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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 12,938 | $3.16M | 1.44% | −1,550−10.7% | Reduced |
| Veriti Management LLC | 12,965 | $3.17M | 0.47% | +3,373+35.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 12,989 | $3.17M | 0.74% | −285−2.1% | Reduced |
| Fulton Bank, N.A. | 13,009 | $3.18M | 0.15% | −189−1.4% | Reduced |
| V Wealth Advisors LLC | 13,159 | $3.22M | 0.51% | −2,514−16.0% | Reduced |
| CAPROCK Group, Inc. | 13,203 | $3.23M | 0.29% | −270−2.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 13,205 | $3.23M | 0.69% | +870+7.1% | Added |
| Courier Capital LLC | 13,236 | $3.23M | 0.31% | −152−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,236 | $3.23M | 0.11% | +620+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 13,248 | $3.24M | 0.19% | +2,920+28.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,256 | $3.24M | 0.33% | −794−5.7% | Reduced |
| We Are One Seven, LLC | 13,270 | $3.24M | 0.45% | +3,780+39.8% | Added |
| Pitcairn Co | 13,445 | $3.28M | 0.22% | −67−0.5% | Reduced |
| Pinnacle Associates Ltd | 13,454 | $3.29M | 0.06% | −3,635−21.3% | Reduced |
| Grandview Asset Management LLC | 13,485 | $3.29M | 1.81% | −1,278−8.7% | Reduced |
| Minot Wealth Management LLC | 13,517 | $3.30M | 0.72% | −1,806−11.8% | Reduced |
| J.W. Cole Advisors, Inc. | 13,504 | $3.30M | 0.26% | +66+0.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 13,629 | $3.33M | 1.85% | +412+3.1% | Added |
| Capital Analysts, LLC | 13,658 | $3.34M | 0.22% | +371+2.8% | Added |
| Lake Street Financial LLC | 13,661 | $3.35M | 0.85% | +264+2.0% | Added |
| Teza Capital Management LLC | 13,763 | $3.36M | 0.55% | +13,763 | New |
| Tsai Capital Corp | 13,795 | $3.37M | 3.09% | −1,054−7.1% | Reduced |
| High Note Wealth, LLC | 13,831 | $3.38M | 1.23% | −276−2.0% | Reduced |
| Fundamentun, LLC | 13,883 | $3.39M | 0.93% | +1,223+9.7% | Added |
| Winton Group Ltd | 13,924 | $3.40M | 0.18% | +13,924 | New |
| Capstone Investment Advisors, LLC | 13,941 | $3.40M | 0.08% | −98,720−87.6% | Reduced |
| Morningstar Investment Services LLC | 13,967 | $3.43M | 0.04% | −15,221−52.1% | Reduced |
| Elk River Wealth Management, LLC | 14,083 | $3.44M | 0.89% | +193+1.4% | Added |
| Aft, Forsyth & Company, Inc. | 14,102 | $3.44M | 1.84% | −865−5.8% | Reduced |
| Enterprise Bank & Trust Co | 14,135 | $3.45M | 1.36% | +122+0.9% | Added |
| Schmidt P J Investment Management Inc | 13,938 | $3.46M | 0.69% | −78−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 14,199 | $3.47M | 0.42% | +2,266+19.0% | Added |
| Linscomb & Williams, Inc. | 14,215 | $3.47M | 0.18% | +824+6.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,219 | $3.47M | 0.19% | −195−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 14,347 | $3.50M | 0.42% | −30−0.2% | Reduced |
| Geneva Capital Management LLC | 14,389 | $3.52M | 0.06% | −57−0.4% | Reduced |
| Summit Trail Advisors, LLC | 14,479 | $3.54M | 0.31% | −1,595−9.9% | Reduced |
| Mirabella Financial Services LLP | 14,509 | $3.54M | 0.68% | +5,142+54.9% | Added |
| Platte River Wealth Advisors, LLC | 14,517 | $3.55M | 1.35% | +572+4.1% | Added |
| Brookstone Capital Management | 14,547 | $3.55M | 0.06% | +12,970+822.4% | Added |
| Arlington Financial Advisors, LLC | 14,555 | $3.56M | 1.35% | +949+7.0% | Added |
| Colony Group LLC | 14,573 | $3.56M | 0.07% | −1,261−8.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,580 | $3.56M | 0.40% | +2,174+17.5% | Added |
| Philadelphia Trust Co | 14,585 | $3.56M | 0.25% | +310+2.2% | Added |
| Mizuho Securities USA LLC | 14,681 | $3.59M | 0.29% | −9,165−38.4% | Reduced |
| BFSG, LLC | 14,740 | $3.60M | 0.65% | +1,110+8.1% | Added |
| Strategic Advisors LLC | 14,774 | $3.61M | 0.94% | +1,006+7.3% | Added |
| Argent Trust Co | 14,855 | $3.63M | 0.24% | +861+6.2% | Added |
| Hills Bank & Trust Co | 14,884 | $3.64M | 0.55% | +47+0.3% | Added |
