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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 16,877 | $4.80M | 0.09% | +2,330+16.0% | Added |
| Argent Trust Co | 17,647 | $4.79M | 0.31% | +2,792+18.8% | Added |
| Monetary Management Group Inc | 17,502 | $4.75M | 1.31% | −1,565−8.2% | Reduced |
| Bouvel Investment Partners, LLC | 17,352 | $4.71M | 2.66% | +466+2.8% | Added |
| Arthur M. Cohen & Associates, LLC | 17,307 | $4.69M | 0.95% | −95−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $4.68M | 0.21% | 00.0% | Unchanged |
| First Interstate Bank | 17,106 | $4.64M | 0.48% | +668+4.1% | Added |
| Integrated Wealth Concepts LLC | 17,074 | $4.63M | 0.15% | +3,838+29.0% | Added |
| World Asset Management Inc | 17,060 | $4.63M | 0.46% | −871−4.9% | Reduced |
| Sumitomo Life Insurance Co | 17,039 | $4.62M | 0.12% | −720−4.1% | Reduced |
| Veritable, L.P. | 17,026 | $4.62M | 0.07% | +482+2.9% | Added |
| Mitchell Capital Management Co | 16,983 | $4.61M | 1.03% | −81−0.5% | Reduced |
| Cohen Capital Management, Inc. | 16,956 | $4.60M | 0.80% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16,868 | $4.58M | 0.75% | −316−1.8% | Reduced |
| Lee Capital Holdings LLC | 16,750 | $4.54M | 2.38% | −10,700−39.0% | Reduced |
| Pendal Group Limited | 16,728 | $4.54M | 0.04% | −1,862−10.0% | Reduced |
| NEXT Financial Group, Inc | 16,599 | $4.50M | 0.35% | −777−4.5% | Reduced |
| Pegasus Asset Management, Inc. | 16,552 | $4.49M | 2.06% | +88+0.5% | Added |
| Great Valley Advisor Group, Inc. | 16,514 | $4.48M | 0.31% | +808+5.1% | Added |
| Plimoth Trust Co LLC | 16,498 | $4.47M | 1.27% | +57+0.3% | Added |
| Mathes Company, Inc. | 16,329 | $4.43M | 1.64% | −810−4.7% | Reduced |
| Cabot Wealth Management Inc | 16,326 | $4.43M | 0.59% | +269+1.7% | Added |
| Dillon & Associates Inc | 16,255 | $4.41M | 0.84% | +527+3.4% | Added |
| Capula Management Ltd | 16,199 | $4.39M | 0.34% | +8,585+112.8% | Added |
| Morgan Jess S & Co Inc | 16,130 | $4.38M | 2.89% | −177−1.1% | Reduced |
| Fundamentun, LLC | 16,080 | $4.36M | 0.76% | +2,197+15.8% | Added |
| Kovack Advisors, Inc. | 16,057 | $4.36M | 0.47% | −1,068−6.2% | Reduced |
| Birch Hill Investment Advisors LLC | 16,052 | $4.35M | 0.23% | −350−2.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.34M | 1.18% | 00.0% | Unchanged |
| Bremer Bank National Association | 15,976 | $4.33M | 0.86% | −257−1.6% | Reduced |
| Tsai Capital Corp | 15,874 | $4.30M | 3.71% | +2,079+15.1% | Added |
| WD Rutherford LLC | 15,824 | $4.29M | 2.33% | +393+2.5% | Added |
| Level Four Advisory Services, LLC | 15,800 | $4.29M | 0.45% | −10,215−39.3% | Reduced |
| Investment House LLC | 15,795 | $4.28M | 0.31% | +8,913+129.5% | Added |
| Jupiter Wealth Management LLC | 14,292 | $4.28M | 2.02% | +9,613+205.4% | Added |
| Gemmer Asset Management LLC | 15,645 | $4.24M | 0.59% | +70.0% | Added |
| O'Shaughnessy Asset Management, LLC | 15,573 | $4.22M | 0.09% | +2,672+20.7% | Added |
| Linscomb & Williams, Inc. | 15,552 | $4.22M | 0.22% | +1,337+9.4% | Added |
| Hoylecohen, LLC | 15,532 | $4.21M | 0.40% | +500+3.3% | Added |
| J.W. Cole Advisors, Inc. | 15,478 | $4.20M | 0.30% | +1,974+14.6% | Added |
| BFSG, LLC | 15,475 | $4.20M | 0.64% | +735+5.0% | Added |
| Winch Advisory Services, LLC | 15,457 | $4.19M | 1.46% | +411+2.7% | Added |
| Security National Trust Co | 17,055 | $4.17M | 0.97% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 15,348 | $4.16M | 0.22% | +15,094+5,942.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,298 | $4.15M | 0.29% | −134−0.9% | Reduced |
| Beech Hill Advisors, Inc. | 15,295 | $4.15M | 1.72% | −10−0.1% | Reduced |
| Barings LLC | 15,208 | $4.13M | 0.09% | +6,417+73.0% | Added |
| First Hawaiian Bank | 15,204 | $4.12M | 0.17% | +68+0.4% | Added |
| Sequoia Financial Advisors, LLC | 15,143 | $4.11M | 0.42% | −25,633−62.9% | Reduced |
| NBT Bank N A | 15,068 | $4.09M | 0.57% | −65−0.4% | Reduced |
