Skip to main content

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.

Institutional holdersQ3 2021: 2,188 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ3 2021: $207.8B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2021.

Institutions holding CRM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Swedbank AB1,144,793$310.5M0.58%+101,875+9.8%Added
Route One Investment Company, L.P.1,171,750$317.8M8.18%00.0%Unchanged
Millennium Management LLC1,208,103$327.7M0.43%−177,313−12.8%Reduced
National Pension Service1,232,683$334.3M0.64%+55,577+4.7%Added
Fred Alger Management, LLC1,232,836$334.4M0.80%+35,001+2.9%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)1,254,176$340.2M4.45%+117,700+10.4%Added
DekaBank Deutsche Girozentrale1,312,979$356.3M1.00%+160,642+13.9%Added
Deccan Value Investors L.P.1,373,200$372.4M14.73%−31,300−2.2%Reduced
Prudential Financial Inc1,423,300$374.6M0.52%+408,229+40.2%Added
Stifel Financial Corp1,414,581$383.7M0.56%+4,462+0.3%Added
Dimensional Fund Advisors LP1,495,209$405.5M0.13%+39,106+2.7%Added
Rhumbline Advisers1,499,533$406.7M0.55%+26,052+1.8%Added
Nordea Investment Management AB1,531,382$416.4M0.54%+16,458+1.1%Added
Manufacturers Life Insurance Company, The1,537,561$417.0M0.34%+98,319+6.8%Added
Citadel Advisors LLC1,551,263$420.7M0.47%+1,295,084+505.5%Added
Farallon Capital Management, L.L.C.1,577,915$428.0M2.30%+100,300+6.8%Added
HSBC Holdings PLC1,632,658$443.0M0.51%+209,811+14.7%Added
Holocene Advisors, LP1,696,613$460.2M2.65%+715,267+72.9%Added
New York State Common Retirement Fund1,743,282$472.8M0.50%−10,290−0.6%Reduced
California State Teachers Retirement System1,762,649$478.1M0.61%+150,186+9.3%Added
CIBC Private Wealth Group, LLC1,807,510$490.2M1.14%+284,535+18.7%Added
Alliancebernstein L.P.1,832,859$497.1M0.20%+523,876+40.0%Added
Carmignac Gestion1,918,784$520.4M6.52%+175,023+10.0%Added
First Eagle Investment Management, LLC1,926,878$522.6M1.34%−32,273−1.6%Reduced
Point72 Asset Management, L.P.1,972,327$534.9M2.54%−115,596−5.5%Reduced
Citigroup Inc1,998,703$542.1M0.54%+44,863+2.3%Added
Credit Suisse AG2,011,099$545.5M0.44%−58,020−2.8%Reduced
Raymond James & Associates2,015,973$546.8M0.49%+144,076+7.7%Added
California Public Employees Retirement System2,066,777$560.6M0.42%+80,525+4.1%Added
GQG Partners LLC2,163,790$586.8M1.61%+2,163,790New
Lazard Asset Management LLC2,172,125$589.1M0.66%+131,226+6.4%Added
American Century Companies Inc2,365,318$641.5M0.44%−259,956−9.9%Reduced
Meritage Group LP2,421,421$656.7M12.94%−41,661−1.7%Reduced
Janus Henderson Group PLC2,481,516$673.0M0.29%−115,576−4.5%Reduced
Winslow Capital Management, LLC2,488,900$675.0M2.65%+1,297,198+108.9%Added
First Trust Advisors LP2,546,077$690.5M0.74%−45,820−1.8%Reduced
Neuberger Berman Group LLC2,562,978$692.3M0.61%+243,844+10.5%Added
Matrix Capital Management Company, LP2,622,309$711.2M8.09%00.0%Unchanged
Barclays PLC2,758,099$748.1M0.53%+714,162+34.9%Added
Bank of Montreal2,654,775$752.1M0.37%+583,070+28.1%Added
Flossbach Von Storch AG2,792,822$757.5M2.21%+140,172+5.3%Added
Akre Capital Management LLCSuperinvestorAkre Capital Management2,800,000$759.4M4.68%00.0%Unchanged
Pictet Asset Management SA3,184,839$863.8M0.96%+3,184,839New
Sumitomo Mitsui Trust Holdings, Inc.3,207,907$870.0M0.54%+8,385+0.3%Added
Parametric Portfolio Associates LLC3,352,331$909.2M0.52%+239,514+7.7%Added
Goldman Sachs Group Inc3,568,768$967.9M0.25%−1,377,954−27.9%Reduced
