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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 247 | $66.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 258 | $70.0K | 0.04% | +2+0.8% | Added |
| Sound Income Strategies, LLC | 259 | $70.0K | 0.01% | +7+2.8% | Added |
| Tower View Investment Management & Research LLC | 260 | $71.0K | 0.04% | +13+5.3% | Added |
| Activest Wealth Management | 260 | $71.0K | 0.05% | +65+33.3% | Added |
| Hartford Financial Management Inc. | 265 | $72.0K | 0.02% | +10+3.9% | Added |
| Truehand, Inc | 268 | $73.0K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 272 | $74.0K | 0.00% | −158−36.7% | Reduced |
| Investors Research Corp | 271 | $74.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 286 | $78.0K | 0.01% | −605−67.9% | Reduced |
| Perkins Coie Trust Co | 287 | $78.0K | 0.02% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 290 | $79.0K | 2.18% | −1,050−78.4% | Reduced |
| LSV Asset Management | 300 | $81.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $81.0K | 0.06% | 00.0% | Unchanged |
| Corsicana & Co. | 300 | $81.0K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 271 | $81.0K | 0.06% | +40+17.3% | Added |
| Estate Counselors, LLC | 308 | $83.0K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 311 | $84.0K | 0.06% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 324 | $88.0K | 0.05% | +192+145.5% | Added |
| Burleson & Company, LLC | 330 | $90.0K | 0.01% | −4−1.2% | Reduced |
| Bollard Group LLC | 330 | $90.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 331 | $90.0K | 0.00% | +31+10.3% | Added |
| Resolute Partners Group | 331 | $90.0K | 0.01% | +103+45.2% | Added |
| McIlrath & Eck, LLC | 352 | $95.0K | 0.03% | +2+0.6% | Added |
| Better Money Decisions, LLC | 365 | $99.0K | 0.08% | +19+5.5% | Added |
| Fortis Advisors, LLC | 373 | $101.0K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 377 | $102.0K | 0.02% | +151+66.8% | Added |
| Guinness Atkinson Asset Management Inc | 380 | $103.0K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 387 | $105.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 387 | $105.0K | 0.02% | +387 | New |
| Ironwood Financial, llc | 389 | $106.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 390 | $106.0K | 0.10% | +160+69.6% | Added |
| Clean Yield Group | 405 | $110.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 405 | $110.0K | 0.02% | +243+150.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $111.2K | 0.13% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 415 | $113.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 416 | $113.0K | 0.03% | +416 | New |
| Johnson Financial Group, Inc. | 426 | $116.0K | 0.01% | −70−14.1% | Reduced |
| Earnest Partners LLC | 436 | $118.0K | 0.00% | +17+4.1% | Added |
| Lenox Wealth Advisors, LLC | 435 | $118.0K | 0.02% | +280+180.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 434 | $118.0K | 0.04% | +434 | New |
| Alpha Paradigm Partners, LLC | 441 | $120.0K | 0.05% | −6,113−93.3% | Reduced |
| Manchester Capital Management LLC | 441 | $120.0K | 0.02% | −6−1.3% | Reduced |
| Consolidated Planning Corp | 444 | $120.0K | 0.08% | +444 | New |
| Pin Oak Investment Advisors Inc | 445 | $121.0K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 454 | $123.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 458 | $124.0K | 0.08% | +458 | New |
| Jackson Wealth Management, LLC | 69,529 | $125.0K | 1.51% | +15,640+29.0% | Added |
| Hanson & Doremus Investment Management | 465 | $126.0K | 0.03% | +15+3.3% | Added |
| Freemont Management S.A. | 463 | $126.0K | 0.02% | +463 | New |
