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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 18,562 | $5.03M | 0.15% | +2,207+13.5% | Added |
| Security National Bank | 18,636 | $5.05M | 1.27% | +1,597+9.4% | Added |
| Cowen and Company, LLC | 18,858 | $5.12M | 0.25% | +15,174+411.9% | Added |
| Hohimer Wealth Management, LLC | 18,970 | $5.14M | 1.08% | +1,666+9.6% | Added |
| Frontier Wealth Management LLC | 19,012 | $5.16M | 0.36% | +3,194+20.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 19,029 | $5.16M | 4.45% | −91−0.5% | Reduced |
| Spinnaker Trust | 19,125 | $5.19M | 0.36% | +541+2.9% | Added |
| Atlantic Union Bankshares Corp | 19,206 | $5.21M | 0.49% | +12,049+168.4% | Added |
| Shelton Capital Management | 19,297 | $5.23M | 0.21% | +3,700+23.7% | Added |
| Strategic Wealth Designers | 19,308 | $5.25M | 1.57% | +4,146+27.3% | Added |
| Mark Stevens | 19,359 | $5.25M | 0.59% | −1,108−5.4% | Reduced |
| HBW Advisory Services LLC | 19,372 | $5.25M | 1.36% | +235+1.2% | Added |
| GWM Advisors LLC | 19,415 | $5.27M | 0.13% | +1,351+7.5% | Added |
| Roundview Capital LLC | 19,476 | $5.28M | 0.58% | +2,344+13.7% | Added |
| Chartwell Investment Partners, LLC | 19,563 | $5.31M | 0.17% | +323+1.7% | Added |
| JustInvest LLC | 19,717 | $5.35M | 0.48% | +3,163+19.1% | Added |
| Massmutual Trust Co FSB | 19,754 | $5.36M | 0.22% | +8,462+74.9% | Added |
| King Wealth | 19,762 | $5.36M | 1.10% | −1,278−6.1% | Reduced |
| Corbenic Partners LLC | 19,770 | $5.36M | 1.30% | +3,402+20.8% | Added |
| Ocean Capital Management, LLC | 19,736 | $5.38M | 2.35% | +541+2.8% | Added |
| SeaTown Holdings Pte. Ltd. | 20,000 | $5.42M | 0.24% | −30,000−60.0% | Reduced |
| Whalerock Point Partners, LLC | 20,041 | $5.44M | 2.11% | +849+4.4% | Added |
| Tiedemann Advisors, LLC | 20,060 | $5.44M | 0.29% | −2,338−10.4% | Reduced |
| Game Creek Capital, LP | 20,075 | $5.45M | 2.89% | −4,800−19.3% | Reduced |
| Avestar Capital, LLC | 20,140 | $5.46M | 1.06% | +419+2.1% | Added |
| Bray Capital Advisors | 20,221 | $5.48M | 1.41% | −32−0.2% | Reduced |
| Stonnington Group, LLC | 20,201 | $5.50M | 1.23% | +4,025+24.9% | Added |
| CMH Wealth Management LLC | 20,305 | $5.51M | 1.81% | +575+2.9% | Added |
| Illinois Municipal Retirement Fund | 20,337 | $5.52M | 0.20% | +800+4.1% | Added |
| Gluskin Sheff & Assoc Inc | 20,477 | $5.55M | 0.23% | +20,477 | New |
| Knuff & Co LLC | 20,580 | $5.58M | 2.09% | −746−3.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 20,606 | $5.59M | 0.16% | +19+0.1% | Added |
| Colony Group LLC | 20,612 | $5.59M | 0.11% | +6,039+41.4% | Added |
| Kornitzer Capital Management Inc | 20,651 | $5.60M | 0.09% | +725+3.6% | Added |
| Snowden Capital Advisors LLC | 20,763 | $5.63M | 0.28% | +1,874+9.9% | Added |
| Chapman Investment Management, LLC | 20,823 | $5.65M | 2.93% | +235+1.1% | Added |
| Gyon Technologies Capital Management, LP | 20,839 | $5.65M | 1.52% | +9,836+89.4% | Added |
| Girard Partners Ltd. | 20,854 | $5.66M | 0.71% | +131+0.6% | Added |
| Marks Group Wealth Management, Inc | 20,833 | $5.66M | 0.77% | +282+1.4% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 20,551 | $5.66M | 0.72% | +604+3.0% | Added |
| Allstate Corp | 20,968 | $5.69M | 0.24% | −935−4.3% | Reduced |
| Coastal Investment Management, L.P. | 21,000 | $5.70M | 7.93% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 21,037 | $5.71M | 1.29% | +1,316+6.7% | Added |
| Westwood Management Corp | 21,100 | $5.72M | 0.47% | +2,900+15.9% | Added |
| Icon Wealth Partners, LLC | 21,151 | $5.74M | 0.61% | +832+4.1% | Added |
| KMG Fiduciary Partners, LLC | 21,186 | $5.75M | 0.98% | +4,851+29.7% | Added |
| HighPoint Advisor Group LLC | 21,235 | $5.76M | 0.56% | −460−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,233 | $5.76M | 0.39% | +1,439+7.3% | Added |
| South State Corp. | 21,294 | $5.78M | 0.49% | −139−0.6% | Reduced |
| Venture Visionary Partners LLC | 21,352 | $5.79M | 0.41% | +16,094+306.1% | Added |
