Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $151.3B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,492	$109.5B
Q1 2026	2,696	$137.9B
Q4 2025	2,959	$201.9B
Q3 2025	2,816	$179.8B
Q2 2025	2,960	$210.0B
Q1 2025	2,956	$209.1B
Q4 2024	3,110	$258.7B
Q3 2024	2,657	$209.1B
Q2 2024	2,630	$198.8B
Q1 2024	2,769	$235.7B
Q4 2023	2,601	$204.8B
Q3 2023	2,294	$155.1B
Q2 2023	2,301	$161.7B
Q1 2023	2,183	$153.3B
Q4 2022	2,027	$100.8B
Q3 2022	2,060	$111.4B
Q2 2022	2,140	$128.2B
Q1 2022	2,282	$163.0B
Q4 2021	2,356	$195.5B
Q3 2021	2,188	$207.8B
Q2 2021	2,071	$178.1B
Q1 2021	1,989	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Great Diamond Partners, LLC	5,105	$1.08M	0.33%	–	–
Norway Savings Bank	5,115	$1.08M	0.57%	–	–
Stoneridge Investment Partners LLC	5,116	$1.08M	0.57%	–	–
Procyon Private Wealth Partners, LLC	5,124	$1.09M	0.50%	–	–
Occudo Quantitative Strategies LP	5,139	$1.09M	0.24%	–	–
Rossmore Private Capital	5,163	$1.09M	0.21%	–	–
Wealthcare Advisory Partners LLC	5,170	$1.09M	0.08%	–	–
Coldstream Capital Management Inc	5,176	$1.10M	0.06%	–	–
Signature Wealth Management Group	5,192	$1.10M	0.65%	–	–
Gamco Investors, Inc. Et Al	5,201	$1.10M	0.01%	–	–
WT Wealth Management	5,204	$1.10M	0.51%	–	–
Curbstone Financial Management Corp	5,256	$1.11M	0.22%	–	–
Bienville Capital Management, LLC	5,281	$1.12M	0.34%	–	–
Strategic Wealth Management Group, LLC	5,290	$1.12M	0.43%	–	–
Capital Bank & Trust Co	5,300	$1.12M	0.01%	–	–
Next Century Growth Investors LLC	5,346	$1.13M	0.09%	–	–
Atlas Brown,Inc.	5,360	$1.14M	0.54%	–	–
Columbia Trust Co 01012016	5,377	$1.14M	0.71%	–	–
Davidson Capital Management Inc.	5,398	$1.14M	0.60%	–	–
RMR Wealth Builders	5,403	$1.15M	0.30%	–	–
Ausdal Financial Partners, Inc.	5,427	$1.15M	0.19%	–	–
Chickasaw Capital Management LLC	5,484	$1.16M	0.06%	–	–
Heritage Trust Co	5,522	$1.17M	0.18%	–	–
Fukoku Mutual Life Insurance Co	5,530	$1.17M	0.11%	–	–
CWA Asset Management Group, LLC	5,565	$1.18M	0.11%	–	–
Kistler-Tiffany Companies, LLC	5,584	$1.18M	0.31%	–	–
Capital Asset Advisory Services LLC	5,604	$1.19M	0.18%	–	–
Compton Capital Management Inc	5,610	$1.19M	0.37%	–	–
First United Bank Trust	5,629	$1.19M	0.51%	–	–
Paces Ferry Wealth Advisors, LLC	5,631	$1.19M	1.04%	–	–
Wealth Alliance	5,652	$1.20M	0.34%	–	–
Meridian Wealth Management, LLC	5,668	$1.20M	0.17%	–	–
PSI Advisors, LLC	5,738	$1.22M	0.72%	–	–
Cavalier Investments, LLC	5,743	$1.22M	0.53%	–	–
Lombard Odier Asset Management (Switzerland) SA	5,756	$1.22M	0.08%	–	–
Wintrust Investments LLC	5,782	$1.23M	0.13%	–	–
Global Wealth Management Investment Advisory, Inc.	5,782	$1.23M	0.44%	–	–
Sumitomo Mitsui Financial Group, Inc.	5,839	$1.23M	0.03%	–	–
Intact Investment Management Inc.	5,800	$1.23M	0.04%	–	–
Moody Lynn & Lieberson, LLC	5,828	$1.24M	0.10%	–	–
Vista Private Wealth Partners. LLC	4,913	$1.24M	0.72%	–	–
Spouting Rock Asset Management, LLC	5,836	$1.24M	0.38%	–	–
SWS Partners	5,837	$1.24M	0.85%	–	–
