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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 8,475 | $2.07M | 0.25% | +1,749+26.0% | Added |
| Aptus Capital Advisors, LLC | 8,468 | $2.07M | 0.09% | +612+7.8% | Added |
| IHT Wealth Management, LLC | 8,466 | $2.07M | 0.13% | −352−4.0% | Reduced |
| Edgestream Partners, L.P. | 8,452 | $2.06M | 0.12% | +6,300+292.8% | Added |
| FourThought Financial, LLC | 8,442 | $2.06M | 0.28% | +3,753+80.0% | Added |
| M. Kulyk & Associates, LLC | 8,439 | $2.06M | 0.74% | +2,334+38.2% | Added |
| Cito Capital Group, LLC | 8,400 | $2.05M | 0.92% | +50+0.6% | Added |
| Elmwood Wealth Management, Inc. | 8,378 | $2.05M | 1.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 8,349 | $2.04M | 0.42% | +8,349 | New |
| Flagship Harbor Advisors, LLC | 8,344 | $2.04M | 0.22% | +20+0.2% | Added |
| ARS Wealth Advisors, LLC | 8,319 | $2.03M | 0.37% | +1,932+30.2% | Added |
| Citizens Business Bank | 8,310 | $2.03M | 0.27% | −579−6.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 8,303 | $2.03M | 0.21% | +2,141+34.7% | Added |
| JT Stratford LLC | 8,290 | $2.02M | 0.65% | +809+10.8% | Added |
| Shepherd Financial Partners LLC | 8,272 | $2.02M | 0.38% | +13+0.2% | Added |
| Stevens Capital Management LP | 8,259 | $2.02M | 0.59% | +8,259 | New |
| Jaffetilchin Investment Partners, LLC | 8,667 | $2.02M | 0.14% | +4,697+118.3% | Added |
| Trust Asset Management LLC | 8,226 | $2.01M | 0.27% | +931+12.8% | Added |
| IPG Investment Advisors LLC | 8,221 | $2.01M | 0.59% | −18−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 8,204 | $2.00M | 0.11% | +3,878+89.6% | Added |
| Abbrea Capital, LLC | 8,198 | $2.00M | 0.30% | +815+11.0% | Added |
| Meridian Wealth Management, LLC | 8,185 | $2.00M | 0.25% | +2,517+44.4% | Added |
| West Branch Capital LLC | 8,167 | $2.00M | 0.98% | +108+1.3% | Added |
| Mizuho Securities Co. Ltd. | 8,066 | $1.97M | 0.38% | +5,327+194.5% | Added |
| Agf Investments Inc. | 8,025 | $1.96M | 0.01% | +6,627+474.0% | Added |
| Magnetar Financial LLC | 8,015 | $1.96M | 0.02% | +8,015 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.95M | 0.63% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,981 | $1.95M | 1.06% | −966−10.8% | Reduced |
| Nicolet Bankshares Inc | 7,975 | $1.95M | 0.51% | +361+4.7% | Added |
| Krilogy Financial LLC | 7,959 | $1.94M | 0.19% | +53+0.7% | Added |
| Eagle Asset Management Inc | 7,956 | $1.94M | 0.01% | +272+3.5% | Added |
| Acorn Financial Advisory Services Inc | 7,951 | $1.94M | 0.57% | +550+7.4% | Added |
| PFS Investments Inc. | 7,913 | $1.94M | 0.04% | +1,124+16.6% | Added |
| Exchange Traded Concepts, LLC | 7,885 | $1.93M | 0.06% | +488+6.6% | Added |
| Hudson Canyon Capital Management | 7,883 | $1.93M | 1.44% | −597−7.0% | Reduced |
| BNC Wealth Management, LLC | 7,858 | $1.92M | 1.16% | +257+3.4% | Added |
| Midwest Wealth Management Inc. | 7,835 | $1.91M | 1.37% | +803+11.4% | Added |
| Checchi Capital Advisers, LLC | 7,812 | $1.91M | 0.24% | −13,109−62.7% | Reduced |
| Sunbelt Securities, Inc. | 7,959 | $1.90M | 0.34% | +1,224+18.2% | Added |
| Northstar Group, Inc. | 7,737 | $1.89M | 0.49% | +1,866+31.8% | Added |
| Aldebaran Financial Inc. | 7,739 | $1.88M | 1.66% | +175+2.3% | Added |
| TRUE Private Wealth Advisors | 7,690 | $1.88M | 0.28% | +93+1.2% | Added |
| Bell Bank | 7,681 | $1.88M | 0.25% | +84+1.1% | Added |
| Navalign, LLC | 7,668 | $1.87M | 0.79% | +214+2.9% | Added |
| Capula Management Ltd | 7,614 | $1.86M | 0.34% | −18,979−71.4% | Reduced |
| Ascent Wealth Partners, LLC | 7,597 | $1.86M | 0.35% | −497−6.1% | Reduced |
| Oxler Private Wealth LLC | 7,600 | $1.86M | 0.81% | 00.0% | Unchanged |
| Modus Advisors, LLC | 7,591 | $1.85M | 0.78% | +107+1.4% | Added |
| Mission Wealth Management, LP | 7,588 | $1.85M | 0.10% | +1,451+23.6% | Added |
| Caliber Wealth Management, LLC | 7,565 | $1.85M | 1.31% | +241+3.3% | Added |