Royal Bank of Canada3,575,390$969.7M0.27%+207,124+6.1%Added
Allianz Asset Management GmbH3,620,358$981.9M0.81%+899,939+33.1%Added
Sustainable Growth Advisers, LP3,749,982$1.02B5.15%+243,625+6.9%Added
Arrowstreet Capital, Limited Partnership3,750,680$1.02B1.27%−1,178,101−23.9%Reduced
Swiss National Bank3,841,531$1.04B0.66%+99,419+2.7%Added
Deutsche Bank AG3,945,470$1.07B0.51%+599,847+17.9%Added
Vulcan Value Partners, LLC3,971,610$1.08B5.79%−107,186−2.6%Reduced
Principal Financial Group Inc3,996,414$1.08B0.71%+151,040+3.9%Added
FIL Ltd4,047,716$1.10B1.22%+469,855+13.1%Added
Ameriprise Financial Inc4,221,045$1.15B0.37%+538,091+14.6%Added
Franklin Resources Inc4,402,418$1.19B0.45%+128,661+3.0%Added
Charles Schwab Investment Management Inc4,540,490$1.23B0.40%+290,620+6.8%Added
JPMorgan Chase & Co4,588,892$1.24B0.17%+1,258,981+37.8%Added
Amundi4,691,518$1.27B0.89%+184,656+4.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,949,812$1.34B2.17%+1,237,134+33.3%Added
Wells Fargo & Company5,067,342$1.37B0.31%+218,517+4.5%Added
Baillie Gifford & Co5,091,131$1.38B0.72%−61,093−1.2%Reduced
Massachusetts Financial Services Co5,260,001$1.43B0.42%−231,575−4.2%Reduced
UBS Group AG5,607,731$1.52B0.64%+820,445+17.1%Added
UBS Asset Management Americas Inc5,636,842$1.53B0.63%+348,533+6.6%Added
Invesco Ltd.5,929,783$1.61B0.41%+3,523,694+146.4%Added
Legal & General Group Plc6,078,914$1.65B0.54%+545,966+9.9%Added
Clearbridge Investments, LLC7,103,552$1.93B1.37%+403,602+6.0%Added
Jennison Associates LLC9,712,251$2.63B1.70%+1,352,595+16.2%Added
Polen Capital Management LLC9,777,594$2.65B4.87%+128,367+1.3%Added
Bank of New York Mellon Corp9,868,648$2.68B0.52%+257,695+2.7%Added
Norges Bank10,109,143$2.74B0.61%+146,321+1.5%Added
Loomis Sayles & Co L P10,671,316$2.89B3.56%+1,499,302+16.3%Added
Bank of America Corp11,929,111$3.24B0.36%−207,795−1.7%Reduced
Northern Trust Corp12,130,122$3.29B0.58%−305,886−2.5%Reduced
Nuveen Asset Management, LLC12,634,145$3.43B1.07%+882,399+7.5%Added
Fisher Asset Management, LLC13,909,728$3.77B2.34%+488,928+3.6%Added
Geode Capital Management, LLC14,884,328$4.02B0.54%+1,109,641+8.1%Added
Morgan Stanley15,201,272$4.12B0.56%−1,362,625−8.2%Reduced
Wellington Management Group LLP15,889,819$4.31B0.73%+805,630+5.3%Added
Price T Rowe Associates Inc34,971,242$9.48B0.89%−6,934,165−16.5%Reduced
State Street Corp42,835,962$11.6B0.61%+1,426,612+3.4%Added
BlackRock Inc.64,763,613$17.6B0.50%+3,778,735+6.2%Added
FMR LLC69,506,662$18.9B1.50%+1,298,222+1.9%Added
Vanguard Group Inc73,630,768$20.0B0.50%+2,425,234+3.4%Added
Gerber Kawasaki Wealth & Investment Management67––−3,850−98.3%Reduced
Westside Investment Management, Inc.1,434––+34+2.4%Added
Renaissance Technologies LLC0$00.00%−1,035,181−100.0%Sold out
Group One Trading, L.P.0$00.00%−209,351−100.0%Sold out
HMI Capital Management, L.P.0$00.00%−159,916−100.0%Sold out
Ergoteles LLC0$00.00%−146,933−100.0%Sold out
Pactiv General Employee Benefit Trust0$00.00%−144,951−100.0%Sold out
Blue Whale Capital LLP0$00.00%−133,176−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−126,622−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−122,898−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−110,009−100.0%Sold out
Partners Capital Investment Group, LLP0$00.00%−109,784−100.0%Sold out
ROAM Global Management LP0$00.00%−99,069−100.0%Sold out
Unigestion Holding SA0$00.00%−85,774−100.0%Sold out