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 |
|---|---|---|---|---|---|
| Shorepoint Capital Partners LLC | 5,203 | $1.10M | 0.46% | +953+22.4% | Added |
| Buffington Mohr McNeal | 5,198 | $1.10M | 0.21% | +90+1.8% | Added |
| Strategic Blueprint, LLC | 5,199 | $1.10M | 0.13% | +267+5.4% | Added |
| Midwest Professional Planners, LTD. | 5,193 | $1.10M | 0.54% | +356+7.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,190 | $1.10M | 1.10% | +97+1.9% | Added |
| Next Century Growth Investors LLC | 5,188 | $1.10M | 0.11% | +46+0.9% | Added |
| Sky Investment Group LLC | 5,151 | $1.09M | 0.23% | −103−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 5,158 | $1.09M | 0.35% | −67−1.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 5,113 | $1.09M | 0.70% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5,104 | $1.08M | 0.68% | −163−3.1% | Reduced |
| Lumina Fund Management LLC | 5,100 | $1.08M | 0.44% | +5,100 | New |
| Ycg, LLC | 5,076 | $1.08M | 0.10% | +5,076 | New |
| Alpha Cubed Investments, LLC | 5,068 | $1.08M | 0.07% | −27,030−84.2% | Reduced |
| M Holdings Securities, Inc. | 5,052 | $1.07M | 0.08% | +5,052 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,047 | $1.07M | 1.22% | +5,047 | New |
| Lineweaver Wealth Advisors, LLC | 5,043 | $1.07M | 0.31% | +524+11.6% | Added |
| Quantinno Capital Management LP | 5,019 | $1.07M | 0.16% | +1,197+31.3% | Added |
| Integrated Advisors Network LLC | 5,015 | $1.06M | 0.06% | +947+23.3% | Added |
| TrimTabs Asset Management, LLC | 5,011 | $1.06M | 0.36% | +5,011 | New |
| Donoghue Forlines LLC | 5,011 | $1.06M | 0.23% | +5,011 | New |
| Game Creek Capital, LP | 5,000 | $1.06M | 0.55% | −13,200−72.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,988 | $1.06M | 0.85% | −27−0.5% | Reduced |
| Wolff Wiese Magana LLC | 4,982 | $1.06M | 0.71% | +455+10.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,665 | $1.05M | 0.12% | +4,665 | New |
| Evoke Wealth, LLC | 4,963 | $1.05M | 0.03% | −78−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 4,961 | $1.05M | 0.01% | +41+0.8% | Added |
| Headinvest, LLC | 4,953 | $1.05M | 0.20% | +188+3.9% | Added |
| Altfest L J & Co Inc | 4,949 | $1.05M | 0.19% | +1,981+66.7% | Added |
| Essex Savings Bank | 4,937 | $1.05M | 0.35% | +811+19.7% | Added |
| CWA Asset Management Group, LLC | 4,927 | $1.05M | 0.08% | −10,009−67.0% | Reduced |
| Quattro Financial Advisors LLC | 4,900 | $1.04M | 0.35% | +1,900+63.3% | Added |
| Leelyn Smith, LLC | 4,888 | $1.04M | 0.27% | +92+1.9% | Added |
| Highlander Capital Management, LLC | 4,882 | $1.04M | 0.49% | +1,000+25.8% | Added |
| Legacy Bridge, LLC | 4,879 | $1.04M | 0.61% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,827 | $1.02M | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,811 | $1.02M | 0.12% | −145−2.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,799 | $1.02M | 0.32% | +332+7.4% | Added |
| Mather Group, LLC. | 4,803 | $1.02M | 0.02% | +1,806+60.3% | Added |
| Hellman Jordan Management Co Inc | 4,784 | $1.02M | 1.10% | +691+16.9% | Added |
| Congress Park Capital LLC | 4,775 | $1.01M | 0.52% | +1,175+32.6% | Added |
| Guerra Pan Advisors, LLC | 5,789 | $1.01M | 1.22% | −33−0.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,758 | $1.01M | 0.49% | +333+7.5% | Added |
| Argent Advisors, Inc. | 4,742 | $1.01M | 0.54% | +651+15.9% | Added |
| Royal Harbor Partners, LLC | 4,744 | $1.01M | 0.65% | +4,744 | New |
| Avitas Wealth Management LLC | 4,718 | $1.00M | 0.18% | −8,701−64.8% | Reduced |
| Merit Financial Group, LLC | 4,719 | $1.00M | 0.06% | +672+16.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $998.0K | 0.39% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,692 | $996.0K | 0.18% | −1,376−22.7% | Reduced |
