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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; 2,492 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.

Q2 2023 vs. Q1 2023

How the institutions holding Salesforce, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of CRM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2,182152,300+133
Shares807.3M454.2K768.4M−38.4M (−4.8%)
Value$153.3B$90.0M$161.7B+$8.47B (+5.5%)

15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (232)

Institutions that held Salesforce, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 232 by value.

Institutions new to CRM in Q2 2023
InstitutionSharesValue% of portfolio
Winslow Capital Management, LLC2,349,684$496.4M2.23%
Ontario Teachers Pension Plan Board1,668,550$352.5M3.68%
Renaissance Technologies LLC817,728$172.8M0.25%
Qube Research & Technologies Ltd664,053$140.3M0.54%
Mn Services Vermogensbeheer B.V.477,900$101.0M0.94%
Capital Fund Management S.A.248,703$52.5M0.82%
Davidson Kempner Capital Management LP171,000$36.1M0.76%
Capital Group Private Client Services, Inc.133,189$28.1M0.33%
GTS Securities LLC129,285$27.3M0.86%
UniSuper Management Pty Ltd114,622$24.2M0.27%
Honeycomb Asset Management LP105,000$22.2M4.07%
Jupiter Asset Management Ltd91,158$19.3M0.21%
Abner Herrman & Brock LLC88,814$18.8M2.75%
Oribel Capital Management, LP77,500$16.4M1.53%
Point72 Middle East FZE61,953$13.1M0.73%
Edentree Asset Management Ltd51,440$10.9M3.73%
Bornite Capital Management LP50,000$10.6M2.04%
Kemnay Advisory Services Inc.41,592$8.79M3.86%
Martingale Asset Management L P39,823$8.41M0.16%
Bridgeway Capital Management, LLC37,880$8.00M0.19%
HRT Financial LP36,655$7.74M0.07%
Clear Street LLC35,800$7.56M0.18%
Payden & Rygel35,800$7.56M0.53%
Selective Wealth Management, Inc.34,527$7.35M3.67%
Chiron Investment Management, LLC33,115$7.00M1.96%
Portside Wealth Group, LLC32,686$6.91M1.28%
Mizuho Markets Cayman LP31,927$6.74M1.31%
Nemes Rush Group LLC31,717$6.70M1.18%
Eisler Capital (UK) Ltd.30,065$6.35M0.68%
Wolverine Trading, LLC26,271$5.53M0.07%
Seven Eight Capital, LP21,734$4.59M0.76%
St Germain D J Co Inc21,210$4.48M0.24%
Financial Enhancement Group LLC19,677$4.34M0.80%
EA Series Trust19,222$4.06M0.14%
Boothbay Fund Management, LLC18,226$3.85M0.13%
Univest Financial Corp17,684$3.74M1.13%
FORA Capital, LLC17,442$3.68M0.52%
Jump Financial, LLC15,963$3.37M0.12%
Zweig-DiMenna Associates LLC15,725$3.32M0.45%
Edgestream Partners, L.P.15,425$3.26M0.29%
Neo Ivy Capital Management14,892$3.15M1.66%
