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 |
|---|---|---|---|---|---|
| IMS Capital Management | 3,249 | $794.0K | 0.47% | 00.0% | Unchanged |
| SFMG, LLC | 3,266 | $798.0K | 0.09% | +253+8.4% | Added |
| Banco BTG Pactual S.A. | 3,280 | $801.0K | 0.63% | +1,268+63.0% | Added |
| Valley Brook Capital Group | 3,298 | $805.0K | 0.77% | +1,359+70.1% | Added |
| Ropes Wealth Advisors LLC | 3,336 | $815.0K | 0.13% | +248+8.0% | Added |
| Sonata Capital Group Inc | 3,335 | $815.0K | 0.37% | +250+8.1% | Added |
| YHB Investment Advisors, Inc. | 3,341 | $816.0K | 0.07% | +101+3.1% | Added |
| Highland Private Wealth Management | 3,337 | $816.0K | 0.12% | +148+4.6% | Added |
| Bangor Savings Bank | 3,342 | $816.0K | 0.09% | +3,342 | New |
| Parker Investment Management, LLC | 3,343 | $817.0K | 0.14% | −568−14.5% | Reduced |
| Haverford Trust Co | 3,344 | $817.0K | 0.01% | +3,344 | New |
| Silicon Valley Capital Partners | 3,373 | $824.0K | 0.16% | −6,263−65.0% | Reduced |
| Lumature Wealth Partners, LLC | 3,374 | $824.0K | 0.34% | +258+8.3% | Added |
| Ridgecrest Wealth Partners, LLC | 3,380 | $826.0K | 0.52% | +3,380 | New |
| TSFG, LLC | 3,395 | $829.0K | 0.33% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,404 | $831.0K | 0.14% | +40+1.2% | Added |
| Menard Financial Group LLC | 3,406 | $832.0K | 0.79% | +503+17.3% | Added |
| Trust Investment Advisors | 3,427 | $837.0K | 0.74% | +158+4.8% | Added |
| Juncture Wealth Strategies, LLC | 3,439 | $837.0K | 0.48% | +375+12.2% | Added |
| First Horizon Advisors, Inc. | 3,431 | $837.0K | 0.05% | +915+36.4% | Added |
| Asset Dedication, LLC | 3,484 | $837.0K | 0.12% | +1,173+50.8% | Added |
| Crestwood Advisors Group LLC | 3,437 | $840.0K | 0.02% | −184−5.1% | Reduced |
| Financial Architects, Inc | 3,455 | $844.0K | 0.12% | +741+27.3% | Added |
| Essex Financial Services, Inc. | 3,993 | $846.0K | 0.12% | 00.0% | Unchanged |
| Standard Family Office LLC | 3,489 | $852.0K | 0.18% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,492 | $853.0K | 0.13% | +607+21.0% | Added |
| Congress Park Capital LLC | 3,500 | $855.0K | 0.43% | −3,875−52.5% | Reduced |
| Fulcrum Capital LLC | 3,502 | $855.0K | 0.21% | −690−16.5% | Reduced |
| V2 Financial group LLC | 3,501 | $855.2K | 0.73% | −70−2.0% | Reduced |
| Argent Advisors, Inc. | 3,533 | $863.0K | 0.52% | +567+19.1% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,538 | $864.0K | 0.32% | −165−4.5% | Reduced |
| Ramiah Investment Group | 3,545 | $865.9K | 0.62% | −17−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,557 | $868.9K | 0.27% | +151+4.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,558 | $869.0K | 0.10% | +239+7.2% | Added |
| Homrich & Berg | 3,573 | $873.0K | 0.02% | +262+7.9% | Added |
| Fairfield, Bush & Co. | 3,573 | $873.0K | 0.24% | +1,066+42.5% | Added |
| Integrated Advisors Network LLC | 3,579 | $874.0K | 0.06% | +104+3.0% | Added |
| Oxford Financial Group Ltd | 3,576 | $874.0K | 0.12% | +224+6.7% | Added |
| Jacobi Capital Management LLC | 3,587 | $876.0K | 0.12% | −1,180−24.8% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 3,595 | $878.0K | 0.46% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,599 | $879.0K | 0.28% | −268−6.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,605 | $881.0K | 0.51% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,679 | $886.0K | 0.28% | +127+3.6% | Added |
| Maven Securities LTD | 3,642 | $890.0K | 0.09% | +3,642 | New |
| Campbell & CO Investment Adviser LLC | 3,650 | $892.0K | 0.38% | +3,650 | New |
| BFT Financial Group, LLC | 3,657 | $893.0K | 0.18% | −86−2.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,659 | $894.0K | 0.13% | +515+16.4% | Added |
| Stratos Wealth Advisors, LLC | 3,661 | $894.0K | 0.08% | +963+35.7% | Added |
| Wealth Management Associates, Inc. | 3,669 | $896.2K | 0.51% | −310−7.8% | Reduced |
| Harfst & Associates, Inc. | 3,674 | $897.0K | 0.26% | −402−9.9% | Reduced |
