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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 3,297 | $700.0K | 0.14% | −1,587−32.5% | Reduced |
| Caxton Corp | 3,294 | $699.0K | 0.87% | −52−1.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,290 | $699.0K | 0.45% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,293 | $699.0K | 0.08% | +778+30.9% | Added |
| DSC Advisors, L.P. | 3,286 | $698.0K | 0.56% | +258+8.5% | Added |
| Highland Private Wealth Management | 3,280 | $697.0K | 0.09% | +40+1.2% | Added |
| Csenge Advisory Group | 3,274 | $695.0K | 0.06% | +475+17.0% | Added |
| Advisors Capital Management, LLC | 3,269 | $694.0K | 0.02% | −724−18.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,263 | $693.0K | 0.24% | −135−4.0% | Reduced |
| AdvisorNet Financial, Inc | 3,262 | $693.0K | 0.04% | +53+1.7% | Added |
| FineMark National Bank & Trust | 3,259 | $692.0K | 0.03% | −36−1.1% | Reduced |
| Platform Technology Partners | 3,256 | $691.0K | 0.33% | −318−8.9% | Reduced |
| Oder Investment Management, LLC | 3,235 | $687.0K | 0.78% | +618+23.6% | Added |
| Thomas White International Ltd | 3,227 | $685.0K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,226 | $685.0K | 0.55% | +42+1.3% | Added |
| West Family Investments, Inc. | 3,227 | $685.0K | 0.19% | +162+5.3% | Added |
| Charles Carroll Financial Partners, LLC | 3,225 | $685.0K | 0.71% | +3,225 | New |
| Glenview Trust Co | 3,214 | $683.0K | 0.02% | +243+8.2% | Added |
| Archford Capital Strategies, LLC | 3,231 | $679.0K | 0.15% | +2,238+225.4% | Added |
| Balyasny Asset Management LLC | 3,200 | $679.0K | 0.00% | +3,200 | New |
| Benchmark Investment Advisors LLC | 3,194 | $678.0K | 0.51% | +90+2.9% | Added |
| JB Capital LLC | 3,189 | $678.0K | 0.07% | +1,455+83.9% | Added |
| Atom Investors LP | 3,183 | $676.0K | 0.32% | −1,825−36.4% | Reduced |
| Allred Capital Management, LLC | 3,187 | $676.0K | 0.36% | −864−21.3% | Reduced |
| Visionary Wealth Advisors | 3,182 | $676.0K | 0.05% | +543+20.6% | Added |
| First National Bank | 3,172 | $674.0K | 0.62% | +166+5.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,154 | $670.0K | 0.00% | −143,934−97.9% | Reduced |
| Warther Private Wealth, LLC | 3,152 | $669.0K | 0.44% | +224+7.7% | Added |
| Drive Wealth Management, LLC | 3,145 | $668.0K | 0.56% | +869+38.2% | Added |
| Colonial River Wealth Management, LLC | 3,139 | $666.0K | 0.38% | −560−15.1% | Reduced |
| Baxter Bros Inc | 3,131 | $665.0K | 0.10% | −33−1.0% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $664.0K | 0.50% | 00.0% | Unchanged |
| Renasant Bank | 3,107 | $659.0K | 0.44% | +247+8.6% | Added |
| High Net Worth Advisory Group LLC | 3,093 | $657.0K | 0.24% | +85+2.8% | Added |
| FORA Capital, LLC | 3,047 | $655.0K | 0.12% | −4,892−61.6% | Reduced |
| Cahill Financial Advisors Inc | 3,055 | $649.0K | 0.12% | +70+2.3% | Added |
| Copperwynd Financial, LLC | 3,049 | $647.0K | 0.27% | +240+8.5% | Added |
| V2 Financial group LLC | 3,046 | $646.7K | 0.49% | −25−0.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,017 | $640.0K | 0.16% | −750−19.9% | Reduced |
| Coastal Investment Advisors, Inc. | 3,012 | $640.0K | 0.13% | +107+3.7% | Added |
| TCWP LLC | 3,010 | $639.0K | 0.12% | −403−11.8% | Reduced |
| Cornerstone Wealth Management, LLC | 3,007 | $638.0K | 0.06% | −157−5.0% | Reduced |
| Sax Wealth Advisors, LLC | 3,007 | $638.0K | 0.15% | +16+0.5% | Added |
| Lyon Street Capital, LLC | 3,000 | $637.0K | 0.95% | −1,000−25.0% | Reduced |
| Gabelli Funds LLC | 3,000 | $637.0K | 0.00% | +540+22.0% | Added |
| Lynch Asset Management, Inc. | 3,000 | $637.0K | 0.46% | +1,750+140.0% | Added |
| Monetta Financial Services Inc | 3,000 | $637.0K | 0.53% | +3,000 | New |
| Meridian Financial Partners LLC | 2,995 | $636.0K | 0.95% | +637+27.0% | Added |
| Stonebridge Financial Planning Group, LLC | 2,992 | $635.0K | 0.36% | −60−2.0% | Reduced |
