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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; 2,492 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
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: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 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 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$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
Whittier Trust Co of Nevada Inc28,189$5.97M0.27%––
Flputnam Investment Management Co27,847$5.90M0.26%––
Garde Capital, Inc.27,686$5.87M0.68%––
IndexIQ Advisors LLC27,550$5.84M0.21%––
Arrow Financial Corp27,277$5.78M0.77%––
Private Asset Management Inc27,158$5.75M0.81%––
Voya Financial Advisors, Inc.27,394$5.75M0.23%––
Boston Common Asset Management, LLC27,130$5.75M0.36%––
Ziegler Capital Management, LLC27,002$5.72M0.18%––
Regentatlantic Capital LLC26,979$5.72M0.19%––
Peloton Wealth Strategists26,900$5.70M2.68%––
TIG Advisors, LLC26,812$5.68M0.22%––
Advisory Services Network, LLC26,661$5.65M0.21%––
Capula Management Ltd26,593$5.63M1.18%––
FWL Investment Management, LLC26,562$5.63M3.79%––
Independent Financial Group, LLC26,492$5.61M0.73%––
National Asset Management, Inc.26,347$5.59M0.20%––
TCF National Bank26,227$5.56M0.63%––
Nelson Capital Management, LLC25,953$5.50M1.18%––
Everence Capital Management Inc25,787$5.46M0.50%––
AXS Investments LLC25,747$5.46M1.94%––
Clearline Capital LP25,706$5.45M0.95%––
Knights of Columbus Asset Advisors LLC25,616$5.43M0.53%––
Broadleaf Partners, LLC25,558$5.42M2.04%––
Kentucky Retirement Systems Insurance Trust Fund25,460$5.39M0.58%––
Level Four Advisory Services, LLC25,403$5.38M0.42%––
Sitrin Capital Management LLC25,385$5.38M2.55%––
Precept Management LLC25,000$5.30M6.09%––
Advisor Partners LLC24,905$5.28M0.38%––
PEAK6 Investments LLC24,895$5.28M0.14%––
Permanens Capital L.P.24,889$5.27M1.08%––
Kornitzer Capital Management Inc24,667$5.23M0.08%––
Connor, Clark & Lunn Investment Management Ltd.24,664$5.23M0.03%––
Jag Capital Management, LLC24,526$5.20M0.46%––
Kestra Private Wealth Services, LLC24,463$5.18M0.36%––
Oak Harvest Investment Services24,405$5.17M1.98%––
Chemung Canal Trust Co24,343$5.16M1.03%––
Executive Wealth Management, LLC24,085$5.10M0.60%––
GAM Holding AG23,966$5.08M0.24%––
Mizuho Securities USA LLC23,846$5.05M0.48%––
Meridian Management Co23,636$5.01M1.56%––
Peapack Gladstone Financial Corp23,563$4.99M0.13%––
Alerus Financial NA23,550$4.99M0.53%––
Harbour Capital Advisors, LLC23,545$4.99M1.47%––
Karp Capital Management Corp23,136$4.90M0.89%––
Valeo Financial Advisors, LLC69,277$4.88M0.23%––
Redpoint Investment Management Pty Ltd22,890$4.85M0.41%––
Captrust Financial Advisors22,818$4.83M0.05%––
Elite Wealth Management, Inc.22,813$4.83M2.50%––
First Hawaiian Bank22,790$4.83M0.21%––
Prelude Capital Management, LLC22,581$4.78M0.33%––
Twin Capital Management Inc22,472$4.76M0.47%––
Murphy Capital Management Inc22,392$4.74M0.60%––
HRT Financial LP22,373$4.74M0.05%––
Venture Visionary Partners LLC22,099$4.68M0.39%––
IMC-Chicago, LLC22,056$4.67M0.45%––
Orion Portfolio Solutions, LLC21,966$4.65M0.20%––
Livforsakringsbolaget Skandia, Omsesidigt21,917$4.64M0.32%––
Caldwell Trust Co21,885$4.64M0.65%––
Bel Air Investment Advisors LLC21,879$4.64M0.15%––
Brighton Jones LLC21,806$4.62M0.27%––
Bessemer Group Inc21,710$4.60M0.01%––
Mark Stevens21,686$4.59M0.52%––
South State Corp.21,653$4.59M0.43%––
YorkBridge Wealth Partners, LLC21,643$4.59M1.36%––
GPS Wealth Strategies Group, LLC21,587$4.57M1.35%––
RB Capital Management, LLC21,424$4.54M2.00%––
Knuff & Co LLC21,326$4.52M1.93%––
Dash Acquisitions Inc.21,300$4.51M2.96%––
Benjamin F. Edwards & Company, Inc.21,286$4.51M0.24%––
Baker Tilly Wealth Management, LLC21,232$4.50M0.92%––
Avantax Advisory Services, Inc.21,203$4.50M0.10%––
HighPoint Advisor Group LLC19,430$4.49M0.52%––
Siemens Fonds Invest GmbH21,125$4.48M0.43%––
Coastal Investment Management, L.P.21,000$4.45M7.74%––
Wetherby Asset Management Inc20,947$4.44M0.34%––
Pinnacle Financial Partners Inc20,928$4.43M0.20%––
Checchi Capital Advisers, LLC20,921$4.43M0.60%––
W.G. Shaheen & Associates DBA Whitney & Co20,907$4.43M0.78%––
D.A. Davidson & Co.20,889$4.43M0.06%––
Steel Peak Wealth Management LLC20,881$4.42M0.36%––
Motley Fool Asset Management LLC20,810$4.41M0.32%––
Jackson Square Capital, LLC20,730$4.39M1.68%––
Trust Co of Kansas20,700$4.39M2.87%––
Blueshift Asset Management, LLC20,677$4.38M0.45%––
Jefferies Group LLC20,657$4.38M0.10%––
ICICI Prudential Asset Management Co Ltd20,840$4.38M2.25%––
Salem Investment Counselors Inc20,619$4.37M0.27%––
Surevest, LLC20,543$4.35M1.32%––
Sumitomo Life Insurance Co20,524$4.35M0.17%––
Tiedemann Advisors, LLC20,525$4.35M0.19%––
Allstate Corp20,469$4.34M0.14%––
FRG Family Wealth Advisors LLC20,389$4.32M0.88%––
WoodTrust Financial Corp20,312$4.30M1.27%––
Bray Capital Advisors20,273$4.29M1.18%––
Marietta Wealth Management, LLC20,233$4.29M1.07%––
Chapman Investment Management, LLC20,140$4.27M2.69%––
Belpointe Asset Management LLC20,092$4.26M0.36%––
Marks Group Wealth Management, Inc20,052$4.26M0.63%––
Blue Zone Wealth Advisors, LLC20,062$4.25M1.81%––