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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 24,712 | $5.25M | 0.70% | −7,670−23.7% | Reduced |
| Arrow Financial Corp | 24,611 | $5.22M | 0.63% | +60+0.2% | Added |
| Motley Fool Asset Management LLC | 24,582 | $5.22M | 0.38% | −814−3.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 24,499 | $5.20M | 0.52% | +730+3.1% | Added |
| Icon Wealth Partners, LLC | 24,502 | $5.20M | 0.52% | +2,237+10.0% | Added |
| Chartwell Investment Partners, LLC | 24,485 | $5.20M | 0.17% | +4,105+20.1% | Added |
| Brookfield Asset Management Inc. | 24,438 | $5.19M | 0.02% | +21,510+734.6% | Added |
| Siemens Fonds Invest GmbH | 24,404 | $5.18M | 0.42% | −57−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 24,248 | $5.15M | 0.41% | +1,454+6.4% | Added |
| Harbour Capital Advisors, LLC | 24,204 | $5.14M | 1.41% | −20.0% | Reduced |
| Roundview Capital LLC | 24,037 | $5.10M | 0.52% | +3,809+18.8% | Added |
| Marks Group Wealth Management, Inc | 23,996 | $5.09M | 0.64% | +2,818+13.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 23,966 | $5.09M | 0.78% | +1,203+5.3% | Added |
| Spinnaker Trust | 23,877 | $5.07M | 0.34% | +6,337+36.1% | Added |
| Atlantic Union Bankshares Corp | 23,874 | $5.07M | 0.44% | +1,853+8.4% | Added |
| Executive Wealth Management, LLC | 23,870 | $5.07M | 0.55% | −609−2.5% | Reduced |
| Two Sigma Securities, LLC | 23,835 | $5.06M | 0.71% | +19,196+413.8% | Added |
| Snowden Capital Advisors LLC | 23,707 | $5.03M | 0.20% | +9,060+61.9% | Added |
| Caldwell Trust Co | 23,627 | $5.02M | 0.60% | +302+1.3% | Added |
| Wetherby Asset Management Inc | 23,597 | $5.01M | 0.29% | −55−0.2% | Reduced |
| Marietta Wealth Management, LLC | 23,565 | $5.00M | 1.05% | +1,654+7.5% | Added |
| Bogart Wealth, LLC | 23,545 | $5.00M | 0.43% | +7,093+43.1% | Added |
| Horizon Investments, LLC | 23,338 | $4.96M | 0.14% | +3,328+16.6% | Added |
| Van Strum & Towne Inc. | 23,240 | $4.93M | 1.85% | +181+0.8% | Added |
| FRG Family Wealth Advisors LLC | 23,224 | $4.93M | 0.96% | −160−0.7% | Reduced |
| Elite Wealth Management, Inc. | 23,199 | $4.93M | 2.15% | −540−2.3% | Reduced |
| FWL Investment Management, LLC | 23,177 | $4.92M | 3.04% | −5,606−19.5% | Reduced |
| Iowa State Bank | 23,158 | $4.92M | 1.14% | +2,277+10.9% | Added |
| GPS Wealth Strategies Group, LLC | 23,154 | $4.92M | 1.11% | −2,205−8.7% | Reduced |
| CMH Wealth Management LLC | 23,155 | $4.92M | 1.51% | +2,219+10.6% | Added |
| PKO Investment Management Joint-Stock Co | 23,000 | $4.88M | 0.59% | −17,000−42.5% | Reduced |
| Stoneridge Investment Partners LLC | 22,771 | $4.83M | 2.27% | +3,995+21.3% | Added |
| Venture Visionary Partners LLC | 22,628 | $4.80M | 0.32% | +837+3.8% | Added |
| Gardner Lewis Asset Management L P | 22,622 | $4.80M | 0.90% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 22,666 | $4.80M | 0.48% | −5,117−18.4% | Reduced |
| Van Hulzen Asset Management, LLC | 22,582 | $4.79M | 0.51% | +10,312+84.0% | Added |
| Twin Capital Management Inc | 22,511 | $4.78M | 0.51% | −891−3.8% | Reduced |
| Bessemer Group Inc | 22,480 | $4.77M | 0.01% | +2,078+10.2% | Added |
| Kayak Investment Partners LLC | 22,359 | $4.75M | 4.20% | −22,657−50.3% | Reduced |
| Kornitzer Capital Management Inc | 22,261 | $4.73M | 0.08% | +2,535+12.9% | Added |
| Meridian Management Co | 22,189 | $4.71M | 1.49% | +51+0.2% | Added |
| RB Capital Management, LLC | 22,141 | $4.70M | 1.53% | +58+0.3% | Added |
| Natixis Investment Managers International | 22,113 | $4.70M | 0.08% | +20,818+1,607.6% | Added |
| Chapman Investment Management, LLC | 21,917 | $4.65M | 2.48% | +308+1.4% | Added |
| Fortis Capital Management LLC | 21,907 | $4.65M | 2.41% | +18,308+508.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,635 | $4.59M | 0.18% | +3,378+18.5% | Added |
| Gladstone Institutional Advisory LLC | 21,554 | $4.58M | 0.31% | +1,569+7.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 21,495 | $4.56M | 0.99% | +2,103+10.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 21,422 | $4.55M | 0.20% | −1,655−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,269 | $4.52M | 0.08% | +5,964+39.0% | Added |
