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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 10,500 | $2.23M | 0.07% | +955+10.0% | Added |
| Institute for Wealth Management, LLC. | 10,481 | $2.23M | 0.36% | +851+8.8% | Added |
| Triangle Securities Wealth Management | 10,448 | $2.22M | 0.74% | −17−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 10,445 | $2.22M | 0.03% | +640+6.5% | Added |
| JT Stratford LLC | 10,429 | $2.21M | 0.65% | +2,107+25.3% | Added |
| IPG Investment Advisors LLC | 10,378 | $2.20M | 0.42% | +2,310+28.6% | Added |
| Bradley Mark J. | 10,367 | $2.20M | 1.57% | +270+2.7% | Added |
| Red Door Wealth Management, LLC | 10,353 | $2.20M | 0.74% | +1,299+14.3% | Added |
| Claybrook Capital, LLC | 10,345 | $2.20M | 1.09% | +350+3.5% | Added |
| Schmidt P J Investment Management Inc | 12,457 | $2.19M | 0.49% | −1,202−8.8% | Reduced |
| Resonate Capital, LLC | 10,281 | $2.18M | 1.94% | +977+10.5% | Added |
| Bank Ozk | 10,262 | $2.18M | 0.93% | +1,349+15.1% | Added |
| Guardian Capital Advisors LP | 11,133 | $2.17M | 0.21% | +1,831+19.7% | Added |
| Insight Wealth Strategies, LLC | 10,207 | $2.17M | 0.32% | +555+5.8% | Added |
| Segall Bryant & Hamill, LLC | 10,182 | $2.17M | 0.02% | −141−1.4% | Reduced |
| Breakline Capital LLC | 10,196 | $2.17M | 3.32% | −9,215−47.5% | Reduced |
| Segment Wealth Management, LLC | 10,150 | $2.15M | 0.22% | +984+10.7% | Added |
| Legacy Private Trust Co. | 10,120 | $2.15M | 0.17% | +2,725+36.8% | Added |
| Monetary Management Group Inc | 10,097 | $2.14M | 0.57% | −4,195−29.4% | Reduced |
| Desjardins Global Asset Management Inc. | 10,087 | $2.14M | 0.19% | −1,653−14.1% | Reduced |
| Townsend & Associates, Inc | 10,858 | $2.14M | 0.99% | +666+6.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 10,025 | $2.13M | 0.42% | +10,025 | New |
| Savant Capital, LLC | 10,009 | $2.13M | 0.07% | +689+7.4% | Added |
| Zenyatta Capital Management LP | 10,000 | $2.12M | 1.08% | +10,000 | New |
| Winfield Associates, Inc. | 9,967 | $2.12M | 0.77% | −209−2.1% | Reduced |
| L.M. Kohn & Company | 9,899 | $2.10M | 0.81% | +9,899 | New |
| Mountain Capital Investment Advisors, Inc | 10,681 | $2.09M | 0.99% | +52+0.5% | Added |
| Wolf Group Capital Advisors | 9,798 | $2.08M | 1.06% | −20,502−67.7% | Reduced |
| Northeast Financial Consultants Inc | 9,798 | $2.08M | 0.12% | +675+7.4% | Added |
| Koshinski Asset Management, Inc. | 9,781 | $2.08M | 0.17% | −270−2.7% | Reduced |
| Sunbelt Securities, Inc. | 9,654 | $2.08M | 0.38% | +566+6.2% | Added |
| Sawyer & Company, Inc | 9,770 | $2.07M | 0.93% | +115+1.2% | Added |
| Intellectus Partners, LLC | 9,732 | $2.07M | 0.62% | −307−3.1% | Reduced |
| Resources Management Corp | 9,719 | $2.06M | 0.29% | +210+2.2% | Added |
| Westover Capital Advisors, LLC | 9,614 | $2.04M | 0.64% | +1,887+24.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 9,520 | $2.04M | 0.04% | −33−0.3% | Reduced |
| Trust Asset Management LLC | 9,508 | $2.02M | 0.25% | +653+7.4% | Added |
| Peapack Gladstone Financial Corp | 9,447 | $2.01M | 0.04% | −15,254−61.8% | Reduced |
| Cito Capital Group, LLC | 9,450 | $2.01M | 0.92% | +450+5.0% | Added |
| Cypress Asset Management Inc | 9,436 | $2.00M | 0.59% | −1,350−12.5% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 9,416 | $2.00M | 0.50% | −11,746−55.5% | Reduced |
| Freedom Day Solutions, LLC | 9,402 | $2.00M | 0.86% | −331−3.4% | Reduced |
| Balentine LLC | 9,350 | $1.99M | 0.07% | +5,690+155.5% | Added |
| Western Wealth Management, LLC | 9,334 | $1.98M | 0.10% | +2,500+36.6% | Added |
| Nations Financial Group Inc, | 9,324 | $1.98M | 0.24% | −128−1.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 9,253 | $1.97M | 0.57% | +1,121+13.8% | Added |
| Northstar Asset Management LLC | 9,244 | $1.96M | 0.50% | −555−5.7% | Reduced |
| Exane Derivatives | 9,227 | $1.96M | 0.55% | +1,921+26.3% | Added |
| Nicolet Bankshares Inc | 9,177 | $1.95M | 0.42% | +314+3.5% | Added |
