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
CFM Wealth Partners LLC	41,722	$8.84M	2.67%	–	–
Northwestern Mutual Investment Management Company, LLC	41,605	$8.81M	0.15%	–	–
Keybank National Association	41,406	$8.77M	0.04%	–	–
Swarthmore Group Inc	41,394	$8.77M	2.40%	–	–
Commerce Bank	40,881	$8.66M	0.07%	–	–
Kinneret Advisory, LLC	40,882	$8.66M	1.11%	–	–
Huntington National Bank	40,626	$8.61M	0.10%	–	–
BBVA USA Bancshares, Inc.	40,572	$8.60M	0.41%	–	–
Cubist Systematic Strategies, LLC	40,405	$8.56M	0.11%	–	–
First National Trust Co	40,371	$8.55M	0.56%	–	–
Independent Advisor Alliance	40,270	$8.53M	0.51%	–	–
Highland Capital Management, LLC	40,078	$8.49M	0.52%	–	–
Allen Investment Management LLC	39,892	$8.45M	0.13%	–	–
Cohen Klingenstein LLC	39,713	$8.41M	0.39%	–	–
Bank Hapoalim BM	39,485	$8.37M	1.06%	–	–
Edge Wealth Management LLC	39,380	$8.34M	1.77%	–	–
Moors & Cabot, Inc.	39,165	$8.28M	0.63%	–	–
Gardner Lewis Asset Management L P	38,940	$8.25M	1.48%	–	–
Parsons Capital Management Inc	38,850	$8.23M	0.67%	–	–
Roosevelt Investment Group LLC	38,537	$8.16M	0.54%	–	–
Xcel Wealth Management, LLC	38,502	$8.16M	2.91%	–	–
Sand Hill Global Advisors, LLC	38,322	$8.12M	0.53%	–	–
Azimuth Capital Management LLC	38,305	$8.12M	0.38%	–	–
Wedbush Securities Inc	38,160	$8.09M	0.45%	–	–
Vancity Investment Management Ltd	37,920	$8.03M	1.48%	–	–
Crossvault Capital Management LLC	37,634	$7.97M	2.84%	–	–
MUFG Securities EMEA plc	37,581	$7.96M	0.07%	–	–
Hexavest Inc.	36,829	$7.80M	0.35%	–	–
Sequoia Financial Advisors, LLC	36,723	$7.78M	0.33%	–	–
Autus Asset Management, LLC	36,634	$7.76M	0.91%	–	–
Sigma Planning Corp	36,561	$7.75M	0.25%	–	–
E. Ohman J:or Asset Management AB	36,450	$7.72M	0.28%	–	–
Baltimore-Washington Financial Advisors, Inc.	36,261	$7.68M	0.78%	–	–
Evercore Wealth Management, LLC	36,082	$7.64M	0.15%	–	–
Ally Financial Inc.	36,000	$7.63M	0.73%	–	–
AAFMAA Wealth Management & Trust LLC	35,952	$7.62M	3.66%	–	–
Rothschild Investment Corp	35,844	$7.59M	0.65%	–	–
Spire Wealth Management	36,926	$7.58M	0.20%	–	–
Grassi Investment Management	35,583	$7.54M	0.85%	–	–
Motco	35,362	$7.49M	0.53%	–	–
Marco Investment Management LLC	35,075	$7.43M	0.97%	–	–
Prospera Financial Services Inc	34,838	$7.38M	0.44%	–	–
Codex Capital, L.L.C.	34,550	$7.33M	4.57%	–	–
E Fund Management Co., Ltd.	34,497	$7.31M	0.60%	–	–
Stratos Wealth Partners, LTD.	34,479	$7.30M	0.20%	–	–
Nippon Life Global Investors Americas, Inc.	34,290	$7.26M	0.40%	–	–
Alexandria Capital, LLC	34,029	$7.21M	0.73%	–	–
Calamos Wealth Management LLC	33,882	$7.18M	0.59%	–	–
Sepio Capital, LP	33,882	$7.18M	0.67%	–	–
