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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 4,413 | $1.20M | 0.25% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,411 | $1.20M | 0.04% | +169+4.0% | Added |
| Parkside Investments, LLC | 4,395 | $1.19M | 0.25% | +4,395 | New |
| 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 |
| 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 |
| Coldstream Capital Management Inc | 4,676 | $1.18M | 0.06% | −680−12.7% | Reduced |
| Paradigm Financial Partners, LLC | 4,275 | $1.17M | 0.28% | +367+9.4% | Added |
| Smith, Salley & Associates | 4,322 | $1.17M | 0.09% | +547+14.5% | Added |
| Quest Capital Management Inc | 4,305 | $1.17M | 0.23% | +127+3.0% | Added |
| Fort Point Capital Partners LLC | 4,301 | $1.17M | 0.18% | +627+17.1% | 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 |
| Essex Financial Services, Inc. | 4,295 | $1.17M | 0.13% | +302+7.6% | Added |
| Rathbone Brothers plc | 4,292 | $1.16M | 0.01% | +269+6.7% | Added |
| HM Payson & Co | 4,274 | $1.16M | 0.03% | −96−2.2% | Reduced |
| Claraphi Advisory Network, LLC | 4,264 | $1.16M | 0.41% | +253+6.3% | Added |
| Insight Advisors, LLC | 3,745 | $1.15M | 0.34% | +66+1.8% | Added |
| Allred Capital Management, LLC | 4,252 | $1.15M | 0.60% | −140−3.2% | Reduced |
| Morse Asset Management, Inc | 4,235 | $1.15M | 0.27% | +115+2.8% | Added |
| Legacy Private Trust Co. | 4,215 | $1.14M | 0.09% | +4,215 | New |
| Great Diamond Partners, LLC | 4,210 | $1.14M | 0.31% | +45+1.1% | Added |
| Graypoint LLC | 4,199 | $1.14M | 0.14% | +1,225+41.2% | Added |
| Rehmann Capital Advisory Group | 4,196 | $1.14M | 0.11% | +250+6.3% | Added |
| Buckingham Strategic Wealth, LLC | 4,184 | $1.14M | 0.02% | +444+11.9% | Added |
| Argent Advisors, Inc. | 4,167 | $1.13M | 0.65% | +634+17.9% | 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 |
| Gainplan LLC | 4,053 | $1.12M | 0.50% | +2,861+240.0% | Added |
| Menard Financial Group LLC | 4,130 | $1.12M | 0.98% | +724+21.3% | Added |
| Lineweaver Wealth Advisors, LLC | 4,101 | $1.11M | 0.34% | +147+3.7% | Added |
| Magnolia Capital Advisors LLC | 4,086 | $1.11M | 0.39% | +1,811+79.6% | Added |
| Sage Rhino Capital LLC | 4,077 | $1.11M | 0.34% | +59+1.5% | Added |
| Brown Capital Management LLC | 4,058 | $1.10M | 0.01% | −879−17.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,748 | $1.10M | 0.15% | +89+2.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,999 | $1.08M | 0.12% | −4,668−53.9% | Reduced |
| Capital Asset Advisory Services LLC | 3,990 | $1.08M | 0.12% | −1,039−20.7% | Reduced |
| Riverview Trust Co | 3,969 | $1.08M | 1.14% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 3,963 | $1.07M | 0.32% | −8,756−68.8% | Reduced |
| Adams Chetwood Wealth Management LLC | 3,959 | $1.07M | 0.78% | −20−0.5% | Reduced |
| Montag A & Associates Inc | 3,958 | $1.07M | 0.06% | −908−18.7% | Reduced |
| Haverford Trust Co | 3,938 | $1.07M | 0.01% | +594+17.8% | Added |
| Principle Wealth Partners LLC | 3,933 | $1.07M | 0.12% | +40+1.0% | Added |
| Covenant Partners, LLC | 3,928 | $1.06M | 0.42% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,915 | $1.06M | 0.95% | +488+14.2% | 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 |
| Essex Savings Bank | 3,986 | $1.06M | 0.38% | +97+2.5% | Added |
| Tectonic Advisors LLC | 3,893 | $1.06M | 0.21% | +15+0.4% | Added |
| Professional Planning | 3,892 | $1.05M | 0.50% | +110+2.9% | Added |
| Cim Investment Mangement Inc | 3,887 | $1.05M | 0.33% | −32−0.8% | Reduced |
