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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Nippon Life Global Investors Americas, Inc. | 35,560 | $9.64M | 0.50% | +1,270+3.7% | Added |
| Bank Hapoalim BM | 35,737 | $9.69M | 1.01% | +1,938+5.7% | Added |
| Novare Capital Management LLC | 35,809 | $9.71M | 1.08% | +571+1.6% | Added |
| Cetera Investment Advisers | 35,880 | $9.73M | 0.15% | +2,401+7.2% | Added |
| Regentatlantic Capital LLC | 35,966 | $9.76M | 0.30% | +4,704+15.0% | Added |
| Ally Financial Inc. | 36,000 | $9.76M | 0.95% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 36,359 | $9.86M | 0.43% | −3,354−8.4% | Reduced |
| BBVA USA | 36,405 | $9.87M | 0.58% | −1,159−3.1% | Reduced |
| Marco Investment Management LLC | 36,489 | $9.90M | 1.09% | −881−2.4% | Reduced |
| Grassi Investment Management | 36,496 | $9.90M | 1.11% | +425+1.2% | Added |
| Motco | 36,627 | $9.93M | 0.65% | +1,172+3.3% | Added |
| Autus Asset Management, LLC | 36,930 | $10.0M | 1.10% | +673+1.9% | Added |
| Crossvault Capital Management LLC | 37,131 | $10.1M | 3.17% | −235−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 37,579 | $10.2M | 0.25% | +4,456+13.5% | Added |
| Perigon Wealth Management, LLC | 37,857 | $10.3M | 0.89% | +955+2.6% | Added |
| Polaris Wealth Advisory Group, LLC | 37,551 | $10.3M | 0.62% | +32,860+700.5% | Added |
| Advisory Services Network, LLC | 38,073 | $10.3M | 0.33% | +8,833+30.2% | Added |
| Central Trust Co | 38,168 | $10.4M | 0.37% | −6,910−15.3% | Reduced |
| Picton Mahoney Asset Management | 38,500 | $10.4M | 0.40% | +38,500 | New |
| NFJ Investment Group, LLC | 38,539 | $10.5M | 0.20% | +37,281+2,963.5% | Added |
| Gardner Lewis Asset Management L P | 38,823 | $10.5M | 1.63% | +3,710+10.6% | Added |
| Wedbush Securities Inc | 38,855 | $10.5M | 0.50% | +741+1.9% | Added |
| Parsons Capital Management Inc | 38,968 | $10.6M | 0.83% | +741+1.9% | Added |
| Xcel Wealth Management, LLC | 39,030 | $10.6M | 3.07% | +446+1.2% | Added |
| Parallel Advisors, LLC | 39,102 | $10.6M | 0.43% | +4,794+14.0% | Added |
| DuPont Capital Management Corp | 39,311 | $10.7M | 0.34% | −14,832−27.4% | Reduced |
| Banque Cantonale Vaudoise | 39,429 | $10.7M | 0.46% | −3,496−8.1% | Reduced |
| Sand Hill Global Advisors, LLC | 39,468 | $10.7M | 0.65% | −732−1.8% | Reduced |
| Alpha Cubed Investments, LLC | 39,613 | $10.7M | 0.81% | +7,768+24.4% | Added |
| Spire Wealth Management | 39,299 | $10.7M | 0.28% | +1,941+5.2% | Added |
| Independent Advisor Alliance | 39,748 | $10.8M | 0.60% | +2,451+6.6% | Added |
| Alexandria Capital, LLC | 39,768 | $10.8M | 1.00% | +430+1.1% | Added |
| Evercore Wealth Management, LLC | 39,859 | $10.8M | 0.20% | −1,056−2.6% | Reduced |
| Alight Capital Management LP | 40,000 | $10.8M | 3.99% | 00.0% | Unchanged |
| Armistice Capital, LLC | 40,000 | $10.8M | 0.27% | +40,000 | New |
| Oak Ridge Investments LLC | 40,124 | $10.9M | 0.96% | −904−2.2% | Reduced |
| Sigma Planning Corp | 40,554 | $11.0M | 0.33% | +5,061+14.3% | Added |
| Tower Research Capital LLC (TRC) | 40,794 | $11.1M | 0.28% | −63,379−60.8% | Reduced |
| Kinneret Advisory, LLC | 40,882 | $11.1M | 1.30% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 40,911 | $11.1M | 0.48% | +1,300+3.3% | Added |
| Bank of the West | 40,957 | $11.1M | 1.16% | +189+0.5% | Added |
| KCM Investment Advisors LLC | 41,009 | $11.1M | 0.44% | +189+0.5% | Added |
| Acadian Asset Management LLC | 41,221 | $11.2M | 0.04% | −58,716−58.8% | Reduced |
| Rothschild Investment Corp | 41,281 | $11.2M | 0.94% | +55+0.1% | Added |
| Moors & Cabot, Inc. | 41,331 | $11.2M | 0.71% | +2,198+5.6% | Added |
| Alyeska Investment Group, L.P. | 41,428 | $11.2M | 0.14% | −536−1.3% | Reduced |
| Akaris Global Partners, LP | 41,862 | $11.4M | 12.65% | −3,356−7.4% | Reduced |
| Cornerstone Advisors, LLC | 42,000 | $11.4M | 0.66% | 00.0% | Unchanged |
| Moreno Evelyn V | 42,397 | $11.5M | 2.71% | −400−0.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 42,608 | $11.6M | 1.02% | +2,968+7.5% | Added |
