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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $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, 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 |
|---|---|---|---|---|---|
| Milestone Resources Group Ltd | 324,518 | $68.6M | 3.35% | 00.0% | Unchanged |
| Employees Provident Fund Board | 323,859 | $68.4M | 1.62% | +8,913+2.8% | Added |
| Alua Capital Management LP | 321,955 | $68.0M | 4.67% | −278,100−46.3% | Reduced |
| Retirement Systems of Alabama | 317,509 | $67.1M | 0.30% | −158,063−33.2% | Reduced |
| Primecap Management Co | 315,400 | $66.6M | 0.06% | −63,000−16.6% | Reduced |
| HighTower Advisors, LLC | 315,958 | $66.6M | 0.13% | +19,385+6.5% | Added |
| Immersion Capital LLP | 315,170 | $66.6M | 22.27% | −59,790−15.9% | Reduced |
| Rafferty Asset Management, LLC | 310,891 | $65.7M | 0.37% | +57,845+22.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 319,807 | $65.3M | 2.03% | +308,237+2,664.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 308,251 | $65.1M | 1.57% | −25,000−7.5% | Reduced |
| Squarepoint Ops LLC | 308,023 | $65.1M | 0.36% | +85,825+38.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 307,428 | $64.9M | 3.15% | −17,755−5.5% | Reduced |
| Employees Retirement System of Texas | 305,000 | $64.4M | 0.88% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 304,805 | $64.4M | 0.26% | −26,403−8.0% | Reduced |
| Mairs & Power Inc | 303,841 | $64.2M | 0.70% | −127,607−29.6% | Reduced |
| Cerity Partners LLC | 301,028 | $63.6M | 0.25% | +22,526+8.1% | Added |
| Pinebridge Investments, L.P. | 300,405 | $63.5M | 0.68% | −2,970−1.0% | Reduced |
| RV Capital GmbH | 298,543 | $63.1M | 20.57% | −4,700−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 295,116 | $62.4M | 0.11% | −5,075−1.7% | Reduced |
| Polar Capital Holdings Plc | 294,656 | $62.2M | 0.43% | −93,953−24.2% | Reduced |
| Compagnie Lombard Odier SCmA | 289,604 | $61.2M | 1.71% | −29,501−9.2% | Reduced |
| American International Group, Inc. | 289,379 | $61.1M | 0.37% | −7,317−2.5% | Reduced |
| Arizona State Retirement System | 285,846 | $60.4M | 0.49% | +12,804+4.7% | Added |
| Teacher Retirement System of Texas | 284,867 | $60.2M | 0.40% | +35,373+14.2% | Added |
| Calamos Advisors LLC | 284,600 | $60.1M | 0.31% | +1410.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 284,521 | $60.1M | 0.92% | +16,492+6.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,221 | $59.2M | 0.26% | +75,086+36.6% | Added |
| Valiant Capital Management, L.P. | 278,036 | $58.7M | 8.36% | −42,900−13.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 277,630 | $58.7M | 3.05% | −54,114−16.3% | Reduced |
| MetLife Investment Management | 277,596 | $58.6M | 0.43% | +12,071+4.5% | Added |
| ING Groep NV | 274,875 | $58.1M | 0.44% | −47,295−14.7% | Reduced |
| Mackenzie Financial Corp | 271,473 | $57.5M | 0.09% | −402,412−59.7% | Reduced |
| Mar Vista Investment Partners LLC | 269,480 | $56.9M | 2.38% | −13,568−4.8% | Reduced |
| State of Michigan Retirement System | 269,243 | $56.9M | 0.35% | −5,400−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 266,148 | $56.2M | 0.11% | −1,296−0.5% | Reduced |
| Bristol John W & Co Inc | 263,930 | $55.8M | 1.06% | −1,613−0.6% | Reduced |
| Moore Capital Management, LP | 260,243 | $55.0M | 1.34% | +138,899+114.5% | Added |
| Amalgamated Bank | 256,543 | $54.2M | 0.44% | −2,223−0.9% | Reduced |
| Ossiam | 255,562 | $54.0M | 0.97% | −306,576−54.5% | Reduced |
| Carmignac Gestion | 253,490 | $53.6M | 0.92% | −485,203−65.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 252,147 | $53.3M | 0.51% | −31,211−11.0% | Reduced |
| 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 |
| Junto Capital Management LP | 251,991 | $53.2M | 1.35% | +52,180+26.1% | Added |
| Nicholas Company, Inc. | 250,430 | $52.9M | 1.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 248,703 | $52.5M | 0.82% | +248,703 | New |
| CIBC Asset Management Inc | 247,619 | $52.3M | 0.21% | +62,116+33.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 244,700 | $51.7M | 0.23% | +222,500+1,002.3% | Added |
| Fred Alger Management, LLC | 244,062 | $51.6M | 0.26% | −53,383−17.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 242,206 | $51.2M | 0.30% | −14,742−5.7% | Reduced |
