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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 2,627 | $713.0K | 0.25% | +502+23.6% | Added |
| Gradient Investments LLC | 2,617 | $710.0K | 0.02% | +10+0.4% | Added |
| S&CO Inc | 2,616 | $709.0K | 0.06% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 2,289 | $709.0K | 0.03% | +2,289 | New |
| Copperwynd Financial, LLC | 2,611 | $708.0K | 0.29% | +281+12.1% | Added |
| Hellman Jordan Management Co Inc | 2,593 | $703.0K | 0.99% | +510+24.5% | Added |
| JB Capital LLC | 2,591 | $703.0K | 0.09% | +2,591 | New |
| Park National Corp | 2,591 | $702.0K | 0.03% | −35−1.3% | Reduced |
| Geller Advisors LLC | 2,579 | $699.0K | 0.15% | +415+19.2% | Added |
| Amussen Hunsaker Associates LLC | 2,559 | $695.0K | 0.19% | −12−0.5% | Reduced |
| Qtron Investments LLC | 2,557 | $694.0K | 0.19% | +773+43.3% | Added |
| Capital Investment Advisory Services, LLC | 2,513 | $682.0K | 0.09% | −602−19.3% | Reduced |
| Cooper Financial Group | 2,505 | $679.0K | 0.14% | +132+5.6% | Added |
| Greenwich Wealth Management LLC | 2,500 | $678.0K | 0.06% | +1,612+181.5% | Added |
| TFG Advisers LLC | 2,477 | $672.0K | 0.33% | +93+3.9% | Added |
| Caas Capital Management LP | 2,476 | $672.0K | 0.05% | +2,476 | New |
| Capital Advisory Group Advisory Services, LLC | 2,466 | $669.0K | 0.24% | +167+7.3% | Added |
| Key Financial Inc | 2,462 | $668.0K | 0.38% | +11+0.4% | Added |
| Global Retirement Partners, LLC | 2,459 | $667.0K | 0.07% | +15+0.6% | Added |
| Windsor Group LTD | 2,423 | $667.0K | 0.14% | +107+4.6% | Added |
| Stonebridge Capital Advisors LLC | 2,448 | $664.0K | 0.08% | +2,165+765.0% | Added |
| Calton & Associates, Inc. | 2,445 | $663.0K | 0.15% | −166−6.4% | Reduced |
| Crumly & Associates Inc. | 2,433 | $660.0K | 0.31% | −148−5.7% | Reduced |
| XML Financial, LLC | 2,426 | $658.0K | 0.09% | +575+31.1% | Added |
| Sonata Capital Group Inc | 2,419 | $656.0K | 0.29% | −916−27.5% | Reduced |
| First Financial Corp | 2,416 | $656.0K | 0.44% | −29−1.2% | Reduced |
| Sassicaia Capital Advisers LLC | 2,400 | $651.0K | 1.84% | +2,400 | New |
| Harvey Capital Management Inc | 2,400 | $650.0K | 0.22% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,397 | $650.0K | 0.02% | +19+0.8% | Added |
| Financial Advisory Service, Inc. | 2,391 | $648.0K | 0.06% | +169+7.6% | Added |
| David J Yvars Group | 2,350 | $647.0K | 0.38% | 00.0% | Unchanged |
| Keel Point, LLC | 2,385 | $647.0K | 0.09% | +72+3.1% | Added |
| Eudaimonia Partners, LLC | 2,380 | $646.0K | 0.12% | +153+6.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 2,365 | $641.0K | 0.18% | +1,430+152.9% | Added |
| Aevitas Wealth Management, Inc. | 2,361 | $640.0K | 0.41% | −8−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 2,360 | $640.0K | 0.37% | +996+73.0% | Added |
| Sutton Wealth Advisors Inc. | 2,338 | $634.1K | 0.23% | +93+4.1% | Added |
| Evolution Wealth Advisors, LLC | 2,335 | $633.0K | 0.14% | +2,228+2,082.2% | Added |
| Twinbeech Capital LP | 2,329 | $632.0K | 0.04% | −21,680−90.3% | Reduced |
| Parkside Advisors LLC | 2,330 | $632.0K | 0.20% | +31+1.3% | Added |
| Sequent Asset Management, LLC | 2,327 | $631.0K | 0.36% | +30+1.3% | Added |
| Hillman Capital Management, Inc. | 2,316 | $629.0K | 0.22% | +1,231+113.5% | Added |
| Anchor Investment Management, LLC | 2,318 | $628.7K | 0.09% | +173+8.1% | Added |
| Hoey Investments, Inc | 2,317 | $628.0K | 0.19% | +9+0.4% | Added |
| Delta Investment Management, LLC | 2,317 | $628.0K | 0.20% | +26+1.1% | Added |
| CTC LLC | 2,315 | $627.0K | 0.05% | +2,315 | New |
| Essex LLC | 2,311 | $627.0K | 0.17% | +2,311 | New |
| Bristlecone Advisors, LLC | 2,309 | $626.0K | 0.08% | +214+10.2% | Added |
| Texas Yale Capital Corp. | 2,304 | $625.0K | 0.04% | +80+3.6% | Added |
