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 |
|---|---|---|---|---|---|
| Breiter Capital Management Inc | 975 | $264.0K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 972 | $264.0K | 0.06% | +105+12.1% | Added |
| Baldwin Investment Management, LLC | 973 | $264.0K | 0.05% | +135+16.1% | Added |
| Prestige Wealth Management Group LLC | 972 | $264.0K | 0.07% | +226+30.3% | Added |
| Gray Wealth Management Inc. | 977 | $265.0K | 0.15% | +977 | New |
| Yorktown Management & Research Co Inc | 980 | $266.0K | 0.20% | 00.0% | Unchanged |
| Foundry Partners, LLC | 985 | $267.0K | 0.01% | −187−16.0% | Reduced |
| Smith, Moore & Co. | 986 | $267.0K | 0.04% | −95−8.8% | Reduced |
| Cedar Wealth Management, LLC | 984 | $267.0K | 0.12% | +17+1.8% | Added |
| J. L. Bainbridge & Co., Inc. | 989 | $268.0K | 0.03% | +989 | New |
| Southland Equity Partners LLC | 990 | $268.5K | 0.12% | +87+9.6% | Added |
| Synergy Financial Management, LLC | 991 | $269.0K | 0.06% | +121+13.9% | Added |
| Loveless Wealth Management LLC | 992 | $269.0K | 0.16% | +992 | New |
| Chelsea Counsel Co | 994 | $270.0K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 995 | $270.0K | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 1,000 | $271.0K | 0.04% | −800−44.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,000 | $271.0K | 0.02% | +1+0.1% | Added |
| Arbor Investment Advisors, LLC | 1,000 | $271.0K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $271.0K | 0.02% | 00.0% | Unchanged |
| First Growth Investment Manager LP | 1,000 | $271.0K | 0.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 998 | $271.0K | 0.18% | +98+10.9% | Added |
| CCG Wealth Management, LLC | 998 | $271.0K | 0.16% | +146+17.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 998 | $271.0K | 0.10% | +998 | New |
| Thompson Investment Management, Inc. | 1,006 | $273.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,008 | $273.0K | 0.17% | +88+9.6% | Added |
| Berkeley Capital Partners, LLC | 1,009 | $274.0K | 0.13% | +57+6.0% | Added |
| Aviance Capital Partners, LLC | 1,018 | $276.0K | 0.05% | −90−8.1% | Reduced |
| Cadence Bank NA | 1,017 | $276.0K | 0.08% | +30+3.0% | Added |
| LBMC Investment Advisors, LLC | 29,526 | $277.0K | 0.03% | +27,579+1,416.5% | Added |
| Veracity Capital LLC | 1,021 | $277.0K | 0.12% | +76+8.0% | Added |
| MainStreet Investment Advisors LLC | 1,026 | $278.0K | 0.03% | +142+16.1% | Added |
| Covenant Multifamily Offices, LLC | 1,028 | $279.0K | 0.05% | +173+20.2% | Added |
| Adirondack Trust Co | 938 | $281.0K | 0.13% | 00.0% | Unchanged |
| AIA Group Ltd | 1,036 | $281.0K | 0.02% | +176+20.5% | Added |
| American National Bank | 1,044 | $283.0K | 0.06% | +138+15.2% | Added |
| Harbor Financial Services, LLC | 1,044 | $283.0K | 0.12% | +1,044 | New |
| Financial Network Wealth Management LLC | 1,046 | $284.0K | 0.16% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 981 | $286.0K | 0.14% | −99−9.2% | Reduced |
| Two Sigma Securities, LLC | 1,058 | $287.0K | 0.06% | −10,157−90.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 974 | $287.0K | 0.00% | −4,859−83.3% | Reduced |
| AllSquare Wealth Management LLC | 1,058 | $287.0K | 0.17% | −150−12.4% | Reduced |
| Reilly Financial Advisors, LLC | 1,060 | $287.0K | 0.02% | +14+1.3% | Added |
| Accuvest Global Advisors | 1,059 | $287.0K | 0.14% | +1,059 | New |
| Jackson Creek Investment Advisors LLC | 1,061 | $288.0K | 0.11% | −49−4.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $288.0K | 0.09% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,063 | $288.0K | 0.05% | +88+9.0% | Added |
| PAX Financial Group, LLC | 1,067 | $289.0K | 0.07% | +10+0.9% | Added |
| KC Investment Advisors, LLC | 1,065 | $289.0K | 0.23% | +27+2.6% | Added |
| Soltis Investment Advisors LLC | 1,064 | $289.0K | 0.04% | +52+5.1% | Added |
