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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 9,168 | $2.24M | 0.23% | −22−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 9,180 | $2.24M | 1.05% | +20+0.2% | Added |
| Sawyer & Company, Inc | 9,230 | $2.25M | 1.05% | +9,210+46,050.0% | Added |
| Winfield Associates, Inc. | 9,286 | $2.27M | 0.84% | −1,225−11.7% | Reduced |
| Insight Wealth Strategies, LLC | 9,304 | $2.27M | 0.32% | −2,296−19.8% | Reduced |
| Aspiriant, LLC | 9,325 | $2.28M | 0.13% | −2,783−23.0% | Reduced |
| Exane Derivatives | 9,378 | $2.29M | 0.54% | +1,327+16.5% | Added |
| Madden Securities Corp | 9,378 | $2.29M | 1.20% | −980−9.5% | Reduced |
| Altium Wealth Management LLC | 9,383 | $2.29M | 0.17% | −15−0.2% | Reduced |
| Westwood Holdings Group Inc. | 9,391 | $2.29M | 0.02% | −3,773−28.7% | Reduced |
| Clearstead Advisors, LLC | 9,434 | $2.30M | 0.18% | +72+0.8% | Added |
| Freedom Day Solutions, LLC | 9,481 | $2.32M | 1.10% | −1,338−12.4% | Reduced |
| Zions Bancorporation, N.A. | 9,597 | $2.34M | 0.23% | +1,828+23.5% | Added |
| TD Private Client Wealth LLC | 9,651 | $2.36M | 0.10% | +302+3.2% | Added |
| Sentry Investment Management LLC | 9,761 | $2.38M | 0.61% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 9,816 | $2.40M | 1.21% | +307+3.2% | Added |
| Duff & Phelps Investment Management Co | 9,830 | $2.40M | 0.03% | −810−7.6% | Reduced |
| Northstar Asset Management LLC | 9,830 | $2.40M | 0.63% | −15−0.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,854 | $2.41M | 0.92% | −63−0.6% | Reduced |
| Eqis Capital Management, Inc. | 9,905 | $2.42M | 0.18% | +133+1.4% | Added |
| Wolf Group Capital Advisors | 9,954 | $2.43M | 1.30% | +378+3.9% | Added |
| Harrell Investment Partners, LLC | 9,997 | $2.44M | 0.79% | −101−1.0% | Reduced |
| Strategic Vision Investment Ltd | 10,000 | $2.44M | 3.99% | +10,000 | New |
| Grove Bank & Trust | 10,034 | $2.45M | 0.53% | −43−0.4% | Reduced |
| Usca Ria LLC | 10,115 | $2.47M | 0.15% | −1,009−9.1% | Reduced |
| Intellectus Partners, LLC | 10,143 | $2.48M | 0.56% | +206+2.1% | Added |
| Citizens & Northern Corp | 10,165 | $2.48M | 0.93% | −899−8.1% | Reduced |
| Chicago Partners Investment Group LLC | 10,051 | $2.49M | 0.18% | +3,879+62.8% | Added |
| Glynn Capital Management LLC | 10,212 | $2.49M | 0.23% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,260 | $2.51M | 0.47% | +436+4.4% | Added |
| Bank of Hawaii | 10,329 | $2.52M | 0.14% | −2,281−18.1% | Reduced |
| Conning Inc. | 10,352 | $2.53M | 0.07% | −1,475−12.5% | Reduced |
| Triangle Securities Wealth Management | 10,362 | $2.53M | 0.86% | +362+3.6% | Added |
| Harbour Investments, Inc. | 10,366 | $2.53M | 0.08% | +1,989+23.7% | Added |
| Empirical Finance, LLC | 10,417 | $2.54M | 0.41% | +1,646+18.8% | Added |
| Dynamic Advisor Solutions LLC | 10,463 | $2.56M | 0.20% | −651−5.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,464 | $2.56M | 0.31% | +880+9.2% | Added |
| Capital Impact Advisors, LLC | 10,517 | $2.57M | 0.83% | +3,344+46.6% | Added |
| Perpetual Investment Management Ltd | 10,518 | $2.57M | 0.36% | +10,518 | New |
| Seeyond | 10,597 | $2.59M | 0.24% | −297−2.7% | Reduced |
| Shay Capital LLC | 10,594 | $2.59M | 0.61% | +7,682+263.8% | Added |
| Independence Bank of Kentucky | 10,677 | $2.61M | 1.16% | +402+3.9% | Added |
| American Portfolios Advisors | 10,695 | $2.61M | 0.10% | +627+6.2% | Added |
| Fortis Capital Management LLC | 10,736 | $2.62M | 1.35% | +862+8.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,791 | $2.64M | 0.13% | +5,035+87.5% | Added |
| Berkshire Bank | 10,816 | $2.64M | 0.64% | −1,316−10.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 10,814 | $2.64M | 1.77% | −21−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 10,816 | $2.64M | 0.75% | +921+9.3% | Added |
| People's United Financial, Inc. | 10,829 | $2.65M | 0.06% | +65+0.6% | Added |
| Pinnacle Holdings, LLC | 10,829 | $2.65M | 1.22% | −53−0.5% | Reduced |
