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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Milestone Resources Group Ltd | 326,416 | $88.5M | 4.01% | +18,722+6.1% | Added |
| Corvex Management LP | 325,144 | $88.2M | 3.87% | +9,144+2.9% | Added |
| Parallax Volatility Advisers, L.P. | 320,444 | $86.9M | 0.93% | −235,126−42.3% | Reduced |
| Nellore Capital Management LLC | 316,162 | $85.7M | 20.75% | +68,776+27.8% | Added |
| Teacher Retirement System of Texas | 305,316 | $82.8M | 0.45% | +90,936+42.4% | Added |
| Ardevora Asset Management LLP | 301,665 | $81.8M | 1.04% | −5,200−1.7% | Reduced |
| RV Capital GmbH | 297,308 | $80.6M | 23.43% | +77,795+35.4% | Added |
| Pictet & Cie (Europe) SA | 296,227 | $80.3M | 2.98% | +69,414+30.6% | Added |
| Putnam Investments LLC | 295,179 | $80.1M | 0.12% | +217,711+281.0% | Added |
| EULAV Asset Management | 291,035 | $78.9M | 2.08% | −4,002−1.4% | Reduced |
| M&G Investment Management Ltd | 291,222 | $78.9M | 0.38% | +65,957+29.3% | Added |
| Victory Capital Management Inc | 286,439 | $77.7M | 0.08% | +17,289+6.4% | Added |
| STRS Ohio | 283,824 | $77.0M | 0.29% | −11,239−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 282,621 | $76.7M | 0.71% | +15,750+5.9% | Added |
| Kovitz Investment Group Partners, LLC | 281,100 | $76.2M | 1.52% | +667+0.2% | Added |
| Motley Fool Wealth Management, LLC | 278,123 | $75.4M | 3.28% | −8,181−2.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 276,501 | $75.0M | 0.41% | +32,328+13.2% | Added |
| Alta Park Capital, LP | 275,800 | $74.8M | 5.86% | +109,300+65.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 275,135 | $74.6M | 3.78% | +35,732+14.9% | Added |
| Rockefeller Capital Management L.P. | 274,534 | $74.5M | 0.39% | +33,435+13.9% | Added |
| AMP Capital Investors Ltd | 272,075 | $73.8M | 0.41% | −15,521−5.4% | Reduced |
| Arizona State Retirement System | 270,922 | $73.5M | 0.60% | +13,795+5.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 270,866 | $73.5M | 0.68% | +8,069+3.1% | Added |
| Advisor Group Holdings, Inc. | 269,000 | $73.0M | 0.15% | +27,603+11.4% | Added |
| FDx Advisors, Inc. | 265,200 | $71.9M | 2.29% | +16,521+6.6% | Added |
| Bartlett & Co. LLC | 264,604 | $71.8M | 1.37% | +2,740+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 264,604 | $71.8M | 1.37% | +2,740+1.0% | Added |
| Inverness Counsel LLC | 263,158 | $71.4M | 2.62% | +86,964+49.4% | Added |
| Employees Provident Fund Board | 261,768 | $71.0M | 1.17% | −71,260−21.4% | Reduced |
| Tesco Pension Investment Ltd | 259,807 | $70.5M | 1.29% | −14,812−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 259,668 | $70.4M | 0.38% | +8,821+3.5% | Added |
| Rheos Capital Works Inc. | 259,300 | $70.3M | 3.62% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 259,076 | $70.3M | 0.18% | +21,104+8.9% | Added |
| Prio Wealth Limited Partnership | 259,029 | $70.3M | 2.37% | −4,693−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 254,211 | $68.9M | 1.49% | +37,236+17.2% | Added |
| Northwestern Mutual Wealth Management Co | 252,546 | $68.5M | 0.13% | +23,093+10.1% | Added |
| Greenlea Lane Capital Management, LLC | 249,997 | $67.8M | 22.16% | +25,529+11.4% | Added |
| Amalgamated Bank | 249,711 | $67.7M | 0.57% | +2,219+0.9% | Added |
| Marshall Wace North America L.P. | 248,895 | $67.5M | 0.29% | −630,076−71.7% | Reduced |
| Oppenheimer Asset Management Inc. | 245,902 | $66.7M | 0.95% | +3,163+1.3% | Added |
| Daiwa Securities Group Inc. | 119,560 | $66.7M | 0.44% | +27,223+29.5% | Added |
| Primecap Management Co | 245,900 | $66.7M | 0.05% | +115,900+89.2% | Added |
| CIBC World Markets Corp | 245,014 | $66.5M | 0.45% | −81,458−25.0% | Reduced |
| Gateway Investment Advisers LLC | 244,544 | $66.3M | 0.69% | −980.0% | Reduced |
| Janney Montgomery Scott LLC | 241,931 | $65.6M | 0.28% | +23,958+11.0% | Added |
| Tran Capital Management, L.P. | 241,910 | $65.6M | 5.49% | −3,172−1.3% | Reduced |
| Rokos Capital Management LLP | 239,895 | $65.3M | 9.84% | +239,895 | New |
| Henshaw Capital LLC | 240,400 | $65.2M | 4.08% | 00.0% | Unchanged |
| Newbrook Capital Advisors LP | 239,414 | $64.9M | 4.73% | +239,414 | New |
