Skip to main content

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
Engineers Gate Manager LP1,262$267.0K0.01%––
Triton Wealth Management, PLLC1,212$267.0K0.18%––
Nichols & Pratt Advisers LLP1,265$268.0K0.02%––
Naples Global Advisors, LLC1,265$268.0K0.04%––
Joel Isaacson & Co., LLC1,265$268.0K0.02%––
Roberts Glore & Co Inc1,270$269.0K0.08%––
Holderness Investments Co1,274$270.0K0.10%––
Pegasus Partners Ltd.1,274$270.0K0.06%––
Plante Moran Financial Advisors, LLC1,279$271.0K0.07%––
Pekin Hardy Strauss, Inc.1,285$272.0K0.04%––
Busey Wealth Management1,282$272.0K0.01%––
PDS Planning, Inc1,294$274.0K0.08%––
Cooper/Haims Advisors, LLC1,293$274.0K0.19%––
Integrated Investment Consultants, LLC1,296$275.0K0.09%––
MONECO Advisors, LLC1,297$275.0K0.13%––
Jeppson Wealth Management, LLC1,298$275.0K0.16%––
Klingman & Associates, LLC1,304$276.0K0.03%––
Main Street Research LLC1,309$277.0K0.03%––
Ledyard National Bank1,314$278.0K0.03%––
Private Capital Group, LLC1,311$278.0K0.07%––
Baker Avenue Asset Management, LP1,318$279.0K0.02%––
Avidian Wealth Solutions, LLC1,318$279.0K0.02%––
Consolidated Capital Management, LLC1,317$279.0K0.14%––
Almanack Investment Partners, LLC.1,318$279.0K0.03%––
Ford Financial Group, LLC1,318$279.0K0.12%––
Galvin, Gaustad & Stein, LLC1,319$279.0K0.03%––
Grandfield & Dodd, LLC1,309$280.0K0.02%––
Terry L. Blaker1,324$281.0K0.02%––
Amussen Hunsaker Associates LLC1,330$281.0K0.09%––
Halbert Hargrove Global Advisors, LLC1,326$281.0K0.02%––
Simon Quick Advisors, LLC1,334$282.0K0.08%––
Retirement Income Solutions, Inc1,330$282.0K0.10%––
Avenue 1 Advisors, LLC1,333$282.0K0.18%––
Griffin Asset Management, Inc.1,334$283.0K0.04%––
qPULA Trading Management LP1,336$283.0K0.60%––
Valley National Advisers Inc1,339$284.0K0.06%––
Redwood Investment Management, LLC1,342$284.0K0.05%––
Onyx Bridge Wealth Group LLC1,344$285.0K0.14%––
Pin Oak Investment Advisors Inc1,348$286.0K0.24%––
Somerset Group LLC1,360$288.0K0.22%––
Meridian Financial Partners LLC1,264$288.0K0.22%––
Credential Qtrade Securities Inc.1,361$288.4K0.03%––
Sovereign Financial Group, Inc.1,364$289.0K0.18%––
NorthRock Partners, LLC1,374$291.0K0.03%––
Beacon Financial Advisory LLC1,375$291.0K0.17%––
Legacy Wealth Partners, Inc.1,378$292.0K0.17%––
Agf Investments Inc.1,398$296.0K0.00%––
Rockbridge Investment Management, LCC1,404$297.0K0.06%––
Leavell Investment Management, Inc.1,417$300.0K0.02%––
Northeast Investment Management1,414$300.0K0.02%––
Winthrop Advisory Group LLC1,414$300.0K0.07%––
Coastline Trust Co1,420$301.0K0.04%––
Oakworth Capital, Inc.1,423$301.0K0.03%––
1776 Wealth LLC1,423$301.0K0.19%––
Tower Wealth Partners, Inc.1,422$301.0K0.39%––
Natixis Investment Managers International1,433$303.0K0.02%––
Capital Advantage, Inc.1,432$303.0K0.08%––
One + One Wealth Management, LLC1,429$303.0K0.24%––
Boston Trust Walden Corp1,437$304.0K0.00%––
JNBA Financial Advisors1,438$305.0K0.04%––
Tru Independence Asset Management 2, LLC1,446$306.0K0.24%––
TCI Wealth Advisors, Inc.1,451$307.0K0.14%––
Formidable Asset Management, LLC1,421$307.0K0.07%––
Pacific Edge Advisors, LLC1,449$307.0K0.15%––
Bulltick Wealth Management, LLC1,458$308.9K0.09%––
Gainplan LLC1,489$309.0K0.14%––
Quad-Cities Investment Group, LLC1,457$309.0K0.23%––
Sargent Bickham Lagudis LLC1,473$312.0K0.03%––
MACRO Consulting Group1,473$312.0K0.17%––
Weybosset Research & Management LLC1,475$313.0K0.13%––
JSF Financial, LLC1,479$313.0K0.20%––
Hodges Capital Management Inc.1,500$318.0K0.04%––
Notis-McConarty Edward1,500$318.0K0.12%––
Sierra Capital LLC1,500$318.0K0.06%––
True North Advisors, LLC1,509$319.0K0.08%––
Probity Advisors, Inc.1,510$320.0K0.07%––
Windsor Group LTD1,518$322.0K0.08%––
LexAurum Advisors, LLC1,529$324.0K0.11%––
CNB Bank1,545$327.0K0.23%––
Cypress Point Wealth Management, LLC1,543$327.0K0.34%––
Private Portfolio Partners LLC1,545$327.3K0.11%––
Neo Ivy Capital Management1,549$328.0K0.36%––
WNY Asset Management, LLC1,535$328.0K0.13%––
KWB Wealth1,559$330.0K0.06%––
Cypress Capital Management LLC (WY)1,563$331.0K0.29%––
Orrstown Financial Services Inc1,518$332.0K0.47%––
Ssi Investment Management LLC1,568$332.0K0.02%––
CoreFirst Bank & Trust1,569$332.0K0.23%––
Brookstone Capital Management1,577$334.0K0.01%––
Tompkins Financial Corp1,593$338.0K0.06%––
Summit X, LLC1,601$339.0K0.09%––
Kavar Capital Partners Group, LLC1,599$339.0K0.09%––
Mengis Capital Management, Inc.1,611$341.0K0.08%––
Pathway Financial Advisors LLC1,532$343.0K0.14%––
Rockland Trust Co1,632$345.0K0.02%––
Cobblestone Capital Advisors LLC1,632$346.0K0.03%––
Childress Capital Advisors, LLC1,640$347.0K0.16%––
Midwest Professional Planners, LTD.2,419$348.0K0.35%––
Dohj, LLC1,648$349.0K0.20%––
Strategic Wealth Partners, Ltd.1,650$350.0K0.14%––