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; 2,491 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, Q1 2023
Institutional positions in Salesforce, Inc. as of Mar 31, 2023. 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
- 2,183
- +198 vs. Q4 2022
- Shares held
- 807.3M
- +48.0M (+6.3%) vs. Q4 2022
- Total value
- $153.3B
- +$52.6B (+52.3%) vs. Q4 2022
- New holders
- 347
- 837 more added
- Sold out
- 149
- 793 more reduced
42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,491 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 82,717,124 | $16.5B | 0.42% | +845,815+1.0% | Added |
| BlackRock Inc. | 70,537,049 | $14.1B | 0.42% | +208,685+0.3% | Added |
| State Street Corp | 45,509,345 | $9.09B | 0.51% | +391,648+0.9% | Added |
| FMR LLC | 36,357,722 | $7.26B | 0.66% | +695,355+1.9% | Added |
| Price T Rowe Associates Inc | 19,133,410 | $3.82B | 0.57% | −7,159,819−27.2% | Reduced |
| Morgan Stanley | 18,662,564 | $3.73B | 0.40% | −341,272−1.8% | Reduced |
| Geode Capital Management, LLC | 17,749,285 | $3.54B | 0.46% | +332,375+1.9% | Added |
| Capital World Investors | 14,784,209 | $2.95B | 0.61% | +13,582,939+1,130.7% | Added |
| Wellington Management Group LLP | 14,134,170 | $2.82B | 0.56% | +2,481,759+21.3% | Added |
| Fisher Asset Management, LLC | 13,512,167 | $2.70B | 1.64% | −363,242−2.6% | Reduced |
| Northern Trust Corp | 11,864,219 | $2.37B | 0.47% | +258,428+2.2% | Added |
| JPMorgan Chase & Co | 11,686,275 | $2.33B | 0.30% | +3,932,657+50.7% | Added |
| Norges Bank | 10,989,838 | $2.20B | 0.48% | +277,261+2.6% | Added |
| Polen Capital Management LLC | 10,514,664 | $2.10B | 5.54% | +34,228+0.3% | Added |
| Capital Research Global Investors | 10,441,041 | $2.09B | 0.60% | +6,752,734+183.1% | Added |
| Bank of America Corp | 9,613,934 | $1.92B | 0.22% | +120,099+1.3% | Added |
| Nuveen Asset Management, LLC | 8,898,738 | $1.78B | 0.66% | +1,547,890+21.1% | Added |
| Bank of New York Mellon Corp | 8,842,961 | $1.77B | 0.39% | −257,532−2.8% | Reduced |
| Loomis Sayles & Co L P | 8,228,170 | $1.64B | 2.85% | −298,970−3.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,714,470 | $1.54B | 2.99% | −435,100−5.3% | Reduced |
| UBS Asset Management Americas Inc | 7,628,156 | $1.52B | 0.74% | −675,536−8.1% | Reduced |
| Jennison Associates LLC | 7,190,284 | $1.44B | 1.32% | −401,449−5.3% | Reduced |
| Goldman Sachs Group Inc | 6,590,346 | $1.32B | 0.35% | +493,070+8.1% | Added |
| Legal & General Group Plc | 6,450,840 | $1.29B | 0.46% | +165,400+2.6% | Added |
| Parnassus Investments | 5,985,678 | $1.20B | 2.96% | −32,542−0.5% | Reduced |
| Amundi | 5,628,400 | $1.10B | 0.59% | −850,851−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 5,289,606 | $1.06B | 0.32% | +93,333+1.8% | Added |
| Pictet Asset Management SA | 5,112,074 | $1.02B | 1.28% | +178,247+3.6% | Added |
| Manufacturers Life Insurance Company, The | 5,005,007 | $999.9M | 0.56% | −63,235−1.2% | Reduced |
| Invesco Ltd. | 4,787,946 | $956.5M | 0.27% | +1,867,175+63.9% | Added |
