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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 13,869 | $3.76M | 0.17% | +8,751+171.0% | Added |
| Veriti Management LLC | 13,923 | $3.78M | 0.54% | +958+7.4% | Added |
| Clarius Group, LLC | 13,926 | $3.78M | 0.34% | +1,385+11.0% | Added |
| ICONIQ Capital, LLC | 13,943 | $3.78M | 0.02% | −1,487−9.6% | Reduced |
| CWA Asset Management Group, LLC | 13,950 | $3.78M | 0.30% | +8,975+180.4% | Added |
| Blackhawk Capital Partners LLC. | 13,958 | $3.79M | 2.39% | +105+0.8% | Added |
| Geneva Capital Management LLC | 13,981 | $3.79M | 0.06% | −408−2.8% | Reduced |
| High Note Wealth, LLC | 14,028 | $3.81M | 1.37% | +197+1.4% | Added |
| Lake Street Financial LLC | 14,061 | $3.81M | 0.94% | +400+2.9% | Added |
| Enterprise Bank & Trust Co | 14,141 | $3.83M | 1.51% | +60.0% | Added |
| Telemus Capital, LLC | 14,144 | $3.84M | 0.32% | −3,314−19.0% | Reduced |
| Capital Analysts, LLC | 14,209 | $3.85M | 0.25% | +551+4.0% | Added |
| Minot Wealth Management LLC | 14,215 | $3.85M | 0.83% | +698+5.2% | Added |
| Northern Oak Wealth Management Inc | 14,220 | $3.86M | 0.47% | +21+0.1% | Added |
| Avalon Investment & Advisory | 14,253 | $3.87M | 0.09% | +2,253+18.8% | Added |
| Aft, Forsyth & Company, Inc. | 14,397 | $3.90M | 2.10% | +295+2.1% | Added |
| Mirova | 14,405 | $3.91M | 0.50% | −725−4.8% | Reduced |
| Arlington Financial Advisors, LLC | 14,413 | $3.91M | 1.53% | −142−1.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 14,438 | $3.92M | 1.86% | −15,587−51.9% | Reduced |
| Citizens Business Bank | 14,448 | $3.92M | 0.52% | +6,138+73.9% | Added |
| Alps Advisors Inc | 14,487 | $3.93M | 0.04% | −2,002−12.1% | Reduced |
| Platte River Wealth Advisors, LLC | 14,530 | $3.94M | 1.46% | +13+0.1% | Added |
| Elk River Wealth Management, LLC | 14,530 | $3.94M | 1.00% | +447+3.2% | Added |
| Silvant Capital Management LLC | 14,539 | $3.94M | 0.70% | −2,550−14.9% | Reduced |
| Laurel Wealth Advisors LLC | 14,604 | $3.96M | 0.90% | −400−2.7% | Reduced |
| CAPROCK Group, Inc. | 14,632 | $3.97M | 0.35% | +1,429+10.8% | Added |
| Azzad Asset Management Inc | 14,640 | $3.97M | 0.59% | −2,607−15.1% | Reduced |
| Vident Investment Advisory, LLC | 14,646 | $3.98M | 0.12% | +3,389+30.1% | Added |
| Gotham Asset Management, LLC | 14,712 | $3.99M | 0.16% | −12,581−46.1% | Reduced |
| We Are One Seven, LLC | 13,348 | $4.00M | 0.51% | +78+0.6% | Added |
| Cordatus Wealth Management LLC | 14,789 | $4.01M | 3.08% | +14,789 | New |
| Capstone Investment Advisors, LLC | 14,851 | $4.03M | 0.07% | +910+6.5% | Added |
| SeaCrest Wealth Management, LLC | 14,958 | $4.06M | 0.49% | +611+4.3% | Added |
| Beese Fulmer Investment Management, Inc. | 14,993 | $4.07M | 0.46% | +413+2.8% | Added |
| Schmidt P J Investment Management Inc | 13,837 | $4.08M | 0.80% | −101−0.7% | Reduced |
| Hills Bank & Trust Co | 15,059 | $4.08M | 0.62% | +175+1.2% | Added |
| NBT Bank N A | 15,068 | $4.09M | 0.57% | −65−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 15,143 | $4.11M | 0.42% | −25,633−62.9% | Reduced |
| First Hawaiian Bank | 15,204 | $4.12M | 0.17% | +68+0.4% | Added |
| Barings LLC | 15,208 | $4.13M | 0.09% | +6,417+73.0% | Added |
| Beech Hill Advisors, Inc. | 15,295 | $4.15M | 1.72% | −10−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,298 | $4.15M | 0.29% | −134−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 15,348 | $4.16M | 0.22% | +15,094+5,942.5% | Added |
| Security National Trust Co | 17,055 | $4.17M | 0.97% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 15,457 | $4.19M | 1.46% | +411+2.7% | Added |
| BFSG, LLC | 15,475 | $4.20M | 0.64% | +735+5.0% | Added |
| J.W. Cole Advisors, Inc. | 15,478 | $4.20M | 0.30% | +1,974+14.6% | Added |
| Hoylecohen, LLC | 15,532 | $4.21M | 0.40% | +500+3.3% | Added |
| Linscomb & Williams, Inc. | 15,552 | $4.22M | 0.22% | +1,337+9.4% | Added |
