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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 194,134 | $51.1M | 1.50% | +194,134 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 190,972 | $50.3M | 2.55% | 00.0% | Unchanged |
| Scotia Capital Inc. | 190,289 | $50.1M | 0.32% | +1,783+0.9% | Added |
| Erste Asset Management GmbH | 188,566 | $49.9M | 0.73% | −4,522−2.3% | Reduced |
| Oribel Capital Management, LP | 189,200 | $49.8M | 5.46% | +189,200 | New |
| Gateway Investment Advisers LLC | 188,098 | $49.5M | 0.58% | −61,989−24.8% | Reduced |
| Huntington National Bank | 187,537 | $49.3M | 0.45% | +13,632+7.8% | Added |
| RV Capital GmbH | 186,849 | $49.2M | 14.22% | −107,994−36.6% | Reduced |
| CIBC World Markets Corp | 184,704 | $48.6M | 0.27% | +91,417+98.0% | Added |
| Hyperion Asset Management Ltd | 184,585 | $48.6M | 2.00% | −16,853−8.4% | Reduced |
| Swiss Life Asset Management Ltd | 180,758 | $47.6M | 0.57% | +11,691+6.9% | Added |
| RMB Capital Management, LLC | 180,775 | $47.6M | 1.45% | −3,140−1.7% | Reduced |
| Magellan Asset Management Ltd | 179,721 | $47.3M | 0.47% | −40,516−18.4% | Reduced |
| Financial Counselors Inc | 179,047 | $47.1M | 0.84% | −150.0% | Reduced |
| TownSquare Capital, LLC | 178,155 | $46.9M | 0.80% | −19,209−9.7% | Reduced |
| Lannebo Fonder AB | 175,900 | $46.7M | 6.16% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 175,375 | $46.1M | 3.15% | −2,871−1.6% | Reduced |
| Woodline Partners LP | 172,225 | $45.3M | 0.49% | +157,820+1,095.6% | Added |
| TenCore Partners, LP | 171,214 | $45.1M | 13.38% | +460+0.3% | Added |
| M&T Bank Corp | 170,474 | $44.9M | 0.16% | +41,287+32.0% | Added |
| Czech National Bank | 170,443 | $44.9M | 0.64% | +207+0.1% | Added |
| AE Wealth Management LLC | 159,519 | $44.7M | 0.23% | +26,785+20.2% | Added |
| Connectus Wealth, LLC | 168,706 | $44.4M | 0.91% | +13,443+8.7% | Added |
| Natixis Investment Managers International | 167,235 | $44.0M | 3.12% | +950+0.6% | Added |
| BSN Capital Partners Ltd | 191,000 | $44.0M | 2.38% | +191,000 | New |
| CIBC World Markets Inc. | 166,885 | $43.9M | 0.12% | −224−0.1% | Reduced |
| Daiwa Securities Group Inc. | 166,765 | $43.9M | 0.27% | +6,713+4.2% | Added |
| Heritage Investors Management Corp | 165,979 | $43.7M | 1.65% | −490.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 165,494 | $43.5M | 1.12% | −3,321−2.0% | Reduced |
| Utah Retirement Systems | 164,232 | $43.2M | 0.55% | +1,000+0.6% | Added |
| Tudor Investment Corp Et Al | 164,002 | $43.2M | 0.60% | +107,348+189.5% | Added |
| Brown Advisory Inc | 163,856 | $43.1M | 0.06% | −2,269−1.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 160,000 | $42.1M | 1.73% | +160,000 | New |
| WestEnd Advisors, LLC | 159,453 | $42.0M | 1.15% | −3,476−2.1% | Reduced |
| Simplex Trading, LLC | 153,687 | $40.4M | 1.26% | +42,488+38.2% | Added |
| ExodusPoint Capital Management, LP | 153,182 | $40.3M | 0.50% | +39,241+34.4% | Added |
| New York Life Investment Management LLC | 152,347 | $40.1M | 0.41% | +621+0.4% | Added |
| Becker Capital Management Inc | 150,219 | $39.5M | 1.43% | −2,215−1.5% | Reduced |
| Hantz Financial Services, Inc. | 149,552 | $39.4M | 0.86% | −10,239−6.4% | Reduced |
| Pinnacle Financial Partners Inc | 149,156 | $39.2M | 0.93% | −4,609−3.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 149,041 | $39.2M | 0.50% | +10,303+7.4% | Added |
| Long Path Partners LP | 148,631 | $39.1M | 18.42% | −19,888−11.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 148,555 | $39.1M | 0.49% | −11,500−7.2% | Reduced |
| Martingale Asset Management L P | 147,466 | $38.8M | 0.79% | +31,292+26.9% | Added |
| USS Investment Management Ltd | 146,504 | $38.6M | 0.35% | −14,115−8.8% | Reduced |
| Renaissance Group LLC | 144,158 | $37.9M | 1.57% | −2,490−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 142,504 | $37.5M | 0.46% | +67,621+90.3% | Added |
| Quadrature Capital Ltd | 141,071 | $37.1M | 0.67% | +141,071 | New |
| Quilter Plc | 138,919 | $36.8M | 1.24% | +8,079+6.2% | Added |
| Guggenheim Capital LLC | 139,862 | $36.8M | 0.28% | +19,773+16.5% | Added |
