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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| DeDora Capital, Inc. | 1,972 | $535.0K | 0.23% | +9+0.5% | Added |
| 17 Capital Partners, LLC | 1,965 | $533.0K | 0.50% | +2+0.1% | Added |
| Garner Asset Management Corp | 1,959 | $531.0K | 0.25% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,956 | $531.0K | 0.05% | +1,956 | New |
| Meridian Investment Counsel Inc. | 1,946 | $528.0K | 0.19% | −79−3.9% | Reduced |
| Andesa Financial Management Inc. | 1,945 | $527.0K | 0.29% | −449−18.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,939 | $526.0K | 0.34% | +150+8.4% | Added |
| Hyperion Capital Advisors LP | 1,934 | $525.0K | 0.14% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,936 | $525.0K | 0.07% | +184+10.5% | Added |
| Gabelli Funds LLC | 1,925 | $522.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,923 | $522.0K | 0.29% | +3+0.2% | Added |
| Magellan Asset Management Ltd | 1,925 | $522.0K | 0.00% | +45+2.4% | Added |
| Visionary Wealth Advisors | 1,922 | $521.0K | 0.05% | −616−24.3% | Reduced |
| Advisors Capital Management, LLC | 1,920 | $521.0K | 0.02% | +113+6.3% | Added |
| Roberts Glore & Co Inc | 1,916 | $520.0K | 0.16% | +650+51.3% | Added |
| JSF Financial, LLC | 1,916 | $520.0K | 0.26% | +717+59.8% | Added |
| Venturi Wealth Management, LLC | 1,910 | $518.0K | 0.04% | −537−21.9% | Reduced |
| Blueshift Asset Management, LLC | 1,910 | $518.0K | 0.03% | +1,910 | New |
| Truvestments Capital LLC | 1,908 | $517.0K | 0.29% | +93+5.1% | Added |
| DFPG Investments, LLC | 1,780 | $516.0K | 0.20% | −1,462−45.1% | Reduced |
| Bridgeway Capital Management, LLC | 1,900 | $515.0K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,896 | $515.0K | 0.21% | +1,896 | New |
| Magnus Financial Group LLC | 1,887 | $512.0K | 0.11% | +100+5.6% | Added |
| Evermay Wealth Management LLC | 1,881 | $510.0K | 0.10% | −686−26.7% | Reduced |
| Am Investment Strategies LLC | 1,873 | $508.0K | 0.13% | −15−0.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,864 | $506.0K | 0.14% | −5−0.3% | Reduced |
| Childress Capital Advisors, LLC | 1,863 | $505.0K | 0.21% | −26−1.4% | Reduced |
| Echo Street Capital Management LLC | 1,842 | $500.0K | 0.00% | −2,328−55.8% | Reduced |
| Fieldpoint Private Securities, LLC | 1,844 | $500.0K | 0.11% | −160−8.0% | Reduced |
| InterOcean Capital Group, LLC | 1,825 | $495.0K | 0.02% | −1,187−39.4% | Reduced |
| Tradewinds Capital Management, LLC | 1,817 | $493.0K | 0.08% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 1,815 | $492.0K | 0.11% | +496+37.6% | Added |
| Leavell Investment Management, Inc. | 1,814 | $492.0K | 0.04% | +397+28.0% | Added |
| Cardan Capital Partners, LLC | 1,812 | $491.0K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $490.0K | 0.38% | – | – |
| Cubic Asset Management, LLC | 1,800 | $488.0K | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,795 | $487.0K | 0.28% | +272+17.9% | Added |
| Pinnacle Bancorp, Inc. | 1,784 | $484.0K | 0.19% | −47−2.6% | Reduced |
| Renasant Bank | 1,783 | $484.0K | 0.38% | −9−0.5% | Reduced |
| New World Advisors LLC | 1,643 | $481.0K | 0.22% | +1,643 | New |
| Financial Avengers, Inc. | 1,761 | $478.0K | 0.32% | 00.0% | Unchanged |
| David Loasby | 1,765 | $478.0K | 0.06% | +326+22.7% | Added |
| Dougherty Wealth Advisers LLC | 1,760 | $477.0K | 0.71% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,754 | $476.0K | 0.06% | +141+8.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,753 | $475.0K | 0.01% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,750 | $475.0K | 0.19% | +125+7.7% | Added |
| Twin Focus Capital Partners, LLC | 1,746 | $474.0K | 0.11% | +38+2.2% | Added |
| Main Street Research LLC | 1,738 | $471.0K | 0.04% | +495+39.8% | Added |
| Mattern Wealth Management LLC | 1,729 | $469.0K | 0.16% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,726 | $468.0K | 0.17% | −245−12.4% | Reduced |