| Ami Asset Management Corp | 238,217 | $50.3M | 3.00% | −2,012−0.8% | Reduced |
| Hyperion Asset Management Ltd | 236,704 | $50.0M | 2.25% | −28,830−10.9% | Reduced |
| Two Sigma Advisers, LP | 235,331 | $49.7M | 0.13% | −490,300−67.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 232,460 | $49.1M | 0.85% | +9,353+4.2% | Added |
| Bartlett & Co. LLC | 232,460 | $49.1M | 0.85% | +9,353+4.2% | Added |
| Banco Santander, S.A. | 229,974 | $48.6M | 0.64% | −3,237−1.4% | Reduced |
| Magellan Asset Management Ltd | 225,553 | $47.7M | 0.42% | +514+0.2% | Added |
| Motley Fool Wealth Management, LLC | 224,643 | $47.5M | 2.80% | −4,740−2.1% | Reduced |
| Daiwa Securities Group Inc. | 153,619 | $47.5M | 0.31% | −1,113−0.7% | Reduced |
| Forsta Ap-Fonden | 224,747 | $47.5M | 0.51% | +3,700+1.7% | Added |
| La Banque Postale Asset Management SA | 222,229 | $46.9M | 1.11% | +26,274+13.4% | Added |
| King Luther Capital Management Corp | 221,955 | $46.9M | 0.23% | −2,139−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 220,190 | $46.5M | 0.34% | +5,588+2.6% | Added |
| Assenagon Asset Management S.A. | 217,640 | $46.0M | 0.18% | −1,059,987−83.0% | Reduced |
| Federated Hermes, Inc. | 216,565 | $45.8M | 0.11% | +110,901+105.0% | Added |
| Henshaw Capital LLC | 216,400 | $45.7M | 2.62% | −24,000−10.0% | Reduced |
| Gateway Investment Advisers LLC | 212,101 | $44.8M | 0.53% | −52,529−19.8% | Reduced |
| Oppenheimer Asset Management Inc. | 210,176 | $44.4M | 0.65% | −34,218−14.0% | Reduced |
| Windward Capital Management Co | 210,025 | $44.4M | 4.01% | −929−0.4% | Reduced |
| Chicago Capital, LLC | 209,033 | $44.2M | 1.99% | −64,176−23.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 208,296 | $44.0M | 0.22% | +189,346+999.2% | Added |
| Janney Montgomery Scott LLC | 207,366 | $43.8M | 0.15% | +13,759+7.1% | Added |
| Kinetic Partners Management, LP | 207,000 | $43.7M | 4.43% | −106,300−33.9% | Reduced |
| Texas Permanent School Fund | 205,309 | $43.4M | 0.40% | −3,174−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 204,973 | $43.3M | 0.52% | −52,274−20.3% | Reduced |
| EULAV Asset Management | 203,400 | $43.0M | 1.60% | −36,000−15.0% | Reduced |
| NZS Capital, LLC | 203,351 | $43.0M | 2.15% | −175,720−46.4% | Reduced |
| Creative Planning | 202,501 | $42.8M | 0.06% | −4,671−2.3% | Reduced |
| TenCore Partners, LP | 202,445 | $42.8M | 11.13% | −11,935−5.6% | Reduced |
| Summitry LLC | 201,840 | $42.6M | 2.69% | −3,210−1.6% | Reduced |
| Hudson Bay Capital Management LP | 201,780 | $42.6M | 0.43% | +51,780+34.5% | Added |
| TownSquare Capital, LLC | 201,026 | $42.5M | 0.78% | −44,849−18.2% | Reduced |
| Xponance, Inc. | 199,885 | $42.2M | 0.56% | +49,934+33.3% | Added |
| IFM Investors Pty Ltd | 199,383 | $42.1M | 0.55% | +11,472+6.1% | Added |
| Mogy Joel R Investment Counsel Inc | 197,796 | $41.8M | 3.32% | +3,580+1.8% | Added |
| Petrus Trust Company, LTA | 189,300 | $40.0M | 4.50% | −90,000−32.2% | Reduced |
| D. E. Shaw & Co., Inc. | 186,221 | $39.3M | 0.06% | −185,230−49.9% | Reduced |
| Baird Financial Group, Inc. | 185,727 | $39.2M | 0.10% | −57,276−23.6% | Reduced |
| Pictet & Cie (Europe) SA | 185,685 | $39.2M | 1.33% | +63,520+52.0% | Added |
| RMB Capital Management, LLC | 184,634 | $39.0M | 1.28% | +10,432+6.0% | Added |
| Vontobel Holding Ltd. | 184,422 | $39.0M | 0.34% | +4,506+2.5% | Added |
| Mariner, LLC | 183,605 | $38.8M | 0.10% | −53,875−22.7% | Reduced |
| Rokos Capital Management LLP | 181,258 | $38.6M | 0.78% | +167,175+1,187.1% | Added |
| Crosslink Capital Inc | 182,275 | $38.5M | 6.36% | +14,850+8.9% | Added |
| Ofi Invest Asset Management | 181,974 | $38.4M | 1.53% | −37,089,782−99.5% | Reduced |
| WestEnd Advisors, LLC | 181,875 | $38.4M | 1.13% | – | – |
| Obermeyer Wood Investment Counsel, LLLP | 180,560 | $38.1M | 2.74% | −6,062−3.2% | Reduced |
| Worldquant Millennium Advisors LLC | 179,979 | $38.0M | 0.64% | −177,946−49.7% | Reduced |
| The PNC Financial Services Group, Inc. | 177,981 | $37.6M | 0.03% | +4,489+2.6% | Added |
| Alta Park Capital, LP | 177,471 | $37.5M | 4.23% | −33,576−15.9% | Reduced |
| Financial Counselors Inc | 175,530 | $37.1M | 0.75% | −178−0.1% | Reduced |