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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; 2,491 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, Q3 2023

Institutional positions in Salesforce, Inc. as of Sep 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
2,294
+24 vs. Q2 2023
Shares held
764.9M
+638.7K (+0.1%) vs. Q2 2023
Total value
$155.1B
−$5.69B (−3.5%) vs. Q2 2023
New holders
152
949 more added
Sold out
128
882 more reduced

31 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,294 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ3 2023: $155.1B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2023.

Institutions holding CRM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc82,385,592$16.7B0.41%−813,295−1.0%Reduced
BlackRock Inc.70,804,060$14.4B0.41%+173,106+0.2%Added
State Street Corp44,171,190$8.96B0.50%−1,482,117−3.2%Reduced
FMR LLC36,070,985$7.31B0.63%−1,803,774−4.8%Reduced
Capital World Investors19,103,862$3.87B0.77%−138,574−0.7%Reduced
Geode Capital Management, LLC18,099,761$3.66B0.44%+313,250+1.8%Added
Morgan Stanley17,702,009$3.59B0.37%−1,856,950−9.5%Reduced
Price T Rowe Associates Inc15,397,261$3.12B0.46%+226,969+1.5%Added
JPMorgan Chase & Co14,744,971$2.99B0.35%+1,190,767+8.8%Added
Fisher Asset Management, LLC14,168,476$2.87B1.63%+279,320+2.0%Added
Wellington Management Group LLP12,322,767$2.50B0.50%−126,758−1.0%Reduced
Capital Research Global Investors11,327,169$2.30B0.63%+21,127+0.2%Added
Northern Trust Corp11,195,108$2.27B0.44%+121,436+1.1%Added
Norges Bank10,942,202$2.22B0.45%−318,102−2.8%Reduced
Nuveen Asset Management, LLC10,431,219$2.12B0.74%+506,101+5.1%Added
Bank of America Corp8,875,400$1.80B0.22%+63,655+0.7%Added
Jennison Associates LLC8,839,684$1.79B1.52%−227,137−2.5%Reduced
Capital International Investors7,772,642$1.58B0.40%+655,430+9.2%Added
Bank of New York Mellon Corp7,712,422$1.56B0.34%−799,505−9.4%Reduced
UBS Asset Management Americas Inc7,682,214$1.56B0.70%+54,058+0.7%Added
Polen Capital Management LLC7,660,386$1.55B4.08%−252,109−3.2%Reduced
Loomis Sayles & Co L P7,377,194$1.50B2.57%−394,193−5.1%Reduced
Royal Bank of Canada6,389,674$1.30B0.38%+156,772+2.5%Added
Legal & General Group Plc6,327,528$1.28B0.45%−264,965−4.0%Reduced
Parnassus Investments5,933,018$1.20B2.94%−105,974−1.8%Reduced
Goldman Sachs Group Inc5,879,661$1.19B0.30%−83,664−1.4%Reduced
Amundi5,376,285$1.10B0.54%+542,411+11.2%Added
Charles Schwab Investment Management Inc5,251,891$1.06B0.30%+19,888+0.4%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)4,694,685$952.0M1.86%−361,791−7.2%Reduced
Manufacturers Life Insurance Company, The4,678,330$948.7M0.55%+309,881+7.1%Added
Franklin Resources Inc4,019,898$815.2M0.41%−516,285−11.4%Reduced
Clearbridge Investments, LLC3,567,532$723.4M0.70%−60,280−1.7%Reduced
UBS Group AG3,563,972$722.7M0.33%−503,292−12.4%Reduced
ValueAct Holdings, L.P.SuperinvestorValueAct Capital3,486,309$707.0M15.88%00.0%Unchanged
Invesco Ltd.3,371,272$683.6M0.18%−1,339,579−28.4%Reduced
Wells Fargo & Company3,347,186$678.7M0.21%−85,182−2.5%Reduced
FIL Ltd3,246,399$658.3M0.78%+226,819+7.5%Added
American Century Companies Inc3,198,494$648.6M0.50%+444,652+16.1%Added
Pictet Asset Management Holding SA3,196,403$648.2M0.80%+3,196,403New
Swiss National Bank3,132,877$635.3M0.50%−478,800−13.3%Reduced
Ameriprise Financial Inc3,090,165$626.5M0.21%+402,220+15.0%Added
BlueSpruce Investments, LP2,952,995$598.8M10.91%+243,789+9.0%Added
Deutsche Bank AG2,901,180$588.3M0.38%−786,897−21.3%Reduced
Dimensional Fund Advisors LP2,896,893$587.5M0.19%+115,891+4.2%Added
Independent Franchise Partners LLP2,871,750$582.3M5.05%−21,123−0.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,868,975$581.8M0.48%−91,584−3.1%Reduced
