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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 4,291 | $911.0K | 0.12% | +497+13.1% | Added |
| Symmetry Partners, LLC | 4,287 | $910.0K | 0.06% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 4,272 | $907.0K | 0.28% | −82−1.9% | Reduced |
| Banco BTG Pactual S.A. | 4,251 | $903.0K | 0.47% | +1,081+34.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,247 | $902.0K | 0.11% | −61−1.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,229 | $898.0K | 0.77% | −11,749−73.5% | Reduced |
| Haverford Trust Co | 4,226 | $897.0K | 0.01% | +162+4.0% | Added |
| Eastern Bank | 4,212 | $895.0K | 0.04% | −1,629−27.9% | Reduced |
| CPWM, LLC | 4,210 | $894.0K | 0.06% | +965+29.7% | Added |
| Occidental Asset Management, LLC | 4,173 | $886.0K | 0.23% | +138+3.4% | Added |
| Smith, Salley & Associates | 4,168 | $885.0K | 0.07% | +8+0.2% | Added |
| Jmac Enterprises LLC | 4,152 | $882.0K | 0.21% | +25+0.6% | Added |
| Insight Advisors, LLC | 4,147 | $880.0K | 0.26% | +778+23.1% | Added |
| Sage Rhino Capital LLC | 4,135 | $878.0K | 0.27% | −10.0% | Reduced |
| Jupiter Wealth Management LLC | 4,125 | $875.0K | 0.55% | −9,087−68.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,119 | $874.5K | 0.23% | +218+5.6% | Added |
| RMR Wealth Builders | 4,113 | $873.0K | 0.19% | +4,113 | New |
| Synergy Financial Management, LLC | 4,075 | $865.0K | 0.21% | +2,688+193.8% | Added |
| AMG National Trust Bank | 4,065 | $863.0K | 0.03% | −106−2.5% | Reduced |
| Valley Brook Capital Group | 4,064 | $862.0K | 0.74% | +420+11.5% | Added |
| Stonebridge Capital Advisors LLC | 4,062 | $862.0K | 0.09% | +1,229+43.4% | Added |
| 1776 Wealth LLC | 4,062 | $862.0K | 0.50% | +2,099+106.9% | Added |
| Buckingham Strategic Partners | 4,053 | $860.0K | 0.09% | +604+17.5% | Added |
| Bordeaux Wealth Advisors LLC | 4,017 | $853.0K | 0.46% | +285+7.6% | Added |
| MUFG Americas Holdings Corp | 4,013 | $852.0K | 0.02% | +7+0.2% | Added |
| Stamos Capital Partners, L.P. | 4,010 | $851.0K | 0.28% | +4,010 | New |
| Western Pacific Wealth Management, LP | 3,991 | $847.0K | 0.62% | +10.0% | Added |
| Ascent Group, LLC | 3,988 | $847.0K | 0.10% | +478+13.6% | Added |
| Great Diamond Partners, LLC | 3,984 | $845.0K | 0.24% | −391−8.9% | Reduced |
| Claro Advisors LLC | 3,327 | $845.0K | 0.30% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,979 | $844.0K | 0.07% | +202+5.3% | Added |
| Wealth Management Associates, Inc. | 3,945 | $837.6K | 0.48% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 3,942 | $837.0K | 0.78% | +723+22.5% | Added |
| Hazlett, Burt & Watson, Inc. | 3,927 | $834.0K | 0.66% | +3,927 | New |
| Taylor Wealth Management Partners | 3,908 | $830.0K | 0.34% | −155−3.8% | Reduced |
| Covenant Partners, LLC | 3,907 | $830.0K | 0.33% | −21−0.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,881 | $828.0K | 0.58% | +752+18.2% | Added |
| Tectonic Advisors LLC | 3,893 | $826.0K | 0.14% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,870 | $822.0K | 0.07% | −16−0.4% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,868 | $821.0K | 0.47% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,869 | $821.0K | 0.15% | +58+1.5% | Added |
| Waycross Partners, LLC | 3,846 | $817.0K | 0.48% | +900+30.5% | Added |
| Koss-Olinger Consulting, LLC | 3,834 | $814.0K | 0.13% | −902−19.0% | Reduced |
| Amica Retiree Medical Trust | 3,834 | $814.0K | 0.76% | +3,834 | New |
| Lumature Wealth Partners, LLC | 3,816 | $810.0K | 0.33% | +191+5.3% | Added |
| Privium Fund Management B.V. | 3,809 | $809.0K | 0.18% | +3,809 | New |
| Kraematon Investment Advisors, Inc | 3,801 | $807.0K | 0.77% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,800 | $807.0K | 0.18% | +3,800 | New |
| Focus Financial Network, Inc. | 3,783 | $803.2K | 0.06% | +1,653+77.6% | Added |
| Whitener Capital Management, Inc. | 3,786 | $803.0K | 0.30% | −170−4.3% | Reduced |
