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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 2,078 | $440.0K | 0.14% | −264−11.3% | Reduced |
| Kavar Capital Partners Group, LLC | 2,063 | $438.0K | 0.09% | +170+9.0% | Added |
| First Manhattan Co | 2,060 | $437.0K | 0.00% | −2,658−56.3% | Reduced |
| James Hambro & Partners | 2,050 | $436.0K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,039 | $433.0K | 0.17% | +70+3.6% | Added |
| Hemenway Trust Co LLC | 2,031 | $431.0K | 0.04% | −65−3.1% | Reduced |
| Secure Asset Management, LLC | 2,031 | $431.0K | 0.19% | +747+58.2% | Added |
| WealthBridge Capital Management, LLC | 2,025 | $430.0K | 0.16% | +6+0.3% | Added |
| Angeles Wealth Management, LLC | 2,027 | $430.0K | 0.08% | +2,027 | New |
| State of Wyoming | 2,013 | $427.0K | 0.21% | −26−1.3% | Reduced |
| Calton & Associates, Inc. | 2,008 | $426.0K | 0.13% | +24+1.2% | Added |
| Parthenon LLC | 2,000 | $425.0K | 0.06% | +350+21.2% | Added |
| Golden State Equity Partners | 2,004 | $425.0K | 0.21% | +668+50.0% | Added |
| Prestige Wealth Management Group LLC | 2,002 | $425.0K | 0.10% | +1,072+115.3% | Added |
| Alley Investment Management Company, LLC | 2,000 | $425.0K | 0.07% | +2,000 | New |
| Corton Capital Inc. | 1,999 | $424.0K | 0.18% | +1,999 | New |
| Echo45 Advisors LLC | 1,962 | $417.0K | 0.33% | −655−25.0% | Reduced |
| Boston Financial Mangement LLC | 1,945 | $413.0K | 0.02% | −285−12.8% | Reduced |
| Curated Wealth Partners LLC | 1,629 | $413.0K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,943 | $413.0K | 0.11% | +1,943 | New |
| Hyperion Capital Advisors LP | 1,934 | $411.0K | 0.16% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,929 | $410.0K | 0.06% | −1,043−35.1% | Reduced |
| Salvus Wealth Management, LLC | 1,932 | $410.0K | 0.31% | +252+15.0% | Added |
| PDS Planning, Inc | 1,924 | $409.0K | 0.07% | −71−3.6% | Reduced |
| Catalyst Private Wealth, LLC | 1,926 | $409.0K | 0.20% | −52−2.6% | Reduced |
| Patron Partners Advisors, LLC | 1,917 | $407.0K | 0.28% | −822−30.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,911 | $406.0K | 0.03% | −2,331−55.0% | Reduced |
| Ancora Advisors, LLC | 1,903 | $404.0K | 0.01% | −538−22.0% | Reduced |
| Absolute Capital Management, LLC | 1,900 | $403.0K | 0.48% | −3,800−66.7% | Reduced |
| United Maritime Capital LLC | 1,900 | $403.0K | 1.10% | −904−32.2% | Reduced |
| C2C Wealth Management, LLC | 2,136 | $403.0K | 0.07% | −535−20.0% | Reduced |
| PAX Financial Group, LLC | 1,898 | $403.0K | 0.09% | −700−26.9% | Reduced |
| Great Lakes Advisors, LLC | 1,890 | $401.0K | 0.01% | −1,598−45.8% | Reduced |
| Citizens National Bank Trust Department | 2,280 | $401.0K | 0.16% | +2,280 | New |
| Concord Wealth Partners | 1,884 | $400.0K | 0.10% | +502+36.3% | Added |
| Wolverine Asset Management LLC | 1,881 | $399.0K | 0.00% | −19,678−91.3% | Reduced |
| Keel Point, LLC | 1,879 | $399.0K | 0.06% | −670−26.3% | Reduced |
| Arete Wealth Advisors, LLC | 1,875 | $398.0K | 0.03% | −536−22.2% | Reduced |
| Silverlake Wealth Management LLC | 1,868 | $396.6K | 0.23% | +408+27.9% | Added |
| KWB Wealth | 1,559 | $396.0K | 0.07% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,856 | $394.0K | 0.00% | −767−29.2% | Reduced |
| First Heartland Consultants, Inc. | 1,860 | $394.0K | 0.06% | −662−26.2% | Reduced |
| Future Fund LLC | 1,836 | $390.0K | 0.47% | +139+8.2% | Added |
| Private Portfolio Partners LLC | 1,832 | $389.0K | 0.10% | +165+9.9% | Added |
| Fosun International Ltd | 1,800 | $387.0K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,814 | $385.0K | 0.09% | −410−18.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,808 | $384.0K | 0.27% | +40+2.3% | Added |
| Winthrop Advisory Group LLC | 1,806 | $383.0K | 0.08% | +365+25.3% | Added |
