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 |
|---|---|---|---|---|---|
| Sonata Capital Group Inc | 2,707 | $575.0K | 0.25% | +13+0.5% | Added |
| Sonora Investment Management Group, LLC | 2,715 | $577.0K | 0.07% | +180+7.1% | Added |
| First Citizens Bank & Trust Co | 2,725 | $579.0K | 0.02% | +1,176+75.9% | Added |
| Redwood Investments, LLC | 2,758 | $586.0K | 0.06% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 2,763 | $587.0K | 0.43% | +2,763 | New |
| Strategic Wealth Partners, Ltd. | 2,768 | $588.0K | 0.11% | +127+4.8% | Added |
| Capital Asset Advisory Services LLC | 2,777 | $590.0K | 0.06% | −497−15.2% | Reduced |
| H. L. Ormond & Company, LLC | 2,778 | $590.0K | 0.72% | −59−2.1% | Reduced |
| Juncture Wealth Strategies, LLC | 2,797 | $594.0K | 0.28% | −853−23.4% | Reduced |
| Sunflower Bank, N.A. | 2,801 | $595.0K | 0.08% | +247+9.7% | Added |
| Saiph Capital, LLC | 2,806 | $595.8K | 0.40% | +155+5.8% | Added |
| Davis R M Inc | 2,813 | $597.0K | 0.01% | −116−4.0% | Reduced |
| S&CO Inc | 2,821 | $598.0K | 0.04% | +590+26.4% | Added |
| Gradient Investments LLC | 2,821 | $599.0K | 0.02% | +962+51.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,829 | $601.0K | 0.09% | +2,829 | New |
| Investors Research Corp | 2,834 | $602.0K | 0.17% | +2,561+938.1% | Added |
| Cumberland Partners Ltd | 2,850 | $605.0K | 0.05% | +2,850 | New |
| Teza Capital Management LLC | 2,859 | $607.0K | 0.23% | −3,634−56.0% | Reduced |
| Pitti Group Wealth Management, LLC | 2,860 | $607.0K | 0.71% | +129+4.7% | Added |
| Eads & Heald Wealth Management | 2,871 | $610.0K | 0.28% | −1,737−37.7% | Reduced |
| Strengthening Families & Communities, LLC | 2,871 | $610.0K | 0.38% | −193−6.3% | Reduced |
| Teamwork Financial Advisors, LLC | 2,876 | $611.0K | 0.11% | −1,729−37.5% | Reduced |
| Probity Advisors, Inc. | 2,876 | $611.0K | 0.13% | +417+17.0% | Added |
| Addison Capital Co | 2,905 | $617.0K | 0.29% | +790+37.4% | Added |
| XML Financial, LLC | 2,915 | $619.0K | 0.07% | +413+16.5% | Added |
| D.B. Root & Company, LLC | 2,927 | $621.0K | 0.23% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,927 | $621.0K | 0.28% | +97+3.4% | Added |
| Solstein Capital, LLC | 2,928 | $622.0K | 0.41% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 2,954 | $627.0K | 0.66% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,977 | $632.0K | 0.39% | +1,285+75.9% | Added |
| Minot Wealth Management LLC | 2,979 | $633.0K | 0.14% | −11,308−79.1% | Reduced |
| Amussen Hunsaker Associates LLC | 2,988 | $634.0K | 0.15% | +217+7.8% | Added |
| Stonebridge Financial Planning Group, LLC | 2,992 | $635.0K | 0.36% | −60−2.0% | Reduced |
| Meridian Financial Partners LLC | 2,995 | $636.0K | 0.95% | +637+27.0% | Added |
| Lyon Street Capital, LLC | 3,000 | $637.0K | 0.95% | −1,000−25.0% | Reduced |
| Gabelli Funds LLC | 3,000 | $637.0K | 0.00% | +540+22.0% | Added |
| Lynch Asset Management, Inc. | 3,000 | $637.0K | 0.46% | +1,750+140.0% | Added |
| Monetta Financial Services Inc | 3,000 | $637.0K | 0.53% | +3,000 | New |
| Cornerstone Wealth Management, LLC | 3,007 | $638.0K | 0.06% | −157−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 3,007 | $638.0K | 0.15% | +16+0.5% | Added |
| TCWP LLC | 3,010 | $639.0K | 0.12% | −403−11.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,017 | $640.0K | 0.16% | −750−19.9% | Reduced |
| Coastal Investment Advisors, Inc. | 3,012 | $640.0K | 0.13% | +107+3.7% | Added |
| V2 Financial group LLC | 3,046 | $646.7K | 0.49% | −25−0.8% | Reduced |
| Copperwynd Financial, LLC | 3,049 | $647.0K | 0.27% | +240+8.5% | Added |
| Cahill Financial Advisors Inc | 3,055 | $649.0K | 0.12% | +70+2.3% | Added |
| FORA Capital, LLC | 3,047 | $655.0K | 0.12% | −4,892−61.6% | Reduced |
| High Net Worth Advisory Group LLC | 3,093 | $657.0K | 0.24% | +85+2.8% | Added |
| Renasant Bank | 3,107 | $659.0K | 0.44% | +247+8.6% | Added |