| Laurel Wealth Advisors LLC | 15,004 | $3.67M | 0.81% | +180+1.2% | Added |
| Van Strum & Towne Inc. | 15,032 | $3.67M | 1.76% | −100−0.7% | Reduced |
| Hoylecohen, LLC | 15,032 | $3.67M | 0.35% | +504+3.5% | Added |
| Winch Advisory Services, LLC | 15,046 | $3.67M | 1.32% | +61+0.4% | Added |
| Mirova | 15,130 | $3.69M | 0.44% | −591−3.8% | Reduced |
| First Hawaiian Bank | 15,136 | $3.70M | 0.15% | −7,654−33.6% | Reduced |
| NBT Bank N A | 15,133 | $3.70M | 0.51% | −95−0.6% | Reduced |
| Kapitalo Investimentos Ltda | 15,151 | $3.70M | 1.72% | −2,863−15.9% | Reduced |
| Strategic Wealth Designers | 15,162 | $3.70M | 1.31% | +4,591+43.4% | Added |
| Beech Hill Advisors, Inc. | 15,305 | $3.74M | 1.52% | −50.0% | Reduced |
| Vestcor Inc | 15,398 | $3.76M | 0.13% | −1,699−9.9% | Reduced |
| ICONIQ Capital, LLC | 15,430 | $3.77M | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 15,431 | $3.77M | 2.10% | +70+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,432 | $3.77M | 0.18% | −565−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 15,706 | $3.80M | 0.28% | −231−1.4% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $3.80M | 0.17% | +3,724+31.3% | Added |
| Shelton Capital Management | 15,597 | $3.81M | 0.14% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 15,638 | $3.82M | 0.53% | +14+0.1% | Added |
| Dillon & Associates Inc | 15,728 | $3.84M | 0.75% | +280+1.8% | Added |
| Frontier Wealth Management LLC | 15,818 | $3.86M | 0.27% | −58−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 15,920 | $3.89M | 0.32% | +1,071+7.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.91M | 1.09% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 16,057 | $3.92M | 0.52% | −171−1.1% | Reduced |
| Pallas Capital Advisors LLC | 16,072 | $3.92M | 0.55% | +3,810+31.1% | Added |
| Seven Eight Capital, LP | 16,087 | $3.93M | 0.55% | +16,087 | New |
| Bremer Bank National Association | 16,233 | $3.97M | 0.85% | −198−1.2% | Reduced |
| Stonnington Group, LLC | 16,176 | $3.98M | 0.88% | +1,350+9.1% | Added |
| Morgan Jess S & Co Inc | 16,307 | $3.98M | 2.62% | +1,245+8.3% | Added |
| KMG Fiduciary Partners, LLC | 16,335 | $3.99M | 0.70% | +312+1.9% | Added |
| Walleye Capital LLC | 16,355 | $4.00M | 0.15% | +16,355 | New |
| Corbenic Partners LLC | 16,368 | $4.00M | 1.05% | +1,655+11.2% | Added |
| Birch Hill Investment Advisors LLC | 16,402 | $4.01M | 0.22% | +670+4.3% | Added |
| Plimoth Trust Co LLC | 16,441 | $4.02M | 1.13% | +1,067+6.9% | Added |
| First Interstate Bank | 16,438 | $4.02M | 0.42% | +16,438 | New |
| Pegasus Asset Management, Inc. | 16,464 | $4.02M | 1.88% | +209+1.3% | Added |
| Alps Advisors Inc | 16,489 | $4.03M | 0.04% | −519−3.1% | Reduced |
| Veritable, L.P. | 16,544 | $4.04M | 0.07% | −131−0.8% | Reduced |
| JustInvest LLC | 16,554 | $4.04M | 0.42% | +7,065+74.5% | Added |
| Bouvel Investment Partners, LLC | 16,886 | $4.13M | 2.33% | +583+3.6% | Added |
| Cohen Capital Management, Inc. | 16,956 | $4.14M | 0.71% | −90−0.5% | Reduced |
| Pearl River Capital, LLC | 17,007 | $4.15M | 1.14% | +17,007 | New |
| Security National Bank | 17,039 | $4.16M | 1.10% | +1,127+7.1% | Added |
| Security National Trust Co | 17,055 | $4.17M | 0.93% | +360+2.2% | Added |
| Mitchell Capital Management Co | 17,064 | $4.17M | 0.91% | −850−4.7% | Reduced |
| Silvant Capital Management LLC | 17,089 | $4.17M | 0.66% | −288−1.7% | Reduced |
| Kovack Advisors, Inc. | 17,125 | $4.18M | 0.48% | −1,418−7.6% | Reduced |
| Roundview Capital LLC | 17,132 | $4.18M | 0.47% | +984+6.1% | Added |
| Mathes Company, Inc. | 17,139 | $4.19M | 1.51% | +65+0.4% | Added |
| Trust Co of Toledo NA | 17,184 | $4.20M | 0.71% | +218+1.3% | Added |
| Kingsview Wealth Management, LLC | 17,165 | $4.21M | 0.21% | +4,051+30.9% | Added |
| Azzad Asset Management Inc | 17,247 | $4.21M | 0.63% | +310+1.8% | Added |