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; 2,493 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	2,493	$109.5B
Q1 2026	2,695	$137.9B
Q4 2025	2,958	$201.9B
Q3 2025	2,815	$179.8B
Q2 2025	2,959	$210.0B
Q1 2025	2,955	$209.1B
Q4 2024	3,109	$258.7B
Q3 2024	2,656	$209.1B
Q2 2024	2,629	$198.8B
Q1 2024	2,768	$235.7B
Q4 2023	2,600	$204.8B
Q3 2023	2,293	$155.1B
Q2 2023	2,300	$161.7B
Q1 2023	2,182	$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
Harbour Investments, Inc.	8,377	$1.77M	0.06%	–	–
Elmwood Wealth Management, Inc.	8,378	$1.77M	1.08%	–	–
Kempen Capital Management N.V.	8,358	$1.77M	0.08%	–	–
Cito Capital Group, LLC	8,350	$1.77M	0.86%	–	–
Intrust Bank NA	8,341	$1.77M	0.25%	–	–
Flagship Harbor Advisors, LLC	8,324	$1.76M	0.20%	–	–
Trustmark National Bank Trust Department	8,280	$1.75M	0.15%	–	–
Wrapmanager Inc	8,263	$1.75M	0.49%	–	–
Shepherd Financial Partners LLC	8,259	$1.75M	0.39%	–	–
CX Institutional	8,260	$1.75M	0.16%	–	–
IPG Investment Advisors LLC	8,239	$1.75M	0.34%	–	–
Western Wealth Management, LLC	8,193	$1.74M	0.23%	–	–
Paradigm Financial Advisors, LLC	8,117	$1.72M	0.42%	–	–
Viridian Ria, LLC	0	$1.72M	0.43%	–	–
Virtu Financial LLC	8,108	$1.72M	0.12%	–	–
First Pacific Advisors, LP	8,089	$1.71M	0.02%	–	–
Ascent Wealth Partners, LLC	8,094	$1.71M	0.37%	–	–
West Branch Capital LLC	8,059	$1.71M	1.00%	–	–
Exane Derivatives	8,051	$1.71M	0.51%	–	–
Inscription Capital, LLC	8,015	$1.70M	0.58%	–	–
Supplemental Annuity Collective Trust of NJ	8,000	$1.70M	0.59%	–	–
Resources Management Corp	7,995	$1.69M	0.26%	–	–
Eagle Asset Management Inc	7,684	$1.68M	0.01%	–	–
Penobscot Investment Management Company, Inc.	7,915	$1.68M	0.27%	–	–
Signaturefd, LLC	7,908	$1.68M	0.07%	–	–
Krilogy Financial LLC	7,906	$1.68M	0.18%	–	–
Aptus Capital Advisors, LLC	7,856	$1.67M	0.09%	–	–
Geier Asset Management, Inc.	7,407	$1.66M	1.21%	–	–
Change Path, LLC	7,816	$1.66M	0.13%	–	–
American National Registered Investment Advisor, Inc.	7,769	$1.65M	0.64%	–	–
Zions Bancorporation, N.A.	7,769	$1.65M	0.19%	–	–
Personal Cfo Solutions, LLC	7,758	$1.64M	0.36%	–	–
IFP Advisors, Inc	7,709	$1.64M	0.03%	–	–
Providence First Trust Co	7,656	$1.62M	0.80%	–	–
Eastern Bank	7,642	$1.62M	0.09%	–	–
Fiduciary Planning LLC	7,634	$1.62M	2.44%	–	–
Nicolet Bankshares Inc	7,614	$1.61M	0.45%	–	–
Bell Bank	7,597	$1.61M	0.23%	–	–
TRUE Private Wealth Advisors	7,597	$1.61M	0.26%	–	–
BNC Wealth Management, LLC	7,601	$1.61M	1.14%	–	–
Oxler Private Wealth LLC	7,600	$1.61M	0.82%	–	–
McKinley Capital Management LLC /Delaware	7,572	$1.60M	0.12%	–	–
Aldebaran Financial Inc.	7,564	$1.60M	1.51%	–	–
Itau Unibanco Holding S.A.	7,561	$1.60M	0.12%	–	–
Summit Global Investments	7,528	$1.59M	0.10%	–	–
Modus Advisors, LLC	7,484	$1.59M	0.73%	–	–
