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; 2,492 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	2,492	$109.5B
Q1 2026	2,696	$137.9B
Q4 2025	2,959	$201.9B
Q3 2025	2,816	$179.8B
Q2 2025	2,960	$210.0B
Q1 2025	2,956	$209.1B
Q4 2024	3,110	$258.7B
Q3 2024	2,657	$209.1B
Q2 2024	2,630	$198.8B
Q1 2024	2,769	$235.7B
Q4 2023	2,601	$204.8B
Q3 2023	2,294	$155.1B
Q2 2023	2,301	$161.7B
Q1 2023	2,183	$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
South Street Advisors LLC	74,719	$15.8M	5.02%	–	–
Beacon Investment Advisory Services, Inc.	74,556	$15.8M	0.69%	–	–
Bokf, NA	73,266	$15.5M	0.28%	–	–
Cornerstone Capital, Inc.	73,217	$15.5M	1.88%	–	–
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	72,913	$15.4M	4.03%	–	–
Pillar Pacific Capital Management LLC	72,266	$15.3M	1.19%	–	–
Kettle Hill Capital Management, LLC	71,862	$15.2M	2.88%	–	–
Oak Associates, Ltd	71,800	$15.2M	0.90%	–	–
Cetera Advisors LLC	71,400	$15.1M	0.42%	–	–
Cerity Partners LLC	71,206	$15.1M	0.36%	–	–
Cadinha & Co LLC	70,955	$15.0M	2.16%	–	–
Putnam Investments LLC	70,641	$15.0M	0.02%	–	–
Fullerton Fund Management Co Ltd.	70,537	$14.9M	1.15%	–	–
Whittier Trust Co	68,956	$14.6M	0.28%	–	–
Sycomore Asset Management	69,129	$14.6M	2.82%	–	–
Moody National Bank Trust Division	68,370	$14.5M	0.34%	–	–
Spearhead Capital Advisors, LLC	68,072	$14.4M	2.13%	–	–
Virginia Retirement Systems Et Al	67,800	$14.4M	0.14%	–	–
Varma Mutual Pension Insurance Co	67,671	$14.3M	0.21%	–	–
Maryland State Retirement & Pension System	67,353	$14.3M	0.50%	–	–
Coronation Fund Managers Ltd.	65,769	$13.9M	0.46%	–	–
Tredje AP-fonden	65,661	$13.9M	0.33%	–	–
Elo Mutual Pension Insurance Co	65,651	$13.9M	0.46%	–	–
Hancock Whitney Corp	64,753	$13.7M	0.47%	–	–
Fulton Breakefield Broenniman LLC	64,272	$13.6M	1.26%	–	–
Davidson Investment Advisors	63,877	$13.5M	1.15%	–	–
Kestra Advisory Services, LLC	63,348	$13.4M	0.17%	–	–
American National Insurance Co	63,254	$13.4M	0.55%	–	–
Shell Asset Management Co	62,938	$13.3M	0.27%	–	–
Equitable Trust Co	62,753	$13.3M	0.99%	–	–
Washington Trust Co	62,010	$13.1M	0.40%	–	–
Old National Bancorp	61,880	$13.1M	0.52%	–	–
Boston Family Office LLC	62,340	$13.1M	0.98%	–	–
Spark Investment Management LLC	61,200	$13.0M	8.69%	–	–
Zacks Investment Management	61,125	$13.0M	0.23%	–	–
Hunt Lane Capital LP	60,000	$12.7M	2.64%	–	–
Atmos Capital Gestao de Recursos Ltda.	59,800	$12.7M	2.74%	–	–
Sit Investment Associates Inc	59,567	$12.6M	0.33%	–	–
Crossmark Global Holdings, Inc.	59,329	$12.6M	0.31%	–	–
Simplex Trading, LLC	58,967	$12.5M	0.70%	–	–
Eagle Global Advisors LLC	58,935	$12.5M	0.92%	–	–
Quilter Plc	58,102	$12.3M	0.39%	–	–
New Mexico Educational Retirement Board	57,286	$12.1M	0.48%	–	–
Rosenblum Silverman Sutton S F Inc	57,073	$12.1M	3.10%	–	–
Lyell Wealth Management, LP	56,922	$12.1M	1.76%	–	–
