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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
Vantage Financial Partners Ltd., Inc.3,725$789.0K0.44%––
Sound View Wealth Advisors Group, LLC3,712$786.0K0.18%––
Summit Wealth & Retirement Planning, Inc.3,703$785.0K0.29%––
DFPG Investments, LLC3,545$781.0K0.33%––
Savant Capital, LLC3,676$779.0K0.04%––
Canvas Wealth Advisors, LLC3,404$779.0K0.45%––
Fort Point Capital Partners LLC3,652$774.0K0.18%––
Merit Financial Group, LLC3,638$771.0K0.08%––
SageGuard Financial Group, LLC3,655$770.0K0.36%––
Sullivan, Bruyette, Speros & Blaney, LLC3,625$768.0K0.03%––
Crestwood Advisors Group LLC3,621$767.0K0.02%––
Colonial River Wealth Management, LLC3,621$767.0K0.62%––
Bordeaux Wealth Advisors LLC3,605$764.0K0.53%––
LSV Asset Management3,600$762.0K0.00%––
San Francisco Sentry Investment Group (Ca)3,595$762.0K0.32%––
Buckingham Strategic Wealth, LLC3,592$761.0K0.04%––
Israel Discount Bank of New York3,575$757.0K0.58%––
V2 Financial group LLC3,571$756.6K0.68%––
Ramiah Investment Group3,562$754.7K0.57%––
Shorepoint Capital Partners LLC3,560$754.0K0.40%––
Optas, LLC3,562$754.0K0.24%––
Great Lakes Advisors, LLC3,544$751.0K0.01%––
YHB Investment Advisors, Inc.3,240$751.0K0.07%––
Capital Investment Advisory Services, LLC3,545$751.0K0.11%––
Hilltop Holdings Inc.3,541$750.0K0.10%––
Gerber Kawasaki Wealth & Investment Management3,541$750.0K0.09%––
S&CO Inc3,493$740.0K0.06%––
Standard Family Office LLC3,489$739.0K0.17%––
Integrated Advisors Network LLC3,475$736.0K0.07%––
South Shore Capital Advisors3,468$735.0K0.73%––
SOA Wealth Advisors, LLC.3,445$729.0K0.20%––
Livingston Group Asset Management CO (operating as Southport Capital Management)3,436$728.0K0.19%––
Carnegie Capital Asset Management, LLC3,429$726.0K0.03%––
Glen Eagle Advisors, LLC3,406$721.6K0.25%––
Stonebridge Financial Planning Group, LLC3,152$721.0K0.42%––
TSFG, LLC3,395$719.0K0.37%––
Venturi Wealth Management, LLC3,391$718.0K0.07%––
Coastal Investment Advisors, Inc.3,391$718.0K0.19%––
Legal Advantage Investments, Inc.3,380$716.0K0.54%––
Creative Financial Designs Inc3,364$713.0K0.14%––
Oxford Financial Group Ltd3,352$710.0K0.10%––
Park National Corp3,330$706.0K0.03%––
Robertson Stephens Wealth Management, LLC3,319$703.0K0.11%––
Homrich & Berg3,311$702.0K0.02%––
Golden State Wealth Management, LLC3,310$701.0K0.23%––
Camelot Portfolios, LLC3,299$699.0K0.29%––
Trust Investment Advisors3,269$693.0K0.68%––
Csenge Advisory Group2,991$692.0K0.07%––
IMS Capital Management3,249$688.0K0.43%––
Thomas White International Ltd3,227$684.0K0.10%––
Hoey Investments, Inc3,202$678.0K0.24%––
TLWM3,194$677.0K0.26%––
Highland Private Wealth Management3,189$676.0K0.11%––
BSW Wealth Partners3,156$669.0K0.19%––
Sawtooth Solutions, LLC3,142$666.0K0.15%––
Ropes Wealth Advisors LLC3,088$666.0K0.12%––
Mayflower Financial Advisors, LLC3,144$666.0K0.10%––
Money Concepts Capital Corp3,136$664.0K0.05%––
Optimum Investment Advisors3,124$662.0K0.19%––
RiverGlades Family Offices LLC3,125$662.0K0.54%––
Claro Advisors LLC3,120$661.0K0.33%––
Lindbrook Capital, LLC3,117$660.0K0.15%––
Lumature Wealth Partners, LLC3,116$660.0K0.35%––
Founders Financial Securities LLC3,112$659.0K0.15%––
Global Trust Asset Management, LLC3,109$659.0K0.36%––
WP Advisors, LLC3,100$657.0K0.28%––
Van Leeuwen & Company, LLC3,100$657.0K0.43%––
Sonata Capital Group Inc3,085$654.0K0.31%––
Mission Creek Capital Partners, Inc.3,087$654.0K0.10%––
Clear Perspective Advisors, LLC3,054$647.0K0.25%––
Waypoint Wealth Partners Inc.3,047$646.0K0.47%––
Glenview Trust Co3,046$645.0K0.03%––
Juncture Wealth Strategies, LLC3,064$643.0K0.40%––
SkyView Investment Advisors, LLC3,025$641.0K0.28%––
SFMG, LLC3,013$638.0K0.07%––
Stelac Advisory Services LLC3,011$638.0K0.24%––
Infrastructure Capital Advisors, LLC3,000$636.0K0.19%––
LCM Capital Management Inc3,002$636.0K0.57%––
Smithfield Trust Co2,989$634.0K0.04%––
Sax Wealth Advisors, LLC2,982$632.0K0.23%––
Boenning & Scattergood, Inc.2,962$628.0K0.12%––
Argent Advisors, Inc.2,966$628.0K0.40%––
Cahill Financial Advisors Inc2,935$622.0K0.15%––
Renasant Bank2,934$622.0K0.50%––
9258 Wealth Management, LLC2,932$621.0K0.19%––
Edge Capital Group, LLC2,917$618.0K0.05%––
Shay Capital LLC2,912$617.0K0.17%––
Menard Financial Group LLC2,903$615.0K0.66%––
Berman Capital Advisors, LLC2,901$613.0K0.13%––
M&G Investment Management Ltd2,887$612.0K0.01%––
First Heartland Consultants, Inc.2,885$611.0K0.10%––
MUFG Americas Holdings Corp2,877$610.0K0.01%––
Ameritas Investment Company, LLC2,876$609.3K0.05%––
Tradition Wealth Management, LLC2,874$609.0K0.11%––
Whitener Capital Management, Inc.2,865$607.0K0.26%––
Bellecapital International Ltd.2,864$607.0K0.19%––
Beaumont Financial Partners, LLC2,861$606.0K0.05%––
Resources Investment Advisors, LLC.2,857$605.0K0.03%––
Brandywine Oak Private Wealth LLC2,841$601.0K0.09%––
FineMark National Bank & Trust2,817$597.0K0.03%––