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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
Principle Wealth Partners LLC3,870$820.0K0.10%––
Jupiter Wealth Management LLC3,500$820.0K0.41%––
Highlander Capital Management, LLC3,875$821.0K0.43%––
Brookfield Asset Management Inc.3,880$822.0K0.00%––
Carroll Financial Associates, Inc.3,916$829.0K0.05%––
Parker Investment Management, LLC3,911$829.0K0.16%––
Country Club Trust Company, n.a.3,964$832.0K0.08%––
Waldron Private Wealth LLC3,967$840.0K0.06%––
Jaffetilchin Investment Partners, LLC3,970$841.0K0.10%––
Riverview Trust Co3,969$841.0K0.94%––
Sage Rhino Capital LLC3,970$841.0K0.28%––
Wealth Management Associates, Inc.3,979$843.0K0.54%––
Essex Financial Services, Inc.3,993$846.0K0.15%––
Koss-Olinger Consulting, LLC3,997$847.0K0.14%––
StoneX Group Inc.4,001$848.0K0.15%––
WESPAC Advisors SoCal, LLC4,006$849.0K0.33%––
Diligent Investors, LLC4,019$852.0K0.31%––
Symphony Financial, Ltd. Co.3,855$852.0K0.23%––
Arete Wealth Advisors, LLC4,031$854.0K0.11%––
Harfst & Associates, Inc.4,076$863.0K0.26%––
Capital Investment Advisors, LLC4,095$868.0K0.03%––
Professional Planning4,099$868.0K0.42%––
Cim Investment Mangement Inc4,103$869.0K0.27%––
Quadrant Capital Group LLC4,149$879.0K0.14%––
EP Wealth Advisors, LLC4,153$880.0K0.03%––
Mount Yale Investment Advisors, LLC4,153$880.0K0.12%––
Covenant Partners, LLC4,164$882.0K0.35%––
Eidelman Virant Capital4,048$883.0K0.36%––
Rehmann Capital Advisory Group4,178$883.5K0.09%––
Alpha DNA Investment Management LLC4,177$884.0K1.02%––
Wealthsource Partners, LLC4,192$888.0K0.09%––
Fulcrum Capital LLC4,192$888.0K0.25%––
Golden Green, Inc.4,193$888.0K0.77%––
Pinnacle Wealth Planning Services, Inc.4,218$893.0K0.23%––
Buckley Wealth Management, LLC4,213$893.0K0.33%––
Cornell Pochily Investment Advisors, Inc.4,224$895.0K0.43%––
Dorsey & Whitney Trust CO LLC4,219$896.0K0.09%––
Lake Street Advisors Group, LLC4,240$898.0K0.07%––
Ashfield Capital Partners, LLC4,259$902.0K0.07%––
Meristem Family Wealth, LLC4,276$906.0K0.18%––
WealthStone, Inc.4,285$907.0K0.32%––
AMG National Trust Bank4,287$908.0K0.03%––
Wills Financial Group, Inc.4,292$909.0K0.44%––
Ritholtz Wealth Management4,302$911.0K0.08%––
Sargent Investment Group, LLC4,300$911.0K0.24%––
Evoke Wealth, LLC4,301$911.0K0.04%––
DSC Advisors, L.P.4,314$914.0K0.75%––
Miracle Mile Advisors, LLC4,326$917.0K0.05%––
Financial Advocates Investment Management4,342$920.0K0.07%––
Accretive Wealth Partners, LLC4,347$921.0K0.83%––
Quest Capital Management Inc4,363$924.0K0.20%––
Claraphi Advisory Network, LLC4,374$927.0K0.26%––
Aigen Investment Management, LP4,374$927.0K0.12%––
Amarillo National Bank4,413$935.0K0.24%––
Community Bank & Trust, Waco, Texas4,442$941.0K0.32%––
Rathbone Brothers plc4,445$942.0K0.01%––
Geneos Wealth Management Inc.4,098$943.0K0.03%––
Perennial Investment Advisors, LLC4,483$950.0K0.37%––
Mid Atlantic Financial Management Inc4,490$951.0K0.07%––
Rinet Co LLC4,492$952.0K0.19%––
Centric Wealth Management4,493$952.0K0.27%––
Allred Capital Management, LLC4,507$954.9K0.43%––
Western Financial Corporation4,512$956.0K0.58%––
Alta Wealth Advisors LLC4,510$956.0K0.80%––
Newman Dignan & Sheerar, Inc.4,528$959.0K0.36%––
HM Payson & Co4,535$961.0K0.03%––
Mutual Advisors, LLC4,539$962.0K0.07%––
Headinvest, LLC4,554$964.0K0.20%––
Tectonic Advisors LLC4,548$964.0K0.24%––
Eads & Heald Wealth Management4,569$968.0K0.50%––
WealthShield Partners, LLC4,583$971.0K0.18%––
Wolff Wiese Magana LLC4,585$971.0K0.76%––
Buffington Mohr McNeal4,596$974.0K0.21%––
Spotlight Asset Group, Inc.4,595$974.0K0.37%––
Moloney Securities Asset Management, LLC4,627$980.0K0.19%––
Roman Butler Fullerton & Co4,239$988.0K0.49%––
FourThought Financial, LLC4,689$993.0K0.14%––
Aft, Forsyth & Sober, LLC4,700$995.0K0.41%––
Employers Holdings, Inc.4,735$1.00M0.59%––
Ascension Asset Management LLC4,745$1.00M0.70%––
FLC Capital Advisors4,759$1.01M0.32%––
Jacobi Capital Management LLC4,767$1.01M0.15%––
Ingalls & Snyder LLC4,790$1.01M0.05%––
Sky Investment Group LLC4,810$1.02M0.24%––
Principal Street Partners, LLC4,825$1.02M0.13%––
Alaethes Wealth LLC4,825$1.02M0.95%––
Legacy Bridge, LLC4,949$1.05M0.68%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,973$1.05M0.40%––
Brown Capital Management LLC4,992$1.06M0.01%––
Redmond Asset Management, LLC4,996$1.06M0.33%––
Hourglass Capital, LLC5,000$1.06M0.27%––
SG3 Management, LLC5,000$1.06M0.35%––
1st Source Bank5,008$1.06M0.07%––
Bard Financial Services, Inc.5,010$1.06M0.10%––
Gryphon Financial Partners LLC5,021$1.06M0.25%––
Bond & Devick Financial Network, Inc.5,040$1.07M0.99%––
Bryn Mawr Trust Co5,054$1.07M0.04%––
First Manhattan Co5,076$1.07M0.00%––
HBK Sorce Advisory LLC5,083$1.08M0.06%––
Karani Asset Management LLC5,088$1.08M0.63%––