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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 727 | $197.0K | 0.04% | +126+21.0% | Added |
| Bedel Financial Consulting, Inc. | 690 | $187.0K | 0.06% | +2+0.3% | Added |
| Stephens Investment Management Group LLC | 680 | $184.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 665 | $180.4K | 0.02% | +75+12.7% | Added |
| Farmers & Merchants Investments Inc | 665 | $180.0K | 0.01% | +165+33.0% | Added |
| Baystate Wealth Management LLC | 645 | $175.0K | 0.02% | −16−2.4% | Reduced |
| Holloway Wealth Management, LLC | – | $173.0K | 0.05% | – | – |
| Institutional & Family Asset Management, LLC | 631 | $171.0K | 0.03% | +89+16.4% | Added |
| Versant Capital Management, Inc | 627 | $170.0K | 0.06% | +4+0.6% | Added |
| Optimum Investment Advisors | 600 | $163.0K | 0.07% | −260−30.2% | Reduced |
| Blume Capital Management, Inc. | 600 | $163.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 591 | $160.3K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 587 | $159.0K | 0.05% | +50+9.3% | Added |
| Arcadia Investment Management Corp | 560 | $152.0K | 0.03% | +500+833.3% | Added |
| BerganKDV Wealth Management, LLC | 557 | $151.0K | 0.02% | +157+39.3% | Added |
| Prentice Wealth Management LLC | 550 | $149.0K | 0.07% | −12−2.1% | Reduced |
| First Command Bank | 551 | $149.0K | 0.03% | +10+1.8% | Added |
| First Command Financial Services, Inc. | 551 | $149.0K | 0.03% | +10+1.8% | Added |
| RPg Family Wealth Advisory, LLC | 537 | $145.6K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 530 | $144.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 525 | $142.0K | 0.01% | +25+5.0% | Added |
| JFS Wealth Advisors, LLC | 513 | $139.0K | 0.01% | +403+366.4% | Added |
| Antonetti Capital Management LLC | 511 | $139.0K | 0.11% | +511 | New |
| West Paces Advisors Inc. | 510 | $138.3K | 0.05% | +191+59.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 500 | $136.0K | 0.02% | −25,337−98.1% | Reduced |
| Hoertkorn Richard Charles | 500 | $136.0K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 501 | $136.0K | 0.02% | +113+29.1% | Added |
| Kessler Investment Group, LLC | 500 | $136.0K | 0.10% | +250+100.0% | Added |
| Crewe Advisors LLC | 498 | $135.0K | 0.03% | +15+3.1% | Added |
| Capital Directions Investment Advisors, LLC | 499 | $135.0K | 0.04% | +96+23.8% | Added |
| Kowal Investment Group, LLC | 498 | $135.0K | 0.04% | +498 | New |
| Logan Capital Management Inc | 495 | $134.0K | 0.01% | +118+31.3% | Added |
| RWM Asset Management, LLC | 487 | $132.0K | 0.03% | +487 | New |
| Concord Wealth Partners | 473 | $128.0K | 0.05% | −566−54.5% | Reduced |
| Hillsdale Investment Management Inc. | 470 | $127.0K | 0.01% | +30+6.8% | Added |
| Mascoma Wealth Management LLC | 467 | $127.0K | 0.05% | +467 | New |
| Hanson & Doremus Investment Management | 465 | $126.0K | 0.03% | +15+3.3% | Added |
| Freemont Management S.A. | 463 | $126.0K | 0.02% | +463 | New |
| Jackson Wealth Management, LLC | 69,529 | $125.0K | 1.51% | +15,640+29.0% | Added |
| S.A. Mason LLC | 458 | $124.0K | 0.08% | +458 | New |
| Community Bank, N.A. | 454 | $123.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 445 | $121.0K | 0.13% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 441 | $120.0K | 0.05% | −6,113−93.3% | Reduced |
| Manchester Capital Management LLC | 441 | $120.0K | 0.02% | −6−1.3% | Reduced |
| Consolidated Planning Corp | 444 | $120.0K | 0.08% | +444 | New |
| Earnest Partners LLC | 436 | $118.0K | 0.00% | +17+4.1% | Added |
| Lenox Wealth Advisors, LLC | 435 | $118.0K | 0.02% | +280+180.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 434 | $118.0K | 0.04% | +434 | New |
