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
Raab & Moskowitz Asset Management LLC	6,478	$1.37M	0.54%	–	–
Avantax Planning Partners, Inc.	6,469	$1.37M	0.07%	–	–
Compton Wealth Advisory Group, LLC	6,461	$1.37M	0.78%	–	–
Northeast Financial Consultants Inc	6,433	$1.36M	0.10%	–	–
Intrua Financial, LLC	5,777	$1.35M	0.34%	–	–
ARS Wealth Advisors, LLC	6,387	$1.35M	0.29%	–	–
Keudell/Morrison Wealth Management	6,360	$1.35M	0.78%	–	–
Regency Capital Management Inc.	6,322	$1.34M	1.41%	–	–
Hyman Charles D	6,307	$1.34M	0.10%	–	–
Fulcrum Asset Management LLP	–	$1.33M	0.85%	–	–
MidWestOne Financial Group, Inc.	6,242	$1.32M	0.32%	–	–
Ashton Thomas Private Wealth, LLC	6,235	$1.32M	0.22%	–	–
Wealth Management Partners, LLC	5,949	$1.31M	0.98%	–	–
Orion Capital Management LLC	6,196	$1.31M	0.92%	–	–
Camden Capital, LLC	6,184	$1.31M	0.35%	–	–
Burns J W & Co Inc	6,170	$1.31M	0.22%	–	–
Abbot Financial Management, Inc.	6,167	$1.31M	0.59%	–	–
Mason Investment Advisory Services, Inc.	6,162	$1.31M	0.14%	–	–
Centaurus Financial, Inc.	6,146	$1.30M	0.13%	–	–
Mission Wealth Management, LP	6,137	$1.30M	0.08%	–	–
M. Kulyk & Associates, LLC	6,105	$1.29M	0.48%	–	–
Welch & Forbes LLC	6,095	$1.29M	0.02%	–	–
Arbor Trust Wealth Advisors, LLC	6,080	$1.29M	0.86%	–	–
Dearborn Partners LLC	6,067	$1.28M	0.05%	–	–
Rosenbaum Jay D.	6,063	$1.28M	2.20%	–	–
BigSur Wealth Management LLC	6,050	$1.28M	0.66%	–	–
Central Bank & Trust Co	6,045	$1.28M	0.22%	–	–
EPG Wealth Management LLC	6,043	$1.28M	0.62%	–	–
BDO Wealth Advisors, LLC	6,033	$1.28M	0.15%	–	–
Castle Rock Wealth Management, LLC	5,523	$1.28M	0.52%	–	–
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%	–	–
Rikoon Group, LLC	5,999	$1.27M	0.34%	–	–
Red Door Wealth Management, LLC	5,944	$1.26M	0.64%	–	–
Leelyn Smith, LLC	5,963	$1.26M	0.38%	–	–
Element Pointe Advisors, LLC	5,941	$1.26M	0.42%	–	–
Cribstone Capital Management, LLC	5,904	$1.25M	0.82%	–	–
M Holdings Securities, Inc.	5,898	$1.25M	0.11%	–	–
Northstar Group, Inc.	5,871	$1.25M	0.35%	–	–
GFG Capital, LLC	5,873	$1.24M	0.43%	–	–
Teamwork Financial Advisors, LLC	5,866	$1.24M	0.29%	–	–
Investment House LLC	5,862	$1.24M	0.10%	–	–
Barrett Asset Management, LLC	5,857	$1.24M	0.06%	–	–
Brown Brothers Harriman & Co	5,855	$1.24M	0.01%	–	–
SWS Partners	5,837	$1.24M	0.85%	–	–
Spouting Rock Asset Management, LLC	5,836	$1.24M	0.38%	–	–
Moody Lynn & Lieberson, LLC	5,828	$1.24M	0.10%	–	–
Vista Private Wealth Partners. LLC	4,913	$1.24M	0.72%	–	–
Intact Investment Management Inc.	5,800	$1.23M	0.04%	–	–
Sumitomo Mitsui Financial Group, Inc.	5,839	$1.23M	0.03%	–	–
