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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.

Institutional holdersQ2 2021: 2,071 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ2 2021: $178.1B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2021.

Institutions holding CRM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Almanack Investment Partners, LLC.835$204.0K0.02%−483−36.6%Reduced
United Capital Management of KS, Inc.836$204.0K0.08%−102−10.9%Reduced
Baldwin Investment Management, LLC838$205.0K0.03%+838New
Indie Asset Partners, LLC838$205.0K0.17%+838New
Cooper/Haims Advisors, LLC843$206.0K0.14%−450−34.8%Reduced
Arlington Partners LLC844$206.0K0.07%−230−21.4%Reduced
Accredited Investors Inc.842$206.0K0.02%+842New
Leverage Partners Absolute Return Fund SPC850$208.0K0.14%−15,350−94.8%Reduced
Pacific Edge Advisors, LLC853$208.0K0.11%−596−41.1%Reduced
Apriem Advisors850$208.0K0.03%+850New
Pensionmark Financial Group, LLC851$208.0K0.05%+851New
CCG Wealth Management, LLC852$208.0K0.16%+852New
Covenant Multifamily Offices, LLC855$209.0K0.04%+855New
Optimum Investment Advisors860$210.0K0.07%−2,264−72.5%Reduced
20/20 Capital Management, Inc.861$210.0K0.05%+861New
Oak Asset Management, LLC858$210.0K0.09%+858New
Aveo Capital Partners, LLC866$212.0K0.05%+866New
Plancorp, LLC868$212.0K0.02%+868New
Traynor Capital Management, Inc.857$212.0K0.03%+857New
RGT Wealth Advisors, LLC867$212.0K0.04%+867New
Austin Private Wealth, LLC867$212.0K0.05%+867New
Synergy Financial Management, LLC870$213.0K0.06%−179−17.1%Reduced
Ground Swell Capital, LLC874$213.0K1.16%+874New
Arete Wealth Advisors, LLC1,857$214.0K0.03%−2,174−53.9%Reduced
SignalPoint Asset Management, LLC878$214.0K0.07%+878New
Patriot Investment Management Inc.880$214.0K0.02%+880New
MainStreet Investment Advisors LLC884$216.0K0.02%+884New
Greenwich Wealth Management LLC888$217.0K0.02%+888New
SRS Capital Advisors, Inc.891$218.0K0.03%+891New
Texas Capital Bank Wealth Management Services Inc897$219.0K0.03%+897New
Wellspring Financial Advisors, LLC896$219.0K0.07%+896New
Corrigan Financial, Inc.900$219.8K0.07%+900New
Banco de Sabadell, S.A900$220.0K0.15%−17,510−95.1%Reduced
Beaton Management Co. Inc.900$220.0K0.14%+900New
Southland Equity Partners LLC903$220.6K0.10%+903New
American National Bank906$221.0K0.05%+106+13.3%Added
Sculati Wealth Management, LLC906$221.0K0.12%+906New
CRA Financial Services, LLC907$222.0K0.08%+907New
Founders Financial Alliance, LLC917$223.0K0.10%+917New
Pacitti Group Inc.920$224.0K0.13%−45−4.7%Reduced
Schaper Benz & Wise Investment Counsel Inc919$224.0K0.02%+919New
Financial Advisory Group918$224.0K0.05%+918New
First Citizens Financial Corp916$224.0K0.17%+916New
Taurus Asset Management, LLC923$225.0K0.02%+923New
GM Advisory Group, Inc.921$225.0K0.02%+921New
Monticello Wealth Management, LLC921$225.0K0.02%+921New
Taylor, Cottrill, Erickson & Associates, Inc.927$226.0K0.03%+927New
Altus Wealth Group LLC928$227.0K0.22%−21−2.2%Reduced
