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 |
|---|---|---|---|---|---|
| Rokos Capital Management LLP | 181,258 | $37.3M | 1.36% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 181,619 | $36.8M | 0.03% | +3,638+2.0% | Added |
| Lannebo Fonder AB | 175,900 | $36.4M | 5.41% | +10,900+6.6% | Added |
| Immersion Capital LLP | 179,264 | $36.4M | 15.59% | −135,906−43.1% | Reduced |
| Financial Counselors Inc | 179,062 | $36.3M | 0.73% | +3,532+2.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 178,246 | $36.1M | 2.69% | −2,314−1.3% | Reduced |
| Huntington National Bank | 173,905 | $35.3M | 0.35% | −1,187−0.7% | Reduced |
| Capital Group Private Client Services, Inc. | 172,941 | $35.1M | 0.43% | +39,752+29.8% | Added |
| TenCore Partners, LP | 170,754 | $34.6M | 10.30% | −31,691−15.7% | Reduced |
| Czech National Bank | 170,236 | $34.5M | 0.55% | +54,339+46.9% | Added |
| Swiss Life Asset Management Ltd | 169,067 | $34.3M | 0.53% | +26,926+18.9% | Added |
| Atalanta Sosnoff Capital, LLC | 168,815 | $34.2M | 1.01% | −3,591−2.1% | Reduced |
| Long Path Partners LP | 168,519 | $34.2M | 17.12% | −1,692−1.0% | Reduced |
| Varma Mutual Pension Insurance Co | 167,973 | $34.1M | 0.41% | −37,000−18.1% | Reduced |
| CIBC World Markets Inc. | 167,109 | $33.9M | 0.12% | −2,271−1.3% | Reduced |
| Natixis Investment Managers International | 166,285 | $33.7M | 2.61% | +1,340+0.8% | Added |
| Brown Advisory Inc | 166,125 | $33.7M | 0.06% | −2,429−1.4% | Reduced |
| Heritage Investors Management Corp | 166,028 | $33.7M | 1.41% | −530−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 164,438 | $33.3M | 0.91% | −143,813−46.7% | Reduced |
| Utah Retirement Systems | 163,232 | $33.1M | 0.47% | +700+0.4% | Added |
| WestEnd Advisors, LLC | 162,929 | $33.0M | 0.99% | −18,946−10.4% | Reduced |
| Hollencrest Capital Management | 161,393 | $32.7M | 3.70% | −90−0.1% | Reduced |
| USS Investment Management Ltd | 160,619 | $32.6M | 0.36% | +200.0% | Added |
| Daiwa Securities Group Inc. | 160,052 | $32.5M | 0.23% | +6,433+4.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 160,055 | $32.5M | 0.43% | −10,000−5.9% | Reduced |
| Hantz Financial Services, Inc. | 159,791 | $32.4M | 0.82% | −3,706−2.3% | Reduced |
| Kempen Capital Management N.V. | 159,763 | $32.4M | 0.60% | +1,838+1.2% | Added |
| Connectus Wealth, LLC | 155,263 | $31.5M | 0.70% | −2,264−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 153,765 | $31.2M | 0.81% | −4,638−2.9% | Reduced |
| Becker Capital Management Inc | 152,434 | $30.9M | 1.23% | −2,346−1.5% | Reduced |
| Capital International Inc | 151,818 | $30.8M | 0.59% | +13,910+10.1% | Added |
| New York Life Investment Management LLC | 151,726 | $30.8M | 0.33% | −2,313−1.5% | Reduced |
| Renaissance Group LLC | 146,648 | $29.7M | 1.36% | −2,846−1.9% | Reduced |
| DRW Securities, LLC | 145,562 | $29.5M | 2.35% | +137,444+1,693.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 145,528 | $29.5M | 2.41% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 143,564 | $29.1M | 0.39% | +18,901+15.2% | Added |
| Morningstar Investment Services LLC | 142,650 | $29.0M | 0.37% | +566+0.4% | Added |
| Vancity Investment Management Ltd | 142,448 | $28.9M | 3.75% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 138,738 | $28.1M | 0.42% | +20,100+16.9% | Added |
| Aureus Asset Management, LLC | 138,343 | $28.1M | 2.25% | −34,264−19.9% | Reduced |
| Yousif Capital Management, LLC | 137,179 | $27.8M | 0.35% | −4,884−3.4% | Reduced |
| Regions Financial Corp | 136,976 | $27.8M | 0.25% | +2,255+1.7% | Added |
| Mutual of America Capital Management LLC | 136,312 | $27.6M | 0.34% | −4,527−3.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 135,700 | $27.5M | 1.18% | +135,700 | New |
| UniSuper Management Pty Ltd | 133,188 | $27.0M | 0.33% | +18,566+16.2% | Added |
| Moore Capital Management, LP | 132,856 | $26.9M | 0.73% | −127,387−48.9% | Reduced |
| AE Wealth Management LLC | 132,734 | $26.9M | 0.16% | +33,326+33.5% | Added |
| Two Sigma Advisers, LP | 132,500 | $26.9M | 0.07% | −102,831−43.7% | Reduced |
| Franklin Street Advisors Inc | 131,133 | $26.6M | 2.36% | +2,240+1.7% | Added |
