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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 3,854 | $941.0K | 0.53% | +40+1.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,820 | $933.0K | 0.23% | +384+11.2% | Added |
| Savant Capital, LLC | 3,813 | $931.0K | 0.04% | +137+3.7% | Added |
| Essex Savings Bank | 3,889 | $926.0K | 0.36% | +125+3.3% | Added |
| Sawtooth Solutions, LLC | 3,787 | $925.0K | 0.18% | +645+20.5% | Added |
| Professional Planning | 3,782 | $923.0K | 0.42% | −317−7.7% | Reduced |
| Smith, Salley & Associates | 3,775 | $922.0K | 0.07% | +1,586+72.5% | Added |
| Aaron Wealth Advisors | 3,747 | $915.0K | 0.30% | −44−1.2% | Reduced |
| Fortem Financial Group, LLC | 3,740 | $914.0K | 0.46% | −100−2.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,740 | $914.0K | 0.02% | +148+4.1% | Added |
| Coastal Investment Advisors, Inc. | 3,737 | $913.0K | 0.22% | +346+10.2% | Added |
| Financial Advocates Investment Management | 3,723 | $910.0K | 0.06% | −619−14.3% | Reduced |
| Encompass Wealth Advisors, LLC | 3,728 | $910.0K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,726 | $910.0K | 0.09% | +88+2.4% | Added |
| Colonial River Wealth Management, LLC | 3,686 | $900.0K | 0.64% | +65+1.8% | Added |
| Cowen and Company, LLC | 3,684 | $900.0K | 0.05% | +3,684 | New |
| Harfst & Associates, Inc. | 3,674 | $897.0K | 0.26% | −402−9.9% | Reduced |
| Fort Point Capital Partners LLC | 3,674 | $897.0K | 0.17% | +22+0.6% | Added |
| Altfest L J & Co Inc | 3,674 | $897.0K | 0.19% | +895+32.2% | Added |
| Landscape Capital Management, L.L.C. | 3,672 | $897.0K | 0.11% | +3,672 | New |
| Wealth Management Associates, Inc. | 3,669 | $896.2K | 0.51% | −310−7.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,659 | $894.0K | 0.13% | +515+16.4% | Added |
| Stratos Wealth Advisors, LLC | 3,661 | $894.0K | 0.08% | +963+35.7% | Added |
| BFT Financial Group, LLC | 3,657 | $893.0K | 0.18% | −86−2.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,650 | $892.0K | 0.38% | +3,650 | New |
| Maven Securities LTD | 3,642 | $890.0K | 0.09% | +3,642 | New |
| Insight Advisors, LLC | 3,679 | $886.0K | 0.28% | +127+3.6% | Added |
| Bordeaux Wealth Advisors LLC | 3,605 | $881.0K | 0.51% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,599 | $879.0K | 0.28% | −268−6.9% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 3,595 | $878.0K | 0.46% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,587 | $876.0K | 0.12% | −1,180−24.8% | Reduced |
| Integrated Advisors Network LLC | 3,579 | $874.0K | 0.06% | +104+3.0% | Added |
| Oxford Financial Group Ltd | 3,576 | $874.0K | 0.12% | +224+6.7% | Added |
| Homrich & Berg | 3,573 | $873.0K | 0.02% | +262+7.9% | Added |
| Fairfield, Bush & Co. | 3,573 | $873.0K | 0.24% | +1,066+42.5% | Added |
| Robertson Stephens Wealth Management, LLC | 3,558 | $869.0K | 0.10% | +239+7.2% | Added |
| Glen Eagle Advisors, LLC | 3,557 | $868.9K | 0.27% | +151+4.4% | Added |
| Ramiah Investment Group | 3,545 | $865.9K | 0.62% | −17−0.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,538 | $864.0K | 0.32% | −165−4.5% | Reduced |
| Argent Advisors, Inc. | 3,533 | $863.0K | 0.52% | +567+19.1% | Added |
| V2 Financial group LLC | 3,501 | $855.2K | 0.73% | −70−2.0% | Reduced |
| Congress Park Capital LLC | 3,500 | $855.0K | 0.43% | −3,875−52.5% | Reduced |
| Fulcrum Capital LLC | 3,502 | $855.0K | 0.21% | −690−16.5% | Reduced |
| First Heartland Consultants, Inc. | 3,492 | $853.0K | 0.13% | +607+21.0% | Added |
| Standard Family Office LLC | 3,489 | $852.0K | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,993 | $846.0K | 0.12% | 00.0% | Unchanged |
| Financial Architects, Inc | 3,455 | $844.0K | 0.12% | +741+27.3% | Added |
| Crestwood Advisors Group LLC | 3,437 | $840.0K | 0.02% | −184−5.1% | Reduced |
| Trust Investment Advisors | 3,427 | $837.0K | 0.74% | +158+4.8% | Added |
