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 |
|---|---|---|---|---|---|
| Marlowe Partners LP | 35,618 | $7.56M | 5.64% | +35,618 | New |
| Captrust Financial Advisors | 35,358 | $7.51M | 0.05% | +3,522+11.1% | Added |
| St Germain D J Co Inc | 35,047 | $7.44M | 0.42% | +2,729+8.4% | Added |
| Prospera Financial Services Inc | 34,682 | $7.36M | 0.31% | −11,399−24.7% | Reduced |
| Seven Post Investment Office LP | 34,629 | $7.35M | 2.25% | 00.0% | Unchanged |
| Alerus Financial NA | 34,455 | $7.32M | 0.62% | +2,085+6.4% | Added |
| Prudential PLC | 34,453 | $7.32M | 0.11% | +7,204+26.4% | Added |
| Annex Advisory Services, LLC | 34,440 | $7.31M | 0.53% | +7,314+27.0% | Added |
| Toroso Investments, LLC | 34,392 | $7.30M | 0.22% | +2,475+7.8% | Added |
| Whittier Trust Co of Nevada Inc | 34,017 | $7.22M | 0.26% | +2,697+8.6% | Added |
| YorkBridge Wealth Partners, LLC | 33,895 | $7.20M | 1.58% | +10,092+42.4% | Added |
| Everence Capital Management Inc | 33,867 | $7.19M | 0.55% | +5,830+20.8% | Added |
| Hillman Capital Management, Inc. | 33,815 | $7.18M | 2.28% | +31,866+1,635.0% | Added |
| National Asset Management, Inc. | 33,718 | $7.16M | 0.23% | +281+0.8% | Added |
| Kestra Private Wealth Services, LLC | 33,710 | $7.16M | 0.35% | +1,797+5.6% | Added |
| Bridger Management, LLC | 33,500 | $7.11M | 1.17% | +33,500 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 33,411 | $7.09M | 3.35% | −16,809−33.5% | Reduced |
| Kerrisdale Advisers, LLC | 33,346 | $7.08M | 2.16% | −40,031−54.6% | Reduced |
| Avantax Advisory Services, Inc. | 33,197 | $7.04M | 0.10% | +261+0.8% | Added |
| Spire Wealth Management | 32,832 | $6.97M | 0.19% | −10,957−25.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 32,619 | $6.93M | 0.93% | −1,367−4.0% | Reduced |
| Fiduciary Trust Co | 32,523 | $6.91M | 0.12% | −334−1.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 32,294 | $6.86M | 0.69% | −383−1.2% | Reduced |
| Raymond James Trust N.A. | 32,263 | $6.85M | 0.21% | −1,717−5.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 32,090 | $6.81M | 0.36% | −1,600−4.7% | Reduced |
| Oak Harvest Investment Services | 32,021 | $6.80M | 1.68% | +2,045+6.8% | Added |
| Trust Co of Kansas | 31,902 | $6.77M | 3.63% | +8,355+35.5% | Added |
| Amica Mutual Insurance Co | 31,883 | $6.77M | 0.79% | +31,883 | New |
| DuPont Capital Management Corp | 31,599 | $6.71M | 0.27% | +1,974+6.7% | Added |
| IndexIQ Advisors LLC | 31,566 | $6.70M | 0.24% | +1,902+6.4% | Added |
| Stratos Wealth Partners, LTD. | 31,406 | $6.67M | 0.15% | −743−2.3% | Reduced |
| Autus Asset Management, LLC | 31,320 | $6.65M | 1.00% | −5,990−16.1% | Reduced |
| Transform Wealth, LLC | 31,145 | $6.61M | 0.74% | +2,711+9.5% | Added |
| Regentatlantic Capital LLC | 31,118 | $6.61M | 0.19% | −5,487−15.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,100 | $6.60M | 0.37% | +8,126+35.4% | Added |
| Cambridge Financial Group, Inc. | 30,989 | $6.58M | 2.95% | −1,375−4.2% | Reduced |
| Selective Wealth Management, Inc. | 30,812 | $6.54M | 2.37% | +1,146+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,703 | $6.52M | 0.25% | −2,860−8.5% | Reduced |
| Webster Bank, N. A. | 30,450 | $6.46M | 0.75% | +527+1.8% | Added |
| Cresset Asset Management, LLC | 30,399 | $6.45M | 0.07% | −7,150−19.0% | Reduced |
| Jupiter Asset Management Ltd | 30,215 | $6.42M | 0.08% | +1,367+4.7% | Added |
| Strategic Advisors LLC | 30,112 | $6.39M | 1.11% | +2,314+8.3% | Added |
| SP Asset Management | 30,088 | $6.39M | 0.69% | +25+0.1% | Added |
| Codex Capital, L.L.C. | 30,000 | $6.37M | 3.92% | −1,000−3.2% | Reduced |
| Prentiss Smith & Co Inc | 29,919 | $6.35M | 3.81% | +1,465+5.1% | Added |
| Meyer Handelman Co | 29,915 | $6.35M | 0.24% | +7,925+36.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 29,806 | $6.33M | 1.71% | +3,220+12.1% | Added |
| Unio Capital LLC | 29,792 | $6.33M | 2.73% | −340−1.1% | Reduced |
| Tsai Capital Corp | 29,601 | $6.29M | 4.82% | +1,777+6.4% | Added |
