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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 1,176 | $298.0K | 0.12% | +3+0.3% | Added |
| Security National Bank of Sioux City Iowa | 1,221 | $298.0K | 0.23% | +1,221 | New |
| Private Capital Group, LLC | 1,217 | $297.0K | 0.07% | −94−7.2% | Reduced |
| Naples Global Advisors, LLC | 1,215 | $297.0K | 0.04% | −50−4.0% | Reduced |
| Peddock Capital Advisors, LLC | 1,229 | $297.0K | 0.10% | 00.0% | Unchanged |
| Terry L. Blaker | 1,211 | $296.0K | 0.02% | −113−8.5% | Reduced |
| AllSquare Wealth Management LLC | 1,208 | $295.0K | 0.17% | +15+1.3% | Added |
| Morris Retirement Advisors, LLC | 1,207 | $295.0K | 0.25% | +83+7.4% | Added |
| Rock Creek Group, LP | 1,208 | $295.0K | 0.04% | +693+134.6% | Added |
| Princeton Capital Management LLC | 1,204 | $294.0K | 0.09% | −1,425−54.2% | Reduced |
| JSF Financial, LLC | 1,199 | $293.0K | 0.17% | −280−18.9% | Reduced |
| Eidelman Virant Capital | 1,198 | $292.0K | 0.11% | −2,850−70.4% | Reduced |
| Treybourne Wealth Planners, Inc. | 1,194 | $292.0K | 0.18% | +13+1.1% | Added |
| Wealth Architects, LLC | 1,195 | $292.0K | 0.06% | +1,195 | New |
| Balentine LLC | 1,190 | $291.0K | 0.01% | −612−34.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,189 | $290.0K | 0.19% | −6−0.5% | Reduced |
| Quantinno Capital Management LP | 1,188 | $290.0K | 0.33% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,364 | $289.0K | 0.17% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 1,180 | $288.0K | 0.13% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,178 | $288.0K | 0.35% | +607+106.3% | Added |
| Forte Capital LLC | 1,176 | $287.0K | 0.04% | −26−2.2% | Reduced |
| United Asset Strategies, Inc. | 1,173 | $287.0K | 0.04% | −15−1.3% | Reduced |
| NewEdge Wealth, LLC | 1,171 | $286.0K | 0.02% | −27,184−95.9% | Reduced |
| Foundry Partners, LLC | 1,172 | $286.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,165 | $285.0K | 0.02% | −100−7.9% | Reduced |
| HCR Wealth Advisors | 1,163 | $284.0K | 0.05% | +44+3.9% | Added |
| Poehling Capital Management, LLC | 1,163 | $284.0K | 0.09% | +50+4.5% | Added |
| Kings Point Capital Management | 1,157 | $283.0K | 0.03% | +102+9.7% | Added |
| Orrstown Financial Services Inc | 1,152 | $282.0K | 0.41% | −366−24.1% | Reduced |
| WealthPLAN Partners, LLC | 1,162 | $282.0K | 0.02% | +15+1.3% | Added |
| Capital Advisors Inc | 1,150 | $281.0K | 0.01% | +1,150 | New |
| Cordasco Financial Network | 1,139 | $278.0K | 0.19% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,140 | $278.0K | 0.04% | +5+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,137 | $278.0K | 0.18% | +55+5.1% | Added |
| Busey Wealth Management | 1,130 | $276.0K | 0.01% | −152−11.9% | Reduced |
| Tufton Capital Management | 1,125 | $274.0K | 0.05% | +65+6.1% | Added |
| Triton Wealth Management, PLLC | 1,080 | $272.0K | 0.16% | −132−10.9% | Reduced |
| Clarity Wealth Advisors, LLC | 1,117 | $272.0K | 0.14% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,275 | $272.0K | 0.14% | +1,275 | New |
| Circle Wealth Management, LLC | 1,109 | $271.0K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,108 | $271.0K | 0.05% | +1,108 | New |
| Jackson Creek Investment Advisors LLC | 1,110 | $271.0K | 0.10% | +1,110 | New |
| Epiq Partners, LLC | 1,107 | $270.0K | 0.14% | −24−2.1% | Reduced |
| Boyd Watterson Asset Management LLC | 1,100 | $269.0K | 0.11% | −730−39.9% | Reduced |
| Woodmont Investment Counsel LLC | 1,100 | $269.0K | 0.04% | +100+10.0% | Added |
| Doliver Advisors, LP | 1,102 | $269.0K | 0.09% | +1,102 | New |
| Janney Capital Management LLC | 1,099 | $268.0K | 0.02% | +13+1.2% | Added |
| Gainplan LLC | 1,192 | $267.0K | 0.11% | −297−19.9% | Reduced |
| Blueprint Investment Partners LLC | 1,092 | $267.0K | 0.21% | +1,092 | New |
