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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 1,217 | $330.0K | 0.19% | +1,217 | New |
| Naples Global Advisors, LLC | 1,221 | $331.0K | 0.04% | +6+0.5% | Added |
| Security National Bank of So Dak | 1,221 | $331.0K | 0.25% | +1,221 | New |
| Kercheville Advisors, LLC | 1,220 | $331.0K | 0.16% | +1,220 | New |
| Endurance Wealth Management, Inc. | 1,229 | $333.0K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,229 | $333.0K | 0.12% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,231 | $334.0K | 0.16% | +1,231 | New |
| Holderness Investments Co | 1,237 | $335.0K | 0.11% | −47−3.7% | Reduced |
| Aveo Capital Partners, LLC | 1,238 | $336.0K | 0.07% | +372+43.0% | Added |
| Griffin Asset Management, Inc. | 1,244 | $337.0K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,242 | $337.0K | 0.11% | +1,242 | New |
| Tompkins Financial Corp | 1,246 | $338.0K | 0.06% | +1,246 | New |
| LFA - Lugano Financial Advisors SA | 1,248 | $338.0K | 0.22% | +1,248 | New |
| DRW Securities, LLC | 1,250 | $339.0K | 0.10% | −1,683−57.4% | Reduced |
| Tufton Capital Management | 1,250 | $339.0K | 0.06% | +125+11.1% | Added |
| David R. Rahn & Associates Inc. | 1,249 | $339.0K | 0.19% | +1,249 | New |
| Quantinno Capital Management LP | 1,252 | $340.0K | 0.38% | +64+5.4% | Added |
| Poehling Capital Management, LLC | 1,253 | $340.0K | 0.11% | +90+7.7% | Added |
| Financial Advisors Network, Inc. | 1,115 | $342.0K | 0.08% | +105+10.4% | Added |
| Almanack Investment Partners, LLC. | 1,265 | $343.0K | 0.03% | +430+51.5% | Added |
| Frisch Financial Group, Inc. | 1,272 | $345.0K | 0.11% | −585−31.5% | Reduced |
| Well Done, LLC | 1,286 | $349.0K | 0.08% | +294+29.6% | Added |
| Pegasus Partners Ltd. | 1,292 | $350.0K | 0.06% | −55−4.1% | Reduced |
| Five Oceans Advisors | 1,296 | $352.0K | 0.41% | +1,296 | New |
| Jeppson Wealth Management, LLC | 1,305 | $353.0K | 0.18% | 00.0% | Unchanged |
| Ledyard National Bank | 1,314 | $356.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $356.0K | 0.23% | +125+10.5% | Added |
| Consolidated Capital Management, LLC | 1,317 | $357.0K | 0.17% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,318 | $357.0K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,323 | $359.0K | 0.03% | +158+13.6% | Added |
| LexAurum Advisors, LLC | 1,329 | $360.0K | 0.11% | −100−7.0% | Reduced |
| Retirement Income Solutions, Inc | 1,330 | $361.0K | 0.12% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,337 | $363.0K | 0.02% | −21,120−94.0% | Reduced |
| MONECO Advisors, LLC | 1,344 | $365.0K | 0.14% | +30+2.3% | Added |
| Botty Investors LLC | 1,346 | $365.0K | 0.11% | +1,346 | New |
| Weik Capital Management | 1,350 | $366.0K | 0.15% | −5−0.4% | Reduced |
| Cottage Street Advisors LLC | 1,357 | $368.0K | 0.25% | −182−11.8% | Reduced |
| Assetmark, Inc | 1,355 | $368.0K | 0.00% | +991+272.3% | Added |
| WBH Advisory Inc | 1,362 | $369.0K | 0.05% | −300−18.1% | Reduced |
| Somerset Group LLC | 1,360 | $369.0K | 0.27% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,364 | $370.0K | 0.32% | +1,364 | New |
| Wealth Architects, LLC | 1,368 | $371.0K | 0.07% | +173+14.5% | Added |
| Beck Mack & Oliver LLC | 1,368 | $371.0K | 0.01% | +1,368 | New |
| Principal Street Partners, LLC | 1,373 | $372.0K | 0.10% | −1,427−51.0% | Reduced |
| Simplify Asset Management Inc. | 1,372 | $372.0K | 0.07% | +1,372 | New |
| Waddell & Associates, LLC | 1,374 | $373.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,346 | $373.0K | 0.13% | +395+41.5% | Added |
| Indiana Trust & Investment Management CO | 1,374 | $373.0K | 0.19% | +1,374 | New |
| Opal Wealth Advisors, LLC | 1,385 | $376.0K | 0.36% | −79−5.4% | Reduced |
| Salvus Wealth Management, LLC | 1,388 | $376.0K | 0.31% | +334+31.7% | Added |
