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; 2,493 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 2022
Institutional positions in Salesforce, Inc. as of Sep 30, 2022. 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
- 2,060
- −46 vs. Q2 2022
- Shares held
- 774.4M
- −2.46M (−0.3%) vs. Q2 2022
- Total value
- $111.4B
- −$16.7B (−13.1%) vs. Q2 2022
- New holders
- 116
- 895 more added
- Sold out
- 162
- 838 more reduced
34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 2022
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 2,218,218 | $319.1M | 0.25% | −268,353−10.8% | Reduced |
| Credit Suisse AG | 2,234,904 | $321.5M | 0.36% | +140,444+6.7% | Added |
| California Public Employees Retirement System | 2,259,054 | $324.9M | 0.30% | +317,948+16.4% | Added |
| Schroder Investment Management Group | 2,271,876 | $326.8M | 0.54% | +106,579+4.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,400,649 | $345.3M | 1.59% | +2,400,649 | New |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,419,637 | $348.0M | 9.15% | +93,300+4.0% | Added |
| Voya Investment Management LLC | 2,505,140 | $360.3M | 0.43% | +1,654,889+194.6% | Added |
| Public Investment Fund | 2,650,225 | $381.2M | 1.04% | 00.0% | Unchanged |
| BlueSpruce Investments, LP | 2,839,971 | $408.5M | 8.35% | +821,299+40.7% | Added |
| Lazard Asset Management LLC | 2,871,020 | $413.0M | 0.60% | +113,923+4.1% | Added |
| Royal Bank of Canada | 2,945,770 | $423.7M | 0.14% | −388,361−11.6% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 3,095,500 | $445.3M | 3.93% | +25,500+0.8% | Added |
| Vulcan Value Partners, LLC | 3,200,901 | $460.4M | 5.39% | −111,435−3.4% | Reduced |
| Generation Investment Management LLP | 3,272,743 | $470.8M | 2.79% | −17,789−0.5% | Reduced |
| Baillie Gifford & Co | 3,293,305 | $473.7M | 0.49% | −63,555−1.9% | Reduced |
| Citadel Advisors LLC | 3,316,816 | $477.1M | 0.59% | +2,673,077+415.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,330,761 | $479.1M | 0.39% | +207,453+6.6% | Added |
| Flossbach Von Storch AG | 3,493,079 | $502.4M | 1.85% | +76,936+2.3% | Added |
| Independent Franchise Partners LLP | 3,535,266 | $508.5M | 5.35% | −101,109−2.8% | Reduced |
| Invesco Ltd. | 3,697,444 | $531.8M | 0.17% | −345,760−8.6% | Reduced |
| Wells Fargo & Company | 3,862,275 | $555.5M | 0.19% | −171,587−4.3% | Reduced |
| Sustainable Growth Advisers, LP | 4,080,776 | $587.0M | 4.39% | +640,013+18.6% | Added |
| T. Rowe Price Investment Management, Inc. | 4,227,670 | $608.1M | 0.49% | +4,227,670 | New |
| Swiss National Bank | 4,307,331 | $619.6M | 0.44% | +34,500+0.8% | Added |
| Assenagon Asset Management S.A. | 4,374,746 | $629.3M | 2.70% | +2,590,950+145.2% | Added |
| Deutsche Bank AG | 4,392,235 | $631.8M | 0.38% | +814,715+22.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,424,289 | $636.4M | 1.23% | +543,511+14.0% | Added |
| Pictet Asset Management SA | 4,593,759 | $660.8M | 0.98% | −209,190−4.4% | Reduced |
| FIL Ltd | 4,836,840 | $695.7M | 0.89% | +117,513+2.5% | Added |
| Manufacturers Life Insurance Company, The | 4,905,293 | $705.7M | 0.49% | +554,536+12.7% | Added |
| Massachusetts Financial Services Co | 4,931,510 | $709.3M | 0.27% | −196,732−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 5,017,433 | $721.7M | 0.26% | +79,640+1.6% | Added |
| Ameriprise Financial Inc | 5,164,829 | $743.6M | 0.28% | −85,790−1.6% | Reduced |
| Goldman Sachs Group Inc | 5,325,136 | $766.0M | 0.22% | −540,334−9.2% | Reduced |
| Clearbridge Investments, LLC | 5,449,904 | $783.9M | 0.79% | −298,506−5.2% | Reduced |
| Franklin Resources Inc | 5,723,914 | $823.3M | 0.45% | +673,760+13.3% | Added |
| UBS Group AG | 5,858,329 | $842.7M | 0.48% | +695,873+13.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,563,115 | $944.0M | 1.58% | +1,539,978+30.7% | Added |
