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 |
|---|---|---|---|---|---|
| Juncture Wealth Strategies, LLC | 3,434 | $931.0K | 0.49% | −5−0.1% | Reduced |
| TSFG, LLC | 3,414 | $926.0K | 0.36% | +19+0.6% | Added |
| MUFG Americas Holdings Corp | 3,408 | $924.0K | 0.02% | +167+5.2% | Added |
| Stonebridge Financial Planning Group, LLC | 3,052 | $924.0K | 0.45% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,399 | $922.0K | 0.15% | +63+1.9% | Added |
| Platform Technology Partners | 3,385 | $918.0K | 0.42% | +203+6.4% | Added |
| Quattro Financial Advisors LLC | 3,150 | $916.0K | 0.24% | +150+5.0% | Added |
| YHB Investment Advisors, Inc. | 3,364 | $912.0K | 0.08% | +23+0.7% | Added |
| AdvisorNet Financial, Inc | 3,346 | $908.0K | 0.06% | +868+35.0% | Added |
| Robertson Stephens Wealth Management, LLC | 3,345 | $907.0K | 0.11% | −213−6.0% | Reduced |
| Valley Brook Capital Group | 3,337 | $905.0K | 0.90% | +39+1.2% | Added |
| FineMark National Bank & Trust | 3,298 | $894.0K | 0.04% | +429+15.0% | Added |
| Fortem Financial Group, LLC | 3,290 | $892.0K | 0.45% | −450−12.0% | Reduced |
| Jacobi Capital Management LLC | 3,279 | $889.0K | 0.11% | −308−8.6% | Reduced |
| Bayesian Capital Management, LP | 3,262 | $885.0K | 0.26% | −20,138−86.1% | Reduced |
| West Family Investments, Inc. | 3,253 | $882.0K | 0.23% | +434+15.4% | Added |
| IMS Capital Management | 3,249 | $881.0K | 0.51% | 00.0% | Unchanged |
| CPWM, LLC | 3,245 | $880.0K | 0.08% | +725+28.8% | Added |
| Boenning & Scattergood, Inc. | 3,242 | $879.0K | 0.15% | +1,000+44.6% | Added |
| Thomas White International Ltd | 3,227 | $875.0K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,221 | $874.0K | 0.09% | +756+30.7% | Added |
| Highland Private Wealth Management | 3,220 | $873.0K | 0.12% | −117−3.5% | Reduced |
| Greystone Financial Group, LLC | 3,182 | $863.0K | 0.26% | +3,182 | New |
| Cornerstone Wealth Management, LLC | 3,175 | $861.0K | 0.09% | +230+7.8% | Added |
| Banco BTG Pactual S.A. | 3,170 | $860.0K | 0.37% | −110−3.4% | Reduced |
| Kore Private Wealth LLC | 3,171 | $860.0K | 0.09% | +740+30.4% | Added |
| Spotlight Asset Group, Inc. | 3,169 | $859.0K | 0.43% | −1,545−32.8% | Reduced |
| Claro Advisors LLC | 3,169 | $859.0K | 0.36% | +75+2.4% | Added |
| Atom Investors LP | 3,158 | $857.0K | 0.17% | −3,727−54.1% | Reduced |
| DSC Advisors, L.P. | 3,147 | $854.0K | 1.13% | +470+17.6% | Added |
| Oxford Financial Group Ltd | 3,144 | $853.0K | 0.11% | −432−12.1% | Reduced |
| SFMG, LLC | 3,134 | $850.0K | 0.09% | −132−4.0% | Reduced |
| RiverGlades Family Offices LLC | 3,125 | $848.0K | 0.66% | 00.0% | Unchanged |
| First Pacific Financial | 3,121 | $846.0K | 0.45% | +154+5.2% | Added |
| WP Advisors, LLC | 3,105 | $842.0K | 0.35% | −45−1.4% | Reduced |
| Beaumont Financial Partners, LLC | 3,092 | $838.0K | 0.06% | +269+9.5% | Added |
| Global Trust Asset Management, LLC | 3,082 | $836.0K | 0.37% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,084 | $836.0K | 0.04% | +3,084 | New |
| ETF Managers Group, LLC | 3,071 | $831.0K | 0.02% | +236+8.3% | Added |
| SkyView Investment Advisors, LLC | 3,054 | $828.0K | 0.23% | +29+1.0% | Added |
| Aaron Wealth Advisors | 3,049 | $826.0K | 0.23% | −698−18.6% | Reduced |
| LCM Capital Management Inc | 3,041 | $825.0K | 0.70% | −24−0.8% | Reduced |
| McDaniel Terry & Co | 3,038 | $824.0K | 0.10% | +242+8.7% | Added |
| Roanoke Asset Management Corp | 3,019 | $819.0K | 0.29% | +3,019 | New |
| Csenge Advisory Group | 2,966 | $817.0K | 0.07% | +167+6.0% | Added |
| Cahill Financial Advisors Inc | 3,006 | $815.0K | 0.17% | +46+1.6% | Added |
| Garrett Investment Advisors LLC | 3,003 | $814.0K | 0.27% | +499+19.9% | Added |
| Octavia Wealth Advisors, LLC | 2,996 | $812.0K | 0.21% | −199−6.2% | Reduced |
| Bellecapital International Ltd. | 2,994 | $812.0K | 0.25% | +39+1.3% | Added |
