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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 54,718 | $14.8M | 1.09% | +40,133+275.2% | Added |
| Crawford Lake Capital Management, LLC | 54,767 | $14.9M | 9.56% | +54,767 | New |
| Wealthfront Advisers LLC | 55,627 | $15.1M | 0.07% | +12,345+28.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 55,736 | $15.1M | 2.55% | +30,000+116.6% | Added |
| Kentucky Retirement Systems | 56,003 | $15.2M | 0.71% | +2,081+3.9% | Added |
| Roffman Miller Associates Inc | 56,476 | $15.3M | 1.14% | +5,379+10.5% | Added |
| Spark Investment Management LLC | 56,800 | $15.4M | 8.92% | −4,400−7.2% | Reduced |
| Profund Advisors LLC | 57,788 | $15.7M | 0.53% | +1,689+3.0% | Added |
| Oppenheimer & Co Inc | 58,455 | $15.9M | 0.30% | −4,831−7.6% | Reduced |
| Sit Investment Associates Inc | 58,462 | $15.9M | 0.41% | +2,085+3.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 59,077 | $16.0M | 3.67% | −594−1.0% | Reduced |
| Jones Financial Companies LLLP | 59,203 | $16.1M | 0.02% | +1,269+2.2% | Added |
| Lyell Wealth Management, LP | 59,918 | $16.3M | 1.98% | +1,380+2.4% | Added |
| IMC-Chicago, LLC | 60,435 | $16.4M | 1.34% | +36,649+154.1% | Added |
| Louisiana State Employees Retirement System | 60,500 | $16.4M | 0.40% | +2,800+4.9% | Added |
| Eagle Global Advisors LLC | 60,588 | $16.4M | 1.08% | +654+1.1% | Added |
| Two Sigma Investments, LP | 60,607 | $16.4M | 0.04% | −285,323−82.5% | Reduced |
| Crossmark Global Holdings, Inc. | 60,608 | $16.4M | 0.39% | +4,240+7.5% | Added |
| Old National Bancorp | 60,792 | $16.5M | 0.62% | −200−0.3% | Reduced |
| HRT Financial LP | 61,274 | $16.6M | 0.10% | −137,304−69.1% | Reduced |
| Roosevelt Investment Group LLC | 62,044 | $16.8M | 1.04% | +19,274+45.1% | Added |
| Congress Asset Management Co | 62,666 | $17.0M | 0.13% | +12,591+25.1% | Added |
| Hancock Whitney Corp | 62,748 | $17.0M | 0.59% | +539+0.9% | Added |
| Washington Trust Co | 62,830 | $17.0M | 0.48% | +140.0% | Added |
| American National Insurance Co | 63,104 | $17.1M | 0.64% | −55−0.1% | Reduced |
| New Mexico Educational Retirement Board | 63,186 | $17.1M | 0.60% | +2,000+3.3% | Added |
| Lido Advisors, LLC | 63,247 | $17.2M | 0.38% | +11,577+22.4% | Added |
| Freestone Capital Holdings, LLC | 63,413 | $17.2M | 0.86% | +10,851+20.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 63,521 | $17.2M | 4.26% | +3,030+5.0% | Added |
| Boston Family Office LLC | 65,002 | $17.6M | 1.28% | +819+1.3% | Added |
| Cetera Advisor Networks LLC | 65,013 | $17.6M | 0.24% | +10,550+19.4% | Added |
| Kettle Hill Capital Management, LLC | 65,189 | $17.7M | 3.30% | −12,551−16.1% | Reduced |
| Thomasville National Bank | 65,282 | $17.7M | 1.84% | +801+1.2% | Added |
| Synovus Financial Corp | 65,518 | $17.8M | 0.19% | +15,482+30.9% | Added |
| Fulton Breakefield Broenniman LLC | 65,583 | $17.8M | 1.52% | −43−0.1% | Reduced |
| Davidson Investment Advisors | 65,719 | $17.8M | 1.39% | +2,317+3.7% | Added |
| Beacon Pointe Advisors, LLC | 66,227 | $18.0M | 0.44% | +37,124+127.6% | Added |
| Atria Investments LLC | 66,490 | $18.0M | 0.33% | +7,841+13.4% | Added |
| Equitable Trust Co | 66,711 | $18.1M | 1.16% | +2,284+3.5% | Added |
| Twin Tree Management, LP | 66,811 | $18.1M | 0.54% | −8,990−11.9% | Reduced |
| Bokf, NA | 66,889 | $18.1M | 0.31% | +66,889 | New |
| Leonteq Securities AG | 67,426 | $18.3M | 0.98% | +24,796+58.2% | Added |
| KCL Capital, L.P. | 67,500 | $18.3M | 2.76% | +67,500 | New |
| Elo Mutual Pension Insurance Co | 67,655 | $18.3M | 0.59% | +3,732+5.8% | Added |
| MIK Capital, LP | 67,661 | $18.4M | 7.44% | +45,386+203.8% | Added |
| Moody National Bank Trust Division | 67,811 | $18.4M | 0.27% | −69−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 69,268 | $18.8M | 0.43% | +2,755+4.1% | Added |
| Ferguson Wellman Capital Management, Inc | 70,589 | $19.1M | 0.62% | +70,589 | New |
| Maryland State Retirement & Pension System | 70,463 | $19.2M | 0.54% | +2,948+4.4% | Added |
| Beacon Investment Advisory Services, Inc. | 70,745 | $19.2M | 0.79% | −2,476−3.4% | Reduced |
