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, 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
- 2,300
- +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
- 883 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 177,981 | $37.6M | 0.03% | +4,489+2.6% | Added |
| Worldquant Millennium Advisors LLC | 179,979 | $38.0M | 0.64% | −177,946−49.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 180,560 | $38.1M | 2.74% | −6,062−3.2% | Reduced |
| WestEnd Advisors, LLC | 181,875 | $38.4M | 1.13% | – | – |
| Ofi Invest Asset Management | 181,974 | $38.4M | 1.53% | −37,089,782−99.5% | Reduced |
| Crosslink Capital Inc | 182,275 | $38.5M | 6.36% | +14,850+8.9% | Added |
| Rokos Capital Management LLP | 181,258 | $38.6M | 0.78% | +167,175+1,187.1% | Added |
| Mariner, LLC | 183,605 | $38.8M | 0.10% | −53,875−22.7% | Reduced |
| Vontobel Holding Ltd. | 184,422 | $39.0M | 0.34% | +4,506+2.5% | Added |
| RMB Capital Management, LLC | 184,634 | $39.0M | 1.28% | +10,432+6.0% | Added |
| Pictet & Cie (Europe) SA | 185,685 | $39.2M | 1.33% | +63,520+52.0% | Added |
| Baird Financial Group, Inc. | 185,727 | $39.2M | 0.10% | −57,276−23.6% | Reduced |
| D. E. Shaw & Co., Inc. | 186,221 | $39.3M | 0.06% | −185,230−49.9% | Reduced |
| Petrus Trust Company, LTA | 189,300 | $40.0M | 4.50% | −90,000−32.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 197,796 | $41.8M | 3.32% | +3,580+1.8% | Added |
| IFM Investors Pty Ltd | 199,383 | $42.1M | 0.55% | +11,472+6.1% | Added |
| Xponance, Inc. | 199,885 | $42.2M | 0.56% | +49,934+33.3% | Added |
| TownSquare Capital, LLC | 201,026 | $42.5M | 0.78% | −44,849−18.2% | Reduced |
| Hudson Bay Capital Management LP | 201,780 | $42.6M | 0.43% | +51,780+34.5% | Added |
| Summitry LLC | 201,840 | $42.6M | 2.69% | −3,210−1.6% | Reduced |
| TenCore Partners, LP | 202,445 | $42.8M | 11.13% | −11,935−5.6% | Reduced |
| Creative Planning | 202,501 | $42.8M | 0.06% | −4,671−2.3% | Reduced |
| NZS Capital, LLC | 203,351 | $43.0M | 2.15% | −175,720−46.4% | Reduced |
| EULAV Asset Management | 203,400 | $43.0M | 1.60% | −36,000−15.0% | Reduced |
| Varma Mutual Pension Insurance Co | 204,973 | $43.3M | 0.52% | −52,274−20.3% | Reduced |
| Texas Permanent School Fund | 205,309 | $43.4M | 0.40% | −3,174−1.5% | Reduced |
| Kinetic Partners Management, LP | 207,000 | $43.7M | 4.43% | −106,300−33.9% | Reduced |
| Janney Montgomery Scott LLC | 207,366 | $43.8M | 0.15% | +13,759+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 208,296 | $44.0M | 0.22% | +189,346+999.2% | Added |
| Chicago Capital, LLC | 209,033 | $44.2M | 1.99% | −64,176−23.5% | Reduced |
| Windward Capital Management Co | 210,025 | $44.4M | 4.01% | −929−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 210,176 | $44.4M | 0.65% | −34,218−14.0% | Reduced |
| Gateway Investment Advisers LLC | 212,101 | $44.8M | 0.53% | −52,529−19.8% | Reduced |
| Henshaw Capital LLC | 216,400 | $45.7M | 2.62% | −24,000−10.0% | Reduced |
| Federated Hermes, Inc. | 216,565 | $45.8M | 0.11% | +110,901+105.0% | Added |
| Assenagon Asset Management S.A. | 217,640 | $46.0M | 0.18% | −1,059,987−83.0% | Reduced |
| Nisa Investment Advisors, LLC | 220,190 | $46.5M | 0.34% | +5,588+2.6% | Added |
| King Luther Capital Management Corp | 221,955 | $46.9M | 0.23% | −2,139−1.0% | Reduced |
| La Banque Postale Asset Management SA | 222,229 | $46.9M | 1.11% | +26,274+13.4% | Added |
| Forsta Ap-Fonden | 224,747 | $47.5M | 0.51% | +3,700+1.7% | Added |
| Daiwa Securities Group Inc. | 153,619 | $47.5M | 0.31% | −1,113−0.7% | Reduced |
| Motley Fool Wealth Management, LLC | 224,643 | $47.5M | 2.80% | −4,740−2.1% | Reduced |
| Magellan Asset Management Ltd | 225,553 | $47.7M | 0.42% | +514+0.2% | Added |
| Banco Santander, S.A. | 229,974 | $48.6M | 0.64% | −3,237−1.4% | Reduced |
| Bartlett & Co. LLC | 232,460 | $49.1M | 0.85% | +9,353+4.2% | Added |
| Bartlett & Co. Wealth Management LLC | 232,460 | $49.1M | 0.85% | +9,353+4.2% | Added |
| Two Sigma Advisers, LP | 235,331 | $49.7M | 0.13% | −490,300−67.6% | Reduced |
| Hyperion Asset Management Ltd | 236,704 | $50.0M | 2.25% | −28,830−10.9% | Reduced |
