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 |
|---|---|---|---|---|---|
| GAM Holding AG | 23,907 | $5.84M | 0.25% | −59−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 23,999 | $5.86M | 1.11% | +3,610+17.7% | Added |
| Twinbeech Capital LP | 24,009 | $5.87M | 0.71% | +24,009 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 24,101 | $5.89M | 0.62% | −1,359−5.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 24,277 | $5.93M | 0.55% | −1,339−5.2% | Reduced |
| Boothbay Fund Management, LLC | 24,306 | $5.94M | 0.24% | +14,165+139.7% | Added |
| Executive Wealth Management, LLC | 24,416 | $5.96M | 0.65% | +331+1.4% | Added |
| Surevest, LLC | 24,476 | $5.98M | 1.56% | +3,933+19.1% | Added |
| Jag Capital Management, LLC | 24,548 | $6.00M | 0.47% | +22+0.1% | Added |
| Peapack Gladstone Financial Corp | 24,784 | $6.05M | 0.15% | +1,221+5.2% | Added |
| Candlestick Capital Management LP | 24,812 | $6.06M | 0.19% | +24,812 | New |
| Game Creek Capital, LP | 24,875 | $6.08M | 3.27% | +10,325+71.0% | Added |
| IBM Retirement Fund | 24,969 | $6.10M | 0.48% | −4,902−16.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.11M | 2.64% | +10,000+66.7% | Added |
| Sitrin Capital Management LLC | 25,006 | $6.11M | 2.75% | −379−1.5% | Reduced |
| Advisor Partners LLC | 25,401 | $6.21M | 0.41% | +496+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 25,617 | $6.26M | 0.37% | +3,700+16.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 25,736 | $6.29M | 2.37% | +4,896+23.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 25,837 | $6.31M | 0.61% | −5,589−17.8% | Reduced |
| Avantax Advisory Services, Inc. | 25,844 | $6.32M | 0.11% | +4,641+21.9% | Added |
| Flputnam Investment Management Co | 25,873 | $6.32M | 0.22% | −1,974−7.1% | Reduced |
| Peloton Wealth Strategists | 25,980 | $6.35M | 2.62% | −920−3.4% | Reduced |
| Level Four Advisory Services, LLC | 26,015 | $6.36M | 0.44% | +612+2.4% | Added |
| Elite Wealth Management, Inc. | 26,063 | $6.37M | 2.79% | +3,250+14.2% | Added |
| Aj Wealth Strategies, LLC | 26,170 | $6.39M | 0.38% | −3,630−12.2% | Reduced |
| Kestra Private Wealth Services, LLC | 26,219 | $6.41M | 0.39% | +1,756+7.2% | Added |
| Nelson Capital Management, LLC | 26,237 | $6.41M | 1.30% | +284+1.1% | Added |
| Oak Harvest Investment Services | 26,251 | $6.41M | 2.11% | +1,846+7.6% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 26,448 | $6.46M | 0.82% | +10,824+69.3% | Added |
| Arrow Financial Corp | 26,475 | $6.47M | 0.82% | −802−2.9% | Reduced |
| Garde Capital, Inc. | 26,703 | $6.52M | 0.67% | −983−3.6% | Reduced |
| O'Shares Investment Advisers, LLC | 27,036 | $6.60M | 0.47% | −6,710−19.9% | Reduced |
| Everence Capital Management Inc | 27,247 | $6.66M | 0.55% | +1,460+5.7% | Added |
| Ziegler Capital Management, LLC | 3,579 | $6.66M | 0.22% | −23,423−86.7% | Reduced |
| Independent Financial Group, LLC | 27,267 | $6.66M | 0.71% | +775+2.9% | Added |
| Gotham Asset Management, LLC | 27,293 | $6.67M | 0.28% | −6,361−18.9% | Reduced |
| Private Asset Management Inc | 27,424 | $6.70M | 0.89% | +266+1.0% | Added |
| Lee Capital Holdings LLC | 27,450 | $6.71M | 3.38% | −1,960−6.7% | Reduced |
| Karp Capital Management Corp | 27,457 | $6.71M | 0.99% | +4,321+18.7% | Added |
| National Asset Management, Inc. | 27,644 | $6.73M | 0.22% | +1,297+4.9% | Added |
| Consolidated Investment Group LLC | 27,600 | $6.74M | 1.12% | +9,200+50.0% | Added |
| FWL Investment Management, LLC | 27,664 | $6.76M | 4.10% | +1,102+4.1% | Added |
| Wellington Shields Capital Management, LLC | 27,861 | $6.81M | 0.82% | −342−1.2% | Reduced |
| Transform Wealth, LLC | 28,232 | $6.90M | 0.84% | +9,213+48.4% | Added |
| Meeder Asset Management Inc | 28,245 | $6.90M | 0.32% | −442−1.5% | Reduced |
| Nixon Peabody Trust Co | 28,309 | $6.92M | 2.66% | −40.0% | Reduced |
| IndexIQ Advisors LLC | 28,324 | $6.92M | 0.23% | +774+2.8% | Added |
| SP Asset Management | 28,496 | $6.94M | 0.76% | +212+0.7% | Added |
| Cresset Asset Management, LLC | 28,440 | $6.95M | 0.10% | +10,337+57.1% | Added |