| Capitolis Advisors LLC | 3,763 | $799.0K | 0.04% | −228,529−98.4% | Reduced |
| Kempen Capital Management N.V. | 3,754 | $797.0K | 0.02% | −7,864−67.7% | Reduced |
| Tolleson Wealth Management, Inc. | 3,730 | $792.0K | 0.23% | −1,000−21.1% | Reduced |
| Consilium Wealth Advisory, LLC | 3,720 | $790.0K | 0.57% | −775−17.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,719 | $790.0K | 0.04% | −701−15.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,707 | $787.0K | 0.21% | +86+2.4% | Added |
| Diligent Investors, LLC | 3,686 | $783.0K | 0.23% | +142+4.0% | Added |
| Trust Investment Advisors | 3,681 | $782.0K | 0.64% | +83+2.3% | Added |
| Chemung Canal Trust Co | 3,678 | $781.0K | 0.15% | −131−3.4% | Reduced |
| Bremer Bank National Association | 3,668 | $778.0K | 0.13% | −8,756−70.5% | Reduced |
| Ellevest, Inc. | 3,629 | $771.0K | 0.07% | +229+6.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $770.0K | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,624 | $769.0K | 0.10% | −5,367−59.7% | Reduced |
| Stiles Financial Services Inc | 3,616 | $768.0K | 0.38% | −5−0.1% | Reduced |
| Highview Capital Management LLC | 3,617 | $768.0K | 0.49% | +631+21.1% | Added |
| Lake Street Financial LLC | 3,612 | $767.0K | 0.14% | −12,146−77.1% | Reduced |
| IMS Capital Management | 3,601 | $765.0K | 0.40% | +352+10.8% | Added |
| Mizuho Securities USA LLC | 3,584 | $761.0K | 0.11% | −8,778−71.0% | Reduced |
| TSFG, LLC | 3,574 | $759.0K | 0.27% | +271+8.2% | Added |
| Boenning & Scattergood, Inc. | 3,567 | $757.0K | 0.12% | +375+11.7% | Added |
| Stevens Capital Management LP | 3,521 | $748.0K | 0.16% | −8,292−70.2% | Reduced |
| Creative Financial Designs Inc | 3,518 | $747.0K | 0.11% | +713+25.4% | Added |
| BerganKDV Wealth Management, LLC | 3,516 | $747.0K | 0.08% | +2,991+569.7% | Added |
| Bristlecone Advisors, LLC | 3,504 | $744.0K | 0.09% | +549+18.6% | Added |
| Boulder Hill Capital Management LP | 3,500 | $743.0K | 0.40% | +3,500 | New |
| Roberts Capital Advisors, LLC | 3,497 | $742.0K | 0.77% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 3,495 | $742.0K | 0.07% | +1,500+75.2% | Added |
| Masso Torrence Wealth Management Inc. | 3,491 | $741.0K | 0.59% | +141+4.2% | Added |
| Washington Trust Advisors, Inc. | 3,486 | $741.0K | 0.05% | +570+19.5% | Added |
| WP Advisors, LLC | 3,483 | $740.0K | 0.30% | +426+13.9% | Added |
| Carnegie Capital Asset Management, LLC | 3,481 | $739.0K | 0.03% | +49+1.4% | Added |
| Smithfield Trust Co | 3,486 | $738.0K | 0.05% | +469+15.5% | Added |
| Claraphi Advisory Network, LLC | 3,469 | $737.0K | 0.21% | +14+0.4% | Added |
| Castleview Partners, LLC | 3,452 | $732.0K | 0.46% | −2,162,752−99.8% | Reduced |
| Octavia Wealth Advisors, LLC | 3,446 | $732.0K | 0.16% | −223−6.1% | Reduced |
| LWM Advisory Services, LLC | 3,432 | $729.0K | 0.91% | +363+11.8% | Added |
| Ipswich Investment Management Co., Inc. | 3,410 | $724.0K | 0.18% | −3,428−50.1% | Reduced |
| First Pacific Financial | 3,399 | $722.0K | 0.37% | +192+6.0% | Added |
| L & S Advisors Inc | 3,366 | $715.0K | 0.08% | −5,728−63.0% | Reduced |
| Camelot Portfolios, LLC | 3,354 | $712.0K | 0.35% | +573+20.6% | Added |
| Ropes Wealth Advisors LLC | 3,344 | $710.0K | 0.12% | −21−0.6% | Reduced |
| BFT Financial Group, LLC | 3,341 | $710.0K | 0.11% | +3,341 | New |
| 17 Capital Partners, LLC | 3,340 | $709.0K | 0.74% | +5+0.1% | Added |
| Global Trust Asset Management, LLC | 3,335 | $708.0K | 0.29% | −131−3.8% | Reduced |
| Citizens Financial Group Inc | 3,329 | $707.0K | 0.02% | +662+24.8% | Added |
| Montag A & Associates Inc | 3,324 | $706.0K | 0.04% | −969−22.6% | Reduced |
| Rathbone Brothers plc | 3,318 | $704.0K | 0.01% | −1,012−23.4% | Reduced |
| Hilltop Holdings Inc. | 3,301 | $701.0K | 0.08% | −706−17.6% | Reduced |
| One Capital Management, LLC | 3,305 | $701.0K | 0.04% | −610−15.6% | Reduced |
| Baker Avenue Asset Management, LP | 3,301 | $701.0K | 0.04% | −31−0.9% | Reduced |