| Girard Partners Ltd. | 21,201 | $4.50M | 0.49% | +41+0.2% | Added |
| Financial Partners Capital Management LLC | 21,161 | $4.49M | 0.83% | +21,161 | New |
| Ingalls & Snyder LLC | 21,145 | $4.49M | 0.20% | +6,318+42.6% | Added |
| GWM Advisors LLC | 20,989 | $4.46M | 0.08% | −7,401−26.1% | Reduced |
| Pathstone Family Office, LLC | 20,574 | $4.43M | 0.10% | −8,178−28.4% | Reduced |
| Once Capital Management, LLC | 20,800 | $4.42M | 4.04% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 20,789 | $4.41M | 1.17% | +1,715+9.0% | Added |
| Bryn Mawr Trust Co | 20,726 | $4.40M | 0.17% | +15,745+316.1% | Added |
| Simmons Bank | 20,650 | $4.38M | 0.33% | +1,746+9.2% | Added |
| O'Shares Investment Advisers, LLC | 20,580 | $4.37M | 0.35% | −1,450−6.6% | Reduced |
| Ocean Capital Management, LLC | 20,300 | $4.37M | 1.77% | −272−1.3% | Reduced |
| South State Corp. | 20,317 | $4.31M | 0.34% | −455−2.2% | Reduced |
| Bray Capital Advisors | 20,305 | $4.31M | 1.11% | +19+0.1% | Added |
| ACG Wealth | 20,238 | $4.30M | 0.81% | −3,874−16.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 20,169 | $4.28M | 0.13% | −1,200−5.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.27M | 3.90% | +1,435+7.7% | Added |
| Private Wealth Partners, LLC | 20,061 | $4.26M | 0.38% | −342−1.7% | Reduced |
| Assetmark, Inc | 20,001 | $4.25M | 0.02% | +11,727+141.7% | Added |
| Thoroughbred Financial Services, LLC | 19,980 | $4.24M | 0.69% | +6,041+43.3% | Added |
| Lavaca Capital LLC | 19,824 | $4.21M | 1.80% | +19,824 | New |
| Great Valley Advisor Group, Inc. | 19,567 | $4.20M | 0.24% | +2,732+16.2% | Added |
| Martingale Asset Management L P | 19,713 | $4.19M | 0.06% | −833−4.1% | Reduced |
| Belpointe Asset Management LLC | 19,705 | $4.18M | 0.25% | −2,997−13.2% | Reduced |
| Whalerock Point Partners, LLC | 19,706 | $4.18M | 1.48% | −560−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 19,616 | $4.17M | 0.18% | +9,118+86.9% | Added |
| Shelton Capital Management | 19,601 | $4.16M | 0.15% | +254+1.3% | Added |
| Security National Bank | 19,487 | $4.14M | 0.95% | +496+2.6% | Added |
| Brookstone Capital Management | 21,165 | $4.14M | 0.08% | +59+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 19,438 | $4.13M | 0.35% | −21,123−52.1% | Reduced |
| Lincoln National Corp | 19,398 | $4.12M | 0.09% | +4,881+33.6% | Added |
| Pinnacle Associates Ltd | 19,391 | $4.12M | 0.07% | +4,398+29.3% | Added |
| Burleson & Company, LLC | 19,223 | $4.08M | 0.66% | +16,207+537.4% | Added |
| Pallas Capital Advisors LLC | 21,453 | $4.06M | 0.52% | +639+3.1% | Added |
| Beese Fulmer Investment Management, Inc. | 19,090 | $4.05M | 0.44% | +2,046+12.0% | Added |
| KMG Fiduciary Partners, LLC | 19,019 | $4.04M | 0.65% | −2,174−10.3% | Reduced |
| Birch Hill Investment Advisors LLC | 18,988 | $4.03M | 0.22% | +2,556+15.6% | Added |
| Vienna Asset Management LLC | 18,982 | $4.03M | 5.57% | +15,335+420.5% | Added |
| BDO Wealth Advisors, LLC | 18,967 | $4.03M | 0.43% | +266+1.4% | Added |
| Zions Bancorporation, N.A. | 18,896 | $4.01M | 0.36% | +4,284+29.3% | Added |
| Bridge Creek Capital Management LLC | 18,859 | $4.00M | 1.33% | −20,473−52.1% | Reduced |
| Investment House LLC | 18,721 | $3.98M | 0.29% | −605−3.1% | Reduced |
| Cutler Group LP | 18,667 | $3.96M | 0.37% | −14,145−43.1% | Reduced |
| Cohen Lawrence B | 18,662 | $3.96M | 2.35% | +1,551+9.1% | Added |
| Hohimer Wealth Management, LLC | 18,653 | $3.96M | 0.78% | +747+4.2% | Added |
| Hoylecohen, LLC | 18,555 | $3.94M | 0.34% | +1,544+9.1% | Added |
| Mirador Capital Partners LP | 18,403 | $3.91M | 0.79% | +776+4.4% | Added |
| Murphy Capital Management Inc | 18,296 | $3.88M | 0.45% | −2,906−13.7% | Reduced |
| Cohen Capital Management, Inc. | 18,209 | $3.87M | 0.68% | +1,253+7.4% | Added |
| Dillon & Associates Inc | 18,200 | $3.86M | 0.73% | +1,720+10.4% | Added |
| Bouvel Investment Partners, LLC | 18,037 | $3.83M | 2.33% | +652+3.8% | Added |