| Legal & General Group Plc | 6,591,982 | $948.2M | 0.37% | −196,287−2.9% | Reduced |
| UBS Asset Management Americas Inc | 7,263,152 | $1.04B | 0.59% | +912,795+14.4% | Added |
| Amundi | 6,728,166 | $1.05B | 0.62% | +2,865,784+74.2% | Added |
| JPMorgan Chase & Co | 8,478,877 | $1.22B | 0.19% | −40,359−0.5% | Reduced |
| Nuveen Asset Management, LLC | 8,729,093 | $1.26B | 0.51% | −1,570,244−15.2% | Reduced |
| Bank of New York Mellon Corp | 9,162,114 | $1.32B | 0.32% | −87,038−0.9% | Reduced |
| Loomis Sayles & Co L P | 9,418,243 | $1.35B | 2.74% | −381,461−3.9% | Reduced |
| Bank of America Corp | 10,902,987 | $1.57B | 0.21% | −278,397−2.5% | Reduced |
| Polen Capital Management LLC | 11,057,687 | $1.59B | 4.45% | +1,228,763+12.5% | Added |
| Norges Bank | 11,383,671 | $1.64B | 0.44% | −584,410−4.9% | Reduced |
| Northern Trust Corp | 11,717,362 | $1.69B | 0.38% | −69,944−0.6% | Reduced |
| Wellington Management Group LLP | 12,263,009 | $1.76B | 0.38% | −771,027−5.9% | Reduced |
| Fisher Asset Management, LLC | 12,725,963 | $1.83B | 1.37% | −2,948,998−18.8% | Reduced |
| Jennison Associates LLC | 13,688,506 | $1.97B | 1.96% | +210,376+1.6% | Added |
| Geode Capital Management, LLC | 16,966,660 | $2.44B | 0.37% | +397,654+2.4% | Added |
| Morgan Stanley | 18,854,824 | $2.71B | 0.37% | −215,993−1.1% | Reduced |
| Price T Rowe Associates Inc | 30,387,162 | $4.37B | 0.72% | −16,319,876−34.9% | Reduced |
| FMR LLC | 43,002,864 | $6.19B | 0.65% | −5,974,352−12.2% | Reduced |
| State Street Corp | 44,825,733 | $6.45B | 0.41% | +585,881+1.3% | Added |
| BlackRock Inc. | 68,810,159 | $9.90B | 0.34% | −274,853−0.4% | Reduced |
| Vanguard Group Inc | 80,449,523 | $11.6B | 0.34% | +1,103,556+1.4% | Added |
| Westside Investment Management, Inc. | 5,320 | – | – | +1,800+51.1% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −543,113−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −490,717−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −237,896−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −232,300−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −196,176−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −174,730−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −152,286−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −151,000−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Park Presidio Capital LLC | 0 | $0 | 0.00% | −136,565−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −114,360−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −113,744−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −112,396−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −107,066−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −90,264−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −74,156−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −71,400−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −68,948−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −37,033−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −34,330−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −31,035−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −20,421−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Snowhook Capital Management LP | 0 | $0 | 0.00% | −18,013−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −17,727−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,823−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −13,654−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,464−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −11,815−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,631−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,205−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −9,649−100.0% | Sold out |