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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 8,279 | $1.76M | 2.18% | +8,279 | New |
| Greystone Financial Group, LLC | 8,266 | $1.75M | 0.44% | +4,782+137.3% | Added |
| Cavalier Investments, LLC | 8,246 | $1.75M | 0.46% | −1,893−18.7% | Reduced |
| We Are One Seven, LLC | 8,221 | $1.75M | 0.19% | −6,186−42.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,215 | $1.74M | 0.33% | +3,061+59.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,211 | $1.74M | 0.52% | +1,128+15.9% | Added |
| Prelude Capital Management, LLC | 8,210 | $1.74M | 0.08% | +1,865+29.4% | Added |
| Legacy Capital Partners, Inc. | 8,144 | $1.73M | 0.57% | −55−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 8,120 | $1.72M | 0.07% | −899−10.0% | Reduced |
| Blueshift Asset Management, LLC | 8,110 | $1.72M | 0.16% | −9,524−54.0% | Reduced |
| Mizuho Securities Co. Ltd. | 8,085 | $1.72M | 0.37% | +5,850+261.7% | Added |
| WSFS Capital Management, LLC | 8,048 | $1.71M | 0.48% | +8,048 | New |
| Missouri Trust & Investment Co | 8,014 | $1.70M | 1.00% | +1,072+15.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.70M | 0.56% | 00.0% | Unchanged |
| Stableford Capital II LLC | 8,489 | $1.70M | 0.72% | +8,489 | New |
| Virtue Capital Management, LLC | 7,973 | $1.69M | 0.27% | −667−7.7% | Reduced |
| Acorn Financial Advisory Services Inc | 7,958 | $1.69M | 0.34% | +315+4.1% | Added |
| West Branch Capital LLC | 7,942 | $1.69M | 0.81% | −339−4.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,878 | $1.67M | 0.65% | +460+6.2% | Added |
| United Bank | 7,851 | $1.67M | 0.88% | −785−9.1% | Reduced |
| 180 Wealth Advisors, LLC | 8,651 | $1.66M | 0.36% | +586+7.3% | Added |
| Bailard, Inc. | 7,801 | $1.66M | 0.06% | +1,249+19.1% | Added |
| Conning Inc. | 7,791 | $1.65M | 0.05% | −663−7.8% | Reduced |
| Regal Investment Advisors LLC | 7,785 | $1.65M | 0.15% | −269−3.3% | Reduced |
| Gs Investments, Inc. | 9,464 | $1.65M | 0.93% | −34−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,738 | $1.64M | 0.17% | +283+3.8% | Added |
| Chickasaw Capital Management LLC | 7,689 | $1.63M | 0.07% | −370−4.6% | Reduced |
| Orin Green Financial, LLC | 7,689 | $1.63M | 1.07% | +7,689 | New |
| Eagle Asset Management Inc | 7,687 | $1.63M | 0.01% | −294−3.7% | Reduced |
| Birinyi Associates Inc | 7,665 | $1.63M | 0.56% | −3,000−28.1% | Reduced |
| Sentry Investment Management LLC | 7,660 | $1.63M | 0.52% | +2,959+62.9% | Added |
| Wade G W & Inc | 7,655 | $1.63M | 0.07% | +136+1.8% | Added |
| Compton Capital Management Inc | 7,610 | $1.62M | 0.45% | −100−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,610 | $1.62M | 0.39% | +70+0.9% | Added |
| Caz Investments LP | 7,600 | $1.61M | 2.53% | +7,600 | New |
| Clare Market Investments LLC | 7,579 | $1.61M | 0.51% | +4,124+119.4% | Added |
| Oxler Private Wealth LLC | 7,567 | $1.61M | 0.72% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,558 | $1.60M | 0.03% | −430−5.4% | Reduced |
| Sciencast Management LP | 8,048 | $1.60M | 0.37% | +5,962+285.8% | Added |
| Regatta Capital Group, LLC | 7,551 | $1.60M | 0.55% | +22+0.3% | Added |
| Stansberry Asset Management, LLC | 7,521 | $1.60M | 0.28% | +445+6.3% | Added |
| Brown Brothers Harriman & Co | 7,513 | $1.59M | 0.01% | +1,734+30.0% | Added |
| Personal Cfo Solutions, LLC | 7,498 | $1.59M | 0.31% | +279+3.9% | Added |
| Mission Wealth Management, LP | 7,465 | $1.58M | 0.07% | −492−6.2% | Reduced |
| EP Wealth Advisors, LLC | 7,459 | $1.58M | 0.03% | −155−2.0% | Reduced |
| Field & Main Bank | 7,460 | $1.58M | 0.96% | +270+3.8% | Added |
| Bay Rivers Group | 7,418 | $1.57M | 1.13% | −86−1.1% | Reduced |
| Nikulski Financial, Inc. | 7,390 | $1.57M | 0.66% | +530+7.7% | Added |
| Davenport & Co LLC | 7,375 | $1.57M | 0.01% | −56−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,359 | $1.56M | 0.33% | +1,197+19.4% | Added |