| Investors Financial Group, LLC | 7,561 | $1.85M | 0.99% | +493+7.0% | Added |
| Virtue Capital Management, LLC | 7,543 | $1.84M | 0.37% | +676+9.8% | Added |
| Equitable Holdings, Inc. | 7,534 | $1.84M | 0.03% | −1,124−13.0% | Reduced |
| First Pacific Advisors, LP | 7,515 | $1.84M | 0.02% | −574−7.1% | Reduced |
| American National Registered Investment Advisor, Inc. | 7,504 | $1.83M | 0.66% | −265−3.4% | Reduced |
| Field & Main Bank | 7,470 | $1.82M | 1.17% | +185+2.5% | Added |
| Summit Global Investments | 7,461 | $1.82M | 0.11% | −67−0.9% | Reduced |
| United Bank | 7,454 | $1.82M | 1.23% | +71+1.0% | Added |
| Castleview Partners, LLC | 7,405 | $1.81M | 0.79% | +7,405 | New |
| Gs Investments, Inc. | 7,389 | $1.80M | 2.46% | +25+0.3% | Added |
| Geier Asset Management, Inc. | 7,382 | $1.80M | 1.26% | −25−0.3% | Reduced |
| Western Wealth Management, LLC | 7,421 | $1.80M | 0.19% | −772−9.4% | Reduced |
| Jump Financial, LLC | 7,366 | $1.80M | 0.17% | −9,525−56.4% | Reduced |
| Cornerstone National Bank & Trust Co | 7,299 | $1.78M | 0.78% | +345+5.0% | Added |
| Koshinski Asset Management, Inc. | 7,296 | $1.78M | 0.22% | −4,431−37.8% | Reduced |
| Parcion Private Wealth LLC | 7,289 | $1.78M | 0.18% | +350+5.0% | Added |
| Sompo Asset Management Co., Ltd. | 7,160 | $1.75M | 0.36% | +540+8.2% | Added |
| Atlantic Union Bankshares Corp | 7,157 | $1.75M | 0.17% | +5,926+481.4% | Added |
| Emerson Point Capital LP | 7,127 | $1.74M | 0.26% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,110 | $1.74M | 0.26% | −805−10.2% | Reduced |
| Apollon Wealth Management, LLC | 7,108 | $1.74M | 0.31% | −232−3.2% | Reduced |
| Red Door Wealth Management, LLC | 7,107 | $1.74M | 0.68% | +1,163+19.6% | Added |
| Laffer Tengler Investments | 7,104 | $1.74M | 0.65% | −124−1.7% | Reduced |
| Ironwood Investment Management LLC | 7,097 | $1.73M | 0.88% | −40−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 7,088 | $1.73M | 0.95% | +728+11.4% | Added |
| Bay Rivers Group | 7,080 | $1.73M | 1.23% | +83+1.2% | Added |
| Derby & Company, Inc | 7,066 | $1.73M | 0.36% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,052 | $1.72M | 0.35% | −706−9.1% | Reduced |
| 180 Wealth Advisors, LLC | 7,072 | $1.72M | 0.39% | +64+0.9% | Added |
| International Assets Investment Management, LLC | 7,030 | $1.72M | 0.32% | −3,276−31.8% | Reduced |
| Wade G W & Inc | 7,019 | $1.72M | 0.08% | +144+2.1% | Added |
| Burns J W & Co Inc | 7,000 | $1.71M | 0.27% | +830+13.5% | Added |
| Vigilare Wealth Management | 6,997 | $1.71M | 1.04% | −26−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 6,979 | $1.71M | 0.26% | +1,552+28.6% | Added |
| Regal Investment Advisors LLC | 6,975 | $1.70M | 0.17% | +6,975 | New |
| Laidlaw Wealth Management LLC | 6,972 | $1.70M | 0.44% | −206−2.9% | Reduced |
| Charter Research & Investment Group, Inc. | 6,967 | $1.70M | 1.41% | +215+3.2% | Added |
| Moseley Investment Management Inc | 6,898 | $1.69M | 0.83% | +51+0.7% | Added |
| Compton Wealth Advisory Group, LLC | 6,891 | $1.68M | 0.79% | +430+6.7% | Added |
| Atom Investors LP | 6,885 | $1.68M | 0.35% | +6,885 | New |
| Investment House LLC | 6,882 | $1.68M | 0.12% | +1,020+17.4% | Added |
| Capital Management Associates | 6,820 | $1.67M | 1.60% | −5,700−45.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 6,806 | $1.66M | 0.04% | +6,806 | New |
| Eastern Bank | 6,797 | $1.66M | 0.08% | −845−11.1% | Reduced |
| Intact Investment Management Inc. | 6,800 | $1.66M | 0.05% | +1,000+17.2% | Added |
| Center for Financial Planning, Inc. | 6,778 | $1.66M | 0.41% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 6,775 | $1.66M | 0.17% | −4,422−39.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,759 | $1.65M | 0.57% | +61+0.9% | Added |
| Compton Capital Management Inc | 6,760 | $1.65M | 0.49% | +1,150+20.5% | Added |
| L & S Advisors Inc | 6,757 | $1.65M | 0.18% | +6,757 | New |