| Hills Bank & Trust Co | 15,059 | $4.08M | 0.62% | +175+1.2% | Added |
| Schmidt P J Investment Management Inc | 13,837 | $4.08M | 0.80% | −101−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,993 | $4.07M | 0.46% | +413+2.8% | Added |
| SeaCrest Wealth Management, LLC | 14,958 | $4.06M | 0.49% | +611+4.3% | Added |
| Capstone Investment Advisors, LLC | 14,851 | $4.03M | 0.07% | +910+6.5% | Added |
| Cordatus Wealth Management LLC | 14,789 | $4.01M | 3.08% | +14,789 | New |
| We Are One Seven, LLC | 13,348 | $4.00M | 0.51% | +78+0.6% | Added |
| Gotham Asset Management, LLC | 14,712 | $3.99M | 0.16% | −12,581−46.1% | Reduced |
| Vident Investment Advisory, LLC | 14,646 | $3.98M | 0.12% | +3,389+30.1% | Added |
| Azzad Asset Management Inc | 14,640 | $3.97M | 0.59% | −2,607−15.1% | Reduced |
| CAPROCK Group, Inc. | 14,632 | $3.97M | 0.35% | +1,429+10.8% | Added |
| Laurel Wealth Advisors LLC | 14,604 | $3.96M | 0.90% | −400−2.7% | Reduced |
| Silvant Capital Management LLC | 14,539 | $3.94M | 0.70% | −2,550−14.9% | Reduced |
| Platte River Wealth Advisors, LLC | 14,530 | $3.94M | 1.46% | +13+0.1% | Added |
| Elk River Wealth Management, LLC | 14,530 | $3.94M | 1.00% | +447+3.2% | Added |
| Alps Advisors Inc | 14,487 | $3.93M | 0.04% | −2,002−12.1% | Reduced |
| Citizens Business Bank | 14,448 | $3.92M | 0.52% | +6,138+73.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 14,438 | $3.92M | 1.86% | −15,587−51.9% | Reduced |
| Arlington Financial Advisors, LLC | 14,413 | $3.91M | 1.53% | −142−1.0% | Reduced |
| Mirova | 14,405 | $3.91M | 0.50% | −725−4.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 14,397 | $3.90M | 2.10% | +295+2.1% | Added |
| Avalon Investment & Advisory | 14,253 | $3.87M | 0.09% | +2,253+18.8% | Added |
| Northern Oak Wealth Management Inc | 14,220 | $3.86M | 0.47% | +21+0.1% | Added |
| Minot Wealth Management LLC | 14,215 | $3.85M | 0.83% | +698+5.2% | Added |
| Capital Analysts, LLC | 14,209 | $3.85M | 0.25% | +551+4.0% | Added |
| Telemus Capital, LLC | 14,144 | $3.84M | 0.32% | −3,314−19.0% | Reduced |
| Enterprise Bank & Trust Co | 14,141 | $3.83M | 1.51% | +60.0% | Added |
| Lake Street Financial LLC | 14,061 | $3.81M | 0.94% | +400+2.9% | Added |
| High Note Wealth, LLC | 14,028 | $3.81M | 1.37% | +197+1.4% | Added |
| Geneva Capital Management LLC | 13,981 | $3.79M | 0.06% | −408−2.8% | Reduced |
| Blackhawk Capital Partners LLC. | 13,958 | $3.79M | 2.39% | +105+0.8% | Added |
| CWA Asset Management Group, LLC | 13,950 | $3.78M | 0.30% | +8,975+180.4% | Added |
| ICONIQ Capital, LLC | 13,943 | $3.78M | 0.02% | −1,487−9.6% | Reduced |
| Clarius Group, LLC | 13,926 | $3.78M | 0.34% | +1,385+11.0% | Added |
| Veriti Management LLC | 13,923 | $3.78M | 0.54% | +958+7.4% | Added |
| Ingalls & Snyder LLC | 13,869 | $3.76M | 0.17% | +8,751+171.0% | Added |
| Connable Office Inc | 13,771 | $3.73M | 0.54% | +13,771 | New |
| Lombard Odier Asset Management (Switzerland) SA | 14,850 | $3.72M | 0.23% | +4,059+37.6% | Added |
| Fulton Bank, N.A. | 13,629 | $3.70M | 0.17% | +620+4.8% | Added |
| Pinnacle Associates Ltd | 13,615 | $3.69M | 0.07% | +161+1.2% | Added |
| Comerica Securities,inc. | 13,616 | $3.69M | 0.26% | +1,227+9.9% | Added |
| Bogart Wealth, LLC | 13,602 | $3.69M | 0.38% | +2,232+19.6% | Added |
| Pensionfund DSM Netherlands | 13,600 | $3.69M | 0.47% | +13,600 | New |
| Courier Capital LLC | 13,563 | $3.68M | 0.35% | +327+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,520 | $3.67M | 0.30% | +264+2.0% | Added |
| Winton Group Ltd | 13,471 | $3.65M | 0.20% | −453−3.3% | Reduced |
| Callahan Advisors, LLC | 13,451 | $3.65M | 0.46% | +901+7.2% | Added |
| Mizuho Securities USA LLC | 13,389 | $3.63M | 0.37% | −1,292−8.8% | Reduced |
| Ameritas Investment Partners, Inc. | 13,368 | $3.63M | 0.13% | +518+4.0% | Added |
| Roberts Wealth Advisors, LLC | 13,303 | $3.61M | 1.43% | +13,303 | New |