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, Q4 2023
Institutional positions in Salesforce, Inc. as of Dec 31, 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
- 2,601
- +344 vs. Q3 2023
- Shares held
- 782.8M
- +19.2M (+2.5%) vs. Q3 2023
- Total value
- $204.8B
- +$50.0B (+32.3%) vs. Q3 2023
- New holders
- 442
- 988 more added
- Sold out
- 98
- 909 more reduced
37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,491 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 83,626,413 | $22.0B | 0.48% | +1,240,821+1.5% | Added |
| BlackRock Inc. | 72,530,980 | $19.1B | 0.49% | +1,726,920+2.4% | Added |
| State Street Corp | 46,036,727 | $12.1B | 0.59% | +1,865,537+4.2% | Added |
| FMR LLC | 36,229,821 | $9.53B | 0.73% | +158,836+0.4% | Added |
| Morgan Stanley | 20,182,913 | $5.31B | 0.47% | +2,480,904+14.0% | Added |
| Capital World Investors | 19,561,325 | $5.15B | 0.92% | +457,463+2.4% | Added |
| Geode Capital Management, LLC | 18,499,524 | $4.85B | 0.51% | +399,763+2.2% | Added |
| Fisher Asset Management, LLC | 14,905,462 | $3.92B | 2.07% | +736,986+5.2% | Added |
| Capital International Investors | 13,708,615 | $3.61B | 0.81% | +5,935,973+76.4% | Added |
| Price T Rowe Associates Inc | 13,686,531 | $3.60B | 0.48% | −1,710,730−11.1% | Reduced |
| JPMorgan Chase & Co | 13,320,713 | $3.51B | 0.36% | −1,424,258−9.7% | Reduced |
| Capital Research Global Investors | 11,331,925 | $2.98B | 0.73% | +4,7560.0% | Added |
| Northern Trust Corp | 10,602,950 | $2.79B | 0.51% | −592,158−5.3% | Reduced |
| Norges Bank | 10,497,571 | $2.76B | 0.48% | −444,631−4.1% | Reduced |
| Wellington Management Group LLP | 10,483,358 | $2.76B | 0.51% | −1,839,409−14.9% | Reduced |
| Bank of America Corp | 8,867,738 | $2.33B | 0.27% | −7,662−0.1% | Reduced |
| Jennison Associates LLC | 8,609,732 | $2.27B | 1.69% | −229,952−2.6% | Reduced |
| Nuveen Asset Management, LLC | 8,435,736 | $2.22B | 0.71% | −1,995,483−19.1% | Reduced |
| UBS Asset Management Americas Inc | 7,722,523 | $2.03B | 0.80% | +40,309+0.5% | Added |
| Bank of New York Mellon Corp | 7,489,347 | $1.97B | 0.40% | −223,075−2.9% | Reduced |
| Polen Capital Management LLC | 7,275,372 | $1.91B | 4.70% | −385,014−5.0% | Reduced |
| Loomis Sayles & Co L P | 7,263,826 | $1.91B | 2.93% | −113,368−1.5% | Reduced |
| Royal Bank of Canada | 7,057,517 | $1.86B | 0.46% | +667,843+10.5% | Added |
| Goldman Sachs Group Inc | 6,764,845 | $1.78B | 0.39% | +885,184+15.1% | Added |
| Legal & General Group Plc | 6,438,623 | $1.69B | 0.53% | +111,095+1.8% | Added |
| Parnassus Investments | 5,951,415 | $1.57B | 3.48% | +18,397+0.3% | Added |
| Amundi | 5,918,800 | $1.55B | 0.70% | +542,515+10.1% | Added |
| Charles Schwab Investment Management Inc | 5,397,516 | $1.42B | 0.36% | +145,625+2.8% | Added |
| American Century Companies Inc | 4,362,081 | $1.15B | 0.79% | +1,163,587+36.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,927,406 | $1.03B | 1.78% | −767,279−16.3% | Reduced |
| UBS Group AG | 3,861,080 | $1.02B | 0.41% | +297,108+8.3% | Added |
