd | 1,800 | $387.0K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,832 | $389.0K | 0.10% | +165+9.9% | Added |
| Future Fund LLC | 1,836 | $390.0K | 0.47% | +139+8.2% | Added |
| Silvercrest Asset Management Group LLC | 1,856 | $394.0K | 0.00% | −767−29.2% | Reduced |
| First Heartland Consultants, Inc. | 1,860 | $394.0K | 0.06% | −662−26.2% | Reduced |
| KWB Wealth | 1,559 | $396.0K | 0.07% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,868 | $396.6K | 0.23% | +408+27.9% | Added |
| Arete Wealth Advisors, LLC | 1,875 | $398.0K | 0.03% | −536−22.2% | Reduced |
| Wolverine Asset Management LLC | 1,881 | $399.0K | 0.00% | −19,678−91.3% | Reduced |
| Keel Point, LLC | 1,879 | $399.0K | 0.06% | −670−26.3% | Reduced |
| Concord Wealth Partners | 1,884 | $400.0K | 0.10% | +502+36.3% | Added |
| Great Lakes Advisors, LLC | 1,890 | $401.0K | 0.01% | −1,598−45.8% | Reduced |
| Citizens National Bank Trust Department | 2,280 | $401.0K | 0.16% | +2,280 | New |
| Absolute Capital Management, LLC | 1,900 | $403.0K | 0.48% | −3,800−66.7% | Reduced |
| United Maritime Capital LLC | 1,900 | $403.0K | 1.10% | −904−32.2% | Reduced |
| C2C Wealth Management, LLC | 2,136 | $403.0K | 0.07% | −535−20.0% | Reduced |
| PAX Financial Group, LLC | 1,898 | $403.0K | 0.09% | −700−26.9% | Reduced |
| Ancora Advisors, LLC | 1,903 | $404.0K | 0.01% | −538−22.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,911 | $406.0K | 0.03% | −2,331−55.0% | Reduced |
| Patron Partners Advisors, LLC | 1,917 | $407.0K | 0.28% | −822−30.0% | Reduced |
| PDS Planning, Inc | 1,924 | $409.0K | 0.07% | −71−3.6% | Reduced |
| Catalyst Private Wealth, LLC | 1,926 | $409.0K | 0.20% | −52−2.6% | Reduced |
| Proficio Capital Partners LLC | 1,929 | $410.0K | 0.06% | −1,043−35.1% | Reduced |
| Salvus Wealth Management, LLC | 1,932 | $410.0K | 0.31% | +252+15.0% | Added |
| Hyperion Capital Advisors LP | 1,934 | $411.0K | 0.16% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,945 | $413.0K | 0.02% | −285−12.8% | Reduced |
| Curated Wealth Partners LLC | 1,629 | $413.0K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,943 | $413.0K | 0.11% | +1,943 | New |
| Echo45 Advisors LLC | 1,962 | $417.0K | 0.33% | −655−25.0% | Reduced |
| Corton Capital Inc. | 1,999 | $424.0K | 0.18% | +1,999 | New |
| Parthenon LLC | 2,000 | $425.0K | 0.06% | +350+21.2% | Added |
| Golden State Equity Partners | 2,004 | $425.0K | 0.21% | +668+50.0% | Added |
| Prestige Wealth Management Group LLC | 2,002 | $425.0K | 0.10% | +1,072+115.3% | Added |
| Alley Investment Management Company, LLC | 2,000 | $425.0K | 0.07% | +2,000 | New |
| Calton & Associates, Inc. | 2,008 | $426.0K | 0.13% | +24+1.2% | Added |
| State of Wyoming | 2,013 | $427.0K | 0.21% | −26−1.3% | Reduced |
| WealthBridge Capital Management, LLC | 2,025 | $430.0K | 0.16% | +6+0.3% | Added |
| Angeles Wealth Management, LLC | 2,027 | $430.0K | 0.08% | +2,027 | New |
| Hemenway Trust Co LLC | 2,031 | $431.0K | 0.04% | −65−3.1% | Reduced |
| Secure Asset Management, LLC | 2,031 | $431.0K | 0.19% | +747+58.2% | Added |
| Garner Asset Management Corp | 2,039 | $433.0K | 0.17% | +70+3.6% | Added |
| James Hambro & Partners | 2,050 | $436.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 2,060 | $437.0K | 0.00% | −2,658−56.3% | Reduced |
| Kavar Capital Partners Group, LLC | 2,063 | $438.0K | 0.09% | +170+9.0% | Added |
| WNY Asset Management, LLC | 2,078 | $440.0K | 0.14% | −264−11.3% | Reduced |
| Evolution Wealth Advisors, LLC | 2,066 | $443.0K | 0.09% | −223−9.7% | Reduced |
| Main Street Research LLC | 2,085 | $443.0K | 0.04% | +410+24.5% | Added |
| Reuter James Wealth Management, LLC | 2,090 | $444.0K | 0.18% | −41−1.9% | Reduced |
| Benjamin Edwards Inc | 2,102 | $446.0K | 0.13% | +551+35.5% | Added |
| West Oak Capital, LLC | 2,105 | $447.0K | 0.20% | −125−5.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,104 | $447.0K | 0.13% | +18+0.9% | Added |
| Fieldpoint Private Securities, LLC | 2,114 | $449.0K | 0.09% | +228+12.1% | Added |
| Jeppson Wealth Management, LLC | 2,118 | $449.0K | 0.21% | +634+42.7% | Added |
| McDonald Partners LLC | 2,123 | $451.0K | 0.10% | −3,577−62.8% | Reduced |
| Oakworth Capital, Inc. | 2,122 | $451.0K | 0.04% | +105+5.2% | Added |
| Arlington Partners LLC | 2,138 | $454.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,139 | $454.0K | 0.11% | +422+24.6% | Added |
| Ergoteles LLC | 2,144 | $455.0K | 0.02% | +2,144 | New |
| Parsec Financial Management, Inc. | 2,151 | $457.0K | 0.02% | −138−6.0% | Reduced |
| Blue Fin Capital, Inc. | 2,157 | $457.0K | 0.13% | +253+13.3% | Added |
| IFG Advisors, LLC | 2,158 | $458.0K | 0.20% | −10.0% | Reduced |
| Venturi Wealth Management, LLC | 2,157 | $458.0K | 0.04% | +268+14.2% | Added |
| Anchor Investment Management, LLC | 2,178 | $462.4K | 0.06% | −83−3.7% | Reduced |
| Aire Advisors, LLC | 2,181 | $463.0K | 0.17% | +458+26.6% | Added |