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 |
|---|---|---|---|---|---|
| Rosenbaum Jay D. | 5,870 | $1.59M | 2.65% | −173−2.9% | Reduced |
| Eastern Bank | 5,867 | $1.59M | 0.08% | −930−13.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,858 | $1.59M | 0.18% | +4,400+301.8% | Added |
| Sanders Morris Harris LLC | 5,761 | $1.59M | 0.29% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,842 | $1.58M | 0.06% | +2,029+53.2% | Added |
| Heritage Trust Co | 5,794 | $1.57M | 0.22% | +359+6.6% | Added |
| NVWM, LLC | 5,786 | $1.57M | 0.56% | +234+4.2% | Added |
| Wealth Alliance | 5,784 | $1.57M | 0.35% | +328+6.0% | Added |
| Optas, LLC | 5,777 | $1.57M | 0.46% | +24+0.4% | Added |
| Wakefield Asset Management LLLP | 5,712 | $1.55M | 0.58% | −69−1.2% | Reduced |
| Norway Savings Bank | 5,682 | $1.54M | 0.73% | +382+7.2% | Added |
| Sawtooth Solutions, LLC | 5,650 | $1.53M | 0.24% | +1,863+49.2% | Added |
| Arkadios Wealth Advisors | 5,646 | $1.53M | 0.22% | −2,829−33.4% | Reduced |
| Westover Capital Advisors, LLC | 5,635 | $1.53M | 0.48% | +2,036+56.6% | Added |
| Wealthcare Advisory Partners LLC | 5,608 | $1.52M | 0.10% | +212+3.9% | Added |
| BigSur Wealth Management LLC | 5,600 | $1.52M | 0.68% | +1,200+27.3% | Added |
| Ashton Thomas Private Wealth, LLC | 5,582 | $1.51M | 0.22% | +425+8.2% | Added |
| 1st Source Bank | 5,574 | $1.51M | 0.10% | +182+3.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,563 | $1.51M | 1.20% | −29−0.5% | Reduced |
| Rossmore Private Capital | 5,553 | $1.51M | 0.26% | +90+1.6% | Added |
| Davidson Capital Management Inc. | 5,541 | $1.50M | 0.76% | +123+2.3% | Added |
| Brown Brothers Harriman & Co | 5,543 | $1.50M | 0.01% | +140+2.6% | Added |
| First Manhattan Co | 5,491 | $1.49M | 0.01% | +485+9.7% | Added |
| Bard Financial Services, Inc. | 5,485 | $1.49M | 0.13% | +75+1.4% | Added |
| First United Bank Trust | 5,457 | $1.48M | 0.60% | +170+3.2% | Added |
| Community Bank & Trust, Waco, Texas | 5,442 | $1.48M | 0.48% | +452+9.1% | Added |
| Alaethes Wealth LLC | 5,407 | $1.47M | 1.07% | +90+1.7% | Added |
| Vista Wealth Management Group, LLC | 5,404 | $1.47M | 0.26% | +4,460+472.5% | Added |
| Castle Rock Wealth Management, LLC | 4,704 | $1.46M | 0.50% | −10−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,361 | $1.45M | 0.38% | −49−0.9% | Reduced |
| Sky Investment Group LLC | 5,294 | $1.44M | 0.32% | +324+6.5% | Added |
| M&R Capital Management Inc | 5,298 | $1.44M | 0.33% | +528+11.1% | Added |
| Curbstone Financial Management Corp | 5,256 | $1.43M | 0.27% | 00.0% | Unchanged |
| Engine No. 1 LLC | 5,234 | $1.42M | 0.37% | +2,284+77.4% | Added |
| Next Century Growth Investors LLC | 5,145 | $1.40M | 0.12% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5,115 | $1.39M | 1.15% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,115 | $1.39M | 0.17% | +5,115 | New |
| Quadrant Capital Group LLC | 5,095 | $1.38M | 0.19% | +556+12.2% | Added |
| Summit Global Investments | 5,092 | $1.38M | 0.10% | −2,369−31.8% | Reduced |
| B&D White Capital Company, LLC | 5,075 | $1.38M | 0.53% | +5,075 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,064 | $1.37M | 0.08% | +2,748+118.7% | Added |
| Waycross Partners, LLC | 5,046 | $1.37M | 0.86% | −1,600−24.1% | Reduced |
| Bryn Mawr Trust Co | 5,014 | $1.36M | 0.05% | −15−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 5,002 | $1.36M | 0.01% | −161−3.1% | Reduced |
| Gryphon Financial Partners LLC | 4,998 | $1.36M | 0.32% | −289−5.5% | Reduced |
| Ardsley Advisory Partners LP | 5,000 | $1.36M | 0.28% | +5,000 | New |
| Bronson Point Management LLC | 5,000 | $1.36M | 0.59% | +5,000 | New |
| Perennial Investment Advisors, LLC | 5,005 | $1.35M | 0.48% | +416+9.1% | Added |
