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 |
|---|---|---|---|---|---|
| Surevest, LLC | 18,034 | $3.83M | 0.92% | −5,936−24.8% | Reduced |
| Caption Management, LLC | 18,000 | $3.82M | 0.25% | +18,000 | New |
| Empirical Finance, LLC | 17,781 | $3.77M | 0.42% | +3,776+27.0% | Added |
| Moody National Bank Trust Division | 17,615 | $3.74M | 0.12% | −1,929−9.9% | Reduced |
| Hyman Charles D | 17,521 | $3.72M | 0.23% | +11,050+170.8% | Added |
| Fundamentun, LLC | 17,466 | $3.71M | 0.62% | +684+4.1% | Added |
| Veritable, L.P. | 17,350 | $3.68M | 0.06% | +194+1.1% | Added |
| Frontier Wealth Management LLC | 18,898 | $3.68M | 0.05% | −551−2.8% | Reduced |
| First Interstate Bank | 17,181 | $3.65M | 0.34% | −58−0.3% | Reduced |
| Clarius Group, LLC | 14,314 | $3.64M | 0.29% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 17,113 | $3.63M | 0.28% | +170+1.0% | Added |
| Paloma Partners Management Co | 17,072 | $3.63M | 0.27% | −13,341−43.9% | Reduced |
| Cigna Investments Inc | 16,986 | $3.61M | 0.45% | −4,998−22.7% | Reduced |
| AlphaCrest Capital Management LLC | 16,936 | $3.60M | 0.20% | −14,191−45.6% | Reduced |
| King Wealth | 16,884 | $3.58M | 0.70% | −1,596−8.6% | Reduced |
| Mathes Company, Inc. | 16,839 | $3.58M | 1.39% | −240−1.4% | Reduced |
| Trust Co of Toledo NA | 16,823 | $3.57M | 0.55% | −27−0.2% | Reduced |
| Morgan Jess S & Co Inc | 16,814 | $3.57M | 2.60% | +478+2.9% | Added |
| Cabot Wealth Management Inc | 16,696 | $3.54M | 0.48% | +75+0.5% | Added |
| Pegasus Asset Management, Inc. | 16,649 | $3.54M | 1.53% | −46−0.3% | Reduced |
| TD Private Client Wealth LLC | 16,649 | $3.53M | 0.15% | +5,153+44.8% | Added |
| Linscomb & Williams, Inc. | 16,632 | $3.53M | 0.17% | +398+2.5% | Added |
| Interval Partners, LP | 16,500 | $3.50M | 0.26% | +16,500 | New |
| Lord, Abbett & Co. LLC | 16,476 | $3.50M | 0.01% | −2,341−12.4% | Reduced |
| Beech Hill Advisors, Inc. | 16,351 | $3.47M | 1.42% | +1,056+6.9% | Added |
| Sumitomo Life Insurance Co | 16,291 | $3.46M | 0.09% | −242−1.5% | Reduced |
| Capital Analysts, LLC | 16,224 | $3.44M | 0.22% | +309+1.9% | Added |
| J.W. Cole Advisors, Inc. | 16,215 | $3.44M | 0.23% | +1,131+7.5% | Added |
| Aj Wealth Strategies, LLC | 16,183 | $3.44M | 0.17% | −6,495−28.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,185 | $3.44M | 0.27% | +677+4.4% | Added |
| Winton Group Ltd | 16,171 | $3.43M | 0.18% | +7,762+92.3% | Added |
| Morningstar Investment Services LLC | 15,948 | $3.43M | 0.04% | +3,387+27.0% | Added |
| Telemus Capital, LLC | 16,150 | $3.43M | 0.30% | +1,885+13.2% | Added |
| American Portfolios Advisors | 16,117 | $3.42M | 0.12% | +3,705+29.9% | Added |
| Elk River Wealth Management, LLC | 16,062 | $3.41M | 0.74% | +1,433+9.8% | Added |
| Integrated Wealth Concepts LLC | 16,053 | $3.41M | 0.10% | −1,292−7.4% | Reduced |
| Mark Stevens | 16,026 | $3.40M | 0.38% | −541−3.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.40M | 0.93% | 00.0% | Unchanged |
| Argent Trust Co | 15,853 | $3.37M | 0.21% | −1,892−10.7% | Reduced |
| Park Avenue Securities LLC | 15,819 | $3.36M | 0.06% | +1,606+11.3% | Added |
| TCTC Holdings, LLC | 15,786 | $3.35M | 0.14% | +3,509+28.6% | Added |
| Veriti Management LLC | 15,701 | $3.33M | 0.41% | +1,343+9.4% | Added |
| Essex Investment Management Co LLC | 15,697 | $3.33M | 0.42% | −442−2.7% | Reduced |
| WD Rutherford LLC | 15,696 | $3.33M | 1.90% | +227+1.5% | Added |
| Metis Global Partners, LLC | 15,654 | $3.32M | 0.40% | +6,963+80.1% | Added |
| Asio Capital, LLC | 15,653 | $3.32M | 0.93% | +2,327+17.5% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $3.32M | 0.16% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 15,582 | $3.31M | 0.41% | +27+0.2% | Added |
| Centaurus Financial, Inc. | 15,578 | $3.31M | 0.26% | +1,476+10.5% | Added |