| O'Shaughnessy Asset Management, LLC | 15,573 | $4.22M | 0.09% | +2,672+20.7% | Added |
| Gemmer Asset Management LLC | 15,645 | $4.24M | 0.59% | +70.0% | Added |
| Jupiter Wealth Management LLC | 14,292 | $4.28M | 2.02% | +9,613+205.4% | Added |
| Investment House LLC | 15,795 | $4.28M | 0.31% | +8,913+129.5% | Added |
| Level Four Advisory Services, LLC | 15,800 | $4.29M | 0.45% | −10,215−39.3% | Reduced |
| WD Rutherford LLC | 15,824 | $4.29M | 2.33% | +393+2.5% | Added |
| Tsai Capital Corp | 15,874 | $4.30M | 3.71% | +2,079+15.1% | Added |
| Bremer Bank National Association | 15,976 | $4.33M | 0.86% | −257−1.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.34M | 1.18% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 16,052 | $4.35M | 0.23% | −350−2.1% | Reduced |
| Kovack Advisors, Inc. | 16,057 | $4.36M | 0.47% | −1,068−6.2% | Reduced |
| Fundamentun, LLC | 16,080 | $4.36M | 0.76% | +2,197+15.8% | Added |
| Morgan Jess S & Co Inc | 16,130 | $4.38M | 2.89% | −177−1.1% | Reduced |
| Capula Management Ltd | 16,199 | $4.39M | 0.34% | +8,585+112.8% | Added |
| Dillon & Associates Inc | 16,255 | $4.41M | 0.84% | +527+3.4% | Added |
| Cabot Wealth Management Inc | 16,326 | $4.43M | 0.59% | +269+1.7% | Added |
| Mathes Company, Inc. | 16,329 | $4.43M | 1.64% | −810−4.7% | Reduced |
| Plimoth Trust Co LLC | 16,498 | $4.47M | 1.27% | +57+0.3% | Added |
| Great Valley Advisor Group, Inc. | 16,514 | $4.48M | 0.31% | +808+5.1% | Added |
| Pegasus Asset Management, Inc. | 16,552 | $4.49M | 2.06% | +88+0.5% | Added |
| NEXT Financial Group, Inc | 16,599 | $4.50M | 0.35% | −777−4.5% | Reduced |
| Pendal Group Limited | 16,728 | $4.54M | 0.04% | −1,862−10.0% | Reduced |
| Lee Capital Holdings LLC | 16,750 | $4.54M | 2.38% | −10,700−39.0% | Reduced |
| Trust Co of Toledo NA | 16,868 | $4.58M | 0.75% | −316−1.8% | Reduced |
| Cohen Capital Management, Inc. | 16,956 | $4.60M | 0.80% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 16,983 | $4.61M | 1.03% | −81−0.5% | Reduced |
| Veritable, L.P. | 17,026 | $4.62M | 0.07% | +482+2.9% | Added |
| Sumitomo Life Insurance Co | 17,039 | $4.62M | 0.12% | −720−4.1% | Reduced |
| World Asset Management Inc | 17,060 | $4.63M | 0.46% | −871−4.9% | Reduced |
| Integrated Wealth Concepts LLC | 17,074 | $4.63M | 0.15% | +3,838+29.0% | Added |
| First Interstate Bank | 17,106 | $4.64M | 0.48% | +668+4.1% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.68M | 0.21% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 17,307 | $4.69M | 0.95% | −95−0.5% | Reduced |
| Bouvel Investment Partners, LLC | 17,352 | $4.71M | 2.66% | +466+2.8% | Added |
| Monetary Management Group Inc | 17,502 | $4.75M | 1.31% | −1,565−8.2% | Reduced |
| Argent Trust Co | 17,647 | $4.79M | 0.31% | +2,792+18.8% | Added |
| Brookstone Capital Management | 16,877 | $4.80M | 0.09% | +2,330+16.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,914 | $4.86M | 0.30% | −7,703−30.1% | Reduced |
| Green Harvest Asset Management LLC | 18,044 | $4.89M | 0.77% | +18,044 | New |
| Bessemer Group Inc | 18,056 | $4.90M | 0.01% | −3,578−16.5% | Reduced |
| Iowa State Bank | 18,077 | $4.90M | 1.37% | +40+0.2% | Added |
| Nations Financial Group Inc, | 18,178 | $4.93M | 0.75% | +9,135+101.0% | Added |
| Cohen Lawrence B | 18,248 | $4.95M | 2.61% | −969−5.0% | Reduced |
| Prudential PLC | 18,310 | $4.97M | 0.07% | −92,614−83.5% | Reduced |
| Simmons Bank | 18,331 | $4.97M | 0.36% | +906+5.2% | Added |
| Kingsview Wealth Management, LLC | 18,334 | $4.97M | 0.24% | +1,169+6.8% | Added |
| Gladstone Institutional Advisory LLC | 18,357 | $4.98M | 0.49% | +7,893+75.4% | Added |
| Evergreen Capital Management LLC | 18,399 | $4.99M | 0.23% | +853+4.9% | Added |
| Horizon Investments, LLC | 18,420 | $5.00M | 0.15% | −279−1.5% | Reduced |
| Shay Capital LLC | 18,423 | $5.00M | 1.59% | +7,829+73.9% | Added |
| Private Wealth Partners, LLC | 18,541 | $5.03M | 0.47% | +100+0.5% | Added |