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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 2,180 | $463.0K | 0.43% | +2,180 | New |
| Fortem Financial Group, LLC | 2,190 | $465.0K | 0.20% | −1,100−33.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,194 | $466.0K | 0.01% | −1,191−35.2% | Reduced |
| Journey Advisory Group, LLC | 2,194 | $466.0K | 0.12% | +77+3.6% | Added |
| Crumly & Associates Inc. | 2,197 | $466.0K | 0.17% | +124+6.0% | Added |
| Two Sigma Advisers, LP | 2,200 | $467.0K | 0.00% | +2,200 | New |
| TKG Advisors, LLC | 2,206 | $468.0K | 0.37% | −2,037−48.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,919 | $468.0K | 0.06% | −765−20.8% | Reduced |
| Cooper Financial Group | 2,205 | $468.0K | 0.18% | +237+12.0% | Added |
| Andesa Financial Management Inc. | 2,207 | $469.0K | 0.25% | +100+4.7% | Added |
| Truvestments Capital LLC | 2,218 | $471.0K | 0.26% | +40+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,218 | $471.0K | 0.08% | +125+6.0% | Added |
| HighTower Trust Services, LTA | 2,218 | $471.0K | 0.04% | +245+12.4% | Added |
| Doliver Advisors, LP | 2,219 | $471.0K | 0.15% | +244+12.4% | Added |
| Boyd Watterson Asset Management LLC | 2,220 | $471.0K | 0.17% | +1,118+101.5% | Added |
| Marcum Wealth, LLC | 2,222 | $472.0K | 0.07% | −737−24.9% | Reduced |
| Texas Yale Capital Corp. | 2,224 | $472.0K | 0.03% | −80−3.5% | Reduced |
| Hengehold Capital Management LLC | 2,223 | $472.0K | 0.06% | −4−0.2% | Reduced |
| Baldwin Brothers Inc | 2,222 | $472.0K | 0.05% | +680+44.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,228 | $473.0K | 0.03% | −430−16.2% | Reduced |
| Adviser Investments LLC | 2,229 | $473.0K | 0.03% | −25−1.1% | Reduced |
| Credential Qtrade Securities Inc. | 2,228 | $473.0K | 0.03% | +223+11.1% | Added |
| Greenwich Wealth Management LLC | 2,230 | $474.0K | 0.05% | −122−5.2% | Reduced |
| IVC Wealth Advisors LLC | 2,238 | $475.0K | 0.31% | +444+24.7% | Added |
| ArrowMark Colorado Holdings LLC | 2,242 | $476.0K | 0.00% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,253 | $478.0K | 0.03% | −6−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,252 | $478.0K | 0.14% | +79+3.6% | Added |
| Appleton Partners Inc | 2,257 | $479.0K | 0.04% | +652+40.6% | Added |
| GSB Wealth Management, LLC | 2,262 | $480.0K | 0.14% | −200−8.1% | Reduced |
| Delphia (USA) Inc. | 2,264 | $481.0K | 0.36% | −446−16.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,271 | $482.0K | 0.05% | −2,343−50.8% | Reduced |
| Am Investment Strategies LLC | 2,269 | $482.0K | 0.13% | +117+5.4% | Added |
| Parkside Financial Bank & Trust | 2,281 | $484.0K | 0.13% | −9−0.4% | Reduced |
| Cim Investment Mangement Inc | 2,286 | $485.0K | 0.16% | −2−0.1% | Reduced |
| Accel Wealth Management | 2,286 | $485.0K | 0.25% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,284 | $485.0K | 0.12% | +579+34.0% | Added |
| Carret Asset Management, LLC | 2,295 | $487.0K | 0.06% | +203+9.7% | Added |
| Revolve Wealth Partners, LLC | 2,299 | $488.0K | 0.14% | −49−2.1% | Reduced |
| Parkside Advisors LLC | 2,299 | $488.0K | 0.15% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,300 | $488.0K | 0.45% | 00.0% | Unchanged |
| First Financial Corp | 2,305 | $489.0K | 0.30% | −35−1.5% | Reduced |
| CenterBook Partners LP | 2,302 | $489.0K | 0.17% | +2,302 | New |
| ASB Consultores, LLC | 2,310 | $490.0K | 0.21% | +491+27.0% | Added |
| Tradition Wealth Management, LLC | 2,319 | $492.0K | 0.06% | −322−12.2% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,319 | $492.0K | 0.54% | +2,319 | New |
| Delta Financial Advisors LLC | 2,320 | $493.0K | 0.21% | +38+1.7% | Added |
| BKD Wealth Advisors, LLC | 2,327 | $494.0K | 0.02% | +139+6.4% | Added |
| Childress Capital Advisors, LLC | 2,340 | $496.0K | 0.17% | +414+21.5% | Added |
| Sterling Investment Counsel, LLC | 2,337 | $496.0K | 0.33% | +1,272+119.4% | Added |
