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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 1,595 | $390.0K | 0.13% | −55−3.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,595 | $390.0K | 0.27% | +149+10.3% | Added |
| Cobblestone Capital Advisors LLC | 1,575 | $385.0K | 0.03% | −57−3.5% | Reduced |
| Carret Asset Management, LLC | 1,575 | $385.0K | 0.05% | +1,575 | New |
| Heritage Wealth Advisors | 1,568 | $383.0K | 0.02% | −235−13.0% | Reduced |
| CoreFirst Bank & Trust | 1,569 | $383.0K | 0.26% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,561 | $382.0K | 0.02% | −7−0.4% | Reduced |
| Secure Asset Management, LLC | 1,558 | $381.0K | 0.19% | +564+56.7% | Added |
| First Citizens Bank & Trust Co | 1,557 | $380.0K | 0.02% | −279−15.2% | Reduced |
| Meridian Financial Partners LLC | 1,584 | $380.0K | 0.26% | +320+25.3% | Added |
| Avidian Wealth Solutions, LLC | 1,555 | $380.0K | 0.03% | +237+18.0% | Added |
| CNB Bank | 1,547 | $378.0K | 0.24% | +2+0.1% | Added |
| Chicago Trust Co NA | 1,549 | $378.0K | 0.09% | +1,549 | New |
| Waypoint Wealth Partners Inc. | 1,545 | $377.0K | 0.15% | −1,502−49.3% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $377.0K | 0.27% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,545 | $377.0K | 0.10% | +211+15.8% | Added |
| Warren Averett Asset Management, LLC | 1,498 | $377.0K | 0.03% | +554+58.7% | Added |
| Cottage Street Advisors LLC | 1,539 | $376.0K | 0.22% | +550+55.6% | Added |
| Credential Qtrade Securities Inc. | 1,534 | $374.7K | 0.03% | +173+12.7% | Added |
| Appleton Partners Inc | 1,526 | $373.0K | 0.03% | −272−15.1% | Reduced |
| MACRO Consulting Group | 1,524 | $372.0K | 0.19% | +51+3.5% | Added |
| 1776 Wealth LLC | 1,523 | $372.0K | 0.21% | +100+7.0% | Added |
| Private Portfolio Partners LLC | 1,520 | $371.3K | 0.11% | −25−1.6% | Reduced |
| Mengis Capital Management, Inc. | 1,521 | $371.0K | 0.08% | −90−5.6% | Reduced |
| North Star Investment Management Corp. | 1,514 | $370.0K | 0.03% | +680+81.5% | Added |
| Neo Ivy Capital Management | 1,510 | $369.0K | 0.37% | −39−2.5% | Reduced |
| TCI Wealth Advisors, Inc. | 1,503 | $367.0K | 0.06% | +52+3.6% | Added |
| Notis-McConarty Edward | 1,500 | $366.0K | 0.14% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,500 | $366.0K | 0.07% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,495 | $365.0K | 0.03% | +22+1.5% | Added |
| First American Trust, FSB | 1,490 | $364.0K | 0.06% | +1,490 | New |
| Wedge Capital Management L L P | 1,482 | $362.0K | 0.00% | +1,482 | New |
| Cypress Capital Management LLC (WY) | 1,472 | $360.0K | 0.28% | −91−5.8% | Reduced |
| Delta Financial Advisors LLC | 1,473 | $360.0K | 0.16% | +416+39.4% | Added |
| Oakworth Capital, Inc. | 1,466 | $358.0K | 0.04% | +43+3.0% | Added |
| Northeast Investment Management | 1,464 | $358.0K | 0.02% | +50+3.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,464 | $358.0K | 0.02% | +138+10.4% | Added |
| Opal Wealth Advisors, LLC | 1,464 | $358.0K | 0.33% | +252+20.8% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,458 | $356.0K | 0.04% | −1,034−41.5% | Reduced |
| Good Life Advisors, LLC | 1,456 | $356.0K | 0.07% | −488−25.1% | Reduced |
| Quad-Cities Investment Group, LLC | 1,452 | $355.0K | 0.24% | −5−0.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,448 | $354.0K | 0.26% | +1,448 | New |
| David Loasby | 1,439 | $352.0K | 0.05% | +393+37.6% | Added |
| Boston Trust Walden Corp | 1,437 | $351.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,434 | $350.0K | 0.28% | −413−22.4% | Reduced |
| LexAurum Advisors, LLC | 1,429 | $349.0K | 0.10% | −100−6.5% | Reduced |
| One + One Wealth Management, LLC | 1,429 | $349.0K | 0.24% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,429 | $349.0K | 0.03% | +125+9.6% | Added |
