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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.

Institutional holdersQ2 2021: 2,071 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ2 2021: $178.1B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2021.

Institutions holding CRM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Little House Capital LLC0$00.00%−10,098−100.0%Sold out
CMT Capital Markets Trading GmbH0$00.00%−9,500−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−9,158−100.0%Sold out
Ferris Capital, LLC0$00.00%−8,729−100.0%Sold out
Virtu Financial LLC0$00.00%−8,108−100.0%Sold out
Providence First Trust Co0$00.00%−7,656−100.0%Sold out
McKinley Capital Management LLC /Delaware0$00.00%−7,572−100.0%Sold out
New England Research & Management, Inc.0$00.00%−6,500−100.0%Sold out
Fulcrum Asset Management LLP0$00.00%–Sold out
M Holdings Securities, Inc.0$00.00%−5,898−100.0%Sold out
SWS Partners0$00.00%−5,837−100.0%Sold out
Spouting Rock Asset Management, LLC0$00.00%−5,836−100.0%Sold out
Capital Bank & Trust Co0$00.00%−5,300−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−5,139−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−5,116−100.0%Sold out
Hourglass Capital, LLC0$00.00%−5,000−100.0%Sold out
SG3 Management, LLC0$00.00%−5,000−100.0%Sold out
Western Financial Corporation0$00.00%−4,512−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,374−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−4,177−100.0%Sold out
South Shore Capital Advisors0$00.00%−3,468−100.0%Sold out
Van Leeuwen & Company, LLC0$00.00%−3,100−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−3,000−100.0%Sold out
Wealthgate Family Office, LLC0$00.00%−2,623−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−2,400−100.0%Sold out
Baxter Bros Inc0$00.00%−2,392−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−2,350−100.0%Sold out
G&S Capital LLC0$00.00%−2,289−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,193−100.0%Sold out
Drexel Morgan & Co.0$00.00%−2,075−100.0%Sold out
BW Gestao de Investimentos Ltda.0$00.00%−2,000−100.0%Sold out
First Quadrant L P0$00.00%−1,974−100.0%Sold out
Crestline Management, LP0$00.00%−1,900−100.0%Sold out
Palisade Capital Management LLC0$00.00%−1,850−100.0%Sold out
Vicus Capital0$00.00%−1,745−100.0%Sold out
Bulltick Wealth Management, LLC0$00.00%−1,458−100.0%Sold out
Capital Advantage, Inc.0$00.00%−1,432−100.0%Sold out
Onyx Bridge Wealth Group LLC0$00.00%−1,344−100.0%Sold out
qPULA Trading Management LP0$00.00%−1,336−100.0%Sold out
DF Dent & Co Inc0$00.00%−1,259−100.0%Sold out
DCF Advisers, LLC0$00.00%−1,250−100.0%Sold out
Security National Bank of So Dak0$00.00%−1,110−100.0%Sold out
LVZ Advisors, Inc.0$00.00%−1,103−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−1,065−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−1,064−100.0%Sold out
Credit Capital Investments LLC0$00.00%−1,043−100.0%Sold out
F/M Investments LLC0$00.00%−1,011−100.0%Sold out
Compass Capital Management, Inc0$00.00%−1,000−100.0%Sold out
United Bank0$00.00%−1,000−100.0%Sold out
Sassicaia Capital Advisers LLC0$00.00%−1,000−100.0%Sold out
Intercontinental Wealth Advisors, LLC0$00.00%−999−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−967−100.0%Sold out
Tfo-TDC, LLC0$00.00%−890−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−881−100.0%Sold out
Grant Street Asset Management, Inc.0$00.00%−808−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−795−100.0%Sold out
Sun Life Financial INC0$00.00%−554−100.0%Sold out
RWM Asset Management, LLC0$00.00%−537−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−467−100.0%Sold out
Q Capital Solutions0$00.00%−350−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−337−100.0%Sold out
Manchester Financial Inc0$00.00%−311−100.0%Sold out
Regal Wealth Group, Inc.0$00.00%−243−100.0%Sold out
Certified Advisory Corp0$00.00%−216−100.0%Sold out
Abundance Wealth Counselors0$00.00%−200−100.0%Sold out
Brand Asset Management Group, Inc.0$00.00%−192−100.0%Sold out
Elkhorn Partners Limited Partnership0$00.00%−170−100.0%Sold out
Sage Financial Management Group, Inc.0$00.00%−150−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−146−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−139−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−104−100.0%Sold out
Spectrum Management Group, LLC0$00.00%−99−100.0%Sold out
Black Swift Group, LLC0$00.00%−53−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−54−100.0%Sold out
Barnett & Company, Inc.0$00.00%−25−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−18−100.0%Sold out
Macroview Investment Management LLC0$00.00%−17−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Waddell & Reed Financial Inc––––Not filed
Bokf, NA––––Not filed
Pillar Pacific Capital Management LLC––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
E Fund Management Co., Ltd.––––Not filed
TCF National Bank––––Not filed
Cordatus Wealth Management LLC––––Not filed
Union Bancaire Privee Asset Management LLC––––Not filed
First Interstate Bank––––Not filed
Lighthouse Financial Advisors, Inc.––––Not filed
Kaizen Financial Strategies––––Not filed
Alterity Financial Group, LLC––––Not filed
Rikoon Group, LLC––––Not filed
Employers Holdings, Inc.––––Not filed
WealthStone, Inc.––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
Israel Discount Bank of New York––––Not filed
Shorepoint Capital Partners LLC––––Not filed
Money Concepts Capital Corp––––Not filed
First National Bank––––Not filed
North American Management Corp––––Not filed
Pathway Financial Advisors LLC––––Not filed