| Citizens Financial Group Inc | 2,989 | $811.0K | 0.03% | +614+25.9% | Added |
| Caxton Corp | 2,986 | $810.0K | 0.66% | −2−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 2,987 | $810.0K | 0.19% | 00.0% | Unchanged |
| First National Bank | 2,981 | $809.0K | 0.77% | +2,981 | New |
| Baxter Bros Inc | 2,980 | $808.0K | 0.13% | +2,980 | New |
| Woodard & Co Asset Management Group Inc | 2,976 | $807.0K | 0.50% | +2,976 | New |
| Smithfield Trust Co | 2,995 | $806.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 2,961 | $803.0K | 0.15% | −201−6.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,949 | $800.0K | 0.23% | +1,354+84.9% | Added |
| Warther Private Wealth, LLC | 2,889 | $795.0K | 0.71% | +194+7.2% | Added |
| Paradigm Financial Advisors, LLC | 2,926 | $794.0K | 0.18% | +18+0.6% | Added |
| D.B. Root & Company, LLC | 2,930 | $794.0K | 0.31% | +785+36.6% | Added |
| Solstein Capital, LLC | 2,928 | $794.0K | 0.46% | +1,750+148.6% | Added |
| First Heartland Consultants, Inc. | 2,921 | $792.0K | 0.12% | −571−16.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 2,919 | $792.0K | 0.56% | +1,324+83.0% | Added |
| Proficio Capital Partners LLC | 2,918 | $791.0K | 0.10% | +178+6.5% | Added |
| Glenview Trust Co | 2,912 | $790.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,843 | $790.0K | 0.06% | +753+36.0% | Added |
| Marcum Wealth, LLC | 2,908 | $789.0K | 0.12% | +313+12.1% | Added |
| Hilltop Holdings Inc. | 2,898 | $786.0K | 0.09% | −275−8.7% | Reduced |
| Parker Investment Management, LLC | 2,895 | $785.0K | 0.13% | −448−13.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,886 | $783.0K | 0.03% | +126+4.6% | Added |
| Oder Investment Management, LLC | 2,884 | $782.0K | 1.15% | +18+0.6% | Added |
| Prudent Man Advisors, LLC | 2,868 | $778.0K | 0.29% | −28−1.0% | Reduced |
| Occidental Asset Management, LLC | 2,870 | $778.0K | 0.20% | +812+39.5% | Added |
| Davis R M Inc | 2,860 | $776.0K | 0.02% | +21+0.7% | Added |
| Stansberry Asset Management, LLC | 2,860 | $776.0K | 0.16% | +2,860 | New |
| Silvercrest Asset Management Group LLC | 2,857 | $775.0K | 0.01% | +908+46.6% | Added |
| United Maritime Capital LLC | 2,854 | $774.0K | 0.86% | −1,300−31.3% | Reduced |
| Americana Partners, LLC | 2,844 | $771.0K | 0.19% | +1,569+123.1% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,837 | $770.0K | 0.31% | −983−25.7% | Reduced |
| Blueprint Investment Partners LLC | 2,828 | $767.0K | 0.38% | +1,736+159.0% | Added |
| Fulcrum Capital LLC | 2,820 | $765.0K | 0.18% | −682−19.5% | Reduced |
| Redwood Investments, LLC | 2,771 | $752.0K | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 2,732 | $741.0K | 0.01% | −227,847−98.8% | Reduced |
| Maven Securities LTD | 2,721 | $738.0K | 0.08% | −921−25.3% | Reduced |
| Conway Capital Management, Inc. | 2,710 | $735.0K | 0.50% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,707 | $734.0K | 0.06% | −186−6.4% | Reduced |
| Patron Partners Advisors, LLC | 2,709 | $734.0K | 0.54% | −3−0.1% | Reduced |
| Mather Group, LLC. | 2,702 | $733.0K | 0.02% | −101−3.6% | Reduced |
| Balentine LLC | 2,702 | $733.0K | 0.03% | +1,512+127.1% | Added |
| Running Point Capital Advisors, LLC | 2,695 | $731.0K | 0.32% | +212+8.5% | Added |
| Associated Banc-Corp | 2,690 | $730.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,680 | $727.0K | 0.05% | +507+23.3% | Added |
| Sunflower Bank, N.A. | 2,677 | $726.0K | 0.10% | +4+0.1% | Added |
| Valmark Advisers, Inc. | 2,678 | $726.0K | 0.01% | +193+7.8% | Added |
| Tarbox Family Office, Inc. | 2,654 | $720.0K | 0.13% | −10.0% | Reduced |
| Tradition Wealth Management, LLC | 2,637 | $715.0K | 0.10% | +280+11.9% | Added |
| First Nebraska Trust Co | 2,634 | $714.4K | 0.09% | +7+0.3% | Added |
| Fulcrum Asset Management LLP | – | $714.0K | 0.35% | – | New |
| SOA Wealth Advisors, LLC. | 2,631 | $713.0K | 0.18% | +10.0% | Added |