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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 13,293 | $3.60M | 1.68% | +13,293 | New |
| Private Trust Co NA | 13,270 | $3.60M | 0.52% | +1,761+15.3% | Added |
| Kelly Lawrence W & Associates Inc | 13,205 | $3.58M | 0.76% | 00.0% | Unchanged |
| Ibex Investors LLC | 13,200 | $3.58M | 2.47% | +13,200 | New |
| Pitcairn Co | 13,196 | $3.58M | 0.25% | −249−1.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 13,156 | $3.57M | 0.85% | +167+1.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 13,152 | $3.57M | 1.97% | −477−3.5% | Reduced |
| V Wealth Advisors LLC | 13,149 | $3.57M | 0.56% | −10−0.1% | Reduced |
| Bank of Hawaii | 13,121 | $3.56M | 0.20% | +2,792+27.0% | Added |
| Canandaigua National Corp | 13,085 | $3.55M | 0.58% | +484+3.8% | Added |
| Park Avenue Securities LLC | 13,064 | $3.54M | 0.07% | +1,656+14.5% | Added |
| Zions Bancorporation, N.A. | 13,061 | $3.54M | 0.36% | +3,464+36.1% | Added |
| KG&L Capital Management,LLC | 13,051 | $3.54M | 1.56% | +113+0.9% | Added |
| Transcend Wealth Collective, LLC | 11,830 | $3.49M | 0.31% | +11,830 | New |
| Hixon Zuercher, LLC | 12,763 | $3.46M | 2.02% | +189+1.5% | Added |
| Beaumont Asset Management, L.L.C. | 12,719 | $3.45M | 2.57% | +364+2.9% | Added |
| Kempen Capital Management N.V. | 12,684 | $3.44M | 0.12% | +3,903+44.4% | Added |
| FourThought Financial, LLC | 12,671 | $3.44M | 0.46% | +4,229+50.1% | Added |
| Ferris Capital, LLC | 11,339 | $3.44M | 0.74% | +11,339 | New |
| Lombard Odier Asset Management (USA) Corp | 12,645 | $3.43M | 0.50% | +12,645 | New |
| Lincoln National Corp | 12,639 | $3.43M | 0.08% | +317+2.6% | Added |
| Meiji Yasuda Life Insurance Co | 12,628 | $3.42M | 0.06% | −109−0.9% | Reduced |
| MAI Capital Management | 12,615 | $3.42M | 0.07% | +7,407+142.2% | Added |
| B. Riley Wealth Management, Inc. | 12,493 | $3.39M | 0.26% | +1,560+14.3% | Added |
| Essex Investment Management Co LLC | 12,309 | $3.34M | 0.41% | −155−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 12,304 | $3.34M | 0.81% | +315+2.6% | Added |
| Lockheed Martin Investment Management Co | 12,236 | $3.32M | 0.18% | −350−2.8% | Reduced |
| Eqis Capital Management, Inc. | 12,231 | $3.32M | 0.25% | +2,326+23.5% | Added |
| Grandview Asset Management LLC | 12,228 | $3.32M | 3.41% | −1,257−9.3% | Reduced |
| Intersect Capital LLC | 12,197 | $3.31M | 0.57% | +213+1.8% | Added |
| Claybrook Capital, LLC | 12,198 | $3.31M | 1.67% | +12,198 | New |
| Kiwi Wealth Investments Limited Partnership | 12,168 | $3.30M | 0.17% | −38,639−76.1% | Reduced |
| TCTC Holdings, LLC | 12,062 | $3.27M | 0.15% | +429+3.7% | Added |
| Ballentine Partners, LLC | 12,025 | $3.26M | 0.11% | +3,533+41.6% | Added |
| Good Life Advisors, LLC | 12,014 | $3.26M | 0.44% | +10,558+725.1% | Added |
| Asio Capital, LLC | 11,977 | $3.25M | 1.12% | +490+4.3% | Added |
| Michael B. Yongue | 11,951 | $3.24M | 2.37% | −49−0.4% | Reduced |
| Signaturefd, LLC | 11,917 | $3.23M | 0.11% | +3,308+38.4% | Added |
| Meridian Wealth Management, LLC | 11,915 | $3.23M | 0.40% | +3,730+45.6% | Added |
| Pictet Bank & Trust Ltd | 11,833 | $3.21M | 1.98% | +11,833 | New |
| Centaurus Financial, Inc. | 11,800 | $3.20M | 0.27% | +930+8.6% | Added |
| Koshinski Asset Management, Inc. | 11,763 | $3.19M | 0.28% | +4,467+61.2% | Added |
| Trustmark National Bank Trust Department | 11,672 | $3.17M | 0.25% | +250+2.2% | Added |
| Verde Capital Management | 11,641 | $3.16M | 1.31% | +457+4.1% | Added |
| Ameritas Investment Company, LLC | 11,537 | $3.13M | 0.14% | +10,081+692.4% | Added |
| Segall Bryant & Hamill, LLC | 11,496 | $3.12M | 0.03% | −262−2.2% | Reduced |
| Dakota Wealth Management | 11,475 | $3.11M | 0.36% | −116−1.0% | Reduced |
| Perpetual Investment Management Ltd | 11,409 | $3.09M | 0.39% | +891+8.5% | Added |
| Chicago Partners Investment Group LLC | 10,203 | $3.09M | 0.22% | +152+1.5% | Added |