| Fiduciary Trust Co | 28,495 | $6.96M | 0.13% | +8,457+42.2% | Added |
| Federation des caisses Desjardins du Quebec | 28,633 | $6.99M | 0.07% | +9,334+48.4% | Added |
| Prentiss Smith & Co Inc | 28,641 | $7.00M | 3.37% | −861−2.9% | Reduced |
| Cigna Investments Inc | 28,721 | $7.02M | 0.50% | −4,097−12.5% | Reduced |
| Cozad Asset Management Inc | 28,987 | $7.08M | 1.11% | −2,555−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 29,103 | $7.11M | 0.25% | +22,204+321.8% | Added |
| Orion Portfolio Solutions, LLC | 29,130 | $7.12M | 0.28% | +7,164+32.6% | Added |
| Advisory Services Network, LLC | 29,240 | $7.14M | 0.23% | +2,579+9.7% | Added |
| Prospera Financial Services Inc | 29,587 | $7.23M | 0.36% | −5,251−15.1% | Reduced |
| Dowling & Yahnke LLC | 29,688 | $7.25M | 0.42% | +1,258+4.4% | Added |
| Unio Capital LLC | 29,741 | $7.26M | 3.24% | −527−1.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,025 | $7.33M | 3.37% | −5,927−16.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 30,184 | $7.37M | 0.31% | +1,995+7.1% | Added |
| RPG Investment Advisory, LLC | 30,637 | $7.48M | 1.22% | +995+3.4% | Added |
| De Burlo Group Inc | 30,807 | $7.53M | 1.20% | −350−1.1% | Reduced |
| Fiduciary Group LLC | 30,872 | $7.54M | 0.87% | +1,191+4.0% | Added |
| Ashfield Capital Partners, LLC | 31,103 | $7.60M | 0.54% | +26,844+630.3% | Added |
| Stratos Wealth Partners, LTD. | 31,237 | $7.63M | 0.19% | −3,242−9.4% | Reduced |
| Regentatlantic Capital LLC | 31,262 | $7.64M | 0.23% | +4,283+15.9% | Added |
| Raymond James Trust N.A. | 31,453 | $7.68M | 0.26% | +670+2.2% | Added |
| Alerus Financial NA | 31,474 | $7.69M | 0.78% | +7,924+33.6% | Added |
| Sepio Capital, LP | 31,477 | $7.69M | 0.64% | −2,405−7.1% | Reduced |
| Hexavest Inc. | 31,483 | $7.69M | 0.38% | −5,346−14.5% | Reduced |
| Webster Bank, N. A. | 31,504 | $7.70M | 0.84% | −553−1.7% | Reduced |
| Advisors Asset Management, Inc. | 31,740 | $7.75M | 0.11% | +215+0.7% | Added |
| Alpha Cubed Investments, LLC | 31,845 | $7.78M | 0.56% | −269−0.8% | Reduced |
| Brewin Dolphin Ltd | 31,862 | $7.78M | 0.35% | +1,473+4.8% | Added |
| Calamos Wealth Management LLC | 31,889 | $7.79M | 0.61% | −1,993−5.9% | Reduced |
| Cambridge Financial Group, Inc. | 32,109 | $7.84M | 3.35% | +100.0% | Added |
| St Germain D J Co Inc | 32,382 | $7.91M | 0.50% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 32,399 | $7.91M | 1.32% | +2,500+8.4% | Added |
| Cypress Capital Group | 32,514 | $7.94M | 1.08% | −486−1.5% | Reduced |
| Point72 Hong Kong Ltd | 32,543 | $7.95M | 0.55% | −10,278−24.0% | Reduced |
| Harbor Investment Advisory, LLC | 32,596 | $7.96M | 1.08% | −112−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 32,656 | $7.98M | 1.39% | −702−2.1% | Reduced |
| Trust Co of Vermont | 32,717 | $7.99M | 0.56% | +1,594+5.1% | Added |
| ACG Wealth | 32,799 | $8.01M | 1.02% | +4,030+14.0% | Added |
| Codex Capital, L.L.C. | 32,950 | $8.04M | 4.20% | −1,600−4.6% | Reduced |
| Quadrature Capital Ltd | 32,962 | $8.05M | 0.31% | +32,962 | New |
| Swarthmore Group Inc | 32,980 | $8.06M | 2.08% | −8,414−20.3% | Reduced |
| Northstar Investment Advisors LLC | 33,322 | $8.06M | 1.07% | +818+2.5% | Added |
| Douglass Winthrop Advisors, LLC | 33,123 | $8.09M | 0.20% | +2,635+8.6% | Added |
| Twin Capital Management Inc | 33,241 | $8.12M | 0.75% | +10,769+47.9% | Added |
| Cetera Investment Advisers | 33,479 | $8.18M | 0.13% | +4,929+17.3% | Added |
| Means Investment Co., Inc. | 33,514 | $8.19M | 1.64% | +2,624+8.5% | Added |
| Deltec Asset Management LLC | 33,680 | $8.23M | 1.13% | −16,300−32.6% | Reduced |
| Bank Hapoalim BM | 33,799 | $8.26M | 0.95% | −5,686−14.4% | Reduced |
| AlphaCrest Capital Management LLC | 33,803 | $8.26M | 0.35% | +17,872+112.2% | Added |
| Boston Common Asset Management, LLC | 33,978 | $8.30M | 0.36% | +6,848+25.2% | Added |
| Scholtz & Company, LLC | 34,045 | $8.32M | 2.84% | +1,057+3.2% | Added |
| AE Wealth Management LLC | 34,115 | $8.33M | 0.07% | −20,629−37.7% | Reduced |