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
Tower Research Capital LLC (TRC)	150,155	$31.8M	0.54%	–	–
Trillium Asset Management, LLC	150,738	$31.9M	1.01%	–	–
Skye Global Management LP	152,000	$32.2M	0.64%	–	–
The PNC Financial Services Group, Inc.	152,462	$32.3M	0.03%	–	–
Scotia Capital Inc.	152,738	$32.4M	0.27%	–	–
Metropolitan Life Insurance Co	152,978	$32.4M	0.48%	–	–
Texas Permanent School Fund	153,237	$32.5M	0.40%	–	–
Impax Asset Management Group plc	153,833	$32.6M	0.17%	–	–
Williams Jones Wealth Management, LLC.	154,112	$32.7M	0.51%	–	–
Tocqueville Asset Management L.P.	154,620	$32.8M	0.50%	–	–
CIBC World Markets Inc.	155,281	$32.9M	0.10%	–	–
Temasek Holdings (Private) Ltd	155,797	$33.0M	0.13%	–	–
Los Angeles Capital Management LLC	157,799	$33.4M	0.15%	–	–
Capitolis Advisors LLC	158,275	$33.5M	0.58%	–	–
Cambridge Investment Research Advisors, Inc.	158,620	$33.6M	0.18%	–	–
Forsta Ap-Fonden	160,500	$34.0M	0.48%	–	–
Psagot Investment House Ltd.	162,642	$34.5M	0.77%	–	–
Swiss Life Asset Management Ltd	164,591	$34.9M	0.50%	–	–
Harvard Management Co Inc	164,622	$34.9M	1.95%	–	–
Lannebo Fonder AB	165,000	$35.0M	4.68%	–	–
Gilder Gagnon Howe & Co LLC	166,034	$35.2M	0.19%	–	–
Marshall Wace, LLP	166,432	$35.3M	0.19%	–	–
Nan Shan Life Insurance Co., Ltd.	167,074	$35.4M	0.69%	–	–
Vontobel Holding Ltd.	168,071	$35.6M	0.26%	–	–
Utah Retirement Systems	168,521	$35.7M	0.50%	–	–
Gladstone Capital Management LLP	168,600	$35.7M	1.96%	–	–
Jupiter Asset Management Ltd	170,364	$36.1M	0.36%	–	–
Hollencrest Capital Management	170,685	$36.2M	3.42%	–	–
Nicholas Company, Inc.	174,475	$37.0M	0.69%	–	–
Ami Asset Management Corp	175,428	$37.2M	1.94%	–	–
Petrus Trust Company, LTA	177,300	$37.6M	3.60%	–	–
Kayak Investment Partners LLC	179,082	$37.9M	4.90%	–	–
Nellore Capital Management LLC	179,886	$38.1M	18.61%	–	–
APG Asset Management N.V.	215,191	$38.8M	0.07%	–	–
ROAM Global Management LP	183,900	$39.0M	28.55%	–	–
Gulf International Bank (UK) Ltd	185,518	$39.3M	0.54%	–	–
Wolverine Trading, LLC	187,251	$39.3M	0.76%	–	–
Mogy Joel R Investment Counsel Inc	188,506	$39.9M	3.84%	–	–
Obermeyer Wood Investment Counsel, LLLP	190,862	$40.4M	2.49%	–	–
Rockefeller Capital Management L.P.	194,016	$41.1M	0.28%	–	–
Harbor Spring Capital, LLC	195,000	$41.3M	5.86%	–	–
Pinebridge Investments, L.P.	199,850	$42.3M	0.54%	–	–
Locust Wood Capital Advisers, LLC	200,676	$42.5M	3.03%	–	–
Greenlea Lane Capital Management, LLC	201,338	$42.7M	17.88%	–	–
HHR Asset Management, LLC	202,537	$42.9M	3.86%	–	–
Cullen/Frost Bankers, Inc.	203,130	$43.0M	0.94%	–	–
Gofen & Glossberg LLC	204,605	$43.4M	1.11%	–	–
Sculptor Capital LP	206,325	$43.7M	0.39%	–	–
Oregon Public Employees Retirement Fund	206,646	$43.8M	0.52%	–	–
Nisa Investment Advisors, LLC	207,059	$43.9M	0.28%	–	–