JT Stratford LLC	7,481	$1.58M	0.56%	–	–
Navalign, LLC	7,454	$1.58M	0.70%	–	–
NVWM, LLC	7,446	$1.58M	0.63%	–	–
Dakota Wealth Management	7,419	$1.57M	0.21%	–	–
Acorn Financial Advisory Services Inc	7,401	$1.57M	0.57%	–	–
Exchange Traded Concepts, LLC	7,397	$1.57M	0.06%	–	–
Montag A & Associates Inc	7,391	$1.57M	0.09%	–	–
Abbrea Capital, LLC	7,383	$1.56M	0.26%	–	–
United Bank	7,383	$1.56M	1.10%	–	–
Congress Park Capital LLC	7,375	$1.56M	0.87%	–	–
Ballentine Partners, LLC	7,369	$1.56M	0.06%	–	–
Gs Investments, Inc.	7,364	$1.56M	3.42%	–	–
180 Wealth Advisors, LLC	7,008	$1.56M	0.39%	–	–
Apollon Wealth Management, LLC	7,340	$1.55M	0.30%	–	–
Caliber Wealth Management, LLC	7,324	$1.55M	1.13%	–	–
Trust Asset Management LLC	7,295	$1.55M	0.21%	–	–
Field & Main Bank	7,285	$1.54M	1.11%	–	–
Sheaff Brock Investment Advisors, LLC	7,265	$1.54M	0.16%	–	–
Laffer Tengler Investments	7,228	$1.53M	0.58%	–	–
Asset Management Corp	7,227	$1.53M	1.06%	–	–
Laidlaw Wealth Management LLC	7,178	$1.52M	0.52%	–	–
Capital Impact Advisors, LLC	7,173	$1.52M	0.53%	–	–
Bluestein R H & Co	7,160	$1.52M	0.06%	–	–
Ironwood Investment Management LLC	7,137	$1.51M	0.80%	–	–
Emerson Point Capital LP	7,127	$1.51M	0.22%	–	–
Derby & Company, Inc	7,066	$1.50M	0.34%	–	–
Investors Financial Group, LLC	7,068	$1.50M	0.88%	–	–
Midwest Wealth Management Inc.	7,032	$1.49M	1.21%	–	–
Vigilare Wealth Management	7,023	$1.49M	1.06%	–	–
Bay Rivers Group	6,997	$1.48M	1.15%	–	–
Moneta Group Investment Advisors LLC	6,976	$1.48M	0.08%	–	–
Cornerstone National Bank & Trust Co	6,954	$1.47M	0.69%	–	–
Parcion Private Wealth LLC	6,939	$1.47M	0.17%	–	–
Beacon Pointe Advisors, LLC	6,899	$1.47M	0.09%	–	–
Wade G W & Inc	6,875	$1.46M	0.08%	–	–
Arden Trust Co	6,875	$1.46M	0.25%	–	–
Virtue Capital Management, LLC	6,867	$1.46M	0.34%	–	–
Chicago Partners Investment Group LLC	6,172	$1.45M	0.12%	–	–
Moseley Investment Management Inc	6,847	$1.45M	0.80%	–	–
Clark Capital Management Group, Inc.	6,792	$1.44M	0.02%	–	–
PFS Investments Inc.	6,789	$1.44M	0.04%	–	–
Center for Financial Planning, Inc.	6,778	$1.44M	0.37%	–	–
Charter Research & Investment Group, Inc.	6,752	$1.43M	1.25%	–	–
Sunbelt Securities, Inc.	6,735	$1.43M	0.28%	–	–
Bailard, Inc.	6,729	$1.43M	0.05%	–	–
Arkadios Wealth Advisors	6,726	$1.43M	0.23%	–	–
Jackson Hole Capital Partners, LLC	6,698	$1.42M	0.59%	–	–
ArrowMark Colorado Holdings LLC	6,676	$1.41M	0.01%	–	–
Waycross Partners, LLC	6,646	$1.41M	0.79%	–	–
Sompo Asset Management Co., Ltd.	6,620	$1.40M	0.32%	–	–
Mainstay Capital Management LLC	6,592	$1.40M	0.43%	–	–
Pennsylvania Capital Management Inc	6,552	$1.39M	0.82%	–	–
New England Research & Management, Inc.	6,500	$1.38M	0.75%	–	–
Legacy Capital Partners, Inc.	6,488	$1.38M	0.52%	–	–