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 |
|---|---|---|---|---|---|
| Albion Financial Group | 6,485 | $1.38M | 0.12% | +16+0.2% | Added |
| Pennsylvania Capital Management Inc | 6,474 | $1.38M | 0.59% | −415−6.0% | Reduced |
| Edge Capital Group, LLC | 6,388 | $1.36M | 0.09% | +2,041+47.0% | Added |
| Navalign, LLC | 7,755 | $1.35M | 0.57% | +300+4.0% | Added |
| Rossmore Private Capital | 6,382 | $1.35M | 0.21% | +770+13.7% | Added |
| Parkside Investments, LLC | 6,373 | $1.35M | 0.26% | +6,373 | New |
| Options Solutions, LLC | 6,325 | $1.34M | 1.41% | −6−0.1% | Reduced |
| Money Concepts Capital Corp | 6,323 | $1.34M | 0.08% | +3,432+118.7% | Added |
| Forum Financial Management, LP | 6,301 | $1.34M | 0.06% | −1,359−17.7% | Reduced |
| Barrett Asset Management, LLC | 6,295 | $1.34M | 0.06% | −203−3.1% | Reduced |
| Eqis Capital Management, Inc. | 6,283 | $1.33M | 0.12% | −5,466−46.5% | Reduced |
| Trustmark National Bank Trust Department | 6,255 | $1.33M | 0.11% | −5,551−47.0% | Reduced |
| Blue Square Asset Management, LLC | 6,253 | $1.33M | 1.11% | +108+1.8% | Added |
| NVWM, LLC | 6,223 | $1.33M | 0.42% | +1,352+27.8% | Added |
| Clear Harbor Asset Management, LLC | 6,228 | $1.32M | 0.15% | −30−0.5% | Reduced |
| Parcion Private Wealth LLC | 6,284 | $1.32M | 0.12% | −67−1.1% | Reduced |
| YHB Investment Advisors, Inc. | 6,218 | $1.32M | 0.12% | +2,581+71.0% | Added |
| Paradigm Financial Partners, LLC | 6,563 | $1.32M | 0.29% | +2,325+54.9% | Added |
| Bluestein R H & Co | 6,163 | $1.31M | 0.05% | −624−9.2% | Reduced |
| Commons Capital, LLC | 6,161 | $1.31M | 1.41% | −946−13.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,085 | $1.31M | 0.09% | +1,634+36.7% | Added |
| Optas, LLC | 6,118 | $1.30M | 0.42% | +327+5.6% | Added |
| TRUE Private Wealth Advisors | 6,984 | $1.29M | 0.18% | −933−11.8% | Reduced |
| Wealthspire Advisors, LLC | 6,094 | $1.29M | 0.03% | −3,658−37.5% | Reduced |
| Lloyd Park, LLC | 6,090 | $1.29M | 1.43% | −1,295−17.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,075 | $1.29M | 0.67% | +750+14.1% | Added |
| Keeler Thomas Management LLC | 6,058 | $1.29M | 0.62% | +6,058 | New |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.28M | 0.44% | 00.0% | Unchanged |
| Orion Capital Management LLC | 6,039 | $1.28M | 0.78% | −187−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 6,016 | $1.28M | 0.05% | +365+6.5% | Added |
| Landscape Capital Management, L.L.C. | 5,999 | $1.27M | 0.16% | +758+14.5% | Added |
| Capstone Triton Financial Group, LLC | 7,240 | $1.26M | 0.88% | +7,240 | New |
| BOK Financial Private Wealth, Inc. | 5,933 | $1.26M | 0.09% | −910−13.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,925 | $1.26M | 1.05% | +500+9.2% | Added |
| Bard Financial Services, Inc. | 5,910 | $1.25M | 0.10% | +425+7.7% | Added |
| Wambolt & Associates, LLC | 901,674 | $1.25M | 0.46% | +1210.0% | Added |
| Alta Wealth Advisors LLC | 5,897 | $1.25M | 0.74% | +537+10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,890 | $1.25M | 0.07% | −4,755−44.7% | Reduced |
| Davidson Capital Management Inc. | 5,890 | $1.25M | 0.47% | +162+2.8% | Added |
| PSI Advisors, LLC | 5,894 | $1.25M | 0.51% | +1,266+27.4% | Added |
| Harvest Volatility Management LLC | 5,885 | $1.25M | 0.14% | +2,712+85.5% | Added |
| Mainstay Capital Management LLC | 5,862 | $1.25M | 0.23% | +42+0.7% | Added |
| BSW Wealth Partners | 5,836 | $1.24M | 0.31% | +1,102+23.3% | Added |
| Dearborn Partners LLC | 5,821 | $1.24M | 0.05% | −227−3.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,815 | $1.24M | 0.74% | −170−2.8% | Reduced |
| Advisor Resource Council | 5,803 | $1.23M | 0.38% | −1,507−20.6% | Reduced |
| Central Bank & Trust Co | 5,793 | $1.23M | 0.20% | −160−2.7% | Reduced |
| EPIQ Capital Group, LLC | 5,793 | $1.23M | 0.34% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,795 | $1.23M | 0.07% | +398+7.4% | Added |
| GFG Capital, LLC | 5,788 | $1.23M | 0.36% | −1,266−17.9% | Reduced |
