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; 2,493 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	2,493	$109.5B
Q1 2026	2,695	$137.9B
Q4 2025	2,958	$201.9B
Q3 2025	2,815	$179.8B
Q2 2025	2,959	$210.0B
Q1 2025	2,955	$209.1B
Q4 2024	3,109	$258.7B
Q3 2024	2,656	$209.1B
Q2 2024	2,629	$198.8B
Q1 2024	2,768	$235.7B
Q4 2023	2,600	$204.8B
Q3 2023	2,293	$155.1B
Q2 2023	2,300	$161.7B
Q1 2023	2,182	$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
Erste Asset Management GmbH	44,912	$9.43M	0.23%	–	–
Buckingham Capital Management, Inc.	45,123	$9.56M	1.61%	–	–
Akaris Global Partners, LP	45,218	$9.58M	9.30%	–	–
Thomasville National Bank	66,711	$9.61M	1.79%	–	–
King Wealth	45,711	$9.69M	2.17%	–	–
Progressive Investment Management Corp	45,825	$9.71M	3.42%	–	–
Sandy Spring Bank	46,209	$9.79M	0.56%	–	–
Trybe Capital Management LP	46,384	$9.83M	7.59%	–	–
Stillwater Capital Advisors, LLC	47,285	$10.0M	1.82%	–	–
DuPont Capital Management Corp	47,350	$10.0M	0.24%	–	–
Gifford Fong Associates	47,621	$10.1M	2.17%	–	–
Roffman Miller Associates Inc	47,952	$10.2M	0.84%	–	–
Covington Investment Advisors Inc.	48,526	$10.3M	2.48%	–	–
Shufro Rose & Co LLC	48,552	$10.3M	0.82%	–	–
Jackson Wealth Management, LLC	48,834	$10.3M	1.55%	–	–
Lido Advisors, LLC	48,877	$10.4M	0.30%	–	–
Achmea Investment Management B.V.	49,124	$10.4M	0.36%	–	–
Congress Asset Management Co	49,683	$10.5M	0.10%	–	–
Deltec Asset Management LLC	49,980	$10.6M	1.58%	–	–
First Sabrepoint Capital Management LP	50,000	$10.6M	3.53%	–	–
Paloma Partners Management Co	50,026	$10.6M	0.31%	–	–
Synovus Financial Corp	50,357	$10.7M	0.12%	–	–
Central Trust Co	51,221	$10.9M	0.42%	–	–
Neville Rodie & Shaw Inc	51,311	$10.9M	0.90%	–	–
Chesley Taft & Associates LLC	49,878	$11.0M	0.66%	–	–
First Horizon Corp	52,030	$11.0M	1.05%	–	–
Private Advisor Group, LLC	52,552	$11.1M	0.11%	–	–
Pacer Advisors, Inc.	52,563	$11.1M	0.19%	–	–
Jones Financial Companies LLLP	52,694	$11.2M	0.02%	–	–
Jasper Ridge Partners, L.P.	52,709	$11.2M	0.51%	–	–
Banque Cantonale Vaudoise	52,724	$11.2M	0.57%	–	–
Atria Investments LLC	52,954	$11.2M	0.25%	–	–
Vantage Investment Partners, LLC	53,604	$11.4M	0.55%	–	–
University of Notre Dame du Lac	53,660	$11.4M	3.06%	–	–
Oppenheimer & Co Inc	53,657	$11.4M	0.23%	–	–
Amalgamated Bank	53,957	$11.4M	0.43%	–	–
Adell Harriman & Carpenter Inc	54,225	$11.5M	1.39%	–	–
AE Wealth Management LLC	54,744	$11.6M	0.12%	–	–
Kentucky Retirement Systems	55,622	$11.8M	0.58%	–	–
Bank of the West	55,731	$11.8M	1.33%	–	–
Freestone Capital Holdings, LLC	56,272	$11.9M	0.65%	–	–
Profund Advisors LLC	56,859	$12.0M	0.46%	–	–
Louisiana State Employees Retirement System	56,900	$12.1M	0.31%	–	–
Lyell Wealth Management, LP	56,922	$12.1M	1.76%	–	–
Rosenblum Silverman Sutton S F Inc	57,073	$12.1M	3.10%	–	–
New Mexico Educational Retirement Board	57,286	$12.1M	0.48%	–	–
