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
Cohen Investment Advisors LLC	8,936	$1.85M	1.50%	–	–
IHT Wealth Management, LLC	8,818	$1.87M	0.13%	–	–
Segment Wealth Management, LLC	8,855	$1.88M	0.25%	–	–
Citizens Business Bank	8,889	$1.88M	0.26%	–	–
Avalon Investment & Advisory	8,903	$1.89M	0.04%	–	–
Connolly Sarah T.	8,938	$1.89M	1.68%	–	–
AMJ Financial Wealth Management	8,940	$1.89M	0.92%	–	–
St. Johns Investment Management Company, LLC	8,947	$1.90M	1.09%	–	–
Viking Fund Management LLC	9,000	$1.91M	0.57%	–	–
VeraBank, N.A.	9,018	$1.91M	1.24%	–	–
Transcend Wealth Collective, LLC	9,158	$1.94M	0.23%	–	–
Tiemann Investment Advisors, LLC	9,160	$1.94M	0.97%	–	–
Institute for Wealth Management, LLC.	9,184	$1.95M	0.37%	–	–
ProVise Management Group, LLC	9,190	$1.95M	0.21%	–	–
Empirical Finance, LLC	8,771	$1.95M	0.34%	–	–
Nations Financial Group Inc,	9,218	$1.95M	0.44%	–	–
Barings LLC	9,335	$1.98M	0.05%	–	–
TD Private Client Wealth LLC	9,349	$1.98M	0.09%	–	–
Clearstead Advisors, LLC	9,362	$1.98M	0.17%	–	–
Mirabella Financial Services LLP	9,367	$1.99M	0.62%	–	–
Horizon Investments, LLC	9,376	$1.99M	0.07%	–	–
Bogart Wealth, LLC	9,385	$1.99M	0.28%	–	–
Altium Wealth Management LLC	9,398	$1.99M	0.16%	–	–
Stanley-Laman Group, Ltd.	9,401	$1.99M	0.33%	–	–
Invst, LLC	8,660	$2.00M	0.35%	–	–
We Are One Seven, LLC	9,490	$2.01M	0.35%	–	–
JustInvest LLC	9,489	$2.01M	0.30%	–	–
CMT Capital Markets Trading GmbH	9,500	$2.01M	1.32%	–	–
Wunderlich Capital Managemnt	9,509	$2.02M	1.10%	–	–
Wolf Group Capital Advisors	9,576	$2.03M	1.17%	–	–
Gladstone Institutional Advisory LLC	9,584	$2.03M	0.32%	–	–
Veriti Management LLC	9,592	$2.03M	0.54%	–	–
Capital Planning Advisors, LLC	9,610	$2.04M	0.46%	–	–
Silicon Valley Capital Partners	9,636	$2.04M	0.45%	–	–
Migdal Insurance & Financial Holdings Ltd.	9,698	$2.06M	0.02%	–	–
Mountain Capital Investment Advisors, Inc	8,911	$2.07M	1.04%	–	–
Sentry Investment Management LLC	9,761	$2.07M	0.57%	–	–
Eqis Capital Management, Inc.	9,772	$2.07M	0.16%	–	–
Northstar Asset Management LLC	9,845	$2.09M	0.59%	–	–
Fortis Capital Management LLC	9,874	$2.09M	1.21%	–	–
Meridian Wealth Advisors, LLC	9,895	$2.10M	0.70%	–	–
Pacific Wealth Strategies Group, Inc.	9,917	$2.10M	0.88%	–	–
Slow Capital, Inc.	9,824	$2.10M	0.46%	–	–
Intellectus Partners, LLC	9,937	$2.10M	0.58%	–	–
Massmutual Trust Co FSB	9,966	$2.11M	0.10%	–	–
Triangle Securities Wealth Management	10,000	$2.12M	0.77%	–	–
American Portfolios Advisors	10,068	$2.13M	0.09%	–	–
Grove Bank & Trust	10,077	$2.13M	0.50%	–	–
Little House Capital LLC	10,098	$2.14M	0.76%	–	–
Harrell Investment Partners, LLC	10,098	$2.14M	0.76%	–	–
