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 |
|---|---|---|---|---|---|
| Hixon Zuercher, LLC | 13,648 | $2.90M | 1.56% | +605+4.6% | Added |
| Evergreen Capital Management LLC | 13,639 | $2.90M | 0.12% | −2,314−14.5% | Reduced |
| Asset Management Corp | 13,581 | $2.88M | 1.77% | +2,961+27.9% | Added |
| Northern Oak Wealth Management Inc | 13,447 | $2.85M | 0.35% | −257−1.9% | Reduced |
| Cozad Asset Management Inc | 13,443 | $2.85M | 0.40% | −16,717−55.4% | Reduced |
| Clearstead Advisors, LLC | 13,434 | $2.85M | 0.19% | +2,623+24.3% | Added |
| Tudor Investment Corp Et Al | 13,423 | $2.85M | 0.07% | +13,423 | New |
| Enterprise Bank & Trust Co | 13,359 | $2.84M | 1.11% | −841−5.9% | Reduced |
| Dock Street Asset Management Inc | 13,339 | $2.83M | 0.51% | +13,339 | New |
| Regency Capital Management Inc. | 13,311 | $2.83M | 2.05% | +1,415+11.9% | Added |
| Alps Advisors Inc | 13,280 | $2.82M | 0.03% | −1,432−9.7% | Reduced |
| Meridian Wealth Advisors, LLC | 13,264 | $2.82M | 0.65% | +1,681+14.5% | Added |
| Stonegate Investment Group, LLC | 13,125 | $2.79M | 0.09% | −68−0.5% | Reduced |
| Meridian Wealth Management, LLC | 13,117 | $2.79M | 0.30% | −1,199−8.4% | Reduced |
| Canandaigua National Corp | 13,108 | $2.78M | 0.42% | +71+0.5% | Added |
| Virtu Financial LLC | 13,097 | $2.78M | 0.21% | −10,567−44.7% | Reduced |
| Verde Capital Management | 13,052 | $2.77M | 1.10% | +1,299+11.1% | Added |
| Hickory Lane Capital Management LP | 13,000 | $2.76M | 2.08% | −18,000−58.1% | Reduced |
| Kovack Advisors, Inc. | 12,986 | $2.76M | 0.28% | −426−3.2% | Reduced |
| Power Corp of Canada | 12,943 | $2.75M | 0.23% | +12,943 | New |
| Dynamic Advisor Solutions LLC | 12,928 | $2.75M | 0.19% | +1,514+13.3% | Added |
| PFS Investments Inc. | 12,891 | $2.74M | 0.05% | +1,357+11.8% | Added |
| Icapital Wealth LLC | 13,674 | $2.74M | 1.13% | −5,007−26.8% | Reduced |
| Element Capital Management LLC | 12,875 | $2.73M | 1.37% | +12,875 | New |
| Ameritas Investment Partners, Inc. | 12,847 | $2.73M | 0.10% | −255−1.9% | Reduced |
| WealthShield Partners, LLC | 12,837 | $2.73M | 0.44% | +5,952+86.4% | Added |
| Westwood Holdings Group Inc. | 12,812 | $2.72M | 0.03% | −1,306−9.3% | Reduced |
| Independence Bank of Kentucky | 12,735 | $2.70M | 1.07% | +1,948+18.1% | Added |
| Investment Research & Advisory Group, Inc. | 12,707 | $2.70M | 1.71% | +1,846+17.0% | Added |
| Sompo Asset Management Co., Ltd. | 12,700 | $2.70M | 0.58% | +3,920+44.6% | Added |
| KG&L Capital Management,LLC | 12,658 | $2.69M | 1.12% | +4,429+53.8% | Added |
| IMC-Chicago, LLC | 12,650 | $2.69M | 0.13% | −24,376−65.8% | Reduced |
| Signaturefd, LLC | 12,554 | $2.67M | 0.08% | −586−4.5% | Reduced |
| Private Trust Co NA | 12,525 | $2.66M | 0.42% | −918−6.8% | Reduced |
| Avalon Investment & Advisory | 12,508 | $2.66M | 0.06% | +5,034+67.4% | Added |
| Cable Hill Partners, LLC | 12,493 | $2.65M | 1.74% | +11,371+1,013.5% | Added |
| Wealthsource Partners, LLC | 12,474 | $2.65M | 0.18% | +7,020+128.7% | Added |
| Perpetual Investment Management Ltd | 12,450 | $2.64M | 0.33% | +1,041+9.1% | Added |
| Aspiriant, LLC | 12,358 | $2.62M | 0.14% | +244+2.0% | Added |
| SFMG, LLC | 12,344 | $2.62M | 0.26% | +1,893+18.1% | Added |
| Wunderlich Capital Managemnt | 12,309 | $2.61M | 1.23% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12,294 | $2.61M | 0.60% | +46+0.4% | Added |
| V Wealth Advisors LLC | 12,244 | $2.60M | 0.42% | −814−6.2% | Reduced |
| Pitcairn Co | 12,231 | $2.60M | 0.23% | −739−5.7% | Reduced |
| Glynn Capital Management LLC | 12,197 | $2.59M | 0.35% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 12,040 | $2.56M | 1.41% | +12,040 | New |
| Sender Co & Partners, Inc. | 12,018 | $2.55M | 3.75% | −2,641−18.0% | Reduced |
| Wedmont Private Capital | 11,652 | $2.55M | 0.57% | +1,996+20.7% | Added |
| Invst, LLC | 15,495 | $2.54M | 0.42% | +3,001+24.0% | Added |
| Northwest & Ethical Investments L.P. | 11,925 | $2.53M | 0.08% | −15,141−55.9% | Reduced |
