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 |
|---|---|---|---|---|---|
| Golden Green, Inc. | 4,154 | $1.01M | 0.78% | −39−0.9% | Reduced |
| Great Diamond Partners, LLC | 4,165 | $1.02M | 0.29% | −940−18.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,167 | $1.02M | 0.21% | +455+12.3% | Added |
| Echo Street Capital Management LLC | 4,170 | $1.02M | 0.01% | −102,815−96.1% | Reduced |
| Camelot Portfolios, LLC | 4,173 | $1.02M | 0.41% | +874+26.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,176 | $1.02M | 0.12% | +23+0.6% | Added |
| Quest Capital Management Inc | 4,178 | $1.02M | 0.20% | −185−4.2% | Reduced |
| Nwam LLC | 4,183 | $1.02M | 0.09% | −11,504−73.3% | Reduced |
| EP Wealth Advisors, LLC | 4,204 | $1.03M | 0.03% | +51+1.2% | Added |
| AMG National Trust Bank | 4,242 | $1.04M | 0.03% | −45−1.0% | Reduced |
| Change Path, LLC | 4,268 | $1.04M | 0.06% | −3,548−45.4% | Reduced |
| Sargent Investment Group, LLC | 4,300 | $1.05M | 0.25% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,572 | $1.06M | 0.04% | +271+6.3% | Added |
| Wills Financial Group, Inc. | 4,354 | $1.06M | 0.46% | +62+1.4% | Added |
| HM Payson & Co | 4,370 | $1.07M | 0.03% | −165−3.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $1.07M | 0.60% | +650+17.4% | Added |
| Legal Advantage Investments, Inc. | 4,380 | $1.07M | 0.73% | +1,000+29.6% | Added |
| Allred Capital Management, LLC | 4,392 | $1.07M | 0.53% | −115−2.6% | Reduced |
| BigSur Wealth Management LLC | 4,400 | $1.07M | 0.49% | −1,650−27.3% | Reduced |
| Amarillo National Bank | 4,413 | $1.08M | 0.31% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,430 | $1.08M | 0.09% | +4,430 | New |
| Cornell Pochily Investment Advisors, Inc. | 4,446 | $1.09M | 0.48% | +222+5.3% | Added |
| Wolff Wiese Magana LLC | 4,461 | $1.09M | 0.78% | −124−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,471 | $1.09M | 0.22% | −1,395−23.8% | Reduced |
| Country Club Trust Company, n.a. | 4,441 | $1.09M | 0.10% | +477+12.0% | Added |
| TLWM | 4,476 | $1.09M | 0.39% | +1,282+40.1% | Added |
| Eads & Heald Wealth Management | 4,474 | $1.09M | 0.53% | −95−2.1% | Reduced |
| Roman Butler Fullerton & Co | 4,489 | $1.10M | 0.53% | +250+5.9% | Added |
| Alta Wealth Advisors LLC | 4,510 | $1.10M | 0.81% | 00.0% | Unchanged |
| Rinet Co LLC | 4,523 | $1.10M | 0.21% | +31+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 4,531 | $1.11M | 0.38% | +3+0.1% | Added |
| XR Securities LLC | 4,537 | $1.11M | 0.92% | −8,110−64.1% | Reduced |
| Lake Street Advisors Group, LLC | 4,462 | $1.11M | 0.08% | +222+5.2% | Added |
| Quadrant Capital Group LLC | 4,539 | $1.11M | 0.16% | +390+9.4% | Added |
| Accretive Wealth Partners, LLC | 4,545 | $1.11M | 0.80% | +198+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,557 | $1.11M | 0.11% | +338+8.0% | Added |
| Koss-Olinger Consulting, LLC | 4,551 | $1.11M | 0.17% | +554+13.9% | Added |
| Brandywine Oak Private Wealth LLC | 4,564 | $1.11M | 0.13% | +1,723+60.6% | Added |
| Buffington Mohr McNeal | 4,566 | $1.11M | 0.22% | −30−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 4,589 | $1.12M | 0.41% | +106+2.4% | Added |
| Stokes Family Office, LLC | 4,635 | $1.13M | 0.16% | +2,147+86.3% | Added |
| Martingale Asset Management L P | 4,655 | $1.14M | 0.01% | +4,655 | New |
| Midwest Professional Planners, LTD. | 4,676 | $1.14M | 0.59% | +2,257+93.3% | Added |
| Castle Rock Wealth Management, LLC | 4,714 | $1.15M | 0.42% | −809−14.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,695 | $1.15M | 0.28% | +477+11.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.15M | 0.43% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,691 | $1.15M | 0.07% | −826−15.0% | Reduced |
| Founders Financial Securities LLC | 4,703 | $1.15M | 0.23% | +1,591+51.1% | Added |
| Centiva Capital, LP | 4,707 | $1.15M | 0.09% | +4,707 | New |
| Leelyn Smith, LLC | 4,713 | $1.15M | 0.34% | −1,250−21.0% | Reduced |
