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 |
|---|---|---|---|---|---|
| Navalign, LLC | 7,598 | $2.06M | 0.87% | −70−0.9% | Reduced |
| Oxler Private Wealth LLC | 7,600 | $2.06M | 0.91% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,344 | $2.04M | 0.22% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 7,491 | $2.03M | 1.07% | −70−0.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 7,474 | $2.03M | 0.73% | −30−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,462 | $2.02M | 0.25% | −350−4.5% | Reduced |
| Integrated Advisors Network LLC | 7,433 | $2.02M | 0.13% | +3,854+107.7% | Added |
| Cornerstone National Bank & Trust Co | 7,419 | $2.01M | 0.89% | +120+1.6% | Added |
| Gs Investments, Inc. | 7,379 | $2.00M | 1.05% | −10−0.1% | Reduced |
| Bay Rivers Group | 7,358 | $2.00M | 1.36% | +278+3.9% | Added |
| Wade G W & Inc | 7,336 | $1.99M | 0.09% | +317+4.5% | Added |
| United Bank | 7,326 | $1.99M | 1.26% | −128−1.7% | Reduced |
| Charter Research & Investment Group, Inc. | 7,277 | $1.97M | 1.64% | +310+4.4% | Added |
| IHT Wealth Management, LLC | 7,216 | $1.96M | 0.16% | −1,250−14.8% | Reduced |
| Laidlaw Wealth Management LLC | 7,207 | $1.96M | 0.50% | +235+3.4% | Added |
| Madden Securities Corp | 7,193 | $1.95M | 1.06% | −2,185−23.3% | Reduced |
| Pennsylvania Capital Management Inc | 6,627 | $1.94M | 0.86% | +75+1.1% | Added |
| Camden Capital, LLC | 7,129 | $1.93M | 0.39% | +590+9.0% | Added |
| Emerson Point Capital LP | 7,127 | $1.93M | 0.29% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,110 | $1.93M | 0.29% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 7,100 | $1.93M | 0.05% | +300+4.4% | Added |
| Field & Main Bank | 7,085 | $1.92M | 1.26% | −385−5.2% | Reduced |
| Berman Capital Advisors, LLC | 7,082 | $1.92M | 0.30% | +2,201+45.1% | Added |
| Karani Asset Management LLC | 7,072 | $1.92M | 0.93% | +1,937+37.7% | Added |
| Derby & Company, Inc | 7,066 | $1.92M | 0.39% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 7,066 | $1.92M | 0.61% | +1,323+23.0% | Added |
| Jackson Hole Capital Partners, LLC | 7,051 | $1.91M | 0.62% | +292+4.3% | Added |
| Personal Cfo Solutions, LLC | 7,040 | $1.91M | 0.39% | −12−0.2% | Reduced |
| Davenport & Co LLC | 7,037 | $1.91M | 0.01% | +1,438+25.7% | Added |
| Keudell/Morrison Wealth Management | 7,018 | $1.90M | 0.82% | −70−1.0% | Reduced |
| Moseley Investment Management Inc | 6,910 | $1.90M | 0.95% | +12+0.2% | Added |
| Carroll Financial Associates, Inc. | 7,010 | $1.90M | 0.11% | −2,031−22.5% | Reduced |
| Ironwood Investment Management LLC | 7,007 | $1.90M | 0.98% | −90−1.3% | Reduced |
| Jump Financial, LLC | 7,000 | $1.90M | 0.14% | −366−5.0% | Reduced |
| Sunbelt Securities, Inc. | 7,959 | $1.90M | 0.34% | 00.0% | Unchanged |
| Bluestein R H & Co | 6,981 | $1.89M | 0.08% | +366+5.5% | Added |
| Equitable Holdings, Inc. | 6,955 | $1.89M | 0.03% | −579−7.7% | Reduced |
| Center for Financial Planning, Inc. | 6,954 | $1.89M | 0.46% | +176+2.6% | Added |
| EPIQ Capital Group, LLC | 6,932 | $1.88M | 0.19% | +157+2.3% | Added |
| Moloney Securities Asset Management, LLC | 6,925 | $1.88M | 0.34% | +318+4.8% | Added |
| Capital Management Associates | 6,820 | $1.85M | 1.82% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 6,813 | $1.84M | 0.70% | +6,813 | New |
| Signature Wealth Management Group | 6,775 | $1.84M | 1.02% | +765+12.7% | Added |
| Clark Capital Management Group, Inc. | 6,738 | $1.83M | 0.02% | +24+0.4% | Added |
| Bridgewater Associates, LP | 6,734 | $1.83M | 0.01% | +5,494+443.1% | Added |
| Compton Wealth Advisory Group, LLC | 6,723 | $1.82M | 0.86% | −168−2.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,594 | $1.79M | 0.57% | +559+9.3% | Added |
| Intrua Financial, LLC | 6,051 | $1.79M | 0.33% | +322+5.6% | Added |
| Bangor Savings Bank | 6,581 | $1.78M | 0.19% | +3,239+96.9% | Added |
