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 |
|---|---|---|---|---|---|
| Graypoint LLC | 2,974 | $726.0K | 0.10% | +376+14.5% | Added |
| First Pacific Financial | 2,967 | $725.0K | 0.40% | +356+13.6% | Added |
| Cahill Financial Advisors Inc | 2,960 | $723.0K | 0.16% | +25+0.9% | Added |
| Bellecapital International Ltd. | 2,955 | $722.0K | 0.22% | +91+3.2% | Added |
| Engine No. 1 LLC | 2,950 | $721.0K | 0.20% | +2,950 | New |
| Quattro Financial Advisors LLC | 3,000 | $720.0K | 0.19% | +3,000 | New |
| Cornerstone Wealth Management, LLC | 2,945 | $719.0K | 0.08% | +191+6.9% | Added |
| DRW Securities, LLC | 2,933 | $716.0K | 0.10% | +2,933 | New |
| Edge Capital Group, LLC | 2,917 | $713.0K | 0.06% | 00.0% | Unchanged |
| Glenview Trust Co | 2,912 | $711.0K | 0.03% | −134−4.4% | Reduced |
| Paradigm Financial Advisors, LLC | 2,908 | $710.0K | 0.16% | −5,209−64.2% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 2,907 | $710.0K | 0.36% | +965+49.7% | Added |
| Prudent Man Advisors, LLC | 2,896 | $707.0K | 0.27% | +125+4.5% | Added |
| One Capital Management, LLC | 2,893 | $706.0K | 0.06% | +422+17.1% | Added |
| Polar Asset Management Partners Inc. | 2,880 | $703.0K | 0.01% | +929+47.6% | Added |
| FineMark National Bank & Trust | 2,869 | $701.0K | 0.03% | +52+1.8% | Added |
| Oder Investment Management, LLC | 2,866 | $700.0K | 0.91% | +111+4.0% | Added |
| ETF Managers Group, LLC | 2,835 | $697.0K | 0.01% | +614+27.6% | Added |
| Davis R M Inc | 2,839 | $693.0K | 0.02% | −900−24.1% | Reduced |
| Beaumont Financial Partners, LLC | 2,823 | $690.0K | 0.05% | −38−1.3% | Reduced |
| West Family Investments, Inc. | 2,819 | $689.0K | 0.19% | +2,819 | New |
| Whitener Capital Management, Inc. | 2,820 | $688.0K | 0.27% | −45−1.6% | Reduced |
| Csenge Advisory Group | 2,799 | $686.0K | 0.06% | −192−6.4% | Reduced |
| Mather Group, LLC. | 2,803 | $685.0K | 0.02% | +36+1.3% | Added |
| Principal Street Partners, LLC | 2,800 | $684.0K | 0.18% | −2,025−42.0% | Reduced |
| McDaniel Terry & Co | 2,796 | $683.0K | 0.08% | +307+12.3% | Added |
| Redwood Investments, LLC | 2,771 | $677.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,760 | $674.0K | 0.03% | −669−19.5% | Reduced |
| Proficio Capital Partners LLC | 2,740 | $669.0K | 0.08% | +149+5.8% | Added |
| Allworth Financial LP | 2,719 | $664.0K | 0.01% | +14+0.5% | Added |
| 9258 Wealth Management, LLC | 2,711 | $662.0K | 0.18% | −221−7.5% | Reduced |
| Patron Partners Advisors, LLC | 2,712 | $662.0K | 0.50% | +165+6.5% | Added |
| Conway Capital Management, Inc. | 2,710 | $662.0K | 0.45% | +55+2.1% | Added |
| Warther Private Wealth, LLC | 2,695 | $660.0K | 0.64% | +2,695 | New |
| Associated Banc-Corp | 2,690 | $657.0K | 0.03% | −1,062−28.3% | Reduced |
| DSC Advisors, L.P. | 2,677 | $654.0K | 0.63% | −1,637−37.9% | Reduced |
| Sunflower Bank, N.A. | 2,673 | $653.0K | 0.10% | +57+2.2% | Added |
| Tarbox Family Office, Inc. | 2,655 | $649.0K | 0.12% | +41+1.6% | Added |
| SOA Wealth Advisors, LLC. | 2,630 | $642.0K | 0.16% | −815−23.7% | Reduced |
| Park National Corp | 2,626 | $642.0K | 0.03% | −704−21.1% | Reduced |
| Quantamental Technologies LLC | 2,629 | $642.0K | 0.57% | +2,629 | New |
| First Nebraska Trust Co | 2,627 | $641.7K | 0.08% | +200+8.2% | Added |
| SkyView Investment Advisors, LLC | 3,025 | $641.0K | 0.30% | 00.0% | Unchanged |
| S&CO Inc | 2,616 | $639.0K | 0.05% | −877−25.1% | Reduced |
| Symphony Financial, Ltd. Co. | 2,606 | $638.0K | 0.22% | −1,249−32.4% | Reduced |
| Calton & Associates, Inc. | 2,611 | $638.0K | 0.12% | +113+4.5% | Added |
| Gradient Investments LLC | 2,607 | $637.0K | 0.02% | −15−0.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 2,608 | $637.0K | 0.36% | +250+10.6% | Added |
| Marcum Wealth, LLC | 2,595 | $634.0K | 0.10% | +10.0% | Added |
| Crumly & Associates Inc. | 2,581 | $630.0K | 0.31% | +19+0.7% | Added |
