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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 31,453 | $7.68M | 0.26% | +670+2.2% | Added |
| Regentatlantic Capital LLC | 31,262 | $7.64M | 0.23% | +4,283+15.9% | Added |
| Stratos Wealth Partners, LTD. | 31,237 | $7.63M | 0.19% | −3,242−9.4% | Reduced |
| Ashfield Capital Partners, LLC | 31,103 | $7.60M | 0.54% | +26,844+630.3% | Added |
| Fiduciary Group LLC | 30,872 | $7.54M | 0.87% | +1,191+4.0% | Added |
| De Burlo Group Inc | 30,807 | $7.53M | 1.20% | −350−1.1% | Reduced |
| RPG Investment Advisory, LLC | 30,637 | $7.48M | 1.22% | +995+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 30,184 | $7.37M | 0.31% | +1,995+7.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 30,025 | $7.33M | 3.37% | −5,927−16.5% | Reduced |
| Unio Capital LLC | 29,741 | $7.26M | 3.24% | −527−1.7% | Reduced |
| Dowling & Yahnke LLC | 29,688 | $7.25M | 0.42% | +1,258+4.4% | Added |
| Prospera Financial Services Inc | 29,587 | $7.23M | 0.36% | −5,251−15.1% | Reduced |
| Advisory Services Network, LLC | 29,240 | $7.14M | 0.23% | +2,579+9.7% | Added |
| Orion Portfolio Solutions, LLC | 29,130 | $7.12M | 0.28% | +7,164+32.6% | Added |
| Beacon Pointe Advisors, LLC | 29,103 | $7.11M | 0.25% | +22,204+321.8% | Added |
| Cozad Asset Management Inc | 28,987 | $7.08M | 1.11% | −2,555−8.1% | Reduced |
| Cigna Investments Inc | 28,721 | $7.02M | 0.50% | −4,097−12.5% | Reduced |
| Prentiss Smith & Co Inc | 28,641 | $7.00M | 3.37% | −861−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,633 | $6.99M | 0.07% | +9,334+48.4% | Added |
| Fiduciary Trust Co | 28,495 | $6.96M | 0.13% | +8,457+42.2% | Added |
| Cresset Asset Management, LLC | 28,440 | $6.95M | 0.10% | +10,337+57.1% | Added |
| SP Asset Management | 28,496 | $6.94M | 0.76% | +212+0.7% | Added |
| IndexIQ Advisors LLC | 28,324 | $6.92M | 0.23% | +774+2.8% | Added |
| Nixon Peabody Trust Co | 28,309 | $6.92M | 2.66% | −40.0% | Reduced |
| Meeder Asset Management Inc | 28,245 | $6.90M | 0.32% | −442−1.5% | Reduced |
| Transform Wealth, LLC | 28,232 | $6.90M | 0.84% | +9,213+48.4% | Added |
| Wellington Shields Capital Management, LLC | 27,861 | $6.81M | 0.82% | −342−1.2% | Reduced |
| FWL Investment Management, LLC | 27,664 | $6.76M | 4.10% | +1,102+4.1% | Added |
| Consolidated Investment Group LLC | 27,600 | $6.74M | 1.12% | +9,200+50.0% | Added |
| National Asset Management, Inc. | 27,644 | $6.73M | 0.22% | +1,297+4.9% | Added |
| Karp Capital Management Corp | 27,457 | $6.71M | 0.99% | +4,321+18.7% | Added |
| Lee Capital Holdings LLC | 27,450 | $6.71M | 3.38% | −1,960−6.7% | Reduced |
| Private Asset Management Inc | 27,424 | $6.70M | 0.89% | +266+1.0% | Added |
| Gotham Asset Management, LLC | 27,293 | $6.67M | 0.28% | −6,361−18.9% | Reduced |
| Independent Financial Group, LLC | 27,267 | $6.66M | 0.71% | +775+2.9% | Added |
| Ziegler Capital Management, LLC | 3,579 | $6.66M | 0.22% | −23,423−86.7% | Reduced |
| Everence Capital Management Inc | 27,247 | $6.66M | 0.55% | +1,460+5.7% | Added |
| O'Shares Investment Advisers, LLC | 27,036 | $6.60M | 0.47% | −6,710−19.9% | Reduced |
| Garde Capital, Inc. | 26,703 | $6.52M | 0.67% | −983−3.6% | Reduced |
| Arrow Financial Corp | 26,475 | $6.47M | 0.82% | −802−2.9% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 26,448 | $6.46M | 0.82% | +10,824+69.3% | Added |
| Oak Harvest Investment Services | 26,251 | $6.41M | 2.11% | +1,846+7.6% | Added |
| Nelson Capital Management, LLC | 26,237 | $6.41M | 1.30% | +284+1.1% | Added |
| Kestra Private Wealth Services, LLC | 26,219 | $6.41M | 0.39% | +1,756+7.2% | Added |
| Aj Wealth Strategies, LLC | 26,170 | $6.39M | 0.38% | −3,630−12.2% | Reduced |
| Elite Wealth Management, Inc. | 26,063 | $6.37M | 2.79% | +3,250+14.2% | Added |
| Level Four Advisory Services, LLC | 26,015 | $6.36M | 0.44% | +612+2.4% | Added |
| Peloton Wealth Strategists | 25,980 | $6.35M | 2.62% | −920−3.4% | Reduced |