| Johnson Financial Group, Inc. | 426 | $116.0K | 0.01% | −70−14.1% | Reduced |
| Hall Laurie J Trustee | 415 | $113.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 416 | $113.0K | 0.03% | +416 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $111.2K | 0.13% | 00.0% | Unchanged |
| Clean Yield Group | 405 | $110.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 405 | $110.0K | 0.02% | +243+150.0% | Added |
| Ironwood Financial, llc | 389 | $106.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 390 | $106.0K | 0.10% | +160+69.6% | Added |
| JCIC Asset Management Inc. | 387 | $105.0K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 387 | $105.0K | 0.02% | +387 | New |
| Guinness Atkinson Asset Management Inc | 380 | $103.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 377 | $102.0K | 0.02% | +151+66.8% | Added |
| Fortis Advisors, LLC | 373 | $101.0K | 0.06% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 365 | $99.0K | 0.08% | +19+5.5% | Added |
| McIlrath & Eck, LLC | 352 | $95.0K | 0.03% | +2+0.6% | Added |
| Burleson & Company, LLC | 330 | $90.0K | 0.01% | −4−1.2% | Reduced |
| Bollard Group LLC | 330 | $90.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 331 | $90.0K | 0.00% | +31+10.3% | Added |
| Resolute Partners Group | 331 | $90.0K | 0.01% | +103+45.2% | Added |
| HC Financial Advisors Inc | 324 | $88.0K | 0.05% | +192+145.5% | Added |
| Portland Hill Asset Management Ltd | 311 | $84.0K | 0.06% | 00.0% | Unchanged |
| Estate Counselors, LLC | 308 | $83.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 300 | $81.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $81.0K | 0.06% | 00.0% | Unchanged |
| Corsicana & Co. | 300 | $81.0K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 271 | $81.0K | 0.06% | +40+17.3% | Added |
| Wealthstreet Investment Advisors, LLC | 290 | $79.0K | 2.18% | −1,050−78.4% | Reduced |
| SRS Capital Advisors, Inc. | 286 | $78.0K | 0.01% | −605−67.9% | Reduced |
| Perkins Coie Trust Co | 287 | $78.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 272 | $74.0K | 0.00% | −158−36.7% | Reduced |
| Investors Research Corp | 271 | $74.0K | 0.02% | 00.0% | Unchanged |
| Truehand, Inc | 268 | $73.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 265 | $72.0K | 0.02% | +10+3.9% | Added |
| Tower View Investment Management & Research LLC | 260 | $71.0K | 0.04% | +13+5.3% | Added |
| Activest Wealth Management | 260 | $71.0K | 0.05% | +65+33.3% | Added |
| Atlantic Trust, LLC | 258 | $70.0K | 0.04% | +2+0.8% | Added |
| Sound Income Strategies, LLC | 259 | $70.0K | 0.01% | +7+2.8% | Added |
| Ellis Investment Partners, LLC | 247 | $66.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 240 | $65.0K | 0.04% | +78+48.1% | Added |
| Charter Oak Capital Management, LLC | 235 | $64.0K | 0.01% | +70+42.4% | Added |
| Delta Asset Management LLC | 234 | $63.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 232 | $63.0K | 0.02% | +155+201.3% | Added |
| Sittner & Nelson, LLC | 230 | $62.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 226 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 216 | $59.0K | 0.01% | +216 | New |
| HBC Financial Services, PLLC | 205 | $56.0K | 0.04% | −5−2.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 204 | $55.0K | 0.03% | −13−6.0% | Reduced |
| Aspire Private Capital, LLC | 200 | $54.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 179 | $49.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 174 | $47.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 175 | $47.0K | 0.01% | +28+19.0% | Added |
| Trust Co | 171 | $46.0K | 0.01% | 00.0% | Unchanged |