| Amussen Hunsaker Associates LLC | 2,988 | $634.0K | 0.15% | +217+7.8% | Added |
| Minot Wealth Management LLC | 2,979 | $633.0K | 0.14% | −11,308−79.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,977 | $632.0K | 0.39% | +1,285+75.9% | Added |
| Synergy Financial Group, LTD | 2,954 | $627.0K | 0.66% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,928 | $622.0K | 0.41% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,927 | $621.0K | 0.23% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,927 | $621.0K | 0.28% | +97+3.4% | Added |
| XML Financial, LLC | 2,915 | $619.0K | 0.07% | +413+16.5% | Added |
| Addison Capital Co | 2,905 | $617.0K | 0.29% | +790+37.4% | Added |
| Teamwork Financial Advisors, LLC | 2,876 | $611.0K | 0.11% | −1,729−37.5% | Reduced |
| Probity Advisors, Inc. | 2,876 | $611.0K | 0.13% | +417+17.0% | Added |
| Eads & Heald Wealth Management | 2,871 | $610.0K | 0.28% | −1,737−37.7% | Reduced |
| Strengthening Families & Communities, LLC | 2,871 | $610.0K | 0.38% | −193−6.3% | Reduced |
| Teza Capital Management LLC | 2,859 | $607.0K | 0.23% | −3,634−56.0% | Reduced |
| Pitti Group Wealth Management, LLC | 2,860 | $607.0K | 0.71% | +129+4.7% | Added |
| Cumberland Partners Ltd | 2,850 | $605.0K | 0.05% | +2,850 | New |
| Investors Research Corp | 2,834 | $602.0K | 0.17% | +2,561+938.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,829 | $601.0K | 0.09% | +2,829 | New |
| Gradient Investments LLC | 2,821 | $599.0K | 0.02% | +962+51.7% | Added |
| S&CO Inc | 2,821 | $598.0K | 0.04% | +590+26.4% | Added |
| Davis R M Inc | 2,813 | $597.0K | 0.01% | −116−4.0% | Reduced |
| Saiph Capital, LLC | 2,806 | $595.8K | 0.40% | +155+5.8% | Added |
| Sunflower Bank, N.A. | 2,801 | $595.0K | 0.08% | +247+9.7% | Added |
| Juncture Wealth Strategies, LLC | 2,797 | $594.0K | 0.28% | −853−23.4% | Reduced |
| Capital Asset Advisory Services LLC | 2,777 | $590.0K | 0.06% | −497−15.2% | Reduced |
| H. L. Ormond & Company, LLC | 2,778 | $590.0K | 0.72% | −59−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,768 | $588.0K | 0.11% | +127+4.8% | Added |
| Capital Impact Advisors, LLC | 2,763 | $587.0K | 0.43% | +2,763 | New |
| Redwood Investments, LLC | 2,758 | $586.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,725 | $579.0K | 0.02% | +1,176+75.9% | Added |
| Sonora Investment Management Group, LLC | 2,715 | $577.0K | 0.07% | +180+7.1% | Added |
| Sonata Capital Group Inc | 2,707 | $575.0K | 0.25% | +13+0.5% | Added |
| Geller Advisors LLC | 2,698 | $573.0K | 0.11% | +108+4.2% | Added |
| Prudent Man Advisors, LLC | 2,693 | $572.0K | 0.23% | −120−4.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,695 | $572.0K | 0.27% | +218+8.8% | Added |
| Castle Rock Wealth Management, LLC | 2,980 | $570.0K | 0.26% | −677−18.5% | Reduced |
| Bowman & Co S.C. | 2,666 | $566.0K | 0.44% | +112+4.4% | Added |
| Park National Corp | 2,663 | $565.0K | 0.02% | +72+2.8% | Added |
| First Nebraska Trust Co | 2,642 | $560.9K | 0.07% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,639 | $560.0K | 0.36% | +2,639 | New |
| XTX Topco Ltd | 2,617 | $556.0K | 0.24% | +356+15.7% | Added |
| Pinnacle Private Wealth, LLC | 2,604 | $553.0K | 0.17% | −395−13.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,600 | $552.0K | 0.11% | +2,600 | New |
| Beaumont Financial Partners, LLC | 2,587 | $551.0K | 0.04% | +173+7.2% | Added |
| Brown Advisory Securities, LLC | 2,582 | $549.0K | 0.32% | −1,231−32.3% | Reduced |
| Fulcrum Capital LLC | 2,573 | $546.0K | 0.15% | −313−10.8% | Reduced |
| Riverstone Advisors, LLC | 2,568 | $545.0K | 0.28% | +259+11.2% | Added |
| Mason & Associates Inc | 2,565 | $545.0K | 0.17% | +545+27.0% | Added |
| Keystone Financial Group | 2,568 | $545.0K | 0.09% | +2,568 | New |
| Roberts Glore & Co Inc | 2,557 | $543.0K | 0.16% | +824+47.5% | Added |
| Stratos Wealth Advisors, LLC | 2,533 | $538.0K | 0.04% | −1,091−30.1% | Reduced |