Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Salesforce, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of CRM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,293372,600+344
Shares764.9M1.32M782.8M+19.2M (+2.5%)
Value$155.1B$267.7M$204.8B+$50.0B (+32.3%)

37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (442)

Institutions that held Salesforce, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 442 by value.

Institutions new to CRM in Q4 2023
InstitutionSharesValue% of portfolio
Coatue Management LLCSuperinvestorCoatue Management2,144,062$564.2M2.37%
Degroof Petercam Asset Management393,540$103.6M1.36%
Tairen Capital Ltd371,494$97.8M6.85%
Candlestick Capital Management LP359,741$94.7M3.05%
Kodai Capital Management LP333,082$87.6M1.79%
Westwood Holdings Group Inc.300,961$79.2M0.67%
HMI Capital Management, L.P.293,200$77.2M3.35%
APG Asset Management US Inc.272,274$71.6M0.44%
Signature Estate & Investment Advisors LLC194,134$51.1M1.50%
Oribel Capital Management, LP189,200$49.8M5.46%
BSN Capital Partners Ltd191,000$44.0M2.38%
Capitolis Liquid Global Markets LLC160,000$42.1M1.73%
Quadrature Capital Ltd141,071$37.1M0.67%
J. Stern & Co. LLP122,592$34.5M6.28%
Aware Super Pty Ltd as trustee of Aware Super123,430$32.7M0.45%
Sanibel Captiva Trust Company, Inc.120,689$31.8M1.17%
Pathstone Holdings, LLC105,807$27.8M0.15%
Walleye Capital LLC93,868$24.7M0.35%
Alta Park Capital, LP89,815$23.6M2.43%
Healthcare of Ontario Pension Plan Trust Fund61,900$16.3M0.06%
Pinnbrook Capital Management LP58,528$15.4M3.60%
First Financial Bankshares Inc55,000$14.5M0.35%
Connors Investor Services Inc52,871$13.9M1.56%
Suncoast Equity Management52,207$13.7M1.81%
Makena Capital Management LLC51,519$13.6M3.07%
Maplelane Capital, LLC48,000$12.6M1.46%
Rothschild Investment LLC46,838$12.3M1.03%
Omers Administration Corp43,799$11.5M0.15%
a16z Perennial Management, L.P.42,328$11.1M1.89%
LVM Capital Management Ltd42,288$11.1M1.42%
Groupama Asset Managment40,738$10.7M0.28%
Alight Capital Management LP40,000$10.5M3.37%
Grafton Street Partners Fund, LP39,500$10.4M10.55%
CloudAlpha Capital Management Limited/Hong Kong38,000$10.0M1.43%
Wormser Freres Gestion36,257$9.52M7.72%
CSM Advisors, LLC34,840$9.17M0.66%
LM Advisors LLC34,796$9.16M1.84%
Generate Investment Management Ltd33,332$8.77M0.76%
Hamilton Capital Partners Inc.30,097$7.92M1.59%
Telemark Asset Management, LLC30,000$7.89M1.18%
Sierra Summit Advisors LLC29,024$7.64M2.23%
Mirabaud & Cie SA25,495$6.71M2.24%
Maytus Capital Management, LLC25,000$6.58M2.63%
PGGM Investments24,734$6.51M0.10%
Mirabaud Asset Management Ltd23,122$6.08M2.61%
Meritage Portfolio Management22,667$5.96M0.39%
Unisphere Establishment22,500$5.92M0.06%
Icon Wealth Advisors, LLC22,144$5.83M0.61%
Palo DS Manager LLC21,486$5.65M4.91%
HighPoint Advisor Group LLC18,455$5.65M0.41%
Concurrent Investment Advisors, LLC47,073$5.57M0.26%
Cullen Investment Group, Ltd.20,129$5.30M0.93%
FJ Investments, LLC20,000$5.26M0.25%
Colony Group, LLC19,666$5.17M0.07%
Louisbourg Investments Inc.21,709$4.73M1.43%
Condor Capital Management16,962$4.46M0.48%
Gateway Advisory, LLC15,472$4.07M0.78%
Hudson Capital Management LLC14,794$3.89M1.41%
Hel Ved Capital Management Ltd13,940$3.67M1.09%
Tritonpoint Wealth, LLC13,629$3.59M0.35%
Gilliland Jeter Wealth Management LLC13,405$3.53M1.46%
Mango Five Family, Inc.12,900$3.39M1.28%
Greater Midwest Financial Group, LLC12,636$3.33M2.26%
Principal Securities, Inc.12,130$3.19M0.12%
UBS Oconnor LLC11,500$3.03M0.10%
Cetera Trust Company, N.A11,391$3.00M1.87%
Alpine Woods Capital Investors, LLC11,000$2.89M0.43%
Ardmore Road Asset Management LP11,000$2.89M0.66%
Rockline Wealth Management, LLC10,687$2.81M1.17%
OV Management LLC10,644$2.80M2.31%
Clarity Capital Partners LLC10,613$2.79M1.97%
Conscious Wealth Investments, LLC9,896$2.76M2.20%
Advent Capital Management10,000$2.63M0.06%
Processus Wealth & Capital Management, LLC10,000$2.63M2.63%
Trivest Advisors Ltd10,000$2.63M0.12%
Core Wealth Advisors, Inc.9,724$2.56M0.94%
Central Asset Investments & Management Holdings (HK) Ltd9,495$2.50M2.67%
Boomfish Wealth Group, LLC9,359$2.46M1.78%
AlTi Global, Inc.9,306$2.45M0.07%
Mirabella Financial Services LLP9,272$2.44M0.35%
Premier Path Wealth Partners, LLC9,021$2.39M0.53%
New Insight Wealth Advisors8,676$2.28M1.54%
Catalytic Wealth RIA, LLC8,556$2.25M1.01%
LGT Fund Management Co Ltd.8,430$2.24M0.96%
Strategic Planning Group, LLC8,266$2.18M0.72%
Worth Asset Management, LLC7,963$2.10M1.50%
Bulltick Wealth Management, LLC7,773$2.05M0.47%
M&G Investments (USA) Inc.7,523$1.98M1.95%
Lewis Asset Management, LLC7,271$1.91M1.76%
Skopos Labs, Inc.7,072$1.86M0.89%
Tegean Capital Management, LLC7,000$1.84M2.24%
LifePlan Financial, LLC6,953$1.83M1.83%
Quadcap Wealth Management, LLC6,927$1.82M0.47%
Focus Financial Network Inc6,899$1.82M0.07%
PFC Capital Group, Inc.6,890$1.81M1.08%
Weiss Asset Management LP6,878$1.81M0.13%
Invera Wealth Advisors, LLC6,641$1.75M1.09%
Power Wealth Management LLC6,579$1.73M1.26%
One Wealth Management Investment & Advisory Services, LLC6,540$1.72M0.77%
Varenne Capital Partners6,415$1.69M0.72%

