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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
Menard Financial Group LLC2,903$615.0K0.66%––
Shay Capital LLC2,912$617.0K0.17%––
Edge Capital Group, LLC2,917$618.0K0.05%––
9258 Wealth Management, LLC2,932$621.0K0.19%––
Cahill Financial Advisors Inc2,935$622.0K0.15%––
Renasant Bank2,934$622.0K0.50%––
Boenning & Scattergood, Inc.2,962$628.0K0.12%––
Argent Advisors, Inc.2,966$628.0K0.40%––
Sax Wealth Advisors, LLC2,982$632.0K0.23%––
Smithfield Trust Co2,989$634.0K0.04%––
Infrastructure Capital Advisors, LLC3,000$636.0K0.19%––
LCM Capital Management Inc3,002$636.0K0.57%––
SFMG, LLC3,013$638.0K0.07%––
Stelac Advisory Services LLC3,011$638.0K0.24%––
SkyView Investment Advisors, LLC3,025$641.0K0.28%––
Juncture Wealth Strategies, LLC3,064$643.0K0.40%––
Glenview Trust Co3,046$645.0K0.03%––
Waypoint Wealth Partners Inc.3,047$646.0K0.47%––
Clear Perspective Advisors, LLC3,054$647.0K0.25%––
Sonata Capital Group Inc3,085$654.0K0.31%––
Mission Creek Capital Partners, Inc.3,087$654.0K0.10%––
WP Advisors, LLC3,100$657.0K0.28%––
Van Leeuwen & Company, LLC3,100$657.0K0.43%––
Founders Financial Securities LLC3,112$659.0K0.15%––
Global Trust Asset Management, LLC3,109$659.0K0.36%––
Lindbrook Capital, LLC3,117$660.0K0.15%––
Lumature Wealth Partners, LLC3,116$660.0K0.35%––
Claro Advisors LLC3,120$661.0K0.33%––
Optimum Investment Advisors3,124$662.0K0.19%––
RiverGlades Family Offices LLC3,125$662.0K0.54%––
Money Concepts Capital Corp3,136$664.0K0.05%––
Sawtooth Solutions, LLC3,142$666.0K0.15%––
Ropes Wealth Advisors LLC3,088$666.0K0.12%––
Mayflower Financial Advisors, LLC3,144$666.0K0.10%––
BSW Wealth Partners3,156$669.0K0.19%––
Highland Private Wealth Management3,189$676.0K0.11%––
TLWM3,194$677.0K0.26%––
Hoey Investments, Inc3,202$678.0K0.24%––
Thomas White International Ltd3,227$684.0K0.10%––
IMS Capital Management3,249$688.0K0.43%––
Csenge Advisory Group2,991$692.0K0.07%––
Trust Investment Advisors3,269$693.0K0.68%––
Camelot Portfolios, LLC3,299$699.0K0.29%––
Golden State Wealth Management, LLC3,310$701.0K0.23%––
Homrich & Berg3,311$702.0K0.02%––
Robertson Stephens Wealth Management, LLC3,319$703.0K0.11%––
Park National Corp3,330$706.0K0.03%––
Oxford Financial Group Ltd3,352$710.0K0.10%––
Creative Financial Designs Inc3,364$713.0K0.14%––
Legal Advantage Investments, Inc.3,380$716.0K0.54%––
Venturi Wealth Management, LLC3,391$718.0K0.07%––
Coastal Investment Advisors, Inc.3,391$718.0K0.19%––
TSFG, LLC3,395$719.0K0.37%––
Stonebridge Financial Planning Group, LLC3,152$721.0K0.42%––
Glen Eagle Advisors, LLC3,406$721.6K0.25%––
Carnegie Capital Asset Management, LLC3,429$726.0K0.03%––
Livingston Group Asset Management CO (operating as Southport Capital Management)3,436$728.0K0.19%––
SOA Wealth Advisors, LLC.3,445$729.0K0.20%––
South Shore Capital Advisors3,468$735.0K0.73%––
Integrated Advisors Network LLC3,475$736.0K0.07%––
Standard Family Office LLC3,489$739.0K0.17%––
S&CO Inc3,493$740.0K0.06%––
Hilltop Holdings Inc.3,541$750.0K0.10%––
Gerber Kawasaki Wealth & Investment Management3,541$750.0K0.09%––
Great Lakes Advisors, LLC3,544$751.0K0.01%––
YHB Investment Advisors, Inc.3,240$751.0K0.07%––
Capital Investment Advisory Services, LLC3,545$751.0K0.11%––
Shorepoint Capital Partners LLC3,560$754.0K0.40%––
Optas, LLC3,562$754.0K0.24%––
Ramiah Investment Group3,562$754.7K0.57%––
V2 Financial group LLC3,571$756.6K0.68%––
Israel Discount Bank of New York3,575$757.0K0.58%––
Buckingham Strategic Wealth, LLC3,592$761.0K0.04%––
LSV Asset Management3,600$762.0K0.00%––
San Francisco Sentry Investment Group (Ca)3,595$762.0K0.32%––
Bordeaux Wealth Advisors LLC3,605$764.0K0.53%––
Crestwood Advisors Group LLC3,621$767.0K0.02%––
Colonial River Wealth Management, LLC3,621$767.0K0.62%––
Sullivan, Bruyette, Speros & Blaney, LLC3,625$768.0K0.03%––
SageGuard Financial Group, LLC3,655$770.0K0.36%––
Merit Financial Group, LLC3,638$771.0K0.08%––
Fort Point Capital Partners LLC3,652$774.0K0.18%––
Savant Capital, LLC3,676$779.0K0.04%––
Canvas Wealth Advisors, LLC3,404$779.0K0.45%––
DFPG Investments, LLC3,545$781.0K0.33%––
Summit Wealth & Retirement Planning, Inc.3,703$785.0K0.29%––
Sound View Wealth Advisors Group, LLC3,712$786.0K0.18%––
Vantage Financial Partners Ltd., Inc.3,725$789.0K0.44%––
Davis R M Inc3,739$792.0K0.02%––
BFT Financial Group, LLC3,743$793.0K0.22%––
Adams Chetwood Wealth Management LLC3,756$796.0K0.61%––
Lineweaver Wealth Advisors, LLC3,773$799.0K0.28%––
Aaron Wealth Advisors3,791$803.0K0.29%––
M&R Capital Management Inc3,795$804.0K0.20%––
Tranquility Partners, LLC3,814$808.0K0.50%––
Encompass Wealth Advisors, LLC3,728$809.0K0.21%––
Fortem Financial Group, LLC3,840$814.0K0.47%––
Essex Savings Bank3,764$815.0K0.36%––
Insight Advisors, LLC3,552$817.0K0.26%––
Westover Capital Advisors, LLC3,867$819.0K0.28%––