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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 3,535 | $958.8K | 0.28% | −22−0.6% | Reduced |
| Fairfield, Bush & Co. | 3,558 | $965.0K | 0.31% | −15−0.4% | Reduced |
| Norris Financial Group, LLC | 3,582 | $971.5K | 0.64% | +3,582 | New |
| Stratos Wealth Advisors, LLC | 3,591 | $974.0K | 0.08% | −70−1.9% | Reduced |
| Lindbrook Capital, LLC | 3,595 | $975.0K | 0.26% | +470+15.0% | Added |
| Founders Financial Securities LLC | 3,605 | $978.0K | 0.20% | −1,098−23.3% | Reduced |
| Homrich & Berg | 3,609 | $979.0K | 0.02% | +36+1.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,616 | $981.0K | 0.36% | +78+2.2% | Added |
| 9258 Wealth Management, LLC | 3,623 | $983.0K | 0.26% | +912+33.6% | Added |
| Centiva Capital, LP | 3,628 | $984.0K | 0.08% | −1,079−22.9% | Reduced |
| Golden State Wealth Management, LLC | 3,648 | $989.0K | 0.22% | −1,176−24.4% | Reduced |
| Creative Financial Designs Inc | 3,659 | $992.0K | 0.16% | +255+7.5% | Added |
| AlphaStar Capital Management, LLC | 3,425 | $993.0K | 0.07% | +3,425 | New |
| Bordeaux Wealth Advisors LLC | 3,665 | $994.0K | 0.56% | +60+1.7% | Added |
| BFT Financial Group, LLC | 3,667 | $995.0K | 0.18% | +10+0.3% | Added |
| Diligent Investors, LLC | 4,079 | $996.0K | 0.34% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 3,672 | $996.0K | 0.14% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,681 | $998.0K | 0.10% | −12,406−77.1% | Reduced |
| Taylor Wealth Management Partners | 3,682 | $999.0K | 0.36% | +3,682 | New |
| Harfst & Associates, Inc. | 3,690 | $1.00M | 0.28% | +16+0.4% | Added |
| Edge Capital Group, LLC | 3,707 | $1.00M | 0.08% | +790+27.1% | Added |
| Wealth Management Associates, Inc. | 3,715 | $1.01M | 0.59% | +46+1.3% | Added |
| Resources Investment Advisors, LLC. | 3,723 | $1.01M | 0.04% | −137−3.5% | Reduced |
| Concorde Asset Management, LLC | 3,730 | $1.01M | 0.58% | +3,730 | New |
| Altfest L J & Co Inc | 3,756 | $1.02M | 0.21% | +82+2.2% | Added |
| Encompass Wealth Advisors, LLC | 3,766 | $1.02M | 0.27% | +38+1.0% | Added |
| Merit Financial Group, LLC | 3,780 | $1.02M | 0.11% | +54+1.4% | Added |
| Allworth Financial LP | 3,782 | $1.03M | 0.02% | +1,063+39.1% | Added |
| Israel Discount Bank of New York | 3,785 | $1.03M | 0.69% | +3,785 | New |
| Camelot Portfolios, LLC | 3,803 | $1.03M | 0.53% | −370−8.9% | Reduced |
| Buckley Wealth Management, LLC | 3,817 | $1.03M | 0.33% | −215−5.3% | Reduced |
| Chemung Canal Trust Co | 3,845 | $1.04M | 0.20% | −217−5.3% | Reduced |
| Highlander Capital Management, LLC | 3,882 | $1.05M | 0.53% | +7+0.2% | Added |
| Cim Investment Mangement Inc | 3,887 | $1.05M | 0.33% | −32−0.8% | Reduced |
| Professional Planning | 3,892 | $1.05M | 0.50% | +110+2.9% | Added |
| Tectonic Advisors LLC | 3,893 | $1.06M | 0.21% | +15+0.4% | Added |
| Essex Savings Bank | 3,986 | $1.06M | 0.38% | +97+2.5% | Added |
| Strategic Blueprint, LLC | 3,904 | $1.06M | 0.17% | +722+22.7% | Added |
| Wambolt & Associates, LLC | 900,577 | $1.06M | 0.42% | +900,577 | New |
| Trust Investment Advisors | 3,915 | $1.06M | 0.95% | +488+14.2% | Added |
| Covenant Partners, LLC | 3,928 | $1.06M | 0.42% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,933 | $1.07M | 0.12% | +40+1.0% | Added |
| Haverford Trust Co | 3,938 | $1.07M | 0.01% | +594+17.8% | Added |
| Montag A & Associates Inc | 3,958 | $1.07M | 0.06% | −908−18.7% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,959 | $1.07M | 0.78% | −20−0.5% | Reduced |
| Brown Advisory Securities, LLC | 3,963 | $1.07M | 0.32% | −8,756−68.8% | Reduced |
| Riverview Trust Co | 3,969 | $1.08M | 1.14% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,990 | $1.08M | 0.12% | −1,039−20.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,999 | $1.08M | 0.12% | −4,668−53.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,748 | $1.10M | 0.15% | +89+2.4% | Added |
