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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,519 | $412.0K | 0.03% | +5+0.3% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,509 | $409.0K | 0.03% | +45+3.1% | Added |
| CX Institutional | 1,503 | $408.0K | 0.03% | +100+7.1% | Added |
| Notis-McConarty Edward | 1,500 | $407.0K | 0.15% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,500 | $407.0K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,487 | $403.0K | 0.04% | +21+1.4% | Added |
| NewEdge Wealth, LLC | 1,479 | $401.0K | 0.02% | +308+26.3% | Added |
| Grandfield & Dodd, LLC | 1,481 | $400.0K | 0.03% | +170+13.0% | Added |
| Canton Hathaway, LLC | 1,474 | $400.0K | 0.11% | +1,298+737.5% | Added |
| Blue Barn Wealth, LLC | 1,474 | $400.0K | 0.35% | +1,474 | New |
| Northeast Investment Management | 1,464 | $397.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,464 | $397.0K | 0.07% | +130+9.7% | Added |
| Tennessee Valley Asset Management Partners | 1,462 | $397.0K | 0.15% | +1,462 | New |
| TCI Wealth Advisors, Inc. | 1,459 | $396.0K | 0.06% | −44−2.9% | Reduced |
| Fiduciary Planning LLC | 1,454 | $394.0K | 0.21% | −689−32.2% | Reduced |
| Quad-Cities Investment Group, LLC | 1,452 | $394.0K | 0.28% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,448 | $393.0K | 0.07% | +40+2.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,439 | $390.0K | 0.28% | −9−0.6% | Reduced |
| Boston Trust Walden Corp | 1,437 | $390.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,432 | $388.0K | 0.02% | −176−10.9% | Reduced |
| Winthrop Advisory Group LLC | 1,431 | $388.0K | 0.09% | +17+1.2% | Added |
| Bingham Osborn & Scarborough LLC | 1,432 | $388.0K | 0.03% | +95+7.1% | Added |
| Arvest Bank Trust Division | 1,431 | $388.0K | 0.02% | +109+8.2% | Added |
| WMS Partners, LLC | 1,429 | $388.0K | 0.06% | +289+25.4% | Added |
| Kings Point Capital Management | 1,422 | $386.0K | 0.03% | +265+22.9% | Added |
| Cypress Capital Management LLC (WY) | 1,420 | $385.0K | 0.32% | −52−3.5% | Reduced |
| Coastline Trust Co | 1,420 | $385.0K | 0.05% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,418 | $385.0K | 0.04% | +36+2.6% | Added |
| Lantz Financial LLC | 1,421 | $385.0K | 0.20% | +358+33.7% | Added |
| Formidable Asset Management, LLC | 1,414 | $384.0K | 0.07% | +18+1.3% | Added |
| Marino, Stram & Associates LLC | 1,412 | $383.0K | 0.13% | −20,317−93.5% | Reduced |
| CNB Bank | 1,413 | $383.0K | 0.23% | −134−8.7% | Reduced |
| Alpha Omega Group, Inc. | 1,402 | $380.0K | 0.41% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,397 | $379.0K | 0.02% | +438+45.7% | Added |
| Okabena Investment Services Inc | 1,394 | $378.0K | 0.20% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,391 | $377.0K | 0.20% | +6+0.4% | Added |
| Opal Wealth Advisors, LLC | 1,385 | $376.0K | 0.36% | −79−5.4% | Reduced |
| Salvus Wealth Management, LLC | 1,388 | $376.0K | 0.31% | +334+31.7% | Added |
| Waddell & Associates, LLC | 1,374 | $373.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,346 | $373.0K | 0.13% | +395+41.5% | Added |
| Indiana Trust & Investment Management CO | 1,374 | $373.0K | 0.19% | +1,374 | New |
| Principal Street Partners, LLC | 1,373 | $372.0K | 0.10% | −1,427−51.0% | Reduced |
| Simplify Asset Management Inc. | 1,372 | $372.0K | 0.07% | +1,372 | New |
| Wealth Architects, LLC | 1,368 | $371.0K | 0.07% | +173+14.5% | Added |
| Beck Mack & Oliver LLC | 1,368 | $371.0K | 0.01% | +1,368 | New |
| Fortress Wealth Group, LLC | 1,364 | $370.0K | 0.32% | +1,364 | New |
| WBH Advisory Inc | 1,362 | $369.0K | 0.05% | −300−18.1% | Reduced |
| Somerset Group LLC | 1,360 | $369.0K | 0.27% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,357 | $368.0K | 0.25% | −182−11.8% | Reduced |
| Assetmark, Inc | 1,355 | $368.0K | 0.00% | +991+272.3% | Added |
