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 |
|---|---|---|---|---|---|
| Allstate Corp | 21,903 | $5.35M | 0.18% | +1,434+7.0% | Added |
| YorkBridge Wealth Partners, LLC | 21,729 | $5.31M | 1.39% | +86+0.4% | Added |
| RB Capital Management, LLC | 21,729 | $5.31M | 2.05% | +305+1.4% | Added |
| Marino, Stram & Associates LLC | 21,729 | $5.31M | 1.39% | +20,577+1,786.2% | Added |
| Jackson Square Capital, LLC | 21,705 | $5.30M | 1.70% | +975+4.7% | Added |
| HighPoint Advisor Group LLC | 21,695 | $5.30M | 0.53% | +2,265+11.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 21,634 | $5.29M | 0.85% | +727+3.5% | Added |
| Bessemer Group Inc | 21,634 | $5.28M | 0.01% | −76−0.4% | Reduced |
| Toroso Investments, LLC | 21,556 | $5.26M | 0.21% | +5,403+33.4% | Added |
| Quinn Opportunity Partners LLC | 21,500 | $5.25M | 0.33% | −8,000−27.1% | Reduced |
| Steel Peak Wealth Management LLC | 21,500 | $5.25M | 0.38% | +619+3.0% | Added |
| Shikiar Asset Management Inc | 21,497 | $5.25M | 1.48% | +2,935+15.8% | Added |
| Caldwell Trust Co | 21,482 | $5.25M | 0.69% | −403−1.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 21,441 | $5.24M | 1.97% | +1,379+6.9% | Added |
| South State Corp. | 21,433 | $5.24M | 0.45% | −220−1.0% | Reduced |
| Salem Investment Counselors Inc | 21,415 | $5.23M | 0.29% | +796+3.9% | Added |
| Meyer Handelman Co | 21,412 | $5.23M | 0.21% | +5,910+38.1% | Added |
| Knuff & Co LLC | 21,326 | $5.21M | 1.94% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 21,320 | $5.21M | 0.62% | +195+0.9% | Added |
| LMR Partners LLP | 21,075 | $5.15M | 0.08% | +21,075 | New |
| King Wealth | 21,040 | $5.14M | 1.05% | −24,671−54.0% | Reduced |
| Marietta Wealth Management, LLC | 21,008 | $5.13M | 1.16% | +775+3.8% | Added |
| Coastal Investment Management, L.P. | 21,000 | $5.13M | 8.26% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 20,875 | $5.10M | 1.35% | +563+2.8% | Added |
| Girard Partners Ltd. | 20,723 | $5.06M | 0.65% | +2,318+12.6% | Added |
| Pathstone Family Office, LLC | 20,650 | $5.04M | 0.15% | +881+4.5% | Added |
| BP PLC | 20,637 | $5.04M | 0.22% | −8,518−29.2% | Reduced |
| Chapman Investment Management, LLC | 20,588 | $5.03M | 2.79% | +448+2.2% | Added |
| Marks Group Wealth Management, Inc | 20,551 | $5.02M | 0.69% | +499+2.5% | Added |
| Bel Air Investment Advisors LLC | 20,473 | $5.00M | 0.15% | −1,406−6.4% | Reduced |
| Mark Stevens | 20,467 | $5.00M | 0.56% | −1,219−5.6% | Reduced |
| Icon Wealth Partners, LLC | 20,319 | $4.96M | 0.53% | +2,118+11.6% | Added |
| Bray Capital Advisors | 20,253 | $4.95M | 1.27% | −20−0.1% | Reduced |
| Fragasso Group Inc. | 20,218 | $4.94M | 0.66% | +3,727+22.6% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 19,947 | $4.90M | 0.64% | +898+4.7% | Added |
| Precept Management LLC | 20,000 | $4.88M | 4.98% | −5,000−20.0% | Reduced |
| Kornitzer Capital Management Inc | 19,926 | $4.87M | 0.07% | −4,741−19.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,794 | $4.83M | 0.34% | +3,007+17.9% | Added |
| CMH Wealth Management LLC | 19,730 | $4.82M | 1.61% | +1,967+11.1% | Added |
| Avestar Capital, LLC | 19,721 | $4.82M | 0.93% | +2,071+11.7% | Added |
| Mirador Capital Partners LP | 19,721 | $4.82M | 1.09% | +338+1.7% | Added |
| Corient Capital Partners, LLC | 19,718 | $4.82M | 0.35% | +1,745+9.7% | Added |
| Illinois Municipal Retirement Fund | 19,537 | $4.77M | 0.19% | 00.0% | Unchanged |
| TOMS Capital Investment Management LP | 19,400 | $4.74M | 0.65% | +19,400 | New |
| Chartwell Investment Partners, LLC | 19,240 | $4.70M | 0.14% | +5,102+36.1% | Added |
| Cohen Lawrence B | 19,217 | $4.69M | 2.39% | −495−2.5% | Reduced |
| Ocean Capital Management, LLC | 19,195 | $4.69M | 2.01% | +1,932+11.2% | Added |
| Whalerock Point Partners, LLC | 19,192 | $4.69M | 1.80% | −150−0.8% | Reduced |
