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; 2,491 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 230 | $56.0K | 0.42% | +230 | New |
| Delta Asset Management LLC | 234 | $57.0K | 0.01% | +25+12.0% | Added |
| Tower View Investment Management & Research LLC | 247 | $60.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 247 | $60.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 250 | $61.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 254 | $62.0K | 0.00% | −7,307−96.6% | Reduced |
| Sound Income Strategies, LLC | 252 | $62.0K | 0.01% | −561−69.0% | Reduced |
| Hartford Financial Management Inc. | 255 | $62.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 256 | $63.0K | 0.04% | +256 | New |
| Truehand, Inc | 268 | $65.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 271 | $66.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 283 | $69.0K | 0.01% | −79−21.8% | Reduced |
| Perkins Coie Trust Co | 287 | $70.0K | 0.02% | −40−12.2% | Reduced |
| LSV Asset Management | 300 | $73.0K | 0.00% | −3,300−91.7% | Reduced |
| Country Trust Bank | 300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $73.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 300 | $73.0K | 0.05% | +300 | New |
| Perennial Advisors, LLC | 304 | $74.0K | 0.02% | 00.0% | Unchanged |
| Estate Counselors, LLC | 308 | $75.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $76.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 319 | $77.9K | 0.03% | −68−17.6% | Reduced |
| Summit Wealth Group, LLC | 318 | $78.0K | 0.12% | 00.0% | Unchanged |
| QVR LLC | 326 | $80.0K | 0.20% | +32+10.9% | Added |
| Bollard Group LLC | 330 | $81.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 334 | $82.0K | 0.01% | +32+10.6% | Added |
| Emerald Advisers, LLC | 335 | $82.0K | 0.00% | +335 | New |
| Thompson Siegel & Walmsley LLC | 338 | $83.0K | 0.00% | −15−4.2% | Reduced |
| McIlrath & Eck, LLC | 350 | $85.0K | 0.03% | −29−7.7% | Reduced |
| Better Money Decisions, LLC | 346 | $85.0K | 0.08% | 00.0% | Unchanged |
| Savior LLC | 354 | $86.0K | 0.07% | −53−13.0% | Reduced |
| Assetmark, Inc | 364 | $89.0K | 0.00% | +37+11.3% | Added |
| tru Independence LLC | 370 | $90.0K | 0.03% | +370 | New |
| Fortis Advisors, LLC | 373 | $91.0K | 0.05% | +373 | New |
| Logan Capital Management Inc | 377 | $92.0K | 0.00% | +79+26.5% | Added |
| Guinness Atkinson Asset Management Inc | 380 | $93.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 382 | $94.0K | 0.02% | −52−12.0% | Reduced |
| Ironwood Financial, llc | 389 | $95.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 388 | $95.0K | 0.02% | +268+223.3% | Added |
| KB Financial Partners, LLC | 399 | $97.0K | 0.04% | −34−7.9% | Reduced |
| BerganKDV Wealth Management, LLC | 400 | $98.0K | 0.01% | +100+33.3% | Added |
| Capital Directions Investment Advisors, LLC | 403 | $98.0K | 0.03% | +403 | New |
| Clean Yield Group | 405 | $99.0K | 0.04% | +405 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $100.2K | 0.12% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 415 | $101.0K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 419 | $102.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 409 | $103.0K | 0.08% | +409 | New |
| Cohen & Steers, Inc. | 430 | $105.0K | 0.00% | +35+8.9% | Added |
| Parisi Gray Wealth Management | 435 | $106.0K | 0.04% | +435 | New |
| Hillsdale Investment Management Inc. | 440 | $107.0K | 0.01% | +50+12.8% | Added |
| Pin Oak Investment Advisors Inc | 445 | $109.0K | 0.11% | −903−67.0% | Reduced |
| Manchester Capital Management LLC | 447 | $109.0K | 0.02% | −78−14.9% | Reduced |
| Community Bank, N.A. | 454 | $111.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 450 | $113.0K | 0.03% | −15−3.2% | Reduced |
| Gladius Capital Management LP | 470 | $115.0K | 0.04% | −15,539−97.1% | Reduced |
| JCIC Asset Management Inc. | 387 | $117.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 483 | $118.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 496 | $121.0K | 0.01% | −51−9.3% | Reduced |
| Vestor Capital, LLC | 500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $122.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $122.0K | 0.01% | +200+66.7% | Added |
| GVO Asset Management Ltd | 503 | $123.0K | 0.10% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 530 | $129.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 537 | $131.0K | 0.04% | −100−15.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 537 | $131.2K | 0.05% | +537 | New |
| Institutional & Family Asset Management, LLC | 542 | $132.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 541 | $132.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 541 | $132.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 545 | $133.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 562 | $137.0K | 0.07% | +350+165.1% | Added |
| Dark Forest Capital Management LP | 566 | $138.0K | 0.06% | +566 | New |
| D'Orazio & Associates, Inc. | 568 | $139.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 590 | $144.1K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 591 | $144.4K | 0.02% | +317+115.7% | Added |
| Blume Capital Management, Inc. | 600 | $147.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 601 | $147.0K | 0.03% | +33+5.8% | Added |
| Versant Capital Management, Inc | 623 | $152.0K | 0.06% | +33+5.6% | Added |
| Tobam | 628 | $153.0K | 0.01% | −160−20.3% | Reduced |
| Carolinas Wealth Consulting LLC | 633 | $155.0K | 0.03% | +19+3.1% | Added |
| Holloway Wealth Management, LLC | – | $156.0K | 0.05% | – | – |
| Baystate Wealth Management LLC | 661 | $161.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 670 | $164.0K | 0.05% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 680 | $166.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 688 | $168.0K | 0.06% | −131−16.0% | Reduced |
| Prestige Wealth Management Group LLC | 746 | $182.0K | 0.05% | −969−56.5% | Reduced |
| Howe & Rusling Inc | 745 | $182.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 750 | $183.0K | 0.11% | 00.0% | Unchanged |
| TFC Financial Management | 765 | $187.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 768 | $188.0K | 0.07% | +119+18.3% | Added |
| Sage Private Wealth Group, LLC | 779 | $190.0K | 0.26% | +6+0.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 788 | $194.0K | 0.00% | −5,051−86.5% | Reduced |
| Focused Wealth Management, Inc | 799 | $195.0K | 0.03% | −50−5.9% | Reduced |
| Clarity Financial LLC | 823 | $201.0K | 0.04% | −1,381−62.7% | Reduced |
| Nachman Norwood & Parrott, Inc | 823 | $201.0K | 0.02% | +823 | New |
| Deseret Mutual Benefit Administrators | 821 | $201.0K | 0.05% | +821 | New |
| Single Point Partners, LLC | 822 | $201.0K | 0.07% | +822 | New |
| Cary Street Partner Investment Advisory LLC | 828 | $202.0K | 0.07% | +828 | New |
| HHM Wealth Advisors, LLC | 833 | $203.0K | 0.06% | +23+2.8% | Added |
| Biltmore Capital Advisors LLC | 830 | $203.0K | 0.04% | +830 | New |
| Douglas Lane & Associates, LLC | 831 | $203.0K | 0.00% | +831 | New |
| AIA Group Ltd | 860 | $204.0K | 0.01% | −1,294−60.1% | Reduced |