Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2021: 2,188 institutions

Value heldQ3 2021: $207.8B

Institutions holding CRM and their total value by quarter
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.

Institutions holding CRM in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Clough Capital Partners L P	0	$0	0.00%	−78,950−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−76,397−100.0%	Sold out
AMS Capital Ltda	0	$0	0.00%	−70,000−100.0%	Sold out
Capital Fund Management S.A.	0	$0	0.00%	−64,653−100.0%	Sold out
Laurion Capital Management LP	0	$0	0.00%	−57,553−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−51,861−100.0%	Sold out
Shanda Asset Management Holdings Ltd	0	$0	0.00%	−50,000−100.0%	Sold out
AXS Investments LLC	0	$0	0.00%	−43,686−100.0%	Sold out
Tudor Investment Corp Et Al	0	$0	0.00%	−39,302−100.0%	Sold out
Duality Advisers, LP	0	$0	0.00%	−35,813−100.0%	Sold out
Quadrature Capital Ltd	0	$0	0.00%	−32,962−100.0%	Sold out
BP PLC	0	$0	0.00%	−20,637−100.0%	Sold out
TOMS Capital Investment Management LP	0	$0	0.00%	−19,400−100.0%	Sold out
Pearl River Capital, LLC	0	$0	0.00%	−17,007−100.0%	Sold out
Kapitalo Investimentos Ltda	0	$0	0.00%	−15,151−100.0%	Sold out
Strategic Vision Investment Ltd	0	$0	0.00%	−10,000−100.0%	Sold out
Parametrica Management Ltd	0	$0	0.00%	−8,748−100.0%	Sold out
Viridian Ria, LLC	0	$0	0.00%	0	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−8,452−100.0%	Sold out
Stevens Capital Management LP	0	$0	0.00%	−8,259−100.0%	Sold out
Magnetar Financial LLC	0	$0	0.00%	−8,015−100.0%	Sold out
Brookfield Asset Management Inc.	0	$0	0.00%	−5,820−100.0%	Sold out
Bridgefront Capital, LLC	0	$0	0.00%	−5,520−100.0%	Sold out
Quantitative Systematic Strategies LLC	0	$0	0.00%	−5,277−100.0%	Sold out
XR Securities LLC	0	$0	0.00%	−4,537−100.0%	Sold out
Quantbot Technologies LP	0	$0	0.00%	−4,430−100.0%	Sold out
Wills Financial Group, Inc.	0	$0	0.00%	−4,354−100.0%	Sold out
Standard Family Office LLC	0	$0	0.00%	−3,489−100.0%	Sold out
Ridgecrest Wealth Partners, LLC	0	$0	0.00%	−3,380−100.0%	Sold out
Versor Investments LP	0	$0	0.00%	−3,208−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−3,146−100.0%	Sold out
Oak Grove Capital LLC	0	$0	0.00%	−3,050−100.0%	Sold out
Quantamental Technologies LLC	0	$0	0.00%	−2,629−100.0%	Sold out
Kerntke Otto McGlone Wealth Management Group	0	$0	0.00%	−2,515−100.0%	Sold out
SageGuard Financial Group, LLC	0	$0	0.00%	−2,503−100.0%	Sold out
Abacus Wealth Partners, LLC	0	$0	0.00%	−2,138−100.0%	Sold out
Ovata Capital Management Ltd	0	$0	0.00%	−2,134−100.0%	Sold out
TimesSquare Capital Management, LLC	0	$0	0.00%	−2,050−100.0%	Sold out
Neo Ivy Capital Management	0	$0	0.00%	−1,510−100.0%	Sold out
First American Trust, FSB	0	$0	0.00%	−1,490−100.0%	Sold out
Machina Capital S.A.S.	0	$0	0.00%	−1,291−100.0%	Sold out
Sciencast Management LP	0	$0	0.00%	−1,250−100.0%	Sold out
Security National Bank of Sioux City Iowa	0	$0	0.00%	−1,221−100.0%	Sold out
