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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
XML Financial, LLC2,206$467.0K0.11%––
Clarity Financial LLC2,204$467.0K0.09%––
Ellevest, Inc.2,219$470.0K0.06%––
Symmetry Partners, LLC2,218$470.0K0.03%––
Eudaimonia Partners, LLC2,216$470.0K0.10%––
Texas Yale Capital Corp.2,224$471.0K0.03%––
Penserra Capital Management LLC2,224$471.0K0.01%––
Kore Private Wealth LLC2,231$473.0K0.06%––
Hengehold Capital Management LLC2,239$474.0K0.07%––
Fayez Sarofim & Co2,240$475.0K0.00%––
WealthBridge Capital Management, LLC2,240$475.0K0.19%––
West Oak Capital, LLC2,245$476.0K0.20%––
Delta Investment Management, LLC2,258$478.0K0.15%––
Keel Point, LLC2,266$480.0K0.05%––
IFG Advisory, LLC2,274$481.0K0.06%––
G&S Capital LLC2,289$485.0K0.28%––
Silicon Hills Wealth Management, LLC2,290$485.0K0.44%––
Sequent Asset Management, LLC2,296$487.0K0.30%––
Parkside Advisors LLC2,299$487.0K0.17%––
Glenview State Bank Trust Dept.2,300$487.0K0.16%––
Nikulski Financial, Inc.2,305$488.0K0.25%––
Atticus Wealth Management, LLC2,306$489.0K0.23%––
Ancora Advisors, LLC2,315$490.0K0.01%––
Catalyst Private Wealth, LLC2,315$490.0K0.34%––
Asset Dedication, LLC2,311$494.0K0.11%––
Adviser Investments LLC2,346$497.0K0.04%––
Andesa Financial Management Inc.2,348$497.0K0.16%––
Kerntke Otto McGlone Wealth Management Group2,345$497.0K0.26%––
Tennessee Valley Asset Management Partners2,350$498.0K0.13%––
David J Yvars Group2,350$498.0K0.32%––
Oxinas Partners Wealth Management LLC2,358$500.0K0.32%––
Gamble Jones Investment Counsel2,385$505.0K0.03%––
Baxter Bros Inc2,392$507.0K0.09%––
Harvey Capital Management Inc2,400$508.0K0.18%––
Marathon Trading Investment Management LLC2,400$508.0K0.32%––
TFG Advisers LLC2,402$509.0K0.26%––
Garrett Investment Advisors LLC2,426$514.0K0.18%––
First Nebraska Trust Co2,427$514.2K0.07%––
Key Financial Inc2,451$519.0K0.34%––
Running Point Capital Advisors, LLC2,450$519.0K0.29%––
First Financial Corp2,455$520.0K0.36%––
One Capital Management, LLC2,471$523.0K0.06%––
CPWM, LLC2,471$524.0K0.05%––
McDaniel Terry & Co2,489$527.0K0.06%––
Budros, Ruhlin & Roe, Inc.2,492$528.0K0.06%––
Calton & Associates, Inc.2,498$529.0K0.10%––
Capital Advisory Group Advisory Services, LLC2,498$529.0K0.21%––
Fairfield, Bush & Co.2,507$531.0K0.15%––
Cooper Financial Group2,508$531.0K0.12%––
First Horizon Advisors, Inc.2,516$533.0K0.03%––
InterOcean Capital Group, LLC2,522$534.0K0.03%––
Patron Partners Advisors, LLC2,547$539.0K0.46%––
Associated Banc-Corp3,752$540.0K0.03%––
Crumly & Associates Inc.2,562$543.0K0.32%––
Citizens Financial Group Inc2,575$546.0K0.03%––
Paradigm Financial Partners, LLC2,581$547.0K0.15%––
Proficio Capital Partners LLC2,591$549.0K0.07%––
Marcum Wealth, LLC2,594$550.0K0.09%––
Graypoint LLC2,598$550.0K0.08%––
Evermay Wealth Management LLC2,610$553.0K0.11%––
First Pacific Financial2,611$553.0K0.34%––
Tarbox Family Office, Inc.2,614$554.0K0.11%––
Sunflower Bank, N.A.2,616$554.0K0.09%––
Gradient Investments LLC2,622$555.0K0.02%––
Visionary Wealth Advisors2,622$556.0K0.06%––
Wealthgate Family Office, LLC2,623$556.0K0.76%––
Princeton Capital Management LLC2,629$557.0K0.19%––
Exencial Wealth Advisors, LLC2,654$562.0K0.03%––
Conway Capital Management, Inc.2,655$562.5K0.42%––
Proequities, Inc.2,664$564.0K0.04%––
Tuttle Tactical Management2,672$566.0K0.22%––
Stokes Family Office, LLC2,488$567.0K0.09%––
Stratos Wealth Advisors, LLC2,698$572.0K0.06%––
Allworth Financial LP2,705$573.0K0.01%––
Laurel Wealth Advisors, Inc.2,709$574.0K0.09%––
Financial Architects, Inc2,714$575.0K0.09%––
Mizuho Securities Co. Ltd.2,739$580.0K0.12%––
Cornerstone Wealth Management, LLC2,754$583.0K0.07%––
Oder Investment Management, LLC2,755$584.0K0.80%––
Mather Group, LLC.2,767$586.0K0.02%––
Redwood Investments, LLC2,771$587.0K0.05%––
AdvisorNet Financial, Inc2,770$587.0K0.04%––
Prudent Man Advisors, LLC2,771$587.0K0.25%––
Hellman Jordan Management Co Inc2,776$588.0K0.85%––
Altfest L J & Co Inc2,779$589.0K0.14%––
Qtron Investments LLC2,781$589.0K0.16%––
First National Bank2,804$594.0K0.59%––
Octavia Wealth Advisors, LLC2,805$594.0K0.18%––
FineMark National Bank & Trust2,817$597.0K0.03%––
Brandywine Oak Private Wealth LLC2,841$601.0K0.09%––
Resources Investment Advisors, LLC.2,857$605.0K0.03%––
Beaumont Financial Partners, LLC2,861$606.0K0.05%––
Whitener Capital Management, Inc.2,865$607.0K0.26%––
Bellecapital International Ltd.2,864$607.0K0.19%––
Tradition Wealth Management, LLC2,874$609.0K0.11%––
Ameritas Investment Company, LLC2,876$609.3K0.05%––
MUFG Americas Holdings Corp2,877$610.0K0.01%––
First Heartland Consultants, Inc.2,885$611.0K0.10%––
M&G Investment Management Ltd2,887$612.0K0.01%––
Berman Capital Advisors, LLC2,901$613.0K0.13%––