Smithbridge Asset Management Inc14,872$3.14M0.74%
Asio Capital, LLC14,228$3.01M0.74%
TKG Advisors, LLC14,035$2.97M1.93%
Icon Advisers Inc12,900$2.73M0.69%
Dynamic Technology Lab Private Ltd12,865$2.72M0.34%
Patton Fund Management, Inc.12,561$2.65M0.78%
Centre Asset Management, LLC11,908$2.52M0.56%
WCG Wealth Advisors LLC11,730$2.48M0.29%
Investment Management Corp of Ontario10,503$2.22M0.09%
Virtu Financial LLC10,352$2.19M0.17%
Crestline Management, LP10,241$2.16M0.24%
Cornercap Investment Counsel Inc10,009$2.11M0.37%
Cipher Capital LP9,651$2.04M0.35%
XTX Topco Ltd9,311$1.97M0.35%
iA Global Asset Management Inc.9,049$1.91M0.05%
G&S Capital LLC8,919$1.88M0.91%
Charter Trust Co8,413$1.78M0.14%
Beck Capital Management, LLC8,317$1.76M0.69%
Lazari Capital Management, Inc.8,223$1.74M0.98%
IronBridge Private Wealth, LLC8,177$1.73M0.97%
DRW Securities, LLC8,118$1.72M0.13%
South Dakota Investment Council7,900$1.67M0.03%
Beck Bode, LLC7,897$1.67M0.41%
Cunning Capital Partners, LP0$1.58M1.00%
Wintrust Investments LLC7,423$1.57M0.16%
FOCUS Wealth Advisors, LLC7,317$1.55M1.05%
Absoluto Partners Gestao de Recursos Ltda7,121$1.50M0.65%
Camarda Financial Advisors, LLC6,568$1.39M0.69%
Northwest Bank & Trust Co6,377$1.35M1.30%
Cynosure Management, LLC6,220$1.31M0.40%
InTrack Investment Management Inc6,073$1.28M1.05%
Sanders Morris Harris LLC6,061$1.28M0.28%
Absolute Capital Management, LLC6,001$1.27M1.17%
Y-Intercept (Hong Kong) Ltd5,671$1.20M0.13%
Eastover Investment Advisors LLC5,576$1.18M0.63%
Sciencast Management LP5,481$1.16M0.94%
Kingswood Wealth Advisors, LLC5,396$1.14M0.36%
MRP Capital Investments, LLC5,377$1.14M1.11%
Okabena Investment Services Inc5,154$1.09M0.80%
Fox Run Management, L.L.C.5,018$1.06M0.30%
Peterson Wealth Management4,692$991.2K0.79%
Ascension Asset Management LLC4,690$990.8K0.61%
Legacy Capital Group California, Inc.4,661$984.7K0.41%
Coastline Trust Co4,448$939.7K0.13%
Dark Forest Capital Management LP4,123$871.0K0.09%
Campbell & CO Investment Adviser LLC3,987$842.3K0.15%
Virtus ETF Advisers LLC3,916$827.3K0.49%
Maven Securities LTD3,916$827.3K0.12%
Winton Group Ltd3,866$816.7K0.07%
Lokken Investment Group LLC3,578$755.9K0.49%
Charles Carroll Financial Partners, LLC3,500$739.4K0.94%
Friedenthal Financial3,281$693.1K0.46%
ORG Partners LLC3,127$660.6K0.11%
Probity Advisors, Inc.3,097$654.3K0.14%
Diametric Capital, LP3,012$636.3K0.28%
Bridgefront Capital, LLC2,937$620.5K0.34%
Del-Sette Capital Management, LLC2,936$620.3K0.59%
Sherbrooke Park Advisers LLC2,900$612.7K0.32%
QCM Cayman, Ltd.2,869$606.1K3.56%

