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
Fiduciary Trust Co	20,038	$4.25M	0.09%	–	–
World Asset Management Inc	18,418	$4.24M	0.38%	–	–
Cordatus Wealth Management LLC	19,873	$4.21M	1.61%	–	–
Pathstone Family Office, LLC	19,769	$4.19M	0.14%	–	–
RNC Capital Management LLC	19,745	$4.18M	0.24%	–	–
Avestar Capital, LLC	17,650	$4.18M	0.93%	–	–
Cohen Lawrence B	19,712	$4.18M	2.26%	–	–
Landsberg, Bennett, & Dubbaneh LLC	19,049	$4.17M	0.60%	–	–
Illinois Municipal Retirement Fund	19,537	$4.14M	0.18%	–	–
Union Bancaire Privee Asset Management LLC	19,467	$4.12M	2.18%	–	–
Mirador Capital Partners LP	19,383	$4.11M	1.05%	–	–
Monetary Management Group Inc	19,367	$4.10M	1.31%	–	–
Whalerock Point Partners, LLC	19,342	$4.10M	1.80%	–	–
Federation des caisses Desjardins du Quebec	19,299	$4.09M	0.05%	–	–
Westwood Management Corp	19,200	$4.07M	0.36%	–	–
Transform Wealth, LLC	19,019	$4.03M	0.81%	–	–
Strategic Wealth Advisors Group, LLC	18,928	$4.01M	0.21%	–	–
Kiwi Wealth Investments Limited Partnership	18,882	$4.00M	0.23%	–	–
Tudor Investment Corp Et Al	18,824	$3.99M	0.09%	–	–
Bradley & Co. Private Wealth Management, LLC	18,801	$3.98M	3.68%	–	–
Shikiar Asset Management Inc	18,562	$3.93M	1.33%	–	–
Kovack Advisors, Inc.	18,543	$3.93M	0.51%	–	–
Northwest & Ethical Investments L.P.	18,453	$3.91M	0.14%	–	–
Girard Partners Ltd.	18,405	$3.90M	0.56%	–	–
Consolidated Investment Group LLC	18,400	$3.90M	0.86%	–	–
Private Wealth Partners, LLC	18,387	$3.90M	0.41%	–	–
Iowa State Bank	18,378	$3.89M	1.17%	–	–
Banco de Sabadell, S.A	18,410	$3.88M	0.40%	–	–
Birinyi Associates Inc	18,300	$3.88M	1.48%	–	–
Icon Wealth Partners, LLC	18,201	$3.86M	0.48%	–	–
Wealthstreet Investment Advisors, LLC	18,167	$3.85M	0.38%	–	–
Cresset Asset Management, LLC	18,103	$3.84M	0.06%	–	–
Andra AP-fonden	18,100	$3.83M	0.08%	–	–
Kapitalo Investimentos Ltda	18,014	$3.82M	4.79%	–	–
Corient Capital Partners, LLC	17,973	$3.81M	0.33%	–	–
Spinnaker Trust	17,942	$3.80M	0.29%	–	–
Mitchell Capital Management Co	17,914	$3.79M	0.93%	–	–
Dana Investment Advisors, Inc.	17,825	$3.78M	0.17%	–	–
CMH Wealth Management LLC	17,763	$3.76M	1.42%	–	–
Arthur M. Cohen & Associates, LLC	17,657	$3.74M	0.86%	–	–
GWM Advisors LLC	17,637	$3.74M	0.11%	–	–
QS Investors, LLC	17,622	$3.73M	0.04%	–	–
HBW Advisory Services LLC	17,472	$3.70M	0.99%	–	–
Telemus Capital, LLC	16,759	$3.69M	0.25%	–	–
Silvant Capital Management LLC	17,377	$3.68M	0.63%	–	–
Ocean Capital Management, LLC	17,263	$3.67M	1.76%	–	–
Vestcor Inc	17,097	$3.62M	0.14%	–	–
Pinnacle Associates Ltd	17,089	$3.62M	0.07%	–	–
Mathes Company, Inc.	17,074	$3.62M	1.40%	–	–
