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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.

Q3 2021 vs. Q2 2021

How the institutions holding Salesforce, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of CRM: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2,071272,188+144
Shares728.9M3.73M766.9M+41.7M (+5.8%)
Value$178.1B$911.3M$207.8B+$30.6B (+17.3%)

27 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (228)

Institutions that held Salesforce, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 228 by value.

Institutions new to CRM in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA3,184,839$863.8M0.96%
GQG Partners LLC2,163,790$586.8M1.61%
Samlyn Capital, LLC679,584$184.3M2.70%
Balyasny Asset Management LLC556,949$151.1M0.72%
Bain Capital Public Equity Management II, LLC536,786$145.6M5.93%
Natixis518,859$140.7M0.49%
Senator Investment Group LP327,000$88.7M1.52%
Rokos Capital Management LLP239,895$65.3M9.84%
Newbrook Capital Advisors LP239,414$64.9M4.73%
Hitchwood Capital Management LP215,000$58.3M2.04%
La Financiere de L'Echiquier200,676$54.4M1.82%
Factory Mutual Insurance Co190,100$51.6M0.64%
Melqart Asset Management (UK) Ltd187,604$50.9M2.58%
Falcon Edge Capital, LP169,103$45.9M3.51%
Shellback Capital, LP164,703$44.7M2.61%
Interval Partners, LP160,291$43.5M2.55%
Junto Capital Management LP138,088$37.5M1.18%
Badgley Phelps Wealth Managers, LLC108,329$29.4M1.07%
Islet Management, LP100,000$27.1M1.30%
Bloom Tree Partners, LLC99,013$26.9M3.57%
Paragon Capital Management Ltd79,796$21.6M3.72%
Caxton Associates LP77,218$20.9M2.95%
Ferguson Wellman Capital Management, Inc70,589$19.1M0.62%
KCL Capital, L.P.67,500$18.3M2.76%
Bokf, NA66,889$18.1M0.31%
Crawford Lake Capital Management, LLC54,767$14.9M9.56%
Psagot Value Holdings Ltd. / (Israel)52,237$14.2M2.44%
Tairen Capital Ltd50,585$13.7M3.44%
BBR Partners, LLC49,538$13.4M1.11%
Oxbow Advisors, LLC49,004$13.3M1.35%
BIT Capital GmbH48,768$13.2M0.77%
Thames Capital Management LLC46,499$12.6M2.75%
Investidor Profissional Gestao de Recursos Ltda.44,249$12.0M2.82%
Armistice Capital, LLC40,000$10.8M0.27%
Picton Mahoney Asset Management38,500$10.4M0.40%
Seven Post Investment Office LP34,629$9.39M2.93%
General American Investors Co Inc32,829$8.90M0.76%
Hickory Lane Capital Management LP30,500$8.27M6.01%
Zweig-DiMenna Associates LLC30,400$8.24M0.58%
Wolverine Asset Management LLC26,963$7.31M0.08%
Breakline Capital LLC26,568$7.21M5.92%
Alberta Investment Management Corp26,400$7.16M0.06%
Liontrust Investment Partners LLP25,400$6.89M0.10%
