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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 11,375 | $2.78M | 0.40% | +1,974+21.0% | Added |
| Bogart Wealth, LLC | 11,370 | $2.78M | 0.30% | +1,985+21.2% | Added |
| Massmutual Trust Co FSB | 11,292 | $2.76M | 0.12% | +1,326+13.3% | Added |
| Regency Capital Management Inc. | 11,270 | $2.75M | 2.08% | +4,948+78.3% | Added |
| Vident Investment Advisory, LLC | 11,257 | $2.75M | 0.08% | −2,440−17.8% | Reduced |
| Two Sigma Securities, LLC | 11,215 | $2.74M | 0.69% | +9,521+562.0% | Added |
| Verde Capital Management | 11,184 | $2.73M | 1.15% | +755+7.2% | Added |
| Welch & Forbes LLC | 11,177 | $2.73M | 0.05% | +5,082+83.4% | Added |
| Quadrant Private Wealth Management, LLC | 11,158 | $2.73M | 1.11% | +578+5.5% | Added |
| IMA Wealth, Inc. | 11,146 | $2.72M | 0.64% | −175−1.5% | Reduced |
| Boltwood Capital Management | 11,118 | $2.72M | 1.13% | −143−1.3% | Reduced |
| GPM Growth Investors, Inc. | 11,113 | $2.71M | 1.43% | +174+1.6% | Added |
| Northwest & Ethical Investments L.P. | 11,053 | $2.70M | 0.09% | −7,400−40.1% | Reduced |
| Gyon Technologies Capital Management, LP | 11,003 | $2.69M | 0.88% | +9,061+466.6% | Added |
| B. Riley Wealth Management, Inc. | 10,933 | $2.67M | 0.30% | −918−7.7% | Reduced |
| Cypress Asset Management Inc | 10,924 | $2.67M | 0.68% | −15−0.1% | Reduced |
| Avitas Wealth Management LLC | 10,892 | $2.66M | 0.47% | +2,290+26.6% | Added |
| Centaurus Financial, Inc. | 10,870 | $2.65M | 0.22% | +4,724+76.9% | Added |
| Diversified Trust Co | 10,841 | $2.65M | 0.10% | +552+5.4% | Added |
| Pinnacle Holdings, LLC | 10,829 | $2.65M | 1.22% | −53−0.5% | Reduced |
| People's United Financial, Inc. | 10,829 | $2.65M | 0.06% | +65+0.6% | Added |
| Berkshire Bank | 10,816 | $2.64M | 0.64% | −1,316−10.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 10,814 | $2.64M | 1.77% | −21−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 10,816 | $2.64M | 0.75% | +921+9.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,791 | $2.64M | 0.13% | +5,035+87.5% | Added |
| Fortis Capital Management LLC | 10,736 | $2.62M | 1.35% | +862+8.7% | Added |
| American Portfolios Advisors | 10,695 | $2.61M | 0.10% | +627+6.2% | Added |
| Independence Bank of Kentucky | 10,677 | $2.61M | 1.16% | +402+3.9% | Added |
| Seeyond | 10,597 | $2.59M | 0.24% | −297−2.7% | Reduced |
| Shay Capital LLC | 10,594 | $2.59M | 0.61% | +7,682+263.8% | Added |
| Capital Impact Advisors, LLC | 10,517 | $2.57M | 0.83% | +3,344+46.6% | Added |
| Perpetual Investment Management Ltd | 10,518 | $2.57M | 0.36% | +10,518 | New |
| Dynamic Advisor Solutions LLC | 10,463 | $2.56M | 0.20% | −651−5.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,464 | $2.56M | 0.31% | +880+9.2% | Added |
| Empirical Finance, LLC | 10,417 | $2.54M | 0.41% | +1,646+18.8% | Added |
| Harbour Investments, Inc. | 10,366 | $2.53M | 0.08% | +1,989+23.7% | Added |
| Triangle Securities Wealth Management | 10,362 | $2.53M | 0.86% | +362+3.6% | Added |
| Conning Inc. | 10,352 | $2.53M | 0.07% | −1,475−12.5% | Reduced |
| Bank of Hawaii | 10,329 | $2.52M | 0.14% | −2,281−18.1% | Reduced |
| Slow Capital, Inc. | 10,260 | $2.51M | 0.47% | +436+4.4% | Added |
| Glynn Capital Management LLC | 10,212 | $2.49M | 0.23% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,051 | $2.49M | 0.18% | +3,879+62.8% | Added |
| Citizens & Northern Corp | 10,165 | $2.48M | 0.93% | −899−8.1% | Reduced |
| Intellectus Partners, LLC | 10,143 | $2.48M | 0.56% | +206+2.1% | Added |
| Usca Ria LLC | 10,115 | $2.47M | 0.15% | −1,009−9.1% | Reduced |
| Grove Bank & Trust | 10,034 | $2.45M | 0.53% | −43−0.4% | Reduced |
| Strategic Vision Investment Ltd | 10,000 | $2.44M | 3.99% | +10,000 | New |
| Harrell Investment Partners, LLC | 9,997 | $2.44M | 0.79% | −101−1.0% | Reduced |
| Wolf Group Capital Advisors | 9,954 | $2.43M | 1.30% | +378+3.9% | Added |
