Skip to main content

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.

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: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 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 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$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
The PNC Financial Services Group, Inc.151,288$37.0M0.03%−1,174−0.8%Reduced
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV150,000$36.6M2.80%00.0%Unchanged
Tocqueville Asset Management L.P.149,132$36.4M0.53%−5,488−3.5%Reduced
Westpac Banking Corp149,044$36.4M0.37%+2,777+1.9%Added
TownSquare Capital, LLC144,461$36.2M1.17%+13,428+10.2%Added
AO Asset Management, LP147,100$35.9M2.51%+71,100+93.6%Added
Ergoteles LLC146,933$35.9M0.82%+146,933New
DnB Asset Management AS146,544$35.8M0.24%−1,633−1.1%Reduced
Stephens Inc146,483$35.8M0.54%+32,458+28.5%Added
Cambridge Trust Co146,170$35.7M1.34%+1,253+0.9%Added
Mackay Shields LLC145,466$35.5M0.33%−63,696−30.5%Reduced
Pactiv General Employee Benefit Trust144,951$35.4M2.43%−140,939−49.3%Reduced
State of Alaska, Department of Revenue143,756$35.1M0.36%−3,495−2.4%Reduced
Maplelane Capital, LLC143,000$34.9M2.72%+143,000New
SG Americas Securities, LLC141,606$34.6M0.18%+39,047+38.1%Added
M&T Bank Corp139,253$34.0M0.15%−9,231−6.2%Reduced
ExodusPoint Capital Management, LP138,823$33.9M0.53%+63,317+83.9%Added
Heritage Investors Management Corp138,188$33.8M1.41%+2,418+1.8%Added
Hantz Financial Services, Inc.137,815$33.7M1.23%+5,455+4.1%Added
Aureus Asset Management, LLC137,315$33.5M2.16%+5,498+4.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd136,187$33.3M0.79%+7,359+5.7%Added
Ithaka Group LLC135,627$33.1M4.02%−1,594−1.2%Reduced
Ieq Capital, LLC135,095$33.0M0.97%+18,315+15.7%Added
Ilmarinen Mutual Pension Insurance Co135,000$33.0M0.35%+35,000+35.0%Added
Blue Whale Capital LLP133,176$32.5M3.69%−10,000−7.0%Reduced
Ci Investments Inc.132,395$32.3M0.12%−576−0.4%Reduced
Umb Bank N A132,378$32.3M0.74%−706−0.5%Reduced
Primecap Management Co130,000$31.8M0.02%00.0%Unchanged
Maryland Capital Management128,479$31.4M1.89%+1,830+1.4%Added
Voloridge Investment Management, LLC126,622$30.9M0.21%−144,761−53.3%Reduced
Wesbanco Bank Inc125,479$30.7M1.14%−101−0.1%Reduced
Brinker Capital Investments, LLC124,229$30.3M0.40%+15,759+14.5%Added
IFM Investors Pty Ltd122,898$30.0M0.61%+23,762+24.0%Added
Tokio Marine Asset Management Co Ltd121,225$29.6M2.71%−4,099−3.3%Reduced
Mutual of America Capital Management LLC120,766$29.5M0.29%+2,180+1.8%Added
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management120,000$29.3M1.24%00.0%Unchanged
ClariVest Asset Management LLC119,148$29.1M0.97%−6,832−5.4%Reduced
Summitry LLC118,738$29.0M1.80%+2,473+2.1%Added
Nomura Holdings Inc118,176$28.9M0.24%−21,789−15.6%Reduced
Trillium Asset Management, LLC116,885$28.5M0.79%−33,853−22.5%Reduced
Metropolitan Life Insurance Co116,536$28.5M0.40%−36,442−23.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys116,018$28.3M0.32%+1,239+1.1%Added
Waverton Investment Management Ltd113,423$27.7M1.11%−6,080−5.1%Reduced
Varma Mutual Pension Insurance Co112,671$27.5M0.41%+45,000+66.5%Added
Klingenstein Fields & Co LP112,194$27.4M1.13%+1,728+1.6%Added
Prudential PLC110,924$27.1M0.25%−199,641−64.3%Reduced
