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 |
|---|---|---|---|---|---|
| Vivid Financial Management, Inc. | 2,227 | $544.0K | 0.22% | +70+3.2% | Added |
| Texas Yale Capital Corp. | 2,224 | $543.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 2,222 | $543.0K | 0.05% | +72+3.3% | Added |
| Symmetry Partners, LLC | 2,218 | $542.0K | 0.04% | 00.0% | Unchanged |
| Hayden Royal, LLC | 2,193 | $536.0K | 0.30% | +280+14.6% | Added |
| Balasa Dinverno & Foltz LLC | 2,173 | $531.0K | 0.04% | +429+24.6% | Added |
| Geller Advisors LLC | 2,164 | $529.0K | 0.11% | −3−0.1% | Reduced |
| IFG Advisors, LLC | 2,158 | $527.0K | 0.25% | +5+0.2% | Added |
| Boston Financial Mangement LLC | 2,154 | $526.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,145 | $524.0K | 0.07% | +141+7.0% | Added |
| Fiduciary Planning LLC | 2,143 | $523.0K | 0.45% | −5,491−71.9% | Reduced |
| D.B. Root & Company, LLC | 2,145 | $523.0K | 0.20% | +2,145 | New |
| Abacus Wealth Partners, LLC | 2,138 | $522.2K | 0.20% | +2,138 | New |
| Hemenway Trust Co LLC | 2,135 | $522.0K | 0.05% | +16+0.8% | Added |
| Ovata Capital Management Ltd | 2,134 | $521.0K | 0.25% | +2,134 | New |
| WNY Asset Management, LLC | 2,125 | $518.0K | 0.19% | +590+38.4% | Added |
| Bristlecone Advisors, LLC | 2,095 | $512.0K | 0.07% | +12+0.6% | Added |
| NorthRock Partners, LLC | 2,090 | $510.0K | 0.04% | +716+52.1% | Added |
| Hellman Jordan Management Co Inc | 2,083 | $509.0K | 0.90% | −693−25.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,085 | $509.0K | 0.03% | +46+2.3% | Added |
| TCG Advisory Services, LLC | 2,076 | $507.0K | 0.14% | +85+4.3% | Added |
| Probity Advisors, Inc. | 2,077 | $507.0K | 0.11% | +567+37.5% | Added |
| Occidental Asset Management, LLC | 2,058 | $503.0K | 0.13% | 00.0% | Unchanged |
| James Hambro & Partners | 2,050 | $501.0K | 0.04% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 2,050 | $501.0K | 0.00% | +2,050 | New |
| Parkside Financial Bank & Trust | 2,036 | $497.0K | 0.14% | +164+8.8% | Added |
| Meridian Investment Counsel Inc. | 2,025 | $495.0K | 0.17% | +325+19.1% | Added |
| Archer Investment Corp | 2,025 | $494.6K | 0.20% | 00.0% | Unchanged |
| Accel Wealth Management | 2,008 | $490.0K | 0.32% | 00.0% | Unchanged |
| Alley Co LLC | 2,000 | $489.0K | 0.09% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 2,000 | $489.0K | 0.05% | +500+33.3% | Added |
| Fieldpoint Private Securities, LLC | 2,004 | $488.0K | 0.11% | +184+10.1% | Added |
| Focus Financial Network, Inc. | 1,991 | $486.3K | 0.06% | +23+1.2% | Added |
| Lakeview Capital Partners, LLC | 1,979 | $483.0K | 0.21% | +1,979 | New |
| Catalyst Private Wealth, LLC | 1,975 | $482.0K | 0.27% | −340−14.7% | Reduced |
| Heritage Wealth Management, LLC | 1,971 | $481.0K | 0.18% | +1,971 | New |
| DeDora Capital, Inc. | 1,963 | $480.0K | 0.21% | +9+0.5% | Added |
| 17 Capital Partners, LLC | 1,963 | $480.0K | 0.45% | +1,963 | New |
| Garner Asset Management Corp | 1,959 | $479.0K | 0.23% | −30−1.5% | Reduced |
| PNC Managed Account Solutions, Inc. | 1,956 | $478.0K | 0.09% | +1,956 | New |
| Silvercrest Asset Management Group LLC | 1,949 | $476.0K | 0.00% | +37+1.9% | Added |
| LBMC Investment Advisors, LLC | 1,947 | $476.0K | 0.05% | +51+2.7% | Added |
| Baldwin Brothers Inc | 1,942 | $474.0K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,936 | $473.0K | 0.03% | −20,645−91.4% | Reduced |
| Hyperion Capital Advisors LP | 1,934 | $472.0K | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,925 | $470.0K | 0.00% | −25−1.3% | Reduced |
| First National Bank of Hutchinson | 1,920 | $469.0K | 0.24% | −66−3.3% | Reduced |
| Bridgeway Capital Management, LLC | 1,900 | $464.0K | 0.01% | −8,300−81.4% | Reduced |
| Am Investment Strategies LLC | 1,888 | $461.0K | 0.12% | −193−9.3% | Reduced |
| Childress Capital Advisors, LLC | 1,889 | $461.0K | 0.21% | +249+15.2% | Added |
