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, 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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Capital Management Inc. | 5,418 | $1.32M | 0.64% | +20+0.4% | Added |
| Heritage Trust Co | 5,435 | $1.33M | 0.19% | −87−1.6% | Reduced |
| Wealth Alliance | 5,456 | $1.33M | 0.31% | −196−3.5% | Reduced |
| Rossmore Private Capital | 5,463 | $1.33M | 0.23% | +300+5.8% | Added |
| Bridgefront Capital, LLC | 5,520 | $1.35M | 0.51% | +5,520 | New |
| Fukoku Mutual Life Insurance Co | 5,530 | $1.35M | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,548 | $1.35M | 0.10% | +1,246+29.0% | Added |
| NVWM, LLC | 5,552 | $1.36M | 0.49% | −1,894−25.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,592 | $1.37M | 1.04% | −39−0.7% | Reduced |
| Davenport & Co LLC | 5,599 | $1.37M | 0.01% | +3,456+161.3% | Added |
| Chickasaw Capital Management LLC | 5,609 | $1.37M | 0.06% | +125+2.3% | Added |
| Kistler-Tiffany Companies, LLC | 5,664 | $1.38M | 0.32% | +80+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,833 | $1.39M | 0.02% | +5,833 | New |
| Intrua Financial, LLC | 5,729 | $1.39M | 0.33% | −48−0.8% | Reduced |
| PSI Advisors, LLC | 5,702 | $1.39M | 0.73% | −36−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 5,702 | $1.39M | 0.07% | −767−11.9% | Reduced |
| Cavalier Investments, LLC | 5,743 | $1.40M | 0.51% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,740 | $1.40M | 0.45% | +459+8.7% | Added |
| Optas, LLC | 5,753 | $1.41M | 0.40% | +2,191+61.5% | Added |
| Moody Lynn & Lieberson, LLC | 5,773 | $1.41M | 0.11% | −55−0.9% | Reduced |
| Columbia Trust Co 01012016 | 5,773 | $1.41M | 0.80% | +396+7.4% | Added |
| WT Wealth Management | 5,779 | $1.41M | 0.57% | +575+11.0% | Added |
| Wakefield Asset Management LLLP | 5,781 | $1.41M | 0.53% | +5,781 | New |
| Wealth Management Partners, LLC | 5,811 | $1.42M | 0.99% | −138−2.3% | Reduced |
| Brookfield Asset Management Inc. | 5,820 | $1.42M | 0.01% | +1,940+50.0% | Added |
| Barrett Asset Management, LLC | 5,832 | $1.43M | 0.07% | −25−0.4% | Reduced |
| Blue Square Asset Management, LLC | 5,874 | $1.44M | 0.88% | +5,874 | New |
| GFG Capital, LLC | 5,877 | $1.44M | 0.43% | +4+0.1% | Added |
| Meristem Family Wealth, LLC | 5,881 | $1.44M | 0.23% | +1,605+37.5% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.44M | 0.28% | −20−0.3% | Reduced |
| Legacy Wealth Partners, Inc. | 5,936 | $1.45M | 0.81% | +4,558+330.8% | Added |
| HBK Sorce Advisory LLC | 5,976 | $1.46M | 0.08% | +893+17.6% | Added |
| EPG Wealth Management LLC | 5,981 | $1.46M | 0.62% | −62−1.0% | Reduced |
| Signature Wealth Management Group | 6,010 | $1.47M | 0.82% | +818+15.8% | Added |
| Raab & Moskowitz Asset Management LLC | 6,028 | $1.47M | 0.54% | −450−6.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,035 | $1.47M | 0.49% | +253+4.4% | Added |
| Voya Financial Advisors, Inc. | 6,010 | $1.48M | 0.19% | −21,384−78.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,045 | $1.48M | 0.93% | −35−0.6% | Reduced |
| Rosenbaum Jay D. | 6,043 | $1.48M | 2.45% | −20−0.3% | Reduced |
| Cribstone Capital Management, LLC | 6,049 | $1.48M | 0.90% | +145+2.5% | Added |
| Ascension Asset Management LLC | 6,050 | $1.48M | 0.97% | +1,305+27.5% | Added |
| Dearborn Partners LLC | 6,067 | $1.48M | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,083 | $1.49M | 0.24% | +38+0.6% | Added |
| Asset Management Corp | 6,100 | $1.49M | 0.97% | −1,127−15.6% | Reduced |
| Atlas Brown,Inc. | 6,118 | $1.49M | 0.65% | +758+14.1% | Added |
| Mainstay Capital Management LLC | 6,132 | $1.50M | 0.35% | −460−7.0% | Reduced |
| Albion Financial Group | 6,158 | $1.50M | 0.13% | +6,158 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,174 | $1.51M | 0.50% | +1,201+24.2% | Added |
| Orion Capital Management LLC | 6,196 | $1.51M | 0.94% | 00.0% | Unchanged |
| Bailard, Inc. | 6,222 | $1.52M | 0.05% | −507−7.5% | Reduced |