Cohen Capital Management, Inc.	17,046	$3.61M	0.66%	–	–
Alps Advisors Inc	17,008	$3.60M	0.04%	–	–
Trust Co of Toledo NA	16,966	$3.60M	0.65%	–	–
Azzad Asset Management Inc	16,937	$3.59M	0.59%	–	–
Oribel Capital Management, LP	16,900	$3.58M	0.68%	–	–
Jump Financial, LLC	16,891	$3.58M	0.33%	–	–
Vestmark Advisory Solutions, Inc.	16,787	$3.56M	0.32%	–	–
Gateway Advisory, LLC	16,711	$3.54M	0.90%	–	–
Security National Trust Co	16,695	$3.54M	0.83%	–	–
Veritable, L.P.	16,675	$3.53M	0.06%	–	–
Sowell Financial Services LLC	16,068	$3.50M	0.12%	–	–
Hohimer Wealth Management, LLC	16,514	$3.50M	0.85%	–	–
Fragasso Group Inc.	16,491	$3.49M	0.49%	–	–
Hixon Zuercher, LLC	16,484	$3.49M	2.31%	–	–
Bremer Bank National Association	16,431	$3.48M	0.80%	–	–
Ethic Inc.	16,398	$3.47M	0.62%	–	–
Bouvel Investment Partners, LLC	16,303	$3.45M	2.22%	–	–
Pegasus Asset Management, Inc.	16,255	$3.44M	1.75%	–	–
Cabot Wealth Management Inc	16,228	$3.44M	0.49%	–	–
Lockheed Martin Investment Management Co	16,226	$3.44M	0.18%	–	–
Leverage Partners Absolute Return Fund SPC	16,200	$3.43M	2.74%	–	–
First Interstate Bank	16,185	$3.43M	0.41%	–	–
Toroso Investments, LLC	16,153	$3.42M	0.16%	–	–
Roundview Capital LLC	16,148	$3.42M	0.43%	–	–
Summit Trail Advisors, LLC	16,074	$3.41M	0.37%	–	–
KMG Fiduciary Partners, LLC	16,023	$3.40M	0.66%	–	–
Gladius Capital Management LP	16,009	$3.39M	0.77%	–	–
Cornerstone Advisors, LLC	16,000	$3.39M	0.30%	–	–
Kentucky Farm Bureau Mutual Insurance Co	16,000	$3.39M	1.04%	–	–
Meiji Yasuda Asset Management Co Ltd.	15,997	$3.39M	0.25%	–	–
Compagnie Lombard Odier SCmA	15,992	$3.39M	0.07%	–	–
Great Valley Advisor Group, Inc.	15,937	$3.38M	0.32%	–	–
AlphaCrest Capital Management LLC	15,931	$3.38M	0.19%	–	–
Security National Bank	15,912	$3.37M	0.99%	–	–
Frontier Wealth Management LLC	15,876	$3.36M	0.26%	–	–
Colony Group LLC	15,834	$3.35M	0.07%	–	–
Birch Hill Investment Advisors LLC	15,732	$3.33M	0.19%	–	–
Mirova	15,721	$3.33M	0.40%	–	–
Nwam LLC	15,687	$3.32M	0.33%	–	–
V Wealth Advisors LLC	15,673	$3.32M	0.61%	–	–
Gemmer Asset Management LLC	15,624	$3.31M	0.52%	–	–
Absoluto Partners Gestao de Recursos Ltda	15,624	$3.31M	0.48%	–	–
Shelton Capital Management	15,597	$3.31M	0.12%	–	–
Simmons Bank	15,593	$3.30M	0.25%	–	–
Meyer Handelman Co	15,502	$3.29M	0.14%	–	–
Schmidt P J Investment Management Inc	14,016	$3.29M	0.69%	–	–
Tamar Securities, LLC	15,497	$3.28M	1.27%	–	–
VisionPoint Advisory Group, LLC	15,460	$3.28M	1.57%	–	–
Dillon & Associates Inc	15,448	$3.27M	0.70%	–	–
ICONIQ Capital, LLC	15,430	$3.27M	0.04%	–	–
Plimoth Trust Co LLC	15,374	$3.26M	0.96%	–	–