| Ami Asset Management Corp | 238,217 | $50.3M | 3.00% | −2,012−0.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 242,206 | $51.2M | 0.30% | −14,742−5.7% | Reduced |
| Fred Alger Management, LLC | 244,062 | $51.6M | 0.26% | −53,383−17.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 244,700 | $51.7M | 0.23% | +222,500+1,002.3% | Added |
| CIBC Asset Management Inc | 247,619 | $52.3M | 0.21% | +62,116+33.5% | Added |
| Capital Fund Management S.A. | 248,703 | $52.5M | 0.82% | +248,703 | New |
| Nicholas Company, Inc. | 250,430 | $52.9M | 1.01% | 00.0% | Unchanged |
| Junto Capital Management LP | 251,991 | $53.2M | 1.35% | +52,180+26.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 252,094 | $53.3M | 2.31% | +4,291+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 252,147 | $53.3M | 0.51% | −31,211−11.0% | Reduced |
| Carmignac Gestion | 253,490 | $53.6M | 0.92% | −485,203−65.7% | Reduced |
| Ossiam | 255,562 | $54.0M | 0.97% | −306,576−54.5% | Reduced |
| Amalgamated Bank | 256,543 | $54.2M | 0.44% | −2,223−0.9% | Reduced |
| Moore Capital Management, LP | 260,243 | $55.0M | 1.34% | +138,899+114.5% | Added |
| Bristol John W & Co Inc | 263,930 | $55.8M | 1.06% | −1,613−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 266,148 | $56.2M | 0.11% | −1,296−0.5% | Reduced |
| State of Michigan Retirement System | 269,243 | $56.9M | 0.35% | −5,400−2.0% | Reduced |
| Mar Vista Investment Partners LLC | 269,480 | $56.9M | 2.38% | −13,568−4.8% | Reduced |
| Mackenzie Financial Corp | 271,473 | $57.5M | 0.09% | −402,412−59.7% | Reduced |
| ING Groep NV | 274,875 | $58.1M | 0.44% | −47,295−14.7% | Reduced |
| MetLife Investment Management | 277,596 | $58.6M | 0.43% | +12,071+4.5% | Added |
| Locust Wood Capital Advisers, LLC | 277,630 | $58.7M | 3.05% | −54,114−16.3% | Reduced |
| Valiant Capital Management, L.P. | 278,036 | $58.7M | 8.36% | −42,900−13.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,221 | $59.2M | 0.26% | +75,086+36.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 284,521 | $60.1M | 0.92% | +16,492+6.2% | Added |
| Calamos Advisors LLC | 284,600 | $60.1M | 0.31% | +1410.0% | Added |
| Teacher Retirement System of Texas | 284,867 | $60.2M | 0.40% | +35,373+14.2% | Added |
| Arizona State Retirement System | 285,846 | $60.4M | 0.49% | +12,804+4.7% | Added |
| American International Group, Inc. | 289,379 | $61.1M | 0.37% | −7,317−2.5% | Reduced |
| Compagnie Lombard Odier SCmA | 289,604 | $61.2M | 1.71% | −29,501−9.2% | Reduced |
| Polar Capital Holdings Plc | 294,656 | $62.2M | 0.43% | −93,953−24.2% | Reduced |
| Advisor Group Holdings, Inc. | 295,116 | $62.4M | 0.11% | −5,075−1.7% | Reduced |
| RV Capital GmbH | 298,543 | $63.1M | 20.57% | −4,700−1.5% | Reduced |
| Pinebridge Investments, L.P. | 300,405 | $63.5M | 0.68% | −2,970−1.0% | Reduced |
| Cerity Partners LLC | 301,028 | $63.6M | 0.25% | +22,526+8.1% | Added |
| Mairs & Power Inc | 303,841 | $64.2M | 0.70% | −127,607−29.6% | Reduced |
| Impax Asset Management Group plc | 304,805 | $64.4M | 0.26% | −26,403−8.0% | Reduced |
| Employees Retirement System of Texas | 305,000 | $64.4M | 0.88% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 307,428 | $64.9M | 3.15% | −17,755−5.5% | Reduced |
| Squarepoint Ops LLC | 308,023 | $65.1M | 0.36% | +85,825+38.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 308,251 | $65.1M | 1.57% | −25,000−7.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 319,807 | $65.3M | 2.03% | +308,237+2,664.1% | Added |
| Rafferty Asset Management, LLC | 310,891 | $65.7M | 0.37% | +57,845+22.9% | Added |
| Immersion Capital LLP | 315,170 | $66.6M | 22.27% | −59,790−15.9% | Reduced |
| HighTower Advisors, LLC | 315,958 | $66.6M | 0.13% | +19,385+6.5% | Added |
| Primecap Management Co | 315,400 | $66.6M | 0.06% | −63,000−16.6% | Reduced |
| Retirement Systems of Alabama | 317,509 | $67.1M | 0.30% | −158,063−33.2% | Reduced |
| Alua Capital Management LP | 321,955 | $68.0M | 4.67% | −278,100−46.3% | Reduced |
| Employees Provident Fund Board | 323,859 | $68.4M | 1.62% | +8,913+2.8% | Added |
| Milestone Resources Group Ltd | 324,518 | $68.6M | 3.35% | 00.0% | Unchanged |
| Fifth Third Bancorp | 329,772 | $69.7M | 0.31% | +27,751+9.2% | Added |
| Man Group plc | 341,708 | $72.2M | 0.22% | – | – |