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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 6,076 | $1.65M | 0.07% | +9+0.1% | Added |
| WealthShield Partners, LLC | 6,095 | $1.65M | 0.44% | +733+13.7% | Added |
| GFG Capital, LLC | 6,112 | $1.66M | 0.52% | +235+4.0% | Added |
| Blue Square Asset Management, LLC | 6,122 | $1.66M | 1.04% | +248+4.2% | Added |
| EPG Wealth Management LLC | 6,135 | $1.66M | 0.67% | +154+2.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,162 | $1.67M | 0.44% | +1,247+25.4% | Added |
| Ipswich Investment Management Co., Inc. | 6,173 | $1.67M | 0.43% | +6,173 | New |
| WT Wealth Management | 6,187 | $1.68M | 0.65% | +408+7.1% | Added |
| Canvas Wealth Advisors, LLC | 6,196 | $1.68M | 0.69% | −245−3.8% | Reduced |
| Orion Capital Management LLC | 6,196 | $1.68M | 1.02% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 6,200 | $1.68M | 2.05% | +3,100+100.0% | Added |
| HBK Sorce Advisory LLC | 6,205 | $1.68M | 0.09% | +229+3.8% | Added |
| Atlas Brown,Inc. | 6,220 | $1.69M | 0.73% | +102+1.7% | Added |
| Nikulski Financial, Inc. | 6,220 | $1.69M | 0.78% | +1,448+30.3% | Added |
| BDO Wealth Advisors, LLC | 6,234 | $1.69M | 0.19% | −6−0.1% | Reduced |
| Mutual Advisors, LLC | 6,234 | $1.69M | 0.10% | +839+15.6% | Added |
| Clear Harbor Asset Management, LLC | 6,263 | $1.70M | 0.20% | +7+0.1% | Added |
| Voya Financial Advisors, Inc. | 6,298 | $1.70M | 0.21% | +288+4.8% | Added |
| Ritholtz Wealth Management | 6,288 | $1.71M | 0.12% | +740+13.3% | Added |
| Inscription Capital, LLC | 6,293 | $1.71M | 0.54% | +2,400+61.6% | Added |
| Prelude Capital Management, LLC | 6,293 | $1.71M | 0.09% | +4,357+225.1% | Added |
| DCM Advisors, LLC | 6,297 | $1.71M | 0.66% | +6,297 | New |
| Bailard, Inc. | 6,352 | $1.72M | 0.06% | +130+2.1% | Added |
| Mid Atlantic Financial Management Inc | 6,355 | $1.72M | 0.12% | +1,434+29.1% | Added |
| Quadrant Private Wealth Management, LLC | 6,365 | $1.73M | 0.71% | −4,793−43.0% | Reduced |
| Albion Financial Group | 6,390 | $1.73M | 0.15% | +232+3.8% | Added |
| Alpha DNA Investment Management LLC | 6,412 | $1.74M | 1.22% | +6,412 | New |
| Fukoku Mutual Life Insurance Co | 6,420 | $1.74M | 0.14% | +890+16.1% | Added |
| Hyman Charles D | 6,471 | $1.75M | 0.12% | +164+2.6% | Added |
| Element Pointe Advisors, LLC | 6,490 | $1.76M | 0.59% | −5−0.1% | Reduced |
| Abbot Financial Management, Inc. | 6,500 | $1.76M | 0.80% | +48+0.7% | Added |
| Sovarnum Capital L.P. | 6,500 | $1.76M | 1.67% | +6,500 | New |
| BOK Financial Private Wealth, Inc. | 6,509 | $1.76M | 0.14% | −9,411−59.1% | Reduced |
| Bienville Capital Management, LLC | 6,520 | $1.77M | 1.01% | +780+13.6% | Added |
| MidWestOne Financial Group, Inc. | 6,535 | $1.77M | 0.42% | −75−1.1% | Reduced |
| Arden Trust Co | 6,551 | $1.78M | 0.30% | +250+4.0% | Added |
| Compton Capital Management Inc | 6,560 | $1.78M | 0.52% | −200−3.0% | Reduced |
| Bangor Savings Bank | 6,581 | $1.78M | 0.19% | +3,239+96.9% | Added |
| Intrua Financial, LLC | 6,051 | $1.79M | 0.33% | +322+5.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,594 | $1.79M | 0.57% | +559+9.3% | Added |
| Compton Wealth Advisory Group, LLC | 6,723 | $1.82M | 0.86% | −168−2.4% | Reduced |
| Bridgewater Associates, LP | 6,734 | $1.83M | 0.01% | +5,494+443.1% | Added |
| Clark Capital Management Group, Inc. | 6,738 | $1.83M | 0.02% | +24+0.4% | Added |
| Signature Wealth Management Group | 6,775 | $1.84M | 1.02% | +765+12.7% | Added |
| CMT Capital Markets Trading GmbH | 6,813 | $1.84M | 0.70% | +6,813 | New |
| Capital Management Associates | 6,820 | $1.85M | 1.82% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,925 | $1.88M | 0.34% | +318+4.8% | Added |
| EPIQ Capital Group, LLC | 6,932 | $1.88M | 0.19% | +157+2.3% | Added |
| Equitable Holdings, Inc. | 6,955 | $1.89M | 0.03% | −579−7.7% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.89M | 0.46% | +176+2.6% | Added |
