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 |
|---|---|---|---|---|---|
| Frontier Wealth Management LLC | 15,818 | $3.86M | 0.27% | −58−0.4% | Reduced |
| Dillon & Associates Inc | 15,728 | $3.84M | 0.75% | +280+1.8% | Added |
| Gemmer Asset Management LLC | 15,638 | $3.82M | 0.53% | +14+0.1% | Added |
| Shelton Capital Management | 15,597 | $3.81M | 0.14% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 15,624 | $3.80M | 0.17% | +3,724+31.3% | Added |
| Great Valley Advisor Group, Inc. | 15,706 | $3.80M | 0.28% | −231−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,432 | $3.77M | 0.18% | −565−3.5% | Reduced |
| ICONIQ Capital, LLC | 15,430 | $3.77M | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 15,431 | $3.77M | 2.10% | +70+0.5% | Added |
| Vestcor Inc | 15,398 | $3.76M | 0.13% | −1,699−9.9% | Reduced |
| Beech Hill Advisors, Inc. | 15,305 | $3.74M | 1.52% | −50.0% | Reduced |
| Strategic Wealth Designers | 15,162 | $3.70M | 1.31% | +4,591+43.4% | Added |
| Kapitalo Investimentos Ltda | 15,151 | $3.70M | 1.72% | −2,863−15.9% | Reduced |
| First Hawaiian Bank | 15,136 | $3.70M | 0.15% | −7,654−33.6% | Reduced |
| NBT Bank N A | 15,133 | $3.70M | 0.51% | −95−0.6% | Reduced |
| Mirova | 15,130 | $3.69M | 0.44% | −591−3.8% | Reduced |
| Winch Advisory Services, LLC | 15,046 | $3.67M | 1.32% | +61+0.4% | Added |
| Van Strum & Towne Inc. | 15,032 | $3.67M | 1.76% | −100−0.7% | Reduced |
| Hoylecohen, LLC | 15,032 | $3.67M | 0.35% | +504+3.5% | Added |
| Laurel Wealth Advisors LLC | 15,004 | $3.67M | 0.81% | +180+1.2% | Added |
| Hills Bank & Trust Co | 14,884 | $3.64M | 0.55% | +47+0.3% | Added |
| Argent Trust Co | 14,855 | $3.63M | 0.24% | +861+6.2% | Added |
| Strategic Advisors LLC | 14,774 | $3.61M | 0.94% | +1,006+7.3% | Added |
| BFSG, LLC | 14,740 | $3.60M | 0.65% | +1,110+8.1% | Added |
| Mizuho Securities USA LLC | 14,681 | $3.59M | 0.29% | −9,165−38.4% | Reduced |
| Philadelphia Trust Co | 14,585 | $3.56M | 0.25% | +310+2.2% | Added |
| Beese Fulmer Investment Management, Inc. | 14,580 | $3.56M | 0.40% | +2,174+17.5% | Added |
| Colony Group LLC | 14,573 | $3.56M | 0.07% | −1,261−8.0% | Reduced |
| Arlington Financial Advisors, LLC | 14,555 | $3.56M | 1.35% | +949+7.0% | Added |
| Brookstone Capital Management | 14,547 | $3.55M | 0.06% | +12,970+822.4% | Added |
| Platte River Wealth Advisors, LLC | 14,517 | $3.55M | 1.35% | +572+4.1% | Added |
| Mirabella Financial Services LLP | 14,509 | $3.54M | 0.68% | +5,142+54.9% | Added |
| Summit Trail Advisors, LLC | 14,479 | $3.54M | 0.31% | −1,595−9.9% | Reduced |
| Geneva Capital Management LLC | 14,389 | $3.52M | 0.06% | −57−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 14,347 | $3.50M | 0.42% | −30−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,219 | $3.47M | 0.19% | −195−1.4% | Reduced |
| Linscomb & Williams, Inc. | 14,215 | $3.47M | 0.18% | +824+6.2% | Added |
| Northern Oak Wealth Management Inc | 14,199 | $3.47M | 0.42% | +2,266+19.0% | Added |
| Schmidt P J Investment Management Inc | 13,938 | $3.46M | 0.69% | −78−0.6% | Reduced |
| Enterprise Bank & Trust Co | 14,135 | $3.45M | 1.36% | +122+0.9% | Added |
| Aft, Forsyth & Company, Inc. | 14,102 | $3.44M | 1.84% | −865−5.8% | Reduced |
| Elk River Wealth Management, LLC | 14,083 | $3.44M | 0.89% | +193+1.4% | Added |
| Morningstar Investment Services LLC | 13,967 | $3.43M | 0.04% | −15,221−52.1% | Reduced |
| Capstone Investment Advisors, LLC | 13,941 | $3.40M | 0.08% | −98,720−87.6% | Reduced |
| Winton Group Ltd | 13,924 | $3.40M | 0.18% | +13,924 | New |
| Fundamentun, LLC | 13,883 | $3.39M | 0.93% | +1,223+9.7% | Added |
| High Note Wealth, LLC | 13,831 | $3.38M | 1.23% | −276−2.0% | Reduced |
| Tsai Capital Corp | 13,795 | $3.37M | 3.09% | −1,054−7.1% | Reduced |
| Teza Capital Management LLC | 13,763 | $3.36M | 0.55% | +13,763 | New |
| Lake Street Financial LLC | 13,661 | $3.35M | 0.85% | +264+2.0% | Added |
