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
Aspiriant, LLC	12,108	$2.57M	0.16%	–	–
Beaumont Asset Management, L.L.C.	12,116	$2.57M	2.15%	–	–
Berkshire Bank	12,132	$2.57M	0.65%	–	–
United Maritime Capital LLC	12,304	$2.61M	2.15%	–	–
Kelly Lawrence W & Associates Inc	12,335	$2.61M	0.62%	–	–
Pallas Capital Advisors LLC	12,262	$2.62M	0.58%	–	–
Clarius Group, LLC	12,395	$2.63M	0.26%	–	–
Beese Fulmer Investment Management, Inc.	12,406	$2.63M	0.32%	–	–
Capital Management Associates	12,520	$2.65M	2.73%	–	–
Credit Agricole S A	12,558	$2.66M	0.10%	–	–
Bank of Hawaii	12,610	$2.67M	0.16%	–	–
Integrated Wealth Concepts LLC	12,616	$2.67M	0.11%	–	–
Comerica Securities,inc.	12,646	$2.68M	0.20%	–	–
XR Securities LLC	12,647	$2.68M	1.48%	–	–
Fundamentun, LLC	12,660	$2.68M	0.85%	–	–
Canandaigua National Corp	12,672	$2.69M	0.45%	–	–
Alpha Paradigm Partners, LLC	12,768	$2.71M	1.06%	–	–
Thoroughbred Financial Services, LLC	12,774	$2.71M	0.75%	–	–
Brown Advisory Securities, LLC	12,806	$2.71M	0.46%	–	–
Global Retirement Partners, LLC	12,861	$2.73M	0.32%	–	–
Annex Advisory Services, LLC	12,937	$2.74M	0.26%	–	–
Ameritas Investment Partners, Inc.	13,001	$2.75M	0.10%	–	–
Bridge Creek Capital Management LLC	39,777	$2.75M	1.06%	–	–
Westwood Holdings Group Inc.	13,164	$2.79M	0.03%	–	–
Fulton Bank, N.A.	13,198	$2.80M	0.14%	–	–
Wealth Advisors of Tampa Bay, LLC	13,217	$2.80M	1.66%	–	–
Donaldson Capital Management, LLC	13,238	$2.81M	0.15%	–	–
B & T Capital Management DBA Alpha Capital Management	13,274	$2.81M	0.72%	–	–
Capital Analysts, LLC	13,287	$2.81M	0.19%	–	–
Courier Capital LLC	13,388	$2.84M	0.29%	–	–
Linscomb & Williams, Inc.	13,391	$2.84M	0.15%	–	–
Lake Street Financial LLC	13,397	$2.84M	0.78%	–	–
J.W. Cole Advisors, Inc.	13,438	$2.85M	0.27%	–	–
CAPROCK Group, Inc.	13,473	$2.85M	0.31%	–	–
Pitcairn Co	13,512	$2.86M	0.20%	–	–
Kingsview Wealth Management, LLC	13,114	$2.87M	0.17%	–	–
Blackhawk Capital Partners LLC.	12,921	$2.88M	2.16%	–	–
Arlington Financial Advisors, LLC	13,606	$2.88M	1.17%	–	–
Lighthouse Financial Advisors, Inc.	13,622	$2.89M	0.87%	–	–
BFSG, LLC	13,630	$2.89M	0.47%	–	–
Meiji Yasuda Life Insurance Co	13,652	$2.89M	0.05%	–	–
Vident Investment Advisory, LLC	13,697	$2.90M	0.10%	–	–
MD Financial Management Inc.	13,713	$2.90M	0.08%	–	–
Strategic Advisors LLC	13,768	$2.92M	0.85%	–	–
Lazard Freres Gestion S.A.S.	16,187	$2.92M	0.10%	–	–
Elk River Wealth Management, LLC	13,890	$2.94M	0.84%	–	–
Argent Trust Co	13,994	$2.96M	0.21%	–	–
LS Investment Advisors, LLC	14,015	$2.97M	0.17%	–	–
Enterprise Bank & Trust Co	14,013	$2.97M	1.25%	–	–
