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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 7,816 | $2.12M | 0.05% | −69−0.9% | Reduced |
| Agf Investments Inc. | 7,836 | $2.13M | 0.02% | −189−2.4% | Reduced |
| Parcion Private Wealth LLC | 7,309 | $2.13M | 0.19% | +20+0.3% | Added |
| St. Johns Investment Management Company, LLC | 7,859 | $2.13M | 1.17% | −122−1.5% | Reduced |
| Mission Wealth Management, LP | 7,861 | $2.13M | 0.11% | +273+3.6% | Added |
| Sompo Asset Management Co., Ltd. | 7,930 | $2.15M | 0.49% | +770+10.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,927 | $2.15M | 0.21% | +1,680+26.9% | Added |
| Kaizen Financial Strategies | 7,928 | $2.15M | 1.73% | +7,928 | New |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.17M | 0.71% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,011 | $2.17M | 0.56% | +36+0.5% | Added |
| IPG Investment Advisors LLC | 8,025 | $2.18M | 0.69% | −196−2.4% | Reduced |
| BNC Wealth Management, LLC | 8,025 | $2.18M | 1.29% | +167+2.1% | Added |
| Bell Bank | 8,036 | $2.18M | 0.27% | +355+4.6% | Added |
| Orin Green Financial, LLC | 8,047 | $2.18M | 1.52% | +8,047 | New |
| Krilogy Financial LLC | 8,054 | $2.18M | 0.22% | +95+1.2% | Added |
| Modus Advisors, LLC | 8,067 | $2.19M | 0.95% | +476+6.3% | Added |
| Legacy Capital Partners, Inc. | 8,074 | $2.19M | 0.79% | +1,561+24.0% | Added |
| Paradigm Asset Management Co LLC | 8,100 | $2.20M | 0.60% | −400−4.7% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,101 | $2.21M | 1.17% | −436−5.1% | Reduced |
| West Branch Capital LLC | 8,164 | $2.21M | 1.07% | −30.0% | Reduced |
| Virtue Capital Management, LLC | 8,169 | $2.22M | 0.39% | +626+8.3% | Added |
| Abbrea Capital, LLC | 8,188 | $2.22M | 0.33% | −10−0.1% | Reduced |
| Midwest Wealth Management Inc. | 8,207 | $2.23M | 1.53% | +372+4.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,207 | $2.23M | 0.02% | +6,606+412.6% | Added |
| Cassia Capital Partners, LLC | 8,207 | $2.23M | 1.53% | +8,207 | New |
| Red Door Wealth Management, LLC | 8,223 | $2.23M | 0.85% | +1,116+15.7% | Added |
| Aldebaran Financial Inc. | 8,264 | $2.24M | 1.92% | +525+6.8% | Added |
| Shepherd Financial Partners LLC | 8,293 | $2.25M | 0.43% | +21+0.3% | Added |
| Mason Investment Advisory Services, Inc. | 8,303 | $2.25M | 0.23% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 8,309 | $2.25M | 0.15% | +1,845+28.5% | Added |
| Caliber Wealth Management, LLC | 7,776 | $2.27M | 1.60% | +211+2.8% | Added |
| Colonial River Wealth Management, LLC | 7,776 | $2.27M | 1.60% | +4,090+111.0% | Added |
| Brandywine Managers, LLC | 8,363 | $2.27M | 2.37% | +7,363+736.3% | Added |
| TrinityPoint Wealth, LLC | 8,375 | $2.27M | 0.43% | +26+0.3% | Added |
| JT Stratford LLC | 8,376 | $2.27M | 0.70% | +86+1.0% | Added |
| Quinn Opportunity Partners LLC | 8,449 | $2.29M | 0.15% | −13,051−60.7% | Reduced |
| Laffer Tengler Investments | 8,501 | $2.31M | 0.67% | +1,397+19.7% | Added |
| Segment Wealth Management, LLC | 8,585 | $2.33M | 0.28% | −32−0.4% | Reduced |
| Sentry Investment Management LLC | 8,605 | $2.33M | 0.68% | −1,156−11.8% | Reduced |
| Chickasaw Capital Management LLC | 8,604 | $2.33M | 0.11% | +2,995+53.4% | Added |
| Meristem Family Wealth, LLC | 8,641 | $2.34M | 0.23% | +2,760+46.9% | Added |
| Banco de Sabadell, S.A | 8,719 | $2.37M | 1.59% | +7,819+868.8% | Added |
| Intrust Bank NA | 8,727 | $2.37M | 0.31% | +165+1.9% | Added |
| Westwood Holdings Group Inc. | 8,747 | $2.37M | 0.03% | −644−6.9% | Reduced |
| Bradley Mark J. | 8,772 | $2.38M | 1.63% | +295+3.5% | Added |
| Wrapmanager Inc | 8,781 | $2.38M | 0.62% | +276+3.2% | Added |
| Arabesque Asset Management Ltd | 8,813 | $2.39M | 0.80% | +4,671+112.8% | Added |
| Moneta Group Investment Advisors LLC | 8,816 | $2.39M | 0.11% | −31−0.4% | Reduced |
| Regal Investment Advisors LLC | 8,849 | $2.40M | 0.23% | +1,874+26.9% | Added |
