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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 1,342 | $328.0K | 0.05% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,347 | $329.0K | 0.06% | +73+5.7% | Added |
| KWB Wealth | 1,559 | $330.0K | 0.06% | 00.0% | Unchanged |
| Weik Capital Management | 1,355 | $331.0K | 0.13% | +1,355 | New |
| Somerset Group LLC | 1,360 | $332.0K | 0.24% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,358 | $332.0K | 0.08% | +374+38.0% | Added |
| Formidable Asset Management, LLC | 1,396 | $335.0K | 0.07% | −25−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,377 | $336.0K | 0.10% | +81+6.3% | Added |
| Waddell & Associates, LLC | 1,374 | $336.0K | 0.06% | +1,374 | New |
| Connecticut Wealth Management, LLC | 1,378 | $337.0K | 0.03% | −562−29.0% | Reduced |
| Beacon Financial Advisory LLC | 1,385 | $338.0K | 0.18% | +10+0.7% | Added |
| Galvin, Gaustad & Stein, LLC | 1,382 | $338.0K | 0.03% | +63+4.8% | Added |
| Everhart Financial Group, Inc. | 1,392 | $340.0K | 0.23% | +1,392 | New |
| Natixis Investment Managers International | 1,396 | $341.0K | 0.02% | −37−2.6% | Reduced |
| Okabena Investment Services Inc | 1,394 | $341.0K | 0.16% | +1,394 | New |
| Alpha Omega Group, Inc. | 1,402 | $342.0K | 0.36% | +402+40.2% | Added |
| CX Institutional | 1,403 | $343.0K | 0.03% | −6,857−83.0% | Reduced |
| Rockbridge Investment Management, LCC | 1,408 | $344.0K | 0.06% | +4+0.3% | Added |
| Winthrop Advisory Group LLC | 1,414 | $345.0K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 1,420 | $347.0K | 0.04% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,422 | $347.0K | 0.38% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,429 | $349.0K | 0.10% | −100−6.5% | Reduced |
| One + One Wealth Management, LLC | 1,429 | $349.0K | 0.24% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,429 | $349.0K | 0.03% | +125+9.6% | Added |
| Islay Capital Management, LLC | 1,434 | $350.0K | 0.28% | −413−22.4% | Reduced |
| Boston Trust Walden Corp | 1,437 | $351.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 1,439 | $352.0K | 0.05% | +393+37.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,448 | $354.0K | 0.26% | +1,448 | New |
| Quad-Cities Investment Group, LLC | 1,452 | $355.0K | 0.24% | −5−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 1,458 | $356.0K | 0.04% | −1,034−41.5% | Reduced |
| Good Life Advisors, LLC | 1,456 | $356.0K | 0.07% | −488−25.1% | Reduced |
| Oakworth Capital, Inc. | 1,466 | $358.0K | 0.04% | +43+3.0% | Added |
| Northeast Investment Management | 1,464 | $358.0K | 0.02% | +50+3.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,464 | $358.0K | 0.02% | +138+10.4% | Added |
| Opal Wealth Advisors, LLC | 1,464 | $358.0K | 0.33% | +252+20.8% | Added |
| Cypress Capital Management LLC (WY) | 1,472 | $360.0K | 0.28% | −91−5.8% | Reduced |
| Delta Financial Advisors LLC | 1,473 | $360.0K | 0.16% | +416+39.4% | Added |
| Wedge Capital Management L L P | 1,482 | $362.0K | 0.00% | +1,482 | New |
| First American Trust, FSB | 1,490 | $364.0K | 0.06% | +1,490 | New |
| Sargent Bickham Lagudis LLC | 1,495 | $365.0K | 0.03% | +22+1.5% | Added |
| Notis-McConarty Edward | 1,500 | $366.0K | 0.14% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,500 | $366.0K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,503 | $367.0K | 0.06% | +52+3.6% | Added |
| Neo Ivy Capital Management | 1,510 | $369.0K | 0.37% | −39−2.5% | Reduced |
| North Star Investment Management Corp. | 1,514 | $370.0K | 0.03% | +680+81.5% | Added |
| Mengis Capital Management, Inc. | 1,521 | $371.0K | 0.08% | −90−5.6% | Reduced |
| Private Portfolio Partners LLC | 1,520 | $371.3K | 0.11% | −25−1.6% | Reduced |
| MACRO Consulting Group | 1,524 | $372.0K | 0.19% | +51+3.5% | Added |
| 1776 Wealth LLC | 1,523 | $372.0K | 0.21% | +100+7.0% | Added |
| Appleton Partners Inc | 1,526 | $373.0K | 0.03% | −272−15.1% | Reduced |
