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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 188,443 | $51.1M | 0.13% | +6,373+3.5% | Added |
| Factory Mutual Insurance Co | 190,100 | $51.6M | 0.64% | +190,100 | New |
| Schonfeld Strategic Advisors LLC | 190,464 | $51.7M | 0.59% | +129,286+211.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 193,009 | $52.3M | 0.27% | −142,175−42.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 193,184 | $52.4M | 4.29% | +1,445+0.8% | Added |
| CIBC World Markets Inc. | 193,727 | $52.5M | 0.19% | +36,889+23.5% | Added |
| Crosslink Capital Inc | 194,916 | $52.9M | 9.54% | +35,480+22.3% | Added |
| Harbor Spring Capital, LLC | 195,000 | $52.9M | 7.17% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 195,256 | $53.0M | 0.36% | +36,876+23.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 196,195 | $53.2M | 2.95% | +2,326+1.2% | Added |
| Gulf International Bank (UK) Ltd | 198,164 | $53.7M | 0.69% | +13,239+7.2% | Added |
| La Financiere de L'Echiquier | 200,676 | $54.4M | 1.82% | +200,676 | New |
| Nisa Investment Advisors, LLC | 201,090 | $54.5M | 0.33% | +1,300+0.7% | Added |
| Ami Asset Management Corp | 201,173 | $54.6M | 2.73% | +34,615+20.8% | Added |
| Candlestick Capital Management LP | 203,204 | $55.1M | 1.46% | +178,392+719.0% | Added |
| NZS Capital, LLC | 205,543 | $55.7M | 5.50% | +7,704+3.9% | Added |
| AO Asset Management, LP | 205,800 | $55.8M | 4.11% | +58,700+39.9% | Added |
| Windward Capital Management Co | 206,505 | $56.0M | 5.19% | −980−0.5% | Reduced |
| Gofen & Glossberg LLC | 208,001 | $56.4M | 1.32% | +1,645+0.8% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 210,528 | $57.1M | 4.30% | +60,528+40.4% | Added |
| Cullen/Frost Bankers, Inc. | 210,878 | $57.2M | 1.16% | +2,245+1.1% | Added |
| Valiant Capital Management, L.P. | 214,300 | $58.1M | 6.19% | −63,400−22.8% | Reduced |
| Chicago Capital, LLC | 214,906 | $58.3M | 2.21% | −1,504−0.7% | Reduced |
| Hitchwood Capital Management LP | 215,000 | $58.3M | 2.04% | +215,000 | New |
| Locust Wood Capital Advisers, LLC | 215,702 | $58.5M | 3.71% | +1,239+0.6% | Added |
| Forsta Ap-Fonden | 216,147 | $58.6M | 0.66% | +27,947+14.8% | Added |
| MetLife Investment Management | 219,431 | $59.5M | 0.53% | +4,742+2.2% | Added |
| Banco Santander, S.A. | 219,798 | $59.6M | 0.32% | −14,847−6.3% | Reduced |
| Brown Advisory Inc | 221,852 | $60.2M | 0.09% | −4,432−2.0% | Reduced |
| Light Street Capital Management, LLC | 225,220 | $61.1M | 3.06% | +48,170+27.2% | Added |
| Guggenheim Capital LLC | 227,474 | $61.7M | 0.37% | −7,436−3.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 229,134 | $62.1M | 1.36% | +222,328+3,266.6% | Added |
| Susquehanna International Group, LLP | 230,351 | $62.5M | 0.08% | −450,444−66.2% | Reduced |
| ING Groep NV | 230,442 | $62.5M | 0.80% | +137,265+147.3% | Added |
| USS Investment Management Ltd | 233,262 | $63.3M | 0.55% | +155,195+198.8% | Added |
| Cooper Investors Pty Ltd | 237,164 | $64.3M | 4.26% | +14,136+6.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 239,184 | $64.9M | 1.08% | +76,110+46.7% | Added |
| Newbrook Capital Advisors LP | 239,414 | $64.9M | 4.73% | +239,414 | New |
| Henshaw Capital LLC | 240,400 | $65.2M | 4.08% | 00.0% | Unchanged |
| Rokos Capital Management LLP | 239,895 | $65.3M | 9.84% | +239,895 | New |
| Tran Capital Management, L.P. | 241,910 | $65.6M | 5.49% | −3,172−1.3% | Reduced |
| Janney Montgomery Scott LLC | 241,931 | $65.6M | 0.28% | +23,958+11.0% | Added |
| Gateway Investment Advisers LLC | 244,544 | $66.3M | 0.69% | −980.0% | Reduced |
| CIBC World Markets Corp | 245,014 | $66.5M | 0.45% | −81,458−25.0% | Reduced |
| Oppenheimer Asset Management Inc. | 245,902 | $66.7M | 0.95% | +3,163+1.3% | Added |
| Daiwa Securities Group Inc. | 119,560 | $66.7M | 0.44% | +27,223+29.5% | Added |
| Primecap Management Co | 245,900 | $66.7M | 0.05% | +115,900+89.2% | Added |
| Marshall Wace North America L.P. | 248,895 | $67.5M | 0.29% | −630,076−71.7% | Reduced |
| Amalgamated Bank | 249,711 | $67.7M | 0.57% | +2,219+0.9% | Added |
| Greenlea Lane Capital Management, LLC | 249,997 | $67.8M | 22.16% | +25,529+11.4% | Added |
