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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 3,481 | $739.0K | 0.03% | +49+1.4% | Added |
| WP Advisors, LLC | 3,483 | $740.0K | 0.30% | +426+13.9% | Added |
| Masso Torrence Wealth Management Inc. | 3,491 | $741.0K | 0.59% | +141+4.2% | Added |
| Washington Trust Advisors, Inc. | 3,486 | $741.0K | 0.05% | +570+19.5% | Added |
| Roberts Capital Advisors, LLC | 3,497 | $742.0K | 0.77% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 3,495 | $742.0K | 0.07% | +1,500+75.2% | Added |
| Boulder Hill Capital Management LP | 3,500 | $743.0K | 0.40% | +3,500 | New |
| Bristlecone Advisors, LLC | 3,504 | $744.0K | 0.09% | +549+18.6% | Added |
| Creative Financial Designs Inc | 3,518 | $747.0K | 0.11% | +713+25.4% | Added |
| BerganKDV Wealth Management, LLC | 3,516 | $747.0K | 0.08% | +2,991+569.7% | Added |
| Stevens Capital Management LP | 3,521 | $748.0K | 0.16% | −8,292−70.2% | Reduced |
| Boenning & Scattergood, Inc. | 3,567 | $757.0K | 0.12% | +375+11.7% | Added |
| TSFG, LLC | 3,574 | $759.0K | 0.27% | +271+8.2% | Added |
| Mizuho Securities USA LLC | 3,584 | $761.0K | 0.11% | −8,778−71.0% | Reduced |
| IMS Capital Management | 3,601 | $765.0K | 0.40% | +352+10.8% | Added |
| Lake Street Financial LLC | 3,612 | $767.0K | 0.14% | −12,146−77.1% | Reduced |
| Stiles Financial Services Inc | 3,616 | $768.0K | 0.38% | −5−0.1% | Reduced |
| Highview Capital Management LLC | 3,617 | $768.0K | 0.49% | +631+21.1% | Added |
| Ausdal Financial Partners, Inc. | 3,624 | $769.0K | 0.10% | −5,367−59.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $770.0K | 0.21% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,629 | $771.0K | 0.07% | +229+6.7% | Added |
| Bremer Bank National Association | 3,668 | $778.0K | 0.13% | −8,756−70.5% | Reduced |
| Chemung Canal Trust Co | 3,678 | $781.0K | 0.15% | −131−3.4% | Reduced |
| Trust Investment Advisors | 3,681 | $782.0K | 0.64% | +83+2.3% | Added |
| Diligent Investors, LLC | 3,686 | $783.0K | 0.23% | +142+4.0% | Added |
| Mission Creek Capital Partners, Inc. | 3,707 | $787.0K | 0.21% | +86+2.4% | Added |
| Consilium Wealth Advisory, LLC | 3,720 | $790.0K | 0.57% | −775−17.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,719 | $790.0K | 0.04% | −701−15.9% | Reduced |
| Tolleson Wealth Management, Inc. | 3,730 | $792.0K | 0.23% | −1,000−21.1% | Reduced |
| Kempen Capital Management N.V. | 3,754 | $797.0K | 0.02% | −7,864−67.7% | Reduced |
| Capitolis Advisors LLC | 3,763 | $799.0K | 0.04% | −228,529−98.4% | Reduced |
| Whitener Capital Management, Inc. | 3,786 | $803.0K | 0.30% | −170−4.3% | Reduced |
| Focus Financial Network, Inc. | 3,783 | $803.2K | 0.06% | +1,653+77.6% | Added |
| Kraematon Investment Advisors, Inc | 3,801 | $807.0K | 0.77% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,800 | $807.0K | 0.18% | +3,800 | New |
| Privium Fund Management B.V. | 3,809 | $809.0K | 0.18% | +3,809 | New |
| Lumature Wealth Partners, LLC | 3,816 | $810.0K | 0.33% | +191+5.3% | Added |
| Koss-Olinger Consulting, LLC | 3,834 | $814.0K | 0.13% | −902−19.0% | Reduced |
| Amica Retiree Medical Trust | 3,834 | $814.0K | 0.76% | +3,834 | New |
| Waycross Partners, LLC | 3,846 | $817.0K | 0.48% | +900+30.5% | Added |
| Adams Chetwood Wealth Management LLC | 3,868 | $821.0K | 0.47% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,869 | $821.0K | 0.15% | +58+1.5% | Added |
| NorthRock Partners, LLC | 3,870 | $822.0K | 0.07% | −16−0.4% | Reduced |
| Tectonic Advisors LLC | 3,893 | $826.0K | 0.14% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,881 | $828.0K | 0.58% | +752+18.2% | Added |
| Taylor Wealth Management Partners | 3,908 | $830.0K | 0.34% | −155−3.8% | Reduced |
| Covenant Partners, LLC | 3,907 | $830.0K | 0.33% | −21−0.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,927 | $834.0K | 0.66% | +3,927 | New |
