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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 1,562 | $424.0K | 0.04% | +36+2.4% | Added |
| Heritage Wealth Advisors | 1,568 | $425.3K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,569 | $426.0K | 0.30% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,571 | $426.0K | 0.01% | +89+6.0% | Added |
| GSB Wealth Management, LLC | 1,577 | $428.0K | 0.22% | −233−12.9% | Reduced |
| One + One Wealth Management, LLC | 1,579 | $428.0K | 0.31% | +150+10.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,578 | $428.0K | 0.09% | +309+24.3% | Added |
| Sargent Bickham Lagudis LLC | 1,581 | $429.0K | 0.03% | +86+5.8% | Added |
| Integrated Investment Consultants, LLC | 1,580 | $429.0K | 0.13% | +203+14.7% | Added |
| Pekin Hardy Strauss, Inc. | 1,585 | $430.0K | 0.06% | +300+23.3% | Added |
| Baldwin Brothers Inc | 1,592 | $432.0K | 0.05% | −350−18.0% | Reduced |
| Klingman & Associates, LLC | 1,594 | $432.0K | 0.04% | +165+11.5% | Added |
| Nichols & Pratt Advisers LLP | 1,570 | $432.0K | 0.03% | +305+24.1% | Added |
| Traynor Capital Management, Inc. | 1,597 | $433.0K | 0.06% | +740+86.3% | Added |
| Waters Parkerson & Co., LLC | 1,605 | $435.0K | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 1,603 | $435.0K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,607 | $435.0K | 0.11% | +62+4.0% | Added |
| Legacy Financial Advisors, Inc. | 1,609 | $436.0K | 0.11% | +251+18.5% | Added |
| Symphony Financial, Ltd. Co. | 1,614 | $437.0K | 0.15% | −992−38.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,620 | $439.0K | 0.27% | +2+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,455 | $440.0K | 0.04% | −43−2.9% | Reduced |
| Curated Wealth Partners LLC | 1,629 | $442.0K | 0.25% | +1+0.1% | Added |
| Connecticut Wealth Management, LLC | 1,633 | $443.0K | 0.04% | +255+18.5% | Added |
| Everhart Financial Group, Inc. | 1,637 | $444.0K | 0.30% | +245+17.6% | Added |
| Avidian Wealth Solutions, LLC | 1,648 | $447.0K | 0.03% | +93+6.0% | Added |
| Interchange Capital Partners, LLC | 1,655 | $448.0K | 0.75% | −73−4.2% | Reduced |
| Rockland Trust Co | 1,652 | $448.0K | 0.03% | +20+1.2% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $449.0K | 0.89% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $449.0K | 0.20% | 00.0% | Unchanged |
| Busey Wealth Management | 1,654 | $449.0K | 0.02% | +524+46.4% | Added |
| Hayden Royal, LLC | 1,679 | $455.0K | 0.74% | −514−23.4% | Reduced |
| IVC Wealth Advisors LLC | 1,677 | $455.0K | 0.31% | +1,677 | New |
| Convergence Investment Partners, LLC | 1,693 | $459.0K | 0.25% | −27−1.6% | Reduced |
| Avenue 1 Advisors, LLC | 1,697 | $460.0K | 0.26% | +366+27.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,712 | $464.0K | 0.07% | +785+84.7% | Added |
| Kavar Capital Partners Group, LLC | 1,713 | $465.0K | 0.11% | +114+7.1% | Added |
| Heritage Wealth Management, LLC | 1,726 | $468.0K | 0.17% | −245−12.4% | Reduced |
| Mattern Wealth Management LLC | 1,729 | $469.0K | 0.16% | 00.0% | Unchanged |
| Main Street Research LLC | 1,738 | $471.0K | 0.04% | +495+39.8% | Added |
| Twin Focus Capital Partners, LLC | 1,746 | $474.0K | 0.11% | +38+2.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,753 | $475.0K | 0.01% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,750 | $475.0K | 0.19% | +125+7.7% | Added |
| JNBA Financial Advisors | 1,754 | $476.0K | 0.06% | +141+8.7% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $477.0K | 0.71% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1,761 | $478.0K | 0.32% | 00.0% | Unchanged |
| David Loasby | 1,765 | $478.0K | 0.06% | +326+22.7% | Added |
| New World Advisors LLC | 1,643 | $481.0K | 0.22% | +1,643 | New |
| Pinnacle Bancorp, Inc. | 1,784 | $484.0K | 0.19% | −47−2.6% | Reduced |
| Renasant Bank | 1,783 | $484.0K | 0.38% | −9−0.5% | Reduced |