| Essex LLC | 2,341 | $497.0K | 0.13% | −40−1.7% | Reduced |
| Bellecapital International Ltd. | 2,349 | $499.0K | 0.16% | −560−19.3% | Reduced |
| Ssi Investment Management LLC | 2,345 | $499.0K | 0.03% | +789+50.7% | Added |
| Sutton Wealth Advisors Inc. | 2,357 | $500.4K | 0.17% | +21+0.9% | Added |
| Financial Advisory Corp | 2,359 | $501.0K | 0.27% | −53−2.2% | Reduced |
| Conway Capital Management, Inc. | 2,360 | $501.1K | 0.32% | −200−7.8% | Reduced |
| Financial Advisory Service, Inc. | 2,365 | $502.0K | 0.05% | +8+0.3% | Added |
| Eudaimonia Partners, LLC | 2,368 | $503.0K | 0.09% | +2,368 | New |
| Eagle Strategies LLC | 2,372 | $504.0K | 0.20% | −450−15.9% | Reduced |
| Meridian Investment Counsel Inc. | 2,373 | $504.0K | 0.18% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,398 | $508.0K | 0.00% | −141−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,395 | $508.0K | 0.12% | −87−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,392 | $508.0K | 0.07% | +1,192+99.3% | Added |
| Harvey Capital Management Inc | 2,400 | $509.0K | 0.16% | 00.0% | Unchanged |
| David J Yvars Group | 2,400 | $510.0K | 0.35% | −85−3.4% | Reduced |
| Associated Banc-Corp | 2,401 | $510.0K | 0.02% | +31+1.3% | Added |
| Hodges Capital Management Inc. | 2,400 | $510.0K | 0.04% | +700+41.2% | Added |
| Jeneq Management, LP | 2,400 | $510.0K | 0.13% | +2,400 | New |
| Independent Solutions Wealth Management, LLC | 2,405 | $510.6K | 0.13% | +123+5.4% | Added |
| Choate Investment Advisors | 2,414 | $512.0K | 0.03% | +15+0.6% | Added |
| InterOcean Capital Group, LLC | 2,428 | $516.0K | 0.02% | +3+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,447 | $520.0K | 0.63% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,453 | $521.0K | 0.02% | −1,706−41.0% | Reduced |
| Key Financial Inc | 2,481 | $527.0K | 0.26% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,496 | $530.0K | 0.00% | +66+2.7% | Added |
| G&S Capital LLC | 2,503 | $531.0K | 0.28% | −2,019−44.6% | Reduced |
| IvyRock Asset Management (HK) Ltd | 2,500 | $531.0K | 0.38% | +2,500 | New |
| Vista Wealth Management Group, LLC | 2,506 | $532.0K | 0.08% | −9−0.4% | Reduced |
| FirstPurpose Wealth LLC | 2,518 | $535.0K | 0.42% | +217+9.4% | Added |
| Atticus Wealth Management, LLC | 2,518 | $535.0K | 0.20% | +387+18.2% | Added |
| Valmark Advisers, Inc. | 2,527 | $537.0K | 0.01% | +144+6.0% | Added |
| Stratos Wealth Advisors, LLC | 2,533 | $538.0K | 0.04% | −1,091−30.1% | Reduced |
| Periscope Capital Inc. | 2,536 | $538.0K | 0.01% | −64−2.5% | Reduced |
| Roberts Glore & Co Inc | 2,557 | $543.0K | 0.16% | +824+47.5% | Added |
| Riverstone Advisors, LLC | 2,568 | $545.0K | 0.28% | +259+11.2% | Added |
| Mason & Associates Inc | 2,565 | $545.0K | 0.17% | +545+27.0% | Added |
| Keystone Financial Group | 2,568 | $545.0K | 0.09% | +2,568 | New |
| Fulcrum Capital LLC | 2,573 | $546.0K | 0.15% | −313−10.8% | Reduced |
| Brown Advisory Securities, LLC | 2,582 | $549.0K | 0.32% | −1,231−32.3% | Reduced |
| Beaumont Financial Partners, LLC | 2,587 | $551.0K | 0.04% | +173+7.2% | Added |
| Hussman Strategic Advisors, Inc. | 2,600 | $552.0K | 0.11% | +2,600 | New |
| Pinnacle Private Wealth, LLC | 2,604 | $553.0K | 0.17% | −395−13.2% | Reduced |
| XTX Topco Ltd | 2,617 | $556.0K | 0.24% | +356+15.7% | Added |
| Resurgent Financial Advisors LLC | 2,639 | $560.0K | 0.36% | +2,639 | New |
| First Nebraska Trust Co | 2,642 | $560.9K | 0.07% | 00.0% | Unchanged |
| Park National Corp | 2,663 | $565.0K | 0.02% | +72+2.8% | Added |
| Bowman & Co S.C. | 2,666 | $566.0K | 0.44% | +112+4.4% | Added |
| Castle Rock Wealth Management, LLC | 2,980 | $570.0K | 0.26% | −677−18.5% | Reduced |
| Prudent Man Advisors, LLC | 2,693 | $572.0K | 0.23% | −120−4.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,695 | $572.0K | 0.27% | +218+8.8% | Added |
| Geller Advisors LLC | 2,698 | $573.0K | 0.11% | +108+4.2% | Added |