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
Zeke Capital Advisors, LLC	11,625	$2.46M	0.17%	–	–
Insight Wealth Strategies, LLC	11,600	$2.46M	0.33%	–	–
Claybrook Capital, LLC	11,550	$2.45M	1.42%	–	–
Intersect Capital LLC	11,376	$2.41M	0.49%	–	–
IMA Wealth, Inc.	11,321	$2.40M	0.59%	–	–
Boltwood Capital Management	11,261	$2.39M	1.06%	–	–
EPIQ Capital Group, LLC	11,197	$2.37M	0.26%	–	–
HAP Trading, LLC	11,136	$2.36M	0.27%	–	–
Usca Ria LLC	11,124	$2.36M	0.15%	–	–
Dynamic Advisor Solutions LLC	11,114	$2.35M	0.22%	–	–
TCTC Holdings, LLC	11,084	$2.35M	0.11%	–	–
Citizens & Northern Corp	11,064	$2.34M	0.93%	–	–
O'Shaughnessy Asset Management, LLC	11,050	$2.34M	0.05%	–	–
Cypress Asset Management Inc	10,939	$2.32M	0.64%	–	–
GPM Growth Investors, Inc.	10,939	$2.32M	1.32%	–	–
Seeyond	10,894	$2.31M	0.23%	–	–
Pinnacle Holdings, LLC	10,882	$2.31M	1.07%	–	–
Investment Research & Advisory Group, Inc.	10,835	$2.30M	1.71%	–	–
Freedom Day Solutions, LLC	10,819	$2.29M	1.22%	–	–
People's United Financial, Inc.	10,764	$2.28M	0.05%	–	–
Duff & Phelps Investment Management Co	10,640	$2.25M	0.03%	–	–
Asio Capital, LLC	10,612	$2.25M	0.93%	–	–
Healthcare of Ontario Pension Plan Trust Fund	10,604	$2.25M	0.01%	–	–
MAI Capital Management	10,603	$2.25M	0.05%	–	–
Quadrant Private Wealth Management, LLC	10,580	$2.24M	0.98%	–	–
Strategic Wealth Designers	10,571	$2.24M	1.07%	–	–
International Assets Investment Management, LLC	10,306	$2.23M	0.21%	–	–
Winfield Associates, Inc.	10,511	$2.23M	0.91%	–	–
Alterity Financial Group, LLC	10,425	$2.21M	2.70%	–	–
Verde Capital Management	10,429	$2.21M	0.97%	–	–
Madden Securities Corp	10,358	$2.19M	1.28%	–	–
Prime Capital Investment Advisors, LLC	10,328	$2.19M	0.16%	–	–
Diversified Trust Co	10,289	$2.18M	0.08%	–	–
Independence Bank of Kentucky	10,275	$2.18M	1.06%	–	–
Glynn Capital Management LLC	10,212	$2.16M	0.21%	–	–
Bridgeway Capital Management, LLC	10,200	$2.16M	0.04%	–	–
Park Avenue Securities LLC	10,164	$2.15M	0.05%	–	–
Boothbay Fund Management, LLC	10,141	$2.15M	0.11%	–	–
Little House Capital LLC	10,098	$2.14M	0.76%	–	–
Harrell Investment Partners, LLC	10,098	$2.14M	0.76%	–	–
Grove Bank & Trust	10,077	$2.13M	0.50%	–	–
American Portfolios Advisors	10,068	$2.13M	0.09%	–	–
Triangle Securities Wealth Management	10,000	$2.12M	0.77%	–	–
Massmutual Trust Co FSB	9,966	$2.11M	0.10%	–	–
Intellectus Partners, LLC	9,937	$2.10M	0.58%	–	–
Slow Capital, Inc.	9,824	$2.10M	0.46%	–	–
Pacific Wealth Strategies Group, Inc.	9,917	$2.10M	0.88%	–	–
Meridian Wealth Advisors, LLC	9,895	$2.10M	0.70%	–	–
Fortis Capital Management LLC	9,874	$2.09M	1.21%	–	–