| 1776 Wealth LLC | 1,795 | $487.0K | 0.28% | +272+17.9% | Added |
| Cubic Asset Management, LLC | 1,800 | $488.0K | 0.12% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $490.0K | 0.38% | – | – |
| Cardan Capital Partners, LLC | 1,812 | $491.0K | 0.05% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,815 | $492.0K | 0.11% | +496+37.6% | Added |
| Leavell Investment Management, Inc. | 1,814 | $492.0K | 0.04% | +397+28.0% | Added |
| Tradewinds Capital Management, LLC | 1,817 | $493.0K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,825 | $495.0K | 0.02% | −1,187−39.4% | Reduced |
| Echo Street Capital Management LLC | 1,842 | $500.0K | 0.00% | −2,328−55.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,844 | $500.0K | 0.11% | −160−8.0% | Reduced |
| Childress Capital Advisors, LLC | 1,863 | $505.0K | 0.21% | −26−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,864 | $506.0K | 0.14% | −5−0.3% | Reduced |
| Am Investment Strategies LLC | 1,873 | $508.0K | 0.13% | −15−0.8% | Reduced |
| Evermay Wealth Management LLC | 1,881 | $510.0K | 0.10% | −686−26.7% | Reduced |
| Magnus Financial Group LLC | 1,887 | $512.0K | 0.11% | +100+5.6% | Added |
| Bridgeway Capital Management, LLC | 1,900 | $515.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,896 | $515.0K | 0.21% | +1,896 | New |
| DFPG Investments, LLC | 1,780 | $516.0K | 0.20% | −1,462−45.1% | Reduced |
| Truvestments Capital LLC | 1,908 | $517.0K | 0.29% | +93+5.1% | Added |
| Venturi Wealth Management, LLC | 1,910 | $518.0K | 0.04% | −537−21.9% | Reduced |
| Blueshift Asset Management, LLC | 1,910 | $518.0K | 0.03% | +1,910 | New |
| Roberts Glore & Co Inc | 1,916 | $520.0K | 0.16% | +650+51.3% | Added |
| JSF Financial, LLC | 1,916 | $520.0K | 0.26% | +717+59.8% | Added |
| Visionary Wealth Advisors | 1,922 | $521.0K | 0.05% | −616−24.3% | Reduced |
| Advisors Capital Management, LLC | 1,920 | $521.0K | 0.02% | +113+6.3% | Added |
| Gabelli Funds LLC | 1,925 | $522.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,923 | $522.0K | 0.29% | +3+0.2% | Added |
| Magellan Asset Management Ltd | 1,925 | $522.0K | 0.00% | +45+2.4% | Added |
| Hyperion Capital Advisors LP | 1,934 | $525.0K | 0.14% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,936 | $525.0K | 0.07% | +184+10.5% | Added |
| Sustainable Insight Capital Management, LLC | 1,939 | $526.0K | 0.34% | +150+8.4% | Added |
| Andesa Financial Management Inc. | 1,945 | $527.0K | 0.29% | −449−18.8% | Reduced |
| Meridian Investment Counsel Inc. | 1,946 | $528.0K | 0.19% | −79−3.9% | Reduced |
| Garner Asset Management Corp | 1,959 | $531.0K | 0.25% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,956 | $531.0K | 0.05% | +1,956 | New |
| 17 Capital Partners, LLC | 1,965 | $533.0K | 0.50% | +2+0.1% | Added |
| DeDora Capital, Inc. | 1,972 | $535.0K | 0.23% | +9+0.5% | Added |
| Stelac Advisory Services LLC | 1,978 | $536.0K | 0.14% | −1,109−35.9% | Reduced |
| Catalyst Private Wealth, LLC | 1,977 | $536.0K | 0.23% | +2+0.1% | Added |
| Geneos Wealth Management Inc. | 1,948 | $536.0K | 0.02% | +298+18.1% | Added |
| Lakeview Capital Partners, LLC | 1,985 | $538.0K | 0.25% | +6+0.3% | Added |
| Corundum Group, Inc. | 1,985 | $538.0K | 0.40% | +137+7.4% | Added |
| Arete Wealth Advisors, LLC | 1,982 | $538.0K | 0.06% | +125+6.7% | Added |
| McDonald Partners LLC | 1,994 | $541.0K | 0.13% | +158+8.6% | Added |
| Hodges Capital Management Inc. | 2,000 | $542.0K | 0.04% | 00.0% | Unchanged |
| Alley Co LLC | 2,000 | $542.0K | 0.10% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,916 | $545.0K | 0.37% | +332+21.0% | Added |
| Accel Wealth Management | 2,015 | $547.0K | 0.35% | +7+0.3% | Added |
| PDS Planning, Inc | 2,027 | $550.0K | 0.13% | +423+26.4% | Added |
| 55I, LLC | 2,029 | $550.0K | 0.02% | +2,029 | New |
| Archer Investment Corp | 2,030 | $550.6K | 0.21% | +5+0.2% | Added |