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
Nwam LLC	15,687	$3.32M	0.33%	–	–
Mirova	15,721	$3.33M	0.40%	–	–
Birch Hill Investment Advisors LLC	15,732	$3.33M	0.19%	–	–
Colony Group LLC	15,834	$3.35M	0.07%	–	–
Frontier Wealth Management LLC	15,876	$3.36M	0.26%	–	–
Security National Bank	15,912	$3.37M	0.99%	–	–
AlphaCrest Capital Management LLC	15,931	$3.38M	0.19%	–	–
Great Valley Advisor Group, Inc.	15,937	$3.38M	0.32%	–	–
Compagnie Lombard Odier SCmA	15,992	$3.39M	0.07%	–	–
Meiji Yasuda Asset Management Co Ltd.	15,997	$3.39M	0.25%	–	–
Kentucky Farm Bureau Mutual Insurance Co	16,000	$3.39M	1.04%	–	–
Cornerstone Advisors, LLC	16,000	$3.39M	0.30%	–	–
Gladius Capital Management LP	16,009	$3.39M	0.77%	–	–
KMG Fiduciary Partners, LLC	16,023	$3.40M	0.66%	–	–
Summit Trail Advisors, LLC	16,074	$3.41M	0.37%	–	–
Roundview Capital LLC	16,148	$3.42M	0.43%	–	–
Toroso Investments, LLC	16,153	$3.42M	0.16%	–	–
First Interstate Bank	16,185	$3.43M	0.41%	–	–
Leverage Partners Absolute Return Fund SPC	16,200	$3.43M	2.74%	–	–
Lockheed Martin Investment Management Co	16,226	$3.44M	0.18%	–	–
Cabot Wealth Management Inc	16,228	$3.44M	0.49%	–	–
Pegasus Asset Management, Inc.	16,255	$3.44M	1.75%	–	–
Bouvel Investment Partners, LLC	16,303	$3.45M	2.22%	–	–
Ethic Inc.	16,398	$3.47M	0.62%	–	–
Bremer Bank National Association	16,431	$3.48M	0.80%	–	–
Hixon Zuercher, LLC	16,484	$3.49M	2.31%	–	–
Fragasso Group Inc.	16,491	$3.49M	0.49%	–	–
Hohimer Wealth Management, LLC	16,514	$3.50M	0.85%	–	–
Sowell Financial Services LLC	16,068	$3.50M	0.12%	–	–
Veritable, L.P.	16,675	$3.53M	0.06%	–	–
Security National Trust Co	16,695	$3.54M	0.83%	–	–
Gateway Advisory, LLC	16,711	$3.54M	0.90%	–	–
Vestmark Advisory Solutions, Inc.	16,787	$3.56M	0.32%	–	–
Jump Financial, LLC	16,891	$3.58M	0.33%	–	–
Oribel Capital Management, LP	16,900	$3.58M	0.68%	–	–
Azzad Asset Management Inc	16,937	$3.59M	0.59%	–	–
Trust Co of Toledo NA	16,966	$3.60M	0.65%	–	–
Alps Advisors Inc	17,008	$3.60M	0.04%	–	–
Cohen Capital Management, Inc.	17,046	$3.61M	0.66%	–	–
Mathes Company, Inc.	17,074	$3.62M	1.40%	–	–
Pinnacle Associates Ltd	17,089	$3.62M	0.07%	–	–
Vestcor Inc	17,097	$3.62M	0.14%	–	–
Ocean Capital Management, LLC	17,263	$3.67M	1.76%	–	–
Silvant Capital Management LLC	17,377	$3.68M	0.63%	–	–
Telemus Capital, LLC	16,759	$3.69M	0.25%	–	–
HBW Advisory Services LLC	17,472	$3.70M	0.99%	–	–
QS Investors, LLC	17,622	$3.73M	0.04%	–	–
GWM Advisors LLC	17,637	$3.74M	0.11%	–	–
Arthur M. Cohen & Associates, LLC	17,657	$3.74M	0.86%	–	–
CMH Wealth Management LLC	17,763	$3.76M	1.42%	–	–
Dana Investment Advisors, Inc.	17,825	$3.78M	0.17%	–	–
