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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 1,787 | $437.0K | 0.10% | −69−3.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,789 | $437.0K | 0.26% | 00.0% | Unchanged |
| Renasant Bank | 1,792 | $438.0K | 0.33% | −1,142−38.9% | Reduced |
| Parthenon LLC | 1,800 | $440.0K | 0.07% | −200−10.0% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $440.0K | 0.11% | −100−5.3% | Reduced |
| Advisors Capital Management, LLC | 1,807 | $441.0K | 0.01% | +139+8.3% | Added |
| GSB Wealth Management, LLC | 1,810 | $442.0K | 0.14% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,815 | $443.0K | 0.24% | −200−9.9% | Reduced |
| Cardan Capital Partners, LLC | 1,812 | $443.0K | 0.05% | −100−5.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,817 | $444.0K | 0.08% | −60−3.2% | Reduced |
| Pinnacle Bancorp, Inc. | 1,831 | $447.0K | 0.20% | −157−7.9% | Reduced |
| McDonald Partners LLC | 1,836 | $448.0K | 0.11% | +129+7.6% | Added |
| Corundum Group, Inc. | 1,848 | $451.0K | 0.30% | +1,848 | New |
| XML Financial, LLC | 1,851 | $452.0K | 0.10% | −355−16.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,869 | $452.0K | 0.13% | +16+0.9% | Added |
| Frisch Financial Group, Inc. | 1,857 | $453.0K | 0.14% | +145+8.5% | Added |
| Magellan Asset Management Ltd | 1,880 | $459.0K | 0.00% | +45+2.5% | Added |
| Cutler Group LP | 1,884 | $460.0K | 0.03% | −56−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 1,885 | $460.0K | 0.15% | +75+4.1% | Added |
| Am Investment Strategies LLC | 1,888 | $461.0K | 0.12% | −193−9.3% | Reduced |
| Childress Capital Advisors, LLC | 1,889 | $461.0K | 0.21% | +249+15.2% | Added |
| Bridgeway Capital Management, LLC | 1,900 | $464.0K | 0.01% | −8,300−81.4% | Reduced |
| First National Bank of Hutchinson | 1,920 | $469.0K | 0.24% | −66−3.3% | Reduced |
| Gabelli Funds LLC | 1,925 | $470.0K | 0.00% | −25−1.3% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $472.0K | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,936 | $473.0K | 0.03% | −20,645−91.4% | Reduced |
| Baldwin Brothers Inc | 1,942 | $474.0K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,949 | $476.0K | 0.00% | +37+1.9% | Added |
| LBMC Investment Advisors, LLC | 1,947 | $476.0K | 0.05% | +51+2.7% | Added |
| PNC Managed Account Solutions, Inc. | 1,956 | $478.0K | 0.09% | +1,956 | New |
| Garner Asset Management Corp | 1,959 | $479.0K | 0.23% | −30−1.5% | Reduced |
| DeDora Capital, Inc. | 1,963 | $480.0K | 0.21% | +9+0.5% | Added |
| 17 Capital Partners, LLC | 1,963 | $480.0K | 0.45% | +1,963 | New |
| Heritage Wealth Management, LLC | 1,971 | $481.0K | 0.18% | +1,971 | New |
| Catalyst Private Wealth, LLC | 1,975 | $482.0K | 0.27% | −340−14.7% | Reduced |
| Lakeview Capital Partners, LLC | 1,979 | $483.0K | 0.21% | +1,979 | New |
| Focus Financial Network, Inc. | 1,991 | $486.3K | 0.06% | +23+1.2% | Added |
| Fieldpoint Private Securities, LLC | 2,004 | $488.0K | 0.11% | +184+10.1% | Added |
| Alley Co LLC | 2,000 | $489.0K | 0.09% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 2,000 | $489.0K | 0.05% | +500+33.3% | Added |
| Accel Wealth Management | 2,008 | $490.0K | 0.32% | 00.0% | Unchanged |
| Archer Investment Corp | 2,025 | $494.6K | 0.20% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,025 | $495.0K | 0.17% | +325+19.1% | Added |
| Parkside Financial Bank & Trust | 2,036 | $497.0K | 0.14% | +164+8.8% | Added |
| James Hambro & Partners | 2,050 | $501.0K | 0.04% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 2,050 | $501.0K | 0.00% | +2,050 | New |
| Occidental Asset Management, LLC | 2,058 | $503.0K | 0.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,076 | $507.0K | 0.14% | +85+4.3% | Added |
| Probity Advisors, Inc. | 2,077 | $507.0K | 0.11% | +567+37.5% | Added |