Brown Brothers Harriman & Co	5,855	$1.24M	0.01%	–	–
Barrett Asset Management, LLC	5,857	$1.24M	0.06%	–	–
Investment House LLC	5,862	$1.24M	0.10%	–	–
Teamwork Financial Advisors, LLC	5,866	$1.24M	0.29%	–	–
GFG Capital, LLC	5,873	$1.24M	0.43%	–	–
Northstar Group, Inc.	5,871	$1.25M	0.35%	–	–
M Holdings Securities, Inc.	5,898	$1.25M	0.11%	–	–
Cribstone Capital Management, LLC	5,904	$1.25M	0.82%	–	–
Element Pointe Advisors, LLC	5,941	$1.26M	0.42%	–	–
Leelyn Smith, LLC	5,963	$1.26M	0.38%	–	–
Red Door Wealth Management, LLC	5,944	$1.26M	0.64%	–	–
Rikoon Group, LLC	5,999	$1.27M	0.34%	–	–
Sanders Morris Harris LLC	5,781	$1.28M	0.27%	–	–
Clear Harbor Asset Management, LLC	6,021	$1.28M	0.17%	–	–
Polaris Wealth Advisory Group, LLC	5,517	$1.28M	0.08%	–	–
BDO Wealth Advisors, LLC	6,033	$1.28M	0.15%	–	–
Castle Rock Wealth Management, LLC	5,523	$1.28M	0.52%	–	–
EPG Wealth Management LLC	6,043	$1.28M	0.62%	–	–
Central Bank & Trust Co	6,045	$1.28M	0.22%	–	–
BigSur Wealth Management LLC	6,050	$1.28M	0.66%	–	–
Dearborn Partners LLC	6,067	$1.28M	0.05%	–	–
Rosenbaum Jay D.	6,063	$1.28M	2.20%	–	–
Arbor Trust Wealth Advisors, LLC	6,080	$1.29M	0.86%	–	–
Welch & Forbes LLC	6,095	$1.29M	0.02%	–	–
M. Kulyk & Associates, LLC	6,105	$1.29M	0.48%	–	–
Mission Wealth Management, LP	6,137	$1.30M	0.08%	–	–
Centaurus Financial, Inc.	6,146	$1.30M	0.13%	–	–
Mason Investment Advisory Services, Inc.	6,162	$1.31M	0.14%	–	–
Burns J W & Co Inc	6,170	$1.31M	0.22%	–	–
Abbot Financial Management, Inc.	6,167	$1.31M	0.59%	–	–
Camden Capital, LLC	6,184	$1.31M	0.35%	–	–
Wealth Management Partners, LLC	5,949	$1.31M	0.98%	–	–
Orion Capital Management LLC	6,196	$1.31M	0.92%	–	–
Ashton Thomas Private Wealth, LLC	6,235	$1.32M	0.22%	–	–
MidWestOne Financial Group, Inc.	6,242	$1.32M	0.32%	–	–
Fulcrum Asset Management LLP	–	$1.33M	0.85%	–	–
Hyman Charles D	6,307	$1.34M	0.10%	–	–
Regency Capital Management Inc.	6,322	$1.34M	1.41%	–	–
Keudell/Morrison Wealth Management	6,360	$1.35M	0.78%	–	–
Intrua Financial, LLC	5,777	$1.35M	0.34%	–	–
ARS Wealth Advisors, LLC	6,387	$1.35M	0.29%	–	–
Northeast Financial Consultants Inc	6,433	$1.36M	0.10%	–	–
Compton Wealth Advisory Group, LLC	6,461	$1.37M	0.78%	–	–
Avantax Planning Partners, Inc.	6,469	$1.37M	0.07%	–	–
Raab & Moskowitz Asset Management LLC	6,478	$1.37M	0.54%	–	–
Legacy Capital Partners, Inc.	6,488	$1.38M	0.52%	–	–
New England Research & Management, Inc.	6,500	$1.38M	0.75%	–	–
Pennsylvania Capital Management Inc	6,552	$1.39M	0.82%	–	–
Mainstay Capital Management LLC	6,592	$1.40M	0.43%	–	–
Sompo Asset Management Co., Ltd.	6,620	$1.40M	0.32%	–	–
Waycross Partners, LLC	6,646	$1.41M	0.79%	–	–
ArrowMark Colorado Holdings LLC	6,676	$1.41M	0.01%	–	–
Jackson Hole Capital Partners, LLC	6,698	$1.42M	0.59%	–	–
Arkadios Wealth Advisors	6,726	$1.43M	0.23%	–	–
Bailard, Inc.	6,729	$1.43M	0.05%	–	–
Sunbelt Securities, Inc.	6,735	$1.43M	0.28%	–	–
Charter Research & Investment Group, Inc.	6,752	$1.43M	1.25%	–	–