| Quantum Private Wealth, LLC | 9,165 | $1.95M | 0.84% | +13+0.1% | Added |
| Bell Bank | 9,105 | $1.93M | 0.22% | +556+6.5% | Added |
| Diversified Trust Co | 9,087 | $1.93M | 0.07% | −1,940−17.6% | Reduced |
| Cohen Investment Advisors LLC | 9,083 | $1.93M | 1.43% | +119+1.3% | Added |
| Midwest Wealth Management Inc. | 9,048 | $1.92M | 1.17% | +465+5.4% | Added |
| VeraBank, N.A. | 9,043 | $1.92M | 0.99% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 9,005 | $1.91M | 0.80% | −1,334−12.9% | Reduced |
| Viking Fund Management LLC | 9,000 | $1.91M | 0.44% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,999 | $1.91M | 0.09% | +6,549+267.3% | Added |
| TrinityPoint Wealth, LLC | 8,969 | $1.90M | 0.34% | +768+9.4% | Added |
| CX Institutional | 8,964 | $1.90M | 0.15% | +2,516+39.0% | Added |
| IHT Wealth Management, LLC | 8,931 | $1.90M | 0.14% | +1,183+15.3% | Added |
| Modus Advisors, LLC | 8,924 | $1.90M | 0.83% | +1,148+14.8% | Added |
| ARS Wealth Advisors Group, LLC | 8,904 | $1.89M | 0.33% | −413−4.4% | Reduced |
| Tiemann Investment Advisors, LLC | 8,900 | $1.89M | 0.87% | −70−0.8% | Reduced |
| Laffer Tengler Investments | 8,888 | $1.89M | 0.57% | +167+1.9% | Added |
| ProVise Management Group, LLC | 8,866 | $1.88M | 0.18% | +74+0.8% | Added |
| Peterson Wealth Services | 8,846 | $1.88M | 1.15% | +1,279+16.9% | Added |
| Coldstream Capital Management Inc | 8,772 | $1.86M | 0.06% | −1,815−17.1% | Reduced |
| People's United Financial, Inc. | 8,772 | $1.86M | 0.05% | −852−8.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,759 | $1.86M | 0.04% | +1,221+16.2% | Added |
| Mutual Advisors, LLC | 8,720 | $1.85M | 0.10% | +1,623+22.9% | Added |
| Laidlaw Wealth Management LLC | 8,695 | $1.85M | 0.31% | +1,325+18.0% | Added |
| Waldron Private Wealth LLC | 8,676 | $1.84M | 0.09% | +574+7.1% | Added |
| Wrapmanager Inc | 8,657 | $1.84M | 0.49% | −102−1.2% | Reduced |
| Cornerstone National Bank & Trust Co | 8,635 | $1.83M | 0.81% | +1,201+16.2% | Added |
| Fulcrum Asset Management LLP | – | $1.83M | 0.53% | – | – |
| EFG Asset Management (North America) Corp. | 8,606 | $1.83M | 0.27% | −786−8.4% | Reduced |
| Krilogy Financial LLC | 8,586 | $1.82M | 0.19% | +610+7.6% | Added |
| American National Insurance Co | 8,575 | $1.82M | 0.49% | −1,714−16.7% | Reduced |
| Financial Engines Advisors L.L.C. | 8,547 | $1.81M | 0.00% | +8,547 | New |
| Viridian Ria, LLC | 0 | $1.81M | 0.42% | −9,402−100.0% | Reduced |
| GM Advisory Group, Inc. | 8,511 | $1.81M | 0.21% | +7,304+605.1% | Added |
| Intrust Bank NA | 8,496 | $1.80M | 0.23% | −168−1.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 8,485 | $1.80M | 0.16% | −1,803−17.5% | Reduced |
| Burns J W & Co Inc | 8,473 | $1.80M | 0.29% | −720−7.8% | Reduced |
| Aldebaran Financial Inc. | 8,469 | $1.80M | 1.48% | +140+1.7% | Added |
| LGT Fund Management Co Ltd. | 8,470 | $1.80M | 0.24% | +7,270+605.8% | Added |
| Shepherd Financial Partners LLC | 8,479 | $1.80M | 0.32% | −6−0.1% | Reduced |
| Dana Investment Advisors, Inc. | 8,455 | $1.79M | 0.08% | −6,666−44.1% | Reduced |
| Change Path, LLC | 8,436 | $1.79M | 0.09% | +2,628+45.2% | Added |
| Meeder Asset Management Inc | 8,431 | $1.79M | 0.09% | −12,544−59.8% | Reduced |
| BNC Wealth Management, LLC | 8,420 | $1.79M | 0.88% | −534−6.0% | Reduced |
| Verition Fund Management LLC | 8,405 | $1.78M | 0.03% | −43,927−83.9% | Reduced |
| Penserra Capital Management LLC | 8,404 | $1.78M | 0.04% | +490+6.2% | Added |
| Paradigm Asset Management Co LLC | 8,350 | $1.77M | 0.47% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,339 | $1.77M | 0.44% | +8,339 | New |
| Elmwood Wealth Management, Inc. | 8,336 | $1.77M | 0.91% | +285+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 8,331 | $1.77M | 0.58% | +606+7.8% | Added |
| Chicago Partners Investment Group LLC | 11,185 | $1.76M | 0.13% | +763+7.3% | Added |
| Graham Capital Wealth Management, LLC | 8,287 | $1.76M | 1.56% | +8,287 | New |