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 |
|---|---|---|---|---|---|
| TIG Advisors, LLC | 33,499 | $9.09M | 0.43% | +28,512+571.7% | Added |
| Highland Capital Management, LLC | 33,156 | $8.99M | 0.55% | −4,782−12.6% | Reduced |
| Raymond James Trust N.A. | 32,839 | $8.91M | 0.30% | +1,386+4.4% | Added |
| General American Investors Co Inc | 32,829 | $8.90M | 0.76% | +32,829 | New |
| Hudson Valley Investment Advisors Inc | 32,794 | $8.89M | 1.53% | +138+0.4% | Added |
| Cypress Capital Group | 32,786 | $8.89M | 1.21% | +272+0.8% | Added |
| ACG Wealth | 32,628 | $8.85M | 1.16% | −171−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 32,322 | $8.77M | 1.19% | −274−0.8% | Reduced |
| Cresset Asset Management, LLC | 32,244 | $8.74M | 0.12% | +3,804+13.4% | Added |
| Kestra Private Wealth Services, LLC | 32,231 | $8.74M | 0.49% | +6,012+22.9% | Added |
| Ashfield Capital Partners, LLC | 31,996 | $8.68M | 0.62% | +893+2.9% | Added |
| Cambridge Financial Group, Inc. | 31,884 | $8.65M | 3.80% | −225−0.7% | Reduced |
| Fiduciary Trust Co | 31,849 | $8.64M | 0.15% | +3,354+11.8% | Added |
| Sepio Capital, LP | 31,770 | $8.62M | 0.72% | +293+0.9% | Added |
| Cozad Asset Management Inc | 31,565 | $8.56M | 1.33% | +2,578+8.9% | Added |
| Orion Portfolio Solutions, LLC | 31,551 | $8.56M | 0.31% | +2,421+8.3% | Added |
| Alerus Financial NA | 31,502 | $8.54M | 0.78% | +28+0.1% | Added |
| St Germain D J Co Inc | 31,392 | $8.51M | 0.52% | −990−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 31,395 | $8.50M | 0.14% | +5,551+21.5% | Added |
| Stratos Wealth Partners, LTD. | 31,316 | $8.49M | 0.22% | +79+0.3% | Added |
| SP Asset Management | 28,496 | $8.41M | 0.88% | 00.0% | Unchanged |
| De Burlo Group Inc | 30,857 | $8.37M | 1.36% | +50+0.2% | Added |
| Webster Bank, N. A. | 30,793 | $8.35M | 0.93% | −711−2.3% | Reduced |
| Hickory Lane Capital Management LP | 30,500 | $8.27M | 6.01% | +30,500 | New |
| Whittier Trust Co of Nevada Inc | 30,443 | $8.26M | 0.34% | +259+0.9% | Added |
| Zweig-DiMenna Associates LLC | 30,400 | $8.24M | 0.58% | +30,400 | New |
| Twin Capital Management Inc | 30,382 | $8.24M | 0.84% | −2,859−8.6% | Reduced |
| Andra AP-fonden | 30,198 | $8.19M | 0.17% | +6,798+29.1% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 30,128 | $8.17M | 1.60% | +3,680+13.9% | Added |
| Karp Capital Management Corp | 30,037 | $8.15M | 1.15% | +2,580+9.4% | Added |
| Vestcor Inc | 29,838 | $8.09M | 0.29% | +14,440+93.8% | Added |
| National Asset Management, Inc. | 29,914 | $8.09M | 0.26% | +2,270+8.2% | Added |
| Swarthmore Group Inc | 32,980 | $8.06M | 2.08% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 32,650 | $8.04M | 4.31% | −300−0.9% | Reduced |
| IndexIQ Advisors LLC | 29,627 | $8.04M | 0.27% | +1,303+4.6% | Added |
| Cigna Investments Inc | 29,607 | $8.03M | 0.60% | +886+3.1% | Added |
| Private Asset Management Inc | 29,590 | $8.03M | 1.09% | +2,166+7.9% | Added |
| Oak Harvest Investment Services | 29,560 | $8.02M | 2.34% | +3,309+12.6% | Added |
| Baker Tilly Wealth Management, LLC | 29,106 | $7.89M | 1.04% | +5,762+24.7% | Added |
| Meeder Asset Management Inc | 28,914 | $7.84M | 0.41% | +669+2.4% | Added |
| Dowling & Yahnke LLC | 28,771 | $7.80M | 0.43% | −917−3.1% | Reduced |
| Prentiss Smith & Co Inc | 28,723 | $7.79M | 3.95% | +82+0.3% | Added |
| Credit Agricole S A | 28,624 | $7.76M | 0.28% | +17,202+150.6% | Added |
| VisionPoint Advisory Group, LLC | 25,217 | $7.75M | 3.46% | +2,616+11.6% | Added |
| Nixon Peabody Trust Co | 28,514 | $7.73M | 2.79% | +205+0.7% | Added |
| Deltec Asset Management LLC | 28,500 | $7.73M | 1.17% | −5,180−15.4% | Reduced |
| Transform Wealth, LLC | 28,420 | $7.71M | 0.88% | +188+0.7% | Added |
| Unio Capital LLC | 28,392 | $7.70M | 3.43% | −1,349−4.5% | Reduced |
| Summit Trail Advisors, LLC | 28,258 | $7.66M | 0.58% | +13,779+95.2% | Added |
| O'Shares Investment Advisers, LLC | 28,131 | $7.63M | 0.56% | +1,095+4.1% | Added |