| Compton Capital Management Inc | 6,560 | $1.78M | 0.52% | −200−3.0% | Reduced |
| Arden Trust Co | 6,551 | $1.78M | 0.30% | +250+4.0% | Added |
| MidWestOne Financial Group, Inc. | 6,535 | $1.77M | 0.42% | −75−1.1% | Reduced |
| Bienville Capital Management, LLC | 6,520 | $1.77M | 1.01% | +780+13.6% | Added |
| BOK Financial Private Wealth, Inc. | 6,509 | $1.76M | 0.14% | −9,411−59.1% | Reduced |
| Abbot Financial Management, Inc. | 6,500 | $1.76M | 0.80% | +48+0.7% | Added |
| Sovarnum Capital L.P. | 6,500 | $1.76M | 1.67% | +6,500 | New |
| Element Pointe Advisors, LLC | 6,490 | $1.76M | 0.59% | −5−0.1% | Reduced |
| Hyman Charles D | 6,471 | $1.75M | 0.12% | +164+2.6% | Added |
| Fukoku Mutual Life Insurance Co | 6,420 | $1.74M | 0.14% | +890+16.1% | Added |
| Alpha DNA Investment Management LLC | 6,412 | $1.74M | 1.22% | +6,412 | New |
| Albion Financial Group | 6,390 | $1.73M | 0.15% | +232+3.8% | Added |
| Quadrant Private Wealth Management, LLC | 6,365 | $1.73M | 0.71% | −4,793−43.0% | Reduced |
| Mid Atlantic Financial Management Inc | 6,355 | $1.72M | 0.12% | +1,434+29.1% | Added |
| Bailard, Inc. | 6,352 | $1.72M | 0.06% | +130+2.1% | Added |
| DCM Advisors, LLC | 6,297 | $1.71M | 0.66% | +6,297 | New |
| Inscription Capital, LLC | 6,293 | $1.71M | 0.54% | +2,400+61.6% | Added |
| Prelude Capital Management, LLC | 6,293 | $1.71M | 0.09% | +4,357+225.1% | Added |
| Ritholtz Wealth Management | 6,288 | $1.71M | 0.12% | +740+13.3% | Added |
| Voya Financial Advisors, Inc. | 6,298 | $1.70M | 0.21% | +288+4.8% | Added |
| Clear Harbor Asset Management, LLC | 6,263 | $1.70M | 0.20% | +7+0.1% | Added |
| BDO Wealth Advisors, LLC | 6,234 | $1.69M | 0.19% | −6−0.1% | Reduced |
| Mutual Advisors, LLC | 6,234 | $1.69M | 0.10% | +839+15.6% | Added |
| Atlas Brown,Inc. | 6,220 | $1.69M | 0.73% | +102+1.7% | Added |
| Nikulski Financial, Inc. | 6,220 | $1.69M | 0.78% | +1,448+30.3% | Added |
| HBK Sorce Advisory LLC | 6,205 | $1.68M | 0.09% | +229+3.8% | Added |
| Enlightenment Research, LLC | 6,200 | $1.68M | 2.05% | +3,100+100.0% | Added |
| Canvas Wealth Advisors, LLC | 6,196 | $1.68M | 0.69% | −245−3.8% | Reduced |
| Orion Capital Management LLC | 6,196 | $1.68M | 1.02% | 00.0% | Unchanged |
| WT Wealth Management | 6,187 | $1.68M | 0.65% | +408+7.1% | Added |
| Ipswich Investment Management Co., Inc. | 6,173 | $1.67M | 0.43% | +6,173 | New |
| Farmers & Merchants Trust Co of Long Beach | 6,162 | $1.67M | 0.44% | +1,247+25.4% | Added |
| EPG Wealth Management LLC | 6,135 | $1.66M | 0.67% | +154+2.6% | Added |
| Blue Square Asset Management, LLC | 6,122 | $1.66M | 1.04% | +248+4.2% | Added |
| GFG Capital, LLC | 6,112 | $1.66M | 0.52% | +235+4.0% | Added |
| WealthShield Partners, LLC | 6,095 | $1.65M | 0.44% | +733+13.7% | Added |
| Dearborn Partners LLC | 6,076 | $1.65M | 0.07% | +9+0.1% | Added |
| Ascension Asset Management LLC | 6,050 | $1.64M | 1.07% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,043 | $1.64M | 0.59% | +15+0.2% | Added |
| First Pacific Advisors, LP | 6,040 | $1.64M | 0.02% | −1,475−19.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 6,054 | $1.64M | 0.04% | +5,266+668.3% | Added |
| Cribstone Capital Management, LLC | 6,027 | $1.64M | 0.97% | −22−0.4% | Reduced |
| Central Bank & Trust Co | 6,025 | $1.63M | 0.27% | −58−1.0% | Reduced |
| Wealth Management Partners, LLC | 5,985 | $1.62M | 1.20% | +174+3.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 5,980 | $1.62M | 1.01% | −65−1.1% | Reduced |
| Proequities, Inc. | 5,977 | $1.62M | 0.10% | +1,941+48.1% | Added |
| Columbia Trust Co 01012016 | 5,948 | $1.61M | 0.85% | +175+3.0% | Added |
| Barrett Asset Management, LLC | 5,937 | $1.61M | 0.07% | +105+1.8% | Added |
| EP Wealth Advisors, LLC | 5,928 | $1.61M | 0.04% | +1,724+41.0% | Added |
| Mizuho Securities Co. Ltd. | 5,926 | $1.61M | 0.47% | −2,140−26.5% | Reduced |
| Advisor Resource Council | 5,879 | $1.59M | 0.49% | −479−7.5% | Reduced |