| HBW Advisory Services LLC | 19,137 | $4.67M | 1.23% | +1,665+9.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 19,120 | $4.67M | 4.07% | +319+1.7% | Added |
| Monetary Management Group Inc | 19,067 | $4.66M | 1.40% | −300−1.5% | Reduced |
| Snowden Capital Advisors LLC | 18,889 | $4.61M | 0.23% | +4,030+27.1% | Added |
| Horizon Investments, LLC | 18,699 | $4.57M | 0.14% | +9,323+99.4% | Added |
| Pendal Group Limited | 18,590 | $4.54M | 0.04% | +3,449+22.8% | Added |
| Spinnaker Trust | 18,584 | $4.54M | 0.32% | +642+3.6% | Added |
| Private Wealth Partners, LLC | 18,441 | $4.50M | 0.42% | +54+0.3% | Added |
| Westwood Management Corp | 18,200 | $4.45M | 0.36% | −1,000−5.2% | Reduced |
| GWM Advisors LLC | 18,064 | $4.41M | 0.12% | +427+2.4% | Added |
| Iowa State Bank | 18,037 | $4.41M | 1.24% | −341−1.9% | Reduced |
| World Asset Management Inc | 17,931 | $4.38M | 0.40% | −487−2.6% | Reduced |
| Sumitomo Life Insurance Co | 17,759 | $4.34M | 0.14% | −2,765−13.5% | Reduced |
| Evergreen Capital Management LLC | 17,546 | $4.29M | 0.20% | +9,029+106.0% | Added |
| Telemus Capital, LLC | 17,458 | $4.26M | 0.31% | +699+4.2% | Added |
| QS Investors, LLC | 17,440 | $4.26M | 0.05% | −182−1.0% | Reduced |
| Simmons Bank | 17,425 | $4.26M | 0.31% | +1,832+11.7% | Added |
| Arthur M. Cohen & Associates, LLC | 17,402 | $4.25M | 0.87% | −255−1.4% | Reduced |
| NEXT Financial Group, Inc | 17,376 | $4.24M | 0.34% | +2,867+19.8% | Added |
| Lazard Freres Gestion S.A.S. | 20,587 | $4.24M | 0.14% | +4,400+27.2% | Added |
| Hohimer Wealth Management, LLC | 17,304 | $4.23M | 0.87% | +790+4.8% | Added |
| Azzad Asset Management Inc | 17,247 | $4.21M | 0.63% | +310+1.8% | Added |
| Kingsview Wealth Management, LLC | 17,165 | $4.21M | 0.21% | +4,051+30.9% | Added |
| Trust Co of Toledo NA | 17,184 | $4.20M | 0.71% | +218+1.3% | Added |
| Mathes Company, Inc. | 17,139 | $4.19M | 1.51% | +65+0.4% | Added |
| Roundview Capital LLC | 17,132 | $4.18M | 0.47% | +984+6.1% | Added |
| Kovack Advisors, Inc. | 17,125 | $4.18M | 0.48% | −1,418−7.6% | Reduced |
| Silvant Capital Management LLC | 17,089 | $4.17M | 0.66% | −288−1.7% | Reduced |
| Mitchell Capital Management Co | 17,064 | $4.17M | 0.91% | −850−4.7% | Reduced |
| Security National Trust Co | 17,055 | $4.17M | 0.93% | +360+2.2% | Added |
| Security National Bank | 17,039 | $4.16M | 1.10% | +1,127+7.1% | Added |
| Pearl River Capital, LLC | 17,007 | $4.15M | 1.14% | +17,007 | New |
| Cohen Capital Management, Inc. | 16,956 | $4.14M | 0.71% | −90−0.5% | Reduced |
| Bouvel Investment Partners, LLC | 16,886 | $4.13M | 2.33% | +583+3.6% | Added |
| JustInvest LLC | 16,554 | $4.04M | 0.42% | +7,065+74.5% | Added |
| Veritable, L.P. | 16,544 | $4.04M | 0.07% | −131−0.8% | Reduced |
| Alps Advisors Inc | 16,489 | $4.03M | 0.04% | −519−3.1% | Reduced |
| Pegasus Asset Management, Inc. | 16,464 | $4.02M | 1.88% | +209+1.3% | Added |
| Plimoth Trust Co LLC | 16,441 | $4.02M | 1.13% | +1,067+6.9% | Added |
| First Interstate Bank | 16,438 | $4.02M | 0.42% | +16,438 | New |
| Birch Hill Investment Advisors LLC | 16,402 | $4.01M | 0.22% | +670+4.3% | Added |
| Corbenic Partners LLC | 16,368 | $4.00M | 1.05% | +1,655+11.2% | Added |
| Walleye Capital LLC | 16,355 | $4.00M | 0.15% | +16,355 | New |
| KMG Fiduciary Partners, LLC | 16,335 | $3.99M | 0.70% | +312+1.9% | Added |
| Morgan Jess S & Co Inc | 16,307 | $3.98M | 2.62% | +1,245+8.3% | Added |
| Stonnington Group, LLC | 16,176 | $3.98M | 0.88% | +1,350+9.1% | Added |
| Bremer Bank National Association | 16,233 | $3.97M | 0.85% | −198−1.2% | Reduced |
| Seven Eight Capital, LP | 16,087 | $3.93M | 0.55% | +16,087 | New |
| Pallas Capital Advisors LLC | 16,072 | $3.92M | 0.55% | +3,810+31.1% | Added |
| Cabot Wealth Management Inc | 16,057 | $3.92M | 0.52% | −171−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.91M | 1.09% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15,920 | $3.89M | 0.32% | +1,071+7.2% | Added |