Wintrust Investments LLC	5,782	$1.23M	0.13%	–	–
Global Wealth Management Investment Advisory, Inc.	5,782	$1.23M	0.44%	–	–
Lombard Odier Asset Management (Switzerland) SA	5,756	$1.22M	0.08%	–	–
Cavalier Investments, LLC	5,743	$1.22M	0.53%	–	–
PSI Advisors, LLC	5,738	$1.22M	0.72%	–	–
Meridian Wealth Management, LLC	5,668	$1.20M	0.17%	–	–
Wealth Alliance	5,652	$1.20M	0.34%	–	–
First United Bank Trust	5,629	$1.19M	0.51%	–	–
Paces Ferry Wealth Advisors, LLC	5,631	$1.19M	1.04%	–	–
Compton Capital Management Inc	5,610	$1.19M	0.37%	–	–
Capital Asset Advisory Services LLC	5,604	$1.19M	0.18%	–	–
Kistler-Tiffany Companies, LLC	5,584	$1.18M	0.31%	–	–
CWA Asset Management Group, LLC	5,565	$1.18M	0.11%	–	–
Fukoku Mutual Life Insurance Co	5,530	$1.17M	0.11%	–	–
Heritage Trust Co	5,522	$1.17M	0.18%	–	–
Chickasaw Capital Management LLC	5,484	$1.16M	0.06%	–	–
Ausdal Financial Partners, Inc.	5,427	$1.15M	0.19%	–	–
RMR Wealth Builders	5,403	$1.15M	0.30%	–	–
Davidson Capital Management Inc.	5,398	$1.14M	0.60%	–	–
Columbia Trust Co 01012016	5,377	$1.14M	0.71%	–	–
Atlas Brown,Inc.	5,360	$1.14M	0.54%	–	–
Next Century Growth Investors LLC	5,346	$1.13M	0.09%	–	–
Capital Bank & Trust Co	5,300	$1.12M	0.01%	–	–
Strategic Wealth Management Group, LLC	5,290	$1.12M	0.43%	–	–
Bienville Capital Management, LLC	5,281	$1.12M	0.34%	–	–
Curbstone Financial Management Corp	5,256	$1.11M	0.22%	–	–
WT Wealth Management	5,204	$1.10M	0.51%	–	–
Gamco Investors, Inc. Et Al	5,201	$1.10M	0.01%	–	–
Signature Wealth Management Group	5,192	$1.10M	0.65%	–	–
Coldstream Capital Management Inc	5,176	$1.10M	0.06%	–	–
Wealthcare Advisory Partners LLC	5,170	$1.09M	0.08%	–	–
Rossmore Private Capital	5,163	$1.09M	0.21%	–	–
Occudo Quantitative Strategies LP	5,139	$1.09M	0.24%	–	–
Procyon Private Wealth Partners, LLC	5,124	$1.09M	0.50%	–	–
Stoneridge Investment Partners LLC	5,116	$1.08M	0.57%	–	–
Norway Savings Bank	5,115	$1.08M	0.57%	–	–
Great Diamond Partners, LLC	5,105	$1.08M	0.33%	–	–
Karani Asset Management LLC	5,088	$1.08M	0.63%	–	–
HBK Sorce Advisory LLC	5,083	$1.08M	0.06%	–	–
First Manhattan Co	5,076	$1.07M	0.00%	–	–
Bryn Mawr Trust Co	5,054	$1.07M	0.04%	–	–
Bond & Devick Financial Network, Inc.	5,040	$1.07M	0.99%	–	–
Gryphon Financial Partners LLC	5,021	$1.06M	0.25%	–	–
1st Source Bank	5,008	$1.06M	0.07%	–	–
Bard Financial Services, Inc.	5,010	$1.06M	0.10%	–	–
Hourglass Capital, LLC	5,000	$1.06M	0.27%	–	–
SG3 Management, LLC	5,000	$1.06M	0.35%	–	–
Brown Capital Management LLC	4,992	$1.06M	0.01%	–	–
Redmond Asset Management, LLC	4,996	$1.06M	0.33%	–	–