Meitav Dash Investments Ltd	0	$0	0.00%	−1,039−100.0%	Sold out
Benin Management CORP	0	$0	0.00%	−1,025−100.0%	Sold out
Peachtree Investment Partners, LLC	0	$0	0.00%	−1,025−100.0%	Sold out
Close Asset Management Ltd	0	$0	0.00%	−1,018−100.0%	Sold out
united american securities inc. (d/b/a uas asset management)	0	$0	0.00%	−1,000−100.0%	Sold out
NinePointTwo Capital	0	$0	0.00%	−988−100.0%	Sold out
Crescent Grove Advisors, LLC	0	$0	0.00%	−945−100.0%	Sold out
Palladiem, LLC	0	$0	0.00%	−939−100.0%	Sold out
First Citizens Financial Corp	0	$0	0.00%	−916−100.0%	Sold out
Founders Financial Alliance, LLC	0	$0	0.00%	−917−100.0%	Sold out
Patriot Investment Management Inc.	0	$0	0.00%	−880−100.0%	Sold out
Leverage Partners Absolute Return Fund SPC	0	$0	0.00%	−850−100.0%	Sold out
Cooper/Haims Advisors, LLC	0	$0	0.00%	−843−100.0%	Sold out
Single Point Partners, LLC	0	$0	0.00%	−822−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−566−100.0%	Sold out
GVO Asset Management Ltd	0	$0	0.00%	−503−100.0%	Sold out
Gladius Capital Management LP	0	$0	0.00%	−470−100.0%	Sold out
Parisi Gray Wealth Management	0	$0	0.00%	−435−100.0%	Sold out
tru Independence LLC	0	$0	0.00%	−370−100.0%	Sold out
Emerald Advisers, LLC	0	$0	0.00%	−335−100.0%	Sold out
QVR LLC	0	$0	0.00%	−326−100.0%	Sold out
Summit Wealth Group, LLC	0	$0	0.00%	−318−100.0%	Sold out
Perennial Advisors, LLC	0	$0	0.00%	−304−100.0%	Sold out
Personal Wealth Partners	0	$0	0.00%	−195−100.0%	Sold out
Flagship Private Wealth, LLC	0	$0	0.00%	−149−100.0%	Sold out
Paragon Wealth Strategies, LLC	0	$0	0.00%	−98−100.0%	Sold out
Anfield Capital Management, LLC	0	$0	0.00%	−40−100.0%	Sold out
Eubel Brady & Suttman Asset Management Inc	0	$0	0.00%	−6−100.0%	Sold out
Litman Gregory Asset Management LLC	0	$0	0.00%	−474−100.0%	Sold out
Pictet Asset Management Ltd	–	–	–	–	Not filed
Badgley Phelps & Bell Inc	–	–	–	–	Not filed
CWM, LLC	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Northstar Investment Advisors LLC	–	–	–	–	Not filed
Pinnacle Wealth Advisors	–	–	–	–	Not filed
Bel Air Investment Advisors LLC	–	–	–	–	Not filed
QS Investors, LLC	–	–	–	–	Not filed
Usca Ria LLC	–	–	–	–	Not filed
Elmwood Wealth Management, Inc.	–	–	–	–	Not filed
ARS Wealth Advisors, LLC	–	–	–	–	Not filed
Castleview Partners, LLC	–	–	–	–	Not filed
Geier Asset Management, Inc.	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Legacy Wealth Partners, Inc.	–	–	–	–	Not filed
Strategic Wealth Management Group, LLC	–	–	–	–	Not filed
GoalVest Advisory LLC	–	–	–	–	Not filed
San Francisco Sentry Investment Group (Ca)	–	–	–	–	Not filed
Vontobel Swiss Wealth Advisors AG	–	–	–	–	Not filed
Glenview State Bank Trust Dept.	–	–	–	–	Not filed
PNC Managed Account Solutions, Inc.	–	–	–	–	Not filed
MACRO Consulting Group	–	–	–	–	Not filed
Treybourne Wealth Planners, Inc.	–	–	–	–	Not filed
20/20 Capital Management, Inc.	–	–	–	–	Not filed
Nachman Norwood & Parrott, Inc	–	–	–	–	Not filed
FormulaFolio Investments, LLC	–	–	–	–	Not filed
Horan Securities, Inc.	–	–	–	–	Not filed