| Cubic Asset Management, LLC | 1,800 | $382.0K | 0.09% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,795 | $381.0K | 0.02% | −3,054−63.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,793 | $381.0K | 0.19% | −124−6.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,783 | $379.0K | 0.06% | −134−7.0% | Reduced |
| Parker Investment Management, LLC | 1,776 | $377.0K | 0.06% | +120+7.2% | Added |
| SkyView Investment Advisors, LLC | 2,178 | $376.0K | 0.09% | −1,981−47.6% | Reduced |
| DeDora Capital, Inc. | 1,773 | $376.0K | 0.15% | +1,773 | New |
| AIA Group Ltd | 1,766 | $375.0K | 0.02% | −9,278−84.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,763 | $374.0K | 0.13% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,760 | $374.0K | 0.56% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,759 | $373.0K | 0.11% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,750 | $372.0K | 0.06% | −195−10.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,750 | $372.0K | 0.05% | +83+5.0% | Added |
| Pacific Center for Financial Services | 1,746 | $371.0K | 0.13% | −10−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 1,746 | $371.0K | 0.14% | +1,746 | New |
| First Pacific Advisors, LP | 1,745 | $370.0K | 0.00% | −3,380−66.0% | Reduced |
| Poehling Capital Management, LLC | 1,734 | $368.0K | 0.11% | +684+65.1% | Added |
| Austin Private Wealth, LLC | 1,727 | $367.0K | 0.07% | +44+2.6% | Added |
| Mattern Wealth Management LLC | 1,724 | $366.0K | 0.12% | +50+3.0% | Added |
| Boston Trust Walden Corp | 1,717 | $365.0K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,723 | $365.0K | 0.38% | +1,723 | New |
| Lakeview Capital Partners, LLC | 1,714 | $364.0K | 0.19% | −185−9.7% | Reduced |
| Ionic Capital Management LLC | 1,715 | $364.0K | 0.05% | +1,715 | New |
| JNBA Financial Advisors | 1,712 | $363.0K | 0.05% | +35+2.1% | Added |
| Morse Asset Management, Inc | 1,705 | $362.0K | 0.09% | −2,170−56.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,703 | $362.0K | 0.22% | +201+13.4% | Added |
| Legacy Wealth Asset Management, LLC | 1,698 | $361.0K | 0.13% | +1,698 | New |
| Sovereign Financial Group, Inc. | 1,695 | $360.0K | 0.13% | +96+6.0% | Added |
| Gsa Capital Partners LLP | 1,693 | $359.0K | 0.05% | +1,693 | New |
| Avenue 1 Advisors, LLC | 1,680 | $357.0K | 0.20% | +237+16.4% | Added |
| Aevitas Wealth Management, Inc. | 1,679 | $356.0K | 0.22% | −722−30.1% | Reduced |
| True North Advisors, LLC | 1,681 | $356.0K | 0.10% | −701−29.4% | Reduced |
| Geneos Wealth Management Inc. | 1,668 | $354.0K | 0.02% | −181−9.8% | Reduced |
| Twin Focus Capital Partners, LLC | 1,668 | $354.0K | 0.07% | −5−0.3% | Reduced |
| Atlas Capital Advisors LLC | 1,665 | $353.5K | 0.06% | −1,573−48.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $352.0K | 0.86% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,655 | $351.0K | 0.31% | −225−12.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $351.0K | 0.15% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,653 | $351.0K | 0.06% | +27+1.7% | Added |
| Wedge Capital Management L L P | 1,647 | $350.0K | 0.00% | +27+1.7% | Added |
| Vantage Consulting Group Inc | 1,644 | $349.0K | 0.14% | +262+19.0% | Added |
| Syntax Advisors, LLC | 1,644 | $349.0K | 0.29% | +262+19.0% | Added |
| One + One Wealth Management, LLC | 1,629 | $346.0K | 0.23% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,625 | $345.0K | 0.20% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,621 | $344.0K | 0.21% | +261+19.2% | Added |
| Valley National Advisers Inc | 1,617 | $343.0K | 0.07% | +6+0.4% | Added |
| Sargent Bickham Lagudis LLC | 1,609 | $342.0K | 0.03% | +12+0.8% | Added |
| Hill Island Financial LLC | 1,605 | $341.0K | 0.13% | +200+14.2% | Added |
| Latitude Advisors, LLC | 1,606 | $341.0K | 0.08% | +338+26.7% | Added |
| Crewe Advisors LLC | 1,601 | $340.0K | 0.07% | +150+10.3% | Added |
| Tennessee Valley Asset Management Partners | 1,598 | $339.0K | 0.11% | −15−0.9% | Reduced |
| Kings Point Capital Management | 1,592 | $338.0K | 0.03% | −148−8.5% | Reduced |