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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 17,304 | $4.23M | 0.87% | +790+4.8% | Added |
| Lazard Freres Gestion S.A.S. | 20,587 | $4.24M | 0.14% | +4,400+27.2% | Added |
| NEXT Financial Group, Inc | 17,376 | $4.24M | 0.34% | +2,867+19.8% | Added |
| Arthur M. Cohen & Associates, LLC | 17,402 | $4.25M | 0.87% | −255−1.4% | Reduced |
| Simmons Bank | 17,425 | $4.26M | 0.31% | +1,832+11.7% | Added |
| QS Investors, LLC | 17,440 | $4.26M | 0.05% | −182−1.0% | Reduced |
| Telemus Capital, LLC | 17,458 | $4.26M | 0.31% | +699+4.2% | Added |
| Evergreen Capital Management LLC | 17,546 | $4.29M | 0.20% | +9,029+106.0% | Added |
| Sumitomo Life Insurance Co | 17,759 | $4.34M | 0.14% | −2,765−13.5% | Reduced |
| World Asset Management Inc | 17,931 | $4.38M | 0.40% | −487−2.6% | Reduced |
| Iowa State Bank | 18,037 | $4.41M | 1.24% | −341−1.9% | Reduced |
| GWM Advisors LLC | 18,064 | $4.41M | 0.12% | +427+2.4% | Added |
| Westwood Management Corp | 18,200 | $4.45M | 0.36% | −1,000−5.2% | Reduced |
| Private Wealth Partners, LLC | 18,441 | $4.50M | 0.42% | +54+0.3% | Added |
| Spinnaker Trust | 18,584 | $4.54M | 0.32% | +642+3.6% | Added |
| Pendal Group Limited | 18,590 | $4.54M | 0.04% | +3,449+22.8% | Added |
| Horizon Investments, LLC | 18,699 | $4.57M | 0.14% | +9,323+99.4% | Added |
| Snowden Capital Advisors LLC | 18,889 | $4.61M | 0.23% | +4,030+27.1% | Added |
| Monetary Management Group Inc | 19,067 | $4.66M | 1.40% | −300−1.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 19,120 | $4.67M | 4.07% | +319+1.7% | Added |
| HBW Advisory Services LLC | 19,137 | $4.67M | 1.23% | +1,665+9.5% | Added |
| Whalerock Point Partners, LLC | 19,192 | $4.69M | 1.80% | −150−0.8% | Reduced |
| Ocean Capital Management, LLC | 19,195 | $4.69M | 2.01% | +1,932+11.2% | Added |
| Cohen Lawrence B | 19,217 | $4.69M | 2.39% | −495−2.5% | Reduced |
| Chartwell Investment Partners, LLC | 19,240 | $4.70M | 0.14% | +5,102+36.1% | Added |
| TOMS Capital Investment Management LP | 19,400 | $4.74M | 0.65% | +19,400 | New |
| Illinois Municipal Retirement Fund | 19,537 | $4.77M | 0.19% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 19,718 | $4.82M | 0.35% | +1,745+9.7% | Added |
| Avestar Capital, LLC | 19,721 | $4.82M | 0.93% | +2,071+11.7% | Added |
| Mirador Capital Partners LP | 19,721 | $4.82M | 1.09% | +338+1.7% | Added |
| CMH Wealth Management LLC | 19,730 | $4.82M | 1.61% | +1,967+11.1% | Added |
| Vestmark Advisory Solutions, Inc. | 19,794 | $4.83M | 0.34% | +3,007+17.9% | Added |
| Kornitzer Capital Management Inc | 19,926 | $4.87M | 0.07% | −4,741−19.2% | Reduced |
| Precept Management LLC | 20,000 | $4.88M | 4.98% | −5,000−20.0% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 19,947 | $4.90M | 0.64% | +898+4.7% | Added |
| Fragasso Group Inc. | 20,218 | $4.94M | 0.66% | +3,727+22.6% | Added |
| Bray Capital Advisors | 20,253 | $4.95M | 1.27% | −20−0.1% | Reduced |
| Icon Wealth Partners, LLC | 20,319 | $4.96M | 0.53% | +2,118+11.6% | Added |
| Mark Stevens | 20,467 | $5.00M | 0.56% | −1,219−5.6% | Reduced |
| Bel Air Investment Advisors LLC | 20,473 | $5.00M | 0.15% | −1,406−6.4% | Reduced |
| Marks Group Wealth Management, Inc | 20,551 | $5.02M | 0.69% | +499+2.5% | Added |
| Chapman Investment Management, LLC | 20,588 | $5.03M | 2.79% | +448+2.2% | Added |
| BP PLC | 20,637 | $5.04M | 0.22% | −8,518−29.2% | Reduced |
| Pathstone Family Office, LLC | 20,650 | $5.04M | 0.15% | +881+4.5% | Added |
| Girard Partners Ltd. | 20,723 | $5.06M | 0.65% | +2,318+12.6% | Added |
| WoodTrust Financial Corp | 20,875 | $5.10M | 1.35% | +563+2.8% | Added |
| Coastal Investment Management, L.P. | 21,000 | $5.13M | 8.26% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 21,008 | $5.13M | 1.16% | +775+3.8% | Added |
| King Wealth | 21,040 | $5.14M | 1.05% | −24,671−54.0% | Reduced |
