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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.

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: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 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 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$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
Wealth Advisory Solutions, LLC756$205.0K0.05%+756New
Schneider Downs Wealth Management Advisors, LP761$206.0K0.05%+761New
Cornerstone Advisory, LLC761$206.0K0.03%+761New
Bigelow Investment Advisors, LLC760$206.0K0.10%+760New
RHS Financial, LLC763$207.0K0.15%−176−18.7%Reduced
Ground Swell Capital, LLC763$207.0K0.89%−111−12.7%Reduced
RGT Wealth Advisors, LLC762$207.0K0.04%−105−12.1%Reduced
TFC Financial Management765$207.0K0.07%00.0%Unchanged
Cedar Brook Financial Partners, LLC763$207.0K0.06%+763New
Cutter & CO Brokerage, Inc.768$208.0K0.05%+768New
Pacific Edge Advisors, LLC776$210.0K0.10%−77−9.0%Reduced
Claret Asset Management Corp773$210.0K0.04%+773New
Carlson Capital Management779$211.0K0.02%+779New
Keystone Financial Group779$211.0K0.04%+779New
Tobam782$212.0K0.01%+154+24.5%Added
Marathon Capital Management781$212.0K0.05%+781New
Capital Wealth Planning, LLC788$214.0K0.01%−446−36.1%Reduced
Clarity Financial LLC788$214.0K0.04%−35−4.3%Reduced
Madrona Financial Services, LLC790$214.0K0.10%+790New
Tfo-TDC, LLC790$214.0K0.04%+790New
Newport Wealth Strategies, Inc.791$215.0K0.13%+791New
Axiom Investment Management LLC800$216.0K0.22%−237−22.9%Reduced
Sterling Investment Advisors, Ltd.795$216.0K0.06%+125+18.7%Added
Trellis Advisors, LLC797$216.0K0.11%+797New
Woodward Diversified Capital, LLC797$216.0K0.14%+797New
D'Orazio & Associates, Inc.799$217.0K0.05%+231+40.7%Added
qPULA Trading Management LP800$217.0K0.34%+800New
Burns Matteson Capital Management, LLC801$217.2K0.16%+801New
Sage Private Wealth Group, LLC805$218.0K0.30%+26+3.3%Added
Kayne Anderson Rudnick Investment Management LLC803$218.0K0.00%+258+47.3%Added
Trustcore Financial Services, LLC806$219.0K0.02%+788+4,377.8%Added
Sigma Investment Counselors Inc807$219.0K0.02%+807New
BKD Wealth Advisors, LLC809$219.0K0.01%+809New
Fma Advisory Inc819$222.0K0.08%+819New
HHM Wealth Advisors, LLC824$223.0K0.06%−9−1.1%Reduced
Deseret Mutual Benefit Administrators821$223.0K0.04%00.0%Unchanged
Tower Wealth Partners, Inc.825$224.0K0.24%−597−42.0%Reduced
McLean Asset Management Corp759$224.0K0.09%+759New
KB Financial Partners, LLC830$225.0K0.08%+431+108.0%Added
United Capital Management of KS, Inc.835$226.0K0.09%−1−0.1%Reduced
QCM Cayman, Ltd.835$226.0K0.62%+835New
Fermata Advisors, LLC835$226.0K0.10%+835New
Indie Asset Partners, LLC838$227.0K0.18%00.0%Unchanged
Kozak & Associates, Inc.746$228.0K0.13%+746New
Carolinas Wealth Consulting LLC845$229.0K0.05%+212+33.5%Added
Alpha Omega Wealth Management LLC845$229.0K0.04%+845New
Welch Group, LLC848$230.0K0.02%+848New