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	14,050	$2.98M	0.32%	–	–
High Note Wealth, LLC	14,107	$2.99M	1.16%	–	–
Chartwell Investment Partners, LLC	14,138	$3.00M	0.09%	–	–
Philadelphia Trust Co	14,275	$3.02M	0.23%	–	–
SeaCrest Wealth Management, LLC	14,377	$3.05M	0.40%	–	–
Caption Management, LLC	14,400	$3.05M	0.39%	–	–
Hennion & Walsh Asset Management, Inc.	14,414	$3.05M	0.18%	–	–
Geneva Capital Management LLC	14,446	$3.06M	0.05%	–	–
Lord, Abbett & Co. LLC	14,464	$3.06M	0.01%	–	–
KG&L Capital Management,LLC	14,488	$3.07M	1.55%	–	–
Blue Pool Management Ltd.	14,500	$3.07M	0.69%	–	–
NEXT Financial Group, Inc	14,509	$3.08M	0.27%	–	–
Hoylecohen, LLC	14,528	$3.08M	0.31%	–	–
Game Creek Capital, LP	14,550	$3.08M	1.83%	–	–
Corbenic Partners LLC	14,713	$3.12M	0.80%	–	–
Stonnington Group, LLC	14,826	$3.12M	0.76%	–	–
Grandview Asset Management LLC	14,763	$3.13M	1.67%	–	–
Caas Capital Management LP	14,768	$3.13M	0.09%	–	–
Platte River Wealth Advisors, LLC	13,945	$3.13M	1.29%	–	–
Essex Investment Management Co LLC	14,785	$3.13M	0.38%	–	–
Laurel Wealth Advisors LLC	14,824	$3.14M	0.76%	–	–
Hills Bank & Trust Co	14,837	$3.14M	0.51%	–	–
BOK Financial Private Wealth, Inc.	14,849	$3.15M	0.29%	–	–
Tsai Capital Corp	14,849	$3.15M	3.11%	–	–
Snowden Capital Advisors LLC	14,859	$3.15M	0.18%	–	–
Fosun International Ltd	15,000	$3.15M	0.25%	–	–
NWK Group, Inc.	14,925	$3.16M	1.38%	–	–
Aft, Forsyth & Company, Inc.	14,967	$3.17M	1.90%	–	–
Winch Advisory Services, LLC	14,985	$3.17M	1.27%	–	–
Soros Fund Management LLCSuperinvestorSoros Fund Management	15,000	$3.18M	0.06%	–	–
Schonfeld Strategic Advisors LLC	15,000	$3.18M	0.04%	–	–
Mitsubishi UFJ Asset Management (UK) Ltd.	15,000	$3.18M	1.40%	–	–
Morgan Jess S & Co Inc	15,062	$3.19M	2.24%	–	–
Van Strum & Towne Inc.	15,132	$3.21M	1.62%	–	–
Pendal Group Limited	15,141	$3.21M	0.03%	–	–
NBT Bank N A	15,228	$3.23M	0.46%	–	–
Beech Hill Advisors, Inc.	15,310	$3.24M	1.35%	–	–
Minot Wealth Management LLC	15,323	$3.25M	0.83%	–	–
WD Rutherford LLC	15,361	$3.25M	2.02%	–	–
Plimoth Trust Co LLC	15,374	$3.26M	0.96%	–	–
ICONIQ Capital, LLC	15,430	$3.27M	0.04%	–	–
Dillon & Associates Inc	15,448	$3.27M	0.70%	–	–
VisionPoint Advisory Group, LLC	15,460	$3.28M	1.57%	–	–
Tamar Securities, LLC	15,497	$3.28M	1.27%	–	–
Meyer Handelman Co	15,502	$3.29M	0.14%	–	–
Schmidt P J Investment Management Inc	14,016	$3.29M	0.69%	–	–
Simmons Bank	15,593	$3.30M	0.25%	–	–
Shelton Capital Management	15,597	$3.31M	0.12%	–	–
Gemmer Asset Management LLC	15,624	$3.31M	0.52%	–	–
Absoluto Partners Gestao de Recursos Ltda	15,624	$3.31M	0.48%	–	–
V Wealth Advisors LLC	15,673	$3.32M	0.61%	–	–