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 |
|---|---|---|---|---|---|
| Permanens Capital L.P. | 34,169 | $8.35M | 1.50% | +9,280+37.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 15,158 | $8.37M | 0.21% | −184,810−92.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 34,290 | $8.38M | 0.42% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34,308 | $8.38M | 0.36% | +2,915+9.3% | Added |
| Exchange Capital Management, Inc. | 35,087 | $8.57M | 1.64% | +1,270+3.8% | Added |
| Gardner Lewis Asset Management L P | 35,113 | $8.58M | 1.41% | −3,827−9.8% | Reduced |
| TPI Fund Managers Ltd | 35,166 | $8.59M | 1.18% | +4,361+14.2% | Added |
| Novare Capital Management LLC | 35,238 | $8.61M | 0.96% | +2,591+7.9% | Added |
| Motco | 35,455 | $8.66M | 0.57% | +93+0.3% | Added |
| Sigma Planning Corp | 35,493 | $8.67M | 0.26% | −1,068−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 35,579 | $8.69M | 0.10% | −4,826−11.9% | Reduced |
| Duality Advisers, LP | 35,813 | $8.75M | 0.78% | +35,813 | New |
| Ally Financial Inc. | 36,000 | $8.79M | 0.87% | 00.0% | Unchanged |
| Grassi Investment Management | 36,071 | $8.81M | 0.96% | +488+1.4% | Added |
| Autus Asset Management, LLC | 36,257 | $8.86M | 0.97% | −377−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 36,429 | $8.90M | 0.48% | +33,775+1,272.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 36,679 | $8.96M | 1.55% | +36,679 | New |
| Perigon Wealth Management, LLC | 36,902 | $9.01M | 0.80% | −6,898−15.7% | Reduced |
| Mizuho Markets Cayman LP | 36,963 | $9.03M | 1.66% | +4,825+15.0% | Added |
| Crossvault Capital Management LLC | 37,366 | $9.04M | 2.76% | −268−0.7% | Reduced |
| Independent Advisor Alliance | 37,297 | $9.11M | 0.50% | −2,973−7.4% | Reduced |
| Marco Investment Management LLC | 37,370 | $9.13M | 1.06% | +2,295+6.5% | Added |
| BBVA USA | 37,564 | $9.18M | 0.51% | +37,564 | New |
| Highland Capital Management, LLC | 37,938 | $9.27M | 0.55% | −2,140−5.3% | Reduced |
| Spire Wealth Management | 37,358 | $9.29M | 0.25% | +432+1.2% | Added |
| Wedbush Securities Inc | 38,114 | $9.31M | 0.44% | −46−0.1% | Reduced |
| Parsons Capital Management Inc | 38,227 | $9.34M | 0.71% | −623−1.6% | Reduced |
| Xcel Wealth Management, LLC | 38,584 | $9.43M | 2.84% | +82+0.2% | Added |
| Moors & Cabot, Inc. | 39,133 | $9.56M | 0.67% | −32−0.1% | Reduced |
| Tudor Investment Corp Et Al | 39,302 | $9.60M | 0.20% | +20,478+108.8% | Added |
| Alexandria Capital, LLC | 39,338 | $9.61M | 0.89% | +5,309+15.6% | Added |
| E. Ohman J:or Asset Management AB | 39,450 | $9.64M | 0.30% | +3,000+8.2% | Added |
| Azimuth Capital Management LLC | 39,611 | $9.68M | 0.42% | +1,306+3.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,640 | $9.68M | 0.90% | +3,379+9.3% | Added |
| Cohen Klingenstein LLC | 39,713 | $9.70M | 0.42% | 00.0% | Unchanged |
| Alight Capital Management LP | 40,000 | $9.77M | 2.85% | +40,000 | New |
| Edge Wealth Management LLC | 39,986 | $9.79M | 1.99% | +606+1.5% | Added |
| Commerce Bank | 40,113 | $9.80M | 0.07% | −768−1.9% | Reduced |
| Sand Hill Global Advisors, LLC | 40,200 | $9.82M | 0.60% | +1,878+4.9% | Added |
| Allen Investment Management LLC | 40,326 | $9.85M | 0.13% | +434+1.1% | Added |
| Vancity Investment Management Ltd | 40,669 | $9.93M | 1.39% | +2,749+7.2% | Added |
| Bank of the West | 40,768 | $9.96M | 1.01% | −14,963−26.8% | Reduced |
| Sequoia Financial Advisors, LLC | 40,776 | $9.96M | 0.36% | +4,053+11.0% | Added |
| KCM Investment Advisors LLC | 40,820 | $9.97M | 0.40% | −2,192−5.1% | Reduced |
| Kinneret Advisory, LLC | 40,882 | $9.99M | 1.18% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 40,915 | $9.99M | 0.18% | +4,833+13.4% | Added |
| Keybank National Association | 40,954 | $10.0M | 0.04% | −452−1.1% | Reduced |
| Oak Ridge Investments LLC | 41,028 | $10.0M | 0.88% | −783−1.9% | Reduced |
| Rothschild Investment Corp | 41,226 | $10.1M | 0.80% | +5,382+15.0% | Added |
| First National Trust Co | 41,868 | $10.2M | 0.62% | +1,497+3.7% | Added |