| Cutler Group LP | 1,884 | $460.0K | 0.03% | −56−2.9% | Reduced |
| Fort Sheridan Advisors LLC | 1,885 | $460.0K | 0.15% | +75+4.1% | Added |
| Magellan Asset Management Ltd | 1,880 | $459.0K | 0.00% | +45+2.5% | Added |
| Frisch Financial Group, Inc. | 1,857 | $453.0K | 0.14% | +145+8.5% | Added |
| XML Financial, LLC | 1,851 | $452.0K | 0.10% | −355−16.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,869 | $452.0K | 0.13% | +16+0.9% | Added |
| Corundum Group, Inc. | 1,848 | $451.0K | 0.30% | +1,848 | New |
| McDonald Partners LLC | 1,836 | $448.0K | 0.11% | +129+7.6% | Added |
| Pinnacle Bancorp, Inc. | 1,831 | $447.0K | 0.20% | −157−7.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,817 | $444.0K | 0.08% | −60−3.2% | Reduced |
| Truvestments Capital LLC | 1,815 | $443.0K | 0.24% | −200−9.9% | Reduced |
| Cardan Capital Partners, LLC | 1,812 | $443.0K | 0.05% | −100−5.2% | Reduced |
| GSB Wealth Management, LLC | 1,810 | $442.0K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,807 | $441.0K | 0.01% | +139+8.3% | Added |
| Parthenon LLC | 1,800 | $440.0K | 0.07% | −200−10.0% | Reduced |
| Cubic Asset Management, LLC | 1,800 | $440.0K | 0.11% | −100−5.3% | Reduced |
| Renasant Bank | 1,792 | $438.0K | 0.33% | −1,142−38.9% | Reduced |
| Magnus Financial Group LLC | 1,787 | $437.0K | 0.10% | −69−3.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,789 | $437.0K | 0.26% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,784 | $436.0K | 0.11% | −997−35.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,784 | $436.0K | 0.08% | +1,074+151.3% | Added |
| Independent Solutions Wealth Management, LLC | 1,778 | $434.3K | 0.11% | +686+62.8% | Added |
| Clare Market Investments LLC | 1,775 | $433.6K | 0.14% | +105+6.3% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $430.0K | 0.63% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,761 | $430.0K | 0.29% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,752 | $428.0K | 0.06% | +30+1.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,753 | $428.0K | 0.01% | +1,753 | New |
| Interchange Capital Partners, LLC | 1,728 | $422.0K | 0.65% | −140−7.5% | Reduced |
| Convergence Investment Partners, LLC | 1,720 | $420.0K | 0.18% | −89−4.9% | Reduced |
| CVA Family Office, LLC | 1,718 | $420.0K | 0.12% | +1,254+270.3% | Added |
| Twin Focus Capital Partners, LLC | 1,708 | $417.0K | 0.10% | +1,708 | New |
| Mattern Wealth Management LLC | 1,729 | $412.0K | 0.13% | −21−1.2% | Reduced |
| WBH Advisory Inc | 1,662 | $412.0K | 0.06% | −30−1.8% | Reduced |
| Geneos Wealth Management Inc. | 1,650 | $409.0K | 0.02% | −2,448−59.7% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $405.0K | 0.81% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $404.0K | 0.18% | −300−15.3% | Reduced |
| Dohj, LLC | 1,645 | $402.0K | 0.21% | −3−0.2% | Reduced |
| Rockland Trust Co | 1,632 | $399.0K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,628 | $398.0K | 0.22% | −25−1.5% | Reduced |
| Summit Financial, LLC | 1,626 | $397.2K | 0.04% | +1,626 | New |
| Weybosset Research & Management LLC | 1,625 | $397.0K | 0.16% | +150+10.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,618 | $395.0K | 0.24% | −49−2.9% | Reduced |
| JNBA Financial Advisors | 1,613 | $394.0K | 0.05% | +175+12.2% | Added |
| True North Advisors, LLC | 1,609 | $393.0K | 0.08% | +100+6.6% | Added |
| RSM US Wealth Management LLC | 1,608 | $393.0K | 0.02% | +466+40.8% | Added |
| Summit X, LLC | 1,603 | $392.0K | 0.10% | +2+0.1% | Added |
| PDS Planning, Inc | 1,604 | $392.0K | 0.10% | +310+24.0% | Added |
| Waters Parkerson & Co., LLC | 1,605 | $392.0K | 0.02% | +364+29.3% | Added |
| Kavar Capital Partners Group, LLC | 1,599 | $391.0K | 0.09% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,601 | $391.0K | 0.00% | +1,601 | New |