| Spotlight Asset Group, Inc. | 4,714 | $1.15M | 0.44% | +119+2.6% | Added |
| Nikulski Financial, Inc. | 4,772 | $1.16M | 0.54% | +2,467+107.0% | Added |
| FLC Capital Advisors | 4,759 | $1.16M | 0.34% | 00.0% | Unchanged |
| Headinvest, LLC | 4,764 | $1.16M | 0.22% | +210+4.6% | Added |
| M&R Capital Management Inc | 4,770 | $1.17M | 0.27% | +975+25.7% | Added |
| Jupiter Wealth Management LLC | 4,679 | $1.17M | 0.56% | +1,179+33.7% | Added |
| Golden State Wealth Management, LLC | 4,824 | $1.18M | 0.26% | +1,514+45.7% | Added |
| RMR Wealth Builders | 4,838 | $1.18M | 0.39% | −565−10.5% | Reduced |
| Capital Planning Advisors, LLC | 4,869 | $1.19M | 0.24% | −4,741−49.3% | Reduced |
| Montag A & Associates Inc | 4,866 | $1.19M | 0.06% | −2,525−34.2% | Reduced |
| Berman Capital Advisors, LLC | 4,881 | $1.19M | 0.19% | +1,980+68.3% | Added |
| Redmond Asset Management, LLC | 4,912 | $1.20M | 0.35% | −84−1.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,915 | $1.20M | 0.33% | +2,903+144.3% | Added |
| Mid Atlantic Financial Management Inc | 4,921 | $1.20M | 0.08% | +431+9.6% | Added |
| Legacy Bridge, LLC | 4,924 | $1.20M | 0.68% | −25−0.5% | Reduced |
| Vista Private Wealth Partners. LLC | 4,913 | $1.21M | 0.50% | 00.0% | Unchanged |
| Brown Capital Management LLC | 4,937 | $1.21M | 0.01% | −55−1.1% | Reduced |
| Sky Investment Group LLC | 4,970 | $1.21M | 0.27% | +160+3.3% | Added |
| University of Notre Dame du Lac | 4,972 | $1.22M | 3.53% | −48,688−90.7% | Reduced |
| TIG Advisors, LLC | 4,987 | $1.22M | 0.04% | −21,825−81.4% | Reduced |
| CWA Asset Management Group, LLC | 4,975 | $1.22M | 0.10% | −590−10.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,990 | $1.22M | 0.40% | +548+12.3% | Added |
| First Manhattan Co | 5,006 | $1.22M | 0.00% | −70−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 5,029 | $1.23M | 0.13% | −575−10.3% | Reduced |
| Bryn Mawr Trust Co | 5,029 | $1.23M | 0.05% | −25−0.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,115 | $1.25M | 1.03% | +75+1.5% | Added |
| Ingalls & Snyder LLC | 5,118 | $1.25M | 0.06% | +328+6.8% | Added |
| Wintrust Investments LLC | 5,133 | $1.25M | 0.13% | −649−11.2% | Reduced |
| Karani Asset Management LLC | 5,135 | $1.25M | 0.65% | +47+0.9% | Added |
| Next Century Growth Investors LLC | 5,145 | $1.26M | 0.10% | −201−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,157 | $1.26M | 0.19% | −1,078−17.3% | Reduced |
| Gamco Investors, Inc. Et Al | 5,163 | $1.26M | 0.01% | −38−0.7% | Reduced |
| Strategic Wealth Management Group, LLC | 5,194 | $1.27M | 0.46% | −96−1.8% | Reduced |
| MAI Capital Management | 5,208 | $1.27M | 0.03% | −5,395−50.9% | Reduced |
| Sofos Investments, Inc. | 5,251 | $1.28M | 0.59% | +535+11.3% | Added |
| Venture Visionary Partners LLC | 5,258 | $1.28M | 0.10% | −16,841−76.2% | Reduced |
| Curbstone Financial Management Corp | 5,256 | $1.28M | 0.24% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 5,277 | $1.29M | 0.45% | +5,277 | New |
| First United Bank Trust | 5,287 | $1.29M | 0.54% | −342−6.1% | Reduced |
| Norway Savings Bank | 5,300 | $1.29M | 0.63% | +185+3.6% | Added |
| Alaethes Wealth LLC | 5,317 | $1.30M | 1.00% | +492+10.2% | Added |
| Coldstream Capital Management Inc | 5,356 | $1.31M | 0.05% | +180+3.5% | Added |
| WealthShield Partners, LLC | 5,362 | $1.31M | 0.21% | +779+17.0% | Added |
| Gryphon Financial Partners LLC | 5,287 | $1.31M | 0.31% | +266+5.3% | Added |
| 1st Source Bank | 5,392 | $1.32M | 0.08% | +384+7.7% | Added |
| Wealthcare Advisory Partners LLC | 5,396 | $1.32M | 0.09% | +226+4.4% | Added |
| Mutual Advisors, LLC | 5,395 | $1.32M | 0.08% | +856+18.9% | Added |
| Brown Brothers Harriman & Co | 5,403 | $1.32M | 0.01% | −452−7.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,410 | $1.32M | 0.36% | +286+5.6% | Added |
| Bard Financial Services, Inc. | 5,410 | $1.32M | 0.12% | +400+8.0% | Added |