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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 92,526 | $19.6M | 0.26% | −9,214−9.1% | Reduced |
| Quadrature Capital Ltd | 92,287 | $19.6M | 0.79% | +92,287 | New |
| TD Waterhouse Canada Inc. | 89,239 | $19.6M | 0.19% | +35,445+65.9% | Added |
| Tiaa, FSB | 91,178 | $19.3M | 0.07% | −44,238−32.7% | Reduced |
| Echo Street Capital Management LLC | 90,597 | $19.2M | 0.14% | +68,245+305.3% | Added |
| Edmond de Rothschild Holding S.A. | 90,343 | $19.2M | 0.42% | +4,932+5.8% | Added |
| Trillium Asset Management, LLC | 89,971 | $19.1M | 0.51% | −35,133−28.1% | Reduced |
| Franklin Street Advisors Inc | 89,519 | $19.0M | 1.53% | +2,258+2.6% | Added |
| Lido Advisors, LLC | 88,993 | $18.9M | 0.36% | +8,169+10.1% | Added |
| Pictet & Cie (Europe) SA | 88,303 | $18.7M | 0.72% | −178,580−66.9% | Reduced |
| MML Investors Services, LLC | 88,291 | $18.7M | 0.13% | +57+0.1% | Added |
| Middleton & Co Inc | 87,411 | $18.6M | 1.98% | −170−0.2% | Reduced |
| Doyle Wealth Management | 86,776 | $18.4M | 1.33% | +3,490+4.2% | Added |
| Front Barnett Associates LLC | 86,020 | $18.3M | 1.84% | +970+1.1% | Added |
| Crosslink Capital Inc | 85,360 | $18.1M | 3.41% | −48,185−36.1% | Reduced |
| Bridges Investment Management Inc | 84,867 | $18.0M | 0.56% | +2,196+2.7% | Added |
| Oak Associates, Ltd | 84,031 | $17.8M | 1.09% | +153+0.2% | Added |
| Cetera Advisors LLC | 83,679 | $17.8M | 0.35% | +5,626+7.2% | Added |
| Securian Asset Management, Inc | 82,492 | $17.5M | 0.34% | −596−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 81,719 | $17.4M | 0.82% | +3,763+4.8% | Added |
| Polar Capital Holdings Plc | 81,159 | $17.2M | 0.10% | −307,076−79.1% | Reduced |
| Cerity Partners LLC | 83,024 | $17.2M | 0.27% | +6,128+8.0% | Added |
| Freestone Capital Holdings, LLC | 80,803 | $17.2M | 0.69% | +11,602+16.8% | Added |
| Jefferies Group LLC | 80,691 | $17.1M | 0.39% | +22,637+39.0% | Added |
| Private Advisor Group, LLC | 80,619 | $17.1M | 0.13% | +17,861+28.5% | Added |
| Waverton Investment Management Ltd | 80,313 | $17.1M | 0.58% | −18,247−18.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 79,176 | $17.0M | 2.29% | +14,640+22.7% | Added |
| Boston Family Office LLC | 80,126 | $17.0M | 1.21% | +13,492+20.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 80,000 | $17.0M | 1.59% | −351,200−81.4% | Reduced |
| Paragon Capital Management Ltd | 79,918 | $17.0M | 3.17% | +109+0.1% | Added |
| Atria Investments LLC | 79,757 | $16.9M | 0.30% | +6,373+8.7% | Added |
| Oregon Public Employees Retirement Fund | 79,518 | $16.9M | 0.17% | +736+0.9% | Added |
| Beacon Pointe Advisors, LLC | 79,271 | $16.8M | 0.23% | +44,777+129.8% | Added |
| MAI Capital Management | 78,860 | $16.7M | 0.29% | +15,086+23.7% | Added |
| Cornerstone Capital, Inc. | 78,564 | $16.7M | 1.87% | +4,625+6.3% | Added |
| Fulton Breakefield Broenniman LLC | 77,386 | $16.4M | 1.44% | +10,095+15.0% | Added |
| Yarbrough Capital, LLC | 76,739 | $16.3M | 0.93% | +571+0.7% | Added |
| Cortland Associates Inc | 75,706 | $16.1M | 2.05% | −3,751−4.7% | Reduced |
| Virginia Retirement Systems Et Al | 74,900 | $15.9M | 0.15% | −33,800−31.1% | Reduced |
| Baader Bank INC | 74,851 | $15.9M | 1.29% | +344+0.5% | Added |
| Governors Lane LP | 74,600 | $15.8M | 1.23% | +74,600 | New |
| Pacer Advisors, Inc. | 74,098 | $15.7M | 0.13% | +14,195+23.7% | Added |
| Elo Mutual Pension Insurance Co | 74,030 | $15.7M | 0.46% | +251+0.3% | Added |
| Bridgecreek Investment Management, LLC | 73,894 | $15.7M | 2.33% | −4,020−5.2% | Reduced |
| Whittier Trust Co | 73,730 | $15.7M | 0.26% | −661−0.9% | Reduced |
| Huntington National Bank | 73,072 | $15.5M | 0.14% | −1,664−2.2% | Reduced |
| Liontrust Investment Partners LLP | 72,700 | $15.4M | 0.20% | +13,000+21.8% | Added |
| Engineers Gate Manager LP | 72,472 | $15.4M | 0.60% | +30,129+71.2% | Added |
| Maryland State Retirement & Pension System | 72,398 | $15.4M | 0.42% | +563+0.8% | Added |
| Trybe Capital Management LP | 71,170 | $15.1M | 9.16% | 00.0% | Unchanged |
