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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 2,033 | $551.0K | 0.18% | +148+7.9% | Added |
| Focus Financial Network, Inc. | 2,041 | $553.6K | 0.07% | +50+2.5% | Added |
| Carret Asset Management, LLC | 2,044 | $554.0K | 0.07% | +469+29.8% | Added |
| Independent Solutions Wealth Management, LLC | 2,046 | $554.9K | 0.14% | +268+15.1% | Added |
| James Hambro & Partners | 2,050 | $556.0K | 0.04% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 2,080 | $564.0K | 0.33% | −528−20.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,084 | $565.0K | 0.10% | +300+16.8% | Added |
| Angeles Investment Advisors, LLC | 2,085 | $565.0K | 0.03% | +2,085 | New |
| TCG Advisory Services, LLC | 2,089 | $567.0K | 0.15% | +13+0.6% | Added |
| Atticus Wealth Management, LLC | 2,098 | $569.0K | 0.25% | −148−6.6% | Reduced |
| Modera Wealth Management, LLC | 2,101 | $570.0K | 0.03% | +2,101 | New |
| Virtu Financial LLC | 2,106 | $571.0K | 0.05% | +2,106 | New |
| WealthBridge Capital Management, LLC | 2,129 | $577.0K | 0.22% | −113−5.0% | Reduced |
| Parkside Financial Bank & Trust | 2,139 | $580.0K | 0.17% | +103+5.1% | Added |
| Hemenway Trust Co LLC | 2,150 | $583.0K | 0.06% | +15+0.7% | Added |
| Boston Financial Mangement LLC | 2,154 | $584.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,159 | $586.0K | 0.27% | +10.0% | Added |
| Redwood Investment Management, LLC | 2,165 | $587.0K | 0.08% | +823+61.3% | Added |
| Credential Qtrade Securities Inc. | 2,181 | $591.5K | 0.05% | +647+42.2% | Added |
| Clare Market Investments LLC | 2,200 | $596.7K | 0.18% | +425+23.9% | Added |
| Barometer Capital Management Inc. | 2,200 | $596.7K | 0.12% | +2,200 | New |
| Adviser Investments LLC | 2,216 | $601.0K | 0.04% | −67−2.9% | Reduced |
| Fayez Sarofim & Co | 2,230 | $605.0K | 0.00% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 2,235 | $606.0K | 0.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,239 | $607.0K | 0.08% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 2,242 | $608.0K | 0.00% | −118−5.0% | Reduced |
| West Oak Capital, LLC | 2,245 | $609.0K | 0.24% | 00.0% | Unchanged |
| Mason Capital Management LLC | 2,250 | $610.0K | 0.28% | +2,250 | New |
| Probity Advisors, Inc. | 2,258 | $612.0K | 0.13% | +181+8.7% | Added |
| Walkner Condon Financial Advisors LLC | 2,260 | $612.0K | 0.30% | +2,260 | New |
| Reynders McVeigh Capital Management, LLC | 2,260 | $613.0K | 0.04% | +175+8.4% | Added |
| Whitener Capital Management, Inc. | 2,765 | $615.0K | 0.28% | −55−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,278 | $618.0K | 0.11% | −6,271−73.4% | Reduced |
| True North Advisors, LLC | 2,282 | $618.0K | 0.12% | +673+41.8% | Added |
| Saturna Capital CORP | 2,283 | $619.0K | 0.01% | +10+0.4% | Added |
| Silicon Hills Wealth Management, LLC | 2,285 | $620.0K | 0.43% | 00.0% | Unchanged |
| State of Wyoming | 2,293 | $622.0K | 0.40% | −249−9.8% | Reduced |
| Texas Yale Capital Corp. | 2,304 | $625.0K | 0.04% | +80+3.6% | Added |
| Bristlecone Advisors, LLC | 2,309 | $626.0K | 0.08% | +214+10.2% | Added |
| CTC LLC | 2,315 | $627.0K | 0.05% | +2,315 | New |
| Essex LLC | 2,311 | $627.0K | 0.17% | +2,311 | New |
| Hoey Investments, Inc | 2,317 | $628.0K | 0.19% | +9+0.4% | Added |
| Delta Investment Management, LLC | 2,317 | $628.0K | 0.20% | +26+1.1% | Added |
| Anchor Investment Management, LLC | 2,318 | $628.7K | 0.09% | +173+8.1% | Added |
| Hillman Capital Management, Inc. | 2,316 | $629.0K | 0.22% | +1,231+113.5% | Added |
| Sequent Asset Management, LLC | 2,327 | $631.0K | 0.36% | +30+1.3% | Added |
| Twinbeech Capital LP | 2,329 | $632.0K | 0.04% | −21,680−90.3% | Reduced |
| Parkside Advisors LLC | 2,330 | $632.0K | 0.20% | +31+1.3% | Added |
| Evolution Wealth Advisors, LLC | 2,335 | $633.0K | 0.14% | +2,228+2,082.2% | Added |