| Deutsche Bank AG | 3,705,312 | $975.0M | 0.50% | +804,132+27.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,701,991 | $974.1M | 0.63% | +943,372+34.2% | Added |
| Franklin Resources Inc | 3,588,120 | $944.2M | 0.44% | −431,778−10.7% | Reduced |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 3,486,309 | $917.4M | 18.36% | 00.0% | Unchanged |
| Invesco Ltd. | 3,477,621 | $915.1M | 0.22% | +106,349+3.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,398,004 | $894.1M | 1.18% | +1,777,703+109.7% | Added |
| Wells Fargo & Company | 3,394,371 | $893.2M | 0.25% | +47,185+1.4% | Added |
| Ameriprise Financial Inc | 3,382,067 | $889.7M | 0.27% | +291,902+9.4% | Added |
| FIL Ltd | 3,213,302 | $845.5M | 0.89% | −33,097−1.0% | Reduced |
| Clearbridge Investments, LLC | 3,120,127 | $821.0M | 0.71% | −447,405−12.5% | Reduced |
| Pictet Asset Management Holding SA | 3,112,620 | $819.1M | 0.90% | −83,783−2.6% | Reduced |
| Swiss National Bank | 3,042,577 | $800.6M | 0.59% | −90,300−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 2,898,382 | $762.7M | 0.46% | −1,779,948−38.0% | Reduced |
| Bank of Montreal | 2,832,421 | $753.4M | 0.41% | +589,803+26.3% | Added |
| Barclays PLC | 2,844,174 | $748.4M | 0.39% | −21,433−0.7% | Reduced |
| Voya Investment Management LLC | 2,823,872 | $742.6M | 0.76% | +143,503+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,803,754 | $737.8M | 0.55% | −65,221−2.3% | Reduced |
| HSBC Holdings PLC | 2,687,273 | $707.4M | 0.65% | +122,854+4.8% | Added |
| Public Investment Fund | 2,650,225 | $697.4M | 1.98% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 2,599,485 | $684.0M | 0.72% | +317,213+13.9% | Added |
| Dimensional Fund Advisors LP | 2,576,969 | $678.2M | 0.20% | −319,924−11.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,499,630 | $657.8M | 5.69% | 00.0% | Unchanged |
| Sustainable Growth Advisers, LP | 2,461,543 | $647.7M | 2.95% | −136,439−5.3% | Reduced |
| California Public Employees Retirement System | 2,431,933 | $639.9M | 0.49% | +420,231+20.9% | Added |
| Winslow Capital Management, LLC | 2,280,944 | $600.2M | 2.49% | −92,087−3.9% | Reduced |
| Raymond James & Associates | 2,232,615 | $587.5M | 0.44% | +27,296+1.2% | Added |
| Massachusetts Financial Services Co | 2,164,080 | $569.5M | 0.18% | −4,939−0.2% | Reduced |
| BlueSpruce Investments, LP | 2,152,839 | $566.5M | 10.82% | −800,156−27.1% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,144,062 | $564.2M | 2.37% | +2,144,062 | New |
| Independent Franchise Partners LLP | 2,116,336 | $556.9M | 4.73% | −755,414−26.3% | Reduced |
| Credit Suisse AG | 2,053,788 | $540.4M | 0.53% | +11,922+0.6% | Added |
| Putnam Investments LLC | 2,046,880 | $538.6M | 0.71% | −204,926−9.1% | Reduced |
| Generation Investment Management LLP | 2,021,233 | $531.9M | 2.41% | +279,634+16.1% | Added |
| First Eagle Investment Management, LLC | 1,934,410 | $509.0M | 1.22% | −7,529−0.4% | Reduced |
| Farallon Capital Management, L.L.C. | 1,925,738 | $506.7M | 3.17% | −599,900−23.8% | Reduced |
