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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
Cadence Bank NA948$201.0K0.06%––
Veracity Capital LLC953$202.0K0.09%––
Abacus Planning Group, Inc.961$204.0K0.07%––
Pacitti Group Inc.965$204.0K0.13%––
Round Rock Advisors, LLC967$205.0K0.16%––
Opes Wealth Management LLC970$206.0K0.08%––
Altus Wealth Group LLC949$206.0K0.20%––
Keebeck Wealth Management, LLC979$207.0K0.03%––
Yorktown Management & Research Co Inc980$208.0K0.17%––
Legacy Financial Advisors, Inc.984$208.0K0.06%––
Soltis Investment Advisors LLC983$208.0K0.04%––
GFS Advisors, LLC987$209.0K0.05%––
Cottage Street Advisors LLC989$210.0K0.14%––
Chelsea Counsel Co994$211.0K0.10%––
Levin Capital Strategies, L.P.995$211.0K0.02%––
Warren Averett Asset Management, LLC944$211.0K0.02%––
PFG Advisors994$211.0K0.03%––
Secure Asset Management, LLC994$211.0K0.12%––
Compass Capital Management, Inc1,000$212.0K0.02%––
Woodmont Investment Counsel LLC1,000$212.0K0.04%––
Brandywine Managers, LLC1,000$212.0K0.28%––
United Bank1,000$212.0K0.03%––
Bank of Nova Scotia Trust Co1,000$212.0K0.02%––
Arbor Investment Advisors, LLC1,000$212.0K0.05%––
Sassicaia Capital Advisers LLC1,000$212.0K0.12%––
Intercontinental Wealth Advisors, LLC999$212.0K0.05%––
Quaker Wealth Management, LLC1,000$212.0K0.10%––
Alpha Omega Group, Inc.1,000$212.0K0.23%––
First Growth Investment Manager LP1,000$212.0K0.16%––
Thompson Investment Management, Inc.1,003$213.0K0.03%––
Financial Advisors Network, Inc.1,005$213.0K0.07%––
F/M Investments LLC1,011$214.0K0.17%––
Peachtree Investment Partners, LLC1,025$217.0K0.12%––
Credit Capital Investments LLC1,043$221.0K0.25%––
Meitav Dash Investments Ltd1,046$222.0K0.01%––
FinTrust Capital Advisors, LLC1,050$222.0K0.06%––
Synergy Financial Management, LLC1,049$222.0K0.07%––
David Loasby1,046$222.0K0.03%––
Financial Network Wealth Management LLC1,046$222.0K0.14%––
Kings Point Capital Management1,055$223.0K0.02%––
Cantor Fitzgerald Investment Adviser L.P.1,000$223.0K0.03%––
Strategic Blueprint, LLC1,054$223.0K0.05%––
Tufton Capital Management1,060$224.0K0.04%––
Delta Financial Advisors LLC1,057$224.0K0.10%––
Concord Wealth Partners1,057$224.0K0.08%––
Samalin Investment Counsel, LLC1,065$225.0K0.15%––
Ambassador Advisors, LLC1,064$225.0K0.05%––
Lantz Financial LLC1,061$225.0K0.13%––
Gilman Hill Asset Management, LLC1,072$227.0K0.06%––
Arlington Partners LLC1,074$228.0K0.08%––
Well Done, LLC1,077$228.0K0.05%––
LVW Advisors, LLC1,081$229.0K0.04%––
Stony Point Wealth Management Inc.1,082$229.0K0.16%––
ZWJ Investment Counsel Inc1,084$230.0K0.01%––
Janney Capital Management LLC1,086$230.0K0.02%––
Independent Solutions Wealth Management, LLC1,092$231.4K0.06%––
Strategy Asset Managers LLC1,099$233.0K0.05%––
Premier Asset Management LLC1,100$233.0K0.04%––
Enlightenment Research, LLC1,100$233.0K0.28%––
LVZ Advisors, Inc.1,103$234.0K0.04%––
Security National Bank of So Dak1,110$235.0K0.20%––
Circle Wealth Management, LLC1,109$235.0K0.04%––
RFG Advisory, LLC1,108$235.0K0.03%––
Poehling Capital Management, LLC1,113$236.0K0.08%––
Clarity Wealth Advisors, LLC1,117$236.0K0.13%––
HCR Wealth Advisors1,119$237.0K0.05%––
Crescent Grove Advisors, LLC1,125$238.0K0.03%––
Morris Retirement Advisors, LLC1,124$238.0K0.22%––
Smith, Moore & Co.1,131$240.0K0.04%––
WMS Partners, LLC1,135$240.0K0.05%––
Traverso Chambers Private Wealth Management, LLC1,133$240.0K0.08%––
Epiq Partners, LLC1,131$240.0K0.14%––
Cordasco Financial Network1,139$241.0K0.18%––
RHS Financial, LLC1,138$241.0K0.20%––
RSM US Wealth Management LLC1,142$242.0K0.02%––
Marino, Stram & Associates LLC1,152$244.0K0.10%––
Foundry Partners, LLC1,172$248.0K0.01%––
MJP Associates Inc1,175$249.0K0.10%––
WealthPLAN Partners, LLC1,147$249.0K0.02%––
Front Row Advisors LLC1,173$249.0K0.12%––
Treybourne Wealth Planners, Inc.1,181$250.0K0.17%––
Evolutionary Tree Capital Management, LLC1,180$250.0K0.15%––
SPC Financial, Inc.1,191$252.0K0.03%––
United Asset Strategies, Inc.1,188$252.0K0.04%––
Quantinno Capital Management LP1,188$252.0K0.27%––
Wiley Bros.-Aintree Capital, LLC1,195$253.0K0.18%––
AllSquare Wealth Management LLC1,193$253.0K0.16%––
Dixon Hubard Feinour & Brown Inc1,201$254.0K0.06%––
Crestone Asset Management LLC1,198$254.0K0.07%––
Forte Capital LLC1,202$255.0K0.04%––
Opal Wealth Advisors, LLC1,212$257.0K0.28%––
Endurance Wealth Management, Inc.1,229$260.0K0.03%––
Peddock Capital Advisors, LLC1,229$260.0K0.10%––
CenterStar Asset Management, LLC–$260.0K0.37%––
Atlantic Union Bankshares Corp1,231$261.0K0.03%––
Waters Parkerson & Co., LLC1,241$263.0K0.02%––
Capital Wealth Planning, LLC1,243$263.0K0.01%––
PAX Financial Group, LLC1,240$263.0K0.07%––
DCF Advisers, LLC1,250$265.0K0.13%––
DF Dent & Co Inc1,259$267.0K0.00%––