| Credit Capital Investments LLC | 3,942 | $837.0K | 0.78% | +723+22.5% | Added |
| Wealth Management Associates, Inc. | 3,945 | $837.6K | 0.48% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,979 | $844.0K | 0.07% | +202+5.3% | Added |
| Great Diamond Partners, LLC | 3,984 | $845.0K | 0.24% | −391−8.9% | Reduced |
| Claro Advisors LLC | 3,327 | $845.0K | 0.30% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,991 | $847.0K | 0.62% | +10.0% | Added |
| Ascent Group, LLC | 3,988 | $847.0K | 0.10% | +478+13.6% | Added |
| Stamos Capital Partners, L.P. | 4,010 | $851.0K | 0.28% | +4,010 | New |
| MUFG Americas Holdings Corp | 4,013 | $852.0K | 0.02% | +7+0.2% | Added |
| Bordeaux Wealth Advisors LLC | 4,017 | $853.0K | 0.46% | +285+7.6% | Added |
| Buckingham Strategic Partners | 4,053 | $860.0K | 0.09% | +604+17.5% | Added |
| Valley Brook Capital Group | 4,064 | $862.0K | 0.74% | +420+11.5% | Added |
| Stonebridge Capital Advisors LLC | 4,062 | $862.0K | 0.09% | +1,229+43.4% | Added |
| 1776 Wealth LLC | 4,062 | $862.0K | 0.50% | +2,099+106.9% | Added |
| AMG National Trust Bank | 4,065 | $863.0K | 0.03% | −106−2.5% | Reduced |
| Synergy Financial Management, LLC | 4,075 | $865.0K | 0.21% | +2,688+193.8% | Added |
| RMR Wealth Builders | 4,113 | $873.0K | 0.19% | +4,113 | New |
| Glen Eagle Advisors, LLC | 4,119 | $874.5K | 0.23% | +218+5.6% | Added |
| Jupiter Wealth Management LLC | 4,125 | $875.0K | 0.55% | −9,087−68.8% | Reduced |
| Sage Rhino Capital LLC | 4,135 | $878.0K | 0.27% | −10.0% | Reduced |
| Insight Advisors, LLC | 4,147 | $880.0K | 0.26% | +778+23.1% | Added |
| Jmac Enterprises LLC | 4,152 | $882.0K | 0.21% | +25+0.6% | Added |
| Smith, Salley & Associates | 4,168 | $885.0K | 0.07% | +8+0.2% | Added |
| Occidental Asset Management, LLC | 4,173 | $886.0K | 0.23% | +138+3.4% | Added |
| CPWM, LLC | 4,210 | $894.0K | 0.06% | +965+29.7% | Added |
| Eastern Bank | 4,212 | $895.0K | 0.04% | −1,629−27.9% | Reduced |
| Haverford Trust Co | 4,226 | $897.0K | 0.01% | +162+4.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 4,229 | $898.0K | 0.77% | −11,749−73.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,247 | $902.0K | 0.11% | −61−1.4% | Reduced |
| Banco BTG Pactual S.A. | 4,251 | $903.0K | 0.47% | +1,081+34.1% | Added |
| WESPAC Advisors SoCal, LLC | 4,272 | $907.0K | 0.28% | −82−1.9% | Reduced |
| Symmetry Partners, LLC | 4,287 | $910.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,291 | $911.0K | 0.12% | +497+13.1% | Added |
| Magnolia Capital Advisors LLC | 4,297 | $912.0K | 0.36% | +169+4.1% | Added |
| Essex Financial Services, Inc. | 4,299 | $913.0K | 0.09% | +189+4.6% | Added |
| Sonen Capital LLC | 4,314 | $916.0K | 1.11% | +2,434+129.5% | Added |
| GoalVest Advisory LLC | 4,326 | $918.0K | 0.52% | +4,326 | New |
| Barings LLC | 4,325 | $919.0K | 0.03% | −8,984−67.5% | Reduced |
| Financial Architects, Inc | 4,331 | $919.0K | 0.13% | −254−5.5% | Reduced |
| Legal Advantage Investments, Inc. | 4,330 | $919.0K | 0.69% | 00.0% | Unchanged |
| Proequities, Inc. | 4,339 | $921.0K | 0.07% | −2,131−32.9% | Reduced |
| HM Payson & Co | 4,346 | $923.0K | 0.02% | +172+4.1% | Added |
| Vista Private Wealth Partners. LLC | 4,360 | $925.0K | 0.37% | −6−0.1% | Reduced |
| Centric Wealth Management | 4,358 | $925.0K | 0.29% | +191+4.6% | Added |
| Caxton Associates LP | 4,358 | $925.0K | 0.09% | +4,358 | New |
| Weiss Asset Management LP | 4,372 | $928.0K | 0.02% | +4,372 | New |
| Thrive Wealth Management, LLC | 4,369 | $928.0K | 0.27% | +4,369 | New |
| Buckingham Strategic Wealth, LLC | 4,379 | $930.0K | 0.02% | −291−6.2% | Reduced |
| Nwam LLC | 4,392 | $933.0K | 0.07% | −649−12.9% | Reduced |
| Qtron Investments LLC | 4,406 | $935.0K | 0.21% | +1,025+30.3% | Added |
| Garrett Investment Advisors LLC | 4,410 | $936.0K | 0.23% | +1,175+36.3% | Added |
| Inscription Capital, LLC | 4,419 | $938.0K | 0.27% | −1,289−22.6% | Reduced |