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 |
|---|---|---|---|---|---|
| SEI Investments Co | 1,088,247 | $229.9M | 0.40% | +297,171+37.6% | Added |
| DekaBank Deutsche Girozentrale | 1,092,673 | $231.9M | 0.52% | +30,481+2.9% | Added |
| AXA S.A. | 1,098,604 | $232.1M | 0.77% | +125,166+12.9% | Added |
| Natixis Advisors, L.P. | 1,119,624 | $236.5M | 0.73% | −53,328−4.5% | Reduced |
| Envestnet Asset Management Inc | 1,119,967 | $236.6M | 0.10% | +13,464+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,132,658 | $239.3M | 0.74% | −699,585−38.2% | Reduced |
| Citadel Advisors LLC | 1,136,229 | $240.0M | 0.27% | +849,894+296.8% | Added |
| Public Employees Retirement Association of Colorado | 1,170,728 | $247.3M | 1.18% | +70,442+6.4% | Added |
| 1832 Asset Management L.P. | 1,177,490 | $248.8M | 0.48% | +40,052+3.5% | Added |
| Alliancebernstein L.P. | 1,212,719 | $256.2M | 0.10% | −93,008−7.1% | Reduced |
| KBC Group NV | 1,224,723 | $258.7M | 1.06% | +20,211+1.7% | Added |
| Van Eck Associates Corp | 1,274,220 | $269.2M | 0.59% | +33,133+2.7% | Added |
| Jane Street Group, LLC | 1,300,640 | $274.8M | 0.37% | +1,115,296+601.7% | Added |
| DnB Asset Management AS | 1,315,609 | $277.9M | 1.60% | −534,043−28.9% | Reduced |
| Stifel Financial Corp | 1,366,291 | $288.6M | 0.39% | +32,012+2.4% | Added |
| Macquarie Group Ltd | 1,418,896 | $299.8M | 0.34% | +293,285+26.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,432,257 | $302.6M | 1.40% | +67,050+4.9% | Added |
| Schroder Investment Management Group | 1,509,761 | $319.0M | 0.46% | +145,501+10.7% | Added |
| Nordea Investment Management AB | 1,547,360 | $329.4M | 0.45% | +239,786+18.3% | Added |
| Principal Financial Group Inc | 1,566,227 | $330.9M | 0.23% | +25,551+1.7% | Added |
| National Pension Service | 1,599,705 | $336.6M | 0.54% | −26,194−1.6% | Reduced |
| New York State Common Retirement Fund | 1,604,730 | $339.0M | 0.43% | −118,853−6.9% | Reduced |
| Meritage Group LP | 1,609,852 | $340.1M | 9.48% | −796,536−33.1% | Reduced |
| California State Teachers Retirement System | 1,633,985 | $345.2M | 0.49% | −107,097−6.2% | Reduced |
| Prudential Financial Inc | 1,655,980 | $349.8M | 0.51% | +68,614+4.3% | Added |
| First Trust Advisors LP | 1,664,579 | $351.7M | 0.40% | +155,185+10.3% | Added |
| Ontario Teachers Pension Plan Board | 1,668,550 | $352.5M | 3.68% | +1,668,550 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,694,996 | $358.1M | 3.28% | −340,300−16.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,712,725 | $361.8M | 0.56% | −1,520,884−47.0% | Reduced |
| Generation Investment Management LLP | 1,751,062 | $369.9M | 1.79% | −620,991−26.2% | Reduced |
| Rhumbline Advisers | 1,838,135 | $388.3M | 0.43% | +21,237+1.2% | Added |
| Neuberger Berman Group LLC | 1,902,098 | $401.5M | 0.36% | +44,828+2.4% | Added |
| Farallon Capital Management, L.L.C. | 1,944,338 | $410.8M | 2.45% | −1,557,500−44.5% | Reduced |
| First Eagle Investment Management, LLC | 1,984,431 | $419.2M | 1.07% | −3,907−0.2% | Reduced |
| California Public Employees Retirement System | 1,994,430 | $421.3M | 0.36% | −605,434−23.3% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 2,008,076 | $424.2M | 9.16% | −522,907−20.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,035,856 | $430.1M | 0.94% | −34,387−1.7% | Reduced |
| Credit Suisse AG | 2,066,451 | $436.6M | 0.44% | −30,619−1.5% | Reduced |
| Massachusetts Financial Services Co | 2,069,239 | $437.1M | 0.14% | +104,735+5.3% | Added |
| Arrowstreet Capital, Limited Partnership | 2,085,077 | $440.5M | 0.54% | +582,376+38.8% | Added |
| Vulcan Value Partners, LLC | 2,108,013 | $445.4M | 5.59% | −325,962−13.4% | Reduced |
| Raymond James & Associates | 2,141,432 | $452.4M | 0.37% | +46,238+2.2% | Added |
| Putnam Investments LLC | 2,238,616 | $472.9M | 0.70% | +145,879+7.0% | Added |
| Bank of Montreal | 2,239,827 | $475.9M | 0.29% | +875,476+64.2% | Added |
| HSBC Holdings PLC | 2,315,042 | $489.7M | 0.52% | +321,497+16.1% | Added |
| Winslow Capital Management, LLC | 2,349,684 | $496.4M | 2.23% | +2,349,684 | New |
| Lazard Asset Management LLC | 2,437,079 | $514.9M | 0.63% | −848,325−25.8% | Reduced |
| Public Investment Fund | 2,650,225 | $559.9M | 1.44% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,687,945 | $567.7M | 0.18% | −71,876−2.6% | Reduced |
