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 |
|---|---|---|---|---|---|
| University of Notre Dame du Lac | 4,972 | $1.22M | 3.53% | −48,688−90.7% | Reduced |
| Sky Investment Group LLC | 4,970 | $1.21M | 0.27% | +160+3.3% | Added |
| Brown Capital Management LLC | 4,937 | $1.21M | 0.01% | −55−1.1% | Reduced |
| Vista Private Wealth Partners. LLC | 4,913 | $1.21M | 0.50% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,924 | $1.20M | 0.68% | −25−0.5% | Reduced |
| Mid Atlantic Financial Management Inc | 4,921 | $1.20M | 0.08% | +431+9.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,915 | $1.20M | 0.33% | +2,903+144.3% | Added |
| Redmond Asset Management, LLC | 4,912 | $1.20M | 0.35% | −84−1.7% | Reduced |
| Berman Capital Advisors, LLC | 4,881 | $1.19M | 0.19% | +1,980+68.3% | Added |
| 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 |
| RMR Wealth Builders | 4,838 | $1.18M | 0.39% | −565−10.5% | Reduced |
| Golden State Wealth Management, LLC | 4,824 | $1.18M | 0.26% | +1,514+45.7% | Added |
| Jupiter Wealth Management LLC | 4,679 | $1.17M | 0.56% | +1,179+33.7% | Added |
| M&R Capital Management Inc | 4,770 | $1.17M | 0.27% | +975+25.7% | Added |
| Headinvest, LLC | 4,764 | $1.16M | 0.22% | +210+4.6% | Added |
| FLC Capital Advisors | 4,759 | $1.16M | 0.34% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 4,772 | $1.16M | 0.54% | +2,467+107.0% | Added |
| 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 |
| Centiva Capital, LP | 4,707 | $1.15M | 0.09% | +4,707 | New |
| 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 |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.15M | 0.43% | 00.0% | Unchanged |
| 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 |
| Midwest Professional Planners, LTD. | 4,676 | $1.14M | 0.59% | +2,257+93.3% | Added |
| Martingale Asset Management L P | 4,655 | $1.14M | 0.01% | +4,655 | New |
| Stokes Family Office, LLC | 4,635 | $1.13M | 0.16% | +2,147+86.3% | Added |
| Perennial Investment Advisors, LLC | 4,589 | $1.12M | 0.41% | +106+2.4% | Added |
| Buffington Mohr McNeal | 4,566 | $1.11M | 0.22% | −30−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,564 | $1.11M | 0.13% | +1,723+60.6% | 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 |
| Accretive Wealth Partners, LLC | 4,545 | $1.11M | 0.80% | +198+4.6% | Added |
| Quadrant Capital Group LLC | 4,539 | $1.11M | 0.16% | +390+9.4% | 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 |
| Newman Dignan & Sheerar, Inc. | 4,531 | $1.11M | 0.38% | +3+0.1% | Added |
| Rinet Co LLC | 4,523 | $1.10M | 0.21% | +31+0.7% | Added |
| Alta Wealth Advisors LLC | 4,510 | $1.10M | 0.81% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,489 | $1.10M | 0.53% | +250+5.9% | Added |
| Eads & Heald Wealth Management | 4,474 | $1.09M | 0.53% | −95−2.1% | 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 |
| Wolff Wiese Magana LLC | 4,461 | $1.09M | 0.78% | −124−2.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,446 | $1.09M | 0.48% | +222+5.3% | Added |
| Quantbot Technologies LP | 4,430 | $1.08M | 0.09% | +4,430 | New |
| Amarillo National Bank | 4,413 | $1.08M | 0.31% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,400 | $1.07M | 0.49% | −1,650−27.3% | Reduced |
| Allred Capital Management, LLC | 4,392 | $1.07M | 0.53% | −115−2.6% | Reduced |
| Legal Advantage Investments, Inc. | 4,380 | $1.07M | 0.73% | +1,000+29.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $1.07M | 0.60% | +650+17.4% | Added |
| HM Payson & Co | 4,370 | $1.07M | 0.03% | −165−3.6% | Reduced |
| 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 |
| Sargent Investment Group, LLC | 4,300 | $1.05M | 0.25% | 00.0% | Unchanged |
| Change Path, LLC | 4,268 | $1.04M | 0.06% | −3,548−45.4% | Reduced |
| AMG National Trust Bank | 4,242 | $1.04M | 0.03% | −45−1.0% | Reduced |
| EP Wealth Advisors, LLC | 4,204 | $1.03M | 0.03% | +51+1.2% | Added |
| Nwam LLC | 4,183 | $1.02M | 0.09% | −11,504−73.3% | Reduced |
| Quest Capital Management Inc | 4,178 | $1.02M | 0.20% | −185−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,176 | $1.02M | 0.12% | +23+0.6% | 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 |
| Sound View Wealth Advisors Group, LLC | 4,167 | $1.02M | 0.21% | +455+12.3% | Added |
| Great Diamond Partners, LLC | 4,165 | $1.02M | 0.29% | −940−18.4% | Reduced |
| United Maritime Capital LLC | 4,154 | $1.01M | 0.77% | −8,150−66.2% | Reduced |
| Golden Green, Inc. | 4,154 | $1.01M | 0.78% | −39−0.9% | 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 |
| Arabesque Asset Management Ltd | 4,142 | $1.01M | 0.43% | −7,959−65.8% | Reduced |
| Morse Asset Management, Inc | 4,120 | $1.01M | 0.24% | +4,120 | New |
| WESPAC Advisors SoCal, LLC | 4,106 | $1.00M | 0.33% | +100+2.5% | Added |
| Diligent Investors, LLC | 4,079 | $996.0K | 0.34% | +60+1.5% | Added |
| Chemung Canal Trust Co | 4,062 | $993.0K | 0.19% | −20,281−83.3% | Reduced |
| Proequities, Inc. | 4,036 | $986.0K | 0.06% | +1,372+51.5% | Added |
| Buckley Wealth Management, LLC | 4,032 | $985.0K | 0.34% | −181−4.3% | Reduced |
| Rathbone Brothers plc | 4,023 | $983.0K | 0.01% | −422−9.5% | Reduced |
| Sage Rhino Capital LLC | 4,018 | $981.0K | 0.29% | +48+1.2% | 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 |
| BSW Wealth Partners | 3,994 | $976.0K | 0.27% | +838+26.6% | Added |
| Adams Chetwood Wealth Management LLC | 3,979 | $972.0K | 0.69% | +223+5.9% | Added |
| Riverview Trust Co | 3,969 | $970.0K | 1.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,956 | $966.0K | 0.14% | −45−1.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,954 | $965.0K | 0.32% | +181+4.8% | Added |
| Rehmann Capital Advisory Group | 3,946 | $964.1K | 0.09% | −232−5.6% | Reduced |
| Covenant Partners, LLC | 3,928 | $959.0K | 0.36% | −236−5.7% | Reduced |
| Cim Investment Mangement Inc | 3,919 | $957.0K | 0.30% | −184−4.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,917 | $956.0K | 0.10% | +376+10.6% | Added |
| Paradigm Financial Partners, LLC | 3,908 | $955.0K | 0.24% | +1,327+51.4% | Added |
| 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 |
| 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 |
| Resources Investment Advisors, LLC. | 3,860 | $943.0K | 0.04% | +1,003+35.1% | Added |
| Waldron Private Wealth LLC | 3,856 | $941.0K | 0.06% | −111−2.8% | Reduced |