| Eqis Capital Management, Inc. | 9,905 | $2.42M | 0.18% | +133+1.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,854 | $2.41M | 0.92% | −63−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 9,830 | $2.40M | 0.03% | −810−7.6% | Reduced |
| Northstar Asset Management LLC | 9,830 | $2.40M | 0.63% | −15−0.2% | Reduced |
| Wunderlich Capital Managemnt | 9,816 | $2.40M | 1.21% | +307+3.2% | Added |
| Sentry Investment Management LLC | 9,761 | $2.38M | 0.61% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9,651 | $2.36M | 0.10% | +302+3.2% | Added |
| Zions Bancorporation, N.A. | 9,597 | $2.34M | 0.23% | +1,828+23.5% | Added |
| Freedom Day Solutions, LLC | 9,481 | $2.32M | 1.10% | −1,338−12.4% | Reduced |
| Clearstead Advisors, LLC | 9,434 | $2.30M | 0.18% | +72+0.8% | Added |
| Westwood Holdings Group Inc. | 9,391 | $2.29M | 0.02% | −3,773−28.7% | Reduced |
| Altium Wealth Management LLC | 9,383 | $2.29M | 0.17% | −15−0.2% | Reduced |
| Madden Securities Corp | 9,378 | $2.29M | 1.20% | −980−9.5% | Reduced |
| Exane Derivatives | 9,378 | $2.29M | 0.54% | +1,327+16.5% | Added |
| Aspiriant, LLC | 9,325 | $2.28M | 0.13% | −2,783−23.0% | Reduced |
| Insight Wealth Strategies, LLC | 9,304 | $2.27M | 0.32% | −2,296−19.8% | Reduced |
| Winfield Associates, Inc. | 9,286 | $2.27M | 0.84% | −1,225−11.7% | Reduced |
| Sawyer & Company, Inc | 9,230 | $2.25M | 1.05% | +9,210+46,050.0% | Added |
| Tiemann Investment Advisors, LLC | 9,180 | $2.24M | 1.05% | +20+0.2% | Added |
| ProVise Management Group, LLC | 9,168 | $2.24M | 0.23% | −22−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 9,117 | $2.23M | 0.39% | −67−0.7% | Reduced |
| Connolly Sarah T. | 9,058 | $2.21M | 1.81% | +120+1.3% | Added |
| Nations Financial Group Inc, | 9,043 | $2.21M | 0.37% | −175−1.9% | Reduced |
| Carroll Financial Associates, Inc. | 9,041 | $2.21M | 0.12% | +5,125+130.9% | Added |
| AMJ Financial Wealth Management | 9,037 | $2.21M | 0.96% | +97+1.1% | Added |
| VeraBank, N.A. | 8,998 | $2.20M | 1.31% | −20−0.2% | Reduced |
| Viking Fund Management LLC | 9,000 | $2.20M | 0.63% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 9,000 | $2.20M | 0.22% | +9,000 | New |
| Cohen Investment Advisors LLC | 8,907 | $2.18M | 1.69% | −29−0.3% | Reduced |
| Bank Ozk | 8,908 | $2.18M | 0.96% | +199+2.3% | Added |
| Guardian Capital Advisors LP | 8,762 | $2.17M | 0.22% | +670+8.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 8,852 | $2.16M | 0.02% | −846−8.7% | Reduced |
| Moneta Group Investment Advisors LLC | 8,847 | $2.16M | 0.10% | +1,871+26.8% | Added |
| Resources Management Corp | 8,843 | $2.16M | 0.30% | +848+10.6% | Added |
| Barings LLC | 8,791 | $2.15M | 0.05% | −544−5.8% | Reduced |
| Kempen Capital Management N.V. | 8,781 | $2.15M | 0.08% | +423+5.1% | Added |
| Townsend & Associates, Inc | 8,807 | $2.14M | 1.25% | +285+3.3% | Added |
| Cadinha & Co LLC | 8,748 | $2.14M | 0.29% | −62,207−87.7% | Reduced |
| Parametrica Management Ltd | 8,748 | $2.14M | 1.58% | +8,748 | New |
| Invst, LLC | 8,945 | $2.13M | 0.35% | +285+3.3% | Added |
| Segment Wealth Management, LLC | 8,617 | $2.10M | 0.25% | −238−2.7% | Reduced |
| Viridian Ria, LLC | 0 | $2.10M | 0.48% | 0 | Unchanged |
| Signaturefd, LLC | 8,609 | $2.10M | 0.08% | +701+8.9% | Added |
| Mountain Capital Investment Advisors, Inc | 8,537 | $2.10M | 0.97% | −374−4.2% | Reduced |
| Intrust Bank NA | 8,562 | $2.09M | 0.28% | +221+2.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,549 | $2.09M | 0.53% | +8,549 | New |
| Wrapmanager Inc | 8,505 | $2.08M | 0.54% | +242+2.9% | Added |
| Paradigm Asset Management Co LLC | 8,500 | $2.08M | 0.53% | −200−2.3% | Reduced |
| Vision Capital Management, Inc. | 8,497 | $2.08M | 0.34% | +8,497 | New |
| Ballentine Partners, LLC | 8,492 | $2.08M | 0.07% | +1,123+15.2% | Added |
| Bradley Mark J. | 8,477 | $2.07M | 1.38% | −65−0.8% | Reduced |