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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 9,915 | $2.69M | 0.90% | −2,885−22.5% | Reduced |
| Winfield Associates, Inc. | 9,826 | $2.67M | 0.98% | +540+5.8% | Added |
| Duff & Phelps Investment Management Co | 9,713 | $2.63M | 0.03% | −117−1.2% | Reduced |
| Freedom Day Solutions, LLC | 9,673 | $2.62M | 1.23% | +192+2.0% | Added |
| Northstar Asset Management LLC | 9,660 | $2.62M | 0.69% | −170−1.7% | Reduced |
| Aspiriant, LLC | 9,638 | $2.61M | 0.15% | +313+3.4% | Added |
| Altium Wealth Management LLC | 9,604 | $2.60M | 0.19% | +221+2.4% | Added |
| Insight Wealth Strategies, LLC | 9,605 | $2.60M | 0.37% | +301+3.2% | Added |
| Ausdal Financial Partners, Inc. | 9,534 | $2.59M | 0.38% | +2,555+36.6% | Added |
| Sawyer & Company, Inc | 9,510 | $2.58M | 1.22% | +280+3.0% | Added |
| Exane Derivatives | 9,461 | $2.57M | 0.64% | +83+0.9% | Added |
| Seeyond | 9,441 | $2.56M | 0.25% | −1,156−10.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 9,432 | $2.56M | 0.46% | +9,432 | New |
| Conning Inc. | 9,403 | $2.55M | 0.07% | −949−9.2% | Reduced |
| Wealthspire Advisors, LLC | 9,349 | $2.54M | 0.05% | +8,032+609.9% | Added |
| TD Private Client Wealth LLC | 9,342 | $2.53M | 0.11% | −309−3.2% | Reduced |
| ProVise Management Group, LLC | 9,267 | $2.51M | 0.25% | +99+1.1% | Added |
| Guardian Capital Advisors LP | 9,252 | $2.51M | 0.26% | +490+5.6% | Added |
| Mizuho Markets Cayman LP | 9,234 | $2.50M | 0.23% | −27,729−75.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,227 | $2.50M | 0.44% | +110+1.2% | Added |
| Miracle Mile Advisors, LLC | 9,205 | $2.50M | 0.12% | +1,001+12.2% | Added |
| Eisler Capital (UK) Ltd. | 9,170 | $2.49M | 0.29% | +9,170 | New |
| Invst, LLC | 9,144 | $2.48M | 0.39% | +199+2.2% | Added |
| Teza Capital Management LLC | 9,082 | $2.46M | 1.18% | −4,681−34.0% | Reduced |
| Connolly Sarah T. | 9,070 | $2.46M | 2.02% | +12+0.1% | Added |
| IFP Advisors, Inc | 9,045 | $2.46M | 0.05% | −3,034−25.1% | Reduced |
| Vision Capital Management, Inc. | 9,025 | $2.45M | 0.40% | +528+6.2% | Added |
| Tiemann Investment Advisors, LLC | 9,015 | $2.44M | 1.16% | −165−1.8% | Reduced |
| M. Kulyk & Associates, LLC | 9,015 | $2.44M | 0.78% | +576+6.8% | Added |
| Viking Fund Management LLC | 9,000 | $2.44M | 0.71% | 00.0% | Unchanged |
| VeraBank, N.A. | 8,998 | $2.44M | 1.38% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,981 | $2.44M | 1.87% | +74+0.8% | Added |
| Bank Ozk | 8,972 | $2.43M | 1.10% | +64+0.7% | Added |
| Resources Management Corp | 8,903 | $2.42M | 0.35% | +60+0.7% | Added |
| Cito Capital Group, LLC | 8,900 | $2.41M | 1.13% | +500+6.0% | Added |
| Burns J W & Co Inc | 8,859 | $2.40M | 0.38% | +1,859+26.6% | Added |
| Trust Asset Management LLC | 8,855 | $2.40M | 0.33% | +629+7.6% | Added |
| Regal Investment Advisors LLC | 8,849 | $2.40M | 0.23% | +1,874+26.9% | Added |
| Moneta Group Investment Advisors LLC | 8,816 | $2.39M | 0.11% | −31−0.4% | Reduced |
| Arabesque Asset Management Ltd | 8,813 | $2.39M | 0.80% | +4,671+112.8% | Added |
| Wrapmanager Inc | 8,781 | $2.38M | 0.62% | +276+3.2% | Added |
| Bradley Mark J. | 8,772 | $2.38M | 1.63% | +295+3.5% | Added |
| Westwood Holdings Group Inc. | 8,747 | $2.37M | 0.03% | −644−6.9% | Reduced |
| Intrust Bank NA | 8,727 | $2.37M | 0.31% | +165+1.9% | Added |
| Banco de Sabadell, S.A | 8,719 | $2.37M | 1.59% | +7,819+868.8% | Added |
| Meristem Family Wealth, LLC | 8,641 | $2.34M | 0.23% | +2,760+46.9% | Added |
| Sentry Investment Management LLC | 8,605 | $2.33M | 0.68% | −1,156−11.8% | Reduced |
| Chickasaw Capital Management LLC | 8,604 | $2.33M | 0.11% | +2,995+53.4% | Added |
| Segment Wealth Management, LLC | 8,585 | $2.33M | 0.28% | −32−0.4% | Reduced |
| Laffer Tengler Investments | 8,501 | $2.31M | 0.67% | +1,397+19.7% | Added |
