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 |
|---|---|---|---|---|---|
| Shikiar Asset Management Inc | 23,730 | $6.44M | 1.81% | +2,233+10.4% | Added |
| Executive Wealth Management, LLC | 23,714 | $6.43M | 0.71% | −702−2.9% | Reduced |
| RNC Capital Management LLC | 23,481 | $6.37M | 0.34% | +1,178+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 23,439 | $6.36M | 1.57% | +1,178+5.3% | Added |
| Redpoint Investment Management Pty Ltd | 23,313 | $6.32M | 0.54% | −135−0.6% | Reduced |
| Martingale Asset Management L P | 23,270 | $6.31M | 0.08% | +18,615+399.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,240 | $6.30M | 1.09% | −13,439−36.6% | Reduced |
| Annex Advisory Services, LLC | 23,215 | $6.30M | 0.52% | −265−1.1% | Reduced |
| D.A. Davidson & Co. | 23,214 | $6.30M | 0.07% | +985+4.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,211 | $6.29M | 0.32% | +562+2.5% | Added |
| Motley Fool Asset Management LLC | 23,150 | $6.28M | 0.41% | +229+1.0% | Added |
| Aj Wealth Strategies, LLC | 23,057 | $6.25M | 0.34% | −3,113−11.9% | Reduced |
| Meyer Handelman Co | 23,062 | $6.25M | 0.26% | +1,650+7.7% | Added |
| Pallas Capital Advisors LLC | 20,619 | $6.25M | 0.69% | +4,547+28.3% | Added |
| Siemens Fonds Invest GmbH | 22,958 | $6.23M | 0.42% | +1,638+7.7% | Added |
| Van Strum & Towne Inc. | 22,884 | $6.21M | 2.45% | +7,852+52.2% | Added |
| ExodusPoint Capital Management, LP | 22,766 | $6.17M | 0.09% | −116,057−83.6% | Reduced |
| Caldwell Trust Co | 22,751 | $6.17M | 0.78% | +1,269+5.9% | Added |
| YorkBridge Wealth Partners, LLC | 22,722 | $6.16M | 1.55% | +993+4.6% | Added |
| Northwest & Ethical Investments L.P. | 22,581 | $6.12M | 0.20% | +11,528+104.3% | Added |
| Salem Investment Counselors Inc | 22,555 | $6.12M | 0.33% | +1,140+5.3% | Added |
| Wetherby Asset Management Inc | 22,524 | $6.11M | 0.38% | +551+2.5% | Added |
| Strategic Wealth Advisors Group, LLC | 22,595 | $6.09M | 0.30% | −17−0.1% | Reduced |
| Trust Co of Kansas | 22,385 | $6.07M | 3.47% | +54+0.2% | Added |
| FORA Capital, LLC | 22,380 | $6.07M | 1.53% | −679−2.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,284 | $6.04M | 0.97% | +650+3.0% | Added |
| Steel Peak Wealth Management LLC | 22,176 | $6.01M | 0.41% | +676+3.1% | Added |
| Meridian Management Co | 22,121 | $6.00M | 1.84% | −53−0.2% | Reduced |
| Strategic Advisors LLC | 22,109 | $6.00M | 1.29% | +7,335+49.6% | Added |
| RB Capital Management, LLC | 21,970 | $5.96M | 2.24% | +241+1.1% | Added |
| Cubist Systematic Strategies, LLC | 21,967 | $5.96M | 0.08% | −13,612−38.3% | Reduced |
| Lord, Abbett & Co. LLC | 21,782 | $5.91M | 0.01% | −195,267−90.0% | Reduced |
| Marietta Wealth Management, LLC | 21,714 | $5.89M | 1.29% | +706+3.4% | Added |
| Murphy Capital Management Inc | 21,664 | $5.88M | 0.69% | −505−2.3% | Reduced |
| Boothbay Fund Management, LLC | 21,400 | $5.80M | 0.23% | −2,906−12.0% | Reduced |
| Jackson Square Capital, LLC | 21,362 | $5.79M | 1.88% | −343−1.6% | Reduced |
| Venture Visionary Partners LLC | 21,352 | $5.79M | 0.41% | +16,094+306.1% | Added |
| South State Corp. | 21,294 | $5.78M | 0.49% | −139−0.6% | Reduced |
| HighPoint Advisor Group LLC | 21,235 | $5.76M | 0.56% | −460−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,233 | $5.76M | 0.39% | +1,439+7.3% | Added |
| KMG Fiduciary Partners, LLC | 21,186 | $5.75M | 0.98% | +4,851+29.7% | Added |
| Icon Wealth Partners, LLC | 21,151 | $5.74M | 0.61% | +832+4.1% | Added |
| Westwood Management Corp | 21,100 | $5.72M | 0.47% | +2,900+15.9% | Added |
| Mirador Capital Partners LP | 21,037 | $5.71M | 1.29% | +1,316+6.7% | Added |
| Coastal Investment Management, L.P. | 21,000 | $5.70M | 7.93% | 00.0% | Unchanged |
| Allstate Corp | 20,968 | $5.69M | 0.24% | −935−4.3% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 20,551 | $5.66M | 0.72% | +604+3.0% | Added |
| Girard Partners Ltd. | 20,854 | $5.66M | 0.71% | +131+0.6% | Added |
| Marks Group Wealth Management, Inc | 20,833 | $5.66M | 0.77% | +282+1.4% | Added |