Louisiana State Employees Retirement System	56,900	$12.1M	0.31%	–	–
Profund Advisors LLC	56,859	$12.0M	0.46%	–	–
Freestone Capital Holdings, LLC	56,272	$11.9M	0.65%	–	–
Bank of the West	55,731	$11.8M	1.33%	–	–
Kentucky Retirement Systems	55,622	$11.8M	0.58%	–	–
AE Wealth Management LLC	54,744	$11.6M	0.12%	–	–
Adell Harriman & Carpenter Inc	54,225	$11.5M	1.39%	–	–
Amalgamated Bank	53,957	$11.4M	0.43%	–	–
Oppenheimer & Co Inc	53,657	$11.4M	0.23%	–	–
University of Notre Dame du Lac	53,660	$11.4M	3.06%	–	–
Vantage Investment Partners, LLC	53,604	$11.4M	0.55%	–	–
Atria Investments LLC	52,954	$11.2M	0.25%	–	–
Banque Cantonale Vaudoise	52,724	$11.2M	0.57%	–	–
Jasper Ridge Partners, L.P.	52,709	$11.2M	0.51%	–	–
Jones Financial Companies LLLP	52,694	$11.2M	0.02%	–	–
Pacer Advisors, Inc.	52,563	$11.1M	0.19%	–	–
Private Advisor Group, LLC	52,552	$11.1M	0.11%	–	–
First Horizon Corp	52,030	$11.0M	1.05%	–	–
Chesley Taft & Associates LLC	49,878	$11.0M	0.66%	–	–
Neville Rodie & Shaw Inc	51,311	$10.9M	0.90%	–	–
Central Trust Co	51,221	$10.9M	0.42%	–	–
Synovus Financial Corp	50,357	$10.7M	0.12%	–	–
Paloma Partners Management Co	50,026	$10.6M	0.31%	–	–
First Sabrepoint Capital Management LP	50,000	$10.6M	3.53%	–	–
Deltec Asset Management LLC	49,980	$10.6M	1.58%	–	–
Congress Asset Management Co	49,683	$10.5M	0.10%	–	–
Achmea Investment Management B.V.	49,124	$10.4M	0.36%	–	–
Lido Advisors, LLC	48,877	$10.4M	0.30%	–	–
Jackson Wealth Management, LLC	48,834	$10.3M	1.55%	–	–
Shufro Rose & Co LLC	48,552	$10.3M	0.82%	–	–
Covington Investment Advisors Inc.	48,526	$10.3M	2.48%	–	–
Roffman Miller Associates Inc	47,952	$10.2M	0.84%	–	–
Gifford Fong Associates	47,621	$10.1M	2.17%	–	–
DuPont Capital Management Corp	47,350	$10.0M	0.24%	–	–
Stillwater Capital Advisors, LLC	47,285	$10.0M	1.82%	–	–
Trybe Capital Management LP	46,384	$9.83M	7.59%	–	–
Sandy Spring Bank	46,209	$9.79M	0.56%	–	–
Progressive Investment Management Corp	45,825	$9.71M	3.42%	–	–
King Wealth	45,711	$9.69M	2.17%	–	–
Thomasville National Bank	66,711	$9.61M	1.79%	–	–
Akaris Global Partners, LP	45,218	$9.58M	9.30%	–	–
Buckingham Capital Management, Inc.	45,123	$9.56M	1.61%	–	–
Erste Asset Management GmbH	44,912	$9.43M	0.23%	–	–
Johnson Investment Counsel Inc	44,234	$9.37M	0.14%	–	–
Mercer Global Advisors Inc	43,830	$9.29M	0.08%	–	–
Perigon Wealth Management, LLC	43,800	$9.28M	0.95%	–	–
Moreno Evelyn V	43,505	$9.22M	2.20%	–	–
Wilbanks Smith & Thomas Asset Management LLC	43,182	$9.15M	0.40%	–	–
KCM Investment Advisors LLC	43,012	$9.11M	0.40%	–	–
Point72 Hong Kong Ltd	42,821	$9.07M	0.73%	–	–
Northstar Asset Management Inc	42,741	$9.06M	2.85%	–	–
Covington Capital Management	42,485	$9.00M	0.39%	–	–
Kemnay Advisory Services Inc.	42,303	$8.96M	1.25%	–	–
Cinctive Capital Management LP	41,879	$8.87M	0.57%	–	–
Oak Ridge Investments LLC	41,811	$8.86M	0.82%	–	–