| Credential Qtrade Securities Inc. | 1,534 | $374.7K | 0.03% | +173+12.7% | Added |
| Cottage Street Advisors LLC | 1,539 | $376.0K | 0.22% | +550+55.6% | Added |
| Waypoint Wealth Partners Inc. | 1,545 | $377.0K | 0.15% | −1,502−49.3% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $377.0K | 0.27% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,545 | $377.0K | 0.10% | +211+15.8% | Added |
| Warren Averett Asset Management, LLC | 1,498 | $377.0K | 0.03% | +554+58.7% | Added |
| CNB Bank | 1,547 | $378.0K | 0.24% | +2+0.1% | Added |
| Chicago Trust Co NA | 1,549 | $378.0K | 0.09% | +1,549 | New |
| First Citizens Bank & Trust Co | 1,557 | $380.0K | 0.02% | −279−15.2% | Reduced |
| Meridian Financial Partners LLC | 1,584 | $380.0K | 0.26% | +320+25.3% | Added |
| Avidian Wealth Solutions, LLC | 1,555 | $380.0K | 0.03% | +237+18.0% | Added |
| Secure Asset Management, LLC | 1,558 | $381.0K | 0.19% | +564+56.7% | Added |
| Ssi Investment Management LLC | 1,561 | $382.0K | 0.02% | −7−0.4% | Reduced |
| CoreFirst Bank & Trust | 1,569 | $383.0K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,568 | $383.0K | 0.02% | −235−13.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,575 | $385.0K | 0.03% | −57−3.5% | Reduced |
| Carret Asset Management, LLC | 1,575 | $385.0K | 0.05% | +1,575 | New |
| Strategic Wealth Partners, Ltd. | 1,595 | $390.0K | 0.13% | −55−3.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,595 | $390.0K | 0.27% | +149+10.3% | Added |
| Kavar Capital Partners Group, LLC | 1,599 | $391.0K | 0.09% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,601 | $391.0K | 0.00% | +1,601 | New |
| Summit X, LLC | 1,603 | $392.0K | 0.10% | +2+0.1% | Added |
| PDS Planning, Inc | 1,604 | $392.0K | 0.10% | +310+24.0% | Added |
| Waters Parkerson & Co., LLC | 1,605 | $392.0K | 0.02% | +364+29.3% | Added |
| True North Advisors, LLC | 1,609 | $393.0K | 0.08% | +100+6.6% | Added |
| RSM US Wealth Management LLC | 1,608 | $393.0K | 0.02% | +466+40.8% | Added |
| JNBA Financial Advisors | 1,613 | $394.0K | 0.05% | +175+12.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,618 | $395.0K | 0.24% | −49−2.9% | Reduced |
| Weybosset Research & Management LLC | 1,625 | $397.0K | 0.16% | +150+10.2% | Added |
| Summit Financial, LLC | 1,626 | $397.2K | 0.04% | +1,626 | New |
| Curated Wealth Partners LLC | 1,628 | $398.0K | 0.22% | −25−1.5% | Reduced |
| Rockland Trust Co | 1,632 | $399.0K | 0.03% | 00.0% | Unchanged |
| Dohj, LLC | 1,645 | $402.0K | 0.21% | −3−0.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $404.0K | 0.18% | −300−15.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $405.0K | 0.81% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,650 | $409.0K | 0.02% | −2,448−59.7% | Reduced |
| Mattern Wealth Management LLC | 1,729 | $412.0K | 0.13% | −21−1.2% | Reduced |
| WBH Advisory Inc | 1,662 | $412.0K | 0.06% | −30−1.8% | Reduced |
| Twin Focus Capital Partners, LLC | 1,708 | $417.0K | 0.10% | +1,708 | New |
| Convergence Investment Partners, LLC | 1,720 | $420.0K | 0.18% | −89−4.9% | Reduced |
| CVA Family Office, LLC | 1,718 | $420.0K | 0.12% | +1,254+270.3% | Added |
| Interchange Capital Partners, LLC | 1,728 | $422.0K | 0.65% | −140−7.5% | Reduced |
| Sonora Investment Management, LLC | 1,752 | $428.0K | 0.06% | +30+1.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,753 | $428.0K | 0.01% | +1,753 | New |
| Dougherty Wealth Advisers LLC | 1,760 | $430.0K | 0.63% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,761 | $430.0K | 0.29% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,775 | $433.6K | 0.14% | +105+6.3% | Added |
| Independent Solutions Wealth Management, LLC | 1,778 | $434.3K | 0.11% | +686+62.8% | Added |
| Qtron Investments LLC | 1,784 | $436.0K | 0.11% | −997−35.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,784 | $436.0K | 0.08% | +1,074+151.3% | Added |