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 |
|---|---|---|---|---|---|
| Huntington National Bank | 175,092 | $37.0M | 0.34% | +37,640+27.4% | Added |
| Scotia Capital Inc. | 174,928 | $37.0M | 0.25% | −631−0.4% | Reduced |
| Aureus Asset Management, LLC | 172,607 | $36.5M | 2.73% | −6,509−3.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 172,406 | $36.4M | 0.99% | −1,735−1.0% | Reduced |
| Davidson Kempner Capital Management LP | 171,000 | $36.1M | 0.76% | +171,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 170,745 | $36.1M | 0.28% | +1,220+0.7% | Added |
| Long Path Partners LP | 170,211 | $36.0M | 15.82% | −25,667−13.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 170,055 | $35.9M | 0.44% | +300+0.2% | Added |
| Crestwood Advisors Group LLC | 169,848 | $35.9M | 1.13% | +19,440+12.9% | Added |
| CIBC World Markets Inc. | 169,380 | $35.8M | 0.12% | +31,149+22.5% | Added |
| Brown Advisory Inc | 168,554 | $35.6M | 0.06% | −3,744−2.2% | Reduced |
| Coronation Fund Managers Ltd. | 167,127 | $35.3M | 0.95% | −183,603−52.3% | Reduced |
| Heritage Investors Management Corp | 166,558 | $35.2M | 1.41% | −348−0.2% | Reduced |
| Lannebo Fonder AB | 165,000 | $35.1M | 4.94% | 00.0% | Unchanged |
| Natixis Investment Managers International | 164,945 | $34.8M | 2.58% | −49,205−23.0% | Reduced |
| Hantz Financial Services, Inc. | 163,497 | $34.5M | 0.86% | −26,671−14.0% | Reduced |
| Utah Retirement Systems | 162,532 | $34.3M | 0.48% | −9,000−5.2% | Reduced |
| Hollencrest Capital Management | 161,483 | $34.1M | 3.54% | −202−0.1% | Reduced |
| USS Investment Management Ltd | 160,599 | $33.9M | 0.40% | +1,741+1.1% | Added |
| ExodusPoint Capital Management, LP | 160,280 | $33.9M | 0.40% | +131,968+466.1% | Added |
| Polar Asset Management Partners Inc. | 160,000 | $33.8M | 0.67% | +116,500+267.8% | Added |
| Pinnacle Financial Partners Inc | 158,403 | $33.5M | 0.84% | +4,664+3.0% | Added |
| Kempen Capital Management N.V. | 157,925 | $33.4M | 0.60% | +2,313+1.5% | Added |
| Connectus Wealth, LLC | 157,527 | $33.3M | 0.77% | +19,925+14.5% | Added |
| Tudor Investment Corp Et Al | 157,391 | $33.3M | 0.54% | +153,262+3,711.8% | Added |
| Becker Capital Management Inc | 154,780 | $32.7M | 1.24% | −3,677−2.3% | Reduced |
| New York Life Investment Management LLC | 154,039 | $32.5M | 0.34% | −3,298−2.1% | Reduced |
| Renaissance Group LLC | 149,494 | $31.6M | 1.36% | −1,110−0.7% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $30.7M | 2.56% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 142,448 | $30.1M | 3.87% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 142,141 | $30.0M | 0.44% | +15,099+11.9% | Added |
| Yousif Capital Management, LLC | 142,063 | $30.0M | 0.36% | −338−0.2% | Reduced |
| Morningstar Investment Services LLC | 142,084 | $30.0M | 0.39% | −2,839−2.0% | Reduced |
| Mutual of America Capital Management LLC | 140,839 | $29.8M | 0.34% | −2,241−1.6% | Reduced |
| Capital International Inc | 137,908 | $29.1M | 0.53% | +101,941+283.4% | Added |
| O'Neil Global Advisors, Inc. | 136,685 | $28.9M | 5.99% | +90,442+195.6% | Added |
| Regions Financial Corp | 134,721 | $28.5M | 0.25% | +1,681+1.3% | Added |
| Baader Bank INC | 134,303 | $28.4M | 2.46% | −6,710−4.8% | Reduced |
| Capital Group Private Client Services, Inc. | 133,189 | $28.1M | 0.33% | +133,189 | New |
| SG Americas Securities, LLC | 132,469 | $28.0M | 0.24% | +73,703+125.4% | Added |
| Federation des caisses Desjardins du Quebec | 130,956 | $27.7M | 0.27% | +72,310+123.3% | Added |
| M&T Bank Corp | 130,573 | $27.6M | 0.10% | −5,061−3.7% | Reduced |
| Alberta Investment Management Corp | 129,997 | $27.5M | 0.26% | +9,333+7.7% | Added |
| Glenmede Trust Co NA | 136,999 | $27.4M | 0.16% | 00.0% | Unchanged |
| GTS Securities LLC | 129,285 | $27.3M | 0.86% | +129,285 | New |
| Franklin Street Advisors Inc | 128,893 | $27.2M | 2.31% | +18,947+17.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 127,624 | $27.0M | 0.12% | +6,305+5.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 125,208 | $26.5M | 0.63% | +46,457+59.0% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 125,000 | $26.4M | 1.41% | −15,000−10.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 124,663 | $26.4M | 0.34% | +9,271+8.0% | Added |
