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, 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 | 2,492 | $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, 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 |
|---|---|---|---|---|---|
| SEI Investments Co | 1,091,228 | $287.1M | 0.46% | −21,196−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,080,739 | $284.4M | 0.59% | +176,400+19.5% | Added |
| Meritage Group LP | 1,043,286 | $274.5M | 6.32% | +4,793+0.5% | Added |
| Panagora Asset Management Inc | 1,028,428 | $270.6M | 1.51% | +82,086+8.7% | Added |
| Ensign Peak Advisors, Inc | 1,024,058 | $269.5M | 0.53% | +164,722+19.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,069,968 | $269.5M | 0.47% | +58,582+5.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,008,039 | $265.3M | 0.43% | +17,092+1.7% | Added |
| New York State Teachers Retirement System | 999,184 | $262.9M | 0.59% | −23,624−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 996,516 | $262.2M | 0.55% | +21,183+2.2% | Added |
| BNP Paribas Arbitrage, SA | 989,297 | $260.3M | 0.47% | +145,743+17.3% | Added |
| Allianz Asset Management GmbH | 957,485 | $252.0M | 0.47% | +145,063+17.9% | Added |
| Standard Life Aberdeen plc | 942,658 | $248.1M | 0.54% | +206,936+28.1% | Added |
| Swedbank AB | 938,357 | $246.9M | 0.40% | +10,139+1.1% | Added |
| Qube Research & Technologies Ltd | 921,621 | $242.5M | 0.55% | −535,852−36.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 916,431 | $241.1M | 0.58% | −47,375−4.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 896,228 | $235.8M | 2.35% | −29,410−3.2% | Reduced |
| AQR Capital Management LLC | 874,937 | $230.2M | 0.43% | +4,054+0.5% | Added |
| Jane Street Group, LLC | 841,617 | $221.5M | 0.27% | +426,372+102.7% | Added |
| Great West Life Assurance Co | 844,207 | $221.2M | 0.49% | −18,458−2.1% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 840,000 | $221.1M | 1.37% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 838,074 | $220.5M | 0.42% | +210,550+33.6% | Added |
| National Bank of Canada | 857,728 | $219.7M | 0.40% | +12,951+1.5% | Added |
| Korea Investment CORP | 815,438 | $214.6M | 0.56% | +184,984+29.3% | Added |
| Man Group plc | 808,793 | $212.8M | 0.61% | – | – |
| Blair William & Co | 807,322 | $212.4M | 0.72% | −14,439−1.8% | Reduced |
| LPL Financial LLC | 805,453 | $211.9M | 0.13% | +49,617+6.6% | Added |
| Dorsal Capital Management, LLC | 800,000 | $210.5M | 6.81% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 795,331 | $209.3M | 0.64% | −140,554−15.0% | Reduced |
| TD Asset Management Inc | 789,525 | $207.8M | 0.20% | +194,224+32.6% | Added |
| Route One Investment Company, L.P. | 776,700 | $204.4M | 7.50% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 765,958 | $201.6M | 0.44% | −161,109−17.4% | Reduced |
| Russell Investments Group, Ltd. | 758,097 | $199.7M | 0.36% | +14,489+1.9% | Added |
| TCW Group Inc | 750,989 | $197.7M | 2.20% | −60,498−7.5% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 747,537 | $196.7M | 3.96% | −161,100−17.7% | Reduced |
| APG Asset Management N.V. | 814,965 | $194.1M | 0.38% | +3,547+0.4% | Added |
| Flossbach Von Storch AG | 735,106 | $193.4M | 0.88% | −31,088−4.1% | Reduced |
| Darlington Partners Capital Management, LP | 724,657 | $190.7M | 10.96% | −23,368−3.1% | Reduced |
| Bank of Nova Scotia | 712,548 | $187.5M | 0.35% | +501,995+238.4% | Added |
| CI Private Wealth, LLC | 700,424 | $184.3M | 0.34% | +28,592+4.3% | Added |
| Fort Washington Investment Advisors Inc | 655,123 | $172.4M | 1.19% | −56,816−8.0% | Reduced |
| Toronto Dominion Bank | 645,282 | $169.8M | 0.25% | +70,873+12.3% | Added |
| Victory Capital Management Inc | 636,183 | $167.4M | 0.18% | −11,714−1.8% | Reduced |
| Janus Henderson Group PLC | 627,455 | $165.2M | 0.10% | +14,370+2.3% | Added |
| Susquehanna International Group, LLP | 623,274 | $164.0M | 0.28% | +97,603+18.6% | Added |
| Abn Amro Investment Solutions | 617,348 | $162.4M | 2.85% | +802+0.1% | Added |
| Fernbridge Capital Management LP | 617,218 | $162.4M | 13.76% | −161,288−20.7% | Reduced |
| Ci Investments Inc. | 616,128 | $162.1M | 0.84% | +185,713+43.1% | Added |
| Storebrand Asset Management AS | 612,789 | $161.2M | 0.58% | +9,821+1.6% | Added |
