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 |
|---|---|---|---|---|---|
| Sitrin Capital Management LLC | 25,011 | $6.78M | 3.25% | +50.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,031 | $6.79M | 0.72% | +930+3.9% | Added |
| Brighton Jones LLC | 25,138 | $6.82M | 0.35% | +2,592+11.5% | Added |
| Advisor Partners LLC | 25,230 | $6.84M | 0.46% | −171−0.7% | Reduced |
| Surevest, LLC | 25,237 | $6.84M | 1.73% | +761+3.1% | Added |
| Valeo Financial Advisors, LLC | 71,565 | $6.86M | 0.40% | +2,020+2.9% | Added |
| Liontrust Investment Partners LLP | 25,400 | $6.89M | 0.10% | +25,400 | New |
| FRG Family Wealth Advisors LLC | 25,614 | $6.95M | 1.36% | +1,615+6.7% | Added |
| Independent Financial Group, LLC | 25,672 | $6.96M | 0.71% | −1,595−5.8% | Reduced |
| Garde Capital, Inc. | 25,755 | $6.99M | 0.72% | −948−3.6% | Reduced |
| Peloton Wealth Strategists | 25,780 | $6.99M | 2.86% | −200−0.8% | Reduced |
| Verition Fund Management LLC | 25,986 | $7.05M | 0.11% | −25,305−49.3% | Reduced |
| Nelson Capital Management, LLC | 26,123 | $7.08M | 1.41% | −114−0.4% | Reduced |
| IBM Retirement Fund | 26,323 | $7.14M | 0.56% | +1,354+5.4% | Added |
| Alberta Investment Management Corp | 26,400 | $7.16M | 0.06% | +26,400 | New |
| Moody Lynn & Lieberson, LLC | 26,436 | $7.17M | 0.54% | +20,663+357.9% | Added |
| Arrow Financial Corp | 26,533 | $7.20M | 0.93% | +58+0.2% | Added |
| Breakline Capital LLC | 26,568 | $7.21M | 5.92% | +26,568 | New |
| Ziegler Capital Management, LLC | 26,489 | $7.21M | 0.26% | +22,910+640.1% | Added |
| Corient Capital Partners, LLC | 26,666 | $7.23M | 0.53% | +6,948+35.2% | Added |
| Elite Wealth Management, Inc. | 26,729 | $7.25M | 3.24% | +666+2.6% | Added |
| Dash Acquisitions Inc. | 26,861 | $7.29M | 3.80% | +3,927+17.1% | Added |
| Wolverine Asset Management LLC | 26,963 | $7.31M | 0.08% | +26,963 | New |
| Federation des caisses Desjardins du Quebec | 27,127 | $7.36M | 0.08% | −1,506−5.3% | Reduced |
| Ethic Inc. | 27,127 | $7.36M | 0.75% | +4,908+22.1% | Added |
| Captrust Financial Advisors | 27,178 | $7.37M | 0.06% | +5,141+23.3% | Added |
| Everence Capital Management Inc | 27,247 | $7.39M | 0.61% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 27,499 | $7.44M | 0.15% | −21,908−44.3% | Reduced |
| Hexavest Inc. | 27,502 | $7.46M | 0.45% | −3,981−12.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,520 | $7.46M | 0.67% | +3,243+13.4% | Added |
| Flputnam Investment Management Co | 27,527 | $7.47M | 0.25% | +1,654+6.4% | Added |
| Consolidated Investment Group LLC | 27,600 | $7.49M | 1.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 27,652 | $7.50M | 3.97% | +27,435+12,642.9% | Added |
| FWL Investment Management, LLC | 27,757 | $7.53M | 4.74% | +93+0.3% | Added |
| Wellington Shields Capital Management, LLC | 27,794 | $7.54M | 1.03% | −67−0.2% | Reduced |
| Toroso Investments, LLC | 27,882 | $7.56M | 0.28% | +6,326+29.3% | Added |
| O'Shares Investment Advisers, LLC | 28,131 | $7.63M | 0.56% | +1,095+4.1% | Added |
| Summit Trail Advisors, LLC | 28,258 | $7.66M | 0.58% | +13,779+95.2% | Added |
| Unio Capital LLC | 28,392 | $7.70M | 3.43% | −1,349−4.5% | Reduced |
| Transform Wealth, LLC | 28,420 | $7.71M | 0.88% | +188+0.7% | Added |
| Deltec Asset Management LLC | 28,500 | $7.73M | 1.17% | −5,180−15.4% | Reduced |
| Nixon Peabody Trust Co | 28,514 | $7.73M | 2.79% | +205+0.7% | Added |
| VisionPoint Advisory Group, LLC | 25,217 | $7.75M | 3.46% | +2,616+11.6% | Added |
| Credit Agricole S A | 28,624 | $7.76M | 0.28% | +17,202+150.6% | Added |
| Prentiss Smith & Co Inc | 28,723 | $7.79M | 3.95% | +82+0.3% | Added |
| Dowling & Yahnke LLC | 28,771 | $7.80M | 0.43% | −917−3.1% | Reduced |
| Meeder Asset Management Inc | 28,914 | $7.84M | 0.41% | +669+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 29,106 | $7.89M | 1.04% | +5,762+24.7% | Added |
| Oak Harvest Investment Services | 29,560 | $8.02M | 2.34% | +3,309+12.6% | Added |