| Roberts Wealth Advisors, LLC | 15,561 | $3.30M | 1.29% | +891+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 15,510 | $3.29M | 0.29% | +7,700+98.6% | Added |
| Vestcor Inc | 15,486 | $3.29M | 0.11% | −12,116−43.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,486 | $3.29M | 0.38% | +338+2.2% | Added |
| Arthur M. Cohen & Associates, LLC | 15,477 | $3.29M | 0.69% | −1,260−7.5% | Reduced |
| Citizens Business Bank | 15,443 | $3.28M | 0.40% | +1,182+8.3% | Added |
| High Note Wealth, LLC | 15,397 | $3.27M | 1.15% | −276−1.8% | Reduced |
| Hills Bank & Trust Co | 15,388 | $3.27M | 0.47% | +188+1.2% | Added |
| Arlington Financial Advisors, LLC | 15,378 | $3.27M | 1.24% | +1,009+7.0% | Added |
| Pendal Group Limited | 15,357 | $3.26M | 0.03% | +564+3.8% | Added |
| Mirova | 15,336 | $3.26M | 0.44% | +222+1.5% | Added |
| First Hawaiian Bank | 15,295 | $3.25M | 0.10% | +517+3.5% | Added |
| Vision Capital Management, Inc. | 15,276 | $3.24M | 0.53% | +6,025+65.1% | Added |
| NBT Bank N A | 15,129 | $3.21M | 0.43% | +246+1.7% | Added |
| Azzad Asset Management Inc | 15,085 | $3.20M | 0.46% | +604+4.2% | Added |
| Laurel Wealth Advisors LLC | 15,069 | $3.20M | 0.69% | −270−1.8% | Reduced |
| Callahan Advisors, LLC | 15,040 | $3.19M | 0.36% | +386+2.6% | Added |
| CAPROCK Group, Inc. | 15,017 | $3.19M | 0.30% | +303+2.1% | Added |
| B. Riley Wealth Management, Inc. | 14,931 | $3.17M | 0.24% | +207+1.4% | Added |
| IBM Retirement Fund | 14,921 | $3.17M | 0.45% | −648−4.2% | Reduced |
| Acadian Asset Management LLC | 14,929 | $3.17M | 0.01% | −35,739−70.5% | Reduced |
| Maven Securities LTD | 14,866 | $3.16M | 0.65% | +5,883+65.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,734 | $3.13M | 0.21% | +600+4.2% | Added |
| Winch Advisory Services, LLC | 14,678 | $3.12M | 1.08% | −769−5.0% | Reduced |
| Massmutual Trust Co FSB | 14,651 | $3.11M | 0.12% | −11,256−43.4% | Reduced |
| Apollon Wealth Management, LLC | 14,642 | $3.11M | 0.22% | −5,817−28.4% | Reduced |
| HAP Trading, LLC | 14,630 | $3.11M | 0.35% | −24,900−63.0% | Reduced |
| Summit Financial, LLC | 14,441 | $3.07M | 0.24% | +2,339+19.3% | Added |
| Knuff & Co LLC | 14,398 | $3.06M | 1.11% | −6,106−29.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 14,385 | $3.06M | 0.65% | +1,250+9.5% | Added |
| Transcend Wealth Collective, LLC | 14,382 | $3.05M | 0.27% | +817+6.0% | Added |
| Bank of Nova Scotia Trust Co | 14,285 | $3.03M | 0.26% | +13,286+1,329.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,173 | $3.01M | 0.16% | −2,479−14.9% | Reduced |
| Blackhawk Capital Partners LLC. | 14,161 | $3.01M | 2.04% | +265+1.9% | Added |
| Fulton Bank, N.A. | 14,050 | $2.98M | 0.14% | +735+5.5% | Added |
| Comerica Securities,inc. | 13,976 | $2.97M | 0.20% | +164+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,957 | $2.96M | 0.26% | −189−1.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 13,952 | $2.96M | 2.00% | +1,193+9.4% | Added |
| ETF Managers Group, LLC | 13,756 | $2.96M | 0.06% | −3,150−18.6% | Reduced |
| M. Kulyk & Associates, LLC | 13,896 | $2.95M | 0.81% | +3,916+39.2% | Added |
| Jackson Square Capital, LLC | 13,854 | $2.94M | 0.92% | −491−3.4% | Reduced |
| GDS Wealth Management | 15,699 | $2.94M | 0.65% | +4,052+34.8% | Added |
| Liberty Mutual Group Asset Management Inc. | 13,825 | $2.94M | 0.10% | +13,825 | New |
| Connolly Sarah T. | 13,803 | $2.93M | 1.72% | +905+7.0% | Added |
| Geneva Capital Management LLC | 13,793 | $2.93M | 0.06% | +141+1.0% | Added |
| Silvant Capital Management LLC | 13,770 | $2.92M | 0.56% | −177−1.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 13,743 | $2.92M | 1.21% | +12,943+1,617.9% | Added |
| Seeyond | 13,678 | $2.90M | 0.29% | +3,454+33.8% | Added |
| Mirabella Financial Services LLP | 13,670 | $2.90M | 0.33% | +13,670 | New |
| Hancock Whitney Corp | 13,663 | $2.90M | 0.10% | −19,586−58.9% | Reduced |
| Connable Office Inc | 13,654 | $2.90M | 0.39% | +85+0.6% | Added |