| Fort Point Capital Partners LLC | 3,674 | $897.0K | 0.17% | +22+0.6% | Added |
| Altfest L J & Co Inc | 3,674 | $897.0K | 0.19% | +895+32.2% | Added |
| Landscape Capital Management, L.L.C. | 3,672 | $897.0K | 0.11% | +3,672 | New |
| Colonial River Wealth Management, LLC | 3,686 | $900.0K | 0.64% | +65+1.8% | Added |
| Cowen and Company, LLC | 3,684 | $900.0K | 0.05% | +3,684 | New |
| Financial Advocates Investment Management | 3,723 | $910.0K | 0.06% | −619−14.3% | Reduced |
| Encompass Wealth Advisors, LLC | 3,728 | $910.0K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,726 | $910.0K | 0.09% | +88+2.4% | Added |
| Coastal Investment Advisors, Inc. | 3,737 | $913.0K | 0.22% | +346+10.2% | Added |
| Fortem Financial Group, LLC | 3,740 | $914.0K | 0.46% | −100−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,740 | $914.0K | 0.02% | +148+4.1% | Added |
| Aaron Wealth Advisors | 3,747 | $915.0K | 0.30% | −44−1.2% | Reduced |
| Smith, Salley & Associates | 3,775 | $922.0K | 0.07% | +1,586+72.5% | Added |
| Professional Planning | 3,782 | $923.0K | 0.42% | −317−7.7% | Reduced |
| Sawtooth Solutions, LLC | 3,787 | $925.0K | 0.18% | +645+20.5% | Added |
| Essex Savings Bank | 3,889 | $926.0K | 0.36% | +125+3.3% | Added |
| Savant Capital, LLC | 3,813 | $931.0K | 0.04% | +137+3.7% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,820 | $933.0K | 0.23% | +384+11.2% | Added |
| Waldron Private Wealth LLC | 3,856 | $941.0K | 0.06% | −111−2.8% | Reduced |
| Tranquility Partners, LLC | 3,854 | $941.0K | 0.53% | +40+1.0% | Added |
| Resources Investment Advisors, LLC. | 3,860 | $943.0K | 0.04% | +1,003+35.1% | Added |
| Tectonic Advisors LLC | 3,878 | $947.0K | 0.20% | −670−14.7% | Reduced |
| Highlander Capital Management, LLC | 3,875 | $947.0K | 0.47% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,893 | $951.0K | 0.11% | −4,122−51.4% | Reduced |
| Capital Investment Advisors, LLC | 3,895 | $951.0K | 0.03% | −200−4.9% | Reduced |
| Principle Wealth Partners LLC | 3,893 | $951.0K | 0.11% | +23+0.6% | Added |
| Paradigm Financial Partners, LLC | 3,908 | $955.0K | 0.24% | +1,327+51.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,917 | $956.0K | 0.10% | +376+10.6% | Added |
| Cim Investment Mangement Inc | 3,919 | $957.0K | 0.30% | −184−4.5% | Reduced |
| Covenant Partners, LLC | 3,928 | $959.0K | 0.36% | −236−5.7% | Reduced |
| Rehmann Capital Advisory Group | 3,946 | $964.1K | 0.09% | −232−5.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,954 | $965.0K | 0.32% | +181+4.8% | Added |
| StoneX Group Inc. | 3,956 | $966.0K | 0.14% | −45−1.1% | Reduced |
| Riverview Trust Co | 3,969 | $970.0K | 1.03% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 3,979 | $972.0K | 0.69% | +223+5.9% | Added |
| BSW Wealth Partners | 3,994 | $976.0K | 0.27% | +838+26.6% | Added |
| GoalVest Advisory LLC | 4,010 | $980.0K | 0.61% | −4,688−53.9% | Reduced |
| Claraphi Advisory Network, LLC | 4,011 | $980.0K | 0.29% | −363−8.3% | Reduced |
| Sage Rhino Capital LLC | 4,018 | $981.0K | 0.29% | +48+1.2% | Added |
| Rathbone Brothers plc | 4,023 | $983.0K | 0.01% | −422−9.5% | Reduced |
| Buckley Wealth Management, LLC | 4,032 | $985.0K | 0.34% | −181−4.3% | Reduced |
| Proequities, Inc. | 4,036 | $986.0K | 0.06% | +1,372+51.5% | Added |
| Chemung Canal Trust Co | 4,062 | $993.0K | 0.19% | −20,281−83.3% | Reduced |
| Diligent Investors, LLC | 4,079 | $996.0K | 0.34% | +60+1.5% | Added |
| WESPAC Advisors SoCal, LLC | 4,106 | $1.00M | 0.33% | +100+2.5% | Added |
| Morse Asset Management, Inc | 4,120 | $1.01M | 0.24% | +4,120 | New |
| Arabesque Asset Management Ltd | 4,142 | $1.01M | 0.43% | −7,959−65.8% | Reduced |
| Centric Wealth Management | 4,149 | $1.01M | 0.35% | −344−7.7% | Reduced |
| Wealthsource Partners, LLC | 4,148 | $1.01M | 0.09% | −44−1.0% | Reduced |
| United Maritime Capital LLC | 4,154 | $1.01M | 0.77% | −8,150−66.2% | Reduced |