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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
First National Bank2,804$594.0K0.59%––
Octavia Wealth Advisors, LLC2,805$594.0K0.18%––
Altfest L J & Co Inc2,779$589.0K0.14%––
Qtron Investments LLC2,781$589.0K0.16%––
Hellman Jordan Management Co Inc2,776$588.0K0.85%––
Redwood Investments, LLC2,771$587.0K0.05%––
AdvisorNet Financial, Inc2,770$587.0K0.04%––
Prudent Man Advisors, LLC2,771$587.0K0.25%––
Mather Group, LLC.2,767$586.0K0.02%––
Oder Investment Management, LLC2,755$584.0K0.80%––
Cornerstone Wealth Management, LLC2,754$583.0K0.07%––
Mizuho Securities Co. Ltd.2,739$580.0K0.12%––
Financial Architects, Inc2,714$575.0K0.09%––
Laurel Wealth Advisors, Inc.2,709$574.0K0.09%––
Allworth Financial LP2,705$573.0K0.01%––
Stratos Wealth Advisors, LLC2,698$572.0K0.06%––
Stokes Family Office, LLC2,488$567.0K0.09%––
Tuttle Tactical Management2,672$566.0K0.22%––
Proequities, Inc.2,664$564.0K0.04%––
Conway Capital Management, Inc.2,655$562.5K0.42%––
Exencial Wealth Advisors, LLC2,654$562.0K0.03%––
Princeton Capital Management LLC2,629$557.0K0.19%––
Visionary Wealth Advisors2,622$556.0K0.06%––
Wealthgate Family Office, LLC2,623$556.0K0.76%––
Gradient Investments LLC2,622$555.0K0.02%––
Tarbox Family Office, Inc.2,614$554.0K0.11%––
Sunflower Bank, N.A.2,616$554.0K0.09%––
Evermay Wealth Management LLC2,610$553.0K0.11%––
First Pacific Financial2,611$553.0K0.34%––
Marcum Wealth, LLC2,594$550.0K0.09%––
Graypoint LLC2,598$550.0K0.08%––
Proficio Capital Partners LLC2,591$549.0K0.07%––
Paradigm Financial Partners, LLC2,581$547.0K0.15%––
Citizens Financial Group Inc2,575$546.0K0.03%––
Crumly & Associates Inc.2,562$543.0K0.32%––
Associated Banc-Corp3,752$540.0K0.03%––
Patron Partners Advisors, LLC2,547$539.0K0.46%––
InterOcean Capital Group, LLC2,522$534.0K0.03%––
First Horizon Advisors, Inc.2,516$533.0K0.03%––
Fairfield, Bush & Co.2,507$531.0K0.15%––
Cooper Financial Group2,508$531.0K0.12%––
Calton & Associates, Inc.2,498$529.0K0.10%––
Capital Advisory Group Advisory Services, LLC2,498$529.0K0.21%––
Budros, Ruhlin & Roe, Inc.2,492$528.0K0.06%––
McDaniel Terry & Co2,489$527.0K0.06%––
CPWM, LLC2,471$524.0K0.05%––
One Capital Management, LLC2,471$523.0K0.06%––
First Financial Corp2,455$520.0K0.36%––
Key Financial Inc2,451$519.0K0.34%––
Running Point Capital Advisors, LLC2,450$519.0K0.29%––
First Nebraska Trust Co2,427$514.2K0.07%––
Garrett Investment Advisors LLC2,426$514.0K0.18%––
TFG Advisers LLC2,402$509.0K0.26%––
Harvey Capital Management Inc2,400$508.0K0.18%––
Marathon Trading Investment Management LLC2,400$508.0K0.32%––
Baxter Bros Inc2,392$507.0K0.09%––
Gamble Jones Investment Counsel2,385$505.0K0.03%––
Oxinas Partners Wealth Management LLC2,358$500.0K0.32%––
Tennessee Valley Asset Management Partners2,350$498.0K0.13%––
David J Yvars Group2,350$498.0K0.32%––
Adviser Investments LLC2,346$497.0K0.04%––
Andesa Financial Management Inc.2,348$497.0K0.16%––
Kerntke Otto McGlone Wealth Management Group2,345$497.0K0.26%––
Asset Dedication, LLC2,311$494.0K0.11%––
Ancora Advisors, LLC2,315$490.0K0.01%––
Catalyst Private Wealth, LLC2,315$490.0K0.34%––
Atticus Wealth Management, LLC2,306$489.0K0.23%––
Nikulski Financial, Inc.2,305$488.0K0.25%––
Sequent Asset Management, LLC2,296$487.0K0.30%––
Parkside Advisors LLC2,299$487.0K0.17%––
Glenview State Bank Trust Dept.2,300$487.0K0.16%––
G&S Capital LLC2,289$485.0K0.28%––
Silicon Hills Wealth Management, LLC2,290$485.0K0.44%––
IFG Advisory, LLC2,274$481.0K0.06%––
Keel Point, LLC2,266$480.0K0.05%––
Delta Investment Management, LLC2,258$478.0K0.15%––
West Oak Capital, LLC2,245$476.0K0.20%––
Fayez Sarofim & Co2,240$475.0K0.00%––
WealthBridge Capital Management, LLC2,240$475.0K0.19%––
Hengehold Capital Management LLC2,239$474.0K0.07%––
Kore Private Wealth LLC2,231$473.0K0.06%––
Texas Yale Capital Corp.2,224$471.0K0.03%––
Penserra Capital Management LLC2,224$471.0K0.01%––
Ellevest, Inc.2,219$470.0K0.06%––
Symmetry Partners, LLC2,218$470.0K0.03%––
Eudaimonia Partners, LLC2,216$470.0K0.10%––
XML Financial, LLC2,206$467.0K0.11%––
Clarity Financial LLC2,204$467.0K0.09%––
ETF Managers Group, LLC2,221$466.0K0.01%––
Gsa Capital Partners LLP2,193$465.0K0.08%––
Smith, Salley & Associates2,189$464.0K0.04%––
Magnolia Capital Advisors LLC2,178$461.0K0.91%––
Geller Advisors LLC2,167$459.0K0.11%––
Vivid Financial Management, Inc.2,157$457.0K0.21%––
Boston Financial Mangement LLC2,154$456.0K0.02%––
AIA Group Ltd2,154$456.0K0.07%––
Edgestream Partners, L.P.2,152$456.0K0.03%––
Financial Advisory Service, Inc.2,150$456.0K0.05%––
IFG Advisors, LLC2,153$456.0K0.25%––
Sutton Wealth Advisors Inc.2,147$454.9K0.18%––