Windward Capital Management Co	208,000	$44.1M	4.41%	–	–
Cooper Investors Pty Ltd	208,430	$44.2M	3.29%	–	–
MIG Capital, LLC	208,781	$44.2M	4.36%	–	–
Mackay Shields LLC	209,162	$44.3M	0.32%	–	–
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	210,050	$44.5M	3.16%	–	–
Northwestern Mutual Wealth Management Co	210,456	$44.6M	0.09%	–	–
Comerica Bank	193,294	$45.1M	0.27%	–	–
Chicago Capital, LLC	217,291	$46.0M	1.94%	–	–
MetLife Investment Management	218,696	$46.3M	0.42%	–	–
RV Capital GmbH	219,513	$46.5M	14.89%	–	–
Pictet & Cie (Europe) SA	223,216	$47.3M	1.90%	–	–
Janney Montgomery Scott LLC	223,375	$47.3M	0.23%	–	–
Bank of Nova Scotia	225,424	$47.8M	0.09%	–	–
Harel Insurance Investments & Financial Services Ltd.	199,968	$48.3M	1.05%	–	–
Banco Santander, S.A.	228,655	$48.4M	0.34%	–	–
Gateway Investment Advisers LLC	228,665	$48.4M	0.52%	–	–
Brown Advisory Inc	232,069	$49.2M	0.08%	–	–
Tran Capital Management, L.P.	232,734	$49.3M	4.39%	–	–
Teacher Retirement System of Texas	233,042	$49.4M	0.27%	–	–
Commonwealth Equity Services, LLC	233,326	$49.4M	0.14%	–	–
Rheos Capital Works Inc.	234,300	$49.6M	3.28%	–	–
Ardevora Asset Management LLP	235,398	$49.9M	0.74%	–	–
Oppenheimer Asset Management Inc.	237,527	$50.3M	0.78%	–	–
FDx Advisors, Inc.	237,558	$50.3M	1.90%	–	–
Holocene Advisors, LP	240,127	$50.9M	0.33%	–	–
Henshaw Capital LLC	240,400	$50.9M	3.41%	–	–
AQR Capital Management LLC	248,937	$52.6M	0.09%	–	–
Guggenheim Capital LLC	250,301	$53.0M	0.35%	–	–
State of Tennessee, Treasury Department	250,884	$53.2M	0.22%	–	–
Advisor Group Holdings, Inc.	250,958	$53.2M	0.13%	–	–
Macquarie Group Ltd	251,734	$53.3M	0.08%	–	–
Tesco Pension Investment Ltd	252,579	$53.5M	1.01%	–	–
Bartlett & Co. Wealth Management LLC	253,960	$53.8M	1.08%	–	–
Bartlett & Co. LLC	253,960	$53.8M	1.08%	–	–
Arizona State Retirement System	256,442	$54.3M	0.47%	–	–
Teachers Retirement System of the State of Kentucky	257,124	$54.5M	0.54%	–	–
Renaissance Technologies LLC	260,481	$55.2M	0.07%	–	–
Skandinaviska Enskilda Banken AB (publ)	260,574	$55.2M	0.36%	–	–
Phoenix Holdings Ltd.	261,967	$55.5M	1.25%	–	–
Assenagon Asset Management S.A.	263,090	$55.7M	0.28%	–	–
Prio Wealth Limited Partnership	270,620	$57.3M	2.07%	–	–
Voloridge Investment Management, LLC	271,383	$57.5M	0.42%	–	–
Candriam Luxembourg S.C.A.	269,077	$57.5M	0.48%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	275,097	$58.3M	0.53%	–	–
Ossiam	275,768	$58.4M	1.82%	–	–
Zurcher Kantonalbank (Zurich Cantonalbank)	277,372	$58.8M	0.35%	–	–
Light Street Capital Management, LLC	278,800	$59.1M	3.16%	–	–
EULAV Asset Management	280,033	$59.3M	1.59%	–	–
Robeco Institutional Asset Management B.V.	282,416	$59.8M	0.15%	–	–
Pactiv General Employee Benefit Trust	285,890	$60.6M	2.73%	–	–