| Lindbrook Capital, LLC | 5,787 | $1.23M | 0.19% | −205−3.4% | Reduced |
| Sanders Morris Harris LLC | 5,761 | $1.22M | 0.24% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5,744 | $1.22M | 0.15% | +3,259+131.1% | Added |
| Meristem Family Wealth, LLC | 5,729 | $1.22M | 0.13% | −3,170−35.6% | Reduced |
| Heritage Trust Co | 5,726 | $1.22M | 0.17% | −20.0% | Reduced |
| Congress Wealth Management LLC | 5,723 | $1.22M | 0.03% | +57+1.0% | Added |
| Intrua Financial, LLC | 5,719 | $1.21M | 0.22% | −215−3.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,719 | $1.21M | 0.47% | +858+17.7% | Added |
| Braun Stacey Associates Inc | 5,691 | $1.21M | 0.05% | −53,858−90.4% | Reduced |
| Columbia Trust Co 01012016 | 6,373 | $1.21M | 0.56% | +425+7.1% | Added |
| Vickerman Investment Advisors, Inc. | 7,099 | $1.21M | 0.53% | +7,099 | New |
| Moody Lynn & Lieberson, LLC | 5,636 | $1.20M | 0.09% | −18,025−76.2% | Reduced |
| Capital Investment Advisors, LLC | 5,616 | $1.19M | 0.04% | +616+12.3% | Added |
| Jacobi Capital Management LLC | 5,612 | $1.19M | 0.14% | +2,048+57.5% | Added |
| BigSur Wealth Management LLC | 5,600 | $1.19M | 0.46% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,586 | $1.19M | 0.26% | +5,586 | New |
| Norway Savings Bank | 5,582 | $1.19M | 0.54% | −205−3.5% | Reduced |
| Redmond Asset Management, LLC | 5,577 | $1.18M | 0.35% | +192+3.6% | Added |
| Financial Advocates Investment Management | 5,521 | $1.17M | 0.08% | +382+7.4% | Added |
| Privium Fund Management (UK) Ltd | 5,458 | $1.17M | 0.78% | +5,458 | New |
| Community Bank & Trust, Waco, Texas | 5,501 | $1.17M | 0.33% | +79+1.5% | Added |
| Delta Investment Management, LLC | 5,493 | $1.17M | 0.35% | +3,099+129.4% | Added |
| Rehmann Capital Advisory Group | 5,488 | $1.16M | 0.11% | +1,232+28.9% | Added |
| Resources Investment Advisors, LLC. | 5,471 | $1.16M | 0.04% | +1,547+39.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,460 | $1.16M | 0.92% | −24−0.4% | Reduced |
| Compass Financial Advisors LLC | 5,439 | $1.16M | 1.28% | +1,312+31.8% | Added |
| Fortitude Advisory Group L.L.C. | 5,435 | $1.15M | 0.62% | +273+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,430 | $1.15M | 0.09% | −1,230−18.5% | Reduced |
| Capital Management Associates | 5,424 | $1.15M | 1.24% | −311−5.4% | Reduced |
| StoneX Group Inc. | 5,405 | $1.15M | 0.09% | +193+3.7% | Added |
| Alpha Paradigm Partners, LLC | 5,393 | $1.15M | 0.45% | +5,393 | New |
| Summit Global Investments | 5,389 | $1.14M | 0.08% | +6+0.1% | Added |
| Moseley Investment Management Inc | 5,385 | $1.14M | 0.62% | −1,517−22.0% | Reduced |
| Barden Capital Management, Inc. | 5,378 | $1.14M | 1.12% | +138+2.6% | Added |
| 1st Source Bank | 5,371 | $1.14M | 0.07% | −15−0.3% | Reduced |
| KRS Capital Management, LLC | 5,373 | $1.14M | 1.23% | +90+1.7% | Added |
| Tiedemann Advisors, LLC | 5,355 | $1.14M | 0.06% | −1,168−17.9% | Reduced |
| SeaBridge Investment Advisors LLC | 5,338 | $1.13M | 0.34% | +5,338 | New |
| Element Pointe Advisors, LLC | 5,314 | $1.13M | 0.38% | −1,418−21.1% | Reduced |
| Ayrshire Capital Management LLC | 5,315 | $1.13M | 0.66% | +5,315 | New |
| Stokes Family Office, LLC | 5,301 | $1.13M | 0.15% | +558+11.8% | Added |
| Redmont Wealth Advisors LLC | 5,300 | $1.13M | 1.20% | 00.0% | Unchanged |
| Graypoint LLC | 5,267 | $1.12M | 0.11% | −38−0.7% | Reduced |
| Curbstone Financial Management Corp | 5,256 | $1.12M | 0.21% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5,248 | $1.11M | 0.94% | +150+2.9% | Added |
| New Century Advisors, LLC | 5,240 | $1.11M | 0.94% | +360+7.4% | Added |
| Avantax Planning Partners, Inc. | 5,235 | $1.11M | 0.04% | +432+9.0% | Added |
| First United Bank Trust | 5,212 | $1.11M | 0.44% | −270−4.9% | Reduced |
| Menard Financial Group LLC | 5,214 | $1.11M | 1.09% | +644+14.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,208 | $1.10M | 0.06% | −40−0.8% | Reduced |