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
Wealthspire Advisors, LLC	29,444	$6.24M	0.15%	–	–
Quinn Opportunity Partners LLC	29,500	$6.25M	0.40%	–	–
Prentiss Smith & Co Inc	29,502	$6.25M	3.21%	–	–
RPG Investment Advisory, LLC	29,642	$6.28M	1.12%	–	–
Aj Wealth Strategies, LLC	29,800	$6.31M	0.45%	–	–
IBM Retirement Fund	29,871	$6.33M	0.45%	–	–
Unio Capital LLC	30,268	$6.41M	3.04%	–	–
Brewin Dolphin Ltd	30,389	$6.44M	0.35%	–	–
Wealthfront Advisers LLC	30,417	$6.44M	0.03%	–	–
Douglass Winthrop Advisors, LLC	30,488	$6.46M	0.17%	–	–
Raymond James Trust N.A.	30,783	$6.52M	0.23%	–	–
TPI Fund Managers Ltd	30,805	$6.53M	1.02%	–	–
Means Investment Co., Inc.	30,890	$6.54M	1.49%	–	–
Trust Co of Vermont	31,123	$6.59M	0.49%	–	–
De Burlo Group Inc	31,157	$6.60M	1.18%	–	–
Tiaa, FSB	31,266	$6.62M	0.02%	–	–
Parallel Advisors, LLC	31,393	$6.65M	0.31%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	31,426	$6.66M	0.67%	–	–
Advisors Asset Management, Inc.	31,525	$6.68M	0.10%	–	–
Cozad Asset Management Inc	31,542	$6.68M	1.09%	–	–
Cetera Advisor Networks LLC	31,938	$6.77M	0.14%	–	–
Webster Bank, N. A.	32,057	$6.79M	0.77%	–	–
Cambridge Financial Group, Inc.	32,099	$6.80M	3.00%	–	–
Alpha Cubed Investments, LLC	32,114	$6.80M	0.53%	–	–
Mizuho Markets Cayman LP	32,138	$6.81M	0.96%	–	–
Fiduciary Group LLC	29,681	$6.84M	0.83%	–	–
St Germain D J Co Inc	32,382	$6.86M	0.46%	–	–
Northstar Investment Advisors LLC	32,504	$6.89M	1.00%	–	–
Novare Capital Management LLC	32,647	$6.92M	0.83%	–	–
Harbor Investment Advisory, LLC	32,708	$6.93M	1.04%	–	–
Foster Victor Wealth Advisors, LLC	29,899	$6.94M	1.29%	–	–
Cigna Investments Inc	32,818	$6.95M	0.48%	–	–
Scholtz & Company, LLC	32,988	$6.99M	2.66%	–	–
Cypress Capital Group	33,000	$6.99M	0.99%	–	–
Hudson Valley Investment Advisors Inc	33,358	$7.07M	1.26%	–	–
Capital Fund Management S.A.	33,619	$7.12M	0.24%	–	–
Gotham Asset Management, LLC	33,654	$7.13M	0.32%	–	–
O'Shares Investment Advisers, LLC	33,746	$7.15M	0.53%	–	–
Exchange Capital Management, Inc.	33,817	$7.17M	1.48%	–	–
Calamos Wealth Management LLC	33,882	$7.18M	0.59%	–	–
Sepio Capital, LP	33,882	$7.18M	0.67%	–	–
Alexandria Capital, LLC	34,029	$7.21M	0.73%	–	–
Nippon Life Global Investors Americas, Inc.	34,290	$7.26M	0.40%	–	–
Stratos Wealth Partners, LTD.	34,479	$7.30M	0.20%	–	–
E Fund Management Co., Ltd.	34,497	$7.31M	0.60%	–	–
Codex Capital, L.L.C.	34,550	$7.33M	4.57%	–	–
Prospera Financial Services Inc	34,838	$7.38M	0.44%	–	–
Marco Investment Management LLC	35,075	$7.43M	0.97%	–	–
Motco	35,362	$7.49M	0.53%	–	–
Grassi Investment Management	35,583	$7.54M	0.85%	–	–
