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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ossiam | 364,635 | $73.9M | 1.31% | +109,073+42.7% | Added |
| Marshall Wace, LLP | 355,713 | $72.1M | 0.15% | −76,470−17.7% | Reduced |
| Cooper Investors Pty Ltd | 334,085 | $70.6M | 5.63% | +334,085 | New |
| Riverbridge Partners LLC | 347,191 | $70.4M | 0.96% | −6,256−1.8% | Reduced |
| Tredje AP-fonden | 339,852 | $68.9M | 1.02% | −33,882−9.1% | Reduced |
| Jericho Capital Asset Management L.P. | 339,000 | $68.7M | 2.34% | +339,000 | New |
| HighTower Advisors, LLC | 338,145 | $68.4M | 0.13% | +22,187+7.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 337,029 | $68.3M | 0.45% | −30,452−8.3% | Reduced |
| ProShare Advisors LLC | 326,777 | $66.3M | 0.21% | −21,304−6.1% | Reduced |
| Milestone Resources Group Ltd | 324,518 | $65.8M | 3.23% | 00.0% | Unchanged |
| Alua Capital Management LP | 321,955 | $65.3M | 4.22% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 321,690 | $65.2M | 0.29% | +41,469+14.8% | Added |
| Primecap Management Co | 308,900 | $62.6M | 0.05% | −6,500−2.1% | Reduced |
| Employees Retirement System of Texas | 305,000 | $61.8M | 0.92% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 299,393 | $60.7M | 2.79% | −8,035−2.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 294,947 | $59.8M | 1.40% | −128,086−30.3% | Reduced |
| RV Capital GmbH | 294,843 | $59.8M | 18.24% | −3,700−1.2% | Reduced |
| Polar Capital Holdings Plc | 294,656 | $59.8M | 0.44% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 293,040 | $59.4M | 0.92% | +8,519+3.0% | Added |
| Teacher Retirement System of Texas | 293,015 | $59.4M | 0.39% | +8,148+2.9% | Added |
| Kinetic Partners Management, LP | 291,900 | $59.2M | 5.85% | +84,900+41.0% | Added |
| Impax Asset Management Group plc | 287,609 | $58.3M | 0.26% | −17,196−5.6% | Reduced |
| Rafferty Asset Management, LLC | 285,208 | $57.8M | 0.34% | −25,683−8.3% | Reduced |
| Mairs & Power Inc | 285,129 | $57.8M | 0.68% | −18,712−6.2% | Reduced |
| Calamos Advisors LLC | 284,970 | $57.8M | 0.31% | +370+0.1% | Added |
| Locust Wood Capital Advisers, LLC | 283,987 | $57.6M | 2.75% | +6,357+2.3% | Added |
| Carmignac Gestion | 282,877 | $57.4M | 1.05% | +29,387+11.6% | Added |
| American International Group, Inc. | 282,508 | $57.3M | 0.37% | −6,871−2.4% | Reduced |
| AMF Pensionsforsakring AB | 282,174 | $57.2M | 0.56% | −74,022−20.8% | Reduced |
| Twinbeech Capital LP | 280,229 | $56.8M | 1.09% | +280,229 | New |
| Compagnie Lombard Odier SCmA | 276,062 | $56.0M | 1.29% | −13,542−4.7% | Reduced |
| Arizona State Retirement System | 275,693 | $55.9M | 0.47% | −10,153−3.6% | Reduced |
| Worldquant Millennium Advisors LLC | 274,825 | $55.7M | 0.86% | +94,846+52.7% | Added |
| Commonwealth Equity Services, LLC | 272,618 | $55.3M | 0.11% | +6,470+2.4% | Added |
| MetLife Investment Management | 270,117 | $54.8M | 0.43% | −7,479−2.7% | Reduced |
| State of Michigan Retirement System | 267,043 | $54.2M | 0.35% | −2,200−0.8% | Reduced |
| Mackenzie Financial Corp | 266,785 | $53.3M | 0.09% | −4,688−1.7% | Reduced |
| Bristol John W & Co Inc | 261,841 | $53.1M | 1.05% | −2,089−0.8% | Reduced |
| Creative Planning | 259,538 | $52.6M | 0.07% | +57,037+28.2% | Added |
| Fifth Third Bancorp | 259,359 | $52.6M | 0.24% | −70,413−21.4% | Reduced |
| ING Groep NV | 257,225 | $52.2M | 0.46% | −17,650−6.4% | Reduced |
| Cerity Partners LLC | 257,158 | $52.1M | 0.25% | −43,870−14.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 255,590 | $51.8M | 0.53% | +3,443+1.4% | Added |
| Mar Vista Investment Partners LLC | 254,406 | $51.6M | 2.47% | −15,074−5.6% | Reduced |
| Amalgamated Bank | 251,239 | $50.9M | 0.43% | −5,304−2.1% | Reduced |
| Nicholas Company, Inc. | 250,430 | $50.8M | 1.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 250,087 | $50.7M | 0.64% | +37,986+17.9% | Added |
| Davidson Kempner Capital Management LP | 249,675 | $50.6M | 0.78% | +78,675+46.0% | Added |
| Cubist Systematic Strategies, LLC | 249,142 | $50.5M | 0.62% | +152,572+158.0% | Added |
| Vontobel Holding Ltd. | 245,273 | $49.7M | 0.46% | +60,851+33.0% | Added |
