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Livermore
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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; 2,491 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, Q2 2021

Institutional positions in Salesforce, Inc. as of Jun 30, 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
2,071
+108 vs. Q1 2021
Shares held
728.9M
+21.1M (+3.0%) vs. Q1 2021
Total value
$178.1B
+$28.1B (+18.7%) vs. Q1 2021
New holders
214
945 more added
Sold out
106
684 more reduced

26 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 2,071 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: 2,491 institutions
Value heldQ2 2021: $178.1B
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 20262,491$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, Q2 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2021.

Institutions holding CRM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Providence Capital Advisors, LLC1$00.00%−160−99.4%Reduced
Kelly Financial Services LLC9,527$390.00%+9,360+5,604.8%Added
USA Financial Portformulas Corp4$1.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC5$1.00K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc6$1.00K0.00%+6New
Horan Securities, Inc.3$1.00K0.00%+3New
Lowe Wealth Advisors, LLC8$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC8$2.00K0.00%00.0%Unchanged
FormulaFolio Investments, LLC12$3.00K0.00%––
Joseph P. Lucia & Associates, LLC13$3.00K0.00%00.0%Unchanged
James Investment Research Inc17$4.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC18$4.00K0.00%00.0%Unchanged
Pacifica Partners Inc.17$4.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC15$4.00K0.00%00.0%Unchanged
Lake Point Wealth Management15$4.00K0.00%+15New
Coastal Capital Group, Inc.22$5.00K0.00%−29−56.9%Reduced
Financial Enhancement Group LLC19$5.00K0.00%−10−34.5%Reduced
IAG Wealth Partners, LLC20$5.00K0.00%00.0%Unchanged
Lee Financial Co19$5.00K0.00%+19New
Global Financial Private Client, LLC23$5.63K0.00%00.0%Unchanged
Bourgeon Capital Management LLC30$7.00K0.00%00.0%Unchanged
Ranger Investment Management, L.P.28$7.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC30$7.00K0.00%00.0%Unchanged
Syverson Strege & Co28$7.00K0.01%00.0%Unchanged
Roble, Belko & Company, Inc34$8.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC33$8.00K0.01%00.0%Unchanged
American Research & Management Co.40$10.0K0.00%00.0%Unchanged
Anfield Capital Management, LLC40$10.0K0.00%+40New
Delos Wealth Advisors, LLC39$10.0K0.01%+39New
Vectors Research Management, LLC45$11.0K0.00%+45New
Simplex Trading, LLC50$12.0K0.00%−58,917−99.9%Reduced
TD Capital Management LLC55$13.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC58$14.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp60$15.0K0.00%−20−25.0%Reduced
Arcadia Investment Management Corp60$15.0K0.00%+43+252.9%Added
Sterling Financial Planning, Inc.66$16.0K0.01%00.0%Unchanged
Sageworth Trust Co70$17.0K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.69$17.0K0.01%00.0%Unchanged
PrairieView Partners, LLC75$18.0K0.00%00.0%Unchanged
First Personal Financial Services72$18.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora77$19.0K0.01%00.0%Unchanged
Avondale Wealth Management80$20.0K0.02%00.0%Unchanged
Pflug Koory, LLC80$20.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust88$21.0K0.01%00.0%Unchanged
Costello Asset Management, INC84$21.0K0.01%00.0%Unchanged
First National Bank of South Miami86$21.0K0.01%+25+41.0%Added
Stuart Chaussee & Associates, Inc.91$22.0K0.01%−19−17.3%Reduced
Crescent Capital Consulting, LLC92$22.0K0.00%+19+26.0%Added
Tucker Asset Management LLC95$23.2K0.01%+93+4,650.0%Added
Dividend Assets Capital, LLC100$24.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC100$24.0K0.00%00.0%Unchanged
Retirement Group, LLC98$24.0K0.01%+1+1.0%Added
Financial Management Professionals, Inc.99$24.0K0.01%+8+8.8%Added
Paragon Wealth Strategies, LLC98$24.0K0.01%+98New
Estabrook Capital Management100$24.4K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC108$26.0K0.01%−340−75.9%Reduced
Evolution Wealth Advisors, LLC107$26.0K0.01%−117−52.2%Reduced
Sugarloaf Wealth Management, LLC108$26.0K0.01%+32+42.1%Added
JFS Wealth Advisors, LLC110$27.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.110$27.0K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC111$27.0K0.01%+61+122.0%Added
Old North State Trust, LLC114$28.0K0.02%+100+714.3%Added
MBM Wealth Consultants, LLC118$29.0K0.01%00.0%Unchanged
Atlas Private Wealth Advisors127$31.0K0.02%+68+115.3%Added
First Bank & Trust130$32.0K0.02%−259−66.6%Reduced
Bellevue Asset Management, LLC132$32.0K0.02%−2−1.5%Reduced
HC Financial Advisors Inc132$32.0K0.02%00.0%Unchanged
John W. Brooker & Co., CPAs129$32.0K0.02%00.0%Unchanged
First PREMIER Bank130$32.0K0.01%+130New
Private Ocean, LLC136$33.0K0.00%−344−71.7%Reduced
Larson Financial Group LLC137$33.0K0.01%−72−34.4%Reduced
Pacific Center for Financial Services144$35.0K0.02%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.145$35.0K0.01%+33+29.5%Added
Raffa Wealth Management, LLC145$35.4K0.01%−740−83.6%Reduced
Column Capital Advisors, LLC147$36.0K0.01%00.0%Unchanged
Wealth Quarterback LLC146$36.0K0.02%+146New
Flagship Private Wealth, LLC149$37.0K0.03%00.0%Unchanged
Lenox Wealth Advisors, LLC155$38.0K0.00%−36−18.8%Reduced
Walled Lake Planning & Wealth Management, LLC160$39.0K0.03%00.0%Unchanged
Plante Moran Financial Advisors, LLC162$40.0K0.01%−1,117−87.3%Reduced
Clearview Wealth Advisors LLC162$40.0K0.02%−8−4.7%Reduced
Charter Oak Capital Management, LLC165$40.0K0.01%00.0%Unchanged
Duncker Streett & Co Inc163$40.0K0.01%+43+35.8%Added
McCarthy Grittinger Financial Group, LLC165$40.3K0.02%00.0%Unchanged
Trust Co171$42.0K0.03%00.0%Unchanged
Canton Hathaway, LLC176$43.0K0.01%00.0%Unchanged
Tacita Capital Inc174$43.0K0.03%+174New
Tortoise Investment Management, LLC179$44.0K0.01%+129+258.0%Added
Altshuler Shaham Ltd323$45.0K0.00%+323New
Activest Wealth Management195$48.0K0.04%−9−4.4%Reduced
Personal Wealth Partners195$48.0K0.02%+195New
HBC Financial Services, PLLC210$49.0K0.03%−10−4.5%Reduced
Aspire Private Capital, LLC200$49.0K0.02%00.0%Unchanged
Selective Wealth Management, Inc.217$53.0K0.04%+14+6.9%Added
Ten Capital Wealth Advisors, LLC217$53.0K0.01%+30+16.0%Added
City Holding Co226$55.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC226$55.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC230$56.0K0.04%00.0%Unchanged
Wagner Wealth Management, LLC231$56.0K0.04%+60+35.1%Added
Resolute Partners Group228$56.0K0.01%+99+76.7%Added