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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 1,173 | $318.0K | 0.04% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,170 | $317.0K | 0.59% | +1,170 | New |
| Blue Fin Capital, Inc. | 1,167 | $316.0K | 0.10% | +1,167 | New |
| Strategy Asset Managers LLC | 1,159 | $314.0K | 0.07% | +78+7.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,157 | $314.0K | 0.03% | +260+29.0% | Added |
| Nicholas Hoffman & Company, LLC. | 1,154 | $313.0K | 0.05% | +114+11.0% | Added |
| Natixis Investment Managers International | 1,151 | $312.0K | 0.02% | −245−17.6% | Reduced |
| HCR Wealth Advisors | 1,149 | $312.0K | 0.05% | −14−1.2% | Reduced |
| Grace Capital | 1,148 | $311.0K | 0.19% | +70+6.5% | Added |
| MJP Associates Inc | 1,140 | $309.0K | 0.10% | +51+4.7% | Added |
| SPC Financial, Inc. | 1,139 | $309.0K | 0.04% | +55+5.1% | Added |
| GFS Advisors, LLC | 1,137 | $308.0K | 0.07% | +150+15.2% | Added |
| Cordasco Financial Network | 1,132 | $307.0K | 0.21% | −7−0.6% | Reduced |
| Clarity Wealth Advisors, LLC | 1,128 | $305.0K | 0.15% | +11+1.0% | Added |
| Sage Mountain Advisors LLC | 1,123 | $305.0K | 0.04% | +116+11.5% | Added |
| Doliver Advisors, LP | 1,120 | $304.0K | 0.10% | +18+1.6% | Added |
| Evanson Asset Management, LLC | 1,235 | $304.0K | 0.03% | +1,235 | New |
| Janney Capital Management LLC | 1,118 | $303.0K | 0.02% | +19+1.7% | Added |
| Emfo, LLC | 1,117 | $303.0K | 0.27% | +56+5.3% | Added |
| Oak Asset Management, LLC | 1,033 | $301.0K | 0.13% | +175+20.4% | Added |
| Epiq Partners, LLC | 1,107 | $300.0K | 0.14% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,121 | $299.0K | 0.02% | −41−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 1,104 | $299.0K | 0.04% | +4+0.4% | Added |
| Opes Wealth Management LLC | 1,102 | $299.0K | 0.11% | +142+14.8% | Added |
| Premier Asset Management LLC | 1,100 | $298.0K | 0.04% | +145+15.2% | Added |
| Apriem Advisors | 1,100 | $298.0K | 0.04% | +250+29.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,100 | $298.0K | 0.17% | +1,100 | New |
| RFG Advisory, LLC | 1,092 | $296.0K | 0.02% | +91+9.1% | Added |
| Phocas Financial Corp. | 1,090 | $296.0K | 0.04% | +1,090 | New |
| Susquehanna International Group Ltd. | 1,091 | $296.0K | 0.07% | +1,091 | New |
| Morningstar Investment Services LLC | 1,084 | $294.0K | 0.00% | −12,883−92.2% | Reduced |
| LVW Advisors, LLC | 1,082 | $293.0K | 0.05% | +1+0.1% | Added |
| Capital Investment Counsel, Inc | 1,075 | $292.0K | 0.06% | +125+13.2% | Added |
| Orrstown Financial Services Inc | 1,074 | $291.0K | 0.46% | −78−6.8% | Reduced |
| Gilman Hill Asset Management, LLC | 1,072 | $291.0K | 0.07% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,072 | $290.7K | 0.15% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,067 | $289.0K | 0.07% | +10+0.9% | Added |
| KC Investment Advisors, LLC | 1,065 | $289.0K | 0.23% | +27+2.6% | Added |
| Soltis Investment Advisors LLC | 1,064 | $289.0K | 0.04% | +52+5.1% | Added |
| GM Advisory Group, Inc. | 1,066 | $289.0K | 0.03% | +145+15.7% | Added |
| Jackson Creek Investment Advisors LLC | 1,061 | $288.0K | 0.11% | −49−4.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $288.0K | 0.09% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,063 | $288.0K | 0.05% | +88+9.0% | Added |
| Two Sigma Securities, LLC | 1,058 | $287.0K | 0.06% | −10,157−90.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 974 | $287.0K | 0.00% | −4,859−83.3% | Reduced |
| AllSquare Wealth Management LLC | 1,058 | $287.0K | 0.17% | −150−12.4% | Reduced |
| Reilly Financial Advisors, LLC | 1,060 | $287.0K | 0.02% | +14+1.3% | Added |
| Accuvest Global Advisors | 1,059 | $287.0K | 0.14% | +1,059 | New |
| Triton Wealth Management, PLLC | 981 | $286.0K | 0.14% | −99−9.2% | Reduced |
