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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 53,679 | $11.4M | 0.49% | +1,613+3.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 53,584 | $11.4M | 0.61% | +19,332+56.4% | Added |
| Northstar Asset Management Inc | 53,487 | $11.4M | 3.11% | +4,381+8.9% | Added |
| Wealthfront Advisers LLC | 53,181 | $11.3M | 0.05% | +1,354+2.6% | Added |
| Edge Wealth Management LLC | 52,920 | $11.2M | 2.21% | +725+1.4% | Added |
| Sandy Spring Bank | 52,685 | $11.2M | 0.57% | +2,371+4.7% | Added |
| Adell Harriman & Carpenter Inc | 52,660 | $11.2M | 1.09% | +516+1.0% | Added |
| Cubist Systematic Strategies, LLC | 52,451 | $11.1M | 0.09% | +18,239+53.3% | Added |
| Marco Investment Management LLC | 51,659 | $11.0M | 1.11% | +11,928+30.0% | Added |
| Mizuho Markets Cayman LP | 51,188 | $10.9M | 1.16% | +16,409+47.2% | Added |
| Achmea Investment Management B.V. | 50,842 | $10.8M | 0.28% | +50,842 | New |
| GAM Holding AG | 50,367 | $10.7M | 0.53% | +26,699+112.8% | Added |
| Crossmark Global Holdings, Inc. | 50,356 | $10.7M | 0.24% | −5,997−10.6% | Reduced |
| Covington Investment Advisors Inc. | 50,220 | $10.7M | 2.23% | +1,631+3.4% | Added |
| KCL Capital, L.P. | 50,000 | $10.6M | 2.87% | −80,830−61.8% | Reduced |
| Neville Rodie & Shaw Inc | 49,967 | $10.6M | 0.79% | −1,655−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,435 | $10.5M | 0.59% | −207−0.5% | Reduced |
| Commerce Bank | 49,594 | $10.5M | 0.07% | −2,493−4.8% | Reduced |
| Congress Asset Management Co | 49,490 | $10.5M | 0.09% | −1,306−2.6% | Reduced |
| Covington Capital Management | 48,404 | $10.3M | 0.37% | +4,137+9.3% | Added |
| HRT Financial LP | 48,095 | $10.2M | 0.07% | +48,095 | New |
| Stillwater Capital Advisors, LLC | 48,008 | $10.2M | 1.64% | −1,114−2.3% | Reduced |
| Gifford Fong Associates | 47,621 | $10.1M | 1.85% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 47,533 | $10.1M | 0.75% | −74−0.2% | Reduced |
| Channing Capital Management, LLC | 47,230 | $10.0M | 0.30% | +47,230 | New |
| Jackson Wealth Management, LLC | 46,951 | $9.97M | 1.38% | −23,391−33.3% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 46,600 | $9.89M | 0.64% | +46,600 | New |
| First Horizon Advisors, Inc. | 46,489 | $9.87M | 0.54% | −7,302−13.6% | Reduced |
| Aptus Capital Advisors, LLC | 46,105 | $9.79M | 0.30% | +6,838+17.4% | Added |
| Chesley Taft & Associates LLC | 50,200 | $9.78M | 0.57% | −1,100−2.1% | Reduced |
| Advisory Services Network, LLC | 46,062 | $9.78M | 0.29% | +5,459+13.4% | Added |
| Shufro Rose & Co LLC | 45,951 | $9.76M | 0.75% | −814−1.7% | Reduced |
| McRae Capital Management Inc | 45,655 | $9.69M | 2.19% | +45,655 | New |
| Progressive Investment Management Corp | 45,546 | $9.67M | 3.05% | −560−1.2% | Reduced |
| Moreno Evelyn V | 45,486 | $9.66M | 1.96% | +492+1.1% | Added |
| Allstate Corp | 45,254 | $9.61M | 0.26% | −23,515−34.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 53,779 | $9.59M | 0.38% | +5,937+12.4% | Added |
| Buckingham Capital Management, Inc. | 45,161 | $9.59M | 1.57% | +750+1.7% | Added |
| CFM Wealth Partners LLC | 45,106 | $9.58M | 2.29% | −77−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 44,988 | $9.55M | 0.23% | +3,043+7.3% | Added |
| E. Ohman J:or Asset Management AB | 44,850 | $9.52M | 0.32% | −2,700−5.7% | Reduced |
| Profund Advisors LLC | 44,616 | $9.47M | 0.40% | −10,999−19.8% | Reduced |
| Forbes J M & Co LLP | 44,329 | $9.41M | 1.19% | −32,688−42.4% | Reduced |
| Westwood Management Corp | 44,324 | $9.41M | 0.89% | +700+1.6% | Added |
| Keybank National Association | 43,986 | $9.34M | 0.04% | +1,031+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 43,812 | $9.30M | 0.09% | +7,294+20.0% | Added |
| Iyo Bank, Ltd. | 43,532 | $9.24M | 2.73% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 43,497 | $9.23M | 2.53% | +4,147+10.5% | Added |
| Sigma Planning Corp | 42,969 | $9.12M | 0.27% | +963+2.3% | Added |
| AXS Investments LLC | 42,867 | $9.10M | 3.63% | −5,624−11.6% | Reduced |