| Coastline Trust Co | 1,420 | $347.0K | 0.04% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,422 | $347.0K | 0.38% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,414 | $345.0K | 0.08% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,408 | $344.0K | 0.06% | +4+0.3% | Added |
| CX Institutional | 1,403 | $343.0K | 0.03% | −6,857−83.0% | Reduced |
| Alpha Omega Group, Inc. | 1,402 | $342.0K | 0.36% | +402+40.2% | Added |
| Natixis Investment Managers International | 1,396 | $341.0K | 0.02% | −37−2.6% | Reduced |
| Okabena Investment Services Inc | 1,394 | $341.0K | 0.16% | +1,394 | New |
| Everhart Financial Group, Inc. | 1,392 | $340.0K | 0.23% | +1,392 | New |
| Beacon Financial Advisory LLC | 1,385 | $338.0K | 0.18% | +10+0.7% | Added |
| Galvin, Gaustad & Stein, LLC | 1,382 | $338.0K | 0.03% | +63+4.8% | Added |
| Connecticut Wealth Management, LLC | 1,378 | $337.0K | 0.03% | −562−29.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,377 | $336.0K | 0.10% | +81+6.3% | Added |
| Waddell & Associates, LLC | 1,374 | $336.0K | 0.06% | +1,374 | New |
| Formidable Asset Management, LLC | 1,396 | $335.0K | 0.07% | −25−1.8% | Reduced |
| Somerset Group LLC | 1,360 | $332.0K | 0.24% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,358 | $332.0K | 0.08% | +374+38.0% | Added |
| Weik Capital Management | 1,355 | $331.0K | 0.13% | +1,355 | New |
| KWB Wealth | 1,559 | $330.0K | 0.06% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,347 | $329.0K | 0.06% | +73+5.7% | Added |
| Redwood Investment Management, LLC | 1,342 | $328.0K | 0.05% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 1,340 | $327.0K | 1.70% | −16,827−92.6% | Reduced |
| Bingham Osborn & Scarborough LLC | 1,337 | $327.0K | 0.02% | +1,337 | New |
| Valley National Advisers Inc | 1,334 | $326.0K | 0.06% | −5−0.4% | Reduced |
| Retirement Income Solutions, Inc | 1,330 | $325.0K | 0.11% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,331 | $325.0K | 0.19% | −2−0.2% | Reduced |
| Arvest Bank Trust Division | 1,322 | $323.0K | 0.02% | +1,322 | New |
| Wealthspire Advisors, LLC | 1,317 | $322.0K | 0.01% | −28,127−95.5% | Reduced |
| Consolidated Capital Management, LLC | 1,317 | $322.0K | 0.15% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,319 | $322.0K | 0.07% | +121+10.1% | Added |
| Ford Financial Group, LLC | 1,318 | $321.0K | 0.12% | 00.0% | Unchanged |
| Ledyard National Bank | 1,314 | $321.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,314 | $321.0K | 0.15% | +17+1.3% | Added |
| Grandfield & Dodd, LLC | 1,311 | $320.0K | 0.02% | +2+0.2% | Added |
| Baker Avenue Asset Management, LP | 1,306 | $319.0K | 0.02% | −12−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 1,305 | $318.0K | 0.17% | +7+0.5% | Added |
| Machina Capital S.A.S. | 1,291 | $315.0K | 0.53% | +1,291 | New |
| Pekin Hardy Strauss, Inc. | 1,285 | $314.0K | 0.04% | 00.0% | Unchanged |
| Holderness Investments Co | 1,284 | $314.0K | 0.10% | +10+0.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,269 | $310.0K | 0.06% | +68+5.7% | Added |
| Roberts Glore & Co Inc | 1,266 | $309.0K | 0.09% | −4−0.3% | Reduced |
| Nichols & Pratt Advisers LLP | 1,265 | $309.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 1,250 | $308.0K | 0.06% | +1,250 | New |
| NFJ Investment Group, LLC | 1,258 | $307.0K | 0.01% | +1,256+62,800.0% | Added |
| Keebeck Wealth Management, LLC | 1,247 | $305.0K | 0.04% | +268+27.4% | Added |
| Griffin Asset Management, Inc. | 1,244 | $304.0K | 0.04% | −90−6.7% | Reduced |
| Main Street Research LLC | 1,243 | $304.0K | 0.02% | −66−5.0% | Reduced |
| Bridgewater Associates, LP | 1,240 | $303.0K | 0.00% | +1,240 | New |
| Capital Wealth Planning, LLC | 1,234 | $301.0K | 0.01% | −9−0.7% | Reduced |
| Resource Management, LLC | 1,227 | $300.0K | 0.03% | −770−38.6% | Reduced |
| Leavell Investment Management, Inc. | 1,417 | $300.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,229 | $300.0K | 0.03% | 00.0% | Unchanged |