| State of Wyoming | 2,293 | $622.0K | 0.40% | −249−9.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,285 | $620.0K | 0.43% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,283 | $619.0K | 0.01% | +10+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,278 | $618.0K | 0.11% | −6,271−73.4% | Reduced |
| True North Advisors, LLC | 2,282 | $618.0K | 0.12% | +673+41.8% | Added |
| Whitener Capital Management, Inc. | 2,765 | $615.0K | 0.28% | −55−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,260 | $613.0K | 0.04% | +175+8.4% | Added |
| Probity Advisors, Inc. | 2,258 | $612.0K | 0.13% | +181+8.7% | Added |
| Walkner Condon Financial Advisors LLC | 2,260 | $612.0K | 0.30% | +2,260 | New |
| Mason Capital Management LLC | 2,250 | $610.0K | 0.28% | +2,250 | New |
| West Oak Capital, LLC | 2,245 | $609.0K | 0.24% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 2,242 | $608.0K | 0.00% | −118−5.0% | Reduced |
| Hengehold Capital Management LLC | 2,239 | $607.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 2,235 | $606.0K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,230 | $605.0K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,216 | $601.0K | 0.04% | −67−2.9% | Reduced |
| Clare Market Investments LLC | 2,200 | $596.7K | 0.18% | +425+23.9% | Added |
| Barometer Capital Management Inc. | 2,200 | $596.7K | 0.12% | +2,200 | New |
| Credential Qtrade Securities Inc. | 2,181 | $591.5K | 0.05% | +647+42.2% | Added |
| Redwood Investment Management, LLC | 2,165 | $587.0K | 0.08% | +823+61.3% | Added |
| IFG Advisors, LLC | 2,159 | $586.0K | 0.27% | +10.0% | Added |
| Boston Financial Mangement LLC | 2,154 | $584.0K | 0.02% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 2,150 | $583.0K | 0.06% | +15+0.7% | Added |
| Parkside Financial Bank & Trust | 2,139 | $580.0K | 0.17% | +103+5.1% | Added |
| WealthBridge Capital Management, LLC | 2,129 | $577.0K | 0.22% | −113−5.0% | Reduced |
| Virtu Financial LLC | 2,106 | $571.0K | 0.05% | +2,106 | New |
| Modera Wealth Management, LLC | 2,101 | $570.0K | 0.03% | +2,101 | New |
| Atticus Wealth Management, LLC | 2,098 | $569.0K | 0.25% | −148−6.6% | Reduced |
| TCG Advisory Services, LLC | 2,089 | $567.0K | 0.15% | +13+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,084 | $565.0K | 0.10% | +300+16.8% | Added |
| Angeles Investment Advisors, LLC | 2,085 | $565.0K | 0.03% | +2,085 | New |
| Oxinas Partners Wealth Management LLC | 2,080 | $564.0K | 0.33% | −528−20.2% | Reduced |
| James Hambro & Partners | 2,050 | $556.0K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,046 | $554.9K | 0.14% | +268+15.1% | Added |
| Carret Asset Management, LLC | 2,044 | $554.0K | 0.07% | +469+29.8% | Added |
| Focus Financial Network, Inc. | 2,041 | $553.6K | 0.07% | +50+2.5% | Added |
| Fort Sheridan Advisors LLC | 2,033 | $551.0K | 0.18% | +148+7.9% | Added |
| Archer Investment Corp | 2,030 | $550.6K | 0.21% | +5+0.2% | Added |
| PDS Planning, Inc | 2,027 | $550.0K | 0.13% | +423+26.4% | Added |
| 55I, LLC | 2,029 | $550.0K | 0.02% | +2,029 | New |
| Accel Wealth Management | 2,015 | $547.0K | 0.35% | +7+0.3% | Added |
| Meridian Financial Partners LLC | 1,916 | $545.0K | 0.37% | +332+21.0% | Added |
| Hodges Capital Management Inc. | 2,000 | $542.0K | 0.04% | 00.0% | Unchanged |
| Alley Co LLC | 2,000 | $542.0K | 0.10% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,994 | $541.0K | 0.13% | +158+8.6% | Added |
| Lakeview Capital Partners, LLC | 1,985 | $538.0K | 0.25% | +6+0.3% | Added |
| Corundum Group, Inc. | 1,985 | $538.0K | 0.40% | +137+7.4% | Added |
| Arete Wealth Advisors, LLC | 1,982 | $538.0K | 0.06% | +125+6.7% | Added |
| Stelac Advisory Services LLC | 1,978 | $536.0K | 0.14% | −1,109−35.9% | Reduced |
| Catalyst Private Wealth, LLC | 1,977 | $536.0K | 0.23% | +2+0.1% | Added |
| Geneos Wealth Management Inc. | 1,948 | $536.0K | 0.02% | +298+18.1% | Added |