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 |
|---|---|---|---|---|---|
| Conway Capital Management, Inc. | 2,710 | $735.0K | 0.50% | 00.0% | Unchanged |
| Maven Securities LTD | 2,721 | $738.0K | 0.08% | −921−25.3% | Reduced |
| MUFG Securities EMEA plc | 2,732 | $741.0K | 0.01% | −227,847−98.8% | Reduced |
| Redwood Investments, LLC | 2,771 | $752.0K | 0.06% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,820 | $765.0K | 0.18% | −682−19.5% | Reduced |
| Blueprint Investment Partners LLC | 2,828 | $767.0K | 0.38% | +1,736+159.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,837 | $770.0K | 0.31% | −983−25.7% | Reduced |
| Americana Partners, LLC | 2,844 | $771.0K | 0.19% | +1,569+123.1% | Added |
| United Maritime Capital LLC | 2,854 | $774.0K | 0.86% | −1,300−31.3% | Reduced |
| Silvercrest Asset Management Group LLC | 2,857 | $775.0K | 0.01% | +908+46.6% | Added |
| Davis R M Inc | 2,860 | $776.0K | 0.02% | +21+0.7% | Added |
| Stansberry Asset Management, LLC | 2,860 | $776.0K | 0.16% | +2,860 | New |
| Prudent Man Advisors, LLC | 2,868 | $778.0K | 0.29% | −28−1.0% | Reduced |
| Occidental Asset Management, LLC | 2,870 | $778.0K | 0.20% | +812+39.5% | Added |
| Oder Investment Management, LLC | 2,884 | $782.0K | 1.15% | +18+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 2,886 | $783.0K | 0.03% | +126+4.6% | Added |
| Parker Investment Management, LLC | 2,895 | $785.0K | 0.13% | −448−13.4% | Reduced |
| Hilltop Holdings Inc. | 2,898 | $786.0K | 0.09% | −275−8.7% | Reduced |
| Marcum Wealth, LLC | 2,908 | $789.0K | 0.12% | +313+12.1% | Added |
| Glenview Trust Co | 2,912 | $790.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,843 | $790.0K | 0.06% | +753+36.0% | Added |
| Proficio Capital Partners LLC | 2,918 | $791.0K | 0.10% | +178+6.5% | Added |
| First Heartland Consultants, Inc. | 2,921 | $792.0K | 0.12% | −571−16.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 2,919 | $792.0K | 0.56% | +1,324+83.0% | Added |
| Paradigm Financial Advisors, LLC | 2,926 | $794.0K | 0.18% | +18+0.6% | Added |
| D.B. Root & Company, LLC | 2,930 | $794.0K | 0.31% | +785+36.6% | Added |
| Solstein Capital, LLC | 2,928 | $794.0K | 0.46% | +1,750+148.6% | Added |
| Warther Private Wealth, LLC | 2,889 | $795.0K | 0.71% | +194+7.2% | Added |
| Strategic Wealth Partners, Ltd. | 2,949 | $800.0K | 0.23% | +1,354+84.9% | Added |
| Laurel Wealth Advisors, Inc. | 2,961 | $803.0K | 0.15% | −201−6.4% | Reduced |
| Smithfield Trust Co | 2,995 | $806.0K | 0.05% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 2,976 | $807.0K | 0.50% | +2,976 | New |
| Baxter Bros Inc | 2,980 | $808.0K | 0.13% | +2,980 | New |
| First National Bank | 2,981 | $809.0K | 0.77% | +2,981 | New |
| Caxton Corp | 2,986 | $810.0K | 0.66% | −2−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 2,987 | $810.0K | 0.19% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,989 | $811.0K | 0.03% | +614+25.9% | Added |
| Octavia Wealth Advisors, LLC | 2,996 | $812.0K | 0.21% | −199−6.2% | Reduced |
| Bellecapital International Ltd. | 2,994 | $812.0K | 0.25% | +39+1.3% | Added |
| Garrett Investment Advisors LLC | 3,003 | $814.0K | 0.27% | +499+19.9% | Added |
| Cahill Financial Advisors Inc | 3,006 | $815.0K | 0.17% | +46+1.6% | Added |
| Csenge Advisory Group | 2,966 | $817.0K | 0.07% | +167+6.0% | Added |
| Roanoke Asset Management Corp | 3,019 | $819.0K | 0.29% | +3,019 | New |
| McDaniel Terry & Co | 3,038 | $824.0K | 0.10% | +242+8.7% | Added |
| LCM Capital Management Inc | 3,041 | $825.0K | 0.70% | −24−0.8% | Reduced |
| Aaron Wealth Advisors | 3,049 | $826.0K | 0.23% | −698−18.6% | Reduced |
| SkyView Investment Advisors, LLC | 3,054 | $828.0K | 0.23% | +29+1.0% | Added |
| ETF Managers Group, LLC | 3,071 | $831.0K | 0.02% | +236+8.3% | Added |
| Global Trust Asset Management, LLC | 3,082 | $836.0K | 0.37% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,084 | $836.0K | 0.04% | +3,084 | New |