| FIL Ltd | 4,404,486 | $879.9M | 1.01% | −1,600,329−26.7% | Reduced |
| Franklin Resources Inc | 4,255,278 | $850.1M | 0.43% | −41,472−1.0% | Reduced |
| Swiss National Bank | 3,968,677 | $792.9M | 0.54% | −95,600−2.4% | Reduced |
| Independent Franchise Partners LLP | 3,933,257 | $785.8M | 7.07% | +459,956+13.2% | Added |
| Voya Investment Management LLC | 3,847,378 | $768.6M | 0.82% | +2,873,349+295.0% | Added |
| Clearbridge Investments, LLC | 3,813,663 | $761.9M | 0.73% | −14,907−0.4% | Reduced |
| Deutsche Bank AG | 3,800,216 | $759.2M | 0.42% | −367,227−8.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,772,662 | $753.7M | 0.54% | −968,900−20.4% | Reduced |
| UBS Group AG | 3,721,252 | $743.4M | 0.34% | +415,338+12.6% | Added |
| Farallon Capital Management, L.L.C. | 3,501,838 | $699.6M | 4.24% | −279,000−7.4% | Reduced |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 3,486,309 | $696.5M | 11.34% | +2,926,088+522.3% | Added |
| Wells Fargo & Company | 3,401,273 | $679.5M | 0.21% | +67,165+2.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,339,481 | $667.2M | 0.50% | +37,836+1.1% | Added |
| Lazard Asset Management LLC | 3,285,404 | $656.4M | 0.86% | −174,410−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,233,609 | $646.0M | 1.09% | +1,972,778+156.5% | Added |
| Royal Bank of Canada | 3,001,280 | $599.6M | 0.18% | −71,990−2.3% | Reduced |
| BlueSpruce Investments, LP | 2,884,149 | $576.2M | 10.42% | −545,662−15.9% | Reduced |
| Ameriprise Financial Inc | 2,759,821 | $552.3M | 0.18% | −45,564−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,715,334 | $542.4M | 0.18% | +64,571+2.4% | Added |
| Public Investment Fund | 2,650,225 | $529.5M | 1.49% | 00.0% | Unchanged |
| California Public Employees Retirement System | 2,599,864 | $519.4M | 0.46% | −369,459−12.4% | Reduced |
| Sustainable Growth Advisers, LP | 2,580,767 | $515.6M | 2.99% | −1,399,254−35.2% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 2,530,983 | $505.6M | 10.14% | −494,999−16.4% | Reduced |
| Vulcan Value Partners, LLC | 2,433,975 | $486.0M | 6.15% | −317,275−11.5% | Reduced |
| Meritage Group LP | 2,406,388 | $480.7M | 14.54% | +12,587+0.5% | Added |
| Generation Investment Management LLP | 2,372,053 | $473.9M | 2.52% | −186,659−7.3% | Reduced |
| Credit Suisse AG | 2,097,070 | $419.0M | 0.43% | −177,114−7.8% | Reduced |
| Raymond James & Associates | 2,095,194 | $418.6M | 0.36% | +59,183+2.9% | Added |
| Putnam Investments LLC | 2,092,737 | $418.1M | 0.67% | +1,200,808+134.6% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,035,296 | $406.6M | 3.76% | +1,486,293+270.7% | Added |
| HSBC Holdings PLC | 1,993,545 | $398.1M | 0.51% | −625,519−23.9% | Reduced |
| First Eagle Investment Management, LLC | 1,988,338 | $397.2M | 1.05% | +1,719+0.1% | Added |
| Massachusetts Financial Services Co | 1,964,504 | $392.5M | 0.13% | −60,042−3.0% | Reduced |
| Neuberger Berman Group LLC | 1,857,270 | $369.7M | 0.34% | +389,235+26.5% | Added |
| DnB Asset Management AS | 1,849,652 | $369.5M | 2.34% | +145,776+8.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,832,243 | $366.0M | 1.27% | +140,136+8.3% | Added |