| Sutton Wealth Advisors Inc. | 2,338 | $634.1K | 0.23% | +93+4.1% | Added |
| Aevitas Wealth Management, Inc. | 2,361 | $640.0K | 0.41% | −8−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 2,360 | $640.0K | 0.37% | +996+73.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,365 | $641.0K | 0.18% | +1,430+152.9% | Added |
| Eudaimonia Partners, LLC | 2,380 | $646.0K | 0.12% | +153+6.9% | Added |
| David J Yvars Group | 2,350 | $647.0K | 0.38% | 00.0% | Unchanged |
| Keel Point, LLC | 2,385 | $647.0K | 0.09% | +72+3.1% | Added |
| Financial Advisory Service, Inc. | 2,391 | $648.0K | 0.06% | +169+7.6% | Added |
| Harvey Capital Management Inc | 2,400 | $650.0K | 0.22% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,397 | $650.0K | 0.02% | +19+0.8% | Added |
| Sassicaia Capital Advisers LLC | 2,400 | $651.0K | 1.84% | +2,400 | New |
| Sonata Capital Group Inc | 2,419 | $656.0K | 0.29% | −916−27.5% | Reduced |
| First Financial Corp | 2,416 | $656.0K | 0.44% | −29−1.2% | Reduced |
| XML Financial, LLC | 2,426 | $658.0K | 0.09% | +575+31.1% | Added |
| Crumly & Associates Inc. | 2,433 | $660.0K | 0.31% | −148−5.7% | Reduced |
| Calton & Associates, Inc. | 2,445 | $663.0K | 0.15% | −166−6.4% | Reduced |
| Stonebridge Capital Advisors LLC | 2,448 | $664.0K | 0.08% | +2,165+765.0% | Added |
| Global Retirement Partners, LLC | 2,459 | $667.0K | 0.07% | +15+0.6% | Added |
| Windsor Group LTD | 2,423 | $667.0K | 0.14% | +107+4.6% | Added |
| Key Financial Inc | 2,462 | $668.0K | 0.38% | +11+0.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,466 | $669.0K | 0.24% | +167+7.3% | Added |
| TFG Advisers LLC | 2,477 | $672.0K | 0.33% | +93+3.9% | Added |
| Caas Capital Management LP | 2,476 | $672.0K | 0.05% | +2,476 | New |
| Greenwich Wealth Management LLC | 2,500 | $678.0K | 0.06% | +1,612+181.5% | Added |
| Cooper Financial Group | 2,505 | $679.0K | 0.14% | +132+5.6% | Added |
| Capital Investment Advisory Services, LLC | 2,513 | $682.0K | 0.09% | −602−19.3% | Reduced |
| Qtron Investments LLC | 2,557 | $694.0K | 0.19% | +773+43.3% | Added |
| Amussen Hunsaker Associates LLC | 2,559 | $695.0K | 0.19% | −12−0.5% | Reduced |
| Geller Advisors LLC | 2,579 | $699.0K | 0.15% | +415+19.2% | Added |
| Park National Corp | 2,591 | $702.0K | 0.03% | −35−1.3% | Reduced |
| Hellman Jordan Management Co Inc | 2,593 | $703.0K | 0.99% | +510+24.5% | Added |
| JB Capital LLC | 2,591 | $703.0K | 0.09% | +2,591 | New |
| Copperwynd Financial, LLC | 2,611 | $708.0K | 0.29% | +281+12.1% | Added |
| S&CO Inc | 2,616 | $709.0K | 0.06% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,289 | $709.0K | 0.03% | +2,289 | New |
| Gradient Investments LLC | 2,617 | $710.0K | 0.02% | +10+0.4% | Added |
| SOA Wealth Advisors, LLC. | 2,631 | $713.0K | 0.18% | +10.0% | Added |
| WNY Asset Management, LLC | 2,627 | $713.0K | 0.25% | +502+23.6% | Added |
| Fulcrum Asset Management LLP | – | $714.0K | 0.35% | – | New |
| First Nebraska Trust Co | 2,634 | $714.4K | 0.09% | +7+0.3% | Added |
| Tradition Wealth Management, LLC | 2,637 | $715.0K | 0.10% | +280+11.9% | Added |
| Tarbox Family Office, Inc. | 2,654 | $720.0K | 0.13% | −10.0% | Reduced |
| Sunflower Bank, N.A. | 2,677 | $726.0K | 0.10% | +4+0.1% | Added |
| Valmark Advisers, Inc. | 2,678 | $726.0K | 0.01% | +193+7.8% | Added |
| Balasa Dinverno & Foltz LLC | 2,680 | $727.0K | 0.05% | +507+23.3% | Added |
| Associated Banc-Corp | 2,690 | $730.0K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 2,695 | $731.0K | 0.32% | +212+8.5% | Added |
| Mather Group, LLC. | 2,702 | $733.0K | 0.02% | −101−3.6% | Reduced |
| Balentine LLC | 2,702 | $733.0K | 0.03% | +1,512+127.1% | Added |
| One Capital Management, LLC | 2,707 | $734.0K | 0.06% | −186−6.4% | Reduced |
| Patron Partners Advisors, LLC | 2,709 | $734.0K | 0.54% | −3−0.1% | Reduced |