Gluskin Sheff & Assoc Inc20,477$5.55M0.23%
Green Harvest Asset Management LLC18,044$4.89M0.77%
Cordatus Wealth Management LLC14,789$4.01M3.08%
Connable Office Inc13,771$3.73M0.54%
Pensionfund DSM Netherlands13,600$3.69M0.47%
Roberts Wealth Advisors, LLC13,303$3.61M1.43%
FNY Investment Advisers, LLC13,293$3.60M1.68%
Ibex Investors LLC13,200$3.58M2.47%
Transcend Wealth Collective, LLC11,830$3.49M0.31%
Ferris Capital, LLC11,339$3.44M0.74%
Lombard Odier Asset Management (USA) Corp12,645$3.43M0.50%
Claybrook Capital, LLC12,198$3.31M1.67%
Pictet Bank & Trust Ltd11,833$3.21M1.98%
Tiger Management L.L.C.11,100$3.01M0.56%
U.S. Capital Wealth Advisors, LLC10,918$2.96M0.13%
Stoneridge Investment Partners LLC10,751$2.92M1.46%
Threadgill Financial, LLC10,578$2.91M2.42%
E Fund Management Co., Ltd.10,347$2.81M0.12%
Bluefin Capital Management, LLC10,159$2.75M0.32%
ARS Wealth Advisors Group, LLC9,432$2.56M0.46%
Eisler Capital (UK) Ltd.9,170$2.49M0.29%
Cassia Capital Partners, LLC8,207$2.23M1.53%
Orin Green Financial, LLC8,047$2.18M1.52%
Kaizen Financial Strategies7,928$2.15M1.73%
Northeast Financial Group, Inc.7,649$2.07M1.34%
CMT Capital Markets Trading GmbH6,813$1.84M0.70%
Sovarnum Capital L.P.6,500$1.76M1.67%
Alpha DNA Investment Management LLC6,412$1.74M1.22%
DCM Advisors, LLC6,297$1.71M0.66%
Ipswich Investment Management Co., Inc.6,173$1.67M0.43%
Anson Funds Management LP5,115$1.39M0.17%
B&D White Capital Company, LLC5,075$1.38M0.53%
Ardsley Advisory Partners LP5,000$1.36M0.28%
Bronson Point Management LLC5,000$1.36M0.59%
Greenline Partners, LLC4,997$1.35M0.28%
Donoghue Forlines LLC4,643$1.26M0.24%
Parkside Investments, LLC4,395$1.19M0.25%
Legacy Private Trust Co.4,215$1.14M0.09%
Shorepoint Capital Partners LLC4,147$1.13M0.51%
Wambolt & Associates, LLC900,577$1.06M0.42%
Israel Discount Bank of New York3,785$1.03M0.69%
Concorde Asset Management, LLC3,730$1.01M0.58%
Taylor Wealth Management Partners3,682$999.0K0.36%
AlphaStar Capital Management, LLC3,425$993.0K0.07%
Norris Financial Group, LLC3,582$971.5K0.64%
AGF Investments LLC3,531$958.0K0.09%
G&S Capital LLC3,480$944.0K0.52%
Greystone Financial Group, LLC3,182$863.0K0.26%
Donaldson Capital Management, LLC3,084$836.0K0.04%
Roanoke Asset Management Corp3,019$819.0K0.29%
First National Bank2,981$809.0K0.77%
Baxter Bros Inc2,980$808.0K0.13%
Woodard & Co Asset Management Group Inc2,976$807.0K0.50%
Stansberry Asset Management, LLC2,860$776.0K0.16%
Fulcrum Asset Management LLP–$714.0K0.35%
Parsec Financial Management, Inc.2,289$709.0K0.03%
JB Capital LLC2,591$703.0K0.09%