| Rhumbline Advisers | 1,816,898 | $363.0M | 0.45% | +19,560+1.1% | Added |
| American Century Companies Inc | 1,775,943 | $349.5M | 0.28% | −61,099−3.3% | Reduced |
| Barclays PLC | 1,747,228 | $349.1M | 0.36% | −2,555,943−59.4% | Reduced |
| California State Teachers Retirement System | 1,741,082 | $347.8M | 0.52% | −14,687−0.8% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,731,237 | $345.9M | 6.13% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,723,583 | $344.3M | 0.46% | −69,607−3.9% | Reduced |
| National Pension Service | 1,625,899 | $319.7M | 0.58% | +175,271+12.1% | Added |
| Millennium Management LLC | 1,594,663 | $318.6M | 0.37% | −1,465,538−47.9% | Reduced |
| Principal Financial Group Inc | 1,540,676 | $307.8M | 0.22% | −7,209−0.5% | Reduced |
| First Trust Advisors LP | 1,509,394 | $301.5M | 0.35% | −189,170−11.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,502,701 | $300.2M | 0.39% | +762,553+103.0% | Added |
| Prudential Financial Inc | 1,587,366 | $278.4M | 0.44% | +490,166+44.7% | Added |
| Bank of Montreal | 1,364,351 | $272.9M | 0.18% | −318,790−18.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,365,207 | $272.7M | 1.39% | −20,315−1.5% | Reduced |
| Schroder Investment Management Group | 1,364,260 | $272.6M | 0.41% | −125,711−8.4% | Reduced |
| Stifel Financial Corp | 1,334,279 | $266.6M | 0.38% | +52,511+4.1% | Added |
| Point72 Asset Management, L.P. | 1,331,354 | $266.0M | 0.94% | −2,014,387−60.2% | Reduced |
| Alliancebernstein L.P. | 1,305,727 | $260.9M | 0.11% | +68,797+5.6% | Added |
| Nordea Investment Management AB | 1,307,574 | $258.7M | 0.38% | +291,563+28.7% | Added |
| Assenagon Asset Management S.A. | 1,277,627 | $255.2M | 1.01% | −309,322−19.5% | Reduced |
| Harding Loevner LP | 1,276,467 | $255.0M | 1.45% | −5,542−0.4% | Reduced |
| Van Eck Associates Corp | 1,241,087 | $247.9M | 0.56% | +30,055+2.5% | Added |
| KBC Group NV | 1,204,512 | $240.6M | 1.02% | +115,440+10.6% | Added |
| Nomura Holdings Inc | 1,193,269 | $238.4M | 2.33% | −4,757,248−79.9% | Reduced |
| Natixis Advisors, L.P. | 1,172,952 | $234.3M | 0.81% | +239,814+25.7% | Added |
| 1832 Asset Management L.P. | 1,137,438 | $227.2M | 0.47% | +768,436+208.2% | Added |
| Citigroup Inc | 1,131,115 | $226.0M | 0.30% | +11,594+1.0% | Added |
| Macquarie Group Ltd | 1,125,611 | $224.8M | 0.27% | +317,816+39.3% | Added |
| New York State Teachers Retirement System | 1,123,893 | $224.5M | 0.53% | −1,156−0.1% | Reduced |
| Envestnet Asset Management Inc | 1,106,503 | $221.1M | 0.11% | +128,126+13.1% | Added |
| Public Employees Retirement Association of Colorado | 1,100,286 | $219.8M | 1.13% | +168,503+18.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,082,258 | $216.2M | 2.67% | +34,010+3.2% | Added |
| State Board of Administration of Florida Retirement System | 1,050,700 | $209.9M | 0.49% | −8,470−0.8% | Reduced |
| William Blair Investment Management, LLC | 1,047,620 | $209.3M | 0.73% | +11,322+1.1% | Added |