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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 50,198 | $13.6M | 0.59% | +13,769+37.8% | Added |
| Quantitative Investment Management, LLC | 50,147 | $13.6M | 1.23% | −15,661−23.8% | Reduced |
| Chesley Taft & Associates LLC | 49,838 | $13.5M | 0.77% | +150+0.3% | Added |
| BBR Partners, LLC | 49,538 | $13.4M | 1.11% | +49,538 | New |
| Stillwater Capital Advisors, LLC | 49,525 | $13.4M | 2.21% | +855+1.8% | Added |
| Oxbow Advisors, LLC | 49,004 | $13.3M | 1.35% | +49,004 | New |
| Covington Investment Advisors Inc. | 48,863 | $13.3M | 2.85% | −40−0.1% | Reduced |
| BIT Capital GmbH | 48,768 | $13.2M | 0.77% | +48,768 | New |
| Sandy Spring Bank | 48,759 | $13.2M | 0.70% | +556+1.2% | Added |
| Quilter Plc | 48,600 | $13.2M | 0.37% | −2,150−4.2% | Reduced |
| Northstar Asset Management Inc | 48,569 | $13.2M | 3.48% | +2,227+4.8% | Added |
| Commerce Bank | 48,283 | $13.1M | 0.09% | +8,170+20.4% | Added |
| Gifford Fong Associates | 47,621 | $12.9M | 2.51% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 47,480 | $12.9M | 0.26% | +5,429+12.9% | Added |
| Calamos Wealth Management LLC | 47,367 | $12.8M | 1.04% | +15,478+48.5% | Added |
| Shufro Rose & Co LLC | 47,347 | $12.8M | 1.01% | +329+0.7% | Added |
| Achmea Investment Management B.V. | 47,309 | $12.8M | 0.39% | −729−1.5% | Reduced |
| Thames Capital Management LLC | 46,499 | $12.6M | 2.75% | +46,499 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 46,451 | $12.6M | 0.49% | +1,095+2.4% | Added |
| Trybe Capital Management LP | 46,384 | $12.6M | 7.16% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 46,249 | $12.5M | 3.72% | +362+0.8% | Added |
| Buckingham Capital Management, Inc. | 46,229 | $12.5M | 2.05% | +744+1.6% | Added |
| Kemnay Advisory Services Inc. | 45,037 | $12.2M | 1.60% | +2,734+6.5% | Added |
| Point72 Hong Kong Ltd | 45,000 | $12.2M | 0.94% | +12,457+38.3% | Added |
| Johnson Investment Counsel Inc | 44,835 | $12.2M | 0.16% | +517+1.2% | Added |
| AE Wealth Management LLC | 44,586 | $12.1M | 0.10% | +10,471+30.7% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 44,249 | $12.0M | 2.82% | +44,249 | New |
| E. Ohman J:or Asset Management AB | 43,750 | $11.9M | 0.37% | +4,300+10.9% | Added |
| Edge Wealth Management LLC | 43,158 | $11.7M | 2.28% | +3,172+7.9% | Added |
| First National Trust Co | 43,144 | $11.7M | 0.70% | +1,276+3.0% | Added |
| Stanley-Laman Group, Ltd. | 43,042 | $11.7M | 1.52% | +31,667+278.4% | Added |
| Keybank National Association | 43,014 | $11.7M | 0.05% | +2,060+5.0% | Added |
| Maytus Capital Management, LLC | 43,000 | $11.7M | 3.99% | −12,000−21.8% | Reduced |
| Allen Investment Management LLC | 42,932 | $11.6M | 0.16% | +2,606+6.5% | Added |
| CFM Wealth Partners LLC | 42,844 | $11.6M | 2.92% | +811+1.9% | Added |
| Covington Capital Management | 42,624 | $11.6M | 0.44% | +274+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 42,608 | $11.6M | 1.02% | +2,968+7.5% | Added |
| Moreno Evelyn V | 42,397 | $11.5M | 2.71% | −400−0.9% | Reduced |
| Cornerstone Advisors, LLC | 42,000 | $11.4M | 0.66% | 00.0% | Unchanged |
| Akaris Global Partners, LP | 41,862 | $11.4M | 12.65% | −3,356−7.4% | Reduced |
| Alyeska Investment Group, L.P. | 41,428 | $11.2M | 0.14% | −536−1.3% | Reduced |
| Moors & Cabot, Inc. | 41,331 | $11.2M | 0.71% | +2,198+5.6% | Added |
| Rothschild Investment Corp | 41,281 | $11.2M | 0.94% | +55+0.1% | Added |
| Acadian Asset Management LLC | 41,221 | $11.2M | 0.04% | −58,716−58.8% | Reduced |
| KCM Investment Advisors LLC | 41,009 | $11.1M | 0.44% | +189+0.5% | Added |
| Bank of the West | 40,957 | $11.1M | 1.16% | +189+0.5% | Added |
| Azimuth Capital Management LLC | 40,911 | $11.1M | 0.48% | +1,300+3.3% | Added |
| Kinneret Advisory, LLC | 40,882 | $11.1M | 1.30% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 40,794 | $11.1M | 0.28% | −63,379−60.8% | Reduced |
| Sigma Planning Corp | 40,554 | $11.0M | 0.33% | +5,061+14.3% | Added |