| RiverGlades Family Offices LLC | 3,125 | $664.0K | 0.50% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,131 | $665.0K | 0.10% | −33−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 3,139 | $666.0K | 0.38% | −560−15.1% | Reduced |
| Drive Wealth Management, LLC | 3,145 | $668.0K | 0.56% | +869+38.2% | Added |
| Warther Private Wealth, LLC | 3,152 | $669.0K | 0.44% | +224+7.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,154 | $670.0K | 0.00% | −143,934−97.9% | Reduced |
| First National Bank | 3,172 | $674.0K | 0.62% | +166+5.5% | Added |
| Atom Investors LP | 3,183 | $676.0K | 0.32% | −1,825−36.4% | Reduced |
| Allred Capital Management, LLC | 3,187 | $676.0K | 0.36% | −864−21.3% | Reduced |
| Visionary Wealth Advisors | 3,182 | $676.0K | 0.05% | +543+20.6% | Added |
| Benchmark Investment Advisors LLC | 3,194 | $678.0K | 0.51% | +90+2.9% | Added |
| JB Capital LLC | 3,189 | $678.0K | 0.07% | +1,455+83.9% | Added |
| Archford Capital Strategies, LLC | 3,231 | $679.0K | 0.15% | +2,238+225.4% | Added |
| Balyasny Asset Management LLC | 3,200 | $679.0K | 0.00% | +3,200 | New |
| Glenview Trust Co | 3,214 | $683.0K | 0.02% | +243+8.2% | Added |
| Thomas White International Ltd | 3,227 | $685.0K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,226 | $685.0K | 0.55% | +42+1.3% | Added |
| West Family Investments, Inc. | 3,227 | $685.0K | 0.19% | +162+5.3% | Added |
| Charles Carroll Financial Partners, LLC | 3,225 | $685.0K | 0.71% | +3,225 | New |
| Oder Investment Management, LLC | 3,235 | $687.0K | 0.78% | +618+23.6% | Added |
| Platform Technology Partners | 3,256 | $691.0K | 0.33% | −318−8.9% | Reduced |
| FineMark National Bank & Trust | 3,259 | $692.0K | 0.03% | −36−1.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,263 | $693.0K | 0.24% | −135−4.0% | Reduced |
| AdvisorNet Financial, Inc | 3,262 | $693.0K | 0.04% | +53+1.7% | Added |
| Advisors Capital Management, LLC | 3,269 | $694.0K | 0.02% | −724−18.1% | Reduced |
| Csenge Advisory Group | 3,274 | $695.0K | 0.06% | +475+17.0% | Added |
| Highland Private Wealth Management | 3,280 | $697.0K | 0.09% | +40+1.2% | Added |
| DSC Advisors, L.P. | 3,286 | $698.0K | 0.56% | +258+8.5% | Added |
| Caxton Corp | 3,294 | $699.0K | 0.87% | −52−1.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,290 | $699.0K | 0.45% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,293 | $699.0K | 0.08% | +778+30.9% | Added |
| Golden State Wealth Management, LLC | 3,297 | $700.0K | 0.14% | −1,587−32.5% | Reduced |
| Hilltop Holdings Inc. | 3,301 | $701.0K | 0.08% | −706−17.6% | Reduced |
| One Capital Management, LLC | 3,305 | $701.0K | 0.04% | −610−15.6% | Reduced |
| Baker Avenue Asset Management, LP | 3,301 | $701.0K | 0.04% | −31−0.9% | Reduced |
| Rathbone Brothers plc | 3,318 | $704.0K | 0.01% | −1,012−23.4% | Reduced |
| Montag A & Associates Inc | 3,324 | $706.0K | 0.04% | −969−22.6% | Reduced |
| Citizens Financial Group Inc | 3,329 | $707.0K | 0.02% | +662+24.8% | Added |
| Global Trust Asset Management, LLC | 3,335 | $708.0K | 0.29% | −131−3.8% | Reduced |
| 17 Capital Partners, LLC | 3,340 | $709.0K | 0.74% | +5+0.1% | Added |
| Ropes Wealth Advisors LLC | 3,344 | $710.0K | 0.12% | −21−0.6% | Reduced |
| BFT Financial Group, LLC | 3,341 | $710.0K | 0.11% | +3,341 | New |
| Camelot Portfolios, LLC | 3,354 | $712.0K | 0.35% | +573+20.6% | Added |
| L & S Advisors Inc | 3,366 | $715.0K | 0.08% | −5,728−63.0% | Reduced |
| First Pacific Financial | 3,399 | $722.0K | 0.37% | +192+6.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,410 | $724.0K | 0.18% | −3,428−50.1% | Reduced |
| LWM Advisory Services, LLC | 3,432 | $729.0K | 0.91% | +363+11.8% | Added |
| Castleview Partners, LLC | 3,452 | $732.0K | 0.46% | −2,162,752−99.8% | Reduced |
| Octavia Wealth Advisors, LLC | 3,446 | $732.0K | 0.16% | −223−6.1% | Reduced |
| Claraphi Advisory Network, LLC | 3,469 | $737.0K | 0.21% | +14+0.4% | Added |
| Smithfield Trust Co | 3,486 | $738.0K | 0.05% | +469+15.5% | Added |