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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; 2,493 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
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: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 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 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$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
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,973$1.05M0.40%––
Legacy Bridge, LLC4,949$1.05M0.68%––
Principal Street Partners, LLC4,825$1.02M0.13%––
Alaethes Wealth LLC4,825$1.02M0.95%––
Sky Investment Group LLC4,810$1.02M0.24%––
Ingalls & Snyder LLC4,790$1.01M0.05%––
Jacobi Capital Management LLC4,767$1.01M0.15%––
FLC Capital Advisors4,759$1.01M0.32%––
Ascension Asset Management LLC4,745$1.00M0.70%––
Employers Holdings, Inc.4,735$1.00M0.59%––
Aft, Forsyth & Sober, LLC4,700$995.0K0.41%––
FourThought Financial, LLC4,689$993.0K0.14%––
Roman Butler Fullerton & Co4,239$988.0K0.49%––
Moloney Securities Asset Management, LLC4,627$980.0K0.19%––
Buffington Mohr McNeal4,596$974.0K0.21%––
Spotlight Asset Group, Inc.4,595$974.0K0.37%––
WealthShield Partners, LLC4,583$971.0K0.18%––
Wolff Wiese Magana LLC4,585$971.0K0.76%––
Eads & Heald Wealth Management4,569$968.0K0.50%––
Headinvest, LLC4,554$964.0K0.20%––
Tectonic Advisors LLC4,548$964.0K0.24%––
Mutual Advisors, LLC4,539$962.0K0.07%––
HM Payson & Co4,535$961.0K0.03%––
Newman Dignan & Sheerar, Inc.4,528$959.0K0.36%––
Western Financial Corporation4,512$956.0K0.58%––
Alta Wealth Advisors LLC4,510$956.0K0.80%––
Allred Capital Management, LLC4,507$954.9K0.43%––
Rinet Co LLC4,492$952.0K0.19%––
Centric Wealth Management4,493$952.0K0.27%––
Mid Atlantic Financial Management Inc4,490$951.0K0.07%––
Perennial Investment Advisors, LLC4,483$950.0K0.37%––
Geneos Wealth Management Inc.4,098$943.0K0.03%––
Rathbone Brothers plc4,445$942.0K0.01%––
Community Bank & Trust, Waco, Texas4,442$941.0K0.32%––
Amarillo National Bank4,413$935.0K0.24%––
Claraphi Advisory Network, LLC4,374$927.0K0.26%––
Aigen Investment Management, LP4,374$927.0K0.12%––
Quest Capital Management Inc4,363$924.0K0.20%––
Accretive Wealth Partners, LLC4,347$921.0K0.83%––
Financial Advocates Investment Management4,342$920.0K0.07%––
Miracle Mile Advisors, LLC4,326$917.0K0.05%––
DSC Advisors, L.P.4,314$914.0K0.75%––
Ritholtz Wealth Management4,302$911.0K0.08%––
Sargent Investment Group, LLC4,300$911.0K0.24%––
Evoke Wealth, LLC4,301$911.0K0.04%––
Wills Financial Group, Inc.4,292$909.0K0.44%––
AMG National Trust Bank4,287$908.0K0.03%––
WealthStone, Inc.4,285$907.0K0.32%––
Meristem Family Wealth, LLC4,276$906.0K0.18%––
Ashfield Capital Partners, LLC4,259$902.0K0.07%––
Lake Street Advisors Group, LLC4,240$898.0K0.07%––
Dorsey & Whitney Trust CO LLC4,219$896.0K0.09%––
Cornell Pochily Investment Advisors, Inc.4,224$895.0K0.43%––
Pinnacle Wealth Planning Services, Inc.4,218$893.0K0.23%––
Buckley Wealth Management, LLC4,213$893.0K0.33%––
Wealthsource Partners, LLC4,192$888.0K0.09%––
Fulcrum Capital LLC4,192$888.0K0.25%––
Golden Green, Inc.4,193$888.0K0.77%––
Alpha DNA Investment Management LLC4,177$884.0K1.02%––
Rehmann Capital Advisory Group4,178$883.5K0.09%––
Eidelman Virant Capital4,048$883.0K0.36%––
Covenant Partners, LLC4,164$882.0K0.35%––
EP Wealth Advisors, LLC4,153$880.0K0.03%––
Mount Yale Investment Advisors, LLC4,153$880.0K0.12%––
Quadrant Capital Group LLC4,149$879.0K0.14%––
Cim Investment Mangement Inc4,103$869.0K0.27%––
Capital Investment Advisors, LLC4,095$868.0K0.03%––
Professional Planning4,099$868.0K0.42%––
Harfst & Associates, Inc.4,076$863.0K0.26%––
Arete Wealth Advisors, LLC4,031$854.0K0.11%––
Diligent Investors, LLC4,019$852.0K0.31%––
Symphony Financial, Ltd. Co.3,855$852.0K0.23%––
WESPAC Advisors SoCal, LLC4,006$849.0K0.33%––
StoneX Group Inc.4,001$848.0K0.15%––
Koss-Olinger Consulting, LLC3,997$847.0K0.14%––
Essex Financial Services, Inc.3,993$846.0K0.15%––
Wealth Management Associates, Inc.3,979$843.0K0.54%––
Jaffetilchin Investment Partners, LLC3,970$841.0K0.10%––
Riverview Trust Co3,969$841.0K0.94%––
Sage Rhino Capital LLC3,970$841.0K0.28%––
Waldron Private Wealth LLC3,967$840.0K0.06%––
Country Club Trust Company, n.a.3,964$832.0K0.08%––
Carroll Financial Associates, Inc.3,916$829.0K0.05%––
Parker Investment Management, LLC3,911$829.0K0.16%––
Brookfield Asset Management Inc.3,880$822.0K0.00%––
Highlander Capital Management, LLC3,875$821.0K0.43%––
Principle Wealth Partners LLC3,870$820.0K0.10%––
Jupiter Wealth Management LLC3,500$820.0K0.41%––
Westover Capital Advisors, LLC3,867$819.0K0.28%––
Insight Advisors, LLC3,552$817.0K0.26%––
Essex Savings Bank3,764$815.0K0.36%––
Fortem Financial Group, LLC3,840$814.0K0.47%––
Encompass Wealth Advisors, LLC3,728$809.0K0.21%––
Tranquility Partners, LLC3,814$808.0K0.50%––
M&R Capital Management Inc3,795$804.0K0.20%––
Aaron Wealth Advisors3,791$803.0K0.29%––
Lineweaver Wealth Advisors, LLC3,773$799.0K0.28%––
Adams Chetwood Wealth Management LLC3,756$796.0K0.61%––
BFT Financial Group, LLC3,743$793.0K0.22%––
Davis R M Inc3,739$792.0K0.02%––