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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 280,433 | $68.5M | 1.36% | +170,877+156.0% | Added |
| Assenagon Asset Management S.A. | 279,798 | $68.3M | 0.29% | +16,708+6.4% | Added |
| Valiant Capital Management, L.P. | 277,700 | $67.8M | 5.69% | −43,500−13.5% | Reduced |
| Tesco Pension Investment Ltd | 274,619 | $67.1M | 1.19% | +22,040+8.7% | Added |
| Victory Capital Management Inc | 269,150 | $65.7M | 0.06% | −54,346−16.8% | Reduced |
| State of Tennessee, Treasury Department | 266,975 | $65.2M | 0.25% | +16,091+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 266,871 | $65.2M | 0.60% | +9,747+3.8% | Added |
| Prio Wealth Limited Partnership | 263,722 | $64.4M | 2.17% | −6,898−2.5% | Reduced |
| Phoenix Holdings Ltd. | 262,978 | $64.2M | 1.25% | +1,011+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 262,797 | $64.2M | 0.59% | −12,300−4.5% | Reduced |
| Bartlett & Co. LLC | 261,864 | $64.0M | 1.22% | +7,904+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 261,864 | $64.0M | 1.22% | +7,904+3.1% | Added |
| Rheos Capital Works Inc. | 259,300 | $63.3M | 3.20% | +25,000+10.7% | Added |
| Arizona State Retirement System | 257,127 | $62.8M | 0.51% | +685+0.3% | Added |
| Citadel Advisors LLC | 256,179 | $62.6M | 0.06% | −166,008−39.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 250,847 | $61.3M | 0.34% | −26,525−9.6% | Reduced |
| FDx Advisors, Inc. | 248,679 | $60.7M | 2.02% | +11,121+4.7% | Added |
| Amalgamated Bank | 247,492 | $60.5M | 0.48% | +193,535+358.7% | Added |
| Nellore Capital Management LLC | 247,386 | $60.4M | 19.16% | +67,500+37.5% | Added |
| Skye Global Management LP | 247,000 | $60.3M | 1.09% | +95,000+62.5% | Added |
| Tran Capital Management, L.P. | 245,082 | $59.9M | 4.94% | +12,348+5.3% | Added |
| Gateway Investment Advisers LLC | 244,642 | $59.8M | 0.61% | +15,977+7.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 244,173 | $59.6M | 0.37% | −16,401−6.3% | Reduced |
| Oppenheimer Asset Management Inc. | 242,739 | $59.3M | 0.84% | +5,212+2.2% | Added |
| Advisor Group Holdings, Inc. | 241,397 | $59.0M | 0.13% | −9,561−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 241,099 | $58.9M | 0.33% | +47,083+24.3% | Added |
| Henshaw Capital LLC | 240,400 | $58.7M | 3.70% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 239,403 | $58.5M | 3.21% | +29,353+14.0% | Added |
| Bank of Nova Scotia | 239,315 | $58.5M | 0.11% | +13,891+6.2% | Added |
| Commonwealth Equity Services, LLC | 237,972 | $58.1M | 0.15% | +4,646+2.0% | Added |
| Guggenheim Capital LLC | 234,910 | $57.4M | 0.34% | −15,391−6.1% | Reduced |
| Banco Santander, S.A. | 234,645 | $57.3M | 0.32% | +5,990+2.6% | Added |
| MUFG Securities EMEA plc | 230,579 | $56.3M | 0.61% | +192,998+513.6% | Added |
| Northwestern Mutual Wealth Management Co | 229,453 | $56.0M | 0.11% | +18,997+9.0% | Added |
| Pictet & Cie (Europe) SA | 226,813 | $55.4M | 1.94% | +3,597+1.6% | Added |
| Brown Advisory Inc | 226,284 | $55.3M | 0.08% | −5,785−2.5% | Reduced |
| M&G Investment Management Ltd | 225,265 | $55.0M | 0.29% | +222,378+7,702.7% | Added |
| Greenlea Lane Capital Management, LLC | 224,468 | $54.8M | 16.46% | +23,130+11.5% | Added |
| Cooper Investors Pty Ltd | 223,028 | $54.5M | 3.57% | +14,598+7.0% | Added |
| PointState Capital LP | 219,603 | $53.6M | 1.27% | −70,850−24.4% | Reduced |
| RV Capital GmbH | 219,513 | $53.6M | 14.34% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 217,973 | $53.2M | 0.23% | −5,402−2.4% | Reduced |
| Lord, Abbett & Co. LLC | 217,049 | $53.0M | 0.13% | +202,585+1,400.6% | Added |
| Compagnie Lombard Odier SCmA | 216,975 | $53.0M | 1.17% | +200,983+1,256.8% | Added |
| Chicago Capital, LLC | 216,410 | $52.9M | 2.07% | −881−0.4% | Reduced |
| MetLife Investment Management | 214,689 | $52.4M | 0.46% | −4,007−1.8% | Reduced |
| Locust Wood Capital Advisers, LLC | 214,463 | $52.4M | 3.32% | +13,787+6.9% | Added |
| Teacher Retirement System of Texas | 214,380 | $52.4M | 0.29% | −18,662−8.0% | Reduced |
| Group One Trading, L.P. | 209,351 | $51.1M | 0.98% | +209,351 | New |
