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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 4,565 | $1.24M | 0.87% | +104+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,581 | $1.24M | 0.14% | +405+9.7% | Added |
| Financial Advocates Investment Management | 4,582 | $1.24M | 0.09% | +859+23.1% | Added |
| Eads & Heald Wealth Management | 4,588 | $1.24M | 0.60% | +114+2.5% | Added |
| Country Club Trust Company, n.a. | 4,608 | $1.25M | 0.11% | +167+3.8% | Added |
| Headinvest, LLC | 4,597 | $1.25M | 0.24% | −167−3.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,601 | $1.25M | 0.54% | +155+3.5% | Added |
| University of Notre Dame du Lac | 4,611 | $1.25M | 3.96% | −361−7.3% | Reduced |
| Teamwork Financial Advisors, LLC | 4,619 | $1.25M | 0.25% | +148+3.3% | Added |
| Evoke Wealth, LLC | 4,841 | $1.25M | 0.05% | +269+5.9% | Added |
| Mirabella Financial Services LLP | 4,623 | $1.25M | 0.16% | −9,886−68.1% | Reduced |
| Accretive Wealth Partners, LLC | 4,622 | $1.25M | 0.88% | +77+1.7% | Added |
| Donoghue Forlines LLC | 4,643 | $1.26M | 0.24% | +4,643 | New |
| StoneX Group Inc. | 4,649 | $1.26M | 0.18% | +693+17.5% | Added |
| Avantax Planning Partners, Inc. | 4,680 | $1.27M | 0.06% | −1,022−17.9% | Reduced |
| TLWM | 4,682 | $1.27M | 0.48% | +206+4.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.27M | 0.48% | 00.0% | Unchanged |
| V2 Financial group LLC | 4,701 | $1.28M | 1.10% | +1,200+34.3% | Added |
| Change Path, LLC | 4,707 | $1.28M | 0.08% | +439+10.3% | Added |
| Midwest Professional Planners, LTD. | 4,729 | $1.28M | 0.68% | +53+1.1% | Added |
| Capital Investment Advisors, LLC | 4,730 | $1.28M | 0.04% | +835+21.4% | Added |
| FLC Capital Advisors | 4,754 | $1.29M | 0.38% | −5−0.1% | Reduced |
| Stokes Family Office, LLC | 4,759 | $1.29M | 0.18% | +124+2.7% | Added |
| Wintrust Investments LLC | 4,763 | $1.29M | 0.17% | −370−7.2% | Reduced |
| Capital Planning Advisors, LLC | 4,766 | $1.29M | 0.27% | −103−2.1% | Reduced |
| Asset Dedication, LLC | 4,751 | $1.30M | 0.17% | +1,267+36.4% | Added |
| Rinet Co LLC | 4,880 | $1.32M | 0.25% | +357+7.9% | Added |
| Kistler-Tiffany Companies, LLC | 4,899 | $1.33M | 0.30% | −765−13.5% | Reduced |
| Vista Private Wealth Partners. LLC | 4,913 | $1.33M | 0.55% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,922 | $1.33M | 0.42% | +10+0.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,925 | $1.34M | 0.71% | +550+12.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,940 | $1.34M | 0.30% | +245+5.2% | Added |
| Brandywine Oak Private Wealth LLC | 4,948 | $1.34M | 0.16% | +384+8.4% | Added |
| RMR Wealth Builders | 4,973 | $1.35M | 0.40% | +135+2.8% | Added |
| FinTrust Capital Advisors, LLC | 2,975 | $1.35M | 0.36% | +1,950+190.2% | Added |
| Financial Architects, Inc | 4,980 | $1.35M | 0.20% | +1,525+44.1% | Added |
| Legacy Bridge, LLC | 4,984 | $1.35M | 0.78% | +60+1.2% | Added |
| Perennial Investment Advisors, LLC | 5,005 | $1.35M | 0.48% | +416+9.1% | Added |
| Greenline Partners, LLC | 4,997 | $1.35M | 0.28% | +4,997 | New |
| Gryphon Financial Partners LLC | 4,998 | $1.36M | 0.32% | −289−5.5% | Reduced |
| Ardsley Advisory Partners LP | 5,000 | $1.36M | 0.28% | +5,000 | New |
| Bronson Point Management LLC | 5,000 | $1.36M | 0.59% | +5,000 | New |
| Gamco Investors, Inc. Et Al | 5,002 | $1.36M | 0.01% | −161−3.1% | Reduced |
| Bryn Mawr Trust Co | 5,014 | $1.36M | 0.05% | −15−0.3% | Reduced |
| Waycross Partners, LLC | 5,046 | $1.37M | 0.86% | −1,600−24.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,064 | $1.37M | 0.08% | +2,748+118.7% | Added |
| B&D White Capital Company, LLC | 5,075 | $1.38M | 0.53% | +5,075 | New |
| Summit Global Investments | 5,092 | $1.38M | 0.10% | −2,369−31.8% | Reduced |
| Quadrant Capital Group LLC | 5,095 | $1.38M | 0.19% | +556+12.2% | Added |