Sold out (98)

Institutions that held Salesforce, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of CRM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Whale Rock Capital Management LLC572,086$116.0M
Alyeska Investment Group, L.P.537,464$109.0M
Twinbeech Capital LP280,229$56.8M
Kiwi Wealth Investments Limited Partnership210,805$42.7M
Capital Fund Management S.A.197,190$40.0M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners195,000$39.5M
Aquatic Capital Management LLC122,200$24.8M
FORA Capital, LLC94,486$19.2M
Honeycomb Asset Management LP90,000$18.3M
Optiver Holding B.V.86,815$17.6M
Mizuho Markets Americas LLC63,183$12.8M
CTC LLC58,583$11.9M
Trexquant Investment LP52,013$10.5M
Kemnay Advisory Services Inc.46,188$9.37M
Virtu Financial LLC41,598$8.44M
Laurion Capital Management LP40,694$8.25M
Leonteq Securities AG38,486$7.80M
Sandler Capital Management36,300$7.36M
Greenland Capital Management LP32,738$6.64M
Zweig-DiMenna Associates LLC31,275$6.34M
Polar Asset Management Partners Inc.28,800$5.84M
Mizuho Markets Cayman LP24,440$4.96M
Pearl River Capital, LLC21,796$4.42M
Echo Street Capital Management LLC20,985$4.26M
Wolverine Asset Management LLC19,020$3.86M
Cohen Lawrence B16,777$3.40M
Y-Intercept (Hong Kong) Ltd15,666$3.18M
Thompson Siegel & Walmsley LLC15,000$3.04M
Fund Management at Engine No. 1 LLC13,930$2.82M
Savoie Capital LLC12,950$2.63M
Connolly Sarah T.12,848$2.61M
Churchill Management Corp12,323$2.50M
Saxon Interests, Inc.12,052$2.44M
Centre Asset Management, LLC11,499$2.33M
Ally Financial Inc.11,000$2.23M
Alphadyne Asset Management LP9,751$1.98M
Teza Capital Management LLC8,965$1.82M
Prana Capital Management, LP7,556$1.53M
Walleye Trading LLC6,979$1.42M
Capital Markets Trading UK LLP6,506$1.32M
Vetamer Capital Management, L.P.6,482$1.31M
Duality Advisers, LP6,278$1.27M
Garda Capital Partners LP5,356$1.09M
Sumitomo Mitsui Financial Group, Inc.5,313$1.08M
Lumina Fund Management LLC5,100$1.03M
Legacy Capital Group California, Inc.4,734$960.0K
Sherbrooke Park Advisers LLC4,629$938.7K
Occudo Quantitative Strategies LP4,538$920.2K
Evoke Wealth, LLC3,716$753.5K
Nebula Research & Development LLC2,947$597.6K
Cantor Fitzgerald, L. P.2,620$531.3K
Vicus Capital2,575$522.2K
Advisory Research Inc2,485$503.9K
MRP Capital Investments, LLC2,159$437.8K
MQS Management LLC1,910$387.3K
TCWP LLC1,605$325.5K
Avidian Wealth Solutions, LLC1,489$301.9K
Capula Management Ltd1,482$300.5K
Lion Street Advisors, LLC1,474$298.9K
Fox Run Management, L.L.C.1,315$266.7K
Wright Investors Service Inc1,270$257.5K
Gsa Capital Partners LLP1,269$257.0K
Twin Focus Capital Partners, LLC1,255$254.5K
Corton Capital Inc.1,242$251.9K
Trustmark National Bank Trust Department1,200$243.3K
XY Capital Ltd1,196$242.5K
