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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
Curated Wealth Partners LLC1,653$350.0K0.22%––
New Jersey Better Educational Savings Trust1,656$351.0K0.77%––
Advisors Capital Management, LLC1,668$353.0K0.01%––
Newbridge Financial Services Group, Inc.1,667$353.0K0.26%––
Clare Market Investments LLC1,670$353.8K0.13%––
Unigestion Holding SA1,674$355.0K0.01%––
WBH Advisory Inc1,692$358.0K0.06%––
Caxton Corp1,690$358.0K0.23%––
Two Sigma Securities, LLC1,694$359.0K0.08%––
Meridian Investment Counsel Inc.1,700$360.0K0.14%––
KC Investment Advisors, LLC1,705$361.0K0.33%––
McDonald Partners LLC1,707$362.0K0.09%––
Frisch Financial Group, Inc.1,712$362.0K0.12%––
Prestige Wealth Management Group LLC1,715$363.0K0.10%––
Sonora Investment Management, LLC1,722$365.0K0.03%––
Balasa Dinverno & Foltz LLC1,744$370.0K0.03%––
Vicus Capital1,745$370.0K0.04%––
Mattern Wealth Management LLC1,750$371.0K0.13%––
Dougherty Wealth Advisers LLC1,760$373.0K0.56%––
Financial Avengers, Inc.1,761$373.0K0.28%––
Sustainable Insight Capital Management, LLC1,789$379.0K0.25%––
State of Wyoming1,791$379.0K0.62%––
Appleton Partners Inc1,798$381.0K0.04%––
Balentine LLC1,802$382.0K0.02%––
Heritage Wealth Advisors1,803$382.0K0.02%––
Convergence Investment Partners, LLC1,809$383.0K0.18%––
Fort Sheridan Advisors LLC1,810$383.0K0.15%––
GSB Wealth Management, LLC1,810$383.0K0.13%––
Fieldpoint Private Securities, LLC1,820$386.0K0.09%––
First Citizens Bank & Trust Co1,836$388.0K0.02%––
Boyd Watterson Asset Management LLC1,830$388.0K0.17%––
Magellan Asset Management Ltd1,835$389.0K0.00%––
Islay Capital Management, LLC1,847$391.0K0.32%––
Palisade Capital Management LLC1,850$392.0K0.01%––
Regent Peak Wealth Advisors LLC1,853$392.0K0.13%––
Magnus Financial Group LLC1,856$393.0K0.09%––
Parkside Financial Bank & Trust1,872$396.0K0.12%––
Tradewinds Capital Management, LLC1,877$398.0K0.08%––
Saturna Capital CORP1,883$399.0K0.01%––
LBMC Investment Advisors, LLC1,896$402.0K0.04%––
Cubic Asset Management, LLC1,900$403.0K0.11%––
Crestline Management, LP1,900$403.0K0.05%––
Silvercrest Asset Management Group LLC1,912$405.0K0.00%––
Hayden Royal, LLC1,913$405.0K0.23%––
Cardan Capital Partners, LLC1,912$405.0K0.05%––
Interchange Capital Partners, LLC1,868$405.0K0.22%––
Good Life Advisors, LLC1,944$410.0K0.08%––
Hyperion Capital Advisors LP1,934$410.0K0.13%––
Baldwin Brothers Inc1,942$411.0K0.05%––
Cutler Group LP1,940$411.0K0.03%––
Vontobel Swiss Wealth Advisors AG1,942$411.0K0.23%––
Connecticut Wealth Management, LLC1,940$411.0K0.04%––
Gyon Technologies Capital Management, LP1,942$411.0K0.18%––
Gabelli Funds LLC1,950$413.0K0.00%––
Polar Asset Management Partners Inc.1,951$413.0K0.01%––
Jackson, Grant Investment Advisers, Inc.1,955$414.0K0.19%––
DeDora Capital, Inc.1,954$414.0K0.20%––
Focus Financial Network, Inc.1,968$417.0K0.05%––
Valley Brook Capital Group1,939$417.0K0.38%––
First Quadrant L P1,974$418.0K0.04%––
North American Management Corp1,981$419.7K0.06%––
First National Bank of Hutchinson1,986$421.0K0.21%––
Pinnacle Bancorp, Inc.1,988$421.0K0.20%––
Garner Asset Management Corp1,989$421.0K0.22%––
Copperwynd Financial, LLC1,991$422.0K0.19%––
TCG Advisory Services, LLC1,991$422.0K0.13%––
Resource Management, LLC1,997$423.0K0.05%––
BW Gestao de Investimentos Ltda.2,000$423.7K0.12%––
Parthenon LLC2,000$424.0K0.07%––
Alley Co LLC2,000$424.0K0.08%––
Oak Grove Capital LLC2,000$424.0K0.12%––
Close Asset Management Ltd1,998$424.0K0.02%––
Anchor Investment Management, LLC2,004$424.6K0.06%––
Accel Wealth Management2,008$425.0K0.34%––
Banco BTG Pactual S.A.2,012$426.0K0.18%––
Farmers & Merchants Trust Co of Long Beach2,012$427.0K0.14%––
Truvestments Capital LLC2,015$427.0K0.24%––
Archer Investment Corp2,025$429.0K0.18%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,034$431.0K0.03%––
Reynders McVeigh Capital Management, LLC2,039$432.0K0.03%––
James Hambro & Partners2,050$435.0K0.04%––
Occidental Asset Management, LLC2,058$436.0K0.13%––
Drexel Morgan & Co.2,075$440.0K0.11%––
Bristlecone Advisors, LLC2,083$441.0K0.07%––
Am Investment Strategies LLC2,081$441.0K0.12%––
Hemenway Trust Co LLC2,119$449.0K0.05%––
Aevitas Wealth Management, Inc.2,139$453.0K0.32%––
Davenport & Co LLC2,143$454.0K0.00%––
Sutton Wealth Advisors Inc.2,147$454.9K0.18%––
Boston Financial Mangement LLC2,154$456.0K0.02%––
AIA Group Ltd2,154$456.0K0.07%––
Edgestream Partners, L.P.2,152$456.0K0.03%––
Financial Advisory Service, Inc.2,150$456.0K0.05%––
IFG Advisors, LLC2,153$456.0K0.25%––
Vivid Financial Management, Inc.2,157$457.0K0.21%––
Geller Advisors LLC2,167$459.0K0.11%––
Magnolia Capital Advisors LLC2,178$461.0K0.91%––
Smith, Salley & Associates2,189$464.0K0.04%––
Gsa Capital Partners LLP2,193$465.0K0.08%––
ETF Managers Group, LLC2,221$466.0K0.01%––