| SG Americas Securities, LLC | 71,375 | $19.4M | 0.11% | −70,231−49.6% | Reduced |
| Cerity Partners LLC | 71,828 | $19.5M | 0.43% | +1,739+2.5% | Added |
| Huntington National Bank | 71,958 | $19.5M | 0.19% | +2,950+4.3% | Added |
| Oak Associates, Ltd | 72,171 | $19.6M | 1.11% | 00.0% | Unchanged |
| Jefferies Group LLC | 72,850 | $19.8M | 0.47% | −32,111−30.6% | Reduced |
| Spearhead Capital Advisors, LLC | 72,960 | $19.8M | 2.64% | +3,303+4.7% | Added |
| Cinctive Capital Management LP | 73,107 | $19.8M | 1.08% | −713−1.0% | Reduced |
| Oribel Capital Management, LP | 73,300 | $19.9M | 2.45% | −4,100−5.3% | Reduced |
| South Street Advisors LLC | 73,688 | $20.0M | 3.81% | −1,589−2.1% | Reduced |
| Cornerstone Capital, Inc. | 73,894 | $20.0M | 2.31% | +970+1.3% | Added |
| Whittier Trust Co | 74,059 | $20.1M | 0.37% | +2,074+2.9% | Added |
| Cullinan Associates Inc | 74,264 | $20.1M | 1.11% | −5,776−7.2% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 87,000 | $20.4M | 2.43% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 75,468 | $20.5M | 0.14% | 00.0% | Unchanged |
| Caxton Associates LP | 77,218 | $20.9M | 2.95% | +77,218 | New |
| Bridgecreek Investment Management, LLC | 77,564 | $21.0M | 3.01% | +40+0.1% | Added |
| Harvest Fund Management Co., Ltd | 77,673 | $21.1M | 4.76% | +1,055+1.4% | Added |
| Cortland Associates Inc | 77,975 | $21.1M | 2.33% | +979+1.3% | Added |
| Chilton Capital Management LLC | 78,024 | $21.2M | 1.20% | +2,134+2.8% | Added |
| Oregon Public Employees Retirement Fund | 78,350 | $21.3M | 0.24% | +1,239+1.6% | Added |
| Kestra Advisory Services, LLC | 78,994 | $21.4M | 0.21% | +12,364+18.6% | Added |
| Qube Research & Technologies Ltd | 79,375 | $21.5M | 0.27% | −113,896−58.9% | Reduced |
| Paragon Capital Management Ltd | 79,796 | $21.6M | 3.72% | +79,796 | New |
| MML Investors Services, LLC | 80,210 | $21.8M | 0.17% | +9,554+13.5% | Added |
| Bradley Foster & Sargent Inc | 81,350 | $22.1M | 0.52% | +3,578+4.6% | Added |
| Cetera Advisors LLC | 82,207 | $22.3M | 0.43% | +7,253+9.7% | Added |
| Doyle Wealth Management | 82,724 | $22.4M | 1.78% | +1,350+1.7% | Added |
| Bridges Investment Management Inc | 83,211 | $22.6M | 0.71% | −2,275−2.7% | Reduced |
| Private Advisor Group, LLC | 83,303 | $22.6M | 0.14% | +33,441+67.1% | Added |
| Securian Asset Management, Inc | 84,247 | $22.8M | 0.47% | +3,112+3.8% | Added |
| Shell Asset Management Co | 84,879 | $23.0M | 0.52% | +26,742+46.0% | Added |
| Franklin Street Advisors Inc | 85,257 | $23.1M | 1.96% | +10,038+13.3% | Added |
| Front Barnett Associates LLC | 85,425 | $23.2M | 2.38% | −878−1.0% | Reduced |
| Moore Capital Management, LP | 85,431 | $23.2M | 0.47% | +62,321+269.7% | Added |
| Global Endowment Management, LP | 86,403 | $23.4M | 1.54% | +19,973+30.1% | Added |
| Greenleaf Trust | 87,909 | $23.8M | 0.29% | +8,268+10.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 88,260 | $23.9M | 0.38% | −6,754−7.1% | Reduced |
| Middleton & Co Inc | 88,364 | $24.0M | 2.57% | −527−0.6% | Reduced |
| MayTech Global Investments, LLC | 88,466 | $24.0M | 4.97% | +1,362+1.6% | Added |
| Wolverine Trading, LLC | 89,480 | $24.2M | 0.50% | −1,056−1.2% | Reduced |
| Hartford Investment Management Co | 92,771 | $25.2M | 0.69% | −11,422−11.0% | Reduced |
| Pittenger & Anderson Inc | 93,812 | $25.4M | 1.28% | +449+0.5% | Added |
| Border to Coast Pensions Partnership Ltd | 101,447 | $25.6M | 0.87% | 00.0% | Unchanged |
| Zacks Investment Management | 94,760 | $25.7M | 0.41% | +1,612+1.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 94,848 | $25.7M | 3.51% | −9,138−8.8% | Reduced |
| Granite Investment Partners, LLC | 96,678 | $26.2M | 0.82% | −480.0% | Reduced |
| Tredje AP-fonden | 96,761 | $26.2M | 0.55% | +33,600+53.2% | Added |
| Financial Counselors Inc | 96,956 | $26.3M | 0.56% | +2,054+2.2% | Added |
| Boston Private Wealth LLC | 96,976 | $26.3M | 0.34% | +1,136+1.2% | Added |
| Forbes J M & Co LLP | 97,739 | $26.5M | 3.35% | +694+0.7% | Added |