Quilter Plc	58,102	$12.3M	0.39%	–	–
Eagle Global Advisors LLC	58,935	$12.5M	0.92%	–	–
Simplex Trading, LLC	58,967	$12.5M	0.70%	–	–
Crossmark Global Holdings, Inc.	59,329	$12.6M	0.31%	–	–
Sit Investment Associates Inc	59,567	$12.6M	0.33%	–	–
Atmos Capital Gestao de Recursos Ltda.	59,800	$12.7M	2.74%	–	–
Hunt Lane Capital LP	60,000	$12.7M	2.64%	–	–
Zacks Investment Management	61,125	$13.0M	0.23%	–	–
Spark Investment Management LLC	61,200	$13.0M	8.69%	–	–
Boston Family Office LLC	62,340	$13.1M	0.98%	–	–
Old National Bancorp	61,880	$13.1M	0.52%	–	–
Washington Trust Co	62,010	$13.1M	0.40%	–	–
Equitable Trust Co	62,753	$13.3M	0.99%	–	–
Shell Asset Management Co	62,938	$13.3M	0.27%	–	–
American National Insurance Co	63,254	$13.4M	0.55%	–	–
Kestra Advisory Services, LLC	63,348	$13.4M	0.17%	–	–
Davidson Investment Advisors	63,877	$13.5M	1.15%	–	–
Fulton Breakefield Broenniman LLC	64,272	$13.6M	1.26%	–	–
Hancock Whitney Corp	64,753	$13.7M	0.47%	–	–
Elo Mutual Pension Insurance Co	65,651	$13.9M	0.46%	–	–
Tredje AP-fonden	65,661	$13.9M	0.33%	–	–
Coronation Fund Managers Ltd.	65,769	$13.9M	0.46%	–	–
Maryland State Retirement & Pension System	67,353	$14.3M	0.50%	–	–
Varma Mutual Pension Insurance Co	67,671	$14.3M	0.21%	–	–
Virginia Retirement Systems Et Al	67,800	$14.4M	0.14%	–	–
Spearhead Capital Advisors, LLC	68,072	$14.4M	2.13%	–	–
Moody National Bank Trust Division	68,370	$14.5M	0.34%	–	–
Sycomore Asset Management	69,129	$14.6M	2.82%	–	–
Whittier Trust Co	68,956	$14.6M	0.28%	–	–
Fullerton Fund Management Co Ltd.	70,537	$14.9M	1.15%	–	–
Putnam Investments LLC	70,641	$15.0M	0.02%	–	–
Cadinha & Co LLC	70,955	$15.0M	2.16%	–	–
Cerity Partners LLC	71,206	$15.1M	0.36%	–	–
Cetera Advisors LLC	71,400	$15.1M	0.42%	–	–
Oak Associates, Ltd	71,800	$15.2M	0.90%	–	–
Kettle Hill Capital Management, LLC	71,862	$15.2M	2.88%	–	–
Pillar Pacific Capital Management LLC	72,266	$15.3M	1.19%	–	–
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	72,913	$15.4M	4.03%	–	–
Cornerstone Capital, Inc.	73,217	$15.5M	1.88%	–	–
Bokf, NA	73,266	$15.5M	0.28%	–	–
Beacon Investment Advisory Services, Inc.	74,556	$15.8M	0.69%	–	–
South Street Advisors LLC	74,719	$15.8M	5.02%	–	–
AMS Capital Ltda	75,000	$15.9M	2.71%	–	–
ExodusPoint Capital Management, LP	75,506	$16.0M	0.32%	–	–
AO Asset Management, LP	76,000	$16.1M	1.21%	–	–
MML Investors Services, LLC	76,162	$16.1M	0.15%	–	–
Chilton Capital Management LLC	76,583	$16.2M	1.09%	–	–
Harvest Fund Management Co., Ltd	76,777	$16.3M	1.58%	–	–
Cortland Associates Inc	76,922	$16.3M	1.86%	–	–
Quest Investment Management LLC	76,958	$16.3M	1.49%	–	–
Bradley Foster & Sargent Inc	77,459	$16.4M	0.42%	–	–
USS Investment Management Ltd	78,067	$16.5M	0.15%	–	–
ING Groep NV	78,355	$16.6M	0.34%	–	–
Orbis Allan Gray Ltd	79,076	$16.8M	0.12%	–	–