| Marathon Trading Investment Management LLC | 138,767 | $36.5M | 7.04% | +138,369+34,766.1% | Added |
| Aureus Asset Management, LLC | 137,971 | $36.3M | 2.66% | −372−0.3% | Reduced |
| Regions Financial Corp | 137,165 | $36.1M | 0.30% | +189+0.1% | Added |
| Yousif Capital Management, LLC | 136,400 | $35.9M | 0.42% | −779−0.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 135,700 | $35.7M | 1.41% | 00.0% | Unchanged |
| Hollencrest Capital Management | 134,691 | $35.4M | 3.35% | −26,702−16.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 133,842 | $35.2M | 0.15% | +5,152+4.0% | Added |
| J. Stern & Co. LLP | 122,592 | $34.5M | 6.28% | +122,592 | New |
| Mutual of America Capital Management LLC | 130,219 | $34.3M | 0.39% | −6,093−4.5% | Reduced |
| Davidson Kempner Capital Management LP | 128,669 | $33.9M | 0.60% | −121,006−48.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 128,306 | $33.8M | 0.92% | +14,239+12.5% | Added |
| Franklin Street Advisors Inc | 128,006 | $33.7M | 2.76% | −3,127−2.4% | Reduced |
| Guinness Asset Management LTD | 126,019 | $33.2M | 0.73% | +956+0.8% | Added |
| Sequoia Financial Advisors, LLC | 125,566 | $33.0M | 0.41% | +23,732+23.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 125,000 | $32.9M | 1.73% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 123,430 | $32.7M | 0.45% | +123,430 | New |
| Federation des caisses Desjardins du Quebec | 124,077 | $32.6M | 0.31% | +4,990+4.2% | Added |
| Allen Investment Management LLC | 123,694 | $32.5M | 0.43% | −84,147−40.5% | Reduced |
| Cetera Advisor Networks LLC | 123,290 | $32.4M | 0.18% | −136−0.1% | Reduced |
| MML Investors Services, LLC | 122,411 | $32.2M | 0.15% | +25,903+26.8% | Added |
| United Capital Financial Advisers, LLC | 121,960 | $32.1M | 0.27% | +11,605+10.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 120,689 | $31.8M | 1.17% | +120,689 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 120,000 | $31.6M | 2.33% | −25,528−17.5% | Reduced |
| Avala Global LP | 119,200 | $31.4M | 2.42% | +1,300+1.1% | Added |
| Silvant Capital Management LLC | 117,662 | $31.0M | 1.66% | −1,660−1.4% | Reduced |
| Tocqueville Asset Management L.P. | 116,581 | $30.7M | 0.56% | −4,648−3.8% | Reduced |
| Immersion Capital LLP | 115,764 | $30.5M | 13.12% | −63,500−35.4% | Reduced |
| Capital International Sarl | 115,498 | $30.4M | 1.14% | +32,530+39.2% | Added |
| Glenmede Trust Co NA | 114,978 | $30.3M | 0.16% | −1,699−1.5% | Reduced |
| Governors Lane LP | 114,803 | $30.2M | 7.81% | +29,300+34.3% | Added |
| Howard Capital Management Group, LLC | 113,605 | $29.9M | 2.59% | −68−0.1% | Reduced |
| Cresset Asset Management, LLC | 112,356 | $29.6M | 0.18% | −2,436−2.1% | Reduced |
| Natixis | 112,111 | $29.5M | 0.22% | −100,765−47.3% | Reduced |
| British Columbia Investment Management Corp | 112,007 | $29.5M | 0.24% | +23,379+26.4% | Added |
| EULAV Asset Management | 111,908 | $29.4M | 0.91% | −4,501−3.9% | Reduced |
| Nissay Asset Management Corp | 111,050 | $29.2M | 0.24% | +2,809+2.6% | Added |
| Insight Holdings Group, LLC | 109,200 | $28.7M | 0.69% | +24,300+28.6% | Added |
| Credit Agricole S A | 108,668 | $28.6M | 0.59% | +14,242+15.1% | Added |
| Baader Bank INC | 108,474 | $28.5M | 2.43% | −7,900−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 106,225 | $28.0M | 0.38% | +1,639+1.6% | Added |
| Pathstone Holdings, LLC | 105,807 | $27.8M | 0.15% | +105,807 | New |
| State of Alaska, Department of Revenue | 105,085 | $27.7M | 0.33% | −10,650−9.2% | Reduced |
| Dana Investment Advisors, Inc. | 104,990 | $27.6M | 1.33% | +11,011+11.7% | Added |
| Commerzbank Aktiengesellschaft | 104,351 | $27.5M | 1.09% | +26,458+34.0% | Added |
| Factory Mutual Insurance Co | 104,300 | $27.4M | 0.34% | 00.0% | Unchanged |
| Whittier Trust Co | 103,572 | $27.3M | 0.44% | +4,330+4.4% | Added |
| Cetera Advisors LLC | 103,100 | $27.1M | 0.38% | +2,706+2.7% | Added |
| TCTC Holdings, LLC | 102,454 | $27.0M | 0.98% | +165+0.2% | Added |
| Greenleaf Trust | 102,165 | $26.9M | 0.29% | −4,280−4.0% | Reduced |
| Main Street Research LLC | 101,820 | $26.8M | 2.15% | +1,282+1.3% | Added |