| Toroso Investments, LLC | 27,882 | $7.56M | 0.28% | +6,326+29.3% | Added |
| Wellington Shields Capital Management, LLC | 27,794 | $7.54M | 1.03% | −67−0.2% | Reduced |
| FWL Investment Management, LLC | 27,757 | $7.53M | 4.74% | +93+0.3% | Added |
| Selective Wealth Management, Inc. | 27,652 | $7.50M | 3.97% | +27,435+12,642.9% | Added |
| Consolidated Investment Group LLC | 27,600 | $7.49M | 1.17% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 27,527 | $7.47M | 0.25% | +1,654+6.4% | Added |
| Knights of Columbus Asset Advisors LLC | 27,520 | $7.46M | 0.67% | +3,243+13.4% | Added |
| Hexavest Inc. | 27,502 | $7.46M | 0.45% | −3,981−12.6% | Reduced |
| Erste Asset Management GmbH | 27,499 | $7.44M | 0.15% | −21,908−44.3% | Reduced |
| Everence Capital Management Inc | 27,247 | $7.39M | 0.61% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,178 | $7.37M | 0.06% | +5,141+23.3% | Added |
| Ethic Inc. | 27,127 | $7.36M | 0.75% | +4,908+22.1% | Added |
| Federation des caisses Desjardins du Quebec | 27,127 | $7.36M | 0.08% | −1,506−5.3% | Reduced |
| Wolverine Asset Management LLC | 26,963 | $7.31M | 0.08% | +26,963 | New |
| Dash Acquisitions Inc. | 26,861 | $7.29M | 3.80% | +3,927+17.1% | Added |
| Elite Wealth Management, Inc. | 26,729 | $7.25M | 3.24% | +666+2.6% | Added |
| Corient Capital Partners, LLC | 26,666 | $7.23M | 0.53% | +6,948+35.2% | Added |
| Ziegler Capital Management, LLC | 26,489 | $7.21M | 0.26% | +22,910+640.1% | Added |
| Breakline Capital LLC | 26,568 | $7.21M | 5.92% | +26,568 | New |
| Arrow Financial Corp | 26,533 | $7.20M | 0.93% | +58+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 26,436 | $7.17M | 0.54% | +20,663+357.9% | Added |
| Alberta Investment Management Corp | 26,400 | $7.16M | 0.06% | +26,400 | New |
| IBM Retirement Fund | 26,323 | $7.14M | 0.56% | +1,354+5.4% | Added |
| Nelson Capital Management, LLC | 26,123 | $7.08M | 1.41% | −114−0.4% | Reduced |
| Verition Fund Management LLC | 25,986 | $7.05M | 0.11% | −25,305−49.3% | Reduced |
| Peloton Wealth Strategists | 25,780 | $6.99M | 2.86% | −200−0.8% | Reduced |
| Garde Capital, Inc. | 25,755 | $6.99M | 0.72% | −948−3.6% | Reduced |
| Independent Financial Group, LLC | 25,672 | $6.96M | 0.71% | −1,595−5.8% | Reduced |
| FRG Family Wealth Advisors LLC | 25,614 | $6.95M | 1.36% | +1,615+6.7% | Added |
| Liontrust Investment Partners LLP | 25,400 | $6.89M | 0.10% | +25,400 | New |
| Valeo Financial Advisors, LLC | 71,565 | $6.86M | 0.40% | +2,020+2.9% | Added |
| Surevest, LLC | 25,237 | $6.84M | 1.73% | +761+3.1% | Added |
| Advisor Partners LLC | 25,230 | $6.84M | 0.46% | −171−0.7% | Reduced |
| Brighton Jones LLC | 25,138 | $6.82M | 0.35% | +2,592+11.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,031 | $6.79M | 0.72% | +930+3.9% | Added |
| Sitrin Capital Management LLC | 25,011 | $6.78M | 3.25% | +50.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.78M | 2.87% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 25,003 | $6.78M | 0.53% | +455+1.9% | Added |
| Belpointe Asset Management LLC | 24,681 | $6.70M | 0.46% | +2,520+11.4% | Added |
| Advisors Asset Management, Inc. | 24,480 | $6.64M | 0.10% | −7,260−22.9% | Reduced |
| Peapack Gladstone Financial Corp | 24,311 | $6.59M | 0.14% | −473−1.9% | Reduced |
| RPG Investment Advisory, LLC | 24,139 | $6.55M | 1.08% | −6,498−21.2% | Reduced |
| Harbour Capital Advisors, LLC | 24,133 | $6.54M | 1.72% | +468+2.0% | Added |
| Fragasso Group Inc. | 24,089 | $6.53M | 0.86% | +3,871+19.1% | Added |
| Pinnacle Financial Partners Inc | 23,992 | $6.51M | 0.23% | +1,943+8.8% | Added |
| WoodTrust Financial Corp | 23,978 | $6.50M | 1.53% | +3,103+14.9% | Added |
| Pathstone Family Office, LLC | 23,942 | $6.50M | 0.19% | +3,292+15.9% | Added |
| Blue Zone Wealth Advisors, LLC | 23,883 | $6.48M | 2.25% | +2,442+11.4% | Added |
| GAM Holding AG | 23,769 | $6.45M | 0.30% | −138−0.6% | Reduced |
| Prospera Financial Services Inc | 23,757 | $6.44M | 0.32% | −5,830−19.7% | Reduced |