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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 87,909 | $23.8M | 0.29% | +8,268+10.4% | Added |
| Global Endowment Management, LP | 86,403 | $23.4M | 1.54% | +19,973+30.1% | Added |
| Moore Capital Management, LP | 85,431 | $23.2M | 0.47% | +62,321+269.7% | Added |
| Front Barnett Associates LLC | 85,425 | $23.2M | 2.38% | −878−1.0% | Reduced |
| Franklin Street Advisors Inc | 85,257 | $23.1M | 1.96% | +10,038+13.3% | Added |
| Shell Asset Management Co | 84,879 | $23.0M | 0.52% | +26,742+46.0% | Added |
| Securian Asset Management, Inc | 84,247 | $22.8M | 0.47% | +3,112+3.8% | Added |
| Private Advisor Group, LLC | 83,303 | $22.6M | 0.14% | +33,441+67.1% | Added |
| Bridges Investment Management Inc | 83,211 | $22.6M | 0.71% | −2,275−2.7% | Reduced |
| Doyle Wealth Management | 82,724 | $22.4M | 1.78% | +1,350+1.7% | Added |
| Cetera Advisors LLC | 82,207 | $22.3M | 0.43% | +7,253+9.7% | Added |
| Bradley Foster & Sargent Inc | 81,350 | $22.1M | 0.52% | +3,578+4.6% | Added |
| MML Investors Services, LLC | 80,210 | $21.8M | 0.17% | +9,554+13.5% | Added |
| Paragon Capital Management Ltd | 79,796 | $21.6M | 3.72% | +79,796 | New |
| Qube Research & Technologies Ltd | 79,375 | $21.5M | 0.27% | −113,896−58.9% | Reduced |
| Kestra Advisory Services, LLC | 78,994 | $21.4M | 0.21% | +12,364+18.6% | Added |
| Oregon Public Employees Retirement Fund | 78,350 | $21.3M | 0.24% | +1,239+1.6% | Added |
| Chilton Capital Management LLC | 78,024 | $21.2M | 1.20% | +2,134+2.8% | Added |
| Cortland Associates Inc | 77,975 | $21.1M | 2.33% | +979+1.3% | Added |
| Harvest Fund Management Co., Ltd | 77,673 | $21.1M | 4.76% | +1,055+1.4% | Added |
| Bridgecreek Investment Management, LLC | 77,564 | $21.0M | 3.01% | +40+0.1% | Added |
| Caxton Associates LP | 77,218 | $20.9M | 2.95% | +77,218 | New |
| Orbis Allan Gray Ltd | 75,468 | $20.5M | 0.14% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 87,000 | $20.4M | 2.43% | 00.0% | Unchanged |
| Cullinan Associates Inc | 74,264 | $20.1M | 1.11% | −5,776−7.2% | Reduced |
| Whittier Trust Co | 74,059 | $20.1M | 0.37% | +2,074+2.9% | Added |
| Cornerstone Capital, Inc. | 73,894 | $20.0M | 2.31% | +970+1.3% | Added |
| South Street Advisors LLC | 73,688 | $20.0M | 3.81% | −1,589−2.1% | Reduced |
| Oribel Capital Management, LP | 73,300 | $19.9M | 2.45% | −4,100−5.3% | Reduced |
| Cinctive Capital Management LP | 73,107 | $19.8M | 1.08% | −713−1.0% | Reduced |
| Spearhead Capital Advisors, LLC | 72,960 | $19.8M | 2.64% | +3,303+4.7% | Added |
| Jefferies Group LLC | 72,850 | $19.8M | 0.47% | −32,111−30.6% | Reduced |
| Oak Associates, Ltd | 72,171 | $19.6M | 1.11% | 00.0% | Unchanged |
| Huntington National Bank | 71,958 | $19.5M | 0.19% | +2,950+4.3% | Added |
| Cerity Partners LLC | 71,828 | $19.5M | 0.43% | +1,739+2.5% | Added |
| SG Americas Securities, LLC | 71,375 | $19.4M | 0.11% | −70,231−49.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 70,745 | $19.2M | 0.79% | −2,476−3.4% | Reduced |
| Maryland State Retirement & Pension System | 70,463 | $19.2M | 0.54% | +2,948+4.4% | Added |
| Ferguson Wellman Capital Management, Inc | 70,589 | $19.1M | 0.62% | +70,589 | New |
| Edmond de Rothschild Holding S.A. | 69,268 | $18.8M | 0.43% | +2,755+4.1% | Added |
| Moody National Bank Trust Division | 67,811 | $18.4M | 0.27% | −69−0.1% | Reduced |
| MIK Capital, LP | 67,661 | $18.4M | 7.44% | +45,386+203.8% | Added |
| Elo Mutual Pension Insurance Co | 67,655 | $18.3M | 0.59% | +3,732+5.8% | Added |
| KCL Capital, L.P. | 67,500 | $18.3M | 2.76% | +67,500 | New |
| Leonteq Securities AG | 67,426 | $18.3M | 0.98% | +24,796+58.2% | Added |
| Bokf, NA | 66,889 | $18.1M | 0.31% | +66,889 | New |
| Twin Tree Management, LP | 66,811 | $18.1M | 0.54% | −8,990−11.9% | Reduced |
| Equitable Trust Co | 66,711 | $18.1M | 1.16% | +2,284+3.5% | Added |
| Atria Investments LLC | 66,490 | $18.0M | 0.33% | +7,841+13.4% | Added |
| Beacon Pointe Advisors, LLC | 66,227 | $18.0M | 0.44% | +37,124+127.6% | Added |