Sold out (99)

Institutions that held Salesforce, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of CRM in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Third Point LLCSuperinvestorThird Point800,000$159.8M
First Republic Investment Management, Inc.744,071$148.7M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners557,412$111.4M
Holocene Advisors, LP528,811$105.6M
Alyeska Investment Group, L.P.451,023$90.1M
PointState Capital LP340,882$68.1M
Twinbeech Capital LP308,003$61.5M
Appaloosa LPSuperinvestorAppaloosa290,000$57.9M
Coatue Management LLCSuperinvestorCoatue Management279,723$55.9M
Senator Investment Group LP200,000$40.0M
Soros Fund Management LLCSuperinvestorSoros Fund Management170,029$34.0M
Greenlea Lane Capital Management, LLC119,595$23.9M
Rheos Capital Works Inc.112,600$22.5M
Twin Tree Management, LP109,612$21.9M
Nishkama Capital, LLC78,654$15.7M
Soros Capital Management LLC75,500$15.1M
Ardmore Road Asset Management LP75,000$15.0M
Walleye Capital LLC74,944$15.0M
LMR Partners LLP64,126$12.8M
Sandler Capital Management52,870$10.6M
Parallax Volatility Advisers, L.P.48,291$9.65M
Ogborne Capital Management, LLC40,000$7.99M
Pearl River Capital, LLC36,186$7.23M
Tiger Management L.L.C.33,700$6.73M
Level Four Advisory Services, LLC31,318$6.26M
Caxton Associates LP30,512$6.10M
Discovery Capital Management, LLC26,200$5.23M
Alight Capital Management LP25,000$4.99M
Metavasi Capital LP25,000$4.99M
Tairen Capital Ltd22,726$4.54M
JGP Global Gestao de Recursos Ltda.12,900$4.45M
Cobalt Capital Management, Inc.21,000$4.20M
Global Endowment Management, LP19,453$3.89M
Caz Investments LP12,800$2.56M
Krilogy Financial LLC8,347$1.67M
DoubleLine ETF Adviser LP7,506$1.50M
Islet Management, LP7,500$1.50M
Van Hulzen Asset Management, LLC7,114$1.42M
Alpha DNA Investment Management LLC6,963$1.39M
Ardsley Advisory Partners LP6,000$1.20M
Fortis Capital Management LLC5,459$1.09M
Compass Financial Advisors LLC5,199$1.04M
Ycg, LLC5,076$1.01M
Fund 1 Investments, LLC5,000$998.9K
M Holdings Securities, Inc.4,889$976.0K
Marex Group plc4,666$932.2K
Blueshift Asset Management, LLC4,475$894.0K
Lavaca Capital LLC5,000$839.9K
Brasada Capital Management, LP4,000$799.1K
High Net Worth Advisory Group LLC3,870$773.1K
Duality Advisers, LP3,600$719.2K
Ulysses Management LLC3,000$599.3K
Aspen Wealth Strategies, LLC2,546$508.7K
M&G Investment Management Ltd2,256$451.2K
Waterloo Capital, L.P.2,153$430.1K
Garner Asset Management Corp2,144$428.0K
Tolleson Wealth Management, Inc.2,129$425.0K
Adviser Investments LLC2,073$414.1K
Kerrisdale Advisers, LLC1,955$390.6K
Chiron Capital Management, LLC1,900$379.6K
IFG Advisory, LLC1,869$373.4K
Karani Asset Management LLC1,869$373.4K
Summit Wealth & Retirement Planning, Inc.1,851$369.8K
All Season Financial Advisors, Inc.1,813$362.2K
National Wealth Management Group, LLC1,681$339.2K
Barden Capital Management, Inc.1,622$324.0K
Childress Capital Advisors, LLC1,515$302.7K
Tufton Capital Management1,450$289.7K
RNC Capital Management LLC1,429$285.0K
Eisler Capital (US) LLC1,402$280.1K
Halbert Hargrove Global Advisors, LLC1,342$268.1K
Camelot Portfolios, LLC1,305$260.8K
J. Goldman & Co LP1,277$255.1K
Stevens Capital Management LP1,277$255.0K
Successful Portfolios LLC1,197$239.1K
LexAurum Advisors, LLC1,173$234.3K
Capital Advisory Group Advisory Services, LLC1,121$224.0K
Channel Wealth LLC1,114$222.6K
MGO Private Wealth, LLC1,079$215.6K
Gill Capital Partners, LLC1,064$212.6K
Gratus Capital LLC1,058$211.4K
Capital Asset Advisory Services LLC1,030$205.8K
Compton Capital Management Inc1,005$200.8K
ASB Consultores, LLC1,003$200.4K
Capula Management Ltd958$191.4K
HighMark Wealth Management LLC639$127.7K
Mach-1 Financial Group, Inc.496$99.1K
Ameliora Wealth Management Ltd.268$53.5K
WealthPlan Investment Management, LLC224$44.8K
CarsonAllaria Wealth Management, Ltd.130$26.0K
Graham Capital Wealth Management, LLC117$23.4K
Old North State Trust, LLC114$23.0K
Schubert & Co67$13.4K
Grey Fox Wealth Advisors, LLC61$12.2K
Fortis Capital Advisors, LLC55$11.0K
Sageworth Trust Co40$7.99K
Syverson Strege & Co28$5.59K
Milestone Investment Advisors LLC7$1.40K
James Investment Research Inc5$1.00K

Not filed for Q2 2023 yet (15)

Institutions that held Salesforce, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Cooper Investors Pty Ltd336,314$67.2M
Avalon Investment & Advisory75,611$15.1M
Stonnington Group, LLC7,500$1.46M
Asset Management Corp5,126$1.02M
Parsec Financial Management, Inc.5,061$1.01M
ETF Managers Group, LLC3,398$678.9K
Coppell Advisory Solutions Corp.3,382$664.9K
Strata Wealth Advisors, LLC3,265$652.3K
True Capital Management2,672$533.8K
HighTower Trust Services, LTA2,703$468.1K
Kula Investments, LLC1,851$369.8K
Andesa Financial Management Inc.5,003$362.2K
Cerro Pacific Wealth Advisors LLC1,624$324.4K
Householder Group Estate & Retirement Specialist, LLC499$100.0K
Ahrens Investment Partners LLC200$40.0K