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 |
|---|---|---|---|---|---|
| Andesa Financial Management Inc. | 2,394 | $583.0K | 0.18% | +46+2.0% | Added |
| Harvey Capital Management Inc | 2,400 | $586.0K | 0.19% | 00.0% | Unchanged |
| Key Financial Inc | 2,451 | $593.0K | 0.33% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 2,431 | $594.0K | 0.07% | +200+9.0% | Added |
| Global Retirement Partners, LLC | 2,444 | $597.0K | 0.06% | −10,417−81.0% | Reduced |
| First Financial Corp | 2,445 | $597.0K | 0.40% | −10−0.4% | Reduced |
| Venturi Wealth Management, LLC | 2,447 | $598.0K | 0.05% | −944−27.8% | Reduced |
| Ellevest, Inc. | 2,465 | $602.0K | 0.06% | +246+11.1% | Added |
| AdvisorNet Financial, Inc | 2,478 | $605.0K | 0.04% | −292−10.5% | Reduced |
| Running Point Capital Advisors, LLC | 2,483 | $607.0K | 0.28% | +33+1.3% | Added |
| Valmark Advisers, Inc. | 2,485 | $607.0K | 0.01% | +2,485 | New |
| SageGuard Financial Group, LLC | 2,503 | $611.0K | 0.28% | −1,152−31.5% | Reduced |
| Garrett Investment Advisors LLC | 2,504 | $612.0K | 0.19% | +78+3.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,515 | $614.0K | 0.24% | +170+7.2% | Added |
| CPWM, LLC | 2,520 | $616.0K | 0.05% | +49+2.0% | Added |
| Visionary Wealth Advisors | 2,538 | $620.0K | 0.06% | −84−3.2% | Reduced |
| State of Wyoming | 2,542 | $622.0K | 0.39% | +751+41.9% | Added |
| Evermay Wealth Management LLC | 2,567 | $627.0K | 0.12% | −43−1.6% | Reduced |
| Amussen Hunsaker Associates LLC | 2,571 | $628.0K | 0.18% | +1,241+93.3% | Added |
| Crumly & Associates Inc. | 2,581 | $630.0K | 0.31% | +19+0.7% | Added |
| Marcum Wealth, LLC | 2,595 | $634.0K | 0.10% | +10.0% | Added |
| Gradient Investments LLC | 2,607 | $637.0K | 0.02% | −15−0.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,608 | $637.0K | 0.36% | +250+10.6% | Added |
| Symphony Financial, Ltd. Co. | 2,606 | $638.0K | 0.22% | −1,249−32.4% | Reduced |
| Calton & Associates, Inc. | 2,611 | $638.0K | 0.12% | +113+4.5% | Added |
| S&CO Inc | 2,616 | $639.0K | 0.05% | −877−25.1% | Reduced |
| SkyView Investment Advisors, LLC | 3,025 | $641.0K | 0.30% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,627 | $641.7K | 0.08% | +200+8.2% | Added |
| SOA Wealth Advisors, LLC. | 2,630 | $642.0K | 0.16% | −815−23.7% | Reduced |
| Park National Corp | 2,626 | $642.0K | 0.03% | −704−21.1% | Reduced |
| Quantamental Technologies LLC | 2,629 | $642.0K | 0.57% | +2,629 | New |
| Tarbox Family Office, Inc. | 2,655 | $649.0K | 0.12% | +41+1.6% | Added |
| Sunflower Bank, N.A. | 2,673 | $653.0K | 0.10% | +57+2.2% | Added |
| DSC Advisors, L.P. | 2,677 | $654.0K | 0.63% | −1,637−37.9% | Reduced |
| Associated Banc-Corp | 2,690 | $657.0K | 0.03% | −1,062−28.3% | Reduced |
| Warther Private Wealth, LLC | 2,695 | $660.0K | 0.64% | +2,695 | New |
| Conway Capital Management, Inc. | 2,710 | $662.0K | 0.45% | +55+2.1% | Added |
| 9258 Wealth Management, LLC | 2,711 | $662.0K | 0.18% | −221−7.5% | Reduced |
| Patron Partners Advisors, LLC | 2,712 | $662.0K | 0.50% | +165+6.5% | Added |
| Allworth Financial LP | 2,719 | $664.0K | 0.01% | +14+0.5% | Added |
| Proficio Capital Partners LLC | 2,740 | $669.0K | 0.08% | +149+5.8% | Added |
| Carnegie Capital Asset Management, LLC | 2,760 | $674.0K | 0.03% | −669−19.5% | Reduced |
| Redwood Investments, LLC | 2,771 | $677.0K | 0.05% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,796 | $683.0K | 0.08% | +307+12.3% | Added |
| Principal Street Partners, LLC | 2,800 | $684.0K | 0.18% | −2,025−42.0% | Reduced |
| Mather Group, LLC. | 2,803 | $685.0K | 0.02% | +36+1.3% | Added |
| Csenge Advisory Group | 2,799 | $686.0K | 0.06% | −192−6.4% | Reduced |
| Whitener Capital Management, Inc. | 2,820 | $688.0K | 0.27% | −45−1.6% | Reduced |
| West Family Investments, Inc. | 2,819 | $689.0K | 0.19% | +2,819 | New |