| Bond & Devick Financial Network, Inc. | 5,115 | $1.39M | 1.15% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,115 | $1.39M | 0.17% | +5,115 | New |
| Next Century Growth Investors LLC | 5,145 | $1.40M | 0.12% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,234 | $1.42M | 0.37% | +2,284+77.4% | Added |
| Curbstone Financial Management Corp | 5,256 | $1.43M | 0.27% | 00.0% | Unchanged |
| Sky Investment Group LLC | 5,294 | $1.44M | 0.32% | +324+6.5% | Added |
| M&R Capital Management Inc | 5,298 | $1.44M | 0.33% | +528+11.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,361 | $1.45M | 0.38% | −49−0.9% | Reduced |
| Castle Rock Wealth Management, LLC | 4,704 | $1.46M | 0.50% | −10−0.2% | Reduced |
| Alaethes Wealth LLC | 5,407 | $1.47M | 1.07% | +90+1.7% | Added |
| Vista Wealth Management Group, LLC | 5,404 | $1.47M | 0.26% | +4,460+472.5% | Added |
| Community Bank & Trust, Waco, Texas | 5,442 | $1.48M | 0.48% | +452+9.1% | Added |
| First United Bank Trust | 5,457 | $1.48M | 0.60% | +170+3.2% | Added |
| Bard Financial Services, Inc. | 5,485 | $1.49M | 0.13% | +75+1.4% | Added |
| First Manhattan Co | 5,491 | $1.49M | 0.01% | +485+9.7% | Added |
| Davidson Capital Management Inc. | 5,541 | $1.50M | 0.76% | +123+2.3% | Added |
| Brown Brothers Harriman & Co | 5,543 | $1.50M | 0.01% | +140+2.6% | Added |
| Rossmore Private Capital | 5,553 | $1.51M | 0.26% | +90+1.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,563 | $1.51M | 1.20% | −29−0.5% | Reduced |
| 1st Source Bank | 5,574 | $1.51M | 0.10% | +182+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 5,582 | $1.51M | 0.22% | +425+8.2% | Added |
| BigSur Wealth Management LLC | 5,600 | $1.52M | 0.68% | +1,200+27.3% | Added |
| Wealthcare Advisory Partners LLC | 5,608 | $1.52M | 0.10% | +212+3.9% | Added |
| Westover Capital Advisors, LLC | 5,635 | $1.53M | 0.48% | +2,036+56.6% | Added |
| Arkadios Wealth Advisors | 5,646 | $1.53M | 0.22% | −2,829−33.4% | Reduced |
| Sawtooth Solutions, LLC | 5,650 | $1.53M | 0.24% | +1,863+49.2% | Added |
| Norway Savings Bank | 5,682 | $1.54M | 0.73% | +382+7.2% | Added |
| Wakefield Asset Management LLLP | 5,712 | $1.55M | 0.58% | −69−1.2% | Reduced |
| Optas, LLC | 5,777 | $1.57M | 0.46% | +24+0.4% | Added |
| NVWM, LLC | 5,786 | $1.57M | 0.56% | +234+4.2% | Added |
| Wealth Alliance | 5,784 | $1.57M | 0.35% | +328+6.0% | Added |
| Heritage Trust Co | 5,794 | $1.57M | 0.22% | +359+6.6% | Added |
| Savant Capital, LLC | 5,842 | $1.58M | 0.06% | +2,029+53.2% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.59M | 0.29% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 5,858 | $1.59M | 0.18% | +4,400+301.8% | Added |
| Eastern Bank | 5,867 | $1.59M | 0.08% | −930−13.7% | Reduced |
| Rosenbaum Jay D. | 5,870 | $1.59M | 2.65% | −173−2.9% | Reduced |
| Advisor Resource Council | 5,879 | $1.59M | 0.49% | −479−7.5% | Reduced |
| Mizuho Securities Co. Ltd. | 5,926 | $1.61M | 0.47% | −2,140−26.5% | Reduced |
| EP Wealth Advisors, LLC | 5,928 | $1.61M | 0.04% | +1,724+41.0% | Added |
| Barrett Asset Management, LLC | 5,937 | $1.61M | 0.07% | +105+1.8% | Added |
| Columbia Trust Co 01012016 | 5,948 | $1.61M | 0.85% | +175+3.0% | Added |
| Proequities, Inc. | 5,977 | $1.62M | 0.10% | +1,941+48.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,980 | $1.62M | 1.01% | −65−1.1% | Reduced |
| Wealth Management Partners, LLC | 5,985 | $1.62M | 1.20% | +174+3.0% | Added |
| Central Bank & Trust Co | 6,025 | $1.63M | 0.27% | −58−1.0% | Reduced |
| Cribstone Capital Management, LLC | 6,027 | $1.64M | 0.97% | −22−0.4% | Reduced |
| First Pacific Advisors, LP | 6,040 | $1.64M | 0.02% | −1,475−19.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 6,054 | $1.64M | 0.04% | +5,266+668.3% | Added |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.64M | 0.59% | +15+0.2% | Added |
| Ascension Asset Management LLC | 6,050 | $1.64M | 1.07% | 00.0% | Unchanged |