| LMR Partners LLP | 21,075 | $5.15M | 0.08% | +21,075 | New |
| Siemens Fonds Invest GmbH | 21,320 | $5.21M | 0.62% | +195+0.9% | Added |
| Knuff & Co LLC | 21,326 | $5.21M | 1.94% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21,415 | $5.23M | 0.29% | +796+3.9% | Added |
| Meyer Handelman Co | 21,412 | $5.23M | 0.21% | +5,910+38.1% | Added |
| South State Corp. | 21,433 | $5.24M | 0.45% | −220−1.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 21,441 | $5.24M | 1.97% | +1,379+6.9% | Added |
| Caldwell Trust Co | 21,482 | $5.25M | 0.69% | −403−1.8% | Reduced |
| Shikiar Asset Management Inc | 21,497 | $5.25M | 1.48% | +2,935+15.8% | Added |
| Quinn Opportunity Partners LLC | 21,500 | $5.25M | 0.33% | −8,000−27.1% | Reduced |
| Steel Peak Wealth Management LLC | 21,500 | $5.25M | 0.38% | +619+3.0% | Added |
| Toroso Investments, LLC | 21,556 | $5.26M | 0.21% | +5,403+33.4% | Added |
| Bessemer Group Inc | 21,634 | $5.28M | 0.01% | −76−0.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,634 | $5.29M | 0.85% | +727+3.5% | Added |
| HighPoint Advisor Group LLC | 21,695 | $5.30M | 0.53% | +2,265+11.7% | Added |
| Jackson Square Capital, LLC | 21,705 | $5.30M | 1.70% | +975+4.7% | Added |
| YorkBridge Wealth Partners, LLC | 21,729 | $5.31M | 1.39% | +86+0.4% | Added |
| RB Capital Management, LLC | 21,729 | $5.31M | 2.05% | +305+1.4% | Added |
| Marino, Stram & Associates LLC | 21,729 | $5.31M | 1.39% | +20,577+1,786.2% | Added |
| Allstate Corp | 21,903 | $5.35M | 0.18% | +1,434+7.0% | Added |
| Wetherby Asset Management Inc | 21,973 | $5.37M | 0.33% | +1,026+4.9% | Added |
| Captrust Financial Advisors | 22,037 | $5.38M | 0.05% | −781−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 22,049 | $5.39M | 0.22% | +1,121+5.4% | Added |
| Pinnacle Wealth Advisors | 22,049 | $5.39M | 0.22% | +22,049 | New |
| Belpointe Asset Management LLC | 22,161 | $5.41M | 0.39% | +2,069+10.3% | Added |
| Murphy Capital Management Inc | 22,169 | $5.42M | 0.62% | −223−1.0% | Reduced |
| Meridian Management Co | 22,174 | $5.42M | 1.60% | −1,462−6.2% | Reduced |
| Ethic Inc. | 22,219 | $5.43M | 0.66% | +5,821+35.5% | Added |
| D.A. Davidson & Co. | 22,229 | $5.43M | 0.06% | +1,340+6.4% | Added |
| GPS Wealth Strategies Group, LLC | 22,261 | $5.44M | 1.38% | +674+3.1% | Added |
| MIK Capital, LP | 22,275 | $5.44M | 2.76% | +22,275 | New |
| RNC Capital Management LLC | 22,303 | $5.45M | 0.29% | +2,558+13.0% | Added |
| Trust Co of Kansas | 22,331 | $5.46M | 3.09% | +1,631+7.9% | Added |
| Tiedemann Advisors, LLC | 22,398 | $5.47M | 0.22% | +1,873+9.1% | Added |
| Engineers Gate Manager LP | 22,457 | $5.49M | 0.35% | +21,195+1,679.5% | Added |
| Brighton Jones LLC | 22,546 | $5.51M | 0.28% | +740+3.4% | Added |
| VisionPoint Advisory Group, LLC | 22,601 | $5.52M | 2.46% | +7,141+46.2% | Added |
| Strategic Wealth Advisors Group, LLC | 22,612 | $5.52M | 0.25% | +3,684+19.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,649 | $5.53M | 0.28% | +1,363+6.4% | Added |
| Motley Fool Asset Management LLC | 22,921 | $5.60M | 0.37% | +2,111+10.1% | Added |
| Dash Acquisitions Inc. | 22,934 | $5.60M | 3.19% | +1,634+7.7% | Added |
| FORA Capital, LLC | 23,059 | $5.63M | 1.05% | +23,059 | New |
| Moore Capital Management, LP | 23,110 | $5.64M | 0.10% | +23,110 | New |
| Valeo Financial Advisors, LLC | 69,545 | $5.69M | 0.35% | +268+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 23,344 | $5.70M | 0.92% | +2,112+9.9% | Added |
| Andra AP-fonden | 23,400 | $5.72M | 0.12% | +5,300+29.3% | Added |
| Bayesian Capital Management, LP | 23,400 | $5.72M | 1.49% | +23,400 | New |
| Redpoint Investment Management Pty Ltd | 23,448 | $5.73M | 0.47% | +558+2.4% | Added |
| Annex Advisory Services, LLC | 23,480 | $5.73M | 0.46% | +10,543+81.5% | Added |
| Harbour Capital Advisors, LLC | 23,665 | $5.78M | 1.55% | +120+0.5% | Added |
| IMC-Chicago, LLC | 23,786 | $5.81M | 0.47% | +1,730+7.8% | Added |