Exchange Capital Management, Inc.	33,817	$7.17M	1.48%	–	–
O'Shares Investment Advisers, LLC	33,746	$7.15M	0.53%	–	–
Gotham Asset Management, LLC	33,654	$7.13M	0.32%	–	–
Capital Fund Management S.A.	33,619	$7.12M	0.24%	–	–
Hudson Valley Investment Advisors Inc	33,358	$7.07M	1.26%	–	–
Cypress Capital Group	33,000	$6.99M	0.99%	–	–
Scholtz & Company, LLC	32,988	$6.99M	2.66%	–	–
Cigna Investments Inc	32,818	$6.95M	0.48%	–	–
Foster Victor Wealth Advisors, LLC	29,899	$6.94M	1.29%	–	–
Harbor Investment Advisory, LLC	32,708	$6.93M	1.04%	–	–
Novare Capital Management LLC	32,647	$6.92M	0.83%	–	–
Northstar Investment Advisors LLC	32,504	$6.89M	1.00%	–	–
St Germain D J Co Inc	32,382	$6.86M	0.46%	–	–
Fiduciary Group LLC	29,681	$6.84M	0.83%	–	–
Mizuho Markets Cayman LP	32,138	$6.81M	0.96%	–	–
Alpha Cubed Investments, LLC	32,114	$6.80M	0.53%	–	–
Cambridge Financial Group, Inc.	32,099	$6.80M	3.00%	–	–
Webster Bank, N. A.	32,057	$6.79M	0.77%	–	–
Cetera Advisor Networks LLC	31,938	$6.77M	0.14%	–	–
Cozad Asset Management Inc	31,542	$6.68M	1.09%	–	–
Advisors Asset Management, Inc.	31,525	$6.68M	0.10%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	31,426	$6.66M	0.67%	–	–
Parallel Advisors, LLC	31,393	$6.65M	0.31%	–	–
Tiaa, FSB	31,266	$6.62M	0.02%	–	–
De Burlo Group Inc	31,157	$6.60M	1.18%	–	–
Trust Co of Vermont	31,123	$6.59M	0.49%	–	–
Means Investment Co., Inc.	30,890	$6.54M	1.49%	–	–
TPI Fund Managers Ltd	30,805	$6.53M	1.02%	–	–
Raymond James Trust N.A.	30,783	$6.52M	0.23%	–	–
Douglass Winthrop Advisors, LLC	30,488	$6.46M	0.17%	–	–
Wealthfront Advisers LLC	30,417	$6.44M	0.03%	–	–
Brewin Dolphin Ltd	30,389	$6.44M	0.35%	–	–
Unio Capital LLC	30,268	$6.41M	3.04%	–	–
IBM Retirement Fund	29,871	$6.33M	0.45%	–	–
Aj Wealth Strategies, LLC	29,800	$6.31M	0.45%	–	–
RPG Investment Advisory, LLC	29,642	$6.28M	1.12%	–	–
Prentiss Smith & Co Inc	29,502	$6.25M	3.21%	–	–
Quinn Opportunity Partners LLC	29,500	$6.25M	0.40%	–	–
Wealthspire Advisors, LLC	29,444	$6.24M	0.15%	–	–
Lee Capital Holdings LLC	29,410	$6.23M	2.85%	–	–
BP PLC	29,155	$6.18M	0.22%	–	–
SP Asset Management	28,284	$6.14M	0.76%	–	–
Morningstar Investment Services LLC	29,188	$6.13M	0.08%	–	–
ACG Wealth	28,769	$6.09M	0.81%	–	–
Meeder Asset Management Inc	28,687	$6.05M	0.31%	–	–
Cetera Investment Advisers	28,550	$6.05M	0.12%	–	–
Dowling & Yahnke LLC	28,430	$6.02M	0.41%	–	–
BI Asset Management Fondsmaeglerselskab A/S	28,412	$6.02M	0.24%	–	–
NewEdge Wealth, LLC	28,355	$6.01M	0.60%	–	–
Nixon Peabody Trust Co	28,313	$6.00M	2.43%	–	–
Wellington Shields Capital Management, LLC	28,203	$5.97M	0.57%	–	–