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 |
|---|---|---|---|---|---|
| Periscope Capital Inc. | 2,536 | $538.0K | 0.01% | −64−2.5% | Reduced |
| Valmark Advisers, Inc. | 2,527 | $537.0K | 0.01% | +144+6.0% | Added |
| FirstPurpose Wealth LLC | 2,518 | $535.0K | 0.42% | +217+9.4% | Added |
| Atticus Wealth Management, LLC | 2,518 | $535.0K | 0.20% | +387+18.2% | Added |
| Vista Wealth Management Group, LLC | 2,506 | $532.0K | 0.08% | −9−0.4% | Reduced |
| G&S Capital LLC | 2,503 | $531.0K | 0.28% | −2,019−44.6% | Reduced |
| IvyRock Asset Management (HK) Ltd | 2,500 | $531.0K | 0.38% | +2,500 | New |
| Fayez Sarofim & Co | 2,496 | $530.0K | 0.00% | +66+2.7% | Added |
| Key Financial Inc | 2,481 | $527.0K | 0.26% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,453 | $521.0K | 0.02% | −1,706−41.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,447 | $520.0K | 0.63% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,428 | $516.0K | 0.02% | +3+0.1% | Added |
| Choate Investment Advisors | 2,414 | $512.0K | 0.03% | +15+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 2,405 | $510.6K | 0.13% | +123+5.4% | Added |
| David J Yvars Group | 2,400 | $510.0K | 0.35% | −85−3.4% | Reduced |
| Associated Banc-Corp | 2,401 | $510.0K | 0.02% | +31+1.3% | Added |
| Hodges Capital Management Inc. | 2,400 | $510.0K | 0.04% | +700+41.2% | Added |
| Jeneq Management, LP | 2,400 | $510.0K | 0.13% | +2,400 | New |
| Harvey Capital Management Inc | 2,400 | $509.0K | 0.16% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 2,398 | $508.0K | 0.00% | −141−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,395 | $508.0K | 0.12% | −87−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,392 | $508.0K | 0.07% | +1,192+99.3% | Added |
| Eagle Strategies LLC | 2,372 | $504.0K | 0.20% | −450−15.9% | Reduced |
| Meridian Investment Counsel Inc. | 2,373 | $504.0K | 0.18% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,368 | $503.0K | 0.09% | +2,368 | New |
| Financial Advisory Service, Inc. | 2,365 | $502.0K | 0.05% | +8+0.3% | Added |
| Conway Capital Management, Inc. | 2,360 | $501.1K | 0.32% | −200−7.8% | Reduced |
| Financial Advisory Corp | 2,359 | $501.0K | 0.27% | −53−2.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,357 | $500.4K | 0.17% | +21+0.9% | Added |
| Bellecapital International Ltd. | 2,349 | $499.0K | 0.16% | −560−19.3% | Reduced |
| Ssi Investment Management LLC | 2,345 | $499.0K | 0.03% | +789+50.7% | Added |
| Essex LLC | 2,341 | $497.0K | 0.13% | −40−1.7% | Reduced |
| Childress Capital Advisors, LLC | 2,340 | $496.0K | 0.17% | +414+21.5% | Added |
| Sterling Investment Counsel, LLC | 2,337 | $496.0K | 0.33% | +1,272+119.4% | Added |
| BKD Wealth Advisors, LLC | 2,327 | $494.0K | 0.02% | +139+6.4% | Added |
| Delta Financial Advisors LLC | 2,320 | $493.0K | 0.21% | +38+1.7% | Added |
| Tradition Wealth Management, LLC | 2,319 | $492.0K | 0.06% | −322−12.2% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 2,319 | $492.0K | 0.54% | +2,319 | New |
| ASB Consultores, LLC | 2,310 | $490.0K | 0.21% | +491+27.0% | Added |
| First Financial Corp | 2,305 | $489.0K | 0.30% | −35−1.5% | Reduced |
| CenterBook Partners LP | 2,302 | $489.0K | 0.17% | +2,302 | New |
| Revolve Wealth Partners, LLC | 2,299 | $488.0K | 0.14% | −49−2.1% | Reduced |
| Parkside Advisors LLC | 2,299 | $488.0K | 0.15% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,300 | $488.0K | 0.45% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,295 | $487.0K | 0.06% | +203+9.7% | Added |
| Cim Investment Mangement Inc | 2,286 | $485.0K | 0.16% | −2−0.1% | Reduced |
| Accel Wealth Management | 2,286 | $485.0K | 0.25% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,284 | $485.0K | 0.12% | +579+34.0% | Added |
| Parkside Financial Bank & Trust | 2,281 | $484.0K | 0.13% | −9−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,271 | $482.0K | 0.05% | −2,343−50.8% | Reduced |