| Ami Asset Management Corp | 238,861 | $48.4M | 3.00% | +644+0.3% | Added |
| DnB Asset Management AS | 238,197 | $48.3M | 0.29% | −1,077,412−81.9% | Reduced |
| Crestwood Advisors Group LLC | 236,788 | $48.0M | 1.26% | +66,940+39.4% | Added |
| King Luther Capital Management Corp | 236,624 | $48.0M | 0.25% | +14,669+6.6% | Added |
| Ofi Invest Asset Management | 250,417 | $48.0M | 1.73% | +68,443+37.6% | Added |
| CIBC Asset Management Inc | 235,015 | $47.7M | 0.20% | −12,604−5.1% | Reduced |
| Bartlett & Co. LLC | 234,149 | $47.5M | 0.85% | +1,689+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 234,149 | $47.5M | 0.85% | +1,689+0.7% | Added |
| Comerica Bank | 231,236 | $46.9M | 0.24% | +229,451+12,854.4% | Added |
| GTS Securities LLC | 228,861 | $46.4M | 0.97% | +99,576+77.0% | Added |
| Forsta Ap-Fonden | 222,447 | $45.1M | 0.50% | −2,300−1.0% | Reduced |
| Pinebridge Investments, L.P. | 221,348 | $44.9M | 0.50% | −79,057−26.3% | Reduced |
| Renaissance Technologies LLC | 220,383 | $44.7M | 0.08% | −597,345−73.0% | Reduced |
| Motley Fool Wealth Management, LLC | 219,712 | $44.7M | 2.59% | −4,931−2.2% | Reduced |
| Magellan Asset Management Ltd | 220,237 | $44.7M | 0.47% | −5,316−2.4% | Reduced |
| Retirement Systems of Alabama | 220,232 | $44.7M | 0.21% | −97,277−30.6% | Reduced |
| Henshaw Capital LLC | 216,400 | $43.9M | 2.54% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 214,300 | $43.5M | 4.65% | +25,000+13.2% | Added |
| La Banque Postale Asset Management SA | 214,224 | $43.4M | 0.96% | −8,005−3.6% | Reduced |
| Natixis | 212,876 | $43.2M | 0.34% | +175,838+474.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 210,805 | $42.7M | 4.66% | +159,098+307.7% | Added |
| Bank of Nova Scotia | 210,553 | $42.7M | 0.11% | +116,017+122.7% | Added |
| Allen Investment Management LLC | 207,841 | $42.1M | 0.62% | +204,681+6,477.2% | Added |
| Chicago Capital, LLC | 207,674 | $42.1M | 1.97% | −1,359−0.7% | Reduced |
| Janney Montgomery Scott LLC | 207,144 | $42.0M | 0.16% | −222−0.1% | Reduced |
| Windward Capital Management Co | 206,261 | $41.8M | 4.09% | −3,764−1.8% | Reduced |
| IFM Investors Pty Ltd | 204,626 | $41.5M | 0.55% | +5,243+2.6% | Added |
| Oppenheimer Asset Management Inc. | 204,530 | $41.5M | 0.64% | −5,646−2.7% | Reduced |
| Summitry LLC | 202,374 | $41.0M | 2.70% | +534+0.3% | Added |
| Nisa Investment Advisors, LLC | 201,614 | $40.9M | 0.31% | −18,576−8.4% | Reduced |
| Hyperion Asset Management Ltd | 201,438 | $40.8M | 1.97% | −35,266−14.9% | Reduced |
| Texas Permanent School Fund | 201,269 | $40.8M | 0.40% | −4,040−2.0% | Reduced |
| Xponance, Inc. | 200,161 | $40.6M | 0.55% | +276+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 197,757 | $40.1M | 3.37% | −390.0% | Reduced |
| TownSquare Capital, LLC | 197,364 | $40.0M | 0.73% | −3,662−1.8% | Reduced |
| Capital Fund Management S.A. | 197,190 | $40.0M | 0.54% | −51,513−20.7% | Reduced |
| Banco Santander, S.A. | 195,881 | $39.7M | 0.56% | −34,093−14.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,840 | $39.7M | 0.33% | +25,095+14.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 195,266 | $39.6M | 0.21% | −13,030−6.3% | Reduced |
| Valiant Capital Management, L.P. | 195,036 | $39.5M | 4.73% | −83,000−29.9% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 195,000 | $39.5M | 0.57% | +195,000 | New |
| ABN AMRO Bank N.V. | 193,598 | $39.3M | 0.71% | +181,493+1,499.3% | Added |
| Erste Asset Management GmbH | 193,088 | $39.2M | 0.68% | +71,332+58.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 190,972 | $38.7M | 2.26% | −61,122−24.2% | Reduced |
| Mariner, LLC | 190,916 | $38.7M | 0.10% | +7,311+4.0% | Added |
| Scotia Capital Inc. | 188,506 | $38.2M | 0.28% | +13,578+7.8% | Added |
| Baird Financial Group, Inc. | 186,955 | $37.9M | 0.10% | +1,228+0.7% | Added |
| Pictet & Cie (Europe) SA | 185,384 | $37.6M | 1.31% | −301−0.2% | Reduced |
| Hudson Bay Capital Management LP | 185,353 | $37.6M | 0.36% | −16,427−8.1% | Reduced |
| RMB Capital Management, LLC | 183,915 | $37.3M | 1.28% | −719−0.4% | Reduced |