| Hellman Jordan Management Co Inc | 2,083 | $509.0K | 0.90% | −693−25.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,085 | $509.0K | 0.03% | +46+2.3% | Added |
| NorthRock Partners, LLC | 2,090 | $510.0K | 0.04% | +716+52.1% | Added |
| Bristlecone Advisors, LLC | 2,095 | $512.0K | 0.07% | +12+0.6% | Added |
| WNY Asset Management, LLC | 2,125 | $518.0K | 0.19% | +590+38.4% | Added |
| Ovata Capital Management Ltd | 2,134 | $521.0K | 0.25% | +2,134 | New |
| Hemenway Trust Co LLC | 2,135 | $522.0K | 0.05% | +16+0.8% | Added |
| Abacus Wealth Partners, LLC | 2,138 | $522.2K | 0.20% | +2,138 | New |
| Fiduciary Planning LLC | 2,143 | $523.0K | 0.45% | −5,491−71.9% | Reduced |
| D.B. Root & Company, LLC | 2,145 | $523.0K | 0.20% | +2,145 | New |
| Anchor Investment Management, LLC | 2,145 | $524.0K | 0.07% | +141+7.0% | Added |
| Boston Financial Mangement LLC | 2,154 | $526.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,158 | $527.0K | 0.25% | +5+0.2% | Added |
| Geller Advisors LLC | 2,164 | $529.0K | 0.11% | −3−0.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,173 | $531.0K | 0.04% | +429+24.6% | Added |
| Hayden Royal, LLC | 2,193 | $536.0K | 0.30% | +280+14.6% | Added |
| Symmetry Partners, LLC | 2,218 | $542.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,224 | $543.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,222 | $543.0K | 0.05% | +72+3.3% | Added |
| Eudaimonia Partners, LLC | 2,227 | $544.0K | 0.10% | +11+0.5% | Added |
| Vivid Financial Management, Inc. | 2,227 | $544.0K | 0.22% | +70+3.2% | Added |
| Fayez Sarofim & Co | 2,230 | $545.0K | 0.00% | −10−0.4% | Reduced |
| Gamble Jones Investment Counsel | 2,235 | $546.0K | 0.04% | −150−6.3% | Reduced |
| Hengehold Capital Management LLC | 2,239 | $547.0K | 0.07% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,242 | $548.0K | 0.10% | −720−24.3% | Reduced |
| West Oak Capital, LLC | 2,245 | $548.0K | 0.22% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,242 | $548.0K | 0.20% | +2+0.1% | Added |
| Sutton Wealth Advisors Inc. | 2,245 | $548.4K | 0.20% | +98+4.6% | Added |
| Atticus Wealth Management, LLC | 2,246 | $549.0K | 0.24% | −60−2.6% | Reduced |
| Saturna Capital CORP | 2,273 | $555.0K | 0.01% | +390+20.7% | Added |
| Magnolia Capital Advisors LLC | 2,275 | $556.0K | 0.25% | +97+4.5% | Added |
| Adviser Investments LLC | 2,283 | $558.0K | 0.04% | −63−2.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,285 | $558.0K | 0.43% | −5−0.2% | Reduced |
| Delta Investment Management, LLC | 2,291 | $560.0K | 0.17% | +33+1.5% | Added |
| Sequent Asset Management, LLC | 2,297 | $561.0K | 0.32% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,299 | $562.0K | 0.20% | −199−8.0% | Reduced |
| Parkside Advisors LLC | 2,299 | $562.0K | 0.18% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 2,300 | $562.0K | 0.17% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,308 | $564.0K | 0.17% | −894−27.9% | Reduced |
| Keel Point, LLC | 2,313 | $565.0K | 0.07% | +47+2.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,316 | $566.0K | 0.03% | +282+13.9% | Added |
| Windsor Group LTD | 2,316 | $566.0K | 0.12% | +798+52.6% | Added |
| Copperwynd Financial, LLC | 2,330 | $569.0K | 0.24% | +339+17.0% | Added |
| David J Yvars Group | 2,350 | $574.0K | 0.32% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 2,360 | $576.0K | 0.00% | −4,316−64.6% | Reduced |
| Tradition Wealth Management, LLC | 2,357 | $576.0K | 0.09% | −517−18.0% | Reduced |
| Aevitas Wealth Management, Inc. | 2,369 | $579.0K | 0.37% | +230+10.8% | Added |
| Citizens Financial Group Inc | 2,375 | $580.0K | 0.03% | −200−7.8% | Reduced |
| Cooper Financial Group | 2,373 | $580.0K | 0.12% | −135−5.4% | Reduced |
| Ancora Advisors, LLC | 2,378 | $581.0K | 0.02% | +63+2.7% | Added |
| TFG Advisers LLC | 2,384 | $582.0K | 0.28% | −18−0.7% | Reduced |