| Beaumont Financial Partners, LLC | 3,092 | $838.0K | 0.06% | +269+9.5% | Added |
| WP Advisors, LLC | 3,105 | $842.0K | 0.35% | −45−1.4% | Reduced |
| First Pacific Financial | 3,121 | $846.0K | 0.45% | +154+5.2% | Added |
| RiverGlades Family Offices LLC | 3,125 | $848.0K | 0.66% | 00.0% | Unchanged |
| SFMG, LLC | 3,134 | $850.0K | 0.09% | −132−4.0% | Reduced |
| Oxford Financial Group Ltd | 3,144 | $853.0K | 0.11% | −432−12.1% | Reduced |
| DSC Advisors, L.P. | 3,147 | $854.0K | 1.13% | +470+17.6% | Added |
| Atom Investors LP | 3,158 | $857.0K | 0.17% | −3,727−54.1% | Reduced |
| Spotlight Asset Group, Inc. | 3,169 | $859.0K | 0.43% | −1,545−32.8% | Reduced |
| Claro Advisors LLC | 3,169 | $859.0K | 0.36% | +75+2.4% | Added |
| Banco BTG Pactual S.A. | 3,170 | $860.0K | 0.37% | −110−3.4% | Reduced |
| Kore Private Wealth LLC | 3,171 | $860.0K | 0.09% | +740+30.4% | Added |
| Cornerstone Wealth Management, LLC | 3,175 | $861.0K | 0.09% | +230+7.8% | Added |
| Greystone Financial Group, LLC | 3,182 | $863.0K | 0.26% | +3,182 | New |
| Highland Private Wealth Management | 3,220 | $873.0K | 0.12% | −117−3.5% | Reduced |
| Ellevest, Inc. | 3,221 | $874.0K | 0.09% | +756+30.7% | Added |
| Thomas White International Ltd | 3,227 | $875.0K | 0.13% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 3,242 | $879.0K | 0.15% | +1,000+44.6% | Added |
| CPWM, LLC | 3,245 | $880.0K | 0.08% | +725+28.8% | Added |
| IMS Capital Management | 3,249 | $881.0K | 0.51% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,253 | $882.0K | 0.23% | +434+15.4% | Added |
| Bayesian Capital Management, LP | 3,262 | $885.0K | 0.26% | −20,138−86.1% | Reduced |
| Jacobi Capital Management LLC | 3,279 | $889.0K | 0.11% | −308−8.6% | Reduced |
| Fortem Financial Group, LLC | 3,290 | $892.0K | 0.45% | −450−12.0% | Reduced |
| FineMark National Bank & Trust | 3,298 | $894.0K | 0.04% | +429+15.0% | Added |
| Valley Brook Capital Group | 3,337 | $905.0K | 0.90% | +39+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,345 | $907.0K | 0.11% | −213−6.0% | Reduced |
| AdvisorNet Financial, Inc | 3,346 | $908.0K | 0.06% | +868+35.0% | Added |
| YHB Investment Advisors, Inc. | 3,364 | $912.0K | 0.08% | +23+0.7% | Added |
| Quattro Financial Advisors LLC | 3,150 | $916.0K | 0.24% | +150+5.0% | Added |
| Platform Technology Partners | 3,385 | $918.0K | 0.42% | +203+6.4% | Added |
| Ropes Wealth Advisors LLC | 3,399 | $922.0K | 0.15% | +63+1.9% | Added |
| MUFG Americas Holdings Corp | 3,408 | $924.0K | 0.02% | +167+5.2% | Added |
| Stonebridge Financial Planning Group, LLC | 3,052 | $924.0K | 0.45% | 00.0% | Unchanged |
| TSFG, LLC | 3,414 | $926.0K | 0.36% | +19+0.6% | Added |
| Juncture Wealth Strategies, LLC | 3,434 | $931.0K | 0.49% | −5−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,450 | $936.0K | 0.31% | −200−5.5% | Reduced |
| Golden Green, Inc. | 3,456 | $937.0K | 0.73% | −698−16.8% | Reduced |
| Sofos Investments, Inc. | 2,432 | $940.0K | 0.68% | −2,819−53.7% | Reduced |
| Clear Perspective Advisors, LLC | 3,480 | $944.0K | 0.32% | +294+9.2% | Added |
| G&S Capital LLC | 3,480 | $944.0K | 0.52% | +3,480 | New |
| Mission Creek Capital Partners, Inc. | 3,486 | $945.0K | 0.18% | +257+8.0% | Added |
| Great Lakes Advisors, LLC | 3,493 | $947.0K | 0.01% | +389+12.5% | Added |
| Congress Park Capital LLC | 3,500 | $949.0K | 0.49% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,511 | $952.0K | 0.22% | −226−6.0% | Reduced |
| Silicon Valley Capital Partners | 3,515 | $953.0K | 0.18% | +142+4.2% | Added |
| Penserra Capital Management LLC | 3,520 | $953.0K | 0.02% | +513+17.1% | Added |
| Lumature Wealth Partners, LLC | 3,521 | $955.0K | 0.39% | +147+4.4% | Added |
| AGF Investments LLC | 3,531 | $958.0K | 0.09% | +3,531 | New |
| Ramiah Investment Group | 3,533 | $958.2K | 0.69% | −12−0.3% | Reduced |