| Plancorp, LLC | 4,652 | $988.0K | 0.06% | +40+0.9% | Added |
| Riverview Capital Advisers, LLC | 4,645 | $986.2K | 0.45% | 00.0% | Unchanged |
| Saturna Capital CORP | 4,644 | $986.0K | 0.02% | +2,080+81.1% | Added |
| Israel Discount Bank of New York | 4,623 | $981.0K | 0.64% | −96−2.0% | Reduced |
| Capital Planning Advisors, LLC | 4,599 | $976.0K | 0.21% | −151−3.2% | Reduced |
| McDaniel Terry & Co | 4,594 | $975.0K | 0.11% | +979+27.1% | Added |
| Amarillo National Bank | 4,586 | $974.0K | 0.19% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,588 | $974.0K | 0.09% | +225+5.2% | Added |
| Moloney Securities Asset Management, LLC | 4,581 | $973.0K | 0.19% | +1,097+31.5% | Added |
| Gryphon Financial Partners LLC | 4,579 | $972.0K | 0.20% | −183−3.8% | Reduced |
| Riverview Trust Co | 4,576 | $972.0K | 0.72% | +607+15.3% | Added |
| Camden Capital, LLC | 4,569 | $970.0K | 0.21% | +956+26.5% | Added |
| CenterStar Asset Management, LLC | – | $964.0K | 0.67% | – | – |
| GraniteShares Advisors LLC | 4,536 | $963.0K | 0.52% | −265−5.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,534 | $963.0K | 0.09% | +2,080+84.8% | Added |
| Canvas Wealth Advisors, LLC | 5,396 | $962.0K | 0.35% | −1,351−20.0% | Reduced |
| Sargent Investment Group, LLC | 4,515 | $959.0K | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,516 | $959.0K | 0.22% | +129+2.9% | Added |
| Fort Point Capital Partners LLC | 4,513 | $958.0K | 0.15% | +49+1.1% | Added |
| Tranquility Partners, LLC | 4,501 | $956.0K | 0.45% | +54+1.2% | Added |
| HBK Sorce Advisory LLC | 4,494 | $954.0K | 0.05% | −2,006−30.9% | Reduced |
| Dakota Wealth Management | 4,489 | $954.0K | 0.08% | −1,407−23.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,500 | $954.0K | 0.11% | −335−6.9% | Reduced |
| Greenline Partners, LLC | 4,484 | $952.0K | 0.18% | −511−10.2% | Reduced |
| AlphaStar Capital Management, LLC | 4,486 | $952.0K | 0.08% | +24+0.5% | Added |
| Buckley Wealth Management, LLC | 4,477 | $951.0K | 0.26% | +278+6.6% | Added |
| Meadow Creek Wealth Advisors LLC | 4,481 | $951.0K | 1.03% | +563+14.4% | Added |
| Fairfield, Bush & Co. | 4,468 | $949.0K | 0.48% | +357+8.7% | Added |
| Harfst & Associates, Inc. | 4,473 | $949.0K | 0.22% | +408+10.0% | Added |
| Boothbay Fund Management, LLC | 4,466 | $948.0K | 0.03% | −189,286−97.7% | Reduced |
| Chicago Trust Co NA | 4,447 | $944.0K | 0.20% | −37−0.8% | Reduced |
| FLC Capital Advisors | 4,443 | $943.0K | 0.26% | +16+0.4% | Added |
| Allworth Financial LP | 4,422 | $939.0K | 0.01% | +439+11.0% | Added |
| Inscription Capital, LLC | 4,419 | $938.0K | 0.27% | −1,289−22.6% | Reduced |
| Garrett Investment Advisors LLC | 4,410 | $936.0K | 0.23% | +1,175+36.3% | Added |
| Qtron Investments LLC | 4,406 | $935.0K | 0.21% | +1,025+30.3% | Added |
| Nwam LLC | 4,392 | $933.0K | 0.07% | −649−12.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,379 | $930.0K | 0.02% | −291−6.2% | Reduced |
| 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 |
| 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 |
| HM Payson & Co | 4,346 | $923.0K | 0.02% | +172+4.1% | Added |
| Proequities, Inc. | 4,339 | $921.0K | 0.07% | −2,131−32.9% | Reduced |
| 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 |
| GoalVest Advisory LLC | 4,326 | $918.0K | 0.52% | +4,326 | New |
| Sonen Capital LLC | 4,314 | $916.0K | 1.11% | +2,434+129.5% | Added |
| Essex Financial Services, Inc. | 4,299 | $913.0K | 0.09% | +189+4.6% | Added |
| Magnolia Capital Advisors LLC | 4,297 | $912.0K | 0.36% | +169+4.1% | Added |