Northstar Asset Management LLC	9,845	$2.09M	0.59%	–	–
Eqis Capital Management, Inc.	9,772	$2.07M	0.16%	–	–
Sentry Investment Management LLC	9,761	$2.07M	0.57%	–	–
Mountain Capital Investment Advisors, Inc	8,911	$2.07M	1.04%	–	–
Migdal Insurance & Financial Holdings Ltd.	9,698	$2.06M	0.02%	–	–
Silicon Valley Capital Partners	9,636	$2.04M	0.45%	–	–
Capital Planning Advisors, LLC	9,610	$2.04M	0.46%	–	–
Veriti Management LLC	9,592	$2.03M	0.54%	–	–
Gladstone Institutional Advisory LLC	9,584	$2.03M	0.32%	–	–
Wolf Group Capital Advisors	9,576	$2.03M	1.17%	–	–
Wunderlich Capital Managemnt	9,509	$2.02M	1.10%	–	–
CMT Capital Markets Trading GmbH	9,500	$2.01M	1.32%	–	–
We Are One Seven, LLC	9,490	$2.01M	0.35%	–	–
JustInvest LLC	9,489	$2.01M	0.30%	–	–
Invst, LLC	8,660	$2.00M	0.35%	–	–
Stanley-Laman Group, Ltd.	9,401	$1.99M	0.33%	–	–
Altium Wealth Management LLC	9,398	$1.99M	0.16%	–	–
Bogart Wealth, LLC	9,385	$1.99M	0.28%	–	–
Horizon Investments, LLC	9,376	$1.99M	0.07%	–	–
Mirabella Financial Services LLP	9,367	$1.99M	0.62%	–	–
Clearstead Advisors, LLC	9,362	$1.98M	0.17%	–	–
TD Private Client Wealth LLC	9,349	$1.98M	0.09%	–	–
Barings LLC	9,335	$1.98M	0.05%	–	–
Nations Financial Group Inc,	9,218	$1.95M	0.44%	–	–
Empirical Finance, LLC	8,771	$1.95M	0.34%	–	–
ProVise Management Group, LLC	9,190	$1.95M	0.21%	–	–
Institute for Wealth Management, LLC.	9,184	$1.95M	0.37%	–	–
Tiemann Investment Advisors, LLC	9,160	$1.94M	0.97%	–	–
Transcend Wealth Collective, LLC	9,158	$1.94M	0.23%	–	–
VeraBank, N.A.	9,018	$1.91M	1.24%	–	–
Viking Fund Management LLC	9,000	$1.91M	0.57%	–	–
St. Johns Investment Management Company, LLC	8,947	$1.90M	1.09%	–	–
AMJ Financial Wealth Management	8,940	$1.89M	0.92%	–	–
Connolly Sarah T.	8,938	$1.89M	1.68%	–	–
Avalon Investment & Advisory	8,903	$1.89M	0.04%	–	–
Citizens Business Bank	8,889	$1.88M	0.26%	–	–
Segment Wealth Management, LLC	8,855	$1.88M	0.25%	–	–
IHT Wealth Management, LLC	8,818	$1.87M	0.13%	–	–
Cohen Investment Advisors LLC	8,936	$1.85M	1.50%	–	–
Ferris Capital, LLC	8,729	$1.85M	0.46%	–	–
Guardian Capital Advisors LP	8,092	$1.84M	0.21%	–	–
Bank Ozk	8,709	$1.84M	0.85%	–	–
Paradigm Asset Management Co LLC	8,700	$1.84M	0.49%	–	–
GoalVest Advisory LLC	8,698	$1.84M	1.37%	–	–
Equitable Holdings, Inc.	8,658	$1.83M	0.04%	–	–
Avitas Wealth Management LLC	8,602	$1.82M	0.36%	–	–
Bradley Mark J.	8,542	$1.81M	1.22%	–	–
Townsend & Associates, Inc	8,522	$1.81M	1.17%	–	–
Evergreen Capital Management LLC	8,517	$1.80M	0.09%	–	–
Hudson Canyon Capital Management	8,480	$1.80M	1.41%	–	–
Callahan Advisors, LLC	8,478	$1.80M	0.24%	–	–