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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
Sittner & Nelson, LLC230$49.0K0.04%––
Regal Wealth Group, Inc.243$51.0K0.03%––
HBC Financial Services, PLLC220$51.3K0.04%––
Tower View Investment Management & Research LLC247$52.0K0.03%––
Ellis Investment Partners, LLC247$52.0K0.01%––
Kessler Investment Group, LLC250$53.0K0.07%––
Hartford Financial Management Inc.255$54.0K0.01%––
Truehand, Inc268$57.0K0.03%––
Investors Research Corp271$57.0K0.02%––
Atlas Capital Advisors LLC274$58.1K0.01%––
QVR LLC294$62.0K1.29%––
Logan Capital Management Inc298$63.0K0.00%––
Country Trust Bank300$64.0K0.00%––
Farmers & Merchants Investments Inc300$64.0K0.00%––
BerganKDV Wealth Management, LLC300$64.0K0.01%––
Perennial Advisors, LLC304$64.0K0.02%––
Founders Capital Management300$64.0K0.05%––
Burleson & Company, LLC302$64.0K0.01%––
Estate Counselors, LLC308$65.0K0.01%––
Manchester Financial Inc311$66.0K0.03%––
Portland Hill Asset Management Ltd311$66.0K0.04%––
Summit Wealth Group, LLC318$67.0K0.11%––
Assetmark, Inc327$69.0K0.00%––
Perkins Coie Trust Co327$69.0K0.02%––
Bollard Group LLC330$70.0K0.00%––
Meridian Wealth Partners, LLC337$71.0K0.02%––
Better Money Decisions, LLC346$73.0K0.08%––
Q Capital Solutions350$74.0K0.06%––
Thompson Siegel & Walmsley LLC353$75.0K0.00%––
Stonebridge Capital Advisors LLC362$77.0K0.01%––
McIlrath & Eck, LLC379$80.0K0.03%––
Guinness Atkinson Asset Management Inc380$81.0K0.04%––
West Paces Advisors Inc.387$82.0K0.03%––
JCIC Asset Management Inc.387$82.0K0.03%––
Ironwood Financial, llc389$82.0K0.03%––
First Bank & Trust389$82.0K0.04%––
Hillsdale Investment Management Inc.390$83.0K0.01%––
Cohen & Steers, Inc.395$84.0K0.00%––
Savior LLC407$86.0K0.09%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA410$86.9K0.13%––
Hall Laurie J Trustee415$88.0K0.03%––
Earnest Partners LLC419$89.0K0.00%––
Enterprise Financial Services Corp434$92.0K0.02%––
KB Financial Partners, LLC433$92.0K0.04%––
Twin Lakes Capital Management, LLC448$95.0K0.06%––
Community Bank, N.A.454$96.0K0.01%––
CVA Family Office, LLC464$98.0K0.04%––
Hanson & Doremus Investment Management465$99.0K0.02%––
Mascoma Wealth Management LLC467$99.0K0.04%––
Private Ocean, LLC480$102.0K0.02%––
Crewe Advisors LLC483$102.0K0.03%––
Cedar Wealth Management, LLC492$104.0K0.05%––
Vestor Capital, LLC500$106.0K0.01%––
Hoertkorn Richard Charles500$106.0K0.05%––
GVO Asset Management Ltd503$107.0K0.11%––
Rock Creek Group, LP515$109.0K0.02%––
Manchester Capital Management LLC525$111.0K0.02%––
Blue Chip Partners, Inc.530$112.0K0.02%––
RWM Asset Management, LLC537$114.0K0.02%––
Kayne Anderson Rudnick Investment Management LLC545$115.0K0.00%––
Institutional & Family Asset Management, LLC542$115.0K0.02%––
First Command Bank541$115.0K0.02%––
First Command Financial Services, Inc.541$115.0K0.02%––
Johnson Financial Group, Inc.547$116.0K0.01%––
Liberty Wealth Management LLC511$116.0K0.06%––
Sun Life Financial INC554$117.0K0.01%––
Glassman Wealth Services568$120.0K0.03%––
D'Orazio & Associates, Inc.568$120.0K0.03%––
Solstein Capital, LLC571$121.0K0.16%––
Versant Capital Management, Inc590$125.0K0.05%––
Brewin Dolphin Wealth Management Ltd590$125.0K0.02%––
Blume Capital Management, Inc.600$127.0K0.05%––
Carolinas Wealth Consulting LLC614$130.0K0.03%––
Hudock, Inc.637$134.0K0.04%––
Holloway Wealth Management, LLC–$135.0K0.04%––
JJJ Advisors Inc.649$138.0K0.06%––
Baystate Wealth Management LLC661$140.0K0.01%––
Sterling Investment Advisors, Ltd.670$142.0K0.05%––
Stephens Investment Management Group LLC680$144.0K0.00%––
Patriot Financial Group Insurance Agency, LLC710$150.0K0.03%––
Howe & Rusling Inc745$158.0K0.02%––
Mine & Arao Wealth Creation & Management, LLC.750$159.0K0.11%––
TFC Financial Management765$162.0K0.06%––
Sage Private Wealth Group, LLC773$164.0K0.28%––
Tobam788$167.0K0.01%––
Total Clarity Wealth Management, Inc.795$168.0K0.10%––
American National Bank800$169.0K0.04%––
Hexagon Capital Partners LLC799$169.0K0.05%––
Grant Street Asset Management, Inc.808$171.0K0.09%––
HHM Wealth Advisors, LLC810$172.0K0.05%––
Sound Income Strategies, LLC813$172.3K0.03%––
Bedel Financial Consulting, Inc.819$174.0K0.07%––
North Star Investment Management Corp.834$177.0K0.02%––
Focused Wealth Management, Inc849$180.0K0.03%––
NuWave Investment Management, LLC881$187.0K0.24%––
Raffa Wealth Management, LLC885$187.5K0.07%––
Tfo-TDC, LLC890$189.0K0.06%––
Reilly Financial Advisors, LLC927$196.0K0.02%––
Adirondack Trust Co938$199.0K0.11%––
United Capital Management of KS, Inc.938$199.0K0.09%––