| Flputnam Investment Management Co | 25,873 | $6.32M | 0.22% | −1,974−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 25,844 | $6.32M | 0.11% | +4,641+21.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 25,837 | $6.31M | 0.61% | −5,589−17.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 25,736 | $6.29M | 2.37% | +4,896+23.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 25,617 | $6.26M | 0.37% | +3,700+16.9% | Added |
| Advisor Partners LLC | 25,401 | $6.21M | 0.41% | +496+2.0% | Added |
| Sitrin Capital Management LLC | 25,006 | $6.11M | 2.75% | −379−1.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.11M | 2.64% | +10,000+66.7% | Added |
| IBM Retirement Fund | 24,969 | $6.10M | 0.48% | −4,902−16.4% | Reduced |
| Game Creek Capital, LP | 24,875 | $6.08M | 3.27% | +10,325+71.0% | Added |
| Candlestick Capital Management LP | 24,812 | $6.06M | 0.19% | +24,812 | New |
| Peapack Gladstone Financial Corp | 24,784 | $6.05M | 0.15% | +1,221+5.2% | Added |
| Jag Capital Management, LLC | 24,548 | $6.00M | 0.47% | +22+0.1% | Added |
| Surevest, LLC | 24,476 | $5.98M | 1.56% | +3,933+19.1% | Added |
| Executive Wealth Management, LLC | 24,416 | $5.96M | 0.65% | +331+1.4% | Added |
| Boothbay Fund Management, LLC | 24,306 | $5.94M | 0.24% | +14,165+139.7% | Added |
| Knights of Columbus Asset Advisors LLC | 24,277 | $5.93M | 0.55% | −1,339−5.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,101 | $5.89M | 0.62% | −1,359−5.3% | Reduced |
| Twinbeech Capital LP | 24,009 | $5.87M | 0.71% | +24,009 | New |
| FRG Family Wealth Advisors LLC | 23,999 | $5.86M | 1.11% | +3,610+17.7% | Added |
| GAM Holding AG | 23,907 | $5.84M | 0.25% | −59−0.2% | Reduced |
| IMC-Chicago, LLC | 23,786 | $5.81M | 0.47% | +1,730+7.8% | Added |
| Harbour Capital Advisors, LLC | 23,665 | $5.78M | 1.55% | +120+0.5% | Added |
| Annex Advisory Services, LLC | 23,480 | $5.73M | 0.46% | +10,543+81.5% | Added |
| Redpoint Investment Management Pty Ltd | 23,448 | $5.73M | 0.47% | +558+2.4% | Added |
| Andra AP-fonden | 23,400 | $5.72M | 0.12% | +5,300+29.3% | Added |
| Bayesian Capital Management, LP | 23,400 | $5.72M | 1.49% | +23,400 | New |
| Baker Tilly Wealth Management, LLC | 23,344 | $5.70M | 0.92% | +2,112+9.9% | Added |
| Valeo Financial Advisors, LLC | 69,545 | $5.69M | 0.35% | +268+0.4% | Added |
| Moore Capital Management, LP | 23,110 | $5.64M | 0.10% | +23,110 | New |
| FORA Capital, LLC | 23,059 | $5.63M | 1.05% | +23,059 | New |
| Dash Acquisitions Inc. | 22,934 | $5.60M | 3.19% | +1,634+7.7% | Added |
| Motley Fool Asset Management LLC | 22,921 | $5.60M | 0.37% | +2,111+10.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,649 | $5.53M | 0.28% | +1,363+6.4% | Added |
| Strategic Wealth Advisors Group, LLC | 22,612 | $5.52M | 0.25% | +3,684+19.5% | Added |
| VisionPoint Advisory Group, LLC | 22,601 | $5.52M | 2.46% | +7,141+46.2% | Added |
| Brighton Jones LLC | 22,546 | $5.51M | 0.28% | +740+3.4% | Added |
| Engineers Gate Manager LP | 22,457 | $5.49M | 0.35% | +21,195+1,679.5% | Added |
| Tiedemann Advisors, LLC | 22,398 | $5.47M | 0.22% | +1,873+9.1% | Added |
| Trust Co of Kansas | 22,331 | $5.46M | 3.09% | +1,631+7.9% | Added |
| RNC Capital Management LLC | 22,303 | $5.45M | 0.29% | +2,558+13.0% | Added |
| MIK Capital, LP | 22,275 | $5.44M | 2.76% | +22,275 | New |
| GPS Wealth Strategies Group, LLC | 22,261 | $5.44M | 1.38% | +674+3.1% | Added |
| D.A. Davidson & Co. | 22,229 | $5.43M | 0.06% | +1,340+6.4% | Added |
| Ethic Inc. | 22,219 | $5.43M | 0.66% | +5,821+35.5% | Added |
| Meridian Management Co | 22,174 | $5.42M | 1.60% | −1,462−6.2% | Reduced |
| Murphy Capital Management Inc | 22,169 | $5.42M | 0.62% | −223−1.0% | Reduced |
| Belpointe Asset Management LLC | 22,161 | $5.41M | 0.39% | +2,069+10.3% | Added |
| Pinnacle Financial Partners Inc | 22,049 | $5.39M | 0.22% | +1,121+5.4% | Added |
| Pinnacle Wealth Advisors | 22,049 | $5.39M | 0.22% | +22,049 | New |
| Captrust Financial Advisors | 22,037 | $5.38M | 0.05% | −781−3.4% | Reduced |
| Wetherby Asset Management Inc | 21,973 | $5.37M | 0.33% | +1,026+4.9% | Added |