| Am Investment Strategies LLC | 2,269 | $482.0K | 0.13% | +117+5.4% | Added |
| Delphia (USA) Inc. | 2,264 | $481.0K | 0.36% | −446−16.5% | Reduced |
| GSB Wealth Management, LLC | 2,262 | $480.0K | 0.14% | −200−8.1% | Reduced |
| Appleton Partners Inc | 2,257 | $479.0K | 0.04% | +652+40.6% | Added |
| Reynders McVeigh Capital Management, LLC | 2,253 | $478.0K | 0.03% | −6−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,252 | $478.0K | 0.14% | +79+3.6% | Added |
| ArrowMark Colorado Holdings LLC | 2,242 | $476.0K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,238 | $475.0K | 0.31% | +444+24.7% | Added |
| Greenwich Wealth Management LLC | 2,230 | $474.0K | 0.05% | −122−5.2% | Reduced |
| Credential Qtrade Securities Inc. | 2,228 | $473.0K | 0.03% | +223+11.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,228 | $473.0K | 0.03% | −430−16.2% | Reduced |
| Adviser Investments LLC | 2,229 | $473.0K | 0.03% | −25−1.1% | Reduced |
| Marcum Wealth, LLC | 2,222 | $472.0K | 0.07% | −737−24.9% | Reduced |
| Texas Yale Capital Corp. | 2,224 | $472.0K | 0.03% | −80−3.5% | Reduced |
| Hengehold Capital Management LLC | 2,223 | $472.0K | 0.06% | −4−0.2% | Reduced |
| Baldwin Brothers Inc | 2,222 | $472.0K | 0.05% | +680+44.1% | Added |
| Truvestments Capital LLC | 2,218 | $471.0K | 0.26% | +40+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,218 | $471.0K | 0.08% | +125+6.0% | Added |
| HighTower Trust Services, LTA | 2,218 | $471.0K | 0.04% | +245+12.4% | Added |
| Doliver Advisors, LP | 2,219 | $471.0K | 0.15% | +244+12.4% | Added |
| Boyd Watterson Asset Management LLC | 2,220 | $471.0K | 0.17% | +1,118+101.5% | Added |
| Andesa Financial Management Inc. | 2,207 | $469.0K | 0.25% | +100+4.7% | Added |
| TKG Advisors, LLC | 2,206 | $468.0K | 0.37% | −2,037−48.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,919 | $468.0K | 0.06% | −765−20.8% | Reduced |
| Cooper Financial Group | 2,205 | $468.0K | 0.18% | +237+12.0% | Added |
| Two Sigma Advisers, LP | 2,200 | $467.0K | 0.00% | +2,200 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,194 | $466.0K | 0.01% | −1,191−35.2% | Reduced |
| Journey Advisory Group, LLC | 2,194 | $466.0K | 0.12% | +77+3.6% | Added |
| Crumly & Associates Inc. | 2,197 | $466.0K | 0.17% | +124+6.0% | Added |
| Fortem Financial Group, LLC | 2,190 | $465.0K | 0.20% | −1,100−33.4% | Reduced |
| Aire Advisors, LLC | 2,181 | $463.0K | 0.17% | +458+26.6% | Added |
| Redwood Financial Network Corp | 2,180 | $463.0K | 0.43% | +2,180 | New |
| Anchor Investment Management, LLC | 2,178 | $462.4K | 0.06% | −83−3.7% | Reduced |
| IFG Advisors, LLC | 2,158 | $458.0K | 0.20% | −10.0% | Reduced |
| Venturi Wealth Management, LLC | 2,157 | $458.0K | 0.04% | +268+14.2% | Added |
| Parsec Financial Management, Inc. | 2,151 | $457.0K | 0.02% | −138−6.0% | Reduced |
| Blue Fin Capital, Inc. | 2,157 | $457.0K | 0.13% | +253+13.3% | Added |
| Ergoteles LLC | 2,144 | $455.0K | 0.02% | +2,144 | New |
| Arlington Partners LLC | 2,138 | $454.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,139 | $454.0K | 0.11% | +422+24.6% | Added |
| McDonald Partners LLC | 2,123 | $451.0K | 0.10% | −3,577−62.8% | Reduced |
| Oakworth Capital, Inc. | 2,122 | $451.0K | 0.04% | +105+5.2% | Added |
| Fieldpoint Private Securities, LLC | 2,114 | $449.0K | 0.09% | +228+12.1% | Added |
| Jeppson Wealth Management, LLC | 2,118 | $449.0K | 0.21% | +634+42.7% | Added |
| West Oak Capital, LLC | 2,105 | $447.0K | 0.20% | −125−5.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,104 | $447.0K | 0.13% | +18+0.9% | Added |
| Benjamin Edwards Inc | 2,102 | $446.0K | 0.13% | +551+35.5% | Added |
| Reuter James Wealth Management, LLC | 2,090 | $444.0K | 0.18% | −41−1.9% | Reduced |
| Evolution Wealth Advisors, LLC | 2,066 | $443.0K | 0.09% | −223−9.7% | Reduced |
| Main Street Research LLC | 2,085 | $443.0K | 0.04% | +410+24.5% | Added |