| Juncture Wealth Strategies, LLC | 3,439 | $837.0K | 0.48% | +375+12.2% | Added |
| First Horizon Advisors, Inc. | 3,431 | $837.0K | 0.05% | +915+36.4% | Added |
| Asset Dedication, LLC | 3,484 | $837.0K | 0.12% | +1,173+50.8% | Added |
| Menard Financial Group LLC | 3,406 | $832.0K | 0.79% | +503+17.3% | Added |
| Creative Financial Designs Inc | 3,404 | $831.0K | 0.14% | +40+1.2% | Added |
| TSFG, LLC | 3,395 | $829.0K | 0.33% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,380 | $826.0K | 0.52% | +3,380 | New |
| Silicon Valley Capital Partners | 3,373 | $824.0K | 0.16% | −6,263−65.0% | Reduced |
| Lumature Wealth Partners, LLC | 3,374 | $824.0K | 0.34% | +258+8.3% | Added |
| Parker Investment Management, LLC | 3,343 | $817.0K | 0.14% | −568−14.5% | Reduced |
| Haverford Trust Co | 3,344 | $817.0K | 0.01% | +3,344 | New |
| YHB Investment Advisors, Inc. | 3,341 | $816.0K | 0.07% | +101+3.1% | Added |
| Highland Private Wealth Management | 3,337 | $816.0K | 0.12% | +148+4.6% | Added |
| Bangor Savings Bank | 3,342 | $816.0K | 0.09% | +3,342 | New |
| Ropes Wealth Advisors LLC | 3,336 | $815.0K | 0.13% | +248+8.0% | Added |
| Sonata Capital Group Inc | 3,335 | $815.0K | 0.37% | +250+8.1% | Added |
| Valley Brook Capital Group | 3,298 | $805.0K | 0.77% | +1,359+70.1% | Added |
| Banco BTG Pactual S.A. | 3,280 | $801.0K | 0.63% | +1,268+63.0% | Added |
| SFMG, LLC | 3,266 | $798.0K | 0.09% | +253+8.4% | Added |
| IMS Capital Management | 3,249 | $794.0K | 0.47% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 3,241 | $792.0K | 0.01% | +364+12.7% | Added |
| DFPG Investments, LLC | 3,242 | $791.0K | 0.30% | −303−8.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,229 | $789.0K | 0.13% | +142+4.6% | Added |
| Thomas White International Ltd | 3,227 | $788.0K | 0.11% | 00.0% | Unchanged |
| Versor Investments LP | 3,208 | $784.0K | 0.03% | +3,208 | New |
| Octavia Wealth Advisors, LLC | 3,195 | $780.0K | 0.21% | +390+13.9% | Added |
| Clear Perspective Advisors, LLC | 3,186 | $778.0K | 0.27% | +132+4.3% | Added |
| Strategic Blueprint, LLC | 3,182 | $777.0K | 0.12% | +2,128+201.9% | Added |
| Platform Technology Partners | 3,182 | $777.0K | 0.32% | +3,182 | New |
| Hilltop Holdings Inc. | 3,173 | $775.0K | 0.09% | −368−10.4% | Reduced |
| Ameritas Investment Company, LLC | 1,456 | $773.0K | 0.04% | −1,420−49.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,162 | $772.0K | 0.10% | +453+16.7% | Added |
| WP Advisors, LLC | 3,150 | $769.0K | 0.32% | +50+1.6% | Added |
| CenterStar Asset Management, LLC | – | $768.0K | 0.83% | – | – |
| Dynamic Technology Lab Private Ltd | 3,146 | $768.0K | 0.08% | +3,146 | New |
| RiverGlades Family Offices LLC | 3,125 | $763.0K | 0.59% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,125 | $763.0K | 0.17% | +8+0.3% | Added |
| Capital Investment Advisory Services, LLC | 3,115 | $761.0K | 0.10% | −430−12.1% | Reduced |
| Great Lakes Advisors, LLC | 3,104 | $758.0K | 0.01% | −440−12.4% | Reduced |
| Enlightenment Research, LLC | 3,100 | $757.0K | 0.96% | +2,000+181.8% | Added |
| Claro Advisors LLC | 3,094 | $756.0K | 0.34% | −26−0.8% | Reduced |
| Stelac Advisory Services LLC | 3,087 | $754.0K | 0.17% | +76+2.5% | Added |
| Global Trust Asset Management, LLC | 3,082 | $753.0K | 0.36% | −27−0.9% | Reduced |
| LCM Capital Management Inc | 3,065 | $749.0K | 0.62% | +63+2.1% | Added |
| Oak Grove Capital LLC | 3,050 | $745.0K | 0.17% | +1,050+52.5% | Added |
| Stonebridge Financial Planning Group, LLC | 3,052 | $741.0K | 0.39% | −100−3.2% | Reduced |
| InterOcean Capital Group, LLC | 3,012 | $736.0K | 0.04% | +490+19.4% | Added |
| Penserra Capital Management LLC | 3,007 | $734.0K | 0.01% | +783+35.2% | Added |
| Smithfield Trust Co | 2,995 | $731.0K | 0.05% | +6+0.2% | Added |
| Sax Wealth Advisors, LLC | 2,987 | $730.0K | 0.25% | +5+0.2% | Added |
| Caxton Corp | 2,988 | $730.0K | 0.50% | +1,298+76.8% | Added |