| Davidson Investment Advisors | 65,719 | $17.8M | 1.39% | +2,317+3.7% | Added |
| Fulton Breakefield Broenniman LLC | 65,583 | $17.8M | 1.52% | −43−0.1% | Reduced |
| Synovus Financial Corp | 65,518 | $17.8M | 0.19% | +15,482+30.9% | Added |
| Thomasville National Bank | 65,282 | $17.7M | 1.84% | +801+1.2% | Added |
| Kettle Hill Capital Management, LLC | 65,189 | $17.7M | 3.30% | −12,551−16.1% | Reduced |
| Cetera Advisor Networks LLC | 65,013 | $17.6M | 0.24% | +10,550+19.4% | Added |
| Boston Family Office LLC | 65,002 | $17.6M | 1.28% | +819+1.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 63,521 | $17.2M | 4.26% | +3,030+5.0% | Added |
| Freestone Capital Holdings, LLC | 63,413 | $17.2M | 0.86% | +10,851+20.6% | Added |
| Lido Advisors, LLC | 63,247 | $17.2M | 0.38% | +11,577+22.4% | Added |
| New Mexico Educational Retirement Board | 63,186 | $17.1M | 0.60% | +2,000+3.3% | Added |
| American National Insurance Co | 63,104 | $17.1M | 0.64% | −55−0.1% | Reduced |
| Washington Trust Co | 62,830 | $17.0M | 0.48% | +140.0% | Added |
| Hancock Whitney Corp | 62,748 | $17.0M | 0.59% | +539+0.9% | Added |
| Congress Asset Management Co | 62,666 | $17.0M | 0.13% | +12,591+25.1% | Added |
| Roosevelt Investment Group LLC | 62,044 | $16.8M | 1.04% | +19,274+45.1% | Added |
| HRT Financial LP | 61,274 | $16.6M | 0.10% | −137,304−69.1% | Reduced |
| Old National Bancorp | 60,792 | $16.5M | 0.62% | −200−0.3% | Reduced |
| Two Sigma Investments, LP | 60,607 | $16.4M | 0.04% | −285,323−82.5% | Reduced |
| Crossmark Global Holdings, Inc. | 60,608 | $16.4M | 0.39% | +4,240+7.5% | Added |
| Eagle Global Advisors LLC | 60,588 | $16.4M | 1.08% | +654+1.1% | Added |
| Louisiana State Employees Retirement System | 60,500 | $16.4M | 0.40% | +2,800+4.9% | Added |
| IMC-Chicago, LLC | 60,435 | $16.4M | 1.34% | +36,649+154.1% | Added |
| Lyell Wealth Management, LP | 59,918 | $16.3M | 1.98% | +1,380+2.4% | Added |
| Jones Financial Companies LLLP | 59,203 | $16.1M | 0.02% | +1,269+2.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 59,077 | $16.0M | 3.67% | −594−1.0% | Reduced |
| Sit Investment Associates Inc | 58,462 | $15.9M | 0.41% | +2,085+3.7% | Added |
| Oppenheimer & Co Inc | 58,455 | $15.9M | 0.30% | −4,831−7.6% | Reduced |
| Profund Advisors LLC | 57,788 | $15.7M | 0.53% | +1,689+3.0% | Added |
| Spark Investment Management LLC | 56,800 | $15.4M | 8.92% | −4,400−7.2% | Reduced |
| Roffman Miller Associates Inc | 56,476 | $15.3M | 1.14% | +5,379+10.5% | Added |
| Kentucky Retirement Systems | 56,003 | $15.2M | 0.71% | +2,081+3.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 55,736 | $15.1M | 2.55% | +30,000+116.6% | Added |
| Wealthfront Advisers LLC | 55,627 | $15.1M | 0.07% | +12,345+28.5% | Added |
| Crawford Lake Capital Management, LLC | 54,767 | $14.9M | 9.56% | +54,767 | New |
| Philadelphia Trust Co | 54,718 | $14.8M | 1.09% | +40,133+275.2% | Added |
| First Horizon Advisors, Inc. | 54,537 | $14.8M | 0.48% | +51,106+1,489.5% | Added |
| Coronation Fund Managers Ltd. | 54,324 | $14.7M | 0.56% | −2,770−4.9% | Reduced |
| Jasper Ridge Partners, L.P. | 53,905 | $14.6M | 0.65% | +1,196+2.3% | Added |
| Mercer Global Advisors Inc | 53,885 | $14.6M | 0.10% | +7,058+15.1% | Added |
| Skye Global Management LP | 53,500 | $14.5M | 0.24% | −193,500−78.3% | Reduced |
| Adell Harriman & Carpenter Inc | 53,100 | $14.4M | 1.50% | −550−1.0% | Reduced |
| Quest Investment Management LLC | 52,574 | $14.3M | 1.31% | −6,584−11.1% | Reduced |
| Psagot Investment House Ltd. | 52,237 | $14.2M | 2.44% | +1,018+2.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 52,237 | $14.2M | 2.44% | +52,237 | New |
| Pacer Advisors, Inc. | 52,090 | $14.1M | 0.18% | +4,161+8.7% | Added |
| First Sabrepoint Capital Management LP | 50,000 | $13.8M | 4.08% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 50,601 | $13.7M | 0.52% | −12,370−19.6% | Reduced |
| Tairen Capital Ltd | 50,585 | $13.7M | 3.44% | +50,585 | New |
| Neville Rodie & Shaw Inc | 50,284 | $13.6M | 1.06% | +203+0.4% | Added |