| Westfield Capital Management Co LP | 608,116 | $160.0M | 0.93% | +37,940+6.7% | Added |
| Harding Loevner LP | 603,237 | $159.1M | 0.89% | −7,830−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 591,305 | $155.6M | 0.71% | −10,201−1.7% | Reduced |
| Kensico Capital Management Corp | 589,600 | $155.1M | 5.88% | −30,100−4.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 589,537 | $155.1M | 0.37% | −138,415−19.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 578,118 | $152.1M | 0.39% | +156,256+37.0% | Added |
| State of New Jersey Common Pension Fund D | 553,444 | $145.6M | 0.49% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 547,674 | $144.1M | 0.41% | −21,306−3.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 545,304 | $143.5M | 0.51% | −3,910−0.7% | Reduced |
| Employees Provident Fund Board | 533,266 | $140.3M | 2.74% | +98,849+22.8% | Added |
| Novo Holdings A/S | 530,500 | $139.6M | 9.33% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 529,667 | $139.4M | 0.55% | +3,878+0.7% | Added |
| Nomura Asset Management Co Ltd | 528,503 | $139.1M | 0.57% | +13,654+2.7% | Added |
| Public Sector Pension Investment Board | 522,437 | $137.5M | 1.05% | −4,828−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 519,262 | $136.7M | 0.28% | +12,992+2.6% | Added |
| Select Equity Group, L.P. | 513,923 | $135.2M | 0.50% | −150,493−22.7% | Reduced |
| Asset Management One Co.,Ltd. | 506,776 | $134.6M | 0.54% | +24,982+5.2% | Added |
| Rockefeller Capital Management L.P. | 506,517 | $133.3M | 0.45% | −1,730−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 469,853 | $132.1M | 1.31% | −4,473−0.9% | Reduced |
| Newlands Management Operations LLC | 500,618 | $131.7M | 1.21% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 500,491 | $131.7M | 2.18% | −1,207−0.2% | Reduced |
| Palestra Capital Management LLC | 494,486 | $130.1M | 6.46% | −239,960−32.7% | Reduced |
| Eminence Capital, LP | 489,400 | $128.8M | 2.51% | −47,912−8.9% | Reduced |
| Sachem Head Capital Management LP | 488,800 | $128.6M | 6.50% | −76,600−13.5% | Reduced |
| US Bancorp | 486,635 | $128.1M | 0.19% | +42,295+9.5% | Added |
| Hudson Bay Capital Management LP | 486,000 | $127.9M | 1.12% | +300,647+162.2% | Added |
| Allspring Global Investments Holdings, LLC | 483,118 | $127.1M | 0.21% | −5,360−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 481,107 | $126.6M | 0.51% | +1,892+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 481,024 | $126.6M | 0.48% | +159,334+49.5% | Added |
| Zurich Insurance Group Ltd | 474,402 | $124.8M | 1.27% | −8,379−1.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 473,200 | $124.5M | 1.12% | −14,100−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 469,170 | $123.5M | 0.18% | −485,405−50.9% | Reduced |
| Ossiam | 465,824 | $122.6M | 1.97% | +101,189+27.8% | Added |
| Aviva PLC | 455,673 | $119.9M | 0.43% | +33,957+8.1% | Added |
| Treasurer of the State of North Carolina | 444,030 | $116.8M | 0.57% | +10,392+2.4% | Added |
| Banque Pictet & Cie SA | 432,879 | $113.9M | 1.30% | +5,940+1.4% | Added |
| State of Tennessee, Treasury Department | 425,135 | $111.9M | 0.44% | +12,374+3.0% | Added |
| Federated Hermes, Inc. | 418,196 | $110.0M | 0.27% | +6,525+1.6% | Added |
| Candriam Luxembourg S.C.A. | 417,320 | $109.8M | 0.76% | +26,954+6.9% | Added |
| ING Groep NV | 414,331 | $109.0M | 0.88% | +157,106+61.1% | Added |
| Handelsbanken Fonder AB | 407,543 | $107.2M | 0.52% | +18,215+4.7% | Added |
| Truist Financial Corp | 405,563 | $106.7M | 0.17% | −36,499−8.3% | Reduced |
| Ieq Capital, LLC | 404,118 | $106.3M | 1.77% | +3,736+0.9% | Added |
| STRS Ohio | 402,585 | $105.9M | 0.44% | −10,787−2.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 400,961 | $105.5M | 0.47% | +14,383+3.7% | Added |
| HighTower Advisors, LLC | 398,871 | $105.1M | 0.18% | +60,726+18.0% | Added |
| Point72 Asset Management, L.P. | 399,073 | $105.0M | 0.32% | −210,722−34.6% | Reduced |
| Marshall Wace, LLP | 398,704 | $104.9M | 0.20% | +42,991+12.1% | Added |
| Royal London Asset Management Ltd | 396,501 | $104.3M | 0.30% | +9,294+2.4% | Added |
| XN LP | 396,383 | $104.3M | 6.90% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 393,540 | $103.6M | 1.36% | +393,540 | New |
| Northwestern Mutual Wealth Management Co | 391,204 | $102.9M | 0.12% | +7,418+1.9% | Added |