| Covington Capital Management | 42,624 | $11.6M | 0.44% | +274+0.6% | Added |
| CFM Wealth Partners LLC | 42,844 | $11.6M | 2.92% | +811+1.9% | Added |
| Allen Investment Management LLC | 42,932 | $11.6M | 0.16% | +2,606+6.5% | Added |
| Maytus Capital Management, LLC | 43,000 | $11.7M | 3.99% | −12,000−21.8% | Reduced |
| Keybank National Association | 43,014 | $11.7M | 0.05% | +2,060+5.0% | Added |
| Stanley-Laman Group, Ltd. | 43,042 | $11.7M | 1.52% | +31,667+278.4% | Added |
| First National Trust Co | 43,144 | $11.7M | 0.70% | +1,276+3.0% | Added |
| Edge Wealth Management LLC | 43,158 | $11.7M | 2.28% | +3,172+7.9% | Added |
| E. Ohman J:or Asset Management AB | 43,750 | $11.9M | 0.37% | +4,300+10.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 44,249 | $12.0M | 2.82% | +44,249 | New |
| AE Wealth Management LLC | 44,586 | $12.1M | 0.10% | +10,471+30.7% | Added |
| Johnson Investment Counsel Inc | 44,835 | $12.2M | 0.16% | +517+1.2% | Added |
| Point72 Hong Kong Ltd | 45,000 | $12.2M | 0.94% | +12,457+38.3% | Added |
| Kemnay Advisory Services Inc. | 45,037 | $12.2M | 1.60% | +2,734+6.5% | Added |
| Buckingham Capital Management, Inc. | 46,229 | $12.5M | 2.05% | +744+1.6% | Added |
| Progressive Investment Management Corp | 46,249 | $12.5M | 3.72% | +362+0.8% | Added |
| Trybe Capital Management LP | 46,384 | $12.6M | 7.16% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 46,451 | $12.6M | 0.49% | +1,095+2.4% | Added |
| Thames Capital Management LLC | 46,499 | $12.6M | 2.75% | +46,499 | New |
| Achmea Investment Management B.V. | 47,309 | $12.8M | 0.39% | −729−1.5% | Reduced |
| Shufro Rose & Co LLC | 47,347 | $12.8M | 1.01% | +329+0.7% | Added |
| Calamos Wealth Management LLC | 47,367 | $12.8M | 1.04% | +15,478+48.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,480 | $12.9M | 0.26% | +5,429+12.9% | Added |
| Gifford Fong Associates | 47,621 | $12.9M | 2.51% | 00.0% | Unchanged |
| Commerce Bank | 48,283 | $13.1M | 0.09% | +8,170+20.4% | Added |
| Northstar Asset Management Inc | 48,569 | $13.2M | 3.48% | +2,227+4.8% | Added |
| Quilter Plc | 48,600 | $13.2M | 0.37% | −2,150−4.2% | Reduced |
| Sandy Spring Bank | 48,759 | $13.2M | 0.70% | +556+1.2% | Added |
| BIT Capital GmbH | 48,768 | $13.2M | 0.77% | +48,768 | New |
| Covington Investment Advisors Inc. | 48,863 | $13.3M | 2.85% | −40−0.1% | Reduced |
| Oxbow Advisors, LLC | 49,004 | $13.3M | 1.35% | +49,004 | New |
| Stillwater Capital Advisors, LLC | 49,525 | $13.4M | 2.21% | +855+1.8% | Added |
| BBR Partners, LLC | 49,538 | $13.4M | 1.11% | +49,538 | New |
| Chesley Taft & Associates LLC | 49,838 | $13.5M | 0.77% | +150+0.3% | Added |
| Quantitative Investment Management, LLC | 50,147 | $13.6M | 1.23% | −15,661−23.8% | Reduced |
| Exencial Wealth Advisors, LLC | 50,198 | $13.6M | 0.59% | +13,769+37.8% | Added |
| Neville Rodie & Shaw Inc | 50,284 | $13.6M | 1.06% | +203+0.4% | Added |
| Tairen Capital Ltd | 50,585 | $13.7M | 3.44% | +50,585 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 50,601 | $13.7M | 0.52% | −12,370−19.6% | Reduced |
| First Sabrepoint Capital Management LP | 50,000 | $13.8M | 4.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 52,090 | $14.1M | 0.18% | +4,161+8.7% | Added |
| Psagot Investment House Ltd. | 52,237 | $14.2M | 2.44% | +1,018+2.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 52,237 | $14.2M | 2.44% | +52,237 | New |
| Quest Investment Management LLC | 52,574 | $14.3M | 1.31% | −6,584−11.1% | Reduced |
| Adell Harriman & Carpenter Inc | 53,100 | $14.4M | 1.50% | −550−1.0% | Reduced |
| Skye Global Management LP | 53,500 | $14.5M | 0.24% | −193,500−78.3% | Reduced |
| Mercer Global Advisors Inc | 53,885 | $14.6M | 0.10% | +7,058+15.1% | Added |
| Jasper Ridge Partners, L.P. | 53,905 | $14.6M | 0.65% | +1,196+2.3% | Added |
| Coronation Fund Managers Ltd. | 54,324 | $14.7M | 0.56% | −2,770−4.9% | Reduced |
| First Horizon Advisors, Inc. | 54,537 | $14.8M | 0.48% | +51,106+1,489.5% | Added |