| GM Advisory Group, Inc. | 1,066 | $289.0K | 0.03% | +145+15.7% | Added |
| Ategra Capital Management, LLC | 1,072 | $290.7K | 0.15% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,074 | $291.0K | 0.46% | −78−6.8% | Reduced |
| Gilman Hill Asset Management, LLC | 1,072 | $291.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,075 | $292.0K | 0.06% | +125+13.2% | Added |
| LVW Advisors, LLC | 1,082 | $293.0K | 0.05% | +1+0.1% | Added |
| Morningstar Investment Services LLC | 1,084 | $294.0K | 0.00% | −12,883−92.2% | Reduced |
| RFG Advisory, LLC | 1,092 | $296.0K | 0.02% | +91+9.1% | Added |
| Phocas Financial Corp. | 1,090 | $296.0K | 0.04% | +1,090 | New |
| Susquehanna International Group Ltd. | 1,091 | $296.0K | 0.07% | +1,091 | New |
| Premier Asset Management LLC | 1,100 | $298.0K | 0.04% | +145+15.2% | Added |
| Apriem Advisors | 1,100 | $298.0K | 0.04% | +250+29.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,100 | $298.0K | 0.17% | +1,100 | New |
| WealthPLAN Partners, LLC | 1,121 | $299.0K | 0.02% | −41−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 1,104 | $299.0K | 0.04% | +4+0.4% | Added |
| Opes Wealth Management LLC | 1,102 | $299.0K | 0.11% | +142+14.8% | Added |
| Epiq Partners, LLC | 1,107 | $300.0K | 0.14% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,033 | $301.0K | 0.13% | +175+20.4% | Added |
| Janney Capital Management LLC | 1,118 | $303.0K | 0.02% | +19+1.7% | Added |
| Emfo, LLC | 1,117 | $303.0K | 0.27% | +56+5.3% | Added |
| Doliver Advisors, LP | 1,120 | $304.0K | 0.10% | +18+1.6% | Added |
| Evanson Asset Management, LLC | 1,235 | $304.0K | 0.03% | +1,235 | New |
| Clarity Wealth Advisors, LLC | 1,128 | $305.0K | 0.15% | +11+1.0% | Added |
| Sage Mountain Advisors LLC | 1,123 | $305.0K | 0.04% | +116+11.5% | Added |
| Cordasco Financial Network | 1,132 | $307.0K | 0.21% | −7−0.6% | Reduced |
| GFS Advisors, LLC | 1,137 | $308.0K | 0.07% | +150+15.2% | Added |
| MJP Associates Inc | 1,140 | $309.0K | 0.10% | +51+4.7% | Added |
| SPC Financial, Inc. | 1,139 | $309.0K | 0.04% | +55+5.1% | Added |
| Grace Capital | 1,148 | $311.0K | 0.19% | +70+6.5% | Added |
| Natixis Investment Managers International | 1,151 | $312.0K | 0.02% | −245−17.6% | Reduced |
| HCR Wealth Advisors | 1,149 | $312.0K | 0.05% | −14−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,154 | $313.0K | 0.05% | +114+11.0% | Added |
| Strategy Asset Managers LLC | 1,159 | $314.0K | 0.07% | +78+7.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,157 | $314.0K | 0.03% | +260+29.0% | Added |
| Blue Fin Capital, Inc. | 1,167 | $316.0K | 0.10% | +1,167 | New |
| DC Investments Management, LLC | 1,170 | $317.0K | 0.59% | +1,170 | New |
| United Asset Strategies, Inc. | 1,173 | $318.0K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,176 | $319.0K | 0.13% | 00.0% | Unchanged |
| Eidelman Virant Capital | 1,173 | $320.0K | 0.12% | −25−2.1% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $320.0K | 0.14% | 00.0% | Unchanged |
| Terry L. Blaker | 1,184 | $321.0K | 0.02% | −27−2.2% | Reduced |
| Lion Street Advisors, LLC | 1,193 | $323.0K | 0.17% | +1,193 | New |
| Zhang Financial LLC | 1,195 | $324.0K | 0.07% | +1,195 | New |
| Morris Retirement Advisors, LLC | 1,207 | $327.0K | 0.28% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,204 | $327.0K | 0.10% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,207 | $327.0K | 0.05% | +98+8.8% | Added |
| Forte Capital LLC | 1,208 | $328.0K | 0.04% | +32+2.7% | Added |
| Boyd Watterson Asset Management LLC | 1,208 | $328.0K | 0.12% | +108+9.8% | Added |
| Enterprise Financial Services Corp | 1,211 | $329.0K | 0.04% | +829+217.0% | Added |
| MKD Wealth Coaches, LLC | 1,214 | $329.0K | 0.52% | +1,214 | New |
| Private Capital Group, LLC | 1,216 | $330.0K | 0.07% | −1−0.1% | Reduced |