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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; 2,492 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
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: 2,492 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 20262,492$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
Salem Investment Counselors Inc20,619$4.37M0.27%––
ICICI Prudential Asset Management Co Ltd20,840$4.38M2.25%––
Jefferies Group LLC20,657$4.38M0.10%––
Blueshift Asset Management, LLC20,677$4.38M0.45%––
Trust Co of Kansas20,700$4.39M2.87%––
Jackson Square Capital, LLC20,730$4.39M1.68%––
Motley Fool Asset Management LLC20,810$4.41M0.32%––
Steel Peak Wealth Management LLC20,881$4.42M0.36%––
D.A. Davidson & Co.20,889$4.43M0.06%––
W.G. Shaheen & Associates DBA Whitney & Co20,907$4.43M0.78%––
Checchi Capital Advisers, LLC20,921$4.43M0.60%––
Pinnacle Financial Partners Inc20,928$4.43M0.20%––
Wetherby Asset Management Inc20,947$4.44M0.34%––
Coastal Investment Management, L.P.21,000$4.45M7.74%––
Siemens Fonds Invest GmbH21,125$4.48M0.43%––
HighPoint Advisor Group LLC19,430$4.49M0.52%––
Avantax Advisory Services, Inc.21,203$4.50M0.10%––
Baker Tilly Wealth Management, LLC21,232$4.50M0.92%––
Benjamin F. Edwards & Company, Inc.21,286$4.51M0.24%––
Dash Acquisitions Inc.21,300$4.51M2.96%––
Knuff & Co LLC21,326$4.52M1.93%––
RB Capital Management, LLC21,424$4.54M2.00%––
GPS Wealth Strategies Group, LLC21,587$4.57M1.35%––
YorkBridge Wealth Partners, LLC21,643$4.59M1.36%––
South State Corp.21,653$4.59M0.43%––
Mark Stevens21,686$4.59M0.52%––
Bessemer Group Inc21,710$4.60M0.01%––
Brighton Jones LLC21,806$4.62M0.27%––
Bel Air Investment Advisors LLC21,879$4.64M0.15%––
Caldwell Trust Co21,885$4.64M0.65%––
Livforsakringsbolaget Skandia, Omsesidigt21,917$4.64M0.32%––
Orion Portfolio Solutions, LLC21,966$4.65M0.20%––
IMC-Chicago, LLC22,056$4.67M0.45%––
Venture Visionary Partners LLC22,099$4.68M0.39%––
HRT Financial LP22,373$4.74M0.05%––
Murphy Capital Management Inc22,392$4.74M0.60%––
Twin Capital Management Inc22,472$4.76M0.47%––
Prelude Capital Management, LLC22,581$4.78M0.33%––
First Hawaiian Bank22,790$4.83M0.21%––
Elite Wealth Management, Inc.22,813$4.83M2.50%––
Captrust Financial Advisors22,818$4.83M0.05%––
Redpoint Investment Management Pty Ltd22,890$4.85M0.41%––
Valeo Financial Advisors, LLC69,277$4.88M0.23%––
Karp Capital Management Corp23,136$4.90M0.89%––
Harbour Capital Advisors, LLC23,545$4.99M1.47%––
Alerus Financial NA23,550$4.99M0.53%––
Peapack Gladstone Financial Corp23,563$4.99M0.13%––
Meridian Management Co23,636$5.01M1.56%––
Mizuho Securities USA LLC23,846$5.05M0.48%––
GAM Holding AG23,966$5.08M0.24%––
Executive Wealth Management, LLC24,085$5.10M0.60%––
Chemung Canal Trust Co24,343$5.16M1.03%––
Oak Harvest Investment Services24,405$5.17M1.98%––
Kestra Private Wealth Services, LLC24,463$5.18M0.36%––
Jag Capital Management, LLC24,526$5.20M0.46%––
Kornitzer Capital Management Inc24,667$5.23M0.08%––
Connor, Clark & Lunn Investment Management Ltd.24,664$5.23M0.03%––
Permanens Capital L.P.24,889$5.27M1.08%––
PEAK6 Investments LLC24,895$5.28M0.14%––
Advisor Partners LLC24,905$5.28M0.38%––
Precept Management LLC25,000$5.30M6.09%––
Sitrin Capital Management LLC25,385$5.38M2.55%––
Level Four Advisory Services, LLC25,403$5.38M0.42%––
Kentucky Retirement Systems Insurance Trust Fund25,460$5.39M0.58%––
Broadleaf Partners, LLC25,558$5.42M2.04%––
Knights of Columbus Asset Advisors LLC25,616$5.43M0.53%––
Clearline Capital LP25,706$5.45M0.95%––
AXS Investments LLC25,747$5.46M1.94%––
Everence Capital Management Inc25,787$5.46M0.50%––
Nelson Capital Management, LLC25,953$5.50M1.18%––
TCF National Bank26,227$5.56M0.63%––
National Asset Management, Inc.26,347$5.59M0.20%––
Independent Financial Group, LLC26,492$5.61M0.73%––
FWL Investment Management, LLC26,562$5.63M3.79%––
Capula Management Ltd26,593$5.63M1.18%––
Advisory Services Network, LLC26,661$5.65M0.21%––
TIG Advisors, LLC26,812$5.68M0.22%––
Peloton Wealth Strategists26,900$5.70M2.68%––
Regentatlantic Capital LLC26,979$5.72M0.19%––
Ziegler Capital Management, LLC27,002$5.72M0.18%––
Boston Common Asset Management, LLC27,130$5.75M0.36%––
Voya Financial Advisors, Inc.27,394$5.75M0.23%––
Private Asset Management Inc27,158$5.75M0.81%––
Arrow Financial Corp27,277$5.78M0.77%––
IndexIQ Advisors LLC27,550$5.84M0.21%––
Garde Capital, Inc.27,686$5.87M0.68%––
Flputnam Investment Management Co27,847$5.90M0.26%––
Whittier Trust Co of Nevada Inc28,189$5.97M0.27%––
Wellington Shields Capital Management, LLC28,203$5.97M0.57%––
Nixon Peabody Trust Co28,313$6.00M2.43%––
NewEdge Wealth, LLC28,355$6.01M0.60%––
BI Asset Management Fondsmaeglerselskab A/S28,412$6.02M0.24%––
Dowling & Yahnke LLC28,430$6.02M0.41%––
Cetera Investment Advisers28,550$6.05M0.12%––
Meeder Asset Management Inc28,687$6.05M0.31%––
ACG Wealth28,769$6.09M0.81%––
Morningstar Investment Services LLC29,188$6.13M0.08%––
SP Asset Management28,284$6.14M0.76%––
BP PLC29,155$6.18M0.22%––
Lee Capital Holdings LLC29,410$6.23M2.85%––