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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 98,870 | $26.8M | 0.14% | +9,314+10.4% | Added |
| Bloom Tree Partners, LLC | 99,013 | $26.9M | 3.57% | +99,013 | New |
| Vancity Investment Management Ltd | 99,409 | $27.0M | 3.45% | +58,740+144.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 99,972 | $27.1M | 0.35% | −6,674−6.3% | Reduced |
| Islet Management, LP | 100,000 | $27.1M | 1.30% | +100,000 | New |
| NS Partners Ltd | 100,324 | $27.2M | 1.39% | +328+0.3% | Added |
| PEAK6 Investments LLC | 101,197 | $27.4M | 0.55% | −69,732−40.8% | Reduced |
| Marshall Wace, LLP | 102,271 | $27.7M | 0.14% | −361,937−78.0% | Reduced |
| NorthCoast Asset Management LLC | 103,465 | $28.1M | 1.02% | −638−0.6% | Reduced |
| Polar Asset Management Partners Inc. | 106,683 | $28.9M | 0.34% | +103,803+3,604.3% | Added |
| Aristotle Atlantic Partners, LLC | 107,404 | $29.1M | 1.93% | +815+0.8% | Added |
| Creative Planning | 107,591 | $29.2M | 0.05% | −2,377−2.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 108,329 | $29.4M | 1.07% | +108,329 | New |
| First Foundation Advisors | 108,602 | $29.5M | 1.10% | +4,894+4.7% | Added |
| Virginia Retirement Systems Et Al | 108,700 | $29.5M | 0.30% | +55,500+104.3% | Added |
| Regions Financial Corp | 109,349 | $29.7M | 0.26% | −755−0.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 111,000 | $30.1M | 0.59% | +39,999+56.3% | Added |
| Norinchukin Bank, The | 111,906 | $30.4M | 0.42% | +8,171+7.9% | Added |
| United Capital Financial Advisers, LLC | 112,164 | $30.4M | 0.15% | +3,785+3.5% | Added |
| Klingenstein Fields & Co LP | 112,313 | $30.5M | 1.30% | +119+0.1% | Added |
| Brinker Capital Investments, LLC | 125,651 | $30.7M | 0.49% | +1,422+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 114,740 | $31.1M | 0.53% | +14,459+14.4% | Added |
| Xponance, Inc. | 115,145 | $31.2M | 0.59% | +17,067+17.4% | Added |
| Sycomore Asset Management | 115,420 | $31.4M | 4.60% | +4,341+3.9% | Added |
| Waverton Investment Management Ltd | 116,336 | $31.6M | 1.24% | +2,913+2.6% | Added |
| Tiaa, FSB | 116,510 | $31.6M | 0.11% | +18,611+19.0% | Added |
| LMR Partners LLP | 118,566 | $32.2M | 0.45% | +97,491+462.6% | Added |
| ClariVest Asset Management LLC | 119,148 | $32.3M | 1.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 119,411 | $32.4M | 0.85% | +2,526+2.2% | Added |
| Metropolitan Life Insurance Co | 119,598 | $32.4M | 0.47% | +3,062+2.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 120,000 | $32.5M | 1.36% | 00.0% | Unchanged |
| UBS Oconnor LLC | 120,000 | $32.5M | 0.28% | +55,000+84.6% | Added |
| CIBC Asset Management Inc | 120,203 | $32.6M | 0.13% | +12,472+11.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 121,749 | $33.0M | 0.38% | +5,731+4.9% | Added |
| Fullerton Fund Management Co Ltd. | 121,877 | $33.1M | 2.01% | +53,542+78.4% | Added |
| Becker Capital Management Inc | 122,975 | $33.4M | 1.41% | +17,541+16.6% | Added |
| Wesbanco Bank Inc | 124,215 | $33.7M | 1.29% | −1,264−1.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $33.9M | 0.36% | −10,000−7.4% | Reduced |
| Zeke Capital Advisors, LLC | 125,401 | $34.0M | 1.96% | +113,754+976.7% | Added |
| Kerrisdale Advisers, LLC | 127,313 | $34.5M | 3.74% | −47,370−27.1% | Reduced |
| Mutual of America Capital Management LLC | 127,456 | $34.6M | 0.34% | +6,690+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 128,369 | $34.8M | 3.10% | +7,144+5.9% | Added |
| Maryland Capital Management | 129,954 | $35.2M | 2.11% | +1,475+1.1% | Added |
| Ci Investments Inc. | 133,453 | $36.2M | 0.13% | +1,058+0.8% | Added |
| Ithaka Group LLC | 134,124 | $36.4M | 4.45% | −1,503−1.1% | Reduced |
| Umb Bank N A | 136,047 | $36.9M | 0.83% | +3,669+2.8% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 137,927 | $37.4M | 4.65% | +79,027+134.2% | Added |
| Junto Capital Management LP | 138,088 | $37.5M | 1.18% | +138,088 | New |
| Heritage Investors Management Corp | 138,786 | $37.6M | 1.58% | +598+0.4% | Added |