| Gyon Technologies Capital Management, LP | 20,839 | $5.65M | 1.52% | +9,836+89.4% | Added |
| Chapman Investment Management, LLC | 20,823 | $5.65M | 2.93% | +235+1.1% | Added |
| Snowden Capital Advisors LLC | 20,763 | $5.63M | 0.28% | +1,874+9.9% | Added |
| Kornitzer Capital Management Inc | 20,651 | $5.60M | 0.09% | +725+3.6% | Added |
| Colony Group LLC | 20,612 | $5.59M | 0.11% | +6,039+41.4% | Added |
| Lazard Freres Gestion S.A.S. | 20,606 | $5.59M | 0.16% | +19+0.1% | Added |
| Knuff & Co LLC | 20,580 | $5.58M | 2.09% | −746−3.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 20,477 | $5.55M | 0.23% | +20,477 | New |
| Illinois Municipal Retirement Fund | 20,337 | $5.52M | 0.20% | +800+4.1% | Added |
| CMH Wealth Management LLC | 20,305 | $5.51M | 1.81% | +575+2.9% | Added |
| Stonnington Group, LLC | 20,201 | $5.50M | 1.23% | +4,025+24.9% | Added |
| Bray Capital Advisors | 20,221 | $5.48M | 1.41% | −32−0.2% | Reduced |
| Avestar Capital, LLC | 20,140 | $5.46M | 1.06% | +419+2.1% | Added |
| Game Creek Capital, LP | 20,075 | $5.45M | 2.89% | −4,800−19.3% | Reduced |
| Tiedemann Advisors, LLC | 20,060 | $5.44M | 0.29% | −2,338−10.4% | Reduced |
| Whalerock Point Partners, LLC | 20,041 | $5.44M | 2.11% | +849+4.4% | Added |
| SeaTown Holdings Pte. Ltd. | 20,000 | $5.42M | 0.24% | −30,000−60.0% | Reduced |
| Ocean Capital Management, LLC | 19,736 | $5.38M | 2.35% | +541+2.8% | Added |
| Corbenic Partners LLC | 19,770 | $5.36M | 1.30% | +3,402+20.8% | Added |
| King Wealth | 19,762 | $5.36M | 1.10% | −1,278−6.1% | Reduced |
| Massmutual Trust Co FSB | 19,754 | $5.36M | 0.22% | +8,462+74.9% | Added |
| JustInvest LLC | 19,717 | $5.35M | 0.48% | +3,163+19.1% | Added |
| Chartwell Investment Partners, LLC | 19,563 | $5.31M | 0.17% | +323+1.7% | Added |
| Roundview Capital LLC | 19,476 | $5.28M | 0.58% | +2,344+13.7% | Added |
| GWM Advisors LLC | 19,415 | $5.27M | 0.13% | +1,351+7.5% | Added |
| HBW Advisory Services LLC | 19,372 | $5.25M | 1.36% | +235+1.2% | Added |
| Mark Stevens | 19,359 | $5.25M | 0.59% | −1,108−5.4% | Reduced |
| Strategic Wealth Designers | 19,308 | $5.25M | 1.57% | +4,146+27.3% | Added |
| Shelton Capital Management | 19,297 | $5.23M | 0.21% | +3,700+23.7% | Added |
| Atlantic Union Bankshares Corp | 19,206 | $5.21M | 0.49% | +12,049+168.4% | Added |
| Spinnaker Trust | 19,125 | $5.19M | 0.36% | +541+2.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 19,029 | $5.16M | 4.45% | −91−0.5% | Reduced |
| Frontier Wealth Management LLC | 19,012 | $5.16M | 0.36% | +3,194+20.2% | Added |
| Hohimer Wealth Management, LLC | 18,970 | $5.14M | 1.08% | +1,666+9.6% | Added |
| Cowen and Company, LLC | 18,858 | $5.12M | 0.25% | +15,174+411.9% | Added |
| Security National Bank | 18,636 | $5.05M | 1.27% | +1,597+9.4% | Added |
| Walleye Capital LLC | 18,562 | $5.03M | 0.15% | +2,207+13.5% | Added |
| Private Wealth Partners, LLC | 18,541 | $5.03M | 0.47% | +100+0.5% | Added |
| Shay Capital LLC | 18,423 | $5.00M | 1.59% | +7,829+73.9% | Added |
| Horizon Investments, LLC | 18,420 | $5.00M | 0.15% | −279−1.5% | Reduced |
| Evergreen Capital Management LLC | 18,399 | $4.99M | 0.23% | +853+4.9% | Added |
| Gladstone Institutional Advisory LLC | 18,357 | $4.98M | 0.49% | +7,893+75.4% | Added |
| Simmons Bank | 18,331 | $4.97M | 0.36% | +906+5.2% | Added |
| Kingsview Wealth Management, LLC | 18,334 | $4.97M | 0.24% | +1,169+6.8% | Added |
| Prudential PLC | 18,310 | $4.97M | 0.07% | −92,614−83.5% | Reduced |
| Cohen Lawrence B | 18,248 | $4.95M | 2.61% | −969−5.0% | Reduced |
| Nations Financial Group Inc, | 18,178 | $4.93M | 0.75% | +9,135+101.0% | Added |
| Iowa State Bank | 18,077 | $4.90M | 1.37% | +40+0.2% | Added |
| Bessemer Group Inc | 18,056 | $4.90M | 0.01% | −3,578−16.5% | Reduced |
| Green Harvest Asset Management LLC | 18,044 | $4.89M | 0.77% | +18,044 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,914 | $4.86M | 0.30% | −7,703−30.1% | Reduced |