Barclays PLC2,865,607$581.1M0.38%−331,254−10.4%Reduced
T. Rowe Price Investment Management, Inc.2,758,619$559.4M0.40%−410,515−13.0%Reduced
Voya Investment Management LLC2,680,369$543.5M0.60%−974,444−26.7%Reduced
Public Investment Fund2,650,225$537.4M1.47%00.0%Unchanged
Sustainable Growth Advisers, LP2,597,982$526.8M2.68%−133,909−4.9%Reduced
HSBC Holdings PLC2,564,419$520.6M0.58%+249,377+10.8%Added
Farallon Capital Management, L.L.C.2,525,638$512.1M2.89%+581,300+29.9%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,499,630$506.9M4.89%+804,634+47.5%Added
Bank of Montreal2,242,618$502.2M0.30%+2,791+0.1%Added
Winslow Capital Management, LLC2,373,031$481.2M2.29%+23,347+1.0%Added
Arrowstreet Capital, Limited Partnership2,282,272$462.8M0.56%+197,195+9.5%Added
Putnam Investments LLC2,251,806$456.6M0.69%+13,190+0.6%Added
Neuberger Berman Group LLC2,210,033$448.2M0.41%+307,935+16.2%Added
Raymond James & Associates2,205,319$447.2M0.38%+63,887+3.0%Added
Massachusetts Financial Services Co2,169,019$439.8M0.15%+99,780+4.8%Added
Credit Suisse AG2,041,866$414.0M0.44%−24,585−1.2%Reduced
California Public Employees Retirement System2,011,702$407.9M0.35%+17,272+0.9%Added
CIBC Private Wealth Group, LLC1,992,274$404.0M0.96%−43,582−2.1%Reduced
Lazard Asset Management LLC1,965,178$398.5M0.54%−471,901−19.4%Reduced
First Eagle Investment Management, LLC1,941,939$393.8M1.03%−42,492−2.1%Reduced
Rhumbline Advisers1,845,890$374.3M0.43%+7,755+0.4%Added
Vulcan Value Partners, LLC1,834,897$372.1M5.67%−273,116−13.0%Reduced
Generation Investment Management LLP1,741,599$353.2M1.86%−9,463−0.5%Reduced
Prudential Financial Inc1,735,969$352.0M0.55%+79,989+4.8%Added
Starboard Value LPSuperinvestorStarboard Value1,730,451$350.9M8.99%−277,625−13.8%Reduced
First Trust Advisors LP1,728,929$350.6M0.42%+64,350+3.9%Added
Ontario Teachers Pension Plan Board1,718,376$348.5M3.78%+49,826+3.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,620,301$328.6M0.49%−92,424−5.4%Reduced
Nordea Investment Management AB1,595,732$328.1M0.46%+48,372+3.1%Added
Alliancebernstein L.P.1,601,082$324.7M0.14%+388,363+32.0%Added
National Pension Service1,598,059$323.6M0.52%−1,646−0.1%Reduced
Schroder Investment Management Group1,578,842$320.2M0.48%+69,081+4.6%Added
Principal Financial Group Inc1,562,246$316.8M0.23%−3,981−0.3%Reduced
California State Teachers Retirement System1,540,945$312.5M0.48%−93,040−5.7%Reduced
Citadel Advisors LLC1,519,372$308.1M0.33%+383,143+33.7%Added
New York State Common Retirement Fund1,508,706$305.9M0.44%−96,024−6.0%Reduced
Macquarie Group Ltd1,487,035$301.5M0.38%+68,139+4.8%Added
Envestnet Asset Management Inc1,460,598$296.2M0.14%+340,631+30.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,460,004$296.1M1.40%+27,747+1.9%Added
Qube Research & Technologies Ltd1,457,473$295.5M0.88%+793,420+119.5%Added
Canada Pension Plan Investment Board1,444,596$292.9M0.43%+482,042+50.1%Added
KBC Group NV1,399,445$283.8M1.16%+174,722+14.3%Added
Van Eck Associates Corp1,384,908$280.8M0.62%+110,688+8.7%Added
Stifel Financial Corp1,361,454$276.1M0.39%−4,837−0.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,336,857$271.1M0.83%+204,199+18.0%Added
Citigroup Inc1,298,743$263.4M0.38%+399,133+44.4%Added
William Blair Investment Management, LLC1,224,691$248.3M0.83%+223,430+22.3%Added
DekaBank Deutsche Girozentrale1,166,901$237.4M0.55%+74,228+6.8%Added
Public Employees Retirement Association of Colorado1,139,271$231.0M1.18%−31,457−2.7%Reduced
Natixis Advisors, L.P.1,137,443$230.7M0.71%+17,819+1.6%Added
AXA S.A.1,117,204$226.5M0.80%+18,600+1.7%Added
SEI Investments Co1,112,424$225.6M0.41%+24,177+2.2%Added
Meritage Group LP1,038,493$210.6M5.76%−571,359−35.5%Reduced
New York State Teachers Retirement System1,022,808$207.4M0.50%−46,270−4.3%Reduced