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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 6,714 | $1.64M | 0.02% | −78−1.1% | Reduced |
| Waycross Partners, LLC | 6,646 | $1.62M | 0.86% | 00.0% | Unchanged |
| Bluestein R H & Co | 6,615 | $1.62M | 0.06% | −545−7.6% | Reduced |
| MidWestOne Financial Group, Inc. | 6,610 | $1.61M | 0.38% | +368+5.9% | Added |
| Moloney Securities Asset Management, LLC | 6,607 | $1.61M | 0.29% | +1,980+42.8% | Added |
| Pennsylvania Capital Management Inc | 6,552 | $1.61M | 0.79% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 6,554 | $1.60M | 0.60% | −6,214−48.7% | Reduced |
| Camden Capital, LLC | 6,539 | $1.60M | 0.37% | +355+5.7% | Added |
| Legacy Capital Partners, Inc. | 6,513 | $1.59M | 0.57% | +25+0.4% | Added |
| Northeast Financial Consultants Inc | 6,464 | $1.58M | 0.11% | +31+0.5% | Added |
| Abbot Financial Management, Inc. | 6,452 | $1.58M | 0.69% | +285+4.6% | Added |
| Element Pointe Advisors, LLC | 6,495 | $1.57M | 0.48% | +554+9.3% | Added |
| Canvas Wealth Advisors, LLC | 6,441 | $1.57M | 0.71% | +3,037+89.2% | Added |
| Advisor Resource Council | 6,358 | $1.55M | 0.16% | +6,358 | New |
| Hyman Charles D | 6,307 | $1.54M | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 6,301 | $1.54M | 0.25% | −574−8.3% | Reduced |
| Clear Harbor Asset Management, LLC | 6,256 | $1.53M | 0.19% | +235+3.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,247 | $1.53M | 0.15% | −1,018−14.0% | Reduced |
| BDO Wealth Advisors, LLC | 6,240 | $1.52M | 0.17% | +207+3.4% | Added |
| Bailard, Inc. | 6,222 | $1.52M | 0.05% | −507−7.5% | Reduced |
| Orion Capital Management LLC | 6,196 | $1.51M | 0.94% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,174 | $1.51M | 0.50% | +1,201+24.2% | Added |
| Albion Financial Group | 6,158 | $1.50M | 0.13% | +6,158 | New |
| Mainstay Capital Management LLC | 6,132 | $1.50M | 0.35% | −460−7.0% | Reduced |
| Atlas Brown,Inc. | 6,118 | $1.49M | 0.65% | +758+14.1% | Added |
| Asset Management Corp | 6,100 | $1.49M | 0.97% | −1,127−15.6% | Reduced |
| Central Bank & Trust Co | 6,083 | $1.49M | 0.24% | +38+0.6% | Added |
| Dearborn Partners LLC | 6,067 | $1.48M | 0.06% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 6,049 | $1.48M | 0.90% | +145+2.5% | Added |
| Ascension Asset Management LLC | 6,050 | $1.48M | 0.97% | +1,305+27.5% | Added |
| Voya Financial Advisors, Inc. | 6,010 | $1.48M | 0.19% | −21,384−78.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,045 | $1.48M | 0.93% | −35−0.6% | Reduced |
| Rosenbaum Jay D. | 6,043 | $1.48M | 2.45% | −20−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,035 | $1.47M | 0.49% | +253+4.4% | Added |
| Raab & Moskowitz Asset Management LLC | 6,028 | $1.47M | 0.54% | −450−6.9% | Reduced |
| Signature Wealth Management Group | 6,010 | $1.47M | 0.82% | +818+15.8% | Added |
| EPG Wealth Management LLC | 5,981 | $1.46M | 0.62% | −62−1.0% | Reduced |
| HBK Sorce Advisory LLC | 5,976 | $1.46M | 0.08% | +893+17.6% | Added |
| Legacy Wealth Partners, Inc. | 5,936 | $1.45M | 0.81% | +4,558+330.8% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.44M | 0.28% | −20−0.3% | Reduced |
| Meristem Family Wealth, LLC | 5,881 | $1.44M | 0.23% | +1,605+37.5% | Added |
| GFG Capital, LLC | 5,877 | $1.44M | 0.43% | +4+0.1% | Added |
| Blue Square Asset Management, LLC | 5,874 | $1.44M | 0.88% | +5,874 | New |
| Barrett Asset Management, LLC | 5,832 | $1.43M | 0.07% | −25−0.4% | Reduced |
| Brookfield Asset Management Inc. | 5,820 | $1.42M | 0.01% | +1,940+50.0% | Added |
