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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; 2,493 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
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: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 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 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$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
Greenleaf Trust79,136$16.8M0.22%––
Doyle Wealth Management79,260$16.8M1.61%––
Cullinan Associates Inc79,725$16.9M0.97%––
Qube Research & Technologies Ltd80,550$17.1M0.28%––
Securian Asset Management, Inc80,944$17.1M0.37%––
Leonteq Securities AG81,233$17.2M1.17%––
Front Barnett Associates LLC82,940$17.6M1.95%––
Bedrijfstakpensioenfonds Voor de Media Pno99,000$17.8M2.22%––
Shannon River Fund Management LLC85,000$18.0M1.64%––
MayTech Global Investments, LLC85,898$18.2M4.37%––
Bridgecreek Investment Management, LLC86,189$18.3M2.82%––
Daiwa Securities Group Inc.86,891$18.4M0.14%––
Bridges Investment Management Inc87,926$18.6M0.54%––
Franklin Street Advisors Inc88,321$18.7M1.74%––
Banco Bilbao Vizcaya Argentaria, S.A.89,668$19.0M0.38%––
Cypress Funds LLC91,416$19.4M1.83%––
Boston Private Wealth LLC93,471$19.8M0.28%––
Financial Counselors Inc93,687$19.8M0.46%––
Pittenger & Anderson Inc93,686$19.8M1.07%––
B. Metzler seel. Sohn & Co. Holding AG95,957$20.3M0.33%––
Middleton & Co Inc95,979$20.3M2.29%––
Granite Investment Partners, LLC96,136$20.4M0.68%––
Crosslink Capital Inc96,256$20.4M3.68%––
Forbes J M & Co LLP96,759$20.5M2.86%––
Norinchukin Bank, The98,090$20.8M0.29%––
IFM Investors Pty Ltd99,136$21.0M0.56%––
NS Partners Ltd99,581$21.1M1.22%––
Ilmarinen Mutual Pension Insurance Co100,000$21.2M0.25%––
CIBC Asset Management Inc100,104$21.2M0.09%––
Partners Capital Investment Group, LLP101,521$21.5M0.94%––
NorthCoast Asset Management LLC101,730$21.6M0.88%––
Steward Partners Investment Advisory, LLC102,000$21.6M0.38%––
Badgley Phelps & Bell Inc102,231$21.7M0.90%––
Glenmede Trust Co NA102,464$21.7M0.12%––
First Foundation Advisors102,471$21.7M0.93%––
SG Americas Securities, LLC102,559$21.7M0.13%––
Kerrisdale Advisers, LLC104,257$22.1M1.69%––
Becker Capital Management Inc105,229$22.3M1.00%––
Hartford Investment Management Co105,655$22.4M0.59%––
Aristotle Atlantic Partners, LLC106,534$22.6M1.65%––
Echo Street Capital Management LLC106,985$22.7M0.20%––
United Capital Financial Advisers, LLC107,204$22.7M0.13%––
Brinker Capital Investments, LLC108,470$23.0M0.34%––
Acadian Asset Management LLC108,673$23.0M0.09%––
Edmond de Rothschild Holding S.A.108,972$23.1M0.63%––
Kovitz Investment Group Partners, LLC109,556$23.2M0.54%––
Regions Financial Corp109,694$23.2M0.21%––
Klingenstein Fields & Co LP110,466$23.4M1.06%––
Asahi Life Asset Management Co., Ltd.110,738$23.5M3.18%––
CWM, LLC97,048$23.7M0.19%––
Capstone Investment Advisors, LLC112,661$23.9M0.72%––
Employees Retirement System of Texas112,700$23.9M0.31%––
Banque Pictet & Cie SA113,058$24.0M0.31%––
Manning & Napier Group, LLC113,476$24.0M0.20%––
Stephens Inc114,025$24.2M0.40%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys114,779$24.3M0.30%––
Summitry LLC116,265$24.6M1.58%––
Ieq Capital, LLC116,780$24.7M1.02%––
Dai-Ichi Life Insurance Company, Ltd117,320$24.9M0.34%––
Mutual of America Capital Management LLC118,586$25.1M0.26%––
Squarepoint Ops LLC119,112$25.2M0.23%––
Waverton Investment Management Ltd119,503$25.3M1.14%––
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management120,000$25.4M1.12%––
Panagora Asset Management Inc120,914$25.6M0.14%––
Tokio Marine Asset Management Co Ltd125,324$26.6M2.72%––
Wesbanco Bank Inc125,580$26.6M1.05%––
ClariVest Asset Management LLC125,980$26.7M0.94%––
Maryland Capital Management126,649$26.8M1.79%––
Twin Tree Management, LP126,999$26.9M1.02%––
Davide Leone & Partners Investment Co Ltd.128,000$27.1M3.64%––
Sumitomo Mitsui DS Asset Management Company, Ltd128,828$27.3M0.72%––
Anglepoint Asset Management, Ltd.129,400$27.4M2.14%––
Man Group plc129,764$27.5M0.12%––
Primecap Management Co130,000$27.5M0.02%––
TownSquare Capital, LLC131,033$27.8M1.08%––
Inverness Counsel LLC131,449$27.9M1.15%––
Aureus Asset Management, LLC131,817$27.9M2.17%––
Hantz Financial Services, Inc.132,360$28.0M1.16%––
Creative Planning132,839$28.1M0.06%––
Ci Investments Inc.132,971$28.2M0.12%––
Umb Bank N A133,084$28.2M0.69%––
RMB Capital Management, LLC135,390$28.7M1.06%––
Heritage Investors Management Corp135,770$28.8M1.28%––
Ithaka Group LLC137,221$29.1M3.94%––
1832 Asset Management L.P.137,913$29.1M0.06%––
Nomura Holdings Inc139,965$29.7M0.21%––
Blue Whale Capital LLP143,176$30.3M4.00%––
Walleye Trading LLC143,804$30.5M1.04%––
Cambridge Trust Co144,917$30.7M1.25%––
Natixis145,220$30.8M0.10%––
Two Sigma Investments, LP145,523$30.8M0.09%––
Westpac Banking Corp146,267$31.0M0.34%––
State of Alaska, Department of Revenue147,251$31.2M0.34%––
Rafferty Asset Management, LLC147,348$31.2M0.22%––
NN Investment Partners Holdings N.V.147,391$31.2M0.18%––
Xponance, Inc.148,048$31.4M0.66%––
DnB Asset Management AS148,177$31.4M0.23%––
M&T Bank Corp148,484$31.5M0.14%––
British Columbia Investment Management Corp149,413$31.7M0.23%––
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV150,000$31.8M2.78%––