| Virginia Retirement Systems Et Al | 122,401 | $25.9M | 0.25% | +114,700+1,489.4% | Added |
| Pacer Advisors, Inc. | 121,956 | $25.8M | 0.10% | −9,092−6.9% | Reduced |
| Tocqueville Asset Management L.P. | 121,731 | $25.7M | 0.46% | −703−0.6% | Reduced |
| State of Alaska, Department of Revenue | 121,325 | $25.6M | 0.31% | −16,463−11.9% | Reduced |
| Erste Asset Management GmbH | 121,756 | $25.6M | 0.45% | +6,951+6.1% | Added |
| Stephens Inc | 120,702 | $25.5M | 0.46% | −4,410−3.5% | Reduced |
| Silvant Capital Management LLC | 120,010 | $25.4M | 1.43% | +3,143+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 118,638 | $25.1M | 0.34% | −10,466−8.1% | Reduced |
| Cetera Advisor Networks LLC | 118,495 | $25.0M | 0.17% | +1,850+1.6% | Added |
| Guinness Asset Management LTD | 118,045 | $24.9M | 0.58% | +7,819+7.1% | Added |
| Guggenheim Capital LLC | 117,250 | $24.8M | 0.20% | −2,340−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 116,993 | $24.7M | 0.13% | −737−0.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 116,708 | $24.7M | 0.81% | +6,851+6.2% | Added |
| Czech National Bank | 115,897 | $24.5M | 0.56% | −1,935−1.6% | Reduced |
| Steel Peak Wealth Management LLC | 114,980 | $24.3M | 1.46% | −8,496−6.9% | Reduced |
| CIBC World Markets Corp | 114,737 | $24.2M | 0.20% | −7,741−6.3% | Reduced |
| MayTech Global Investments, LLC | 114,719 | $24.2M | 4.80% | +15,944+16.1% | Added |
| UniSuper Management Pty Ltd | 114,622 | $24.2M | 0.27% | +114,622 | New |
| Howard Capital Management Group, LLC | 112,882 | $23.8M | 2.22% | −125−0.1% | Reduced |
| Cresset Asset Management, LLC | 111,904 | $23.6M | 0.17% | +81,338+266.1% | Added |
| CWM, LLC | 108,533 | $22.9M | 0.14% | +2,187+2.1% | Added |
| Prio Wealth Limited Partnership | 108,144 | $22.8M | 0.82% | −127,781−54.2% | Reduced |
| Akaris Global Partners, LP | 107,500 | $22.7M | 5.95% | −2,200−2.0% | Reduced |
| Nissay Asset Management Corp | 107,177 | $22.6M | 0.20% | −188,126−63.7% | Reduced |
| Greenleaf Trust | 106,785 | $22.6M | 0.24% | −6,392−5.6% | Reduced |
| Gulf International Bank (UK) Ltd | 105,387 | $22.3M | 0.55% | −30,821−22.6% | Reduced |
| Honeycomb Asset Management LP | 105,000 | $22.2M | 4.07% | +105,000 | New |
| Sycomore Asset Management | 104,058 | $22.1M | 5.16% | −9,366−8.3% | Reduced |
| Factory Mutual Insurance Co | 104,300 | $22.0M | 0.33% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 103,603 | $21.9M | 0.23% | −16,096−13.4% | Reduced |
| Orion Portfolio Solutions, LLC | 103,603 | $21.9M | 0.23% | −16,096−13.4% | Reduced |
| Thomasville National Bank | 103,276 | $21.8M | 2.08% | +917+0.9% | Added |
| TCTC Holdings, LLC | 101,697 | $21.5M | 0.86% | +850+0.8% | Added |
| Crossmark Global Holdings, Inc. | 95,096 | $21.5M | 0.46% | +46,399+95.3% | Added |
| NS Partners Ltd | 101,407 | $21.4M | 1.13% | −396−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 101,368 | $21.4M | 1.37% | −6,042−5.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100,932 | $21.3M | 0.32% | +3,973+4.1% | Added |
| AE Wealth Management LLC | 99,408 | $21.0M | 0.13% | +3,316+3.5% | Added |
| Chilton Capital Management LLC | 98,675 | $20.8M | 1.15% | +5,221+5.6% | Added |
| Light Street Capital Management, LLC | 98,495 | $20.8M | 5.51% | −18,305−15.7% | Reduced |
| Whittier Trust Co | 97,678 | $20.6M | 0.36% | +25,765+35.8% | Added |
| Davidson Investment Advisors | 97,632 | $20.6M | 1.30% | −382−0.4% | Reduced |
| Cetera Advisors LLC | 97,075 | $20.5M | 0.32% | +1,839+1.9% | Added |
| Cubist Systematic Strategies, LLC | 96,570 | $20.4M | 0.23% | +96,200+26,000.0% | Added |
| Tiaa, FSB | 96,035 | $20.3M | 0.07% | +8,407+9.6% | Added |
| Atria Investments LLC | 95,952 | $20.3M | 0.37% | +7,348+8.3% | Added |
| Braun Stacey Associates Inc | 95,634 | $20.2M | 0.94% | −67,740−41.5% | Reduced |
| Wesbanco Bank Inc | 95,588 | $20.2M | 0.85% | −8,183−7.9% | Reduced |
| Bank of Nova Scotia | 94,536 | $20.0M | 0.05% | +4,337+4.8% | Added |
| Kestra Advisory Services, LLC | 93,981 | $19.9M | 0.20% | +5,861+6.7% | Added |