| Wealth Management Partners, LLC | 5,811 | $1.42M | 0.99% | −138−2.3% | Reduced |
| WT Wealth Management | 5,779 | $1.41M | 0.57% | +575+11.0% | Added |
| Wakefield Asset Management LLLP | 5,781 | $1.41M | 0.53% | +5,781 | New |
| Moody Lynn & Lieberson, LLC | 5,773 | $1.41M | 0.11% | −55−0.9% | Reduced |
| Columbia Trust Co 01012016 | 5,773 | $1.41M | 0.80% | +396+7.4% | Added |
| Optas, LLC | 5,753 | $1.41M | 0.40% | +2,191+61.5% | Added |
| Cavalier Investments, LLC | 5,743 | $1.40M | 0.51% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,740 | $1.40M | 0.45% | +459+8.7% | Added |
| Avantax Planning Partners, Inc. | 5,702 | $1.39M | 0.07% | −767−11.9% | Reduced |
| PSI Advisors, LLC | 5,702 | $1.39M | 0.73% | −36−0.6% | Reduced |
| Intrua Financial, LLC | 5,729 | $1.39M | 0.33% | −48−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,833 | $1.39M | 0.02% | +5,833 | New |
| Kistler-Tiffany Companies, LLC | 5,664 | $1.38M | 0.32% | +80+1.4% | Added |
| Chickasaw Capital Management LLC | 5,609 | $1.37M | 0.06% | +125+2.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,592 | $1.37M | 1.04% | −39−0.7% | Reduced |
| Davenport & Co LLC | 5,599 | $1.37M | 0.01% | +3,456+161.3% | Added |
| NVWM, LLC | 5,552 | $1.36M | 0.49% | −1,894−25.4% | Reduced |
| Ritholtz Wealth Management | 5,548 | $1.35M | 0.10% | +1,246+29.0% | Added |
| Fukoku Mutual Life Insurance Co | 5,530 | $1.35M | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,520 | $1.35M | 0.51% | +5,520 | New |
| Rossmore Private Capital | 5,463 | $1.33M | 0.23% | +300+5.8% | Added |
| Wealth Alliance | 5,456 | $1.33M | 0.31% | −196−3.5% | Reduced |
| Heritage Trust Co | 5,435 | $1.33M | 0.19% | −87−1.6% | Reduced |
| Davidson Capital Management Inc. | 5,418 | $1.32M | 0.64% | +20+0.4% | Added |
| 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 |
| Brown Brothers Harriman & Co | 5,403 | $1.32M | 0.01% | −452−7.7% | Reduced |
| 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 |
| 1st Source Bank | 5,392 | $1.32M | 0.08% | +384+7.7% | Added |
| Gryphon Financial Partners LLC | 5,287 | $1.31M | 0.31% | +266+5.3% | Added |
| WealthShield Partners, LLC | 5,362 | $1.31M | 0.21% | +779+17.0% | Added |
| Coldstream Capital Management Inc | 5,356 | $1.31M | 0.05% | +180+3.5% | Added |
| Alaethes Wealth LLC | 5,317 | $1.30M | 1.00% | +492+10.2% | Added |
| Norway Savings Bank | 5,300 | $1.29M | 0.63% | +185+3.6% | Added |
| First United Bank Trust | 5,287 | $1.29M | 0.54% | −342−6.1% | Reduced |
| Quantitative Systematic Strategies LLC | 5,277 | $1.29M | 0.45% | +5,277 | New |
| 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 |
| Sofos Investments, Inc. | 5,251 | $1.28M | 0.59% | +535+11.3% | Added |
| MAI Capital Management | 5,208 | $1.27M | 0.03% | −5,395−50.9% | Reduced |
| Strategic Wealth Management Group, LLC | 5,194 | $1.27M | 0.46% | −96−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 5,163 | $1.26M | 0.01% | −38−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,157 | $1.26M | 0.19% | −1,078−17.3% | Reduced |
| Next Century Growth Investors LLC | 5,145 | $1.26M | 0.10% | −201−3.8% | Reduced |
| 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 |
| Ingalls & Snyder LLC | 5,118 | $1.25M | 0.06% | +328+6.8% | Added |
| Bond & Devick Financial Network, Inc. | 5,115 | $1.25M | 1.03% | +75+1.5% | Added |
| 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 |
| First Manhattan Co | 5,006 | $1.22M | 0.00% | −70−1.4% | 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 |
| TIG Advisors, LLC | 4,987 | $1.22M | 0.04% | −21,825−81.4% | Reduced |