| M&T Bank Corp | 129,187 | $26.2M | 0.10% | −1,386−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 128,690 | $26.1M | 0.12% | +1,066+0.8% | Added |
| Guinness Asset Management LTD | 125,063 | $25.4M | 0.58% | +7,018+5.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 125,000 | $25.3M | 1.39% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 124,038 | $25.2M | 0.27% | −5,959−4.6% | Reduced |
| Cetera Advisor Networks LLC | 123,426 | $25.0M | 0.16% | +4,931+4.2% | Added |
| Aquatic Capital Management LLC | 122,200 | $24.8M | 1.03% | +122,200 | New |
| Tocqueville Asset Management L.P. | 121,229 | $24.6M | 0.47% | −502−0.4% | Reduced |
| Virginia Retirement Systems Et Al | 120,801 | $24.5M | 0.24% | −1,600−1.3% | Reduced |
| Guggenheim Capital LLC | 120,089 | $24.4M | 0.21% | +2,839+2.4% | Added |
| Silvant Capital Management LLC | 119,322 | $24.2M | 1.46% | −688−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 119,087 | $24.1M | 0.25% | −11,869−9.1% | Reduced |
| Avala Global LP | 117,900 | $23.9M | 2.32% | +117,900 | New |
| Glenmede Trust Co NA | 116,677 | $23.7M | 0.14% | −20,322−14.8% | Reduced |
| EULAV Asset Management | 116,409 | $23.6M | 0.86% | −86,991−42.8% | Reduced |
| Baader Bank INC | 116,374 | $23.6M | 2.14% | −17,929−13.3% | Reduced |
| Martingale Asset Management L P | 116,174 | $23.6M | 0.50% | +76,351+191.7% | Added |
| Akaris Global Partners, LP | 115,800 | $23.5M | 5.94% | +8,300+7.7% | Added |
| State of Alaska, Department of Revenue | 115,735 | $23.5M | 0.30% | −5,590−4.6% | Reduced |
| Cresset Asset Management, LLC | 114,792 | $23.3M | 0.16% | +2,888+2.6% | Added |
| Steel Peak Wealth Management LLC | 114,702 | $23.3M | 1.47% | −278−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 114,067 | $23.1M | 0.79% | −2,641−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 113,941 | $23.1M | 0.30% | −46,339−28.9% | Reduced |
| Howard Capital Management Group, LLC | 113,673 | $23.1M | 2.22% | +791+0.7% | Added |
| Eisler Capital (UK) Ltd. | 112,661 | $22.8M | 1.00% | +82,596+274.7% | Added |
| Point72 Middle East FZE | 111,300 | $22.6M | 1.37% | +49,347+79.7% | Added |
| Simplex Trading, LLC | 111,199 | $22.5M | 0.83% | +89,806+419.8% | Added |
| United Capital Financial Advisers, LLC | 110,355 | $22.4M | 0.15% | −6,638−5.7% | Reduced |
| Pacer Advisors, Inc. | 110,154 | $22.3M | 0.09% | −11,802−9.7% | Reduced |
| Nissay Asset Management Corp | 108,241 | $21.9M | 0.19% | +1,064+1.0% | Added |
| Crosslink Capital Inc | 107,865 | $21.9M | 4.13% | −74,410−40.8% | Reduced |
| Greenleaf Trust | 106,445 | $21.6M | 0.25% | −340−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,586 | $21.2M | 0.33% | +3,654+3.6% | Added |
| Factory Mutual Insurance Co | 104,300 | $21.1M | 0.30% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 104,255 | $21.1M | 0.44% | +39,294+60.5% | Added |
| TCTC Holdings, LLC | 102,289 | $20.7M | 0.80% | +592+0.6% | Added |
| Sequoia Financial Advisors, LLC | 101,834 | $20.6M | 0.36% | +9,714+10.5% | Added |
| Main Street Research LLC | 100,538 | $20.4M | 2.10% | +100,538 | New |
| Brinker Capital Investments, LLC | 100,535 | $20.4M | 0.25% | −3,068−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 100,535 | $20.4M | 0.25% | −3,068−3.0% | Reduced |
| NS Partners Ltd | 100,408 | $20.4M | 1.10% | −999−1.0% | Reduced |
| Cetera Advisors LLC | 100,394 | $20.4M | 0.32% | +3,319+3.4% | Added |
| Thomasville National Bank | 100,289 | $20.3M | 2.00% | −2,987−2.9% | Reduced |
| MayTech Global Investments, LLC | 99,579 | $20.2M | 4.70% | −15,140−13.2% | Reduced |
| Whittier Trust Co | 99,242 | $20.1M | 0.36% | +1,564+1.6% | Added |
| Davidson Investment Advisors | 98,997 | $20.1M | 1.28% | +1,365+1.4% | Added |
| Crossmark Global Holdings, Inc. | 96,680 | $20.0M | 0.45% | +1,584+1.7% | Added |
| Kestra Advisory Services, LLC | 98,545 | $20.0M | 0.20% | +4,564+4.9% | Added |
| Tokio Marine Asset Management Co Ltd | 98,531 | $20.0M | 1.27% | −2,837−2.8% | Reduced |
| Wesbanco Bank Inc | 97,813 | $19.8M | 0.87% | +2,225+2.3% | Added |
| MML Investors Services, LLC | 96,508 | $19.6M | 0.11% | +7,678+8.6% | Added |