| Rhumbline Advisers | 1,822,533 | $479.6M | 0.50% | −23,357−1.3% | Reduced |
| Schroder Investment Management Group | 1,820,940 | $479.2M | 0.62% | +242,098+15.3% | Added |
| Neuberger Berman Group LLC | 1,806,039 | $475.2M | 0.41% | −403,994−18.3% | Reduced |
| Lazard Asset Management LLC | 1,728,509 | $454.8M | 0.58% | −236,669−12.0% | Reduced |
| Citadel Advisors LLC | 1,717,379 | $451.9M | 0.45% | +198,007+13.0% | Added |
| CIBC Private Wealth Group, LLC | 1,709,368 | $449.8M | 0.95% | −282,906−14.2% | Reduced |
| Alliancebernstein L.P. | 1,693,028 | $445.5M | 0.17% | +91,946+5.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,674,830 | $440.7M | 1.94% | +214,826+14.7% | Added |
| Principal Financial Group Inc | 1,665,132 | $438.2M | 0.28% | +102,886+6.6% | Added |
| National Pension Service | 1,630,240 | $429.0M | 0.60% | +32,181+2.0% | Added |
| Nordea Investment Management AB | 1,623,983 | $428.7M | 0.54% | +28,251+1.8% | Added |
| Vulcan Value Partners, LLC | 1,597,720 | $420.1M | 6.16% | −237,177−12.9% | Reduced |
| Macquarie Group Ltd | 1,584,081 | $416.8M | 0.48% | +97,046+6.5% | Added |
| Prudential Financial Inc | 1,585,707 | $415.3M | 0.63% | −150,262−8.7% | Reduced |
| California State Teachers Retirement System | 1,553,475 | $408.8M | 0.56% | +12,530+0.8% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 1,536,453 | $404.3M | 8.43% | −193,998−11.2% | Reduced |
| Millennium Management LLC | 1,519,756 | $399.9M | 0.38% | +533,187+54.0% | Added |
| First Trust Advisors LP | 1,486,854 | $391.3M | 0.43% | −242,075−14.0% | Reduced |
| Envestnet Asset Management Inc | 1,485,410 | $390.9M | 0.16% | +24,812+1.7% | Added |
| Ontario Teachers Pension Plan Board | 1,477,484 | $388.8M | 3.88% | −240,892−14.0% | Reduced |
| Van Eck Associates Corp | 1,439,717 | $378.8M | 0.69% | +54,809+4.0% | Added |
| New York State Common Retirement Fund | 1,425,746 | $375.2M | 0.52% | −82,960−5.5% | Reduced |
| KBC Group NV | 1,393,375 | $366.7M | 1.30% | −6,070−0.4% | Reduced |
| Los Angeles Capital Management LLC | 1,366,556 | $359.6M | 1.34% | +368,603+36.9% | Added |
| Stifel Financial Corp | 1,360,701 | $358.1M | 0.45% | −753−0.1% | Reduced |
| Citigroup Inc | 1,344,798 | $353.9M | 0.47% | +46,055+3.5% | Added |
| William Blair Investment Management, LLC | 1,250,490 | $329.1M | 0.96% | +25,799+2.1% | Added |
| Canada Pension Plan Investment Board | 1,239,096 | $326.1M | 0.41% | −205,500−14.2% | Reduced |
| Public Employees Retirement Association of Colorado | 1,199,924 | $315.7M | 1.46% | +60,653+5.3% | Added |
| AXA S.A. | 1,174,097 | $309.0M | 1.00% | +56,893+5.1% | Added |
| Natixis Advisors, L.P. | 1,157,304 | $304.5M | 0.80% | +19,861+1.7% | Added |
| DekaBank Deutsche Girozentrale | 1,125,637 | $297.7M | 0.61% | −41,264−3.5% | Reduced |
| AustralianSuper Pty Ltd | 1,108,665 | $291.7M | 1.75% | +170,690+18.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,093,036 | $287.6M | 0.80% | −243,821−18.2% | Reduced |