| BDO Wealth Advisors, LLC | 6,240 | $1.52M | 0.17% | +207+3.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,247 | $1.53M | 0.15% | −1,018−14.0% | Reduced |
| Clear Harbor Asset Management, LLC | 6,256 | $1.53M | 0.19% | +235+3.9% | Added |
| Arden Trust Co | 6,301 | $1.54M | 0.25% | −574−8.3% | Reduced |
| Hyman Charles D | 6,307 | $1.54M | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 6,358 | $1.55M | 0.16% | +6,358 | New |
| Element Pointe Advisors, LLC | 6,495 | $1.57M | 0.48% | +554+9.3% | Added |
| Canvas Wealth Advisors, LLC | 6,441 | $1.57M | 0.71% | +3,037+89.2% | Added |
| Abbot Financial Management, Inc. | 6,452 | $1.58M | 0.69% | +285+4.6% | Added |
| Northeast Financial Consultants Inc | 6,464 | $1.58M | 0.11% | +31+0.5% | Added |
| Legacy Capital Partners, Inc. | 6,513 | $1.59M | 0.57% | +25+0.4% | Added |
| Camden Capital, LLC | 6,539 | $1.60M | 0.37% | +355+5.7% | Added |
| Alpha Paradigm Partners, LLC | 6,554 | $1.60M | 0.60% | −6,214−48.7% | Reduced |
| Pennsylvania Capital Management Inc | 6,552 | $1.61M | 0.79% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,607 | $1.61M | 0.29% | +1,980+42.8% | Added |
| MidWestOne Financial Group, Inc. | 6,610 | $1.61M | 0.38% | +368+5.9% | Added |
| Bluestein R H & Co | 6,615 | $1.62M | 0.06% | −545−7.6% | Reduced |
| Waycross Partners, LLC | 6,646 | $1.62M | 0.86% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 6,714 | $1.64M | 0.02% | −78−1.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,759 | $1.65M | 0.57% | +61+0.9% | Added |
| Compton Capital Management Inc | 6,760 | $1.65M | 0.49% | +1,150+20.5% | Added |
| L & S Advisors Inc | 6,757 | $1.65M | 0.18% | +6,757 | New |
| EPIQ Capital Group, LLC | 6,775 | $1.66M | 0.17% | −4,422−39.5% | Reduced |
| Center for Financial Planning, Inc. | 6,778 | $1.66M | 0.41% | 00.0% | Unchanged |
| Eastern Bank | 6,797 | $1.66M | 0.08% | −845−11.1% | Reduced |
| Intact Investment Management Inc. | 6,800 | $1.66M | 0.05% | +1,000+17.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 6,806 | $1.66M | 0.04% | +6,806 | New |
| Capital Management Associates | 6,820 | $1.67M | 1.60% | −5,700−45.5% | Reduced |
| Investment House LLC | 6,882 | $1.68M | 0.12% | +1,020+17.4% | Added |
| Atom Investors LP | 6,885 | $1.68M | 0.35% | +6,885 | New |
| Compton Wealth Advisory Group, LLC | 6,891 | $1.68M | 0.79% | +430+6.7% | Added |
| Moseley Investment Management Inc | 6,898 | $1.69M | 0.83% | +51+0.7% | Added |
| Charter Research & Investment Group, Inc. | 6,967 | $1.70M | 1.41% | +215+3.2% | Added |
| Laidlaw Wealth Management LLC | 6,972 | $1.70M | 0.44% | −206−2.9% | Reduced |
| Regal Investment Advisors LLC | 6,975 | $1.70M | 0.17% | +6,975 | New |
| Ausdal Financial Partners, Inc. | 6,979 | $1.71M | 0.26% | +1,552+28.6% | Added |
| Vigilare Wealth Management | 6,997 | $1.71M | 1.04% | −26−0.4% | Reduced |
| Burns J W & Co Inc | 7,000 | $1.71M | 0.27% | +830+13.5% | Added |
| Wade G W & Inc | 7,019 | $1.72M | 0.08% | +144+2.1% | Added |
| International Assets Investment Management, LLC | 7,030 | $1.72M | 0.32% | −3,276−31.8% | Reduced |
| 180 Wealth Advisors, LLC | 7,072 | $1.72M | 0.39% | +64+0.9% | Added |
| Personal Cfo Solutions, LLC | 7,052 | $1.72M | 0.35% | −706−9.1% | Reduced |
| Derby & Company, Inc | 7,066 | $1.73M | 0.36% | 00.0% | Unchanged |
| Bay Rivers Group | 7,080 | $1.73M | 1.23% | +83+1.2% | Added |
| Keudell/Morrison Wealth Management | 7,088 | $1.73M | 0.95% | +728+11.4% | Added |
| Ironwood Investment Management LLC | 7,097 | $1.73M | 0.88% | −40−0.6% | Reduced |
| Laffer Tengler Investments | 7,104 | $1.74M | 0.65% | −124−1.7% | Reduced |
| Apollon Wealth Management, LLC | 7,108 | $1.74M | 0.31% | −232−3.2% | Reduced |
| Red Door Wealth Management, LLC | 7,107 | $1.74M | 0.68% | +1,163+19.6% | Added |
| Penobscot Investment Management Company, Inc. | 7,110 | $1.74M | 0.26% | −805−10.2% | Reduced |