Spire Wealth Management	36,926	$7.58M	0.20%	–	–
Rothschild Investment Corp	35,844	$7.59M	0.65%	–	–
AAFMAA Wealth Management & Trust LLC	35,952	$7.62M	3.66%	–	–
Ally Financial Inc.	36,000	$7.63M	0.73%	–	–
Evercore Wealth Management, LLC	36,082	$7.64M	0.15%	–	–
Baltimore-Washington Financial Advisors, Inc.	36,261	$7.68M	0.78%	–	–
E. Ohman J:or Asset Management AB	36,450	$7.72M	0.28%	–	–
Sigma Planning Corp	36,561	$7.75M	0.25%	–	–
Autus Asset Management, LLC	36,634	$7.76M	0.91%	–	–
Sequoia Financial Advisors, LLC	36,723	$7.78M	0.33%	–	–
Hexavest Inc.	36,829	$7.80M	0.35%	–	–
MUFG Securities EMEA plc	37,581	$7.96M	0.07%	–	–
Crossvault Capital Management LLC	37,634	$7.97M	2.84%	–	–
Vancity Investment Management Ltd	37,920	$8.03M	1.48%	–	–
Wedbush Securities Inc	38,160	$8.09M	0.45%	–	–
Azimuth Capital Management LLC	38,305	$8.12M	0.38%	–	–
Sand Hill Global Advisors, LLC	38,322	$8.12M	0.53%	–	–
Xcel Wealth Management, LLC	38,502	$8.16M	2.91%	–	–
Roosevelt Investment Group LLC	38,537	$8.16M	0.54%	–	–
Parsons Capital Management Inc	38,850	$8.23M	0.67%	–	–
Gardner Lewis Asset Management L P	38,940	$8.25M	1.48%	–	–
Moors & Cabot, Inc.	39,165	$8.28M	0.63%	–	–
Edge Wealth Management LLC	39,380	$8.34M	1.77%	–	–
Bank Hapoalim BM	39,485	$8.37M	1.06%	–	–
Cohen Klingenstein LLC	39,713	$8.41M	0.39%	–	–
Allen Investment Management LLC	39,892	$8.45M	0.13%	–	–
Highland Capital Management, LLC	40,078	$8.49M	0.52%	–	–
Independent Advisor Alliance	40,270	$8.53M	0.51%	–	–
First National Trust Co	40,371	$8.55M	0.56%	–	–
Cubist Systematic Strategies, LLC	40,405	$8.56M	0.11%	–	–
BBVA USA Bancshares, Inc.	40,572	$8.60M	0.41%	–	–
Huntington National Bank	40,626	$8.61M	0.10%	–	–
Commerce Bank	40,881	$8.66M	0.07%	–	–
Kinneret Advisory, LLC	40,882	$8.66M	1.11%	–	–
Swarthmore Group Inc	41,394	$8.77M	2.40%	–	–
Keybank National Association	41,406	$8.77M	0.04%	–	–
Northwestern Mutual Investment Management Company, LLC	41,605	$8.81M	0.15%	–	–
CFM Wealth Partners LLC	41,722	$8.84M	2.67%	–	–
Oak Ridge Investments LLC	41,811	$8.86M	0.82%	–	–
Cinctive Capital Management LP	41,879	$8.87M	0.57%	–	–
Kemnay Advisory Services Inc.	42,303	$8.96M	1.25%	–	–
Covington Capital Management	42,485	$9.00M	0.39%	–	–
Northstar Asset Management Inc	42,741	$9.06M	2.85%	–	–
Point72 Hong Kong Ltd	42,821	$9.07M	0.73%	–	–
KCM Investment Advisors LLC	43,012	$9.11M	0.40%	–	–
Wilbanks Smith & Thomas Asset Management LLC	43,182	$9.15M	0.40%	–	–
Moreno Evelyn V	43,505	$9.22M	2.20%	–	–
Perigon Wealth Management, LLC	43,800	$9.28M	0.95%	–	–
Mercer Global Advisors Inc	43,830	$9.29M	0.08%	–	–
Johnson Investment Counsel Inc	44,234	$9.37M	0.14%	–	–