Talisman Wealth Advisors LLC1,182$239.7K
Journey Strategic Wealth LLC1,174$238.1K
Inspirion Wealth Advisors, LLC1,131$229.3K
WealthBridge Capital Management, LLC1,109$224.9K
Trellis Advisors, LLC1,025$207.8K
Rockingstone Advisors LLC993$201.4K
Headlands Technologies LLC846$171.6K
Carmel Capital Partners, LLC795$161.2K
Rock Creek Group, LP682$138.3K
Earnest Partners LLC536$108.7K
CoreFirst Bank & Trust500$101.4K
Stonehage Fleming Financial Services Holdings Ltd455$92.3K
PFG Private Wealth Management, LLC395$80.1K
Portland Hill Asset Management Ltd311$63.0K
Intrepid Capital Management Inc236$47.9K
WR Wealth Planners, LLC228$46.2K
SkyView Investment Advisors, LLC148$30.0K
Northwest Investment Counselors, LLC141$28.6K
Register Financial Advisors LLC91$18.5K
Ameliora Wealth Management Ltd.78$15.8K
Hibernia Wealth Partners, LLC53$10.7K
Savior LLC50$10.1K
Bull Oak Capital, LLC37$7.50K
Rogco, LP35$7.10K
Authentikos Wealth Advisory, LLC30$6.08K
Buck Wealth Strategies, LLC29$5.88K
Pension & Wealth Management Advisors, Inc.26$5.27K
Flaharty Asset Management, LLC19$3.85K
Briaud Financial Planning, Inc15$3.00K
Legacy Financial Group LLC10$2.03K
Financial Synergies Wealth Advisors, Inc.9$1.83K
Maryland Capital Advisors Inc.2$406

Not filed for Q4 2023 yet (37)

Institutions that held Salesforce, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.564,754$114.5M
Virginia Retirement Systems Et Al120,801$24.5M
Akaris Global Partners, LP115,800$23.5M
Front Barnett Associates LLC87,598$17.8M
Pathstone Family Office, LLC66,260$13.4M
Payden & Rygel Investment Group65,600$13.3M
Rothschild Investment Corp47,480$9.63M
Bryn Mawr Trust Co41,486$8.41M
Advisor Partners II, LLC35,117$7.12M
Private Asset Management Inc23,042$4.67M
Icon Wealth Partners, LLC20,651$4.19M
Colony Group LLC18,806$3.81M
Comerica Securities,inc.16,042$3.25M
Sturgeon Ventures LLP13,292$2.70M
Mark Stevens12,209$2.48M
Polaris Wealth Advisory Group, LLC10,940$2.22M
Gyroscope Capital Management Group, LLC10,867$2.20M
Amica Retiree Medical Trust7,205$1.46M
Tiedemann Advisors, LLC7,018$1.42M
V Wealth Advisors LLC6,580$1.33M
Focus Financial Network, Inc.4,933$1.00M
Truadvice, LLC4,075$870.5K
Ropes Wealth Advisors LLC3,739$758.2K
North Fourth Asset Management, LP3,000$608.3K
Golden Green, Inc.2,717$551.0K
Community Financial Services Group, LLC2,039$413.5K
Claybrook Capital, LLC1,857$376.6K
Coury Firm Asset Management LLC1,553$314.9K
Syntax Advisors, LLC1,459$295.9K
Bedel Financial Consulting Inc1,220$247.4K
Sutton Wealth Advisors Inc.637$129.2K
KB Financial Partners, LLC616$125.0K
Column Capital Advisors, LLC320$64.9K
Antonetti Capital Management LLC300$60.8K
Steward Financial Group LLC97$19.0K
Johnson Midwest Financial, LLC60$12.2K
WFA of San Diego, LLC12$2.43K