Regions Financial Corp110,104$26.9M0.23%+410+0.4%Added
Worldquant Millennium Advisors LLC110,009$26.9M0.59%+110,009New
Sycomore Asset Management111,079$26.9M3.72%+41,950+60.7%Added
Creative Planning109,968$26.9M0.05%−22,871−17.2%Reduced
Partners Capital Investment Group, LLP109,784$26.8M1.19%+8,263+8.1%Added
United Capital Financial Advisers, LLC108,379$26.5M0.13%+1,175+1.1%Added
CIBC Asset Management Inc107,731$26.3M0.11%+7,627+7.6%Added
Badgley Phelps & Bell Inc107,017$26.1M0.97%+4,786+4.7%Added
Dai-Ichi Life Insurance Company, Ltd106,646$26.1M0.33%−10,674−9.1%Reduced
Aristotle Atlantic Partners, LLC106,589$26.0M1.72%+55+0.1%Added
Becker Capital Management Inc105,434$25.8M1.09%+205+0.2%Added
Jefferies Group LLC104,961$25.6M0.45%+84,304+408.1%Added
Hartford Investment Management Co104,193$25.5M0.63%−1,462−1.4%Reduced
Tower Research Capital LLC (TRC)104,173$25.4M0.66%−45,982−30.6%Reduced
NorthCoast Asset Management LLC104,103$25.4M0.91%+2,373+2.3%Added
Asahi Life Asset Management Co., Ltd.103,986$25.4M3.39%−6,752−6.1%Reduced
Banque Pictet & Cie SA103,910$25.4M0.28%−9,148−8.1%Reduced
Norinchukin Bank, The103,735$25.3M0.37%+5,645+5.8%Added
First Foundation Advisors103,708$25.3M0.98%+1,237+1.2%Added
B. Metzler seel. Sohn & Co. Holding AG102,807$25.1M0.37%+6,850+7.1%Added
Border to Coast Pensions Partnership Ltd101,447$24.9M0.87%+101,447New
Steward Partners Investment Advisory, LLC100,281$24.5M0.41%−1,719−1.7%Reduced
Honeycomb Asset Management LP100,000$24.4M1.93%+100,000New
NS Partners Ltd99,996$24.4M1.29%+415+0.4%Added
Acadian Asset Management LLC99,937$24.4M0.09%−8,736−8.0%Reduced
ROAM Global Management LP99,069$24.2M20.65%−84,831−46.1%Reduced
Xponance, Inc.98,078$24.0M0.44%−49,970−33.8%Reduced
Tiaa, FSB97,899$23.9M0.08%+66,633+213.1%Added
CWM, LLC97,048$23.7M0.19%00.0%Unchanged
Forbes J M & Co LLP97,045$23.7M2.99%+286+0.3%Added
Granite Investment Partners, LLC96,726$23.6M0.73%+590+0.6%Added
Boston Private Wealth LLC95,840$23.4M0.30%+2,369+2.5%Added
Financial Counselors Inc94,902$23.2M0.50%+1,215+1.3%Added
Banco Bilbao Vizcaya Argentaria, S.A.95,014$23.2M0.41%+5,346+6.0%Added
Pittenger & Anderson Inc93,363$22.8M1.17%−323−0.3%Reduced
ING Groep NV93,177$22.8M0.36%+14,822+18.9%Added
Zacks Investment Management93,148$22.8M0.37%+32,023+52.4%Added
Wolverine Trading, LLC90,536$22.3M0.60%−96,715−51.6%Reduced
Glenmede Trust Co NA89,556$21.9M0.11%−12,908−12.6%Reduced
Middleton & Co Inc88,891$21.7M2.35%−7,088−7.4%Reduced
Sandler Capital Management88,422$21.6M1.90%+88,422New
MayTech Global Investments, LLC87,104$21.3M4.45%+1,206+1.4%Added
Unigestion Holding SA85,774$21.1M0.76%+84,100+5,023.9%Added
Front Barnett Associates LLC86,303$21.1M2.15%+3,363+4.1%Added
Bridges Investment Management Inc85,486$20.9M0.62%−2,440−2.8%Reduced
Doyle Wealth Management81,374$19.9M1.65%+2,114+2.7%Added
Securian Asset Management, Inc81,135$19.8M0.40%+191+0.2%Added
Cullinan Associates Inc80,040$19.6M1.09%+315+0.4%Added
Greenleaf Trust79,641$19.5M0.24%+505+0.6%Added
Clough Capital Partners L P78,950$19.3M1.08%+78,950New
USS Investment Management Ltd78,067$19.1M0.15%00.0%Unchanged
Bradley Foster & Sargent Inc77,772$19.0M0.44%+313+0.4%Added
Kettle Hill Capital Management, LLC77,740$19.0M3.37%+5,878+8.2%Added
Bridgecreek Investment Management, LLC77,524$18.9M2.75%−8,665−10.1%Reduced