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 |
|---|---|---|---|---|---|
| Northstar Asset Management Inc | 46,342 | $11.3M | 3.03% | +3,601+8.4% | Added |
| Progressive Investment Management Corp | 45,887 | $11.2M | 3.50% | +62+0.1% | Added |
| Buckingham Capital Management, Inc. | 45,485 | $11.1M | 1.80% | +362+0.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,356 | $11.1M | 0.43% | +2,174+5.0% | Added |
| Akaris Global Partners, LP | 45,218 | $11.0M | 10.02% | 00.0% | Unchanged |
| Central Trust Co | 45,078 | $11.0M | 0.40% | −6,143−12.0% | Reduced |
| Johnson Investment Counsel Inc | 44,318 | $10.8M | 0.15% | +84+0.2% | Added |
| AXS Investments LLC | 43,686 | $10.7M | 3.25% | +17,939+69.7% | Added |
| Wealthfront Advisers LLC | 43,282 | $10.6M | 0.05% | +12,865+42.3% | Added |
| Banque Cantonale Vaudoise | 42,925 | $10.5M | 0.47% | −9,799−18.6% | Reduced |
| Moreno Evelyn V | 42,797 | $10.5M | 2.45% | −708−1.6% | Reduced |
| Roosevelt Investment Group LLC | 42,770 | $10.4M | 0.63% | +4,233+11.0% | Added |
| Leonteq Securities AG | 42,630 | $10.4M | 0.79% | −38,603−47.5% | Reduced |
| Covington Capital Management | 42,350 | $10.3M | 0.41% | −135−0.3% | Reduced |
| Kemnay Advisory Services Inc. | 42,303 | $10.3M | 1.22% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 42,051 | $10.3M | 0.18% | +446+1.1% | Added |
| CFM Wealth Partners LLC | 42,033 | $10.3M | 2.73% | +311+0.7% | Added |
| Cornerstone Advisors, LLC | 42,000 | $10.3M | 0.61% | +26,000+162.5% | Added |
| Alyeska Investment Group, L.P. | 41,964 | $10.3M | 0.12% | −489,498−92.1% | Reduced |
| First National Trust Co | 41,868 | $10.2M | 0.62% | +1,497+3.7% | Added |
| Rothschild Investment Corp | 41,226 | $10.1M | 0.80% | +5,382+15.0% | Added |
| Oak Ridge Investments LLC | 41,028 | $10.0M | 0.88% | −783−1.9% | Reduced |
| Keybank National Association | 40,954 | $10.0M | 0.04% | −452−1.1% | Reduced |
| Evercore Wealth Management, LLC | 40,915 | $9.99M | 0.18% | +4,833+13.4% | Added |
| Kinneret Advisory, LLC | 40,882 | $9.99M | 1.18% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 40,820 | $9.97M | 0.40% | −2,192−5.1% | Reduced |
| Sequoia Financial Advisors, LLC | 40,776 | $9.96M | 0.36% | +4,053+11.0% | Added |
| Bank of the West | 40,768 | $9.96M | 1.01% | −14,963−26.8% | Reduced |
| Vancity Investment Management Ltd | 40,669 | $9.93M | 1.39% | +2,749+7.2% | Added |
| Allen Investment Management LLC | 40,326 | $9.85M | 0.13% | +434+1.1% | Added |
| Sand Hill Global Advisors, LLC | 40,200 | $9.82M | 0.60% | +1,878+4.9% | Added |
| Commerce Bank | 40,113 | $9.80M | 0.07% | −768−1.9% | Reduced |
| Edge Wealth Management LLC | 39,986 | $9.79M | 1.99% | +606+1.5% | Added |
| Alight Capital Management LP | 40,000 | $9.77M | 2.85% | +40,000 | New |
| Cohen Klingenstein LLC | 39,713 | $9.70M | 0.42% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 39,640 | $9.68M | 0.90% | +3,379+9.3% | Added |
| Azimuth Capital Management LLC | 39,611 | $9.68M | 0.42% | +1,306+3.4% | Added |
| E. Ohman J:or Asset Management AB | 39,450 | $9.64M | 0.30% | +3,000+8.2% | Added |
| Alexandria Capital, LLC | 39,338 | $9.61M | 0.89% | +5,309+15.6% | Added |
| Tudor Investment Corp Et Al | 39,302 | $9.60M | 0.20% | +20,478+108.8% | Added |
| Moors & Cabot, Inc. | 39,133 | $9.56M | 0.67% | −32−0.1% | Reduced |
| Xcel Wealth Management, LLC | 38,584 | $9.43M | 2.84% | +82+0.2% | Added |
| Parsons Capital Management Inc | 38,227 | $9.34M | 0.71% | −623−1.6% | Reduced |
| Wedbush Securities Inc | 38,114 | $9.31M | 0.44% | −46−0.1% | Reduced |
| Spire Wealth Management | 37,358 | $9.29M | 0.25% | +432+1.2% | Added |
| Highland Capital Management, LLC | 37,938 | $9.27M | 0.55% | −2,140−5.3% | Reduced |
| BBVA USA | 37,564 | $9.18M | 0.51% | +37,564 | New |
| Marco Investment Management LLC | 37,370 | $9.13M | 1.06% | +2,295+6.5% | Added |
| Independent Advisor Alliance | 37,297 | $9.11M | 0.50% | −2,973−7.4% | Reduced |