| Brown Capital Management LLC | 4,058 | $1.10M | 0.01% | −879−17.8% | Reduced |
| Sage Rhino Capital LLC | 4,077 | $1.11M | 0.34% | +59+1.5% | Added |
| Magnolia Capital Advisors LLC | 4,086 | $1.11M | 0.39% | +1,811+79.6% | Added |
| Lineweaver Wealth Advisors, LLC | 4,101 | $1.11M | 0.34% | +147+3.7% | Added |
| Menard Financial Group LLC | 4,130 | $1.12M | 0.98% | +724+21.3% | Added |
| Gainplan LLC | 4,053 | $1.12M | 0.50% | +2,861+240.0% | Added |
| Centric Wealth Management | 4,149 | $1.13M | 0.41% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 4,147 | $1.13M | 0.51% | +4,147 | New |
| Argent Advisors, Inc. | 4,167 | $1.13M | 0.65% | +634+17.9% | Added |
| Buckingham Strategic Wealth, LLC | 4,184 | $1.14M | 0.02% | +444+11.9% | Added |
| Rehmann Capital Advisory Group | 4,196 | $1.14M | 0.11% | +250+6.3% | Added |
| Graypoint LLC | 4,199 | $1.14M | 0.14% | +1,225+41.2% | Added |
| Great Diamond Partners, LLC | 4,210 | $1.14M | 0.31% | +45+1.1% | Added |
| Legacy Private Trust Co. | 4,215 | $1.14M | 0.09% | +4,215 | New |
| Morse Asset Management, Inc | 4,235 | $1.15M | 0.27% | +115+2.8% | Added |
| Allred Capital Management, LLC | 4,252 | $1.15M | 0.60% | −140−3.2% | Reduced |
| Insight Advisors, LLC | 3,745 | $1.15M | 0.34% | +66+1.8% | Added |
| Claraphi Advisory Network, LLC | 4,264 | $1.16M | 0.41% | +253+6.3% | Added |
| HM Payson & Co | 4,274 | $1.16M | 0.03% | −96−2.2% | Reduced |
| Rathbone Brothers plc | 4,292 | $1.16M | 0.01% | +269+6.7% | Added |
| Essex Financial Services, Inc. | 4,295 | $1.17M | 0.13% | +302+7.6% | Added |
| AlphaCrest Capital Management LLC | 4,300 | $1.17M | 0.06% | −29,503−87.3% | Reduced |
| Sargent Investment Group, LLC | 4,300 | $1.17M | 0.28% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 4,301 | $1.17M | 0.18% | +627+17.1% | Added |
| Quest Capital Management Inc | 4,305 | $1.17M | 0.23% | +127+3.0% | Added |
| Smith, Salley & Associates | 4,322 | $1.17M | 0.09% | +547+14.5% | Added |
| Paradigm Financial Partners, LLC | 4,275 | $1.17M | 0.28% | +367+9.4% | Added |
| Coldstream Capital Management Inc | 4,676 | $1.18M | 0.06% | −680−12.7% | Reduced |
| Legal Advantage Investments, Inc. | 4,380 | $1.19M | 0.80% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,382 | $1.19M | 0.33% | +388+9.7% | Added |
| WESPAC Advisors SoCal, LLC | 4,379 | $1.19M | 0.39% | +273+6.6% | Added |
| Tranquility Partners, LLC | 4,388 | $1.19M | 0.60% | +534+13.9% | Added |
| Dohj, LLC | 3,972 | $1.19M | 0.56% | +2,327+141.5% | Added |
| Parkside Investments, LLC | 4,395 | $1.19M | 0.25% | +4,395 | New |
| AMG National Trust Bank | 4,411 | $1.20M | 0.04% | +169+4.0% | Added |
| Amarillo National Bank | 4,413 | $1.20M | 0.25% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,452 | $1.21M | 0.20% | −99−2.2% | Reduced |
| Leelyn Smith, LLC | 4,469 | $1.21M | 0.35% | −244−5.2% | Reduced |
| Symmetry Partners, LLC | 4,460 | $1.21M | 0.08% | +2,242+101.1% | Added |
| Wealthsource Partners, LLC | 4,473 | $1.21M | 0.11% | +325+7.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,480 | $1.22M | 0.25% | +313+7.5% | Added |
| Chicago Trust Co NA | 4,499 | $1.22M | 0.27% | +2,950+190.4% | Added |
| Alta Wealth Advisors LLC | 4,510 | $1.22M | 0.89% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,510 | $1.22M | 0.07% | +654+17.0% | Added |
| Asset Management Corp | 4,520 | $1.23M | 0.77% | −1,580−25.9% | Reduced |
| Buffington Mohr McNeal | 4,526 | $1.23M | 0.24% | −40−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,530 | $1.23M | 0.41% | −10.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,560 | $1.24M | 0.11% | +3+0.1% | Added |
| Nwam LLC | 4,553 | $1.24M | 0.11% | +370+8.8% | Added |
| PSI Advisors, LLC | 4,558 | $1.24M | 0.57% | −1,144−20.1% | Reduced |