| Bluestein R H & Co | 6,981 | $1.89M | 0.08% | +366+5.5% | Added |
| Sunbelt Securities, Inc. | 7,959 | $1.90M | 0.34% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,000 | $1.90M | 0.14% | −366−5.0% | Reduced |
| Ironwood Investment Management LLC | 7,007 | $1.90M | 0.98% | −90−1.3% | Reduced |
| Carroll Financial Associates, Inc. | 7,010 | $1.90M | 0.11% | −2,031−22.5% | Reduced |
| Moseley Investment Management Inc | 6,910 | $1.90M | 0.95% | +12+0.2% | Added |
| Keudell/Morrison Wealth Management | 7,018 | $1.90M | 0.82% | −70−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 7,040 | $1.91M | 0.39% | −12−0.2% | Reduced |
| Davenport & Co LLC | 7,037 | $1.91M | 0.01% | +1,438+25.7% | Added |
| Jackson Hole Capital Partners, LLC | 7,051 | $1.91M | 0.62% | +292+4.3% | Added |
| Derby & Company, Inc | 7,066 | $1.92M | 0.39% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 7,066 | $1.92M | 0.61% | +1,323+23.0% | Added |
| Karani Asset Management LLC | 7,072 | $1.92M | 0.93% | +1,937+37.7% | Added |
| Berman Capital Advisors, LLC | 7,082 | $1.92M | 0.30% | +2,201+45.1% | Added |
| Field & Main Bank | 7,085 | $1.92M | 1.26% | −385−5.2% | Reduced |
| Intact Investment Management Inc. | 7,100 | $1.93M | 0.05% | +300+4.4% | Added |
| Penobscot Investment Management Company, Inc. | 7,110 | $1.93M | 0.29% | 00.0% | Unchanged |
| Emerson Point Capital LP | 7,127 | $1.93M | 0.29% | 00.0% | Unchanged |
| Camden Capital, LLC | 7,129 | $1.93M | 0.39% | +590+9.0% | Added |
| Pennsylvania Capital Management Inc | 6,627 | $1.94M | 0.86% | +75+1.1% | Added |
| Madden Securities Corp | 7,193 | $1.95M | 1.06% | −2,185−23.3% | Reduced |
| Laidlaw Wealth Management LLC | 7,207 | $1.96M | 0.50% | +235+3.4% | Added |
| IHT Wealth Management, LLC | 7,216 | $1.96M | 0.16% | −1,250−14.8% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.97M | 1.64% | +310+4.4% | Added |
| United Bank | 7,326 | $1.99M | 1.26% | −128−1.7% | Reduced |
| Wade G W & Inc | 7,336 | $1.99M | 0.09% | +317+4.5% | Added |
| Bay Rivers Group | 7,358 | $2.00M | 1.36% | +278+3.9% | Added |
| Gs Investments, Inc. | 7,379 | $2.00M | 1.05% | −10−0.1% | Reduced |
| Cornerstone National Bank & Trust Co | 7,419 | $2.01M | 0.89% | +120+1.6% | Added |
| Integrated Advisors Network LLC | 7,433 | $2.02M | 0.13% | +3,854+107.7% | Added |
| Checchi Capital Advisers, LLC | 7,462 | $2.02M | 0.25% | −350−4.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 7,474 | $2.03M | 0.73% | −30−0.4% | Reduced |
| Investors Financial Group, LLC | 7,491 | $2.03M | 1.07% | −70−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 8,344 | $2.04M | 0.22% | 00.0% | Unchanged |
| Navalign, LLC | 7,598 | $2.06M | 0.87% | −70−0.9% | Reduced |
| Oxler Private Wealth LLC | 7,600 | $2.06M | 0.91% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 7,604 | $2.06M | 1.59% | −279−3.5% | Reduced |
| Ascent Wealth Partners, LLC | 7,610 | $2.06M | 0.40% | +13+0.2% | Added |
| Mainstay Capital Management LLC | 7,608 | $2.06M | 1.18% | +1,476+24.1% | Added |
| Acorn Financial Advisory Services Inc | 7,644 | $2.07M | 0.64% | −307−3.9% | Reduced |
| Northeast Financial Group, Inc. | 7,649 | $2.07M | 1.34% | +7,649 | New |
| International Assets Investment Management, LLC | 7,651 | $2.08M | 0.37% | +621+8.8% | Added |
| 180 Wealth Advisors, LLC | 7,126 | $2.08M | 0.46% | +54+0.8% | Added |
| Cadinha & Co LLC | 7,670 | $2.08M | 0.30% | −1,078−12.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,674 | $2.08M | 0.68% | +1,500+24.3% | Added |
| TRUE Private Wealth Advisors | 7,695 | $2.09M | 0.30% | +5+0.1% | Added |
| Harbour Investments, Inc. | 7,710 | $2.09M | 0.07% | −2,656−25.6% | Reduced |
| Eagle Asset Management Inc | 7,728 | $2.10M | 0.01% | −228−2.9% | Reduced |
| Roman Butler Fullerton & Co | 7,217 | $2.10M | 0.98% | +2,728+60.8% | Added |
| Vigilare Wealth Management | 7,768 | $2.11M | 1.30% | +771+11.0% | Added |