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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 169 | $46.0K | 0.01% | +61+56.5% | Added |
| McCarthy Asset Management, Inc. | 171 | $46.0K | 0.03% | +102+147.8% | Added |
| Wealth Quarterback LLC | 165 | $45.0K | 0.03% | +19+13.0% | Added |
| Carmichael Hill & Associates, Inc. | 166 | $45.0K | 0.03% | +56+50.9% | Added |
| McCarthy Grittinger Financial Group, LLC | 165 | $44.8K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 163 | $44.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 161 | $44.0K | 0.03% | +1+0.6% | Added |
| Larson Financial Group LLC | 154 | $42.0K | 0.01% | +17+12.4% | Added |
| Costello Asset Management, INC | 154 | $42.0K | 0.03% | +70+83.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 151 | $41.0K | 0.01% | +6+4.1% | Added |
| Raffa Wealth Management, LLC | 149 | $40.4K | 0.01% | +4+2.8% | Added |
| MCF Advisors LLC | 143 | $39.0K | 0.00% | +143 | New |
| First Personal Financial Services | 132 | $36.0K | 0.01% | +60+83.3% | Added |
| First PREMIER Bank | 130 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 130 | $35.0K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 129 | $35.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 125 | $34.0K | 0.01% | +125 | New |
| Private Ocean, LLC | 121 | $33.0K | 0.00% | −15−11.0% | Reduced |
| MBM Wealth Consultants, LLC | 118 | $32.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 114 | $31.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 110 | $30.0K | 0.02% | −22−16.7% | Reduced |
| Atlas Private Wealth Advisors | 110 | $30.0K | 0.02% | −17−13.4% | Reduced |
| Cedar Mountain Advisors, LLC | 111 | $30.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 110 | $30.0K | 0.01% | +12+12.2% | Added |
| Joseph P. Lucia & Associates, LLC | 112 | $30.0K | 0.02% | +99+761.5% | Added |
| Twin Lakes Capital Management, LLC | 108 | $29.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $27.1K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $27.0K | 0.01% | +2+2.0% | Added |
| Capital Advisors, Ltd. LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 84 | $25.2K | 0.01% | −11−11.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 91 | $25.0K | 0.04% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 92 | $25.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 88 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 89 | $24.0K | 0.01% | +9+11.3% | Added |
| First National Bank of South Miami | 86 | $23.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 80 | $22.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 77 | $21.0K | 0.00% | +77 | New |
| Pacifica Partners Inc. | 67 | $19.0K | 0.01% | +50+294.1% | Added |
| Financial Perspectives, Inc | 70 | $19.0K | 0.01% | +70 | New |
| Sterling Financial Planning, Inc. | 66 | $18.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 68 | $18.0K | 0.01% | +38+126.7% | Added |
| Kelly Financial Services LLC | 65 | $17.6K | 0.01% | −9,462−99.3% | Reduced |
| Catalyst Capital Advisors LLC | 64 | $17.0K | 0.00% | +64 | New |
| Toth Financial Advisory Corp | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 60 | $16.0K | 0.02% | +60 | New |
| TD Capital Management LLC | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 54 | $15.0K | 0.01% | +54 | New |
| PrairieView Partners, LLC | 50 | $14.0K | 0.00% | −25−33.3% | Reduced |
| Lee Financial Co | 51 | $14.0K | 0.00% | +32+168.4% | Added |
| Macroview Investment Management LLC | 51 | $14.0K | 0.02% | +51 | New |
| Simplex Trading, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 44 | $12.0K | 0.01% | +5+12.8% | Added |
| American Research & Management Co. | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 42 | $11.0K | 0.00% | +42 | New |
| Cranbrook Wealth Management, LLC | 36 | $10.0K | 0.00% | +36 | New |
| Savior LLC | 34 | $9.00K | 0.01% | −320−90.4% | Reduced |
| Roble, Belko & Company, Inc | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 33 | $9.00K | 0.00% | +33 | New |
| Guidance Point Advisors, LLC | 38 | $9.00K | 0.00% | +38 | New |
| Bourgeon Capital Management LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 28 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Carolina Wealth Advisors, LLC | 26 | $7.00K | 0.00% | −32−55.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24 | $7.00K | 0.00% | +9+60.0% | Added |
| Your Advocates Ltd., LLP | 24 | $7.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 23 | $6.33K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 21 | $6.00K | 0.00% | +20+2,000.0% | Added |
| Sageworth Trust Co | 20 | $5.00K | 0.00% | −50−71.4% | Reduced |
| Financial Enhancement Group LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $5.00K | 0.00% | +5+33.3% | Added |
| Lowe Wealth Advisors, LLC | 18 | $5.00K | 0.00% | +10+125.0% | Added |
| Centerpoint Advisors, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 10 | $3.00K | 0.00% | +2+25.0% | Added |
| CVA Family Office, LLC | 9 | $2.00K | 0.00% | −1,709−99.5% | Reduced |
| IronBridge Private Wealth, LLC | 7 | $2.00K | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Red Tortoise LLC | 8 | $1.00K | 0.00% | +8 | New |
| Gerber Kawasaki Wealth & Investment Management | 67 | – | – | −3,850−98.3% | Reduced |
| Westside Investment Management, Inc. | 1,434 | – | – | +34+2.4% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,035,181−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −209,351−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −159,916−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −146,933−100.0% | Sold out |
| Pactiv General Employee Benefit Trust | 0 | $0 | 0.00% | −144,951−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −133,176−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −126,622−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −122,898−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −110,009−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −109,784−100.0% | Sold out |
| ROAM Global Management LP | 0 | $0 | 0.00% | −99,069−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −85,774−100.0% | Sold out |