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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; 2,491 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 2021

Institutional positions in Salesforce, Inc. as of Mar 31, 2021. 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
1,989
No complete 13F data for Q4 2020
Shares held
714.2M
No complete 13F data for Q4 2020
Total value
$151.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,989 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ1 2021: $151.3B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CRM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
NFJ Investment Group, LLC2$00.00%––
Tucker Asset Management LLC2$4240.00%––
USA Financial Portformulas Corp4$1.00K0.00%––
Annapolis Financial Services, LLC5$1.00K0.00%––
Sofos Investments, Inc.4,716$1.10K0.02%––
Lowe Wealth Advisors, LLC8$2.00K0.00%––
Disciplined Investments, LLC8$2.00K0.00%––
FormulaFolio Investments, LLC–$3.00K0.00%––
Moisand Fitzgerald Tamayo, LLC15$3.00K0.00%––
Old North State Trust, LLC14$3.00K0.00%––
Joseph P. Lucia & Associates, LLC13$3.00K0.00%––
James Investment Research Inc17$4.00K0.00%––
Arcadia Investment Management Corp17$4.00K0.00%––
Proffitt & Goodson Inc18$4.00K0.00%––
CSat Investment Advisory, L.P.20$4.00K0.00%––
Macroview Investment Management LLC17$4.00K0.01%––
Sawyer & Company, Inc20$4.00K0.00%––
Trustcore Financial Services, LLC18$4.00K0.00%––
Pacifica Partners Inc.17$4.00K0.00%––
Barnett & Company, Inc.25$5.00K0.00%––
IAG Wealth Partners, LLC20$5.00K0.00%––
Global Financial Private Client, LLC23$5.03K0.00%––
Bourgeon Capital Management LLC30$6.00K0.00%––
Ranger Investment Management, L.P.28$6.00K0.00%––
AlphaMark Advisors, LLC30$6.00K0.00%––
Financial Enhancement Group LLC29$6.00K0.00%––
Syverson Strege & Co28$6.00K0.01%––
Roble, Belko & Company, Inc34$7.00K0.00%––
Moser Wealth Advisors, LLC33$7.00K0.00%––
American Research & Management Co.40$8.00K0.00%––
Tortoise Investment Management, LLC50$11.0K0.00%––
Black Swift Group, LLC53$11.0K0.01%––
MPS Loria Financial Planners, LLC54$11.0K0.01%––
Coastal Capital Group, Inc.51$11.0K0.00%––
Cedar Mountain Advisors, LLC50$11.0K0.00%––
TD Capital Management LLC55$12.0K0.00%––
Carolina Wealth Advisors, LLC58$12.0K0.01%––
First National Bank of South Miami61$13.0K0.01%––
Atlas Private Wealth Advisors59$13.0K0.01%––
Sterling Financial Planning, Inc.66$14.0K0.01%––
Sageworth Trust Co70$15.0K0.00%––
First Personal Financial Services72$15.0K0.00%––
Crescent Capital Consulting, LLC73$15.0K0.00%––
McCarthy Asset Management, Inc.69$15.0K0.01%––
Old Second National Bank of Aurora77$16.0K0.00%––
Sugarloaf Wealth Management, LLC76$16.0K0.00%––
PrairieView Partners, LLC75$16.0K0.00%––
Toth Financial Advisory Corp80$17.0K0.00%––
Avondale Wealth Management80$17.0K0.02%––
Pflug Koory, LLC80$17.0K0.01%––
Costello Asset Management, INC84$18.0K0.01%––
Stephenson National Bank & Trust88$19.0K0.01%––
Financial Management Professionals, Inc.91$19.0K0.01%––
Dividend Assets Capital, LLC100$21.0K0.00%––
Spectrum Management Group, LLC99$21.0K0.00%––
Capital Advisors, Ltd. LLC100$21.0K0.00%––
Retirement Group, LLC97$21.0K0.01%––
Estabrook Capital Management100$21.2K0.00%––
Mach-1 Financial Group, Inc.104$22.0K0.02%––
JFS Wealth Advisors, LLC110$23.0K0.00%––
Stuart Chaussee & Associates, Inc.110$23.0K0.01%––
Carmichael Hill & Associates, Inc.110$23.0K0.01%––
Graves-Light Private Wealth Management, Inc.112$24.0K0.00%––
Duncker Streett & Co Inc120$25.0K0.00%––
MV Capital Management, Inc.120$25.0K0.00%––
MBM Wealth Consultants, LLC118$25.0K0.01%––
John W. Brooker & Co., CPAs129$27.0K0.02%––
Resolute Partners Group129$27.0K0.00%––
HC Financial Advisors Inc132$28.0K0.02%––
Northwest Investment Counselors, LLC139$29.0K0.01%––
Bellevue Asset Management, LLC134$29.0K0.02%––
Wealthcare Capital Management LLC146$31.0K0.00%––
Column Capital Advisors, LLC147$31.0K0.01%––
Pacific Center for Financial Services144$31.0K0.01%––
Sage Financial Management Group, Inc.150$32.0K0.02%––
Flagship Private Wealth, LLC149$32.8K0.03%––
Providence Capital Advisors, LLC161$34.0K0.01%––
Walled Lake Planning & Wealth Management, LLC160$34.0K0.02%––
McCarthy Grittinger Financial Group, LLC165$35.0K0.02%––
Charter Oak Capital Management, LLC165$35.0K0.00%––
Kelly Financial Services LLC167$35.4K0.02%––
Elkhorn Partners Limited Partnership170$36.0K0.02%––
Trust Co171$36.0K0.03%––
Wagner Wealth Management, LLC171$36.0K0.03%––
Clearview Wealth Advisors LLC170$36.0K0.02%––
Canton Hathaway, LLC176$37.0K0.01%––
Ten Capital Wealth Advisors, LLC187$39.0K0.01%––
Lenox Wealth Advisors, LLC191$40.0K0.01%––
Brand Asset Management Group, Inc.192$41.0K0.02%––
Abundance Wealth Counselors200$42.0K0.01%––
Aspire Private Capital, LLC200$42.0K0.01%––
Selective Wealth Management, Inc.203$43.0K0.04%––
Activest Wealth Management204$43.0K0.04%––
Delta Asset Management LLC209$44.0K0.00%––
Larson Financial Group LLC209$44.0K0.01%––
Prentice Wealth Management LLC212$45.0K0.03%––
Certified Advisory Corp216$46.0K0.01%––
Evolution Wealth Advisors, LLC224$47.0K0.01%––
City Holding Co226$48.0K0.01%––
Vigilant Capital Management, LLC226$48.0K0.00%––