| Financial Network Wealth Management LLC | 1,046 | $284.0K | 0.16% | 00.0% | Unchanged |
| American National Bank | 1,044 | $283.0K | 0.06% | +138+15.2% | Added |
| Harbor Financial Services, LLC | 1,044 | $283.0K | 0.12% | +1,044 | New |
| Adirondack Trust Co | 938 | $281.0K | 0.13% | 00.0% | Unchanged |
| AIA Group Ltd | 1,036 | $281.0K | 0.02% | +176+20.5% | Added |
| Covenant Multifamily Offices, LLC | 1,028 | $279.0K | 0.05% | +173+20.2% | Added |
| MainStreet Investment Advisors LLC | 1,026 | $278.0K | 0.03% | +142+16.1% | Added |
| LBMC Investment Advisors, LLC | 29,526 | $277.0K | 0.03% | +27,579+1,416.5% | Added |
| Veracity Capital LLC | 1,021 | $277.0K | 0.12% | +76+8.0% | Added |
| Aviance Capital Partners, LLC | 1,018 | $276.0K | 0.05% | −90−8.1% | Reduced |
| Cadence Bank NA | 1,017 | $276.0K | 0.08% | +30+3.0% | Added |
| Berkeley Capital Partners, LLC | 1,009 | $274.0K | 0.13% | +57+6.0% | Added |
| Thompson Investment Management, Inc. | 1,006 | $273.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,008 | $273.0K | 0.17% | +88+9.6% | Added |
| Parthenon LLC | 1,000 | $271.0K | 0.04% | −800−44.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,000 | $271.0K | 0.02% | +1+0.1% | Added |
| Arbor Investment Advisors, LLC | 1,000 | $271.0K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $271.0K | 0.02% | 00.0% | Unchanged |
| First Growth Investment Manager LP | 1,000 | $271.0K | 0.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 998 | $271.0K | 0.18% | +98+10.9% | Added |
| CCG Wealth Management, LLC | 998 | $271.0K | 0.16% | +146+17.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 998 | $271.0K | 0.10% | +998 | New |
| Chelsea Counsel Co | 994 | $270.0K | 0.12% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 995 | $270.0K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 991 | $269.0K | 0.06% | +121+13.9% | Added |
| Loveless Wealth Management LLC | 992 | $269.0K | 0.16% | +992 | New |
| Southland Equity Partners LLC | 990 | $268.5K | 0.12% | +87+9.6% | Added |
| J. L. Bainbridge & Co., Inc. | 989 | $268.0K | 0.03% | +989 | New |
| Foundry Partners, LLC | 985 | $267.0K | 0.01% | −187−16.0% | Reduced |
| Smith, Moore & Co. | 986 | $267.0K | 0.04% | −95−8.8% | Reduced |
| Cedar Wealth Management, LLC | 984 | $267.0K | 0.12% | +17+1.8% | Added |
| Yorktown Management & Research Co Inc | 980 | $266.0K | 0.20% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 977 | $265.0K | 0.15% | +977 | New |
| Rock Creek Group, LP | 973 | $264.0K | 0.04% | −235−19.5% | Reduced |
| Breiter Capital Management Inc | 975 | $264.0K | 0.15% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 972 | $264.0K | 0.06% | +105+12.1% | Added |
| Baldwin Investment Management, LLC | 973 | $264.0K | 0.05% | +135+16.1% | Added |
| Prestige Wealth Management Group LLC | 972 | $264.0K | 0.07% | +226+30.3% | Added |
| Vivid Financial Management, Inc. | 969 | $263.0K | 0.11% | −1,258−56.5% | Reduced |
| SlateStone Wealth, LLC | 970 | $263.0K | 0.06% | −78−7.4% | Reduced |
| Monticello Wealth Management, LLC | 962 | $261.0K | 0.03% | +41+4.5% | Added |
| SNS Financial Group, LLC | 964 | $261.0K | 0.03% | +964 | New |
| Tuttle Tactical Management | 957 | $260.0K | 0.30% | −113−10.6% | Reduced |
| JJJ Advisors Inc. | 960 | $260.0K | 0.09% | +192+25.0% | Added |
| DT Investment Partners, LLC | 960 | $260.0K | 0.03% | +960 | New |
| HMS Capital Management, LLC | 945 | $256.0K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 936 | $254.0K | 0.03% | −116−11.0% | Reduced |
| Altus Wealth Group LLC | 937 | $254.0K | 0.25% | +9+1.0% | Added |
| Tower Bridge Advisors | 933 | $253.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 933 | $253.0K | 0.01% | −373−28.6% | Reduced |
| Pictet North America Advisors SA | 931 | $253.0K | 0.03% | 00.0% | Unchanged |