Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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 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

Value heldQ1 2021: $151.3B

Institutions holding CRM and their total value by quarter
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 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Center for Financial Planning, Inc.	6,778	$1.44M	0.37%	–	–
PFS Investments Inc.	6,789	$1.44M	0.04%	–	–
Clark Capital Management Group, Inc.	6,792	$1.44M	0.02%	–	–
Moseley Investment Management Inc	6,847	$1.45M	0.80%	–	–
Chicago Partners Investment Group LLC	6,172	$1.45M	0.12%	–	–
Virtue Capital Management, LLC	6,867	$1.46M	0.34%	–	–
Arden Trust Co	6,875	$1.46M	0.25%	–	–
Wade G W & Inc	6,875	$1.46M	0.08%	–	–
Beacon Pointe Advisors, LLC	6,899	$1.47M	0.09%	–	–
Parcion Private Wealth LLC	6,939	$1.47M	0.17%	–	–
Cornerstone National Bank & Trust Co	6,954	$1.47M	0.69%	–	–
Moneta Group Investment Advisors LLC	6,976	$1.48M	0.08%	–	–
Bay Rivers Group	6,997	$1.48M	1.15%	–	–
Vigilare Wealth Management	7,023	$1.49M	1.06%	–	–
Midwest Wealth Management Inc.	7,032	$1.49M	1.21%	–	–
Derby & Company, Inc	7,066	$1.50M	0.34%	–	–
Investors Financial Group, LLC	7,068	$1.50M	0.88%	–	–
Emerson Point Capital LP	7,127	$1.51M	0.22%	–	–
Ironwood Investment Management LLC	7,137	$1.51M	0.80%	–	–
Bluestein R H & Co	7,160	$1.52M	0.06%	–	–
Capital Impact Advisors, LLC	7,173	$1.52M	0.53%	–	–
Laidlaw Wealth Management LLC	7,178	$1.52M	0.52%	–	–
Asset Management Corp	7,227	$1.53M	1.06%	–	–
Laffer Tengler Investments	7,228	$1.53M	0.58%	–	–
Sheaff Brock Investment Advisors, LLC	7,265	$1.54M	0.16%	–	–
Field & Main Bank	7,285	$1.54M	1.11%	–	–
Trust Asset Management LLC	7,295	$1.55M	0.21%	–	–
Caliber Wealth Management, LLC	7,324	$1.55M	1.13%	–	–
Apollon Wealth Management, LLC	7,340	$1.55M	0.30%	–	–
Gs Investments, Inc.	7,364	$1.56M	3.42%	–	–
180 Wealth Advisors, LLC	7,008	$1.56M	0.39%	–	–
Ballentine Partners, LLC	7,369	$1.56M	0.06%	–	–
Congress Park Capital LLC	7,375	$1.56M	0.87%	–	–
Abbrea Capital, LLC	7,383	$1.56M	0.26%	–	–
United Bank	7,383	$1.56M	1.10%	–	–
Montag A & Associates Inc	7,391	$1.57M	0.09%	–	–
Exchange Traded Concepts, LLC	7,397	$1.57M	0.06%	–	–
Acorn Financial Advisory Services Inc	7,401	$1.57M	0.57%	–	–
Dakota Wealth Management	7,419	$1.57M	0.21%	–	–
NVWM, LLC	7,446	$1.58M	0.63%	–	–
Navalign, LLC	7,454	$1.58M	0.70%	–	–
JT Stratford LLC	7,481	$1.58M	0.56%	–	–
Modus Advisors, LLC	7,484	$1.59M	0.73%	–	–
Summit Global Investments	7,528	$1.59M	0.10%	–	–
Itau Unibanco Holding S.A.	7,561	$1.60M	0.12%	–	–
Aldebaran Financial Inc.	7,564	$1.60M	1.51%	–	–