| Snowhook Capital Management LP | 70,466 | $15.0M | 5.20% | −70,192−49.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 70,125 | $14.9M | 0.64% | −1,608−2.2% | Reduced |
| Washington Trust Co | 69,687 | $14.8M | 0.59% | +6,647+10.5% | Added |
| Azimuth Capital Management LLC | 68,975 | $14.6M | 0.63% | +1,673+2.5% | Added |
| Equitable Trust Co | 68,971 | $14.6M | 0.94% | +614+0.9% | Added |
| Bradley Foster & Sargent Inc | 68,861 | $14.6M | 0.31% | −13,608−16.5% | Reduced |
| Synovus Financial Corp | 68,798 | $14.6M | 0.15% | +3,820+5.9% | Added |
| Coronation Fund Managers Ltd. | 68,588 | $14.6M | 0.57% | +13,361+24.2% | Added |
| Thomasville National Bank | 68,443 | $14.5M | 1.40% | +2,917+4.5% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 68,378 | $14.5M | 3.77% | +9,796+16.7% | Added |
| Deltec Asset Management LLC | 67,500 | $14.3M | 2.45% | +23,800+54.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 75,000 | $14.3M | 1.84% | −12,000−13.8% | Reduced |
| Davidson Investment Advisors | 66,808 | $14.2M | 1.03% | +1,286+2.0% | Added |
| Industrial Alliance Investment Management Inc. | 65,788 | $14.0M | 0.33% | −9,512−12.6% | Reduced |
| Cetera Advisor Networks LLC | 65,055 | $13.8M | 0.17% | +2,064+3.3% | Added |
| Old National Bancorp | 63,998 | $13.6M | 0.50% | +3,083+5.1% | Added |
| Sequoia Financial Advisors, LLC | 63,760 | $13.5M | 0.34% | +15,467+32.0% | Added |
| Cullinan Associates Inc | 63,506 | $13.5M | 0.71% | −9,238−12.7% | Reduced |
| Sit Investment Associates Inc | 63,412 | $13.5M | 0.36% | +1,290+2.1% | Added |
| Sandler Capital Management | 63,407 | $13.5M | 2.03% | −47,240−42.7% | Reduced |
| Lockheed Martin Investment Management Co | 63,410 | $13.5M | 0.74% | +7,424+13.3% | Added |
| Roffman Miller Associates Inc | 63,361 | $13.5M | 1.00% | +4,648+7.9% | Added |
| TPI Fund Managers Ltd | 63,054 | $13.4M | 1.72% | +3,025+5.0% | Added |
| Kentucky Retirement Systems | 62,784 | $13.3M | 0.55% | +2,071+3.4% | Added |
| Jones Financial Companies LLLP | 62,064 | $13.2M | 0.02% | +2,437+4.1% | Added |
| Eisler Capital (UK) Ltd. | 61,076 | $13.1M | 0.95% | +32,246+111.8% | Added |
| Lyell Wealth Management, LP | 61,114 | $13.0M | 1.67% | +384+0.6% | Added |
| Community Trust & Investment Co | 61,039 | $13.0M | 1.14% | +31,967+110.0% | Added |
| Aaron Wealth Advisors | 2,727,250 | $12.8M | 0.26% | +2,723,708+76,897.5% | Added |
| Quest Investment Management LLC | 60,463 | $12.8M | 1.22% | +3,696+6.5% | Added |
| First Sabrepoint Capital Management LP | 60,000 | $12.7M | 4.69% | +25,000+71.4% | Added |
| Ally Financial Inc. | 60,000 | $12.7M | 1.47% | +40,000+200.0% | Added |
| Bokf, NA | 59,806 | $12.7M | 0.21% | −11,260−15.8% | Reduced |
| Metropolitan Life Insurance Co | 59,525 | $12.6M | 0.45% | −58,653−49.6% | Reduced |
| Eagle Global Advisors LLC | 59,378 | $12.6M | 0.78% | −491−0.8% | Reduced |
| New Mexico Educational Retirement Board | 57,286 | $12.2M | 0.45% | −2,100−3.5% | Reduced |
| Spark Investment Management LLC | 56,800 | $12.1M | 11.60% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 56,724 | $12.0M | 3.08% | −301−0.5% | Reduced |
| SG Americas Securities, LLC | 56,674 | $12.0M | 0.11% | −25,631−31.1% | Reduced |
| Mercer Global Advisors Inc | 56,498 | $12.0M | 0.07% | −2,178−3.7% | Reduced |
| Dash Acquisitions Inc. | 55,978 | $11.9M | 5.37% | +21,684+63.2% | Added |
| Philadelphia Trust Co | 55,752 | $11.8M | 0.93% | +2,638+5.0% | Added |
| Erste Asset Management GmbH | 55,009 | $11.8M | 0.23% | −1,247−2.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 58,617 | $11.7M | 2.02% | +34,930+147.5% | Added |
| Kingsview Wealth Management, LLC | 54,775 | $11.6M | 0.51% | +35,445+183.4% | Added |
| Louisiana State Employees Retirement System | 62,200 | $11.6M | 0.27% | +800+1.3% | Added |
| Abbrea Capital, LLC | 54,493 | $11.6M | 1.62% | +45,969+539.3% | Added |
| Millennium Management LLC | 54,445 | $11.6M | 0.01% | −354,667−86.7% | Reduced |
| Jasper Ridge Partners, L.P. | 54,243 | $11.5M | 0.57% | +230+0.4% | Added |
| Oppenheimer & Co Inc | 54,055 | $11.5M | 0.21% | −278−0.5% | Reduced |