| Beacon Financial Advisory LLC | 1,391 | $377.0K | 0.20% | +6+0.4% | Added |
| Okabena Investment Services Inc | 1,394 | $378.0K | 0.20% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,397 | $379.0K | 0.02% | +438+45.7% | Added |
| Alpha Omega Group, Inc. | 1,402 | $380.0K | 0.41% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,412 | $383.0K | 0.13% | −20,317−93.5% | Reduced |
| CNB Bank | 1,413 | $383.0K | 0.23% | −134−8.7% | Reduced |
| Formidable Asset Management, LLC | 1,414 | $384.0K | 0.07% | +18+1.3% | Added |
| Cypress Capital Management LLC (WY) | 1,420 | $385.0K | 0.32% | −52−3.5% | Reduced |
| Coastline Trust Co | 1,420 | $385.0K | 0.05% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,418 | $385.0K | 0.04% | +36+2.6% | Added |
| Lantz Financial LLC | 1,421 | $385.0K | 0.20% | +358+33.7% | Added |
| Kings Point Capital Management | 1,422 | $386.0K | 0.03% | +265+22.9% | Added |
| RSM US Wealth Management LLC | 1,432 | $388.0K | 0.02% | −176−10.9% | Reduced |
| Winthrop Advisory Group LLC | 1,431 | $388.0K | 0.09% | +17+1.2% | Added |
| Bingham Osborn & Scarborough LLC | 1,432 | $388.0K | 0.03% | +95+7.1% | Added |
| Arvest Bank Trust Division | 1,431 | $388.0K | 0.02% | +109+8.2% | Added |
| WMS Partners, LLC | 1,429 | $388.0K | 0.06% | +289+25.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,439 | $390.0K | 0.28% | −9−0.6% | Reduced |
| Boston Trust Walden Corp | 1,437 | $390.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,448 | $393.0K | 0.07% | +40+2.8% | Added |
| Fiduciary Planning LLC | 1,454 | $394.0K | 0.21% | −689−32.2% | Reduced |
| Quad-Cities Investment Group, LLC | 1,452 | $394.0K | 0.28% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,459 | $396.0K | 0.06% | −44−2.9% | Reduced |
| Northeast Investment Management | 1,464 | $397.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,464 | $397.0K | 0.07% | +130+9.7% | Added |
| Tennessee Valley Asset Management Partners | 1,462 | $397.0K | 0.15% | +1,462 | New |
| Grandfield & Dodd, LLC | 1,481 | $400.0K | 0.03% | +170+13.0% | Added |
| Canton Hathaway, LLC | 1,474 | $400.0K | 0.11% | +1,298+737.5% | Added |
| Blue Barn Wealth, LLC | 1,474 | $400.0K | 0.35% | +1,474 | New |
| NewEdge Wealth, LLC | 1,479 | $401.0K | 0.02% | +308+26.3% | Added |
| Oakworth Capital, Inc. | 1,487 | $403.0K | 0.04% | +21+1.4% | Added |
| Notis-McConarty Edward | 1,500 | $407.0K | 0.15% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,500 | $407.0K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,503 | $408.0K | 0.03% | +100+7.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,509 | $409.0K | 0.03% | +45+3.1% | Added |
| North Star Investment Management Corp. | 1,519 | $412.0K | 0.03% | +5+0.3% | Added |
| Delta Financial Advisors LLC | 1,522 | $413.0K | 0.18% | +49+3.3% | Added |
| Mengis Capital Management, Inc. | 1,532 | $415.0K | 0.09% | +11+0.7% | Added |
| Resource Management, LLC | 1,534 | $416.0K | 0.05% | +307+25.0% | Added |
| Arlington Partners LLC | 1,537 | $417.0K | 0.12% | +693+82.1% | Added |
| Secure Asset Management, LLC | 1,543 | $418.0K | 0.21% | −15−1.0% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $418.0K | 0.30% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,545 | $419.0K | 0.02% | −12−0.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,545 | $419.0K | 0.16% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,549 | $420.0K | 0.32% | +115+8.0% | Added |
| Ssi Investment Management LLC | 1,561 | $422.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,556 | $422.0K | 0.18% | +1,412+980.6% | Added |
| Private Portfolio Partners LLC | 1,557 | $422.3K | 0.12% | +37+2.4% | Added |
| Cobblestone Capital Advisors LLC | 1,559 | $423.0K | 0.03% | −16−1.0% | Reduced |
| KWB Wealth | 1,559 | $423.0K | 0.08% | 00.0% | Unchanged |