| Hillsdale Investment Management Inc. | 470 | $127.0K | 0.01% | +30+6.8% | Added |
| Mascoma Wealth Management LLC | 467 | $127.0K | 0.05% | +467 | New |
| Concord Wealth Partners | 473 | $128.0K | 0.05% | −566−54.5% | Reduced |
| RWM Asset Management, LLC | 487 | $132.0K | 0.03% | +487 | New |
| Logan Capital Management Inc | 495 | $134.0K | 0.01% | +118+31.3% | Added |
| Crewe Advisors LLC | 498 | $135.0K | 0.03% | +15+3.1% | Added |
| Capital Directions Investment Advisors, LLC | 499 | $135.0K | 0.04% | +96+23.8% | Added |
| Kowal Investment Group, LLC | 498 | $135.0K | 0.04% | +498 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 500 | $136.0K | 0.02% | −25,337−98.1% | Reduced |
| Hoertkorn Richard Charles | 500 | $136.0K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 501 | $136.0K | 0.02% | +113+29.1% | Added |
| Kessler Investment Group, LLC | 500 | $136.0K | 0.10% | +250+100.0% | Added |
| West Paces Advisors Inc. | 510 | $138.3K | 0.05% | +191+59.9% | Added |
| JFS Wealth Advisors, LLC | 513 | $139.0K | 0.01% | +403+366.4% | Added |
| Antonetti Capital Management LLC | 511 | $139.0K | 0.11% | +511 | New |
| Vestor Capital, LLC | 525 | $142.0K | 0.01% | +25+5.0% | Added |
| Blue Chip Partners, Inc. | 530 | $144.0K | 0.02% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 537 | $145.6K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 550 | $149.0K | 0.07% | −12−2.1% | Reduced |
| First Command Bank | 551 | $149.0K | 0.03% | +10+1.8% | Added |
| First Command Financial Services, Inc. | 551 | $149.0K | 0.03% | +10+1.8% | Added |
| BerganKDV Wealth Management, LLC | 557 | $151.0K | 0.02% | +157+39.3% | Added |
| Arcadia Investment Management Corp | 560 | $152.0K | 0.03% | +500+833.3% | Added |
| Hudock, Inc. | 587 | $159.0K | 0.05% | +50+9.3% | Added |
| Atlas Capital Advisors LLC | 591 | $160.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $163.0K | 0.07% | −260−30.2% | Reduced |
| Blume Capital Management, Inc. | 600 | $163.0K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 627 | $170.0K | 0.06% | +4+0.6% | Added |
| Institutional & Family Asset Management, LLC | 631 | $171.0K | 0.03% | +89+16.4% | Added |
| Holloway Wealth Management, LLC | – | $173.0K | 0.05% | – | – |
| Baystate Wealth Management LLC | 645 | $175.0K | 0.02% | −16−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 665 | $180.0K | 0.01% | +165+33.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 665 | $180.4K | 0.02% | +75+12.7% | Added |
| Stephens Investment Management Group LLC | 680 | $184.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 690 | $187.0K | 0.06% | +2+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 727 | $197.0K | 0.01% | −14,431−95.2% | Reduced |
| Glassman Wealth Services | 727 | $197.0K | 0.04% | +126+21.0% | Added |
| Jacobs & Co | 741 | $200.0K | 0.02% | +741 | New |
| Affinity Capital Advisors, LLC | 738 | $200.0K | 0.07% | +738 | New |
| Howe & Rusling Inc | 741 | $201.0K | 0.03% | −4−0.5% | Reduced |
| Biltmore Wealth Management, LLC | 743 | $202.0K | 0.08% | +743 | New |
| Palisade Asset Management, LLC | 747 | $203.0K | 0.02% | +747 | New |
| Sicart Associates LLC | 750 | $203.0K | 0.06% | +750 | New |
| Biltmore Capital Advisors LLC | 751 | $204.0K | 0.04% | −79−9.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 752 | $204.0K | 0.12% | +2+0.3% | Added |
| Altshuler Shaham Ltd | 747 | $204.0K | 0.00% | +424+131.3% | Added |
| Burney Co | 754 | $204.0K | 0.01% | +754 | New |
| Journey Advisory Group, LLC | 753 | $204.0K | 0.07% | +753 | New |
| Farmers National Bank | 918 | $204.3K | 0.08% | +918 | New |
| Burke & Herbert Bank & Trust Co | 755 | $205.0K | 0.13% | +755 | New |