| Greenline Partners, LLC | 4,997 | $1.35M | 0.28% | +4,997 | New |
| Legacy Bridge, LLC | 4,984 | $1.35M | 0.78% | +60+1.2% | Added |
| Financial Architects, Inc | 4,980 | $1.35M | 0.20% | +1,525+44.1% | Added |
| RMR Wealth Builders | 4,973 | $1.35M | 0.40% | +135+2.8% | Added |
| FinTrust Capital Advisors, LLC | 2,975 | $1.35M | 0.36% | +1,950+190.2% | Added |
| Brandywine Oak Private Wealth LLC | 4,948 | $1.34M | 0.16% | +384+8.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,940 | $1.34M | 0.30% | +245+5.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,925 | $1.34M | 0.71% | +550+12.6% | Added |
| Redmond Asset Management, LLC | 4,922 | $1.33M | 0.42% | +10+0.2% | Added |
| Vista Private Wealth Partners. LLC | 4,913 | $1.33M | 0.55% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,899 | $1.33M | 0.30% | −765−13.5% | Reduced |
| Rinet Co LLC | 4,880 | $1.32M | 0.25% | +357+7.9% | Added |
| Asset Dedication, LLC | 4,751 | $1.30M | 0.17% | +1,267+36.4% | Added |
| Capital Planning Advisors, LLC | 4,766 | $1.29M | 0.27% | −103−2.1% | Reduced |
| Wintrust Investments LLC | 4,763 | $1.29M | 0.17% | −370−7.2% | Reduced |
| Stokes Family Office, LLC | 4,759 | $1.29M | 0.18% | +124+2.7% | Added |
| FLC Capital Advisors | 4,754 | $1.29M | 0.38% | −5−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 4,729 | $1.28M | 0.68% | +53+1.1% | Added |
| Capital Investment Advisors, LLC | 4,730 | $1.28M | 0.04% | +835+21.4% | Added |
| Change Path, LLC | 4,707 | $1.28M | 0.08% | +439+10.3% | Added |
| V2 Financial group LLC | 4,701 | $1.28M | 1.10% | +1,200+34.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $1.27M | 0.48% | 00.0% | Unchanged |
| TLWM | 4,682 | $1.27M | 0.48% | +206+4.6% | Added |
| Avantax Planning Partners, Inc. | 4,680 | $1.27M | 0.06% | −1,022−17.9% | Reduced |
| StoneX Group Inc. | 4,649 | $1.26M | 0.18% | +693+17.5% | Added |
| Donoghue Forlines LLC | 4,643 | $1.26M | 0.24% | +4,643 | New |
| Mirabella Financial Services LLP | 4,623 | $1.25M | 0.16% | −9,886−68.1% | Reduced |
| Accretive Wealth Partners, LLC | 4,622 | $1.25M | 0.88% | +77+1.7% | Added |
| Teamwork Financial Advisors, LLC | 4,619 | $1.25M | 0.25% | +148+3.3% | Added |
| Evoke Wealth, LLC | 4,841 | $1.25M | 0.05% | +269+5.9% | Added |
| University of Notre Dame du Lac | 4,611 | $1.25M | 3.96% | −361−7.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,601 | $1.25M | 0.54% | +155+3.5% | Added |
| Headinvest, LLC | 4,597 | $1.25M | 0.24% | −167−3.5% | Reduced |
| Country Club Trust Company, n.a. | 4,608 | $1.25M | 0.11% | +167+3.8% | Added |
| Eads & Heald Wealth Management | 4,588 | $1.24M | 0.60% | +114+2.5% | Added |
| Financial Advocates Investment Management | 4,582 | $1.24M | 0.09% | +859+23.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,581 | $1.24M | 0.14% | +405+9.7% | Added |
| Wolff Wiese Magana LLC | 4,565 | $1.24M | 0.87% | +104+2.3% | Added |
| PSI Advisors, LLC | 4,558 | $1.24M | 0.57% | −1,144−20.1% | 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 |
| Newman Dignan & Sheerar, Inc. | 4,530 | $1.23M | 0.41% | −10.0% | Reduced |
| Buffington Mohr McNeal | 4,526 | $1.23M | 0.24% | −40−0.9% | Reduced |
| Asset Management Corp | 4,520 | $1.23M | 0.77% | −1,580−25.9% | Reduced |
| 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 |
| Chicago Trust Co NA | 4,499 | $1.22M | 0.27% | +2,950+190.4% | Added |
| Sound View Wealth Advisors Group, LLC | 4,480 | $1.22M | 0.25% | +313+7.5% | Added |
| Wealthsource Partners, LLC | 4,473 | $1.21M | 0.11% | +325+7.8% | Added |
| 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 |
| Koss-Olinger Consulting, LLC | 4,452 | $1.21M | 0.20% | −99−2.2% | Reduced |