First National Bank of Omaha853$231.0K0.01%+853New
Accurate Wealth Management, LLC833$231.0K0.20%+833New
Focused Wealth Management, Inc860$233.0K0.04%+61+7.6%Added
Thompson Siegel & Walmsley LLC858$233.0K0.00%+520+153.8%Added
Cookson Peirce & Co Inc858$233.0K0.01%+858New
Private Advisory Group LLC859$233.0K0.06%+859New
Outlook Wealth Advisors, LLC861$234.0K0.08%−106−11.0%Reduced
Pensionmark Financial Group, LLC866$235.0K0.05%+15+1.8%Added
Diamant Asset Management, Inc.870$236.0K0.20%+870New
ICW Investment Advisors LLC870$236.0K0.15%+870New
Cary Street Partner Investment Advisory LLC878$238.0K0.08%+50+6.0%Added
ARGI Investment Services, LLC878$238.0K0.01%+878New
Stony Point Wealth Management Inc.880$239.0K0.14%−257−22.6%Reduced
SignalPoint Asset Management, LLC886$240.0K0.08%+8+0.9%Added
Accredited Investors Inc.885$240.0K0.03%+43+5.1%Added
Keebeck Wealth Management, LLC890$241.0K0.05%−357−28.6%Reduced
Ratio Wealth Group889$241.1K0.08%+889New
Private Capital Management LLC893$242.0K0.10%−49−5.2%Reduced
Cable Hill Partners, LLC894$242.0K0.06%+894New
First Affirmative Financial Network899$244.0K0.25%+899New
Corrigan Financial, Inc.900$244.1K0.07%00.0%Unchanged
Hexagon Capital Partners LLC904$245.0K0.07%−100−10.0%Reduced
CRA Financial Services, LLC907$246.0K0.08%00.0%Unchanged
Granite Investment Advisors, LLC906$246.0K0.04%+906New
Capital Advisors Inc911$247.0K0.01%−239−20.8%Reduced
Abacus Planning Group, Inc.909$247.0K0.08%−161−15.0%Reduced
Wellspring Financial Advisors, LLC914$248.0K0.07%+18+2.0%Added
Douglas Lane & Associates, LLC915$248.0K0.00%+84+10.1%Added
Lowe Brockenbrough & Co Inc913$248.0K0.02%+913New
Benchmark Financial Wealth Advisors, LLC914$248.0K0.12%+914New
Schaper Benz & Wise Investment Counsel Inc919$249.0K0.02%00.0%Unchanged
Financial Advisory Group918$249.0K0.06%00.0%Unchanged
Eagle Bay Advisors LLC920$249.0K0.15%+511+124.9%Added
IFG Advisory, LLC924$250.0K0.03%−44−4.5%Reduced
Taurus Asset Management, LLC923$250.0K0.03%00.0%Unchanged
Plancorp, LLC923$250.0K0.02%+55+6.3%Added
Advus Financial Partners, LLC987$250.8K0.14%+987New
Sculati Wealth Management, LLC929$252.0K0.13%+23+2.5%Added
Baker Avenue Asset Management, LP933$253.0K0.01%−373−28.6%Reduced
Pictet North America Advisors SA931$253.0K0.03%00.0%Unchanged
UMA Financial Services, Inc.868$253.0K0.07%+868New
Tower Bridge Advisors933$253.0K0.02%00.0%Unchanged
PFG Advisors936$254.0K0.03%−116−11.0%Reduced
Altus Wealth Group LLC937$254.0K0.25%+9+1.0%Added
HMS Capital Management, LLC945$256.0K0.12%00.0%Unchanged
Tuttle Tactical Management957$260.0K0.30%−113−10.6%Reduced
JJJ Advisors Inc.960$260.0K0.09%+192+25.0%Added
DT Investment Partners, LLC960$260.0K0.03%+960New
Monticello Wealth Management, LLC962$261.0K0.03%+41+4.5%Added
SNS Financial Group, LLC964$261.0K0.03%+964New
Vivid Financial Management, Inc.969$263.0K0.11%−1,258−56.5%Reduced
SlateStone Wealth, LLC970$263.0K0.06%−78−7.4%Reduced
Rock Creek Group, LP973$264.0K0.04%−235−19.5%Reduced