| Aureus Asset Management, LLC | 141,171 | $38.3M | 2.52% | +3,856+2.8% | Added |
| Stephens Inc | 141,463 | $38.4M | 0.59% | −5,020−3.4% | Reduced |
| Westpac Banking Corp | 142,306 | $38.6M | 0.41% | −6,738−4.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 142,561 | $38.7M | 0.20% | −20,071−12.3% | Reduced |
| M&T Bank Corp | 142,772 | $38.7M | 0.17% | +3,519+2.5% | Added |
| Squarepoint Ops LLC | 145,392 | $39.4M | 0.27% | −22,350−13.3% | Reduced |
| Temasek Holdings (Private) Ltd | 146,089 | $39.6M | 0.14% | −145,500−49.9% | Reduced |
| Cambridge Trust Co | 146,204 | $39.7M | 1.50% | +340.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 146,243 | $39.7M | 0.94% | +10,056+7.4% | Added |
| Artemis Investment Management LLP | 148,068 | $40.1M | 0.32% | −3,328−2.2% | Reduced |
| Mackay Shields LLC | 148,505 | $40.3M | 0.38% | +3,039+2.1% | Added |
| AQR Capital Management LLC | 148,812 | $40.4M | 0.07% | −53,985−26.6% | Reduced |
| State of Alaska, Department of Revenue | 149,103 | $40.4M | 0.41% | +5,347+3.7% | Added |
| Texas Permanent School Fund | 150,085 | $40.7M | 0.50% | −3,742−2.4% | Reduced |
| Sandler Capital Management | 153,282 | $41.6M | 4.82% | +64,860+73.4% | Added |
| Nomura Holdings Inc | 152,191 | $41.9M | 0.32% | +34,015+28.8% | Added |
| Pinebridge Investments, L.P. | 155,036 | $42.0M | 0.50% | −11,179−6.7% | Reduced |
| Hantz Financial Services, Inc. | 155,200 | $42.1M | 1.38% | +17,385+12.6% | Added |
| Williams Jones Wealth Management, LLC. | 155,883 | $42.3M | 0.59% | +1,819+1.2% | Added |
| TownSquare Capital, LLC | 158,354 | $43.0M | 1.24% | +13,893+9.6% | Added |
| NN Investment Partners Holdings N.V. | 158,565 | $43.0M | 0.24% | +2,820+1.8% | Added |
| Summitry LLC | 158,890 | $43.1M | 2.69% | +40,152+33.8% | Added |
| APG Asset Management N.V. | 185,103 | $43.3M | 0.08% | −15,277−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 159,726 | $43.3M | 0.04% | +8,438+5.6% | Added |
| Interval Partners, LP | 160,291 | $43.5M | 2.55% | +160,291 | New |
| Swiss Life Asset Management Ltd | 160,516 | $43.5M | 0.60% | −689−0.4% | Reduced |
| HHR Asset Management, LLC | 161,631 | $43.8M | 4.60% | −30,536−15.9% | Reduced |
| Varma Mutual Pension Insurance Co | 162,671 | $44.1M | 0.67% | +50,000+44.4% | Added |
| Shellback Capital, LP | 164,703 | $44.7M | 2.61% | +164,703 | New |
| DnB Asset Management AS | 164,742 | $44.7M | 0.29% | +18,198+12.4% | Added |
| Lannebo Fonder AB | 165,000 | $44.8M | 5.55% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 165,774 | $45.0M | 1.27% | +162,337+4,723.2% | Added |
| Utah Retirement Systems | 167,286 | $45.4M | 0.61% | −1,635−1.0% | Reduced |
| Impax Asset Management Group plc | 168,177 | $45.6M | 0.19% | +1,050+0.6% | Added |
| Falcon Edge Capital, LP | 169,103 | $45.9M | 3.51% | +169,103 | New |
| Hollencrest Capital Management | 169,397 | $45.9M | 4.11% | +270.0% | Added |
| Comerica Bank | 157,622 | $46.1M | 0.28% | −32,516−17.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 172,000 | $46.6M | 0.23% | +12,873+8.1% | Added |
| Vontobel Holding Ltd. | 175,738 | $47.7M | 0.42% | +23,688+15.6% | Added |
| Petrus Trust Company, LTA | 177,731 | $48.2M | 5.34% | +431+0.2% | Added |
| Walleye Trading LLC | 178,525 | $48.4M | 1.14% | −112,014−38.6% | Reduced |
| RMB Capital Management, LLC | 178,860 | $48.5M | 1.59% | +3,225+1.8% | Added |
| British Columbia Investment Management Corp | 179,670 | $48.7M | 0.29% | +9,815+5.8% | Added |
| Kayak Investment Partners LLC | 180,317 | $48.9M | 6.92% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 182,075 | $49.4M | 0.87% | +150.0% | Added |
| MIG Capital, LLC | 183,484 | $49.8M | 4.78% | −5,162−2.7% | Reduced |
| Scotia Capital Inc. | 184,960 | $50.2M | 0.37% | +8,504+4.8% | Added |
| Tocqueville Asset Management L.P. | 186,583 | $50.6M | 0.75% | +37,451+25.1% | Added |
| WestEnd Advisors, LLC | – | $50.6M | 1.52% | – | – |
| Melqart Asset Management (UK) Ltd | 187,604 | $50.9M | 2.58% | +187,604 | New |
| Employees Retirement System of Texas | 187,700 | $50.9M | 0.59% | +129,000+219.8% | Added |