McKinley Capital Management LLC /Delaware	7,572	$1.60M	0.12%	–	–
Bell Bank	7,597	$1.61M	0.23%	–	–
TRUE Private Wealth Advisors	7,597	$1.61M	0.26%	–	–
BNC Wealth Management, LLC	7,601	$1.61M	1.14%	–	–
Oxler Private Wealth LLC	7,600	$1.61M	0.82%	–	–
Nicolet Bankshares Inc	7,614	$1.61M	0.45%	–	–
Fiduciary Planning LLC	7,634	$1.62M	2.44%	–	–
Eastern Bank	7,642	$1.62M	0.09%	–	–
Providence First Trust Co	7,656	$1.62M	0.80%	–	–
IFP Advisors, Inc	7,709	$1.64M	0.03%	–	–
Personal Cfo Solutions, LLC	7,758	$1.64M	0.36%	–	–
American National Registered Investment Advisor, Inc.	7,769	$1.65M	0.64%	–	–
Zions Bancorporation, N.A.	7,769	$1.65M	0.19%	–	–
Change Path, LLC	7,816	$1.66M	0.13%	–	–
Geier Asset Management, Inc.	7,407	$1.66M	1.21%	–	–
Aptus Capital Advisors, LLC	7,856	$1.67M	0.09%	–	–
Signaturefd, LLC	7,908	$1.68M	0.07%	–	–
Krilogy Financial LLC	7,906	$1.68M	0.18%	–	–
Penobscot Investment Management Company, Inc.	7,915	$1.68M	0.27%	–	–
Eagle Asset Management Inc	7,684	$1.68M	0.01%	–	–
Resources Management Corp	7,995	$1.69M	0.26%	–	–
Supplemental Annuity Collective Trust of NJ	8,000	$1.70M	0.59%	–	–
Inscription Capital, LLC	8,015	$1.70M	0.58%	–	–
Exane Derivatives	8,051	$1.71M	0.51%	–	–
West Branch Capital LLC	8,059	$1.71M	1.00%	–	–
First Pacific Advisors, LP	8,089	$1.71M	0.02%	–	–
Ascent Wealth Partners, LLC	8,094	$1.71M	0.37%	–	–
Virtu Financial LLC	8,108	$1.72M	0.12%	–	–
Viridian Ria, LLC	0	$1.72M	0.43%	–	–
Paradigm Financial Advisors, LLC	8,117	$1.72M	0.42%	–	–
Western Wealth Management, LLC	8,193	$1.74M	0.23%	–	–
IPG Investment Advisors LLC	8,239	$1.75M	0.34%	–	–
Shepherd Financial Partners LLC	8,259	$1.75M	0.39%	–	–
CX Institutional	8,260	$1.75M	0.16%	–	–
Wrapmanager Inc	8,263	$1.75M	0.49%	–	–
Trustmark National Bank Trust Department	8,280	$1.75M	0.15%	–	–
Flagship Harbor Advisors, LLC	8,324	$1.76M	0.20%	–	–
Intrust Bank NA	8,341	$1.77M	0.25%	–	–
Cito Capital Group, LLC	8,350	$1.77M	0.86%	–	–
Kempen Capital Management N.V.	8,358	$1.77M	0.08%	–	–
Harbour Investments, Inc.	8,377	$1.77M	0.06%	–	–
Elmwood Wealth Management, Inc.	8,378	$1.77M	1.08%	–	–
Callahan Advisors, LLC	8,478	$1.80M	0.24%	–	–
Hudson Canyon Capital Management	8,480	$1.80M	1.41%	–	–
Evergreen Capital Management LLC	8,517	$1.80M	0.09%	–	–
Townsend & Associates, Inc	8,522	$1.81M	1.17%	–	–
Bradley Mark J.	8,542	$1.81M	1.22%	–	–
Avitas Wealth Management LLC	8,602	$1.82M	0.36%	–	–
Equitable Holdings, Inc.	8,658	$1.83M	0.04%	–	–
GoalVest Advisory LLC	8,698	$1.84M	1.37%	–	–
Paradigm Asset Management Co LLC	8,700	$1.84M	0.49%	–	–
Guardian Capital Advisors LP	8,092	$1.84M	0.21%	–	–
Bank Ozk	8,709	$1.84M	0.85%	–	–
Ferris Capital, LLC	8,729	$1.85M	0.46%	–	–