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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 1,048 | $256.0K | 0.06% | +1,048 | New |
| PFG Advisors | 1,052 | $257.0K | 0.03% | +58+5.8% | Added |
| PAX Financial Group, LLC | 1,057 | $258.0K | 0.07% | −183−14.8% | Reduced |
| Salvus Wealth Management, LLC | 1,054 | $258.0K | 0.22% | +1,054 | New |
| Emfo, LLC | 1,061 | $259.0K | 0.23% | +1,061 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $260.0K | 0.08% | −70−6.2% | Reduced |
| Lantz Financial LLC | 1,063 | $260.0K | 0.13% | +2+0.2% | Added |
| Tuttle Tactical Management | 1,070 | $261.0K | 0.12% | −1,602−60.0% | Reduced |
| Abacus Planning Group, Inc. | 1,070 | $261.0K | 0.08% | +109+11.3% | Added |
| Ategra Capital Management, LLC | 1,072 | $261.9K | 0.13% | +1,072 | New |
| Gilman Hill Asset Management, LLC | 1,072 | $262.0K | 0.07% | 00.0% | Unchanged |
| Grace Capital | 1,078 | $263.0K | 0.18% | +1,078 | New |
| Clear Street Markets LLC | 1,078 | $263.0K | 0.06% | +1,078 | New |
| Capitolis Advisors LLC | 1,080 | $264.0K | 0.00% | −157,195−99.3% | Reduced |
| Smith, Moore & Co. | 1,081 | $264.0K | 0.04% | −50−4.4% | Reduced |
| Strategy Asset Managers LLC | 1,081 | $264.0K | 0.06% | −18−1.6% | Reduced |
| LVW Advisors, LLC | 1,081 | $264.0K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,084 | $265.0K | 0.03% | −107−9.0% | Reduced |
| Hillman Capital Management, Inc. | 1,085 | $265.0K | 0.10% | +1,085 | New |
| MJP Associates Inc | 1,089 | $266.0K | 0.09% | −86−7.3% | Reduced |
| Gainplan LLC | 1,192 | $267.0K | 0.11% | −297−19.9% | Reduced |
| Blueprint Investment Partners LLC | 1,092 | $267.0K | 0.21% | +1,092 | New |
| Janney Capital Management LLC | 1,099 | $268.0K | 0.02% | +13+1.2% | Added |
| Boyd Watterson Asset Management LLC | 1,100 | $269.0K | 0.11% | −730−39.9% | Reduced |
| Woodmont Investment Counsel LLC | 1,100 | $269.0K | 0.04% | +100+10.0% | Added |
| Doliver Advisors, LP | 1,102 | $269.0K | 0.09% | +1,102 | New |
| Epiq Partners, LLC | 1,107 | $270.0K | 0.14% | −24−2.1% | Reduced |
| Circle Wealth Management, LLC | 1,109 | $271.0K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,108 | $271.0K | 0.05% | +1,108 | New |
| Jackson Creek Investment Advisors LLC | 1,110 | $271.0K | 0.10% | +1,110 | New |
| Triton Wealth Management, PLLC | 1,080 | $272.0K | 0.16% | −132−10.9% | Reduced |
| Clarity Wealth Advisors, LLC | 1,117 | $272.0K | 0.14% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,275 | $272.0K | 0.14% | +1,275 | New |
| Tufton Capital Management | 1,125 | $274.0K | 0.05% | +65+6.1% | Added |
| Busey Wealth Management | 1,130 | $276.0K | 0.01% | −152−11.9% | Reduced |
| Cordasco Financial Network | 1,139 | $278.0K | 0.19% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,140 | $278.0K | 0.04% | +5+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,137 | $278.0K | 0.18% | +55+5.1% | Added |
| Capital Advisors Inc | 1,150 | $281.0K | 0.01% | +1,150 | New |
| Orrstown Financial Services Inc | 1,152 | $282.0K | 0.41% | −366−24.1% | Reduced |
| WealthPLAN Partners, LLC | 1,162 | $282.0K | 0.02% | +15+1.3% | Added |
| Kings Point Capital Management | 1,157 | $283.0K | 0.03% | +102+9.7% | Added |
| HCR Wealth Advisors | 1,163 | $284.0K | 0.05% | +44+3.9% | Added |
| Poehling Capital Management, LLC | 1,163 | $284.0K | 0.09% | +50+4.5% | Added |
| Joel Isaacson & Co., LLC | 1,165 | $285.0K | 0.02% | −100−7.9% | Reduced |
| NewEdge Wealth, LLC | 1,171 | $286.0K | 0.02% | −27,184−95.9% | Reduced |
| Foundry Partners, LLC | 1,172 | $286.0K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 1,176 | $287.0K | 0.04% | −26−2.2% | Reduced |
| United Asset Strategies, Inc. | 1,173 | $287.0K | 0.04% | −15−1.3% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $288.0K | 0.13% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,178 | $288.0K | 0.35% | +607+106.3% | Added |