| Cullen/Frost Bankers, Inc. | 208,633 | $51.0M | 1.02% | +5,503+2.7% | Added |
| Windward Capital Management Co | 207,485 | $50.7M | 4.71% | −515−0.2% | Reduced |
| Gofen & Glossberg LLC | 206,356 | $50.4M | 1.20% | +1,751+0.9% | Added |
| AQR Capital Management LLC | 202,797 | $49.5M | 0.09% | −46,140−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 199,790 | $48.8M | 0.30% | −7,269−3.5% | Reduced |
| HRT Financial LP | 198,578 | $48.5M | 0.44% | +176,205+787.6% | Added |
| NZS Capital, LLC | 197,839 | $48.3M | 4.44% | +197,839 | New |
| Comerica Bank | 190,138 | $48.1M | 0.29% | −3,156−1.6% | Reduced |
| Harbor Spring Capital, LLC | 195,000 | $47.6M | 6.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 193,869 | $47.4M | 2.63% | +3,007+1.6% | Added |
| Qube Research & Technologies Ltd | 193,271 | $47.2M | 0.59% | +112,721+139.9% | Added |
| HHR Asset Management, LLC | 192,167 | $46.9M | 4.23% | −10,370−5.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 191,739 | $46.8M | 3.96% | +3,233+1.7% | Added |
| MIG Capital, LLC | 188,646 | $46.1M | 4.08% | −20,135−9.6% | Reduced |
| Forsta Ap-Fonden | 188,200 | $46.0M | 0.54% | +27,700+17.3% | Added |
| WestEnd Advisors, LLC | – | $45.6M | 1.47% | – | New |
| Gulf International Bank (UK) Ltd | 184,925 | $45.2M | 0.58% | −593−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 161,205 | $44.9M | 0.59% | −3,386−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 182,070 | $44.5M | 0.10% | +171,466+1,617.0% | Added |
| Nicholas Company, Inc. | 182,060 | $44.5M | 0.78% | +7,585+4.3% | Added |
| Kayak Investment Partners LLC | 180,317 | $44.0M | 5.31% | +1,235+0.7% | Added |
| Petrus Trust Company, LTA | 177,300 | $43.3M | 4.57% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 177,050 | $43.2M | 1.88% | −101,750−36.5% | Reduced |
| Scotia Capital Inc. | 176,456 | $43.1M | 0.32% | +23,718+15.5% | Added |
| Inverness Counsel LLC | 176,194 | $43.0M | 1.57% | +44,745+34.0% | Added |
| RMB Capital Management, LLC | 175,635 | $42.9M | 1.44% | +40,245+29.7% | Added |
| Kerrisdale Advisers, LLC | 174,683 | $42.7M | 3.83% | +70,426+67.6% | Added |
| PEAK6 Investments LLC | 170,929 | $41.8M | 1.12% | +146,034+586.6% | Added |
| British Columbia Investment Management Corp | 169,855 | $41.5M | 0.26% | +20,442+13.7% | Added |
| Hollencrest Capital Management | 169,370 | $41.4M | 3.78% | −1,315−0.8% | Reduced |
| APG Asset Management N.V. | 200,380 | $41.3M | 0.07% | −14,811−6.9% | Reduced |
| Utah Retirement Systems | 168,921 | $41.3M | 0.53% | +400+0.2% | Added |
| Squarepoint Ops LLC | 167,742 | $41.0M | 0.30% | +48,630+40.8% | Added |
| Impax Asset Management Group plc | 167,127 | $40.8M | 0.18% | +13,294+8.6% | Added |
| Ami Asset Management Corp | 166,558 | $40.7M | 2.04% | −8,870−5.1% | Reduced |
| Alta Park Capital, LP | 166,500 | $40.7M | 3.88% | +166,500 | New |
| Pinebridge Investments, L.P. | 166,215 | $40.6M | 0.47% | −33,635−16.8% | Reduced |
| Lannebo Fonder AB | 165,000 | $40.3M | 4.95% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 163,074 | $39.8M | 0.67% | −4,000−2.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 162,632 | $39.7M | 0.19% | −3,402−2.0% | Reduced |
| HMI Capital Management, L.P. | 159,916 | $39.1M | 1.22% | −869,000−84.5% | Reduced |
| Crosslink Capital Inc | 159,436 | $38.9M | 6.44% | +63,180+65.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 159,127 | $38.9M | 0.19% | +507+0.3% | Added |
| Rafferty Asset Management, LLC | 158,380 | $38.7M | 0.24% | +11,032+7.5% | Added |
| CIBC World Markets Inc. | 156,838 | $38.3M | 0.11% | +1,557+1.0% | Added |
| Daiwa Securities Group Inc. | 92,337 | $38.1M | 0.26% | +5,446+6.3% | Added |
| NN Investment Partners Holdings N.V. | 155,745 | $38.0M | 0.20% | +8,354+5.7% | Added |
| Williams Jones Wealth Management, LLC. | 154,064 | $37.6M | 0.53% | −480.0% | Reduced |
| Texas Permanent School Fund | 153,827 | $37.6M | 0.44% | +590+0.4% | Added |
| Vontobel Holding Ltd. | 152,050 | $37.4M | 0.32% | −16,021−9.5% | Reduced |
| Artemis Investment Management LLP | 151,396 | $37.0M | 0.32% | +151,396 | New |