| Beaumont Financial Partners, LLC | 2,823 | $690.0K | 0.05% | −38−1.3% | Reduced |
| Davis R M Inc | 2,839 | $693.0K | 0.02% | −900−24.1% | Reduced |
| ETF Managers Group, LLC | 2,835 | $697.0K | 0.01% | +614+27.6% | Added |
| Oder Investment Management, LLC | 2,866 | $700.0K | 0.91% | +111+4.0% | Added |
| FineMark National Bank & Trust | 2,869 | $701.0K | 0.03% | +52+1.8% | Added |
| Polar Asset Management Partners Inc. | 2,880 | $703.0K | 0.01% | +929+47.6% | Added |
| One Capital Management, LLC | 2,893 | $706.0K | 0.06% | +422+17.1% | Added |
| Prudent Man Advisors, LLC | 2,896 | $707.0K | 0.27% | +125+4.5% | Added |
| Paradigm Financial Advisors, LLC | 2,908 | $710.0K | 0.16% | −5,209−64.2% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 2,907 | $710.0K | 0.36% | +965+49.7% | Added |
| Glenview Trust Co | 2,912 | $711.0K | 0.03% | −134−4.4% | Reduced |
| Edge Capital Group, LLC | 2,917 | $713.0K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,933 | $716.0K | 0.10% | +2,933 | New |
| Cornerstone Wealth Management, LLC | 2,945 | $719.0K | 0.08% | +191+6.9% | Added |
| Quattro Financial Advisors LLC | 3,000 | $720.0K | 0.19% | +3,000 | New |
| Engine No. 1 LLC | 2,950 | $721.0K | 0.20% | +2,950 | New |
| Bellecapital International Ltd. | 2,955 | $722.0K | 0.22% | +91+3.2% | Added |
| Cahill Financial Advisors Inc | 2,960 | $723.0K | 0.16% | +25+0.9% | Added |
| First Pacific Financial | 2,967 | $725.0K | 0.40% | +356+13.6% | Added |
| Graypoint LLC | 2,974 | $726.0K | 0.10% | +376+14.5% | Added |
| Sax Wealth Advisors, LLC | 2,987 | $730.0K | 0.25% | +5+0.2% | Added |
| Caxton Corp | 2,988 | $730.0K | 0.50% | +1,298+76.8% | Added |
| Smithfield Trust Co | 2,995 | $731.0K | 0.05% | +6+0.2% | Added |
| Penserra Capital Management LLC | 3,007 | $734.0K | 0.01% | +783+35.2% | Added |
| InterOcean Capital Group, LLC | 3,012 | $736.0K | 0.04% | +490+19.4% | Added |
| Stonebridge Financial Planning Group, LLC | 3,052 | $741.0K | 0.39% | −100−3.2% | Reduced |
| Oak Grove Capital LLC | 3,050 | $745.0K | 0.17% | +1,050+52.5% | Added |
| LCM Capital Management Inc | 3,065 | $749.0K | 0.62% | +63+2.1% | Added |
| Global Trust Asset Management, LLC | 3,082 | $753.0K | 0.36% | −27−0.9% | Reduced |
| Stelac Advisory Services LLC | 3,087 | $754.0K | 0.17% | +76+2.5% | Added |
| Claro Advisors LLC | 3,094 | $756.0K | 0.34% | −26−0.8% | Reduced |
| Enlightenment Research, LLC | 3,100 | $757.0K | 0.96% | +2,000+181.8% | Added |
| Great Lakes Advisors, LLC | 3,104 | $758.0K | 0.01% | −440−12.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,115 | $761.0K | 0.10% | −430−12.1% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $763.0K | 0.59% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,125 | $763.0K | 0.17% | +8+0.3% | Added |
| CenterStar Asset Management, LLC | – | $768.0K | 0.83% | – | – |
| Dynamic Technology Lab Private Ltd | 3,146 | $768.0K | 0.08% | +3,146 | New |
| WP Advisors, LLC | 3,150 | $769.0K | 0.32% | +50+1.6% | Added |
| Laurel Wealth Advisors, Inc. | 3,162 | $772.0K | 0.10% | +453+16.7% | Added |
| Ameritas Investment Company, LLC | 1,456 | $773.0K | 0.04% | −1,420−49.4% | Reduced |
| Hilltop Holdings Inc. | 3,173 | $775.0K | 0.09% | −368−10.4% | Reduced |
| Strategic Blueprint, LLC | 3,182 | $777.0K | 0.12% | +2,128+201.9% | Added |
| Platform Technology Partners | 3,182 | $777.0K | 0.32% | +3,182 | New |
| Clear Perspective Advisors, LLC | 3,186 | $778.0K | 0.27% | +132+4.3% | Added |
| Octavia Wealth Advisors, LLC | 3,195 | $780.0K | 0.21% | +390+13.9% | Added |
| Versor Investments LP | 3,208 | $784.0K | 0.03% | +3,208 | New |
| Thomas White International Ltd | 3,227 | $788.0K | 0.11% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,229 | $789.0K | 0.13% | +142+4.6% | Added |
| DFPG Investments, LLC | 3,242 | $791.0K | 0.30% | −303−8.5% | Reduced |
| MUFG Americas Holdings Corp | 3,241 | $792.0K | 0.01% | +364+12.7% | Added |