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 |
|---|---|---|---|---|---|
| Tairen Capital Ltd | 371,494 | $97.8M | 6.85% | +371,494 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 370,276 | $97.4M | 2.01% | +75,329+25.5% | Added |
| Tredje AP-fonden | 361,612 | $95.2M | 1.19% | +21,760+6.4% | Added |
| Soma Equity Partners LP | 359,812 | $94.7M | 5.54% | −40,188−10.0% | Reduced |
| Candlestick Capital Management LP | 359,741 | $94.7M | 3.05% | +359,741 | New |
| Skandinaviska Enskilda Banken AB (publ) | 342,212 | $90.0M | 0.52% | +5,183+1.5% | Added |
| Nellore Capital Management LLC | 338,439 | $89.1M | 16.38% | −122,500−26.6% | Reduced |
| Riverbridge Partners LLC | 337,949 | $88.9M | 1.11% | −9,242−2.7% | Reduced |
| Rafferty Asset Management, LLC | 334,986 | $88.1M | 0.37% | +49,778+17.5% | Added |
| Kodai Capital Management LP | 333,082 | $87.6M | 1.79% | +333,082 | New |
| Milestone Resources Group Ltd | 324,518 | $85.4M | 3.51% | 00.0% | Unchanged |
| Alua Capital Management LP | 321,955 | $84.7M | 5.43% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,483,670 | $84.6M | 0.28% | +3,226,512+1,254.7% | Added |
| ProShare Advisors LLC | 318,215 | $83.7M | 0.26% | −8,562−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 315,310 | $83.0M | 0.15% | −80,063−20.2% | Reduced |
| Renaissance Technologies LLC | 309,428 | $81.4M | 0.13% | +89,045+40.4% | Added |
| Primecap Management Co | 308,900 | $81.3M | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 305,000 | $80.3M | 0.94% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 301,241 | $79.3M | 3.62% | +46,835+18.4% | Added |
| Westwood Holdings Group Inc. | 300,961 | $79.2M | 0.67% | +300,961 | New |
| Squarepoint Ops LLC | 297,648 | $78.3M | 0.32% | −174,384−36.9% | Reduced |
| Commonwealth Equity Services, LLC | 294,359 | $77.5M | 0.14% | +21,741+8.0% | Added |
| Moore Capital Management, LP | 294,030 | $77.4M | 1.86% | +161,174+121.3% | Added |
| HMI Capital Management, L.P. | 293,200 | $77.2M | 3.35% | +293,200 | New |
| Kinetic Partners Management, LP | 291,800 | $76.8M | 6.55% | −1000.0% | Reduced |
| American International Group, Inc. | 291,779 | $76.8M | 0.32% | +9,271+3.3% | Added |
| Junto Capital Management LP | 291,719 | $76.8M | 1.77% | −138,375−32.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 290,603 | $76.5M | 1.00% | −2,437−0.8% | Reduced |
| Vontobel Holding Ltd. | 288,659 | $76.0M | 0.64% | +43,386+17.7% | Added |
| Morningstar Investment Services LLC | 281,970 | $74.9M | 0.42% | +139,320+97.7% | Added |
| UniSuper Management Pty Ltd | 284,414 | $74.8M | 0.83% | +151,226+113.5% | Added |
| Arizona State Retirement System | 283,538 | $74.6M | 0.57% | +7,845+2.8% | Added |
| Calamos Advisors LLC | 282,483 | $74.3M | 0.38% | −2,487−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 282,454 | $74.3M | 1.38% | +6,392+2.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 281,761 | $74.1M | 0.35% | +86,495+44.3% | Added |
| Mairs & Power Inc | 279,155 | $73.5M | 0.77% | −5,974−2.1% | Reduced |
| Pinebridge Investments, L.P. | 275,761 | $72.6M | 0.67% | +54,413+24.6% | Added |
| Polar Capital Holdings Plc | 274,413 | $72.2M | 0.50% | −20,243−6.9% | Reduced |
| APG Asset Management US Inc. | 272,274 | $71.6M | 0.44% | +272,274 | New |
| Baird Financial Group, Inc. | 271,128 | $71.3M | 0.16% | +84,173+45.0% | Added |
| Cooper Investors Pty Ltd | 269,848 | $71.0M | 4.25% | −64,237−19.2% | Reduced |
| Nicholas Company, Inc. | 267,250 | $70.3M | 1.24% | +16,820+6.7% | Added |
| Carmignac Gestion | 267,004 | $70.3M | 1.18% | −15,873−5.6% | Reduced |
| State of Michigan Retirement System | 266,343 | $70.1M | 0.42% | −700−0.3% | Reduced |
| MetLife Investment Management | 265,107 | $69.8M | 0.50% | −5,010−1.9% | Reduced |
| Manning & Napier Group, LLC | 262,094 | $69.0M | 0.82% | −201,986−43.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 260,826 | $68.7M | 2.44% | −38,567−12.9% | Reduced |
| DnB Asset Management AS | 253,819 | $66.8M | 0.35% | +15,622+6.6% | Added |
| Bristol John W & Co Inc | 249,280 | $65.6M | 1.21% | −12,561−4.8% | Reduced |