| Weik Capital Management | 1,350 | $366.0K | 0.15% | −5−0.4% | Reduced |
| MONECO Advisors, LLC | 1,344 | $365.0K | 0.14% | +30+2.3% | Added |
| Botty Investors LLC | 1,346 | $365.0K | 0.11% | +1,346 | New |
| Engineers Gate Manager LP | 1,337 | $363.0K | 0.02% | −21,120−94.0% | Reduced |
| Retirement Income Solutions, Inc | 1,330 | $361.0K | 0.12% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,329 | $360.0K | 0.11% | −100−7.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,323 | $359.0K | 0.03% | +158+13.6% | Added |
| Consolidated Capital Management, LLC | 1,317 | $357.0K | 0.17% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,318 | $357.0K | 0.14% | 00.0% | Unchanged |
| Ledyard National Bank | 1,314 | $356.0K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $356.0K | 0.23% | +125+10.5% | Added |
| Jeppson Wealth Management, LLC | 1,305 | $353.0K | 0.18% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,296 | $352.0K | 0.41% | +1,296 | New |
| Pegasus Partners Ltd. | 1,292 | $350.0K | 0.06% | −55−4.1% | Reduced |
| Well Done, LLC | 1,286 | $349.0K | 0.08% | +294+29.6% | Added |
| Frisch Financial Group, Inc. | 1,272 | $345.0K | 0.11% | −585−31.5% | Reduced |
| Almanack Investment Partners, LLC. | 1,265 | $343.0K | 0.03% | +430+51.5% | Added |
| Financial Advisors Network, Inc. | 1,115 | $342.0K | 0.08% | +105+10.4% | Added |
| Quantinno Capital Management LP | 1,252 | $340.0K | 0.38% | +64+5.4% | Added |
| Poehling Capital Management, LLC | 1,253 | $340.0K | 0.11% | +90+7.7% | Added |
| DRW Securities, LLC | 1,250 | $339.0K | 0.10% | −1,683−57.4% | Reduced |
| Tufton Capital Management | 1,250 | $339.0K | 0.06% | +125+11.1% | Added |
| David R. Rahn & Associates Inc. | 1,249 | $339.0K | 0.19% | +1,249 | New |
| Tompkins Financial Corp | 1,246 | $338.0K | 0.06% | +1,246 | New |
| LFA - Lugano Financial Advisors SA | 1,248 | $338.0K | 0.22% | +1,248 | New |
| Griffin Asset Management, Inc. | 1,244 | $337.0K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,242 | $337.0K | 0.11% | +1,242 | New |
| Aveo Capital Partners, LLC | 1,238 | $336.0K | 0.07% | +372+43.0% | Added |
| Holderness Investments Co | 1,237 | $335.0K | 0.11% | −47−3.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,231 | $334.0K | 0.16% | +1,231 | New |
| Endurance Wealth Management, Inc. | 1,229 | $333.0K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,229 | $333.0K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,221 | $331.0K | 0.04% | +6+0.5% | Added |
| Security National Bank of So Dak | 1,221 | $331.0K | 0.25% | +1,221 | New |
| Kercheville Advisors, LLC | 1,220 | $331.0K | 0.16% | +1,220 | New |
| Private Capital Group, LLC | 1,216 | $330.0K | 0.07% | −1−0.1% | Reduced |
| Professional Financial Advisors, LLC | 1,217 | $330.0K | 0.19% | +1,217 | New |
| Enterprise Financial Services Corp | 1,211 | $329.0K | 0.04% | +829+217.0% | Added |
| MKD Wealth Coaches, LLC | 1,214 | $329.0K | 0.52% | +1,214 | New |
| Forte Capital LLC | 1,208 | $328.0K | 0.04% | +32+2.7% | Added |
| Boyd Watterson Asset Management LLC | 1,208 | $328.0K | 0.12% | +108+9.8% | Added |
| Morris Retirement Advisors, LLC | 1,207 | $327.0K | 0.28% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,204 | $327.0K | 0.10% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,207 | $327.0K | 0.05% | +98+8.8% | Added |
| Zhang Financial LLC | 1,195 | $324.0K | 0.07% | +1,195 | New |
| Lion Street Advisors, LLC | 1,193 | $323.0K | 0.17% | +1,193 | New |
| Terry L. Blaker | 1,184 | $321.0K | 0.02% | −27−2.2% | Reduced |
| Eidelman Virant Capital | 1,173 | $320.0K | 0.12% | −25−2.1% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $320.0K | 0.14% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,176 | $319.0K | 0.13% | 00.0% | Unchanged |