| Alyeska Investment Group, L.P. | 41,964 | $10.3M | 0.12% | −489,498−92.1% | Reduced |
| Cornerstone Advisors, LLC | 42,000 | $10.3M | 0.61% | +26,000+162.5% | Added |
| CFM Wealth Partners LLC | 42,033 | $10.3M | 2.73% | +311+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 42,051 | $10.3M | 0.18% | +446+1.1% | Added |
| Kemnay Advisory Services Inc. | 42,303 | $10.3M | 1.22% | 00.0% | Unchanged |
| Covington Capital Management | 42,350 | $10.3M | 0.41% | −135−0.3% | Reduced |
| Leonteq Securities AG | 42,630 | $10.4M | 0.79% | −38,603−47.5% | Reduced |
| Roosevelt Investment Group LLC | 42,770 | $10.4M | 0.63% | +4,233+11.0% | Added |
| Moreno Evelyn V | 42,797 | $10.5M | 2.45% | −708−1.6% | Reduced |
| Banque Cantonale Vaudoise | 42,925 | $10.5M | 0.47% | −9,799−18.6% | Reduced |
| Wealthfront Advisers LLC | 43,282 | $10.6M | 0.05% | +12,865+42.3% | Added |
| AXS Investments LLC | 43,686 | $10.7M | 3.25% | +17,939+69.7% | Added |
| Johnson Investment Counsel Inc | 44,318 | $10.8M | 0.15% | +84+0.2% | Added |
| Central Trust Co | 45,078 | $11.0M | 0.40% | −6,143−12.0% | Reduced |
| Akaris Global Partners, LP | 45,218 | $11.0M | 10.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 45,356 | $11.1M | 0.43% | +2,174+5.0% | Added |
| Buckingham Capital Management, Inc. | 45,485 | $11.1M | 1.80% | +362+0.8% | Added |
| Progressive Investment Management Corp | 45,887 | $11.2M | 3.50% | +62+0.1% | Added |
| Northstar Asset Management Inc | 46,342 | $11.3M | 3.03% | +3,601+8.4% | Added |
| Trybe Capital Management LP | 46,384 | $11.3M | 6.91% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 46,827 | $11.4M | 0.09% | +2,997+6.8% | Added |
| Shufro Rose & Co LLC | 47,018 | $11.5M | 0.87% | −1,534−3.2% | Reduced |
| Gifford Fong Associates | 47,621 | $11.6M | 2.26% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 47,929 | $11.7M | 0.17% | −4,634−8.8% | Reduced |
| Achmea Investment Management B.V. | 48,038 | $11.7M | 0.40% | −1,086−2.2% | Reduced |
| Sandy Spring Bank | 48,203 | $11.8M | 0.62% | +1,994+4.3% | Added |
| Stillwater Capital Advisors, LLC | 48,670 | $11.9M | 1.97% | +1,385+2.9% | Added |
| Covington Investment Advisors Inc. | 48,903 | $11.9M | 2.62% | +377+0.8% | Added |
| Chesley Taft & Associates LLC | 49,688 | $12.1M | 0.70% | −190−0.4% | Reduced |
| Erste Asset Management GmbH | 49,407 | $12.1M | 0.24% | +4,495+10.0% | Added |
| Private Advisor Group, LLC | 49,862 | $12.2M | 0.11% | −2,690−5.1% | Reduced |
| Synovus Financial Corp | 50,036 | $12.2M | 0.12% | −321−0.6% | Reduced |
| First Sabrepoint Capital Management LP | 50,000 | $12.2M | 3.93% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 50,000 | $12.2M | 0.59% | +50,000 | New |
| Shanda Asset Management Holdings Ltd | 50,000 | $12.2M | 1.64% | +50,000 | New |
| Congress Asset Management Co | 50,075 | $12.2M | 0.10% | +392+0.8% | Added |
| Neville Rodie & Shaw Inc | 50,081 | $12.2M | 0.94% | −1,230−2.4% | Reduced |
| Quilter Plc | 50,750 | $12.4M | 0.36% | −7,352−12.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 50,807 | $12.4M | 0.64% | +31,925+169.1% | Added |
| Roffman Miller Associates Inc | 51,097 | $12.5M | 0.95% | +3,145+6.6% | Added |
| Psagot Investment House Ltd. | 51,219 | $12.5M | 0.45% | −111,423−68.5% | Reduced |
| Verition Fund Management LLC | 51,291 | $12.5M | 0.18% | −400,189−88.6% | Reduced |
| Lido Advisors, LLC | 51,670 | $12.6M | 0.31% | +2,793+5.7% | Added |
| First Horizon Corp | 51,688 | $12.6M | 1.13% | −342−0.7% | Reduced |
| Trexquant Investment LP | 51,861 | $12.7M | 1.07% | +51,861 | New |
| Freestone Capital Holdings, LLC | 52,562 | $12.8M | 0.64% | −3,710−6.6% | Reduced |
| Jasper Ridge Partners, L.P. | 52,709 | $12.9M | 0.64% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 53,200 | $13.0M | 0.13% | −14,600−21.5% | Reduced |
| Adell Harriman & Carpenter Inc | 53,650 | $13.1M | 1.38% | −575−1.1% | Reduced |
| Jackson Wealth Management, LLC | 53,889 | $13.2M | 1.67% | +5,055+10.4% | Added |