| BlueSpruce Investments, LP | 2,709,206 | $572.3M | 9.85% | −174,943−6.1% | Reduced |
| Sustainable Growth Advisers, LP | 2,731,891 | $577.1M | 2.74% | +151,124+5.9% | Added |
| American Century Companies Inc | 2,753,842 | $581.8M | 0.44% | +977,899+55.1% | Added |
| Dimensional Fund Advisors LP | 2,781,002 | $587.5M | 0.19% | +65,668+2.4% | Added |
| Independent Franchise Partners LLP | 2,892,873 | $611.1M | 5.11% | −1,040,384−26.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,960,559 | $625.4M | 0.49% | −378,922−11.3% | Reduced |
| FIL Ltd | 3,019,580 | $637.9M | 0.72% | −1,384,906−31.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,169,134 | $669.5M | 0.46% | −603,528−16.0% | Reduced |
| Barclays PLC | 3,196,861 | $675.4M | 0.44% | +1,449,633+83.0% | Added |
| Wells Fargo & Company | 3,432,368 | $725.1M | 0.21% | +31,095+0.9% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 3,486,309 | $736.5M | 11.45% | 00.0% | Unchanged |
| Swiss National Bank | 3,611,677 | $763.0M | 0.52% | −357,000−9.0% | Reduced |
| Clearbridge Investments, LLC | 3,627,812 | $766.4M | 0.69% | −185,851−4.9% | Reduced |
| Voya Investment Management LLC | 3,654,813 | $772.1M | 0.80% | −192,565−5.0% | Reduced |
| Deutsche Bank AG | 3,688,077 | $779.1M | 0.41% | −112,139−3.0% | Reduced |
| Pictet Asset Management SA | 3,838,276 | $810.9M | 0.96% | −1,273,798−24.9% | Reduced |
| UBS Group AG | 4,067,264 | $859.3M | 0.37% | +346,012+9.3% | Added |
| Manufacturers Life Insurance Company, The | 4,368,449 | $922.9M | 0.51% | −636,558−12.7% | Reduced |
| Franklin Resources Inc | 4,536,183 | $958.3M | 0.46% | +280,905+6.6% | Added |
| Invesco Ltd. | 4,710,851 | $995.2M | 0.26% | −77,095−1.6% | Reduced |
| Amundi | 4,833,874 | $1.02B | 0.52% | −794,526−14.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,056,476 | $1.07B | 2.01% | −2,657,994−34.5% | Reduced |
| Charles Schwab Investment Management Inc | 5,232,003 | $1.11B | 0.32% | −57,603−1.1% | Reduced |
| Goldman Sachs Group Inc | 5,963,325 | $1.26B | 0.32% | −627,021−9.5% | Reduced |
| Parnassus Investments | 6,038,992 | $1.28B | 2.96% | +53,314+0.9% | Added |
| Royal Bank of Canada | 6,232,902 | $1.32B | 0.37% | +3,231,622+107.7% | Added |
| Legal & General Group Plc | 6,592,493 | $1.39B | 0.45% | +141,653+2.2% | Added |
| Capital International Investors | 7,117,212 | $1.50B | 0.36% | +6,548,396+1,151.2% | Added |
| UBS Asset Management Americas Inc | 7,628,156 | $1.52B | 0.74% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 7,771,387 | $1.64B | 2.65% | −456,783−5.6% | Reduced |
| Polen Capital Management LLC | 7,912,495 | $1.67B | 4.14% | −2,602,169−24.7% | Reduced |
| Bank of New York Mellon Corp | 8,511,927 | $1.80B | 0.38% | −331,034−3.7% | Reduced |
| Bank of America Corp | 8,811,745 | $1.86B | 0.22% | −802,189−8.3% | Reduced |
| Jennison Associates LLC | 9,066,821 | $1.92B | 1.57% | +1,876,537+26.1% | Added |
| Nuveen Asset Management, LLC | 9,925,118 | $2.10B | 0.73% | +1,026,380+11.5% | Added |
| Northern Trust Corp | 11,073,672 | $2.34B | 0.45% | −790,547−6.7% | Reduced |
| Norges Bank | 11,260,304 | $2.38B | 0.47% | +270,466+2.5% | Added |
| Capital Research Global Investors | 11,306,042 | $2.39B | 0.64% | +865,001+8.3% | Added |
| Wellington Management Group LLP | 12,449,525 | $2.63B | 0.50% | −1,684,645−11.9% | Reduced |
| JPMorgan Chase & Co | 13,554,204 | $2.86B | 0.33% | +1,867,929+16.0% | Added |
| Fisher Asset Management, LLC | 13,889,156 | $2.93B | 1.62% | +376,989+2.8% | Added |
| Price T Rowe Associates Inc | 15,170,292 | $3.20B | 0.45% | −3,963,118−20.7% | Reduced |
| Geode Capital Management, LLC | 17,786,511 | $3.75B | 0.44% | +37,226+0.2% | Added |
| Capital World Investors | 19,242,436 | $4.07B | 0.78% | +4,458,227+30.2% | Added |
| Morgan Stanley | 19,558,959 | $4.13B | 0.41% | +896,395+4.8% | Added |
| FMR LLC | 37,874,759 | $8.00B | 0.67% | +1,517,037+4.2% | Added |
| State Street Corp | 45,653,307 | $9.64B | 0.51% | +143,962+0.3% | Added |
| BlackRock Inc. | 70,630,954 | $14.9B | 0.41% | +93,905+0.1% | Added |
| Vanguard Group Inc | 83,198,887 | $17.6B | 0.42% | +481,763+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Quilter Plc | 117,085 | – | – | +103,709+775.3% | Added |