| JustInvest LLC | 29,517 | $6.27M | 0.30% | +1,401+5.0% | Added |
| Scholtz & Company, LLC | 29,436 | $6.25M | 2.47% | −5,297−15.3% | Reduced |
| Dowling & Yahnke LLC | 29,352 | $6.23M | 0.27% | +765+2.7% | Added |
| Cypress Capital Group | 29,105 | $6.18M | 0.77% | −3,449−10.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,074 | $6.17M | 0.55% | +2,488+9.4% | Added |
| Fragasso Group Inc. | 28,981 | $6.15M | 0.73% | +4,119+16.6% | Added |
| D.A. Davidson & Co. | 28,556 | $6.06M | 0.07% | −121−0.4% | Reduced |
| Flputnam Investment Management Co | 28,522 | $6.06M | 0.19% | +600+2.1% | Added |
| Pinnacle Financial Partners Inc | 28,484 | $6.05M | 0.19% | +2,648+10.2% | Added |
| Valeo Financial Advisors, LLC | 74,690 | $6.04M | 0.31% | +3,368+4.7% | Added |
| Nixon Peabody Trust Co | 28,354 | $6.02M | 2.07% | +517+1.9% | Added |
| RPG Investment Advisory, LLC | 28,331 | $6.01M | 0.98% | +3,530+14.2% | Added |
| Cohen Klingenstein LLC | 28,300 | $6.01M | 0.25% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 28,281 | $6.00M | 0.49% | +1,783+6.7% | Added |
| Harbor Capital Advisors, Inc. | 28,140 | $5.97M | 2.82% | −2,726−8.8% | Reduced |
| Sepio Capital, LP | 28,105 | $5.97M | 0.52% | −2,998−9.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 28,104 | $5.97M | 2.75% | +5,361+23.6% | Added |
| Kemnay Advisory Services Inc. | 27,779 | $5.90M | 1.05% | −10,900−28.2% | Reduced |
| LGT Group Foundation | 27,738 | $5.89M | 0.14% | −24,334−46.7% | Reduced |
| Salem Investment Counselors Inc | 27,708 | $5.88M | 0.23% | +4,719+20.5% | Added |
| Colony Group LLC | 27,687 | $5.88M | 0.09% | +6,112+28.3% | Added |
| Consolidated Investment Group LLC | 27,600 | $5.86M | 0.96% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,461 | $5.83M | 0.18% | −5,775−17.4% | Reduced |
| De Burlo Group Inc | 27,307 | $5.80M | 1.08% | −3,050−10.0% | Reduced |
| Brighton Jones LLC | 27,261 | $5.79M | 0.27% | +2,098+8.3% | Added |
| WoodTrust Financial Corp | 26,981 | $5.73M | 1.16% | +1,899+7.6% | Added |
| Permanens Capital L.P. | 26,905 | $5.71M | 0.89% | −7,171−21.0% | Reduced |
| Point72 Hong Kong Ltd | 26,887 | $5.71M | 0.53% | +22,497+512.5% | Added |
| Blue Zone Wealth Advisors, LLC | 26,835 | $5.70M | 2.13% | +2,754+11.4% | Added |
| Shikiar Asset Management Inc | 26,765 | $5.68M | 1.61% | +3,020+12.7% | Added |
| Wolverine Trading, LLC | 26,354 | $5.67M | 0.17% | −36,627−58.2% | Reduced |
| Garde Capital, Inc. | 26,188 | $5.56M | 0.57% | −73−0.3% | Reduced |
| Strategic Wealth Designers | 26,182 | $5.56M | 1.33% | +4,929+23.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26,178 | $5.56M | 1.22% | +171+0.7% | Added |
| RNC Capital Management LLC | 25,695 | $5.46M | 0.28% | +1,453+6.0% | Added |
| First Foundation Advisors | 25,576 | $5.43M | 0.20% | −41,584−61.9% | Reduced |
| Nelson Capital Management, LLC | 25,573 | $5.43M | 1.06% | −303−1.2% | Reduced |
| Ziegler Capital Management, LLC | 25,668 | $5.40M | 0.23% | +801+3.2% | Added |
| Wellington Shields Capital Management, LLC | 109,911 | $5.39M | 0.59% | +81,094+281.4% | Added |
| Advisor Partners LLC | 25,303 | $5.37M | 0.34% | +2,310+10.0% | Added |
| Karp Capital Management Corp | 25,259 | $5.36M | 0.78% | −9,135−26.6% | Reduced |
| Peloton Wealth Strategists | 25,250 | $5.36M | 2.24% | +1,075+4.4% | Added |
| Strategic Wealth Advisors Group, LLC | 25,344 | $5.36M | 0.21% | +4,740+23.0% | Added |
| Sitrin Capital Management LLC | 25,207 | $5.35M | 2.68% | +99+0.4% | Added |
| Corient Capital Partners, LLC | 25,190 | $5.35M | 0.35% | −551−2.1% | Reduced |
| Steel Peak Wealth Management LLC | 25,152 | $5.34M | 0.32% | +5,001+24.8% | Added |
| Illinois Municipal Retirement Fund | 25,151 | $5.34M | 0.16% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24,906 | $5.33M | 0.67% | +11,153+81.1% | Added |
| Fiduciary Group LLC | 33,003 | $5.32M | 0.70% | −260−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $5.31M | 2.39% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,940 | $5.29M | 0.43% | −2,455−9.0% | Reduced |