Sold out (84)

Institutions that held Salesforce, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of CRM in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Renaissance Technologies LLC1,035,181$252.9M
Group One Trading, L.P.209,351$51.1M
HMI Capital Management, L.P.159,916$39.1M
Ergoteles LLC146,933$35.9M
Pactiv General Employee Benefit Trust144,951$35.4M
Blue Whale Capital LLP133,176$32.5M
Voloridge Investment Management, LLC126,622$30.9M
IFM Investors Pty Ltd122,898$30.0M
Worldquant Millennium Advisors LLC110,009$26.9M
Partners Capital Investment Group, LLP109,784$26.8M
ROAM Global Management LP99,069$24.2M
Unigestion Holding SA85,774$21.1M
Clough Capital Partners L P78,950$19.3M
Paloma Partners Management Co76,397$18.7M
AMS Capital Ltda70,000$17.1M
Capital Fund Management S.A.64,653$15.8M
Laurion Capital Management LP57,553$14.1M
Trexquant Investment LP51,861$12.7M
Shanda Asset Management Holdings Ltd50,000$12.2M
AXS Investments LLC43,686$10.7M
Tudor Investment Corp Et Al39,302$9.60M
Duality Advisers, LP35,813$8.75M
Quadrature Capital Ltd32,962$8.05M
BP PLC20,637$5.04M
TOMS Capital Investment Management LP19,400$4.74M
Pearl River Capital, LLC17,007$4.15M
Kapitalo Investimentos Ltda15,151$3.70M
Strategic Vision Investment Ltd10,000$2.44M
Parametrica Management Ltd8,748$2.14M
Viridian Ria, LLC0$2.10M
Edgestream Partners, L.P.8,452$2.06M
Stevens Capital Management LP8,259$2.02M
Magnetar Financial LLC8,015$1.96M
Brookfield Asset Management Inc.5,820$1.42M
Bridgefront Capital, LLC5,520$1.35M
Quantitative Systematic Strategies LLC5,277$1.29M
XR Securities LLC4,537$1.11M
Quantbot Technologies LP4,430$1.08M
Wills Financial Group, Inc.4,354$1.06M
Standard Family Office LLC3,489$852.0K
Ridgecrest Wealth Partners, LLC3,380$826.0K
Versor Investments LP3,208$784.0K
Dynamic Technology Lab Private Ltd3,146$768.0K
Oak Grove Capital LLC3,050$745.0K
Quantamental Technologies LLC2,629$642.0K
Kerntke Otto McGlone Wealth Management Group2,515$614.0K
SageGuard Financial Group, LLC2,503$611.0K
Abacus Wealth Partners, LLC2,138$522.2K
Ovata Capital Management Ltd2,134$521.0K
TimesSquare Capital Management, LLC2,050$501.0K
Neo Ivy Capital Management1,510$369.0K
First American Trust, FSB1,490$364.0K
Machina Capital S.A.S.1,291$315.0K
Sciencast Management LP1,250$308.0K
Security National Bank of Sioux City Iowa1,221$298.0K
Meitav Dash Investments Ltd1,039$254.0K
Benin Management CORP1,025$250.0K
Peachtree Investment Partners, LLC1,025$250.0K
Close Asset Management Ltd1,018$249.0K
united american securities inc. (d/b/a uas asset management)1,000$244.0K
NinePointTwo Capital988$241.0K
Crescent Grove Advisors, LLC945$231.0K
Palladiem, LLC939$229.0K
First Citizens Financial Corp916$224.0K
Founders Financial Alliance, LLC917$223.0K
Patriot Investment Management Inc.880$214.0K
Leverage Partners Absolute Return Fund SPC850$208.0K
Cooper/Haims Advisors, LLC843$206.0K
Single Point Partners, LLC822$201.0K
Dark Forest Capital Management LP566$138.0K
GVO Asset Management Ltd503$123.0K
Gladius Capital Management LP470$115.0K
Parisi Gray Wealth Management435$106.0K
tru Independence LLC370$90.0K
Emerald Advisers, LLC335$82.0K
QVR LLC326$80.0K
Summit Wealth Group, LLC318$78.0K
Perennial Advisors, LLC304$74.0K
Personal Wealth Partners195$48.0K
Flagship Private Wealth, LLC149$37.0K
Paragon Wealth Strategies, LLC98$24.0K
Anfield Capital Management, LLC40$10.0K
Eubel Brady & Suttman Asset Management Inc6$1.00K
Litman Gregory Asset Management LLC474–

Not filed for Q3 2021 yet (27)

Institutions that held Salesforce, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd3,302,722$806.8M
Badgley Phelps & Bell Inc107,017$26.1M
CWM, LLC97,048$23.7M
First Horizon Corp51,688$12.6M
Northstar Investment Advisors LLC33,322$8.06M
Pinnacle Wealth Advisors22,049$5.39M
Bel Air Investment Advisors LLC20,473$5.00M
QS Investors, LLC17,440$4.26M
Usca Ria LLC10,115$2.47M
Elmwood Wealth Management, Inc.8,378$2.05M
ARS Wealth Advisors, LLC8,319$2.03M
Castleview Partners, LLC7,405$1.81M
Geier Asset Management, Inc.7,382$1.80M
Western Wealth Management, LLC7,421$1.80M
Legacy Wealth Partners, Inc.5,936$1.45M
Strategic Wealth Management Group, LLC5,194$1.27M
GoalVest Advisory LLC4,010$980.0K
San Francisco Sentry Investment Group (Ca)3,595$878.0K
Vontobel Swiss Wealth Advisors AG2,907$710.0K
Glenview State Bank Trust Dept.2,300$562.0K
PNC Managed Account Solutions, Inc.1,956$478.0K
MACRO Consulting Group1,524$372.0K
Treybourne Wealth Planners, Inc.1,194$292.0K
20/20 Capital Management, Inc.861$210.0K
Nachman Norwood & Parrott, Inc823$201.0K
FormulaFolio Investments, LLC12$3.00K
Horan Securities, Inc.3$1.00K