| Capital Analysts, LLC | 13,658 | $3.34M | 0.22% | +371+2.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 13,629 | $3.33M | 1.85% | +412+3.1% | Added |
| J.W. Cole Advisors, Inc. | 13,504 | $3.30M | 0.26% | +66+0.5% | Added |
| Minot Wealth Management LLC | 13,517 | $3.30M | 0.72% | −1,806−11.8% | Reduced |
| Grandview Asset Management LLC | 13,485 | $3.29M | 1.81% | −1,278−8.7% | Reduced |
| Pinnacle Associates Ltd | 13,454 | $3.29M | 0.06% | −3,635−21.3% | Reduced |
| Pitcairn Co | 13,445 | $3.28M | 0.22% | −67−0.5% | Reduced |
| We Are One Seven, LLC | 13,270 | $3.24M | 0.45% | +3,780+39.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,256 | $3.24M | 0.33% | −794−5.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,248 | $3.24M | 0.19% | +2,920+28.3% | Added |
| Courier Capital LLC | 13,236 | $3.23M | 0.31% | −152−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,236 | $3.23M | 0.11% | +620+4.9% | Added |
| Kelly Lawrence W & Associates Inc | 13,205 | $3.23M | 0.69% | +870+7.1% | Added |
| CAPROCK Group, Inc. | 13,203 | $3.23M | 0.29% | −270−2.0% | Reduced |
| V Wealth Advisors LLC | 13,159 | $3.22M | 0.51% | −2,514−16.0% | Reduced |
| Fulton Bank, N.A. | 13,009 | $3.18M | 0.15% | −189−1.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 12,989 | $3.17M | 0.74% | −285−2.1% | Reduced |
| Veriti Management LLC | 12,965 | $3.17M | 0.47% | +3,373+35.2% | Added |
| KG&L Capital Management,LLC | 12,938 | $3.16M | 1.44% | −1,550−10.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,901 | $3.15M | 0.06% | +1,851+16.8% | Added |
| Ameritas Investment Partners, Inc. | 12,850 | $3.14M | 0.11% | −151−1.2% | Reduced |
| Birinyi Associates Inc | 12,800 | $3.13M | 1.09% | −5,500−30.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,737 | $3.11M | 0.06% | −915−6.7% | Reduced |
| Brown Advisory Securities, LLC | 12,719 | $3.11M | 0.49% | −87−0.7% | Reduced |
| Canandaigua National Corp | 12,601 | $3.08M | 0.50% | −71−0.6% | Reduced |
| Lockheed Martin Investment Management Co | 12,586 | $3.07M | 0.16% | −3,640−22.4% | Reduced |
| Hixon Zuercher, LLC | 12,574 | $3.07M | 1.85% | −3,910−23.7% | Reduced |
| Callahan Advisors, LLC | 12,550 | $3.07M | 0.39% | +4,072+48.0% | Added |
| Clarius Group, LLC | 12,541 | $3.06M | 0.27% | +146+1.2% | Added |
| Essex Investment Management Co LLC | 12,464 | $3.04M | 0.35% | −2,321−15.7% | Reduced |
| Comerica Securities,inc. | 12,389 | $3.03M | 0.23% | −257−2.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 12,355 | $3.02M | 2.32% | +239+2.0% | Added |
| Lincoln National Corp | 12,322 | $3.01M | 0.06% | +566+4.8% | Added |
| IFP Advisors, Inc | 12,079 | $2.94M | 0.06% | +4,370+56.7% | Added |
| Blackhawk Capital Partners LLC. | 13,853 | $2.94M | 1.99% | +932+7.2% | Added |
| Bridge Creek Capital Management LLC | 39,517 | $2.93M | 1.11% | −260−0.7% | Reduced |
| Michael B. Yongue | 12,000 | $2.93M | 2.14% | +43+0.4% | Added |
| Avalon Investment & Advisory | 12,000 | $2.93M | 0.07% | +3,097+34.8% | Added |
| Thoroughbred Financial Services, LLC | 11,989 | $2.93M | 0.73% | −785−6.1% | Reduced |
| Intersect Capital LLC | 11,984 | $2.93M | 0.52% | +608+5.3% | Added |
| Dana Investment Advisors, Inc. | 11,952 | $2.92M | 0.13% | −5,873−32.9% | Reduced |
| Segall Bryant & Hamill, LLC | 11,758 | $2.86M | 0.03% | −134−1.1% | Reduced |
| Zeke Capital Advisors, LLC | 11,647 | $2.85M | 0.18% | +22+0.2% | Added |
| TCTC Holdings, LLC | 11,633 | $2.84M | 0.13% | +549+5.0% | Added |
| Dakota Wealth Management | 11,591 | $2.83M | 0.34% | +4,172+56.2% | Added |
| Private Trust Co NA | 11,509 | $2.81M | 0.43% | −240−2.0% | Reduced |
| Asio Capital, LLC | 11,487 | $2.81M | 0.99% | +875+8.2% | Added |
| Trustmark National Bank Trust Department | 11,422 | $2.79M | 0.22% | +3,142+37.9% | Added |
| Credit Agricole S A | 11,422 | $2.79M | 0.09% | −1,136−9.0% | Reduced |
| Park Avenue Securities LLC | 11,408 | $2.79M | 0.06% | +1,244+12.2% | Added |