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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| First Bank & Trust | 130 | $32.0K | 0.02% | −259−66.6% | Reduced |
| Bellevue Asset Management, LLC | 132 | $32.0K | 0.02% | −2−1.5% | Reduced |
| HC Financial Advisors Inc | 132 | $32.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 129 | $32.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 130 | $32.0K | 0.01% | +130 | New |
| Atlas Private Wealth Advisors | 127 | $31.0K | 0.02% | +68+115.3% | Added |
| MBM Wealth Consultants, LLC | 118 | $29.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 114 | $28.0K | 0.02% | +100+714.3% | Added |
| JFS Wealth Advisors, LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 110 | $27.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $27.0K | 0.01% | +61+122.0% | Added |
| Twin Lakes Capital Management, LLC | 108 | $26.0K | 0.01% | −340−75.9% | Reduced |
| Evolution Wealth Advisors, LLC | 107 | $26.0K | 0.01% | −117−52.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 108 | $26.0K | 0.01% | +32+42.1% | Added |
| Estabrook Capital Management | 100 | $24.4K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 98 | $24.0K | 0.01% | +1+1.0% | Added |
| Financial Management Professionals, Inc. | 99 | $24.0K | 0.01% | +8+8.8% | Added |
| Paragon Wealth Strategies, LLC | 98 | $24.0K | 0.01% | +98 | New |
| Tucker Asset Management LLC | 95 | $23.2K | 0.01% | +93+4,650.0% | Added |
| Stuart Chaussee & Associates, Inc. | 91 | $22.0K | 0.01% | −19−17.3% | Reduced |
| Crescent Capital Consulting, LLC | 92 | $22.0K | 0.00% | +19+26.0% | Added |
| Stephenson National Bank & Trust | 88 | $21.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 84 | $21.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 86 | $21.0K | 0.01% | +25+41.0% | Added |
| Avondale Wealth Management | 80 | $20.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 80 | $20.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 77 | $19.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 72 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 70 | $17.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 69 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $15.0K | 0.00% | −20−25.0% | Reduced |
| Arcadia Investment Management Corp | 60 | $15.0K | 0.00% | +43+252.9% | Added |
| Carolina Wealth Advisors, LLC | 58 | $14.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 50 | $12.0K | 0.00% | −58,917−99.9% | Reduced |
| Vectors Research Management, LLC | 45 | $11.0K | 0.00% | +45 | New |
| American Research & Management Co. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 40 | $10.0K | 0.00% | +40 | New |
| Delos Wealth Advisors, LLC | 39 | $10.0K | 0.01% | +39 | New |
| Roble, Belko & Company, Inc | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 28 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $5.63K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 22 | $5.00K | 0.00% | −29−56.9% | Reduced |
| Financial Enhancement Group LLC | 19 | $5.00K | 0.00% | −10−34.5% | Reduced |
| IAG Wealth Partners, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 19 | $5.00K | 0.00% | +19 | New |
| James Investment Research Inc | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | +15 | New |
| FormulaFolio Investments, LLC | 12 | $3.00K | 0.00% | – | – |
| Joseph P. Lucia & Associates, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6 | $1.00K | 0.00% | +6 | New |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Kelly Financial Services LLC | 9,527 | $39 | 0.00% | +9,360+5,604.8% | Added |
| Providence Capital Advisors, LLC | 1 | $0 | 0.00% | −160−99.4% | Reduced |
| Westside Investment Management, Inc. | 1,400 | – | – | +20+1.4% | Added |
| Litman Gregory Asset Management LLC | 474 | – | – | +474 | New |
| SB Management Ltd | 0 | $0 | 0.00% | −1,816,709−100.0% | Sold out |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 0 | $0 | 0.00% | −1,454,989−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −393,703−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −385,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −170,364−100.0% | Sold out |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −164,622−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −145,220−100.0% | Sold out |
| Anglepoint Asset Management, Ltd. | 0 | $0 | 0.00% | −129,400−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −128,000−100.0% | Sold out |
| Cypress Funds LLC | 0 | $0 | 0.00% | −91,416−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Hunt Lane Capital LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −53,604−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −25,706−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −25,558−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,677−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −16,068−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −15,497−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −14,925−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −14,768−100.0% | Sold out |
| Blue Pool Management Ltd. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −13,713−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −13,238−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,136−100.0% | Sold out |