| Employees Provident Fund Board | 42,708 | $9.07M | 0.16% | −107,292−71.5% | Reduced |
| Rothschild Investment Corp | 42,686 | $9.06M | 0.71% | +973+2.3% | Added |
| Varma Mutual Pension Insurance Co | 42,671 | $9.06M | 0.10% | −70,000−62.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 42,493 | $9.02M | 0.20% | −4,666−9.9% | Reduced |
| Independent Advisor Alliance | 42,464 | $9.02M | 0.43% | −295−0.7% | Reduced |
| Allen Investment Management LLC | 42,298 | $8.98M | 0.12% | −2,199−4.9% | Reduced |
| Cornerstone Advisors, LLC | 42,000 | $8.92M | 0.53% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 41,817 | $8.88M | 0.97% | +935+2.3% | Added |
| Exchange Capital Management, Inc. | 41,801 | $8.88M | 1.66% | +6,335+17.9% | Added |
| Credit Agricole S A | 41,136 | $8.73M | 0.27% | −2,836−6.4% | Reduced |
| Central Trust Co | 41,003 | $8.71M | 0.25% | −299−0.7% | Reduced |
| AE Wealth Management LLC | 40,859 | $8.68M | 0.06% | −1,626−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 40,853 | $8.67M | 1.82% | −37,315−47.7% | Reduced |
| Quilter Plc | 40,490 | $8.60M | 0.23% | −745−1.8% | Reduced |
| Johnson Investment Counsel Inc | 40,229 | $8.54M | 0.11% | −4,270−9.6% | Reduced |
| Sand Hill Global Advisors, LLC | 40,207 | $8.54M | 0.47% | +1,070+2.7% | Added |
| Gluskin Sheff & Assoc Inc | 40,181 | $8.53M | 0.37% | +10,994+37.7% | Added |
| Carroll Investors, Inc | 40,413 | $8.51M | 5.44% | +7,467+22.7% | Added |
| Parallel Advisors, LLC | 39,500 | $8.49M | 0.34% | −3,152−7.4% | Reduced |
| Corbenic Partners LLC | 39,751 | $8.44M | 1.83% | +12,879+47.9% | Added |
| Cetera Investment Advisers | 39,437 | $8.37M | 0.12% | +2,552+6.9% | Added |
| Evercore Wealth Management, LLC | 39,399 | $8.37M | 0.15% | −90−0.2% | Reduced |
| Bank Hapoalim BM | 39,156 | $8.31M | 0.87% | +3,494+9.8% | Added |
| Atria Wealth Solutions, Inc. | 39,099 | $8.30M | 0.14% | +39,099 | New |
| Bank of the West | 39,059 | $8.29M | 0.86% | −863−2.2% | Reduced |
| Moors & Cabot, Inc. | 38,998 | $8.28M | 0.51% | −3,654−8.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 38,899 | $8.26M | 0.91% | +7,078+22.2% | Added |
| KCM Investment Advisors LLC | 38,858 | $8.25M | 0.30% | −2,203−5.4% | Reduced |
| PEAK6 Investments LLC | 38,762 | $8.23M | 0.24% | −54,503−58.4% | Reduced |
| Wedbush Securities Inc | 38,628 | $8.20M | 0.38% | +79+0.2% | Added |
| Grassi Investment Management | 38,446 | $8.16M | 0.86% | +1,700+4.6% | Added |
| Exencial Wealth Advisors, LLC | 38,390 | $8.15M | 0.41% | +702+1.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 38,377 | $8.15M | 0.19% | +38,377 | New |
| Motco | 38,243 | $8.12M | 0.53% | +2,123+5.9% | Added |
| China Universal Asset Management Co., Ltd. | 38,000 | $8.07M | 2.86% | −5,000−11.6% | Reduced |
| Private Asset Management Inc | 37,811 | $8.03M | 1.09% | +4,342+13.0% | Added |
| Highland Capital Management, LLC | 37,807 | $8.03M | 0.48% | +1,850+5.1% | Added |
| Goodman Advisory Group, LLC | 37,694 | $8.00M | 2.77% | +6,282+20.0% | Added |
| Foster Victor Wealth Advisors, LLC | 39,701 | $7.97M | 1.09% | +2,540+6.8% | Added |
| Ethic Inc. | 37,400 | $7.94M | 0.55% | +5,936+18.9% | Added |
| First National Trust Co | 37,375 | $7.93M | 0.41% | +760+2.1% | Added |
| Parsons Capital Management Inc | 37,323 | $7.92M | 0.60% | −2,123−5.4% | Reduced |
| Ashfield Capital Partners, LLC | 37,263 | $7.91M | 0.51% | −605−1.6% | Reduced |
| Means Investment Co., Inc. | 36,724 | $7.80M | 1.41% | +1,898+5.4% | Added |
| Trust Co of Vermont | 36,721 | $7.80M | 0.53% | +2,232+6.5% | Added |
| Novare Capital Management LLC | 36,575 | $7.77M | 0.83% | +77+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 36,461 | $7.72M | 0.79% | −8,167−18.3% | Reduced |
| Crossvault Capital Management LLC | 36,298 | $7.71M | 2.48% | −2,093−5.5% | Reduced |
| Private Capital Advisors, Inc. | 36,293 | $7.71M | 1.12% | +365+1.0% | Added |
| Orion Portfolio Solutions, LLC | 36,180 | $7.68M | 0.27% | +1,711+5.0% | Added |