| Private Asset Management Inc | 29,590 | $8.03M | 1.09% | +2,166+7.9% | Added |
| Cigna Investments Inc | 29,607 | $8.03M | 0.60% | +886+3.1% | Added |
| IndexIQ Advisors LLC | 29,627 | $8.04M | 0.27% | +1,303+4.6% | Added |
| Codex Capital, L.L.C. | 32,650 | $8.04M | 4.31% | −300−0.9% | Reduced |
| Swarthmore Group Inc | 32,980 | $8.06M | 2.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 29,914 | $8.09M | 0.26% | +2,270+8.2% | Added |
| Vestcor Inc | 29,838 | $8.09M | 0.29% | +14,440+93.8% | Added |
| Karp Capital Management Corp | 30,037 | $8.15M | 1.15% | +2,580+9.4% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 30,128 | $8.17M | 1.60% | +3,680+13.9% | Added |
| Andra AP-fonden | 30,198 | $8.19M | 0.17% | +6,798+29.1% | Added |
| Twin Capital Management Inc | 30,382 | $8.24M | 0.84% | −2,859−8.6% | Reduced |
| Zweig-DiMenna Associates LLC | 30,400 | $8.24M | 0.58% | +30,400 | New |
| Whittier Trust Co of Nevada Inc | 30,443 | $8.26M | 0.34% | +259+0.9% | Added |
| Hickory Lane Capital Management LP | 30,500 | $8.27M | 6.01% | +30,500 | New |
| Webster Bank, N. A. | 30,793 | $8.35M | 0.93% | −711−2.3% | Reduced |
| De Burlo Group Inc | 30,857 | $8.37M | 1.36% | +50+0.2% | Added |
| SP Asset Management | 28,496 | $8.41M | 0.88% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 31,316 | $8.49M | 0.22% | +79+0.3% | Added |
| Avantax Advisory Services, Inc. | 31,395 | $8.50M | 0.14% | +5,551+21.5% | Added |
| St Germain D J Co Inc | 31,392 | $8.51M | 0.52% | −990−3.1% | Reduced |
| Alerus Financial NA | 31,502 | $8.54M | 0.78% | +28+0.1% | Added |
| Orion Portfolio Solutions, LLC | 31,551 | $8.56M | 0.31% | +2,421+8.3% | Added |
| Cozad Asset Management Inc | 31,565 | $8.56M | 1.33% | +2,578+8.9% | Added |
| Sepio Capital, LP | 31,770 | $8.62M | 0.72% | +293+0.9% | Added |
| Fiduciary Trust Co | 31,849 | $8.64M | 0.15% | +3,354+11.8% | Added |
| Cambridge Financial Group, Inc. | 31,884 | $8.65M | 3.80% | −225−0.7% | Reduced |
| Ashfield Capital Partners, LLC | 31,996 | $8.68M | 0.62% | +893+2.9% | Added |
| Kestra Private Wealth Services, LLC | 32,231 | $8.74M | 0.49% | +6,012+22.9% | Added |
| Cresset Asset Management, LLC | 32,244 | $8.74M | 0.12% | +3,804+13.4% | Added |
| Harbor Investment Advisory, LLC | 32,322 | $8.77M | 1.19% | −274−0.8% | Reduced |
| ACG Wealth | 32,628 | $8.85M | 1.16% | −171−0.5% | Reduced |
| Cypress Capital Group | 32,786 | $8.89M | 1.21% | +272+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 32,794 | $8.89M | 1.53% | +138+0.4% | Added |
| General American Investors Co Inc | 32,829 | $8.90M | 0.76% | +32,829 | New |
| Raymond James Trust N.A. | 32,839 | $8.91M | 0.30% | +1,386+4.4% | Added |
| Highland Capital Management, LLC | 33,156 | $8.99M | 0.55% | −4,782−12.6% | Reduced |
| TIG Advisors, LLC | 33,499 | $9.09M | 0.43% | +28,512+571.7% | Added |
| Prime Capital Investment Advisors, LLC | 33,823 | $9.17M | 0.57% | +20,575+155.3% | Added |
| Trust Co of Vermont | 33,961 | $9.21M | 0.65% | +1,244+3.8% | Added |
| Permanens Capital L.P. | 34,076 | $9.24M | 1.68% | −93−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 34,110 | $9.25M | 0.37% | +25,642+302.8% | Added |
| Fiduciary Group LLC | 31,387 | $9.26M | 1.05% | +515+1.7% | Added |
| Boston Common Asset Management, LLC | 34,398 | $9.33M | 0.40% | +420+1.2% | Added |
| Scholtz & Company, LLC | 34,536 | $9.37M | 3.31% | +491+1.4% | Added |
| Foster Victor Wealth Advisors, LLC | 34,580 | $9.38M | 1.50% | +2,181+6.7% | Added |
| Seven Post Investment Office LP | 34,629 | $9.39M | 2.93% | +34,629 | New |
| Capitolis Advisors LLC | 32,292 | $9.42M | 0.09% | +31,212+2,890.0% | Added |
| Exchange Capital Management, Inc. | 34,946 | $9.48M | 1.84% | −141−0.4% | Reduced |
| L & S Advisors Inc | 34,993 | $9.49M | 1.02% | +28,236+417.9% | Added |
| Means Investment Co., Inc. | 35,034 | $9.50M | 1.88% | +1,520+4.5% | Added |
| TPI Fund Managers Ltd | 35,381 | $9.60M | 1.30% | +215+0.6% | Added |