| Quinn Opportunity Partners LLC | 8,449 | $2.29M | 0.15% | −13,051−60.7% | Reduced |
| JT Stratford LLC | 8,376 | $2.27M | 0.70% | +86+1.0% | Added |
| TrinityPoint Wealth, LLC | 8,375 | $2.27M | 0.43% | +26+0.3% | Added |
| Caliber Wealth Management, LLC | 7,776 | $2.27M | 1.60% | +211+2.8% | Added |
| Colonial River Wealth Management, LLC | 7,776 | $2.27M | 1.60% | +4,090+111.0% | Added |
| Brandywine Managers, LLC | 8,363 | $2.27M | 2.37% | +7,363+736.3% | Added |
| Northeast Financial Consultants Inc | 8,309 | $2.25M | 0.15% | +1,845+28.5% | Added |
| Mason Investment Advisory Services, Inc. | 8,303 | $2.25M | 0.23% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 8,293 | $2.25M | 0.43% | +21+0.3% | Added |
| Aldebaran Financial Inc. | 8,264 | $2.24M | 1.92% | +525+6.8% | Added |
| Red Door Wealth Management, LLC | 8,223 | $2.23M | 0.85% | +1,116+15.7% | Added |
| Midwest Wealth Management Inc. | 8,207 | $2.23M | 1.53% | +372+4.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,207 | $2.23M | 0.02% | +6,606+412.6% | Added |
| Cassia Capital Partners, LLC | 8,207 | $2.23M | 1.53% | +8,207 | New |
| Abbrea Capital, LLC | 8,188 | $2.22M | 0.33% | −10−0.1% | Reduced |
| Virtue Capital Management, LLC | 8,169 | $2.22M | 0.39% | +626+8.3% | Added |
| West Branch Capital LLC | 8,164 | $2.21M | 1.07% | −30.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,101 | $2.21M | 1.17% | −436−5.1% | Reduced |
| Paradigm Asset Management Co LLC | 8,100 | $2.20M | 0.60% | −400−4.7% | Reduced |
| Legacy Capital Partners, Inc. | 8,074 | $2.19M | 0.79% | +1,561+24.0% | Added |
| Modus Advisors, LLC | 8,067 | $2.19M | 0.95% | +476+6.3% | Added |
| Krilogy Financial LLC | 8,054 | $2.18M | 0.22% | +95+1.2% | Added |
| Orin Green Financial, LLC | 8,047 | $2.18M | 1.52% | +8,047 | New |
| Bell Bank | 8,036 | $2.18M | 0.27% | +355+4.6% | Added |
| BNC Wealth Management, LLC | 8,025 | $2.18M | 1.29% | +167+2.1% | Added |
| IPG Investment Advisors LLC | 8,025 | $2.18M | 0.69% | −196−2.4% | Reduced |
| Nicolet Bankshares Inc | 8,011 | $2.17M | 0.56% | +36+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.17M | 0.71% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,930 | $2.15M | 0.49% | +770+10.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,927 | $2.15M | 0.21% | +1,680+26.9% | Added |
| Kaizen Financial Strategies | 7,928 | $2.15M | 1.73% | +7,928 | New |
| St. Johns Investment Management Company, LLC | 7,859 | $2.13M | 1.17% | −122−1.5% | Reduced |
| Mission Wealth Management, LP | 7,861 | $2.13M | 0.11% | +273+3.6% | Added |
| Parcion Private Wealth LLC | 7,309 | $2.13M | 0.19% | +20+0.3% | Added |
| Agf Investments Inc. | 7,836 | $2.13M | 0.02% | −189−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 7,816 | $2.12M | 0.05% | −69−0.9% | Reduced |
| Vigilare Wealth Management | 7,768 | $2.11M | 1.30% | +771+11.0% | Added |
| Roman Butler Fullerton & Co | 7,217 | $2.10M | 0.98% | +2,728+60.8% | Added |
| Eagle Asset Management Inc | 7,728 | $2.10M | 0.01% | −228−2.9% | Reduced |
| Harbour Investments, Inc. | 7,710 | $2.09M | 0.07% | −2,656−25.6% | Reduced |
| TRUE Private Wealth Advisors | 7,695 | $2.09M | 0.30% | +5+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,674 | $2.08M | 0.68% | +1,500+24.3% | Added |
| Cadinha & Co LLC | 7,670 | $2.08M | 0.30% | −1,078−12.3% | Reduced |
| 180 Wealth Advisors, LLC | 7,126 | $2.08M | 0.46% | +54+0.8% | Added |
| International Assets Investment Management, LLC | 7,651 | $2.08M | 0.37% | +621+8.8% | Added |
| Northeast Financial Group, Inc. | 7,649 | $2.07M | 1.34% | +7,649 | New |
| Acorn Financial Advisory Services Inc | 7,644 | $2.07M | 0.64% | −307−3.9% | Reduced |
| Ascent Wealth Partners, LLC | 7,610 | $2.06M | 0.40% | +13+0.2% | Added |
| Mainstay Capital Management LLC | 7,608 | $2.06M | 1.18% | +1,476+24.1% | Added |
| Hudson Canyon Capital Management | 7,604 | $2.06M | 1.59% | −279−3.5% | Reduced |