Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q3 2021

Institutional positions in Salesforce, Inc. as of Sep 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: 2,188; +144 vs. Q2 2021
Shares held: 766.9M; +41.7M (+5.8%) vs. Q2 2021
Total value: $207.8B; +$30.6B (+17.3%) vs. Q2 2021
New holders: 228; 1,206 more added
Sold out: 84; 527 more reduced

27 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 2,188 institutions

Value heldQ3 2021: $207.8B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q3 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2021.

Institutions holding CRM in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
USA Financial Portformulas Corp	4	$1.00K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	5	$1.00K	0.00%	+5	New
Red Tortoise LLC	8	$1.00K	0.00%	+8	New
CVA Family Office, LLC	9	$2.00K	0.00%	−1,709−99.5%	Reduced
IronBridge Private Wealth, LLC	7	$2.00K	0.00%	+7	New
Disciplined Investments, LLC	10	$3.00K	0.00%	+2+25.0%	Added
Centerpoint Advisors, LLC	15	$4.00K	0.00%	+15	New
Sageworth Trust Co	20	$5.00K	0.00%	−50−71.4%	Reduced
Financial Enhancement Group LLC	19	$5.00K	0.00%	00.0%	Unchanged
James Investment Research Inc	17	$5.00K	0.00%	00.0%	Unchanged
Lake Point Wealth Management	20	$5.00K	0.00%	+5+33.3%	Added
Lowe Wealth Advisors, LLC	18	$5.00K	0.00%	+10+125.0%	Added
Coastal Capital Group, Inc.	22	$6.00K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	20	$6.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	21	$6.00K	0.00%	+20+2,000.0%	Added
Global Financial Private Client, LLC	23	$6.33K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	26	$7.00K	0.00%	−32−55.2%	Reduced
Moisand Fitzgerald Tamayo, LLC	24	$7.00K	0.00%	+9+60.0%	Added
Your Advocates Ltd., LLP	24	$7.00K	0.00%	+24	New
Bourgeon Capital Management LLC	30	$8.00K	0.00%	00.0%	Unchanged
Ranger Investment Management, L.P.	28	$8.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	28	$8.00K	0.01%	00.0%	Unchanged
Bellwether Advisors, LLC	32	$8.00K	0.00%	+32	New
Savior LLC	34	$9.00K	0.01%	−320−90.4%	Reduced
Roble, Belko & Company, Inc	34	$9.00K	0.00%	00.0%	Unchanged
Moser Wealth Advisors, LLC	33	$9.00K	0.01%	00.0%	Unchanged
Atwood & Palmer Inc	33	$9.00K	0.00%	+33	New
Guidance Point Advisors, LLC	38	$9.00K	0.00%	+38	New
Cranbrook Wealth Management, LLC	36	$10.0K	0.00%	+36	New
American Research & Management Co.	40	$11.0K	0.00%	00.0%	Unchanged
First Quadrant L P	42	$11.0K	0.00%	+42	New
Simplex Trading, LLC	50	$12.0K	0.00%	00.0%	Unchanged
Vectors Research Management, LLC	45	$12.0K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	44	$12.0K	0.01%	+5+12.8%	Added
PrairieView Partners, LLC	50	$14.0K	0.00%	−25−33.3%	Reduced
Lee Financial Co	51	$14.0K	0.00%	+32+168.4%	Added
Macroview Investment Management LLC	51	$14.0K	0.02%	+51	New
TD Capital Management LLC	55	$15.0K	0.00%	00.0%	Unchanged
Park Circle Co	54	$15.0K	0.01%	+54	New
Toth Financial Advisory Corp	60	$16.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	60	$16.0K	0.02%	+60	New
Catalyst Capital Advisors LLC	64	$17.0K	0.00%	+64	New
Kelly Financial Services LLC	65	$17.6K	0.01%	−9,462−99.3%	Reduced
Sterling Financial Planning, Inc.	66	$18.0K	0.01%	00.0%	Unchanged
AlphaMark Advisors, LLC	68	$18.0K	0.01%	+38+126.7%	Added
Financial Perspectives, Inc	70	$19.0K	0.01%	+70	New