| Nan Shan Life Insurance Co., Ltd. | 239,184 | $64.9M | 1.08% | +76,110+46.7% | Added |
| Cooper Investors Pty Ltd | 237,164 | $64.3M | 4.26% | +14,136+6.3% | Added |
| USS Investment Management Ltd | 233,262 | $63.3M | 0.55% | +155,195+198.8% | Added |
| ING Groep NV | 230,442 | $62.5M | 0.80% | +137,265+147.3% | Added |
| Susquehanna International Group, LLP | 230,351 | $62.5M | 0.08% | −450,444−66.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 229,134 | $62.1M | 1.36% | +222,328+3,266.6% | Added |
| Guggenheim Capital LLC | 227,474 | $61.7M | 0.37% | −7,436−3.2% | Reduced |
| Light Street Capital Management, LLC | 225,220 | $61.1M | 3.06% | +48,170+27.2% | Added |
| Brown Advisory Inc | 221,852 | $60.2M | 0.09% | −4,432−2.0% | Reduced |
| Banco Santander, S.A. | 219,798 | $59.6M | 0.32% | −14,847−6.3% | Reduced |
| MetLife Investment Management | 219,431 | $59.5M | 0.53% | +4,742+2.2% | Added |
| Forsta Ap-Fonden | 216,147 | $58.6M | 0.66% | +27,947+14.8% | Added |
| Locust Wood Capital Advisers, LLC | 215,702 | $58.5M | 3.71% | +1,239+0.6% | Added |
| Hitchwood Capital Management LP | 215,000 | $58.3M | 2.04% | +215,000 | New |
| Chicago Capital, LLC | 214,906 | $58.3M | 2.21% | −1,504−0.7% | Reduced |
| Valiant Capital Management, L.P. | 214,300 | $58.1M | 6.19% | −63,400−22.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 210,878 | $57.2M | 1.16% | +2,245+1.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 210,528 | $57.1M | 4.30% | +60,528+40.4% | Added |
| Gofen & Glossberg LLC | 208,001 | $56.4M | 1.32% | +1,645+0.8% | Added |
| Windward Capital Management Co | 206,505 | $56.0M | 5.19% | −980−0.5% | Reduced |
| AO Asset Management, LP | 205,800 | $55.8M | 4.11% | +58,700+39.9% | Added |
| NZS Capital, LLC | 205,543 | $55.7M | 5.50% | +7,704+3.9% | Added |
| Candlestick Capital Management LP | 203,204 | $55.1M | 1.46% | +178,392+719.0% | Added |
| Ami Asset Management Corp | 201,173 | $54.6M | 2.73% | +34,615+20.8% | Added |
| Nisa Investment Advisors, LLC | 201,090 | $54.5M | 0.33% | +1,300+0.7% | Added |
| La Financiere de L'Echiquier | 200,676 | $54.4M | 1.82% | +200,676 | New |
| Gulf International Bank (UK) Ltd | 198,164 | $53.7M | 0.69% | +13,239+7.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 196,195 | $53.2M | 2.95% | +2,326+1.2% | Added |
| Rafferty Asset Management, LLC | 195,256 | $53.0M | 0.36% | +36,876+23.3% | Added |
| Harbor Spring Capital, LLC | 195,000 | $52.9M | 7.17% | 00.0% | Unchanged |
| Crosslink Capital Inc | 194,916 | $52.9M | 9.54% | +35,480+22.3% | Added |
| CIBC World Markets Inc. | 193,727 | $52.5M | 0.19% | +36,889+23.5% | Added |
| Mogy Joel R Investment Counsel Inc | 193,184 | $52.4M | 4.29% | +1,445+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 193,009 | $52.3M | 0.27% | −142,175−42.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 190,464 | $51.7M | 0.59% | +129,286+211.3% | Added |
| Factory Mutual Insurance Co | 190,100 | $51.6M | 0.64% | +190,100 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 188,443 | $51.1M | 0.13% | +6,373+3.5% | Added |
| Employees Retirement System of Texas | 187,700 | $50.9M | 0.59% | +129,000+219.8% | Added |
| Melqart Asset Management (UK) Ltd | 187,604 | $50.9M | 2.58% | +187,604 | New |
| WestEnd Advisors, LLC | – | $50.6M | 1.52% | – | – |
| Tocqueville Asset Management L.P. | 186,583 | $50.6M | 0.75% | +37,451+25.1% | Added |
| Scotia Capital Inc. | 184,960 | $50.2M | 0.37% | +8,504+4.8% | Added |
| MIG Capital, LLC | 183,484 | $49.8M | 4.78% | −5,162−2.7% | Reduced |
| Nicholas Company, Inc. | 182,075 | $49.4M | 0.87% | +150.0% | Added |
| Kayak Investment Partners LLC | 180,317 | $48.9M | 6.92% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 179,670 | $48.7M | 0.29% | +9,815+5.8% | Added |
| RMB Capital Management, LLC | 178,860 | $48.5M | 1.59% | +3,225+1.8% | Added |
| Walleye Trading LLC | 178,525 | $48.4M | 1.14% | −112,014−38.6% | Reduced |
| Petrus Trust Company, LTA | 177,731 | $48.2M | 5.34% | +431+0.2% | Added |
| Vontobel Holding Ltd. | 175,738 | $47.7M | 0.42% | +23,688+15.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 172,000 | $46.6M | 0.23% | +12,873+8.1% | Added |