| Wunderlich Capital Managemnt | 11,287 | $3.06M | 1.47% | +1,471+15.0% | Added |
| Slow Capital, Inc. | 11,214 | $3.04M | 0.56% | +954+9.3% | Added |
| Empirical Finance, LLC | 11,197 | $3.04M | 0.46% | +780+7.5% | Added |
| Cutler Group LP | 11,194 | $3.04M | 0.23% | +9,310+494.2% | Added |
| Diversified Trust Co | 11,187 | $3.03M | 0.11% | +346+3.2% | Added |
| Welch & Forbes LLC | 11,133 | $3.02M | 0.05% | −44−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 11,128 | $3.02M | 0.23% | +665+6.4% | Added |
| Tiger Management L.L.C. | 11,100 | $3.01M | 0.56% | +11,100 | New |
| Bridge Creek Capital Management LLC | 39,483 | $3.01M | 1.12% | −34−0.1% | Reduced |
| Boltwood Capital Management | 11,085 | $3.01M | 1.21% | −33−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 11,073 | $3.00M | 0.84% | +257+2.4% | Added |
| GPM Growth Investors, Inc. | 11,069 | $3.00M | 1.58% | −44−0.4% | Reduced |
| Regency Capital Management Inc. | 10,988 | $2.98M | 2.10% | −282−2.5% | Reduced |
| Independence Bank of Kentucky | 10,977 | $2.98M | 1.29% | +300+2.8% | Added |
| People's United Financial, Inc. | 10,949 | $2.97M | 0.07% | +120+1.1% | Added |
| Cypress Asset Management Inc | 10,946 | $2.97M | 0.77% | +22+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,918 | $2.96M | 0.13% | +10,918 | New |
| Investment Research & Advisory Group, Inc. | 10,803 | $2.94M | 1.96% | −11−0.1% | Reduced |
| Summit Financial, LLC | 10,836 | $2.94M | 0.25% | +9,210+566.4% | Added |
| Dana Investment Advisors, Inc. | 10,810 | $2.93M | 0.13% | −1,142−9.6% | Reduced |
| Brewin Dolphin Ltd | 10,787 | $2.93M | 0.12% | −21,075−66.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,785 | $2.92M | 0.15% | −3,434−24.2% | Reduced |
| Avitas Wealth Management LLC | 10,779 | $2.92M | 0.53% | −113−1.0% | Reduced |
| PFS Investments Inc. | 9,430 | $2.92M | 0.06% | +1,517+19.2% | Added |
| Berkshire Bank | 10,775 | $2.92M | 0.71% | −41−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 10,751 | $2.92M | 1.46% | +10,751 | New |
| Threadgill Financial, LLC | 10,578 | $2.91M | 2.42% | +10,578 | New |
| IMA Wealth, Inc. | 10,648 | $2.89M | 0.68% | −498−4.5% | Reduced |
| Fortis Capital Management LLC | 10,646 | $2.89M | 1.68% | −90−0.8% | Reduced |
| Apollon Wealth Management, LLC | 10,635 | $2.88M | 0.40% | +3,527+49.6% | Added |
| Pinnacle Holdings, LLC | 10,579 | $2.87M | 1.26% | −250−2.3% | Reduced |
| Capital Impact Advisors, LLC | 10,517 | $2.85M | 1.13% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,493 | $2.85M | 0.30% | +6,031+135.2% | Added |
| Triangle Securities Wealth Management | 10,475 | $2.84M | 0.96% | +113+1.1% | Added |
| Grove Bank & Trust | 10,472 | $2.84M | 0.60% | +438+4.4% | Added |
| Townsend & Associates, Inc | 10,354 | $2.83M | 1.40% | +1,547+17.6% | Added |
| American Portfolios Advisors | 10,415 | $2.82M | 0.11% | −280−2.6% | Reduced |
| Harrell Investment Partners, LLC | 10,383 | $2.82M | 0.91% | +386+3.9% | Added |
| Clearstead Advisors, LLC | 10,367 | $2.81M | 0.21% | +933+9.9% | Added |
| E Fund Management Co., Ltd. | 10,347 | $2.81M | 0.12% | +10,347 | New |
| Intellectus Partners, LLC | 10,222 | $2.77M | 0.67% | +79+0.8% | Added |
| Glynn Capital Management LLC | 10,212 | $2.77M | 0.24% | 00.0% | Unchanged |
| Northstar Group, Inc. | 10,160 | $2.76M | 0.72% | +2,423+31.3% | Added |
| Bluefin Capital Management, LLC | 10,159 | $2.75M | 0.32% | +10,159 | New |
| Pacific Wealth Strategies Group, Inc. | 10,106 | $2.74M | 1.01% | +252+2.6% | Added |
| Citizens & Northern Corp | 10,035 | $2.72M | 1.04% | −130−1.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,015 | $2.72M | 0.03% | +1,163+13.1% | Added |
| AMJ Financial Wealth Management | 10,010 | $2.71M | 1.11% | +973+10.8% | Added |
| Precept Management LLC | 10,000 | $2.71M | 2.58% | −10,000−50.0% | Reduced |
| Clear Street Markets LLC | 9,927 | $2.69M | 0.59% | +8,849+820.9% | Added |
| Wolf Group Capital Advisors | 9,918 | $2.69M | 1.47% | −36−0.4% | Reduced |