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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, Q2 2023

Institutional positions in Salesforce, Inc. as of Jun 30, 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
2,301
+133 vs. Q1 2023
Shares held
768.4M
−38.4M (−4.8%) vs. Q1 2023
Total value
$161.7B
+$8.47B (+5.5%) vs. Q1 2023
New holders
232
884 more added
Sold out
99
932 more reduced

15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 2,301 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ2 2023: $161.7B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2023.

Institutions holding CRM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc83,198,887$17.6B0.42%+481,763+0.6%Added
BlackRock Inc.70,630,954$14.9B0.41%+93,905+0.1%Added
State Street Corp45,653,307$9.64B0.51%+143,962+0.3%Added
FMR LLC37,874,759$8.00B0.67%+1,517,037+4.2%Added
Morgan Stanley19,558,959$4.13B0.41%+896,395+4.8%Added
Capital World Investors19,242,436$4.07B0.78%+4,458,227+30.2%Added
Geode Capital Management, LLC17,786,511$3.75B0.44%+37,226+0.2%Added
Price T Rowe Associates Inc15,170,292$3.20B0.45%−3,963,118−20.7%Reduced
Fisher Asset Management, LLC13,889,156$2.93B1.62%+376,989+2.8%Added
JPMorgan Chase & Co13,554,204$2.86B0.33%+1,867,929+16.0%Added
Wellington Management Group LLP12,449,525$2.63B0.50%−1,684,645−11.9%Reduced
Capital Research Global Investors11,306,042$2.39B0.64%+865,001+8.3%Added
Norges Bank11,260,304$2.38B0.47%+270,466+2.5%Added
Northern Trust Corp11,073,672$2.34B0.45%−790,547−6.7%Reduced
Nuveen Asset Management, LLC9,925,118$2.10B0.73%+1,026,380+11.5%Added
Jennison Associates LLC9,066,821$1.92B1.57%+1,876,537+26.1%Added
Bank of America Corp8,811,745$1.86B0.22%−802,189−8.3%Reduced
Bank of New York Mellon Corp8,511,927$1.80B0.38%−331,034−3.7%Reduced
Polen Capital Management LLC7,912,495$1.67B4.14%−2,602,169−24.7%Reduced
Loomis Sayles & Co L P7,771,387$1.64B2.65%−456,783−5.6%Reduced
UBS Asset Management Americas Inc7,628,156$1.52B0.74%00.0%Unchanged
Capital International Investors7,117,212$1.50B0.36%+6,548,396+1,151.2%Added
Legal & General Group Plc6,592,493$1.39B0.45%+141,653+2.2%Added
Royal Bank of Canada6,232,902$1.32B0.37%+3,231,622+107.7%Added
Parnassus Investments6,038,992$1.28B2.96%+53,314+0.9%Added
Goldman Sachs Group Inc5,963,325$1.26B0.32%−627,021−9.5%Reduced
Charles Schwab Investment Management Inc5,232,003$1.11B0.32%−57,603−1.1%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)5,056,476$1.07B2.01%−2,657,994−34.5%Reduced
Amundi4,833,874$1.02B0.52%−794,526−14.1%Reduced
Invesco Ltd.4,710,851$995.2M0.26%−77,095−1.6%Reduced
Franklin Resources Inc4,536,183$958.3M0.46%+280,905+6.6%Added
Manufacturers Life Insurance Company, The4,368,449$922.9M0.51%−636,558−12.7%Reduced
UBS Group AG4,067,264$859.3M0.37%+346,012+9.3%Added
Pictet Asset Management SA3,838,276$810.9M0.96%−1,273,798−24.9%Reduced
Deutsche Bank AG3,688,077$779.1M0.41%−112,139−3.0%Reduced
Voya Investment Management LLC3,654,813$772.1M0.80%−192,565−5.0%Reduced
Clearbridge Investments, LLC3,627,812$766.4M0.69%−185,851−4.9%Reduced
Swiss National Bank3,611,677$763.0M0.52%−357,000−9.0%Reduced
ValueAct Holdings, L.P.SuperinvestorValueAct Capital3,486,309$736.5M11.45%00.0%Unchanged
Wells Fargo & Company3,432,368$725.1M0.21%+31,095+0.9%Added
Barclays PLC3,196,861$675.4M0.44%+1,449,633+83.0%Added
T. Rowe Price Investment Management, Inc.3,169,134$669.5M0.46%−603,528−16.0%Reduced
FIL Ltd3,019,580$637.9M0.72%−1,384,906−31.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,960,559$625.4M0.49%−378,922−11.3%Reduced
Independent Franchise Partners LLP2,892,873$611.1M5.11%−1,040,384−26.5%Reduced
Dimensional Fund Advisors LP2,781,002$587.5M0.19%+65,668+2.4%Added
American Century Companies Inc2,753,842$581.8M0.44%+977,899+55.1%Added
