Skip to main content

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
Davenport & Co LLC2,143$454.0K0.00%––
Aevitas Wealth Management, Inc.2,139$453.0K0.32%––
Hemenway Trust Co LLC2,119$449.0K0.05%––
Bristlecone Advisors, LLC2,083$441.0K0.07%––
Am Investment Strategies LLC2,081$441.0K0.12%––
Drexel Morgan & Co.2,075$440.0K0.11%––
Occidental Asset Management, LLC2,058$436.0K0.13%––
James Hambro & Partners2,050$435.0K0.04%––
Reynders McVeigh Capital Management, LLC2,039$432.0K0.03%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,034$431.0K0.03%––
Archer Investment Corp2,025$429.0K0.18%––
Farmers & Merchants Trust Co of Long Beach2,012$427.0K0.14%––
Truvestments Capital LLC2,015$427.0K0.24%––
Banco BTG Pactual S.A.2,012$426.0K0.18%––
Accel Wealth Management2,008$425.0K0.34%––
Anchor Investment Management, LLC2,004$424.6K0.06%––
Parthenon LLC2,000$424.0K0.07%––
Alley Co LLC2,000$424.0K0.08%––
Oak Grove Capital LLC2,000$424.0K0.12%––
Close Asset Management Ltd1,998$424.0K0.02%––
BW Gestao de Investimentos Ltda.2,000$423.7K0.12%––
Resource Management, LLC1,997$423.0K0.05%––
Copperwynd Financial, LLC1,991$422.0K0.19%––
TCG Advisory Services, LLC1,991$422.0K0.13%––
First National Bank of Hutchinson1,986$421.0K0.21%––
Pinnacle Bancorp, Inc.1,988$421.0K0.20%––
Garner Asset Management Corp1,989$421.0K0.22%––
North American Management Corp1,981$419.7K0.06%––
First Quadrant L P1,974$418.0K0.04%––
Valley Brook Capital Group1,939$417.0K0.38%––
Focus Financial Network, Inc.1,968$417.0K0.05%––
Jackson, Grant Investment Advisers, Inc.1,955$414.0K0.19%––
DeDora Capital, Inc.1,954$414.0K0.20%––
Gabelli Funds LLC1,950$413.0K0.00%––
Polar Asset Management Partners Inc.1,951$413.0K0.01%––
Baldwin Brothers Inc1,942$411.0K0.05%––
Cutler Group LP1,940$411.0K0.03%––
Vontobel Swiss Wealth Advisors AG1,942$411.0K0.23%––
Connecticut Wealth Management, LLC1,940$411.0K0.04%––
Gyon Technologies Capital Management, LP1,942$411.0K0.18%––
Good Life Advisors, LLC1,944$410.0K0.08%––
Hyperion Capital Advisors LP1,934$410.0K0.13%––
Silvercrest Asset Management Group LLC1,912$405.0K0.00%––
Hayden Royal, LLC1,913$405.0K0.23%––
Cardan Capital Partners, LLC1,912$405.0K0.05%––
Interchange Capital Partners, LLC1,868$405.0K0.22%––
Cubic Asset Management, LLC1,900$403.0K0.11%––
Crestline Management, LP1,900$403.0K0.05%––
LBMC Investment Advisors, LLC1,896$402.0K0.04%––
Saturna Capital CORP1,883$399.0K0.01%––
Tradewinds Capital Management, LLC1,877$398.0K0.08%––
Parkside Financial Bank & Trust1,872$396.0K0.12%––
Magnus Financial Group LLC1,856$393.0K0.09%––
Palisade Capital Management LLC1,850$392.0K0.01%––
Regent Peak Wealth Advisors LLC1,853$392.0K0.13%––
Islay Capital Management, LLC1,847$391.0K0.32%––
Magellan Asset Management Ltd1,835$389.0K0.00%––
First Citizens Bank & Trust Co1,836$388.0K0.02%––
Boyd Watterson Asset Management LLC1,830$388.0K0.17%––
Fieldpoint Private Securities, LLC1,820$386.0K0.09%––
Convergence Investment Partners, LLC1,809$383.0K0.18%––
Fort Sheridan Advisors LLC1,810$383.0K0.15%––
GSB Wealth Management, LLC1,810$383.0K0.13%––
Heritage Wealth Advisors1,803$382.0K0.02%––
Balentine LLC1,802$382.0K0.02%––
Appleton Partners Inc1,798$381.0K0.04%––
Sustainable Insight Capital Management, LLC1,789$379.0K0.25%––
State of Wyoming1,791$379.0K0.62%––
Dougherty Wealth Advisers LLC1,760$373.0K0.56%––
Financial Avengers, Inc.1,761$373.0K0.28%––
Mattern Wealth Management LLC1,750$371.0K0.13%––
Balasa Dinverno & Foltz LLC1,744$370.0K0.03%––
Vicus Capital1,745$370.0K0.04%––
Sonora Investment Management, LLC1,722$365.0K0.03%––
Prestige Wealth Management Group LLC1,715$363.0K0.10%––
McDonald Partners LLC1,707$362.0K0.09%––
Frisch Financial Group, Inc.1,712$362.0K0.12%––
KC Investment Advisors, LLC1,705$361.0K0.33%––
Meridian Investment Counsel Inc.1,700$360.0K0.14%––
Two Sigma Securities, LLC1,694$359.0K0.08%––
WBH Advisory Inc1,692$358.0K0.06%––
Caxton Corp1,690$358.0K0.23%––
Unigestion Holding SA1,674$355.0K0.01%––
Clare Market Investments LLC1,670$353.8K0.13%––
Advisors Capital Management, LLC1,668$353.0K0.01%––
Newbridge Financial Services Group, Inc.1,667$353.0K0.26%––
New Jersey Better Educational Savings Trust1,656$351.0K0.77%––
Strategic Wealth Partners, Ltd.1,650$350.0K0.14%––
Curated Wealth Partners LLC1,653$350.0K0.22%––
Dohj, LLC1,648$349.0K0.20%––
Midwest Professional Planners, LTD.2,419$348.0K0.35%––
Childress Capital Advisors, LLC1,640$347.0K0.16%––
Cobblestone Capital Advisors LLC1,632$346.0K0.03%––
Rockland Trust Co1,632$345.0K0.02%––
Pathway Financial Advisors LLC1,532$343.0K0.14%––
Mengis Capital Management, Inc.1,611$341.0K0.08%––
Summit X, LLC1,601$339.0K0.09%––
Kavar Capital Partners Group, LLC1,599$339.0K0.09%––
Tompkins Financial Corp1,593$338.0K0.06%––
Brookstone Capital Management1,577$334.0K0.01%––