Boothbay Fund Management, LLC	10,141	$2.15M	0.11%	–	–
Park Avenue Securities LLC	10,164	$2.15M	0.05%	–	–
Bridgeway Capital Management, LLC	10,200	$2.16M	0.04%	–	–
Glynn Capital Management LLC	10,212	$2.16M	0.21%	–	–
Independence Bank of Kentucky	10,275	$2.18M	1.06%	–	–
Diversified Trust Co	10,289	$2.18M	0.08%	–	–
Prime Capital Investment Advisors, LLC	10,328	$2.19M	0.16%	–	–
Madden Securities Corp	10,358	$2.19M	1.28%	–	–
Verde Capital Management	10,429	$2.21M	0.97%	–	–
Alterity Financial Group, LLC	10,425	$2.21M	2.70%	–	–
Winfield Associates, Inc.	10,511	$2.23M	0.91%	–	–
International Assets Investment Management, LLC	10,306	$2.23M	0.21%	–	–
Strategic Wealth Designers	10,571	$2.24M	1.07%	–	–
Quadrant Private Wealth Management, LLC	10,580	$2.24M	0.98%	–	–
MAI Capital Management	10,603	$2.25M	0.05%	–	–
Healthcare of Ontario Pension Plan Trust Fund	10,604	$2.25M	0.01%	–	–
Asio Capital, LLC	10,612	$2.25M	0.93%	–	–
Duff & Phelps Investment Management Co	10,640	$2.25M	0.03%	–	–
People's United Financial, Inc.	10,764	$2.28M	0.05%	–	–
Freedom Day Solutions, LLC	10,819	$2.29M	1.22%	–	–
Investment Research & Advisory Group, Inc.	10,835	$2.30M	1.71%	–	–
Pinnacle Holdings, LLC	10,882	$2.31M	1.07%	–	–
Seeyond	10,894	$2.31M	0.23%	–	–
Cypress Asset Management Inc	10,939	$2.32M	0.64%	–	–
GPM Growth Investors, Inc.	10,939	$2.32M	1.32%	–	–
O'Shaughnessy Asset Management, LLC	11,050	$2.34M	0.05%	–	–
Citizens & Northern Corp	11,064	$2.34M	0.93%	–	–
TCTC Holdings, LLC	11,084	$2.35M	0.11%	–	–
Dynamic Advisor Solutions LLC	11,114	$2.35M	0.22%	–	–
Usca Ria LLC	11,124	$2.36M	0.15%	–	–
HAP Trading, LLC	11,136	$2.36M	0.27%	–	–
EPIQ Capital Group, LLC	11,197	$2.37M	0.26%	–	–
Boltwood Capital Management	11,261	$2.39M	1.06%	–	–
IMA Wealth, Inc.	11,321	$2.40M	0.59%	–	–
Intersect Capital LLC	11,376	$2.41M	0.49%	–	–
Claybrook Capital, LLC	11,550	$2.45M	1.42%	–	–
Insight Wealth Strategies, LLC	11,600	$2.46M	0.33%	–	–
Zeke Capital Advisors, LLC	11,625	$2.46M	0.17%	–	–
Koshinski Asset Management, Inc.	11,727	$2.48M	0.26%	–	–
Private Trust Co NA	11,749	$2.49M	0.40%	–	–
Lincoln National Corp	11,756	$2.49M	0.06%	–	–
Conning Inc.	11,827	$2.51M	0.08%	–	–
Kaizen Financial Strategies	11,833	$2.51M	2.39%	–	–
B. Riley Wealth Management, Inc.	11,851	$2.51M	0.29%	–	–
Segall Bryant & Hamill, LLC	11,892	$2.52M	0.02%	–	–
Systematic Alpha Investments, LLC	11,900	$2.52M	0.16%	–	–
Northern Oak Wealth Management Inc	11,933	$2.53M	0.33%	–	–
Michael B. Yongue	11,957	$2.53M	2.00%	–	–
Laurion Capital Management LP	12,000	$2.54M	0.03%	–	–
Arabesque Asset Management Ltd	12,101	$2.56M	1.13%	–	–