Pictet North America Advisors SA931$227.0K0.02%+931New
Tower Bridge Advisors933$227.9K0.02%+933New
Bank Pictet & Cie (Asia) Ltd935$228.0K0.06%+935New
RHS Financial, LLC939$229.0K0.17%−199−17.5%Reduced
Adirondack Trust Co938$229.0K0.12%00.0%Unchanged
Palladiem, LLC939$229.0K0.18%+939New
Private Capital Management LLC942$230.0K0.11%+942New
Crescent Grove Advisors, LLC945$231.0K0.02%−180−16.0%Reduced
Veracity Capital LLC945$231.0K0.05%−8−0.8%Reduced
HMS Capital Management, LLC945$231.0K0.10%+945New
Vista Wealth Management Group, LLC944$231.0K0.05%+944New
Liberty Wealth Management LLC951$232.0K0.09%+440+86.1%Added
Capital Investment Counsel, Inc950$232.0K0.05%+950New
Premier Asset Management LLC955$233.0K0.03%−145−13.2%Reduced
Berkeley Capital Partners, LLC952$233.0K0.10%+952New
ZWJ Investment Counsel Inc959$234.0K0.01%−125−11.5%Reduced
Opes Wealth Management LLC960$234.0K0.09%−10−1.0%Reduced
IFG Advisory, LLC968$236.0K0.03%−1,306−57.4%Reduced
Cedar Wealth Management, LLC967$236.0K0.11%+475+96.5%Added
Outlook Wealth Advisors, LLC967$236.0K0.08%+967New
Breiter Capital Management Inc975$238.0K0.13%+975New
Steigerwald, Gordon & Koch Inc.975$238.0K0.04%+975New
Yorktown Management & Research Co Inc980$239.0K0.19%00.0%Unchanged
GFS Advisors, LLC987$241.0K0.05%00.0%Unchanged
Cadence Bank NA987$241.0K0.07%+39+4.1%Added
NinePointTwo Capital988$241.0K0.08%+988New
Well Done, LLC992$242.0K0.05%−85−7.9%Reduced
Chelsea Counsel Co994$243.0K0.11%00.0%Unchanged
Levin Capital Strategies, L.P.995$243.0K0.03%00.0%Unchanged
Cantor Fitzgerald Investment Adviser L.P.1,000$244.0K0.02%00.0%Unchanged
Brandywine Managers, LLC1,000$244.0K0.28%00.0%Unchanged
Bank of Nova Scotia Trust Co999$244.0K0.02%−1−0.1%Reduced
Arbor Investment Advisors, LLC1,000$244.0K0.05%00.0%Unchanged
First Growth Investment Manager LP1,000$244.0K0.16%00.0%Unchanged
united american securities inc. (d/b/a uas asset management)1,000$244.0K0.06%+1,000New
RFG Advisory, LLC1,001$245.0K0.02%−107−9.7%Reduced
Hexagon Capital Partners LLC1,004$245.0K0.07%+205+25.7%Added
Thompson Investment Management, Inc.1,006$246.0K0.04%+3+0.3%Added
Sage Mountain Advisors LLC1,007$246.0K0.04%+1,007New
Financial Advisors Network, Inc.1,010$247.0K0.07%+5+0.5%Added
Soltis Investment Advisors LLC1,012$247.0K0.04%+29+3.0%Added
Close Asset Management Ltd1,018$249.0K0.01%−980−49.0%Reduced
FinTrust Capital Advisors, LLC1,025$250.0K0.07%−25−2.4%Reduced
Peachtree Investment Partners, LLC1,025$250.0K0.12%00.0%Unchanged
Benin Management CORP1,025$250.0K0.08%+1,025New
KC Investment Advisors, LLC1,038$254.0K0.20%−667−39.1%Reduced
Concord Wealth Partners1,039$254.0K0.07%−18−1.7%Reduced
Meitav Dash Investments Ltd1,039$254.0K0.01%−7−0.7%Reduced
Axiom Investment Management LLC1,037$254.0K0.20%+1,037New
Nicholas Hoffman & Company, LLC.1,040$254.0K0.05%+1,040New
Financial Network Wealth Management LLC1,046$256.0K0.15%00.0%Unchanged
Reilly Financial Advisors, LLC1,046$256.0K0.02%+119+12.8%Added