| Sovereign Financial Group, Inc. | 1,364 | $289.0K | 0.17% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,189 | $290.0K | 0.19% | −6−0.5% | Reduced |
| Quantinno Capital Management LP | 1,188 | $290.0K | 0.33% | 00.0% | Unchanged |
| Balentine LLC | 1,190 | $291.0K | 0.01% | −612−34.0% | Reduced |
| Eidelman Virant Capital | 1,198 | $292.0K | 0.11% | −2,850−70.4% | Reduced |
| Treybourne Wealth Planners, Inc. | 1,194 | $292.0K | 0.18% | +13+1.1% | Added |
| Wealth Architects, LLC | 1,195 | $292.0K | 0.06% | +1,195 | New |
| JSF Financial, LLC | 1,199 | $293.0K | 0.17% | −280−18.9% | Reduced |
| Princeton Capital Management LLC | 1,204 | $294.0K | 0.09% | −1,425−54.2% | Reduced |
| AllSquare Wealth Management LLC | 1,208 | $295.0K | 0.17% | +15+1.3% | Added |
| Morris Retirement Advisors, LLC | 1,207 | $295.0K | 0.25% | +83+7.4% | Added |
| Rock Creek Group, LP | 1,208 | $295.0K | 0.04% | +693+134.6% | Added |
| Terry L. Blaker | 1,211 | $296.0K | 0.02% | −113−8.5% | Reduced |
| Private Capital Group, LLC | 1,217 | $297.0K | 0.07% | −94−7.2% | Reduced |
| Naples Global Advisors, LLC | 1,215 | $297.0K | 0.04% | −50−4.0% | Reduced |
| Peddock Capital Advisors, LLC | 1,229 | $297.0K | 0.10% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,176 | $298.0K | 0.12% | +3+0.3% | Added |
| Security National Bank of Sioux City Iowa | 1,221 | $298.0K | 0.23% | +1,221 | New |
| Resource Management, LLC | 1,227 | $300.0K | 0.03% | −770−38.6% | Reduced |
| Leavell Investment Management, Inc. | 1,417 | $300.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,229 | $300.0K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,234 | $301.0K | 0.01% | −9−0.7% | Reduced |
| Bridgewater Associates, LP | 1,240 | $303.0K | 0.00% | +1,240 | New |
| Griffin Asset Management, Inc. | 1,244 | $304.0K | 0.04% | −90−6.7% | Reduced |
| Main Street Research LLC | 1,243 | $304.0K | 0.02% | −66−5.0% | Reduced |
| Keebeck Wealth Management, LLC | 1,247 | $305.0K | 0.04% | +268+27.4% | Added |
| NFJ Investment Group, LLC | 1,258 | $307.0K | 0.01% | +1,256+62,800.0% | Added |
| Sciencast Management LP | 1,250 | $308.0K | 0.06% | +1,250 | New |
| Roberts Glore & Co Inc | 1,266 | $309.0K | 0.09% | −4−0.3% | Reduced |
| Nichols & Pratt Advisers LLP | 1,265 | $309.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 1,269 | $310.0K | 0.06% | +68+5.7% | Added |
| Pekin Hardy Strauss, Inc. | 1,285 | $314.0K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 1,284 | $314.0K | 0.10% | +10+0.8% | Added |
| Machina Capital S.A.S. | 1,291 | $315.0K | 0.53% | +1,291 | New |
| Jeppson Wealth Management, LLC | 1,305 | $318.0K | 0.17% | +7+0.5% | Added |
| Baker Avenue Asset Management, LP | 1,306 | $319.0K | 0.02% | −12−0.9% | Reduced |
| Grandfield & Dodd, LLC | 1,311 | $320.0K | 0.02% | +2+0.2% | Added |
| Ford Financial Group, LLC | 1,318 | $321.0K | 0.12% | 00.0% | Unchanged |
| Ledyard National Bank | 1,314 | $321.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,314 | $321.0K | 0.15% | +17+1.3% | Added |
| Wealthspire Advisors, LLC | 1,317 | $322.0K | 0.01% | −28,127−95.5% | Reduced |
| Consolidated Capital Management, LLC | 1,317 | $322.0K | 0.15% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,319 | $322.0K | 0.07% | +121+10.1% | Added |
| Arvest Bank Trust Division | 1,322 | $323.0K | 0.02% | +1,322 | New |
| Retirement Income Solutions, Inc | 1,330 | $325.0K | 0.11% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,331 | $325.0K | 0.19% | −2−0.2% | Reduced |
| Valley National Advisers Inc | 1,334 | $326.0K | 0.06% | −5−0.4% | Reduced |
| Wealthstreet Investment Advisors, LLC | 1,340 | $327.0K | 1.70% | −16,827−92.6% | Reduced |
| Bingham Osborn & Scarborough LLC | 1,337 | $327.0K | 0.02% | +1,337 | New |