| St. Johns Investment Management Company, LLC | 7,348 | $1.56M | 0.83% | −90−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,350 | $1.56M | 0.13% | +2,560+53.4% | Added |
| Intersect Capital LLC | 7,337 | $1.56M | 0.30% | −12−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.54M | 1.25% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 7,257 | $1.54M | 0.55% | −215−2.9% | Reduced |
| Hudson Canyon Capital Management | 7,250 | $1.54M | 1.22% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,208 | $1.53M | 0.53% | +143+2.0% | Added |
| Silicon Valley Capital Partners | 7,169 | $1.52M | 0.25% | +1,467+25.7% | Added |
| Clark Capital Management Group, Inc. | 7,125 | $1.51M | 0.02% | +110+1.6% | Added |
| Vigilare Wealth Management | 7,114 | $1.51M | 1.24% | −823−10.4% | Reduced |
| Asset Dedication, LLC | 7,117 | $1.51M | 0.17% | −125−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,098 | $1.51M | 0.22% | 00.0% | Unchanged |
| Bangor Savings Bank | 7,097 | $1.51M | 0.16% | +417+6.2% | Added |
| Ritholtz Wealth Management | 7,077 | $1.50M | 0.10% | +190+2.8% | Added |
| Itau Unibanco Holding S.A. | 7,045 | $1.50M | 0.05% | −9,579−57.6% | Reduced |
| Donaldson Capital Management, LLC | 7,030 | $1.49M | 0.07% | +2,664+61.0% | Added |
| Ardsley Advisory Partners LP | 7,000 | $1.49M | 0.31% | +3,000+75.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,982 | $1.48M | 0.13% | −483−6.5% | Reduced |
| Keudell/Morrison Wealth Management | 6,953 | $1.48M | 0.62% | −61−0.9% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.48M | 0.30% | 00.0% | Unchanged |
| Country Club Bank | 6,843 | $1.47M | 0.13% | +6,843 | New |
| Brandywine Managers, LLC | 6,913 | $1.47M | 2.53% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,913 | $1.47M | 0.03% | +2,514+57.1% | Added |
| WT Wealth Management | 6,909 | $1.47M | 0.56% | +1,056+18.0% | Added |
| Ashton Thomas Private Wealth, LLC | 6,844 | $1.45M | 0.13% | +800+13.2% | Added |
| Voya Financial Advisors, Inc. | 6,761 | $1.45M | 0.17% | +124+1.9% | Added |
| Wealth Alliance | 6,843 | $1.45M | 0.30% | +813+13.5% | Added |
| Madden Securities Corp | 6,821 | $1.45M | 0.65% | −845−11.0% | Reduced |
| MidWestOne Financial Group, Inc. | 6,816 | $1.45M | 0.31% | +259+3.9% | Added |
| Sawtooth Solutions, LLC | 6,812 | $1.45M | 0.18% | −2,904−29.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,775 | $1.44M | 0.37% | +324+5.0% | Added |
| International Assets Investment Management, LLC | 6,767 | $1.44M | 0.26% | −1,057−13.5% | Reduced |
| Ironwood Investment Management LLC | 6,761 | $1.44M | 0.78% | −196−2.8% | Reduced |
| Principle Wealth Partners LLC | 6,757 | $1.44M | 0.15% | +2,670+65.3% | Added |
| Kistler-Tiffany Companies, LLC | 6,739 | $1.43M | 0.27% | +1,095+19.4% | Added |
| Abbot Financial Management, Inc. | 6,719 | $1.43M | 0.70% | +158+2.4% | Added |
| Wealth Management Partners, LLC | 7,000 | $1.43M | 1.02% | +1,000+16.7% | Added |
| Norris Financial Group, LLC | 6,714 | $1.43M | 0.86% | +78+1.2% | Added |
| Stonnington Group, LLC | 7,281 | $1.42M | 0.34% | −3,940−35.1% | Reduced |
| Arden Trust Co | 6,697 | $1.42M | 0.28% | −274−3.9% | Reduced |
| TLWM | 6,626 | $1.41M | 0.49% | +1,776+36.6% | Added |
| Atlas Brown,Inc. | 6,622 | $1.41M | 0.57% | +108+1.7% | Added |
| Rosenbaum Jay D. | 6,616 | $1.41M | 2.22% | +236+3.7% | Added |
| M&R Capital Management Inc | 6,583 | $1.40M | 0.30% | +285+4.5% | Added |
| Karani Asset Management LLC | 6,579 | $1.40M | 0.76% | +55+0.8% | Added |
| Cribstone Capital Management, LLC | 6,562 | $1.39M | 0.76% | +421+6.9% | Added |
| Bienville Capital Management, LLC | 6,520 | $1.38M | 0.69% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 6,500 | $1.38M | 0.04% | −450−6.5% | Reduced |
| Alaethes Wealth LLC | 6,498 | $1.38M | 0.88% | +1,070+19.7% | Added |
| Centiva Capital, LP | 6,496 | $1.38M | 0.08% | −1,709−20.8% | Reduced |