| Crossvault Capital Management LLC | 37,366 | $9.04M | 2.76% | −268−0.7% | Reduced |
| Mizuho Markets Cayman LP | 36,963 | $9.03M | 1.66% | +4,825+15.0% | Added |
| Perigon Wealth Management, LLC | 36,902 | $9.01M | 0.80% | −6,898−15.7% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 36,679 | $8.96M | 1.55% | +36,679 | New |
| Exencial Wealth Advisors, LLC | 36,429 | $8.90M | 0.48% | +33,775+1,272.6% | Added |
| Autus Asset Management, LLC | 36,257 | $8.86M | 0.97% | −377−1.0% | Reduced |
| Grassi Investment Management | 36,071 | $8.81M | 0.96% | +488+1.4% | Added |
| Ally Financial Inc. | 36,000 | $8.79M | 0.87% | 00.0% | Unchanged |
| Duality Advisers, LP | 35,813 | $8.75M | 0.78% | +35,813 | New |
| Cubist Systematic Strategies, LLC | 35,579 | $8.69M | 0.10% | −4,826−11.9% | Reduced |
| Sigma Planning Corp | 35,493 | $8.67M | 0.26% | −1,068−2.9% | Reduced |
| Motco | 35,455 | $8.66M | 0.57% | +93+0.3% | Added |
| Novare Capital Management LLC | 35,238 | $8.61M | 0.96% | +2,591+7.9% | Added |
| TPI Fund Managers Ltd | 35,166 | $8.59M | 1.18% | +4,361+14.2% | Added |
| Gardner Lewis Asset Management L P | 35,113 | $8.58M | 1.41% | −3,827−9.8% | Reduced |
| Exchange Capital Management, Inc. | 35,087 | $8.57M | 1.64% | +1,270+3.8% | Added |
| Parallel Advisors, LLC | 34,308 | $8.38M | 0.36% | +2,915+9.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 34,290 | $8.38M | 0.42% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 15,158 | $8.37M | 0.21% | −184,810−92.4% | Reduced |
| Permanens Capital L.P. | 34,169 | $8.35M | 1.50% | +9,280+37.3% | Added |
| AE Wealth Management LLC | 34,115 | $8.33M | 0.07% | −20,629−37.7% | Reduced |
| Scholtz & Company, LLC | 34,045 | $8.32M | 2.84% | +1,057+3.2% | Added |
| Boston Common Asset Management, LLC | 33,978 | $8.30M | 0.36% | +6,848+25.2% | Added |
| AlphaCrest Capital Management LLC | 33,803 | $8.26M | 0.35% | +17,872+112.2% | Added |
| Bank Hapoalim BM | 33,799 | $8.26M | 0.95% | −5,686−14.4% | Reduced |
| Deltec Asset Management LLC | 33,680 | $8.23M | 1.13% | −16,300−32.6% | Reduced |
| Means Investment Co., Inc. | 33,514 | $8.19M | 1.64% | +2,624+8.5% | Added |
| Cetera Investment Advisers | 33,479 | $8.18M | 0.13% | +4,929+17.3% | Added |
| Twin Capital Management Inc | 33,241 | $8.12M | 0.75% | +10,769+47.9% | Added |
| Douglass Winthrop Advisors, LLC | 33,123 | $8.09M | 0.20% | +2,635+8.6% | Added |
| Northstar Investment Advisors LLC | 33,322 | $8.06M | 1.07% | +818+2.5% | Added |
| Swarthmore Group Inc | 32,980 | $8.06M | 2.08% | −8,414−20.3% | Reduced |
| Quadrature Capital Ltd | 32,962 | $8.05M | 0.31% | +32,962 | New |
| Codex Capital, L.L.C. | 32,950 | $8.04M | 4.20% | −1,600−4.6% | Reduced |
| ACG Wealth | 32,799 | $8.01M | 1.02% | +4,030+14.0% | Added |
| Trust Co of Vermont | 32,717 | $7.99M | 0.56% | +1,594+5.1% | Added |
| Hudson Valley Investment Advisors Inc | 32,656 | $7.98M | 1.39% | −702−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 32,596 | $7.96M | 1.08% | −112−0.3% | Reduced |
| Point72 Hong Kong Ltd | 32,543 | $7.95M | 0.55% | −10,278−24.0% | Reduced |
| Cypress Capital Group | 32,514 | $7.94M | 1.08% | −486−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 32,399 | $7.91M | 1.32% | +2,500+8.4% | Added |
| St Germain D J Co Inc | 32,382 | $7.91M | 0.50% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 32,109 | $7.84M | 3.35% | +100.0% | Added |
| Calamos Wealth Management LLC | 31,889 | $7.79M | 0.61% | −1,993−5.9% | Reduced |
| Brewin Dolphin Ltd | 31,862 | $7.78M | 0.35% | +1,473+4.8% | Added |
| Alpha Cubed Investments, LLC | 31,845 | $7.78M | 0.56% | −269−0.8% | Reduced |
| Advisors Asset Management, Inc. | 31,740 | $7.75M | 0.11% | +215+0.7% | Added |
| Webster Bank, N. A. | 31,504 | $7.70M | 0.84% | −553−1.7% | Reduced |
| Hexavest Inc. | 31,483 | $7.69M | 0.38% | −5,346−14.5% | Reduced |
| Sepio Capital, LP | 31,477 | $7.69M | 0.64% | −2,405−7.1% | Reduced |
| Alerus Financial NA | 31,474 | $7.69M | 0.78% | +7,924+33.6% | Added |