| Jackson Square Capital, LLC | 21,362 | $5.79M | 1.88% | −343−1.6% | Reduced |
| Boothbay Fund Management, LLC | 21,400 | $5.80M | 0.23% | −2,906−12.0% | Reduced |
| Murphy Capital Management Inc | 21,664 | $5.88M | 0.69% | −505−2.3% | Reduced |
| Marietta Wealth Management, LLC | 21,714 | $5.89M | 1.29% | +706+3.4% | Added |
| Lord, Abbett & Co. LLC | 21,782 | $5.91M | 0.01% | −195,267−90.0% | Reduced |
| Cubist Systematic Strategies, LLC | 21,967 | $5.96M | 0.08% | −13,612−38.3% | Reduced |
| RB Capital Management, LLC | 21,970 | $5.96M | 2.24% | +241+1.1% | Added |
| Strategic Advisors LLC | 22,109 | $6.00M | 1.29% | +7,335+49.6% | Added |
| Meridian Management Co | 22,121 | $6.00M | 1.84% | −53−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 22,176 | $6.01M | 0.41% | +676+3.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,284 | $6.04M | 0.97% | +650+3.0% | Added |
| FORA Capital, LLC | 22,380 | $6.07M | 1.53% | −679−2.9% | Reduced |
| Trust Co of Kansas | 22,385 | $6.07M | 3.47% | +54+0.2% | Added |
| Strategic Wealth Advisors Group, LLC | 22,595 | $6.09M | 0.30% | −17−0.1% | Reduced |
| Wetherby Asset Management Inc | 22,524 | $6.11M | 0.38% | +551+2.5% | Added |
| Salem Investment Counselors Inc | 22,555 | $6.12M | 0.33% | +1,140+5.3% | Added |
| Northwest & Ethical Investments L.P. | 22,581 | $6.12M | 0.20% | +11,528+104.3% | Added |
| YorkBridge Wealth Partners, LLC | 22,722 | $6.16M | 1.55% | +993+4.6% | Added |
| Caldwell Trust Co | 22,751 | $6.17M | 0.78% | +1,269+5.9% | Added |
| ExodusPoint Capital Management, LP | 22,766 | $6.17M | 0.09% | −116,057−83.6% | Reduced |
| Van Strum & Towne Inc. | 22,884 | $6.21M | 2.45% | +7,852+52.2% | Added |
| Siemens Fonds Invest GmbH | 22,958 | $6.23M | 0.42% | +1,638+7.7% | Added |
| Pallas Capital Advisors LLC | 20,619 | $6.25M | 0.69% | +4,547+28.3% | Added |
| Aj Wealth Strategies, LLC | 23,057 | $6.25M | 0.34% | −3,113−11.9% | Reduced |
| Meyer Handelman Co | 23,062 | $6.25M | 0.26% | +1,650+7.7% | Added |
| Motley Fool Asset Management LLC | 23,150 | $6.28M | 0.41% | +229+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,211 | $6.29M | 0.32% | +562+2.5% | Added |
| D.A. Davidson & Co. | 23,214 | $6.30M | 0.07% | +985+4.4% | Added |
| Annex Advisory Services, LLC | 23,215 | $6.30M | 0.52% | −265−1.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,240 | $6.30M | 1.09% | −13,439−36.6% | Reduced |
| Martingale Asset Management L P | 23,270 | $6.31M | 0.08% | +18,615+399.9% | Added |
| Redpoint Investment Management Pty Ltd | 23,313 | $6.32M | 0.54% | −135−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 23,439 | $6.36M | 1.57% | +1,178+5.3% | Added |
| RNC Capital Management LLC | 23,481 | $6.37M | 0.34% | +1,178+5.3% | Added |
| Executive Wealth Management, LLC | 23,714 | $6.43M | 0.71% | −702−2.9% | Reduced |
| Shikiar Asset Management Inc | 23,730 | $6.44M | 1.81% | +2,233+10.4% | Added |
| Prospera Financial Services Inc | 23,757 | $6.44M | 0.32% | −5,830−19.7% | Reduced |
| GAM Holding AG | 23,769 | $6.45M | 0.30% | −138−0.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 23,883 | $6.48M | 2.25% | +2,442+11.4% | Added |
| Pathstone Family Office, LLC | 23,942 | $6.50M | 0.19% | +3,292+15.9% | Added |
| WoodTrust Financial Corp | 23,978 | $6.50M | 1.53% | +3,103+14.9% | Added |
| Pinnacle Financial Partners Inc | 23,992 | $6.51M | 0.23% | +1,943+8.8% | Added |
| Fragasso Group Inc. | 24,089 | $6.53M | 0.86% | +3,871+19.1% | Added |
| Harbour Capital Advisors, LLC | 24,133 | $6.54M | 1.72% | +468+2.0% | Added |
| RPG Investment Advisory, LLC | 24,139 | $6.55M | 1.08% | −6,498−21.2% | Reduced |
| Peapack Gladstone Financial Corp | 24,311 | $6.59M | 0.14% | −473−1.9% | Reduced |
| Advisors Asset Management, Inc. | 24,480 | $6.64M | 0.10% | −7,260−22.9% | Reduced |
| Belpointe Asset Management LLC | 24,681 | $6.70M | 0.46% | +2,520+11.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.78M | 2.87% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 25,003 | $6.78M | 0.53% | +455+1.9% | Added |