| Northwestern Mutual Wealth Management Co | 252,546 | $68.5M | 0.13% | +23,093+10.1% | Added |
| Compagnie Lombard Odier SCmA | 254,211 | $68.9M | 1.49% | +37,236+17.2% | Added |
| Prio Wealth Limited Partnership | 259,029 | $70.3M | 2.37% | −4,693−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 259,076 | $70.3M | 0.18% | +21,104+8.9% | Added |
| Rheos Capital Works Inc. | 259,300 | $70.3M | 3.62% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,668 | $70.4M | 0.38% | +8,821+3.5% | Added |
| Tesco Pension Investment Ltd | 259,807 | $70.5M | 1.29% | −14,812−5.4% | Reduced |
| Employees Provident Fund Board | 261,768 | $71.0M | 1.17% | −71,260−21.4% | Reduced |
| Inverness Counsel LLC | 263,158 | $71.4M | 2.62% | +86,964+49.4% | Added |
| Bartlett & Co. Wealth Management LLC | 264,604 | $71.8M | 1.37% | +2,740+1.0% | Added |
| Bartlett & Co. LLC | 264,604 | $71.8M | 1.37% | +2,740+1.0% | Added |
| FDx Advisors, Inc. | 265,200 | $71.9M | 2.29% | +16,521+6.6% | Added |
| Advisor Group Holdings, Inc. | 269,000 | $73.0M | 0.15% | +27,603+11.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 270,866 | $73.5M | 0.68% | +8,069+3.1% | Added |
| Arizona State Retirement System | 270,922 | $73.5M | 0.60% | +13,795+5.4% | Added |
| AMP Capital Investors Ltd | 272,075 | $73.8M | 0.41% | −15,521−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 274,534 | $74.5M | 0.39% | +33,435+13.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 275,135 | $74.6M | 3.78% | +35,732+14.9% | Added |
| Alta Park Capital, LP | 275,800 | $74.8M | 5.86% | +109,300+65.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 276,501 | $75.0M | 0.41% | +32,328+13.2% | Added |
| Motley Fool Wealth Management, LLC | 278,123 | $75.4M | 3.28% | −8,181−2.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 281,100 | $76.2M | 1.52% | +667+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 282,621 | $76.7M | 0.71% | +15,750+5.9% | Added |
| STRS Ohio | 283,824 | $77.0M | 0.29% | −11,239−3.8% | Reduced |
| Victory Capital Management Inc | 286,439 | $77.7M | 0.08% | +17,289+6.4% | Added |
| M&G Investment Management Ltd | 291,222 | $78.9M | 0.38% | +65,957+29.3% | Added |
| EULAV Asset Management | 291,035 | $78.9M | 2.08% | −4,002−1.4% | Reduced |
| Putnam Investments LLC | 295,179 | $80.1M | 0.12% | +217,711+281.0% | Added |
| Pictet & Cie (Europe) SA | 296,227 | $80.3M | 2.98% | +69,414+30.6% | Added |
| RV Capital GmbH | 297,308 | $80.6M | 23.43% | +77,795+35.4% | Added |
| Ardevora Asset Management LLP | 301,665 | $81.8M | 1.04% | −5,200−1.7% | Reduced |
| Teacher Retirement System of Texas | 305,316 | $82.8M | 0.45% | +90,936+42.4% | Added |
| Nellore Capital Management LLC | 316,162 | $85.7M | 20.75% | +68,776+27.8% | Added |
| Parallax Volatility Advisers, L.P. | 320,444 | $86.9M | 0.93% | −235,126−42.3% | Reduced |
| Corvex Management LP | 325,144 | $88.2M | 3.87% | +9,144+2.9% | Added |
| Milestone Resources Group Ltd | 326,416 | $88.5M | 4.01% | +18,722+6.1% | Added |
| Senator Investment Group LP | 327,000 | $88.7M | 1.52% | +327,000 | New |
| Banque Pictet & Cie SA | 332,914 | $90.3M | 0.94% | +229,004+220.4% | Added |
| American International Group, Inc. | 333,794 | $90.5M | 0.48% | +16,146+5.1% | Added |
| Phoenix Holdings Ltd. | 345,484 | $93.7M | 1.67% | +82,506+31.4% | Added |
| Honeycomb Asset Management LP | 350,000 | $94.9M | 6.34% | +250,000+250.0% | Added |
| Handelsbanken Fonder AB | 353,766 | $95.9M | 0.50% | +25,928+7.9% | Added |
| Man Group plc | 365,246 | $99.1M | 0.35% | −12,101−3.2% | Reduced |
| State of Tennessee, Treasury Department | 372,651 | $101.1M | 0.39% | +105,676+39.6% | Added |
| Voya Investment Management LLC | 372,747 | $101.1M | 0.20% | +3,858+1.0% | Added |
| Candriam Luxembourg S.C.A. | 380,236 | $103.1M | 0.70% | +6,493+1.7% | Added |
| Nomura Asset Management Co Ltd | 383,925 | $104.1M | 0.59% | +10,682+2.9% | Added |
| Mar Vista Investment Partners LLC | 385,530 | $104.6M | 2.69% | −18,765−4.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 387,700 | $105.2M | 0.20% | 00.0% | Unchanged |
| ProShare Advisors LLC | 391,038 | $106.1M | 0.30% | +4,163+1.1% | Added |