| Trust Asset Management LLC | 8,855 | $2.40M | 0.33% | +629+7.6% | Added |
| Burns J W & Co Inc | 8,859 | $2.40M | 0.38% | +1,859+26.6% | Added |
| Cito Capital Group, LLC | 8,900 | $2.41M | 1.13% | +500+6.0% | Added |
| Resources Management Corp | 8,903 | $2.42M | 0.35% | +60+0.7% | Added |
| Bank Ozk | 8,972 | $2.43M | 1.10% | +64+0.7% | Added |
| Cohen Investment Advisors LLC | 8,981 | $2.44M | 1.87% | +74+0.8% | Added |
| VeraBank, N.A. | 8,998 | $2.44M | 1.38% | 00.0% | Unchanged |
| Viking Fund Management LLC | 9,000 | $2.44M | 0.71% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 9,015 | $2.44M | 1.16% | −165−1.8% | Reduced |
| M. Kulyk & Associates, LLC | 9,015 | $2.44M | 0.78% | +576+6.8% | Added |
| Vision Capital Management, Inc. | 9,025 | $2.45M | 0.40% | +528+6.2% | Added |
| IFP Advisors, Inc | 9,045 | $2.46M | 0.05% | −3,034−25.1% | Reduced |
| Connolly Sarah T. | 9,070 | $2.46M | 2.02% | +12+0.1% | Added |
| Teza Capital Management LLC | 9,082 | $2.46M | 1.18% | −4,681−34.0% | Reduced |
| Invst, LLC | 9,144 | $2.48M | 0.39% | +199+2.2% | Added |
| Eisler Capital (UK) Ltd. | 9,170 | $2.49M | 0.29% | +9,170 | New |
| Miracle Mile Advisors, LLC | 9,205 | $2.50M | 0.12% | +1,001+12.2% | Added |
| Institute for Wealth Management, LLC. | 9,227 | $2.50M | 0.44% | +110+1.2% | Added |
| Mizuho Markets Cayman LP | 9,234 | $2.50M | 0.23% | −27,729−75.0% | Reduced |
| Guardian Capital Advisors LP | 9,252 | $2.51M | 0.26% | +490+5.6% | Added |
| ProVise Management Group, LLC | 9,267 | $2.51M | 0.25% | +99+1.1% | Added |
| TD Private Client Wealth LLC | 9,342 | $2.53M | 0.11% | −309−3.2% | Reduced |
| Wealthspire Advisors, LLC | 9,349 | $2.54M | 0.05% | +8,032+609.9% | Added |
| Conning Inc. | 9,403 | $2.55M | 0.07% | −949−9.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 9,432 | $2.56M | 0.46% | +9,432 | New |
| Seeyond | 9,441 | $2.56M | 0.25% | −1,156−10.9% | Reduced |
| Exane Derivatives | 9,461 | $2.57M | 0.64% | +83+0.9% | Added |
| Sawyer & Company, Inc | 9,510 | $2.58M | 1.22% | +280+3.0% | Added |
| Ausdal Financial Partners, Inc. | 9,534 | $2.59M | 0.38% | +2,555+36.6% | Added |
| Altium Wealth Management LLC | 9,604 | $2.60M | 0.19% | +221+2.4% | Added |
| Insight Wealth Strategies, LLC | 9,605 | $2.60M | 0.37% | +301+3.2% | Added |
| Aspiriant, LLC | 9,638 | $2.61M | 0.15% | +313+3.4% | Added |
| Northstar Asset Management LLC | 9,660 | $2.62M | 0.69% | −170−1.7% | Reduced |
| Freedom Day Solutions, LLC | 9,673 | $2.62M | 1.23% | +192+2.0% | Added |
| Duff & Phelps Investment Management Co | 9,713 | $2.63M | 0.03% | −117−1.2% | Reduced |
| Winfield Associates, Inc. | 9,826 | $2.67M | 0.98% | +540+5.8% | Added |
| Birinyi Associates Inc | 9,915 | $2.69M | 0.90% | −2,885−22.5% | Reduced |
| Wolf Group Capital Advisors | 9,918 | $2.69M | 1.47% | −36−0.4% | Reduced |
| Clear Street Markets LLC | 9,927 | $2.69M | 0.59% | +8,849+820.9% | Added |
| Precept Management LLC | 10,000 | $2.71M | 2.58% | −10,000−50.0% | Reduced |
| AMJ Financial Wealth Management | 10,010 | $2.71M | 1.11% | +973+10.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 10,015 | $2.72M | 0.03% | +1,163+13.1% | Added |
| Citizens & Northern Corp | 10,035 | $2.72M | 1.04% | −130−1.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,106 | $2.74M | 1.01% | +252+2.6% | Added |
| Bluefin Capital Management, LLC | 10,159 | $2.75M | 0.32% | +10,159 | New |
| Northstar Group, Inc. | 10,160 | $2.76M | 0.72% | +2,423+31.3% | Added |
| Glynn Capital Management LLC | 10,212 | $2.77M | 0.24% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 10,222 | $2.77M | 0.67% | +79+0.8% | Added |
| E Fund Management Co., Ltd. | 10,347 | $2.81M | 0.12% | +10,347 | New |
| Clearstead Advisors, LLC | 10,367 | $2.81M | 0.21% | +933+9.9% | Added |
| Harrell Investment Partners, LLC | 10,383 | $2.82M | 0.91% | +386+3.9% | Added |