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 |
|---|---|---|---|---|---|
| Emerson Point Capital LP | 7,127 | $1.74M | 0.26% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,157 | $1.75M | 0.17% | +5,926+481.4% | Added |
| Sompo Asset Management Co., Ltd. | 7,160 | $1.75M | 0.36% | +540+8.2% | Added |
| Parcion Private Wealth LLC | 7,289 | $1.78M | 0.18% | +350+5.0% | Added |
| Koshinski Asset Management, Inc. | 7,296 | $1.78M | 0.22% | −4,431−37.8% | Reduced |
| Cornerstone National Bank & Trust Co | 7,299 | $1.78M | 0.78% | +345+5.0% | Added |
| Jump Financial, LLC | 7,366 | $1.80M | 0.17% | −9,525−56.4% | Reduced |
| Western Wealth Management, LLC | 7,421 | $1.80M | 0.19% | −772−9.4% | Reduced |
| Geier Asset Management, Inc. | 7,382 | $1.80M | 1.26% | −25−0.3% | Reduced |
| Gs Investments, Inc. | 7,389 | $1.80M | 2.46% | +25+0.3% | Added |
| Castleview Partners, LLC | 7,405 | $1.81M | 0.79% | +7,405 | New |
| United Bank | 7,454 | $1.82M | 1.23% | +71+1.0% | Added |
| Summit Global Investments | 7,461 | $1.82M | 0.11% | −67−0.9% | Reduced |
| Field & Main Bank | 7,470 | $1.82M | 1.17% | +185+2.5% | Added |
| American National Registered Investment Advisor, Inc. | 7,504 | $1.83M | 0.66% | −265−3.4% | Reduced |
| First Pacific Advisors, LP | 7,515 | $1.84M | 0.02% | −574−7.1% | Reduced |
| Equitable Holdings, Inc. | 7,534 | $1.84M | 0.03% | −1,124−13.0% | Reduced |
| Virtue Capital Management, LLC | 7,543 | $1.84M | 0.37% | +676+9.8% | Added |
| Investors Financial Group, LLC | 7,561 | $1.85M | 0.99% | +493+7.0% | Added |
| Caliber Wealth Management, LLC | 7,565 | $1.85M | 1.31% | +241+3.3% | Added |
| Mission Wealth Management, LP | 7,588 | $1.85M | 0.10% | +1,451+23.6% | Added |
| Modus Advisors, LLC | 7,591 | $1.85M | 0.78% | +107+1.4% | Added |
| Ascent Wealth Partners, LLC | 7,597 | $1.86M | 0.35% | −497−6.1% | Reduced |
| Oxler Private Wealth LLC | 7,600 | $1.86M | 0.81% | 00.0% | Unchanged |
| Capula Management Ltd | 7,614 | $1.86M | 0.34% | −18,979−71.4% | Reduced |
| Navalign, LLC | 7,668 | $1.87M | 0.79% | +214+2.9% | Added |
| Bell Bank | 7,681 | $1.88M | 0.25% | +84+1.1% | Added |
| TRUE Private Wealth Advisors | 7,690 | $1.88M | 0.28% | +93+1.2% | Added |
| Aldebaran Financial Inc. | 7,739 | $1.88M | 1.66% | +175+2.3% | Added |
| Northstar Group, Inc. | 7,737 | $1.89M | 0.49% | +1,866+31.8% | Added |
| Sunbelt Securities, Inc. | 7,959 | $1.90M | 0.34% | +1,224+18.2% | Added |
| Checchi Capital Advisers, LLC | 7,812 | $1.91M | 0.24% | −13,109−62.7% | Reduced |
| Midwest Wealth Management Inc. | 7,835 | $1.91M | 1.37% | +803+11.4% | Added |
| BNC Wealth Management, LLC | 7,858 | $1.92M | 1.16% | +257+3.4% | Added |
| Hudson Canyon Capital Management | 7,883 | $1.93M | 1.44% | −597−7.0% | Reduced |
| Exchange Traded Concepts, LLC | 7,885 | $1.93M | 0.06% | +488+6.6% | Added |
| PFS Investments Inc. | 7,913 | $1.94M | 0.04% | +1,124+16.6% | Added |
| Acorn Financial Advisory Services Inc | 7,951 | $1.94M | 0.57% | +550+7.4% | Added |
| Eagle Asset Management Inc | 7,956 | $1.94M | 0.01% | +272+3.5% | Added |
| Krilogy Financial LLC | 7,959 | $1.94M | 0.19% | +53+0.7% | Added |
| Nicolet Bankshares Inc | 7,975 | $1.95M | 0.51% | +361+4.7% | Added |
| St. Johns Investment Management Company, LLC | 7,981 | $1.95M | 1.06% | −966−10.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.95M | 0.63% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,015 | $1.96M | 0.02% | +8,015 | New |
| Agf Investments Inc. | 8,025 | $1.96M | 0.01% | +6,627+474.0% | Added |
| Mizuho Securities Co. Ltd. | 8,066 | $1.97M | 0.38% | +5,327+194.5% | Added |
| West Branch Capital LLC | 8,167 | $2.00M | 0.98% | +108+1.3% | Added |
| Meridian Wealth Management, LLC | 8,185 | $2.00M | 0.25% | +2,517+44.4% | Added |
| Abbrea Capital, LLC | 8,198 | $2.00M | 0.30% | +815+11.0% | Added |