Sustainable Growth Advisers, LP2,731,891$577.1M2.74%+151,124+5.9%Added
BlueSpruce Investments, LP2,709,206$572.3M9.85%−174,943−6.1%Reduced
Ameriprise Financial Inc2,687,945$567.7M0.18%−71,876−2.6%Reduced
Public Investment Fund2,650,225$559.9M1.44%00.0%Unchanged
Lazard Asset Management LLC2,437,079$514.9M0.63%−848,325−25.8%Reduced
Winslow Capital Management, LLC2,349,684$496.4M2.23%+2,349,684New
HSBC Holdings PLC2,315,042$489.7M0.52%+321,497+16.1%Added
Bank of Montreal2,239,827$475.9M0.29%+875,476+64.2%Added
Putnam Investments LLC2,238,616$472.9M0.70%+145,879+7.0%Added
Raymond James & Associates2,141,432$452.4M0.37%+46,238+2.2%Added
Vulcan Value Partners, LLC2,108,013$445.4M5.59%−325,962−13.4%Reduced
Arrowstreet Capital, Limited Partnership2,085,077$440.5M0.54%+582,376+38.8%Added
Massachusetts Financial Services Co2,069,239$437.1M0.14%+104,735+5.3%Added
Credit Suisse AG2,066,451$436.6M0.44%−30,619−1.5%Reduced
CIBC Private Wealth Group, LLC2,035,856$430.1M0.94%−34,387−1.7%Reduced
Starboard Value LPSuperinvestorStarboard Value2,008,076$424.2M9.16%−522,907−20.7%Reduced
California Public Employees Retirement System1,994,430$421.3M0.36%−605,434−23.3%Reduced
First Eagle Investment Management, LLC1,984,431$419.2M1.07%−3,907−0.2%Reduced
Farallon Capital Management, L.L.C.1,944,338$410.8M2.45%−1,557,500−44.5%Reduced
Neuberger Berman Group LLC1,902,098$401.5M0.36%+44,828+2.4%Added
Rhumbline Advisers1,838,135$388.3M0.43%+21,237+1.2%Added
Generation Investment Management LLP1,751,062$369.9M1.79%−620,991−26.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,712,725$361.8M0.56%−1,520,884−47.0%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,694,996$358.1M3.28%−340,300−16.7%Reduced
Ontario Teachers Pension Plan Board1,668,550$352.5M3.68%+1,668,550New
First Trust Advisors LP1,664,579$351.7M0.40%+155,185+10.3%Added
Prudential Financial Inc1,655,980$349.8M0.51%+68,614+4.3%Added
California State Teachers Retirement System1,633,985$345.2M0.49%−107,097−6.2%Reduced
Meritage Group LP1,609,852$340.1M9.48%−796,536−33.1%Reduced
New York State Common Retirement Fund1,604,730$339.0M0.43%−118,853−6.9%Reduced
National Pension Service1,599,705$336.6M0.54%−26,194−1.6%Reduced
Principal Financial Group Inc1,566,227$330.9M0.23%+25,551+1.7%Added
Nordea Investment Management AB1,547,360$329.4M0.45%+239,786+18.3%Added
Schroder Investment Management Group1,509,761$319.0M0.46%+145,501+10.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,432,257$302.6M1.40%+67,050+4.9%Added
Macquarie Group Ltd1,418,896$299.8M0.34%+293,285+26.1%Added
Stifel Financial Corp1,366,291$288.6M0.39%+32,012+2.4%Added
DnB Asset Management AS1,315,609$277.9M1.60%−534,043−28.9%Reduced
Jane Street Group, LLC1,300,640$274.8M0.37%+1,115,296+601.7%Added
Van Eck Associates Corp1,274,220$269.2M0.59%+33,133+2.7%Added
KBC Group NV1,224,723$258.7M1.06%+20,211+1.7%Added
Alliancebernstein L.P.1,212,719$256.2M0.10%−93,008−7.1%Reduced
1832 Asset Management L.P.1,177,490$248.8M0.48%+40,052+3.5%Added
Public Employees Retirement Association of Colorado1,170,728$247.3M1.18%+70,442+6.4%Added
Citadel Advisors LLC1,136,229$240.0M0.27%+849,894+296.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,132,658$239.3M0.74%−699,585−38.2%Reduced
Envestnet Asset Management Inc1,119,967$236.6M0.10%+13,464+1.2%Added
Natixis Advisors, L.P.1,119,624$236.5M0.73%−53,328−4.5%Reduced
AXA S.A.1,098,604$232.1M0.77%+125,166+12.9%Added
DekaBank Deutsche Girozentrale1,092,673$231.9M0.52%+30,481+2.9%Added
SEI Investments Co1,088,247$229.9M0.40%+297,171+37.6%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)1,072,537$226.6M4.83%−658,700−38.0%Reduced
New York State Teachers Retirement System1,069,078$225.9M0.51%−54,815−4.9%Reduced