| Diversified Trust Co | 10,841 | $2.65M | 0.10% | +552+5.4% | Added |
| Centaurus Financial, Inc. | 10,870 | $2.65M | 0.22% | +4,724+76.9% | Added |
| Avitas Wealth Management LLC | 10,892 | $2.66M | 0.47% | +2,290+26.6% | Added |
| Cypress Asset Management Inc | 10,924 | $2.67M | 0.68% | −15−0.1% | Reduced |
| B. Riley Wealth Management, Inc. | 10,933 | $2.67M | 0.30% | −918−7.7% | Reduced |
| Gyon Technologies Capital Management, LP | 11,003 | $2.69M | 0.88% | +9,061+466.6% | Added |
| Northwest & Ethical Investments L.P. | 11,053 | $2.70M | 0.09% | −7,400−40.1% | Reduced |
| GPM Growth Investors, Inc. | 11,113 | $2.71M | 1.43% | +174+1.6% | Added |
| Boltwood Capital Management | 11,118 | $2.72M | 1.13% | −143−1.3% | Reduced |
| IMA Wealth, Inc. | 11,146 | $2.72M | 0.64% | −175−1.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 11,158 | $2.73M | 1.11% | +578+5.5% | Added |
| Welch & Forbes LLC | 11,177 | $2.73M | 0.05% | +5,082+83.4% | Added |
| Verde Capital Management | 11,184 | $2.73M | 1.15% | +755+7.2% | Added |
| Two Sigma Securities, LLC | 11,215 | $2.74M | 0.69% | +9,521+562.0% | Added |
| Vident Investment Advisory, LLC | 11,257 | $2.75M | 0.08% | −2,440−17.8% | Reduced |
| Regency Capital Management Inc. | 11,270 | $2.75M | 2.08% | +4,948+78.3% | Added |
| Massmutual Trust Co FSB | 11,292 | $2.76M | 0.12% | +1,326+13.3% | Added |
| Bogart Wealth, LLC | 11,370 | $2.78M | 0.30% | +1,985+21.2% | Added |
| Stanley-Laman Group, Ltd. | 11,375 | $2.78M | 0.40% | +1,974+21.0% | Added |
| Credit Agricole S A | 11,422 | $2.79M | 0.09% | −1,136−9.0% | Reduced |
| Park Avenue Securities LLC | 11,408 | $2.79M | 0.06% | +1,244+12.2% | Added |
| Trustmark National Bank Trust Department | 11,422 | $2.79M | 0.22% | +3,142+37.9% | Added |
| Asio Capital, LLC | 11,487 | $2.81M | 0.99% | +875+8.2% | Added |
| Private Trust Co NA | 11,509 | $2.81M | 0.43% | −240−2.0% | Reduced |
| Dakota Wealth Management | 11,591 | $2.83M | 0.34% | +4,172+56.2% | Added |
| TCTC Holdings, LLC | 11,633 | $2.84M | 0.13% | +549+5.0% | Added |
| Zeke Capital Advisors, LLC | 11,647 | $2.85M | 0.18% | +22+0.2% | Added |
| Segall Bryant & Hamill, LLC | 11,758 | $2.86M | 0.03% | −134−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 11,952 | $2.92M | 0.13% | −5,873−32.9% | Reduced |
| Intersect Capital LLC | 11,984 | $2.93M | 0.52% | +608+5.3% | Added |
| Thoroughbred Financial Services, LLC | 11,989 | $2.93M | 0.73% | −785−6.1% | Reduced |
| Michael B. Yongue | 12,000 | $2.93M | 2.14% | +43+0.4% | Added |
| Avalon Investment & Advisory | 12,000 | $2.93M | 0.07% | +3,097+34.8% | Added |
| Bridge Creek Capital Management LLC | 39,517 | $2.93M | 1.11% | −260−0.7% | Reduced |
| Blackhawk Capital Partners LLC. | 13,853 | $2.94M | 1.99% | +932+7.2% | Added |
| IFP Advisors, Inc | 12,079 | $2.94M | 0.06% | +4,370+56.7% | Added |
| Lincoln National Corp | 12,322 | $3.01M | 0.06% | +566+4.8% | Added |
| Beaumont Asset Management, L.L.C. | 12,355 | $3.02M | 2.32% | +239+2.0% | Added |
| Comerica Securities,inc. | 12,389 | $3.03M | 0.23% | −257−2.0% | Reduced |
| Essex Investment Management Co LLC | 12,464 | $3.04M | 0.35% | −2,321−15.7% | Reduced |
| Clarius Group, LLC | 12,541 | $3.06M | 0.27% | +146+1.2% | Added |
| Callahan Advisors, LLC | 12,550 | $3.07M | 0.39% | +4,072+48.0% | Added |
| Hixon Zuercher, LLC | 12,574 | $3.07M | 1.85% | −3,910−23.7% | Reduced |
| Lockheed Martin Investment Management Co | 12,586 | $3.07M | 0.16% | −3,640−22.4% | Reduced |
| Canandaigua National Corp | 12,601 | $3.08M | 0.50% | −71−0.6% | Reduced |
| Brown Advisory Securities, LLC | 12,719 | $3.11M | 0.49% | −87−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,737 | $3.11M | 0.06% | −915−6.7% | Reduced |
| Birinyi Associates Inc | 12,800 | $3.13M | 1.09% | −5,500−30.1% | Reduced |
| Ameritas Investment Partners, Inc. | 12,850 | $3.14M | 0.11% | −151−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,901 | $3.15M | 0.06% | +1,851+16.8% | Added |