| Berkshire Bank | 11,917 | $2.53M | 0.60% | +701+6.3% | Added |
| Kaizen Financial Strategies | 11,918 | $2.53M | 1.98% | +1,041+9.6% | Added |
| Harrell Investment Partners, LLC | 11,866 | $2.52M | 0.89% | +1,248+11.8% | Added |
| Avestar Capital, LLC | 11,861 | $2.52M | 0.48% | −8,869−42.8% | Reduced |
| Courier Capital LLC | 11,842 | $2.51M | 0.25% | −1,185−9.1% | Reduced |
| Pinnacle Holdings, LLC | 11,839 | $2.51M | 0.99% | +1,232+11.6% | Added |
| Roanoke Asset Management Corp | 11,734 | $2.49M | 0.93% | +8,415+253.5% | Added |
| Pictet Bank & Trust Ltd | 11,640 | $2.47M | 1.39% | −173−1.5% | Reduced |
| Brewin Dolphin Ltd | 11,541 | $2.45M | 0.10% | +1,603+16.1% | Added |
| Vident Investment Advisory, LLC | 11,458 | $2.43M | 0.06% | −3,266−22.2% | Reduced |
| Slow Capital, Inc. | 11,432 | $2.43M | 0.45% | −431−3.6% | Reduced |
| Threadgill Financial, LLC | 11,430 | $2.43M | 0.97% | −198−1.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,339 | $2.41M | 0.90% | +1,920+20.4% | Added |
| Jabodon PT Co | 11,334 | $2.41M | 1.09% | −513−4.3% | Reduced |
| IFP Advisors, Inc | 32,541 | $2.39M | 0.03% | +18,067+124.8% | Added |
| Laurel Wealth Advisors, Inc. | 11,254 | $2.39M | 0.20% | −550−4.7% | Reduced |
| Grandview Asset Management LLC | 11,237 | $2.39M | 1.01% | −783−6.5% | Reduced |
| Baystate Wealth Management LLC | 11,198 | $2.38M | 0.21% | +10,475+1,448.8% | Added |
| Citizens & Northern Corp | 11,160 | $2.37M | 0.88% | +225+2.1% | Added |
| Grove Bank & Trust | 11,154 | $2.37M | 0.47% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 11,150 | $2.37M | 0.18% | −11,800−51.4% | Reduced |
| Bank of Hawaii | 11,141 | $2.37M | 0.13% | −3,290−22.8% | Reduced |
| Ferris Capital, LLC | 11,139 | $2.37M | 0.54% | −6−0.1% | Reduced |
| Welch & Forbes LLC | 11,133 | $2.36M | 0.04% | 00.0% | Unchanged |
| Wahed Invest LLC | 11,084 | $2.35M | 1.38% | −145−1.3% | Reduced |
| BTG Pactual Global Asset Management Ltd | 11,083 | $2.35M | 2.31% | +11,083 | New |
| U.S. Capital Wealth Advisors, LLC | 11,052 | $2.35M | 0.09% | −248−2.2% | Reduced |
| GPM Growth Investors, Inc. | 11,002 | $2.34M | 1.29% | +20.0% | Added |
| Altium Wealth Management LLC | 10,992 | $2.33M | 0.15% | +1,066+10.7% | Added |
| Arabesque Asset Management Ltd | 10,969 | $2.33M | 0.81% | +9,687+755.6% | Added |
| Boltwood Capital Management | 10,912 | $2.32M | 0.90% | −242−2.2% | Reduced |
| HBW Advisory Services LLC | 10,895 | $2.31M | 0.81% | −8,767−44.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,862 | $2.31M | 1.47% | −1,990−15.5% | Reduced |
| Arkadios Wealth Advisors | 10,860 | $2.31M | 0.30% | +5,020+86.0% | Added |
| Northstar Group, Inc. | 10,820 | $2.30M | 0.55% | +545+5.3% | Added |
| Signature Wealth Management Group | 10,823 | $2.30M | 1.03% | +3,182+41.6% | Added |
| Michael B. Yongue | 10,813 | $2.30M | 1.67% | −377−3.4% | Reduced |
| Herbst Group, LLC | 10,805 | $2.29M | 1.52% | +5,197+92.7% | Added |
| NewEdge Wealth, LLC | 10,721 | $2.28M | 0.10% | +8,409+363.7% | Added |
| Perfromance Wealth Partners, LLC | 10,717 | $2.27M | 0.10% | −3,361−23.9% | Reduced |
| IMA Wealth, Inc. | 10,705 | $2.27M | 0.52% | +175+1.7% | Added |
| Lake Street Advisors Group, LLC | 10,685 | $2.27M | 0.14% | −395−3.6% | Reduced |
| Caliber Wealth Management, LLC | 10,667 | $2.27M | 1.45% | +964+9.9% | Added |
| Finer Wealth Management, Inc. | 10,648 | $2.26M | 1.85% | −407−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 10,634 | $2.26M | 0.22% | +1,892+21.6% | Added |
| Maxi Investments CY Ltd | 10,570 | $2.24M | 1.32% | +8,600+436.5% | Added |
| Ballentine Partners, LLC | 10,563 | $2.24M | 0.07% | −381−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 11,249 | $2.24M | 0.53% | +7,620+210.0% | Added |
| Meiji Yasuda Life Insurance Co | 10,520 | $2.23M | 0.04% | −456−4.2% | Reduced |
| Schechter Investment Advisors, LLC | 10,502 | $2.23M | 0.21% | −2,014−16.1% | Reduced |