| Amussen Hunsaker Associates LLC | 2,571 | $628.0K | 0.18% | +1,241+93.3% | Added |
| Evermay Wealth Management LLC | 2,567 | $627.0K | 0.12% | −43−1.6% | Reduced |
| State of Wyoming | 2,542 | $622.0K | 0.39% | +751+41.9% | Added |
| Visionary Wealth Advisors | 2,538 | $620.0K | 0.06% | −84−3.2% | Reduced |
| CPWM, LLC | 2,520 | $616.0K | 0.05% | +49+2.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,515 | $614.0K | 0.24% | +170+7.2% | Added |
| Garrett Investment Advisors LLC | 2,504 | $612.0K | 0.19% | +78+3.2% | Added |
| SageGuard Financial Group, LLC | 2,503 | $611.0K | 0.28% | −1,152−31.5% | Reduced |
| Running Point Capital Advisors, LLC | 2,483 | $607.0K | 0.28% | +33+1.3% | Added |
| Valmark Advisers, Inc. | 2,485 | $607.0K | 0.01% | +2,485 | New |
| AdvisorNet Financial, Inc | 2,478 | $605.0K | 0.04% | −292−10.5% | Reduced |
| Ellevest, Inc. | 2,465 | $602.0K | 0.06% | +246+11.1% | Added |
| Venturi Wealth Management, LLC | 2,447 | $598.0K | 0.05% | −944−27.8% | Reduced |
| Global Retirement Partners, LLC | 2,444 | $597.0K | 0.06% | −10,417−81.0% | Reduced |
| First Financial Corp | 2,445 | $597.0K | 0.40% | −10−0.4% | Reduced |
| Kore Private Wealth LLC | 2,431 | $594.0K | 0.07% | +200+9.0% | Added |
| Key Financial Inc | 2,451 | $593.0K | 0.33% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,400 | $586.0K | 0.19% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,394 | $583.0K | 0.18% | +46+2.0% | Added |
| TFG Advisers LLC | 2,384 | $582.0K | 0.28% | −18−0.7% | Reduced |
| Ancora Advisors, LLC | 2,378 | $581.0K | 0.02% | +63+2.7% | Added |
| Citizens Financial Group Inc | 2,375 | $580.0K | 0.03% | −200−7.8% | Reduced |
| Cooper Financial Group | 2,373 | $580.0K | 0.12% | −135−5.4% | Reduced |
| Aevitas Wealth Management, Inc. | 2,369 | $579.0K | 0.37% | +230+10.8% | Added |
| ArrowMark Colorado Holdings LLC | 2,360 | $576.0K | 0.00% | −4,316−64.6% | Reduced |
| Tradition Wealth Management, LLC | 2,357 | $576.0K | 0.09% | −517−18.0% | Reduced |
| David J Yvars Group | 2,350 | $574.0K | 0.32% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,330 | $569.0K | 0.24% | +339+17.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,316 | $566.0K | 0.03% | +282+13.9% | Added |
| Windsor Group LTD | 2,316 | $566.0K | 0.12% | +798+52.6% | Added |
| Keel Point, LLC | 2,313 | $565.0K | 0.07% | +47+2.1% | Added |
| Hoey Investments, Inc | 2,308 | $564.0K | 0.17% | −894−27.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,299 | $562.0K | 0.20% | −199−8.0% | Reduced |
| Parkside Advisors LLC | 2,299 | $562.0K | 0.18% | 00.0% | Unchanged |
| Glenview State Bank Trust Dept. | 2,300 | $562.0K | 0.17% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,297 | $561.0K | 0.32% | +10.0% | Added |
| Delta Investment Management, LLC | 2,291 | $560.0K | 0.17% | +33+1.5% | Added |
| Adviser Investments LLC | 2,283 | $558.0K | 0.04% | −63−2.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,285 | $558.0K | 0.43% | −5−0.2% | Reduced |
| Magnolia Capital Advisors LLC | 2,275 | $556.0K | 0.25% | +97+4.5% | Added |
| Saturna Capital CORP | 2,273 | $555.0K | 0.01% | +390+20.7% | Added |
| Atticus Wealth Management, LLC | 2,246 | $549.0K | 0.24% | −60−2.6% | Reduced |
| Sutton Wealth Advisors Inc. | 2,245 | $548.4K | 0.20% | +98+4.6% | Added |
| Boenning & Scattergood, Inc. | 2,242 | $548.0K | 0.10% | −720−24.3% | Reduced |
| West Oak Capital, LLC | 2,245 | $548.0K | 0.22% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,242 | $548.0K | 0.20% | +2+0.1% | Added |
| Hengehold Capital Management LLC | 2,239 | $547.0K | 0.07% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 2,235 | $546.0K | 0.04% | −150−6.3% | Reduced |
| Fayez Sarofim & Co | 2,230 | $545.0K | 0.00% | −10−0.4% | Reduced |
| Eudaimonia Partners, LLC | 2,227 | $544.0K | 0.10% | +11+0.5% | Added |