| Highlander Capital Management, LLC | 3,882 | $1.05M | 0.53% | +7+0.2% | Added |
| Chemung Canal Trust Co | 3,845 | $1.04M | 0.20% | −217−5.3% | Reduced |
| Buckley Wealth Management, LLC | 3,817 | $1.03M | 0.33% | −215−5.3% | Reduced |
| Camelot Portfolios, LLC | 3,803 | $1.03M | 0.53% | −370−8.9% | Reduced |
| Israel Discount Bank of New York | 3,785 | $1.03M | 0.69% | +3,785 | New |
| Allworth Financial LP | 3,782 | $1.03M | 0.02% | +1,063+39.1% | Added |
| Merit Financial Group, LLC | 3,780 | $1.02M | 0.11% | +54+1.4% | Added |
| Encompass Wealth Advisors, LLC | 3,766 | $1.02M | 0.27% | +38+1.0% | Added |
| Altfest L J & Co Inc | 3,756 | $1.02M | 0.21% | +82+2.2% | Added |
| Concorde Asset Management, LLC | 3,730 | $1.01M | 0.58% | +3,730 | New |
| Resources Investment Advisors, LLC. | 3,723 | $1.01M | 0.04% | −137−3.5% | Reduced |
| Wealth Management Associates, Inc. | 3,715 | $1.01M | 0.59% | +46+1.3% | Added |
| Edge Capital Group, LLC | 3,707 | $1.00M | 0.08% | +790+27.1% | Added |
| Harfst & Associates, Inc. | 3,690 | $1.00M | 0.28% | +16+0.4% | Added |
| Taylor Wealth Management Partners | 3,682 | $999.0K | 0.36% | +3,682 | New |
| Seven Eight Capital, LP | 3,681 | $998.0K | 0.10% | −12,406−77.1% | Reduced |
| 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 |
| BFT Financial Group, LLC | 3,667 | $995.0K | 0.18% | +10+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 3,665 | $994.0K | 0.56% | +60+1.7% | Added |
| AlphaStar Capital Management, LLC | 3,425 | $993.0K | 0.07% | +3,425 | New |
| Creative Financial Designs Inc | 3,659 | $992.0K | 0.16% | +255+7.5% | Added |
| Golden State Wealth Management, LLC | 3,648 | $989.0K | 0.22% | −1,176−24.4% | Reduced |
| Centiva Capital, LP | 3,628 | $984.0K | 0.08% | −1,079−22.9% | Reduced |
| 9258 Wealth Management, LLC | 3,623 | $983.0K | 0.26% | +912+33.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,616 | $981.0K | 0.36% | +78+2.2% | Added |
| Homrich & Berg | 3,609 | $979.0K | 0.02% | +36+1.0% | Added |
| Founders Financial Securities LLC | 3,605 | $978.0K | 0.20% | −1,098−23.3% | Reduced |
| Lindbrook Capital, LLC | 3,595 | $975.0K | 0.26% | +470+15.0% | Added |
| Stratos Wealth Advisors, LLC | 3,591 | $974.0K | 0.08% | −70−1.9% | Reduced |
| Norris Financial Group, LLC | 3,582 | $971.5K | 0.64% | +3,582 | New |
| Fairfield, Bush & Co. | 3,558 | $965.0K | 0.31% | −15−0.4% | Reduced |
| Glen Eagle Advisors, LLC | 3,535 | $958.8K | 0.28% | −22−0.6% | Reduced |
| Ramiah Investment Group | 3,533 | $958.2K | 0.69% | −12−0.3% | Reduced |
| AGF Investments LLC | 3,531 | $958.0K | 0.09% | +3,531 | New |
| Lumature Wealth Partners, LLC | 3,521 | $955.0K | 0.39% | +147+4.4% | Added |
| Silicon Valley Capital Partners | 3,515 | $953.0K | 0.18% | +142+4.2% | Added |
| Penserra Capital Management LLC | 3,520 | $953.0K | 0.02% | +513+17.1% | Added |
| Coastal Investment Advisors, Inc. | 3,511 | $952.0K | 0.22% | −226−6.0% | Reduced |
| Congress Park Capital LLC | 3,500 | $949.0K | 0.49% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,493 | $947.0K | 0.01% | +389+12.5% | Added |
| Mission Creek Capital Partners, Inc. | 3,486 | $945.0K | 0.18% | +257+8.0% | Added |
| Clear Perspective Advisors, LLC | 3,480 | $944.0K | 0.32% | +294+9.2% | Added |
| G&S Capital LLC | 3,480 | $944.0K | 0.52% | +3,480 | New |
| Sofos Investments, Inc. | 2,432 | $940.0K | 0.68% | −2,819−53.7% | Reduced |
| Golden Green, Inc. | 3,456 | $937.0K | 0.73% | −698−16.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,450 | $936.0K | 0.31% | −200−5.5% | Reduced |