Mitchell Capital Management Co	17,914	$3.79M	0.93%	–	–
Spinnaker Trust	17,942	$3.80M	0.29%	–	–
Corient Capital Partners, LLC	17,973	$3.81M	0.33%	–	–
Kapitalo Investimentos Ltda	18,014	$3.82M	4.79%	–	–
Andra AP-fonden	18,100	$3.83M	0.08%	–	–
Cresset Asset Management, LLC	18,103	$3.84M	0.06%	–	–
Wealthstreet Investment Advisors, LLC	18,167	$3.85M	0.38%	–	–
Icon Wealth Partners, LLC	18,201	$3.86M	0.48%	–	–
Birinyi Associates Inc	18,300	$3.88M	1.48%	–	–
Banco de Sabadell, S.A	18,410	$3.88M	0.40%	–	–
Iowa State Bank	18,378	$3.89M	1.17%	–	–
Private Wealth Partners, LLC	18,387	$3.90M	0.41%	–	–
Girard Partners Ltd.	18,405	$3.90M	0.56%	–	–
Consolidated Investment Group LLC	18,400	$3.90M	0.86%	–	–
Northwest & Ethical Investments L.P.	18,453	$3.91M	0.14%	–	–
Kovack Advisors, Inc.	18,543	$3.93M	0.51%	–	–
Shikiar Asset Management Inc	18,562	$3.93M	1.33%	–	–
Bradley & Co. Private Wealth Management, LLC	18,801	$3.98M	3.68%	–	–
Tudor Investment Corp Et Al	18,824	$3.99M	0.09%	–	–
Kiwi Wealth Investments Limited Partnership	18,882	$4.00M	0.23%	–	–
Strategic Wealth Advisors Group, LLC	18,928	$4.01M	0.21%	–	–
Transform Wealth, LLC	19,019	$4.03M	0.81%	–	–
Westwood Management Corp	19,200	$4.07M	0.36%	–	–
Federation des caisses Desjardins du Quebec	19,299	$4.09M	0.05%	–	–
Whalerock Point Partners, LLC	19,342	$4.10M	1.80%	–	–
Monetary Management Group Inc	19,367	$4.10M	1.31%	–	–
Mirador Capital Partners LP	19,383	$4.11M	1.05%	–	–
Union Bancaire Privee Asset Management LLC	19,467	$4.12M	2.18%	–	–
Illinois Municipal Retirement Fund	19,537	$4.14M	0.18%	–	–
Landsberg, Bennett, & Dubbaneh LLC	19,049	$4.17M	0.60%	–	–
Cohen Lawrence B	19,712	$4.18M	2.26%	–	–
Avestar Capital, LLC	17,650	$4.18M	0.93%	–	–
RNC Capital Management LLC	19,745	$4.18M	0.24%	–	–
Pathstone Family Office, LLC	19,769	$4.19M	0.14%	–	–
Cordatus Wealth Management LLC	19,873	$4.21M	1.61%	–	–
World Asset Management Inc	18,418	$4.24M	0.38%	–	–
Fiduciary Trust Co	20,038	$4.25M	0.09%	–	–
Blue Zone Wealth Advisors, LLC	20,062	$4.25M	1.81%	–	–
Marks Group Wealth Management, Inc	20,052	$4.26M	0.63%	–	–
Belpointe Asset Management LLC	20,092	$4.26M	0.36%	–	–
Chapman Investment Management, LLC	20,140	$4.27M	2.69%	–	–
Marietta Wealth Management, LLC	20,233	$4.29M	1.07%	–	–
Bray Capital Advisors	20,273	$4.29M	1.18%	–	–
WoodTrust Financial Corp	20,312	$4.30M	1.27%	–	–
FRG Family Wealth Advisors LLC	20,389	$4.32M	0.88%	–	–
Allstate Corp	20,469	$4.34M	0.14%	–	–
Sumitomo Life Insurance Co	20,524	$4.35M	0.17%	–	–
Tiedemann Advisors, LLC	20,525	$4.35M	0.19%	–	–
Surevest, LLC	20,543	$4.35M	1.32%	–	–