Pacifica Partners Inc.	67	$19.0K	0.01%	+50+294.1%	Added
Core Alternative Capital	77	$21.0K	0.00%	+77	New
Avondale Wealth Management	80	$22.0K	0.02%	00.0%	Unchanged
First National Bank of South Miami	86	$23.0K	0.02%	00.0%	Unchanged
Stephenson National Bank & Trust	88	$24.0K	0.02%	00.0%	Unchanged
Pflug Koory, LLC	89	$24.0K	0.01%	+9+11.3%	Added
Stuart Chaussee & Associates, Inc.	91	$25.0K	0.04%	00.0%	Unchanged
Crescent Capital Consulting, LLC	92	$25.0K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	84	$25.2K	0.01%	−11−11.6%	Reduced
Dividend Assets Capital, LLC	100	$27.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	101	$27.0K	0.01%	+2+2.0%	Added
Capital Advisors, Ltd. LLC	100	$27.0K	0.00%	00.0%	Unchanged
Estabrook Capital Management	100	$27.1K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	108	$29.0K	0.02%	00.0%	Unchanged
Bellevue Asset Management, LLC	110	$30.0K	0.02%	−22−16.7%	Reduced
Atlas Private Wealth Advisors	110	$30.0K	0.02%	−17−13.4%	Reduced
Cedar Mountain Advisors, LLC	111	$30.0K	0.01%	00.0%	Unchanged
Retirement Group, LLC	110	$30.0K	0.01%	+12+12.2%	Added
Joseph P. Lucia & Associates, LLC	112	$30.0K	0.02%	+99+761.5%	Added
Old North State Trust, LLC	114	$31.0K	0.03%	00.0%	Unchanged
MBM Wealth Consultants, LLC	118	$32.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	121	$33.0K	0.00%	−15−11.0%	Reduced
Rosenberg Matthew Hamilton	125	$34.0K	0.01%	+125	New
First PREMIER Bank	130	$35.0K	0.01%	00.0%	Unchanged
First Bank & Trust	130	$35.0K	0.02%	00.0%	Unchanged
John W. Brooker & Co., CPAs	129	$35.0K	0.02%	00.0%	Unchanged
First Personal Financial Services	132	$36.0K	0.01%	+60+83.3%	Added
MCF Advisors LLC	143	$39.0K	0.00%	+143	New
Raffa Wealth Management, LLC	149	$40.4K	0.01%	+4+2.8%	Added
Graves-Light Private Wealth Management, Inc.	151	$41.0K	0.01%	+6+4.1%	Added
Larson Financial Group LLC	154	$42.0K	0.01%	+17+12.4%	Added
Costello Asset Management, INC	154	$42.0K	0.03%	+70+83.3%	Added
Duncker Streett & Co Inc	163	$44.0K	0.01%	00.0%	Unchanged
Walled Lake Planning & Wealth Management, LLC	161	$44.0K	0.03%	+1+0.6%	Added
McCarthy Grittinger Financial Group, LLC	165	$44.8K	0.02%	00.0%	Unchanged
Wealth Quarterback LLC	165	$45.0K	0.03%	+19+13.0%	Added
Carmichael Hill & Associates, Inc.	166	$45.0K	0.03%	+56+50.9%	Added
Trust Co	171	$46.0K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	169	$46.0K	0.01%	+61+56.5%	Added
McCarthy Asset Management, Inc.	171	$46.0K	0.03%	+102+147.8%	Added
Tacita Capital Inc	174	$47.0K	0.03%	00.0%	Unchanged
Column Capital Advisors, LLC	175	$47.0K	0.01%	+28+19.0%	Added
Tortoise Investment Management, LLC	179	$49.0K	0.01%	00.0%	Unchanged
Aspire Private Capital, LLC	200	$54.0K	0.02%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	204	$55.0K	0.03%	−13−6.0%	Reduced
HBC Financial Services, PLLC	205	$56.0K	0.04%	−5−2.4%	Reduced
Ibex Wealth Advisors	216	$59.0K	0.01%	+216	New
Vigilant Capital Management, LLC	226	$61.0K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	230	$62.0K	0.04%	00.0%	Unchanged
Delta Asset Management LLC	234	$63.0K	0.01%	00.0%	Unchanged
Old Second National Bank of Aurora	232	$63.0K	0.02%	+155+201.3%	Added
Charter Oak Capital Management, LLC	235	$64.0K	0.01%	+70+42.4%	Added
Clearview Wealth Advisors LLC	240	$65.0K	0.04%	+78+48.1%	Added