| Kavar Capital Partners Group, LLC | 1,713 | $465.0K | 0.11% | +114+7.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,712 | $464.0K | 0.07% | +785+84.7% | Added |
| Avenue 1 Advisors, LLC | 1,697 | $460.0K | 0.26% | +366+27.5% | Added |
| Convergence Investment Partners, LLC | 1,693 | $459.0K | 0.25% | −27−1.6% | Reduced |
| Hayden Royal, LLC | 1,679 | $455.0K | 0.74% | −514−23.4% | Reduced |
| IVC Wealth Advisors LLC | 1,677 | $455.0K | 0.31% | +1,677 | New |
| New Jersey Better Educational Savings Trust | 1,656 | $449.0K | 0.89% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $449.0K | 0.20% | 00.0% | Unchanged |
| Busey Wealth Management | 1,654 | $449.0K | 0.02% | +524+46.4% | Added |
| Interchange Capital Partners, LLC | 1,655 | $448.0K | 0.75% | −73−4.2% | Reduced |
| Rockland Trust Co | 1,652 | $448.0K | 0.03% | +20+1.2% | Added |
| Avidian Wealth Solutions, LLC | 1,648 | $447.0K | 0.03% | +93+6.0% | Added |
| Everhart Financial Group, Inc. | 1,637 | $444.0K | 0.30% | +245+17.6% | Added |
| Connecticut Wealth Management, LLC | 1,633 | $443.0K | 0.04% | +255+18.5% | Added |
| Curated Wealth Partners LLC | 1,629 | $442.0K | 0.25% | +1+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,455 | $440.0K | 0.04% | −43−2.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,620 | $439.0K | 0.27% | +2+0.1% | Added |
| Symphony Financial, Ltd. Co. | 1,614 | $437.0K | 0.15% | −992−38.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,609 | $436.0K | 0.11% | +251+18.5% | Added |
| Waters Parkerson & Co., LLC | 1,605 | $435.0K | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 1,603 | $435.0K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,607 | $435.0K | 0.11% | +62+4.0% | Added |
| Traynor Capital Management, Inc. | 1,597 | $433.0K | 0.06% | +740+86.3% | Added |
| Baldwin Brothers Inc | 1,592 | $432.0K | 0.05% | −350−18.0% | Reduced |
| Klingman & Associates, LLC | 1,594 | $432.0K | 0.04% | +165+11.5% | Added |
| Nichols & Pratt Advisers LLP | 1,570 | $432.0K | 0.03% | +305+24.1% | Added |
| Pekin Hardy Strauss, Inc. | 1,585 | $430.0K | 0.06% | +300+23.3% | Added |
| Sargent Bickham Lagudis LLC | 1,581 | $429.0K | 0.03% | +86+5.8% | Added |
| Integrated Investment Consultants, LLC | 1,580 | $429.0K | 0.13% | +203+14.7% | Added |
| GSB Wealth Management, LLC | 1,577 | $428.0K | 0.22% | −233−12.9% | Reduced |
| One + One Wealth Management, LLC | 1,579 | $428.0K | 0.31% | +150+10.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,578 | $428.0K | 0.09% | +309+24.3% | Added |
| CoreFirst Bank & Trust | 1,569 | $426.0K | 0.30% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,571 | $426.0K | 0.01% | +89+6.0% | Added |
| Heritage Wealth Advisors | 1,568 | $425.3K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,562 | $424.0K | 0.04% | +36+2.4% | Added |
| Cobblestone Capital Advisors LLC | 1,559 | $423.0K | 0.03% | −16−1.0% | Reduced |
| KWB Wealth | 1,559 | $423.0K | 0.08% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,557 | $422.3K | 0.12% | +37+2.4% | Added |
| Ssi Investment Management LLC | 1,561 | $422.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,556 | $422.0K | 0.18% | +1,412+980.6% | Added |
| Islay Capital Management, LLC | 1,549 | $420.0K | 0.32% | +115+8.0% | Added |
| First Citizens Bank & Trust Co | 1,545 | $419.0K | 0.02% | −12−0.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,545 | $419.0K | 0.16% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,543 | $418.0K | 0.21% | −15−1.0% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $418.0K | 0.30% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,537 | $417.0K | 0.12% | +693+82.1% | Added |
| Resource Management, LLC | 1,534 | $416.0K | 0.05% | +307+25.0% | Added |
| Mengis Capital Management, Inc. | 1,532 | $415.0K | 0.09% | +11+0.7% | Added |
| Delta Financial Advisors LLC | 1,522 | $413.0K | 0.18% | +49+3.3% | Added |