| Kempen Capital Management N.V. | 248,609 | $65.4M | 0.91% | +88,846+55.6% | Added |
| Crestwood Advisors Group LLC | 247,009 | $65.0M | 1.51% | +10,221+4.3% | Added |
| Fifth Third Bancorp | 246,344 | $64.8M | 0.28% | −13,015−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 245,308 | $64.5M | 0.60% | −10,282−4.0% | Reduced |
| King Luther Capital Management Corp | 244,471 | $64.3M | 0.31% | +7,847+3.3% | Added |
| Teacher Retirement System of Texas | 243,724 | $64.1M | 0.44% | −49,291−16.8% | Reduced |
| Bartlett & Co. LLC | 240,163 | $63.8M | 1.04% | +6,014+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 240,163 | $63.8M | 1.04% | +6,014+2.6% | Added |
| Amalgamated Bank | 239,227 | $63.0M | 0.50% | −12,012−4.8% | Reduced |
| Jericho Capital Asset Management L.P. | 239,000 | $62.9M | 1.93% | −100,000−29.5% | Reduced |
| Mackenzie Financial Corp | 238,056 | $62.6M | 0.09% | −28,729−10.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 237,590 | $62.5M | 1.51% | +73,152+44.5% | Added |
| Ami Asset Management Corp | 237,529 | $62.5M | 3.42% | −1,332−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 236,206 | $62.2M | 0.74% | +92,642+64.5% | Added |
| Comerica Bank | 233,052 | $61.3M | 0.28% | +1,816+0.8% | Added |
| Chicago Capital, LLC | 230,461 | $60.6M | 2.18% | +22,787+11.0% | Added |
| Ofi Invest Asset Management | 250,198 | $59.6M | 2.00% | −219−0.1% | Reduced |
| Impax Asset Management Group plc | 223,846 | $58.9M | 0.24% | −63,763−22.2% | Reduced |
| La Banque Postale Asset Management SA | 221,753 | $58.4M | 1.29% | +7,529+3.5% | Added |
| Balyasny Asset Management LLC | 221,196 | $58.2M | 0.16% | +206,713+1,427.3% | Added |
| Locust Wood Capital Advisers, LLC | 220,945 | $58.1M | 2.47% | −63,042−22.2% | Reduced |
| Caxton Associates LP | 220,000 | $57.9M | 2.97% | +196,500+836.2% | Added |
| Forsta Ap-Fonden | 217,647 | $57.3M | 0.58% | −4,800−2.2% | Reduced |
| Henshaw Capital LLC | 216,400 | $56.9M | 2.96% | 00.0% | Unchanged |
| Banco Santander, S.A. | 215,296 | $56.7M | 0.67% | +19,415+9.9% | Added |
| Retirement Systems of Alabama | 214,440 | $56.4M | 0.24% | −5,792−2.6% | Reduced |
| Petrus Trust Company, LTA | 214,300 | $56.4M | 5.35% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 213,997 | $56.3M | 0.21% | −21,018−8.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 213,074 | $56.1M | 0.41% | +17,234+8.8% | Added |
| ABN AMRO Bank N.V. | 210,710 | $55.7M | 0.92% | +17,112+8.8% | Added |
| Motley Fool Wealth Management, LLC | 212,006 | $55.5M | 2.91% | −7,706−3.5% | Reduced |
| GTS Securities LLC | 209,868 | $55.2M | 1.19% | −18,993−8.3% | Reduced |
| Capital International Inc | 209,308 | $55.1M | 0.86% | +57,490+37.9% | Added |
| Crosslink Capital Inc | 208,345 | $54.8M | 8.14% | +100,480+93.2% | Added |
| Janney Montgomery Scott LLC | 207,887 | $54.7M | 0.18% | +743+0.4% | Added |
| Capital Group Private Client Services, Inc. | 207,581 | $54.6M | 0.56% | +34,640+20.0% | Added |
| AMF Pensionsforsakring AB | 205,888 | $54.2M | 0.46% | −76,286−27.0% | Reduced |
| Windward Capital Management Co | 205,673 | $54.1M | 4.69% | −588−0.3% | Reduced |
| Pictet & Cie (Europe) SA | 204,712 | $53.9M | 1.60% | +19,328+10.4% | Added |
| The PNC Financial Services Group, Inc. | 201,936 | $53.1M | 0.04% | +20,317+11.2% | Added |
| Nisa Investment Advisors, LLC | 201,576 | $53.0M | 0.38% | −380.0% | Reduced |
| Creative Planning | 201,569 | $53.0M | 0.10% | −57,969−22.3% | Reduced |
| IFM Investors Pty Ltd | 200,928 | $52.9M | 0.64% | −3,698−1.8% | Reduced |
| Texas Permanent School Fund | 200,911 | $52.9M | 0.46% | −358−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 198,677 | $52.3M | 0.43% | +105,866+114.1% | Added |
| Summitry LLC | 198,367 | $52.2M | 3.03% | −4,007−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 196,782 | $51.8M | 0.72% | −7,748−3.8% | Reduced |
| Valiant Capital Management, L.P. | 196,536 | $51.7M | 6.45% | +1,500+0.8% | Added |
| Xponance, Inc. | 195,605 | $51.5M | 0.62% | −4,556−2.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 194,795 | $51.3M | 3.87% | −2,962−1.5% | Reduced |
| Mariner, LLC | 194,693 | $51.2M | 0.12% | +3,777+2.0% | Added |