| Oak Ridge Investments LLC | 40,124 | $10.9M | 0.96% | −904−2.2% | Reduced |
| Alight Capital Management LP | 40,000 | $10.8M | 3.99% | 00.0% | Unchanged |
| Armistice Capital, LLC | 40,000 | $10.8M | 0.27% | +40,000 | New |
| Evercore Wealth Management, LLC | 39,859 | $10.8M | 0.20% | −1,056−2.6% | Reduced |
| Alexandria Capital, LLC | 39,768 | $10.8M | 1.00% | +430+1.1% | Added |
| Independent Advisor Alliance | 39,748 | $10.8M | 0.60% | +2,451+6.6% | Added |
| Spire Wealth Management | 39,299 | $10.7M | 0.28% | +1,941+5.2% | Added |
| Alpha Cubed Investments, LLC | 39,613 | $10.7M | 0.81% | +7,768+24.4% | Added |
| Sand Hill Global Advisors, LLC | 39,468 | $10.7M | 0.65% | −732−1.8% | Reduced |
| Banque Cantonale Vaudoise | 39,429 | $10.7M | 0.46% | −3,496−8.1% | Reduced |
| DuPont Capital Management Corp | 39,311 | $10.7M | 0.34% | −14,832−27.4% | Reduced |
| Parallel Advisors, LLC | 39,102 | $10.6M | 0.43% | +4,794+14.0% | Added |
| Xcel Wealth Management, LLC | 39,030 | $10.6M | 3.07% | +446+1.2% | Added |
| Parsons Capital Management Inc | 38,968 | $10.6M | 0.83% | +741+1.9% | Added |
| Wedbush Securities Inc | 38,855 | $10.5M | 0.50% | +741+1.9% | Added |
| Gardner Lewis Asset Management L P | 38,823 | $10.5M | 1.63% | +3,710+10.6% | Added |
| NFJ Investment Group, LLC | 38,539 | $10.5M | 0.20% | +37,281+2,963.5% | Added |
| Picton Mahoney Asset Management | 38,500 | $10.4M | 0.40% | +38,500 | New |
| Central Trust Co | 38,168 | $10.4M | 0.37% | −6,910−15.3% | Reduced |
| Advisory Services Network, LLC | 38,073 | $10.3M | 0.33% | +8,833+30.2% | Added |
| Polaris Wealth Advisory Group, LLC | 37,551 | $10.3M | 0.62% | +32,860+700.5% | Added |
| Perigon Wealth Management, LLC | 37,857 | $10.3M | 0.89% | +955+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 37,579 | $10.2M | 0.25% | +4,456+13.5% | Added |
| Crossvault Capital Management LLC | 37,131 | $10.1M | 3.17% | −235−0.6% | Reduced |
| Autus Asset Management, LLC | 36,930 | $10.0M | 1.10% | +673+1.9% | Added |
| Motco | 36,627 | $9.93M | 0.65% | +1,172+3.3% | Added |
| Grassi Investment Management | 36,496 | $9.90M | 1.11% | +425+1.2% | Added |
| Marco Investment Management LLC | 36,489 | $9.90M | 1.09% | −881−2.4% | Reduced |
| BBVA USA | 36,405 | $9.87M | 0.58% | −1,159−3.1% | Reduced |
| Cohen Klingenstein LLC | 36,359 | $9.86M | 0.43% | −3,354−8.4% | Reduced |
| Ally Financial Inc. | 36,000 | $9.76M | 0.95% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 35,966 | $9.76M | 0.30% | +4,704+15.0% | Added |
| Cetera Investment Advisers | 35,880 | $9.73M | 0.15% | +2,401+7.2% | Added |
| Novare Capital Management LLC | 35,809 | $9.71M | 1.08% | +571+1.6% | Added |
| Bank Hapoalim BM | 35,737 | $9.69M | 1.01% | +1,938+5.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 35,560 | $9.64M | 0.50% | +1,270+3.7% | Added |
| TPI Fund Managers Ltd | 35,381 | $9.60M | 1.30% | +215+0.6% | Added |
| Means Investment Co., Inc. | 35,034 | $9.50M | 1.88% | +1,520+4.5% | Added |
| L & S Advisors Inc | 34,993 | $9.49M | 1.02% | +28,236+417.9% | Added |
| Exchange Capital Management, Inc. | 34,946 | $9.48M | 1.84% | −141−0.4% | Reduced |
| Capitolis Advisors LLC | 32,292 | $9.42M | 0.09% | +31,212+2,890.0% | Added |
| Seven Post Investment Office LP | 34,629 | $9.39M | 2.93% | +34,629 | New |
| Foster Victor Wealth Advisors, LLC | 34,580 | $9.38M | 1.50% | +2,181+6.7% | Added |
| Scholtz & Company, LLC | 34,536 | $9.37M | 3.31% | +491+1.4% | Added |
| Boston Common Asset Management, LLC | 34,398 | $9.33M | 0.40% | +420+1.2% | Added |
| Fiduciary Group LLC | 31,387 | $9.26M | 1.05% | +515+1.7% | Added |
| Aptus Capital Advisors, LLC | 34,110 | $9.25M | 0.37% | +25,642+302.8% | Added |
| Permanens Capital L.P. | 34,076 | $9.24M | 1.68% | −93−0.3% | Reduced |
| Trust Co of Vermont | 33,961 | $9.21M | 0.65% | +1,244+3.8% | Added |
| Prime Capital Investment Advisors, LLC | 33,823 | $9.17M | 0.57% | +20,575+155.3% | Added |