| Miracle Mile Advisors, LLC | 8,204 | $2.00M | 0.11% | +3,878+89.6% | Added |
| IPG Investment Advisors LLC | 8,221 | $2.01M | 0.59% | −18−0.2% | Reduced |
| Trust Asset Management LLC | 8,226 | $2.01M | 0.27% | +931+12.8% | Added |
| Jaffetilchin Investment Partners, LLC | 8,667 | $2.02M | 0.14% | +4,697+118.3% | Added |
| Stevens Capital Management LP | 8,259 | $2.02M | 0.59% | +8,259 | New |
| Shepherd Financial Partners LLC | 8,272 | $2.02M | 0.38% | +13+0.2% | Added |
| JT Stratford LLC | 8,290 | $2.02M | 0.65% | +809+10.8% | Added |
| Mason Investment Advisory Services, Inc. | 8,303 | $2.03M | 0.21% | +2,141+34.7% | Added |
| Citizens Business Bank | 8,310 | $2.03M | 0.27% | −579−6.5% | Reduced |
| ARS Wealth Advisors, LLC | 8,319 | $2.03M | 0.37% | +1,932+30.2% | Added |
| Flagship Harbor Advisors, LLC | 8,344 | $2.04M | 0.22% | +20+0.2% | Added |
| TrinityPoint Wealth, LLC | 8,349 | $2.04M | 0.42% | +8,349 | New |
| Elmwood Wealth Management, Inc. | 8,378 | $2.05M | 1.08% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 8,400 | $2.05M | 0.92% | +50+0.6% | Added |
| M. Kulyk & Associates, LLC | 8,439 | $2.06M | 0.74% | +2,334+38.2% | Added |
| FourThought Financial, LLC | 8,442 | $2.06M | 0.28% | +3,753+80.0% | Added |
| Edgestream Partners, L.P. | 8,452 | $2.06M | 0.12% | +6,300+292.8% | Added |
| IHT Wealth Management, LLC | 8,466 | $2.07M | 0.13% | −352−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 8,468 | $2.07M | 0.09% | +612+7.8% | Added |
| Arkadios Wealth Advisors | 8,475 | $2.07M | 0.25% | +1,749+26.0% | Added |
| Bradley Mark J. | 8,477 | $2.07M | 1.38% | −65−0.8% | Reduced |
| Ballentine Partners, LLC | 8,492 | $2.08M | 0.07% | +1,123+15.2% | Added |
| Vision Capital Management, Inc. | 8,497 | $2.08M | 0.34% | +8,497 | New |
| Paradigm Asset Management Co LLC | 8,500 | $2.08M | 0.53% | −200−2.3% | Reduced |
| Wrapmanager Inc | 8,505 | $2.08M | 0.54% | +242+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,549 | $2.09M | 0.53% | +8,549 | New |
| Intrust Bank NA | 8,562 | $2.09M | 0.28% | +221+2.6% | Added |
| Mountain Capital Investment Advisors, Inc | 8,537 | $2.10M | 0.97% | −374−4.2% | Reduced |
| Signaturefd, LLC | 8,609 | $2.10M | 0.08% | +701+8.9% | Added |
| Segment Wealth Management, LLC | 8,617 | $2.10M | 0.25% | −238−2.7% | Reduced |
| Viridian Ria, LLC | 0 | $2.10M | 0.48% | 0 | Unchanged |
| Invst, LLC | 8,945 | $2.13M | 0.35% | +285+3.3% | Added |
| Parametrica Management Ltd | 8,748 | $2.14M | 1.58% | +8,748 | New |
| Cadinha & Co LLC | 8,748 | $2.14M | 0.29% | −62,207−87.7% | Reduced |
| Townsend & Associates, Inc | 8,807 | $2.14M | 1.25% | +285+3.3% | Added |
| Kempen Capital Management N.V. | 8,781 | $2.15M | 0.08% | +423+5.1% | Added |
| Barings LLC | 8,791 | $2.15M | 0.05% | −544−5.8% | Reduced |
| Resources Management Corp | 8,843 | $2.16M | 0.30% | +848+10.6% | Added |
| Moneta Group Investment Advisors LLC | 8,847 | $2.16M | 0.10% | +1,871+26.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,852 | $2.16M | 0.02% | −846−8.7% | Reduced |
| Guardian Capital Advisors LP | 8,762 | $2.17M | 0.22% | +670+8.3% | Added |
| Cohen Investment Advisors LLC | 8,907 | $2.18M | 1.69% | −29−0.3% | Reduced |
| Bank Ozk | 8,908 | $2.18M | 0.96% | +199+2.3% | Added |
| VeraBank, N.A. | 8,998 | $2.20M | 1.31% | −20−0.2% | Reduced |
| Viking Fund Management LLC | 9,000 | $2.20M | 0.63% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 9,000 | $2.20M | 0.22% | +9,000 | New |
| AMJ Financial Wealth Management | 9,037 | $2.21M | 0.96% | +97+1.1% | Added |
| Carroll Financial Associates, Inc. | 9,041 | $2.21M | 0.12% | +5,125+130.9% | Added |
| Nations Financial Group Inc, | 9,043 | $2.21M | 0.37% | −175−1.9% | Reduced |
| Connolly Sarah T. | 9,058 | $2.21M | 1.81% | +120+1.3% | Added |
| Institute for Wealth Management, LLC. | 9,117 | $2.23M | 0.39% | −67−0.7% | Reduced |