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 |
|---|---|---|---|---|---|
| Prentice Wealth Management LLC | 562 | $137.0K | 0.07% | +350+165.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 545 | $133.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 542 | $132.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 541 | $132.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 541 | $132.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 537 | $131.2K | 0.05% | +537 | New |
| Hudock, Inc. | 537 | $131.0K | 0.04% | −100−15.7% | Reduced |
| Blue Chip Partners, Inc. | 530 | $129.0K | 0.02% | 00.0% | Unchanged |
| GVO Asset Management Ltd | 503 | $123.0K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 500 | $122.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $122.0K | 0.01% | +200+66.7% | Added |
| Johnson Financial Group, Inc. | 496 | $121.0K | 0.01% | −51−9.3% | Reduced |
| Crewe Advisors LLC | 483 | $118.0K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 387 | $117.0K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 470 | $115.0K | 0.04% | −15,539−97.1% | Reduced |
| Hanson & Doremus Investment Management | 450 | $113.0K | 0.03% | −15−3.2% | Reduced |
| Community Bank, N.A. | 454 | $111.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 445 | $109.0K | 0.11% | −903−67.0% | Reduced |
| Manchester Capital Management LLC | 447 | $109.0K | 0.02% | −78−14.9% | Reduced |
| Hillsdale Investment Management Inc. | 440 | $107.0K | 0.01% | +50+12.8% | Added |
| Parisi Gray Wealth Management | 435 | $106.0K | 0.04% | +435 | New |
| Cohen & Steers, Inc. | 430 | $105.0K | 0.00% | +35+8.9% | Added |
| Eagle Bay Advisors LLC | 409 | $103.0K | 0.08% | +409 | New |
| Earnest Partners LLC | 419 | $102.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 415 | $101.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $100.2K | 0.12% | 00.0% | Unchanged |
| Clean Yield Group | 405 | $99.0K | 0.04% | +405 | New |
| BerganKDV Wealth Management, LLC | 400 | $98.0K | 0.01% | +100+33.3% | Added |
| Capital Directions Investment Advisors, LLC | 403 | $98.0K | 0.03% | +403 | New |
| KB Financial Partners, LLC | 399 | $97.0K | 0.04% | −34−7.9% | Reduced |
| Ironwood Financial, llc | 389 | $95.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 388 | $95.0K | 0.02% | +268+223.3% | Added |
| Enterprise Financial Services Corp | 382 | $94.0K | 0.02% | −52−12.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 380 | $93.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 377 | $92.0K | 0.00% | +79+26.5% | Added |
| Fortis Advisors, LLC | 373 | $91.0K | 0.05% | +373 | New |
| tru Independence LLC | 370 | $90.0K | 0.03% | +370 | New |
| Assetmark, Inc | 364 | $89.0K | 0.00% | +37+11.3% | Added |
| Savior LLC | 354 | $86.0K | 0.07% | −53−13.0% | Reduced |
| McIlrath & Eck, LLC | 350 | $85.0K | 0.03% | −29−7.7% | Reduced |
| Better Money Decisions, LLC | 346 | $85.0K | 0.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 338 | $83.0K | 0.00% | −15−4.2% | Reduced |
| Burleson & Company, LLC | 334 | $82.0K | 0.01% | +32+10.6% | Added |
| Emerald Advisers, LLC | 335 | $82.0K | 0.00% | +335 | New |
| Bollard Group LLC | 330 | $81.0K | 0.00% | 00.0% | Unchanged |
| QVR LLC | 326 | $80.0K | 0.20% | +32+10.9% | Added |
| Summit Wealth Group, LLC | 318 | $78.0K | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 319 | $77.9K | 0.03% | −68−17.6% | Reduced |
| Portland Hill Asset Management Ltd | 311 | $76.0K | 0.04% | 00.0% | Unchanged |
| Estate Counselors, LLC | 308 | $75.0K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 304 | $74.0K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $73.0K | 0.00% | −3,300−91.7% | Reduced |
| Country Trust Bank | 300 | $73.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $73.0K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 300 | $73.0K | 0.05% | +300 | New |
| Perkins Coie Trust Co | 287 | $70.0K | 0.02% | −40−12.2% | Reduced |
| Stonebridge Capital Advisors LLC | 283 | $69.0K | 0.01% | −79−21.8% | Reduced |
| Investors Research Corp | 271 | $66.0K | 0.02% | 00.0% | Unchanged |
| Truehand, Inc | 268 | $65.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 256 | $63.0K | 0.04% | +256 | New |
| Itau Unibanco Holding S.A. | 254 | $62.0K | 0.00% | −7,307−96.6% | Reduced |
| Sound Income Strategies, LLC | 252 | $62.0K | 0.01% | −561−69.0% | Reduced |
| Hartford Financial Management Inc. | 255 | $62.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 250 | $61.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 247 | $60.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 247 | $60.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 234 | $57.0K | 0.01% | +25+12.0% | Added |
| Sittner & Nelson, LLC | 230 | $56.0K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 231 | $56.0K | 0.04% | +60+35.1% | Added |
| Resolute Partners Group | 228 | $56.0K | 0.01% | +99+76.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 230 | $56.0K | 0.42% | +230 | New |
| City Holding Co | 226 | $55.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 226 | $55.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 217 | $53.0K | 0.04% | +14+6.9% | Added |
| Ten Capital Wealth Advisors, LLC | 217 | $53.0K | 0.01% | +30+16.0% | Added |
| HBC Financial Services, PLLC | 210 | $49.0K | 0.03% | −10−4.5% | Reduced |
| Aspire Private Capital, LLC | 200 | $49.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 195 | $48.0K | 0.04% | −9−4.4% | Reduced |
| Personal Wealth Partners | 195 | $48.0K | 0.02% | +195 | New |
| Altshuler Shaham Ltd | 323 | $45.0K | 0.00% | +323 | New |
| Tortoise Investment Management, LLC | 179 | $44.0K | 0.01% | +129+258.0% | Added |
| Canton Hathaway, LLC | 176 | $43.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 174 | $43.0K | 0.03% | +174 | New |
| Trust Co | 171 | $42.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 165 | $40.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 162 | $40.0K | 0.01% | −1,117−87.3% | Reduced |
| Clearview Wealth Advisors LLC | 162 | $40.0K | 0.02% | −8−4.7% | Reduced |
| Charter Oak Capital Management, LLC | 165 | $40.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 163 | $40.0K | 0.01% | +43+35.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 160 | $39.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 155 | $38.0K | 0.00% | −36−18.8% | Reduced |
| Flagship Private Wealth, LLC | 149 | $37.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 147 | $36.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 146 | $36.0K | 0.02% | +146 | New |
| Raffa Wealth Management, LLC | 145 | $35.4K | 0.01% | −740−83.6% | Reduced |
| Pacific Center for Financial Services | 144 | $35.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 145 | $35.0K | 0.01% | +33+29.5% | Added |
| Private Ocean, LLC | 136 | $33.0K | 0.00% | −344−71.7% | Reduced |
| Larson Financial Group LLC | 137 | $33.0K | 0.01% | −72−34.4% | Reduced |