| MJP Associates Inc | 1,089 | $266.0K | 0.09% | −86−7.3% | Reduced |
| SPC Financial, Inc. | 1,084 | $265.0K | 0.03% | −107−9.0% | Reduced |
| Hillman Capital Management, Inc. | 1,085 | $265.0K | 0.10% | +1,085 | New |
| Capitolis Advisors LLC | 1,080 | $264.0K | 0.00% | −157,195−99.3% | Reduced |
| Smith, Moore & Co. | 1,081 | $264.0K | 0.04% | −50−4.4% | Reduced |
| Strategy Asset Managers LLC | 1,081 | $264.0K | 0.06% | −18−1.6% | Reduced |
| LVW Advisors, LLC | 1,081 | $264.0K | 0.05% | 00.0% | Unchanged |
| Grace Capital | 1,078 | $263.0K | 0.18% | +1,078 | New |
| Clear Street Markets LLC | 1,078 | $263.0K | 0.06% | +1,078 | New |
| Gilman Hill Asset Management, LLC | 1,072 | $262.0K | 0.07% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,072 | $261.9K | 0.13% | +1,072 | New |
| Tuttle Tactical Management | 1,070 | $261.0K | 0.12% | −1,602−60.0% | Reduced |
| Abacus Planning Group, Inc. | 1,070 | $261.0K | 0.08% | +109+11.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $260.0K | 0.08% | −70−6.2% | Reduced |
| Lantz Financial LLC | 1,063 | $260.0K | 0.13% | +2+0.2% | Added |
| Emfo, LLC | 1,061 | $259.0K | 0.23% | +1,061 | New |
| PAX Financial Group, LLC | 1,057 | $258.0K | 0.07% | −183−14.8% | Reduced |
| Salvus Wealth Management, LLC | 1,054 | $258.0K | 0.22% | +1,054 | New |
| PFG Advisors | 1,052 | $257.0K | 0.03% | +58+5.8% | Added |
| Financial Network Wealth Management LLC | 1,046 | $256.0K | 0.15% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,046 | $256.0K | 0.02% | +119+12.8% | Added |
| SlateStone Wealth, LLC | 1,048 | $256.0K | 0.06% | +1,048 | New |
| KC Investment Advisors, LLC | 1,038 | $254.0K | 0.20% | −667−39.1% | Reduced |
| Concord Wealth Partners | 1,039 | $254.0K | 0.07% | −18−1.7% | Reduced |
| Meitav Dash Investments Ltd | 1,039 | $254.0K | 0.01% | −7−0.7% | Reduced |
| Axiom Investment Management LLC | 1,037 | $254.0K | 0.20% | +1,037 | New |
| Nicholas Hoffman & Company, LLC. | 1,040 | $254.0K | 0.05% | +1,040 | New |
| FinTrust Capital Advisors, LLC | 1,025 | $250.0K | 0.07% | −25−2.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,025 | $250.0K | 0.12% | 00.0% | Unchanged |
| Benin Management CORP | 1,025 | $250.0K | 0.08% | +1,025 | New |
| Close Asset Management Ltd | 1,018 | $249.0K | 0.01% | −980−49.0% | Reduced |
| Financial Advisors Network, Inc. | 1,010 | $247.0K | 0.07% | +5+0.5% | Added |
| Soltis Investment Advisors LLC | 1,012 | $247.0K | 0.04% | +29+3.0% | Added |
| Thompson Investment Management, Inc. | 1,006 | $246.0K | 0.04% | +3+0.3% | Added |
| Sage Mountain Advisors LLC | 1,007 | $246.0K | 0.04% | +1,007 | New |
| RFG Advisory, LLC | 1,001 | $245.0K | 0.02% | −107−9.7% | Reduced |
| Hexagon Capital Partners LLC | 1,004 | $245.0K | 0.07% | +205+25.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $244.0K | 0.02% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 1,000 | $244.0K | 0.28% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 999 | $244.0K | 0.02% | −1−0.1% | Reduced |
| Arbor Investment Advisors, LLC | 1,000 | $244.0K | 0.05% | 00.0% | Unchanged |
| First Growth Investment Manager LP | 1,000 | $244.0K | 0.16% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 1,000 | $244.0K | 0.06% | +1,000 | New |
| Chelsea Counsel Co | 994 | $243.0K | 0.11% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 995 | $243.0K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 992 | $242.0K | 0.05% | −85−7.9% | Reduced |
| GFS Advisors, LLC | 987 | $241.0K | 0.05% | 00.0% | Unchanged |
| Cadence Bank NA | 987 | $241.0K | 0.07% | +39+4.1% | Added |
| NinePointTwo Capital | 988 | $241.0K | 0.08% | +988 | New |
| Yorktown Management & Research Co Inc | 980 | $239.0K | 0.19% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 975 | $238.0K | 0.13% | +975 | New |